State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street May 2015 - Present
Deloitte September 2012 - April 2015
Deloitte May 2011 - September 2012
State Street Global Advisors September 2007 - April 2011
Piper, Hawkins, and Company CPA November 2006 - July 2007
Lewtan Technologies Inc November 2005 - November 2006
Deutsche Investment Management Americas Inc May 2005 - November 2005
Skills
Banking, Bloomberg, Valuation, Accounting, Portfolio Management, Structured Finance, Credit Risk, Financial Services, Risk Management, Investments, Mutual Funds, Management Consulting, Analysis, Strategy, Financial Modeling, CRM
Education
Bentley University 2002 — 2006
Bachelor of Science, Corporate Finance and Accounting
TD January 2013 - Present
State Street June 2011 - January 2013
NetCracker February 2011 - July 2011
Ameriprise Financial Services, Inc. October 2009 - May 2010
Skills
Bloomberg, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Microsoft Excel, Equities, Financial Statements, Financial Accounting, Access, Microsoft Office, PowerPoint, Corporate Actions, Teamwork
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance, Liberal Studies, Minor- Law, 3.51
East Longmeadow High School 2003 — 2007
3.7
State Street April 2015 - Present
State Street May 2011 - March 2015
State Street Corp October 2005 - April 2011
State Street March 2000 - October 2005
State Street April 1997 - March 2000
Skills
Securities, Performance Reporting, Business Analysis, Project Planning, Project Management, Fund Accounting, Mutual Funds, Test Cases, Solution Implementation, Virtual Teams, User Guide Creation, Management, Investment Operations, Fixed Income, Equities, Corporate Actions, Bloomberg, Client Service, Conversions, Fixed Income Products, Amortization, Securities Valuation
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, International Management, 3.76
Bentley University
Finance
State Street June 2015 - Present
Morristown Beard School Day Camp June 2009 - August 2014
Bentley University June 2013 - June 2014
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Accounting, Senior
Bond University 2014 — 2015
Morristown-Beard School 2008 — 2012
High School
The Hartford July 2013 - Present
State Street June 2012 - August 2012
Bentley University Book Store June 2009 - June 2012
Skills
Microsoft Excel, Bloomberg, Financial Analysis, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, SPSS, Outlook, Data Analysis, Economics, VEE Economics Credit, VEE Corporate Finance...
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2012
Finance and International Business
Winchester High School 2005 — 2009
State Street Global Advisors (SSGA) July 2014 - Present
State Street November 2011 - July 2014
State Street Corporation October 2010 - December 2011
State Street Corporation June 2007 - October 2010
Skills
Account Reconciliation, Accounting, Internal Audit, Fixed Income, Microsoft Excel, Equities, Time Management, Software Documentation, Securities, Mutual Funds, Financial Statements, Trading, Bonds, Financial Analysis, Financial Modeling
Education
Bentley University 2003 — 2007
Bachelors, Finance
RMIT University 2006 — 2006
Bachelor's degree, Finance, General
State Street April 1985 - Present
State Street 1985 - 2013
Skills
Fixed Income, Financial Services, Bloomberg, Fund Accounting, Financial Analysis, Equities, Securities, Mutual Funds, Investments, Hedge Funds, Financial Modeling, Derivatives
Education
Bentley College
Bachelor's degree, Accounting
State Street Global Advisors October 2014 - September 2015
State Street December 2013 - October 2014
Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Mutual Funds, Financial Services, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, Bloomberg
Education
Bentley University 2007 — 2011
Bachelor of Science Degree, Corporate Finance and Accounting
Bentley University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Corporate Finance and Accounting
Deloitte October 2014 - Present
Deloitte June 2013 - August 2013
State Street June 2012 - December 2012
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
GoSystems, Microsoft Excel, ProSystem fx Tax, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, SAP, Windows, Essbase, Oracle Discoverer, Oracle Applications, Intrader, OneSource
Education
Bentley University 2013 — 2014
Master of Science (MS), Accounting
Bentley University 2009 — 2013
BS, Corporate Finance and Accounting
Lorenz Island Kuisine July 2006 - Present
Lorenz Island Kuisine June 2006 - Present
Boston Public Schools September 2002 - Present
State Street June 1994 - March 2002
Skills
Staff Development, Budgeting, Excel, Mathematics, Government, Microsoft Excel, Event Planning, Budgets, Non-profits, Public Speaking, Volunteer Management, Blogging, Coaching, Community Outreach, Creative Writing, Curriculum Design, Curriculum Development, Editing, Event Management, Fundraising, Grant Writing, Leadership, Leadership Development, Nonprofits, Organizational..., PowerPoint, Program Development, Public Relations, Research, Social Media, Social Networking, Strategic Planning, Teaching, Team Building
Education
Bentley University 1990 — 1994
Business Administration and Management, General
Boston Latin School 1986 — 1990
Benchmark Senior Living April 2014 - Present
NTT Data Corporation June 2013 - April 2014
