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
Open Society Foundations 2014 - 2014
The International Foundation for Electoral Systems December 2011 - November 2013
STATE STREET CORPORATION April 2008 - October 2010
STATE STREET CORPORATION July 2007 - April 2008
Tuck School of Business at Dartmouth College July 2006 - December 2006
Skills
Valuation, Corporate Finance, Mergers & Acquisitions, Research, Financial Modeling, Financial Analysis, Analysis, Finance, Nonprofits, Data Analysis
Education
Dartmouth College 2005 — 2007
Master's Degree, Globalization Studies applied to International Economics
University of Massachusetts, Amherst 2002 — 2005
Bachelor's Degree, Economics, Dean’s Honor List for Academic Excellence 2004
State Street Corporation 2007 - 2014
Investors Bank & Trust 2006 - 2007
Boston Properties 2004 - 2006
Investors Bank & Trust 2001 - 2004
Skills
Tax, Investments, Derivatives, Investment partnership..., Hedge Funds, Alternative Investments, Financial Reporting, Fund Accounting, PFIC Reporting, Private Equity, FATCA, Partnership Taxation, Fund Administration, Fund Of Funds, Financial Services, Due Diligence, Tax Research, Tax Preparation, Lean Thinking, Financial Statements, FIN 48, Tax Returns, Finance, Securities, CPO-PQR, Regulatory Reporting, CFTC, Accounting, Financial Analysis, Income Tax, Tax Accounting
Education
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Worcester State College
Bachelor of Science, Accounting
ING Investment Management International 2013 - Present
Shepherd Financial Partners 2012 - 2013
Sun Capital Advisers, LLC 1997 - 2011
Sun Capital Advisers, LLC 1997 - 2002
State Street Corporation 1992 - 1997
US Army Research, Development & Engineering Center 1989 - 1992
Skills
Credit Derivatives, Credit Trading, Institutional Clients, High Yield, Special Situations, Chapter 11, Credit Analysis, Credit Portfolio..., Fixed Income Trading, Fixed Income Research, Asset Management, Insurance Strategies, Investment Strategies, Insurance Solutions, Portfolio Management, Relative Value, Absolute Return, Structured Products, Total Return, Client Relationship..., Asset Growth, Team Building, Organizational..., Strategic Leadership, Global Asset Management, Investment Process, Relative Value Trading, Asset, Fixed Income, Investment Banking, Asset Managment, Risk Management, Investments, Fixed Income Analysis, Institutional..., Insurance, Derivatives, Trading, Financial Markets, Investment Management, Valuation
Education
University of New Haven
MA, Industrial/Organizational Psychology
University of New Haven - William E. Dodds School of Business Admin.
MBA, Finance
Framingham State College
BA, Psychology
CD Business Group March 2015 - Present
BRIDGE Energy Group September 2014 - March 2015
Gartner March 2013 - September 2014
KPMG Advisory June 2009 - March 2013
MAM Squared March 2009 - June 2009
State Street Corporation July 2007 - February 2009
Investors Bank & Trust (now State Street Corporation) February 2006 - July 2007
LODESTAR Corporation (now Oracle Corporation) December 1996 - January 2005
PriceWaterhouse Consulting (now IBM Global) March 1991 - December 1996
Andersen Consulting (now Accenture) July 1982 - March 1991
Skills
Change Management, Business Analysis, Management Consulting, Program Management, Professional Services, Business Process..., Strategy, Analysis, Project Management, Product Management, Process Improvement, Integration, Business Transformation, Business Intelligence, CRM, Energy, IT Strategy, Business Process, Sales, Business Development, Consulting, Governance, Management, Outsourcing, Business Strategy, Marketing, Risk Management, Cross-functional Team..., Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA
Trinity College-Hartford 1976 — 1980
BS
Boston Trust Realty Group October 2013 - Present
Adecco Staffing, USA (Computershare) September 2012 - April 2013
Boardwalk Properties May 2011 - September 2011
State Street Corporation September 2007 - January 2011
Fidelity Residential Solution September 2006 - July 2007
Skills
Management, Research, Process Scheduler, Non-profits, Negotiation, Customer Service, Social Networking, Contract Negotiation, PowerPoint, Public Speaking, Marketing, Microsoft Excel, Human Resources
Education
Curry College 2008 — 2013
BA, Business Management Major/Human Resource
Columbia Threadneedle Investments, US September 2014 - Present
Fifth Third Bank May 2014 - September 2014
Fifth Third Securities November 2013 - May 2014
Fidelity Investments January 2013 - November 2013
Fidelity Investments November 2012 - December 2012
Fidelity Investments January 2012 - November 2012
State Street Bank July 2011 - January 2012
State Street Corporation June 2010 - August 2010
Education
Flagler College 2008 — 2011
2011Bachelors of Art, Business Administration
State Street Corporation 2001 - 2012
Merrill Lynch Investment Managers 1991 - 2001
Merrill Lynch Asset Managenment 1985 - 1989
Skills
Mutual Funds, Securities, Equities, Asset Allocation, Investments, Capital Markets, Fixed Income, Bloomberg, Valuation, Fund Accounting, Account Reconciliation
Education
Delaware Valley College
Bachelor of Business Administration (B.B.A.)
Charles Schwab July 2015 - Present
United States Marine Forces Reserve June 2013 - Present
Acadian Asset Management June 2014 - July 2015
State Street October 2012 - June 2014
State Street Corporation December 2010 - October 2012
Bank of America April 2010 - December 2010
Skills
Mutual Funds, Banking, Fixed Income, Financial Analysis, Spanish, Microsoft Office, Data Analysis, Attention To Detail, English, Portuguese, Customer Relations, Foreign Languages, Travel, Social Networking, Research, Outgoing, Pricing, International Business, International Relations, Finance, Asset Management, Leadership, Financial Services, Management, Microsoft Excel, Customer Service, Microsoft Word
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Pontifícia Universidade Católica do Rio de Janeiro 2008 — 2008
Português para Estrangeiros Intensivo, Elementary Level
York Housing October 2014 - Present
Public Consulting Group June 2014 - Present
LMND Enterprises September 2013 - Present
Museums of Old York March 2011 - October 2013
Center for Wildlife October 2003 - March 2011
State Street Corporation June 1994 - June 2003
Skills
Graphic Design, Art History, Event Planning, Philanthropy, Proposal Writing, Copywriting, Grants, Social Networking, Grant Writing, Teaching, Blogging, Marketing, Proofreading, Fundraising, Social Media Marketing, Fundraisers, Adobe Creative Suite, Arts Administration, Marketing Strategy, Copy Editing, Event Management, Books, Photography, Community Outreach, Annual Giving, Board Development, Non-profits, Press Releases, Newsletters, Project Management, Strategic Planning, Art, Web Content, Editing, Research, Program Development, Facebook, History, Board Relations, Content Development, Public Speaking, Museum Education, Media Relations, Museums, Creative Writing, Marketing Communications, Public Relations, Volunteer Management, Non-profit..., Social Media
Education
Simmons School of Management 1992 — 1994
MBA, Management/Finance
Dartmouth College 1980 — 1984
AB, French Language and Literature
SolutionsIQ January 2015 - Present
BigVisible Solutions June 2011 - Present
ICB Venture October 2009 - June 2011
State Street Corporation 2006 - January 2009
State Street 2003 - 2006
State Street 2000 - 2003
Putnam Investments 1996 - 2000
IMI / Ajilon 1995 - 2000
Database Technologies 1996 - 1997
Skills
PMP, Six Sigma, Professional Services, Product Management, Operations Management, Strategic Planning, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, Software Development, Management, Change Management, Start-ups, Leadership, Strategy, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA
Ithaca College 1986 — 1990
BA, English
Fidelity Investments July 2014 - Present
Dunkin' Brands July 2012 - June 2014
Dunkin' Brands January 2010 - June 2012
State Street Corporation December 2008 - December 2009
Digitas November 1999 - May 2008
Draftfcb September 1998 - June 1999
Lehman Millet February 1997 - January 1998
Skills
Marketing Communications, Customer Insight, Marketing, Online Advertising, Digital Strategy, Budgets, SEM, Interactive Advertising, Mobile Devices, Integrated Marketing, Digital Media, SEO, Digital Marketing, Direct Marketing, Mobile Marketing, Social Media Marketing, Social Media
Education
Emerson College
MA
Northern Arizona University
BS
Manulife (John Hancock) 2015 - Present
Manulife Financial (John Hancock) 2013 - 2015
Manulife Financial (John Hancock) 2012 - 2013
Manulife Financial (John Hancock) 2010 - 2011
Cubist Pharmaceuticals 2010 - 2010
State Street Corporation 2007 - 2009
Wellington Management 2007 - 2007
Bank of Montreal 1984 - 2007
Dalhousie University 1999 - 2003
Education
Stanford University 2015 — 2016
Strategic Decision and Risk Management Certificate Program
Stanford University - Stanford Center for Professional Development 2012 — 2014
