State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
KPMG US February 2014 - Present
Prep KC 2012 - January 2014
State Street Corporation August 2007 - January 2014
State Street Corporation May 2011 - August 2013
State Street January 2011 - May 2011
State Street March 2009 - January 2011
State Street August 2007 - March 2009
Jackson County Family Court - 16th Circuit March 2000 - May 2007
Skills
Public Accounting, Corporate Tax, Accounting, Management, GAAP, Personal Income Tax..., General Ledger, Accounts Payable, Account Reconciliation, Financial Accounting, Financial Reporting, Finance, Financial Analysis, Cash Management, Auditing, Portfolio Management, Customer Service, Loan Servicing, Mutual Funds, Forecasting, Microsoft Excel, Derivatives, Process Improvement, Credit, Total Return Swaps
Education
DeVry University’s Keller Graduate School of Management 2013 — 2015
Masters of Accounting and Financial Management, CPA
Avila University 2008 — 2010
MBA, Finance
University of Missouri-Kansas City 2003 — 2005
BA, Psychology
Haley & Aldrich February 2012 - Present
Haley & Aldrich, Inc September 2006 - February 2012
State Street 2005 - 2006
Kansas City University of Medicine and Biosciences 2002 - 2005
Skills
Budgets, Financial Reporting, Microsoft Office, PowerPoint, Analysis, Microsoft Excel, Auditing, Financial Analysis, Accounting
Education
Baker University 2004 — 2006
M.B.A.
Avila University 1996 — 2000
BS, Mathematics / Computer Science
State Street December 2007 - Present
Business Solutions International September 2007 - November 2007
Skills
Corporate Actions, Dividends, DTC, Investment Operations, Securities, Fixed Income, XSP, Microsoft Excel, Online Research
Education
Assumption College 2002 — 2006
Bachelor, Management
General Electric (GE) October 2011 - January 2012
TD Bank Group November 2010 - March 2011
State Street October 2009 - April 2010
Durham College September 2008 - December 2009
Skills
Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Access, Team Leadership, Multitasker, Business Communications, Staff Relations, Customer Service, Office Administration, Recruiting, Training, Data Entry, Employee Relations, Research, Payroll, Job Scheduling, CRM, Employee Benefits, Software Documentation, Administration
Education
Athabasca University 2012 — 2014
Management, Bachelor of Management Degree
Durham College 2007 — 2010
Human Resource Management
Mary Ward Secondary School 2004 — 2007
GDS International January 2010 - Present
GDS Publishing August 2005 - December 2009
State Street July 2001 - August 2005
Skills
Sales Management, Account Management, New Business Development, Sales, International Sales, Direct Sales, Lead Generation, Team Building, Public Relations, Strategic Planning, Business Development, B2B, CRM, Strategic Partnerships, SaaS, Management, Strategy, Start-ups, Product Management, Business Strategy
Education
Assumption College 1997 — 2001
HAP Enterprises Construction Division November 2014 - Present
HAP Enterprises Corp June 2014 - Present
Rubber Ducky Laundromat September 2012 - Present
RBS Citizens Group 2010 - 2012
MFS Investment Management 2007 - 2010
State Street 2002 - 2007
Skills
Risk Management, Microsoft Office, Oracle HR, Oracle E-Business Suite, Oracle Reports, Bloomberg Terminal, Forecasting, Account Management, Financial Accounting, Program Management, Management, Project Portfolio..., Portfolio Performance..., Department Budgeting, Budget Process, Performance Management, Business Process, Business Process..., Small Business
Education
Assumption College 1996 — 2000
Bachelor's degree, Education, 3.5
E. & J. Gallo Winery September 2014 - Present
E. & J. Gallo Winery June 2013 - August 2013
State Street March 2011 - August 2012
State Street March 2010 - March 2011
State Street July 2008 - March 2010
Skills
Cross-functional Team..., Communication, Business Transformation, Management Of Direct..., Managing Deadlines, Financial Reporting
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Auburn University 2004 — 2008
Bachelor of Science (BS); Bachelor of Arts (BA), Finance; German
Davis High School
State Street August 2015 - Present
State Street Bank December 2013 - Present
State Street Bank September 2012 - November 2013
Vachon Landscaping July 2009 - August 2012
Kids Club Afterschool Programs SHED Inc March 2006 - June 2009
Skills
People-oriented, Build Strong..., Analytical Skills, Public Speaking, Computers, Microsoft Office, Leadership, Teamwork
Education
Assumption College 2008 — 2012
Bachelor of Arts, International Business
Andover High School 2004 — 2008
State Street October 2012 - Present
Fresh Ketch June 2007 - September 2012
Marriott Hotel August 2010 - November 2010
Skills
Microsoft Office, Bloomberg, Excel, PowerPoint, Word, Bloomberg Terminal, Finance, Customer Service, Data Analysis, Microsoft Word, Microsoft Excel, Research, Invoicing
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Finance Major, Environmental Studies Minor, Senior
Australian Catholic University 2010 — 2010
General Studies
DTCC July 2012 - Present
Alpha Financial Markets Consulting September 2011 - Present
State Street October 2011 - March 2012
HSBC May 2010 - June 2011
Fujitsu Services September 2008 - May 2010
Mattel Europe B.V July 2006 - August 2007
Skills
Business Strategy, Management Consulting, Program Management, Business Requirements, Business Transformation, Business Analysis, Change Management, Outsourcing, Management, Project Management, Business Development, Financial Analysis, Strategy, Stakeholder Management, Training
Education
Aston University 2004 — 2008
BSc. (Hons), International Business & Management
BlackRock May 2011 - Present
State Street 2007 - 2011
Investors Bank & Trust 2002 - 2007
Education
Assumption College 1998 — 2002
State Street May 2013 - Present
State Street March 2011 - Present
State Street December 2008 - February 2011
Skills
Customer Service, Microsoft Excel, Financial Analysis
Education
Salve Regina University 2005 — 2008
Bachelor of Science, Marketing
Assumption College 2004 — 2005
OptumInsight February 2012 - Present
OptumInsight June 2009 - February 2012