NTT Data Corporation January 2013 - June 2013
State Street June 2012 - December 2012
Bentley University August 2010 - May 2012
Bentley University September 2008 - May 2012
REIT Management & Research LLC May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Outlook, Account Reconciliation, Data Entry, PeopleSoft, Lotus Notes, Word, Argus Modeling, ILLiad, Ariel, Millenium, Leadership, Microsoft Word, Financial Reporting
Education
Bentley University 2008 — 2012
Bachelor's degree, Finance
TRI-AD October 2005 - Present
Aon Hewitt April 2003 - January 2005
State Street May 2001 - April 2003
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Performance Management, Employee Benefits, Microsoft Office, Benefits Administration
Education
Aquinas College
Associate of Science, Accounting
Bentley College
Bachelor of Science, Finance
Collaborative Consulting January 2013 - June 2015
MBTA May 2014 - April 2015
MFS Investment Management January 2014 - April 2014
State Street January 2013 - December 2013
State Street (formerly Investors Bank & Trust) April 2006 - July 2012
HedgeFlex, Inc. March 2005 - April 2006
Pacific Exchange January 2000 - January 2004
Romac International September 1998 - December 1999
Fidelity Investments February 1996 - September 1998
State Street Bank June 1992 - January 1996
Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement
Education
Bentley College 1984 — 1988
BS, Accounting
Bentley College 1984 — 1988
Associate of Science (A.S.), Management
Villanova University 2012 — 2012
Master Certificate in Business Analysis
Boston Ski Party November 2013 - Present
Northeastern University July 2011 - Present
Action for Boston Community Development April 2011 - July 2011
State Street March 2008 - December 2010
Bank of America June 2005 - March 2008
Bank of America March 2002 - May 2005
Bank of America July 2000 - February 2002
Putnam Investments January 1999 - June 2000
Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning
Education
Boston University
Master of Science, Finance/Economics
Bentley University
Bachelor of Science, Finance/Management
State Street June 2015 - Present
Epsilon June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - December 2013
UBS June 2013 - August 2013
Enfield Tennis Club June 2009 - September 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Investments, Management, Financial Analysis, Finance, Leadership, Microsoft Word, Risk Management, Customer Service, Outlook, Microsoft Office, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Longmeadow High School 2007 — 2011
Diploma
Benefitfocus 2015 - Present
G & G Consulting 2012 - 2015
Aon Hewitt 2011 - 2012
Xerox 2009 - 2011
Fidelity Investments 2002 - 2008
USI Consulting Group 2001 - 2002
State Street 1997 - 2001
Fidelity Investments 1993 - 1996
Fidelity Investments 1990 - 1993
Aetna 1988 - 1990
Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Business Management
State Street March 2013 - Present
State Street January 2005 - March 2013
State Street January 2004 - January 2005
State Street November 2002 - January 2004
State Street May 2001 - November 2002
State Street December 1999 - May 2001
Skills
Bloomberg, Fund Accounting, Analysis, Accounting, CRM, Mutual Funds, Risk Management, Management, Strategy, Auditing, Investments, Finance, Financial Services, Leadership, Alternative Investments, Fund Administration, Relationship Management, Training
Education
Bentley University
New England College of Business and Finance
Associate of Science (AS), Accounting and Finance
State Street May 2014 - Present
Skills
Financial Services, Portfolio Management, Project Management, Capital Markets, Fixed Income, Program Managment, Financial Services..., Software Development..., Program Management, SDLC, CRM, Management, Project Planning, Testing, Business Analysis, Data Analysis, Vendor Management, Finance, Risk Management, Analysis
Education
Lasell College 2009 — 2011
MS in Managment, Project Management
Bentley College 1999 — 2003
Bachelor of Science, Managerial Economics w/ Concentration in Management
Lowell High
Lowell High
Hasbro February 2014 - Present
Hasbro June 2009 - February 2014
Converse December 2010 - February 2011
John Horner Photography August 2008 - June 2009
VistaPrint July 2005 - August 2007
State Street July 2003 - June 2005
Skills
Photography, Photoshop, Image Manipulation, Commercial Photography, Portrait Photography, Event Photography, Architectural..., Marketing, Advertising, Lightroom, Photos, Art Direction, Lighting, Capture One, Layout
Education
New England School of Photography 2006 — 2008
Advertising and Commercial Photography, Commercial Photography
Bentley University 1998 — 2002
Bachelor of Science, Marketing
State Street June 2015 - Present
Eagle Investment Systems May 2014 - August 2014
Skills
Time Management, Organization, Team Leadership, Teamwork, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Bentley University 2013 — 2017
Finance, General
Bentley University 2013 — 2017
Finance
State Street April 2015 - Present
State Street April 2013 - March 2015
State Street June 2011 - March 2013
Dassault Systemes December 2010 - June 2011
Daryl Christopher Ltd. June 2007 - December 2010
Genzyme January 2010 - July 2010
Sunshine Books Inc December 2008 - December 2009
Yoshida & Sokolski PC February 2008 - April 2008
Skills
