State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Employee
Years
Job
Industry
John Musto John Musto's State Street Experience July 2007 - March 2011
Job Business Analyst
Industry Wine and Spirits
Experience
Francis Ford Coppola Winery September 2014 - Present
Francis Ford Coppola Presents July 2013 - September 2014
State Street July 2007 - March 2011
Skills
Financial Analysis, Corporate Finance, Business Analysis, Data Analysis, Financial Services, Finance, Wine & Spirits Industry, Consulting, Strategic Consulting, Market Analysis, Inventory Management, Financial Accounting, Restaurant Management, Bartending, Cost Management, Accruals
Education
St. John's University 2011 — 2012
MBA, International Business
Bryant University 2003 — 2007
BS, Finance
Francis Ford Coppola Winery September 2014 - Present
Francis Ford Coppola Presents July 2013 - September 2014
State Street July 2007 - March 2011
Skills
Financial Analysis, Corporate Finance, Business Analysis, Data Analysis, Financial Services, Finance, Wine & Spirits Industry, Consulting, Strategic Consulting, Market Analysis, Inventory Management, Financial Accounting, Restaurant Management, Bartending, Cost Management, Accruals
Education
St. John's University 2011 — 2012
MBA, International Business
Bryant University 2003 — 2007
BS, Finance
Brendan Cruise's State Street Experience May 2014 - Present
Job Fund Administrator at State Street, Alternative Investment Solutions
Industry Financial Services
Experience
State Street May 2014 - Present
State Street January 2013 - April 2014
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
State Street May 2014 - Present
State Street January 2013 - April 2014
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Harry Jaquith's State Street Experience November 2013 - Present
Job Collateral Management Specialist
Industry Higher Education
Experience
State Street November 2013 - Present
Open Systems Technologies January 2013 - September 2013
Sentient Jet June 2011 - January 2012
The Playwright July 2011 - October 2011
The Field July 2010 - September 2010
Skills
Salesforce.com, Sales, Customer Service, CRM, Sales Operations
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Communication
State Street November 2013 - Present
Open Systems Technologies January 2013 - September 2013
Sentient Jet June 2011 - January 2012
The Playwright July 2011 - October 2011
The Field July 2010 - September 2010
Skills
Salesforce.com, Sales, Customer Service, CRM, Sales Operations
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Communication
Mallory Harvey's State Street Experience October 2011 - September 2014
Job Account Manager at Dynamo Software
Industry Financial Services
Experience
Dynamo Software September 2014 - Present
State Street October 2011 - September 2014
State Street April 2010 - September 2011
State Street June 2008 - March 2010
Skills
Money Market Funds, Fund Accounting, Mutual Funds, Fixed Income, Bloomberg Terminal, Securities, Microsoft Office, Financial Services, Financial Reporting, Microsoft Word, Microsoft Excel
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Dynamo Software September 2014 - Present
State Street October 2011 - September 2014
State Street April 2010 - September 2011
State Street June 2008 - March 2010
Skills
Money Market Funds, Fund Accounting, Mutual Funds, Fixed Income, Bloomberg Terminal, Securities, Microsoft Office, Financial Services, Financial Reporting, Microsoft Word, Microsoft Excel
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Christopher Caira Christopher Caira's State Street Experience February 2013 - Present
Job Client Operations at State Street Corporation
Industry Financial Services
Experience
State Street February 2013 - Present
The Mergis Group November 2012 - February 2013
Caira Business Forms Inc July 2007 - February 2013
AXA Advisors May 2012 - November 2012
Bryant University September 2008 - May 2012
Skills
Series 7, ETFs, Bloomberg, Securities, Fixed Income, Equities, PowerPoint, PeopleSoft, Life & Health Insurance..., Proficient in Microsoft...
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance and Economics
State Street February 2013 - Present
The Mergis Group November 2012 - February 2013
Caira Business Forms Inc July 2007 - February 2013
AXA Advisors May 2012 - November 2012
Bryant University September 2008 - May 2012
Skills
Series 7, ETFs, Bloomberg, Securities, Fixed Income, Equities, PowerPoint, PeopleSoft, Life & Health Insurance..., Proficient in Microsoft...
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance and Economics
David Peagram David Peagram's State Street Experience June 2011 - August 2011
Job Lead Financial Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank August 2014 - Present
Citizens Bank November 2012 - August 2014
Bryant University Archway Investment Fund September 2011 - May 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Rhode Island Resource Recovery Corporation January 2010 - May 2010
Skills
Valuation, Portfolio Management, Microsoft Excel, Finance, Accounting, Business Development, Budgeting, Forecasting, Analysis, Financial Support, Financial Modeling, Budgets, Investments, Financial Analysis, Market Research, Management, Customer Service
Education
Bryant University 2008 — 2012
B.S. Business Administration, Finance
Citizens Bank August 2014 - Present
Citizens Bank November 2012 - August 2014
Bryant University Archway Investment Fund September 2011 - May 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Rhode Island Resource Recovery Corporation January 2010 - May 2010
Skills
Valuation, Portfolio Management, Microsoft Excel, Finance, Accounting, Business Development, Budgeting, Forecasting, Analysis, Financial Support, Financial Modeling, Budgets, Investments, Financial Analysis, Market Research, Management, Customer Service
Education
Bryant University 2008 — 2012
B.S. Business Administration, Finance
Julie MulCahy Julie MulCahy's State Street Experience April 2012 - Present
Job AIS Risk Management at State Street
Industry Financial Services
Experience
State Street April 2012 - Present
Harvard Management Company April 2010 - April 2012
State Street June 2007 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, VBA, SharePoint Designer
Education
Bryant University 2003 — 2007
Bachelor's degree, Finance, General
State Street April 2012 - Present
Harvard Management Company April 2010 - April 2012
State Street June 2007 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, VBA, SharePoint Designer
Education
Bryant University 2003 — 2007
Bachelor's degree, Finance, General
John Aiello John Aiello's State Street Experience 2003 - 2008
Job North American Procurement Manager at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group July 2012 - Present
Bank of New York Mellon January 2008 - December 2011
State Street 2003 - 2008
State Street January 2002 - January 2003
State Street January 2001 - January 2002
State Street January 2000 - January 2001
State Street January 1994 - January 2000
Skills
Strategic Sourcing, Project Management, Process Analysis, Vendor Management, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Change Management, Finance, Outsourcing, Financial Reporting, Forecasting, Sourcing, Negotiation, Management, Management Consulting, Cross-functional Team..., Leadership, Program Management, Business Planning, Procurement, Analysis, Budgets, Business Strategy
Education
Bryant University 1983 — 1987
MBA, Finance
Bryant University 1979 — 1983
BS in Business Administration, Accounting
The Boston Consulting Group July 2012 - Present
Bank of New York Mellon January 2008 - December 2011
State Street 2003 - 2008
State Street January 2002 - January 2003
State Street January 2001 - January 2002
State Street January 2000 - January 2001
State Street January 1994 - January 2000
Skills
Strategic Sourcing, Project Management, Process Analysis, Vendor Management, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Change Management, Finance, Outsourcing, Financial Reporting, Forecasting, Sourcing, Negotiation, Management, Management Consulting, Cross-functional Team..., Leadership, Program Management, Business Planning, Procurement, Analysis, Budgets, Business Strategy
Education
Bryant University 1983 — 1987
MBA, Finance
Bryant University 1979 — 1983
BS in Business Administration, Accounting
Alex Haigis Alex Haigis's State Street Experience February 2012 - August 2012
Job Co Founder at Custom Cradles Lacrosse
Industry Financial Services
Experience
Custom Cradles Lacrosse May 2014 - Present
State Street February 2012 - August 2012
Skills
Project Management, PowerPoint, Microsoft Excel, Marketing Communications, Social Media, Collaboration, Innovation, Analysis, Cloud Applications, Social Media Marketing, Time Management, Microsoft Office, Strategy, Social Networking, Microsoft Word, Salesforce.com
Education
Bryant University
Bachelor of Business Administration (BBA), Finance Major /Communications Minor
Marblehead High School
Custom Cradles Lacrosse May 2014 - Present
State Street February 2012 - August 2012
Skills
Project Management, PowerPoint, Microsoft Excel, Marketing Communications, Social Media, Collaboration, Innovation, Analysis, Cloud Applications, Social Media Marketing, Time Management, Microsoft Office, Strategy, Social Networking, Microsoft Word, Salesforce.com
Education
Bryant University
Bachelor of Business Administration (BBA), Finance Major /Communications Minor
Marblehead High School
Jake (John) Durkin's State Street Experience June 2014 - Present
Job Business Owner at Jake Durkin Music
Industry International Trade and Development
Experience
Jake Durkin Music January 2015 - Present
State Street June 2014 - Present
George Patton and Associates June 2013 - September 2013
Skills
Marketing, Social Media, Strategic Planning, Entrepreneurship, New Business Development, Marketing Strategy, Small Business, Start-ups, Business Strategy, Management Consulting, Business Planning, Business Development, Negotiation, Social Media Marketing, Online Marketing, Sales Management, International Business, Strategy, Online Advertising, Management, Music, Music Production, Music Industry, Music Videos, Songwriting, Singer-songwriter, Acoustic Guitar, Guitar, Piano Playing, Web Design
Education
Bryant University 2012 — 2013
Boston College High School 2008 — 2012
Jake Durkin Music January 2015 - Present
State Street June 2014 - Present
George Patton and Associates June 2013 - September 2013
Skills
Marketing, Social Media, Strategic Planning, Entrepreneurship, New Business Development, Marketing Strategy, Small Business, Start-ups, Business Strategy, Management Consulting, Business Planning, Business Development, Negotiation, Social Media Marketing, Online Marketing, Sales Management, International Business, Strategy, Online Advertising, Management, Music, Music Production, Music Industry, Music Videos, Songwriting, Singer-songwriter, Acoustic Guitar, Guitar, Piano Playing, Web Design
Education
Bryant University 2012 — 2013
Boston College High School 2008 — 2012
Connor J. Koellner Connor J. Koellner's State Street Experience November 2014 - Present
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Boston Partners Financial Group, LLC August 2013 - September 2014
Education
Bryant University 2009 — 2013
Bachelor's Degree, Accounting and Business/Management
State Street November 2014 - Present
Boston Partners Financial Group, LLC August 2013 - September 2014
Education
Bryant University 2009 — 2013
Bachelor's Degree, Accounting and Business/Management
James Toppa's State Street Experience May 2008 - November 2014
Job Operations Team Lead At Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management July 2015 - Present
JPMorgan Chase & Co. November 2014 - July 2015
State Street May 2008 - November 2014
Skills
Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Financial Analysis, Financial Services, Hedge Funds, Corporate Actions, Accounting, Microsoft Excel, PowerPoint, Outlook, Finance, Account Reconciliation, Investments, Settlement, Bonds, Bloomberg Terminal, Fund Of Funds, Equity Derivatives, Securities Lending, Financial Reporting
Education
Bryant University 2004 — 2008
BS in Business Administration, Finance
Acadian Asset Management July 2015 - Present
JPMorgan Chase & Co. November 2014 - July 2015
State Street May 2008 - November 2014
Skills
Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Financial Analysis, Financial Services, Hedge Funds, Corporate Actions, Accounting, Microsoft Excel, PowerPoint, Outlook, Finance, Account Reconciliation, Investments, Settlement, Bonds, Bloomberg Terminal, Fund Of Funds, Equity Derivatives, Securities Lending, Financial Reporting
Education
Bryant University 2004 — 2008
BS in Business Administration, Finance
Denise Hanlon, CPA Denise Hanlon, CPA's State Street Experience 1992 - 1994
Job Partner, Jacobs & Hanlon, LLP
Industry Accounting
Experience
Jacobs & Hanlon, LLP 2007 - Present
Donellon, Orcutt, Patch & Stallard PC 2006 - 2007
Aviva plc 1997 - 2002
TJX May 1996 - July 1997
Apparel Retail Corporation 1994 - 1996
State Street 1992 - 1994
Skills
CPA, Tax Preparation, Corporate Tax, Tax, Bookkeeping, Accounting, Financial Reporting, Financial Accounting, Tax Accounting, Quickbooks Proadvisor, Personal Income Tax..., Personal Tax Planning, QuickBooks, Financial Statements, Accounts Payable, Payroll, Finance, Auditing
Education
University of Massachusetts Boston 1997 — 1999
Bachelor of Science (BS), Accounting
Bryant University 1987 — 1991
Bachelor of Science (BS), Marketing
Jacobs & Hanlon, LLP 2007 - Present
Donellon, Orcutt, Patch & Stallard PC 2006 - 2007
Aviva plc 1997 - 2002
TJX May 1996 - July 1997
Apparel Retail Corporation 1994 - 1996
State Street 1992 - 1994
Skills
CPA, Tax Preparation, Corporate Tax, Tax, Bookkeeping, Accounting, Financial Reporting, Financial Accounting, Tax Accounting, Quickbooks Proadvisor, Personal Income Tax..., Personal Tax Planning, QuickBooks, Financial Statements, Accounts Payable, Payroll, Finance, Auditing
Education
University of Massachusetts Boston 1997 — 1999
Bachelor of Science (BS), Accounting
Bryant University 1987 — 1991
Bachelor of Science (BS), Marketing
Kevin Almeida Kevin Almeida's State Street Experience June 2012 - Present
Job IFS NAV Specialist at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
Bed Bath & Beyond May 2008 - May 2013
Northwestern Mutual August 2011 - September 2011
Skills
Excel, Customer Service, Microsoft Office, Financial Modeling, Financial Analysis
Education
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance
State Street June 2012 - Present
Bed Bath & Beyond May 2008 - May 2013
Northwestern Mutual August 2011 - September 2011
Skills
Excel, Customer Service, Microsoft Office, Financial Modeling, Financial Analysis
Education
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
Bryant University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Fanta Kaba Fanta Kaba's State Street Experience March 2012 - Present
Job Tax Senior Associate/ Supervisor at State Street
Industry Accounting
Experience
State Street March 2012 - Present
Regulated Investment Companies (RICs) Group November 2009 - March 2012
PricewaterhouseCoopers, LLP August 2008 - March 2012
CPA Associates July 2007 - July 2008
City of Pawtucket, RI May 2006 - August 2006
City of Pawtucket May 2005 - August 2005
Skills
Tax, Accounting
Education
Bryant University 2008 — 2011
Master, Professional Accountancy
Bryant University 2005 — 2008
BS, Accounting
State Street March 2012 - Present
Regulated Investment Companies (RICs) Group November 2009 - March 2012
PricewaterhouseCoopers, LLP August 2008 - March 2012
CPA Associates July 2007 - July 2008
City of Pawtucket, RI May 2006 - August 2006
City of Pawtucket May 2005 - August 2005
Skills
Tax, Accounting
Education
Bryant University 2008 — 2011
Master, Professional Accountancy
Bryant University 2005 — 2008
BS, Accounting
Alison Melley Alison Melley's State Street Experience November 2014 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
State Street June 2014 - November 2014
MassChallenge May 2014 - June 2014
Fidelity Investments October 2013 - December 2013