OptumInsight June 2008 - June 2009
OptumInsight March 2006 - June 2008
CIGNA Healthcare August 2005 - March 2006
CIGNA Healthcare June 2004 - August 2005
State Street August 2001 - June 2004
Dell September 2000 - August 2001
Skills
Essbase, PeopleSoft, SharePoint, Hyperion Enterprise, Great Plains Software, ADP Payroll, Plannning, Concur, Forecasting, Data Analysis, Leadership, Microsoft Excel, Financial Analysis, Process Improvement, Access, Visio, Business Analysis, Business Objects, Salesforce.com, Analysis, Accounting, Finance, Project Management, Budgets, Program Management, Management, Accounts Receivable, Variance Analysis, Accounts Payable, Business Planning
Education
Austin Peay State University 1995 — 2000
BBA, Marketing
Davidson Academy
Wellesley Country Club November 2013 - Present
Charles River CC April 2005 - Present
State Street 1997 - 2005
City of Boston 1995 - 1997
Skills
Databases, Financial Analysis, Process Improvement, Accounts Payable, Accounting, Special Education, Web Design, Professional Audio, Sound Reinforcement, Video Editing, HD Video, YouTube, Autism Spectrum..., Telecommunications, Audio Visual Support, Audio Visual System..., Troubleshooting, Neighborhood Planning, Politics, Contractor Management
Education
Assumption College 1985 — 1988
BA, Business Management
Work Warrior September 2013 - Present
Trust Sourcing Solutions November 2011 - July 2013
State Street July 2007 - November 2011
Old Navy June 2004 - May 2007
Skills
Process Improvement, Training, Financial Services, Team Building, Equities, Team Leadership, Organizational..., Mutual Funds, Corporate Actions, Securities, Public Speaking, Strengthening Client..., Investments, Manage Client..., Interviews, Change Management, Management, Project Planning, Streamlining Operations, CRM, Leadership, Customer Service, Sales
Education
Avila University 2008 — 2010
MSOD, Organizational Development
William Jewell College 1997 — 2002
Bachelor of Science (BS), Political Science
EMC Computer Systems January 2008 - Present
State Street January 2005 - January 2008
Deutsche Bank 2002 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens & Clark 1992 - 1998
Skills
Onboarding, Succession Planning, Human Resources, Performance Management, Talent Management, Personnel Management, Talent Acquisition, HRIS, Employee Relations, Organizational..., Workforce Planning
Education
Assumption College 1992 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Home Trust Company June 2015 - Present
State Street January 2015 - June 2015
State Street June 2006 - December 2014
State Street Trust Company Canada April 2004 - June 2006
State Street Trust Company Canada January 2000 - April 2004
State Street Trust Company Canada May 1996 - January 2000
Skills
Finance, Risk Management, Portfolio Management, Financial Risk, Forecasting, Financial Services, Operational Risk..., Corporate Finance, Financial Analysis, Risk Assessment, Financial Reporting, Accounting, Equities, Analysis, Banking
Education
University of Toronto 2012 — 2013
Canadian Risk Management, Risk Management
Athabasca University 2009 — 2012
Master of Business Administration (MBA), Finance, General
Athabasca University 2009 — 2011
Graduate Diploma in Management, Finance
Mohawk College 1994 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
State Street November 2012 - Present
State Street June 2011 - November 2012
American Cancer Society January 2011 - May 2011
Skills
Microsoft Excel, Mutual Funds, Financial Analysis, Banking, Microsoft Office, Fund Accounting, Sales, Outlook, Marketing, Customer Service, Press Releases, PowerPoint
Education
Assumption College 2007 — 2011
Bachelor of Arts, Organizational Communications
State Street November 2012 - February 2015
Hull Municipal Light Plant April 2009 - September 2012
State Street June 2011 - August 2011
Hull Public Schools June 2008 - January 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Outlook, Microsoft Office, Access, Social Media, Social Networking, Customer Service, Time Management, Troubleshooting, Work Ethic, Analysis
Education
EMTS, Inc. 2015 — 2016
Paramedic, Emergency Medical Technician (EMT Paramedic)
Assumption College 2008 — 2012
Bachelor of Arts, Business Management, 3.22
Hull High School 2004 — 2008
Upromise April 2015 - Present
Wayfair March 2014 - April 2015
Mac-Gray Services August 2013 - January 2014
Mac-Gray March 2012 - August 2013
State Street October 2011 - March 2012
Amy's Hallmark September 2010 - September 2011
The Hanover Theatre January 2011 - May 2011
SmartPak May 2008 - January 2011
Skills
Social Media, Marketing Communications, Marketing Support, Direct Marketing, Organizational..., Proposal Writing, Salesforce.com, Trade Shows, Campaigns, Microsoft Office, InDesign, Illustrator, Sales, Public Relations, Customer Service, Email Marketing, Training, Social Media Marketing, Recruiting, Vendor Management, Lead Generation
Education
Assumption College 2007 — 2011
Bachelor's, Marketing, cum laude
Sacred Heart High School
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Texas Comptroller of Public Accounts October 2009 - Present
Teacher Retirement System of Texas January 2000 - September 2009
State Street 2002 - 2009
Tanisys Technology August 1998 - November 1999
Texas Department of Insurance October 1993 - August 1998
Skills
Certified Public..., Webmaster, Data Mining, Data Warehousing, Application Architecture, Cognos, Business Intelligence, Systems Analysis, Visio, SQL, Oracle, OLAP, Business Analysis, Microsoft SQL Server, Business Process..., SDLC, Project Management, SharePoint, Requirements Analysis, Business Objects, Databases, Crystal Reports, SSIS, Analysis, Management, Business Process, Process Improvement, Leadership, Microsoft Excel
Education
Austin Community College 2000 — 2003
Technology
Stephen F. Austin State University 1983 — 1987
Bachelor of Business Administration, Accounting
Goldwasser & Company July 2015 - Present
Centre Pieces Design March 2012 - Present
Wellesley Financial Group January 2014 - July 2015
State Street Bank October 2010 - March 2012
