Investors Bank & Trust Company
Industry: Company
DescriptionInvestors Bank & Trust or IBT was a custodian bank, and the principal operating subsidiary of Investors Financial Services Corp., a holding company based in Boston, Massachusetts. Successor: State Street Corporation Headquarters: Boston, MA Founded: 1969, Boston, MA Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)
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Investors Bank & Trust Company Employees
Employee
Years
Job
Industry
Norma D. (Marotta) Walsh Norma D. (Marotta) Walsh's Investors Bank & Trust Company Experience 1993 - 1995
Job Intake Coordinator at Beth Israel Deaconess HospitalPlymouth
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Hospital-Plymouth March 2015 - Present
Write For You February 2007 - Present
Beth Israel Deaconess Hospital-Plymouth June 2014 - March 2015
Go Bananas Army/Navy Surplus, Work Gear, and Outdoor Supplies January 2013 - March 2014
Jordan Hospital 2001 - 2006
Shriners Hospital 1997 - 2001
First Image/First Data Corporation 1995 - 1997
Investors Bank & Trust Company 1993 - 1995
Skills
Written & Oral..., Written Correspondence, Organization, Team Leadership, Customer Service, Creative Problem Solving, Close Attention to..., Delivering Results, Research, Microsoft Office, QuickBooks, meeting deadlines, Copywriting, Leadership, Healthcare, Sales, Microsoft Excel, Healthcare Management, Hospitals, Team Building, Event Planning, Nonprofits, Management, Public Speaking, Social Media
Education
Emerson College 1987 — 1991
Bachelor of Science (B.S.), Mass Communication/Media Studies
Northeastern University
Paralegal Certificate
Beth Israel Deaconess Hospital-Plymouth March 2015 - Present
Write For You February 2007 - Present
Beth Israel Deaconess Hospital-Plymouth June 2014 - March 2015
Go Bananas Army/Navy Surplus, Work Gear, and Outdoor Supplies January 2013 - March 2014
Jordan Hospital 2001 - 2006
Shriners Hospital 1997 - 2001
First Image/First Data Corporation 1995 - 1997
Investors Bank & Trust Company 1993 - 1995
Skills
Written & Oral..., Written Correspondence, Organization, Team Leadership, Customer Service, Creative Problem Solving, Close Attention to..., Delivering Results, Research, Microsoft Office, QuickBooks, meeting deadlines, Copywriting, Leadership, Healthcare, Sales, Microsoft Excel, Healthcare Management, Hospitals, Team Building, Event Planning, Nonprofits, Management, Public Speaking, Social Media
Education
Emerson College 1987 — 1991
Bachelor of Science (B.S.), Mass Communication/Media Studies
Northeastern University
Paralegal Certificate
Van Tu Van Tu's Investors Bank & Trust Company Experience February 2007 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust Company February 2007 - July 2007
Skills
Fixed Income, Investment Management, Valuation, Bloomberg Terminal, Reuters 3000, Fund Accounting, Microsoft Excel, Bloomberg, Equities, Equity Research, Equity Valuation, FX Options, Corporate Actions, Securities, Middle Office, Swaps, Fund Administration, Hedge Funds, Derivatives, Bonds, Global Custody, Mutual Funds, Investments, Alternative Investments, Financial Markets, Asset Management
Education
University of California, Davis
Bachelor of Science (B.S.), Biology; Psychology
State Street July 2007 - Present
Investors Bank & Trust Company February 2007 - July 2007
Skills
Fixed Income, Investment Management, Valuation, Bloomberg Terminal, Reuters 3000, Fund Accounting, Microsoft Excel, Bloomberg, Equities, Equity Research, Equity Valuation, FX Options, Corporate Actions, Securities, Middle Office, Swaps, Fund Administration, Hedge Funds, Derivatives, Bonds, Global Custody, Mutual Funds, Investments, Alternative Investments, Financial Markets, Asset Management
Education
University of California, Davis
Bachelor of Science (B.S.), Biology; Psychology
Jane Freedman Jane Freedman's Investors Bank & Trust Company Experience January 1994 - January 1995
Job Vice President and General Counsel at TechTarget; Principal of Jane Freedman Law, LLC
Industry Law Practice
Experience
TechTarget November 2014 - Present
Jane Freedman Law, LLC September 2013 - Present
Launchpad Venture Group March 2013 - Present
OneBeacon Insurance November 2006 - March 2013
Raytheon 2001 - 2006
Hinckley, Allen & Snyder LLP 1996 - 2001
Friedman & Atherton January 1995 - January 1996
Investors Bank & Trust Company January 1994 - January 1995
Testa, Hurwitz & Thibeault, LLP 1990 - 1991
Skills
Business Transformation, Mergers, Business Acquisition, IPO, Financial Transactions, Cross-border..., Sarbanes-Oxley, SEC filings, Real Estate Transactions, Transactional Law, Divestitures, Corporate Governance, Corporate Law, International Law, Dodd-Frank, Corporate Finance, Capital Markets, Legal Compliance, Board of Director..., Offshore Management, Board of Directors..., Enterprise Risk..., Business Strategy, IP transactions, Privacy Law, Litigation, Licensing, Litigation Management, Mergers & Acquisitions, Board of Directors, Strategy, Start-ups, Acquisitions, Investments, Due Diligence, Insurance Law, Finance, Arbitration
Education
Boston University Graduate School of Management 2006 — 2006
Executive Education MBA for Lawyers, Business
Suffolk University Law School 1991 — 1994
JD, Law
Wellesley College 1986 — 1990
B.A., International Relations and French
University of Geneva 1988 — 1989
French and International Relations
Emma Willard School 1982 — 1986
TechTarget November 2014 - Present
Jane Freedman Law, LLC September 2013 - Present
Launchpad Venture Group March 2013 - Present
OneBeacon Insurance November 2006 - March 2013
Raytheon 2001 - 2006
Hinckley, Allen & Snyder LLP 1996 - 2001
Friedman & Atherton January 1995 - January 1996
Investors Bank & Trust Company January 1994 - January 1995
Testa, Hurwitz & Thibeault, LLP 1990 - 1991
Skills
Business Transformation, Mergers, Business Acquisition, IPO, Financial Transactions, Cross-border..., Sarbanes-Oxley, SEC filings, Real Estate Transactions, Transactional Law, Divestitures, Corporate Governance, Corporate Law, International Law, Dodd-Frank, Corporate Finance, Capital Markets, Legal Compliance, Board of Director..., Offshore Management, Board of Directors..., Enterprise Risk..., Business Strategy, IP transactions, Privacy Law, Litigation, Licensing, Litigation Management, Mergers & Acquisitions, Board of Directors, Strategy, Start-ups, Acquisitions, Investments, Due Diligence, Insurance Law, Finance, Arbitration
Education
Boston University Graduate School of Management 2006 — 2006
Executive Education MBA for Lawyers, Business
Suffolk University Law School 1991 — 1994
JD, Law
Wellesley College 1986 — 1990