SCPM, Stanford Advanced Project Management Certificate Program
BigVisible 2011 — 2011
Certified Scrum Master (CSM)
Certified Lean Six Sigma Greenbelt (CLSSGB)
Financial Industry Regulatory Authority
FINRA Arbitrator
Project Management Professional (PMP) - PMI 2009 — 2009
PMP, Project Management
Dalhousie University 1999 — 2003
Master of Business Administration (MBA), Financial Services
University of Toronto 1984 — 1986
Bachelor's degree (Partial), Bachelor of Commerce Program
Paradigm Precision July 2015 - Present
Family Promise North Shore Boston January 2010 - Present
North Shore Community College October 2011 - July 2015
Brookwood School January 2010 - July 2010
Emerson College May 2009 - November 2009
Brown Brothers Harriman January 2008 - November 2008
Emerson College September 2007 - December 2007
Edgewater Technology March 2007 - June 2007
State Street Corporation May 2006 - January 2007
Eze Castle Integration February 2005 - March 2006
Skills
Recruiting, Non-profits, Nonprofits, Fundraising, Program Development, Program Management, Project Management, Talent Acquisition, Talent Management, Staff Development, Workforce Development, Career Counseling, Leadership, Grant Writing, Strategic Planning, Management, Budgets, Human Resources, Training, Higher Education, Public Speaking, Community Outreach
Education
Dickinson College
BA
Elmira Free Academy
Brown Brothers Harriman June 2015 - Present
PerkinElmer July 2012 - May 2015
CW Financial Services LLC March 2008 - July 2012
State Street Corporation August 2007 - March 2008
PricewaterhouseCoopers August 2002 - June 2007
Skills
Talent Acquisition, College Recruiting, Onboarding, Human Resources, Applicant Tracking..., Employee Relations, Talent Management, Employee Benefits, Recruiting, Succession Planning, Leadership, Management, Personnel Management, Benefits Administration, New Hire Orientations, Vendor Management, HRIS, Deferred Compensation
Education
Northeastern University 2012 — 2014
Master of Science (MS), Corporate & Organizational Communication / Human Resources
Eastern Nazarene College 2009 — 2009
Certificate, Human Resources
Manhattan College 1998 — 2002
BS, Accounting
GetInsured October 2013 - Present
Xoriant October 2012 - Present
BOSoNware December 2012 - October 2013
Standard & Poor's November 2011 - 2012
State Street Corporation November 2005 - November 2011
Wipro Technologies August 2005 - November 2011
Skills
XML, Struts, Sybase, Servlets, Java Enterprise Edition, Social Networking, GWT, Smart GWT, Big Data, MongoDB, RabbitMQ, Java, JavaScript, Oracle PL/SQL..., ActiveMQ, Ganglia, GXT, JSP, JSON, Android, JavaCC, Freemarker, Eclipse, EJB, Software Development, Software Engineering, Apache Derby, Web Services, IceFaces, JSF, Tomcat, JMS, Spring, Hibernate, iBatis, Sungard Front Arena, Python, Actuate Reporting, Cognos, Tortoise SVN, Spring DI, HTML, HTML 5, CSS, CSS3, LinkedIn API, Facebook API, Google API, Software Architectural..., ClearCase
Education
2009BITS Pilani (Birla Institute of Technology and Science 2005 — 2009
MS, Software Engineering2005
Delhi University 2002 — 2005
Bachelor of Science (BSE), Statistics
Lithium Technologies October 2013 - Present
Lithium Technologies October 2012 - October 2013
Social Dynamx, a Lithium Technologies company February 2012 - October 2012
Farland Group April 2009 - December 2011
Mzinga August 2006 - January 2009
University of Texas System May 2005 - September 2006
State Street Corporation July 2003 - July 2004
Lycos, Inc December 1999 - June 2003
Dalbar, Inc. 1999 - 1999
Department of Children & Families 1998 - 1998
Skills
Community Management, Online Community..., Social Media Marketing, Content Strategy, Strategic Consulting, Vendor Management, Business Analysis, Web Analytics, Customer Service, Customer Engagement, Strategic Planning, SaaS, Strategy, E-commerce, Social Media, Marketing Strategy, CRM, Blogging, Start-ups, Leadership, Social Networking, Management, Integrated Marketing
Education
The University of Texas at Austin 2004 — 2006
MBA, Information Management, General Management
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Business and Information Management
Florida State University 1992 — 1996
BS, Communications
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman June 2011 - Present
Brown Brothers Harriman November 2010 - June 2011
Brown Brothers Harriman August 2008 - January 2011
Columbia Wanger Asset Management September 2005 - May 2008
State Street Corporation 2004 - 2005
Skills
Mutual Funds, Bloomberg, Securities, Hedge Funds, Financial Reporting, Fixed Income, Equities, Financial Services, Asset Management, Corporate Actions
Education
Fairfield University 2000 — 2004
BS, Mathematics
National University of Ireland, Galway 2003 — 2003
Harvard Management Company May 2002 - Present
State Street Corporation July 2000 - May 2002
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Finance
Framingham State University 1996 — 2000
BS, Business Administration
Boy Scouts of America January 2014 - Present
State Street Corporation October 2007 - December 2013
Bank of America 2005 - 2007
LaSalle Bank, a subsidiary of ABN Amro 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
BP Amoco 1994 - 1996
Sanwa Business Credit Corporation 1987 - 1994
Continental Illinois National Bank 1985 - 1987
Skills
Strategy, Finance, Treasury Management, Portfolio Management, Forecasting, Strategic Planning, Financial Reporting, Capital Markets, Due Diligence, Investments, Loans, Funds Transfer Pricing, Commercial Banking, Analysis, Business Transformation, Relationship Management, Brand Management, Employee Engagement, Credit Analysis, Acquisitions and..., Corporate Finance, Management, Financial Services, Executive Management
Education
American Graduate School of International Management (Thunderbird)
MIM, Finance
Drury University
MBA, Business
The College of William and Mary
BA, Economics, French, Spanish
Rhode Island School of Design
Art Appraisal, Studio Art
State Street Global Advisors November 2010 - Present
State Street Global Advisors October 2009 - November 2010
State Street Corporation 2008 - 2009
State Street Corporation 2006 - 2008
South Shore Hospital 2005 - 2006
State Street Corporation 2001 - 2004
Arbella 1997 - 2000
Skills
Administrative..., Outlook, SharePoint, Recruiting, Management, Leadership, Training, Auditing, Customer Service
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Fisher College 2006 — 2008
BA, Management
Fisher College 1992 — 1994
Associates, Business Administration
Citizens Financial Group, Inc. October 2011 - Present
ALPFA June 2006 - April 2012
State Street Corporation February 2001 - October 2011
Xerox de Venezuela May 1985 - July 1994
Skills
Private Equity Funding, Underwriting, Counterparty Risk, Credit Risk, Financial Risk, Credit Analysis, Financial Analysis, Mutual Funds, Fund Of Funds, Offshore Funds, UCITS, Corporate Credit, Relationship Management, Business Development, Private Equity, Portfolio Management, Finance, Leadership, Banking, Risk Management, Management, Alternative Investments, Loans, Credit, Corporate Finance, Financial Services, Enterprise Risk..., Financial Modeling
Education
Southern Methodist University - Cox School of Business 2011 — 2012
NHCC Corporate Executive Development Program, Corporate Executive Development Program
Northeastern University - Graduate School of Business Administration 1998 — 2000
Master of Business Administration (MBA), Finance, General
Harvard University 1997 — 1998
Graduate Certificate, Business Administration and Management, General
Universidad Santa Maria - Escuela de Economia y Finanzas 1984 — 1989
Bachelors Degree in Public Accounting, Accounting and Finance
Santander Bank February 2014 - Present
JPMorgan Chase March 2013 - February 2014
JPMorgan Chase November 2011 - March 2013
Boston Financial Data Services October 2007 - September 2011
State Street Corporation February 2006 - May 2007
State Street Corporation February 2004 - May 2006
ING January 2003 - February 2004
Skills
Mutual Funds, Process Improvement, Risk Management, Account Reconciliation, Mergers & Acquisitions, Management, Financial Services, Accounting, Investments, Internal Controls, Credit, Microsoft Excel, Leadership
Education
Suffolk University 2013 — 2016
Master of Arts (M.A.)
Eastern Nazarene College 2002 — 2004
Bachelor of Arts
Eastern Nazarene College 2000 — 2004
Degree of Arts
ServiceMaster Metropolitan May 2014 - April 2015
SeaCube Container Leasing August 2011 - September 2013
Interstate Waste Services, Inc. March 2008 - July 2011
State Street Corporation August 2007 - February 2008
JVC Company of America July 1989 - August 2007
Skills
Outlook, Administrative..., Budgets, Marketing, Microsoft Office, Management, Strategic Planning, Pricing, Trade Shows, Team Building, Teamwork, Time Management, Expense Reports, Forecasting, Travel Arrangements, Process Improvement, Operations Management, Invoicing, Inventory Management, Process Scheduler, Human Resources, Executive Support, Calendaring, Office Management, Administrative...
