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
University of Missouri Kansas City August 2013 - Present
State Street May 2013 - August 2013
Wagstaff & Cartmell, LLP May 2012 - August 2012
Cerner Corporation May 2011 - March 2012
Skills
Analysis, Microsoft Excel, Data Analysis, Research, Economics, Event Planning, Leadership
Education
University of Missouri-Kansas City 2013 — 2015
Master of Arts (M.A.), Economics
Rockhurst University 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Capital One October 2014 - Present
KPMG US September 2013 - October 2014
JPMorgan Chase July 2011 - October 2013
Goldman Sachs June 2010 - July 2011
Barclays Capital September 2009 - February 2010
Deutsche Bank July 2007 - June 2009
Viteos Capital Markets February 2006 - August 2007
State Street May 2004 - February 2005
Skills
Risk Management, Risk Analysis, VAR, Product Control, Operational Risk, Project Management, Risk Analytics, Hedge Funds, Equities, Fixed Income, Middle Office, Investment Banking, Derivatives, Bloomberg, Swaps, Market Risk, Capital Markets, Trading Systems, FX Options, Financial Modeling, MBS, Equity Derivatives, Bonds, Credit Derivatives, Trading
Education
Rider University 2005 — 2006
MBA, Finance
Stockton University 2002 — 2003
Bachelor of Science in Business Sudies, Finance
State Street July 2014 - Present
Cerner Corporation June 2014 - September 2014
Northwestern Mutual October 2013 - June 2014
Jackson County Department of Corrections August 2012 - September 2013
US Air Force February 2003 - June 2011
Skills
Air Force, DoD, Military, Military Experience, Security, Security Clearance
Education
Rockhurst University 2013 — 2017
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Raymore-Peculiar High School 1999 — 2002
FINDitKC 2012 - Present
State Street February 2011 - February 2012
Greater Kansas City Community Foundation June 2010 - December 2010
Rockhurst University January 2008 - December 2010
Geneva Roth Companies January 2009 - September 2009
The Meadow Club June 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, Budgets, General Ledger, Data Analysis, QuickBooks, Finance, Analysis, Financial Statement..., Strategic Planning, Banking, Financial Statements, Payroll
Education
Rockhurst University 2008 — 2010
MBA, Finance & Management
Rockhurst University 2004 — 2008
BSBA, Accounting
ConocoPhillips May 2015 - Present
Rice University: Center for Career Development August 2012 - Present
Nhue Concierge S.L. October 2014 - December 2014
State Street June 2014 - August 2014
Tallahassee Memorial HealthCare July 2013 - August 2013
Skills
Public Speaking, Leadership, Microsoft Office, PowerPoint, Python, Microsoft Excel, Account Reconciliation, Supply Chain
Education
Rice University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Cognitive Sciences
Universidad de Granada 2014 — 2014
South Brunswick High School 2008 — 2012
Federal Reserve Bank of Kansas City October 2014 - Present
Federal Reserve Bank of Kansas City April 2014 - September 2014
Federal Reserve Bank of Kansas City December 2012 - March 2014
Federal Reserve Bank of Kansas City December 2010 - December 2012
State Street April 2008 - December 2010
State Street July 2007 - April 2008
Skills
Financial Analysis, Accounting, Financial Statements, Banking
Education
Rockhurst University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Rockhurst University 2003 — 2007
BSBA, Accounting
Dr Pepper Snapple Group November 2011 - Present
Randstad June 2010 - November 2011
Full-Time MBA Student August 2009 - June 2010
State Street June 2007 - August 2009
Skills
CRM, Recruiting, Management, Human Resources, Customer Service, Mutual Funds, Valuation, Securities, Logistics, Onboarding, PeopleSoft, SAP, Process Improvement, Employee Benefits, Microsoft Excel, Applicant Tracking..., Payroll, Forecasting, Leadership, Outlook
Education
Rockhurst University 2008 — 2010
Master of Business Administration (MBA), MBA
University of Missouri-Columbia 2001 — 2005
Bachelor of Business Administration (BBA)
State Street March 2012 - Present
State Street September 2009 - March 2012
Investors Bank & Trust August 2007 - September 2009
Investors Bank & Trust September 2006 - August 2007
Skills
Analyzing the..., Fund Accounting, Cash Management, Global Cash Management, Global Custody, Mentoring, Microsoft Excel, Microsoft Office, Close Attention to..., Pay Close Attention to..., Pivot Tables, MS Excel Pivot Tables, PowerPoint, Visio, Project Management, Corporate Actions, Mutual Funds
Education
University of Massachusetts Lowell 2010 — 2013
Master of Business Administration (MBA), Accounting Concentration, Summa Cum Laude
Rhode Island College 2002 — 2006
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Bloomberg LP February 2013 - Present
Bloomberg LP March 2012 - December 2012
Bloomberg LP June 2011 - November 2011
U.S. Census Bureau April 2010 - June 2010
Santander Bank, N.A. (Sovereign Bank) August 2009 - January 2010
State Street May 2008 - August 2008
Santander Bank, N.A. (Sovereign Bank) June 2004 - May 2008
Skills
Mutual Funds, Investments, Microsoft Office, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Training, Accounting, Equities, Analysis, Leadership
Education
Rider University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Rider University 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.15
DST Systems 2013 - Present
State Street 2008 - 2013
State Street 2001 - 2007
DST Systems 1982 - 2001
Skills
Mutual Funds, Asset Management, Investments, Accounting, Team Building, Fixed Income, Strategic Planning, Leadership Development, Organizational..., Management, Portfolio Management, Project Management, Business Analysis, Financial Services, Risk Management, Equities, Hedge Funds, Securities, Asset Managment, SaaS, Product Management, Fund Accounting, Business Strategy, Fund Administration, Financial Markets
Education
Rockhurst University 1983 — 1987
MBA, Finance and Economics
Rockhurst University 1976 — 1978
B.S.B.A, Finance and Economics
The Private Bank And Trust Company October 2013 - Present
The Private Bank And Trust Company September 2010 - September 2013
State Street June 2008 - August 2010
Skills
Public Speaking, Financial Modeling, Financial Analysis, Leadership
Education
Rockhurst University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rockhurst University 2004 — 2008
Bachelor of Science / Business Administration, Accounting
State Street November 2014 - Present
HSBC July 2014 - November 2014
Zolio Inc March 2014 - May 2014
Lally School of Management March 2013 - December 2013
Citigroup June 2013 - August 2013
Bank of Beijing January 2012 - July 2012
Citibank January 2011 - March 2011
Skills
Analysis, Financial Analysis, Data Analysis, Corporate Finance, Matlab, Stata, Microsoft Excel, Bloomberg, Python, VBA, SQL, R, C, VB, Visual Basic, Microsoft Access, Mathematical Statistics, Regression Analysis, Risk management, Trading, SAS, Yield Book, SAS Programming
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science, Financial Engineering and Risk Analytics
Beijing Union University (BUU), Beijing, China 2007 — 2011
Bachelor of Economics, Finance, 3.75/4.0
State Street April 2015 - Present
Latteland Espresso & Tea August 2011 - May 2014
Skills
Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Time Management, Nonprofits, Social Media
Education
Rockhurst University 2011 — 2016
Bachelor's degree, Economics
Cristo Rey KC 2007 — 2011
High School, Honors
State Street September 2012 - Present
United BioSource Corporation August 2011 - August 2012
Missouri Baking Company January 2007 - October 2008
Tower Tee Family Golf Complex October 2005 - January 2007