Highly Analytical, Travel, Lotus Notes, Spanish, Microsoft Office, Microsoft Excel, Accounting, Financial Analysis, Tax, SEC filings, Analytical Skills, Budgets, Internal Audit, Auditing, Account Reconciliation
Education
Bentley University 2007 — 2011
Bachelor of Science, Corporate Finance and Accounting
Lincoln-Sudbury Regional High School 2003 — 2007
High School Diploma, N/A
Stylecuts October 2005 - Present
KaBloom.com, LTD 2002 - 2005
State Street 1996 - 2002
Skills
Strategic Planning, Team Building, Account Management, Coaching, Retail, Sales Management, B2B, Marketing, Marketing Strategy, Sales, Event Planning, Management, Social Media, Leadership
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Finance
Forrester Research October 2013 - Present
Enterprise Holdings September 2009 - September 2013
Enterprise Holdings July 2007 - August 2009
Enterprise Holdings January 2007 - July 2007
Enterprise Holdings August 2006 - January 2007
State Street February 2004 - August 2005
State Street January 2004 - February 2005
Skills
Sales Management, Operations Management, Sales & Marketing..., Sales Rep Training, Key Account Development, Financial Analysis, Customer Service, Employee Management, Time Management, Microsoft Office, Account Management, Cold Calling Experience, Leadership, Recruiting, Human Resources, Employee Relations, Training, Management
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Finance
State Street June 2015 - Present
Core-Mark International June 2013 - August 2013
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance
The University of Manchester 2014 — 2014
State Street August 2014 - Present
State Street Bank July 2013 - August 2014
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Mutual Funds, Hedge Funds, Equities, Fixed Income, Bloomberg
Education
Bentley University 2009 — 2013
Bachelor's degree, Finance, General
2015 Level II Candidate in the CFA Program
Wilton High School
State Street Alternative Investment Solutions July 2014 - Present
State Street January 2012 - June 2014
State Street Bank June 2011 - August 2011
Reebok International LTD January 2010 - June 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Teamwork
Education
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
University of Richmond 2009 — 2009
Wolters Kluwer January 2013 - Present
Wolin-Levin Inc July 2010 - January 2013
Action Figures Staffing June 2009 - July 2010
RE/MAX Innovations August 2006 - November 2009
Spotlight Reality June 2004 - August 2006
State Street May 2001 - June 2004
Skills
Real Estate, Budgets, Investment Properties, Due Diligence, Customer Service, Retail, Contract Negotiation, Negotiation, Management, Marketing, Leadership, CRM, Training, Accounting, Customer Satisfaction, Customer Retention, Marketing Strategy
Education
Bentley University 1997 — 2001
BS, Marketing/Management
Keene High School
Och-Ziff Capital Management December 2014 - Present
Goldman Sachs August 2012 - December 2014
KPMG September 2011 - August 2012
Inspire Capital Partners LLC June 2011 - August 2011
GMO March 2011 - June 2011
The Blackstone Group June 2010 - August 2010
State Street June 2009 - December 2009
Skills
Equity Valuation, Data Analysis, Financial Analysis, AML, Securities Regulation, Compliance, Cultural Diversity, Equity Research, KYC, Research, Fixed Income, Municipal Bonds, Equities, Securities, Investment Banking, Finance, Internal Audit
Education
Bentley University 2007 — 2011
B.S., Economics-Finance, Ethics and Social Responsibility
Don Bosco Preparatory High School 2003 — 2007
4.0
State Street June 2015 - Present
Manulife Financial December 2014 - June 2015
SunGard July 2014 - December 2014
Commonwealth Financial Network August 2013 - June 2014
TIAA-CREF February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc. January 2012 - August 2013
ING USA June 2010 - January 2012
ING (Formerly CitiStreet) January 2005 - December 2011
CitiStreet November 2004 - January 2005
Putnam Investments June 2003 - October 2004
Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach
Education
Scrum.org 2013 — 2013
Certificate
Boston University 2008 — 2008
Certificate
Bentley University 1997 — 1999
Certificate
New England Banking Institute 1988 — 1990
Certificate
GMO October 2014 - Present
State Street June 2012 - October 2014
PricewaterhouseCoopers August 2008 - June 2012
Skills
Bilingual-Spanish, Financial Reporting, Auditing, Accounting, Analysis, Microsoft Excel, GAAP, Financial Statements, Investments, Bloomberg, Tax, PowerPoint, Financial Audits, Private Equity, Mutual Funds, Management, Microsoft Word, Lotus Notes, Teamwork, Recruiting, Fund Accounting, Financial Accounting, Bilingual, Leadership
Education
Bentley University 2004 — 2008
BS, Accouting
Lawrence High Shool 2000 — 2004
High School Diploma, Management Business Technology Academy
Northeastern University
Master of Business Administration (M.B.A.), International Business
McGladrey April 2014 - Present
Protiviti July 2012 - April 2014
Bentley University May 2010 - May 2012
Harvard Management Company June 2011 - August 2011
Bentley Microfinance Group September 2009 - June 2011
State Street June 2010 - August 2010
Education
Bentley University 2008 — 2012
BS, Finance, Minor: Computer Information Systems
State Street June 2015 - Present
Harold Brothers Mechanical Contractors, Inc. August 2014 - Present