Education
Eastwick College
West Milford High School
Diploma
Metlife February 2011 - Present
State Street Corporation March 2009 - December 2010
Merrill Lynch Financial May 2008 - August 2008
Dee Zee Manufacturing May 2006 - August 2006
Education
Drake University 2004 — 2008
BSBA, Finance (corporate), Managerment
Bessemer Venture Partners May 2014 - Present
Bessemer Venture Partners November 2011 - May 2014
State Street Corporation August 2010 - November 2011
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2008 - August 2008
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Muhlenberg College 2006 — 2010
Bachelors Degree, Finance
John Hancock Financial Services May 2015 - Present
PwC September 2011 - May 2015
Cross Country Automotive Services June 2010 - September 2011
Adrian A Gaspar & Company, LLP April 2008 - June 2010
State Street Corporation June 2007 - November 2007
Volunteer Income Tax Assistance (VITA) February 2007 - April 2007
Skills
Accounting, Financial Statements, General Ledger, Account Reconciliation
Education
University of Massachusetts Boston 2008 — 2010
MSA, Masters in Science of Accounting
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Accounting
Deakin University
Bayview Asset Management, LLC June 2013 - Present
Franklin Templeton Investments October 2012 - February 2013
State Street Corporation February 2011 - October 2011
Citizens Bank March 2010 - February 2011
Allen & Company of Florida, Investments & Securities Firm August 2009 - December 2009
Florida Southern College January 2008 - May 2008
Skills
Financial Analysis, Mutual Funds, Investments, Financial Modeling, Equities, Portfolio Management, Risk Management, Microsoft Excel, Valuation, Banking, Securities, Financial Reporting, Financial Services, Business Strategy, Strategy, Trading, Leadership, Management
Education
Nova Southeastern University 2011 — 2013
MBA, Finance
Florida Southern College 2005 — 2009
Bachelor of Science, Business Administration: Finance / Minor: Economics
Seekonk High School
State Street October 2009 - Present
Wellington Management December 2006 - May 2009
State Street Corporation May 1993 - December 2006
CSC Consulting July 1986 - May 1993
Pratt & Whitney July 1984 - July 1986
Xerox Corporation June 1983 - May 1984
Education
Fairfield University 1980 — 1984
BS, Mathematics & Computer Science
Constant Contact October 2014 - Present
Monster Worldwide July 2013 - October 2014
Homesite Insurance March 2012 - July 2013
STATE STREET CORPORATION June 2007 - January 2012
GlaxoSmithKline September 2006 - June 2007
The Marketing Coach January 2004 - September 2006
University of Kentucky January 2002 - September 2006
TECHNOLOGIC PARTNERS August 2001 - September 2001
DELTA SIGMA PHI NATIONAL FRATERNITY June 1998 - August 2001
CRONIN & COMPANY PUBLIC RELATIONS January 1998 - May 1998
Skills
New Business Development, Cross-functional Team..., Program Management, CRM, Recruiting, Strategy, Analysis, Portfolio Management, Project Management, SDLC, Process Improvement, Management, Risk Management, Visio, Integration, Change Management, Training, Business Process, SharePoint, Software Documentation, Quality Assurance, Business Development, Business Process..., Budgets, Vendor Management
Education
Eastern Kentucky University 2004 — 2006
MBA, Business Administration
University of Kentucky 2002 — 2004
Pre-MBA
University of Hartford 1994 — 1998
BA, Bachelor of Arts, Public Relations and Mass Communication
Millbrook Modular Homes August 2014 - Present
Loomis Sayles March 2012 - Present
State Street Corporation January 2010 - March 2012
Millbrook Modular Homes January 2011 - December 2011
State Street Corporation March 2007 - November 2011
360 Huntington Fund September 2009 - September 2010
360 Huntington Fund September 2008 - September 2009
Investors Bank & Trust February 2006 - March 2007
Skills
Bloomberg, Portfolio Management, Investments, Securities, Financial Services, Finance, Hedge Funds, Trading, Financial Analysis, Mutual Funds, Alternative Investments, Corporate Finance, Investment Management, ETFs, Equities, Financial Statement..., Account Reconciliation, Asset Management, Charles River IMS, Macroeconomics, Learning, Microsoft Office, Fundamental Analysis, Technical Writing, Technical Analysis, Heliograph, Failed Trade Analysis, Portfolio Analytics, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA/MSF, Corporate Finance and Investments
University of Massachusetts, Amherst 2001 — 2005
B.B.A, Finance and Operations Management
Foxboro High School
College Prep, some honors
DigitasLBi_US May 2015 - Present
DigitasLBi_US November 2013 - May 2015
iProspect April 2012 - November 2013
Wicker Park Bucktown Insider’s Guide November 2011 - April 2012
Loring, Wolcott, and Coolidge March 2008 - October 2010
Brown Brothers Harriman August 2006 - March 2008
State Street Corporation July 2003 - April 2006
Skills
Mutual Funds, Financial Services, Online Marketing, SEM, Client Services, Investments, Relationship Management, Financial Analysis, Finance, Analysis, Analytics, Google Analytics
Education
DePaul University 2011 — 2013
MA, New Media Studies
Saint Anselm College 1999 — 2003
BA, Business
Education Development Center August 2011 - Present
Rodman Arena May 2009 - Present
Rodman Arena April 2009 - Present
Samsonite Corporation / NRS Global Partners October 2010 - November 2010
Curry College December 2005 - August 2010
BearingPoint / Accountemps May 2005 - December 2005
Stop & Shop / Manpower March 2005 - May 2005
Masco Contractor Services / Accountemps March 2004 - February 2005
State Street Corporation June 2000 - March 2003
State Street Corporation November 1999 - June 2000
Skills
Budgets, Forecasting, Accounts Receivable, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Federal Government..., Account Management, PowerPoint, Access, Customer Service, Budget Analysis, Event Planning, Data Entry, Financial Analysis, Process Improvement, Volunteer Management, Corporate Finance, Fundraising, Non-profit
Education
Elmira College 1992 — 1996
B.A, Mathematics
University of Wales, Swansea 1994 — 1995
Mathematics, American Studies
Mercer Investment Management May 2010 - Present
State Street Corporation February 2001 - January 2009
Bank of Boston / Fleet Financial June 1989 - February 2001
Skills
SDLC, PMP, Analysis, Planning, Business Analysis, SharePoint, Writing Skills, Technical Writing, Quality Assurance, Project Planning, Software Implementation, Software Project..., Requirements Gathering, Visio, Management, Requirements Analysis, Process Improvement
Education
DePaul University
Computer Programming & Accounting
University of Kansas
Bachelors Degree
William George Assoc
Project Management
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - Present
State Street June 2006 - August 2012
State Street Corporation June 2006 - January 2010
Fidelity Investments 2000 - 2006
Skills
Microsoft Access, Brio Designer, Microsoft Office, User Acceptance Testing, Compliance, Talent Acquisition, Process Improvement, Excel, PowerPoint, PeopleSoft, Talent Management, Microsoft Excel
Education
Emmanuel College 2006 — 2008
Master's Degree, Human Resource Management
Marketing Solutions Center (MSC) a WPP Company April 2014 - Present
Iron Mountain March 2012 - November 2013
State Street Corporation June 2009 - January 2012
Biogen Idec December 2008 - June 2009
ITT September 2006 - November 2008
Asset Management Finance June 2005 - September 2006
Fidelity Investments November 1998 - June 2005
Skills
Executive Support, Office Management, Executive..., Project Management, Team Leadership, Coordinating Events, Teamwork, Executive Presentations, Risk Management, Information Security, Secretarial Skills, Confidentiality, Office Administration, Microsoft Office, PowerPoint, Messaging, Customer Service, Salesforce.com, Team Building, Sales, Management, Event Planning, Outlook, Leadership, SharePoint, Strategic Planning
Education
Eastern Nazarene College 2003 — 2006
Bachelor's degree, Business Management
Katharine Gibbs 1993 — 1994
Certificate, Information Processing
State Street Corporation June 2014 - Present
State Street June 2011 - January 2014
Skills
Bi-Lingual, Multilingual, Time Management, Teamwork, English, Team-oriented, Market Research, Editing, Foreign Languages, Tutoring, Social Networking, PowerPoint, Research, Facebook, Data Analysis, Customer Service, Vendor Management
Education
Endicott College 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
State Street Global Advisors April 2015 - Present
State Street Global Advisors March 2011 - Present
State Street Corporation September 2008 - February 2011
State Street Corporation January 2008 - August 2008
State Street Corporation May 2007 - December 2007
Skills
Performance Measurement, Fixed Income Analysis, Barclays Point, Performance Attribution, Fixed Income..., HiPerformance, Fixed Income, Analytics, Asset Management, Mutual Funds, Bloomberg, Investments, Alternative Investments, Hedge Funds, Investment Management, Financial Services, Professional Mentoring