State Street Bank March 2010 - October 2010
State Street June 2004 - March 2010
MFS Investment Management April 1998 - June 2004
Fidelity Investments July 1987 - April 1998
Skills
Market Data, Vendor Management, Business Analysis, Event Management
Education
Assumption College 1977 — 1981
St. Bernard's Central Catholic High School 1973 — 1977
MetLife April 2012 - Present
State Street March 2011 - April 2012
Golfsmith March 2010 - December 2011
STG International, Inc February 2010 - March 2011
Kansas City Wizards January 2009 - May 2009
Skills
PowerPoint, Excel, Customer Service, Outlook, Accounting, Fundraising, Underwriting, Video Editing, Disability Insurance, Term Life Insurance, Data Coding, Teamwork, Time Management, Social Media, Microsoft Office, Employee Benefits, Sales, Financial Analysis, Access, Investments, Finance, Microsoft Excel, Analysis
Education
Avila University 2010 — 2012
MBA, Finance
The University of Kansas 2004 — 2009
Bachelor's of Science, Education
Deakin University 2008 — 2008
Study Abroad Program (Australia), Business & Law
Right Management 2008 - Present
Organizational Excellence, LLC January 2006 - Present
Chrysler Financial August 2007 - August 2008
H&R Block June 2002 - August 2006
State Street November 2000 - April 2002
Sprint July 1996 - November 2000
Skills
Strategic Planning, Organizational..., Organizational Behavior, Leadership Development..., Employee Engagement, Employee Relations, Employee Training, Personality Assessment, Assessment Center, Culture Change, Leading Change, Conflict Management, Communication Skills, Performance Management, Organizational Design, Succession Planning, Recruiting, Management, Leadership, Career Development, Training, Strategy, Team Building, Leadership Development, Organizational..., Executive Coaching, Interviews, Human Resources, Change Management, MBTI, Coaching, Career Counseling, Consulting, Workshop Facilitation, Performance Improvement, Resume Writing, Workforce Planning, 360 Feedback, Emotional Intelligence, Outplacement, Executive Management, Executive Development
Education
Friends University 1997 — 2000
Masters of Science, Organizational Development
Avila University
Kidwell April 2014 - Present
Nebraska Interactive, LLC October 2012 - January 2014
Bob Sight Ford November 2011 - July 2012
Hewins Financial Advisors February 2011 - August 2011
RelyLocal - Lee's Summit September 2010 - February 2011
State Street May 2010 - September 2010
State Street June 2009 - July 2009
Bank of the West 2007 - 2009
Bank Midwest March 2003 - October 2005
Skills
Accounting, Management, Customer Service, Finance, Marketing, Microsoft Office, Account Management, Microsoft Excel, Marketing Strategy, Social Media Marketing, Website Development, Local Government, State Government, Office Administration, Accounts Receivable, System Testing, Creative Services, Live Communication..., Issue Management, Quality Management, Marketing Photography, Creative Campaign..., Entrepreneurship, Creative..., Brand Management, Social Media Advertising, Successful Business..., Project Estimation, Sales, Process Improvement, Social Media, Access, Leadership
Education
Avila University 2008 — 2010
BSBA Finance, Business, Finance, Accounting, Economics
Longview Community College 2006 — 2008
Associate in Arts, Business
Northwest Missouri State University 2005 — 2005
N/A, Business emphasis
Maryville R-II High School 1999 — 2002
State Street May 2015 - Present
State Street June 2014 - May 2015
State Street May 2013 - June 2014
State Street May 2012 - August 2012
Trent University September 2010 - April 2012
State Street May 2011 - August 2011
Education
Queen's University 2012 — 2013
Master's degree, International Business
Aston University 2012 — 2013
Master's degree, International Business
Trent University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Street April 2013 - February 2014
State Street March 2012 - April 2013
State Street February 2010 - March 2012
State Street January 2008 - January 2010
Drew Mortgage Associates November 2006 - December 2007
Allied Home Mortgage Capital Corporation July 2006 - October 2006
Morgan Stanley February 2006 - April 2006
Fidelity Investments February 2005 - October 2005
Skills
Team Building, Executive Support, Community Development, Contemporary Music, Social Media Marketing, Music Education, Process Improvement, Account Opening, Small Business, Client Services, Drums, Back Office, Outsourcing, Account Management, Business Analysis, Performance Measurement, Music, Success Oriented, Microsoft Excel, Lead Generation, Sketch Comedy, Stand-up Comedy, Jazz Improvisation, Alternative Rock, Web Services, WiX, Blogging, Music Industry, Music Videos, Rock Music, Customer Service
Education
Assumption College 1996 — 1997
Keene State College 1995 — 1996
Thermo Fisher Scientific July 2013 - Present
State Street July 2008 - June 2013
Key Bank March 2006 - September 2007
Sovereign Bank June 2004 - August 2007
Skills
Human Resources, Employee Engagement, Customer Service, Microsoft Office, Data Analysis, PeopleSoft, PowerPoint, Microsoft Excel, Personnel Management, Management, Excel, Performance Reviews, Promotion Process, Reporting, Global Mobility, Rewards Programs, Mergers and Acquisition, Networking, Compensation Management, Project Management, Epicor, Peoplefluent
Education
Husson University 2014 — 2014
Master of Business Administration (MBA)
Husson College 2007 — 2008
Masters of Science, Business
Husson College 2005 — 2007
Bachelors of Science in Business Admin, Management
Assumption College 2003 — 2004
N/A, Business
Alvirne High School 1999 — 2003
High School Diploma
BNY Mellon October 2012 - Present
BNY Mellon 2008 - 2012
State Street 2007 - 2008
State Street 2006 - 2007
Skills
Client Service Oriented, Global Custody, Management, Financial Services, Relationship Management, Customer Service, Mutual Funds, Investments, Sales, Finance, Leadership, Strategic Planning, Equities, Fixed Income
Education
Assumption College 1996 — 2000
Bachelor's degree, Business Management
Boston University
Masters of Science, Financial Economics
BMC HealthNet Plan/Well Sense Health Plan February 2015 - Present