Mary Kay Idependent Consultant July 2012 - Present
Garrow Financial Solutions, LLC July 2009 - Present
Cohasset Golf Club May 2013 - July 2015
Hingham Yacht Club December 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SPSS, Financial Analysis, Access, Accounting, Research, Customer Service, Facebook, Teamwork
Education
Bentley University 2012 — 2016
Notre Dame Academy Hingham, MA 2008 — 2012
Genbright May 2014 - Present
State Street January 2013 - January 2014
U.S. Bank March 2011 - December 2011
US Bank January 2011 - March 2011
U.S. Bank March 2010 - December 2010
US Bank April 2009 - March 2010
Skills
Financial Analysis, Portfolio Management, Finance, Banking, Bloomberg Terminal, Customer Service, Commercial Lending, Loans, Financial Services, Economics, Commercial Banking, Treasury Management, Cash Management, Communication, Mutual Funds, Fixed Income, Equities, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Teamwork, Research, Leadership, Outlook, Time Management, Valuation, Public Speaking, Sales
Education
Bentley University 2013 — 2016
Bachelor of Science (BS), Economics / Finance with Minor in History
Bunker Hill Community College 2012 — 2013
Finance, Economics, 3.7
State Street March 2014 - Present
State Street November 2012 - March 2014
State Street May 2010 - November 2012
State Street September 2009 - May 2010
Market Strategies September 2008 - August 2009
First Investors Corp. December 2007 - August 2008
New York Life September 2007 - May 2008
Skills
Mutual Funds, Financial Reporting, Funding, General Ledger, Investments, Money Market, Account Reconciliation, Microsoft Excel, Financial Services, Bloomberg Terminal, Portfolio Management, Internal Controls
Education
Bentley University 2004 — 2008
BS, Finance, Spanish
State Street January 2015 - Present
VMTurbo September 2014 - December 2014
Santander Asset Management June 2013 - August 2013
PromoExport May 2013 - July 2013
Banco Popular de Puerto Rico June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Economics, Bloomberg, Data Analysis, Microsoft Office, Cross-cultural..., Interpersonal Skills, Easily Adaptable, Leadership, Market Research, Social Media, Salesforce.com, MCH, Wall Street Office
Education
Bentley University 2011 — 2014
B.S., Economics-Finance and Political Science
University of Puerto Rico-Rio Piedras 2010 — 2011
B.S., Finance and Political Science, 3.8
State Street June 2012 - Present
Boston Red Sox April 2011 - Present
John Hancock Financial Services April 2011 - June 2012
Skills
Bloomberg, Financial Services, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Financial Analysis, Asset Management, Financial Modeling, Analysis, Accounting, Finance, Financial Markets, World-Check, LexisNexis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Risk, Outlook, Risk Management, Social Media
Education
Bentley University 2006 — 2010
Bachelor's degree, Finance
State Street March 2015 - Present
John Hancock Financial Services April 1990 - December 2013
Routhier Legal Personnel June 1988 - April 1990
Skills
Auditing, CISA, Internal Audit, Project Management, Risk Assessment, Internal Controls, Sarbanes-Oxley Act, Model Audit Rule, Control Systems Design, Business Process..., Audit Reports, Issue Management, Issue Resolution, Process Consulting, Ad Hoc Reporting, Reporting & Analysis, Issue Follow up, External Audit, IT Audit, GAAP, Financial Services, Financial Analysis, Accounting
Education
Bentley University 1984 — 1988
Bachelor of Science (B.S.), Accountancy
Westinghouse Electric Company November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - November 2012
State Street May 2005 - December 2011
Skills
Bloomberg, Auditing, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling
Education
Suffolk University 2010 — 2014
Master's degree, Finance, General
Suffolk University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Bentley University 2001 — 2005
Bachelor's degree, Finance, General
State Street June 2011 - Present
Fidelity Investments June 2010 - May 2011
Skills
IIA Standards, Control Environment, Audit Reports, Regulatory Audits, Risk Based Audits, Segregation of Duties, Self Assessment, Internal Controls, Microsoft Office, Lotus Notes, Oracle Applications
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
Universitat Pompeu Fabra 2009 — 2010
International Business
United Bank Limited July 2015 - Present
State Street January 2015 - Present
Sapient August 2014 - October 2014
Bentley University September 2010 - May 2014
Preston Todd Advisors September 2013 - December 2013
Social Policy & Development Centre June 2013 - August 2013
Silkbank Limited (Pakistan) June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Economics, Economics, Finance, Corporate Finance, Forecasting, Investments, Financial Statements, Loans, Bloomberg, Equity Research, Valuation, Econometrics, Statistics, Data Analysis, Bloomberg Terminal, Access, Stata, Capital IQ
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Karachi American School 2006 — 2010
High School
NEPC May 2014 - Present
NEPC February 2013 - April 2014
NEPC December 2011 - February 2013
State Street November 2009 - December 2011
Venture Real Estate November 2009 - September 2010
Skills
Investments, Hedge Funds, Alternative Investments, Bloomberg, Equities, Fixed Income
Education
Bentley University 2005 — 2009