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
Dual Masters Degree - MS in Finance / MBA
Beijing University - Law School 1998 — 2003
Bachelor of Laws, LL.B., International Economic Jurisprudence
Invesco US July 2014 - Present
State Street Corporation August 2009 - Present
State Street Financial Bank August 2007 - August 2009
The Home Depot August 2003 - March 2007
Skills
Risk Management, Accounting, Banking, Customer Service, Financial Services, Finance, Management, Leadership, Microsoft Word, Microsoft Excel, Portfolio Management
Education
Eastern Nazarene College 2003 — 2007
Bachelor of Science (BSc), Pyschology and Sociology
State Street Corporation June 2010 - Present
UBS Financial Services January 2010 - May 2010
Education
Curry College
Bachelor of Arts, Management; an Accounting Concentration
Dell SecureWorks February 2015 - Present
Ipswitch, Inc. - WhatsUp Gold October 2010 - February 2015
McAfee November 2006 - February 2010
Secure Computing August 2006 - May 2007
State Street Corp August 2000 - June 2006
State Street Corp May 1998 - July 2000
State Street Corporation December 1996 - May 1998
Massachusetts Institute of Technology (MIT) September 1995 - December 1996
The Boston Company December 1993 - July 1994
Bank of Boston January 1993 - August 1993
Skills
Cloud Computing, TCP/IP, Agile Methodologies, Computer Security, Unix, Network Security, Linux, Firewalls, Virtualization, Security, IT Audit
Education
Emerson College 1990 — 1992
MA, Business Communication and PR
University of Massachusetts Boston 1985 — 1988
BS, Mnagement/MIS
State Street Corporation April 2008 - Present
State Street Corporation November 2005 - April 2008
Merrill Corporation April 2002 - November 2005
Skills
Microsoft Excel, Operational Excellence, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Fast Learner, Teamwork, Goal Oriented, Customer Satisfaction, Customer Service, Global Custody, Foreign Exchange, Investment Banking, Accounting System, Problem Solving, Research, Corporate Finance, Creative Solutions
Education
Eastern Nazarene College 2009 — 2011
Bachelor, Business Administration
Quincy College 2001 — 2005
Associate, Computer Science - Networking
Knowledgent Group April 2012 - Present
SunGard Global Services October 2009 - August 2011
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 2001 - July 2007
SEI Corporation 2000 - 2001
Broadway & Seymour, Inc. 1994 - 1996
Independent Consulting Engagements 1993 - 1994
Multibank Financial Corporation 1988 - 1993
SEI Corporation 1986 - 1988
Fidelity Bank, NA 1980 - 1985
Skills
Project management, Business Analysis, Business Strategy, Cost Reduction, Managerial Experience, Process Improvement, Sales Support, Software Implementation, Data Conversion, Reconciliations, Trust Accounting, Global Custody, SWIFT, Euroclear, Securities Processing, Integration, Process Consulting, Securities, Project Management, SDLC, Financial Services, Management Consulting, Analysis, Banking, Leadership, Outsourcing, Business Requirements, Business Process..., Management
Education
Duquesne University
Bachelors
University of Exeter, England
Intensive foreign study program
Williams College/New England School of Banking
Trust & Fiduciary Program
Deli International July 2015 - Present
Truity Credit Union June 2012 - April 2014
State Street Corporation March 2010 - June 2012
People's Bank February 2009 - March 2010
Douglas County Bank January 2006 - January 2009
Skills
Customer Service, Banking, Financial Services, Microsoft Word, Outlook, Process Improvement, Teamwork, Sales
Education
Fort Hays State University 2009 — 2012
Bachelor's degree, Business Communications
Johnson County Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Admin
State Street Corporation May 2015 - Present
Bank of Stockton February 2015 - May 2015
F&M Bank January 2014 - February 2015
Wells Fargo November 2010 - January 2014
Sun Tan City March 2007 - September 2008
Skills
Finance, Organizational..., Leadership Development, Strategic Planning, Ambit Optimist 7, Bukers Tax Analysis, Management, Sales, Customer Service, Event Planning, Fundraising, Public Speaking, Commercial Banking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Marketing, Public Relations, Retail Banking, Cash Management, Team Leadership, Recruiting, Leadership, Cross Selling, Cash Operations, Efficiency, Close Attention to..., Supervising
Education
University of the Pacific - Eberhardt School of Business 2013 — 2015
BS, Business Administration, Finance
El Paso Community College 2011 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.37
El Paso Community College 2011 — 2012
Associate of Arts (A.A.), Public Relations, Advertising, and Applied Communication, 3.37
U.S. Bank December 2013 - Present
State Street Corporation 2011 - September 2013
Drexel University's LeBow College of Business September 2009 - June 2011
US Bank April 2007 - May 2009
Evergreen Investments/ Wachovia Corp June 2002 - April 2007
Evergreen Investments/ Wachovia Corp April 2001 - June 2002
Skills
Bloomberg, Investments, Portfolio Management, Fixed Income, Financial Analysis, Risk Management, Banking, Mutual Funds, Financial Services, Securities, Investment Management, Trading, Analysis, Financial Reporting, Finance, Equities, Accounting, Corporate Finance
Education
Drexel University - College of Business and Administration 2009 — 2011
MBA, Finance
Saint Joseph's University
Bachelor of Science
Beacon Health Strategies September 2014 - Present
Citi November 2010 - May 2014
State Street Corporation January 2007 - November 2010
Manulife Financial July 2000 - January 2007
Pegasystems December 1999 - July 2000
John Hancock December 1989 - December 1999
US Army Reserve 1979 - 1995
Horizon House Publications May 1987 - December 1989
Wang December 1985 - May 1987
Skills
Databases, Software Development, Microsoft SQL Server, VB.NET, SQL, Enterprise Architecture, Visual Basic, SQL Tuning, Data Warehousing, T-SQL, SDLC, Database Administration, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project..., ETL, SharePoint, Business Intelligence, Requirements Gathering, Visio, Integration
Education
Northeastern University 1990 — 1996
Framingham State University 1981 — 1985
Sunlife Financial March 2013 - Present
Dana-Farber Cancer Institute December 2011 - March 2013
American Tower February 2008 - December 2011
State Street Corporation July 2006 - August 2007
Skills
Access, Finance, Financial Analysis, Networking, Project Planning, Budget, Auditing, Microsoft Office, Forecasting, Strategic Planning, Product Management, Vendor Management, Human Resources, Leadership, Program Management, Training, Business Process, Business Analysis, HRIS, Workday
Education
University of Connecticut 2004 — 2006
BS, Human Development Family Studies
Emmanuel College 2004 — 2004
Business
Colby-Sawyer College 2002 — 2003
Business
Yodlee March 2013 - Present
Royal Bank of Scotland September 2011 - February 2013
McCloskey and Co. Chartered Accountants February 2010 - July 2010
State Street Corporation July 2008 - December 2008
Skills
Business Development, Financial Technology, Entrepreneurship, SaaS, Start-ups, Strategy, Sales
Education
Northeastern University 2006 — 2011
Bachelor of Science, International Business and Strategy; Finance and Insurance
Dublin City University 2009 — 2010
Bachelor of Science, European Business
Newton South High School 2002 — 2006
State Street Corporation July 2007 - Present
Investors Financial Services December 1993 - July 2007
Skills
Fund Accounting, Mutual Funds, Business Analysis, Financial Services, Equities, Alternative Investments, Fixed Income, Securities, Fund Administration
Education
Fitchburg State University 1989 — 1993
General Assembly March 2015 - Present
Marco Consulting Group September 2011 - February 2013
Marco Consulting Group January 2006 - February 2012
U.S. General Services Administration June 2005 - August 2005
Northern Trust Company January 2004 - August 2004
State Street Corporation February 2000 - August 2003
Skills
Investments, Analysis, Asset Allocation, Valuation, Asset Management, JavaScript, Ruby, jQuery, Sinatra, SQL, HTML5, CSS, AJAX, Web Design, APIs, Backbone.js, PostgreSQL, Management, Strategy, Equities, Portfolio Management, Fiduciary Services, Investment Management, Web Development, D3.js, Underscore.js, MEAN stack, Mongo, Angu, MongoDB, Express.js, Node.js, AngularJS, Testing, Jekyll, Mutual Funds, Hedge Funds, Alternative Investments
Education
General Assembly 2015 — 2015
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
MBA, Finance
Miami University 1994 — 1999
BS, Marketing
Sleep Medicine Services of Western Massachusetts November 2012 - Present
MetroWest Medical Center August 2012 - Present
MetroWest Medical Center November 2009 - Present
RW Illustration & Design 2004 - Present
