State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Mansfield Bank June 2014 - Present
Second Time Around December 2012 - June 2014
William Gallagher Associates June 2012 - October 2012
Northland Investment Corporation January 2012 - June 2012
My Technology Specialist September 2011 - January 2012
Sasaki Associates December 2011 - December 2011
Samsonite October 2011 - November 2011
Harvard University September 2011 - November 2011
Computer Care And Learning May 2010 - October 2011
State Street July 1998 - January 2011
Skills
Customer Support, Software Documentation, Help Desk Support, Active Directory, Laptops, Blackberry, Desktop Computers, Peripherals, Disaster Recovery, IT Operations, Access, Technical Support, SharePoint, Troubleshooting, XP, Hardware, Windows XP, DNS, Networking
Education
Fitchburg State University 1993 — 1995
Bachelor of Science, Mathematics
Wentworth Institute of Technology 1989 — 1992
Associate's Degree, Architechture
Garlock Printing & Converting August 2015 - Present
State Street May 2015 - August 2015
Regional Economic Development Institute (REDI) September 2013 - May 2015
Montachusett Regional Planning Commission September 2013 - May 2014
Chili's September 2013 - March 2014
Leominster State Pool June 2008 - August 2013
Golden wok April 2009 - June 2012
Skills
Microsoft Excel, Access, PowerPoint, Project Planning, Spanish, Economics, Data Analysis, Financial Analysis, Economic Research, Research, Customer Service, Leadership, Time Management, Team Leadership, Public Speaking, Forecasting, Management, Critical Thinking, Microsoft Office, Analysis, International Relations, Strategic Planning, Finance, Statistics, Market Research, Teamwork
Education
Fitchburg State University 2011 — 2014
Bachelor of Science (BS), International Economics
Fitchburg State University 2011 — 2014
Bachelor of Science (B.S.), International Economics
State Street March 2010 - Present
State Street November 2007 - March 2010
Clancy's Restaurant May 2005 - September 2007
Britto Central February 2007 - May 2007
Ruby Tuesday's March 2001 - May 2006
Skills
Talent Acquisition, Employee Relations, Outlook, Performance Management, Access, Microsoft Excel, Training, Financial Services, Employee Training, Analysis, Sourcing, Leadership, Talent Management, Internet Recruiting, Job Descriptions, College Recruiting, Financial Analysis, Customer Service, Risk Management, Process Improvement, Data Analysis, PowerPoint, Recruiting, Operations Management, Contract Recruitment, Onboarding, PeopleSoft, Management, Sales, Vendor Management, Microsoft Word, Applicant Tracking..., Banking, Employee Engagement, Technical Recruiting, Human Resources, Interviews
Education
Florida International University
B. A, Liberal Studies (coursework; Computer applications, Journalism, Education and Photography
T. Rowe Price February 2012 - Present
Knowledgent Group, Inc. July 2011 - October 2011
State Street April 2010 - December 2010
State Street March 2008 - December 2010
Brown Brothers Harriman April 2004 - February 2008
Goldman Sachs Asset Management August 2001 - April 2004
Goldman Sachs Asset Management International March 1998 - August 2001
Goldman Sachs Asset Management International July 1996 - March 1998
Buchanan Partners Capital Management June 1993 - May 1996
Sony Computer Entertainment Europe 1993 - 1994
Skills
Operations Management, Account Management, Risk Management, Change Management, Client Relations Skills, Institutional Accounts, Performance Reporting, Middle Office, Securities Lending, Project Management, Hedge Funds, Mutual Funds, Equities, Fixed Income, Foreign Exchange, Alternative Investments, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Portfolio Management, Securities, Relationship Management, Investments
Education
Framingham State College 1985 — 1989
Bachelor's Degree, Economics
Marian High School 1980 — 1984
High School
State Street September 2014 - Present
Audax Group March 2014 - September 2014
State Street September 2006 - March 2014
Skills
Mutual Funds, Bloomberg, Financial Analysis, Fund Administration, Private Equity, Investments, Microsoft Excel, Financial Reporting
Education
Suffolk University 2012 — 2015
Master's of Science in Accounting, Accounting
Framingham State College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Brown Brothers Harriman July 2015 - Present
State Street Bank June 2012 - July 2015
State Street Bank July 2011 - July 2012
State Street Bank March 2007 - July 2011
State Street Bank October 2005 - March 2007
State Street November 2000 - October 2005
Skills
Accounting, Mutual Funds, Portfolio Management, Training, Auditing, Financial Services, Trading, Accounts Payable, Human Resources, Fund Accounting, Tax, Cash Flow, Corporate Actions, Internal Audit, Customer Service, Equities, Banking, Finance, Securities, Asset Management, Investments, Risk Management, Fixed Income, Bloomberg
Education
Fisher College 2012 — 2014
University of Houston 1995 — 1999
University of Massachusetts Amherst January 2015 - Present
State Street October 2014 - Present
Sisters On The Runway- UMass Division September 2013 - Present
Laced March 2012 - Present
Edward Jones June 2015 - August 2015
Isenberg Marketing Club September 2013 - September 2014
Red Mango, Inc. June 2013 - September 2014
Grosvenor House, A JW Marriott Hotel June 2014 - July 2014
Westchester Burger Company May 2013 - August 2013
Buffalo Wild Wings April 2012 - July 2013
Skills
- Fine Arts..., -Design and Marketing..., Apparel, Drawing, Networking, Fashion, Advertising, Marketing, Art, Sewing, Painting, Creative Direction, Social Networking, Styling, Social Media, Hospitality Management, Event Planning, Leadership, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Science (B.S), Hospitality and Tourism Management, Junior
School of Visual Arts 2011 — 2011
Precollege Program, Advertising & Fine Arts (Drawing & Painting)
Fashion Institute of Technology 2010 — 2010
precollege program, accesorie and t shirt design
State Street January 2015 - Present
State Street September 2013 - January 2015
Brown Brothers Harriman February 2013 - September 2013
National Grid May 2012 - September 2012
Gartner May 2011 - July 2011
Skills
Equity Trading, Securities Lending, Bloomberg, Fixed Income Analysis, Equity Capital Markets, Marketing Communications, Data Presentation, Strategic Planning, Financial Markets, Bloomberg Terminal, Series 7, Fixed Income, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales
Education
CFA Institute
2016 CFA Level III Candidate
Florida Gulf Coast University 2009 — 2011
B.S., Marketing
Onondaga Community College 2006 — 2008
A.S., Business Administration
Southeastern Grocers July 2013 - Present
State Street August 2003 - February 2013
Winn-Dixie Stores August 1998 - August 2003
Winn-Dixie Stores August 1996 - August 1998
Skills
Micro Focus COBOL, Micro Focus Net Express, Micro Focus Enterprise..., Webservices, Micro Focus COBOL..., UNIX Scripting, Bourne Scripting, Korn Scripting, UNIX Scripts, Pension, Retails, C, SQL, AIX OS, HP-UNIX OS, Agile, Retail, FTP, SCP, Excel, MS Word, Power Point, Quality Assurance, HTML, XML, Integration, Unix, Agile Methodologies, Analysis, Requirements Analysis, DB2
Education
Florida Community College at Jacksonville 1999 — 2003
Computer and Information Systems
State Street February 2011 - Present
Buchbinder Tunick & Company LLP June 2009 - February 2011
Skills
Private Equity, Microsoft Office, Investran, QuickBooks, US GAAP, CCH ProSystem fx, Financial Accounting, Financial Services, Financial Audits, Payroll Analysis, Pivot Tables
Education
Fordham University 2005 — 2009
Bachelor of Science (BS), Accounting
State Street June 2014 - Present
Sensata Technologies March 2012 - April 2014
AECOM Technology Corp. February 2011 - February 2012
Fidelity Investments April 1997 - January 2009
The Learning Company January 1995 - April 1997
Innovative Information Systems, Inc. September 1992 - September 1994
RJO Systems Engineering, Inc. July 1987 - February 1991
Job Search Connection February 1987 - July 1987
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Talent Management, Internet Recruiting, Management, Program Management, Onboarding, Leadership, Applicant Tracking..., Vendor Management, Screening, Boolean Searching, Social Networking, Temporary Placement, Employee Relations, Training, Workforce Planning