Bachelors, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
State Street September 2015 - Present
State Street June 2014 - September 2015
Bentley University Athetics September 2010 - May 2014
ProCamps Worldwide January 2011 - May 2011
Skills
Microsoft Office, SAP, Access, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Finance, Time Management, Outlook, Financial Reporting
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Saddle Brook High School 2006 — 2010
John Hancock Retirement Plan Services October 2013 - Present
State Street June 2012 - October 2013
EMC May 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, Fixed Income, Portfolio Management, Equities, Series 7, Social Media, Data Analysis, Morningstar, Finance, Mutual Funds, Financial Analysis, PowerPoint, Financial Modeling, Investments, Financial Services
Education
Bentley University 2008 — 2012
Bachelor of Science in Economics-Finance, Minor in Management
Dover-Sherborn Regional High School 2004 — 2008
State Street February 2014 - Present
State Street May 2011 - January 2014
State Street April 2010 - May 2011
State Street July 2007 - April 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust April 2005 - October 2006
Investors Bank & Trust July 2004 - April 2005
Investors Bank & Trust August 2003 - July 2004
Skills
Business Analysis, Process Improvement, Mutual Funds, Business Process..., Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Modeling, SDLC, Financial Services, Visio, Banking, Requirements Gathering, Finance, Access, Agile Methodologies
Education
Bentley University 2011 — 2014
Master of Business Administration (MBA), Management/IT
Bentley University 1999 — 2003
Bachelor's degree, Accounting Information Systems
Eaton Vance Management May 2007 - Present
Fidelity Investments Systems Company May 2005 - May 2007
Fidelity Investments March 2001 - May 2005
Fidelity Investments June 1997 - March 2001
Fidelity Investments April 1996 - June 1997
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital March 1994 - April 1996
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital January 1993 - March 1994
State Street January 1992 - January 1993
CHAMPION EXPOSITION SERVICE, INC May 1991 - January 1992
Skills
Microsoft Office suite..., Essbase reporting..., REVPORT Fee Billing..., BMC Remedy, HP Application Life..., Eagle PACE, SAP financials and..., Hyperion suite of..., Oracle financials and..., BRIO
Education
Boston University Corporate Education Group 2000 — 2000
Certificate in Project Management –PMBOK
Bentley University 1987 — 1991
Bachelor of Science, Economics and Finance
Woburn High School
State Street July 2014 - Present
State Street June 2013 - August 2013
Silicon Valley Bank June 2012 - August 2012
Education
Bentley University 2011 — 2014
B.S. in Economics-Finance, 3.83 - Summa Cum Laude
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Opus Investment Management July 2014 - Present
Opus Investment Management (The Hanover Insurance Group) June 2012 - June 2014
State Street June 2011 - August 2011
Preston Todd Advisors February 2011 - May 2011
Skills
FactSet, Bloomberg, Market Research, Critical Thinking, Fixed Income, Microsoft Excel, Excel, Intex Solutions, Writing Skills, Team Oriented, Portfolio Management
Education
Bentley University 2008 — 2012
BS, Economics-Finance
Wachusett Regional High School 2004 — 2008
Bain Capital July 2013 - Present
State Street February 2013 - July 2013
State Street November 2011 - February 2013
Financial Focus June 2011 - September 2011
State Street February 2011 - May 2011
University Academic Technology Center February 2009 - May 2010
Skills
Investments, Financial Analysis, Banking, Treasury Management, Data Analysis, Financial Services, Microsoft Excel, Capital Markets
Education
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Bond University 2009 — 2009
State Street June 2015 - Present
State Street November 2014 - April 2015
BNY Mellon June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Management, Microsoft Word, Public Speaking, Social Media, Teamwork, Finance, Financial Reporting
Education
Bentley University 2011 — 2015
Bachelor's Degree, Corporate Finance and Accounting
The London School of Economics and Political Science (LSE) 2013 — 2013
State Street September 2010 - Present
State Street May 1996 - September 2010
Skills
Succession Planning
Education
Bentley University
Emmanuel College
BS, Business Management
Sovos Compliance July 2013 - Present
State Street August 2011 - July 2013
State Street January 2008 - August 2011
State Street July 2006 - January 2008
State Street June 2005 - July 2006
Mercer August 2004 - June 2005
Skills
Microsoft Office, Bloomberg, Financial Services, Mutual Funds, 401k, Process Improvement, Revenue Recognition, Revenue Analysis, Revenue Cycle, Salesforce.com, Intacct, OpenAir, CRM, Accounting, Accounts Receivable, Billing Process, Journal Entries, Monthly Closing, Period End Closing, Customer Service, Manage Client..., Operations Management, Process Management, Lean Management, Lean Transformation, Employee Training, Account Reconciliation, Fund Accounting, Securities, Derivatives, Financial Reporting, Finance, Global Custody, Cash Management, Asset Management, Investments, Financial Analysis, Data Analysis, Corporate Finance, Fund Administration, Business Process...