Carecentrix May 2012 - January 2014
Tri-County Sleep Center January 2009 - October 2011
Sleep HealthCenters April 2010 - September 2011
Staples March 2009 - March 2010
State Street Corporation August 2007 - March 2009
PrintCentre, Inc September 1999 - November 2006
Skills
Reiki I, Polysomnography, Sleep Disorders, Healthcare, Analysis, Graphic Design, Customer Service, Public Speaking, Creative Writing, Project Management, Microsoft Office, Microsoft Word, Sleep Apnea, Social Media, Editing, Research, PowerPoint, Books, Writing, Adobe Creative Suite, InDesign, Voice Over, Voice Acting, Acting, Proofreading, Illustrator, Outlook, RPSGT, Mac, Sleep Education, Compassion, Pre-press, Singing, Improvisation, Theatre, Narration, Stage, Drama, 4-color Process, Dialects, QuarkXPress, Word, Health, Event Management, PC, Excel, Event Planning, English, Paranormal Investigation, Hospitals
Education
A-STEP Polysomnography Technologist Program 2009 — 2009
Graduate, Polysomnography
Save-A-Heart AHA Certified CPR/BLS Course
Certificate, Basic Life Support for Health Care Providers
Framingham State College 1989 — 1994
BA, Fine Arts/Graphic Design
Natick High School 1985 — 1989
Graduate
ExpertRating Certification course
Project Management, Lean Management, Six Sigma Green Belt
CIBC Mellon September 2013 - Present
State Street Corporation August 2012 - November 2012
State Street Corporation October 2007 - August 2012
Skills
Investments
Education
Durham College 2006 — 2007
George Brown College 2003 — 2004
Marketing
State Street January 2015 - Present
State Street August 2011 - December 2014
State Street Corporation August 2008 - August 2011
State Street Corporation July 2006 - January 2008
Skills
Salesforce.com..., System Administration, Reporting & Analysis, Data Stewardship, Data Analysis, Database Queries, Data Migration, CRM Integration, CRM, Functional Requirements, System Testing, Functional Testing, Quality Center, Production Support, Salesforce.com, Salesforce Training, Training, Salesforce.com..., Apex Data Loader, Cognos, Research, 3rd Party Integrations, Informatica, SNL, Morningstar, Global Cross-Functional..., Leadership, Communication, Microsoft Office, Access, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Visio, Facebook, Twitter, Instagram
Education
Framingham State College 2004 — 2008
Bachelor of Science, Business Administration
Cervello October 2014 - Present
Cervello March 2013 - September 2014
State Street Corporation June 2011 - March 2013
Hayward Capital Strategy January 2012 - August 2012
State Street Corporation June 2009 - August 2010
Green Goat Inc May 2009 - August 2009
Patriot Lawn Care April 2003 - October 2007
Skills
Finance, Management, Entrepreneurship, Analytics, Fixed Income, Structured Finance, Salesforce.com, Work.com Implementation, Research, Structured Products, Microsoft Excel, Salesforce.com..., Birst, Essbase, Smartview, Report and Dashboard..., Business Analysis, R, Agile Methodologies, Microsoft Office, Leadership, Analysis, Consulting
Education
Elon University 2007 — 2011
Business, Economics and Entrepreneurship
Concord Carlisle
Concord Carlisle
DST Systems July 2013 - Present
Deutsche Bank 2011 - 2013
Fidelity Investments 2006 - 2011
State Street Corporation 1999 - 2005
State Street Corporation 1999 - 2001
Skills
Hedge Funds, Investments, Financial Services, Asset Allocation, Business Development, Management, New Business Development, FX Options, Financial Advisory, Sales, Fund Administration, Funding, Selling, Integrated Marketing, Alternative Investments, Equities, Family Office, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Capital Markets
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, International Business
University of Colorado Boulder 1986 — 1990
BS, Journalism/Marketing
Darien High School 1983 — 1986
HS
UTXL, INC January 2013 - Present
State Street Corporation February 2005 - November 2011
State Street Corporation June 1999 - February 2005
State Street Corporation September 1997 - June 1999
Rapid Corp January 1995 - January 1997
J.Baker January 1992 - January 1995
Skills
Microsoft Office, Fund Accounting, Account Reconciliation, Corporate Actions, Mutual Funds, Accruals, Bloomberg Terminal, Fixed Income, Equities, Auditing, Portfolio Management, Finance, Accounting
Education
Eastern Nazarene College 1995 — 1997
Bachelor of Science, Business Administration
Bentley College 1987 — 1994
Accounting and Business/Management
Northeastern University 1980 — 1982
Business Administration and Management, General
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
PaperWorks Industries, Inc. February 2011 - Present
Medicia Holdings LLC November 2006 - February 2011
State Street Corporation June 2005 - November 2006
SES Americom March 2004 - September 2004
PA Office of Attorney General March 2003 - September 2003
Mothers Work, Inc. March 2002 - September 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Cash Management, Financial Accounting, Cash Flow, Consolidation, Due Diligence, Internal Audit, Variance Analysis, Finance, General Ledger, Account Reconciliation
Education
Temple University - Fox School of Business and Management
Drexel University - College of Business and Administration 2000 — 2005
BS / BA, Finance, Accounting
Topeka Capital Markets, Inc November 2014 - Present
Fordham University August 2014 - Present
Brown Brothers Harriman February 2013 - August 2014
Brown Brothers Harriman September 2011 - February 2013
Brown Brothers Harriman December 2009 - September 2011
Brown Brothers Harriman May 2009 - December 2009
State Street Corporation June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Mergers & Acquisitions, Equities, Corporate Finance, Bloomberg, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Microsoft Excel, Financial Analysis, Alternative Investments, Derivatives, Fixed Income, Mergers, Management, Financial Modeling, Investments, Foreign Currency, Global Custody, Corporate Actions, NAV, Series 63, Fund Administration, Excel models, Risk Monitoring, M&A support, Equity Research, Fundamental Analysis, Freight Transportation
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Union College 2004 — 2008
B.A., Managerial Economics
Phillips Exeter Academy 2003 — 2004
Winchester High School 1999 — 2003
STATE STREET CORPORATION April 2013 - October 2014
LA BOHEMIA BOSTON, LLC August 2008 - August 2014
STATE STREET CORPORATION July 2006 - April 2013
STATE STREET CORPORATION July 2004 - July 2006
Skills
Online Marketing, Social Media Marketing, Brand Development, Online Branding, New Business Development, Small Business..., Accounting, Financial Analysis, Financial Reporting, Direct Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Event Management, Promotions, Marketing Communications, Marketing Management, Business Strategy, Event Marketing, Customer Relations, Event Planning, Business Planning, Segmentation, Google Analytics, PowerPoint, Entrepreneurship, Web Analytics, Social Networking, Online Advertising, Facebook, Digital Media, Negotiation, Analytics, Direct Mail, Spanish, Excel, Team Leadership, Project Management, Business Development, Microsoft Excel, Strategy, CRM, Marketing
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing
University of Massachusetts Boston 1999 — 2003
B.A., Business Management, Marketing
Boston Beer Company July 2013 - Present
Boston Beer Company September 2010 - July 2013
State Street Corporation April 2007 - April 2009
Target - Corporate HQ January 2006 - February 2007
Hilton June 2004 - November 2005
Skills
Applicant Tracking..., Taleo, Vendor Management, Project Management, Negotiation, Talent Acquisition, College Recruiting, Recruiting, Technical Recruiting, Sourcing, Talent Management, Onboarding, Employee Relations, Behavioral Interviewing, HRIS, Interviews, Screening, Succession Planning, Benefits Negotiation, Marketing, Internet Recruiting, New Hire Orientations, Executive Search, Human Resources, Sales, Temporary Placement, CRM, Employer Branding, Screening Resumes, Training
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Masters of Business Administration, Marketing
Metropolitan State University 2000 — 2004
Bachelor of Arts, Psychology
State Street Corporation April 2008 - January 2013
Bank of America June 2006 - April 2008
State Street Corporation April 2004 - June 2006
State Street Corporation April 2003 - March 2004
State Street Corporation October 2000 - March 2003
State Street Corporation July 1999 - October 2000
State Street Corporation November 1997 - July 1999
AccounTemps/Federal Home Loan Bank of Boston September 1997 - November 1997
Skills
Fixed Income, Access
Education
Duke University 1993 — 1997
ba
STATE STREET CORPORATION November 2006 - Present
State Street Corp July 2001 - Present
Education
Fairfield University 1997 — 2001
Bachelor of Science
Wellington Management April 2014 - Present
Wellington Management July 2003 - March 2014
