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.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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 June 2014 - June 2015
State Street Corporation January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Accounting, Leadership, Research, Data Analysis, Financial Reporting, Public Speaking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Master of Science in Accountancy, Accounting
University of Central Missouri 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Splunk January 2013 - Present
Visa November 2012 - January 2013
Visa May 2011 - November 2012
Walmart.com July 2010 - May 2011
State Street December 2007 - July 2010
Wipro 2005 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Kurukshetra University 2001 — 2004
Master of Computer Applications (MCA), Computer Science
Holy Child School Sonepat
Kelly Services November 2014 - Present
Target July 2012 - May 2014
Kansas State University August 2011 - May 2012
Kansas State University Rabies Laboratory February 2009 - September 2011
State Street June 2010 - July 2010
Skills
Entrepreneurship, Management, Training, Public Speaking, Community Outreach, Financial Analysis, Customer Service, Policy, PowerPoint, Microsoft Excel, Research, Microsoft Office, Leadership, Time Management, Budgets
Education
Kansas State University 2011 — 2012
Master of Business Administration (M.B.A.)
Kansas State University 2007 — 2011
Bachelor of Science, Economics
Lincoln International July 2012 - Present
Lazard June 2011 - August 2011
Prudential Capital Group March 2007 - July 2010
Citadel Investment Group September 2005 - March 2007
State Street July 2003 - September 2005
UNIDIR 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investments, Due Diligence, Fixed Income, Bloomberg, Equities, Investment Banking, Venture Capital, Mergers, Asset Managment, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
The University of Kansas 1998 — 2003
BA, Political Science, International Studies
Kent State University 2002 — 2002
International Relations
Combined Jewish Philanthropies (CJP) January 2015 - Present
Hillel Council of New England September 2012 - December 2014
State Street September 2011 - August 2012
Southern New Hampshire University August 2006 - May 2011
Southern New Hampshire University August 2006 - May 2011
Southern New Hampshire University August 2006 - April 2009
Skills
Leadership Development, Budgeting, Staff Development, Interviewing, Facebook, Volunteer Recruiting, Recruitment/Retention, Student Recruitment, Team Building, Building Relationships, Diversity Training, Diversity, Student Recruiting
Education
Southern New Hampshire University 2007 — 2009
Master of Science; Graduate Certificate, Organizational Leadership; Human Resource Management
Southern New Hampshire University 2007 — 2008
MS Organizational Leadership, Human Resource Management Certificate
Keene State College 2002 — 2006
BA Communication, Communication
Keene State College 2002 — 2006
Bachelor of Arts, Communication
American University of Rome
State Street January 2015 - Present
Suncorp July 2009 - October 2014
Repco April 2004 - July 2009
Skills
Agile Methodologies, Web Services, Web Applications, Drupal, Team Leadership, JavaScript, Mobile Applications, SQL, Java, Business Analysis, Web Development, Agile Project Management, jQuery, Web Content Management, iPhone Application..., Mobile Web Design, Continuous Integration, HTML5, CSS, Java Enterprise Edition, SASS, Compass, Software Development PHP, XML, Software Development, AJAX, MySQL, Git, Apache, Testing, Linux, REST, JSON, SDLC, Amazon Web Services..., JSP, Requirements Analysis, Test Automation, Scrum, Management, Enterprise Software, Jenkins, SEO, Test Driven Development, JIRA, Integration, HTML, Spring Framework, PHP, Unix
Education
La Trobe University 2004 — 2008
Bachelor's Degree, Computer Science
J.P. Morgan January 2014 - July 2015
Goldman Sachs August 2011 - November 2013
UBS Investment Bank October 2009 - July 2011
GFX Group SA (Forex.ch) May 2009 - September 2009
BNP Paribas April 2008 - October 2008
Hinduja Bank (Switzerland) Ltd June 2007 - September 2007
State Street May 2006 - August 2006
Skills
Derivatives, Equities, Private Banking, FX Options, Interest Rate..., Product Control, Financial Services, Investment Banking, Banking, Options, French, Market Risk, Commodity, Oil/Gas, Commodity Markets, Oil & Gas Industry, Base Metals, Emerging Markets, Commodity Risk..., Bonds, Precious Metals, FX, Swaps, Equity Swaps, Middle Office, Risk Management, Equity Derivatives, SAP, Murex, FX Derivatives, P&L Analysis, Microsoft Office, Bloomberg, Cash Flow, Online Brokerage, Brokerage, Brokers, Structured Products, Reporting & Analysis, Futures, Forwards, Index Options, Index Arbitrage, Risk Analytics
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Université Paris Sud (Paris XI) 2007 — 2008
Master in Strategy and Financial Engineering, Finance
Karlstad University 2006 — 2007
Master 1 Bank Finance and Risk Management, Finance
Université Lumière (Lyon II) 2005 — 2006
Bachelor in Banking Finance and Risk Management, Finance
Université Bordeaux I 2003 — 2005
DUT Gestion Administrative et Commerciale
Lycée J.Amyot 2000 — 2003
Baccalauréat Sciences Economiques et Sociales, Economics
EY July 2014 - Present
State Street September 2002 - July 2014
Bank of America January 1999 - September 2002
The Guardian Life Insurance Company of America 1998 - 1998
AIG 1993 - 1997
Skills
Deferred Compensation, Employee Engagement, Organizational Design, Personnel Management, Vendor Management, Equities, Banking, Risk Management, Employee Benefits, Generalists, Applicant Tracking..., Fixed Income, Human Resources, HR Consulting, Process Improvement, Financial Services, HRIS, Corporate Actions, Executive Pay, Mutual Funds, Training, Hedge Funds, Leadership Development, Succession Planning, Employee Relations, Performance Management, Relationship Management, SDLC, Benefits Administration, Leadership, Workforce Planning, Organizational..., Change Management, HR Policies, Recruiting, Management, Organizational..., College Recruiting, Technical Recruiting, Interviews, Sourcing, Conflict Resolution, Executive Management, Mergers & Acquisitions, Client Services, Strategy, Outsourcing, Job Descriptions, Hiring, Expatriate Management
Education
La Salle University 1993 — 1997
South Side High School 1989 — 1993
EY July 2014 - Present
eFinancial Communications, Inc May 2011 - February 2014
bluehornet, a Digital River Company February 2010 - February 2012
Lender Processing Services, Inc. (LPS) February 2009 - February 2010
Independent Consultant April 2006 - February 2010
Capital Group Companies April 2005 - April 2006
State Street March 2000 - November 2004
Skills
SDLC, Analysis, Agile, Business Requirements, Systems Analysis, Vendor Relations, Business Analysis, Product Management, Business Strategy, Change Management, Process Improvement, Management Consulting, Risk Management, Problem Solving, Visio, Process Engineering, Business Process, Team Leadership, Program Management, Strategic Planning, Requirements Gathering, Requirements Analysis, Customer Relations, Contract Negotiation, Mentoring, Vendor Management, Integration, Business Intelligence, Executive Management, Outsourcing, SQL, Business Management, New Business Development, Competitive Analysis, Data Analysis, Salesforce.com, Team Building, Operations Management, PMP, Software Project..., Banking, Governance, Agile Methodologies, Management, Project Management, Quality Assurance, Leadership, Software Development, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, General
King's College London 1996 — 1999
BSc, Computer Science
State Street March 2014 - Present
EY 2008 - 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Valuation, Access, Corporate Finance, PowerPoint
Education
Kaplan University-Davenport Campus
Master's degree, Finance
Lee & Associates Commercial Real Estate Services May 2014 - Present
State Street March 2012 - March 2014
Skills
Administrative..., Office Administration, Administration, Clerical Skills, Clerical Work, Secretarial Skills, Receptionist Duties, Executive..., Executive Support, Customer Support, Customer Service
Education
Katharine Gibbs School 1999 — 2001
Associate's degree, Business Administration and Management, General
WordStream September 2014 - Present
Custody Specialist, Associate II March 2012 - September 2014
State Street March 2012 - November 2012
Frank Pepe Restaurant May 2007 - March 2012
City Clerk's Office September 2010 - January 2011
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Derivatives, Portfolio Management, Financial Analysis, Financial Services, Securities, PPC, Conversion Optimization, Landing Page..., Microsoft Office, Salesforce.com, Customer Service, CRM, PPC Bid Management, Consulting, Creative Strategy, Asset Management, SaaS, Social Media Marketing, Blogging, Google Adwords, Online Advertising, Lead Generation, Online Marketing, Marketing Strategy, Team Leadership, SEM, Digital Marketing, Mobile Advertising, Strategic Planning, Paid Search Strategy, Content Strategy, Bing advertising, Account Management, Social Media, Data Analysis, Web Marketing Strategy, Marketing Communications, Display Advertising
Education
Keene State College 2007 — 2011
Bachelor's of Science, Business Administration and Management, General
State Street December 2012 - May 2013
RA Tax and Accounting January 2012 - May 2012
The Tax Institute at H&R Block December 2010 - April 2011
Roni Deutch Tax Center January 2009 - April 2009
Arizona State University May 2008 - December 2008
Jackson Hewitt January 2007 - April 2008
State Street December 2005 - September 2007
Skills
Tax Preparation, Financial Analysis, Financial Reporting, Bookkeeping, Problem Solving, Process Improvement, Due Diligence, GAAP, Compliance, 10 Key, Accounts Receivable, Accounting, Budgets, Time Management, Sales, Customer Service, Accounts Payable, General Ledger, Finance, Microsoft Office, Human Resources, Tax, Auditing, Financial Statements, Account Reconciliation, Forecasting, QuickBooks, Access, Outlook, Inventory Management, Journal Entries, Microsoft Excel, Cash Flow, Employee Benefits, Analysis, Data Entry, Microsoft Word, Leadership, Management, Administration, Training, Sourcing, Fixed Assets
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Business Administration
Park University 2003 — 2006
B.A., Accounting & Business Admin.- Finance
Washington Trust Mortgage Company January 2011 - Present
Bank of America April 2005 - December 2010
Boston Mortgage Consultants September 2004 - April 2005
Fleet Bank September 2002 - September 2004
Hollister, Inc January 2000 - September 2002
State Street January 1998 - January 2000
First Data Corporation 1997 - 1998
PanAgora Asset Management 1996 - 1997
Investors Bank & Trust 1994 - 1996
Skills
Investments, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Coaching, Banking, Refinance, Credit Analysis, Residential Mortgages
Education
Suffolk University 1996 — 1998
M.B.A.