Bryant University January 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Drawing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Time Management, Social Networking, Access, Facebook, Marketing, Leadership, Sales, Blogging, Outlook, Finance, Event Planning, Home Improvement, Babysitting, Comedy
Education
Bryant University 2009 — 2013
Bachelor's degree, Finance, General
Barnstable High School 2005 — 2009
State Street November 2014 - Present
State Street June 2014 - November 2014
MassChallenge May 2014 - June 2014
Fidelity Investments October 2013 - December 2013
Bryant University January 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Drawing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Time Management, Social Networking, Access, Facebook, Marketing, Leadership, Sales, Blogging, Outlook, Finance, Event Planning, Home Improvement, Babysitting, Comedy
Education
Bryant University 2009 — 2013
Bachelor's degree, Finance, General
Barnstable High School 2005 — 2009
Kevin Gardiner's State Street Experience February 2011 - October 2011
Job Advisory Services for KPMG
Industry Accounting
Experience
KPMG April 2014 - Present
American Tower October 2011 - April 2014
State Street February 2011 - October 2011
Sprint June 2010 - February 2011
Skills
Operations Audit, Financial Audits, SOX Compliancy, Internal Controls, IIA Standards, Straight-line Accounting, REIT, GAAP, TeamMate, Microsoft Excel, Finance, PeopleSoft, Managerial Finance, Hyperion Enterprise, General Ledger, Forecasting, Budgets, Process Improvement, Financial Reporting, Accounting, Financial Analysis, QuickBooks, Access, Analysis, Project Planning, Financial Accounting, SEC filings, Cross-functional Team..., Account Reconciliation, Financial Statements, US GAAP, Sarbanes-Oxley Act, Auditing, Strategic Financial..., Revenue Recognition, Financial Modeling, Strategy, Essbase, Risk Management, Sarbanes-Oxley, Accounts Payable, Tax, Financial Forecasting, SAP, Financial Risk, Internal Audit
Education
Bryant University 2006 — 2010
Bachelor’s Degree, Business Administration; Management
KPMG April 2014 - Present
American Tower October 2011 - April 2014
State Street February 2011 - October 2011
Sprint June 2010 - February 2011
Skills
Operations Audit, Financial Audits, SOX Compliancy, Internal Controls, IIA Standards, Straight-line Accounting, REIT, GAAP, TeamMate, Microsoft Excel, Finance, PeopleSoft, Managerial Finance, Hyperion Enterprise, General Ledger, Forecasting, Budgets, Process Improvement, Financial Reporting, Accounting, Financial Analysis, QuickBooks, Access, Analysis, Project Planning, Financial Accounting, SEC filings, Cross-functional Team..., Account Reconciliation, Financial Statements, US GAAP, Sarbanes-Oxley Act, Auditing, Strategic Financial..., Revenue Recognition, Financial Modeling, Strategy, Essbase, Risk Management, Sarbanes-Oxley, Accounts Payable, Tax, Financial Forecasting, SAP, Financial Risk, Internal Audit
Education
Bryant University 2006 — 2010
Bachelor’s Degree, Business Administration; Management
Brian Cadigan's State Street Experience June 2015 - Present
Job ETF Intern State Street
Industry Marketing and Advertising
Experience
State Street June 2015 - Present
Bryant University May 2013 - Present
Walgreens May 2008 - Present
South Shore Chamber of Commerce May 2012 - August 2014
Bryant University September 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Communication, Management, Sales, Sales Management, Leadership, Marketing, Access
Education
Bryant University 2012 — 2016
Bryant University, Business Administration
Marshfield High School 2008 — 2012
State Street June 2015 - Present
Bryant University May 2013 - Present
Walgreens May 2008 - Present
South Shore Chamber of Commerce May 2012 - August 2014
Bryant University September 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Communication, Management, Sales, Sales Management, Leadership, Marketing, Access
Education
Bryant University 2012 — 2016
Bryant University, Business Administration
Marshfield High School 2008 — 2012
Kara Watson Kara Watson's State Street Experience June 2015 - Present
Job Associate II at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Bryant University September 2014 - May 2015
Middlesex Community College January 2012 - January 2015
Bryant University March 2012 - May 2014
Skills
Financial Analysis, Higher Education, Teamwork, Leadership, Time Management, Financial Modeling, Team Leadership, PowerPoint, Public Speaking, Customer Service, Research, Social Networking, Event Planning, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Bryant University 2011 — 2015
Bachelor of Science (BS), Finance, Psychology
Presentation of Mary Academy 2007 — 2011
High School Diploma
State Street June 2015 - Present
Bryant University September 2014 - May 2015
Middlesex Community College January 2012 - January 2015
Bryant University March 2012 - May 2014
Skills
Financial Analysis, Higher Education, Teamwork, Leadership, Time Management, Financial Modeling, Team Leadership, PowerPoint, Public Speaking, Customer Service, Research, Social Networking, Event Planning, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Bryant University 2011 — 2015
Bachelor of Science (BS), Finance, Psychology
Presentation of Mary Academy 2007 — 2011
High School Diploma
David Leather David Leather's State Street Experience November 2014 - Present
Job Investment Mgmt. Operations
Industry Financial Services
Experience
State Street November 2014 - Present
Small Business Insurance Agency June 2014 - September 2014
Timothy J. Harrington CPA May 2013 - August 2013
Atlas Distributing, Inc. June 2011 - August 2012
Skills
Microsoft Excel, Morningstar, Analytics, Bloomberg, Web Analytics, Reasoning Skills, Team Leadership, Negotiation, Life & Health Insurance...
Education
Bryant University 2011 — 2014
Bachelor's Degree, Business Administration
Wachusett Regional High School 2007 — 2010
High School
State Street November 2014 - Present
Small Business Insurance Agency June 2014 - September 2014
Timothy J. Harrington CPA May 2013 - August 2013
Atlas Distributing, Inc. June 2011 - August 2012
Skills
Microsoft Excel, Morningstar, Analytics, Bloomberg, Web Analytics, Reasoning Skills, Team Leadership, Negotiation, Life & Health Insurance...
Education
Bryant University 2011 — 2014
Bachelor's Degree, Business Administration
Wachusett Regional High School 2007 — 2010
High School
Dan Joughin Dan Joughin's State Street Experience January 2014 - Present
Job Vice President, Corporate Audit at State Street
Industry Information Technology and Services
Experience
State Street January 2014 - Present
Ernst & Young August 2010 - January 2014
PricewaterhouseCoopers June 2005 - August 2010
Staples May 2004 - August 2004
Shaw's Supermarkets 2001 - 2004
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Sarbanes-Oxley, Enterprise Risk..., Assurance, Financial Reporting, Internal Audit, Risk Assessment, Access, Risk Management, Data Analysis, Process Improvement, Big 4, External Audit, SAS70, COBIT, Information Security..., SEC filings, Governance
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Accounting Information Systems, Legal Studies
State Street January 2014 - Present
Ernst & Young August 2010 - January 2014
PricewaterhouseCoopers June 2005 - August 2010
Staples May 2004 - August 2004
Shaw's Supermarkets 2001 - 2004
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Sarbanes-Oxley, Enterprise Risk..., Assurance, Financial Reporting, Internal Audit, Risk Assessment, Access, Risk Management, Data Analysis, Process Improvement, Big 4, External Audit, SAS70, COBIT, Information Security..., SEC filings, Governance
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Accounting Information Systems, Legal Studies
Jonathan Uldrikis Jonathan Uldrikis's State Street Experience July 1996 - August 1997
Job Onsite Education Team Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. February 2011 - April 2014
ING U.S. July 2008 - January 2011
CitiStreet June 2007 - June 2008
CitiStreet April 2001 - May 2007
State Street Global Advisors September 1997 - March 2001
State Street July 1996 - August 1997
Skills
Mutual Funds, Series 6, Investments, Series 63, 401k, Retirement, Series 65, Series 26, Asset Allocation, Employee Benefits, FINRA, Retirement Planning, Financial Services
Education
Bryant University 1992 — 1996
Bachelor of Science, Finance
Voya Financial April 2014 - Present
ING U.S. February 2011 - April 2014
ING U.S. July 2008 - January 2011
CitiStreet June 2007 - June 2008
CitiStreet April 2001 - May 2007
State Street Global Advisors September 1997 - March 2001
State Street July 1996 - August 1997
Skills
Mutual Funds, Series 6, Investments, Series 63, 401k, Retirement, Series 65, Series 26, Asset Allocation, Employee Benefits, FINRA, Retirement Planning, Financial Services
Education
Bryant University 1992 — 1996
Bachelor of Science, Finance
Benjamin Bedard Benjamin Bedard's State Street Experience November 2012 - March 2014
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
State Street November 2012 - March 2014
State Street Bank and Trust August 2007 - November 2012
NRG Systems, Inc July 2004 - August 2007
The Junction Café September 2004 - May 2007
Skills
Microsoft Office, Operational Efficiency, IBM Content Manager, Bloomberg Terminal, Energy Efficiency, Behavioral Interviewing, Anti Money Laundering, Fixed Income, Financial Analysis, Equities, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
University of Oslo 2006 — 2006
Intensive Elementary Norwegian, Norwegian History
Brown Brothers Harriman March 2014 - Present
State Street November 2012 - March 2014
State Street Bank and Trust August 2007 - November 2012
NRG Systems, Inc July 2004 - August 2007
The Junction Café September 2004 - May 2007
Skills
Microsoft Office, Operational Efficiency, IBM Content Manager, Bloomberg Terminal, Energy Efficiency, Behavioral Interviewing, Anti Money Laundering, Fixed Income, Financial Analysis, Equities, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
University of Oslo 2006 — 2006
Intensive Elementary Norwegian, Norwegian History
Emdadur Rahman's State Street Experience August 2011 - March 2012
Job Associate Cash Analyst at Liberty Mutual Insurance
Industry Internet
Experience
Liberty Mutual Insurance March 2012 - Present
State Street August 2011 - March 2012
Granite Telecommunications October 2010 - August 2011
Gather January 2010 - December 2010
The Hanover Insurance Group June 2009 - December 2009
Business Solutions International, Inc. May 2008 - July 2008
CityVoter June 2005 - September 2007
Skills
Microsoft Office, Deadline Driven, Photoshop, Excel, Analysis, Teamwork, Securities, BlackRock Aladdin, Bloomberg Terminal, Microsoft Excel, PowerPoint, Risk Management, Management, Accounting, Access
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Cambridge Rindge & Latin 2002 — 2006
Liberty Mutual Insurance March 2012 - Present
State Street August 2011 - March 2012
Granite Telecommunications October 2010 - August 2011
Gather January 2010 - December 2010
The Hanover Insurance Group June 2009 - December 2009
Business Solutions International, Inc. May 2008 - July 2008
CityVoter June 2005 - September 2007
Skills
Microsoft Office, Deadline Driven, Photoshop, Excel, Analysis, Teamwork, Securities, BlackRock Aladdin, Bloomberg Terminal, Microsoft Excel, PowerPoint, Risk Management, Management, Accounting, Access
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Cambridge Rindge & Latin 2002 — 2006
Holly Mackey's State Street Experience June 2010 - November 2011
Job Account Executive at Salesforce
Industry Information Technology and Services
Experience
Salesforce June 2015 - Present
Oracle June 2014 - June 2015
Oracle June 2013 - May 2014
Oracle January 2013 - June 2013
Oracle November 2011 - January 2013
State Street June 2010 - November 2011
State Street Bank June 2009 - September 2009
Skills
Enterprise Software, Business Intelligence, Business Development, Business Analysis, Solution Selling, SaaS, Professional Services, CRM, Financial Modeling, Sales Process, Financial Analysis, Sales, Analytics, Bloomberg, Fixed Income, Lead Generation, Sales Operations, Account Management, Management
Education
Bryant University
Business, Finance
Griffith University
Salesforce June 2015 - Present
Oracle June 2014 - June 2015
Oracle June 2013 - May 2014
Oracle January 2013 - June 2013
Oracle November 2011 - January 2013
State Street June 2010 - November 2011
State Street Bank June 2009 - September 2009
Skills
Enterprise Software, Business Intelligence, Business Development, Business Analysis, Solution Selling, SaaS, Professional Services, CRM, Financial Modeling, Sales Process, Financial Analysis, Sales, Analytics, Bloomberg, Fixed Income, Lead Generation, Sales Operations, Account Management, Management
Education
Bryant University
Business, Finance
Griffith University
Cory Cedrone Cory Cedrone's State Street Experience January 2008 - January 2012
Job Consultant at Communispace Corporation
Industry Market Research
Experience
C Space December 2012 - Present
C Space December 2012 - Present
State Street January 2008 - January 2012
Tournament Players Club of Boston May 2004 - November 2007
Vanguard January 2003 - May 2003
Skills
Microsoft Excel, Data Analysis, Finance, Outlook, Market Research, Customer Service, Access, PowerPoint, Time Management, Interviews, Newsletters, Project Management, Management, Recruiting, Marketing, Account Reconciliation, Excel, Microsoft Office, Customer Relations, Reconciliations, Training New Employees, Morale, Transfer Agency, Creative Problem Solving, Work From Home, Priority Management, Money Transfer, Interviewing, Employee Selection, Quality Assurance, Customer-focused Service, Client Relations, Organization Skills
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Business Management; Marketing
Bryant University
C Space December 2012 - Present
C Space December 2012 - Present
State Street January 2008 - January 2012
Tournament Players Club of Boston May 2004 - November 2007
Vanguard January 2003 - May 2003
Skills
Microsoft Excel, Data Analysis, Finance, Outlook, Market Research, Customer Service, Access, PowerPoint, Time Management, Interviews, Newsletters, Project Management, Management, Recruiting, Marketing, Account Reconciliation, Excel, Microsoft Office, Customer Relations, Reconciliations, Training New Employees, Morale, Transfer Agency, Creative Problem Solving, Work From Home, Priority Management, Money Transfer, Interviewing, Employee Selection, Quality Assurance, Customer-focused Service, Client Relations, Organization Skills
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Business Management; Marketing
Bryant University
Kasey Popp Kasey Popp's State Street Experience July 2007 - August 2013
Job Executive Assistant at Matrix Capital Management LLC
Industry Investment Management
Experience
Matrix Capital Management LLC April 2014 - Present
Commonwealth of Massachusetts April 2014 - Present
AdvizeX Technologies September 2013 - April 2014
State Street July 2007 - August 2013
Beacon Hill Athletic Clubs May 2008 - May 2013
Skills
Fixed Income, Bloomberg, Financial Analysis, Management, Microsoft Excel, Sales, Accounting, Trading, Finance, Equities, Customer Service, Securities, Leadership, Financial Modeling, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance, Sociology
Ithaca College
Matrix Capital Management LLC April 2014 - Present
Commonwealth of Massachusetts April 2014 - Present
AdvizeX Technologies September 2013 - April 2014
State Street July 2007 - August 2013
Beacon Hill Athletic Clubs May 2008 - May 2013
Skills
Fixed Income, Bloomberg, Financial Analysis, Management, Microsoft Excel, Sales, Accounting, Trading, Finance, Equities, Customer Service, Securities, Leadership, Financial Modeling, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance, Sociology
Ithaca College
Brendan Rowe Brendan Rowe's State Street Experience June 2014 - Present
Job Pricing Specialist at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
Holographix LLC June 2009 - August 2012
Skills
