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
State Street March 2015 - Present
State Street March 2014 - March 2015
State Street September 2013 - March 2014
CiNEMA.iMG 2010 - December 2013
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Sarbanes-Oxley Act, Budgets, Microsoft Excel, General Ledger, Microsoft Office, Process Improvement, Account Reconciliation, Analysis, Revenue Recognition, Financial Accounting, Accounts Receivable, Data Analysis, Accounts Payable, PowerPoint, Internal Controls, Microsoft Word
Education
California State University-Sacramento 2011 — 2013
Bachelor of Science (B.S.), Finance and Risk Management
Cosumnes River College 2008 — 2011
State Street December 2014 - Present
Granite Telecommunications February 2011 - December 2014
American Girl Company April 2009 - August 2010
Tri-State Signal, Inc. June 2002 - May 2009
Sylvan Learning Center June 2002 - May 2009
Linens 'n Things January 2007 - October 2008
Skills
Account Management, Customer Service, Direct Sales, Inventory Management, Invoicing, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Newsletters, Outlook, Photoshop, PowerPoint, Project Management, Sales, Salesforce.com, Telephone Skills, Time Management, Administrative..., Data Entry, Microsoft Publisher, Customer Satisfaction
Education
Curry College
Bachelor of Fine & Applied Arts, Graphic Design
Integrated Communication Services May 2013 - Present
State Street June 2011 - August 2012
Skills
Bloomberg, Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Time Management, Teamwork, Finance, Data Analysis, Customer Service, Access
Education
Providence College 2009 — 2013
Bachelor's degree, Accounting
Cornell University
Certificate in Financial Management, Finance and Financial Management Services
Fresno Madera Farm Credit April 2015 - Present
First National Bank of Omaha February 2013 - March 2015
UBS Global Asset Management February 2008 - June 2012
Cohen & Steers May 2005 - February 2008
State Street June 2003 - May 2005
Education
Creighton University 2012 — 2014
MBA/MSAPM, Finance and Financial Management Services
Northeastern University 1998 — 2002
Bachelor of Science (BS), Economics
Ultralight Optics September 2014 - Present
State Street December 2013 - December 2014
Self Employed Budget Consultant May 2011 - December 2013
Various Music Organizations July 2008 - December 2013
El Dorado High School December 2009 - May 2010
Leilehua Music Ensemble December 2008 - May 2009
Skills
Music, Event Planning, Microsoft Office, Customer Service, PowerPoint, Sales, Program Management, Financial Analysis, Budget Consulting, Staff Management, Inventory Management, Microsoft Excel, Budgets, Management, Recruiting
Education
University of California, Davis 2011 — 2013
Bachelor of Science (BS), Managerial Economics
Cosumnes River College 2010 — 2011
Pre Business
University of Hawaii at Manoa 2008 — 2010
Pre Business
State Street January 2015 - Present
Academy Sports + Outdoors 2012 - 2014
Education
Newman University 2010 — 2012
Bachelor of Science (BS), Psychology
Creighton University 2009 — 2010
Bachelor of Science (BS), Psychology
Liberty Utilities September 2013 - Present
State Street January 2011 - September 2013
Town of Littleton June 2006 - June 2010
Skills
Private Investigations, Policy, Security, Training, Program Management, Public Speaking, Physical Security, Emergency Management, Investigation, Corporate Security, Customer Service, Security Operations, Interviews, Microsoft Word, Microsoft Office, Security Management, Surveillance, PowerPoint, Outlook, Research, Homeland Security, Microsoft Excel, Budgets, Police, Executive Protection, Firearms, Teaching, Team Building, Operations Management, Enforcement, Windows, Learning Development, Project Management, Project Planning, Project Coordination, Project Delivery, Project Portfolio..., IT Service Management, Natural Gas, Oil & Gas Industry, National Security, EMT, AED, First Aid, First Responder, Adobe Design Programs, WordPress Design, iOS, Photoshop, Basic HTML
Education
Curry College 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies/Sociology
First National Bank of Omaha September 2014 - Present
State Street August 2013 - May 2014
US Navy June 2007 - August 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Leadership, PowerPoint, Analysis, Budgets, Training, Finance, Financial Modeling, Microsoft Word, Portfolio Management, Customer Service, Management, Leadership Development, Bloomberg Terminal, Public Speaking, Investments, Technical Analysis, Fundamental Analysis, Financial Markets, Macroeconomics, Econometrics, International Economics, International Political..., Microeconomics, Multivariable Calculus, Linear Algebra, Stata, Research, Banking, Credit, Accounting, Credit Analysis, Financial Risk, Java
Education
Creighton University's Heider College of Business 2015 — 2017
Master of Business Administration (MBA)
Creighton University's Heider College of Business 2015 — 2017
Master's degree, Investment Management & Financial Analysis
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (BS), Major in management with a concentration in finance/ 2nd major in economics
Northeastern University September 2015 - Present
Skidmore Saratoga Consulting Partnership September 2014 - May 2015
Skidmore College September 2014 - May 2015
Skidmore College September 2013 - May 2015
Skidmore College September 2013 - May 2015
State Street June 2014 - August 2014
Basho Technologies, Inc May 2013 - September 2013
Skidmore College September 2011 - May 2013
Hanscom Air Force Base May 2012 - August 2012
Hanscom Air Force Base May 2011 - August 2011
Skills
Teamwork, Nonprofits, Writing, Microsoft Word, Time Management, Consulting, Economics, Stata, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Master of Science in Accounting/Master of Business Administration
Skidmore College 2011 — 2015
Bachelor of Arts (B.A.), Management & Business and Economics (Double Major)
The University of Edinburgh 2014 — 2014
Study Abroad Semester, Economics
BDO USA, LLP September 2015 - Present
State Street September 2014 - September 2015
New Channel, Inc. February 2014 - June 2014
Fortune Securities CO., LTD August 2011 - October 2011
Skills
Financial Analysis, Microsoft Office, Accounting, Financial Accounting, Microsoft Excel, Finance, Asset Management, Alternative Investments, PowerPoint, Analysis
Education
Tulane University 2012 — 2013
Master's degree, Accounting, 3.82
Zhongnan University of Economics and Law 2008 — 2012
Bachelor of Science (BS), Accounting
Curtin University of Technology 2010 — 2011
Bachelor of Science (B.S.), Accounting and Accounting Technology
State Street December 2014 - Present
Kohl's Department Stores October 2009 - November 2014
CornerBank May 2008 - December 2008
Skills
Customer Service, Customer Engagement, Management, Visual Merchandising, Merchandising Strategies, Sales Management, Time Management, Marketing, Project Planning, Retail
Education
The University of Kansas 2009 — 2012
Bachelor of Arts (BA), Anthropology and Spanish
Cowley College 2007 — 2008
Associate's degree, General Studies
Susquehanna Bank June 2010 - Present
Sovereign / Santander July 2009 - July 2010
Citibank May 2007 - February 2009
Bank of America 2005 - 2007
Wachovia 1996 - 2005
State Street 1991 - 1996
Chase Manahattan Bank 1986 - 1991
Skills
Banking, Portfolio Management, Commercial Banking, Relationship Management, Risk Management, Credit, Loans, Financial Services, Management, Change Management, CRM, Finance, Investments, Commercial Lending, Business Planning, Financial Analysis, Mergers, Mergers & Acquisitions
Education
Northeastern University - Graduate School of Business Administration 1983 — 1985
MBA
East Carolina University 1979 — 1982
B.S.