Keene State College 1989 — 1993
B.S., Management
Gilford High School 1985 — 1989
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - February 2015
Wellington Management October 2012 - March 2014
Amica Mutual Insurance March 2012 - October 2012
State Street November 2007 - February 2012
Skills
SDLC, Visio, Requirements Gathering, Systems Analysis, XML, Strategic Planning, Requirements Analysis, Business Analysis, SQL, SharePoint
Education
Western Kentucky University 2005 — 2007
Master's degree
University of South Carolina-Columbia 2003 — 2005
Bachelor of Science (BSc), Finance & Business Economics Majors
Kenyatta University 2001 — 2002
Starehe Technical Training Institute / Kenya Institute of Management (KIM) 2000 — 2001
Diploma, Computers / Management Information Systems
Starehe Boys Centre & School 1995 — 1999
State Street July 2013 - Present
Credo Financial Services January 2013 - May 2013
H&R Block December 2008 - April 2009
Republic Bank (Guyana) Ltd August 2005 - October 2006
Republic Bank July 1990 - August 2005
Skills
Tax Preparation, QuickBooks, Journal Entries, General Ledger, Accounting, Financial Statements, Account Reconciliation, Accounts Receivable, Bookkeeping, Accounts Payable, Fixed Assets, Financial Reporting, Bank Reconciliation, Financial Accounting, Tax, Accruals
Education
Kennesaw State University 2010 — 2021
Bachelor of Business Administration (BBA), Accounting
University of Guyana 2003 — 2005
Associate's degree, Accounting
Harvard Business Publishing March 2010 - Present
State Street January 2010 - March 2010
Forge November 2005 - October 2009
PARTNERS + simons December 2002 - November 2005
Allen & Gerritsen August 2001 - April 2002
Gillette 2001 - 2001
Prospera Design/Weber Shandwick 1997 - 2001
Phillips Plastics 1995 - 1997
Skills
Corporate Branding, Branding & Identity, Art Direction, Graphic Design, Problem Solving, Project Management, Logo Design, Typography, Advertising, Collateral, Web Design, Leadership, Adobe Creative Suite
Education
The Ohio State University 1991 — 1995
BSID, Visual Communications Design
Kent State University 1989 — 1991
EMPOWER Retirement September 2014 - Present
State Street February 2013 - September 2014
Jeffrey W. Attwood Consulting January 2008 - December 2012
Prairie Capital Management LLC 1997 - January 2008
State Street 1996 - 1997
Skills
Financial Analysis, Mutual Funds, Investments, Finance, Microsoft Office, Alternative Investments, Process Improvement, Financial Modeling, Securities, Strategic Planning, Fixed Income, Business Analysis, Operations Management, Due Diligence, Equities, Financial Services, Bloomberg, Private Equity, Valuation
Education
Keller Graduate School of Management of DeVry University
Master's, Business Administration
University of Missouri-Columbia, College of Business
Bachelor's, Business Administration with Finance Concentration
State Street April 2010 - Present
MetLife January 2003 - March 2010
Fidelity Investments October 1987 - December 2002
Skills
Change Management, Strategic Sourcing, Outsourcing, Program Management, Vendor Management, Supplier Diversity, Cross-functional Team..., Procurement, Data Analysis, Supply Management, Leadership, Human Resources, Project Management, Team Management, Contract Negotiation, Supply Chain, Process Improvement, Sourcing, Management Consulting, Management, Negotiation, Project Planning, Team Building, SDLC, Strategic Planning, Operations Management, Global Sourcing, CRM, Team Leadership, Contract Management, Strategy
Education
Kent State University - Graduate School of Management
MBA
State Street 2011 - Present
Currenex - A State Street Company May 2008 - Present
Eastman Kodak May 2006 - May 2008
UBC – Electrical Engineering – Human Computing January 2006 - April 2006
AdvancedIO Systems Inc October 2005 - December 2005
Navigata Communications July 2000 - July 2004
Skills
Java, Visual Studio, C#, Linux, Agile Methodologies, Object Oriented Design, C++, JavaScript, Software Development, Swing, GWT, System Architecture, Perforce, ClearCase, HTML, Flex, Python, Objective-C, C, UML, User Interface Design, User Experience, Code Review, Mentoring, Employee Hiring, Jasper Reports, SQL, Subversion
Education
The University of British Columbia 2003 — 2006
B.Sc., Computer Science
Langara College 2001 — 2003
Engineering Certificate, Physics, Chemistry, Computer Science
State Street March 2011 - Present
State Street April 2008 - January 2011
Skills
Fund Accounting, Mutual Funds, Account Reconciliation, Accounting, Corporate Actions, Internal Audit, Investments, Bloomberg, Equities, Fixed Income, Fund Administration, Securities
Education
Kansas Wesleyan University 2007 — 2009
Bachelor of Arts, Accounting, 3.5
Kansas Wesleyan University 1999 — 2005
Bachelor of Science, Business, Computer Science, CIS, 3.5
Morgan Stanley August 2015 - Present
Prudential Fixed Income July 2014 - August 2015
Societe Generale June 2013 - June 2014
State Street November 2012 - June 2013
Barclays May 2012 - November 2012
Goldman Sachs July 2010 - October 2011
Lafayette College August 2009 - May 2010
Posse 2006 - 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Public Speaking, Microsoft Excel, PowerPoint, Vlookups, Macros, MISYS, GTSS, FXALL, TRAIANA/Harmony, Microsoft Word..., PowerPoint Proficiency, Public Speaking Skills, Presentation Skills, Customer Service..., Client Relationship..., Finance, Banking, FX Options, Settlement, Risk Management, Microsoft Word, Foreign Exchange, SWIFT payments, Swift Alliance, Macro, Financial Analysis, Vlookup, Prime Brokerage, Bloomberg, Customer Experience, Trading, Fixed Income
Education
Regent University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 2006 — 2010
BA, Interdisciplinary-Performance Studies
University of the District of Columbia 2004 — 2006
Friendship Collegiate Academy 2003 — 2006
Tek Systems July 2015 - Present
Baltimore Gas & Electric May 2014 - July 2015
Sheehy Auto Stores January 2013 - March 2014
Sports Management Worldwide 2013 - 2014
Digital Reception Services, Inc. November 2011 - December 2012
State Street May 2011 - November 2011
Cargo Force, Inc. November 2009 - September 2011
Comcast Cable February 2007 - August 2008
Sam's Club March 2004 - March 2006
Skills
Customer Service, Microsoft Office, Word, Excel, PowerPoint, Troubleshooting, Problem Solving, Administration, Windows, Research, Inventory Management, Supervisory Skills, Time Management, Teamwork, English, Team Leadership, Event Planning, Retail, Event Management, Purchasing, Social Media, Shipping, Customer Satisfaction, Credit, Data Entry, Social Networking, Leadership, Microsoft Word, Microsoft Excel, Marketing, Coaching, Management, Sales, Facebook, Public Relations, Social Media Marketing, Training, Negotiation, Account Management, Online Marketing, Sports Marketing, Sports, Marketing Strategy, New Business Development, Sports Management, Leadership Development, Project Management, Operations Management, Customer Retention, Program Management
Education
Kaplan University-Davenport Campus 2014 — 2018
Bachelor of Applied Science (BASc), Information Technology
Sports Management Worldwide 2013 — 2013
Certification, Athlete Management
Villanova University 2012 — 2012
Masters Certification, Project Management
Jacksonville Unviersity 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Sport Management
Broadneck Senior High 2000 — 2004
H.S. Diploma, General Studies
University of Saint Mary April 2014 - Present
AXA Advisors October 2013 - Present
State Street December 2012 - May 2013
Harley-Davidson Motor Company May 2012 - December 2012
Skills
Budgets, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, PowerPoint, Outlook, Negotiation, Business Planning, Risk Management, Windows, Banking, Business Strategy, Derivatives Trading, Equity Derivatives, Peachtree, Credit Risk, Public Speaking, Credit Analysis, Teaching, Business Analysis, Financial Advisory, Financial Reporting, Finance, Investments, Equities, Financial Services, Retail Banking, Portfolio Management
Education
Walden University 2013 — 2017
Doctor of Philosophy (PhD), Accounting and Finance
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Accounting
University of Portsmouth 2004 — 2006
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Morgan Stanley January 2014 - Present
State Street January 2013 - August 2013
Northeastern University Marketing Department September 2009 - August 2013
IBM June 2011 - January 2012
Freedom Boat Club April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Spanish, Data Analysis, Securities Lending, Account Management, Relationship Management, Financial Modeling, Product Development, International Relations, Research, Bloomberg, Social Media Marketing
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business (Finance)
Charter
Framingham High School
Lancaster University
The Trust Co. June 2011 - Present
State Street April 2010 - December 2010
State Street 2001 - 2009
DST Systems 1999 - 2001
Investor's Fiduciary Trust Company 1994 - 1999
Skills
Financial Services, Mutual Funds, Management, Investments, Financial Analysis, Risk Management, Securities, Process Improvement, Portfolio Management, Financial Planning
Education
Rockhurst University 1995 — 1999
MBA, Accounting/Finance
Kansas State University 1989 — 1993
Bachelor, Accounting
State Street May 2008 - Present
State Street April 2006 - May 2008
Skills
Asset Management, Financial Analysis, Investments, Microsoft Excel, Securities, Bloomberg, Derivatives, Equities, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Bloomberg Terminal
Education
Lasell College
Beauport Financial Services, LLC. December 2014 - Present
State Street May 2014 - November 2014
State Street February 2013 - May 2014
Manchester Essex Regional High School August 2012 - February 2013
Skills
Data Analysis, Statistics, Organizational..., Communication, Proficient using...