Education
Bentley University 2003 — 2007
MBA, Finance
Merrimack College 1999 — 2003
B.S., Business Administration
Manulife February 2015 - Present
Manulife Financial October 2011 - February 2015
John Hancock Financial Services September 2006 - October 2011
BISYS September 2005 - September 2006
State Street January 2005 - September 2005
Skills
Derivatives, Analysis, Dodd-Frank, Settlement, Investments, Collateral Management, Financial Modeling, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Trading, Financial Risk, Trading Systems, FX Options, Financial Markets, Middle Office, Securities, Series 7, Market Risk, Corporate Actions, Hedging, Financial Services, Bonds, Mutual Funds, Options, Risk Management
Education
Bentley University 2002 — 2004
Bachelor's, Finance
State Street Bank 2007 - Present
Investors Bank & Trust 2001 - 2007
State Street 1998 - 2000
state Street 1994 - 1998
Skills
Fixed Income, Financial Analysis, Mutual Funds, Financial Services, Banking, Bonds, Fund Accounting, Bloomberg, Process Improvement, Business Requirements, Financial Modeling, Management, Vendor Management, Business Analysis, Risk Management, Asset Management, Portfolio Management, Fund Administration, Investments, Securities, Finance, Equities, Hedge Funds, Global Custody, Derivatives, Alternative Investments
Education
Bentley University 1998 — 2000
MBA
Boston College 1990 — 1994
Accounting
J.P. Morgan July 2014 - Present
J.P. Morgan October 2011 - July 2014
GlobeOp Financial Services June 2004 - October 2011
Citigroup 2006 - 2007
State Street 1998 - 2004
Skills
Alternative Investments, Hedge Funds, Mutual Funds
Education
Bentley University 1994 — 1998
BS Finance
North Yarmouth Academy 1992 — 1995
State Street Bank July 2013 - Present
State Street March 2011 - June 2013
State Street Bank December 2007 - February 2011
Investors Bank & Trust June 2005 - November 2007
Investors Bank & Trust December 2004 - May 2005
Investors Bank & Trust August 2003 - November 2004
Citizens Bank April 2003 - August 2003
Skills
Fund Accounting, Mutual Funds, Financial Services, Fixed Income, Fund Administration, Securities, Equities, Bond Funds, Derivatives, Fund Of Funds, Asset Managment, Alternative Assets, Private Equity, Valuation, Financial Statement..., Pricing Analysis, Corporate Actions, Bloomberg
Education
Bentley University 1999 — 2003
Accounting
John Hancock 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 2004 - 2004
Skills
Financial Analysis, Financial Reporting, Banking, Risk Management, Fixed Income, Finance, Investments, Corporate Finance, Financial Services
Education
Boston University 2002 — 2004
MSA, Financial Economics
Bentley University 1997 — 2002
BA, Finance
Putnam Investments July 2007 - Present
State Street 2005 - 2007
Skills
Equities, Mutual Funds, Bloomberg
Education
Bentley University 1995 — 1999
Montebello Container Corporation March 2002 - Present
State Street July 1999 - March 2002
Education
Bentley University 1995 — 1999
Bachelor of Science (BS), Finance, General
Pioneer Investments October 2004 - Present
Pioneer Investments October 2003 - October 2004
Pioneer Investments October 2002 - October 2003
State Street October 2001 - October 2002
Skills
Securities, Credit, High Yield, Bloomberg, Fixed Income, Mutual Funds, Bonds, Equities, Derivatives, Asset Managment
Education
Bentley University 2003 — 2007
MBA, International Business & Finance
Providence College 1997 — 2001
B.S., Health Policy & Management
St. Peter-Marian Jr. Sr. High School 1994 — 1997
H.S. Diploma
State Street February 1996 - Present
The Boston Company July 1990 - January 1996
Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Equities, Fixed Income, Corporate Actions, Alternative Investments, Hedge Funds, Financial Services, Derivatives, Asset Management, Investments, Portfolio Management, Investment Management
Education
Bentley University 1986 — 1990
Bachelor, Finance
Danbury High School
Fidelity Investments October 2011 - Present
Innovation Group February 2009 - October 2011
State Street July 2007 - October 2008
State Street Bank 2007 - 2008
Investors Bank & Trust November 2003 - July 2007
Mellon/The Boston Company 1993 - 1995
Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement
Education
Bentley University 1987 — 1991
Bachelor's Science, Management
State Street 2013 - Present
State Street 2006 - 2013
Education
Bentley University
State Street
Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Corporate Actions, Fixed Income, Securities, Global Custody, Fund Of Funds, ETFs, Securities Lending, Asset Management, Financial Services, Fund Administration, Financial Analysis, Middle Office, Swaps, Derivatives, Hedge Funds, Settlement
Education
Bentley University 1996 — 2000
Clinique of Plastic Surgery January 2015 - Present
Third Lake Capital, LLC August 2013 - August 2014
Vinik Asset Management, LLP January 2013 - July 2013
Centaur Performance Group April 2009 - September 2012
Smith Breeden Associates April 2008 - January 2009
Argent Funds Group June 2005 - April 2008
State Street 2002 - 2005
State Street 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Derivatives, Financial Analysis, Fund Accounting, Investments, Equities, Mutual Funds, Equity Research, Financial Reporting, Fund Of Funds, Bloomberg Terminal, Securities, Corporate Finance, Capital Markets, Options, Hedging, Valuation, Bonds
Education
Bentley University 1996 — 2000
BS, Finance
College of International Studies 1998 — 1998
Bentley Business Abroad
Kimball Union Academy 1992 — 1996
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
State Street October 2006 - Present
State Street January 2008 - October 2011
State Street March 2004 - September 2006
Mortgage Network February 2003 - October 2003
Wire One Technologies January 2002 - December 2002
Skills
Microsoft Office, Fixed Income, Microsoft Word, Financial Reporting, Investments, Accounting, Bloomberg, Data Analysis, Outlook, Financial Analysis, Microsoft Excel, Business Analysis, Analysis, Mutual Funds, PowerPoint, Account Reconciliation, Banking, Equities, Finance, Fund Accounting
Education
Bentley University 1997 — 2001
Bachelor's degree, Accounting
Lawrence High School 1993 — 1997
Diploma, Liberal Arts and Sciences/Liberal Studies, 12
State Street January 2011 - Present
State Street May 2005 - December 2010
Education
Suffolk University 2011 — 2013
MS, Finance
Suffolk University 2006 — 2008
MBA, Finance
Bentley College 2001 — 2005
BS, Finance - Economics
JP Morgan September 2007 - Present
JP Morgan Chase 2007 - 2010
Natixis Global Associates 2005 - 2007
State Street 1997 - 2005
First Data Corporation 1995 - 1997
Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax
Education
Bentley University 1985 — 1989
Bachelors of Science, Accounting
Harvard University May 2008 - Present
State Street December 2006 - April 2008
Education
Bentley University 2008 — 2012
Master of Business Administration (M.B.A.)