Fidelity Investments June 2015 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2005 - September 2008
Lehman Brothers 2003 - 2005
State Street 2003 - 2003
State Street 2001 - 2003
Bank Austria 1999 - 2001
Skills
Fixed Income, Credit, Money Market, Finance, Investments, Securities, ABS, Capital Markets, Rates, Sales, Securities Lending, Interest Rates, Bloomberg, CRM, Hedge Funds, Trading, Financing, Commercial Paper, Relationship Management, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University
Masters, MBA
Fairfield University 1995 — 1999
BS, Marketing - concentration in Finance, minor in Studio Art
Regent's College, London 1998 — 1998
Semester Abroad
Chaminade High School
Navisite June 2014 - Present
Navisite February 2013 - June 2014
State Street February 2008 - February 2013
The Systems Group March 2004 - February 2007
Xcitek Solutions Plus 1999 - 2003
Fidelity Investments April 1997 - April 1999
Citicorp Services March 1996 - 1997
The Boston Company June 1989 - June 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Corporate Actions, Visio, Requirements Gathering, Software Project..., Business Intelligence, Vendor Management, PMO, Integration, Risk Management, User Acceptance Testing, Portfolio Management, SharePoint, Business Requirements, Process Improvement, Program Management, Financial Services, Business Process..., Enterprise Software, Project Portfolio..., Service Delivery
Education
Curry College 1985 — 1989
BA, Business, Management, Marketing, and Related Support Services
State Street August 2010 - Present
University of Missouri-Kansas City 2008 - 2010
Virago Restaurant and Lounge September 2006 - September 2007
Dell Financial Services June 2005 - September 2006
Dell computer corporation August 2004 - March 2005
Education
University of Missouri-Kansas City 2007 — 2010
Bachelor of Business, Finance
Cumberland University
Egon Zehnder September 2014 - Present
Simmons College March 2013 - September 2014
Monitor Group June 2007 - March 2013
State Street January 2006 - May 2007
State Street January 2006 - December 2006
Boston Financial Data Services January 2005 - December 2005
Skills
Notary Public, PowerPoint, Excel, Word, Microsoft Office, Outlook, Customer Service, Finance, Time Management, Microsoft Word, Invoicing, Human Resources, Microsoft Excel, Management, Lotus Notes, Interviews, Budgets, Office Administration, Project Management, Change Management
Education
Curry College 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2001 — 2005
Bachelor's Degree, Economics and Legal Studies
Hingham High School 1997 — 2001
State Street
Skills
Financial Analysis, Banking, Risk Management, Microsoft Excel
Education
Curry College
State Street October 2007 - Present
Wyeth Research August 2005 - May 2007
Progenics Pharmaceuticals 2004 - 2005
United States Navy July 1984 - August 2004
Curry College 1998 - 2001
Education
Curry College 1998 — 2001
B.A., Counseling Psychology
Deloitte August 2014 - Present
Center for Healthcare Innovation June 2015 - Present
Deloitte November 2005 - Present
Deloitte September 2001 - November 2005
Northeastern University September 2000 - August 2001
State Street August 1998 - June 2000
Skills
Due Diligence, Healthcare, Life Sciences, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Accounting, CPA, Financial Analysis, GAAP, Mergers, Revenue Recognition, Mergers & Acquisitions, Consolidation, Financial Statements, External Audit, Private Equity, Sarbanes-Oxley, Finance, Strategy, Financial Accounting, Consulting, Financial Services, Budgets, SEC Filings, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2000 — 2001
MSA/MBA, Business Administration
Northeastern University 1995 — 2000
Bachelor of Science, Criminal Justice
State Street April 2012 - September 2012
College of Business Administration at Northeastern University September 2011 - December 2011
360 Huntington Fund of Northeastern University May 2011 - December 2011
Auri Elan Finanical Group June 2011 - October 2011
Consensus Advisors November 2010 - December 2010
Bank of Communication Finance Leasing Co. Ltd March 2010 - June 2010
Marcom-China Market Research Consultant January 2010 - March 2010
Convoy Financial Group January 2008 - February 2008
Skills
Cash Flow, Mandarin, Chinese, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg Terminal, Economics, Quantitative Analysis, Team Leadership, Excel, Stock Picking, Trend Analysis, Fixed Income, Business Analysis, Business Strategy, Financial Accounting, Investments, Fundamental Research, Able To Multi-task, Time Management, Communication Written, Oral Communications, Quantitative Finance, Attention To Detail, Self Starter, Fluent English, Teamwork, Entrepreneurial Skills, Microsoft Office, Results Oriented
Education
Drexel University 2013 — 2018
Doctor of Philosophy (PhD), Finance, General
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Science (M.S.), Finance, 3.73
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Economics, Economics, 3.5
Haas School of Business, UC Berkeley 2009 — 2009
Summer Session (6 weeks), Finance, 3.7
The University of Hong Kong 2008 — 2008
Professional and Continuing Education, International Finance, International Business
State Street July 2011 - April 2014
Fidelity Investments 2003 - May 2010
Fidelity Investments 2000 - 2003
Compaq 1998 - 2000
AltaVista 1997 - 1998
Digital Equipment Corporation 1994 - 1997
Digital Equipment Corporation 1993 - 1994
Digital Equipment Corporation 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1980 - 1983
Skills
Management, Forecasting, Program Management, Financial Modeling, Strategy, Start-ups, Business Planning, Leadership, Managerial Finance, Mutual Funds, Strategic Planning, Finance, Corporate Finance, Financial Risk, Financial Analysis, Budgets, Strategic Financial..., Enterprise Software, Business Process..., Mergers & Acquisitions, Due Diligence, Analysis, Financial Services, Process Improvement, Business Development, Risk Management, Investments, Financial Planning, New Business Development, Coaching, Change Management
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA
Providence College 1976 — 1980
Bachelor of Science, Finance
Aspen Technology July 2013 - Present
NewStar Financial April 2011 - May 2013
State Street February 2009 - September 2010
Compliance Week February 2008 - February 2009
Salem State College September 2004 - December 2008
Skills
Financial Analysis, Bloomberg, Investments, Portfolio Management, Valuation, Capital Markets, Fixed Income, Financial Reporting, Risk Management, Asset Managment, Banking, Corporate Finance, Loans, Finance, Asset Management
Education
Salem State College 2004 — 2008
Bachelor of Science, Finance
Curry College
Candidate for MBA, Banking, Corporate, Finance, and Securities Law