Skills
Financial Reporting, Customer Service, Sales
Education
Rockhurst University 2008 — 2013
Master, Business Administration
Rockhurst University 2008 — 2012
Accounting
St. Louis University High School 2004 — 2008
KPMG October 2015 - Present
Diamond Photography January 2009 - Present
KPMG June 2013 - October 2015
State Street January 2012 - May 2013
State Street Bank March 2008 - December 2011
Skills
Financial Services, Business Analysis, Financial Modeling, Accounting, Fund Accounting, Process Improvement, Financial Analysis, Financial Reporting, Auditing, Business Transformation, Outsourcing, Project Management, Account Reconciliation, Risk Management, Gap Analysis, Business Process..., General Ledger, Audit, Photography, RFP Generation, Vendor Management
Education
Rhode Island College 2003 — 2007
BS, Accounting
Arch Insurance Group May 2011 - Present
Chubb 2009 - 2011
Vanderbilt Ave. Asset Management 2008 - 2009
State Street 2006 - 2008
Skills
D&O, Employment Practices..., Professional Liability, Underwriting, Financial Institutions, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity Firms, Venture Capital, Real Estate, Banking, Property & Casualty..., Financial Risk, Asset Management, Insurance, Financial Analysis, Liability
Education
Rider University 2003 — 2006
Bachelor of Science, Business Economics
Pramerica Italia March 2015 - Present
Prudential Financial March 2014 - March 2015
Prudential Financial August 2013 - March 2014
Prudential Financial October 2008 - August 2013
State Street May 2007 - November 2007
Education
Rider University 2004 — 2008
BS, Business Administration, Actuarial Science & Finance
Saucony May 2015 - Present
JPMorgan Chase June 2014 - May 2015
State Street August 2013 - May 2014
StonehamBank May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
The Hofeller Company May 2012 - October 2012
Nordstrom June 2011 - May 2012
Target June 2009 - August 2009
Cafe Nicholas May 2009 - July 2009
Skills
Working With Children, Money Handling, Customer Interaction, Customer Service, Supervising Others, Safety, Evaluation, Invoice Processing, Spreadsheets, Money, Inventory Management, Accounts Payable, PowerPoint, Microsoft Office, Microsoft Excel, Organizational Behavior, Customer Support, Outlook, Microsoft Word, Teamwork, Retail, Mutual Funds, Investments, Fund Administration, Finance, Invoicing, Stocks, Bloomberg, Due Diligence, Analysis, Financial Analysis, Bloomberg Terminal, Accounting, Account Reconciliation, Management, Financial Accounting, Access, Portfolio Management, Time Management, Data Entry, Wealth Management, Financial Services, Financial Statements, Cash, Expenses, Securities, Research, Pivot Tables, Fund Accounting, Equities
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science, Management; Finance
Rivier College 2009 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Putnam Investments April 2013 - Present
State Street November 2011 - March 2013
Knott Asset Management 2010 - 2011
The Ad Club June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Financial Reporting, Financial Analysis, Mutual Funds, SAP, ESKER, Microsoft Excel, Microsoft Office, Lotus Notes, Public Speaking, MS Excel Pivot Tables
Education
Roanoke College 2007 — 2011
BA, Accounting
The Winsor School 1999 — 2007
TA Associates March 2015 - Present
State Street September 2014 - March 2015
State Street November 2012 - August 2014
State Street August 2010 - November 2012
Education
University of Maine 2005 — 2009
Bachelor of Science (B.S.), Accounting
Richmond, The American International University in London 2008 — 2008
State Street April 2013 - Present
State Street December 2005 - March 2013
State Street January 2001 - November 2005
Merrill Lynch Investment Managers May 2000 - December 2000
Merrill Lynch Investment Managers June 1996 - May 2000
Skills
Employee Relations, HR Strategy, Performance Management, Compensation, Talent Acquisition, Onboarding, HR Policies, Employee Engagement, Personnel Management, Human Resources, Deferred Compensation, Management, Talent Management, Succession Planning, Leadership, HRIS, Change Management, HR Consulting, Strategy, Workforce Planning, Organizational Design, Leadership Development, Benefits Administration, New Hire Orientations, SDLC, College Recruiting, Coaching, Policy, Employee Benefits, Applicant Tracking..., Hiring, Outsourcing, Executive Search, Recruiting, Employment Law, Vendor Management, Training, Employer Branding, Interviews, Mergers & Acquisitions, Organizational..., Compensation & Benefit, Organizational..., Executive Coaching, PeopleSoft, Internet Recruiting, Process Improvement, Technical Recruiting, Time Management, HR Transformation
Education
Rider University 1999 — 2005
BSBA, Human Resources Management
SEI Investments Director of Accounting/OperationsSEI2005 - Present
State Street January 2001 - May 2005
Merrill Lynch Investment Managers May 1983 - December 2000
Merrill Lynch 1983 - 2000
Education
Rider University 1989 — 1994
Accounting
State Street Sr Performance AnalystAthena Capital AdvisorsSeptember 2015 - Present
State Street Bank August 2013 - September 2015
Skills
Bloomberg, Analytics
Education
Rigas Tehniska Universitate 1994 — 2000
Master of Business Administration (M.B.A.), Economics
Riga 60 School
State Street July 2014 - Present
Mopar consulting 2008 - Present
Veolia Environnement November 2013 - June 2014
FirstCall April 2011 - September 2013
Monarch Inventory Services October 2009 - April 2011
US Census Bureau April 2009 - August 2010
HCA June 2005 - November 2008
ATK September 2003 - March 2005
Sprint 1999 - 2002
DaimlerChrysler AG August 1990 - November 1999
Skills
Financial Analysis, Contract Negotiation, Problem Solving, Accounts Receivable, Accounts Payable, Financial Reporting, SOX, Payroll, Accounting, Process Improvement, Auditing, Sarbanes-Oxley Act, Forecasting, Budgets, Microsoft Excel, SAP, Inventory Management, Management, QuickBooks, General Ledger, Analysis, Internal Audit, Financial Statements, Variance Analysis, Fixed Assets, Account Reconciliation, Cost Accounting
Education
Rockhurst University 1973 — 1977
BSBA, Accounting
Shawnee Mission Northwest 1972 — 1973
High School, general
State Street June 2012 - Present
Mayflower Sampler Guild 2003 - Present
Omgeo 2010 - 2012
Fidelity Investements 2007 - 2009
Fidelity Investments 2005 - 2006
Fidelity Investments 2001 - 2005
Fidelity Investments 2000 - 2001
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
The Boston Company (subsidiary of American Express/currently Bank of New York Mellon)) 1987 - 1995
Skills
Offshoring, Risk, Outsourcing, Mergers, P&L Management, Client Implementation, Program Management, New Client..., Client Integration, Health & Welfare..., Defined Contribution, Pension Administration, Flexible Spending..., System Applications, Call Monitoring, Applications Software..., Client on-boarding, Contract Negotiation, Contract Management, Project Management, Application Lifecycle..., Manage Client..., Information Technology, Technology Management, Mutual funds, QA Testing, Accounts Payable, Human Resources, Mergers & Acquisitions, Quality Assurance, Vendor Management, Financial Risk, Financial Services, Onboarding, Leadership, Data Center, Payroll Services, Shareholder Services, Fund Accounting, Infrastructure, Governance, PMP, Change Management, Mutual Funds, IT Strategy, Enterprise Architecture, Integration, Management, Analysis, Consulting
Education
Suffolk University Law School 1988 — 1992
JD, International Law
Rider University 1973 — 1976
BS, Double major Computer Sciences & Accounting
DML Strategic Consulting March 2011 - Present
Morgan Energy, LLC March 2011 - Present