Education
Fitchburg State University 1980 — 1984
BS, Business Management
Babson Capital Management August 2012 - Present
State Street June 2011 - August 2012
State Street June 2008 - August 2010
Skills
Research, Spanish, Event Planning, English, SQL, HTML, PowerPoint, Outlook, Access, Public Speaking, International Business..., Market Analysis
Education
Fordham University 2007 — 2011
BS, Business Administration - Finance and Economics
Notre Dame Academy 2003 — 2007
State Street April 2014 - Present
State Street December 2011 - March 2014
State Street September 2008 - December 2011
State Street April 2006 - August 2008
First Marblehead Education Resources June 2004 - March 2006
Skills
Financial Services, Fixed Income, Equities, Bloomberg, Securities, Asset Management, Alternative Investments, Finance
Education
Fordham University 2000 — 2004
BA, Economics
State Street May 2011 - Present
Wellington Management Company September 2003 - May 2011
Fidelity Investments 1989 - 2003
The Computer Factory 1987 - 1989
Skills
Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Business Continuity..., Program Management, Operational Risk..., Incident Management, Project Management, Risk Assessment, Relationship Management, Business Analysis, Enterprise Risk..., Emergency Management, Crisis Management, Management, Leadership, Governance, Security
Education
Fort Hays State University
Bachelor of Science, Education
Harris Corporation July 2011 - Present
LuLaRoe by Gilly June 2014 - Present
Blue Shield of California March 2009 - June 2011
Hewlett-Packard 2008 - 2009
State Street 2008 - 2008
Wachovia September 2003 - December 2007
Intel January 2002 - September 2003
Bravanta January 2000 - December 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Analysis, Systems Analysis, Integration, Business Requirements, Software Project..., Visio, Software Documentation, Business Process, Business Process..., Access, SharePoint, PMP, EDI, Veterans Affairs, EHR, HL7, Healthcare Information...
Education
Sonoma State University 1990 — 1995
Bachelor's Degree, Liberal Studies (Hutchins School) & B.A. in History
Folsom Lake College
Associate's Degree, Metal and Jewelry Arts (in process)
Desai Realty January 2013 - Present
Desai Realty April 2012 - February 2013
CondoMan Realty September 2010 - March 2012
Private Service Realty Ltd. 2010 - 2010
State Street June 2005 - October 2009
Skills
Condos, Selling, Investment Properties, First Time Home Buyers, Mortgage Lending, Residential Homes, Portfolio Management, Negotiation, Home, Sellers, Financial Analysis, Investors, Real Estate Transactions, New Business Development, Credit, Referrals, Relocation, Single Family Homes, Buyer Representation, Real Estate Development, Rentals, Townhomes, Real Property, Brokerage, Foreclosures, New Homes, Real Estate Economics, New Home Sales, Property, Residential Mortgages, Seniors, Buyers, Home Staging, Sales
Education
Fanshawe College 2001 — 2003
Brown Brothers Harriman May 2012 - Present
Making Opportunities Visualizing Empowerment, Inc. December 2011 - Present
Brown Brothers Harriman March 2008 - May 2012
State Street September 2004 - February 2008
Skills
Non-profits, Analysis, Nonprofits, Access, Strategic Planning, Management, Accounting, Microsoft Excel, Account Reconciliation, Interviews, Auditing, Portfolio Management, Financial Analysis, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word
Education
Florida International University - College of Business Administration 2010 — 2011
MBA, Corporate MBA
Paine College 2000 — 2004
Bachelor of Science, Business Administration- Accounting
Grant Thornton LLP June 2011 - Present
Ardour Capital Investments March 2010 - September 2010
Deutsche Bank September 2004 - April 2006
Brown Brothers Harriman April 2002 - August 2004
State Street February 2001 - July 2002
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Equities, Business Valuation, Capital Markets, Due Diligence, Bloomberg Terminal, Financial Statement..., Investment Banking, Hedge Funds, Fixed Income, Asset Management, Morningstar, Private Equity, Alternative Investments, Equity Valuation, Finance, DCF
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, GPA: 4.0
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology, GPA: 3.8
Fidelity Investments August 2009 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments May 2006 - June 2007
Fidelity Investments September 2000 - April 2006
Fidelity Investments September 1998 - September 2000
Putnam Investments January 1998 - September 1998
State Street July 1995 - December 1997
Skills
Portfolio Management, Asset Managment, Project Management, Bloomberg, Investment Management, Data Warehousing, Securities
Education
Framingham State University 1989 — 1993
BA
Marian High School 1985 — 1988
SSGA February 2015 - Present
State Street Bank August 2012 - January 2015
State Street December 2011 - August 2012
Fidelity House Human Services November 2009 - November 2011
Skills
Microsoft Office, Nonprofits, Event Planning, Event Management, PowerPoint, Fundraising, Sports Management, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Sports, Time Management, Sponsorship, Outlook
Education
Fitchburg State University 2005 — 2009
Exercise Sport and Science, Fitness Management
BNY Mellon April 2013 - April 2015
State Street August 2012 - October 2012
State Street November 2004 - July 2012
State Street May 1998 - November 2004
Chase Manhattan Bank August 1997 - May 1998
Chase Manhattan Bank August 1994 - August 1997
Chase Manhattan Bank July 1992 - August 1994
Chase Manhattan Bank November 1990 - July 1992
Skills
Investments, Financial Services, Mutual Funds, Investment Management, Portfolio Management, Banking, Asset Managment, Fund Accounting, Securities, Mergers, Equities, Asset Management, Alternative Investments, Hedge Funds, Mergers & Acquisitions, ETFs, Global Custody, Management, Due Diligence
Education
Fordham Gabelli School of Business 1988 — 1990
Master of Business Administration (MBA), Investments and Securities
St. Bonaventure University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Accenture May 2011 - Present
Capco July 2007 - April 2011
State Street January 2001 - March 2007
PIMCO September 1998 - December 2000
Skills
Wedding Photojournalism, Spinning Instructor, Strategy, Business Process..., Fixed Income, Governance, Program Management, Financial Services, Hedge Funds, Investment Banking, Risk Management, Management Consulting, Change Management, Business Transformation, Capital Markets, Financial Risk, Business Analysis, Derivatives, Back Office, Trading
Education
Florida Metropolitan University 1998 — 1998
MBA, International Business
University of the Philippines 1988 — 1994
BA, Interior Design
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAugust 2015 - Present
Wolters Kluwer January 2013 - August 2015
State Street February 2012 - October 2012
Bank of America January 2011 - November 2011
Fidelity Investments March 2009 - December 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America January 2002 - January 2005
Bank of America 2003 - 2005
Skills
Business Analysis, Project Management, Project Planning, Strategy, Management, Process Improvement, Training, Leadership, Banking, Risk Management, Software Documentation, PMO, Software Project..., Human Resources, FrontPage, Customer Service, Microsoft Office, SDLC, Budgets, PeopleSoft, Auditing, SQL, Business Continuity, Brand Awareness, Oracle, Vendor Management, Private Banking, Metrics, Six Sigma, Finance, Investment Banking, Information Technology, Agile Project Management, Code Review, Scrum, Cost Basis, ARC, Analysis, Financial Services, Program Management, CRM, Change Management, Requirements Analysis, Business Process..., Testing, Cross-functional Team..., Requirements Gathering, Integration
Education
Fisher College
Bachelors, HR Management
Fisher College
Associates Degree, Computer Applications for Business Management
John d obryant
State Street February 2013 - Present
Skills
Risk Management, Portfolio Management, New Business Development, Project Management, Team Building, Data Analysis, Training, Hedge Funds, Asset Managment
Education
Fitchburg State University 1997 — 2001
B.S.