Teamwork, PowerPoint, Data Analysis, Statistics, Thin Films, Time Management, Microsoft Word, Quality Assurance, Optics, Access, Microsoft Office, Analysis, Accounting, Customer Service, Financial Analysis, Leadership, Microsoft Excel, Outlook, Product Development, Public Speaking, Team Leadership
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance, Computer Information Systems
Medway High School
Diploma
State Street June 2014 - Present
Holographix LLC June 2009 - August 2012
Skills
Teamwork, PowerPoint, Data Analysis, Statistics, Thin Films, Time Management, Microsoft Word, Quality Assurance, Optics, Access, Microsoft Office, Analysis, Accounting, Customer Service, Financial Analysis, Leadership, Microsoft Excel, Outlook, Product Development, Public Speaking, Team Leadership
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance, Computer Information Systems
Medway High School
Diploma
Daniel Rosenplanter Daniel Rosenplanter's State Street Experience December 2011 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street December 2011 - Present
Brown Brothers Harriman April 2011 - December 2011
State Street August 2007 - April 2011
UnitedHealthcare November 2006 - August 2007
Fiserv June 2006 - August 2006
Hudson United Bank June 2003 - January 2006
Skills
Fund Accounting, Custody, ETFs, Process Improvement, Bloomberg, Fixed Income, Securities, Bloomberg Terminal, Corporate Actions, Settlement, Bonds, Finance, Financial Services, Mutual Funds, Fund Administration, Equities, Client Services
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Project Management
Bryant University 2002 — 2006
Bachelors of Science, Finance
Lyman Hall High School 1998 — 2002
State Street December 2011 - Present
Brown Brothers Harriman April 2011 - December 2011
State Street August 2007 - April 2011
UnitedHealthcare November 2006 - August 2007
Fiserv June 2006 - August 2006
Hudson United Bank June 2003 - January 2006
Skills
Fund Accounting, Custody, ETFs, Process Improvement, Bloomberg, Fixed Income, Securities, Bloomberg Terminal, Corporate Actions, Settlement, Bonds, Finance, Financial Services, Mutual Funds, Fund Administration, Equities, Client Services
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Project Management
Bryant University 2002 — 2006
Bachelors of Science, Finance
Lyman Hall High School 1998 — 2002
Melissa Scianna Heimerle Melissa Scianna Heimerle's State Street Experience August 2009 - Present
Job AVP, Senior Social Business Analyst at State Street
Industry Financial Services
Experience
State Street August 2009 - Present
Ryan iDirect January 2007 - June 2008
Skills
Email Marketing, Social Media, Digital Marketing, Management, Direct Marketing, Social Media Marketing, Marketing Strategy, Marketing, Marketing Communications, Strategy, Account Management, Integrated Marketing, Online Advertising, Budgets, Advertising
Education
Bryant University 2002 — 2006
Bachelors, Marketing
State Street August 2009 - Present
Ryan iDirect January 2007 - June 2008
Skills
Email Marketing, Social Media, Digital Marketing, Management, Direct Marketing, Social Media Marketing, Marketing Strategy, Marketing, Marketing Communications, Strategy, Account Management, Integrated Marketing, Online Advertising, Budgets, Advertising
Education
Bryant University 2002 — 2006
Bachelors, Marketing
Lauren Childers Lauren Childers's State Street Experience August 2008 - March 2012
Job Client Segment Coordinator at Enterprise Strategy Group
Industry Financial Services
Experience
Enterprise Strategy Group April 2012 - Present
State Street August 2008 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Data Analysis
Education
Bryant University 2004 — 2008
Bachelor of Arts, Communication
Enterprise Strategy Group April 2012 - Present
State Street August 2008 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Data Analysis
Education
Bryant University 2004 — 2008
Bachelor of Arts, Communication
Jonathan Machado Jonathan Machado's State Street Experience June 2011 - February 2012
Job Commercial Lender at Enterprise Bank (Enterprise Bancorp)
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp) April 2014 - Present
Burtons Grill May 2007 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) February 2012 - May 2013
State Street June 2011 - February 2012
The Capital Good Fund January 2011 - May 2011
Natco Home Products January 2011 - April 2011
Byrne Financial Freedom May 2010 - August 2010
Skills
Portfolio Management, Leadership Development, Competitive Analysis, Customer Service, Analysis, Credit, Retail Banking, Event Planning, Social Media Marketing, Mutual Funds, Time Management, Financial Modeling, Consulting, Social Networking, Commercial Banking, Commercial Lending, Credit Analysis, Loans
Education
Bryant University 2007 — 2011
Bachelors, International Business Finance
University of Pablo de Olavide 2009 — 2009
Central Catholic High school
Enterprise Bank (Enterprise Bancorp) April 2014 - Present
Burtons Grill May 2007 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) February 2012 - May 2013
State Street June 2011 - February 2012
The Capital Good Fund January 2011 - May 2011
Natco Home Products January 2011 - April 2011
Byrne Financial Freedom May 2010 - August 2010
Skills
Portfolio Management, Leadership Development, Competitive Analysis, Customer Service, Analysis, Credit, Retail Banking, Event Planning, Social Media Marketing, Mutual Funds, Time Management, Financial Modeling, Consulting, Social Networking, Commercial Banking, Commercial Lending, Credit Analysis, Loans
Education
Bryant University 2007 — 2011
Bachelors, International Business Finance
University of Pablo de Olavide 2009 — 2009
Central Catholic High school
Ed Saccoccio Ed Saccoccio's State Street Experience September 2004 - Present
Job Business Analyst Officer at State Street
Industry Financial Services
Experience
State Street September 2004 - Present
State Street October 1999 - September 2004
State Street November 1998 - October 1999
State Street September 1997 - November 1998
State Street May 1995 - September 1997
Skills
Auditing, Management, Accounting, Access, Team Building, SharePoint, Microsoft Excel, Data Analysis, Process Improvement
Education
Clark University 1998 — 1999
Certificate, Client Server Development
Bryant University 1983 — 1986
Bachelor of Science Business Administration, Accounting
University of Hartford 1982 — 1983
Music Education; Music Management
Cranston High School West 1980 — 1982
High School Diploma
State Street September 2004 - Present
State Street October 1999 - September 2004
State Street November 1998 - October 1999
State Street September 1997 - November 1998
State Street May 1995 - September 1997
Skills
Auditing, Management, Accounting, Access, Team Building, SharePoint, Microsoft Excel, Data Analysis, Process Improvement
Education
Clark University 1998 — 1999
Certificate, Client Server Development
Bryant University 1983 — 1986
Bachelor of Science Business Administration, Accounting
University of Hartford 1982 — 1983
Music Education; Music Management
Cranston High School West 1980 — 1982
High School Diploma
Jack H Singleton Jack H Singleton's State Street Experience 2006 - 2008
Job Domain Partner at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
JENNA KEENAN JENNA KEENAN's State Street Experience June 2015 - Present
Job Associate II at State Street Corporation
Industry Financial Services
Experience
State Street June 2015 - Present
BJ's Wholesale Club June 2014 - August 2014
Unette Corporation June 2013 - January 2014
EuroAdventures September 2013 - December 2013
Lake Hopatcong News December 2012 - August 2013
Camp Six November 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Advertising, Sales, Invoicing, Critical Thinking, Fundraising, Facebook, Accounts Payable, Time Management, Teamwork, Social Networking, Prezi, Leadership, Data Entry, PowerPoint
Education
Bryant University 2011 — 2015
Bachelor of Science (B.S.), International Business/Finance
Scuola Lorenzo de' Medici 2013 — 2013
Study Abroad
State Street June 2015 - Present
BJ's Wholesale Club June 2014 - August 2014
Unette Corporation June 2013 - January 2014
EuroAdventures September 2013 - December 2013
Lake Hopatcong News December 2012 - August 2013
Camp Six November 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Advertising, Sales, Invoicing, Critical Thinking, Fundraising, Facebook, Accounts Payable, Time Management, Teamwork, Social Networking, Prezi, Leadership, Data Entry, PowerPoint
Education
Bryant University 2011 — 2015
Bachelor of Science (B.S.), International Business/Finance
Scuola Lorenzo de' Medici 2013 — 2013
Study Abroad
David Knowlton David Knowlton's State Street Experience April 2014 - Present
Job ETF services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
State Street April 2014 - Present
State Street September 2011 - April 2013
State Street June 2010 - September 2011
Milford Federal Savings and Loan May 2009 - November 2009
State Street June 2007 - August 2007
Skills
ETFs, Fixed Income, Interest Factor..., Equities, Derivatives, Superior Client Service, Microsoft Office, Microsoft Excel, Bloomberg, Cloud Applications, NAV validation, Fund Accounting, Data Analysis, Team Leadership, Lean Thinking, Microsoft Word, Customer Service, PowerPoint, Financial Services
Education
Bryant University 2006 — 2011
Business Administration, Finance
Hopedale Jr/Sr High School 2002 — 2006
Bryant University
BNY Mellon August 2015 - Present
State Street April 2014 - Present
State Street September 2011 - April 2013
State Street June 2010 - September 2011
Milford Federal Savings and Loan May 2009 - November 2009
State Street June 2007 - August 2007
Skills
ETFs, Fixed Income, Interest Factor..., Equities, Derivatives, Superior Client Service, Microsoft Office, Microsoft Excel, Bloomberg, Cloud Applications, NAV validation, Fund Accounting, Data Analysis, Team Leadership, Lean Thinking, Microsoft Word, Customer Service, PowerPoint, Financial Services
Education
Bryant University 2006 — 2011
Business Administration, Finance
Hopedale Jr/Sr High School 2002 — 2006
Bryant University
Adam Spinney Adam Spinney's State Street Experience October 2014 - Present
Job Fund Accounting at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
Randstad August 2014 - October 2014
Madison Components LLC May 2011 - August 2012
Madison Components LLC June 2010 - August 2010
Southern New Hampshire University June 2009 - August 2009
Skills
Teamwork, Microsoft Office, Social Media, Finance, Windows, Leadership, Team Management, Data Analysis
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
State Street October 2014 - Present
Randstad August 2014 - October 2014
Madison Components LLC May 2011 - August 2012
Madison Components LLC June 2010 - August 2010
Southern New Hampshire University June 2009 - August 2009
Skills
Teamwork, Microsoft Office, Social Media, Finance, Windows, Leadership, Team Management, Data Analysis
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jacob Therien Jacob Therien's State Street Experience June 2014 - Present
Job Financial Analyst
Industry Investment Management
Experience
State Street June 2014 - Present
Bryant University September 2013 - May 2014
Archway Investment Fund September 2013 - May 2014
Dave's Marketplace May 2011 - August 2013
Cape Air May 2012 - September 2012
Skills
Teamwork, Economics, Finance, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Word, Customer Service, Equity Research, Microsoft Office, PowerPoint, Monetary Policy, Visual Basic
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Rhode Island 2010 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.7
State Street June 2014 - Present
Bryant University September 2013 - May 2014
Archway Investment Fund September 2013 - May 2014
Dave's Marketplace May 2011 - August 2013
Cape Air May 2012 - September 2012
Skills
Teamwork, Economics, Finance, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Word, Customer Service, Equity Research, Microsoft Office, PowerPoint, Monetary Policy, Visual Basic
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Rhode Island 2010 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.7
Jessica Harrop's State Street Experience August 2006 - August 2007
Job Equity Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
David Montalbano David Montalbano's State Street Experience October 2014 - December 2014
Job Payroll Analyst at Medidata Solutions
Industry Accounting
Experience
Medidata Solutions January 2015 - Present
State Street October 2014 - December 2014
Granite Telecommunications July 2013 - October 2014
Irish Liquidations May 2012 - July 2012
Office of the Auditor General September 2011 - December 2011
Del’s Lemonade May 2011 - October 2011
Chris Gasbarro’s Fine Wine & Spirits May 2010 - December 2010
Montalbano Title Services May 2009 - August 2009
Rhode Island State House May 2008 - August 2009
Skills
ADP Payroll, eTime, Training, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Marketing, Microsoft Exchange, PowerPoint, Budgets, Human Resources, Teamwork, Employee Benefits, Time Management
Education
Bryant University 2009 — 2013
•Bachelor of Science in Business Administration, Accounting
St. Raphael Academy 2005 — 2009
Medidata Solutions January 2015 - Present
State Street October 2014 - December 2014
Granite Telecommunications July 2013 - October 2014
Irish Liquidations May 2012 - July 2012
Office of the Auditor General September 2011 - December 2011
Del’s Lemonade May 2011 - October 2011
Chris Gasbarro’s Fine Wine & Spirits May 2010 - December 2010
Montalbano Title Services May 2009 - August 2009
Rhode Island State House May 2008 - August 2009
Skills
ADP Payroll, eTime, Training, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Marketing, Microsoft Exchange, PowerPoint, Budgets, Human Resources, Teamwork, Employee Benefits, Time Management
Education
Bryant University 2009 — 2013
•Bachelor of Science in Business Administration, Accounting
St. Raphael Academy 2005 — 2009
Anthony Caliri Jr, MSF Anthony Caliri Jr, MSF's State Street Experience April 2011 - March 2013
Job Portfolio Risk Analyst at Rockland Trust
Industry Financial Services
Experience
Rockland Trust June 2014 - Present
Brookline Bank March 2013 - May 2014
State Street April 2011 - March 2013
State Street February 2010 - April 2011
Centinel Financial Group, LLC June 2009 - February 2010
New York Life Insurance Company September 2008 - April 2009
Skills
Mutual Funds, Portfolio Management, Investments, General Ledger, Securities, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Bloomberg, Credit Analysis, Risk Management, Fixed Income, Finance, Asset Managment, 401k, Microsoft Excel, Risk Analysis, Asset Management, Analysis, Financial Planning
Education
University of Massachusetts Boston 2011 — 2013
Master of Science in Finance, Finance
Bryant University 2005 — 2009
Bachelor of Sciene in Business Administration, Finance
Rockland Trust June 2014 - Present
Brookline Bank March 2013 - May 2014
State Street April 2011 - March 2013
State Street February 2010 - April 2011
Centinel Financial Group, LLC June 2009 - February 2010
New York Life Insurance Company September 2008 - April 2009
Skills
Mutual Funds, Portfolio Management, Investments, General Ledger, Securities, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Bloomberg, Credit Analysis, Risk Management, Fixed Income, Finance, Asset Managment, 401k, Microsoft Excel, Risk Analysis, Asset Management, Analysis, Financial Planning
Education
University of Massachusetts Boston 2011 — 2013
Master of Science in Finance, Finance
Bryant University 2005 — 2009
Bachelor of Sciene in Business Administration, Finance
Thomas Beauchene Thomas Beauchene's State Street Experience October 2004 - December 2008
Job VP, Commercial Lending at BankNewport
Industry Financial Services
Experience
BankNewport January 2011 - Present
Mansfield Bank June 2009 - September 2010
State Street October 2004 - December 2008
State Street 2001 - 2004
State Street 1993 - 2001
Skills
Small Business Lending, Commercial Lending, Asset Based Finance, Credit Analysis, Strategic Financial..., Strategic Thinking, Lines Of Credit, SBA 504, Credit Risk, Securities Lending, Superior Client Service, Sales, Finance, Portfolio Management, Banking, Credit, Financial Services, Underwriting, Loans, Risk Management, Client Services, Financial Planning, Commercial Banking