Wellington Management August 1999 - July 2003
State Street Corporation October 1995 - August 1999
Skills
Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Derivatives, Mutual Funds, Middle Office, Financial Services, Asset Management, Asset Managment, Risk Management, Trading Systems, Leadership, Hiring, Trading, FX Trading, FX Spot, Private Equity, Alternative Investments, Project Management, Problem Solving, Equity Trading, Budgeting, Back Office, Outsourcing, Offshoring, Relationship Management, Client Services, Customer Service, IT Solutions, Contract Negotiation, Operations Management, Operational Excellence, Creative Solutions, Team Leadership, Team Building, Strategic Planning, Outsourcing Management, Global Management, Corporate Actions, Account Reconciliation, Operational Risk..., Claims Management, Class Actions
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2007
MBA, Corporate Finance and Investments
University of Massachusetts Lowell 1989 — 1993
BA, History and Economics, Cum Laude
State Street Corporation July 2004 - January 2006
iProspect April 2000 - April 2004
Education
Endicott College 1993 — 1995
In A Pinch Cleaning Service September 2012 - Present
Cameron Middle School 2010 - 2012
Weston High School 2008 - 2010
State Street Corporation 2004 - 2007
Stalter and Kennedy Law, P.C. 2003 - 2003
Skills
Research/Analysis, Teaching/Training, Special Education, Writing, Customer Service, Marketing, Negotiation, Time Management, Analysis, Microsoft Office, Teaching, Research, Finance, Public Speaking, English, Editing
Education
Boston College 2009 — 2010
Master of Education (MEd), Special Education
Fairfield University 1999 — 2003
Bachelor's Degree, English
Medtronic May 2012 - Present
State Street Corporation January 2010 - January 2012
State Street Corporation October 2008 - January 2010
Mellon Financial Corporation May 2005 - September 2006
State Street Corporation February 2001 - May 2005
Rockland Federal Credit Union September 1997 - February 2001
Rockland Federal Credit Union October 1996 - September 2000
Skills
Visio, Microsoft Office, Process Improvement, Access, Outlook, Event Management, Documentation, Testing, Data Analysis, PowerPoint, Lotus Notes, Business Analysis, Fast Learner, Excel, Word, Research, Banking, Administration, Budgeting, Problem Solving, Windows, Financial Reporting, Social Media, Spreadsheets, SharePoint, User Acceptance Testing, Databases, Office Management, Tableau, Lean Daily Management, Kaizen, Value Stream Mapping, Budgets, Leadership, Time Management, Microsoft Excel, Customer Service, Software Documentation, Analysis, Microsoft Word
Education
Fisher College 2015 — 2018
Bachelor's degree, Business Administration and Management, General, 4.0
Massachusetts School of Information Technology 2012 — 2012
Certificate for Microsoft Office Access Specialist, Microsoft Access
Katharine Gibbs School 1997 — 1999
Associates, Legal Secretarial Arts
Mansfield High School 1993 — 1997
High School Diploma
Needham Bank January 2015 - Present
Needham Bank July 2012 - December 2014
Whitaker Media January 2011 - July 2012
State Street January 2009 - December 2010
State Street Corporation September 2005 - December 2008
State Street Corporation January 2000 - August 2005
Skills
Financial Analysis, Financial Reporting, Marketing, Social Media, Web Design, Competitive Analysis, Blogging, Public Relations, Strategic Analysis, Business Reporting, Podcasting, Web Development, Business Strategy, Analytics, Social Media Marketing, Content Development, Content Management, Marketing Strategy, Marketing Communications, Email Marketing, Online Marketing, Social Networking, Corporate Communications, Strategic Planning, Market Research, Small Business, Digital Marketing, Management Consulting, Web Content Management, Business Analysis, Content Strategy, Online Advertising, Google Analytics, Management, CRM, Analysis, SEO, WordPress, Digital Media, Lead Generation, Strategy, New Media, Digital Strategy, Web Analytics, Integrated Marketing, SEM, Consulting, Advertising, Finance, Project Management
Education
Northeastern University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Harvard University 1993 — 1996
ALB, Extension Studies
Loyola College 1991 — 1993
Communications & Journalism
Fidelity Investments June 2013 - Present
Metro Credit Union August 2012 - June 2013
Fidelity Investments 2010 - 2012
Fidelity 2004 - 2008
State Street Corporation 1998 - 2003
Artesyn Technologies 1992 - 1998
Skills
Business Analysis, Process Improvement, Risk Management, Project Management, Access, Management, Security, Auditing, Internal Controls, Strategic Planning, Business Process..., Sarbanes-Oxley Act, Change Management, Risk Assessment
Education
Emmanuel College
Bachelors of Science, Business Administration and Management, General
State Street Corporation January 1997 - Present
Skills
Mutual Funds, Fund Accounting, Global Custody, Securities, Financial Services, Fixed Income, Equities, Back Office, Settlement, Risk Management, Asset Management, Bloomberg, Investments, Hedge Funds, Derivatives, Alternative Investments
Education
Fitchburg State University 1995 — 1996
BS, Business Administration - Management
State Street March 2015 - Present
Citizens Bank April 2013 - March 2015
State Street Corporation October 2007 - April 2013
Skills
Data Analysis, Excel, Business Analysis, Analysis, Credit Risk, SQL, Basel II, SAS, Capital Markets, Risk Management, Microsoft SQL Server, Data Management, Data Quality
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MSF
Providence College 2002 — 2005
State Street Corporation November 1997 - Present
Skills
Performance Attribution, Fund Accounting, Mutual Funds, Fixed Income, Bloomberg
Education
Emerson College 1991 — 1994
Steward Health Care September 2015 - Present
Bank of New York Mellon March 2008 - August 2015
State Street Corporation February 2005 - March 2008
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Accounting
Merrimack College 2001 — 2004
Bachelor's degree, Accounting
Wellington Management April 2011 - Present
Sun Life Financial April 2010 - April 2011
State Street Corporation January 2007 - March 2010
Fidelity Investments 1994 - 2006
Skills
Strategic Sourcing, Vendor Management, Procurement, RFP, Outsourcing, Process Improvement, Spend Analysis, Contract Negotiation, Contract Management, Relationship Management, Negotiation, Change Management, Supply Management, Strategy, Management, Management Consulting, Business Process, Sourcing, Global Sourcing
Education
Emmanuel College
Bachelor of Science (BS), Business Administration
University of Massachusetts at Lowell
State Street April 2006 - Present
Statestreet August 2002 - March 2006
Statestreet August 2001 - August 2002
state street corporation July 2000 - August 2001
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Securities, Financial Services, Fund Accounting, Asset Management, Derivatives, Financial Analysis, Hedge Funds, Portfolio Management
Education
Fairfield University 1996 — 2000
Coldwell Banker Residential Brokerage October 2013 - Present
Hooked on Tilly LLC 2011 - Present
BNY Mellon Wealth Management February 2004 - September 2010
State Street Corporation January 2002 - August 2003
Skills
Investments, Financial Analysis, Asset Management, Strategic Planning, Portfolio Management, Financial Services, Real Estate Transactions
Education
Trinity College-Hartford
BS, History
Florida Atlantic University
MBA
Proctor Academy
State Street Corporation September 2001 - Present
Skills
SDLC, Visio, User Acceptance Testing, Business Analysis, SQL, Process Improvement, MS Project, Business Intelligence, Agile Project Management, Business Requirements, Vendor Management, HTML, Project Management, MySQL, Microsoft Office, Quality Assurance, Lean Software..., Six Sigma, Rational XDE, Data Analysis, Analysis, Risk Management, Microsoft SQL Server, Database Design, Software Quality..., Requirements Gathering, Mutual Funds, Bloomberg, HTML + CSS, RFT, Sharepoint Administrator, ETL, Global Teams, Root Cause Analysis
Education
Framingham State College 1999 — 2001
Bachelor of Science, Business Administration and Management, General
Syracuse University 1995 — 1999
Chemical Engineering, Management
Wayland High School
U.S. Bank August 2015 - Present
State Street Corporation 2006 - April 2014
State Street Corporation 2001 - 2006
State Street Corporation 1997 - 2001
State Street Corporation, Canary Wharf London 1997 - 1997
State Street Corporation 1992 - 1996
Skills
Fund Accounting, Middle Office, Back Office, Relationship Management, Mutual Funds, Securities, Fixed Income, Global Custody, Financial Risk, Trading, Settlement, Analysis, Client Services, Investments, Management, Leadership, Process Improvement, Risk Management, Banking, Financial Services
Education
Eastern Nazarene College 1995 — 1997
Bachelor of Science in Business Administration, Cum Laude
North Quincy H.S.