B.A., International Relations and French
University of Geneva 1988 — 1989
French and International Relations
Emma Willard School 1982 — 1986
Gordon Phillips's Investors Bank & Trust Company Experience June 1996 - October 2004
Job Assistant Vice President, PMP at State Street Global Exchange
Industry Financial Services
Experience
State Street January 2015 - Present
NTT DATA, Inc. April 2011 - May 2014
The Bank of New York Mellon October 2004 - December 2009
Investors Bank & Trust Company June 1996 - October 2004
Skills
PMO, Program Management, SDLC, Business Analysis, Management, Financial Services, Integration, Software Development, Governance, Leadership, Project Portfolio..., Software Project..., Information Technology, Vendor Management, Risk Management, Budgets, Team Management, IT Strategy, Process Improvement, Business Process..., PMP, Cross-functional Team..., Six Sigma, Requirements Gathering, Networking, Team Building, Project Management, Negotiation, Presentations, Business Process, Change Management, Project Delivery, Outsourcing
Education
Bentley University
State Street January 2015 - Present
NTT DATA, Inc. April 2011 - May 2014
The Bank of New York Mellon October 2004 - December 2009
Investors Bank & Trust Company June 1996 - October 2004
Skills
PMO, Program Management, SDLC, Business Analysis, Management, Financial Services, Integration, Software Development, Governance, Leadership, Project Portfolio..., Software Project..., Information Technology, Vendor Management, Risk Management, Budgets, Team Management, IT Strategy, Process Improvement, Business Process..., PMP, Cross-functional Team..., Six Sigma, Requirements Gathering, Networking, Team Building, Project Management, Negotiation, Presentations, Business Process, Change Management, Project Delivery, Outsourcing
Education
Bentley University
Christine (Mallett) Gow's Investors Bank & Trust Company Experience August 2000 - June 2003
Job Sales & Customer Services Representative at Hargray Communications
Industry Insurance
Experience
Hargray Communications July 2013 - Present
Coastal Connections April 2013 - August 2013
Stokes Used Car Center October 2012 - January 2013
The Bedminster Group September 2011 - August 2012
MassMutual Financial Group September 2008 - December 2010
MassMutual Financial Group May 2008 - August 2008
Boston Mutual Life Insurance June 2004 - May 2008
EOS CCA August 2003 - June 2004
Investors Bank & Trust Company August 2000 - June 2003
Investors Bank & Trust September 1999 - August 2000
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Troubleshooting, Insurance, Outlook, Strategic Financial..., Time Management, Call Center, Spreadsheets, Access, Team Building, Risk Management, Data Entry, Workshop Facilitation, Process Improvement, Training, Employee Benefits, Call Centers, Telecommunications, Leadership, Sales, Life Insurance, Disability Insurance
Education
Massasoit Community College 2007 — 2008
Westfield State College 1994 — 1996
Hargray Communications July 2013 - Present
Coastal Connections April 2013 - August 2013
Stokes Used Car Center October 2012 - January 2013
The Bedminster Group September 2011 - August 2012
MassMutual Financial Group September 2008 - December 2010
MassMutual Financial Group May 2008 - August 2008
Boston Mutual Life Insurance June 2004 - May 2008
EOS CCA August 2003 - June 2004
Investors Bank & Trust Company August 2000 - June 2003
Investors Bank & Trust September 1999 - August 2000
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Troubleshooting, Insurance, Outlook, Strategic Financial..., Time Management, Call Center, Spreadsheets, Access, Team Building, Risk Management, Data Entry, Workshop Facilitation, Process Improvement, Training, Employee Benefits, Call Centers, Telecommunications, Leadership, Sales, Life Insurance, Disability Insurance
Education
Massasoit Community College 2007 — 2008
Westfield State College 1994 — 1996
Heather Peck's Investors Bank & Trust Company Experience November 1992 - November 2000
Job Assistant Treasurer at Town of Sherborn
Industry Accounting
Experience
Town of Sherborn August 2010 - Present
Book Keeping Services November 2004 - August 2014
Grove Street Advisors August 2001 - November 2003
Bain Capital November 2000 - August 2001
Investors Bank & Trust Company November 1992 - November 2000
Putnam Investments August 1990 - November 1992
Arthur Andersen & Co. June 1988 - August 1990
Skills
Accounting, Financial Statements, Financial Reporting, Strategic Planning, Auditing, Strategy, Tax, Account Reconciliation, Analysis, Business Strategy
Education
Babson College
Town of Sherborn August 2010 - Present
Book Keeping Services November 2004 - August 2014
Grove Street Advisors August 2001 - November 2003
Bain Capital November 2000 - August 2001
Investors Bank & Trust Company November 1992 - November 2000
Putnam Investments August 1990 - November 1992
Arthur Andersen & Co. June 1988 - August 1990
Skills
Accounting, Financial Statements, Financial Reporting, Strategic Planning, Auditing, Strategy, Tax, Account Reconciliation, Analysis, Business Strategy
Education
Babson College
Geoffrey M. O'Connell's Investors Bank & Trust Company Experience 2005 - 2007
Job Senior Financial Services Client Relationship Executive
Industry Financial Services
Experience
State Street Corporation 2007 - 2014
Investors Bank & Trust Company 2005 - 2007
Investors Bank & Trust Company 1996 - 2005
Automated Financial Systems, Inc. (AFS) 1995 - 1996
IBM 1993 - 1995
IBM 1991 - 1993
IBM 1988 - 1991
IBM 1984 - 1988
Skills
Securities, Strategic Planning, Financial Services, Mutual Funds, Banking, Strategy, CRM, Hedge Funds, Client Services, Relationship Management, Sales Management, International Sales, Negotiation, Financial Markets, Fund Accounting, Equities, Fixed Income, Alternative Investments, Credit, Finance, Risk Management, Professional Mentoring, Team Building, Investments
Education
University of South Carolina - Darla Moore School of Business
Masters in International Business Studies MBA, International Business, Finance, French
Université catholique de Louvain
Finance, French
University of New Hampshire
BS, Business Administration
London Metropolitan University
Marketing, Finance
University of Pennsylvania - The Wharton School
The Wharton School / IBM Financial Services and Banking Professional Executive Program
State Street Corporation 2007 - 2014
Investors Bank & Trust Company 2005 - 2007
Investors Bank & Trust Company 1996 - 2005
Automated Financial Systems, Inc. (AFS) 1995 - 1996
IBM 1993 - 1995
IBM 1991 - 1993
IBM 1988 - 1991
IBM 1984 - 1988
Skills