Northeastern University 2002 — 2006
Bachelor’s Degree, Accounting and Finance
FULLBEAUTY Brands March 2015 - Present
Fullbeauty Brands (formerly OSP Group) April 2013 - Present
Redcats USA December 2010 - March 2013
Boston Apparel Group October 2007 - October 2010
Redcats USA July 2006 - October 2007
Redcats USA October 2005 - July 2006
Redcats USA April 2005 - October 2005
State Street July 2003 - April 2005
Skills
Fashion, Merchandising, Catalogs, Management, Analytics, E-commerce, Omniture, Multi-channel Marketing, Email Marketing, Direct Marketing, Apparel, Global Sourcing, Trend Analysis, Web Analytics
Education
Massachusetts College of Art 2003 — 2006
Fashion Design, Continuing Education Program
Bentley University 1999 — 2003
Management, Marketing
State Street February 2010 - December 2012
SunGard January 2004 - October 2008
State Street Bank 1997 - 2003
BankBoston (formerly BayBank) 1989 - 1997
Shawmut Bank 1986 - 1989
Bank of New England 1984 - 1986
Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds
Education
Bentley University
BS, Economics/Finance
State Street July 2009 - April 2012
State Street February 2006 - June 2009
State Street November 2001 - February 2006
FleetBoston June 1995 - October 2001
Skills
Financial Analysis, MS Access, MS Excel Pivot Tables, VBA for Applications, Financial Reporting, Financial Modeling, Microsoft Excel, PowerPoint, Foreign Exchange
Education
Worcester Polytechnic Institute
Client Server Development Program
Northeastern University 1998 — 2000
Masters of Science in Taxation
Bentley College
Certificate in Finance
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science (B.S.), Accounting
State Street August 2013 - Present
State Street September 2014 - October 2015
State Street September 2013 - October 2015
State Street Global Advisors March 2010 - April 2012
State Street May 2008 - March 2010
Jefferies & Company May 2007 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3
Education
Bentley University 2004 — 2008
B.S., Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
State Street May 2015 - Present
State Street Bank February 2009 - May 2015
State Street 2005 - 2009
State Street 2002 - 2005
State Street 1999 - 2002
State Street 1997 - 1999
State Street 1996 - 1997
State Street 1994 - 1995
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Lean Transformation, Lean Thinking, Lean Management, Process Consulting, Fund Accounting, Securities, Analysis, Program Management, Financial Risk, Management, Global Custody, Bloomberg, Financial Services, Fund Administration, Middle Office, Derivatives, Asset Management, Corporate Actions, Hedge Funds, Accounting, Alternative Investments, Back Office, Investment Management, Relationship Management, Capital Markets, Risk Management, Bloomberg Terminal, Fund Of Funds, Valuation, Financial Markets, Finance, Client Services, Operational Risk..., Banking, Auditing, Trading Systems, Credit Risk, Due Diligence
Education
Bentley University 1995 — 1998
MBA, Finance
Le Moyne College 1990 — 1994
BA, French, Math, Business
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
State Street August 2013 - Present
State Street March 2015 - April 2015
State Street May 2013 - August 2013
State Street September 2012 - May 2013
State Street June 2011 - September 2012
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Financial Statements, General Ledger, Microsoft Office, Account Reconciliation, Mutual Funds, Fund Accounting, Emerging Markets
Education
Bentley University 2010 — 2011
Master of Science (M.S.), Taxation
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Hemenway & Barnes September 2008 - Present
State Street Bank June 1982 - August 2004
State Street 1982 - 2004
Skills
Hedge Funds, Securities, Equities, Mutual Funds, Alternative Investments, Wealth Management, Investments, Estate Planning, Fixed Income, Investment Management, Financial Services, Asset Management, Asset Allocation, Bloomberg
Education
Bentley University 1987 — 1991
Master, Finance
Bentley University 1978 — 1982
Bachelor, Accounting
Winn Brook
Financial Industry Regulatory Authority October 2011 - Present
JP Morgan Chase 2011 - October 2011
State Street August 2010 - February 2011
State Street Corporation May 2008 - August 2009
Skills
Bloomberg, Financial Accounting, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Equities, Investments, Analysis
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
University of Nantes 2007 — 2007
Lowell High School 2002 — 2006
Coldwell Banker Residential Brokerage June 2015 - Present
Self-Employed January 2012 - January 2015
Meridian Investments August 2010 - August 2011
State Street Bank August 2008 - July 2010
State Street June 2006 - August 2008
Progress Software June 2005 - June 2006
Tanager Financial Services August 2002 - June 2005
Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management
Education
Bentley University 2002 — 2005
Bachelor's Degree, Accounting
SCS Financial September 2007 - Present
John Hancock Advisers, LLC April 2006 - September 2007
State Street July 2004 - April 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Valuation, Portfolio Management, Finance
Education
Bentley University 2000 — 2004
Finance
New Model Ventures January 2014 - Present
Group Tie September 2012 - April 2014
Startup Weekend May 2012 - September 2012
SproutBox 2010 - 2011
Future Point Systems 2006 - 2010
TVC Systems 1995 - 2005