Saks Fifth Avenue July 2015 - Present
Tommy Hilfiger November 2013 - July 2015
Puma January 2013 - June 2013
State Street January 2012 - June 2012
bebe stores February 2011 - December 2011
JWT June 2010 - July 2010
India Se Magazine July 2009 - August 2009
Percept Picture Company June 2009 - July 2009
Pangea3 June 2008 - July 2008
Skills
Market Research, Management, Competitive Analysis, Microsoft Excel, Sales, Photoshop, Microsoft Office, PowerPoint, Analytics, Trend Analysis, Forecasting, Fashion, Apparel, Footwear, Styling, Pivot Tables, Budgets, Social Media, Social Media Marketing, Marketing, Business Strategy
Education
Fashion Institute of Technology
Northeastern University 2009 — 2013
BSBA, Marketing and Communications
The Chinese University of Hong Kong 2012 — 2012
Singapore American School 2000 — 2009
Commuity Boating Inc June 2015 - Present
Boston City Lights September 2007 - Present
State Street July 2014 - August 2014
Intel Computer Clubhouse Network September 2013 - April 2014
Phillips Brooks House Association Inc. September 2011 - March 2014
State Street July 2013 - August 2013
Phillips Brooks House Association Inc. May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Design Programs, Spreadsheets, Graphic Design, Business, Theatre, Performing Arts, Musical Theatre, Dance, Acting, Singing, Stage, Shakespeare, Entertainment, Choreography, Drama, Music, Improvisation, Ballet, Film, Stage Management, Comedy, Voice Acting, Contemporary Dance, Acoustic Guitar, Sailing, Sailing Instruction
Education
Northeastern University 2015 — 2019
Bachelor’s Degree, Graphic Design
Flagler College 2014 — 2015
Bachelorâs Degree, Graphic Design
Josiah Quincy Upper School 2010 — 2014
High School Diploma & IB Certificate
State Street 2006 - 2013
Skills
Data Stage, Oracle PL/SQL..., C++, Unix, SQL, Bank Reconciliation, Smartstream TLM
Education
Far Eastern State University
Master's degree, Applied Mathematics
State Street May 2015 - Present
State Street October 2009 - Present
Trend Micro August 2002 - April 2003
Skills
Systems Analysis, Software Engineering, Graphic Design, Databases, Troubleshooting, SDLC, Testing, Software Quality..., Software, Business Analysis, Software Documentation, Access, Visio, Data Analysis, Requirements Gathering, Process Improvement, Business Requirements, Windows, Project Management, Requirements Analysis, SQL, SharePoint, Risk Management, Business Process, VBA, User Acceptance Testing, Analysis, Business Process..., Microsoft Office, Microsoft SQL Server, Microsoft Excel, System Administration, Software Project..., Bloomberg, Corporate Actions, Financial Services
Education
Far Eastern University 1999 — 2003
Bachelor of Science (B.S.), Computer Information Science
Novant Health June 2013 - Present
Carolinas Healthcare System March 2013 - June 2013
State Street March 2010 - November 2012
State Street August 2009 - March 2010
Skills
Fixed Income, Financial Analysis, Essbase, Bloomberg Terminal, Intex Desktop, Summit, Trepp, Vantage, Intex, Financial Modeling, ABS, MBS, Valuation, Bloomberg, Derivatives
Education
Fordham University 2004 — 2007
Bachelors for Arts in Economics, Minor in Business Administration
Boston College High School 2000 — 2004
PricewaterhouseCoopers August 2010 - July 2012
State Street 2008 - 2009
Education
University of Massachusetts Boston 2007 — 2010
Management Science, Accounting
Federal University of Technology Akure
Industrial Mathematics
Softpak Financial Corp supporting State Street March 2015 - Present
Mr Man Handy April 2014 - Present
The Home Depot November 2010 - March 2015
Montessori School of Quincy September 2009 - December 2010
Let's Go Clay June 2008 - December 2010
AT&T February 2008 - August 2008
IBM Global Services April 2006 - February 2008
Braintree Board of Trade 2006 - 2008
State Street January 1998 - April 2006
Emerson Hospital 1993 - 1998
Skills
Employee Management, Organizing, Merchandising, Teaching/mentoring, Working With Children, IP Networking, Network Administration, Computer Hardware, Operations Management, VMS, Production Management, Project Coordination, Facilities Management, Vendor Relations, Inventory Control, Small Business, Ceramics, Oil Painting, Art Direction, Staff Training, Documentation, Clay Modeling, Photography, Software Documentation, Project Management, Ceramic, Customer Oriented, XP, Security, Youth Programs, Cisco Technologies, Team Leadership, Hardware, Management, Training, WAN, Information Technology, Firewalls, Network Security, Analysis, Networking, Technical Support, Software Installation, Vendor Management, Troubleshooting, Sales
Education
Fisher College 1985 — 1994
Associates Degree program, Computer Science
Hull High School 1971 — 1975
Computer Science, Art
Options Group 2003 - Present
Goldman Sachs Asset Management 1994 - 2000
Goldman Sachs 1994 - 2000
State Street Bank Luxembourg 1988 - 1994
State Street 1988 - 1994
Skills
Asset Management, Structured Products, Investments, Executive Search, Alternative Investments, Fixed Income, Hedge Funds, Credit, Distressed Debt, Special Situations, Investment Banking, Credit Derivatives, Fund Administration, Options, Private Equity, Asset Managment, Trading, Equities, Valuation, Capital Markets, Financial Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
BS, Business Administration
State Street January 2009 - April 2014
State Street February 2003 - January 2009
Deutsche Bank 1999 - February 2003
Bankers Trust 1990 - 1999
Morgan Guaranty Trust 1988 - 1990
Skills
Relationship Management, Key Account Management, Leadership, Global Custody, Fixed Income, SWIFT payments, Operations Management, Strategic Planning, Corporate Actions, Middle Office, Settlement, Financial Services, Global Strategy, Equities, Payments, Customer Service, Mutual Funds, Securities, Asset Management, Hedge Funds, Back Office, Team Building, Derivatives, Key Performance..., Project Management, Strategic Partnerships, International Standards, MBA, Transition Management, Staff Management, SWIFT Payments
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, International Finance
Grove City College 1984 — 1988
BA, International Business
VML September 2015 - Present
Waddell & Reed October 2013 - July 2015
UMB Bank November 2011 - July 2013
U.S. Central August 2006 - October 2010
State Street February 1999 - August 2006
Federal Reserve Bank of Kansas City January 1998 - September 1998
Johnson County Bank March 1996 - September 1998
Bank IV 1994 - 1995
Boogaarts Grocery Store 1989 - 1992
Skills
Outlook, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Banking, Analysis, Training, SDLC, Leadership, Management, Business Analysis, SharePoint, Software Documentation, Requirements Gathering
Education
University of Kansas 1994 — 1998
Bachelor of Science, Business Administration
Fort Hays State University 1988 — 1990
Russell High School 1984 — 1988
Diploma, Business
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
State Street July 2008 - December 2014
State Street October 2006 - July 2008
Hold Brothers On-Line Investment Services, LLC 2003 - 2006
Madison Trading 2002 - 2003
Andover Brokerage, LLC 2001 - 2002
Always & Forever, Inc. 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
Skills
Bloomberg, Equities, Fixed Income, Securities, Accounting, Derivatives, Mutual Funds, Finance, Bank Reconciliation, Financial Services, Portfolio Management, Trading, Account Reconciliation, Corporate Tax, Big 4, Financial Analysis, Financial Reporting, Fund Accounting, Corporate Actions, Fund Of Funds, Partnership Accounting
Education
Florida Atlantic University
BBA, Accounting
TD Bank August 2015 - Present
State Street March 2015 - August 2015
Santander Bank, N.A. August 2014 - March 2015
Santander Bank, N.A. August 2012 - August 2014
Skills
Banking, Credit, Loans, Retail Banking, Customer Service, Credit Analysis, Cross Selling
Education
Fisher College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Mount Ida College 2009 — 2012
Bachelor of Science (B.S.), Business Management: Accounting Concentration
Strenta Investment Management, Inc. (formerly Gamma Consulting) December 2013 - April 2015
Strenta Investment Management, Inc. February 2010 - December 2014
State Street June 2005 - December 2009