Professional Staffing Group October 2014 - February 2015
State Street October 2012 - October 2013
State Street October 2011 - October 2012
Skills
Human Resources, Customer Service, Microsoft Excel, Sales, Management, Financial Services, Applicant Tracking..., Microsoft Word, Talent Acquisition, Bloomberg, Auditing, Equities, Fund Accounting, Social Media, Portfolio Management, Securities, Interviews, Software Documentation, Trading, Salesforce.com, Outlook, PowerPoint, Time Management, Derivatives, Emerging Markets, Hedge Funds, Asset Management, Options, Series 7
Education
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Human Services and Rehabilitation Studies
Belmont High School 2002 — 2006
Summit Healthcare Services July 2015 - Present
MEDITECH June 2013 - July 2015
ANN INC. May 2012 - May 2013
State Street June 2012 - August 2012
Skills
PowerPoint, Management, Sales, SharePoint, Leadership, Teamwork, Customer Service, Time Management, Microsoft Office, Research, Data Analysis, Event Planning, Microsoft Word
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), International Business
Verhaeghe, Gudenkauf & Associates November 2014 - Present
American Century Investments April 2014 - November 2014
Black & Veatch December 2012 - April 2014
State Street March 2009 - December 2012
State Street January 2008 - March 2009
State Street March 2006 - January 2008
Education
Avila University 2001 — 2003
MBA, Finance
Avila University 1996 — 2001
Bachelor of Arts, Political Science
State Street October 2007 - July 2014
State Street March 1996 - October 2007
Ferrellgas October 1995 - March 1996
Quaker Oats June 1992 - October 1995
Skills
Integration, Team Leadership, Software Development, PMO, Program Management, Information Technology, Leadership, SDLC, Financial Services, Business Analysis, Project Portfolio..., PMP, Software Project..., IT Management, Testing, Microsoft SQL Server, Requirements Analysis, MS Project, ITIL, Process Improvement, Business Process, Change Management, Management Consulting, IT Service Management, Disaster Recovery, Management, Visio, Project Management, Strategy
Education
Avila University
B.S.B.A, Computer Information Science
Avila University
MBA, Finance
State Street July 2015 - Present
Assumption College September 2012 - May 2015
Assumption College September 2011 - May 2015
Zophin & Karp, LLP January 2009 - May 2015
Massachusetts State Lottery Commission June 2013 - August 2014
Skills
Microsoft Office, QuickBooks, Mac & PC platforms, Time Management, Organization Skills, Group Work
Education
Assumption College 2011 — 2015
Bachelor of Arts (B.A.), Marketing
Bishop Feehan High School 2007 — 2011
High School
State Street June 2007 - Present
State Street Bank January 2000 - May 2007
State Street Corporation Institutional Investor Services January 1999 - January 2000
Education
Suffolk University 2001 — 2003
Master of Science, Finance
Assumption College 1995 — 1999
Bachelor of Arts, Accounting
State Street Global Advisors November 2014 - Present
State Street January 2013 - October 2014
State Street October 2011 - January 2013
State Street June 2010 - October 2011
State Street June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Mutual Funds, Fund Accounting, Bloomberg, Equities, Derivatives, Risk Management, Management, Microsoft Excel, Account Reconciliation, Corporate Actions, Defined Benefit, Banking, Team Leadership, Pricing, Accounting, Accruals, Microsoft Office
Education
Assumption College 2007 — 2010
Bachelor of Science (BS), Economics
Boston Latin School 2001 — 2006
High School
State Street June 2012 - Present
Bob's Speed May 2010 - January 2012
College Pro May 2009 - August 2009
South Shore YMCA Quincy Branch April 2006 - May 2009
Skills
Speak Spanish, Write in Spanish, Read Spanish, Microsoft Office 2007, PowerPoint, Microsoft Excel, Microsoft Word
Education
Assumption 2008 — 2012
Bachelor of ArtsMay, Business (Marketing)
Assumption College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Benefit Trust Company March 2012 - Present
Benefit Trust Company January 2010 - March 2012
State Street October 2007 - January 2010
Avila University May 2005 - October 2007
State Street 2003 - 2005
Skills
Client Relationship..., Project Management, New Client..., Work Process Improvement, Conflict Resolution, Team Leadership, Customer Relations, Investments, Mutual Funds, Employee Benefits, Financial Reporting, Contract Negotiation, Management
Education
Avila University 2005 — 2007
Bachelor, Business Administration
EMC August 2015 - Present
Seismic Software February 2015 - May 2015
State Street June 2014 - August 2014
State Street Bank and Trust December 2012 - August 2013
State Street June 2011 - August 2012
State Street December 2011 - January 2012
Skills
Financial Analysis, Bloomberg, Teamwork, Financial Services, Client Service Oriented, Management, Mutual Funds, Investments, Leadership, Microsoft Excel, Salesforce.com, PowerPoint, Thought Leadership, Sales Operations, Sales Process
Education
Assumption College 2011 — 2015
Candidate for a Bachelor of Science in Business Management, Minor: Finance
Cushing Academy 2010 — 2011
Post Graduate
Bain Capital August 2013 - Present
Copley Society of art January 2014 - June 2015
State Street January 2013 - August 2013
State Street August 2010 - January 2013
HiSoftware July 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Finance, Bloomberg, Financial Analysis, Risk Management, Forecasting, QRM, Valuation
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance; Finance
Australian Catholic University 2009 — 2009
General
State Street February 2014 - Present
State Street February 2012 - Present
Morgan Stanley November 2007 - February 2012
PriceWaterhouseCoopers August 2005 - November 2007
Skills
Structured Finance, Financial Reporting, Financial Analysis
Education
Auburn University, College of Business 2000 — 2005
Master of Accountancy (MAc), BSBA - Accounting
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
State Street July 2013 - Present
McGladrey November 2011 - June 2013
Plymouth Rock Assurance 2008 - 2011