Education
Kenyon College 2008 — 2012
Bachelor of Arts (B.A.), Economics
State Street September 2014 - Present
Bank of America January 2010 - April 2014
Bank of America January 1997 - April 2014
Bank of America January 2006 - January 2010
Bank of America January 2004 - September 2006
FleetBoston Financial 1997 - 2004
Fleet Bank 1997 - 2004
Skills
Leadership, IT Strategy, Project Portfolio..., Project Management, Data Center, Strategy, PMP, Business Process, Strategic Planning, Vendor Management, Mergers & Acquisitions, Enterprise Software, Program Management, Integration, Change Management, PMO, SDLC, Business Analysis, Risk Management, Financial Services, Management, Process Improvement
Education
Keene State College 1979 — 1983
BS, Political Science/Business
State Street March 2014 - Present
Corey Macro Management May 2012 - September 2013
Corey Macro Management August 2011 - May 2012
Ernst & Young June 2009 - August 2009
Skills
Matlab, SPSS, Stata, Bloomberg Terminal, Microsoft Excel, Risk Management, Portfolio Management, Asset Managment, Financial Reporting, Financial Risk, Financial Analysis, Financial Modeling, Asset Management, Corporate Finance, Derivatives, Equities, Trading, Equity Research, Mutual Funds, Valuation, VBA
Education
Queen's School of Business 2014 — 2015
Masters in Finance, Finance
Lahore University of Management Sciences 2007 — 2011
Bachelor of Science (Hons.), Accountancy & Finance
Lahore Grammar School 2005 — 2007
A-levels, Economics, 5 A-s
The City School 2001 — 2005
O-levels, Sciences, 9 A-s
State Street September 2009 - Present
Citi May 2006 - September 2009
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Fund Of Funds, Mutual Funds, Corporate Actions, Securities, Equities, Fixed Income, Derivatives, Middle Office, Bloomberg Terminal, Swaps, Financial Services
Education
Kean University
Bachelor of Science (BS), Finance, General
Seton Hall University
Master of Science (MS), Accounting
Brown Brothers Harriman March 2015 - Present
State Street December 2013 - March 2015
Mizuho Trust & Banking Co. (USA) August 2012 - December 2013
State Street Bank & Trust August 2006 - July 2011
State Street Bank & Trust August 2003 - August 2006
Toys R'US April 2000 - May 2002
Skills
Accounting, Mutual Funds, Private Equity, Auditing, Bloomberg Terminal, Reuters, QuickBooks, Microsoft Office, MCH, SAP, Idea Generation, Fixed Income, Financial Reporting, Financial Statements, Account Reconciliation, Fund Accounting, General Ledger, Financial Services, Derivatives, Internal Controls, Accounts Payable, GAAP, Financial Analysis, Fund Administration, US GAAP, Journal Entries, Finance, Cost Accounting, Bank Reconciliation, Hedge Funds, Fund Of Funds, Equities, Pivot Tables, Securities, Alternative Investments, Swaps, FX Options, Back Office, Options, Internal Audit, Financial Accounting, Analysis, Investments
Education
Kean University 2011 — 2012
Master's degree, Accounting, 3.75 GPA
University of Phoenix 2009 — 2011
B.S. Degree, Accounting, 3.72 GPA
Reinhard & Kovacs CPAs, LLC January 2014 - Present
Jack & Reinhard CPAs October 2008 - December 2013
State Street July 2007 - October 2008
Skills
Tax Accounting, Tax Planning, Tax Preparation, Accounting for Small..., Payroll Services, Financial Reporting, Sales & Use Tax, Auditing, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master's degree, Accounting & Financial Management
Park University 2005 — 2007
Bachelor of Science (B.S.), Accounting & Management
Sun Life Financial July 2008 - Present
Sun Life Financial July 2008 - Present
Sun Life Financial January 2008 - Present
Sun Life Financial January 2008 - Present
CANARY WHARF December 1995 - Present
Broadridge Financial Solutions, Inc November 2007 - March 2009
Broadridge Financial Solutions, Inc November 2007 - July 2008
JP Morgan Chase2007 April 2007 - November 2007
JP Morgan Chase2007 April 2007 - November 2007
State Street May 1990 - June 2002
Skills
Equities, Business Process, Change Management, Automation, Call Center, Database Administration, Accounting, Derivatives, PowerPoint, Customer Service, Microsoft Office, Microsoft Exchange
Education
Archbishop Williams 1984 — 1988
COMPUTER SKILLS
Bachelor's Degree, Business Administration
COMPUTER SKILLS
Bachelor's Degree, Business Administration
Kennedy Western University
BA
Saint Anselm College
Smithfield Farmland June 2015 - Present
State Street November 2012 - June 2015
Rickel's Retail Liquor May 2011 - July 2012
City of Manhattan May 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork, Superior Work Ethic, Fast Learner, Financial Analysis, Bloomberg Terminal, MCH, Financial Services, Analysis
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Park Hill High School 2004 — 2008
People's United Bank 2011 - Present
Mindshift Technologies, Inc. November 2009 - October 2011
State Street 2008 - 2008
Seyfarth Shaw 1999 - 2007
Skills
Executive Management, Process Improvement, Outlook, Corporate Finance, Investments, Credit, Securities, Banking, Insurance, Auditing, Access, PowerPoint, Customer Service, Strategic Financial..., Strategic Planning, Microsoft Office, Analysis, Microsoft Word
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA, Finance, Strategic Management
Keene State College 1995 — 1999
BA, History/Psychology
American University 1998 — 1998
History and Italian
Oyster River High School 1991 — 1995
Diploma
Houlihan Lokey March 2015 - Present
State Street January 2014 - December 2014
Southern Company September 2010 - January 2014
Skills
Internal Controls, Management, Microsoft Excel, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Project Management, Data Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Customer Service, Auditing, Contract Negotiation, Microsoft Office, General Ledger, Finance, Forecasting
Education
Kennesaw State University 2002 — 2007
Bachelor, Accounting and Management
The Citco Group of Companies April 2015 - Present
State Street October 2014 - April 2015
SEI April 2012 - October 2014
SEI August 2010 - April 2012
SEI November 2007 - August 2010
BNY Mellon March 2007 - November 2007
TD Bank Group July 2006 - March 2007
Skills
Microsoft Excel, Investran, Advent Geneva, Sungard Investier, Microsoft Word, Experience with Excel..., Banking, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Customer Service, Private Equity, Hedge Funds
Education
West Chester University of Pennsylvania 2007 — 2010
Accounting
Kutztown University of Pennsylvania 2002 — 2005
Bachelor, Electronic Media, Business Administration
State Street June 2003 - November 2006
State Street July 2001 - June 2003
Merrill Lynch July 1996 - June 2001
Merrill Lynch May 1994 - June 1996
Skills
Fund Accounting, Securities, Bonds, Options, Fixed Income, Equities, Corporate Actions, Microsoft Word, Microsoft Excel, Futures, Account Reconciliation, Financial Reporting, Year-end Close, Problem Solving, Time Management, Attention to Detail, Reliability, Mortgage Backed, Deadline Oriented
Education
Kean University 1990 — 1994
Bachelor’s Degree, Accounting
Macquarie Distribution Finance July 2014 - Present
Northpoint Commercial Finance September 2013 - June 2014
Dell September 2011 - September 2013
Team Mortgage July 2006 - August 2011
Great Britain Senior Men's National BasketballTeam June 2006 - January 2010
Fleetwood Homes, Inc January 2002 - July 2006
Conseco Finance 2001 - 2002
Conseco 1998 - 2002
ITT Commercial Finance 1989 - 1997
State Street 1989 - 1991
Skills
New Business Development, Contract Negotiation, Logistics, Territory..., Strategic Planning, Sales, Negotiation, Sales Management, Team Building, Process Improvement, 63 Licensed Registered..., Licensed Life and..., Account Management, Financial Analysis, Marketing Strategy, Vendor Management, Relationship Management, Strategy, Change Management, Forecasting, Leadership, Cross-functional Team..., Business Development, Manufacturing, Management, Customer Satisfaction, Budgets, Purchasing, Supply Chain Management, Operations Management, Six Sigma, Strategic Sourcing, Coaching, Customer Service, CRM, Program Management, Selling, Marketing, Sourcing, Procurement, Business Planning, Finance, Competitive Analysis, Pricing, Entrepreneurship, Product Development, Business Process..., Retail, Product Management, P&L Management
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
Masters, Business Administration
Susquehanna University 1983 — 1987
Bachelor, Finance
Wilson
State Street August 2015 - Present
State Street January 2014 - August 2015
State Street March 2013 - December 2013
Bloomberg LP September 2012 - March 2013
American Federation of Musicians and Employers Pension Funds April 2012 - August 2012
Skills
Bloomberg Terminal, SAP, Bloomberg Software, Corporate Actions, SEC Financial Reporting, Form PF, Regulatory Reporting, System Enhancements
Education
Kean University 2008 — 2012
Bachelor of Science (B.S.)