Securities, Strategic Planning, Financial Services, Mutual Funds, Banking, Strategy, CRM, Hedge Funds, Client Services, Relationship Management, Sales Management, International Sales, Negotiation, Financial Markets, Fund Accounting, Equities, Fixed Income, Alternative Investments, Credit, Finance, Risk Management, Professional Mentoring, Team Building, Investments
Education
University of South Carolina - Darla Moore School of Business
Masters in International Business Studies MBA, International Business, Finance, French
Université catholique de Louvain
Finance, French
University of New Hampshire
BS, Business Administration
London Metropolitan University
Marketing, Finance
University of Pennsylvania - The Wharton School
The Wharton School / IBM Financial Services and Banking Professional Executive Program
Judith (O'Leary) Ferrante Judith (O'Leary) Ferrante's Investors Bank & Trust Company Experience November 2000 - July 2007
Job Securities Industry Professional
Industry Financial Services
Experience
State Street Bank July 2007 - February 2009
Investors Bank & Trust Company November 2000 - July 2007
BankBoston 1986 - 2000
Bank of New England 1976 - 1986
Skills
Operations Management, Project Management, Mutual Funds, Securities, Financial Services, Middle Office, Settlement, Risk Management, Bookkeeping, Microsoft Excel, General Ledger, Quality Management, Problem Solving, Trading, User Acceptance Testing, Back Office, Cash and Loan Processing, Income Collection, Corporate Actions, Data Management and..., Transfer Agency
Education
Simmons College
State Street Bank July 2007 - February 2009
Investors Bank & Trust Company November 2000 - July 2007
BankBoston 1986 - 2000
Bank of New England 1976 - 1986
Skills
Operations Management, Project Management, Mutual Funds, Securities, Financial Services, Middle Office, Settlement, Risk Management, Bookkeeping, Microsoft Excel, General Ledger, Quality Management, Problem Solving, Trading, User Acceptance Testing, Back Office, Cash and Loan Processing, Income Collection, Corporate Actions, Data Management and..., Transfer Agency
Education
Simmons College
Sandra Madden Sandra Madden's Investors Bank & Trust Company Experience August 1999 - June 2005
Job General Counsel
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2012 - Present
Financial Services October 2010 - April 2012
Quantitative Investment Advisors March 2008 - October 2010
MetLife August 2005 - March 2008
Investors Bank & Trust Company August 1999 - June 2005
Skills
Compliance, Corporate Governance, Contract Negotiation, Due Diligence, Corporate Law, Mutual Funds, Securities Regulation, Investment Advisers Act, Broker-Dealer, SEC filings, Legal Compliance, Financial Services, Mergers & Acquisitions, Asset Management, FINRA, Legal Research
Education
Suffolk University Law School 1991 — 1995
JD, Law
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business/Marketing
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2012 - Present
Financial Services October 2010 - April 2012
Quantitative Investment Advisors March 2008 - October 2010
MetLife August 2005 - March 2008
Investors Bank & Trust Company August 1999 - June 2005
Skills
Compliance, Corporate Governance, Contract Negotiation, Due Diligence, Corporate Law, Mutual Funds, Securities Regulation, Investment Advisers Act, Broker-Dealer, SEC filings, Legal Compliance, Financial Services, Mergers & Acquisitions, Asset Management, FINRA, Legal Research
Education
Suffolk University Law School 1991 — 1995
JD, Law
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business/Marketing
Matt Gorham, CFA Matt Gorham, CFA's Investors Bank & Trust Company Experience January 1998 - January 1999
Job Chief Operating Officer
Industry Financial Services
Experience
Pantera Capital June 2015 - Present
Pantera Capital December 2013 - June 2015
Aperio Group, LLC June 2013 - December 2013
Pantera Capital March 2005 - January 2009
LPL Financial January 1999 - January 2003
INVESTORS BANK & TRUST COMPANY January 1998 - January 1999
Skills
Fixed Income, Equities, Hedge Funds, Options, Trading, FX Options, Financial Markets, Asset Management, Commodity, Securities, Swaps, Risk Management, Financial Risk, Finance, Financial Analysis, Financial Services, Currency, Economics
Education
Piedmont High School
Piedmont High School
University of California, Berkeley
Bachelor of Arts, Economics
Pantera Capital June 2015 - Present
Pantera Capital December 2013 - June 2015
Aperio Group, LLC June 2013 - December 2013
Pantera Capital March 2005 - January 2009
LPL Financial January 1999 - January 2003
INVESTORS BANK & TRUST COMPANY January 1998 - January 1999
Skills
Fixed Income, Equities, Hedge Funds, Options, Trading, FX Options, Financial Markets, Asset Management, Commodity, Securities, Swaps, Risk Management, Financial Risk, Finance, Financial Analysis, Financial Services, Currency, Economics
Education
Piedmont High School
Piedmont High School
University of California, Berkeley
Bachelor of Arts, Economics
Ana Isabel (Bela) Maranhas Ana Isabel (Bela) Maranhas's Investors Bank & Trust Company Experience 1987 - October 2004
Job FINANCIAL SERVICES SME, ANALYST, PROJECT LEAD & MANAGER
Industry Financial Services
Experience
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
Paul Mark Paul Mark's Investors Bank & Trust Company Experience January 1996 - August 2004
Job Mutual Fund & Hedge Fund Tax Consultant
Industry Accounting
Experience
Fairview Fund Administration LLC August 2004 - Present
VALUATION FORENSICS, LLC October 2013 - Present
Bentley College May 2007 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
Cohen & Company September 2009 - June 2010
Deloitte August 2005 - May 2009
Control Solutions International November 2004 - August 2005
Investors Bank & Trust Company January 1996 - August 2004
Price Waterhouse LLP February 1995 - November 1995
Deloitte & Touche LLP November 1991 - February 1995
Skills
Options, Private Equity, Forwards, Hedge Funds, Securities, Tax, Derivatives, Risk, Mutual Funds, Investment Companies, Asset Management, Investments, Financial Reporting, Compliance, Accounting, Alternative Investments, Audit, SOX, Equities, Portfolio Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Corporate Governance, Internal Audit, Financial Risk, Fixed Income, Asset Managment, Strategic Financial..., Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
University of Michigan 1986 — 1990
BGS
Fairview Fund Administration LLC August 2004 - Present
VALUATION FORENSICS, LLC October 2013 - Present
Bentley College May 2007 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
Cohen & Company September 2009 - June 2010
Deloitte August 2005 - May 2009