BOX Options Exchange June 2014 - Present
State Street October 2012 - May 2014
Skills
Equities, Analysis, Data Analysis, Financial Analysis, Microsoft Excel, Time Management, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Economics, Research, Public Speaking, Social Networking, Leadership, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Business Administration and Management, Economics
Budapesti Corvinus Egyetem
PAREXEL April 2015 - Present
PAREXEL January 2013 - April 2015
State Street June 2011 - June 2012
Westfield September 2008 - May 2009
Panda Restaurant Group September 2006 - July 2008
Skills
RFP, Procurement, Contract Management, SRM, Vendor Management, Scorecard, RFx, SOW, Sla, Strategic Sourcing, Spend Analysis, Performance Benchmarking, Oracle E-Business Suite, JDE Enterprise One, BPO, Indirect Spend, Professional Services, Lease Administration
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
MBA
University of California, Los Angeles - Extension 2010 — 2010
Pepperdine University 2002 — 2006
B.A, Psychology
Punahou School
BNY Mellon Wealth Management July 2003 - Present
State Street 2001 - 2003
Merrill Lynch January 2000 - May 2001
Skills
Wealth Management, Asset Allocation, Portfolio Management, Trading, Client Service, Investments, Excel, Financial Planning, Equities, Estate Planning, Alternative Investments, Bloomberg, Financial Services, Wealth Management..., Private Banking, Finance, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), International Business
University of Vermont
BA, Politicial Science - Int'l Foreign Policy
Salisbury School
State Street October 2004 - Present
Storability April 2000 - October 2004
BankBoston November 1997 - April 2000
Brigham and Women's Hospital May 1987 - November 1997
Skills
UNIX systems engineering, Solaris, Red Hat Linux (RHCE), Unix Shell Scripting, Veritas Cluster Server, SSH, C, SQL, Perl, Systems Engineering, Information Technology, Network Security, Storage Area Networks, Operating Systems, Information Security, Security, Disaster Recovery, System Administration, Linux, Information Security..., Servers, Integration, Process Automation, Solaris 8/9/10, Red Hat Linux, NFS, Technology Integration, Unix Security, Information Security..., High Availability, Computer Security, Automation, Networking
Education
Cornell University
Master of Science (M.S.), Computer Science and Applied Mathematics
Michigan State University
Bachelor of Science (B.S.), Mathematics
Kiewit Power Constructors October 2014 - Present
Kiewit Power Constructors June 2013 - October 2014
Kiewit Power Constructors November 2012 - June 2013
State Street May 2010 - November 2012
Rotaract Club of Covenant College August 2008 - May 2010
Covenant College August 2007 - May 2010
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Auditing, Budgets, Research, Accounting, Microsoft Excel, Non-profits, Mutual Funds, PowerPoint, Microsoft Office, Customer Service, Project Planning, Mergers, Finance, Bloomberg, Management, Public Speaking, Leadership, Microsoft Word
Education
University of Missouri-Kansas City 2010 — 2013
MBA, Finance, Entrepreneurship
Covenant College 2006 — 2010
Bachelor of Arts, Accounting and Finance
Blue Ridge Christian High School 2002 — 2006
High Shool
Pace Harmon July 2015 - Present
NTT Data Corporation November 2013 - July 2015
HfS Research January 2013 - October 2013
State Street June 2010 - January 2013
State Street April 2007 - September 2009
RJS Associates June 2006 - March 2007
Skills
Global Sourcing, Strategic Sourcing, Outsourcing, Program Management, Business Strategy, Project Management, Procurement, BPO, Sourcing, Analysis, Leadership, E-procurement, Business Process..., Vendor Management
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Operations and Supply Chain Management
Trinity College-Hartford 2002 — 2006
BA, Economics, Philosophy
State Street March 2015 - Present
Battalion hockey club March 2015 - Present
State Street February 2013 - March 2015
Old Time Sports September 2011 - February 2013
Massachusetts Ice Dogs/ Boston Hitmen Hockey Club January 2011 - September 2012
Pure Hockey September 2009 - August 2011
Abercrombie & Fitch April 2006 - February 2007
Skills
Customer Service, Sales, Sales Management, Accounting, Business Planning, Microsoft Office, QuickBooks, Store Management, Finance, Recruiting, Communication, Microsoft Excel, PowerPoint, Leadership, Marketing, Research, Management, Auditing
Education
Curry College 2007 — 2009
Bachelor's degree, Accounting/Finance and Business/Management
Florida International University 2002 — 2004
Accounting and Business/Management
marblehead high school
Cutter Associates August 2014 - Present
State Street Global Advisors March 2013 - August 2014
State Street Global Advisors February 2008 - March 2013
State Street January 2007 - February 2008
State Street August 2005 - January 2007
Skills
MBA, Leadership, Project Management, Promoting Change, Communication, Consulting, Management, Conducting Research, Business Process..., International Management, International Business, Operations, Business Process..., Financial Reporting, Test Management, Change Management, Fixed Income, Back Office, Test Planning, PMO, Finance, Middle Office, Bloomberg Terminal, Bloomberg, Process Improvement, Investments, Testing, Securities, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, International Business
University of Florida 2001 — 2005
Bachelor of Arts, History
Capital Counsel LLC May 2012 - Present
Job Path NYC August 2014 - December 2014
Capital Counsel LLC June 2005 - August 2011
180 Degrees Consulting February 2011 - June 2011
State Street January 2010 - February 2011
Skills
Data Analysis, Research, Economics, Microsoft Excel, Bloomberg, Non-profits, Public Speaking, PowerPoint
Education
Northeastern University 2008 — 2012
B.A., Economics & History
University of Sydney 2011 — 2011
English, Psychology, Sociology, Inclusive Education
Marymount School 2004 — 2008
High School Diploma
CUNY School of Professional Studies
Master of Arts (M.A.), Disability Studies
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
BNY Mellon Wealth Management June 2004 - Present
Mellon Private Wealth Managment May 2003 - June 2004
Mellon Private Wealth Management May 1999 - May 2003
State Street 1997 - 1999
Education
Curry College
Bachelor of Science, Business Administration
Thacher Montessori School July 2011 - Present
Thacher Montessori School September 2010 - March 2012
Continuum February 2005 - March 2009
Continuum February 2003 - May 2005
Cradles to Crayons 1996 - 2005
State Street June 2000 - July 2002
State Street May 1999 - June 2000
Griswold Special Care 1995 - 1999
IES Language Foundation 1995 - 1996
Skills