Studio 534 June 2014 - Present
Estee Lauder MAC December 2011 - June 2014
State Street June 2011 - May 2014
ExerciseYourBeauty.com March 2012 - March 2013
State Street October 2008 - May 2011
State Street October 2007 - September 2008
Commonwealth of Massachusetts July 2007 - September 2007
The Hub Centers for Meeting and Collaboration January 2007 - April 2007
The Daily Scoop: Custom Cakes & Conery May 2005 - January 2007
The Franklin Institute Science Museum September 2006 - November 2006
Skills
Marketing, Business Development, Event Planning, Social Networking, Event Management, Social Media, Customer Service, PowerPoint, Facebook, Fundraising, Public Speaking, Outlook, Development Of Employees, Cross-team Communication, Microsoft Excel, Strategic Planning, Account Management, Brainstorm Facilitation, Vendor Relationships, Business Relationship..., Manage Client..., Pricing Strategy, Pricing Research, Pricing Analysis, Team Leadership, Team Building, Communication Skills, Project Management, Client Service Oriented, Employee Training, Communication
Education
La Salle University 2003 — 2007
Bachelor of Science in Business Administration, Marketing & Organizational Management Concentration
Stoneham High School 1999 — 2003
Douglas Elliman Real Estate April 2015 - Present
State Street September 2014 - August 2015
ParenteBeard LLC June 2013 - August 2014
JPMorgan Chase June 2012 - August 2012
PricewaterhouseCoopers January 2012 - May 2012
EquiLend May 2011 - August 2011
La Salle University September 2009 - May 2011
Education
La Salle University 2009 — 2013
Bachelor of Science, Business Administration - Accounting & Finance
Wyomissing High School
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Pioneer Investments June 2015 - Present
Pioneer Investments May 2014 - June 2015
State Street June 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Equities, PowerPoint, Financial Modeling, Stata, BlackRock Aladdin, Bloomberg, FactSet, Morningstar Direct, Lipper LANA
Education
Lafayette College 2010 — 2014
B.A., Economics, Minor in Government & Law
Saint Sebastian's School 2004 — 2010
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company December 2014 - Present
Primerica December 2012 - November 2014
State Street November 2004 - May 2011
Skills
Bookkeeping, Journal Entries
Education
Kean University 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Middlesex County College 1999 — 2002
Associate of Science (A.S.), Accounting
Kumasi High School 1979 — 1983
GCE Ordinary Level and Advance Level, Business/Commerce, General
RTS Financial December 2014 - Present
RTS Financial March 2013 - Present
State Street February 2013 - March 2013
State Street June 2011 - February 2013
Morrill & Janes Bank & Trust Company May 2010 - August 2010
The First National Bank of Centralia May 2006 - August 2009
Skills
Loans, Customer Service, Financial Analysis, Investments, Mutual Funds, Securities, Finance, Financial Reporting, Portfolio Management, Accounting, Financial Modeling, Banking, Bloomberg, Credit Analysis, Risk Management
Education
Rockhurst University 2012 — 2013
MBA, Finance
Kansas State University 2007 — 2011
Bachelor of Science, Finance
State Street Bank June 2010 - August 2011
State Street September 2007 - June 2010
UMass Boston October 2006 - May 2007
Procter & Gamble/Gillette Divison December 2004 - December 2006
Skills
Fund Administration, Mutual Funds, Fixed Income, Derivatives, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PeopleSoft, Outlook, PowerPoint, Demand, EPL, CMOD, Multi-Currency Horizon...
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
Lasell College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Franklin Square Capital Partners August 2013 - Present
State Street November 2010 - August 2013
BNY Mellon March 2008 - October 2010
American Income Life June 2007 - January 2008
Skills
Account Reconciliation, Equities, Portfolio Management, Mutual Funds, Microsoft Office, Microsoft Excel, Management, Finance, Customer Service, Accounting
Education
The University of Connecticut 2005 — 2007
Bachelor's degree, Economics
Keene State College 2003 — 2005
Bachelor's degree, Mathematics
Nightlinger, Colavita, Volpa CPA Firm August 2012 - Present
State Street September 2007 - July 2011
State Street August 2006 - September 2007
State Street August 2004 - August 2006
SEI Investments December 2003 - August 2004
SEI Investments October 2000 - December 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Fixed Income, Internal Controls, Investments, Finance, Mutual Funds, General Ledger, Portfolio Management
Education
La Salle University - School of Business Administration 2002 — 2005
Master of Business Adminstration, Finance
Stockton University 1996 — 2000
Bachelor of Science, Major in Finance with a Minor in Economics
State Street April 2015 - Present
State Street January 2012 - Present
State Street Global Markets December 2010 - January 2012
SSgA September 2007 - January 2011
PTC October 2005 - August 2007
Nakoma Group, LLC September 2003 - October 2005
Prosum May 2000 - August 2003
Kforce 1997 - 2000
Skills
Talent Management, Management, Strategy, Operations Management, Sales, Strategic Planning, Start-ups, Entrepreneurship, Leadership Development, Financial Services
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2004
MBA
Lake Forest College 1994 — 1997
Bachelors
Citi August 2008 - Present
State Street July 2007 - July 2008
Investors Bank & Trust August 2006 - June 2007
Skills
Account Reconciliation, Financial Analysis, Business Analysis, Critical Thinking, Close Attention to..., Communication
Education
Keene State College 2002 — 2006
Bachelor of Science (BS), Economics
Sogeti August 2013 - Present
Cerner Corporation January 2012 - July 2013
State Street March 2010 - December 2011
Hutchinson Monarchs 2008 - 2009
Skills
SQL Server Management..., SSRS, SQL, Business Analysis, Visio, Process Improvement, Requirements Analysis, Data Analysis, Healthcare Information..., Requirements Gathering, Visual Basic, Business Process, SharePoint
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master of Business Administration (M.B.A.), Project Management
Newman University 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Plymouth Rock Assurance April 2013 - Present
Liberty Mutual Insurance September 2010 - April 2013
State Street August 2007 - September 2010
Staffmark (formerly Venturi Partners) April 2006 - August 2007
Skills
Internet Recruiting, College Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Temporary Placement, Human Resources, Interviews, Cold Calling, Permanent Placement, Training, Employee Relations, Leadership, Resume Writing, Career Counseling, New Hire Orientations, Consulting, Hiring, Organizational..., Coaching, Leadership Development, Networking, Management, Vendor Management, Performance Management, Employee Training, Sales, Finance, Career Development, Employee Benefits
Education
Northeastern University 2009 — 2011
Masters Degree, Leadership with a focus in Human Resources Management
Northeastern University 2009 — 2010
Graduate Certificate, Human Resources Management
Lake Forest College 2000 — 2004
Bachelor of Arts, Philosophy
Needham High School 1996 — 1999
State Street Global Advisors May 1987 - Present
state street 1987 - Present
Skills
Risk Management, Technical Support, Process Improvement, Information Technology, Management, Blackberry, Service Delivery, SCCM