Prudential Financial April 2005 - Present
State Street Corporation November 1999 - April 2005
Great American Insurance Company November 1997 - November 1999
Skills
Securities, Fixed Income, Mutual Funds, Asset Management, Financial Markets, Options, Business Analysis, Finance, Middle Office
Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Finance
Rutgers Business School
Bachelor’s Degree, Marketing
GMO August 2014 - Present
PanAgora Asset Management May 2010 - August 2014
State Street Corporation May 2008 - May 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, Business Analysis
Education
Northeastern University 2010 — 2012
Master of Science (MS), Finance
Duquesne University 2003 — 2007
Bachelor of Science (BS), Economics/Marketing
Reliant Search Partners, LLC 2008 - Present
Robert Half International 2005 - 2008
State Street Corporation 2002 - 2005
Skills
Finance, Financial Modeling, Asset Managment, Financial Services, Tax, Financial Analysis, Derivatives, Business Development, Investment Banking, Middle Office, Capital Markets, Hedge Funds, Equities, Recruiting, Asset Management, Portfolio Management, Economics, Mergers & Acquisitions, Securities, Networking, Accounting, Bloomberg, Microsoft Excel, Corporate Finance, Analysis, Investments, Fixed Income, Valuation, Quantitative Analytics, Due Diligence, Relationship Management, Strategy, Private Equity
Education
BHS
DS
Fordham University
Finance, Economics
State Street Bank February 1985 - Present
PMI MassBay Chapter May 2011 - Present
State Street Corporation 1985 - Present
South Shore Habitat for Humanity 2009 - 2012
PMI - Mass Bay October 2008 - January 2009
Boston Safe Deposit and Trust Company June 1976 - February 1985
BNY Mellon 1976 - 1985
Skills
Program Management, Fundraising, Process Improvement, Risk Management, Project Management, Vendor Management, Strategic Planning, Change Management, Business Analysis, Project Planning, Team Building, PMP, Business Process..., Management, Strategy, Analysis, Leadership, Cross-functional Team..., Finance, SDLC, Software Project..., PMO
Education
Emmanuel College 1991 — 2001
Bachelors of Science, Management
Wipro Consulting April 2011 - Present
Independent Consulting September 2010 - February 2011
State Street Corporation April 2000 - December 2008
Johnson & Johnson September 1979 - March 2000
Franklin State Bank September 1976 - September 1979
Skills
SDLC, Business Analysis, Business Process..., Process Improvement, Risk Management, Business Process, Software Project..., Program Management, PMP, Requirements Analysis, Governance, PMO, Information Technology, Software Development, Six Sigma, Project Management, Business Transformation, Project Portfolio..., Training
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University-New Brunswick 1980 — 1984
BS, Accounting
Computershare February 2015 - Present
Infusion Nurses Society October 2006 - July 2014
Boston Minuteman Council, BSA 2003 - 2006
State Street Corporation 1999 - 2003
Friendly’s Corporation 1994 - 2001
Hills Department Stores’ Corporate Office 1998 - 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Internal Controls, Payroll, Accruals, Spreadsheets, Financial Accounting, Bookkeeping, Microsoft Excel, Management, Outlook, Monthly Close, Leadership, Balance, Budgets, Forecasting, Preparation, Microsoft Office, Excel, Budgeting, Compliance, Customer Relations, Customer Service, Problem Solving, Reconciliation, Audit, GAAP, Auditing, Non-profits, Fixed Assets, Reconciling, Journal Entries, Variance Analysis, Reconciliations, Cash Flow, Payroll Processing, Peachtree, SOX, Expenses, Cash Management, US GAAP, Deferred Revenue, Benefits Administration, Flexible Spending..., Nonprofits
Education
Curry College 1994 — 1998
BA, Business with Concentration in Entrepeneurship
Brockton High School 1990 — 1994
High School Diploma
Brigham and Women's Hospital January 2014 - Present
Brigham and Women's Hospital July 2012 - December 2013
Brigham and Women's Hospital August 2010 - July 2012
Riverside Community Care Outpatient Center December 2008 - September 2010
Bed Bath and Beyond November 2008 - August 2009
Granite Telecommunications June 2008 - October 2008
Men’s Warehouse March 2008 - May 2008
Framingham State College January 2006 - May 2008
State Street Corporation June 2005 - August 2007
Skills
Outlook, PowerPoint, Lotus Notes, Microsoft Excel, Microsoft Word, File Management, Sales, Content Management, Web Site Production, Telemarketing, Oracle Developer 2000, Data Entry, Public Speaking, Access, Customer Service, Microsoft Office, Administrative..., Research, Workshop Facilitation, Teamwork, Administrative...
Education
Framingham State College 2004 — 2008
Bachelor of Arts (B.A.), Business/Corporate Communications
Framingham State University 2004 — 2008
BA, Corporate Communications
Blue Cross Blue Shield of Massachusetts September 2011 - Present
State Street Corporation April 2000 - February 2009
Education
Dekalb Community College
Thrive The Healing Center 2012 - Present
Spotsylvania County March 2011 - Present
Hope Springs Coaching October 2010 - Present
CVS/Caremark December 2002 - March 2011
State Street Corporation 1998 - 2002
Skills
Organizational..., Human Resources, Leadership Development, Employee Relations, Deferred Compensation, HRIS, Labor Relations, Employee Training, Succession Planning, Recruiting, Community Outreach, Public Speaking, Employee Benefits, Training, Coaching, Change Management, Government, Instructional Design, Performance Management, Organizational..., Policy, Onboarding, Workforce Planning, Payroll, Project Management, Leadership, Personnel Management, Team Building, Employee Engagement, Interviews, Executive Coaching, Conflict Resolution, Workshop Facilitation, Benefits Administration, Career Development, Talent Management, Hiring, New Hire Orientations, Resume Writing, HR Policies, Talent Acquisition, College Recruiting, Organizational Design
Education
Eastern Nazarene College 1989 — 2002
Bachelors of Arts, Business Administration
HH Global August 2015 - Present
State Street Corporation February 2006 - November 2014
Putnam Investments 1999 - 2006
Nortel Networks 1996 - 1999
Skills
Project Management, Financial Services, Management, Process Improvement, Vendor Management, Negotiation, Business Relationship..., Managing Project Budgets, Team Building, Organizational..., Marketing, CRM, Budgets, Marketing Communications
Education
Fitchburg State University
Bachelor of Science, Business Administration, Marketing
Novartis Vaccines and Diagnostics May 2009 - Present
Informa plc November 2005 - November 2008
State Street Corporation November 1999 - November 2005
state street 1999 - 2005
Skills
Information Security..., PCI DSS, Business Continuity, IT Audit, Information Security, Risk Assessment, Risk Management, Security Awareness, CISSP, Security, Vulnerability Assessment, ITIL, Integration, Governance, Information Technology, Disaster Recovery, Process Improvement, Program Management, COBIT, Privacy Law, Data Privacy
Education
Eastern Nazarene College 2002 — 2003
Masters of Science, Business Management
STATE STREET CORPORATION 2003 - Present
BANKERS TRUST COMPANY September 1984 - October 1999
Education
Delaware Valley University 1980 — 1984
BS, BUSINESS ADMINISTRATION
Deerfield Academy November 2012 - Present
Yankee Candle Company September 2012 - November 2012
Navesink Logistics/Logjobs.com 2009 - 2011
Cap Gemini Ernst & Young 1996 - 2001
State Street Bank 1988 - 1994
State Street Corporation 1988 - 1994
Skills
Operations Management, Applicant Tracking..., Executive Search, Process Improvement, Strategic Planning, Change Management, BPO, Mutual Funds, Organizational...