Batchelor Frechette McCrory Michael & Co. 2007 - 2008
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, GAAP, CPA, Internal Audit, Financial Accounting, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accounting
Assumption College 2003 — 2007
BA, Accounting
State Street May 2013 - Present
State Street Global Markets August 2011 - May 2013
First Republic Bank June 2008 - August 2011
State Street 2007 - 2008
Investors Bank & Trust October 2004 - July 2007
Skills
Mutual Funds, FX Options, Trading, Financial Markets, FX trading, Series 7, Currency, Emerging Markets, Bloomberg, Foreign Exchange, Hedging
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Assumption College 1998 — 2002
Bachelors Degree, International Business
State Street January 2015 - Present
BNY Mellon October 2004 - December 2014
BNY Mellon (formerly Mellon Financial) February 2001 - September 2004
BNY Mellon (formerly Mellon Financial) October 1998 - February 2001
BNY Mellon (formerly Mellon Financial) August 1997 - October 1998
BNY Mellon (formerly Mellon Financial) August 1996 - August 1997
Skills
Mutual Funds, Global Custody, Financial Services, Alternative Investments, Hedge Funds, Fund Accounting, Derivatives, Securities Lending, Back Office, Middle Office, Outsourcing, Fund Services, Sales&Marketing, Trading, ETFs
Education
Assumption College 1992 — 1996
BA, Marketing
State Street October 2014 - Present
State Street July 2011 - October 2014
State Street October 2007 - July 2011
State Street August 2005 - October 2007
Skills
Financial Analysis, Budgets, Microsoft Excel, Financial Reporting, Analysis, Process Improvement, Internal Controls, Financial Accounting
Education
Auburn University 2006 — 2007
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia, College of Business 1998 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
State Street February 2015 - Present
Client First Inc May 2010 - February 2015
Jathaul Agency February 2007 - May 2010
A&R Petroleum December 2000 - February 2007
Skills
Insurance, Workers Compensation, Small Business, Strategic Planning, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Claim, Liability, Long-term Care, Banking, Retirement Planning, Sales, Life Insurance, Team Building, Underwriting, Disability Insurance, Fixed Annuities, Negotiation, Risk Management, Employee Benefits, Casualty, Mortgage Lending, General Insurance, Customer Service, Brokers, Homeowners, Finance, Umbrella Insurance, Financial Services, 401k, Whole Life, Strategic Financial..., Legal Liability, Financial Planners, Estate Planning, Mutual Funds, Inland Marine, IRAs, Relationship Management, Wealth Management, Investments, Long Term Care Insurance, Business, Portfolio Management, Universal Life, Renters, Loans, Series 7
Education
Avila University 2004 — 2006
MBA, FINANCE
National Institute of Information Technology
ADVANCED SOFTWARE DIPLOMA, INFORMATION TECHNOLOGY
Panjab University
B.A., ECONOMICS
Punjabi University
MA, SOCIOLOGY
Swinburne University of Technology
GRADUATE DIPLOMA, INFORMATION TECHNOLOGY
M3Sixty Administration, LLC. September 2014 - Present
State Street February 2011 - August 2014
State Street April 2007 - February 2011
Skills
Fund Accounting, Fixed Income, Equities, Mutual Funds, Derivatives, Hedge Funds, Valuation, Corporate Actions, Investments, Alternative Investments, Securities, Capital Markets, Bonds, Investment Management, Fund Of Funds
Education
Avila University 2000 — 2003
BS, Finance
State Street Global Markets June 2007 - Present
State Street January 2001 - June 2007
Skills
Equities, Mutual Funds
Education
Assumption College 1992 — 1996
BA, Accounting
Shared Services, Avant Ministries and Crossworld October 2014 - Present
Glenwood Baptist Church 2013 - Present
State Street August 2013 - October 2014
JP Morgan June 2006 - January 2013
Cargill Investor Services April 2002 - September 2005
Skills
Financial Analysis, Technical Analysis, Commodity Risk..., Investments, Options, Risk Management, Financial Markets, Options Strategies, Strategic Planning, Nonprofits, Leadership, Microsoft Office, Finance
Education
Avila University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Kansas State University 2004 — 2006
Certificate, Financial Planning and Services
Park University 2002 — 2004
Bachelor of Science (B.S.), Management/Finance
Park University 2002 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
Southwest Baptist University 1997 — 2000
Park University, Music, Business
State Street October 2013 - Present
State Street Bank November 2012 - October 2013
State Street Bank October 2010 - November 2012
Costco Wholesale May 2009 - October 2010
Northwestern Mutual May 2009 - January 2010
Canton Highlands Homeowners Association June 2007 - August 2008
Rowland Mountain & Associates March 2008 - May 2008
Dedham Health and Athletic Complex May 2005 - June 2007
Skills
Accounting, Bloomberg Terminal, Microsoft Excel, Microsoft Word
Education
Assumption College 2006 — 2010
BA, Economics with minor in Finance
Canton High School 2002 — 2006
High School Diploma
State Street January 2015 - Present
State Street August 2013 - December 2014
State Street October 2007 - July 2013
PTC March 2007 - October 2007
State Street March 2005 - March 2007
State Street 2001 - 2005
Skills
Financial Services, PMO, Project Management, Securities Lending, Clearing Houses, Collateral Management, Equity Swaps, Basel III, Data Governance, Business Analysis, Requirements Gathering, Requirements Analysis, SQL, Visio, SDLC, MS Office Suite, MS Project, Securities, Management
Education
Assumption College 1993 — 1997
Bachelor’s Degree, International Affairs, Foreign Languages
State Street June 2013 - December 2013
Inland Empire Utilities Agency October 2012 - May 2013
Fred Jordan Missions July 2011 - September 2012
Professional Real Estate Servies January 2011 - March 2011
Investment Banking Institute July 2010 - July 2010
New Zion Baptist Church January 2008 - July 2009
Bank of America June 2006 - March 2008
Skills
