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
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
State Street April 2015 - Present
Northeastern University July 2014 - Present
United States Air Force August 2011 - April 2014
Northeastern University 2014 - 2014
Sheppard Air Force Base July 2009 - November 2010
Sheppard Air Force Base March 2006 - July 2009
Little Rock Air Force Base March 2003 - March 2006
St. John's Medical Center, Tulsa, OK January 2001 - July 2002
Skills
IV, Management, Medicine, Military, Organizational..., Patient Safety, PowerPoint, Program Management, Security Clearance, Surgery, Training, Treatment, Wound Care, EMT, Emergency Medical, Air Force, Employee Relations, Human Resources, Leadership, Leadership Development, Microsoft Office, Organizational..., Policy, Strategic Planning, Team Building, Process Improvement, Team Leadership, Public Speaking, Performance Management, Coaching, Microsoft Excel, Research, Project Management, Mentoring, Military Experience, DoD, Healthcare, Customer Service, Military Operations, Operations Management, Budgets, Interviews, Government, Operational Planning, Employee Training, Onboarding
Education
Northeastern University 2014 — 2015
Master of Arts Homeland Security, Emergency Management and Geographical Informational Systems
Wayland Baptist University 2007 — 2012
Bachelor's Degree, Business Administration
Community College of the Air Force
Associate's Degree, Instructor of Technology and Military Science
Community College of the Air Force
Associate's Degree, Allied Health Science
United States Air Force 2002 — 2014
Associate of Arts (A.A.), Health Services/Allied Health/Health Sciences, General
Barclaycard June 2015 - Present
Barclaycard August 2012 - June 2015
State Street December 2010 - May 2012
Cadence Capital Group 2005 - 2008
Gruss & Co. June 2005 - November 2005
Citco Fund Services 2003 - 2005
BNY Mellon August 2001 - September 2003
The TCW Group August 2000 - September 2003
Toyota Financial Services March 1998 - August 2000
The Alliance Group Venture Capital October 1993 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Management, Microsoft Word, Microsoft Access, Business Analysis, Financial Services, Strategy, ODBC, API, Equities, Fixed Income, Process Improvement, Analysis, Investments, Business Process..., Data Analysis
Education
Columbia University in the City of New York 2008 — 2010
Pre-Medicine/Pre-Medical Studies
University of Redlands
Bachelor of Science (BS), Information Systems
State Street October 2007 - Present
State Street February 2005 - October 2010
Skills
Analysis, Bloomberg, Performance Attribution, Equities, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Derivatives, Financial Markets
Education
Concordia University 1996 — 1999
Bachelor, Finance
iSoftStone February 2015 - Present
State Street March 2010 - January 2015
BNY Mellon November 2009 - December 2009
Fidelity Investments March 1996 - December 2008
BNY Mellon October 1989 - March 1996
Skills
DB2, Business Analysis, SDLC, Vendor Management, Corporate Actions, Management, IT Strategy, SQL, Securities Lending, Tax, Software Project..., Project Management, Requirements Gathering, Requirements Analysis, PMO, Mortgage Lending, Program Management, CRM, Project Portfolio..., Valuation, Project Planning, Leadership, Financial Services, Agile Methodologies, Business Process..., Oracle, Business Requirements
Education
Columbia University in the City of New York
Eugene Lang College at The New School 2010 - Present
Columbia University in the City of New York 2005 - 2014
Heartbeat Experts 2005 - 2005
University of Massachusetts Amherst 2002 - 2004
iXL, Inc. 2000 - 2001
Keane, Inc. 1999 - 2000
State Street 1998 - 1999
Fidelity Investments 1995 - 1998
Skills
Data Analysis, Research, Big Data, Reporting & Analysis, Program Management, Project Management, Business Analysis, Systems Analysis, Communication, Facilitation, Information Technology, Software Development, Consulting, Data Warehousing, Relational Databases, SQL, CRM, SAP, Oracle, Microsoft SQL Server, Sybase, Erwin, Visio, Microsoft Office, Financial Services, Manufacturing, Chinese History, Chinese Culture, Chinese, Intercultural..., Social History, Cultural History, Religious History, Religious Studies, Intellectual History, East Asian Studies, Japanese, French, University Teaching, Higher Education, Publishing
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Chinese History
Columbia University in the City of New York
Master of Philosophy (M.Phil.), Chinese History
University of Massachusetts, Amherst
Master of Arts (M.A.), Chinese Language and Literature
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Chinese Language and Literature
Federal Reserve Bank of Kansas City September 2013 - Present
U.S. Air Force Reserve 2010 - Present
State Street July 2012 - September 2013
State Street July 2010 - July 2012
Allied Barton Security Services February 2010 - July 2010
United States Air Force August 2007 - December 2009
United States Air Force November 2006 - November 2007
United States Air Force November 2005 - November 2006
United States Air Force November 2004 - November 2005
United States Air Force June 2004 - November 2004
Skills
Bloomberg, Banking, Lotus Notes, Access, Accounting, VBA, PeopleSoft, Account Reconciliation, Financial Reporting, Microsoft Excel, Outlook, JCL, Accruals, Ten Key, Insurance, Financial Accounting, 10 Key, PowerPoint, Balance, Law Enforcement..., Report Writing, Self Defense, expert marksman, First Aid, Combat Lifesaver, Hand to Hand Combat, Security Management, Leadership Development, Team Leadership, Tactical Communications, Managerial Skills, Supervisory Experience, Field Supervision, Problem Solving, Emergency Response to..., Security, Force Protection, Air Force, Analytical Skills, Organization Skills, Project Management, Project Planning, Communication Skills, Project Coordination, Employee Training, Microsoft Office, Critical Thinking, Procedure Development, Counterterrorism, Training
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), International Business
DeVry University-Missouri 2010 — 2011
Bachelor of Business Administration (BBA), Accounting
Universtiy of Maryland University College Asia 2007 — 2009
Bachelor's degree, Accounting
Community College of the Air Force 2005 — 2007
Associate of Applied Science, Criminal Justice
EnerNOC June 2015 - July 2015
EnerNOC April 2014 - June 2015
EnerNOC July 2012 - April 2014
EnerNOC July 2010 - July 2012
Cornell University September 2006 - June 2010
State Street 2009 - 2009
MD Sass June 2008 - September 2008
Capital Crossing Servicing Company LLC June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, Business Strategy, Project Management, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Public Speaking, Energy Management, Demand Forecasting, Demand Response, Salesforce.com, Process Engineering, Financial Forecasting, Guided Tours
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Applied Economics and Management
Friends Seminary 2002 — 2006
High School
Citi April 2014 - Present
Citi August 2012 - March 2014
Columbia Business School September 2010 - May 2012
State Street February 2008 - June 2010
Raiffeisen Bank January 2007 - November 2007
Renaissance Capital September 2004 - December 2006
Skills
Financial Modeling, Capital Markets, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Analytics, Equity Research, Foreign Languages, Emerging Markets, Business Valuation, Credit Risk, Asset Management, Investments, Portfolio Management, Finance, Business, Private Equity, Mergers & Acquisitions, Risk Management, Social Networking, Asset Managment, Business Process..., Trading, Alternative Investments
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Business
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2001 — 2007
Master of Science (MS), Computer Science
Chipotle Mexican Grill March 2013 - Present
Northeast Behavior Associates 2010 - 2011
State Street January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Trigonometry, Calculus, Probability, Financial Modeling, Gifted in Mathematics, Gifted in Problem..., Gifted in Logical..., Independent Stock..., Independent Options..., Experienced Poker Winner, Great Smile, Great at Following..., Great at Working..., Efficient and Productive, Friendly to Everyone, Financial Analysis
Education
Rhode Island College 2004 — 2007
Bachelor's degree, Economics
Community College of Rhode Island 1998 — 2000
15 Classes, Business Administration and Management, General, 4.0 GPA while attending CCRI
Synchrony Financial May 2014 - Present
GE Capital Retail Finance March 2013 - May 2014
GE Capital Headquarters July 2012 - March 2013
Goldman Sachs June 2011 - August 2011
State Street October 2009 - July 2010
Custom Grocery Inc October 2005 - February 2010
State Street March 2009 - October 2009
State Street December 2007 - March 2009
One Click Grocery Inc. September 2004 - August 2008
One Click Video LLC July 2003 - July 2005
Skills
Strategy, Valuation, Business Strategy, Start-ups, Business Planning, Entrepreneurship, Marketing Strategy, Management, Marketing, Derivatives, Fixed Income, Pricing
Education
Cornell University 2010 — 2012
MBA, General Management
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science
JPMorgan Chase & Co. November 2014 - Present
State Street May 2014 - November 2014
Thomson Reuters March 2003 - January 2013
Taylor Rafferty July 2002 - September 2002
UBS December 2001 - January 2002
Skills
Derivatives, Fixed Income, Financial Markets, Market Data, Options, Market Risk, Portfolio Management, Equities, Risk Management, Analytics, Product Management, Trading, Financial Risk, Credit Risk, Financial Analysis, Analysis
Education
Columbia University - Columbia Business School 2009 — 2009
Risk Manager Certification
Pace University 2001 — 2002
MBA, Financial Management
Inha University 1994 — 1998
BS, Mechanical Engineering
Tata Communications May 2015 - Present
Tata Communications December 2010 - May 2015
Tata Communications January 2006 - December 2009
State Street January 2001 - January 2004
Skills
VAS, Telecommunications, IP, Product Management, SIP, Managed Services, Mobile Devices, GSM, Wireless, MPLS, Mobile Communications, VoIP, Unified Communications, Product Innovation, Strategic Partnerships, Management, Business Devlopement, Strategy
Education
Concordia University 2012 — 2014
Master of Business Administration (M.B.A.)