Recruiting, Research, Human Resources, Training, Payroll, Employee Benefits, Interviews, Accounts Payable, Analysis, Benefits Administration, System Administration, Public Speaking, Accounts Receivable, Policy, New Hire Orientations, Customer Service, Project Planning, Budgets, Nonprofits, Personnel Management, Administration
Education
Curry College 2009 — 2011
BA, Psychology and Management
Curry College 2009 — 2010
Certificate, Human Resources Management
St. Petersburg College 1993 — 1995
Liberal Arts
Pontificia Universidad Javeriana 1986 — 1989
Ahold June 2015 - Present
Fontbonne Academy September 2014 - Present
Ahold USA February 2012 - Present
State Street April 2011 - February 2012
State Street April 2010 - April 2011
State Street May 2007 - April 2011
State Street October 2004 - May 2007
Enterprise Rent-A-Car January 2004 - October 2004
Skills
Corporate Actions, Mutual Funds, Process Improvement, Bloomberg, Microsoft Excel, Customer Service, Securities, Business Analysis, Financial Analysis, Asset Managment, Risk Management, Project Management, Financial Services, Management, Leadership, Budgets, Change Management, Analysis, Human Resources, Asset Management
Education
Curry College 2007 — 2009
MBA
Saint Anselm College 2000 — 2004
BA, Business
Fontbonne Academy 1996 — 2000
AMA Women's Leadership Class
AMA Women's Leadership Class
Leadership Strategies
Citi August 2015 - Present
Citi June 2014 - August 2014
State Street November 2009 - July 2013
Morgan Stanley Investment Management March 2007 - November 2009
Konica Minolta Business Solutions U.S.A., Inc. April 2006 - March 2007
Skills
Microsoft Excel, Account Management, Mutual Funds, Cash Flow, Business Analysis, Data Analysis, Risk Management, Microsoft Office, Team Leadership, Financial Modeling, Corporate Finance, Finance, Sales, Investment Management, Relationship Management
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Iona College
Bachelor of Science (BS), Business Administration and Management, General
Mamaroneck High School
High School
Gagnon Securities LLC February 2015 - July 2015
State Street January 2014 - July 2014
J.P. Morgan Chase August 2013 - November 2013
J.P. Morgan Chase February 2012 - December 2012
Merrill Lynch May 2010 - December 2010
Morgan Stanley November 2008 - May 2009
National Financial - Fidelity Investments January 2004 - September 2008
Contract Staffing Firms September 2002 - November 2003
Providian Financial June 1996 - July 2002
Skills
Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Banking, Investments, Analysis, Wealth Management, Investment Banking, Trading, Account Maintenance, Back Office, Funding, Settlement, Financial Risk, Hedge Funds, Shares, Employee Benefits, Microsoft Excel, Microsoft Office, Fixed Income -..., International Trade..., Mutual Funds -..., Mutual Fund..., Financial Advisory and..., USD Wire Payments and..., Non-ACAT Mutual Fund..., P&S Trade Confirmation, CDSC Processing for..., ACAT Processing and..., DST & Advisor Central, Hedge Fund Operations, AML / KYC Entity..., Hedge Fund Documentation
Education
Rowan University 1976 — 1978
Bachelors, Communications
County College of Morris 1974 — 1976
Associates, Liberal Arts
Celent August 2015 - Present
Robert Half October 2011 - August 2015
Eaton Vance Management September 2009 - October 2011
Eaton Vance Management June 2006 - September 2009
State Street June 2005 - June 2006
State Street Corporation June 2003 - June 2005
Merrill Lynch January 2003 - May 2003
Skills
Mutual Funds, Securities, Bloomberg, Fixed Income, Investments, Contract Recruitment, Financial Recruiting, Recruiting, Alternative Investments, Management, Hedge Funds, Interviews, Finance, Temporary Placement, Banking, Asset Management, Portfolio Management, Equities, Financial Services, Derivatives, Relationship Management, Wealth Management, Series 7, Series 63, Investment Management, Trading, Financial Markets, Fund Administration, Term Loan
Education
Curry College 1999 — 2003
B.A., Business Management
Abington High 1996 — 1999
Eversource Energy March 2010 - Present
NSTAR Gas & Electric January 2008 - March 2010
State Street Bank January 2003 - October 2005
State Street January 2000 - December 2003
Skills
Financial Analysis, Financial Modeling, Forecasting, PeopleSoft, Analysis, Access, Electricity Markets, Financial Reporting, tm1, Accounting, Oracle Financial, E-Learning, Crystal Reports, Acorde, Process Improvement, Account Reconciliation, Risk Management, Sarbanes-Oxley Act, Accruals, PowerPoint, Financial Forecasting, Budgets, Variance Analysis, TM1, Management, Finance, General Ledger, Contract Management, Financial Accounting, Microsoft Excel, Cash Flow, Invoicing, Project Finance, Project Management, Business Analysis, Financial Statements, Payroll, Energy
Education
Curry College 1992 — 1997
Bachelor of Arts (B.A.), Business Management
Corvias Group January 2015 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2011 - September 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2008 - January 2009
State Street 1992 - 2008
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Business
Curry College 1987 — 1991
BA, Business
Spellman
University of Utah June 2013 - Present
State Street June 2011 - June 2013
Columbus Group LLC November 2010 - June 2011
Upromise Investments November 2010 - June 2011
Raytheon June 2009 - January 2010
Deer Valley Resort August 2007 - August 2008
Deer Valley Resort April 2005 - August 2007
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Utah
BS
Park City High School
Diploma
State Street April 2011 - Present
State Street March 2007 - March 2011
JP Morgan December 2005 - March 2007
Cenveo September 2003 - December 2005
IBM December 2000 - May 2002
Skills
Essbase, Lotus Notes, Microsoft Excel, SAP, PeopleSoft, Microsoft Office, Oracle Discoverer, CSS, PowerPoint, SAP R/3, Excel, ADP Payroll, ReportSmith, Lotus 123, HTML, khalix, Oracle Financials, Lawson, Crystal Reports, phpMyAdmin, Dreamweaver, Arabic, Hungarian, Longview, Hyperion, Oracle E-Business Suite, Accounts Payable, Analysis, Finance, Business Analysis, Financial Analysis, Accounting, Financial Reporting, Process Improvement, Corporate Finance, Financial Modeling, Business Process..., Account Reconciliation, Forecasting
Education
Harvard Extension School 2005 — 2005
Information Technology, A
Corvinus University of Budapest 1995 — 2001
Master's Degree, International Economics, A
STATE STREET August 2009 - Present
STATE STREET GLOBAL MARKETS, LLC September 2005 - July 2009
STATE STREET CAPITAL PTY LIMITED September 2004 - September 2005
STATE STREET GLOBAL MARKETS, LLC December 1999 - September 2004
Skills
Securities, Fixed Income, Capital Markets, Equities, Hedge Funds, Derivatives, Bloomberg, Investments, Portfolio Management, Mutual Funds
Education
Northeastern University
Master of Business Administration (M.B.A.)