Financial Modeling, Excel, Word, PowerPoint, CiviCRM, Outlook, Access, Financial Analysis, SAP, Account Reconciliation, Microsoft Word, Microsoft Excel, Management, Analysis, Banking, Research, Microsoft Office, Public Speaking
Education
Azusa Pacific University 2011 — 2012
MBA, Finance
Investment Banking Institute 2010 — 2010
Wichita State University 2007 — 2009
BBA, Finance
Energy Plus Company March 2014 - Present
The Neat Company July 2010 - Present
Comcast Cable March 2009 - July 2010
INTECH Construction February 2008 - September 2008
State Street June 2006 - February 2008
New York Look Inc. December 2001 - February 2006
Skills
Accounting, Great Plains Software, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Customer Service, Process Improvement, PowerPoint, Accounts Payable, Financial Accounting, Finance
Education
Ateneo de Manila University 1997 — 2001
Bachelors, Business Management
State Street VP, Corporate TravelState Street Bank1989 - Present
Education
Bentley University 1990 — 1993
MBA, Int'l Business
Assumption College 1985 — 1989
BA, International Business/Economics
Advent International Second LieutenantArmy National GuardSeptember 2014 - Present
Army National Guard June 2013 - June 2014
State Street Corporation 2003 - 2009
State Street Corporation 2003 - 2009
State Street 2003 - 2009
State Street Corporation (formerly Investors Bank and Trust) 2004 - 2007
Skills
Financial Analysis, Financial Reporting, Private Equity, Valuation, Financial Modeling, GAAP
Education
Assumption College 1998 — 2002
Assumption College 1998 — 2002
New Balance January 2015 - Present
State Street 2011 - December 2014
State Street 2009 - 2011
Epsilon May 2009 - August 2009
Small Business Service Bureau January 2009 - May 2009
Jeanne D'Arc Credit Union July 2005 - March 2009
Jeanne D'Arc Credit Union May 2007 - July 2007
Skills
Accounting, Banking, Financial Modeling, Financial Analysis, Financial Reporting, Risk Management, Marketing, Microsoft Excel, Bloomberg, General Ledger, Credit, PowerPoint, Process Improvement
Education
Assumption College 2005 — 2009
Bachelor of Arts (BA), International Business
State Street August 2014 - Present
State Street Bank February 2012 - August 2014
State Street Bank March 2006 - February 2012
Skills
Accounting, Tax, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Financial Statements
Education
Assumption College 2001 — 2005
The MathWorks April 2013 - Present
athenahealth July 2007 - April 2013
The Monitor Group October 2004 - June 2007
State Street June 1999 - October 2004
Skills
Leadership, Healthcare Information..., Business Analysis, Cross-functional Team..., Process Improvement, Software Project..., SDLC, Healthcare, Product Management, Vendor Management, EHR, Visio, Project Management, Project Planning, Microsoft SQL Server, ASP.NET, Agile Methodologies, Agile Project Management
Education
Assumption College 1995 — 1999
BA, Marketing
Congolese Genocide Awareness, Inc January 2015 - Present
Santander Bank, N.A. June 2014 - Present
Citizens Bank April 2013 - May 2014
State Street May 2008 - May 2012
Skills
Leadership, Management, Customer Service, Microsoft Office, Programming, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Accounting, Microsoft Word, Nonprofits, Accurate Data Entry, Project Management, Corporate Communications, Internal Communications, Account Management, Financial Accounting
Education
Assumption College 2004 — 2008
Bachelor, Accounting
Elizabeth Layton Center, Inc. Finance AnalystMidland Loan ServicesJanuary 2007 - August 2007
State Street July 2005 - January 2007
State Street August 2003 - July 2005
Education
Avila University 2004 — 2006
MBA
Ottawa University 1999 — 2003
BA, Accounting & Business Administration
Yale Hospital June 2006 - Present
State Street 2001 - 2005
The Pillsbury Company 1992 - 2000
Diageo 1989 - 1992
Diageo 1985 - 1989
Aetna Life & Casualty 1973 - 1985
Skills
Research, Budgets, Insurance, Conflict Resolution, Strategic Planning, Human Resources, Event Management, Medical Research, Policy, Qualitative Research, Management, Marketing Communications, Marketing Strategy, Teaching, Nonprofits, Patient Safety, Public Speaking, Social Media, Non-profits, Medicine, Contract Negotiation, Clinical Research, Team Building, Executive Pay, Leadership Development, Advertising, EMR, Organizational..., New Business Development, Quality Improvement, Cross-functional Team..., Employee Relations, Employee Benefits, Patient Advocacy, Project Management, Strategy, Epic Systems, Negotiation, Onboarding, Coaching, Performance Management, Event Planning, Global Marketing, Pediatrics, Healthcare, Food Service, Change Management, Leadership, Risk Management, Account Management
Education
Assumption College 1969 — 1973
BA, Political Science
State Street September 2013 - Present
J.P. Morgan August 2011 - September 2013
State Street September 2008 - July 2011
State Street July 2007 - September 2008
Investors Bank & Trust February 2007 - June 2007
Investors Bank & Trust June 2006 - January 2007
Skills
Hedge Funds, Equities, Fixed Income, Fund Accounting, Bloomberg, Derivatives, Securities, Alternative Investments, Valuation, Fund Administration, Fund Of Funds, Investments, FX Options, Private Equity, Corporate Actions, Options
Education
Assumption College
Griffith University
State Street September 2012 - September 2013
State Street December 2011 - September 2012
State Street January 2008 - December 2011
HSBC Retail Banking and Wealth Management October 2007 - December 2007
Arvest Bank May 2006 - August 2007
Skills
Accounting, Investments, Equities, Mutual Funds, Finance, Account Reconciliation, Securities, Analysis, Financial Services, Banking, Trading, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Outlook, Microsoft Word, Asset Managment, Customer Service, Financial Analysis, Fund Accounting, Asset Management
Education
Avila University 2011 — 2014
Master, Business Administration, Finance, 4.0
University of Oklahoma 2002 — 2005
Bachelor of Arts, Economics
The Depository Trust & Clearing Corporation March 2010 - Present
State Street August 2009 - March 2010
Alcatel-Lucent January 2009 - August 2009
The Depository Trust & Clearing Corporation May 2008 - December 2008