McGill University 2006 — 2008
Graduate Diploma, Treasury Management
Université de Montréal - HEC Montréal 1992 — 1996
Bachelor’s Degree, Double Major Finance and Economics
Army National Guard June 2015 - Present
Four Block Foundation 2014 - Present
State Street April 2014 - May 2015
Army National Guard 2011 - February 2015
The Home Depot August 2008 - November 2011
Skills
Investments, Leadership, Analytics, Communication, Team Building, Management, Technical Writing, Close Attention to..., Asset Management, Data Analysis, Calculations, Strategic Financial..., Microsoft Excel, Access, Oracle SQL Developer, Visio, Microsoft Office, Outlook
Education
Northeastern University 2013 — 2016
Bachelor's degree, Finance and Entrepreneurship, 3.2
Community College of Rhode Island 2012 — 2013
Finance, 3.8
State Street March 2005 - Present
Skills
Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fund Accounting
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Operations Research
Liberty Mutual Insurance May 2015 - Present
State Street May 2014 - May 2015
University of Massachusetts Amherst Center for Student Businesses October 2012 - December 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
The Bowery Presents: Boston May 2013 - August 2013
Relix Magazine June 2012 - August 2012
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Retail Sales, Store Operations, Window Displays, Customer Service, Apparel, Cashiering, Photoshop, Social Networking, Sales, Time Management, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Research
Education
Copenhagen Business School 2015 — 2015
Bachelor of Business Administration (B.B.A.), International Finance
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (BBA), Finance (Major), Economics (Minor)
Hingham High School 2009 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
State Street July 2014 - Present
BARC June 2012 - July 2012
ThinkLABS Technosolutions Pvt. Ltd. August 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Creative Writing, Operations Research, Stochastic Calculus, Fundraising, AMPL, R, Data Mining, Mathematical Modeling, Data Analysis, Statistical Modeling, Statistical Data..., Quantitative Analytics, PostgreSQL, Spreadsheets, Financial Accounting, Analysis, Microsoft Word, ProModel
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Applied Operations Research
D.J.Sanghvi College of Engineering (Mumbai University) 2009 — 2013
Bachelor of Engineering (BEng), Electronics Engineering, 4.0
D.G. Ruparel College of Arts, Science and Commerce 2007 — 2009
Intermediate, Science ( Vocation- Computer science ), 93.67%
State Street April 2015 - Present
Eastern Massachusetts Lacrosse Officials Association April 2008 - Present
State Street July 2014 - April 2015
OLSON LEWIS + Architects May 2013 - August 2013
Skills
Project Analysis, Marketing, Advertising, Microsoft Office, Microsoft Excel, Mutual Funds, Client Relations Skills, Stata, Valuation, Investment Strategies, PowerPoint, Illustrator, Photoshop
Education
Connecticut College 2010 — 2014
Bachelor's Degree, Economics, Architectural Studies
Queen Mary, U. of London 2012 — 2012
Economics
Pingree School 2006 — 2010
High School
State Street April 2013 - Present
NDM Legal May 2012 - April 2013
RBC Global Asset Management December 2009 - September 2011
Bank of America August 2006 - December 2009
State Street Bank July 1998 - July 2006
Goodwin Procter LLP September 1995 - July 1998
Skills
Hedge Funds, Investment Management, Infrastructure, Alternative Investments, Asset Managment, Private Equity, Securities, Investments, Equities, Due Diligence, Investment Advisory
Education
Cornell Law School 1992 — 1995
JD
Tufts University 1988 — 1992
BA, History and Classics
Fidelity Investments 2013 - Present
Fidelity Investments February 2011 - September 2013
Fidelity Investments 2007 - February 2011
State Street 2006 - 2007
State Street 2005 - 2006
Rockland Trust 2004 - 2005
Royal Bank of Scotland 2002 - 2004
Royal Bank of Scotland 2001 - 2002
Motorola 1999 - 2001
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Investments, Management, Economics, Leadership, Project Planning, Treasury, Financial Analysis, Financial Services, Strategic Financial..., Mutual Funds, Portfolio Management, Risk Management
Education
Cornell University
Johnson & Wales University
Suffolk University
State Street January 2011 - Present
eBay Inc January 2009 - August 2009
UBS AG January 2001 - December 2008
Mercer Human Resources Consulting September 1989 - January 2001
Towers Perrin September 1977 - September 1989
Skills
Employee Benefits, Pensions, Executive Pay, Deferred Compensation, HR Consulting, Mergers & Acquisitions, Defined Benefit, CRM
Education
Columbia University in the City of New York
MS, Mathematical Methods and Operations Research
Queens College 1974 — 1974
BA, Mathematics
MetroPCS October 2013 - Present
MetroPCS October 2011 - October 2013
Independence Blue Cross January 2008 - March 2011
State Street 2006 - 2007
GMAC Commercial Mortgage September 2004 - March 2005
Com-Pak Services 1999 - 2001
Unified Computer Solutions, Inc. (UCS) 1999 - 1999
Skills
Reconciliation, Financial Reporting, General Ledger, Financial Analysis, Accounting, Strong Analytical Skills, Excellent..., Strong Customer..., Computer Proficiency, Windows NT Workstation,..., Microsoft Office Suite..., MS Visual Basic, Seagate Crystal Reports, PeopleSoft Financials 8, Enterprise Portfolio..., Microsoft SQL Server..., Microsoft Access 7.0, Microsoft SQL, Internal Controls, Auditing, Accruals, Finance, Crystal Reports, Account Reconciliation, Microsoft Excel, Visual Basic, PowerPoint, Access, Microsoft SQL Server, GAAP, Accounts Payable
Education
Temple University - Fox School of Business and Management 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Community College of Philadelphia 1997 — 1999
Associates Degree in Liberal Arts
School of Information Technology (SIT)/ CSC Institute
State Street November 2013 - Present
State Street Bank January 2010 - Present
State Street Bank July 2008 - January 2010
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, ETFs, Investments, Financial Services, Asset Managment, Financial Markets
Education
Connecticut College 2004 — 2008
BA, Economics, Government
Brooks School 2001 — 2004
Diploma
AIESEC Canada January 2015 - Present
Community Volunteer Income Tax Program (CVITP) May 2014 - Present
Concordia University - John Molson School of Business February 2013 - Present
State Street May 2015 - August 2015
John Molson MBA International Case Competition January 2015 - January 2015
Elections Quebec April 2014 - 2014
Inditex June 2012 - September 2012
Centre SANTE pharmacie Loblaws July 2011 - November 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Event Planning, Clerks, Organization &..., Engaging Public Speaker, PowerPoint, Advising People, Project Management, Microsoft Excel, Accounting, Public Speaking, Data Entry, Team Leadership, Leadership, Communication, Time Management
Education
Concordia University 2011 — 2014
Bachelor of Commerce (BCom), Major in Finance, Minor in Financial Reporting
Champlain College St-Lambert 2009 — 2011
DEC, Commerce
State Street July 2015 - Present
State Street Global Advisors June 2014 - March 2015
State Street Global Advisors July 2013 - December 2013
DHL Express May 2012 - July 2012
Skills
Microsoft Excel, Tableau, Spotfire, MATLAB, C++, Visio, Microsoft Access, Lean, Six Sigma, Data Analysis, R&D, Microsoft Word
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Industrial Engineering, Minor in Mathematics
Columbia University in the City of New York
Summer Program, Engineering Design via Community Service Projects
State Street December 2013 - May 2014
Reebok January 2013 - July 2013
Skills
Press Releases, Media Relations, Editing, Public Relations, Public Speaking, Leadership, Publishing, Research, Sports, Sports Writing, Athletics, Team Management, Radio Broadcasting, Statistics, Social Media
Education
Cornell University
Master's Certification, Human Resources Management and Services
Union College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature
State Street July 2012 - Present
Simon Kucher & Partners June 2011 - July 2012
Qwest Communications January 2010 - June 2011
Qwest Communications January 2008 - January 2010
Cornell University Division of Financial Affairs May 2006 - November 2007
Cornell University Athletics 2004 - 2007
Warner Brothers Studios April 2004 - September 2004
Skills
Marketing Strategy, Contract Negotiation, Price Optimization, Financial Analysis, Budgeting, Budgets, Competitive Analysis
Education
Cornell University 2005 — 2007
MS, Communication
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance/Private Equity
Cornell University 2002 — 2005
BS, Applied Economics, Communication, French
Voya Financial 401k accountingING U.S.2008 - 2013
CitiStreet 2001 - 2008
State Street 2000 - 2001
Skills
Accounting, 401k, Financial Analysis, Risk Management, Financial Services
Education
Community College of Rhode Island
State Street July 2015 - Present
Dynamic Funds April 2013 - Present