Education
Northeastern University 1989 — 1991
Associates, Accounting
Keene State College 1983 — 1987
BS, Management, Computer Science
State Street January 2015 - Present
Temple Beth David-South Shore June 2014 - Present
State Street July 2011 - January 2015
Temple Beth David-South Shore September 2012 - June 2014
State Street April 2008 - July 2011
State Street September 2007 - April 2008
Unitarian Universalist Association 2003 - September 2007
Unitarian Universalist Association 2001 - 2003
Guardian Savings 2000 - 2001
Guardian Savings 1999 - 2000
Skills
Management, Nonprofits, Finance, Financial Services, Volunteer Management, Analysis, Customer Service, Financial Analysis, Community Outreach, Leadership, Business Analysis
Education
University of Massachusetts Boston 2010 — 2012
MS, Finance
University of Massachusetts Boston 2003 — 2006
M.B.A., Human Resources Mgt, Information Systems Management
University of Massachusetts, Amherst 1995 — 1999
B.A., English Literature, Western History
Lancaster University 1997 — 1998
N/A, English Literature
State Street July 2008 - Present
State Street Corp. July 2007 - July 2008
State Street Bank July 2005 - June 2007
State Street Bank September 2003 - June 2005
State Street Bank February 2002 - August 2003
Skills
Financial Services, Fund Accounting, Access, Mutual Funds, Finance, Fixed Income, Corporate Actions, Microsoft Excel, Securities, Investments, Derivatives, Equities, Cognos, RFP, Data Visualization, Data Analysis, Data Quality
Education
Suffolk University 2004 — 2007
MBA, Finance
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
Keene State College 1997 — 2001
BA/BS, English/Business
Milford High School 1994 — 1997
Citizens Financial Group, Inc. June 2015 - Present
Eaton Vance September 2012 - June 2015
State Street April 2010 - September 2012
State Street December 2007 - April 2010
Investors Bank & Trust December 2005 - December 2007
Citizens Bank December 2003 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Financial Accounting, Financial Services, Risk Management, Legal Compliance, Standards Compliance, Due Diligence, Financial Risk
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MSA, Accounting
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Economics
State Street October 2014 - Present
State Street July 2008 - September 2014
State Street January 2003 - July 2008
State Street September 1999 - December 2002
Skills
Equities, Fixed Income, Mutual Funds, Financial Services, Microsoft Excel, Risk Management, Finance
Education
Keene State College 1993 — 1998
Bachelors, Occupational Safety
Edward Little 1990 — 1993
bny Managing DirectorBNY Mellon2007 - 2015
State Street 2001 - 2007
State Street Bank 2001 - 2007
Maxima Consulting, Inc. 1999 - 2001
Maxima Consulting, Inc. 1999 - 2001
Skills
SDLC, Software Project..., Business Analysis, SQL, Requirements Analysis, Software Development, Agile Methodologies, User Acceptance Testing, Oracle, Unix, Enterprise Architecture, Vendor Management, Data Warehousing, Business Intelligence, Cloud Computing, Process Improvement, Solution Architecture, IT Strategy, Project Management, Integration, SOA, Web Services, Data Modeling, Program Management, Requirements Gathering, Disaster Recovery
Education
Kendriya Vidyalaya
SGSITS
J.P. Morgan October 2014 - Present
Morgan Stanley November 2011 - October 2014
Morgan Stanley August 2010 - November 2011
Morgan Stanley July 2006 - August 2010
State Street June 2004 - November 2004
Skills
Credit Derivatives, Interest Rate..., Collateral Management, Operational Risk..., Derivatives, Fixed Income, Equities, Operational Risk
Education
Lafayette College 2000 — 2004
State Street March 1999 - Present
Connectus Software June 1997 - March 1999
Education
Koneru Lakshmaiah College of Engineering 1991 — 1995
B.Tech, Computer Science
State Street February 2012 - Present
Morgan Stanley August 2010 - February 2012
PricewaterhouseCoopers LLP November 1999 - August 2010
Jones and Kolb CPAs August 1997 - November 1999
Georgia Lottery Corporation April 1995 - August 1997
Skills
US GAAP, Fund Accounting, Investments, Financial Reporting, SEC filings, Internal Controls, Fund Administration, CPA, Finance, Financial Accounting, GAAP, Sarbanes-Oxley Act
Education
Kennesaw State University 1990 — 1994
BBA, Accounting
State Street January 2014 - Present
Detailed Oriented Contractors, LLC November 2011 - December 2013
Greater Metro Realty Group December 2008 - December 2013
Teamillz Muscular Dystrophy Awareness Foundation 2011 - 2012
Realogy Franchise Group Corporation 2007 - 2009
Independence Blue Cross 2004 - 2007
Skills
Certified Project..., Master Short Sale..., Construction Project..., Consultation, Project Management, Sellers, Requirements Analysis, First Time Home Buyers, Project Planning, Short Sales, Public Relations, Condos, Risk Management, Real Estate, Software Documentation, Budgets, Sales, Negotiation, Property Management, Strategic Planning, Valuation, Contract Management, Entrepreneurship, Procurement, Finance, Marketing, Cross-functional Team..., Construction, Leadership, Time Management, Contract Negotiation, Consulting, Cosmetology, New Business Development, Software Deployment, Non-profit Program..., Instructor-led Training
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MBA, Concentration in Project Managment
Arthur Murray Bloomfield April 2014 - September 2014
Arthur Murray Dance Studio of Boston August 2010 - April 2014
MJ O'Connors November 2005 - March 2011
The Briar Group November 2005 - March 2011
State Street July 2007 - December 2007
Aviva Life Insurance July 2006 - February 2007
Starbucks November 2003 - May 2006
Skills
Microsoft Office, Social Media, Salsa, Ballroom Dance, Waltz, Cha Cha, SEO, Merengue, Foxtrot, Tango, Mambo, Troubleshooting, Rumba, Samba, Hardware, Facebook, Social Media Marketing, Social Networking, Customer Service, Marketing, Event Planning, Microsoft Excel, Event Management
Education
Northeastern University 2005 — 2008
B.S., Marketing & Management of Information Systems
Lasell College 2003 — 2005
State Street Bank 2001 - Present
State Street 1998 - 2001
State Street 1996 - 1998
Investors Fiduciary Trust Company 1993 - 1996
Investors Ficudiary Trust Company 1990 - 1993
Skills
Leadership, Mutual Funds, Securities, Business Development, Financial Analysis, Management, Equities, Global Custody, Risk Management, General Ledger, Financial Services, Fund Accounting, Internal Audit, CRM, Product Management, Project Management, Investments
Education
Kansas State University
B.S. Business Administration, Accounting
Bank of America March 2008 - Present
State Street February 2007 - August 2007
Skills
Financial Analysis, Fixed Income, Bloomberg, Financial Services, Microsoft Excel, Customer Service, Management, Sales, Microsoft Word, Marketing, Microsoft Office, Time Management, Mutual Funds, Risk Management, Banking, Access, Financial Modeling, Corporate Finance, Social Media, PowerPoint
Education
Keene State College 2004 — 2006
Bachelor of Arts, Communication + Management
Suffolk University 2002 — 2004
Public Relations
ESPN September 2013 - Present
EMD Serono September 2009 - May 2013
State Street March 2008 - November 2008
Ajilon Finance 2007 - 2008
Ultimate Staffing 2006 - 2007
Skills
Talent Acquisition, Leadership, Recruiting, Talent Management, Sales, College Recruiting, Temporary Placement, Applicant Tracking...