Spinnaker Training & Consulting August 2013 - July 2015
State Street September 2006 - January 2011
State Street 2003 - 2005
State Street Bank 2002 - 2003
State Street 1997 - 2002
Shaw Data Services, a Sungard Company 1985 - 1996
Skills
Strategy Development, Product Development, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Marketing Communications, Marketing Research, Strategy, Investments, Product Management, Cross-functional Team..., Financial Services, Leadership, Management, Project Management, Professional Services, Executive Management, Integration, Risk Management, Fixed Income, Equities, Securities, Derivatives
Education
Rensselaer Polytechnic Institute
MS
Siena College
BA
NEPC, LLC February 2014 - Present
Service Point USA December 2000 - November 2013
Service Point USA August 2001 - February 2011
Service Point USA December 2000 - August 2001
State Street June 1999 - December 2000
State Street December 1997 - March 1999
State Street February 1997 - December 1997
State Street April 1996 - February 1997
Skills
Vendor Management, Process Improvement, Access, Visio, Microsoft SQL Server, Integration, Cross-functional Team..., Project Management, Operations Management, SAP, Troubleshooting, Management, System Administration, CRM, Product Management, Sales Analysis, Business Process..., Systems Integration, Workflow Optimization, Agile Application..., Microsoft Office, Microsoft Project, SSIS, SDLC, Waterfall, Web Applications, Crystal Reports, Print On Demand, XMPie, Business Analysis, Document Management, Problem Solving, Solution Implementation, Technical Accounting..., Technical Translation, Technical Support
Education
Rochester Institute of Technology 1992 — 1996
Bachelor of Science, Finance
State Street March 2015 - Present
Deloitte October 2012 - March 2015
The Ketch June 2009 - August 2012
Skills
Financial Accounting, Financial Reporting, Account Reconciliation, Internal Controls, US GAAP, Auditing, Assurance, SEC Filings, Microsoft Excel, Microsoft Office, QuickBooks, Accounts Payable, PowerPoint, Accounting, Sarbanes-Oxley Act, GAAP, Microsoft Word
Education
Rider University 2011 — 2012
Master's degree, Accounting
Rider University 2007 — 2011
Bachelor's degree, Accounting and International Business
Goldman Sachs June 2013 - Present
IFS State Street May 2011 - June 2013
State Street December 2006 - May 2011
Skills
Trading, Mutual Funds, Accounting, Auditing, Account Reconciliation
Education
Rider University 2007 — 2010
MBA, Finance
Rider University
B.S., Finance
Yanka Kypala Grodno State University
Law
CapWest Mortgage 2015 - Present
LINEAGE July 2013 - June 2015
State Street May 2013 - July 2013
State Street January 2013 - May 2013
Branson Zipline May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Financial Analysis, Time Management, Sales, Marketing
Education
Rockhurst University 2009 — 2013
BSBA, Accounting and Finance
Hillsborough County Sheriffs Office April 2011 - Present
Platte County Sheriff Dept October 2003 - February 2011
State Street Bank March 1984 - August 2003
State Street 1995 - 2003
DST Systems, Inc 1985 - 1996
Skills
Financial Analysis, Budgeting, Microsoft Office, Business Analysis, Strategic Planning, Word, Problem Solving, Excel, Budgets, Microsoft Excel, Financial Reporting, Microsoft Word, Access, Supervisory Skills, Policy, Research, Process Improvement, Program Management, Team Building, Leadership, Operations Management, Team Leadership, Government, Training, Security, Software Documentation, Public Safety, Customer Service, Criminal Justice, Analysis, Emergency Management, Criminal Investigations
Education
Rockhurst University 1974 — 1977
MBA, Finance
University of Central Missouri 1961 — 1966
BA, Business
State Street March 2013 - Present
RBS Citizens Group September 2011 - December 2012
State Street July 1989 - December 2010
Codex Corporation 1986 - 1989
Blue Cross Blue Shield of Rhode Island 1982 - 1986
Skills
Problem Solving, Planning, Business Analysis, Requirements Analysis, Corporate Actions, SDLC, Process Improvement, Customer Relations, Financial Projects, Financial Systems, Vendor Management, PMP, Project Management, Risk Management, Project Planning, Software Project...
Education
Rhode Island College
BS, Management
State Street 2009 - January 2014
Skills
Customer Service, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Financial Analysis, Microsoft Word, Outlook, Risk Management, Leadership, PowerPoint, Teamwork, Team Building, Strategic Planning, Public Speaking
Education
Research College of Nursing 2014 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Missouri-Kansas City 2005 — 2009
State Street July 2013 - Present
The Cheesecake Factory May 2010 - July 2012
The Nelson-Atkins Museum of Art September 2011 - January 2012
Skills
Microsoft Word, Security, Microsoft Excel, Customer Service
Education
University of Missouri-Kansas City 2011 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts
Rockhurst University 2008 — 2010
Education
S E Cooper & Associates PC December 2013 - October 2014
State Street October 2010 - December 2013
Worlds of Fun April 2009 - October 2009
Wolfner Library: The Missouri Library for the Blind and Physically Handicapped January 2009 - May 2009
Skills
Microsoft Excel, Teamwork, Problem Solving, Microsoft Office, Quick Study, QuickBooks, GoSystems, Customer Service, Time Management
Education
Westminster College (MO) 2006 — 2010
Bachelor's Degree, Accounting
Richmond, The American International University in London 2008 — 2008
Summer Study Abroad Program
State Street Global Advisors April 2013 - Present
State Street October 2012 - April 2013
State Street March 2004 - October 2012
Ernst & Young 1997 - 2000
Skills
Due Diligence, Investments, Private Equity, Strategy, Equities, Finance, Mergers, Valuation, Securities, Capital Markets, Joint Ventures, Banking, Financial Services, Hedge Funds, Mergers & Acquisitions, Funding, Financial Markets, Executive Management, Alternative Investments, Corporate Finance, Asset Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
Masters of Science, Finance
The University of Connecticut School of Business 1986 — 1990
Bachelor of Science, Accounting
Ozane June 2014 - Present
State Street October 2012 - June 2014
Goldman Sachs June 2002 - October 2012
Skills
Hedge Funds, Account Reconciliation, Accounting, Alternative Investments, Asset Allocation, Asset Management, Auditing, Bloomberg, Bloomberg Terminal, Capital Markets, Commodity, Corporate Finance, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Derivatives, Equity Research, FX Options, Financial Accounting, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Fund Of Funds, GAAP, Investment Banking, Investment Management, Investments, Investor Relations, Options, Portfolio Management, Prime Brokerage, Private Equity, Risk Management, SEC filings, Securities, Swaps, Trading, Trading Systems, US GAAP, Valuation, Venture Capital
Education
Rider University 1988 — 1992
Bachelor of Science (BS), Accounting
Home December 2014 - Present
Home December 2014 - Present
Vesta Corporation July 2012 - December 2014
State Street July 2008 - July 2012
Picerne Real Estate Group January 2007 - July 2008
State Street August 2005 - January 2007
Skills
Accounting, Real Estate, Financial Reporting, Financial Accounting, Portfolio Management, Cash Management, Financial Analysis, Derivatives, Financial Statements, Budgets, Investments, Securities, Strategic Planning
Education
Bryant University 2009 — 2011
Master of Business Administration, 08/2011
Rhode Island College
Bachelor of Science, Accounting
State Street April 2011 - Present
CIT Group Finance Ireland March 2007 - November 2010