Cleary Gottlieb Steen & Hamilton LLP October 2007 - May 2008
Prolifics June 2007 - October 2007
Pfizer November 2006 - May 2007
ADP March 2005 - November 2006
Lowes Foods January 2004 - March 2005
Johnson Controls August 2002 - December 2003
Skills
Websphere, Unix, SDLC, SOA, Integration, WebSphere Portal, Java Enterprise Edition, Servers, Solaris, Enterprise Architecture
Education
Wayne State University
Master of Science (MS), Computer Engineering
M J College of Engineering
Bachelor of Engineering (BE), Electronics and Communications Engineering
Atomic Energy Central School
Cognizant Technology Solutions February 2013 - Present
State Street Global Advisors February 2011 - January 2013
State Street January 2010 - February 2011
State Street May 2009 - January 2010
State Street January 2009 - April 2009
State Street April 2008 - December 2008
State Street October 2007 - March 2008
State Street November 2005 - September 2007
Skills
Requirements Analysis, SDLC, Databases, Java Enterprise Edition, Sybase, JSP, CRM, Agile Methodologies, Java, Struts, HP Quality Center, SQL
Education
Birla Institute of Technology and Science, Pilani 2005 — 2008
MS, Software Engineering
Avinashilingam Institute for Home Science and Higher Education for Women 2002 — 2005
Bachelor's degree, Mathematics and Physics
State Street September 2015 - Present
TRAKAmerica March 2014 - August 2015
Office of Criminal Conflict and Civil Regional Counsel 2nd District May 2012 - August 2012
Ave Maria School of Law May 2011 - August 2011
Albert V. Smith Law Firm May 2008 - August 2010
Brooks Brothers May 2007 - August 2007
Skills
Customer Service, Sales, Public Speaking, Westlaw, Legal Research, Legal Writing, Microsoft Office, Research, PowerPoint, Lexis, Social Media, Political Science, Event Planning, Public Policy, Commercial Litigation, Editing, Corporate Law, Policy Analysis, Legal Assistance, Community Outreach, Time Management, Microsoft Word, Data Analysis, Microsoft Excel, Politics, Legal Issues, Government, Legislative Relations, Contract Law, Legal Documents, Outlook, Public Relations, Courts, Criminal Law, Policy, Document Drafting, Family Law, LexisNexis
Education
Ave Maria School of Law 2010 — 2013
Doctor of Law (JD), Law
Furman University 2006 — 2010
Bachelor of Arts, Political Science
State Street August 2013 - Present
Deloitte September 2010 - July 2013
Auburn University August 2009 - May 2010
Skills
Audit, Accounting, Construction Accounting, Auditing, GAAP, Internal Controls, Real Estate Accounting
Education
Auburn University 2009 — 2010
Masters, Accountancy
Temple University - Fox School of Business and Management 2005 — 2009
Bachelors, Business, Accounting
digiBlitz Technologies February 2010 - September 2012
State Street January 2009 - January 2010
Pro Staff April 2007 - September 2008
Skills
Business Process, PeopleSoft, Financial Analysis, Program Management, Business Analysis, Project Management, Accounting, Databases, Microsoft Office
Education
Avila University 2007 — 2009
MBA, Finance
Truman State University 2001 — 2005
Bachelor of Science, Business
St. Pauls Methodist School
Tema Secondary School
State Street February 2012 - Present
Sun Life Financial May 2009 - January 2011
State Street Corporation February 2007 - March 2009
GCom2 Solutions December 2004 - February 2007
Fidelity Investments May 2002 - May 2004
Sector Focus and International January 1994 - January 2002
Skills
Analysis, Risk Management, Accounting, Management, Auditing, Process Improvement, Training, Finance, Portfolio Management, Strategic Planning, Internal Controls, Financial Services, Mutual Funds
Education
Assumption College 1988 — 1992
BA, Management
State Street May 2012 - Present
State Street January 2007 - May 2012
Putnam Investments October 2006 - January 2007
Skills
Corporate Finance, Fund Accounting, Hedge Funds, Mutual Funds, Accounting, Corporate Actions, Financial Analysis, Equities, Portfolio Management, Bloomberg, Account Reconciliation, Analysis, Securities, Fixed Income, General Ledger, Derivatives
Education
Assumption College 2002 — 2006
Bachelor, Marketing, Finance (minor)
Seekonk High School 1999 — 2002
State Street March 2009 - May 2013
State Street March 2007 - March 2009
State Street August 2003 - March 2007
Education
Assumption College 1999 — 2003
Bachelors, Business Communications
State Street April 2012 - Present
State Street March 2011 - March 2012
State Street March 2009 - February 2011
Education
University of Massachusetts, Amherst 2005 — 2008
Assumption College 2004 — 2005
Croda Inc. November 2004 - Present
Hackettstown Regional Medical Center 2001 - 2004
State Street 1998 - May 2000
The MENTOR Network 1996 - 1998
Skills
Human Resources, Employee Relations, HR Policies
Education
Assumption College 1991 — 1995
Bachelor of Arts (BA), Social and Rehab. Services & Psychology
Village Shalom 2013 - 2015
State Street January 2011 - December 2012
Murang'a South Water & Sanitation Company January 2005 - January 2010
Skills
Account Reconciliation, Accounting, Accounts Payable, General Ledger, Bank Reconciliation, Financial Analysis, Auditing, journal analysis, Accounts Receivable, Derivatives, Microsoft Office, Microsoft Excel, QuickBooks, PowerPoint, Financial Statements, Financial Reporting, Financial Accounting
Education
The University of Kansas 2013 — 2013
Associate's Degree, Accounting
Avila University 2010 — 2012
Master of Business Administration (MBA), Major in Accoutning
Nakuru High
Nakuru High
Nakuru High
Allstate March 2012 - Present
State Street 2007 - 2011
State Street 2004 - 2007
State Street 2003 - 2004
State Street 2001 - 2003
Skills
Financial Reporting, Mutual Funds, Investments, Accounting, Fund Accounting, Auditing, Valuation, Account Reconciliation, Financial Services, Microsoft Word
Education
Ateneo de Manila University
BS, Management
Regions Financial Corporation April 2014 - Present
DST Health Solutions December 2013 - April 2014
State Street May 2012 - November 2013
Coastal Phoenix Investments, LLC May 2010 - June 2012
Reznick Group April 2006 - May 2010
Reznick Group May 2005 - April 2006
Skills