Control Solutions International November 2004 - August 2005
Investors Bank & Trust Company January 1996 - August 2004
Price Waterhouse LLP February 1995 - November 1995
Deloitte & Touche LLP November 1991 - February 1995
Skills
Options, Private Equity, Forwards, Hedge Funds, Securities, Tax, Derivatives, Risk, Mutual Funds, Investment Companies, Asset Management, Investments, Financial Reporting, Compliance, Accounting, Alternative Investments, Audit, SOX, Equities, Portfolio Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Corporate Governance, Internal Audit, Financial Risk, Fixed Income, Asset Managment, Strategic Financial..., Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
University of Michigan 1986 — 1990
BGS
Dmitry Minkevich's Investors Bank & Trust Company Experience September 2004 - August 2006
Job Manager of Fund Administration at State Street
Industry Financial Services
Experience
State Street May 2012 - Present
State Street August 2006 - April 2012
Investors Bank & Trust Company September 2004 - August 2006
Alfa-Bank (Belarus) November 2002 - May 2004
Skills
Self-motivated, Team player, Possess good..., Financial Statements, Analysis, Budgets, Accruals, Mutual Funds, Analytical Skills, Asset, Time Management, Financial Reporting, Accounting, Business, Fund Administration, Securities, Finance, Financial Services
Education
Boston College 2005 — 2007
Certificate, Professional Studies in Accounting
Belarus State Economic University 2001 — 2002
Master of Science in Finance, Finance
Belarus State Economic University 1996 — 2001
Bachelor of Science in Banking and Finance, Banking
State Street May 2012 - Present
State Street August 2006 - April 2012
Investors Bank & Trust Company September 2004 - August 2006
Alfa-Bank (Belarus) November 2002 - May 2004
Skills
Self-motivated, Team player, Possess good..., Financial Statements, Analysis, Budgets, Accruals, Mutual Funds, Analytical Skills, Asset, Time Management, Financial Reporting, Accounting, Business, Fund Administration, Securities, Finance, Financial Services
Education
Boston College 2005 — 2007
Certificate, Professional Studies in Accounting
Belarus State Economic University 2001 — 2002
Master of Science in Finance, Finance
Belarus State Economic University 1996 — 2001
Bachelor of Science in Banking and Finance, Banking
James Bryant James Bryant's Investors Bank & Trust Company Experience January 1986 - January 2007
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street Bank & Trust Company January 2007 - Present
Investors Bank & Trust Company January 1986 - January 2007
Investors Securities Services LLC 2003 - 2007
Investors Bank & Trust Co 1986 - 2007
Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Finance / Economics
State Street Bank & Trust Company January 2007 - Present
Investors Bank & Trust Company January 1986 - January 2007
Investors Securities Services LLC 2003 - 2007
Investors Bank & Trust Co 1986 - 2007
Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Finance / Economics
Joshua Lovell's Investors Bank & Trust Company Experience 2004 - July 2007
Job SVP State Street
Industry Financial Services
Experience
State Street September 2004 - Present
Investors Bank & Trust Company 2004 - July 2007
PFPC 1996 - 2004
Skills
Financial Services, Fund Accounting, Management, Mutual Funds, New Business Development, Operations Management, Project Management, Relationship Management, Securities Lending, Settlement, Trading Systems, Transfer Agency, Fixed Income, Corporate Actions, Securities, Alternative Investments, Asset Management, Hedge Funds
Education
Eastern Nazarene College
State Street September 2004 - Present
Investors Bank & Trust Company 2004 - July 2007
PFPC 1996 - 2004
Skills
Financial Services, Fund Accounting, Management, Mutual Funds, New Business Development, Operations Management, Project Management, Relationship Management, Securities Lending, Settlement, Trading Systems, Transfer Agency, Fixed Income, Corporate Actions, Securities, Alternative Investments, Asset Management, Hedge Funds
Education
Eastern Nazarene College
Jennifer Neira Macias Jennifer Neira Macias's Investors Bank & Trust Company Experience June 2004 - August 2005
Job Senior Grant Accountant at City Year
Industry Nonprofit Organization Management
Experience
City Year January 2014 - Present
Brown University September 2012 - December 2013
Dorcas Place May 2012 - September 2012
Root Capital December 2009 - December 2011
Root Capital September 2007 - November 2009
Center for Public Policy & Administration, UMASS Amherst September 2005 - May 2007
Innpulsar June 2006 - August 2006
Investors Bank & Trust Company June 2004 - August 2005
Investors Bank & Trust October 2003 - June 2004
Investors Bank & Trust Company August 2002 - October 2003
Skills
Training, Accounting, Auditing, Variance Analysis, Policy, Financial Analysis, Microsoft Excel, Financial Reporting, Non-profits, Program Management, Process Improvement, PowerPoint, Analysis, Budget, Account Reconciliation, Nonprofits, Budgets, Management, Finance, General Ledger, Accounts Receivable, Internal Controls, Payroll, Managerial Finance, Accounts Payable, Financial Accounting
Education
Southern New Hampshire University 2015 — 2016
Graduate Certificate in Accounting, Accounting
University of Massachusetts, Amherst 2005 — 2007
MPPA, Public Policy & Administration, 3.9
Johnson & Wales University 2004 — 2004
Non-Profit Management
Bryant University 1997 — 2000
Bachelor of Science Business Administration, Finance & International Studies, 3.6
City Year January 2014 - Present
Brown University September 2012 - December 2013
Dorcas Place May 2012 - September 2012
Root Capital December 2009 - December 2011
Root Capital September 2007 - November 2009
Center for Public Policy & Administration, UMASS Amherst September 2005 - May 2007
Innpulsar June 2006 - August 2006
Investors Bank & Trust Company June 2004 - August 2005
Investors Bank & Trust October 2003 - June 2004
Investors Bank & Trust Company August 2002 - October 2003
Skills
Training, Accounting, Auditing, Variance Analysis, Policy, Financial Analysis, Microsoft Excel, Financial Reporting, Non-profits, Program Management, Process Improvement, PowerPoint, Analysis, Budget, Account Reconciliation, Nonprofits, Budgets, Management, Finance, General Ledger, Accounts Receivable, Internal Controls, Payroll, Managerial Finance, Accounts Payable, Financial Accounting
Education
Southern New Hampshire University 2015 — 2016
Graduate Certificate in Accounting, Accounting
University of Massachusetts, Amherst 2005 — 2007
MPPA, Public Policy & Administration, 3.9
Johnson & Wales University 2004 — 2004