Education
Bryant University
MBA, Business Administration
Cumberland High School
University of Rhode Island - College of Business Administration
BS, Finance and Accounting
BankNewport January 2011 - Present
Mansfield Bank June 2009 - September 2010
State Street October 2004 - December 2008
State Street 2001 - 2004
State Street 1993 - 2001
Skills
Small Business Lending, Commercial Lending, Asset Based Finance, Credit Analysis, Strategic Financial..., Strategic Thinking, Lines Of Credit, SBA 504, Credit Risk, Securities Lending, Superior Client Service, Sales, Finance, Portfolio Management, Banking, Credit, Financial Services, Underwriting, Loans, Risk Management, Client Services, Financial Planning, Commercial Banking
Education
Bryant University
MBA, Business Administration
Cumberland High School
University of Rhode Island - College of Business Administration
BS, Finance and Accounting
Kayla (Goff) Salas Kayla (Goff) Salas's State Street Experience July 2011 - March 2012
Job HR Generalist at Engineered Materials Solutions
Industry Human Resources
Experience
Engineered Materials Solutions September 2013 - April 2015
Guardian Industries March 2012 - September 2013
State Street July 2011 - March 2012
Management Search January 2011 - April 2011
Skills
Microsoft Office, PeopleSoft, PowerPoint, Word, Excel, Lotus Notes, Customer Service, Outlook, Recruiting, Talent Acquisition, Human Resources, Time Management, Employee Relations, Employee Benefits, Microsoft Excel, Microsoft Word, Payroll, Employee Engagement, Leadership, Team Leadership, Performance Management, Onboarding, Organizational..., FMLA, Hiring, Teamwork, Management, Facebook, Leadership Development, College Recruiting, Training, Benefits Administration, Personnel Management, New Hire Orientations, Interviews, Employee Training, HRIS, Talent Management
Education
Bryant University 2007 — 2011
BSBA, Human Resource Management, Finance, Psychology
Kingswood
Engineered Materials Solutions September 2013 - April 2015
Guardian Industries March 2012 - September 2013
State Street July 2011 - March 2012
Management Search January 2011 - April 2011
Skills
Microsoft Office, PeopleSoft, PowerPoint, Word, Excel, Lotus Notes, Customer Service, Outlook, Recruiting, Talent Acquisition, Human Resources, Time Management, Employee Relations, Employee Benefits, Microsoft Excel, Microsoft Word, Payroll, Employee Engagement, Leadership, Team Leadership, Performance Management, Onboarding, Organizational..., FMLA, Hiring, Teamwork, Management, Facebook, Leadership Development, College Recruiting, Training, Benefits Administration, Personnel Management, New Hire Orientations, Interviews, Employee Training, HRIS, Talent Management
Education
Bryant University 2007 — 2011
BSBA, Human Resource Management, Finance, Psychology
Kingswood
Aaron Kirsch's State Street Experience January 2010 - June 2011
Job Analyst at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management September 2013 - Present
SS&C Technologies August 2011 - September 2013
State Street January 2010 - June 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Hedge Funds, Derivatives, Swaps, Interest Rate..., MBS, Fund Accounting, Portfolio Management, Securities
Education
Bryant University 2006 — 2009
Bachelor of Science, International Business
Xaverian Brothers High Shool
Babson Capital Management September 2013 - Present
SS&C Technologies August 2011 - September 2013
State Street January 2010 - June 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Hedge Funds, Derivatives, Swaps, Interest Rate..., MBS, Fund Accounting, Portfolio Management, Securities
Education
Bryant University 2006 — 2009
Bachelor of Science, International Business
Xaverian Brothers High Shool
Chris Bregoli Chris Bregoli's State Street Experience February 2015 - Present
Job Client Service Manager at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
State Street February 2008 - January 2015
Skills
Fund Accounting, Financial Reporting, Financial Analysis
Education
Bryant University
Univeristy of Massachusetts Amherst
Bachelor of Arts (B.A.), Sociology
State Street February 2015 - Present
State Street February 2008 - January 2015
Skills
Fund Accounting, Financial Reporting, Financial Analysis
Education
Bryant University
Univeristy of Massachusetts Amherst
Bachelor of Arts (B.A.), Sociology
Pamela J. Neely Pamela J. Neely's State Street Experience April 2011 - December 2014
Job Internal Audit/Financial Services actively seeking opportunities
Industry Financial Services
Experience
Financial Services January 2015 - Present
State Street April 2011 - December 2014
State Street Corporation January 2008 - April 2011
State Street November 2004 - January 2008
State Street Corporation July 2003 - November 2004
State Street Corporation November 2000 - July 2003
State Street Corporation June 1999 - November 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Finance, Internal Audit, Bloomberg, Fixed Income, Financial Reporting, Equities, Financial Services, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Risk, Risk Management, Valuation
Education
Bryant University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Brockton High School 1991 — 1995
Financial Services January 2015 - Present
State Street April 2011 - December 2014
State Street Corporation January 2008 - April 2011
State Street November 2004 - January 2008
State Street Corporation July 2003 - November 2004
State Street Corporation November 2000 - July 2003
State Street Corporation June 1999 - November 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Finance, Internal Audit, Bloomberg, Fixed Income, Financial Reporting, Equities, Financial Services, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Risk, Risk Management, Valuation
Education
Bryant University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Brockton High School 1991 — 1995
Jake Northrup's State Street Experience June 2012 - May 2013
Job Investment Analyst at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC November 2014 - Present
Colman Knight Advisory Group, LLC December 2013 - November 2014
Raytheon June 2013 - August 2013
State Street June 2012 - May 2013
Village Subaru January 2011 - January 2011
Skills
Leadership, Teamwork, Financial Analysis, Financial Modeling, Data Analysis, Investments, Accounting, Microsoft Excel, PowerPoint, Access, Innovation, Microsoft Word
Education
Bryant University 2014 — 2014
Online Certificate in Financial Planning, Financial Planning
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Endicott College 2010 — 2011
Business, Freshman
Acton-Boxborough
Ballentine Partners, LLC November 2014 - Present
Colman Knight Advisory Group, LLC December 2013 - November 2014
Raytheon June 2013 - August 2013
State Street June 2012 - May 2013
Village Subaru January 2011 - January 2011
Skills
Leadership, Teamwork, Financial Analysis, Financial Modeling, Data Analysis, Investments, Accounting, Microsoft Excel, PowerPoint, Access, Innovation, Microsoft Word
Education
Bryant University 2014 — 2014
Online Certificate in Financial Planning, Financial Planning
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Endicott College 2010 — 2011
Business, Freshman
Acton-Boxborough
Gina Schecher's State Street Experience 1998 - 2000
Job Director of Human Resources at Merchant Customer Exchange LLC (MCX)
Industry Human Resources
Experience
Merchant Customer Exchange LLC (MCX) May 2015 - Present
Harvard Medical School January 2013 - May 2015
Marathon Company January 2011 - July 2012
Maxton Technology November 2007 - February 2009
Metropolitan Cabinet and Countertops November 2005 - November 2007
ADT Security Services 2003 - 2005
Pearson 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Onboarding, Employee Relations, Deferred Compensation, Employee Benefits, Benefits Administration, Recruiting, Coaching, Compensation & Benefit, Organizational..., Payroll, Career Development, HRIS, Employee Training, Training, Employee Engagement, Labor Relations, Job Descriptions, Succession Planning, ADP Payroll, Policy, Resume Writing, Employment Law, Change Management, PeopleSoft, Strategic HR, Start-ups, Manufacturing, Confidentiality, Confidence Building, Integrity, Compassion, Strategic Planning, Conflict Resolution, Paychex, Culture Change, Manufacturing Operations, Union Relations, Union Experience, Team Leadership, Program Development, Fairness, Compensation, Company Acquisitions, Benefits, Organizational Change, Recruitment/Retention, Corporate Management, Financial Companies, BrassRing, Human Resources
Education
Bryant University 2002 — 2003
Certificate, HR Management
Mount Ida College 1991 — 1995
Bachelor of Science, Communications
Merchant Customer Exchange LLC (MCX) May 2015 - Present
Harvard Medical School January 2013 - May 2015
Marathon Company January 2011 - July 2012
Maxton Technology November 2007 - February 2009
Metropolitan Cabinet and Countertops November 2005 - November 2007
ADT Security Services 2003 - 2005
Pearson 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Onboarding, Employee Relations, Deferred Compensation, Employee Benefits, Benefits Administration, Recruiting, Coaching, Compensation & Benefit, Organizational..., Payroll, Career Development, HRIS, Employee Training, Training, Employee Engagement, Labor Relations, Job Descriptions, Succession Planning, ADP Payroll, Policy, Resume Writing, Employment Law, Change Management, PeopleSoft, Strategic HR, Start-ups, Manufacturing, Confidentiality, Confidence Building, Integrity, Compassion, Strategic Planning, Conflict Resolution, Paychex, Culture Change, Manufacturing Operations, Union Relations, Union Experience, Team Leadership, Program Development, Fairness, Compensation, Company Acquisitions, Benefits, Organizational Change, Recruitment/Retention, Corporate Management, Financial Companies, BrassRing, Human Resources
Education
Bryant University 2002 — 2003
Certificate, HR Management
Mount Ida College 1991 — 1995
Bachelor of Science, Communications
Kevin Cousineau's State Street Experience May 2015 - Present
Job Associate II at State Street
Industry Investment Banking
Experience
State Street May 2015 - Present
Fidelity Investments May 2014 - May 2015
Bryant University Archway Investment Fund May 2014 - January 2015
Bryant University Archway Investment Fund January 2014 - May 2014
Fidelity Investments June 2013 - August 2013
The Kraft Group-CBS Scene Restaurant and Bar January 2013 - April 2013
Fidelity Investments June 2012 - September 2012
The Kraft Group September 2009 - January 2012
EMC April 2011 - May 2011
Skills
Security Analysis, Financial Statement..., Equities, Portfolio Management, Fixed Income, Business Valuation, Time Management, Finance, Financial Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Investments, Presenter, Networking, Teamwork, Financial Modeling, Analysis, Outlook, Accounting, Leadership, Financial Reporting, Equity Valuation, Mutual Funds, FactSet, Salesforce, Trade Compliance, Relationship Management, Asset Management, Asset Allocation
Education
Bryant University 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, GPA 3.4/4.0
Roger Williams University 2011 — 2012
BS, Finance, General
State Street May 2015 - Present
Fidelity Investments May 2014 - May 2015
Bryant University Archway Investment Fund May 2014 - January 2015
Bryant University Archway Investment Fund January 2014 - May 2014
Fidelity Investments June 2013 - August 2013
The Kraft Group-CBS Scene Restaurant and Bar January 2013 - April 2013
Fidelity Investments June 2012 - September 2012
The Kraft Group September 2009 - January 2012
EMC April 2011 - May 2011
Skills
Security Analysis, Financial Statement..., Equities, Portfolio Management, Fixed Income, Business Valuation, Time Management, Finance, Financial Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Investments, Presenter, Networking, Teamwork, Financial Modeling, Analysis, Outlook, Accounting, Leadership, Financial Reporting, Equity Valuation, Mutual Funds, FactSet, Salesforce, Trade Compliance, Relationship Management, Asset Management, Asset Allocation
Education
Bryant University 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, GPA 3.4/4.0
Roger Williams University 2011 — 2012
BS, Finance, General
Elias Katsikis Elias Katsikis's State Street Experience March 2015 - Present
Job Cash Management Specialist at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Stelio's Restaurant January 2006 - Present
Frost School February 2008 - May 2010
Skills
Investments, Financial Accounting, Group Work, Excel, Stock Market, Stock Trading, Business Analysis, Business Ethics, Stock Picking, Computer Hardware, Marketing Strategy, Access, Business Planning, Managerial Accounting, PowerPoint, Android SDK
Education
Bryant University 2010 — 2014
Bryant University
Bachelor of Science, Business Administration; Finance
State Street March 2015 - Present
Stelio's Restaurant January 2006 - Present
Frost School February 2008 - May 2010
Skills
Investments, Financial Accounting, Group Work, Excel, Stock Market, Stock Trading, Business Analysis, Business Ethics, Stock Picking, Computer Hardware, Marketing Strategy, Access, Business Planning, Managerial Accounting, PowerPoint, Android SDK
Education
Bryant University 2010 — 2014
Bryant University
Bachelor of Science, Business Administration; Finance
Erin Taddia's State Street Experience January 2014 - Present
Job Officer, Talent Management, Global Human Resources
Industry Investment Banking
Experience
State Street January 2014 - Present
State Street September 2012 - January 2014
JP Morgan Asset Management February 2011 - July 2012
Goldman Sachs August 2007 - February 2011
Lower Manhattan Development Corporation January 2005 - August 2007
Skills
Program Management, Data Analysis, Workshop Facilitation, Microsoft Office, Public Speaking, Vendor Management, Microsoft Excel, Management, Leadership, Human Resources, Training, Mentoring
Education
New York University 2009 — 2012
Master of Arts, Business Education and Workplace Learning
Bryant University 2000 — 2004
Bachelor - Business Administration, Marketing, Communication, Political Science
State Street January 2014 - Present
State Street September 2012 - January 2014
JP Morgan Asset Management February 2011 - July 2012
Goldman Sachs August 2007 - February 2011
Lower Manhattan Development Corporation January 2005 - August 2007
Skills
Program Management, Data Analysis, Workshop Facilitation, Microsoft Office, Public Speaking, Vendor Management, Microsoft Excel, Management, Leadership, Human Resources, Training, Mentoring
Education
New York University 2009 — 2012
Master of Arts, Business Education and Workplace Learning
Bryant University 2000 — 2004
Bachelor - Business Administration, Marketing, Communication, Political Science
Kathleen Gillis , MS Computer Information Systems Kathleen Gillis , MS Computer Information Systems's State Street Experience December 2011 - December 2013
Job
Industry Information Technology and Services
Experience
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
Julianne Hirtle Julianne Hirtle's State Street Experience August 2009 - June 2013
Job Compliance Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2013 - Present
State Street August 2009 - June 2013
Derby Associates June 2008 - August 2008
Skills
Highly Detailed, Learn New Software..., Training, ABD Menu, Securities, FINRA, Microsoft Excel, Access, FrontPage, Time Management, Customer Service, Banking, Investments
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Biotechnology
Whitman-Hanson Regional High School 2001 — 2005
Diploma
Boston Financial Data Services July 2013 - Present
State Street August 2009 - June 2013
Derby Associates June 2008 - August 2008
Skills
Highly Detailed, Learn New Software..., Training, ABD Menu, Securities, FINRA, Microsoft Excel, Access, FrontPage, Time Management, Customer Service, Banking, Investments
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Biotechnology
Whitman-Hanson Regional High School 2001 — 2005
Diploma
Kevin Fontana Kevin Fontana's State Street Experience July 2000 - August 2003
Job Senior Director at eCratchit, inc.