State Street June 2000 - June 2005
Grant Thornton 1995 - 2000
Skills
Reporting & Analysis, Executive Dashboards, Budget Forecasts, Asset Allocation, Fund Administration, Auditing, Investments, Accounting, Financial Reporting, Management, Finance, Internal Controls, Hyperion Essbase, Microsoft Excel, Compliance, Financial Analysis, SEC filings, US GAAP, Financial Services
Education
Florida Atlantic University 1990 — 1995
B.S., Accounting
Allied Barton/Novartis June 2010 - Present
Kelly Services/PNC Bank September 2009 - June 2010
Victoria's Secret September 2008 - May 2009
Framingham State University September 2007 - May 2009
UMass Boston July 2007 - August 2007
State Street July 2006 - August 2006
Skills
Cpr Certified, Access Control, Outlook, First Aid, AED, Customer Service, First Responder, Surveillance, Microsoft Word, Microsoft Office, Microsoft Excel, Data Entry, PowerPoint, Teamwork, Public Safety, Typing, Phone Etiquette, Loss Prevention, Emergency Services, Fire Safety, Rescue, Microsoft Publisher, Outlook Express, Clerical Skills, Cashiering, Retail, Receptionist Duties, SharePoint, Fire Extinguisher, Security, Office Administration, CPR Certified
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Entrepreneurial and Small Business Operations
Middlesex Community College 2010 — 2012
Associate of Science (AS), Business Administration, Management and Operations
Framingham State College 2007 — 2009
Biology, General
ADAMA Agricultural Solutions Ltd June 2012 - Present
International Consulting Consortium April 2010 - June 2012
State Street April 2008 - October 2008
JP Morgan Chase June 2005 - April 2008
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Data Analysis, Investments, Time Management, Leadership, Spanish, Mutual Funds, International..., Alternative Investments, Project Management, Management, Financial Modeling, Process Improvement, Economics, Analysis, Corporate Finance, Slavic languages, Strategic Planning, Management Consulting, Microsoft Excel, Marketing, Market Research, Business Analysis, Risk Management
Education
Florida International University - College of Business Administration 2009 — 2010
Master of international Business, International Business
Saint Anselm College 2000 — 2004
BA, Politics & International Relations
State Street April 2015 - Present
Skills
Foreign Exchange Trading, Foreign Exchange..., Financial Trading..., Competitive Intelligence, Communication Skills, Strategic Leadership, Financial Technical and..., Great Motivator, Business Strategy, New Business Development, Business Process..., Business Analysis, Lifestyle Planning, Goal-driven leader, Sales & Marketing..., Product Management, FX trading, Foreign Exchange, Trading, Strategy, Alternative Investments, Business Development, Commodity, Cross-functional Team..., Derivatives, Entrepreneurship, Equities, Executive Management, FX Options, Financial Markets, Leadership, Portfolio Management, Risk Management, Start-ups, Strategic Planning, Technical Analysis, Trading Systems, Banking, Currency, Electronic Trading, Equity Trading, Hedge Funds, Marketing, Marketing Strategy, Options, Investments, Financial Services, FX Trading
Education
Florida Atlantic University 2002 — 2005
Business
Lynn University 2001 — 2002
Business
Massachusetts Department of Revenue July 2014 - Present
Rue La La August 2013 - July 2014
Rue La La August 2011 - August 2013
State Street April 2010 - August 2011
State Street February 2009 - April 2010
State Street August 2008 - February 2009
CSN Stores August 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Retail, Inventory Management, Accounting, Data Analysis, Analysis, Cognos
Education
Fitchburg State University 2003 — 2007
BS, Business Management
Massachusetts Teachers Retirement Board November 2014 - Present
State Street August 2013 - November 2014
Purple Ink Insurance Agency January 2013 - July 2013
DSW May 2009 - February 2013
The Walker Center March 2012 - September 2012
Robert Evans Jr. Contracting May 2011 - January 2012
Homes Connection of Metrowest June 2007 - August 2009
Skills
Marketing, Customer Service, QuickBooks, Microsoft Office, Time Management, Mutual Funds, Financial Services, Retirement Planning, Retirement Savings, Calculations, Benefits Administration
Education
Framingham State College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
UMass Dartmouth 2008 — 2009
Ashland High School 2004 — 2008
EMC October 2012 - Present
EMC January 2010 - October 2012
EMC August 2008 - January 2010
State Street 2005 - 2006
Skills
VBA, Automation, Financial Analysis, Financial Reporting, Strategic Financial..., Process Automation, Reporting Automation, SAP, Macro, Software Development, Software Project..., Databases, Business Analysis, SQL, Process Improvement, Visio, Access, Vendor Management, Software Documentation, Business Intelligence, PeopleSoft, SDLC, Project Management, Microsoft Excel
Education
Framingham State College 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Framingham State College 2002 — 2005
Bachelor's degree, Marketing
State Street June 2015 - Present
Meridian-IQ July 2014 - October 2014
AXA Advisors April 2014 - July 2014
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Accounting, Financial Modeling, Bloomberg Terminal, Economics
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Don Bosco Prepatory High School 2007 — 2011
State Street November 2013 - Present
Marina Bay on Boston Harbor June 2006 - November 2013
Fisher College September 2009 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Java, Public Speaking, Teamwork, Windows, English, Event Planning, Spreadsheets, Accounts Receivable, Community Outreach, Outlook, Data Entry
Education
Fisher College 2009 — 2013
Bachelor of Science (BS), Accounting and Business/Management
Fidelity Capital Markets July 2012 - Present
State Street May 2011 - July 2012
State Street, Boston September 2009 - October 2011
State Street, London July 2010 - October 2010
Bank of America August 2006 - July 2007
Wachovia Bank June 2004 - July 2006
Skills
Financial Modeling, FX Options
Education
Harvard Business School 2007 — 2009
MBA
Florida State University 2000 — 2004
BS, Finance
PRA Health Sciences April 2015 - Present
PRA Health Sciences December 2012 - April 2015
State Street January 2011 - December 2012
Skills
Microsoft Office, Customer Service, Data Analysis, Leadership, Strategic Planning, Public Speaking, Clinical Research, Microsoft Word, PowerPoint
Education
Fort Hays State University
Bachelor's Degree, Business Administration and Management, General, 3.6
New Bedford Rehabilitation Hospital May 2014 - Present
Genesis HealthCare October 2013 - May 2014
Signature Healthcare Brockton Hospital January 2012 - May 2013
High Point Treatment Center January 2013 - February 2013
St. Joseph's Manor September 2011 - December 2011
State Street July 2007 - December 2010
Investors Bank & Trust November 1998 - June 2007
Investors Bank & Trust December 2003 - December 2006
Investors Bank & Trust June 2001 - December 2003
Investors Bank & Trust April 2000 - May 2001
Education
University of Massachusetts Dartmouth 2013 — 2015
Bachelor of Science (BS), Nursing
Signature Healthcare Brockton Hospital School of Nursing 2011 — 2013
Diploma in Nursing, Registered Nursing/Registered Nurse, 3.65/4.0
Fisher College 2011 — 2013
Associate of Science (A.S.), General Studies, 3.85/4.0
University of Massachusetts Dartmouth 1989 — 1993
John Hancock Life Insurance Company (U.S.A.) July 2007 - Present
State Street January 2007 - July 2007
Brown Brothers Harriman December 2000 - March 2002
Education
Fitchburg State University 1984 — 1988
Midland Loan Services June 2015 - Present
State Street October 1999 - June 2015
Skills
Accounting, Accounts Receivable, Financial Accounting, Accounts Payable, Internal Controls, General Ledger, GAAP, Account Reconciliation
Education
Fort Hays State University 1990 — 1997
BBA, Accounting
State Street July 2008 - Present
Raytheon June 2007 - July 2008
CVS Pharmacy September 2003 - June 2007
Skills