Non-Profit Management
Bryant University 1997 — 2000
Bachelor of Science Business Administration, Finance & International Studies, 3.6
Cara Hultgren Cara Hultgren's Investors Bank & Trust Company Experience November 1994 - March 1996
Job Financial Services Professional
Industry Financial Services
Experience
Pioneer Investments April 2011 - Present
The Bank of New York Mellon October 2005 - January 2009
The Bank of New York Mellon July 2001 - October 2005
Standish Ayer & Wood, Inc. May 1997 - July 2001
State Street Research & Management Company March 1996 - May 1997
Investors Bank & Trust Company November 1994 - March 1996
Skills
Risk Management, Hedge Funds, Project Management, Data Analysis, Auditing, Account Reconciliation, Internal Audit, Management, Operations Management, Fixed Annuities, Research, Regulations, Financial Services, Mutual Funds, Process Improvement, Financial Analysis, Banking, Securities, Asset Management
Education
Norwich University 2003 — 2005
MBA, Master of Business Administration
Simmons College 1989 — 1993
Bachelor of Arts, Management
Pioneer Investments April 2011 - Present
The Bank of New York Mellon October 2005 - January 2009
The Bank of New York Mellon July 2001 - October 2005
Standish Ayer & Wood, Inc. May 1997 - July 2001
State Street Research & Management Company March 1996 - May 1997
Investors Bank & Trust Company November 1994 - March 1996
Skills
Risk Management, Hedge Funds, Project Management, Data Analysis, Auditing, Account Reconciliation, Internal Audit, Management, Operations Management, Fixed Annuities, Research, Regulations, Financial Services, Mutual Funds, Process Improvement, Financial Analysis, Banking, Securities, Asset Management
Education
Norwich University 2003 — 2005
MBA, Master of Business Administration
Simmons College 1989 — 1993
Bachelor of Arts, Management
Steve Goodhue's Investors Bank & Trust Company Experience 1996 - 1999
Job VP Technology Consumer Lending at TD Bank
Industry Banking
Experience
TD Bank October 2012 - Present
FIS Global March 2011 - October 2012
Independent Consultant June 2009 - March 2011
SOVEREIGN BANK May 2004 - May 2009
INDEPENDENT CONSULTANT 2002 - 2004
STATE STREET CORPORATION 2001 - 2002
FLEETBOSTON / BANKBOSTON 1999 - 2001
INVESTORS BANK & TRUST COMPANY 1996 - 1999
ROCKLAND TRUST COMPANY 1993 - 1996
FLEET SERVICES CORP / BANK OF NEW ENGLAND 1987 - 1993
Skills
Banking, Risk Management, Vendor Management, SDLC, Financial Services, Business Analysis, Process Improvement, Program Management, Project Management, Requirements Analysis, Portfolio Management, Mergers, Software Project..., Cash Management, Visio, Integration, Financial Analysis, IT Strategy, Business Process..., Financial Risk, Change Management, Budgets, Disaster Recovery, PMO, Management, Strategy, Mergers & Acquisitions, Project Portfolio..., Finance, Executive Management, Project Planning, Business Requirements, Consulting, Analysis, Testing, Systems Analysis, Business Intelligence, Loans
Education
Babson College 1982 — 1986
MBA
Boston College 1974 — 1977
BS
TD Bank October 2012 - Present
FIS Global March 2011 - October 2012
Independent Consultant June 2009 - March 2011
SOVEREIGN BANK May 2004 - May 2009
INDEPENDENT CONSULTANT 2002 - 2004
STATE STREET CORPORATION 2001 - 2002
FLEETBOSTON / BANKBOSTON 1999 - 2001
INVESTORS BANK & TRUST COMPANY 1996 - 1999
ROCKLAND TRUST COMPANY 1993 - 1996
FLEET SERVICES CORP / BANK OF NEW ENGLAND 1987 - 1993
Skills
Banking, Risk Management, Vendor Management, SDLC, Financial Services, Business Analysis, Process Improvement, Program Management, Project Management, Requirements Analysis, Portfolio Management, Mergers, Software Project..., Cash Management, Visio, Integration, Financial Analysis, IT Strategy, Business Process..., Financial Risk, Change Management, Budgets, Disaster Recovery, PMO, Management, Strategy, Mergers & Acquisitions, Project Portfolio..., Finance, Executive Management, Project Planning, Business Requirements, Consulting, Analysis, Testing, Systems Analysis, Business Intelligence, Loans
Education
Babson College 1982 — 1986
MBA
Boston College 1974 — 1977
BS
Ashley Villani's Investors Bank & Trust Company Experience November 1999 - July 2007
Job Project Manager at Oliver Wyman
Industry Accounting
Experience
Oliver Wyman 2011 - Present
Ciano Restaurant October 2012 - March 2013
Cook For Your LIFE! January 2011 - June 2012
Natural Gourmet Institute January 2010 - October 2011
State Street Bank July 2007 - 2011
Investors Bank & Trust Company November 1999 - July 2007
Skills
Testing, Fixed Income, Fund Accounting, Equities, Mutual Funds, Securities, Financial Services, Asset Managment, Securities Lending, Middle Office, Corporate Actions, Test Planning, Hedge Funds, Investments, Derivatives
Education
Natural Gourmet Institute for Health and Culinary Arts 2011 — 2012
Brandeis University 1995 — 1999
Oliver Wyman 2011 - Present
Ciano Restaurant October 2012 - March 2013
Cook For Your LIFE! January 2011 - June 2012
Natural Gourmet Institute January 2010 - October 2011
State Street Bank July 2007 - 2011
Investors Bank & Trust Company November 1999 - July 2007
Skills
Testing, Fixed Income, Fund Accounting, Equities, Mutual Funds, Securities, Financial Services, Asset Managment, Securities Lending, Middle Office, Corporate Actions, Test Planning, Hedge Funds, Investments, Derivatives
Education
Natural Gourmet Institute for Health and Culinary Arts 2011 — 2012
Brandeis University 1995 — 1999
Steven D'Agati's Investors Bank & Trust Company Experience June 2002 - July 2007
Job Senior Vice President for Investment Manager Services
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Michelle Locke Meahl's Investors Bank & Trust Company Experience 2006 - 2007
Job Vice President Alternative Investments IT at State Street
Industry Financial Services
Experience
State Street Corporation 2007 - Present
Investors Bank & Trust Company 2006 - 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Securities, Equities
Education
Simmons College - Simmons School of Management 2004 — 2006
MBA
Brown University 1995 — 1999
State Street Corporation 2007 - Present
Investors Bank & Trust Company 2006 - 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Securities, Equities
Education
Simmons College - Simmons School of Management 2004 — 2006
MBA
Brown University 1995 — 1999
Marianne Oar's Investors Bank & Trust Company Experience 1991 - 1999
Job Vice President Products and Strategy at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions August 2014 - Present
Citi Hedge Fund Services Inc August 2007 - June 2014
BISYS Hedge Fund Services March 2002 - August 2007