Cornell University
Bachelor's Degree, Bachelor of Science, Applied Economics and Business Management
Group Insurance Commission September 2014 - Present
NPS Rent Assurance® February 2014 - June 2014
State Street Bank, Boston, MA May 2013 - February 2014
State Street Bank, Quincy MA February 2012 - May 2013
State Street September 2011 - February 2012
Bank of New York Mellon September 2007 - June 2010
Brown Brothers & Harriman December 2006 - September 2007
Sun Life Financial August 2004 - December 2006
United States Army December 2003 - August 2004
Skills
Relationship Management, Public Speaking, Wealth Management..., Mutual Funds, Microsoft Office, Microsoft Excel, Series 63, Financial Analysis, Customer Service, Insurance, PowerPoint, Portfolio Management, SEI System, Global Plus, Salesforce.com, Bloomberg
Education
Curry College 2008 — 2011
MBA, Business Administration and Management, General, 3.7
Stonehill College 1999 — 2003
Bachelor's degree, Public Relations, Advertising, and Applied Communication
State Street June 2015 - Present
Akamai Technologies June 2012 - July 2014
Rancore Technologies July 2011 - June 2012
Skills
Project Planning, Analytic Problem Solving, Marketing, Leadership, Market Research, Networking, Telecommunications, Content Delivery, IP, Routing, TCP/IP, LTE, Microsoft Office, Management
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Candidate for Master of Business Administration (MBA)
National Institute of Technology Tiruchirappalli 2007 — 2011
Bachelor in Technology, Electronics and Communication
DAV Boys Sr Sec School , Gopalapuram , Chennai 2005 — 2007
High School, 12th
Padma Sheshadri Bala Bhavan Senior Secondary School 2003 — 2005
Middle School, 10th
State Street May 2015 - Present
UBS Wealth Management October 2014 - May 2015
UBS Investment Bank August 2013 - August 2014
BNY Mellon October 2008 - August 2013
Skills
Accounting, Bloomberg, Financial Analysis, Hedge Funds, Valuation, Corporate Finance, Financial Statements
Education
St Mary's University Twickenham 2013 — 2014
Post graduate certificate in International Business, International/Global Studies
Suffolk University 2006 — 2008
Bachelors of Science in Business Administration (BSBA), Accounting
Curry College 2004 — 2005
L+M Development Partners Inc June 2014 - August 2014
Wingate - S-C Management Corp May 2010 - May 2014
Lawrence CommunityWorks, Inc. July 2011 - May 2012
State Street November 2007 - April 2010
Skills
Real Estate Development, Rent Roll, Due Diligence, Tax Credits, Microsoft Excel, Property Management, Affordable Housing, Microsoft Office, LIHTC, Real Estate, Apartments, HUD, Residential Homes, Rentals, Yardi, Section 8, OneSite, Financial Modeling, Argus Modeling, Valuation, Real Estate Economics, Finance, Financial Analysis, Commercial Real Estate
Education
Cornell University 2013 — 2015
Master's Degree, Real Estate Development
Ithaca College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Lawrence High School
OwnerIQ, Inc. October 2013 - Present
State Street March 2008 - September 2013
Bank of New York Mellon January 2005 - March 2008
Bitpipe September 2004 - December 2004
Latin American Health Institute February 2002 - September 2004
Various Consulting opportunities March 1998 - January 2002
Skills
Talent Acquisition, Strategy, Human Resources, Online Advertising, Onboarding, Talent Management, Applicant Tracking..., Recruiting, Leadership, Management, College Recruiting, Technical Recruiting, Vendor Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)
Harvard University
BA, History
Brigham and Women's Hospital June 2015 - Present
Weill Cornell Medical College April 2014 - May 2015
Brigham and Women's Hospital 2009 - 2014
Brigham and Women's Hospital 2007 - 2009
State Street Corporation 2003 - 2007
State Street Corporation 2001 - 2003
State Street 1995 - 2001
Skills
Financial Management, Healthcare Management, Strategic Planning, Program Management, Budgeting, Healthcare, Research, Managerial Finance, Budgets, Human Resources, Leadership, Policy, Management, Training, Project Planning, Recruiting, Analysis, Public Health, Nonprofits, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance
The University of Connecticut
Bachelor of Science (B.S.), Mathematics
Indus Valley Partners May 2013 - Present
Bubble Foundation June 2013 - Present
State Street February 2011 - May 2013
Credit Suisse July 2008 - November 2010
Credit Suisse July 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Hedge Funds, Equities, Fixed Income, Structured Products, Investments, Bloomberg, Sales, ABS, Trading Systems, Financial Analysis, Financial Technology, Data Warehousing, Bank Reconciliation, Banking, Derivatives, Alternative Investments, Microsoft Word, Finance, Capital Markets, Account Management, PowerPoint, FactSet, Microsoft Excel, Asset Management, Portfolio Management, Microsoft Office, Data Analysis, Securities, Java
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2010
Bachelor’s Degree
State Street April 2014 - Present
State Street February 2013 - April 2014
Gibson Sotheby's International Realty July 2011 - April 2013
State Street May 2011 - February 2013
State Street June 2008 - May 2011
Curry College February 2006 - May 2008
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Portfolio Management, Finance, Bloomberg Terminal, Trading, Derivatives, Computer Hardware, PowerPoint, Computer Software, Microsoft Powerpoint, Operations, Trade Reconciliation, Trade Settlements, Foreign Exchange, Portfolio Administration, Oracle, FX Derivatives, FX trading, Foreign Currency, Foreign Currency..., Equity Derivatives, Equity Trading, Corporate Actions
Education
Curry College 2004 — 2010
Bachelor's Degree, Finance / Business Management
Marshfield High School 2000 — 2004
High School
State Street June 2015 - Present
SCIFI Herlihy Opportunity Fund August 2014 - Present
Stonehill College January 2015 - Present
Stonehill College August 2014 - May 2015
PSEG June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Teamwork, Strategic Planning, Social Media, Outlook, Leadership, Budgets, Windows, Time Management
Education
Stonehill College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Corvinus University of Budapest 2015 — 2015
Studying International Finance and Emerging Markets as well as International Relations
Comsewogue High School 2009 — 2012
State Street June 2015 - Present
Technology Business Research September 2014 - April 2015
Wellesley Country Club May 2013 - January 2015
Not Your Average Joe's May 2012 - April 2013
Skills
Microsoft Excel, Access, Networking, Value adding, Financial Accounting, Leadership, Sales
Education
University of New Hampshire 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Marketing, GPA - 3.3
Budapest Corvinus University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
State Street August 2012 - Present
BNY Mellon March 2008 - August 2012
State Street May 2006 - March 2008
Skills
Account Management, New Business Development, Business Development, Marketing Strategy, Fixed Income, Securities, Equities, Customer Service, Strategic Planning, Bloomberg, Investments, Hedge Funds, Social Media, Asset Managment, Financial Analysis, Coaching, Asset Allocation, Alternative Investments, Mutual Funds, Asset Management
Education
Northeastern University 2010 — 2011
Masters, Business Administration June 2011; Finance and Entrepreneurship
Curry College 2005 — 2006
Bachelor of Science Degree, Business Management; 2006
Providence College 2003 — 2005
Business Management
State Street October 2013 - Present
State Street July 2012 - October 2013
State Street July 2011 - July 2012
Skills
Marketing, Marketing Strategy, Advertising, Social Media Marketing, Marketing Communications, Management, Account Management, Leadership, PowerPoint
Education
Curry College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
State Street August 2014 - Present
TIAA-CREF June 2012 - Present
PMI NH 2007 - Present
LeapFrog Systems June 2012 - August 2014
Big Brothers Big Sisters of Manchester, NH November 2010 - January 2014
Liberty Mutual April 2011 - June 2012