Education
Keene State College 2002 — 2006
BA, Psychology, Chemical Dependancy
EMC May 2014 - Present
State Street February 2011 - May 2014
Kelly Services RPO Division February 2007 - February 2011
Hanover Insurance 2005 - 2007
Gibbs College 2004 - 2005
Kforce September 2002 - September 2003
Enterprise Car Sales May 2000 - September 2002
Skills
Social Media, Management Consulting, Recruiting, Human Resources, Management, Employee Relations, Process Improvement, Onboarding, Product Management, Consulting, Leadership, Sales, Technical Recruiting, Hiring, HR Consulting, Employee Engagement, Succession Planning, Internet Recruiting, Organizational..., Team Building, CRM, Talent Acquisition, Project Management, Vendor Management, Sourcing, Applicant Tracking..., Taleo, Employee Benefits, College Recruiting, Temporary Placement, Interviews, SDLC, Business Development, Change Management, Workforce Planning, PeopleSoft, Performance Management, Employee Training, Talent Management, Contract Recruitment, Job Fairs, Leadership Development, Executive Search, Personnel Management, Training, Screening Resumes, Coaching, Strategy, Program Management, Accounting
Education
Keene State College 1996 — 2000
BA, Psychology
State Street March 2014 - Present
State Street June 2013 - January 2014
State Street Bank January 2012 - December 2012
Citizens Bank May 2011 - October 2011
UNFI Corporate Services November 2010 - March 2011
State Street Bank December 2008 - September 2010
First Marblehead May 2004 - May 2008
First Marblehead August 2002 - May 2004
KeyBank May 2000 - May 2002
Skills
Business Process..., Visio, SLA / SOW, Project Coordination, Document Design &..., Staff Supervision, Financial Reporting, Technical Writing, Management, Vendor Management, Basel II, Sarbanes-Oxley, Business Process, Business Analysis, SDLC, Requirements Gathering, Software Documentation, Risk Management, Process Improvement, SharePoint
Education
Bryant University 2009 — 2009
BA Certification Preparation, Business Analysis
Salem State University 1998 — 2002
Master of Science (MS), Organizational Development, 3.9
Keene State College 1981 — 1985
Bachelor of Arts, Psychology
Hexaware Technologies June 2011 - Present
Hexaware Technologies September 2010 - Present
State Street April 2004 - August 2010
Wipro Technologies March 2000 - August 2010
Skills
Test Strategy, Testing, Pre-sales, Solution Architecture, Test Planning, SQL, Test Management, Unix, LoadRunner, Software Engineering, Test Automation, Requirements Gathering, Quality Assurance, Manual Testing, SDLC, Management, Scrum, Software Project..., Software Quality..., Enterprise Architecture, Cloud Computing, Mobile Devices, Requirements Analysis, Performance Testing, Quality Center, Agile Methodologies, Defect Tracking, Integration, Business Analysis, QTP, User Acceptance Testing, Test Cases, System Testing, Regression Testing
Education
Kurukshetra University 1995 — 1999
Bachelor of Technology, Computer Engineering
CVS Caremark Corporation May 2010 - Present
Wipro Technologies August 1998 - April 2010
State Street 2004 - 2010
Skills
AIX, Linux, ITIL, Unix, Incident Management, Disaster Recovery, Windows, Solaris, Unix Administration, Servers, Apache, Unix Shell Scripting, Production Support, Team Building, Operating Systems, Change Management, Shell Scripting, Sun, Veritas Cluster Server, Veritas Volume Manager, Veritas Storage..., Clustering, System Administration, High Availability, Performance Tuning, Veritas, Data Center, Patch Management, Replication, Remedy, BMC Remedy, Red Hat Linux, Storage, VMware, Virtualization, Oracle, SAN, Windows Server, Cluster, VMware ESX, Hardware, HP-UX, Perl, Storage Area Networks, Enterprise Architecture, EMC Storage, Business Continuity, Websphere, IT Operations
Education
Karnatak University 1991 — 1996
BE, electronics & Communication
TruMid Financial, LLC March 2015 - Present
Pivot, Inc. a CME Group Company July 2012 - March 2015
Mizuho Corporate Bank May 2012 - July 2012
State Street December 2007 - March 2012
UPS April 2001 - November 2007
Paragon Computer Professions Inc 1997 - 2001
Syntel Inc 1996 - 1998
ECIL 1994 - 1996
Skills
UML, Financial Services, Data Migration, C, SSRS, Change Management, FX Options, T-SQL, SDLC, Web Services, SOA, C++, Integration, Software Project..., Agile Methodologies, C#, Requirements Analysis, Oracle, SQL, Microsoft SQL Server, Enterprise Architecture, Software Development, Business Analysis, Trading Systems, Vendor Management, Management, Java, Project Management, .NET
Education
Kean University 2004 — 2006
MIS, Management Information Systems
BIET
Bachelor of Engineering (B.E.), Computer Scrience
RMC
State Street June 1991 - Present
State Street Bank January 2004 - December 2006
Education
Keene State College 1985 — 1989
Bachelors, Management
Keene State College 1985 — 1989
Walking Raven LLC April 2014 - May 2015
MarkWest Hydrocarbon March 2012 - March 2014
State Street October 2010 - August 2011
State Street December 2008 - September 2010
EY May 2008 - December 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Budgeting, Forecasting, Variance Analysis, Operations Management, Internal Controls, Project Management, Process Improvement, Valuation, Enterprise Valuation, Market Analysis, Pricing Analysis, Staff Scheduling, Credit Risk, Credit Analysis, Financial Risk, Capital IQ, Dunn & Bradstreet, RightAngle, Oracle Applications, Microsoft Office, Financial Services, Mutual Funds, Fund Accounting, Equities, Securities, Pricing, Account Reconciliation, Bloomberg, 10 Key, Payroll Administration, ADP Payroll, Training & Development, Risk Management
Education
University of Massachusetts, Amherst 2006 — 2008
BS, Isenberg School of Managment
Lasell College 2004 — 2006
Financially in Tune 2012 - Present
Resolute Financial 2012 - Present
Modera Wealth Management January 2011 - April 2012
Back Bay Financial Group January 2007 - December 2010
Back Bay Financial Group 2005 - 2007
State Street February 2003 - December 2004
Worcester Art Museum 2002 - 2002
Skills
Investments, Financial Advisory, Financial Analysis, Estate Planning, Client Services, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Retirement, Strategic Financial..., Investment Advisory, Investment Management, Microsoft Excel
Education
Keene State College 1998 — 2002
Bachelor of Arts, Art History
State Street May 2008 - Present
Education
Keene State College 2000 — 2004
Keene State College 2000 — 2004
State Street June 2015 - Present
Starpoint Solutions April 2013 - Present
L&T Infotech December 2010 - April 2013
Logix Microsystems Ltd December 2009 - December 2010
Marlabs Pvt Ltd. November 2008 - October 2009
Enterprise Patterns 1999 - 2008
Skills
SOA, Testing, Hibernate, JBoss Application Server, Struts, Spring, Software Project..., Agile Methodologies, Design Patterns, Java Enterprise Edition, Servlets, JDBC, Tomcat, Web Services, Pre-sales, Software Development, Scrum, SDLC, Oracle
Education
Utkal University 1990 — 1993
Bachelor's degree, Physics, Chemistry and Mathematics
Kendriya Vidyalaya
DIO-soft May 2013 - Present
NewOak Capital May 2012 - May 2013
State Street April 1997 - February 2012
Softech Inc June 1994 - March 1997
Skills
IT Outsourcing, Offshore Software..., Offshore Model IT..., Strategic objective..., Agile Methodologies, Business Development, Leadership/communication..., Management, Strategy, Hedge Funds, Asset Management, Alternative Investments, Back Office, Integration, Fund Accounting, Financial Reporting, Asset Managment, Data Warehousing, Business Analysis, Financial Services, Databases, Risk Management, Analysis, Cloud Computing, Capital Markets, Fixed Income, Equities, Business Process, Investments, FX Options, Financial Risk, Derivatives, Outsourcing, Entrepreneurship, SDLC, Software Development, SQL, Finance
Education
Kyiv National University of Construction and Architecture 1988 — 1993
MS, Computer Science
Mill Creek Capital Advisors, LLC May 2013 - Present
State Street May 2010 - May 2013
Broadlands Financial Group January 2009 - January 2010
La Salle University 2006 - 2009
SAP 2008 - 2008
Skills
Bloomberg, Securities, Derivatives, Risk Management, Equities, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Investments, Fixed Income, Mutual Funds
Education
La Salle University
Bachelor's Degree, Finance
Equinoxe Alternative Investment Services December 2013 - Present
Dawit Accounting and Tax June 2008 - Present
SunTrust Bank December 2003 - November 2007
State Street February 1999 - August 2003
Boston Financial Data Services July 1998 - January 1999
Skills
Access, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, QuickBooks, Auditing, Variance Analysis, Financial Statements, Payroll, Journal Entries, Microsoft Excel, Bank Reconciliation, Analysis, US GAAP, Banking, PowerPoint, Financial Reporting, Process Improvement, Investments, Human Resources
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Master's, Accounting and Financial Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Graduate Certificate, Financial Analysis
University of Massachusetts Boston 1995 — 1998
Bachelor's, Finance
State Street January 2014 - Present
State Street November 2007 - January 2014
Braver PC June 2007 - September 2007
Cone Inc. LLC January 2007 - May 2007
Skills
Press Releases, Blogging, Marketing, Microsoft Excel, Equities, Bloomberg, Fixed Income, Financial Analysis, Management, Financial Services, Customer Service
Education
Lasell College 2003 — 2007
BA, Communications, Business
State Street Corporation June 2010 - Present
Princeton Financial Systems October 2006 - June 2010
State Street January 1999 - October 2006
Wachovia Corporation January 1991 - January 1996
Skills