Dynamic Funds October 2012 - Present
CIBC May 2011 - October 2012
Future Shop May 2010 - May 2011
Bank of Montreal May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Coins, Banking, Teamwork, Customer Service, Home Equity Lines of..., Consumer Lending, Lines Of Credit, Financial Services, Investments, Retail Banking, Residential Mortgages, Credit
Education
Concordia University 2008 — 2011
BA, Administration, Finance
Vanier College 2005 — 2007
College diploma, Commerce
LionGuard Capital Management Inc. July 2014 - Present
Lombard Odier July 2010 - September 2012
Bimcor December 2002 - October 2009
ALCAN ADMINCO, INC September 1997 - December 2002
State Street January 1996 - September 1997
NATIONAL TRUST January 1994 - January 1996
Skills
Equities, Equity Trading, Derivatives, Options, Bloomberg, Charles River IMS, Risk Management, Management, Futures, Microsoft Excel, Triton, Building Relationships, Pension Consultant, Trading, Portfolio Management, Investments, Capital Markets, Hedge Funds, Asset Management, Financial Markets, Securities, Financial Services, Alternative Investments, Trading Systems, Investment Strategies, Electronic Trading, Technical Analysis
Education
McGill University 2013 — 2013
Executive Development Course, Business Administration and Management, General
Moody's Corporation 2003 — 2012
Derivatives Market Specialist, Risk Management
Securities Training Corporation (US) 2010 — 2011
Registered Options Principal (Series 4); General Securities Registered Representative (Series 37), Equity/Option
CBOE Options Institute 2006 — 2006
Options for Portfolio Management & Institutional Investors
John Molson School of Business 2005 — 2005
Management Essentials
Concordia University
B.A, Economics; History
LeapFrog Systems August 2014 - Present
Dell March 2013 - August 2014
Staples October 2012 - February 2013
e-Dialog December 2011 - October 2012
Vantage Software April 2010 - January 2012
Food for Thought 2000 - 2012
Nokia December 2009 - April 2010
State Street 1992 - 2009
Skills
PMP, Project Management, MS Project, Quality Assurance
Education
Quality and Productivity 2009 — 2009
Columbia University in the City of New York 1976 — 1979
Computer Science
SSDS
NISA Investment Advisors, L.L.C. March 2015 - Present
State Street November 2013 - September 2014
AllianceBernstein September 2007 - November 2013
AEGON Americas January 2002 - September 2007
Skills
Hedge Funds, Investment Management, Asset Management, Portfolio Management, Mutual Funds, Morningstar, Alternative Investments, Asset Allocation, Institutional..., Investment Strategies, Series 7, ETFs, Fixed Income, Securities, Equities, Financial Services, Investments
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Columbia University in the City of New York 1982 — 1986
BA, History
O'Connor & Drew, P.C. October 2012 - Present
State Street April 2010 - September 2012
State Street June 2008 - March 2010
Sustainable Braintree Inc November 2008 - December 2009
State Street June 2006 - May 2008
State Street June 2003 - May 2006
State Street June 1997 - May 2003
United States Air Force September 1993 - June 1997
Skills
ITIL, Business Continuity, IT Audit, Virtualization, Security, Internal Audit, Windows Server, Active Directory, Data Center, Sarbanes-Oxley Act, Information Technology, Disaster Recovery, Risk Assessment, Risk Management, Information Security, VMware ESX, Network Security, Integration, Enterprise Architecture, IT Management, ISO, Unix, ISO 27001, Open Systems, VMware, Internal Controls, Vulnerability Assessment, Solaris, Enterprise Software, CISSP, System Deployment, Servers, Perl, AIX, Information Security..., COBIT, COSO, ITGC, Consolidation, Microsoft Certified..., Governance, CISA, Service Delivery Manager, Wintel, MOUS, Windows Server 2003, Management
Education
University of Massachusetts Boston 2006 — 2010
University of Massachusetts Lowell 1996 — 1997
Western New England University 1996 — 1997
University of Maryland College Park 1994 — 1996
AA
Community College of the US Air Force 1994 — 1995
AA
State Street July 2014 - Present
Kerr Financial April 2010 - July 2014
Airborne Entertainment September 2009 - August 2010
English Montreal School Board September 2009 - January 2010
Skills
Asset Management, Investments, Accounting, Financial Analysis, Finance, Economics, Stock Valuation, Securities, Financial Advisory, Financial Planners, Wealth, Mutual Funds, Portfolio Management, Strategic Financial..., Equities, Wealth Management, Investment Management, Bloomberg, Asset Allocation, Trading
Education
Canadian Securities Institute 2010 — 2011
CSC, Canadian Securities
Concordia University 2006 — 2010
B.Admin, Accountancy
Dawson College 2002 — 2005
Pure & Applied Sciences, Sciences
Baker and Baker Professional Corporation August 2011 - Present
Law Office of Gene C. Colman October 2009 - August 2011
Blake, Cassels & Graydon LLP May 2007 - June 2009
Aon May 2006 - April 2008
State Street January 2002 - August 2004
Skills
Litigation, Legal Writing, Legal Research, Family Law, Courts, Pleadings, Civil Litigation, Legal Advice, Motions, Corporate Law, Property Law
Education
McGill University 2004 — 2008
LL.B/BCL, Law
Concordia University 2000 — 2004
B. Comm, Finance
Kuper Academy
KPMG October 2013 - Present
State Street January 2011 - October 2013
T-Mobile USA September 2008 - December 2010
Boisvert Lawn Care January 2000 - January 2008
Al Packer Ford January 2006 - November 2006
Skills
Negotiation, Access, Financial Analysis, Microsoft Excel, Sales Management, Accounting, Customer Service, Microsoft Office, Banking, Sales, Analysis, Forecasting, Finance, Budgets, PowerPoint, Leadership, Microsoft Word
Education
Rhode Island College 2008 — 2010
BS, Finance
Community College of Rhode Island 2007 — 2008
AS, Business Management
Northwood University
Aon Hewitt June 2014 - Present
Voya Financial January 2014 - June 2014
ING July 2008 - June 2014
CitiStreet April 2005 - July 2008
CitiStreet August 2001 - April 2005
State Street August 1997 - August 2001
Education
Concordia College 1992 — 1996
BA, Elementary Education
Bank of Americal Merrill Lynch October 2010 - January 2012
State Street Banking Corp. February 2001 - February 2009
State Street February 2001 - February 2009
BT to Deutsche Bank October 1996 - February 2001
Bankers Trust October 1995 - October 1996
Global Securities Services April 1994 - October 1995
Manufacturers Hanover (now JPMorgan Chase) December 1991 - September 1993
Manufacturers Hanover (now JPMorgan Chase) September 1989 - December 1991
Skills
Settlement, Software Documentation, SDLC, Sales, Securities, Financial Services, Management, Banking, Corporate Actions, Fixed Income, Global Custody, Investments, Leadership, Strategy, Portfolio Management, Trading, Derivatives, Equities
Education
Baruch College
Accounting
Columbia University in the City of New York
New York City Technical College
Data Processing
University of Santo Tomas
Medical Technology (Pre-Med)
State Street 2014 - Present
Fidelity Investments - FMRCo Performance Attribution Group 2007 - March 2013
Fidelity Management & Research Co and Fidelity Management Trust Co (now Pyramis Global Advisors) 1990 - 2007
Skills
Investment Strategies, Mutual Funds, Equity Research, Investment Management, Performance Attribution, Analysis, Portfolio Management, Investment Analysis, Asset Allocation..., Institutional Accounts, Fund Analysis, Market Analysis, Peer Group Analysis, Style Analysis, ETFs, Portfolio Analytics, Client Communications, MS Office, SharePoint, FactSet, Morningstar, Strategic Insight, Fund of Funds, Financial Services, Performance Analysis
Education
Cornell University
MBA, Concentration in Finance
Middlebury College
AB, Major in Economics
State Street September 2014 - Present
Ernst & Young January 2013 - September 2014
Eaton Vance April 2010 - January 2013
State Street June 2008 - May 2010
Skills
Bloomberg, Portfolio Management, Financial Modeling, Microsoft Excel, Capital Markets, Asset Management, Valuation, Financial Services, Fixed Income, Hedge Funds, Investments
Education
McGill University 2004 — 2008
BComm, Finance, International Business
Copenhagen Business School 2007 — 2007
International Business
Bloomberg LP February 2013 - Present
State Street November 2012 - December 2012
Golden Seeds April 2012 - August 2012
AIESEC June 2008 - September 2008
Skills
VBA, Matlab, Valuation, SAS, Bloomberg Terminal, Machine Learning, C++, Data Analysis, Quantitative Finance, Statistics, Microsoft Office, CFA, Mandarin, R, Financial Modeling, Fixed Income
Education
Columbia University in the City of New York 2011 — 2013
M.A., Statistics
Xi'an Jiaotong University 2009 — 2011
B.S., Quantitative Economics and Finance
Xi'an Jiaotong University 2007 — 2009
B.S., Microelectronics
Suzhou High School 2004 — 2007
MMI Montreal Medical International Inc. August 2013 - Present
Consultation DG May 2012 - July 2013
BMO Capital Markets 2008 - April 2012
Deloitte October 2006 - March 2008
State Street April 2006 - September 2006