Fidelity Investments June 2006 - March 2011
Arbella 2000 - 2006
Arbella Insurance Group 2000 - 2006
State Street 1994 - 2000
Skills
SDLC, PMP, Requirements Gathering, Program Management, PMO, Software Project..., Project Management, Business Analysis, Project Portfolio..., Agile Project Management, Management, Agile Methodologies, Analysis, Integration, Enterprise Software, Leadership, Testing, Quality Assurance, Six Sigma, Vendor Management, Process Improvement, Cross-functional Team..., Visio, Business Process..., Software Documentation, SharePoint
Education
Southern New Hampshire University 2011 — 2015
Global MBA
State University of New York College at Plattsburgh 1981 — 1986
Mathematics
Agile SCRUM certification
CSM
Six Sigma
Black Belt
Curry College
Bachelor of Arts
Nassau Community College
Associates Degree
Project Management Institute
PMP
State Street May 2015 - Present
State Street June 2014 - May 2015
Milton Pediatrics May 2011 - September 2014
Curry College September 2009 - May 2011
Milton Community Schools 2007 - 2010
Skills
Microsoft Excel, Microsoft Word, Dropbox, Financial Reporting
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (MBA), Accounting and Healthcare Management, 3.514
University of Massachusetts Boston 2011 — 2013
Bachelor's degree, Sociology and Psychology, 3.85 overall 3.92 in major
Curry College 2009 — 2011
Nursing, 3.25
State Street April 2015 - Present
State Street July 2007 - March 2015
Investors Bank & Trust January 2004 - July 2007
Skills
Mutual Fund Accounting,..., Accounting, Fixed Income, Securities, Financial Services, Global Custody, Equities, Internal Audit, Audit Coordination, AICPA
Education
Curry College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, English
Benevento Companies July 2014 - Present
Arizona Chemical March 2014 - Present
Aggregate Industries January 2009 - July 2014
Aggregate Industries February 2006 - January 2009
Aggregate Industries August 2002 - February 2006
Aggregate Industries April 2002 - August 2002
State Street September 2000 - April 2002
Skills
Construction, Contract Management, Process Scheduler, Construction Management, Contract Negotiation, Budgets, Subcontracting, Negotiation, Contractors, Forecasting, Management, Project Estimation, Value Engineering, Project Bidding, Change Orders, Sales
Education
Curry College 1996 — 2000
BS, Buiness
Eagle Investment Systems March 2010 - Present
Eagle Investment Systems November 2006 - April 2010
State Street Corp April 2006 - October 2006
Eagle Investment Systems January 2000 - March 2006
Eagle Investment Systems June 1997 - December 1999
State Street October 1990 - October 1995
Skills
Management, Architecture, Outsourcing, Data Integration, Data Management, Data Warehousing, IT Strategy, Software Lifecycle, Software Engineering, Software Development..., Team Leadership, Team Management, Cross-platform..., Cross-functional Team..., Diversity, Product Development, Product Innovation, Innovation Management
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
MBA, General Management
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Mathematics & Economics
State Street September 2015 - Present
State Street November 2014 - September 2015
State Street June 2012 - November 2014
State Street January 2012 - June 2012
State Street June 2010 - June 2011
Chatham Consulting June 2008 - July 2009
Comcast Cable September 2007 - May 2008
Skills
Process Improvement, Project Management, Project Planning, Business Analysis, Six Sigma, Requirements Gathering, Cross-functional Team..., Business Process..., Lean Transformation, Product Development, Strategy, Analysis, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Finance, General
University of Massachusetts, Amherst 2003 — 2007
BSc, Electrical Engineering
UC Santa Cruz March 2015 - Present
Keene State College June 2014 - March 2015
Regis College July 2012 - July 2014
Regis College July 2012 - July 2014
State Street January 2012 - July 2012
Nike September 2011 - January 2012
Curry College August 2009 - December 2011
State of Massachusetts January 2011 - May 2011
Skills
Management, PowerPoint, Data Entry, Customer Service, Microsoft Word, Outlook, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Public Speaking, Facebook, Social Media, Networking, Leadership Development, Small Business, Project Management, Interpersonal Skill, Organization, Marketing Research, Compliance, Team Leadership, Wise, Human Resources, Fast Learner, Supervisory Skills, Recruiting
Education
Regis College 2012 — 2014
Master of Arts (MA), Heritage Studies, 3.1
Curry College 2009 — 2011
Bachelor of Arts, Business Management, 3.26
Welch & Forbes LLC July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers) May 2000 - June 2008
Bingham Legg Advisers 2000 - 2007
State Street May 1994 - May 2000
Bank of Boston February 1988 - May 1992
Moseley Securities February 1984 - December 1987
Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Harvard University 1984 — 1986
Certificate of Special Studies, Administration and Management
Franklin & Marshall College 1979 — 1983
BA, Economics
State Street January 2015 - Present
State Street August 2010 - Present
Farient Advisors LLC January 2009 - August 2010
Three Lens Advisors, LLC December 2006 - December 2008
MIT Sloan June 2005 - June 2006
UBS 1999 - 2005
Sibson & Company (now part of The Segal Company) 1997 - 1999
IBM 1995 - 1997
US WEST (now AT&T and Qwest Communications) 1994 - 1995
GE Capital 1991 - 1994
Skills
Management Consulting, Financial Analysis, Corporate Governance, Executive Compensation, International Management, Mergers, Business Strategy, Due Diligence, Strategic Planning, Leadership, Business Development, Executive Pay, Management, Strategy, Start-ups, Corporate Finance, Portfolio Management, Finance, Mergers & Acquisitions, Executive Management, Consulting, Entrepreneurship, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
M.S., Management
Cornell University 1982 — 1986
B.S., Industrial and Labor Relations
Credit Suisse September 2015 - Present
State Street June 2014 - September 2015
State Street May 2012 - June 2014
State Street April 2010 - May 2012
State Street December 2007 - March 2010
Tyco Electronics May 2007 - December 2007
HP Software May 2004 - August 2007
Skills
FX, Risk, Financial Analysis, Risk Management, Excel, Derivatives, Financial Risk, Credit Risk, FX Options, Finance, Bloomberg, Fixed Income, Market Risk, Mutual Funds, Financial Markets, Credit Analysis, Options, Basel II, Bloomberg Terminal, Foreign Exchange, Enterprise Risk..., Insurance, Capital Markets, Securities, Counterparty Risk, Hedge Funds, Banking, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2007
BS
Corvinus University of Budapest
Needham Bank January 2015 - Present
Needham Bank July 2012 - December 2014
Whitaker Media January 2011 - July 2012
State Street January 2009 - December 2010
State Street Corporation September 2005 - December 2008
State Street Corporation January 2000 - August 2005
Skills
Financial Analysis, Financial Reporting, Marketing, Social Media, Web Design, Competitive Analysis, Blogging, Public Relations, Strategic Analysis, Business Reporting, Podcasting, Web Development, Business Strategy, Analytics, Social Media Marketing, Content Development, Content Management, Marketing Strategy, Marketing Communications, Email Marketing, Online Marketing, Social Networking, Corporate Communications, Strategic Planning, Market Research, Small Business, Digital Marketing, Management Consulting, Web Content Management, Business Analysis, Content Strategy, Online Advertising, Google Analytics, Management, CRM, Analysis, SEO, WordPress, Digital Media, Lead Generation, Strategy, New Media, Digital Strategy, Web Analytics, Integrated Marketing, SEM, Consulting, Advertising, Finance, Project Management
Education
Northeastern University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Harvard University 1993 — 1996
ALB, Extension Studies
Loyola College 1991 — 1993
Communications & Journalism
State Street March 2014 - Present
State Street February 2013 - Present