Industry Accounting
Experience
eCratchit, Inc. September 2014 - Present
BlumShapiro January 2011 - August 2014
Needel, Welch & Stone, P.C. January 2004 - December 2010
State Street July 2000 - August 2003
Skills
Tax, Corporate Tax, Not-for-profit, GAAP, Accounting, Auditing, Financial Reporting, CPA, US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, Income Tax, Tax Research, SEC filings, Not for Profit, Internal Controls
Education
Bryant University 2008 — 2012
Master of Science (MS), Taxation
Stonehill College 1996 — 2004
Master of Science (MS), Accounting
Boston College High School 1992 — 1996
eCratchit, Inc. September 2014 - Present
BlumShapiro January 2011 - August 2014
Needel, Welch & Stone, P.C. January 2004 - December 2010
State Street July 2000 - August 2003
Skills
Tax, Corporate Tax, Not-for-profit, GAAP, Accounting, Auditing, Financial Reporting, CPA, US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, Income Tax, Tax Research, SEC filings, Not for Profit, Internal Controls
Education
Bryant University 2008 — 2012
Master of Science (MS), Taxation
Stonehill College 1996 — 2004
Master of Science (MS), Accounting
Boston College High School 1992 — 1996
Josh Weiss's State Street Experience February 2012 - February 2013
Job Business Analyst
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
State Street February 2012 - February 2013
GMO June 2007 - February 2012
Investors Bank &Trust June 2006 - May 2007
Oppenheimer May 2005 - August 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Derivatives, Securities, Bloomberg Terminal, Hedge Funds, Investments, Asset Managment, Alternative Investments, Financial Services, Financial Analysis, Corporate Actions, Valuation, Asset Allocation, Business Analysis, Finance, Microsoft Excel, Swaps, Back Office, Collateral Management, Economics, Relationship Management, MySQL, Visio, PowerPoint, Project Management, Project Support
Education
Bryant University 2002 — 2006
Dual Bachelors, Business Administration; Finance and Economics
J.P. Morgan February 2013 - Present
State Street February 2012 - February 2013
GMO June 2007 - February 2012
Investors Bank &Trust June 2006 - May 2007
Oppenheimer May 2005 - August 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Derivatives, Securities, Bloomberg Terminal, Hedge Funds, Investments, Asset Managment, Alternative Investments, Financial Services, Financial Analysis, Corporate Actions, Valuation, Asset Allocation, Business Analysis, Finance, Microsoft Excel, Swaps, Back Office, Collateral Management, Economics, Relationship Management, MySQL, Visio, PowerPoint, Project Management, Project Support
Education
Bryant University 2002 — 2006
Dual Bachelors, Business Administration; Finance and Economics
Julie Rouse Julie Rouse's State Street Experience September 2011 - Present
Job Assistant Vice President, Compensation at State Street
Industry Human Resources
Experience
State Street September 2011 - Present
Skills
Deferred Compensation, HRIS, Employee Benefits, Human Resources, Talent Acquisition
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA
Bryant University 1999 — 2003
Finance, General
State Street September 2011 - Present
Skills
Deferred Compensation, HRIS, Employee Benefits, Human Resources, Talent Acquisition
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA
Bryant University 1999 — 2003
Finance, General
Maureen O'Gorman's State Street Experience 2000 - 2006
Job Vice President
Industry Internet
Experience
State Street Corporation 2007 - Present
State Street Corporation 2006 - 2006
State Street 2000 - 2006
State Street 1998 - 2000
State Street Boston Corporation 1994 - 1998
Waldenbooks October 1990 - May 1994
State Street Bank & Trust 1990 - 1994
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Business Process, Mutual Funds, Mobile Devices, Integration, CRM, Cloud Computing, Project Management, Management, Financial Services, Agile Methodologies, Analysis, Visio, Web Development, Program Management, IT Strategy, Analytics, Risk Management, Testing, PMP, Disaster Recovery, Human Resources, Software Project..., Change Management, Enterprise Architecture, Start-ups, Cross-functional Team..., Management Consulting, SharePoint, Requirements Analysis, Business Requirements, Business Process..., Web Applications, Internet, Web Analytics, Business Intelligence, Software Documentation, PMO, Lean Six Sigma, Lean Thinking, Continuous Improvement, User Experience
Education
Bryant University
Certificate, Lean SIx Sigma Green/Black Belt
Moresteam University / State Street Institute 2012 — 2012
IT Lean
Bryant University 2007 — 2007
Project Management Program Certificate
Providence College 2003 — 2005
MA, History
University of Rhode Island 1984 — 1989
BA, Economics
University of Rhode Island 1984 — 1989
BS, Finance
Aldrich Jr. High School
SXA
State Street Corporation 2007 - Present
State Street Corporation 2006 - 2006
State Street 2000 - 2006
State Street 1998 - 2000
State Street Boston Corporation 1994 - 1998
Waldenbooks October 1990 - May 1994
State Street Bank & Trust 1990 - 1994
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Business Process, Mutual Funds, Mobile Devices, Integration, CRM, Cloud Computing, Project Management, Management, Financial Services, Agile Methodologies, Analysis, Visio, Web Development, Program Management, IT Strategy, Analytics, Risk Management, Testing, PMP, Disaster Recovery, Human Resources, Software Project..., Change Management, Enterprise Architecture, Start-ups, Cross-functional Team..., Management Consulting, SharePoint, Requirements Analysis, Business Requirements, Business Process..., Web Applications, Internet, Web Analytics, Business Intelligence, Software Documentation, PMO, Lean Six Sigma, Lean Thinking, Continuous Improvement, User Experience
Education
Bryant University
Certificate, Lean SIx Sigma Green/Black Belt
Moresteam University / State Street Institute 2012 — 2012
IT Lean
Bryant University 2007 — 2007
Project Management Program Certificate
Providence College 2003 — 2005
MA, History
University of Rhode Island 1984 — 1989
BA, Economics
University of Rhode Island 1984 — 1989
BS, Finance
Aldrich Jr. High School
SXA
Brian Willinsky Brian Willinsky's State Street Experience October 2003 - April 2007
Job Public Relations and Corporate Communications
Industry Public Relations and Communications
Experience
PerkinElmer January 2014 - Present
Interactive Data May 2008 - January 2014
State Street October 2003 - April 2007
Schwartz MSL October 1999 - October 2003
Skills
Corporate Communications, Public Relations, Financial Services, Marketing, Email Marketing, Copywriting, Project Management, Marketing Communications, Media Relations, Crisis Communications, Strategic Communications, Marketing Strategy, Press Releases, Market Data, Online Advertising, Lead Generation, Event Management, Social Media, Internal Communications, Strategy, Integrated Marketing, Social Media Marketing, Message Development, Messaging, Digital Marketing, Content Strategy, Thought Leadership, Strategic Partnerships
Education
Bryant University 1995 — 1999
Bachelor of Science, Business Administration - Marketing/Communications
Portland High School, Portland, CT
PerkinElmer January 2014 - Present
Interactive Data May 2008 - January 2014
State Street October 2003 - April 2007
Schwartz MSL October 1999 - October 2003
Skills
Corporate Communications, Public Relations, Financial Services, Marketing, Email Marketing, Copywriting, Project Management, Marketing Communications, Media Relations, Crisis Communications, Strategic Communications, Marketing Strategy, Press Releases, Market Data, Online Advertising, Lead Generation, Event Management, Social Media, Internal Communications, Strategy, Integrated Marketing, Social Media Marketing, Message Development, Messaging, Digital Marketing, Content Strategy, Thought Leadership, Strategic Partnerships
Education
Bryant University 1995 — 1999
Bachelor of Science, Business Administration - Marketing/Communications
Portland High School, Portland, CT
Jon Dexter (CISA)'s State Street Experience January 2007 - October 2008
Job Audit Manager Global Markets, Global Treasury at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
Brian McAnern's State Street Experience September 1999 - Present
Job Fund Manager at State Street
Industry Financial Services
Experience
State Street September 1999 - Present
Wang Global September 1998 - May 1999
Spokane Food Bank September 1997 - September 1998
Skills
Mutual Funds, Fund Accounting, Bloomberg, Budgets, Equities, Fixed Income
Education
Bryant University 1993 — 1997
Bachelors, Management
State Street September 1999 - Present
Wang Global September 1998 - May 1999
Spokane Food Bank September 1997 - September 1998
Skills
Mutual Funds, Fund Accounting, Bloomberg, Budgets, Equities, Fixed Income
Education
Bryant University 1993 — 1997
Bachelors, Management
Joseph Fredriksen's State Street Experience May 2013 - Present
Job Vice President Finance at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street July 2007 - May 2013
Investors Bank & Trust 1995 - July 2007
Skills
Regulatory Reform, Lean Transformation, Fund Accounting, Global Custody, Project Management, Dodd-Frank, Business Analysis, Lean Process Improvement, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Process Improvement, Private Equity, PMO, Financial Analysis, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Administration, Derivatives, Financial Modeling, Finance, Corporate Finance, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA, International Management
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Finance
State Street May 2013 - Present
State Street July 2007 - May 2013
Investors Bank & Trust 1995 - July 2007
Skills
Regulatory Reform, Lean Transformation, Fund Accounting, Global Custody, Project Management, Dodd-Frank, Business Analysis, Lean Process Improvement, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Process Improvement, Private Equity, PMO, Financial Analysis, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Administration, Derivatives, Financial Modeling, Finance, Corporate Finance, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA, International Management
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Finance
Daniel Taskin's State Street Experience February 2015 - Present
Job Senior Custody Analyst at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
State Street September 2011 - Present
State Street August 2007 - March 2012
Cumberland House of Pizza April 2005 - August 2007
Bradford Soap Works September 2001 - March 2005
Skills
Financial Reporting, Financial Analysis, Fund Accounting, Excel, Process Improvement, Microsoft Excel, Microsoft Word, Data Analysis, Auditing
Education
Providence College 2009 — 2011
MBA, Finance, General
Bryant University 2003 — 2007
Bachelor's degree, Finance, General
State Street February 2015 - Present
State Street September 2011 - Present
State Street August 2007 - March 2012
Cumberland House of Pizza April 2005 - August 2007
Bradford Soap Works September 2001 - March 2005
Skills
Financial Reporting, Financial Analysis, Fund Accounting, Excel, Process Improvement, Microsoft Excel, Microsoft Word, Data Analysis, Auditing
Education
Providence College 2009 — 2011
MBA, Finance, General
Bryant University 2003 — 2007
Bachelor's degree, Finance, General
Jonathan Hester's State Street Experience 1996 - 2000
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo July 2010 - November 2014
Evergreen Investments December 2000 - July 2010
State Street 1996 - 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, Revenue Analysis, Expense Budgeting, Operating Expenses, Pro Forma Development, Prospectus, Management, Financial Analysis, Project Management, Finance
Education
Bryant University 1992 — 1996
BSBA, Applied Actuarial Mathematics
Wells Fargo July 2010 - November 2014
Evergreen Investments December 2000 - July 2010
State Street 1996 - 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, Revenue Analysis, Expense Budgeting, Operating Expenses, Pro Forma Development, Prospectus, Management, Financial Analysis, Project Management, Finance
Education
Bryant University 1992 — 1996
BSBA, Applied Actuarial Mathematics
Erin Hoffman's State Street Experience September 2005 - September 2007
Job Officer, Trade Operations Analyst at Bank of America
Industry Financial Services
Experience
bank of amer June 2008 - Present
US Trust September 2007 - June 2008
State Street September 2005 - September 2007
Skills
Bloomberg, Financial Services, Fixed Income, Middle Office, Settlement, Corporate Actions, Equities, Securities, Mutual Funds, Client Services, Investment Management
Education
Bryant University 2000 — 2004
bank of amer June 2008 - Present
US Trust September 2007 - June 2008
State Street September 2005 - September 2007
Skills
Bloomberg, Financial Services, Fixed Income, Middle Office, Settlement, Corporate Actions, Equities, Securities, Mutual Funds, Client Services, Investment Management
Education
Bryant University 2000 — 2004
Amilcar Spencer DeMelo's State Street Experience May 2014 - September 2014
Job Basel Regulatory Capital Markets Audit at Citi
Industry Investment Banking
Experience
Citi September 2014 - Present
State Street May 2014 - September 2014
State of Rhode Island December 2012 - May 2014
Banco Santander September 2010 - December 2012
Banco Santander October 2007 - September 2010
Bank of America January 2006 - October 2007
Banco Santander January 2004 - October 2007
Bank of America September 2002 - January 2004
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Financial Risk, Internal Audit, Banking, Analysis, Internal Control..., Accounting, Finance, Process Improvement, Account Reconciliation, SOX 404, Enterprise Risk..., Valuation, Financial Modeling, Credit Risk, Governance, Risk Assessment, Strategy, External Audit, Business Process, Business Strategy, Mergers, Sarbanes-Oxley, Operational Risk, Operational Risk..., Software Documentation, Management Consulting, CCAR, FFIEC, Risk, Change Management, Basel III, Basel I, Stress Testing