Business Analysis, Financial Analysis, Securities, Equities, Management, Financial Services, Banking, Derivatives, Budgets, Project Management, Microsoft Office, Leadership, Fixed Income, Quality Assurance, Alternative Investments, Mutual Funds, Process Improvement, Enterprise Architecture, Investments, CRM, Portfolio Management, Relationship Management, Finance, Team Leadership, Analysis
Education
University of Karachi 1985 — 1987
MBA, International Business, 3.15
BMC Software June 2013 - Present
BMC Software June 2010 - Present
Wipro Technologies June 2005 - June 2010
State Street June 2005 - June 2010
Skills
Oracle, IBM WebSphere, BMC Application Release..., Unix, Weblogic, SDLC, Websphere, Integration, Perl, Middleware, Requirements Analysis
Education
Kalinga Institute of Technology and Science, Bhubaneswar 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical Engineering
Kendriya Vidyalaya
PayActiv, Inc. August 2015 - Present
Health Outcomes Research, Micro insurance, Business Development and Strategy August 2012 - August 2015
NAYA JEEVAN June 2007 - June 2011
State Street March 2000 - February 2005
National Westminster Bank, UKInvestment Banking Group January 1997 - August 1997
Citibank N.A. Credit Cards Division August 1994 - June 1995
Skills
Financial Modeling, Strategic Planning, Business Planning, Non-profits, Strategy, Philanthropy, Nonprofits, Strategic Partnerships, Management, Social Entrepreneurship, Portfolio Management, Risk Management, Healthcare, Project Management, Analysis, Finance, Emerging Markets, Business Strategy, Executive Management, Business Development, Entrepreneurship, Leadership, Market Research, Competitive Analysis, Start-ups, Economics, Process Improvement
Education
Stanford GSB Executive Program in Social Entrepreneurship
Leadership, Social Innovation, Design, Social enterprise management
Lahore University of Management Sciences 1995 — 1998
MBA, General Management, Finance
CB College
Bachelor of Arts, Statistics and Economics
Berkeley High School
High School
State Street 2000 - Present
PIMCO March 2000 - August 2001
Bankers Trust 1995 - 1998
Bank of America 1992 - 1995
The Private Bank of California 1990 - 1992
Continental Bank 1988 - 1990
Education
Lake Forest College 1985 — 1988
BA, English, Politics
Sweet Briar College 1984 — 1985
jpmorgan chase September 2013 - Present
Barclaycard November 2012 - September 2013
Providence Health & Services oregon October 2011 - September 2012
MultiPlan May 2010 - October 2011
HMSA ,Blue Cross Blue Shield of HAWAII August 2009 - April 2010
Blue shield of california March 2009 - July 2009
Excellus BCBS October 2008 - January 2009
State Street May 2007 - August 2008
Level365 Communications LLC January 2007 - May 2007
Great-West Healthcare 2006 - 2007
Skills
SQL, SDLC, Business Objects, Oracle, Data Integration, PL/SQL, Informatica Power Center, Informatica Power..., Informatica Power..., Data Modeling, DB2, Business Intelligence, Informatica, Data Warehousing, ETL, Oracle 9i,10g & 11g, Microsoft SQL Server..., DB2 UDB
Education
Universität Duisburg-Essen, Standort Duisburg 2001 — 2004
Masters, Computer Science and Communication Engg.
Karnatak University 1996 — 2000
B.E, Electronic & Communication Engg.
Gauthami junior college 1994 — 1996
10+2
State Street May 2015 - Present
State Street June 2005 - Present
Harland Financial Solutions 2003 - 2005
Greatland 2001 - 2003
Skills
Risk Management, Information Security..., business continuity..., Customer Service, Microsoft Excel, Analysis, Management, Business Analysis, Outlook, Financial Reporting, Finance, Data Analysis, Financial Analysis, Process Improvement, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Bloomberg, Account Management, Team Leadership, Mutual Funds
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), MBA
Keene State College 1993 — 1997
Bachelor's degree, Sociology
State Street March 1996 - Present
Skills
Enterprise Architecture, SDLC, SOA, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, Vendor Management, IT Strategy, Data Warehousing, Business Intelligence, Unix, Integration, Cloud Computing, Solution Architecture, Requirements Gathering
Education
Lamar University 1992 — 1994
Masters, Computer Science
Osmania University 1982 — 1986
Bachelors, Mechanical Engineering
State Street May 2015 - Present
State Street December 2012 - April 2015
Wellington Management March 2012 - September 2012
Putnam Investments October 2007 - March 2012
Marsh January 2007 - October 2007
Skills
SDLC, Business Analysis, Fixed Income, Requirements Analysis, Visio, VBA, Options Pricing, Equity Derivatives, Currency, FX trading, Fixed Income Products, Equity Trading, Trading Systems, Front Office, Middle Office, Derivatives Trading, Securities Lending, Risk Management, Collateral Management, Project Management, Bloomberg, Market Data, Business Requirements, SQL, Consulting, Vendor Management, Requirements Gathering, Financial Services
Education
Lamar University 2002 — 2004
MEM, Engineering Management
University of Madras 1998 — 2002
Computer Scinence & Engg, Computer Science
State Street February 2014 - Present
State Street Global Advisors October 2010 - January 2014
State Street Global Advisors August 2006 - October 2010
Astea October 2005 - March 2006
Sentri February 2005 - October 2005
ViryaNet March 2003 - February 2005
One Bird Restoration and Woodworking, Inc. October 2001 - December 2003
ViryaNet March 2000 - October 2001
Skills
Risk Management, Program Management, SDLC, Disaster Recovery, Business Process..., Business Analysis, Security, ITIL, Strategy, Project Planning, Business Continuity, Governance, Vendor Management, Information Technology, Data Center, Incident Management, Management, Leadership, Product Management, Business Intelligence, Outsourcing, Risk Assessment, Information Security
Education
University of Massachusetts Dartmouth 1983 — 1984
Political Science
Keene State College 1981 — 1983
Business/Economics
DRII
Master Business Continuity Professional, Business Continuity, MBCP
DRII
Certified Business Continuity Practitioner, Business Continuity, CBCP
ISACA
Certified Information Security Manager, CISM
ISACA
Certified in Risk and Information Systems Control, CRISC
APMG International
ITIL, Foundation Level
Duxbury High School
State Street IT/Business Project ServicesState Street Bank2003 - Present
Deutsche Bank 1999 - 2003
Chase Manhattan Bank 1993 - 1999
Skills
Business Analysis, Banking, Equities, Vendor Management, Customer Service, Global Custody, Mutual Funds, Financial Services, Analysis
Education
St. Joseph's College 1996 — 1998
B.S., Human Resource Management
Kingsborough Community College 1985 — 1987
A.A.S., Accounting
Boston Private Wealth LLC March 2015 - Present
State Street February 2013 - March 2015
State Street February 2011 - February 2013
Mercer Human Resource Consulting July 2010 - February 2011
PTS Asset Management 2010 - 2010
Ulbrich Steel June 2006 - August 2007
Skills
Data Entry, Access, Accounting, Auditing, Microsoft Excel, Financial Statements, Mutual Funds, PowerPoint, Training, Asset Management, Time Management, Analysis, Microsoft Word, Customer Service, Microsoft Office, Sales, Outlook
Education
Keene State College 2005 — 2009
BS, Business Management
Navisite January 2013 - Present
Wipro Technologies June 2006 - January 2013
State Street June 2006 - January 2013
Skills
SAML, Federation, Portal Server, OpenSSO, Two-factor..., Key Management, Security Infrastructure, SSO, Apache, Core Java, iPlanet, IIS, Web Services, WebSphere Application..., SAML 2.0, Middleware, Portals, SOA, Unix, Shell Scripting, Websphere, Agile Methodologies, Requirements Analysis
Education
MANIT Bhopal 2002 — 2006
Bachelor of Engineering (B.E.)
Kendriya Vidyalaya
WSIB February 2013 - Present
State Street March 2012 - January 2013
State Street Bank March 2011 - March 2012
State Street Bank October 2009 - March 2011
State Street Bank February 2007 - September 2009
State Street Bank May 2006 - January 2007
Skills
Investments, CRM, Management, Project Management, Strategic Planning, Product Development, Portfolio Management, Financial Modeling, Risk Management, Financial Analysis, Derivatives, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
University of Toronto - Rotman School of Management 2012 — 2014
MFin, Master of Finance Candidate
University of Guelph 2001 — 2006
B.Comm, Marketing Management
Keele University 2004 — 2004
Study Abroad (Exchange Program)
State Street August 2013 - Present
JPMorgan Chase March 2012 - August 2013
JPMorgan Chase April 2010 - March 2012
State Street February 2009 - April 2010
Hamilton & Company December 2004 - February 2009
NJCURE March 2002 - December 2004
Education
La Salle University
B.S, Finance
State Street January 2015 - Present
Citizens Bank December 2014 - Present
State Street Bank August 2013 - March 2014
Sun Life Financial July 2008 - September 2012
Broadridge Financial Solutions November 2007 - March 2008
JPMorgan Chase May 2007 - November 2007
East Coast Equity July 2002 - May 2007
State Street May 1990 - April 2002
State Street Bank 1990 - 2002
Skills
Business Analysis, Management, Accounting, Finance, Sarbanes-Oxley Act, Operations Management, Business Planning, SDLC, Financial Services, Vendor Management, Mutual Funds, Risk Management, Requirements Gathering, Securities, Investments, Business Requirements, Project Management, Business Process..., Fixed Income, Business Process, Analysis, Portfolio Management, Consulting, Equities, Process Improvement, CRM, Asset Management, Leadership, Derivatives, Relationship Management, Financial Analysis, Trading, Customer Service, Information Technology, Program Management, Sourcing, Strategy, Hedge Funds, Visio, Bloomberg, Team Leadership, Strategic Planning, SharePoint, Requirements Analysis, Financial Modeling, Business Intelligence, Change Management, Capital Markets, Business Development, Software Project...