State Street June 2011 - March 2014
State Street Corp. September 2003 - June 2011
State Street Corp. May 2006 - December 2007
Skills
Mutual Funds, Fixed Income, Customer Service, Business Analysis, Excel, Customer Relations, Microsoft Excel, Skilled Presenter, Financial Services, Process Improvement
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2008
MBA, Concentration in Business Renewal
Salve Regina University 1998 — 2002
BS, Business
Boston Medical Center November 2013 - Present
SkinCare Physicians April 2010 - Present
Oral Surgery Associates 2004 - February 2011
State Street 2003 - 2004
Skills
ACLS, BLS, Healthcare, Plastic Surgery, Patient Education, ICU, Nursing, Medication..., IV, Patient Advocacy, Wound Care, Patient Safety, Nursing Education, Direct Patient Care, Triage, Registered Nurses, Dermatology, Quality Patient Care, Customer Service
Education
Curry College 2008 — 2009
BSN, Nursing
Providence College 1999 — 2003
BA, Psychology
GE Capital November 2014 - Present
PartnerRe Principal Finance October 2011 - October 2014
PartnerRe Capital Markets Group April 2010 - October 2011
Balyasny Asset Management 2009 - 2010
DKR Capital May 2008 - December 2008
UBS Investment Bank June 2007 - April 2008
State Street June 2006 - May 2007
Lamar Outdoor Advertising October 2006 - March 2007
Skills
trade support, reconciliations, Financial Reporting, Derivatives, Trading, FX, Settlements, Bloomberg, FX Options, Account Reconciliation, Settlement, Hedge Funds, Fixed Income, Equities, Securities, Financial Services, Corporate Actions, Swaps, Finance, Options, Back Office, Risk Management, Asset Management, Financial Risk, Structured Products, Capital Markets, Portfolio Management, Valuation, Investment Banking, Financial Modeling, Investments, Financial Markets, Mutual Funds, Market Risk, Middle Office
Education
Johnson and Wales University 2004 — 2006
B.S., Marketing
Plano West Senior High School 2000 — 2002
Cornell University 2000 — 2000
Political Science, Summer College 2000
AGF Management Limited June 2009 - Present
State Street December 2006 - December 2008
Columbia Management February 2005 - December 2006
Mellon Financial December 1996 - February 2005
BNY Mellon 1996 - 2005
Skills
Compliance, Asset Management, Securities, Mutual Funds, Fixed Income, Hedge Funds, Risk Management, AML, Asset Managment, Alternative Investments, Investments, Investment Management, Governance, Securities Regulation, Equities, Corporate Governance, Investment Advisory
Education
Creighton University School of Law 1991 — 1994
JD, Law
Lake Forest College 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
The American University of Paris 1985 — 1986
Jr. Year Abroad, International Relations
State Street July 2014 - Present
State Street April 2007 - July 2014
State Street July 1993 - May 2007
Skills
Financial Analysis, Equities, Risk Management, Investments, Budgets, Financial Services, Strategic Planning, Portfolio Management
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
MBA
Providence College 1986 — 1990
BS, Finance
General Dynamics Information Technology October 2014 - Present
State Street February 2007 - June 2014
Brown Brothers Harriman 2004 - 2006
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Mutual Funds, Portfolio Management, Banking, Capital Markets, Securities, Financial Services, Investment Banking, Risk Management, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Asset Management, Valuation, Credit, Relationship Management
Education
Curry College 1997 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
State Street December 2000 - Present
State Street December 2000 - Present
Skills
Global Custody, Financial Reporting, Financial Accounting, Mutual Funds, Fund Accounting, Investments, Fixed Income
Education
Curry College 1995 — 1999
Accounting and Business/Management
North Quincy High School 1992 — 1995
State Street 2006 - 2012
Blue Cross & Blue Shield of Rhode Island 2004 - 2006
Blue Cross & Blue Shield of Rhode Island 2002 - 2004
Fidelity Investments 2000 - 2001
Pioneer Investments 1997 - 2000
Pioneer Investments 1994 - 1997
Skills
Finance, Budget, Financial Analysis, Financial Reporting, Risk Assessment, Operational Risk, Risk Based Testing, Sarbanes-Oxley, Microsoft Excel, Microsoft Word, Internal Audit, Project Management, Change Management, Risk Management, Aerospace, Private Pilot, Aircraft Maintenance..., Policy, Visio, AML, Enterprise Risk..., Internal Controls
Education
Curry College 2007 — 2009
Master's degree, Business Administration and Management, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Ronald McDonald House Charities of Kansas City, Inc June 2004 - Present
State Street 1997 - 2003
State Street 1996 - 1997
State Street 1994 - 1997
Skills
Accounting, Nonprofits, Microsoft Office, Customer Service, Event Planning, Community Outreach, Fundraising, Event Management, Account Reconciliation, Microsoft Excel, General Ledger, Data Entry, Auditing, Public Speaking, Social Media
Education
University of Central Missouri 1990 — 1994
Bachelor of Science in Business Administration, Accounting, 3.5/4.0
Culver Stockton College 1989 — 1990
Blue Springs High School 1986 — 1989
Boston Private October 2014 - Present
Boston Private Bank 2008 - September 2014
State Street 2006 - 2007
Skills
Microsoft Exchange, Windows 7, Microsoft Office, Windows XP, VMware, Active Directory, Risk Management, Citrix, Disaster Recovery, Windows Server, Technical Support
Education
Cornell University
Bachelor of Engineering (B.Eng.)
Federal Home Loan Bank of Boston 2012 - Present
Congress Asset Management 2008 - 2012
Fidelity Investments 2006 - 2008
State Street 2003 - 2005
Skills
Portfolio Management, Investment Strategies, Investment Management, Interest Rate..., Structured Products, Corporate Bonds, Municipal Bonds, Securitized Products, Interest Rate Products, Credit Research, Trading
Education
Samuel Curtis Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Massachusetts Boston 2000 — 2003
B.A., Economics
State Street
Skills
Fixed Income, Financial Services, Securities, Equities, Mutual Funds, Asset Management, Bloomberg
Education
Curry College 1990 — 1994
BA, History
State Street 2002 - Present
Skills
Senior Sales Management, Relationship Management, Product Development, Team Building, Revenue Growth...
Education
Curry College 1983 — 1987
Bachelor's Degree
The Professional Housewives, LLC October 2009 - Present
New Horizons CLC August 2009 - February 2010
State Street July 2008 - March 2009
State Street July 2007 - July 2008
State Street January 2006 - July 2007
State Street July 2003 - January 2006
Education
Curry College 2007 — 2008
MBA, Business Admin
Curry College 2004 — 2006
Bachelors, Communications
Emerson College 2000 — 2002
Associates, Broadcast Journalism
Braintree
State Street August 2015 - Present
Harvard Pilgrim Health Care June 2011 - August 2015
Homes for Our Troops January 2009 - January 2011
Wellington Management October 2004 - December 2008
Fidelity Investments February 1999 - December 2001
Skills
PowerPoint, Microsoft Excel, Business Travel, Database Admin, Expense Reports, Budget Monitoring, SharePoint, Event Planning, PeopleSoft, Technology, Reuters, Bloomberg Terminal, Business Visas, Third Party Vendor..., Investor Relations, Microsoft Word, RFP, New Hire Orientations, Quality Control, Customer Service, Microsoft Office, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, marketing
Mary Kay 2003 - Present
State Street 2000 - 2009
Teamsters Local 653 December 1988 - December 1998
Bank of Boston December 1978 - December 1988
Skills
Customer Service, Fundraising, Event Planning, Social Media, Social Networking, Social Media Marketing, Marketing, Training, Team Building, Entrepreneurship, Small Business, Microsoft Word, Leadership, Public Relations, Leadership Development, Marketing Communications, Sales
Education
Curry College 1980 — 1985
Associates, Business
Stockbridge School 1973 — 1975
Associates, Floriculture
University of Massachusetts, Amherst 1973 — 1975
State Street April 2007 - Present