Caterpillar August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Corporate Tax, Transfer Pricing, Tax Advisory
Education
HEC Montréal 2011 — 2013
Master of Laws (LL.M.), Taxation
Concordia University 2005 — 2008
MBA/CFA, Investment Management
McGill University 2000 — 2004
Bachelor, Electrical Engineering
Principal Financial Group March 2015 - July 2015
HomeServices Lending, LLC September 2014 - January 2015
State Street February 2014 - July 2014
HSBC Global Banking and Markets January 2013 - February 2014
Deloitte August 2011 - October 2012
Accenture April 2010 - August 2011
Goldman Sachs May 2008 - April 2010
United States Marine Corps 1997 - 2004
Education
Columbia University in the City of New York 2005 — 2008
Smith Dawson & Andrews May 2008 - May 2010
State Street September 2007 - May 2008
The Students' English Times June 2004 - January 2006
Education
Cornell University 2010 — 2012
MPS, International Agriculture and Rural Development
State Street August 2015 - Present
CIRANO Institute October 2009 - August 2015
Concordia University September 2006 - April 2015
Motorola March 2005 - August 2006
Motorola April 2003 - August 2006
Skills
Credit Risk, Economic Capital, Counterparty Risk, Credit Concentration..., Credit Rating Migration, Monte Carlo Simulation, Model Validation, Bloomberg, Matlab, R, MySQL, Access, MS SQL, SAS, French, English, Mandarin, V&V, Data Analysis, Econometrics, Statistics, Microsoft Excel, Economic Research, Microsoft SQL Server, Quantitative Analytics, Analysis, Risk Management, Financial Analysis, Stata, Statistical Modeling, Economics
Education
Concordia University 2006 — 2015
PhD, Credit Risk, Financial Economics
Tianjin University 2000 — 2003
Master of Science (MS), Management
Tianjin University 1996 — 2000
Bachelor of Business Administration (BBA), Bechelor of Arts -- English
State Street September 2014 - Present
Equinox September 2013 - Present
State Street July 2013 - September 2014
State Street June 2012 - July 2013
Fitcorp Private Fitness Centers - A Division of Town Sports International January 2013 - June 2013
Athletic Center January 2012 - June 2012
The Economics of Visual Culture: Group Study September 2011 - May 2012
Art History Student Advisory Board September 2010 - May 2012
Art History and Architectural Studies Symposium February 2012 - February 2012
Richard L. Feigen & Co. July 2011 - August 2011
Skills
Sales, Fundraising, Research, Event Planning, CRM, Microsoft Office, Mac, Microsoft Excel, Art, Facebook, Visual Merchandising, Event Management
Education
Connecticut College 2009 — 2012
Bachelor of Arts, Art History
CET Siena, Italy
Art History and Italian Studies
St. Lawrence University 2008 — 2009
Cranbrook Kingswood 2005 — 2008
Top Tier Capital Partners April 2015 - Present
Monitise August 2014 - February 2015
Monitise September 2012 - February 2015
Monitise May 2012 - February 2015
State Street October 2011 - May 2012
Gertrude H. Sergievsky Center at Columbia University May 2010 - May 2011
Skills
Strategy, Start-ups, Mobile Payments, Analysis, Mobile Technology, Valuation, Research, Payments, Microsoft Excel, PowerPoint, Data Analysis, Emerging Markets, Business Analysis, Social Media, Pricing Strategy, Statistics
Education
Connecticut College
B.A., Biochemistry, Molecular and Cellular Biology
State Street February 2015 - Present
National Bank of Canada July 2012 - February 2015
Tim Hortons October 2005 - June 2011
Skills
Teamwork, Time Management, Customer Service, Banking, Finance, Customer Experience, Team Leadership, Sales, Business Analysis, Analysis, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Microsoft Office, Social Media
Education
Concordia University 2010 — 2014
Bachelor of Commerce (BCom), Finance and International Business
DOLCE&GABBANA S.r.l November 2014 - Present
Hermes of Paris Inc. May 2013 - November 2014
Valentino January 2012 - May 2013
Christian Dior September 2010 - January 2012
State Street May 2010 - September 2010
Babson Consulting Alliance Program September 2009 - May 2010
Gucci April 2007 - August 2009
Skills
Market Research, Business Development, Project Management, Sales, Market Analysis, CRM, Management, Marketing, Retail, Marketing Strategy, Product Management, Fashion, Inventory Management, Visual Merchandising, Merchandising, Leadership
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2009 — 2011
Master, Business Administration
Connecticut College 1999 — 2003
BA, English Literature and Philosophy
JOHN CABOT UNIVERSITY 2002 — 2002
Italian and Philosophy
In Transition November 2014 - Present
State Street 2012 - 2014
State Street 2008 - 2012
State Street 2002 - 2008
Deutsche Bank 1999 - 2002
Segal Advisors 1994 - 1999
Skills
Fixed Income, Microsoft Excel, Derivatives, Securities, Asset Allocation, Equities, Relationship Management, Performance Measurement, Asset Management, Portfolio Management, Alternative Investments, Performance Attribution, Mutual Funds, Investments, Bloomberg, Financial Modeling, Hedge Funds, Asset Managment, Financial Analysis, Valuation, Financial Services, Risk Management, Capital Markets
Education
Columbia University in the City of New York 1990 — 1994
Bachelor of Science (BS), Industrial Engineering
Bloomberg LP September 2013 - Present
Army National Guard May 2013 - Present
R3Group June 2006 - Present
Urban Edge December 2011 - December 2013
Bain Capital July 2010 - May 2013
Mottley's Comedy Club September 2008 - February 2012
State Street March 2009 - July 2010
Boston Entertainment Group March 2002 - December 2009
KVL Audio Visual Services February 2007 - February 2009
Comedy Lounge February 2005 - February 2008
Skills
Video Conferencing, AV, Event Management, Audio Engineering, Event Planning, Corporate Events, Video, Project Management, Entrepreneurship, Leadership, Technology, Mentoring, Small Business, Tandberg, Unified Communications, Telecommunications, Training, Cisco Technologies, Digital Signage, Networking, Security, IT Operations, Network Design, Streaming Media, Windows 7, Virtualization, VPN, Firewalls, Strategic Planning, Strategic Partnerships, Information Technology, SaaS, Team Leadership, Vendor Management, Start-ups, Management, Salesforce.com, CRM, E-commerce, ITIL, Technical Support, Business Planning, Marketing
Education
Columbia University in the City of New York 2015 — 2016
Masters of Science, C-Level Technology Management
Northwestern University 2011 — 2014
MSIS, Information Systems, 4.0
Southern New Hampshire University 2010 — 2011
MBA, Business Administration, 3.95
Northeastern University 2001 — 2006
BS, Music Industry, Electrical Engineering, Business Admin
Strath Haven High School 1997 — 2001
Diploma
State Street August 2015 - Present
Tyrian Bull March 2015 - August 2015
Columbia University in the City of New York September 2014 - December 2014
Tommy Hilfiger June 2014 - August 2014
WITOP Research January 2013 - March 2013
Apple July 2012 - August 2012
HSBC January 2012 - March 2012
Skills
Data Analysis, R, Excel, Microsoft Excel, Matlab, VBA, Statistics, Data Mining, Marketing Research, C#, SPSS, SAS, Microsoft SQL Server, Teamwork, Quantitative Analytics, Statistical Modeling, Economics, Research
Education
Columbia University in the City of New York 2013 — 2014
Candidate for Master of Arts (M.A.), Statistics, 3.7/4.0
Renmin University of China 2009 — 2013
Bachelor of Economics, Statistics
Huiwen High School 2006 — 2009
Nuts
Palisade Capital Management June 2015 - August 2015
State Street August 2013 - July 2014
University of Massachusetts Amherst January 2011 - May 2013
CHINA CITIC BANK June 2012 - July 2012
UMass House Council Programming Board September 2011 - May 2012
Skills
Statistics, Microsoft Excel, Data Analysis, R, Microsoft Word, Mandarin, Market Research, PowerPoint, Outlook, Cantonese, Economics, Java, Access, Analysis, Microsoft Office, Minitab, Photoshop, Research, Matlab, SAS
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Statistics, 3.77
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.) & Bachelor of Science (B.S.), Finance & Actuarial Science, 3.64
State Street April 2009 - Present
Education
Cornell University 1983 — 1987
B.S. Industrial and Labor Relations
Cornell Student Assembly August 2012 - Present
Deutsche Bank June 2014 - Present
AIDS Week September 2013 - March 2015
Big Red Shuttle September 2013 - June 2014
Risley Residential College at Cornell University August 2013 - June 2014
Belltower Books LLC May 2014 - May 2014
Ebb Tide May 2013 - August 2013
Good Friends Cafe May 2012 - August 2013
State Street December 2012 - January 2013
the Student Leadership Training Program September 2009 - July 2012
Skills
Public Speaking, Data Analysis, Social Media, Fundraising, Strategy, Leadership, Research, Leadership Development, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Human Resources, Teamwork, Employee Relations, Organizational..., English, Legal Research, Recruiting, Organizational..., Nonprofits, Strategic Planning, Creativity Skills
Education
Cornell University 2012 — 2016
Bachelor's Degree, Labor and Industrial Relations with Minors in Economics and Business, 3.74