Unix, IT Audit, Information Security..., Access, Internal Audit, Risk Management, Perl, Information Security, COBIT, Cloud Security, Windows, Virtualization, Visual Basic, Information Technology..., COSO, NIST 800-53, SOX 404, Self-confidence, Keen Listener, Persistence, Highly articulate, Adaptability, Flexibility, Audit Management, ISO 27001, IIA Standards, Compliance, SQL, XML, Disaster Recovery, RACF, IBM iSeries, IBM Mainframe, Active Directory, Cyber Security, Service Delivery..., Linux, Regulatory Compliance, SSAE 16, Analytics, Sarbanes-Oxley Act, Data Privacy, CISA, ITIL v3 Foundations..., Visio, Business Analysis, Databases, Information Technology, Governance, Management
Education
Florida Institute of Technology 2003 — 2007
Management Information Systems, BS, Management Information Systems, General
CGS
CGS
International Fund Services, a State Street Company August 2009 - Present
State Street August 2007 - July 2009
Skills
Financial Analysis, Hedge Funds
Education
Fairleigh Dickinson University 2008 — 2009
M.S., Accounting
Ramapo College of New Jersey 2002 — 2007
B.S., Business Administration and Economics
Prudential Financial August 2015 - Present
Prudential Financial September 2014 - Present
Prudential Financial September 2013 - September 2014
Prudential Financial March 2011 - September 2013
Prudential Financial July 2007 - March 2011
State Street 2005 - 2007
State Street 2003 - 2005
Skills
Excel, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Consolidation, Corporate Finance
Education
Fairleigh Dickinson University 2008 — 2011
MBA, Finance
Rider University 1999 — 2003
Bachelor of Science (BS), Finance
HighSchool
Bank of New York Mellon 2001 - Present
SEI INVESTMENTS July 2000 - August 2001
State Street November 1992 - August 2000
Skills
Alternative Investments, Mutual Funds, Financial Services, Fund Administration, Financial Reporting, Fixed Income, Hedge Funds, Securities, Derivatives, Bloomberg, Equities, Management, Fund Accounting, Financial Analysis, Valuation, Private Equity, Trading, Bonds, Back Office, Finance, Options, Relationship Management, Financial Risk, Corporate Actions, Global Custody, Business Analysis, Portfolio Management, Asset Management, CRM, Risk Management, Capital Markets, Banking, FX Options, Fund Of Funds, Investments, Middle Office, Investment Management, Prime Brokerage, Swaps, Investment Banking
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science Business Administration, Finance
State Street June 2015 - Present
Citizens Bank November 2014 - June 2015
State Street Corp February 2008 - August 2014
State Street April 2000 - February 2008
Keane Inc. June 1995 - April 2000
Skills
Oracle, Data Warehousing, PL/SQL, SDLC, SQL, Unix Shell Scripting, Toad, Pearl, Unix, SCCS, Autosys
Education
Fitchburg State College 1990 — 1996
Bachelor's Degree, Management Information Systems, General
Taconic high school
State Street DirectorInvestors Bank & Trust2000 - 2007
Education
Florida Southern College 1994 — 1998
State Street April 2013 - Present
Caxton Associates April 2001 - April 2012
J.P. Morgan January 1992 - April 2001
JPMorgan Chase 1992 - 1994
Skills
Series 27, Interest Rate..., Exotic Derivatives, Foreign Exchange..., Commodities, Accounting, Hedge Funds, FX, Options, Fixed Income, Equities, Private Equity, Alternative Investments, Valuation, Credit Derivatives, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Pennsylvania State University 1988 — 1991
BS, Management
State Street January 2012 - Present
Fidelity Investments April 2007 - April 2012
Fidelity Investments April 2006 - April 2007
Fidelity Investments May 2002 - March 2006
Commerce.TV Corporation August 1999 - May 2002
GTE Internetworking (BBN Technologies) 1998 - 1999
Open Development Corporation / Glenayre June 1996 - December 1998
Skills
Process Improvement, Quality Assurance, Program Management, Team Building, Continuous Improvement, Certified Lean Six..., International Teams, Release Management, System Deployment, Six Sigma, Value Stream Mapping, Lean Manufacturing, Lean Thinking, Lean Management, SPC, 5S, DMAIC, Kanban, Voice of the Customer, FMEA, Employee Training, A3, QFD, COPQ, Gemba Kaizen, Control Charts
Education
University of Massachusetts, Amherst 1986 — 1991
BS/BA, Industrial Engineering/Operations Research, Economics
Villanova University 2009 — 2010
Masters Certificate, Lean Six Sigma Black Belt
Framingham State College
Masters, Business Administration
SunGard June 2013 - Present
Calypso Technology October 2011 - March 2013
State Street 2009 - July 2011
Prudential Bache Commodities 2001 - 2009
Merrill Lynch September 1989 - December 2001
Skills
Electronic Trading, Derivatives, Investment Banking, Equity Derivatives, Options, Portfolio Management, Back Office, Management, Trading Systems, Commodity, Securities, CRM, Financial Services, Risk Management, Middle Office
Education
Fordham University 1985 — 1989
BS, Business Administration
Commercial Real Estate January 2012 - Present
State Street June 2008 - January 2012
Skills
Fund Accounting, Account Reconciliation, Accounting, Financial Accounting, Auditing, Financial Statements, Tax, Microsoft Excel
Education
Fairleigh Dickinson University
MS, Accounting
Fairleigh Dickinson University
BA, Individualized Studies in Business
State Street August 2015 - Present
Liberty Mutual Insurance November 2013 - August 2015
Liberty Mutual Insurance December 2012 - November 2013
Self 2008 - November 2012
Staples September 2012 - October 2012
Suffolk University April 2012 - August 2012
Imagitas April 2011 - September 2011
Appleseeds August 2005 - September 2008
TJX 1998 - 2005
Dickinson Direct 1995 - 1998
Skills
Print Production, QuarkXPress, Direct Mail, InDesign, Graphic Design, Illustrator, Catalogs, Advertising, Photoshop, Layout, Direct Marketing, Web Design, Marketing, Graphics, Photography, Typography, Team Leadership, Strategic Planning, Project Management
Education
Rochester Institute of Technology 1988 — 1990
BFA, Graphic Design
Fashion Institute of Technology 1986 — 1988
AAS, Advertising
State Street January 2005 - Present
Columbia Management 2002 - 2004
Deutsche Bank 2001 - 2002
Kidder Peabody/Paine Webber 1994 - 1999
Education
Fairleigh Dickinson University 1979 — 1981
PHS
MSCI Inc. June 2014 - Present
Pace Global Energy Services, A Siemens Business July 2009 - May 2014
PPG Industries May 2008 - August 2008
State Street July 2005 - July 2007
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Valuation, Finance, Analysis, Derivatives, Data Analysis, Business Analysis, Project Management, Bloomberg, Program Management, Accounting, Economics, Trading, Leadership, Equities, Options
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance: Investments
Fordham University 2001 — 2005
BS, Public Accounting
Sprint July 2015 - Present
Sprint Nextel October 2012 - July 2015
Sprint Nextel June 2011 - October 2012
CenturyLink July 2006 - June 2011
H&R Block February 2005 - July 2006
Sprint May 1997 - February 2005
State Street May 1994 - May 1997
Skills
Forecasting, Business Case, Financial Analysis, Telecommunications, Essbase, Financial Modeling, Pricing, Process Improvement, Cross-functional Team..., Financial Reporting, Budgets, Vendor Management
Education
Fort Hays State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
State Street April 2015 - Present
State Street April 2013 - April 2015
State Street April 2011 - March 2013
State Street January 2011 - April 2011
State Street July 2008 - January 2011
State Street July 2006 - July 2008
Keane Inc November 2004 - May 2006
Deloitte September 2000 - November 2004
Skills
Variance Analysis, Account Reconciliation, Accounts Payable, Financial Forecasting, Consolidation, Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Microsoft Excel, Financial Accounting, Essbase, Forecasting, Budgets, Analysis, General Ledger, Access, Business Analysis, Financial Services, Hyperion Enterprise, Strategic Financial..., Budget Process, Financial Statements, Strategic Planning, PeopleSoft, Microsoft Word
Education
Framingham State College 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
HSBC September 2013 - Present
State Street October 2007 - September 2013
State Street 2007 - 2011
Skills
Business Analysis, Visio, Business Process, Access, Basel II, Risk Management, Financial Risk, PMO, Banking, Fixed Income, Credit Risk, Derivatives, Finance, Enterprise Risk...