State Street October 1996 - April 2007
Education
Curry College 1985 — 1989
BA Business Management
JPMorgan Chase & Co. Fund Accounting SupervisorJPMorgan Chase & Co.January 2015 - Present
JPMorgan Chase & Co. January 2014 - December 2014
JPMorgan Chase June 2009 - December 2013
State Street Bank April 2008 - March 2009
State Street 2008 - 2009
State Street Bank April 2007 - March 2008
State Street Bank 2007 - 2008
Skills
Fund Accounting, Reconciliations, Bloomberg, Fund Of Funds, Financial Analysis, Account Reconciliation, IDCAMS, WINS, Navigators, Auditing, Valuation, Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)/MSF, Corporate Finance and Investment, 3.30
Western International University 2003 — 2006
B.Sc., Business Administration
Massachusetts Medical Society June 2011 - Present
South Shore Savings Bank July 2008 - June 2011
South Shore Savings Bank July 2008 - June 2011
State Street July 2007 - July 2008
State Street July 2007 - July 2008
Hailstead and Riley October 2005 - December 2005
Hailstead and Riley October 2005 - December 2005
Skills
Account Reconciliation, Accounting, Finance, Banking, Financial Analysis, Mutual Funds, Accounts Payable, General Ledger, QuickBooks, Analysis, Cash Management, Equities
Education
Seton Hall University 2003 — 2007
BS, Finance
Seton Hall University W. Paul Stillman School of Business
Bachelor of Science, Business Administration; Finance
Seton Hall University W. Paul Stillman School of Business
Bachelor of Science, Business Administration; Finance
Curry College
Master, Business Administration
Curry College
Master, Business Administration
State Street August 2015 - Present
State Street June 2008 - Present
Skills
Customer Service, Accounting, Microsoft Excel, Microsoft Office, Social Media, Time Management, Microsoft Word
Education
Curry College 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - April 2015
Fidelity Investments February 2012 - June 2014
State Street October 2008 - September 2011
State Street January 2001 - September 2008
Merrill Lynch July 1999 - December 2000
Skills
Leadership, Financial Services, Mutual Funds, Finance, Accounting, Financial Accounting, Investments, Equities, Fixed Income, Fund Accounting, Securities, Management, Financial Analysis, Internal Audit, Bloomberg, Risk Management, Derivatives, Hedge Funds, Trading, Sarbanes-Oxley, Internal Controls, Business Strategy, US GAAP, Asset Management, Fund Administration
Education
The University of Dallas 2015 — 2018
Masters, Finance
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Villanova University
B.S., Accounting
CIBC March 2014 - Present
CIBC August 2010 - Present
State Street April 2008 - August 2010
Butterfield Fulcrum August 2007 - April 2008
TD Canada Trust August 2006 - August 2007
CIBC Wood Gundy January 2005 - December 2005
Nomura Securities August 1994 - September 1998
Skills
Derivatives, Analysis, Credit, Financial Analysis, Risk, Variances, Excel, Risk Management, Variance Analysis, Market Risk, P&L, Financial Reporting, Fixed Income, Options, Swaps, Reconciliations, Capital Markets, Financial Modeling, Bloomberg, Valuation, Equities, Hedge Funds, Credit Risk
Education
Cranfield University - Cranfield School of Management 2002 — 2003
MBA, Finance
Shanghai Normal University 1987 — 1991
Bacholar of science, Mathematics
State Street March 2011 - Present
Skills
Financial Reporting, Sarbanes-Oxley Act, Private Equity, Fund Accounting, Auditing, CPA, Tax, Bloomberg, Microsoft Excel, Financial Accounting, Accounting, Financial Analysis, Corporate Tax
Education
UMKC 2008 — 2010
MSA, Accounting
Covenant College 2004 — 2008
BA, Business/ Accounting
Blue Ridge Christian High School
State Street February 2015 - Present
State Street August 2012 - February 2015
The Village at Duxbury June 2005 - August 2012
Cornell University September 2010 - December 2010
The Cornell Store June 2009 - December 2010
Northeast Regional Climate Center May 2010 - August 2010
Education
Cornell University 2007 — 2011
B.S., Atmospheric Science
State Street February 2014 - Present
Boston Medical Center June 2006 - Present
State Street October 2010 - February 2014
State Street October 2008 - October 2010
Skills
Healthcare, Hospitals, Leadership, Training, Management, Customer Service, Networking, HIPAA
Education
Curry College 2003 — 2007
Bachelor's degree, Business Management
Curry College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Waypoint Residential 2014 - 2015
HKS Capital Partners LLC 2011 - 2013
State Street 2010 - 2011
Education
Cornell University
B.S., Policy Analysis & Management
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
State Street October 2013 - Present
State Street Bank January 2010 - Present
Education
Curry College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
St. michael's college 2005 — 2009
Bachelor of Science, Business Administration
U.S. Department of the Treasury September 2015 - Present
Deloitte December 2014 - September 2015
FI Consulting June 2011 - December 2014
International Trade Administration June 2010 - August 2010
State Street August 2007 - July 2009
Skills
Economics, Policy Analysis, Public Policy, Data Analysis, Credit Analysis, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Fixed Income, Financial Reporting, Corporate Finance, Econometrics, Portfolio Management, SAS, VBA, Bloomberg, SQL, Research, Analysis, Macroeconomics, Equities, Finance
Education
Cornell University 2009 — 2011
MPA, Economic Policy and Finance
University of Massachusetts, Amherst 2003 — 2007
BA, Double Major in Economics and Political Science, Certificate in International Relations
italian restaurnt sales associateGiuseppe"sOctober 2012 - Present
State Street September 1999 - July 2005
Skills
Sports
Education
Curry College
Bachelor's degree, management
United States Postal Service April 2014 - Present
Dunbar Armored February 2014 - April 2014
State Street January 2007 - July 2012
Putnam Investments September 1999 - December 2006
Education
Curry College 1998 — 2000
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.8
Dean College 1996 — 1999
Associate of Arts (A.A.), Criminal Justice and Corrections, 3.2
Harvard University(Contract Employee) May 2013 - August 2013
Boston Scientific May 2011 - April 2013
Boston Scientific September 2008 - May 2011
First State management Group( Contract Employee) February 2008 - September 2008
Quest Diagnostics January 2007 - September 2007
Quest Diagnostics March 2006 - January 2007
Clinical One January 2006 - March 2006
Self Employed- Healthcare October 2003 - December 2005
State Street October 1989 - August 2003
Skills
Project Coordination, Organizational..., Problem Solving, Compliance, Process Improvement, Multitasking Skills, Customer Service, Employee Training, Staffing Coordination, Manage Client..., Microsoft Office, Outlook, Coaching, Team Building, Teaching, Microsoft Excel
Education
Northeastern University 2009 — 2011
M.Ed., Learning and Instruction specialized in Adult Organizational Learning, 3.89 GPA
Curry College 2006 — 2009
B.A., Business Administration and Management, General, 3.0 GPA
Yazbak and Co October 2013 - Present
Owner 2003 - 2013
State Street April 1998 - March 2003
Skills
Accounts Payable, Accounting, Bookkeeping, Account Management, Payroll, QuickBooks, Small Business
Education
Curry College 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
State Street September 2010 - Present
Education
Montclair State University 2010 — 2012
Master's degree, Accounting, 3.9
Montclair State University 2008 — 2010
Bachelor of Business Administration (BBA), Accounting, Law, and Taxation, 3.8
County College of Morris 2006 — 2008
Associate's degree, Business Administration, 3.75
State Street January 1999 - Present
Chase April 1996 - January 1999
State Street February 1992 - April 1996
Skills
Bloomberg, Equities, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Derivatives, Fixed Income, Alternative Investments, Asset Management, Fund Accounting, Hedge Funds, Relationship Management, Risk Management
Education
Curry College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General