Algonquin Regional High School 2008 — 2012
High School, AP Scholar with Distinction, Rank 7 of 333 graduating class
McKesson Canada February 2013 - Present
Green Mountain Coffee Roasters June 2011 - January 2013
Air Inuit March 2009 - June 2011
Computershare February 2006 - September 2008
State Street September 1999 - February 2006
Education
Concordia University 1994 — 1997
Bachelor's degree, Finance, General
State Street June 2015 - Present
SS&C GlobeOp 2012 - May 2015
Terrapin Asset Management 2009 - 2012
Merrill Lynch 1996 - 2001
Delta National Bank 1994 - 1996
Skills
Hedge Funds
Education
Columbia University - School of International and Public Affairs
MA, International Business
The London School of Economics and Political Science (LSE)
International History
Wellesley College
BA, Political Science
Cutter Associates August 2014 - Present
Acadian Asset Management January 2014 - August 2014
Acadian Asset Management November 2012 - December 2013
State Street Global Markets May 2012 - November 2012
State Street Global Markets September 2010 - November 2012
State Street June 2008 - August 2010
Skills
Investments, Portfolio Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Securities, Hedge Funds, Asset Management, Derivatives, Financial Modeling, Fund Accounting, Financial Services
Education
Connecticut College 2004 — 2008
Economics & Applied Statistics, Major
TIAA-CREF April 2014 - Present
State Street February 2012 - April 2014
Morgan Stanley June 2007 - February 2012
Credit Suisse July 2003 - June 2007
Accenture January 1998 - July 2003
Nautica June 1997 - January 1998
Skills
Application Design, Software Implementation, Asset Management, Analysis, Private Equity, Real Estate Private..., Project Management, Asset Managment, Financial Analysis, SDLC, Analytics, Alternative Investments, Software Design, IT Strategy, Investments, Strategy, Databases, Management, Software Project..., Financial Services, Business Analysis, Leadership, Product Management, Executive Management
Education
University of Pennsylvania
MSE, Technology Management
Cornell University
BA, Biology
State Street 2005 - February 2015
International Fund Services 1997 - 2005
Softech 1996 - 1997
Ernst & Young 1994 - 1996
SG Warburg 1990 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Entrepreneurship, Financial Services, Fixed Income, Private Equity, Risk Management, Mutual Funds, Derivatives, Capital Markets, Investments, Asset Management, Management, Portfolio Management
Education
Columbia University in the City of New York 1982 — 1984
Master's Degree
Columbia University in the City of New York 1977 — 1981
Bachelor's Degree
State Street August 2011 - Present
State Street June 2009 - July 2011
State Street March 2009 - June 2009
Fidelity Investments March 2008 - February 2009
Fidelity Investments August 2002 - February 2008
Fidelity Investments January 2001 - July 2002
Fidelity Investments January 1999 - January 2001
Fidelity Investments November 1997 - December 1998
Fidelity Investments January 1994 - October 1997
Fidelity Investments September 1992 - December 1993
Skills
Enterprise Architecture, Enterprise Software, Leadership, Program Management, Risk Management, Security, Start-ups, Strategy
Education
Connecticut College 1983 — 1987
BA, Economics
Lord, Abbett & Co. LLC April 2013 - Present
State Street 2012 - April 2012
Morgan Stanley 2009 - 2012
Morgan Stanley 2008 - 2009
Morgan Stanley 2005 - 2008
JPMorgan 2001 - 2005
Skills
analyzing data, managing tasks, Able To Multi-task, Organizing, Creative Problem Solving, Prioritization, Teamwork, Securities Lending, Excel, Back Office, Client Service, Global Custody, Cognos, Risk Management, Spanish, Microsoft Office, Settlement, Reconciliation, Bloomberg, PowerPoint, Fixed Income, Project Management, Data Analysis, Operational Risk, Microsoft Excel, Equities, Finance, Bonds, Financial Risk, Investments, Structured Products, Credit Derivatives, Securities, Account Reconciliation
Education
Columbia University in the City of New York 1987 — 1990
Bachelor of Science, Economics
A.T. Kearney May 2015 - July 2015
State Street February 2013 - May 2013
State Street January 2012 - January 2013
State Street January 2011 - December 2011
State Street July 2010 - December 2010
State Street March 2010 - June 2010
Center for Sport in Society October 2009 - February 2010
Skills
Economics, Business Strategy, Data Analysis, Excel, Spotfire, SharePoint, PowerPoint, Word, Analysis, English, Team Leadership, Negotiation, Strategic Planning, Research, Spanish, Problem Solving, Writing, Project Management, Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2009
Bachelor of Arts (BA), International Relations and Affairs
Brookline High School 2002 — 2005
S&P Capital IQ May 2013 - Present
S&P Capital IQ December 2012 - May 2013
Capital IQ November 2011 - December 2012
Royal Bank of Scotland September 2009 - October 2011
Brown Brothers Harriman July 2007 - June 2009
State Street September 2006 - July 2007
Skills
Relationship Management, Fixed Income, Sales, Account Management, Equities, Salesforce.com, Investment Banking, Capital IQ, Business Development, Mutual Funds, Trading, Financial Modeling, Strategic Planning, Financial Analysis, Entrepreneurship, New Business Development, Competitive Analysis, Strategy, Valuation, Creative Strategy, Business Strategy, Derivatives, Competitive Intelligence, Competitive Advantage, Competitive Strategies, Market Intelligence, Strategic Selling, CRM
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Entrepreneurship, Economics, Strategy, and Finance
Northeastern University - Graduate School of Business Administration 2008 — 2009
Certificate of Managment, Economics & Finance
Connecticut College 2002 — 2006
B.A., Economics, American Studies
University of Edinburgh 2004 — 2004
Study Abroad, Economics
Thayer Academy 1998 — 2002
High School
State Street September 2014 - Present
CIBC February 2012 - May 2014
CIBC August 2010 - February 2012
Skills
Technical Analysis, Fundamental Analysis, Capital Budgeting, Derivatives, Finance, Commercial Banking, PowerPoint, Bloomberg Terminal, Financial Modeling, Portfolio Management, Corporate Finance, Financial Analysis, Valuation, Mutual Funds, Economics, FX Options
Education
Concordia University 2007 — 2014
B.Comm with Distinction, major Honours in Finance, minor International Business
Marianopolis College 2005 — 2007
DEC, Commerce
Citco Fund Services July 2011 - Present
Citco Fund Services December 2009 - June 2011
Italian Mezzanine 2008 - 2008
Citco Fund Services August 2005 - September 2007
State Street 2004 - 2005
SAVE-INVEST LTD January 1999 - January 2000
PARTNER LTD 1997 - 1999
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Databases, Fund Accounting, Hedge Funds, Aexeo, Derivatives, Alternative Investments, Equities, Valuation, Financial Modeling, Mutual Funds, Fixed Income, Fund Administration, Financial Analysis, Bloomberg Terminal, Investments, Private Equity, Analysis, Capital Markets, Securities, Due Diligence, Financial Services
Education
SDA Bocconi 2007 — 2008
MBA, Finance
Concordia University 2000 — 2003
BComm, Finance
UNIVERSITY OF INTERNATIONAL LAW AND ECONOMICS 1995 — 1999
Ecomonics
State Street June 2015 - Present
The Dance Academy of Somers September 2007 - Present
Electric Insurance Company September 2014 - December 2014
MiddleOak May 2014 - August 2014
MiddleOak September 2013 - August 2014
MiddleOak June 2013 - August 2013
Vernon Parks and Recreation June 2012 - August 2012
Mr. Sparkle Car Washes Inc. June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Social Networking, Outlook, Insurance, Leadership, Experience Working with..., Dance Education, Dance, Team Building, Coaching, Microsoft Word, Customer Service
Education
Endicott College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Finance, 3.80
Connecticut College 2011 — 2012
State Street January 2014 - Present
Skills
Political Science
Education
Columbia University in the City of New York 2007 — 2012
BA, Political Science
Noble and Greenough School 2003 — 2007
High School Diploma
Steppingstone Foundation
Cetrulo LLP June 2013 - Present
McDonough, Hacking & Lavoie, LLC November 2011 - June 2013
Northeastern University September 2011 - November 2011
Cetrulo & Capone March 2011 - May 2011
Donovan Hatem LLP September 2010 - November 2010
Massachusetts Securities Division, Office of the Secretary of the Commonwealth March 2010 - May 2010
Massachusetts Superior Court September 2009 - November 2009
State Street February 2008 - July 2008
Assante Wealth Management January 2007 - August 2007
VK Marketing Services, Ltd. May 2005 - August 2005
Skills
Civil Litigation, Economics, Insurance Law, French, International Law, Toxic Tort, International Trade, Legal Discovery, Political Science, Legal Research, Appeals, Legal Writing, Litigation
Education
Northeastern University School of Law 2009 — 2011
Juris Doctor, Law
Concordia University 2002 — 2006
B.A., Economics
United Way of Massachusetts Bay & Merrimack Valley September 2009 - Present
State Street August 1997 - March 2009
PictureTel 1995 - 1997