Education
Fairleigh Dickinson University 2005 — 2007
Masters of Science, Accounting
Florida International University - College of Business 2004 — 2005
MBA, Finance
Loyola College, India 2001 — 2004
Bachelor of Commerce (B.Com.), Business/Commerce, General
Montfort Higher Secondary School
EMC Corporation March 2011 - Present
State Street September 2005 - December 2010
Pencom Systems August 1988 - September 2005
Skills
Employee Referral..., College Recruiting, Corporate Recruiting, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Sourcing, Program Management, Strategy, Recruiting, Hiring, Internet Recruiting, Talent Management, Employer Branding
Education
Fordham University 1984 — 1988
B.S., Psychology
State Street 2011 - Present
Merrill Lynch 2010 - 2010
Tremont Group Holdings, Inc. 2005 - 2009
Tremont Group Holdings, Inc. 2003 - 2005
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Analysis, Investments, Leadership, Financial Risk, Fixed Income, Equities, Risk Management, Financial Modeling, Private Equity, Asset Managment, Valuation, Bloomberg, Due Diligence, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Management, Strategy, Management, Asset Management, CRM, Economics
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (M.B.A.), Finance & Accounting
Loyola University Maryland 1999 — 2003
Bachelor's Degree, Finance
Iona Preparatory School
High School
Pioneer Investments July 2013 - October 2014
State Street Bank and Trust July 2005 - December 2011
State Street July 2005 - December 2011
Skills
Derivatives, Credit, Forecasting, Series 63, Portfolio Management, Analysis, Bloomberg, Investments, Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Asset Management, Financial Analysis, Trading, Customer Service, Risk Management, Funding, Microsoft Excel
Education
Fisher College 2002 — 2005
Bachelor's in Science, Business Management
New England School of Finance
Pending Master's of Science, Business Ethics and Compliance, concentration in Forensic Accounting
Massachusetts Army National Guard November 2007 - Present
Army National Guard July 2011 - May 2012
Army National Guard 2007 - July 2011
State Street April 1999 - November 2007
State Street 1999 - 2004
Skills
Team Building, Program Management, Military, Government, Leadership, Security Clearance, Army, Military Operations, Defense, DoD, Command, Project Planning, Operational Planning, Organizational..., Management, Team Leadership, Military Experience, Microsoft Office, Information Technology, Homeland Security, Emergency Management, National Security, Security, Leadership Development, Process Improvement
Education
Nichols College 2002 — 2004
Masters, Business Administration
Fitchburg State University 1994 — 1996
Bachelor of Science, Business Administration
Axial Financial Group and Swift Financial Services, Inc. January 2012 - Present
Swift Financial Services, Inc. April 2005 - Present
Capital Navigation Group 2001 - 2004
Capital Planning Associates, Inc. 1994 - 2001
State Street 1987 - 1993
Skills
Financial Planning, Asset Allocation, Time Management, Estate Planning, Financial Advisory, Portfolio Construction..., Investment Advisory, Life Insurance, Tax Advisory, Client Relations, Account Reconciliation, Trust Services, Problem Solving, Office Management, College Savings Plans, Financial Services, Retirement Planning, Securities, Mutual Funds
Education
Suffolk University
Bachelor's Degree, Business Administration and Management, General
University of Massachusetts Boston
Liberal Arts
Fisher College
Associate's Degree, Business
Dynamic Resources Inc October 2012 - Present
State Street 2008 - 2012
State Street 2003 - 2008
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1997 - 1999
Putnam Investments 1996 - 1997
Skills
Global Custody, Fund Accounting, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Global Plus, SWIFT messaging, Smartstream TLM, TLM, Corporate Actions, Customer Support, Business Requirements, User Acceptance Testing, Financial Reporting, Back Office, Foreign Exchange, Outsourcing Management, Securities, Mutual Funds
Education
Fairleigh Dickinson University 1992 — 1996
BS, Finance, Internation Business
Molisse Realty Group, LLC August 2008 - Present
State Street Bank February 2003 - April 2008
State Street 2003 - 2008
Bankers Trust /Deutsche Bank / State Street 1980 - 2008
Bankers Trust / Deutsche Bank / State Street Bank 1980 - 2008
Deutsche Bank May 1980 - February 2003
Bankers Trust Company 1980 - 1998
Skills
FX Options, Real Estate, Investment Properties, Asset Management, Mutual Funds, Securities, Equities, Fixed Income, Banking, Bloomberg, Derivatives, Middle Office, Investments, Financial Services, Vendor Management, Back Office, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance
Education
Ohio Northern University—Claude W. Pettit College of Law 1973 — 1974
Bachelor of Arts (BA), Political Science and Government
Fairleigh Dickinson University 1969 — 1973
BA, Political Scient
SSC January 2007 - July 2012
Putnam Investments January 2005 - December 2006
Fidelity Investments May 2000 - December 2004
Stonehill College February 1999 - 2001
!hey software inc. March 2000 - May 2000
Risk Management Foundation September 1999 - March 2000
Putnam Investments May 1999 - September 1999
State Street March 1987 - March 1999
State Street Bank 1987 - 1999
Skills
Java, Java Enterprise Edition, EJB, Struts, JDBC, SOAP, JAXB, JSP, JMS, JAAS, Spring, Websphere, Glassfish, Sun One Java..., WebLogic, TomCat, Unix, UNIX (Linux, RedHat..., Unix Shell Scripting..., SQL, Oracle 8i/9i/10g/11g..., Sybase, DB2, SOA, TIBCO Rendezvous, Perl Script, HTML, JavaScript, Log4j, SiteMinder, AutoSys, XML, XSD, XSTL, SDLC, XML Spy, Beyond Compare, Fund Reconciliation, Corporate Actions, Pension Calculations, FTP / SFTP / FTPS /..., Solaris
Education
Fitchburg State University 2014 — 2015
Master of Science (MS), Computer Science
Fitchburg State University
BS Computer Science, Computer Science
Chelmsford High School
University of Massachusetts at Lowell
Computer Science
Zurich North America November 2014 - Present
State Street April 1999 - August 2014
State of Kansas March 1992 - December 1998
Aviation Systems Command September 1987 - March 1992
Skills
Microsoft SQL Server, IBM Mainframe, Unix, SQL, Autosys, JCL, PL/1, OPCA, REXX, Crystal Reports, DOS commands, Perl Script, File Transfer, PGP, FTP, COBOL, HP3000, AS400 system, Requirements Gathering, Systems Analysis
Education
Johnson County Community College 2014 — 2015
Project Management Professional (PMP®) Certification Training Courses
Fort Hays State University
Bachelor's degree, Mathematics and Computer Science
Washburn University
Bachelor's degree, Criminal Justice and Corrections
Thomas More Prep-Marian High
State Street August 2004 - January 2011
Skills
SDLC, Software Development, SQL, Java, Enterprise Architecture
Education
Fitchburg State University
OHL April 2006 - Present
Ferrellgas September 2003 - March 2006
State Street August 2002 - August 2003
Skills