Financial Modeling, Project Finance, Due Diligence, Financial Analysis, Tax Credits, Real Estate, Affordable Housing, Renewable Energy, Microsoft Excel, Real Estate Financing, Real Estate Transactions, Cash Flow Forecasting, Financial Structuring, Real Estate Economics, Real Estate Development, CPA, Business Valuation, Financial Accounting, Financial Reporting, Valuation, Corporate Tax, Internal Controls, LIHTC, Asset Managment, Mergers, Property Tax, Income Tax
Education
Auburn University 2004 — 2005
Master of Accountancy
Auburn University 2000 — 2004
BSBA, Accountancy
J.P. Morgan February 2015 - Present
State Street December 2014 - February 2015
State Street October 2013 - November 2014
PrimeLending May 2011 - August 2011
Skills
Microsoft Excel, Time Management, Finance, Leadership, Management, Capital Markets, Financial Modeling, Bloomberg, Equities, Fixed Income, Risk Modeling, Public Speaking, Microsoft Office, Derivatives, Social Media, Financial Services
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Finance
Bishop Lynch High School 2005 — 2009
Clinton Health Access Initiative, Inc. February 2015 - Present
State Street May 2012 - September 2012
Dunkin' Brands December 2011 - July 2012
Harvard Kennedy School Of Government, Office of Career Advancement June 2011 - August 2011
SocialSphere, Inc. December 2009 - May 2011
Skills
Analytics, Marketing Strategy, Statistics, Qualitative Research, Quantitative Research, Project Management, Marketing
Education
University of York 2012 — 2013
Master of Arts (MA), School of Politics, Philosophy, and Economics: Politics and Development
Assumption College 2008 — 2012
Bachelor of Arts (BA), Political Science, Minor in Foundations of Western Civilization
Mansfield High School '08 2004 — 2008
Northern Trust 2013 - Present
Independent 2013 - 2013
State Street 1993 - 2012
Education
Assumption College 1987 — 1991
Bachelor of Arts, Management
MModal Inc. June 2013 - May 2014
SouthComm Communications September 2012 - February 2013
McKesson Health Solutions 2013 - 2013
Affinion Group 2005 - 2012
State Street June 2002 - March 2004
Covad Communications 1999 - 2001
AmSouth Bank 1997 - 1999
Skills
Financial Analysis, Commercial Collections, Account Reconciliation, Accounts Receivable, Customer Retention, Problem Solving, Collections, Sales, Banking
Education
Auburn University 1983 — 1987
Bachelor of Arts (B.A.), International Trade
PTC June 2014 - Present
State Street October 2013 - June 2014
State Street January 2013 - October 2013
City of Boston June 2012 - August 2012
City of Boston 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Multi Currency Horizon, NAV Alert, Time Management, Multi-tasking Skills, Team Leadership, Accounting, Management, Outlook, Finance, Leadership, Salesforce.com, Training, Research, Communication, Teamwork, Mutual Funds, Team Building
Education
Assumption College 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dean College 2008 — 2010
Associates Degree, Business Administration and Management, General
Boston Latin Academy 2004 — 2008
Cerner September 2014 - Present
State Street February 2014 - September 2014
Kansas City Missouri School District August 2011 - February 2014
US Bank August 2010 - August 2011
Chrysler Financial October 2007 - June 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, 10 Key, Lotus, WordPerfect,..., Audit & Compliance,..., Finance, Financial Reporting, Accounting, Account Reconciliation, Variance Analysis, Analysis, Financial Statements, General Ledger, Auditing, Internal Controls
Education
Avila University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
University of Arkansas at Pine Bluff 2003 — 2007
Bachelor's Degree, Business Administration concentration in Economics
State Street Global Advisors August 2015 - Present
State Street September 2011 - August 2015
Skills
Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Accounting, Investments, Hedge Funds, Financial Reporting, Microsoft Excel, Tax Accounting
Education
Assumption College 2007 — 2011
Bachelor's degree, Economics
State Street July 2013 - Present
Hollencrest Securities, LLC August 2010 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training
Education
University of Phoenix 2012 — 2013
Master’s Degree, Accounting
Auburn University 1999 — 2002
International Business
State Street December 2014 - Present
Fleetmatics November 2013 - November 2014
Avidyne August 2013 - October 2013
Skills
Mathematics, Computer Science, Problem Solving, Learning Quickly, Time Management, Organization, Works well individually, Works well with people, Written & Verbal..., Accounts Payable, Accounting
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Malden Catholic High School 2005 — 2009
High School Diploma
Deloitte September 2011 - Present
State Street August 2010 - August 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Process Improvement, Windows, Outlook
Education
Avila University 2010 — 2011
Master of Accountancy, Accounting
Missouri Valley College 2007 — 2011
Bachelor's of Science, Accounting and Business/Management with emphasis in Finance
BNY Mellon September 2015 - Present
BNY Mellon July 2008 - Present
BNY Mellon December 2006 - July 2008
State Street August 2006 - December 2006
State Street Bank (FKA Investors Bank and Trust) February 2006 - August 2006
State Street (FKA Investors Bank & Trust) April 2005 - January 2006
State Street (FKA Investors Bank & Trust) June 2004 - April 2005
State Street (FKA Investors Bank & Trust) August 2002 - June 2004
Skills
Tax Preparation, Mutual Funds, Tax Returns, Financial Reporting, Finance, Management, Financial Services, Tax Accounting, Financial Analysis, Account Reconciliation
Education
Nichols College 2005 — 2006
Master of Business Administration (MBA)
Assumption College 1998 — 2002
Bachelor's Degree, Business Administration and Management
State Street March 2008 - Present
Fidelity Investments July 2006 - November 2007
First General Realty Corporation July 2005 - June 2006
Education
Assumption College 2001 — 2005
B. A., Economics with a Business Concentration
Boston College High School 1997 — 2001
Diploma