Polaroid 1990 - 1995
Prime Computer 1984 - 1990
Skills
Mergers & Acquisitions, Investments, Venture Capital, Financial Analysis, Management, Risk Management, Financial Reporting, Finance, Strategic Planning, Strategy, Business Development, Budgets, Start-ups, Leadership, Managerial Finance, Analysis, Cross-functional Team..., Relationship Management, Program Management, Business Strategy, Process Improvement
Education
Columbia University - Columbia Business School
MBA, Finance
Harvard University
AB, History/African American Studies
Aflac Global Investments May 2013 - Present
Deutsche Bank August 2009 - May 2013
Citi December 2005 - August 2009
Citi / Salomon Smith Barney July 1999 - December 2005
State Street December 1998 - July 1999
TPG Financial Systems Inc. December 1996 - December 1998
Skills
Equities, Prime Brokerage, Equity Derivatives, Capital Markets, Swaps, Market Risk, Hedge Funds, Credit Derivatives, Securities Lending, Market Data, Reference Data, Derivatives, Credit Risk, Collateral Management, Interest Rate..., Structured Products, Middle Office, C++, Portfolio Management, Fixed Income, Trading Systems, Java, C#, Microsoft SQL Server, Sybase, Oracle, Margin, Balance Sheet, Equity Funding, Finance, Corporate Actions
Education
Columbia University in the City of New York
Master, Physical Oceanography - Numerical Modeling
University of Science and Technology of China
Bachelor, Physics and Geophysics
State Street January 2009 - Present
QualxServ, LLC March 2002 - December 2008
Skills
Strategic Planning, Financial Analysis, Equities, Process Improvement, Financial Modeling, Bloomberg, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Business
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Accounting
State Street August 2014 - Present
Computershare December 2007 - August 2014
Banc of America Investments June 2006 - December 2007
US Army January 1994 - January 2004
Education
Columbia Southern University 2014 — 2016
Master of Business Administration (MBA)
Park University 2002 — 2004
Bachelor's of Science, Health/Health Care Administration/Management
Neuberger Berman 2008 - Present
Morgan Stanley 2004 - 2008
State Street June 2001 - December 2004
Deloitte Consulting April 2000 - May 2001
Citigroup 1994 - 2000
Skills
Risk Management, Investment Banking, Financial Risk, Fixed Income, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Managment, Capital Markets, Portfolio Management, Investment Management
Education
Columbia University in the City of New York
PhD
University of Virginia Darden School of Business
MBA, Finance
Ocean State Center for Independent Living January 2006 - Present
Lifespan September 2008 - April 2013
State Street September 2007 - April 2008
RI Governor’s Commission on Disabilities June 2005 - September 2005
South County Hospital May 1993 - January 2001
Skills
Analysis, Fundraising, Nonprofits, Program Management, Management, Non-profits, Data Analysis, Customer Service, Research, Forecasting, Data Entry, Microsoft Excel, Quality Management, Microsoft Word, Dependable Team Player, Access, PowerPoint, Proprietary Software, Financial Reporting, Radiography, Data Audit, Data Management, Compliance
Education
Rhode Island College 2001 — 2006
BS, Finance
Rhode Island College 2001 — 2006
BA, Economics
Community College of Rhode Island 1990 — 1993
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Capstone Investment Advisors, LLC September 2011 - May 2015
Meridian Fund Services LLC June 2010 - August 2011
Meridian Fund Services LLC March 2005 - June 2010
GlobeOp Financial Services 2003 - 2005
State Street February 2002 - September 2003
State Street October 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Securities, Financial Modeling, Bloomberg, Fund Administration, Fixed Income, Valuation, Equities, Fund Accounting, Asset Management, Private Equity, Capital Markets, Derivatives, Fund Of Funds, Options
Education
Cornell University 1997 — 2000
Financial Risk Engineering LLC January 2012 - Present
State Street January 2010 - December 2011
Citigroup August 2007 - December 2009
TouchGraph LLC February 2004 - August 2007
Education
Columbia University in the City of New York 1999 — 2002
BA, Mathematics
Liberty Mutual Investments May 2011 - Present
Boston Area Rape Crisis Center September 2009 - November 2012
Liberty Mutual Group February 2009 - May 2011
JPMorgan January 2007 - February 2009
State Street 1996 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Liquidity Management, Operations Management, Securities Lending, Foreign Exchange, Financial Analysis, Financial Modeling, Financial Audits, Collateral Management, Cash Management, Treasury Management, Mergers & Acquisitions, Securities, Strategic Planning, Equities, Investments
Education
Connecticut College 1995 — 1999
Bachelor of Arts (BA), Anthropology
State Street June 2014 - Present
State Street March 2010 - Present
State Street August 2006 - March 2010
Skills
Microsoft Office, Bloomberg, Fixed Income, Equities, Reconciliation, Problem Solving, Hands-on Approach, Pension Funds, Fund Accounting, Trading, Financial Analysis, Financial Reporting, Settlement, Microsoft Excel, Data Analysis, Bonds, Process Improvement, Leadership, Training, Account Reconciliation
Education
CMA Ordre 2006 — 2008
CPA, CMA, Managerial Accounting
Concordia University 2003 — 2006
Bachelor's degree, accounting
University of Belgrade 1999 — 2003
Electrotechnical Engineering
Barclays Capital 2012 - April 2014
Genworth Financial 2010 - 2012
Niamor Capital Management LLC 2008 - 2010
Deutsche Bank AG 2001 - 2008
Morgan Stanley 1994 - 2001
Moody's Investors Service 1992 - 1994
UBS 1988 - 1992
State Street 1985 - 1988
Skills
Risk Management, Investments, Credit, Financial Analysis, Financial Risk, Credit Risk, Investment Management, Asset Management, Investment Banking, Commercial Banking, Capital Markets, Fixed Income, Derivatives, ABS, Structured Finance, Market Risk, Bonds, Securitization, Management, Digital Journalism, Credit Policy, Economic Capital, Probability of Default..., Risk Reporting &..., Stress Testing, International Affairs, Journalism
Education
Harvard University
B.A., Government
Columbia University - School of International and Public Affairs
MIA, International Relations and Affairs
Columbia University - Columbia Business School
Columbia Senior Executive Program - Executive Education
State Street 2015 - Present
Quintiles 2013 - 2015
Six Red Marbles 2013 - 2014
Massachusetts Institute of Technology 2008 - 2012
Houghton Mifflin 2003 - 2008
Emptoris 2006 - 2006
Body1 2002 - 2003
Adams Harkness and Hill 2001 - 2001
Banta Integrated Media 1999 - 2001
Houghton Mifflin 1998 - 1999
Education
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Mathematics
Duke University
Certificate, Project Management
Duke University
Certificate, Business Communications
Cornell University
Certificate, Project Leadership
The Johns Hopkins University 2014 — 2016
Master of Science (M.S.), Computer Science
Cornell University 2014 — 2016
Certificate, Customer-Focused Product and Service Design
Cornell University 2014 — 2016
Master Certificate, Systems Design and Project Leadership
State Street January 2004 - Present
PwC Consulting 1999 - 2001
International Chamber of Commerce 1997 - 1998
Education
Harvard University Graduate School of Education 2002 — 2003
2003, Technology
Columbia University in the City of New York 1993 — 1997
Mercer Global Investments June 2013 - Present
Marsh & McLennan Companies, Inc. July 2012 - June 2013
Nomura Securities May 2011 - August 2011
State Street October 2007 - August 2010
State Street January 2005 - September 2007
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Equities, Emerging Markets, Investments, Corporate Finance, Financial Analysis, Hedge Funds, Trading, Investment Management, Strategic Financial..., Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Columbia University in the City of New York 1999 — 2003
Bachelor of Science (BS)
State Street September 2014 - Present
Cambridge Select Inc. April 2014 - September 2014
Citi Private Bank September 2012 - August 2013
Citi Global Markets August 2009 - September 2012
Citi Global Markets June 2007 - August 2009
Citi Global Markets May 2006 - August 2006
Intel Corporation June 2005 - August 2005
Skills
Equities, Trading, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Trading Strategies, Fixed Income, Product Development, Product Management, Series 7, Series 63, Series 3, Series 55, Series 66
Education
Cornell University 2003 — 2007
BS, Engineering
State Street July 2015 - Present
Columbia Business School August 2008 - Present
Columbia Business School June 2011 - May 2014
Columbia Business School February 2009 - July 2012
Skills
R, Financial Modeling, Econometrics, Economics, Data Analysis, SAS, Valuation, Stata, Matlab
Education
Columbia University - Columbia Business School 2008 — 2015
Ph.D., Finance
Purdue University - Krannert School of Management 2006 — 2008
Master of Science (MS), Economics
Peking University 2004 — 2006
B.S., Applied Mathematics
Peking University 2002 — 2006