Education
Bryant University 2012 — 2014
Master of Science Taxation, Fiscal Policy/ Monetary Policy
Johnson and Wales University 2010 — 2012
MBA, Accounting Concentration
Providence College 2003 — 2007
BS, Accountancy, Risk Management
Community College of Rhode Island 1998 — 2003
AS, Business Administration, Accouting and Finance
Citi September 2014 - Present
State Street May 2014 - September 2014
State of Rhode Island December 2012 - May 2014
Banco Santander September 2010 - December 2012
Banco Santander October 2007 - September 2010
Bank of America January 2006 - October 2007
Banco Santander January 2004 - October 2007
Bank of America September 2002 - January 2004
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Financial Risk, Internal Audit, Banking, Analysis, Internal Control..., Accounting, Finance, Process Improvement, Account Reconciliation, SOX 404, Enterprise Risk..., Valuation, Financial Modeling, Credit Risk, Governance, Risk Assessment, Strategy, External Audit, Business Process, Business Strategy, Mergers, Sarbanes-Oxley, Operational Risk, Operational Risk..., Software Documentation, Management Consulting, CCAR, FFIEC, Risk, Change Management, Basel III, Basel I, Stress Testing
Education
Bryant University 2012 — 2014
Master of Science Taxation, Fiscal Policy/ Monetary Policy
Johnson and Wales University 2010 — 2012
MBA, Accounting Concentration
Providence College 2003 — 2007
BS, Accountancy, Risk Management
Community College of Rhode Island 1998 — 2003
AS, Business Administration, Accouting and Finance
Steven Danko's State Street Experience 1997 - 2001
Job Portfolio Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual May 2006 - Present
State Street 1997 - 2001
Perrier January 1993 - July 1997
Education
Bryant University 1995 — 2001
MBA, Finance
Massachusetts College of Liberal Arts 1988 — 1992
BS, Business
Suffolk University - Sawyer Business School
CAGS, Finance
Liberty Mutual May 2006 - Present
State Street 1997 - 2001
Perrier January 1993 - July 1997
Education
Bryant University 1995 — 2001
MBA, Finance
Massachusetts College of Liberal Arts 1988 — 1992
BS, Business
Suffolk University - Sawyer Business School
CAGS, Finance
Bea Calle's State Street Experience November 1985 - November 2011
Job Project Manager at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation December 2011 - Present
State Street Corporation November 1985 - November 2011
State Street November 1985 - November 2011
Skills
SDLC, Six Sigma, Business Analysis, Leadership, Process Improvement, Risk Management, Project Management, Program Management, Business Process..., Vendor Management, Requirements Gathering, Project Portfolio..., Visio, Financial Services, Fixed Income, Equities
Education
Bryant University
CVS Caremark Corporation December 2011 - Present
State Street Corporation November 1985 - November 2011
State Street November 1985 - November 2011
Skills
SDLC, Six Sigma, Business Analysis, Leadership, Process Improvement, Risk Management, Project Management, Program Management, Business Process..., Vendor Management, Requirements Gathering, Project Portfolio..., Visio, Financial Services, Fixed Income, Equities
Education
Bryant University
Jill Conroy, PMP's State Street Experience October 1996 - Present
Job Vice President/Project Manager at State Street
Industry Financial Services
Experience
State Street October 1996 - Present
Skills
PMO, SDLC, PMP, Process Improvement, Financial Services
Education
Bryant University
BS in BA, Accounting
State Street October 1996 - Present
Skills
PMO, SDLC, PMP, Process Improvement, Financial Services
Education
Bryant University
BS in BA, Accounting
Heidi Sanoussi, PMP's State Street Experience March 2008 - Present
Job PMP & TAS Certified Operations and Project Manager for Talent Acquisition
Industry Financial Services
Experience
State Street March 2008 - Present
STATE STREET CORPORATION August 1997 - February 2008
STATE STREET BANK GmbH, MUNICH GERMANY July 1994 - July 1997
Skills
Strategy, Project Management, Process Improvement, SDLC, Software Project..., Business Analysis, Requirements Analysis, Budgets, Vendor Management, Management, Financial Services, Change Management, Leadership, Analysis, Recruiting, Business Process..., Business Process, Business Process..., Operations Management, Human Resources, Training, Project Portfolio..., Financial Risk, Systems Analysis, Financial Reporting, Technical Writing, Social Media Marketing, Employer Branding, Talent Management, Project Planning, Forecasting, Risk Management, Outsourcing, Performance Management, Strategic Planning, Program Management, Talent Acquisition, Cross-functional Team..., Business Requirements, PMO, Process Engineering, PeopleSoft, Team Leadership, Management Consulting, Resource Management, Relationship Management, PMP, Mentoring, CRM, Communications Planning...
Education
The George Washington University 2008 — 2011
Masters Certificate, Project Management
Bryant University 1987 — 1991
Batchelors of Science, Business - Accounting
State Street March 2008 - Present
STATE STREET CORPORATION August 1997 - February 2008
STATE STREET BANK GmbH, MUNICH GERMANY July 1994 - July 1997
Skills
Strategy, Project Management, Process Improvement, SDLC, Software Project..., Business Analysis, Requirements Analysis, Budgets, Vendor Management, Management, Financial Services, Change Management, Leadership, Analysis, Recruiting, Business Process..., Business Process, Business Process..., Operations Management, Human Resources, Training, Project Portfolio..., Financial Risk, Systems Analysis, Financial Reporting, Technical Writing, Social Media Marketing, Employer Branding, Talent Management, Project Planning, Forecasting, Risk Management, Outsourcing, Performance Management, Strategic Planning, Program Management, Talent Acquisition, Cross-functional Team..., Business Requirements, PMO, Process Engineering, PeopleSoft, Team Leadership, Management Consulting, Resource Management, Relationship Management, PMP, Mentoring, CRM, Communications Planning...
Education
The George Washington University 2008 — 2011
Masters Certificate, Project Management
Bryant University 1987 — 1991
Batchelors of Science, Business - Accounting
Jennifer Pohl's State Street Experience June 1995 - September 1998
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management September 1998 - Present
State Street June 1995 - September 1998
Education
Bryant University 1991 — 1995
Bachelor's, Finance
Whitman-Hanson High School 1987 — 1991
Deutsche Asset Management September 1998 - Present
State Street June 1995 - September 1998
Education
Bryant University 1991 — 1995
Bachelor's, Finance
Whitman-Hanson High School 1987 — 1991
Adam Shooshan's State Street Experience 2001 - 2003
Job Director of Treasury at Blue Ridge Capital
Industry Financial Services
Experience
Blue Ridge Capital August 2009 - Present
Silver Point Capital December 2003 - 2009
State Street 2001 - 2003
Skills
Bloomberg, Fixed Income
Education
Bryant University 1996 — 2000
BS, Business Administration and Management, General
Blue Ridge Capital August 2009 - Present
Silver Point Capital December 2003 - 2009
State Street 2001 - 2003
Skills
Bloomberg, Fixed Income
Education
Bryant University 1996 — 2000
BS, Business Administration and Management, General
Judith Toomey's State Street Experience December 2011 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
Steve O'Connell's State Street Experience 2011 - 2014
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Jason Chagnon's State Street Experience August 2001 - Present
Job AVP at State Street
Industry Accounting
Experience
State Street August 2001 - Present
Skills
Securities, Bloomberg, Financial Modeling, Equities, Fund Accounting, Mutual Funds, Corporate Actions, Alternative Investments, Derivatives, Hedge Funds
Education
Bryant University 1997 — 2001
State Street August 2001 - Present
Skills
Securities, Bloomberg, Financial Modeling, Equities, Fund Accounting, Mutual Funds, Corporate Actions, Alternative Investments, Derivatives, Hedge Funds
Education
Bryant University 1997 — 2001
Allen Hardy's State Street Experience July 1996 - July 2003
Job Financial Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Deborah Calabretti's State Street Experience January 2012 - Present
Job Vice President at State Street
Industry Accounting
Experience
State Street January 2012 - Present
American Tower February 2011 - December 2011
Deloitte 2006 - 2011
PwC 2000 - 2006
KPMG 1996 - 2000
Pettiti, Gamache & Associates 1994 - 1996
KPMG 1993 - 1994
Education
Bryant University
MST, Taxation
Bryant University
MBA, Management
Salve Regina University
MS, Accounting
University of Massachusetts Dartmouth
BA, Psychology
State Street January 2012 - Present
American Tower February 2011 - December 2011
Deloitte 2006 - 2011
PwC 2000 - 2006
KPMG 1996 - 2000
Pettiti, Gamache & Associates 1994 - 1996
KPMG 1993 - 1994
Education
Bryant University
MST, Taxation
Bryant University
MBA, Management
Salve Regina University
MS, Accounting
University of Massachusetts Dartmouth
BA, Psychology
Dan Constantine's State Street Experience April 2014 - Present
Job Portfolio Solutions Strategy at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
State Street December 2010 - Present
Mercer June 1999 - December 2010
Education
Bryant University 1995 — 1999
Bachelor of Science, Applied Actuarial Mathematics
State Street April 2014 - Present
State Street December 2010 - Present
Mercer June 1999 - December 2010
Education
Bryant University 1995 — 1999
Bachelor of Science, Applied Actuarial Mathematics
Chris Ouellette's State Street Experience October 1996 - April 2005
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2009 - Present
Columbia Management August 2008 - December 2009
IBT April 2005 - August 2008
State Street October 1996 - April 2005
Skills
Mutual Funds, Fixed Income, Client Service, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Securities, Equities, Corporate Actions, Asset Management, Client Services, Derivatives, Fund Administration, Alternative Investments, Investments, Middle Office, Portfolio Management
Education
Bryant College 1992 — 1996
bs, accounting
State Street Global Advisors November 2009 - Present
Columbia Management August 2008 - December 2009
IBT April 2005 - August 2008
State Street October 1996 - April 2005
Skills
Mutual Funds, Fixed Income, Client Service, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Securities, Equities, Corporate Actions, Asset Management, Client Services, Derivatives, Fund Administration, Alternative Investments, Investments, Middle Office, Portfolio Management
Education
Bryant College 1992 — 1996
bs, accounting
Kerri Dalrymple's State Street Experience June 2005 - January 2013
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
State Street June 2005 - January 2013
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman June 2013 - Present
State Street June 2005 - January 2013
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Jason Goodell's State Street Experience January 2011 - June 2013
Job Business Reporting Analyst at Belmont Savings Bank
Industry Financial Services
Experience
Belmont Savings Bank June 2013 - Present
State Street January 2011 - June 2013
State Street July 2006 - January 2011
State Street December 2003 - July 2006
Skills
Accounting, Analysis, Banking, Business Analysis, Business Process..., Change Management, Essbase, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Process Improvement, Mutual Funds
Education
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Finance, General
Belmont Savings Bank June 2013 - Present
State Street January 2011 - June 2013
State Street July 2006 - January 2011
State Street December 2003 - July 2006
Skills
Accounting, Analysis, Banking, Business Analysis, Business Process..., Change Management, Essbase, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Process Improvement, Mutual Funds
Education
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Finance, General
Kelley Rexhepi's State Street Experience 2006 - 2010
Job at SSgA
Industry Financial Services
Experience
SSGA April 2014 - Present
Citizens Bank May 2013 - April 2014
Citizens Bank March 2011 - March 2013
Citizens Financial Group March 2011 - October 2012
Anti-Money Laundering, Wealth Manager Services and Investor Services September 2006 - December 2010
Compliance September 1994 - December 2010
State Street 2006 - 2010
State Street September 2006 - October 2008
INVESTORS BANK AND TRUST February 2006 - August 2006
STATE STREET BANK & TRUST CO January 2002 - August 2006
Skills
AML, OFAC, USA PATRIOT Act, Financial Risk, KYC, Bank Secrecy Act, Risk Management, Operational Risk, Operational Risk..., Sanction, Banking, Due Diligence, Anti Money Laundering, Analysis, Portfolio Management, Mutual Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Business Administration- Managerial Accounting
BRYANT COLLEGE/UNIVERSITY
Bachelor of Science, Business Administration; Managerial Accounting
CAMS
SSGA April 2014 - Present
Citizens Bank May 2013 - April 2014
Citizens Bank March 2011 - March 2013
Citizens Financial Group March 2011 - October 2012
Anti-Money Laundering, Wealth Manager Services and Investor Services September 2006 - December 2010
Compliance September 1994 - December 2010
State Street 2006 - 2010
State Street September 2006 - October 2008
INVESTORS BANK AND TRUST February 2006 - August 2006
STATE STREET BANK & TRUST CO January 2002 - August 2006
Skills
AML, OFAC, USA PATRIOT Act, Financial Risk, KYC, Bank Secrecy Act, Risk Management, Operational Risk, Operational Risk..., Sanction, Banking, Due Diligence, Anti Money Laundering, Analysis, Portfolio Management, Mutual Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Business Administration- Managerial Accounting