Accounts Receivable, Inventory Management, Supply Chain, Operations Management, Warehousing, Purchasing, Start-ups, Supply Chain Management, Logistics, 3PL, Warehouse Management, Logistics Management
Education
Fisk University 1990 — 1994
BS, Business Admin conc in Acctg
Retail Consultant December 2008 - Present
State Streeet July 2006 - December 2008
State Street 2006 - 2008
Fleet Bank 1987 - 2004
Education
Framingham State University 1981 — 1985
BA, Social Sciences
Port Chester School District August 2015 - Present
State Street January 2012 - June 2015
AllianceBernstein August 2010 - January 2012
Alliance Bernstein May 2009 - August 2010
AB August 2007 - May 2009
AB August 2006 - July 2007
Education
Fordham University 2002 — 2006
BS, Accounting & Finance
Universidad de Sevilla 2005 — 2005
International Business- (G.L.O.B.E) Program Specialization
Rabobank January 2015 - Present
GE Capital 2012 - 2014
State Street 2007 - 2010
Skills
Bloomberg, Capital Markets, Portfolio Management, Valuation, Fixed Income, Equities, Financial Modeling, Hedge Funds, Bloomberg Terminal, Financial Markets, SQL, VBA, Due Diligence, Financial Risk, Mergers & Acquisitions, Bonds, Analysis, Securities, Private Equity
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Fordham Gabelli School of Business 2010 — 2011
Master's Degree, Management Information Systems
UNE 2002 — 2006
Bachelor's Degree
State Street August 2007 - Present
Investors Bank and Trust Company June 2006 - July 2007
Investors Bank and Trust Company January 2005 - May 2006
Investors Bank and Trust Company March 2004 - December 2004
Investors Bank and Trust Company April 2002 - March 2004
Investors Bank and Trust Company January 2001 - April 2002
Education
Northeastern University 1999 — 2001
Master of Arts (MA), Economics
Fergusson College 1995 — 1998
Bachelor's degree, Economics
State Street February 2015 - Present
State Street Corp August 2012 - February 2015
State Street Alternative Investment Solutions April 2008 - August 2012
Seligman Data Corp May 2006 - April 2008
Seligman Data Corp July 2004 - May 2006
Citigroup Fund Services (formerly Forum Financial) May 2002 - April 2004
Citigroup Fund Services (formerly Forum Financial) January 1998 - May 2002
Skills
Investments, Information Management, Transfer Agency, Mutual Funds, Hedge Funds, Financial Services, Business Process, Business Analysis, Alternative Investments, Equities
Education
Florida Institute of Technology 2009 — 2011
MBA, Finance / Accounting
University of Phoenix 2005 — 2008
BS, Business / Finance
United States Air Force Technical School 1997 — 1997
Information Management
Fore River Associates, LLC October 2014 - Present
State Street April 2010 - September 2014
State Street October 2007 - August 2010
PricewaterhouseCoopers January 2000 - September 2007
Skills
Accounting, SEC filings, Financial Analysis, Financial Reporting, Equities, External Audit, US GAAP, GAAP, Auditing, Financial Modeling, Internal Controls, SEC Filings, Sarbanes-Oxley Act, Finance, CPA, Financial Accounting, Corporate Finance, Due Diligence, Financial Services, Mergers & Acquisitions, Tax, Consolidation, Management, Banking, Process Improvement, Assurance, International Accounting
Education
Fordham University 1999 — 2001
BS, Accounting
Hemenway & Barnes April 2014 - Present
State Street January 2011 - March 2014
State Street September 2008 - December 2010
State Street January 2007 - September 2008
Investors Bank & Trust December 2005 - January 2007
Skills
Mutual Funds, Fund Accounting, Corporate Actions, Accounting, Investments, Microsoft Office, Securities, Internal Audit, Business Analysis, Microsoft Excel, Fund Of Funds, Financial Services, Equities, Financial Analysis, Fixed Income, Alternative Investments, Asset Management, Settlement, Financial Reporting, Analysis, Process Improvement, Hedge Funds, Bloomberg, Trading, Management, Banking, Financial Risk
Education
Fitchburg State University
Bachelor of Science (B.S.), Computer Information Systems
Royal Bank of Canada June 2010 - Present
JPMorgan Chase (Formerly Bear, Stearns & Co) September 2005 - June 2010
Brown Brothers Harriman June 2003 - May 2005
Brown Brothers Harriman June 1998 - June 2003
Brown Brothers Harriman August 1995 - June 1998
State Street June 1994 - August 1995
Skills
Mutual Funds, Analysis, Customer Service, Banking, Trading, Accounting, Finance, Financial Analysis, Business Analysis, Risk Management, Series 7, Series 63, Analytics, Financial Reporting, Securities, Writing, Series 24
Education
Fordham University
Master of Business Administration (MBA), Finance and Marketing, 3.5 GPA
University of Massachusetts, Amherst
Bachelor's degree, Economics and Political Science
Dow Jones December 2014 - Present
Johnson Controls November 2013 - December 2014
Dow Jones March 2010 - November 2013
Sun Capital Partners 2007 - 2009
Medical Staffing Network Healthcare, LLC 2006 - 2007
Davco Electrical Contractors Corp. 2006 - 2007
ADT Security Services 2004 - 2005
State Street 2002 - 2004
Skills
Financial Analysis, Financial Reporting, Auditing, Financial Modeling, Accounting, Corporate Finance, Variance Analysis, Finance, Forecasting, Financial Accounting, General Ledger
Education
Florida State University - College of Business 1999 — 2002
BS, Finance
Homesite Insurance September 2013 - Present
Professional-guru March 2014 - Present
HealthcareSource January 2011 - September 2013
TJX January 2010 - January 2011
CIGNA Healthcare January 2009 - December 2009
State Street August 2008 - January 2009
Florida International University July 2007 - August 2008
Skills
SQL, SSRS, Microsoft SQL Server, SSIS, Data Warehousing, Requirements Analysis, Agile Methodologies, TFS, ETL, .NET, T-SQL, C#, Oracle, XML, Data Migration, SSAS 2008, Octopus, Tableau, Scrum, Project Management, Data Management, Business Intelligence..., Pentaho, Insurance
Education
Florida International University 2007 — 2008
Master of Science (MS), Engineering, Masters
St Ann's Rajahmundry
University of Massachusetts Lowell
BNY Mellon December 2009 - Present
Columbia Management April 2008 - March 2009
Investors Bank and Trust 2007 - 2008
State Street 2007 - 2008
Best Buy 2004 - 2007
Education
Framingham State University
IBM Retirement Funds April 2011 - Present
RAI Group 2009 - April 2011
State Street 2005 - 2009
Prudential Financial 2004 - 2005
Prudential Financial 2002 - 2004
Deutsche Bank 2000 - 2002
Bugen Stuart Korn & Cordaro 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Risk Management, Compliance, Financial Analysis, Derivatives, Performance Attribution, Mutual Funds, Equities, Performance Measurement, Asset Allocation, Financial Markets, Securities, Bloomberg, Financial Services, Private Equity, Capital Markets, Financial Modeling, Asset Management, Strategic Financial..., Analytics
Education
Fairleigh Dickinson University
Certificate, Financial Planning
Ramapo College of New Jersey
BS, Business Administration
OSRAM SYLVANIA August 2011 - Present
National Grid June 2005 - August 2011
State Street July 1998 - June 2005