B.A., Banking and Finance
State Street March 2015 - Present
Women's Institute For A Secure Retirement July 2013 - February 2015
MJKAHN Associates November 2012 - February 2015
MetLife January 2001 - October 2012
Retirement Strategies Group LLC January 1999 - December 2000
American Council of Life Insurers September 1991 - December 1998
Skills
Insurance, ERISA, Employee Benefits, Retirement, 401k, Retirement Planning, Fixed Annuities, Pensions, Defined Benefit, Mutual Funds, Life Insurance, Health Insurance, Financial Services, Strategic Planning, Policy, Public Policy, Government, Leadership, Long-term Care, Legislative Relations, Disability Insurance, Policy Analysis, Analysis, Politics, Term Life Insurance, IRAs, Public Relations, Legislation, Securities, Strategy
Education
Georgetown University Law Center 1979 — 1982
Doctor of Law (J.D.), Law
Cornell University 1975 — 1979
Bachelor of Arts (BA), Psychology
State Street Global Advisors May 2013 - Present
State Street Global Advisors February 2012 - May 2013
State Street September 2009 - February 2012
Smith Barney June 2008 - August 2008
Skills
Alternative Investments, Equities, Fund Administration, Fund Accounting, Hedge Funds, Mutual Funds, Fixed Income, Valuation, Financial Modeling, Securities, Economics, Financial Analysis, Investments, Finance
Education
Connecticut College 2005 — 2009
BA, Economics
St. John's Prep 2001 — 2005
Rivas Educational Consultants January 2012 - March 2015
State Street March 2011 - November 2011
Steve & Barry's May 2008 - November 2008
Columbia University in the City of New York May 2007 - August 2007
John Hancock May 2006 - August 2007
Skills
Customer Service, Research, Teamwork, Microsoft Excel, Strategic Planning, Accounting, Financial Analysis, PowerPoint, Business Development
Education
Columbia University in the City of New York 2005 — 2008
B.A., Economics, Polish Language & Culture
Mount Saint Charles Academy 2001 — 2004
State Street October 2013 - May 2015
Mercer Human Resource Consulting June 2006 - September 2013
Pearl Meyer & Partners 2004 - 2006
Cummins July 2003 - November 2004
Skills
Compensation, Executive Compensation, HR Consulting, HR Strategy, Talent Management, Executive Pay, Personnel Management, Deferred Compensation, Employee Engagement
Education
Cornell University 2001 — 2003
Masters, Industrial and Labor Relations
University of Madras 2000 — 2001
Masters, Economics
University of Madras 1997 — 2000
Bachelor of Arts, Economics
State Street November 2010 - Present
Citizens Bank March 2006 - November 2010
FleetBoston Financial 1999 - 2004
Skills
Derivatives, Banking, Treasury, Financial Services, Credit Analysis, Credit, Financial Risk, Equities, Investments, Treasury Services, Financial Analysis, Interest Rate Risk..., Portfolio Management, Treasury Management, Risk Management, Bloomberg, Capital Markets, Financial Modeling, Fixed Income
Education
Harvard University 2004 — 2005
MPA, Economics
Columbia University in the City of New York 1981 — 1985
1985, Political Science
U.S. Bancorp 2003 - Present
US Bank December 1996 - Present
U.S. Bank December 2003 - September 2010
State Street 1996 - 2003
Skills
Securities, Banking, Credit, Portfolio Management, Credit Analysis, Risk Management, Business Analysis, Capital Markets, Financial Analysis, Relationship Management, Fixed Income, Cash Management, Process Improvement, Bonds, Mutual Funds, Equities, Financial Services, Investments, Wealth Management, Requirements Analysis, Loans, SDLC, Asset Management, Mortgage Lending, Vendor Management, Structured Finance, Financial Risk, Treasury Management, Commercial Banking, Derivatives, Commercial Lending, Credit Risk, Finance
Education
Cornell University
Bachelor of Arts (B.A.), Philosophy
Cornell University, Phi Beta Kappa
McKinsey & Company December 2011 - Present
State Street January 2010 - December 2011
Goldman Sachs June 2008 - August 2008
Education
Cornell University 2004 — 2008
Investissements PSP Investments June 2013 - February 2015
eFront May 2012 - June 2013
Union Bancaire Privee Asset Management May 2011 - September 2011
Digital shape technologies March 2008 - February 2011
State Street Canada - Investor Services January 2006 - February 2008
State Street 2005 - 2006
Groupe Dynamite 2003 - 2005
Sears Canada Inc January 2000 - January 2002
Skills
Problem Solving, Problem Analysis, Client Representation, Account Reconciliation, Operational Streamlining, Integration, Training, Journal Entries, General Ledger, Financial Accounting, Hedge Accounting, Fund Accounting, Fund Administration, Customer Support, Analysis, Business Analysis, Accounting
Education
Concordia University 1999 — 2006
B.Comm, Accountancy
Marianopolis College 1997 — 1999
DEC, Pure & Applied Sciences
State Street Vice PresidentDeutsche Bank1999 - 2003
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Operations
Saint Bonaventure University 1979 — 1981
BBA, Business
State Street 2009 - 2012
Deutsche Bank 2000 - 2009
Lehman Brothers 1998 - 2000
Merrill Lynch & Co. 1987 - 1998
Skills
Capital Markets, Derivatives, Market Risk, Financial Modeling, Risk Management, Finance, Treasury, Equities, Treasury Management, Financial Analysis, ALM, Interest Rate Risk..., Bonds, Valuation, Hedging, Investment Banking, Capital Structure, Quantitative Analytics, Banking, Financial Services, Capital Allocation, Enterprise Risk..., Trading, Performance Measurement, Capital Adequacy, Probability Theory, VAR, Debt, Quantitative Analysis, Value-at-Risk, Shareholder Value..., Balance Sheet..., FAS 133, Dividend Policy, Share Repurchase Policy, Cost of Capital, Risk Appetite, Bank Regulatory...
Education
Columbia University in the City of New York
BA summa cum laude, Physics
Massachusetts Institute of Technology
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA with distinction, Finance
University of Rochester
Post-Doctoral Research Fellow, Physics and Applied Mathematics
State Street October 2012 - Present
Goldman Sachs April 2003 - October 2012
International Advisory Services (IAS) Bermuda October 1999 - November 2002
Skills
Hedge Funds, Financial Analysis, Equities, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Financial Modeling, Fund Administration, Prime Brokerage, Private Equity
Education
Concordia University 1990 — 1995
Chartered Accountant, Accounting
Vanier College 1987 — 1989
AR Global Consulting January 2014 - Present
Boston University School of Management 2010 - Present
Abarbanel Consulting January 2002 - December 2013
State Street January 1995 - September 2002
Citibank 1991 - 1994
Skills
Executive Coaching, Leadership Development, Leadership, Organizational..., Coaching, Staff Development, Management Consulting, Change Management, Organizational..., Mergers, Strategic Planning, Nonprofits, Talent Management, Human Resources, Mergers & Acquisitions, Workshop Facilitation, Career Development, Strategy, Performance Management, Organizational Design, Performance Improvement, Program Management, MBTI, Career Counseling
Education
Cornell University 1970 — 1979
Ph.D., Organizational Behavior & Theory
Cornell University - Johnson Graduate School of Management 1966 — 1968
MBA, General Management
Rutgers University 1961 — 1966
Industrial Engineering
Sidoti & Company, LLC January 2013 - Present
DS & BH Holdings LLC November 2012 - Present
Starboard Value January 2012 - December 2012
Ramius Capital Group November 2004 - December 2011
Van Eck Global September 2003 - November 2004
State Street October 2001 - September 2003
Skills
Investments, Equities, DCF Valuation, Business Valuation, Value Investing, Free Cash Flow, Competitive Advantage, Financial Modeling, Equity Research, Series 7, Series 86, Series 87, Series 63
Education
Columbia University - Columbia Business School 2014 — 2014
Executive Education, Value Investing
Shippensburg University of Pennsylvania 1997 — 2001
B.S.B.A., Finance, Economics
State Street July 2013 - March 2014
BNY Mellon- Delaware November 2010 - June 2013
NASDAQ/OMX - The Philadelphia Stock Exchange January 2000 - July 2009
The Philadelphia Stock Exchange January 1998 - January 1999
The Philadelphia Stock Exchange January 1994 - January 1997
The Philadelphia Stock Exchange January 1991 - January 1994
The Philadelphia Stock Exchange January 1989 - January 1990
Skills
Corporate Actions, Financial Risk, Management, Research, Data Entry, Account Reconciliation, Cash Management, Training, Project Coordination, Options, Securities, Equities, Trading, Hedge Funds, Risk Management, Back Office, Fixed Income, Sales, Disaster Recovery, Finance, Banking
Education
Community College of Philadelphia
Associates, for Finance
Temple University
EMI Strategic Marketing July 2013 - Present
EMI Strategic Marketing March 2012 - July 2013
EMI Strategic Marketing February 2010 - March 2012
EMI Strategic Marketing July 2008 - February 2010
State Street June 2007 - August 2007
Skills
Integrated Marketing, Direct Marketing, Competitive Analysis, Digital Marketing, Marketing Strategy, Email Marketing, Analytics, CRM, B2B, Marketing, Social Media Marketing, Social Media, Management, Relationship Marketing, Lead Generation