Zulus Ltd. April 2006 - January 2007
Alfa (Pvt) Ltd. February 1994 - February 2006
Skills
People Management, Account Management, Operations Management, Coaching, Customer Relations, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Auditing, Business Strategy, Change Management, Customer Service, Finance, Leadership, Management, Strategic Planning, VAT, Financial Services, Process Improvement, Business Analysis
Education
Rhodes University 2002 — 2004
MBA, Strategic Management
Institute of Marketing Management 1995 — 1997
IMM Diploma, Marketing, Business Management
Sperry Van Ness June 2015 - Present
Economic Development Corporation of Sarasota County May 2013 - May 2015
Sinclair Business Brokers May 2012 - May 2013
State Street September 2008 - May 2012
JPMorgan Chase Bank, N.A. February 2004 - August 2008
State Street Bank & Trust Company December 1996 - October 2004
Linotype-Hell, AG July 1995 - December 1996
Digital Equipment Corporation October 1974 - July 1995
Skills
Relationship Management, Sales, Marketing, Investment Management, Equities, Fixed Income, Securities, Financial Markets, Asset Managment, Strategic Alliances, Mutual Funds, Financial Services, Investments, Derivatives, Asset Management, Sales Management, Global Custody, Corporate Actions, Securities Lending, Fund Administration, Fund Accounting, Banking, Bloomberg, Business Development, Start-ups, Back Office, Capital Markets, Middle Office, ETFs, Investment Banking, New Business Development, Series 63, Portfolio Management, Business Analysis, Trading Systems, Investment Strategies, FX Options, Bonds, Trading, Leadership, Alternative Investments, Equity Derivatives, Wealth Management, Foreign Exchange, Risk Management, Custodial Services, Surfing, Sailing, Real Estate, RFP Generation
Education
Rochester Institute of Technology
BS, Business Management and Graphics Technology
State Street September 2015 - Present
Sigma Alpha Epsilon Fraternity May 2014 - Present
Rockhurst University August 2013 - Present
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley September 2014 - October 2014
CardioTabs May 2012 - August 2013
Dr. Frank Smist June 2012 - August 2012
Skills
Microsoft Excel, Mathematics, Athletics, Problem Solving, Multi Tasking, Group Work, Leadership, Analytics, Customer Service, Retail, Critical Thinking, Time Management, Social Networking, Access
Education
Rockhurst University 2012 — 2016
Finance/Economics, Junior
Rockhurst University 2012 — 2016
Financial Markets and Economic Analysis, 3.94/4.00 GPA
Black & Veatch January 2015 - Present
Black & Veatch August 2014 - January 2015
State Street April 2013 - August 2014
FedEx Office June 2011 - April 2013
HyVee July 2009 - January 2011
Brookside Charter School August 2008 - May 2009
Popeye's Chicken & Biscuits March 2005 - August 2005
Skills
Customer Service, Accounting, Microsoft Excel, Team Building, Word, Software Documentation, Microsoft Word, Leadership, Time Management, PowerPoint, Event Planning, Troubleshooting, Bloomberg, Research, Editing, Oracle, Oracle Applications, Business Intelligence, Billing Systems, PAM for Securities, Financial Instruments, Excel, Problem Solving, Customer Relations, Negotiation, Windows, Teaching, Writing, Production, Management, Business Analysis, Financial Analysis, Microsoft Office, Analysis, Budgets, Social Media, Outlook, Invoicing, Process Improvement
Education
Rockhurst University 2008 — 2011
BSBA, Accounting
Longview Community College - MCCKC, Lee's 2006 — 2007
Associate of Arts, General Studies
New Directions Behavioral Health October 2011 - Present
C3 Creative Consumer Concepts October 2013 - Present
Pichakoi Photography LLC June 2013 - Present
New Directions Behavioral Health October 2011 - March 2013
TDC Motorsports LLC January 2007 - January 2013
Johnson County Psychiatric Services February 2010 - October 2011
State Street September 2007 - February 2010
Skills
Customer Service, Consulting, Project Management, Management, Account Management, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Office Management, Office Administration, Front to Back Office, Computer Network..., Mechanics, Statistics, Statistical Modeling, Forecasting, Human Resources, Employee Training, Hands-on Training, Technology, Recruiting, Invoicing, Training, Technical Training, Analysis, Employee Benefits, Insurance, Business Systems..., Efficiency, Operational Efficiency, Business Efficiency, Business Process..., Business Process..., Quality Improvement, Personnel Management, Service Improvement, Operations Management, Photoshop, Digital Photography, Digital Media, Digital Printing, Digital Electronics, Automotive Aftermarket, Marketing Strategy, International Sales, Product Marketing, Social Media Marketing, International..., International Business
Education
Rockhurst University
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Kansas
Northern Trust Corporation September 2012 - Present
State Street IMS November 2009 - April 2011
State Street December 2003 - November 2009
Skills
Bloomberg, Microsoft Excel, Lotus Notes, Microsoft Word, Reuters, PDI, S&P, FTP, Enterprise Software, Fixed Income, Mutual Funds, Bloomberg Terminal, Equities, Municipal Bonds, Corporate Actions, Securities, Financial Services, Finance, Derivatives
Education
University of Rhode Island 2000 — 2003
Bachelors, Journalism, Political Science
Richmond, The American International University in London 2002 — 2002
Political Science
Wells Fargo Advisors March 2014 - Present
Nacho Man's Sports March 2012 - Present
State Street February 2014 - March 2014
Big Sister Association of Greater Boston August 2013 - March 2014
Citizens Bank April 2013 - February 2014
Citizens Bank June 2010 - May 2013
Wells Fargo July 2009 - June 2010
LPL Financial Services June 2007 - January 2009
LPL Financial Services August 2005 - June 2007
State Street December 2003 - August 2005
Skills
Financial Analysis, Vendor Management, Project Management, Business Analysis, Product Management, Financial Services, Finance, Banking, Analytics, Sales, Business Development, Strategy, Portfolio Management, Relationship Management, Risk Management
Education
Rockhurst University 2003 — 2005
MBA, International Business/Marketing
Rockhurst University 1999 — 2003
BA, Economics
Eastern Tool, LLC October 2005 - Present
State Street October 2000 - October 2005
Skills
Oracle SQL Developer, Java, Unix, Microsoft Office, Power Generation..., Electronics, Pneumatics, Electrical..., Shell Scripting, C, Linux, Hydraulics
Education
Rhode Island College 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Industrial Electronics Technology/Technician
MetaProcure August 2013 - Present
Contingent Workforce Management January 2013 - August 2013
Lionbridge November 2011 - December 2012
MetLife June 2010 - November 2011
State Street January 2010 - June 2010
MetLife September 2007 - January 2010
The Judge Group December 2003 - September 2007
NaviSource Consulting Corp. January 2000 - December 2003
TAC Worldwide Companies April 1997 - December 1999
Xerox 1986 - 1991
Skills
Business Analytics, Crowdsourcing, Vendor Management, Strategic Planning, Practice Development, Strategic Sourcing, Program Development, Analytics, KPI implementation, Service Level Management, Cost Reduction..., Demand Management, Business Process..., Category Management, Management, Procurement, Sourcing, Spend Analysis, Process Improvement, Supply Chain Management, Supply Management, Outsourcing, Strategy, Recruiting, Leadership, Management Consulting, Operations Management, Start-ups, Analysis, Consulting, Team Management, Business Development, Training, Human Resources, Enterprise Software, Supply Chain, Organizational..., Professional Services, Program Management, Account Management, Cross-functional Team..., CRM