State Street 1987 - 1994
John Hancock Financial Services January 1982 - December 1986
Skills
Enterprise Software, Investments, Negotiation, Sales, Mergers & Acquisitions, Software Engineering, Analysis, Finance, New Business Development, Security, Restructuring, Start-ups, Strategic Planning
Education
Bentley University
Bachelor of Science (BS), Accounting and Finance
BNY Mellon June 2000 - Present
State Street July 1996 - May 2000
Grant Thornton LLP September 1992 - June 1996
Skills
Asset Allocation, High Net Worth..., Investments, Wealth Management, Asset Managment, Financial Analysis, Fixed Income, Estate Planning, Mutual Funds, Equities, Investment Management, Portfolio Management, Tax Advisory
Education
Bentley University 1998 — 2000
MS, Personal Financial Planning
Bentley University 1988 — 1992
BS, Accounting
Chilton Furniture September 2011 - Present
Gobeil's Furniture Galleries January 2001 - August 2011
State Street January 2000 - May 2002
Skills
Purchasing, Sales Management, Strategic Planning, Customer Relations, Marketing Strategy, Team Building, Customer Service, Budgeting, Excel, Word, Retail, Advertising, Customer Satisfaction, Operations Management
Education
Bentley University 1992 — 1996
BS, Finance
Vesalius University - Brussels, Belgium 1995 — 1995
Finance
Weeden & Co. January 2015 - Present
E2W Limited May 2013 - July 2014
BNY ConvergEx 1999 - 2011
BISYS Fund Services 1999 - 2005
State Street 1996 - 1999
Digitas 1994 - 1996
Skills
Wealth Management, Business Strategy, Strategic Financial..., Leadership, Financial Risk, Due Diligence, Equity Research, VBA, Client Services, Strategic Partnerships, P&L Management, Corporate Actions, Bonds, Negotiation, Credit Derivatives, Creative Strategy, Direct Sales, Contract Negotiation, Enterprise Software, Cloud Computing
Education
Bentley University
Master of Business Administration (MBA), Marketing
The University of Connecticut School of Business
Bachelor's degree, Accounting and Finance
BNY Mellon July 2009 - Present
Mellon Financial 2005 - 2009
State Street June 2001 - September 2003
Skills
Forecasting, Analysis, Access, Budgets, SQL, Sarbanes-Oxley Act, Business Objects, Business Analysis, Project Management, Auditing, Internal Controls, SAS, Strategic Planning, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Mergers & Acquisitions, Finance, Financial Planning, Valuation, Financial Services, Strategy, Accounting, Corporate Finance
Education
Boston College - Carroll School of Management
MBA
Bentley University 2001 — 2004
Bachelor of Science, Economics and Finance
Boston Latin School
State Street May 2000 - Present
Atlantic Data Services Inc. June 1998 - April 2000
Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, Software Quality..., Regression Testing, Business Analysis, Business Requirements, Requirements Gathering, Derivatives, Quality Assurance, Test Management
Education
Bentley College 1991 — 1995
Bachelor of Science, Finance
State Street January 2015 - Present
IAABO Member November 2009 - Present
State Street April 2012 - December 2014
State Street July 2008 - April 2012
State Street April 2003 - June 2008
State Street August 2000 - April 2003
State Street February 1998 - August 2000
State Street May 1996 - February 1998
Bank of America (formally BayBanks, Inc.) May 1995 - May 1996
Skills
Fixed Income, Mutual Funds, Bloomberg, Hedge Funds, Equities, Global Custody, Securities, Financial Services, Relationship Management, Management, Fund Administration, Back Office, Asset Management, Fund Accounting, Alternative Investments, Investments, Corporate Actions, Middle Office, Risk Management, Portfolio Management, Derivatives
Education
Bentley College
Master of Business Administration (MBA), Management
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History & Economics
State Street May 2000 - Present
Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, System Testing, SDLC, Software Quality..., Test Management, Test Cases, QTP, Waterfall, Test Strategy
Education
Bentley University 1991 — 1995
Bachelor of Science, Finance
Kleinfelder November 2014 - Present
Kleinfelder April 2014 - October 2014
Charles River Laboratories March 2014 - April 2014
Commonwealth Financial Network August 2013 - November 2013
State Street April 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Accounting, Finance, Financial Statements, Spreadsheets, Data Entry, Outlook, Microsoft Office, Deltek, Electronic Invoicing
Education
Bentley University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Nowrosjee Wadia College
Bachelor of Science (B.Sc.), Zoology
Independent Contractor October 2014 - Present
State Street June 2012 - October 2014
Mutual Fund Tax Independent Contractor August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.) October 2006 - August 2010
Fidelity Investments February 2006 - October 2006
Investors Bank & Trust May 1997 - February 2006
Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments
Education
Bentley University
Bachelor's degree, Accounting
State Street June 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
Lucas on 9 June 2010 - September 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Statistical Data..., Finance, Investments, Financial Modeling, Data Analysis, Time Management, Access, Analysis, Outlook, Research, Public Speaking
Education
Bentley University 2011 — 2015
Canidate for B.S., Economics-Finance
Lawrence Academy 2008 — 2011