BRYANT COLLEGE/UNIVERSITY
Bachelor of Science, Business Administration; Managerial Accounting
CAMS
Blake Campos's State Street Experience March 2005 - Present
Job Vice President at State Street
Industry Accounting
Experience
State Street March 2005 - Present
FleetBoston Financial (Bank of America) 1996 - 2005
Skills
Banking, Financial Analysis, Fund Accounting
Education
Bryant University 1993 — 1995
Masters, Business Management
Stonehill College 1989 — 1993
BS, Accounting
State Street March 2005 - Present
FleetBoston Financial (Bank of America) 1996 - 2005
Skills
Banking, Financial Analysis, Fund Accounting
Education
Bryant University 1993 — 1995
Masters, Business Management
Stonehill College 1989 — 1993
BS, Accounting
Jamie McAskill's State Street Experience September 1999 - April 2001
Job Senior Financial Reporting Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments Senior Financial Reporting AnalystPioneer InvestmentsMay 2001 - Present
State Street September 1999 - April 2001
Skills
Financial Analysis, Finance, Financial Reporting, Mutual Funds, Customer Service, Bloomberg
Education
Bryant University 1995 — 1999
Bachelor's of Science, Finance, General
Pioneer Investments Senior Financial Reporting AnalystPioneer InvestmentsMay 2001 - Present
State Street September 1999 - April 2001
Skills
Financial Analysis, Finance, Financial Reporting, Mutual Funds, Customer Service, Bloomberg
Education
Bryant University 1995 — 1999
Bachelor's of Science, Finance, General
Dave Veen's State Street Experience April 2013 - Present
Job Financial Consultant/Controller and FP&A specialist
Industry Financial Services
Experience
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
Humberto Frank Ceballos's State Street Experience July 2008 - May 2009
Job Experienced in Human Resources functions, Management, the Lean approach and Finance
Industry Human Resources
Experience
Harbar, LLC Global Corporate Actions SpecialistState StreetMay 2009 - June 2014
State Street July 2008 - May 2009
Qualified Resources Staffing June 2004 - April 2008
Hope Global February 2001 - May 2004
Skills
Human Resources, Recruiting, Multicultural..., Multicultural Education, Spanish-speaking, Lean Transformation, International Business, Management, Customer Oriented, Workers Compensation, Team-oriented, Safety, Public Speaking, Employee Relations, Compliance, Benefits Administration, Employee Training, Leadership Development, Financial Markets, Corporate Actions, Financial Services, Bloomberg Terminal, Customer Service, Interviews, New Hire Orientations, Training, Lean Manufacturing, Oracle HR
Education
Rhode Island College 2006 — 2008
Bachelor of Science (BS), International Business
Bryant University 2001 — 2003
Harbar, LLC Global Corporate Actions SpecialistState StreetMay 2009 - June 2014
State Street July 2008 - May 2009
Qualified Resources Staffing June 2004 - April 2008
Hope Global February 2001 - May 2004
Skills
Human Resources, Recruiting, Multicultural..., Multicultural Education, Spanish-speaking, Lean Transformation, International Business, Management, Customer Oriented, Workers Compensation, Team-oriented, Safety, Public Speaking, Employee Relations, Compliance, Benefits Administration, Employee Training, Leadership Development, Financial Markets, Corporate Actions, Financial Services, Bloomberg Terminal, Customer Service, Interviews, New Hire Orientations, Training, Lean Manufacturing, Oracle HR
Education
Rhode Island College 2006 — 2008
Bachelor of Science (BS), International Business
Bryant University 2001 — 2003
Kathleen (Libby) Amonte's State Street Experience 2000 - 2003
Job Housing & Community Investment Compliance Analyst at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston September 2015 - Present
Federal Home Loan Bank of Boston July 2010 - Present
Federal Home Loan Bank of Boston August 2007 - July 2010
Hingham Institution for Savings 2005 - 2007
State Street 2000 - 2003
State Street 2000 - 2003
State Street 2000 - 2003
TJX 1992 - 1997
Skills
Banking, Risk Management, Financial Risk, Bloomberg, Financial Services, Securities, Enterprise Risk..., Process Improvement, Operational Risk..., Loans, Finance, Business Continuity, Due Diligence, Analysis, Accounting, Mutual Funds, Cash Management, Trading, Fund Accounting, Customer Service, Bank Secrecy Act, Anti Money Laundering, Risk Assessment
Education
Bryant University 1988 — 1992
BS, Business Administration, Finance
Hingham High School 1985 — 1988
Federal Home Loan Bank of Boston September 2015 - Present
Federal Home Loan Bank of Boston July 2010 - Present
Federal Home Loan Bank of Boston August 2007 - July 2010
Hingham Institution for Savings 2005 - 2007
State Street 2000 - 2003
State Street 2000 - 2003
State Street 2000 - 2003
TJX 1992 - 1997
Skills
Banking, Risk Management, Financial Risk, Bloomberg, Financial Services, Securities, Enterprise Risk..., Process Improvement, Operational Risk..., Loans, Finance, Business Continuity, Due Diligence, Analysis, Accounting, Mutual Funds, Cash Management, Trading, Fund Accounting, Customer Service, Bank Secrecy Act, Anti Money Laundering, Risk Assessment
Education
Bryant University 1988 — 1992
BS, Business Administration, Finance
Hingham High School 1985 — 1988
Brendan Colten's State Street Experience May 2008 - August 2009
Job Database Administrator at Verizon
Industry Information Technology and Services
Experience
Verizon April 2013 - Present
Verizon June 2012 - April 2013
Fidelity Investments July 2010 - June 2012
Bryant University September 2006 - September 2010
State Street May 2008 - August 2009
Skills
Oracle Database..., GoldenGate, PL/SQL, SharePoint, Troubleshooting, Windows Server, Servers, Technical Support, Windows 7, MySQL, XML, Microsoft SQL Server, IIS, Powershell, PowerPoint, Microsoft Excel, Microsoft Word, RMAN, AWR, ADDM, SQL, Unix, UNIX Utilities, Solaris, RHEL, Sametime, OneNote, DB2, ITIL v3 Foundations..., Windows XP
Education
Bryant University 2006 — 2010
B.S., Information Technology
Newburyport High School 2002 — 2006
Verizon April 2013 - Present
Verizon June 2012 - April 2013
Fidelity Investments July 2010 - June 2012
Bryant University September 2006 - September 2010
State Street May 2008 - August 2009
Skills
Oracle Database..., GoldenGate, PL/SQL, SharePoint, Troubleshooting, Windows Server, Servers, Technical Support, Windows 7, MySQL, XML, Microsoft SQL Server, IIS, Powershell, PowerPoint, Microsoft Excel, Microsoft Word, RMAN, AWR, ADDM, SQL, Unix, UNIX Utilities, Solaris, RHEL, Sametime, OneNote, DB2, ITIL v3 Foundations..., Windows XP
Education
Bryant University 2006 — 2010
B.S., Information Technology
Newburyport High School 2002 — 2006
Briana Grimaldi's State Street Experience August 2012 - Present
Job Tax Manager at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
PricewaterhouseCoopers July 2009 - August 2012
Skills
Partnership Taxation, Tax Compliance, Corporate Tax, Federal Tax, Tax Returns, Mutual Funds, Tax Preparation, Tax, Auditing, Tax Research, Accounting, Tax Accounting, QuickBooks, International Tax, Financial Statements, SEC filings, Microsoft Excel, Finance, Financial Accounting, Internal Controls, Income Tax
Education
Northeastern University 2010 — 2013
Masters, Accounting
Bryant University 2005 — 2009
Bachelors, Business Administration/Accounting
State Street August 2012 - Present
PricewaterhouseCoopers July 2009 - August 2012
Skills
Partnership Taxation, Tax Compliance, Corporate Tax, Federal Tax, Tax Returns, Mutual Funds, Tax Preparation, Tax, Auditing, Tax Research, Accounting, Tax Accounting, QuickBooks, International Tax, Financial Statements, SEC filings, Microsoft Excel, Finance, Financial Accounting, Internal Controls, Income Tax
Education
Northeastern University 2010 — 2013
Masters, Accounting
Bryant University 2005 — 2009
Bachelors, Business Administration/Accounting
Danielle Brouillard's State Street Experience September 2014 - Present
Job Project Manager Healthcare/Finance/Technology/Retail
Industry Management Consulting
Experience
State Street September 2014 - Present
TJX 2012 - 2013
Prudential Financial 2011 - 2012
Covidien 2009 - 2011
Bank of America 2008 - 2009
Citizens Bank 2008 - 2008
Nortek 2007 - 2008
Innovative Spinal Technologies (IST) 2006 - 2007
FM Global 2005 - 2006
Blue Cross & Blue Shield of Rhode Island 2001 - 2005
Skills
Process Improvement, PMO, SDLC, Vendor Management, Strategy, Leadership, Program Management, Business Analysis, SharePoint, Performance Management, Resource Management, Applicant Tracking..., Software Project..., Management, Human Resources, Change Management, Risk Mangement, Team Building, Data Analysis, Mergers & Acquisitions, User Acceptance Testing, Business Process Mapping, Global Cross-Functional..., Financial Services, Healthcare, Governance, Marketing Communications, Risk Management, Requirements Gathering, Team Leadership, Business Process..., Project Planning, Business Intelligence, Brand Management, Project Management, Requirements Analysis, Visio, IT Strategy, Budgets, Project Portfolio..., Management Consulting
Education
Bryant University
PMO Bootcamp, Certificate
Community College of Rhode Island
A.S. Degree in Business Administration/Paralegal Studies
New England Institute of Technology
Computer Programming
State Street September 2014 - Present
TJX 2012 - 2013
Prudential Financial 2011 - 2012
Covidien 2009 - 2011
Bank of America 2008 - 2009
Citizens Bank 2008 - 2008
Nortek 2007 - 2008
Innovative Spinal Technologies (IST) 2006 - 2007
FM Global 2005 - 2006
Blue Cross & Blue Shield of Rhode Island 2001 - 2005
Skills
Process Improvement, PMO, SDLC, Vendor Management, Strategy, Leadership, Program Management, Business Analysis, SharePoint, Performance Management, Resource Management, Applicant Tracking..., Software Project..., Management, Human Resources, Change Management, Risk Mangement, Team Building, Data Analysis, Mergers & Acquisitions, User Acceptance Testing, Business Process Mapping, Global Cross-Functional..., Financial Services, Healthcare, Governance, Marketing Communications, Risk Management, Requirements Gathering, Team Leadership, Business Process..., Project Planning, Business Intelligence, Brand Management, Project Management, Requirements Analysis, Visio, IT Strategy, Budgets, Project Portfolio..., Management Consulting
Education
Bryant University
PMO Bootcamp, Certificate
Community College of Rhode Island
A.S. Degree in Business Administration/Paralegal Studies
New England Institute of Technology
Computer Programming
Joseph DeCristofaro's State Street Experience 2005 - 2005
Job First Line Manager at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company 2005 - Present
State Street 2005 - 2005
State Street Bank 2003 - 2005
State Street Bank 1998 - 2003
Education
Bryant College 1986 — 1988
BA, Business Administration
Florida International University - College of Business Administration 1984 — 1986
Business Administration
State Street Bank & Trust Company 2005 - Present
State Street 2005 - 2005
State Street Bank 2003 - 2005
State Street Bank 1998 - 2003
Education
Bryant College 1986 — 1988
BA, Business Administration
Florida International University - College of Business Administration 1984 — 1986
Business Administration
Daniel Zelano, CAIA's State Street Experience November 2000 - August 2004
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Coen, Leigh's State Street Experience September 2014 - Present
Job Officer at State Street Corporation
Industry Investment Management
Experience
State Street September 2014 - Present
Bessemer Trust January 2014 - September 2014
Bessemer Trust February 2006 - December 2013
Skills
Accounting, Private Equity, Financial Reporting, Investments, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Analysis, Outlook, Microsoft Word, Access, GAAP, Data Analysis, CRM, Financial Accounting
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (MBA), Accounting
Bryant College 1998 — 2002
BSBA, Marketing
State Street September 2014 - Present
Bessemer Trust January 2014 - September 2014
Bessemer Trust February 2006 - December 2013
Skills
Accounting, Private Equity, Financial Reporting, Investments, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Analysis, Outlook, Microsoft Word, Access, GAAP, Data Analysis, CRM, Financial Accounting
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (MBA), Accounting
Bryant College 1998 — 2002
BSBA, Marketing
Christopher Rouille's State Street Experience 2005 - 2007
Job Team Leader at Northeast Retirement Services
Industry Financial Services
Experience
Northeast Retirement Services June 2013 - Present
Northeast Retirement Services October 2012 - Present
US Bank - Corporate Trust October 2011 - October 2012
US Bank July 2009 - October 2011
US Bank January 2007 - June 2009
State Street 2005 - 2007
Skills
Operations Management, Customer Relations, Customer Service, Process Improvement, Team Building, Problem Solving, Inventory Management, Banking, Financial Analysis, Financial Services, Leadership, Risk Management, Accounting, Finance
Education
Bryant College 1999 — 2003
Business Management
Northeast Retirement Services June 2013 - Present
Northeast Retirement Services October 2012 - Present
US Bank - Corporate Trust October 2011 - October 2012
US Bank July 2009 - October 2011
US Bank January 2007 - June 2009
State Street 2005 - 2007
Skills
Operations Management, Customer Relations, Customer Service, Process Improvement, Team Building, Problem Solving, Inventory Management, Banking, Financial Analysis, Financial Services, Leadership, Risk Management, Accounting, Finance
Education
Bryant College 1999 — 2003
Business Management
Jane McAuliffe's State Street Experience February 1996 - February 1998
Job Forbes Financial Planning, Inc.