Education
Rhode Island College 1978 — 1983
Bachelor of Science, Managerial Economics
Rhode Island College 1978 — 1983
Bachelor of Arts, Business Management
State Street June 2015 - Present
Longfellow Investment Management Co. May 2014 - May 2015
Bain Capital: Sankaty Advisors February 2014 - May 2014
The Boston Globe January 2014 - January 2014
Pioneer Investments November 2013 - November 2013
iFactory April 2013 - October 2013
Stavis Seafoods April 2012 - April 2013
Huntington Theatre Company May 2011 - August 2012
DentaQuest December 2011 - April 2012
The First Church of Christ, Scientist June 2011 - October 2011
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, PowerPoint, Database Administration, Data Entry, Budgets, Inventory Planning, Teleconferencing, NetMeeting
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS)
Rochester Institute of Technology 2007 — 2010
BFA
Real Capital Analytics May 2015 - Present
GFI Group March 2015 - Present
GFI Group February 2013 - February 2015
State Street August 2012 - February 2013
HARRIS INTERACTIVE May 2010 - July 2010
Skills
HP QTP, Microsoft Office, MySQL, Microsoft SQL Server, SQL Server Management..., C++, C, HTML, Java, JavaScript, SQL, Software Development, Windows, Customer Service, Software Documentation, Databases
Education
Rochester Institute of Technology 2007 — 2012
Bachelor of Science (B.S.), Information Technology w/ Concentration in Web/Database Design and Development
LEXINGTON HIGH SCHOOL 2003 — 2007
High School Diploma
State Street April 2015 - Present
Bloomberg LP January 2014 - October 2014
Bloomberg LP June 2013 - December 2013
AIG January 2013 - May 2013
Skills
Private Equity, Bloomberg, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Financial Analysis, Valuation, Technical Analysis, VBA, Public Speaking, DCF Valuation
Education
Rider University 2011 — 2013
Bachelor's Degree, Finance, General, 3.84
State Street January 2014 - Present
SpringHill Suites by Marriott August 2013 - June 2014
Target March 2013 - November 2013
Mardel Christian & Education November 2011 - November 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Internal Controls, Account Reconciliation, Auditing, Financial Analysis, Financial Reporting, Outlook, Tax, Finance
Education
Rockhurst University 2015 — 2017
Bachelor’s Degree, Accounting, 3.90
Longview Community College 2012 — 2014
Associate’s Degree, Business, 3.90
Eagle Trading Systems (hedge fund - client side) September 2012 - Present
P. Schoenfeld Asset Management July 2011 - September 2012
State Street - IFS August 2010 - July 2011
State Street May 2008 - August 2010
Skills
Hedge Funds, Swaps, Equities, Reconciliations, Securities, Trading, Account Reconciliation, Bloomberg, Financial Statements, Options, Funding, Auditing, Financial Accounting, Accounting, Mutual Funds, Finance, Fund Accounting, Fixed Income, Derivatives
Education
Rider University 2008 — 2010
MBA, Finance
Stockton University 2006 — 2008
Bachelor of Science, Finance
Toyota Motor North America, Inc. September 2015 - Present
State Street June 2015 - August 2015
Skills
Continuous Improvement, Microsoft Office, LabVIEW, Matlab, SolidWorks, Photoshop, Analytical Skills, Finance, Financial Services, Process Improvement, Cross-team Collaboration, Mac
Education
Rochester Institute of Technology 2013 — 2018
Engineer's Degree, Biomedical/Medical Engineering, Second Year
Citizens Bank May 2014 - Present
Citizens Bank September 2012 - May 2014
Citizens Bank September 2009 - September 2012
Citizens Bank September 2007 - September 2009
Citizens Bank January 2006 - September 2007
Citizens Bank February 2005 - December 2005
State Street July 1983 - June 2003
Skills
Banking Operations, Project Management, People Management, Program Management, Operational Risk, Business Process..., Human Resources, Management, Change Management, Talent Management, Strategic Planning, Coaching, Finance, Business Process, Strategy, PMO, Financial Risk, Banking
Education
Rochester Institute of Technology
Bachelor of Science / College of Business, Business Administration / Finance
Sprint September 2014 - Present
Sprint January 2013 - August 2014
Sprint December 2011 - December 2012
State Street June 2011 - December 2011
Selective Site Consultants June 2010 - June 2011
Skills
Leadership, Sales, Telecommunications, Public Speaking, Time Management, Financial Analysis, Forecasting, Customer Service, Budgets, Microsoft Excel, New Business Development, Customer Satisfaction, Management, Teamwork, Microsoft Word, Product Development, Team Building, Process Improvement
Education
Rockhurst University 2011 — 2012
MBA, Business Management
Rockhurst University 2007 — 2011
BSBA, Business Management
Federal Reserve Bank of Kansas City July 2014 - Present
State Street May 1999 - July 2014
State Street September 2011 - July 2013
State Street June 2010 - September 2011
State Street February 2008 - June 2010
State Street August 2005 - February 2008
State Street February 2001 - August 2005
State Street June 2000 - February 2001
State Street May 1999 - June 2000
Chicago Mercantile Exchange (CME) June 1998 - August 1998
Skills
Global Custody, Futures, Options, Swaptions, Straight Through..., AWD, Lean Tools, Repurchase Agreements, Commercial Paper, Equities, Process Improvement, Derivatives, Accounting, SWIFT messaging, Securities Lending, Collateral Management, Business Transformation, CFDs, Foreign Exchange, Transaction Management, Operational Efficiency, Mutual Funds
Education
Rockhurst University 2006 — 2009
MBA, Finance
University of Central Missouri 1995 — 1999
BSBA, Marketing/Political Science
PVH Corp. June 2015 - Present
PVH Corp. January 2011 - Present
Tommy Hilfiger 2008 - 2010
Rutgers University 2007 - 2008
State Street 2002 - 2007
Bessemer Trust 2000 - 2002
Ridge Services Inc. 1998 - 2000
Skills
iCIMS, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., Interviews, Screening, Deferred Compensation, Coaching, Employee Benefits, Performance Management, New Hire Orientations, Onboarding
Education
Rider University 1993 — 1997
BS, Human Resource Management / Management & Organizational Behavior
BMC HealthNet Plan/Well Sense Health Plan June 2014 - Present
Harvard University January 2014 - April 2014
adidas group January 2012 - January 2014
State Street Bank November 2010 - December 2011
Sprint Nextel Corporation August 2003 - November 2010
State Street May 2001 - May 2003
Xerox Document Company October 2000 - January 2001
Skills
Troubleshooting network..., Active Directory..., Mac OS X troublshooting..., DNS, VPN, Printers, Routers, Active Directory, Servers, XP, TCP/IP, DHCP, Group Policy, Windows Vista, Windows Server, VMware, Troubleshooting, LAN-WAN, Blackberry Enterprise..., Networking, Windows 7, Software Installation, OS X, Norton Ghost, Technical Support, Microsoft Certified..., Laptops, Blackberry, A Certified, Hardware, Help Desk Support, Linux, System Administration, System Deployment, Windows XP
Education
ITT Technical Institute-Norwood 2013 — 2015
Applied Science, Computer/Information Technology Administration and Management
Rochester Institute of Technology 1994 — 2000
Bachelor of Science, Applied Arts and Sciences; Exercise Therapy; Exercise Science and Health Administration
ComputerTraining 2008 — 2009
Microsoft Training, Microsoft Networking Technology Program
Kraft Foods January 2011 - Present
Cadbury August 2008 - January 2011
Johnson & Johnson June 2006 - August 2008
Merrill Lynch March 2005 - June 2006
State Street July 2001 - March 2005
Skills