Hemisphere Financial Services Inc July 2000 - March 2002
Investors Bank & Trust Company 1991 - 1999
Skills
Fund Accounting, Hedge Funds, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1991
State Street Alternative Investment Solutions August 2014 - Present
Citi Hedge Fund Services Inc August 2007 - June 2014
BISYS Hedge Fund Services March 2002 - August 2007
Hemisphere Financial Services Inc July 2000 - March 2002
Investors Bank & Trust Company 1991 - 1999
Skills
Fund Accounting, Hedge Funds, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1991
Luke Frutkin's Investors Bank & Trust Company Experience May 2001 - April 2002
Job Assistant General Counsel at General Cable
Industry Law Practice
Experience
General Cable April 2015 - Present
Vantiv (NYSE: VNTV) August 2011 - April 2015
Frost Brown Todd LLC August 2007 - July 2011
Investors Bank & Trust Company May 2001 - April 2002
Skills
Securities, Corporate Governance, Corporate Law, Mergers, Corporate Finance, Private Equity, IPO, SEC filings, Mergers & Acquisitions, Insurance, Executive Pay, Executive Compensation, Section 16, Sarbanes-Oxley, Dodd-Frank, Securities Offerings, SEC Comment Letters, Shareholder Proposals, WebFilings, Stock Plan..., Delaware Law, Due Diligence, Contract Negotiation, Enterprise Risk..., Securities Regulation, Mutual Funds, Licensing
Education
Pennsylvania State University, The Dickinson School of Law 2003 — 2006
JD
University College London, U. of London 2006 — 2006
St. Lawrence University 1997 — 2001
BA, Government, Religious Studies
Episcopal Academy 1985 — 1997
General Cable April 2015 - Present
Vantiv (NYSE: VNTV) August 2011 - April 2015
Frost Brown Todd LLC August 2007 - July 2011
Investors Bank & Trust Company May 2001 - April 2002
Skills
Securities, Corporate Governance, Corporate Law, Mergers, Corporate Finance, Private Equity, IPO, SEC filings, Mergers & Acquisitions, Insurance, Executive Pay, Executive Compensation, Section 16, Sarbanes-Oxley, Dodd-Frank, Securities Offerings, SEC Comment Letters, Shareholder Proposals, WebFilings, Stock Plan..., Delaware Law, Due Diligence, Contract Negotiation, Enterprise Risk..., Securities Regulation, Mutual Funds, Licensing
Education
Pennsylvania State University, The Dickinson School of Law 2003 — 2006
JD
University College London, U. of London 2006 — 2006
St. Lawrence University 1997 — 2001
BA, Government, Religious Studies
Episcopal Academy 1985 — 1997
Brian Hutto's Investors Bank & Trust Company Experience 2001 - 2006
Job
Industry Events Services
Experience
Western Independent Bankers August 2011 - December 2012
Hotel Nikko San Francisco September 2010 - July 2011
Hilton San Francisco Financial District June 2006 - September 2010
Investors Bank & Trust Company 2001 - 2006
Education
University of Louisville 1984 — 1988
Bachelor of Science, Business
Western Independent Bankers August 2011 - December 2012
Hotel Nikko San Francisco September 2010 - July 2011
Hilton San Francisco Financial District June 2006 - September 2010
Investors Bank & Trust Company 2001 - 2006
Education
University of Louisville 1984 — 1988
Bachelor of Science, Business
Greg Conly's Investors Bank & Trust Company Experience April 2001 - August 2004
Job Project Consultant, Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2011 - Present
Fannie Mae January 2006 - April 2011
The Seva Group October 2004 - September 2005
Investors Bank & Trust Company April 2001 - August 2004
State Street Corporation August 1996 - April 2001
Education
The George Washington University - School of Business 2006 — 2009
MBA, Finance
Villanova University 1992 — 1996
BSBA, Finance
Janus Capital Group May 2011 - Present
Fannie Mae January 2006 - April 2011
The Seva Group October 2004 - September 2005
Investors Bank & Trust Company April 2001 - August 2004
State Street Corporation August 1996 - April 2001
Education
The George Washington University - School of Business 2006 — 2009
MBA, Finance
Villanova University 1992 — 1996
BSBA, Finance
Julie Hermann's Investors Bank & Trust Company Experience July 2001 - January 2003
Job Vice President, Global Services Americas, Sales
Industry Financial Services
Experience
State Street Corporation June 2011 - Present
State Street Bank 2007 - July 2011
State Street Corporation October 2007 - October 2009
Investors Bank & Trust Co 2003 - July 2007
Investors Bank & Trust Company July 2001 - January 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1992
BBA, Business Administration - Marketing
State Street Corporation June 2011 - Present
State Street Bank 2007 - July 2011
State Street Corporation October 2007 - October 2009
Investors Bank & Trust Co 2003 - July 2007
Investors Bank & Trust Company July 2001 - January 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1992
BBA, Business Administration - Marketing
Michael Walpole's Investors Bank & Trust Company Experience December 2003 - October 2005
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
Stephen McVay's Investors Bank & Trust Company Experience 1997 - 2001
Job M2 Capital LLC
Industry Investment Management
Experience
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
Daniel Bednarczyk's Investors Bank & Trust Company Experience January 1991 - January 1993
Job Portfolio Manager/Fixed Income Analyst/Trader at Savings Bank Life Insurance
Industry Investment Management
Experience
Savings Bank Life Insurance April 2009 - Present
Essex Investment Management April 1999 - March 2008
Essex Investment Management LLC January 1995 - January 1999
Boston Safe Deposit & Trust Company January 1993 - January 1995
Investors Bank & Trust Company January 1991 - January 1993
Skills
Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Trading, CMS BondEdge
Education
Suffolk University
Master of Business Administration (M.B.A.), EMBA Graduate Program
University of Southern Maine 1985 — 1991
BA, Economics
Savings Bank Life Insurance April 2009 - Present
Essex Investment Management April 1999 - March 2008
Essex Investment Management LLC January 1995 - January 1999
Boston Safe Deposit & Trust Company January 1993 - January 1995
Investors Bank & Trust Company January 1991 - January 1993
Skills
Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Trading, CMS BondEdge
Education
Suffolk University
Master of Business Administration (M.B.A.), EMBA Graduate Program
University of Southern Maine 1985 — 1991
BA, Economics
Jamie Babineau's Investors Bank & Trust Company Experience June 1999 - September 2004
Job Sr. Financial Reporting Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2004 - Present
Eaton Vance September 2004 - October 2008
INVESTORS BANK & TRUST COMPANY June 1999 - September 2004