Industry Financial Services
Experience
The Shuster Group July 2013 - June 2015
Saint Elizabeth Community April 2011 - June 2013
Banc of America Investment Services, Inc. February 2003 - December 2008
Investment Services at Sovereign Bank March 2001 - March 2003
Fidelity Investments March 1998 - February 2003
State Street February 1996 - February 1998
Skills
Public Relations, Nonprofits, Strategic Planning, Event Management, Fundraising, Strategic Financial..., Sales, Marketing, Relationship Management, Product Marketing, Personal Financial..., Alternative Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Equities, Fixed Income Portfolio...
Education
Bryant University 1991 — 1995
Bachelor of science, Management, marketing
The Shuster Group July 2013 - June 2015
Saint Elizabeth Community April 2011 - June 2013
Banc of America Investment Services, Inc. February 2003 - December 2008
Investment Services at Sovereign Bank March 2001 - March 2003
Fidelity Investments March 1998 - February 2003
State Street February 1996 - February 1998
Skills
Public Relations, Nonprofits, Strategic Planning, Event Management, Fundraising, Strategic Financial..., Sales, Marketing, Relationship Management, Product Marketing, Personal Financial..., Alternative Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Equities, Fixed Income Portfolio...
Education
Bryant University 1991 — 1995
Bachelor of science, Management, marketing
Danica Kwan's State Street Experience October 2014 - Present
Job Financial Administrator Associate 2
Industry Human Resources
Experience
State Street October 2014 - Present
American Eagle Outfitters November 2013 - Present
State Street February 2013 - October 2014
Hertz June 2012 - January 2013
Panera Bread May 2007 - December 2012
Bryant University September 2011 - June 2012
Fellowship Health Resources- RI June 2011 - September 2011
Skills
Merchandising, Time Management, PowerPoint, Outlook, Customer Service, Access, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Facebook, Microsoft Office, Social Media, Leadership, Organization, Employee Relations, Human Resources, Accounting, Research
Education
Bryant University 2008 — 2012
BS, Business Management
Billerica Memorial HS 2004 — 2008
State Street October 2014 - Present
American Eagle Outfitters November 2013 - Present
State Street February 2013 - October 2014
Hertz June 2012 - January 2013
Panera Bread May 2007 - December 2012
Bryant University September 2011 - June 2012
Fellowship Health Resources- RI June 2011 - September 2011
Skills
Merchandising, Time Management, PowerPoint, Outlook, Customer Service, Access, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Facebook, Microsoft Office, Social Media, Leadership, Organization, Employee Relations, Human Resources, Accounting, Research
Education
Bryant University 2008 — 2012
BS, Business Management
Billerica Memorial HS 2004 — 2008
George Baalbaki, MBA's State Street Experience April 2006 - August 2006
Job VP; Central Supervision Principal
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Merrill Lynch April 2013 - Present
Merrill Edge September 2008 - April 2013
Banc of America Investments August 2006 - September 2008
State Street April 2006 - August 2006
State Street July 2004 - April 2006
Skills
Securities, Financial Markets, Valuation, Business Strategy, Corporate Finance, Finance, Capital Markets, FINRA, Series 63, Financial Analysis, Financial Modeling, Investments, Series 7, Equities, Fixed Income, Bonds, Series 65, Bloomberg, Asset Allocation, Mutual Funds, Uniform Combined State...
Education
Bryant University 2011 — 2012
MBA
Bryant University 2000 — 2004
Bachelors Degree, Finance
William E. Tolman Senior High School 1996 — 2000
Diploma
Arthur Caesar Jr's State Street Experience June 2005 - August 2006
Job SBO PB Analyst Epic Implementation Team at Southcoast Health System & Southcoast Hospitals Group
Industry Computer Software
Experience
Southcoast Health System & Southcoast Hospitals Group January 2014 - Present
Meditech October 2011 - December 2013
MEDITECH October 2006 - October 2011
State Street June 2005 - August 2006
Skills
Financial Analysis, Software Implementation, Access, Healthcare Information..., Process Improvement, Software Documentation, Analysis, HIPAA, Business Analysis, Data Analysis, MIS, Visio, SQL, Portfolio Management, Healthcare, Project Management, Microsoft Office, Microsoft Excel, Meditech
Education
Bryant University 1998 — 2001
Bachelors, Finance
United States Marine Corps 1989 — 1996
Southcoast Health System & Southcoast Hospitals Group January 2014 - Present
Meditech October 2011 - December 2013
MEDITECH October 2006 - October 2011
State Street June 2005 - August 2006
Skills
Financial Analysis, Software Implementation, Access, Healthcare Information..., Process Improvement, Software Documentation, Analysis, HIPAA, Business Analysis, Data Analysis, MIS, Visio, SQL, Portfolio Management, Healthcare, Project Management, Microsoft Office, Microsoft Excel, Meditech
Education
Bryant University 1998 — 2001
Bachelors, Finance
United States Marine Corps 1989 — 1996
Brandon Rosenberg's State Street Experience October 2007 - September 2010
Job Senior Portfolio Accountant
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon October 2010 - March 2013
State Street October 2007 - September 2010
CVS Caremark Corporation June 2006 - August 2006
Skills
Bloomberg, Fund Accounting, Fixed Income, Asset Management, Accounting, Bloomberg Terminal, Budgets, Derivatives, Mutual Funds
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
BNY Mellon April 2013 - Present
BNY Mellon October 2010 - March 2013
State Street October 2007 - September 2010
CVS Caremark Corporation June 2006 - August 2006
Skills
Bloomberg, Fund Accounting, Fixed Income, Asset Management, Accounting, Bloomberg Terminal, Budgets, Derivatives, Mutual Funds
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
Cristina Destefanis's State Street Experience June 2011 - August 2011
Job Registered Representative DFS/Cantella & Co Inc.
Industry Financial Services
Experience
DFS/Cantella & Co Inc. November 2014 - Present
John Hancock Investments July 2013 - November 2014
Bryant University January 2012 - December 2012
John Hancock Investments June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Research, Team Leadership, Finance, Microsoft Word, Microsoft Office, Investments, Teamwork, Mutual Funds, Public Speaking, Social Media, Leadership, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services / Legal Studies
Notre Dame Academy, Hingham MA 2005 — 2009
High School
DFS/Cantella & Co Inc. November 2014 - Present
John Hancock Investments July 2013 - November 2014
Bryant University January 2012 - December 2012
John Hancock Investments June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Research, Team Leadership, Finance, Microsoft Word, Microsoft Office, Investments, Teamwork, Mutual Funds, Public Speaking, Social Media, Leadership, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services / Legal Studies
Notre Dame Academy, Hingham MA 2005 — 2009
High School
Dan Aylward's State Street Experience November 2011 - Present
Job ETF Basket Operations, Senior Associate at State Street Corporation
Industry Financial Services
Experience
State Street November 2011 - Present
Education
Bryant University 2006 — 2010
B.S., Accounting
State Street November 2011 - Present
Education
Bryant University 2006 — 2010
B.S., Accounting
Bryan Lavery's State Street Experience Senior Account ControllerState StreetAugust 2007 - June 2008
Job Account Manager at State Street
Industry Financial Services
Experience
State Street Senior Account ControllerState StreetAugust 2007 - June 2008
Education
Bryant University 2001 — 2005
BA Marketing
State Street Senior Account ControllerState StreetAugust 2007 - June 2008
Education
Bryant University 2001 — 2005
BA Marketing
Christopher Delaney-Rodriguez's State Street Experience July 2013 - December 2013
Job Financial Analyst at Tiger Group, LLC
Industry Banking
Experience
Tiger Group, LLC January 2014 - Present
State Street July 2013 - December 2013
JOH, Johnson O’Hare April 2011 - June 2013
Mommsen Digon Capital Partners May 2011 - August 2011
Skills
Equity Valuation, Analysis, Research, Mergers & Acquisitions, Retail, Customer Service, Merchandising, Marketing, Leadership, Strategy, Management, PowerPoint, Financial Reporting, Spanish, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Fluent Spanish, Company Valuation, Python, Monarch Pro, Microsoft CRM, Accounting, Microsoft Word
Education
Bryant University 2009 — 2013
Bachelor of Business, Management
Belmont High School 2006 — 2009
Tiger Group, LLC January 2014 - Present
State Street July 2013 - December 2013
JOH, Johnson O’Hare April 2011 - June 2013
Mommsen Digon Capital Partners May 2011 - August 2011
Skills
Equity Valuation, Analysis, Research, Mergers & Acquisitions, Retail, Customer Service, Merchandising, Marketing, Leadership, Strategy, Management, PowerPoint, Financial Reporting, Spanish, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Fluent Spanish, Company Valuation, Python, Monarch Pro, Microsoft CRM, Accounting, Microsoft Word
Education
Bryant University 2009 — 2013
Bachelor of Business, Management
Belmont High School 2006 — 2009
David Jaras's State Street Experience June 2014 - Present
Job Student at Bryant University
Industry Accounting
Experience
State Street June 2014 - Present
Skills
Microsoft Excel, Accounting, Microsoft Word, SAS, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Access, Research
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.46
State Street June 2014 - Present
Skills
Microsoft Excel, Accounting, Microsoft Word, SAS, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Access, Research
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.46
David Catapano's State Street Experience December 2014 - Present
Job Financial Associate at State Street
Industry
Experience
State Street December 2014 - Present
Rogers Corporation May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, English, Microsoft Office, Microsoft Word, Windows, Outlook
Education
Bryant University
Wachusett Regional High School
State Street December 2014 - Present
Rogers Corporation May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, English, Microsoft Office, Microsoft Word, Windows, Outlook
Education
Bryant University
Wachusett Regional High School
Jonathan Lei's State Street Experience September 2014 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
Lei's Garden June 2008 - September 2014
OnProcess Technology June 2013 - August 2013
Pactera Technology International Ltd. September 2012 - December 2012
Bryant University August 2011 - May 2012
Skills
Mandarin, Cultural Awareness, Prezi, Microsoft Excel, PowerPoint, Cantonese, Visio, Microsoft Word, Market Research, Teamwork, Access, Analysis, Statistics, Time Management, Social Media, Social Networking, Public Speaking, Data Analysis, Leadership, Customer Service, Microsoft Office, Research
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), International Business, Junior
Shanghai University of Finance and Economics 2012 — 2012
Chinese Language
State Street September 2014 - Present
Lei's Garden June 2008 - September 2014
OnProcess Technology June 2013 - August 2013
Pactera Technology International Ltd. September 2012 - December 2012
Bryant University August 2011 - May 2012
Skills
Mandarin, Cultural Awareness, Prezi, Microsoft Excel, PowerPoint, Cantonese, Visio, Microsoft Word, Market Research, Teamwork, Access, Analysis, Statistics, Time Management, Social Media, Social Networking, Public Speaking, Data Analysis, Leadership, Customer Service, Microsoft Office, Research
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), International Business, Junior
Shanghai University of Finance and Economics 2012 — 2012
Chinese Language
Anthony Carioto's State Street Experience May 2006 - March 2008
Job Senior Ops Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2011 - Present
Loomis, Sayles & Company March 2008 - July 2011
State Street May 2006 - March 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Mutual Funds, Derivatives, Equity Derivatives, Credit Derivatives, FX Derivatives, Interest Rate..., Futures, Supervising Others, Collateral Management
Education
Northeastern University 2010 — 2012
Master of Business Administration (MBA), Investments
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Loomis, Sayles & Company August 2011 - Present
Loomis, Sayles & Company March 2008 - July 2011
State Street May 2006 - March 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Mutual Funds, Derivatives, Equity Derivatives, Credit Derivatives, FX Derivatives, Interest Rate..., Futures, Supervising Others, Collateral Management
Education
Northeastern University 2010 — 2012
Master of Business Administration (MBA), Investments
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Andy DeMambro's State Street Experience May 2015 - Present
Job Credit Research Analyst at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street August 2012 - May 2015
State Street July 2007 - August 2012
Skills
Relationship Management, Process Improvement, Derivatives, Equities, Fixed Income, Fund Accounting, Trade Operations, Bloomberg, Asset Management
Education
Bryant College 1997 — 2002
Bachelor's Degree
State Street May 2015 - Present
State Street August 2012 - May 2015
State Street July 2007 - August 2012
Skills
Relationship Management, Process Improvement, Derivatives, Equities, Fixed Income, Fund Accounting, Trade Operations, Bloomberg, Asset Management
Education
Bryant College 1997 — 2002
Bachelor's Degree
Jessica Aldred's State Street Experience August 2003 - October 2004
Job Supervisor, Quaility & Training at Care.com
Industry
Heather Watts's State Street Experience March 2010 - August 2014
Job Registered Sales Assistant
Industry Financial Services
Experience
Invest Financial August 2014 - Present
State Street March 2010 - August 2014
CBP September 1999 - August 2003
A Festive Touch Catering June 1998 - June 2002
Skills
Equities
Education
Bryant College 2000 — 2004
Bachelor of Science (BS), Finance, General
Invest Financial August 2014 - Present
State Street March 2010 - August 2014
CBP September 1999 - August 2003
A Festive Touch Catering June 1998 - June 2002
Skills
Equities
Education
Bryant College 2000 — 2004
Bachelor of Science (BS), Finance, General
John David Natalizia's State Street Experience June 2005 - December 2010
Job Global Solutions at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems December 2010 - Present
State Street June 2005 - December 2010
Education
Bryant University 1999 — 2003
Bachelor's Degree, Finance, General
Eagle Investment Systems December 2010 - Present
State Street June 2005 - December 2010
Education
Bryant University 1999 — 2003
Bachelor's Degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.