Analysis, Managerial Finance, Cross-functional Team..., Microsoft Excel, Forecasting, Finance, Strategic Financial..., Business Planning, Management
Education
Rider University 2004 — 2006
MBA, General Management
Seton Hall University 1997 — 2001
B.S., Finance
OpenGOV, Inc April 2015 - Present
Integral Development Corporation March 2010 - April 2015
State Street July 2008 - January 2009
EnerNOC June 2007 - November 2007
CA Technologies May 2006 - November 2006
Skills
Java, Agile Methodologies, Software Development, Distributed Systems, Software Engineering, C++, Core Java, Software Design, Linux, C, FIX, Concurrent Programming, Java Concurrency
Education
Rochester Institute of Technology 2003 — 2008
Bachelor's Degree, Computer Software Engineering
Gunn High School 1999 — 2002
State Street October 1999 - Present
Lockton Companies 1997 - 1999
Skills
Financial Analysis, Microsoft Excel, Financial Services, Insurance, Process Improvement, Customer Service, Risk Management, Financial Reporting, Equities, Management
Education
Rockhurst University 2005 — 2009
MBA, Management
Washburn University 1993 — 1997
Bachelor of Business Administration (BBA), Economics
Washburn University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Washburn University 1993 — 1997
Associate of Arts (AA), Communication, General
Credit Suisse January 2012 - Present
Credit Suisse August 2008 - December 2011
State Street August 2004 - July 2008
Prudential Financial March 2004 - August 2004
Prudential Financial July 2001 - March 2004
Skills
Bloomberg, Fixed Income, Investments, Financial Reporting, Fund Accounting, Accounting, Microsoft Office, General Ledger, Leadership, Customer Service, Problem Solving, Underwriting, Investment Banking, Credit, US GAAP, Valuation, Account Reconciliation, Derivatives, Equities
Education
Rider University 2005 — 2007
M.B.A, Global Business and Management
The College of New Jersey 1997 — 2001
B.S., Finance
State Street April 2014 - Present
State Street January 2012 - Present
Fidelity Investments March 2011 - January 2012
Fidelity Investments March 2007 - June 2010
Simmons School of Management 2004 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 1999
Fidelity Investments 1994 - 1998
Skills
Financial Services, Mutual Funds, Strategy, Program Management, Management, Business Analysis, Vendor Management, Marketing Communications, Investments, Leadership, Scrum, CSM, Agile Project Management
Education
Wheaton College (MA) 1985 — 1989
BA, Economics, Art History
Simmons College 2004 — 2007
MBA, School of Management
Rhode Island School of Design 2013 — 2015
Graphic Design Certificate, Graphic Design
TriZetto Corporation 2008 - Present
State Street July 2007 - April 2008
Investors Bank and trust August 2004 - July 2007
McCracken Financial Software November 1999 - January 2004
Skills
Agile Methodologies, Software Quality..., Quality Center, Regression Testing, Testing, Microsoft SQL Server, Test Planning, Databases, SDLC, Scrum, QTP, Test Cases, Test Automation, Defect Tracking, Requirements Analysis
Education
Rhode Island College 1993 — 1998
Cox Enterprises October 2013 - Present
Capital One November 2010 - September 2013
H&R Block April 2005 - November 2010
Staples Promotional Products January 2002 - April 2005
Sprint September 2001 - November 2002
State Street June 1999 - November 2001
Skills
PeopleSoft, Performance Management, Human Resources, Process Improvement, Deferred Compensation, Vendor Management, Incentives, Employee Recognition, Benchmarking, Sales Compensation, Compensation Strategies, Leadership, Forecasting, Analysis, Compensation Structures, Strategy, Personnel Management, Executive Pay, Management, Job Evaluation, Incentive Programs, Compensation & Benefit, Training, Employee Engagement, Workforce Planning, Job Analysis, Data Analysis, Market Pricing
Education
Rockhurst University 1999 — 2002
MBA, International Business and Marketing
University of Kansas 1994 — 1998
Bachelor of Science (B.S.), International Business & Accounting
Federal Reserve Bank of Boston September 2010 - Present
State Street October 2007 - December 2010
Wyeth July 2000 - 2007
Skills
RedHat Certified..., Solaris, Perl, Unix, AIX, Red Hat Linux, Cluster, Linux, Virtualization, Disaster Recovery, Unix Shell Scripting, VMware, System Administration, RHCE, Infrastructure, Storage Area Networks, Integration, Operating Systems, Shell Scripting, IBM AIX, SAN
Education
Rochester Institute of Technology 1997 — 2000
B. Sc, Biotechnology
Caxton Associates November 2003 - Present
State Street 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Mutual Funds, Corporate Actions, Equities, Swaps, Options, FX, Bloomberg Terminal, Bloomberg, Accounting, Microsoft Office, Word
Education
Rider University 1995 — 1999
Bachelor of Science, Business Administration
American Century Investments August 2013 - Present
American Century Investments February 2011 - August 2013
American Century Investments June 2009 - February 2011
State Street September 2002 - May 2009
Education
Rockhurst University 2005 — 2007
Truman State University 1998 — 2002
Liberty High School 1995 — 1998
Information Technology Consultants, Inc. August 1993 - Present
CVS Corporation September 2012 - Present
State Street July 2011 - August 2012
Skills
Business Analysis, DB2, Project Management, COBOL, Agile Methodologies, Oracle, CICS, Six Sigma, Unix, Waterfall, Websphere, Java, PMO, Cross-functional Team..., Strategy
Education
Rivier College
Master of Business Administration (MBA), Management Information Systems, General
Union College
Mechanical Engineering
Donghia February 2014 - July 2014
State Street November 2010 - December 2013
State Street March 2009 - October 2010
Newport Harbor Corporation January 2008 - May 2008
Skills
Mutual Funds, Financial Services, Investments, Bloomberg, Fixed Income, Financial Modeling, Fund Accounting, Hedge Funds, Equities, Competitive Analysis, Management
Education
Salve Regina University 2004 — 2008
B.S., Marketing
Richmond, The American International University in London
Business and Politics in the EU
Fidelity Investments January 2015 - Present
State Street April 2012 - September 2014
RBS Citizens 2010 - March 2012
Hasbro June 2009 - July 2009
State Street February 2002 - 2009
Independent Contractor January 1998 - December 2001
Independent Contractor January 1994 - 1998
State Street Bank 1988 - 1993
Skills
Technical Project..., Project Planning, Integration, Financial Services, Risk Management, Software Development, Analysis, PMP, PMO, Stakeholder Engagement, Requirements Gathering, SDLC, Data Warehousing, Resource Management, Vendor Management, Portfolio Management, Waterfall, Business Strategy, Systems Implementation, Performance and QA..., Planview, Customer Relations, Mentoring, Web Project Management, Web Development, Application Lifecycle..., Technical Leadership, Distributed Systems, Technology Integration, Matrix Management, Application Architecture, Program Management, Equities, Corporate Actions, Fixed Income, Corporate Trust, Options, Derivatives, CDO, LBO, Trading, Investments, MBS, Accounting, Budgeting, Network Architecture, Penetration Testing, Disaster Recovery, Business Analysis, Project Management
Education
Rhode Island College
Bachelor's degree, Business Administration and Management, General
State Street July 2014 - Present
IBM September 1996 - July 2014
Early, Cloud, & Company [IBM] 1996 - 1998
BankBoston 1987 - 1996
Skills
Cloud Computing, SOA, Mainframe, Enterprise Architecture, Middleware, Websphere, DB2, Solution Architecture, Software Development, Agile Methodologies, Enterprise Software, WebSphere Application..., IT Strategy, Integration, Architecture, Application Architecture, z/OS, WebSphere