Investors Bank & Trust Company January 1999 - January 2002
Skills
Accounting, SEC filings, Accruals, Fixed Income, Securities, Equities
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors of Art, Economics
Eaton Vance September 2004 - Present
Eaton Vance September 2004 - October 2008
INVESTORS BANK & TRUST COMPANY June 1999 - September 2004
Investors Bank & Trust Company January 1999 - January 2002
Skills
Accounting, SEC filings, Accruals, Fixed Income, Securities, Equities
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors of Art, Economics
Joe Kinnally's Investors Bank & Trust Company Experience August 1994 - January 2006
Job Director Global Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
State Street July 2007 - February 2009
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust Company August 1994 - January 2006
State Street January 1984 - January 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Alternative Investments, Derivatives, Equities, Financial Services, Hedge Funds, Investments, Private Equity, Accounting, Corporate Actions, Bloomberg, Due Diligence, Finance, Trading
Education
Massachusetts College of Liberal Arts 1980 — 1983
BS BA, Accoutning
Fidelity Investments May 2011 - Present
State Street July 2007 - February 2009
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust Company August 1994 - January 2006
State Street January 1984 - January 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Alternative Investments, Derivatives, Equities, Financial Services, Hedge Funds, Investments, Private Equity, Accounting, Corporate Actions, Bloomberg, Due Diligence, Finance, Trading
Education
Massachusetts College of Liberal Arts 1980 — 1983
BS BA, Accoutning
Tara Lombardi's Investors Bank & Trust Company Experience 1999 - 2002
Job Reconciliation Control Accountant at First Marblehead
Industry Financial Services
Experience
First Marblehead January 2005 - Present
First Marblehead Education Resources 2005 - Present
Deustche Asset Management 2003 - 2005
Investors Bank & Trust Company 1999 - 2002
Education
Merrimack College 1995 — 1999
high school
First Marblehead January 2005 - Present
First Marblehead Education Resources 2005 - Present
Deustche Asset Management 2003 - 2005
Investors Bank & Trust Company 1999 - 2002
Education
Merrimack College 1995 — 1999
high school
Ronald F. Gayton's Investors Bank & Trust Company Experience 2003 - 2007
Job State Street Bank Global Services Relationship Management
Industry Financial Services
Experience
Relationship Management 2007 - 2014
State Street Bank & Trust Company 2009 - April 2013
State Street Bank & Trust Company 2007 - 2009
Investors Bank & Trust Company 2003 - 2007
Investors Bank & Trust Company 2001 - 2003
Investors Bank & Trust Company 1997 - 2001
State Street Bank & Trust Company 1991 - 1997
Skills
Securities, Wealth Management, Relationship Management, Banking, Trading, Financial Analysis, Business Analysis, Fixed Income, Financial Services, Process Improvement, Outsourcing
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Relationship Management 2007 - 2014
State Street Bank & Trust Company 2009 - April 2013
State Street Bank & Trust Company 2007 - 2009
Investors Bank & Trust Company 2003 - 2007
Investors Bank & Trust Company 2001 - 2003
Investors Bank & Trust Company 1997 - 2001
State Street Bank & Trust Company 1991 - 1997
Skills
Securities, Wealth Management, Relationship Management, Banking, Trading, Financial Analysis, Business Analysis, Fixed Income, Financial Services, Process Improvement, Outsourcing
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Josephine Lyons's Investors Bank & Trust Company Experience December 2004 - July 2006
Job Counsel at Lyons & Associates
Industry Legal Services
Experience
Lyons & Associates January 2009 - Present
State Street Bank and Trust Company/Investors Bank & Trust Company July 2006 - January 2009
Investors Bank & Trust Company December 2004 - July 2006
Skills
Property Law
Education
Boston University School of Law 2002 — 2004
LL.M., Cum Laude, Banking and Financial Law
The Catholic University of America, Columbus School of Law 1999 — 2002
J.D., Certificate in Comparative and International Law
Boston University 1995 — 1999
Bachelor of Arts, Cum Laude, Psychology
Lyons & Associates January 2009 - Present
State Street Bank and Trust Company/Investors Bank & Trust Company July 2006 - January 2009
Investors Bank & Trust Company December 2004 - July 2006
Skills
Property Law
Education
Boston University School of Law 2002 — 2004
LL.M., Cum Laude, Banking and Financial Law
The Catholic University of America, Columbus School of Law 1999 — 2002
J.D., Certificate in Comparative and International Law
Boston University 1995 — 1999
Bachelor of Arts, Cum Laude, Psychology
Arlyn E Whitelaw's Investors Bank & Trust Company Experience April 2000 - May 2001
Job Vice President, Compliance at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
Dawn M. Socha's Investors Bank & Trust Company Experience July 2002 - November 2006
Job Accomplished Benefits and Compensation Professional
Industry Hospital & Health Care
Experience
Boston Children's Hospital August 2009 - December 2013
Harvard University November 2006 - August 2009
Investors Bank & Trust Company July 2002 - November 2006
CVS/Pharmacy July 1999 - July 2002
Boston Scientific Corporation December 1998 - July 1999
Skills
HRIS, Employee Benefits, Onboarding, Deferred Compensation, Benefits Administration, PeopleSoft, Human Resources, Performance Management, Employee Engagement, Organizational..., Qualified Retirement..., Retirement Planning, Operating Budgets, Budget Monitoring, Compensation & Benefit, Disability Management, Employee Wellness..., Compliance, Management, Change Management
Education
Saint Michael's College
Bachelor of Arts (BA), Sociology
Boston Children's Hospital August 2009 - December 2013
Harvard University November 2006 - August 2009
Investors Bank & Trust Company July 2002 - November 2006
CVS/Pharmacy July 1999 - July 2002
Boston Scientific Corporation December 1998 - July 1999
Skills
HRIS, Employee Benefits, Onboarding, Deferred Compensation, Benefits Administration, PeopleSoft, Human Resources, Performance Management, Employee Engagement, Organizational..., Qualified Retirement..., Retirement Planning, Operating Budgets, Budget Monitoring, Compensation & Benefit, Disability Management, Employee Wellness..., Compliance, Management, Change Management
Education
Saint Michael's College
Bachelor of Arts (BA), Sociology
Girmay Abraha's Investors Bank & Trust Company Experience November 1998 - May 2001
Job Customer Service officer at Northeast Security Inc.