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics
State Street March 2013 - Present
J.P. Morgan November 2011 - February 2013
Goldman Sachs April 1998 - October 2011
Coopers & Lybrand July 1990 - March 1998
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Corporate Finance
University of Pennsylvania 1985 — 1990
BS, Accounting, Economics
MaplesFS August 2011 - Present
State Street August 2010 - August 2011
State Street November 2007 - August 2010
Education
Concordia University 2000 — 2003
B. Comm, Accountancy
Sunlife April 2014 - Present
State Street February 2012 - February 2014
Conestoga College Institute of Technology and Advanced Learning September 2007 - May 2010
Skills
Accounting, Active Directory, Analysis, Banking, Bloomberg, Corporate Finance, Customer Service, Derivatives, Economics, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Troubleshooting, Risk Management, Portfolio Management
Education
Griffith University 2010 — 2011
Bachelor Of Commerce, Finance
Conestoga College 2007 — 2010
Business Administration, Financial Planning and Services
Presima Inc. January 2008 - Present
Jarislowsky Fraser Limited January 2006 - January 2008
State Street November 1998 - January 2006
Skills
Trading, Front Office, Middle Office, Back Office, Operations Management, Risk Management, People Management, Bloomberg, SS&C Suite, SSCNet, Capital Markets, Financial Markets, Investments, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds
Education
Concordia University 1994 — 1997
Bachelors of Commerce, Finance
Cegep Bois de Boulogne 1992 — 1994
Sciences pures et appliquees
State Street September 2012 - Present
Education
Columbia University - Columbia Business School 1989 — 1990
MBA
West Capital Management April 2014 - Present
State Street 2010 - 2014
The Silver Sandbox 2005 - 2009
Goldman Sachs Asset Management 1995 - 2005
Skills
Economics, Equities, Derivatives, Valuation, Portfolio Management, Market Data, Fixed Income, Risk Management, Alternative Investments, Securities, Business Process..., Microsoft Office, Microsoft Excel, Access, Bloomberg, Portia, InvestOne, SQL, Visual Basic, Mentoring, Foreign Exchange, Emerging Markets, MBS, ABS, Futures, Options, FX Options, Swaps, Trade Shows, Inventory Management, High Yield Bonds, Swimming, Omgeo Oasys, DTC, Chartered Financial..., Proactive self-starter, personable, Financial Understanding, Business Understanding, SWIFT messaging, Capital Markets, Capital Budgeting, Employee Management, Integrity, Loyal, Asset Management
Education
Columbia University in the City of New York
BA, Economics
Loomis, Sayles & Company October 2013 - Present
State Street April 2013 - October 2013
Gordon Brothers Group September 2010 - April 2013
Scimitar Equity, LLC October 2009 - September 2010
Green Coast Capital, LLC July 2009 - August 2009
Ameriprise Financial Advisors April 2005 - April 2009
Skills
Valuation, Series 7, Portfolio Management, Finance, Private Equity, Equity Research, Equities
Education
Northeastern University 2000 — 2005
BSIB, Finance, Spanish
Comillas Pontifical University
State Street April 2011 - Present
State Street September 2010 - April 2011
State Street June 2006 - September 2010
Computershare March 2002 - August 2005
Barclays Bank December 1997 - December 1998
Skills
High quality performer..., Efficiency Improvement, Customer Relations, Excel
Education
Concordia University 1999 — 2002
B.CompSc., Computer Science Applications, French Studies
Concordia University 1993 — 1996
B.Comm., Finance, International Business
University of Cambridge 1990 — 1992
A level, Mathematics, Accounting, Economics
Boston Children's Hospital September 2015 - Present
Boston Children's Hospital October 2013 - September 2015
Children's Hospital Boston August 2010 - November 2013
State Street July 2008 - August 2010
Skills
Financial Analysis, Healthcare Information..., Data Analysis, Microsoft Excel, Financial Modeling, Editing, Healthcare, Analysis, Research
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Connecticut College 2004 — 2008
International Relations/Economics
Episcopal Academy 2000 — 2004
ipCapital Group October 2009 - August 2015
ipCreate October 2013 - December 2014
Charles Schwab November 2005 - April 2009
State Street May 2000 - November 2005
Nova August 1998 - January 1999
Just Resolution 1998 - 1999
Skills
Customer Service, Research, PowerPoint, Event Management, Public Speaking, Logistics, Business Strategy, Event Planning, Negotiation, Office Management, Financial Analysis, Vendor Management, Salesforce.com..., Vendor Relations, Customer Relations, Problem Solving, SugarCRM, Contract Management, Sage CRM, Recruiting, Interviews, Contract Negotiation, Human Resources, Financial Services, Management Consulting
Education
Cornell University 2014 — 2015
Master’s Degree, Human Resources Management/Personnel Administration, General
University of Massachusetts Boston 2000 — 2002
MA, Dispute Resolution
Union College 1994 — 1998
BA, Political Science
Northfield Mount Hermon 1991 — 1994
Cornell University
Future Electronics April 2015 - Present
ALDO Group April 2012 - April 2015
State Street October 2010 - April 2012
Standard Life September 2008 - September 2009
Skills
Mutual Funds, Reconciliations, Financial Markets, Financial Accounting, Reconciliation, Asset, Finance, Accounting, Investments, Budgets, Account Reconciliation, Financial Services
Education
Concordia University 2007 — 2009
Bachelor of Commerce, Finance
Independent Legal Consultant October 2011 - Present
Boston Beer Company January 2009 - September 2011
State Street December 2005 - December 2008
Bingham McCutchen September 2002 - November 2005
Education
Vermont Law School 1999 — 2002
JD
Cornell University 1993 — 1997
BS, Natural Resources
Lombard Odier March 2015 - Present
Lombard Odier May 2013 - March 2015
State Street September 2005 - May 2013
Skills
Mutual Funds, Fund Accounting, Bloomberg, Equities, Fixed Income, Securities
Education
McGill University 2009 — 2012
Diploma in Accounting
Concordia University 2000 — 2004
Bachelor of Commerce, Finance
IBM June 2012 - Present
State Street June 2002 - October 2012
Skills
Business Continuity, Disaster Recovery, Vendor Management, Unix, Process Improvement, Solaris, SDLC, Business Analysis, Data Center
Education
Community College of Rhode Island 2001 — 2003
Banque Lombard Odier & Cie SA April 2015 - Present
Addenda Capital Inc April 2012 - April 2015
State Street December 2010 - April 2012
State Street August 2007 - December 2010
Skills
Process Improvement, Bloomberg, Fixed Income, Equities, Futures, Pension Funds, Mutual Funds, Fund Accounting, Microsoft Office, Back Office, Reconciliation, Money Market, Settlement, Derivatives, Financial Reporting, Investments, Corporate Actions, Account Reconciliation, Portfolio Management
Education
Concordia University 2004 — 2007
BComm, Finance
State Street September 2014 - Present
CAE January 2013 - April 2013
DundeeWealth Inc. April 2012 - September 2012
Deloitte & Touche September 2011 - April 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Accounting, Financial Modeling, Microsoft Office, Financial Accounting, Financial Reporting, PowerPoint, Bloomberg, Teamwork, Time Management, Corporate Finance, Budgets
Education
Concordia University 2010 — 2014
BComm, Finance
Dawson College 2008 — 2010
D.E.C, Commerce
Laurenhill Academy
Biligual Highschool Diploma
PwC April 2015 - Present
PwC Canada August 2014 - March 2015
PwC January 2014 - December 2014
PwC January 2012 - July 2014
State Street September 2010 - April 2011
State Street November 2008 - September 2010
Entreprise Meiyen December 2005 - April 2009
State Street November 2006 - October 2008
McGill University May 2005 - August 2005
La Baie Souvenir Shop November 1999 - August 2002
Skills
Accounting, General Ledger, Bookkeeping, Financial Reporting, Account Reconciliation, Journal Entries, Tax, Auditing, Financial Accounting, Investment..., Fund Accounting, Forecasting, Financial Statements, Investments, Corporate Tax, Income Tax, Finance, US Tax
Education
Concordia University 2008 — 2011
Graduate Diploma, Chartered Accountancy
McGill University 2002 — 2006
Bachelor of Commerce 2002, Accounting
Barclays Wealth and Investment Management September 2013 - Present
State Street June 2012 - August 2013
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Portfolio Management, Investments, Securities, Wealth Management, Asset Management, Bloomberg, Financial Markets, Banking
Education
Connecticut College 2008 — 2012
BA, Economics
Canada Revenue Agency April 2015 - Present
Canada Revenue Agency July 2010 - March 2015
Canada Revenue Agency January 2007 - July 2010
State Street August 2004 - August 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, Internal Controls, Account Reconciliation, Accounts Payable, Financial Statements, GAAP, General Ledger, Managerial Finance
Education
McGill University 2004 — 2009
Certificate, Accounting
Concordia University 1998 — 2002
Bachelor of Commerce (BCom), Finance, General
CPA Quebec
CPA, CGA