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, HSM
Tufts University 1984 — 1988
BA, International Relations
Westwood High School
BlackRock Solutions January 2010 - Present
BlackRock Solutions November 2009 - January 2010
State Street Corporation October 1998 - August 2009
Reliance Insurance April 1992 - October 1998
Skills
Financial Analysis, Fund Accounting, Management, Mutual Funds, Securities, Hedge Funds, Account Reconciliation, Fixed Income, Equities, Investments, Sarbanes-Oxley Act, Portfolio Management, Accounting, Bloomberg, Internal Controls, Financial Reporting
Education
Drexel University - LeBow College of Business 1988 — 1993
Business Administration, Accounting
State Street Corporation November 2005 - Present
State Street Corporation October 2005 - December 2006
State Street Corporation May 2000 - December 2005
Skills
Process Improvement, SharePoint, Financial Services, Project Management, Vendor Management, Project Planning, Management, Facilities Management, Strategic Planning, Budgets, Change Management, Outsourcing, Business Process, Program Management, Business Analysis, Procurement, Risk Management, Relationship Management, Analysis
Education
Drew University
BA, Political Science
Grand Circle Travel December 2011 - August 2012
State Street Corporation July 2002 - February 2009
Putnam Investments 2000 - 2002
SYNQOR, Inc December 1998 - September 2000
Teradyne, Inc. 1996 - 1999
Skills
Lotus Notes, Business Analysis, Software Development, Requirements Analysis, SQL, Agile Methodologies, Software Project..., Data Warehousing, Requirements Gathering, Vendor Management
Education
Daniel Webster College 1993 — 1996
Bachelors, Aviation Management and Flight Operations
Daniel Webster College 1993 — 1996
Bachelor's degree, Business Management
State Street Bank December 2013 - Present
State Street Corporation October 2007 - December 2013
Walgreens Corporation March 2006 - June 2008
Skills
Accounting, Financial Modeling, Private Equity, Financial Reporting, Tax, Hedge Funds, Fund Accounting, Accounts Payable, Accounts Receivable, Auditing, Payroll, Tax Returns, Analysis, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MSA, Accounting
Northeastern University
BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION
Northeastern University
ASSOCIATE OF SCIENCE, FINANCE
GSO Capital Partners April 2010 - Present
Callidus Capital Mgmt February 2007 - April 2010
Callidus Capital Management February 2007 - April 2010
Cerberus Capital Management March 2005 - February 2007
Cerberus Capital Management 2005 - 2007
Credit Suisse First Boston, Agency Services October 2004 - March 2005
US Bancorp March 2001 - October 2004
US Bancorp/State Street Corp June 1998 - October 2004
US Bancorp/State Street Corporation July 1999 - March 2001
State Street Corporation June 1998 - July 1999
Skills
Asset Management, Investments, Credit, Banking, Finance, Loans, Bonds, Process Improvement, Account Reconciliation, Cash Management, Outlook, Microsoft Excel, Accounting, Mutual Funds, Leveraged Finance, Auditing, CDO
Education
Emmanuel College 1994 — 1998
Bachelor of Arts, Concentration Economics
New York University SCPS
Certificate in Real Estate Finance and Investment (in progress)
Museum of Fine Arts, Boston September 2008 - Present
State Street Corporation 1986 - 2003
State Street Corporation 1986 - 2003
Education
Denison University 1975 — 1979
BA, Politcal Science
UMass Medical School July 2014 - Present
Universty of Massachusetts Medical School August 2010 - July 2014
STATE STREET CORPORATION January 2008 - August 2010
State Street Corporation February 2004 - January 2008
State Street Corporation June 1998 - February 2004
Skills
Management, Training, Financial Services, Editing, Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Analysis
Education
Eastern Nazarene College 1995 — 1998
Bachelor of Arts (BA), Business Administration; Management
Fidelity Capital Markets July 2011 - Present
Goldman Sachs June 2010 - December 2010
State Street Corporation July 2009 - September 2010
Bank of New York Mellon (Standish) July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration May 2011; Finance and Accounting
Northeastern University 2006 — 2011
Finance and Accounting
ESIC: Business & Marketing School
Northeastern University: College of Business Administration
Whelan Associates, LLC February 2001 - Present
State Street Corporation 1997 - 2001
Skills
Real Estate, Investments, Feasibility Studies, Construction, Financial Analysis, Real Estate Economics, Real Estate Development
Education
Fairfield University 1985 — 1989
Bachelor of Science (BS), Finance
Sun Life Financial August 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES COMPANY March 2003 - March 2010
STATE STREET CORPORATION March 1997 - December 2002
LIBERTY SECURITIES CORPORATION August 1995 - February 1997
KEYSTONE INVESTMENTS October 1988 - July 1995
STATE STREET CORPORATION October 1985 - September 1988
Education
Franklin & Marshall College
B.A, Accounting
Suffolk University
M.B.A
State Street Corporation 2011 - Present
State Street 2008 - 2010
Sovereign Bank 2005 - 2008
State Street 1994 - 2005
Bank of Boston 1985 - 1994
Arthur Andersen 1978 - 1982
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Emphasis in Finance
University of Massachusetts, Amherst
BBA, Accounting
State Street Global Services 2009 - Present
Brown Brothers and Harriman October 2008 - January 2009
State Street Corporation March 2006 - July 2007
State Street Corporation May 2005 - March 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Equities, Financial Modeling, Mutual Funds, Derivatives, Portfolio Management, Securities, Financial Services, Investments, Pricing, Valuation, Hedge Funds, Forecasting, Finance, Analysis, Risk Management, Asset Management, Business Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.8
Umass Amherst 2002 — 2004
Bachelor of Arts (B.A.), Economics
Dean College 2000 — 2002
Associate of Arts (AA), Business/Managerial Economics, 3.0
Bank of New York Mellon July 2006 - September 2010
Goldman Sachs 2004 - 2005
State Street Corporation 2000 - 2004
U.S. Trust Company 1988 - 1999
Skills
Hedge Funds, Global Custody, Client Services, Mutual Funds, Cash Management, Settlements, Settlement, Prime Brokerage, Fixed Income, Fund Administration, Client Service, Asset Management, Equities, Securities, Corporate Actions, Investment Operations
Education
Fairleigh Dickinson University 1979 — 1983
B.S., Economics-Finance
Wheelock College National Center for Race Amity March 2011 - Present
Seymour Entertainment September 2006 - Present
First Presbyterian Church September 2009 - September 2010
Brockton Public School November 2007 - August 2008
State Street Corporation July 1988 - June 2003
State Street Corporation December 1987 - July 1988
WRKO Radio September 1985 - September 1986
WBZ-TV September 1985 - September 1986
Education
Emerson College 1981 — 1985
B.S., Communications
State Street CORPORATION January 2001 - July 2011
Merrill Lynch January 1993 - January 2001
Skills
Accounting, Mutual Funds, General Ledger, Excel, Budgeting, Financial Reporting, Bloomberg, Reconciliation, Equities, Accruals, Asset Management, Account Reconciliation, Financial Accounting
Education
Fairleigh Dickinson University 1981 — 1985
B.S, Accounting
Edward Jones November 2014 - March 2015
Northern Trust Corporation July 2012 - October 2014
CIFC (Deerfield Capital Management) July 2004 - December 2011
State Street Corporation March 2003 - May 2004
JPMorgan Chase March 2000 - December 2002
Pioneer Group Incorporated January 1997 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Investments, Equities, Financial Analysis, Alternative Investments, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Financial Analysis
Saint Anselm College 1991 — 1995
Bachelor of Arts, Sociology
The Walt Disney Company June 2014 - Present
Mars Petcare June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - May 2012
State Street Corporation January 2008 - April 2010
Fidelity Investments 2006 - 2008
Education
Vanderbilt University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and Operations
Duke University 2002 — 2006
Bachelor of Arts, English
State Street Corporation September 2010 - Present
State Street June 2000 - Present
Skills
Securities, Operational Risk..., Program Management, Asset Managment, Risk Management, Global Custody, Mutual Funds, Enterprise Risk..., Equities, Financial Services, Project Management, Business Analysis, Financial Risk, Information Security, SDLC, Business Continuity, Vendor Management
Education
Emmanuel College 1997 — 1999
Master of Science, Business Management
Girls' Latin School
State Street Corporation February 1999 - Present
Education
Eastern Connecticut State University 1993 — 1995
Bachelor of Arts (B.A.), Economics
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - Present
ING US Financial Services 2000 - 2012
State Street Corporation 1991 - 2000
Putnam Investments 1987 - 1989
Skills
COBOL, VSAM, JCL, SDLC, CICS, Fileaid, Syncsort, Software Development, Unix, SharePoint, ISPF, IBM Utilities, FTP, Programming, IBM Mainframe, TSO, MVS, Business Analysis, OS/390, Easytrieve, IMS DB/DC, TCP/IP, Intertest, CLIST, Xpediter, Systems Programming, JES2, Unit Testing, Software Design
Education
Computer Training Institute
Certificate in Computer Programming
Fisher College
Associate Degree in Management
SERVPRO of Lee's Summit May 2012 - Present
State Street Corporation February 2009 - August 2011
State Street Bank February 2009 - August 2011
Bank of Odessa September 2007 - February 2009
Bank of Odessa October 2005 - September 2007
Skills
Accounting, Financial Reporting, Financial Statements, Accounts Payable, Accounts Receivable, Bank Reconciliation, Finance, General Ledger, Cash, Microsoft Excel, Spreadsheets, Financial Analysis, Account Reconciliation, Banking, Financial Accounting, Bloomberg, Securities, Access, Outlook, Bookkeeping, Investments, GAAP
Education
DeVry University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
DeVry University
Associate of Applied Science, Accounting
Northern Trust November 2007 - Present
Technical Coordinator April 2007 - November 2007
Northern Trust July 2006 - April 2007
State Street Corporation November 2005 - May 2006
Skills
Financial Analysis, Securities, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Banking
McMaster University 1999 — 2003
Bachelor of Commerce (B.Com.), Finance and Economics
1800TOSHOP LLC July 2014 - December 2014
State Street Corporation March 2013 - June 2014
GMACI /Ally Financials April 2012 - October 2013
Verizon Data Services May 2010 - April 2012
Honeywell IT Services August 2009 - May 2010
Attorneys’ Title Insurance Fund Inc. October 2004 - August 2008
Schneider National Inc February 2001 - May 2004
Skills
Java, HTML5, JavaScript, CSS, Apache Hadoop, Sun Solaris 8, IBM HTTP Server, ITIL v3, Sun (Oracle) Solaris 10, Korn/Bourn Shell..., XML
Education
Delhi University
BCS, Computer Science