Education
Rhode Island College 1978 — 1983
Bachelor of Science (BS), Computer Science
AKQA SupervisorAKQASeptember 2011 - Present
Optimedia August 2010 - October 2011
ZenithOptimedia September 2005 - 2010
ZenithOptimedia (Publicis) 2005 - 2010
Publicis 2005 - 2010
Zenith Media 2005 - 2010
ZenithOptimedia September 2005 - June 2006
State Street June 2004 - September 2005
Rider University September 2004 - May 2005
Skills
Media Research, Strategy, Digital Media, Social Media Marketing, New Business Development, Teamwork, CRM, Sales Operations, Social Networking, Online Marketing, Facebook, Selling, Training, Media Strategy, comScore, Ad Serving, SEM, Brand Management, Advertising, Interactive Marketing, Marketing, Social Media, Public Relations, Negotiation, Time Management, Budgets, SEO, Analysis, Outdoor Advertising, Email Marketing, Direct Response, Digital Marketing, Digital Strategy, PowerPoint, Integrated Marketing, Media Buying, Web Analytics, DoubleClick, Management, Traditional Media, Marketing Strategy, Microsoft Excel, Media Planning, Google Analytics, Lead Generation, Mobile Advertising, Magazines, PPC, Mobile Marketing, Rich Media
Education
Rider University 2001 — 2005
Bachelor of Science, Business & Advertising
American Business School of Paris
Curtis High School
Brown Brothers Harriman May 2008 - Present
Natixis Global Associates April 2005 - May 2008
State Street September 2000 - April 2005
Skills
Audit Coordination, Financial Reporting, Expense Budgeting, Regulatory Filings, Project Coordination, Derivatives, Valuation, Mutual Funds, Internal Controls, SEC reporting, Accounting, Fund Conversions, Risk Management, Client Communication, Hedge Funds, Tax, Financial Services, Budgets, SEC filings, Finance, Auditing, Bloomberg, SEC Filings
Education
Roanoke College 1990 — 1994
Bachelor of Arts, History
State Street January 2010 - September 2015
State Street August 1997 - January 2010
Trust Company of the West August 1995 - August 1997
CNA / Continental Insurance June 1984 - August 1995
Kalman & Associates May 1981 - June 1984
Skills
Securities, Accounting, Financial Services, Mutual Funds, Asset Management, Outsourcing, Fixed Income, Investments, Equities, Insurance, Vendor Management, US GAAP, Derivatives, Financial Reporting, Banking, Hedge Funds, Financial Analysis, Bloomberg, Risk Management, Asset Managment, Process Improvement
Education
Rider University 1977 — 1981
BS, Accounting
Piscataway
BlackRock January 2014 - Present
BlackRock September 2012 - December 2013
BlackRock September 2006 - August 2012
State Street June 2003 - August 2006
Skills
Options, Futures, Derivatives, Equities, Bloomberg, Financial Analysis, Financial Services, Business Management, Resource Allocation, Budget Monitoring, Mutual Funds, Asset Management, Investments, Equity Derivatives, Securities, Hedge Funds, Trading
Education
Rider University 2004 — 2007
MBA, Finance
Rider University 1999 — 2003
Bachelors Degree, Finance
Big Brothers Big Sisters of Massachusetts Bay October 2013 - October 2014
New England Physicians Recruitment Center 2011 - 2013
KoolConnect Technologies, Inc. 2007 - 2009
Maine Pointe 2006 - 2007
State Street 2000 - 2003
Wellington Management 1996 - 2000
Skills
Cosmetics, Proficient Typing Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Beauty Industry, Sales, Administrative..., Executive..., Office Administration, Event Planning, QuickBooks, Accounts Receivable, Time Management, Accounts Payable, Payroll
Education
Sullivan and Cogliano Training Center 2009 — 2010
Microsoft Office Specialist Program - Outlook Certified
Richland Community College
University of North Texas
State Street November 2006 - Present
San Antonio Sports Foundation January 2006 - May 2006
Education
Rockhurst University 2012 — 2013
Master of Business Administration (MBA)
Trinity University 2002 — 2006
B.S. Business Administration, Marketing
Newman Smith 1998 — 2002
ESL Federal Credit Union May 2012 - Present
CooperVision April 2011 - May 2012
CooperVision June 2009 - April 2011
Excellus BCBS August 2008 - June 2009
State Street February 2006 - September 2007
Skills
Forecasting, Accounting, Process Improvement, Budgets, Analysis, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Internal Controls, New Business Development, General Ledger, Portfolio Management, Auditing, Strategic Planning
Education
Rochester Institute of Technology 2007 — 2008
Masters of Science, Finance
St. Bonaventure University School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Linedata January 2013 - Present
Linedata January 2011 - December 2012
Linedata October 2009 - January 2011
Pioneer Investments May 2007 - October 2009
State Street January 2007 - May 2007
State Street September 2005 - January 2007
JPMorgan September 2004 - September 2005
Skills
Management, Business Analysis, Analysis, Asset Management, Corporate Actions, Derivatives, Financial Analysis, Fund Administration, Portfolio Management, Process Improvement, Bloomberg, Fixed Income, Financial Services, Equities, Hedge Funds
Education
Suffolk University 2005 — 2009
M.S.P.S., International Relations
Roanoke College 2000 — 2004
Bachelor of Arts, International Relations
The Brattle Group June 2010 - Present
J Belanger Group LLC January 2009 - May 2010
State Street 1997 - 2009
State Street 1997 - 2006
State Street 1992 - 1997
State Street 1983 - 1992
Skills
Portfolio Management, Risk Management, Hedge Funds, Private Equity, Financial Risk, Mutual Funds, Credit, Financial Services, Fund Administration, Loans, Commercial Lending, Commercial Banking, Management Consulting, Accounting, Alternative Investments, Investment Management, AML, Equities, Derivatives, Capital Markets, Investments, Fixed Income, Valuation
Education
Washington University in St. Louis - Olin Business School 1975 — 1977
MBA, Finance & Accounting
Ripon College 1971 — 1975
BA, Economics
BlackRock April 2012 - Present
State Street Bank July 2007 - October 2011
State Street January 2001 - July 2007
Merrill Lynch June 1998 - January 2001
Skills
Pricing, Corporate Actions, Trade Operations, Markitwire, BlackRock Aladdin, DTC, Bloomberg, Reuters, Fund Administration, Middle Office, Fixed Income, Bloomberg Terminal, Bonds
Education
Rider University 1994 — 1998
Bachelor of Science in Business Administration, Accounting & Finance
International Fund Services (Ireland) Ltd, A State Street Company May 2010 - Present
BlackRock June 2007 - February 2009
Goldman Sachs June 2005 - April 2007
State Street January 2000 - June 2005
Skills
Fund Accounting, Hedge Funds, Fund Administration
Education
Rider University 1991 — 1994
BS, Finance
Current time February 2013 - Present
State Street September 1994 - February 2013
State Street 1990 - 1994
State Street 1987 - 1990
State Street 1986 - 1987
state street 1985 - 1986
Skills
Sybase, SQL, Analysis, Problem Solving, Documentation, Securities Lending, Programming, Business Analysis, Perl, Troubleshooting, Databases, Solaris, Unix, ClearCase, Oracle, ETL, Project Management, Testing, Software Documentation, Database Design, Data Warehousing, Integration, SOA, PL/SQL, Requirements Analysis, Corporate Actions, Project Planning, Linux, Requirements Gathering, Visio, Software Development, Business Requirements, SDLC, Shell Scripting, Unix Shell Scripting, Software Project..., Data Modeling, Agile Methodologies, SharePoint
Education
University of Massachusetts Boston 1988 — 1992
Bachelor's degree, Computer Science
Rochester Institute of Technology 1979 — 1984
Associate of Arts and Sciences (AAS), Computer Technology
Bank of America September 2009 - Present
Merrill Lynch July 2007 - September 2009