Education
Boston University
MS, Investment Management
Florida State University
BS, Economics
State Street July 2011 - Present
Education
Florida State University - College of Business 2006 — 2007
MBA, Concentration in non-profit management
Williams College 2000 — 2004
BA, Economics and Theatre
State Street CEONorth American Electric Reliability Corporation2005 - 2010
National Grid 1998 - 2004
New England Electric System 1998 - 2004
Consortium for Energy Efficiency (CEE) 1992 - 1994
Education
Florida State University 1967 — 1971
Great Northeast Athletic Conference May 2012 - Present
State Street September 2010 - June 2011
Florida State University August 2008 - August 2009
Florida State Seminole Boosters January 2009 - June 2009
Providence College Recreation Department September 2002 - May 2006
Education
Florida State University 2008 — 2009
Master's degree, Sport Management and Administration
Providence College 2002 — 2006
Bachelor's degree, Business Management and Finance
Portolan Capital Management, LLC December 2010 - Present
Weston Financial June 2004 - December 2010
State Street July 2002 - June 2004
State Street 1999 - 2002
Skills
Investments, Compliance, Securities, Financial Analysis, Financial Reporting, SEC filings, Fund Accounting, Bloomberg, Fund Administration, Equities, Hedge Funds, SEC, Financial Regulation, Finance
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Fitchburg State University 1991 — 1995
BS, Economics
Citi April 2012 - Present
State Street Bank April 2011 - March 2012
State Street May 2008 - April 2011
Skills
Private Equity
Education
Fairleigh Dickinson University 2006 — 2008
Master, Accounting
Shanghai University of Finance and Economics
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
State Street October 2013 - Present
State Street January 2012 - October 2013
M.T. Maritime Management (USA) LLC September 2010 - February 2012
WTAS, LLC September 2008 - September 2009
Merrill Lynch October 2007 - June 2008
Marine Money International November 2006 - May 2007
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Auditing, Financial Modeling, Financial Statements, Microsoft Excel, General Ledger, Financial Analysis, Internal Controls, Analysis, Budgets
Education
Fordham University 2004 — 2008
B.S., Accounting
Genzyme March 2014 - Present
State Street July 2013 - March 2014
State Street July 2012 - July 2013
State Street August 2010 - July 2012
YMCA January 2009 - February 2011
Skills
Microsoft Excel, Microsoft Office, Access, Account Reconciliation, NAV, Fund Accounting, Event Planning, PowerPoint, Financial Analysis, Outlook, Financial Reporting, Microsoft Word, Customer Service, Management, Public Speaking, Research, Sales
Education
Fisher College 2006 — 2010
Bachelor of Science Degree in Management, Concentration Accounting
McCrossan Enterprises, LLC March 2008 - Present
State Street January 1995 - August 2004
JPMorgan Chase June 1987 - January 1995
Skills
Risk Management, Compliance, Data Warehousing, Asset Management, Due Diligence, Offshoring, Asset Managment, Governance, Outsourcing, Outsourcing Management, Management, Leadership, Finance, Business Transformation, Business Strategy, Financial Risk, Financial Services, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Derivatives, Investment Management, Capital Markets, Hedge Funds, Private Equity, Corporate Actions, Fund Of Funds, Bloomberg, Investment Banking, Emerging Markets, Financial Markets, ETFs, Trading Systems, Back Office
Education
Fordham University
BA, Political Science
State Street Account LiaisonDST, IncJanuary 1998 - October 1999
Education
Fort Hays State University 1990 — 1997
BBA, Accounting, Mathematics
Fort Hays State University 1990 — 1997
BBA, Accounting, Mathematics
State Street June 2011 - Present
ApaTech Inc January 2008 - February 2011
Todd G Patkin Companines, LLC September 2006 - 2007
Autopart International January 2002 - August 2006
Autopart International, Inc January 1982 - January 2002
Skills
Sales Management, Recruiting, Leadership, Strategic Planning, Human Resources, Budgets, Maptitude, Training, Management, Forecasting, Employee Relations, Customer Service, Marketing Strategy, Sales, Sales Operations, Strategy, Cross-functional Team...
Education
Fisher College
Associates Degree, Business Management
Merrill Lynch April 2014 - Present
Merrill Lynch February 2012 - April 2014
Merrill Lynch April 2011 - February 2012
State Street June 2007 - April 2011
Skills
Mutual Funds, Financial Services, Fund Accounting, Investments, Equities, 401k, Non-Qualified Deferred..., Series 7, Financial Advisory, Alternative Investments, Financial Analysis, Retirement
Education
Fairleigh Dickinson University 1999 — 2003
Bachelor of Science (BS), Finance
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
State Street September 1990 - Present
Mediqual Systems September 1990 - June 1991
Skills
Microsoft Office, SDLC, Financial Analysis, SQL, Business Continuity..., Toad, Systems Analysis
Education
Fitchburg State College 1985 — 1989
BS Computer Science
Old Mutual Asset Management 2012 - Present
State Street 2007 - 2012
Brown Brothers Harriman 2001 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Internal Audit
Education
Fitchburg State University
Tyler & Reynolds October 2001 - Present
State Street March 1992 - August 2001
Education
Fisher College
Associate of Arts (A.A.)
State Street 2007 - Present
Putnam Investments December 1997 - December 2006
Skills
Microsoft Excel, SQL, Unix, Linux, VAX, Microsoft Word, Microsoft Office, Beyond Compare, Putty, Outlook, PSFTP, FTP
Education
Worcester State College 1996 — 1997
Bachelor's degree, Accounting
Fitchburg State College 1992 — 1996
PayPal February 2015 - Present
Genentech May 2014 - February 2015
State Farm April 2010 - April 2014
State Street August 2009 - April 2010
Infosys June 2007 - August 2008
Skills
QlikView, QlikView Development, Business Objects, TPF, Java, JavaScript, VBScript, Batch Files, Linux, Data Warehousing, ETL, DB2, Business Intelligence, SSIS, Crystal Reports, SSRS, Data Modeling, PL/SQL, T-SQL
Education
Fitchburg State College 2008 — 2010
Master's degree, Computer Science, 4.0
Jawaharlal Nehru University 2003 — 2007
Bachelor's degree, Computer Science, 3.5
Wells Fargo May 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company February 2014 - May 2014
State Street May 2013 - August 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance and Applied Accounting, Concentration in Alternative Investments
Westford Academy 2007 — 2011
High School
St. Mary of the Annunciation Parish May 2013 - Present
St. Mary of the Annunciation Catholic Church May 2013 - Present
State Street September 2012 - April 2013
ABCD Head Head Start January 2011 - February 2012
Skills
Bilingual-English/Spanis..., Microsoft Office 2007, Windows XP Pro, SAP, Sabre, Notary Public, Communication Skills, Wilderness First Aid..., Cpr Certified
Education
Fisher College 1991 — 1993
Associate of Science (A.S.), Travel and Hospitality Management