Education
Kennedy Western University 2005 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Archbishop Williams High School 1984 — 1988
College Prep, 1988
Cable Audit Associates July 2011 - Present
State Street May 2010 - June 2011
Education
Kansas State University 2009 — 2010
Master's degree, Accounting
Kansas State University 2005 — 2009
Bachelor's degree, Accounting
CIMBA 2007 — 2007
State of New Jersey April 2011 - Present
Casino Control Commission 2003 - Present
Merrill Lynch December 1997 - March 2003
State Street December 1997 - March 2003
Education
La Salle University 1999 — 2003
Masters, Finance
Rider University 1994 — 1998
BS BA, Accounting
State Street August 2012 - June 2014
Max Motors August 2009 - May 2010
Weinberg Dodge May 2008 - June 2008
Dave's Quality Auto June 2006 - August 2006
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pittsburg State University 2005 — 2009
B.S., Automotive Technology
Belmont Fire Department April 2014 - Present
Commonwealth of Massachusetts February 2007 - Present
Belmont Fire Department May 2005 - April 2014
The Bank of New York Mellon April 2001 - April 2005
State Street January 2000 - April 2001
State Street January 1999 - January 2000
State Street October 1997 - January 1999
State of New Hampshire December 1994 - December 1996
US Navy June 1988 - January 1995
Skills
Community Outreach, Public Speaking, Government, Policy, Non-profits, Public Safety, Program Development, Emergency Services, Command, Emergency Management, Nonprofits, Grants
Education
Keene State College 1992 — 1996
BA, Communications
Middlesex Community College
AS, Fire Protection & Safety Technology
State Street December 2012 - Present
John Hancock Financial June 2011 - December 2012
John Hancock Financial November 2007 - June 2011
Fidelity Investments June 2006 - November 2007
Fidelity Investments March 2004 - June 2006
Fidelity Investments July 2003 - March 2004
Evergreen Investments October 2000 - June 2003
Skills
Mutual Funds, Investments, Securities, Bloomberg, Equities, Financial Analysis, Fixed Income, Derivatives, Fund Accounting, Financial Services, Alternative Investments, Corporate Actions, Fund Administration
Education
Keene State College 1995 — 1999
BS Business Management, Management, Business, Sports Medicine
Stoughton High
State Street March 2015 - Present
Coldwell Banker Real Estate March 2015 - Present
Accenture January 2014 - February 2015
Accenture May 2012 - December 2013
Accenture Technology Solutions September 2011 - May 2012
Citi December 2009 - January 2010
Merrill Lynch June 2009 - January 2010
Skills
Finance, Management Consulting, Business Intelligence, Management, Business Analysis, Business Process, Strategy, Microsoft Excel, IT Strategy, Project Management, Program Management, Economics, Analysis, Change Management, Business Requirements, Project Planning, Asset Management, Offshore Project..., Business Strategy, Asset Managment, Offshore Outsourcing, Offshore Resource..., Offshore Operations, Trading Systems, Network Design, Integration, Agile & Waterfall...
Education
Lafayette College 2007 — 2011
BA, Economic and Business
Chatham High School 2003 — 2007
BMO Capital Markets May 2014 - Present
BMO Financial Group September 2010 - May 2014
State Street Global Markets March 2008 - September 2010
State Street Global Markets March 2006 - March 2008
State Street Global Markets January 2004 - March 2006
State Street November 1998 - January 2004
Skills
Securities, Mutual Funds, Equity Trading, Asset Allocation, Equities, Risk Management, Securities Lending, FX Options, Fixed Income, Electronic Trading, Portfolio Management
Education
Lakehead University 1995 — 1998
BSc
State Street Assistant Vice PresidentState Street Bank1993 - Present
Education
Kansas State University 1984 — 1988
Bachelor of Science in Business, Accounting
SS&C Technologies December 2014 - Present
State Street June 2011 - December 2014
State Street Bank November 2008 - June 2011
State Street May 2006 - November 2008
State Street December 2003 - May 2006
State Street January 2001 - December 2003
Merrill Lynch August 1998 - January 2001
Education
Siena College 1994 — 1998
BS, Finance
La Salle University
MBA, Finance
Hodulik & Morrison, PA 2009 - Present
BNY Mellon 2008 - 2009
Township of Franklin 2007 - 2008
Township of Franklin 2004 - 2007
Sungard Investment Management Systems 2003 - 2004
State Street 2002 - 2003
Merrill Lynch 1999 - 2002
Prudential Financial 1998 - 1999
Skills
Accounting, Account Reconciliation, General Ledger, Finance, Financial Statements, Analysis, Accounts Payable, Internal Controls, Cash Management, Accruals, Cash, Fund Accounting, Financial Reporting, Financial Analysis, Budgets, Accounts Receivable, Mutual Funds, Expenses, Payments, Hedge Funds, Cash Flow Forecasting, Process Improvement, Payroll, Bank Reconciliation, Cash Receipts, Journal Entries, Variance Analysis, Budget Process, Compliance Management, Staff Supervision, Staff Training, Management
Education
Rider University 2000 — 2003
MBA, Management
Kean University 1993 — 1998
BS, Accounting, Cum Laude
University of Newcastle-upon-Tyne 1997 — 1997
Foreign Exchange Program
Northwestern Mutual 2012 - 2013
State Street 2011 - 2012
SEI November 2009 - June 2011
SEI March 2007 - November 2009
SEI November 2005 - March 2007
AEGON October 2002 - August 2005
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Masters, Accounting and Financial Management - CFA Emphasis
Penn State University
Bachelor's of Science, Business Administration; Minor in Speech Communication
Plymouth Rock Assurance New Jersey September 2012 - Present
State Street July 2007 - September 2011
Bank of America October 2002 - July 2007
Skills
Accounting, Finance, Financial Reporting, Financial Services, Financial Statements, GAAP, Internal Audit, Investments, Management, Microsoft Excel
Education
Kean University 2006 — 2007
Bachelors, Accounting
Pension Consulting Alliance July 2012 - Present
Mazama Capital Management June 2011 - August 2011
State Street March 2007 - August 2010
Skills
Investment Management, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Fund Accounting, Equities, Equity Research, PowerPoint, Valuation, Investments, Microsoft Word, Portfolio Management, Due Diligence, Equity Valuation, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2012
MBA, Finance & Securities Analysis
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Kansas State University 2001 — 2006
Bachelor of Science (BS), Economics
State Street February 2006 - Present
Education
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.), Business & Economics (Concentration in Finance)
State Street May 2011 - Present
NERA Economic Consulting July 2008 - April 2011
Skills
Financial Modeling, Derivatives, Bloomberg, Equities, Fixed Income, Quantitative Finance, Financial Analysis, Business Analysis, Quantitative Analytics, Investment Banking, Hedge Funds, Valuation
Education
Princeton University 2006 — 2008
Master of Science (M.Sc.), Operations Research and Financial Engineering
178
Lafayette College
Bachelor of Science (BSc), Mathematics
HSBC 2007 - 2012
BNY Mellon 2006 - 2007
State Street 2004 - 2006
Skills
Hedge Funds, Fund Of Funds, Fund Administration, Bloomberg, Fund Accounting, Alternative Investments, CRM, Mutual Funds, Fixed Income, Financial Analysis
Education
Kean University 1999 — 2003
BS
Brown Brothers Harriman January 2010 - Present
State Street February 2009 - December 2010
Skills
Microsoft Office, Lotus Notes, Team Management, Managerial Skills, Account Management, Team-oriented, Client Relations Skills, Manage Client..., Client Development, Cross-functional Team..., Staff Development, Mutual Funds, Financial Regulation, Financial Services, Financial Audits, Financial Accounting, Hedge Accounting
Education
Keene State College 2004 — 2008
Business Administration and Management, General
RBC Capital Markets July 2014 - Present
RBC Capital Markets May 2003 - June 2014
State Street June 2001 - May 2003
Skills
Asset-backed..., Securitization, Commercial Paper, Conduit, Capital Markets, ABS, Finance, Banking, Risk Management, Structured Finance, Credit
Education
La Salle University 1997 — 2001
B.S., Finance
La Salle College High School 1993 — 1997