State Street February 2007 - June 2007
State Street March 2005 - February 2007
State Street September 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Banking, Internal Controls, Fund Accounting, Risk Management, Loans, Bloomberg, Process Improvement, Bloomberg Terminal, Business Analysis, Financial Services
Education
Rider University 2004 — 2006
Master of Business Administration, Finance
Rider University
Bachelor of Science in Business Administration, Management and Organizational Behavior
Karpus Investment Management February 2012 - Present
State Street February 2011 - February 2012
Skills
Fixed Income, Fund Accounting, Bloomberg, Investment Management, Portfolio Management, Trading
Education
Roberts Wesleyan College 2007 — 2010
Mathematics
IBM May 2012 - Present
State Street June 1983 - April 2012
Agency Management Systems June 1981 - June 1983
Commercial Union April 1976 - June 1981
Skills
CICS, RACF/security, PL1, Cobol, Assembler, TSO, COBOL, Mainframe, SDLC, AIX, Project Management
Education
Rensselaer Polytechnic Institute 1970 — 1975
BS, Computer Science
State Street January 2013 - Present
Education
Rockhurst University 2011 — 2015
Bachelor's degree, Accounting
Rockhurst University
Accounting
Columbia Management February 2007 - Present
Boston Financial Data Services March 2000 - February 2007
State Street August 1996 - December 1997
Education
Rhode Island College
BS, Accounting
Citco Fund Services May 2013 - Present
Northern Trust June 2011 - May 2013
Aurora Investment Management July 2010 - June 2011
U.S. Bank August 2007 - July 2010
State Street November 2005 - July 2007
State Street August 2002 - November 2005
State Street July 2000 - August 2002
Skills
Financial Analysis, Account Reconciliation, Hedge Accounting, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg
Education
Rockhurst University 2005 — 2006
M.B.A., Accounting and Finance
State Street November 2000 - June 2003
Russell Reynolds Associates September 1998 - November 2000
Oscar de la Renta May 1993 - September 1998
Skills
Microsoft Excel, Vendor Management
Education
Rochester Institute of Technology 1985 — 1989
BS, Business / Retail
State Street 2005 - Present
Education
Rider University 2009 — 2011
MBA, Marketing
Rider University 2000 — 2005
BSBA, Economics
Black & Veatch July 2012 - Present
Black & Veatch December 2009 - July 2012
Black & Veatch November 2006 - December 2009
State Street 2003 - 2006
Skills
Financial Analysis, Process Improvement, Project Management, Financial Reporting, Forecasting, Business Analysis, Strategic Planning, Leadership, Budgets, Access, Microsoft Excel, Financial Modeling, Accounting, Finance, General Ledger
Education
Rockhurst University
MBA, Finance
State Street December 2014 - Present
CORE Cashless LLC March 2014 - November 2014
Chipotle Mexican Grill June 2012 - December 2013
AVI Foodsystems January 2011 - June 2012
Skills
Management, Problem Analysis, Data Analysis, Accounting, Microsoft Excel, Inventory Management, Purchase Orders, Invoicing, QuickBooks, Microsoft Office, Problem Solving, People Skills, People Development, Business Management, Program Implementation, Databases, Access, SharePoint
Education
Rockhurst University 2013 — 2015
Bachelor's Degree, Accounting, 3.33
Vanguard May 2012 - Present
State Street July 2006 - July 2011
Skills
Mutual Funds, Fund Accounting, Fixed Income Products, Derivatives, Bloomberg Terminal, Financial Reporting, General Ledger, Account Reconciliation, Accruals, Excel
Education
Rider University 2003 — 2006
BS, Finance/ Actuarial Science
State Street Global Markets July 2011 - Present
State Street Global Markets June 2005 - June 2011
State Street Global Markets February 2002 - June 2005
State Street July 1999 - February 2002
Skills
Fixed Income, Mutual Funds, Equities, Capital Markets, Bloomberg, Hedge Funds, Financial Markets, FX Options, Securities, Derivatives, Electronic Trading, Trading Systems
Education
Roanoke College 1995 — 1999
BBA
Wayland High School 1991 — 1995
State Street June 2007 - December 2010
Waterford Wedgewood Store May 2006 - May 2007
Education
Rivier College 1989 — 1993
Associates, business
State Street November 1999 - August 2011
Merrill Lynch June 1995 - November 1999
Merrill Lynch January 1995 - June 1995
Skills
Excel - Pivot Tables,..., Word, Expenses, Corporate Actions, Accounts Payable, Invoicing, Bloomberg, Accounting, Mutual Funds, Forecasting, Fund Accounting, Cash, Reconciliation, Asset Management, Quantitative Analysis, Budgeting, Analysis, Client Service, Customer Service, Accounts Receivable, Wiring, Demand Deposit Accounts, Problem Solving, Account Reconciliation, Financial Services
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Accounting
Berkeley College - Woodbridge, NJ 1992 — 1994
Associates, Accounting
Rider University
Bachelors, Accounting
EMC December 2013 - Present
State Street July 2013 - December 2013
Fidelity Investments March 2010 - May 2011
Manning & Napier Advisors February 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Competitive Analysis, Compliance, Cloud Computing, Cloud Storage, Value Chain Analysis, Cognos, Microsoft Excel, Financial Metrics
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Organizational Leadership
Rochester Institute of Technology 2011 — 2014
MBA, Finance, General
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, Marketing, Political Theory
Webster Schroeder High SChool
State Street June 2012 - November 2013
Wells Fargo Advisors January 2012 - May 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel
Education
Rockhurst University 2007 — 2013
Master of Business Administration (M.B.A.), Accounting
Fiserv March 2014 - Present
State Street June 2013 - March 2014
Bloomberg LP October 1988 - November 2012
Skills
Equities, Fixed Income, Bloomberg Terminal, SQL, Customer-focused, Derivatives, Municipal Bonds, Financial Markets, Budgets, Leadership, Data Management, Data Quality Control, Proj Management, Management, Corporate Actions, Data Analysis, Secondary Mortgage..., Mortgage Modification, Sales, CMOS, Syndicated Loans, Problem Solving, Team Building, Oral & Written..., Performance Improvement, Public Finance, Mortgage Lending, Pricing, Business Analysis, Financial Analysis, Research, Trepp, Delivering Results, Highly detail oriented, Project Management, Loans, Swaps, Reference Data, Securities, Market Data
Education
Rider University
Bachelor of Business Administration (B.B.A.)
State Street May 2014 - Present
State Street May 2013 - May 2014
State Street 2011 - 2012
Merrill Lynch December 2007 - January 2009
BlackRock October 2006 - May 2007
Merrill Lynch January 2006 - October 2006
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Skills
Omgeo Oasys
Education
Rider University 2009 — 2010
Master of Business Administration (MBA), Finance
Rider University 1992 — 1995
Bachelor's degree, Finance, General
Piston Group January 2015 - Present
Ford Motor Company September 2011 - December 2014
Ford Motor Company April 2011 - September 2011
Cerner Corporation May 2010 - April 2011
State Street June 2008 - May 2010
Skills
Variance Analysis, Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Process Improvement, Sarbanes-Oxley Act, Automotive, Finance, Internal Controls, Financial Forecasting, Cost Accounting, SAP, Strategic Financial..., Analysis, Management
Education
Rockhurst University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Missouri-Columbia 2003 — 2007
Bachelor of Science, Finance and Banking
Deloury Construction Company September 2010 - Present
State Street January 2009 - September 2010
State Street June 2006 - December 2008
Education
Rivier College
Bachelor's degree, Accounting and Business/Management