Industry Financial Services
Experience
2008 -2009 BANK of AMERICA/ COLUMBIA MANAGEMENT GROUP March 2008 - February 2009
MFS Investment Management July 2007 - December 2007
2005 - 2007 BROWN BROTHERS HARRIMAN & CO December 2005 - February 2007
2004 -2005 STATE STREET BANK & TRUST COMPANY June 2004 - October 2005
2003MELLON FINANCIAL CORPORATIONS May 2001 - July 2003
INVESTORS BANK & TRUST COMPANY November 1998 - May 2001
THE BOSTON COMPANY/MELLON FINANCIAL CORPORATIONS September 1994 - October 1998
THE BOSTON COMPANY/BOSTON SAFE DEPOSIT & TRUST COMPANY May 1989 - September 1994
Skills
Investments, Mutual Funds, Banking, Accounting, Securities, Financial Services, Bloomberg, Portfolio Management, Trading, Corporate Actions, Settlement, Cash Management, Analysis
Education
BS, Economics/Foreign Trade
Lesley University
MS, Management
Northeastern University
Coursework, accounting
2008 -2009 BANK of AMERICA/ COLUMBIA MANAGEMENT GROUP March 2008 - February 2009
MFS Investment Management July 2007 - December 2007
2005 - 2007 BROWN BROTHERS HARRIMAN & CO December 2005 - February 2007
2004 -2005 STATE STREET BANK & TRUST COMPANY June 2004 - October 2005
2003MELLON FINANCIAL CORPORATIONS May 2001 - July 2003
INVESTORS BANK & TRUST COMPANY November 1998 - May 2001
THE BOSTON COMPANY/MELLON FINANCIAL CORPORATIONS September 1994 - October 1998
THE BOSTON COMPANY/BOSTON SAFE DEPOSIT & TRUST COMPANY May 1989 - September 1994
Skills
Investments, Mutual Funds, Banking, Accounting, Securities, Financial Services, Bloomberg, Portfolio Management, Trading, Corporate Actions, Settlement, Cash Management, Analysis
Education
BS, Economics/Foreign Trade
Lesley University
MS, Management
Northeastern University
Coursework, accounting
Stephen Burse's Investors Bank & Trust Company Experience July 1993 - January 1997
Job SVP, Senior Credit Officer, EverBank
Industry Banking
Experience
EverBank March 2012 - Present
Metlife Bank September 2010 - March 2012
Sovereign Santander June 2004 - September 2010
FleetBoston Financial January 2000 - June 2004
Evergreen Investment Management Co January 1997 - January 2000
Investors Bank & Trust Company July 1993 - January 1997
State Street Bank & Trust Co April 1992 - April 1993
Skills
Loans, Mortgage Banking, Credit Analysis, Mortgage, Credit
Education
Boston College 1995 — 1999
MBA, Finance
UMass Lowell 1987 — 1991
Bachelor of Science (BS), Business Administration
EverBank March 2012 - Present
Metlife Bank September 2010 - March 2012
Sovereign Santander June 2004 - September 2010
FleetBoston Financial January 2000 - June 2004
Evergreen Investment Management Co January 1997 - January 2000
Investors Bank & Trust Company July 1993 - January 1997
State Street Bank & Trust Co April 1992 - April 1993
Skills
Loans, Mortgage Banking, Credit Analysis, Mortgage, Credit
Education
Boston College 1995 — 1999
MBA, Finance
UMass Lowell 1987 — 1991
Bachelor of Science (BS), Business Administration
Daniella Lopez's Investors Bank & Trust Company Experience January 2000 - January 2001
Job Accounting/Administrative/Executive Assistant
Industry Banking
Experience
PMWeb, Inc. February 2013 - Present
Shaw’s Supermarkets January 2009 - Present
American Renal Management, LLC January 2005 - Present
Netzsch Instruments, Inc January 2002 - January 2003
Hamilton, Brook, Smith & Reynolds, P.C January 2001 - January 2002
Investors Bank & Trust Company January 2000 - January 2001
State Street Bank & Trust Company January 1998 - January 2000
Skills
Computer Expertise,..., Future Elementary..., Sales, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Entry, Customer Service, Time Management, Research, QuickBooks, Access, Telephone Skills, Budgets, Cashiering
Education
Lesley University 2012 — 2015
Master, Elementary Education
Bentley College 1993 — 1997
Bachelor of Arts, English
PMWeb, Inc. February 2013 - Present
Shaw’s Supermarkets January 2009 - Present
American Renal Management, LLC January 2005 - Present
Netzsch Instruments, Inc January 2002 - January 2003
Hamilton, Brook, Smith & Reynolds, P.C January 2001 - January 2002
Investors Bank & Trust Company January 2000 - January 2001
State Street Bank & Trust Company January 1998 - January 2000
Skills
Computer Expertise,..., Future Elementary..., Sales, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Entry, Customer Service, Time Management, Research, QuickBooks, Access, Telephone Skills, Budgets, Cashiering
Education
Lesley University 2012 — 2015
Master, Elementary Education
Bentley College 1993 — 1997
Bachelor of Arts, English
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY