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
Employee
Years
Job
Industry
Jaime Pacheco Jaime Pacheco's State Street Experience January 2012 - May 2012
Job FSR at TD
Industry Financial Services
Experience
TD September 2014 - Present
TD August 2013 - August 2014
National Money Mart August 2012 - August 2013
Canada's Wonderland April 2009 - November 2012
State Street January 2012 - May 2012
Skills
Microsoft Office, Customer Service, Financial Analysis, Social Media, Time Management, Event Planning, Team Leadership, Teamwork, Outlook, Social Media Marketing, Sales, Recruiting, Market Research, Leadership, Inventory Management, Customer Satisfaction, Marketing, Credit, Management, Investments, Customer Experience, Finance, Banking, Mutual Funds
Education
Ryerson University 2013 — 2015
Bachelor of Commerce (B.Com.), Marketing and finance
Canadian Securities Institute 2014 — 2014
CSC (Canadian Securities Course), Banking, Corporate, Finance, and Securities Law
George Brown College 2010 — 2013
Business Administration Marketing, Business admistration - marketing, Honours graduate
colegio berchmans 1991 — 2006
Pontificia Universidad Javeriana
Industrial engineering, Engineering
TD September 2014 - Present
TD August 2013 - August 2014
National Money Mart August 2012 - August 2013
Canada's Wonderland April 2009 - November 2012
State Street January 2012 - May 2012
Skills
Microsoft Office, Customer Service, Financial Analysis, Social Media, Time Management, Event Planning, Team Leadership, Teamwork, Outlook, Social Media Marketing, Sales, Recruiting, Market Research, Leadership, Inventory Management, Customer Satisfaction, Marketing, Credit, Management, Investments, Customer Experience, Finance, Banking, Mutual Funds
Education
Ryerson University 2013 — 2015
Bachelor of Commerce (B.Com.), Marketing and finance
Canadian Securities Institute 2014 — 2014
CSC (Canadian Securities Course), Banking, Corporate, Finance, and Securities Law
George Brown College 2010 — 2013
Business Administration Marketing, Business admistration - marketing, Honours graduate
colegio berchmans 1991 — 2006
Pontificia Universidad Javeriana
Industrial engineering, Engineering
Rena Duan Rena Duan's State Street Experience June 2004 - October 2006
Job Manager US Transparency Operation at Sanofi
Industry Pharmaceuticals
Experience
Sanofi November 2013 - Present
Sanofi June 2013 - October 2013
Sanofi November 2011 - May 2013
sanofi-aventis February 2010 - October 2011
Sanofi May 2008 - January 2010
Sanofi November 2006 - April 2008
State Street June 2004 - October 2006
New Jersey Sports & Exposition Authority June 2002 - June 2004
Skills
Fluent in Chinese, Internal Audit, Project Management, Leadership, Process Improvement, Pharmaceutical Industry, Financial Controlling, Strategic Planning, Business Analysis, Financial Reporting, Finance, Auditing, Internal Controls, Sales, Cross-functional Team..., Forecasting, Management, Business Planning, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
Rutgers University 2000 — 2004
BA, Economics, Statistics
Sanofi November 2013 - Present
Sanofi June 2013 - October 2013
Sanofi November 2011 - May 2013
sanofi-aventis February 2010 - October 2011
Sanofi May 2008 - January 2010
Sanofi November 2006 - April 2008
State Street June 2004 - October 2006
New Jersey Sports & Exposition Authority June 2002 - June 2004
Skills
Fluent in Chinese, Internal Audit, Project Management, Leadership, Process Improvement, Pharmaceutical Industry, Financial Controlling, Strategic Planning, Business Analysis, Financial Reporting, Finance, Auditing, Internal Controls, Sales, Cross-functional Team..., Forecasting, Management, Business Planning, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
Rutgers University 2000 — 2004
BA, Economics, Statistics
Idris Figarella Idris Figarella's State Street Experience Tax ConsultantAip CorpSeptember 2011 - May 2013
Job Accounting & Finance
Industry Financial Services
Experience
State Street Tax ConsultantAip CorpSeptember 2011 - May 2013
Empire Promotional Events 2009 - 2010
Comstock & Theakston, Inc. June 2008 - July 2009
Dauphin North America March 2007 - June 2008
Skills
Accounting, Risk Management, Financial Analysis, Sales, Management, Sales Management, Strategic Planning, Business Development, Marketing, Strategy, Business Planning, Team Building, Forecasting, Marketing Strategy, Advanced accounting, Cost Accounting, Federal & State Income..., Auditing, Financial Accounting, Private Equity, Private Equity Funding, Financial Reporting, Corporate Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Bachelor's degree, Accounting and Finance
Passaic County Community College 2008 — 2011
Associate's Degree, Business Administration
State Street Tax ConsultantAip CorpSeptember 2011 - May 2013
Empire Promotional Events 2009 - 2010
Comstock & Theakston, Inc. June 2008 - July 2009
Dauphin North America March 2007 - June 2008
Skills
Accounting, Risk Management, Financial Analysis, Sales, Management, Sales Management, Strategic Planning, Business Development, Marketing, Strategy, Business Planning, Team Building, Forecasting, Marketing Strategy, Advanced accounting, Cost Accounting, Federal & State Income..., Auditing, Financial Accounting, Private Equity, Private Equity Funding, Financial Reporting, Corporate Finance
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Bachelor's degree, Accounting and Finance
Passaic County Community College 2008 — 2011
Associate's Degree, Business Administration
Christine DiRienzo Christine DiRienzo's State Street Experience February 2015 - Present
Job Client Service Officer at State Street Bank
Industry Financial Services
Experience
State Street February 2015 - Present
State Street Bank July 2013 - Present
State Street July 2008 - July 2013
State Street June 2007 - June 2008
Skills
Bloomberg, Customer Service, Financial Services, Fixed Income, Equities, Derivatives, Securities
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
State Street February 2015 - Present
State Street Bank July 2013 - Present
State Street July 2008 - July 2013
State Street June 2007 - June 2008
Skills
Bloomberg, Customer Service, Financial Services, Fixed Income, Equities, Derivatives, Securities
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
Rob LoBue Rob LoBue's State Street Experience November 2000 - June 2012
Job Director of Technical Operations The Clearing House
Industry Financial Services
Experience
The Clearing House September 2012 - Present
State Street November 2000 - June 2012
DPAC Technologies October 1997 - November 2000
Skills
Data Center, Network Operations, IT Service Management, IT Audit, Capacity Planning, Asset Management, Vendor Management, NOC, IT Operations Management, IT Infrastructure..., Global IT Operations, Disaster Recovery, IT Operations, Incident Management, Business Continuity, Management, Sla, IT Management, Service Delivery, Infrastructure, IT Strategy, Enterprise Architecture, Infrastructure..., IT Infrastructure..., Security, Information Technology, ITIL v3 Foundations..., ITIL Intermidiate, CRM, Networking
Education
Saddleback College
Associate of Science (A.S.), Computer and Information Sciences and Support Services
The Clearing House September 2012 - Present
State Street November 2000 - June 2012
DPAC Technologies October 1997 - November 2000
Skills
Data Center, Network Operations, IT Service Management, IT Audit, Capacity Planning, Asset Management, Vendor Management, NOC, IT Operations Management, IT Infrastructure..., Global IT Operations, Disaster Recovery, IT Operations, Incident Management, Business Continuity, Management, Sla, IT Management, Service Delivery, Infrastructure, IT Strategy, Enterprise Architecture, Infrastructure..., IT Infrastructure..., Security, Information Technology, ITIL v3 Foundations..., ITIL Intermidiate, CRM, Networking
Education
Saddleback College
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Ryan Cocco's State Street Experience March 2015 - Present
Job Operations Specialist, at International Financial Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
State Street March 2015 - Present
Sandoz October 2014 - February 2015
Pugliese Properties May 2013 - September 2014
Rutgers University January 2010 - September 2012
Skills
Research, PowerPoint, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Community Outreach, Microsoft Excel, Facebook, Program Development, Data Analysis, Social Media, Nonprofits, SPSS, Teaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor's Degree, Economics
State Street March 2015 - Present
Sandoz October 2014 - February 2015
Pugliese Properties May 2013 - September 2014
Rutgers University January 2010 - September 2012
Skills
Research, PowerPoint, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Community Outreach, Microsoft Excel, Facebook, Program Development, Data Analysis, Social Media, Nonprofits, SPSS, Teaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor's Degree, Economics
Andrew Martino Andrew Martino's State Street Experience September 2013 - Present
Job Saint Anselm College 2013 Graduate
Industry Investment Management
Experience
State Street September 2013 - Present
BLACK ROCK COUNTRY CLUB June 2008 - August 2012
Skills
Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Microsoft Access, Asset Management, Outlook, PowerPoint, Time Management, Training, Customer Service, Investments, Securities
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Scituate High School 2005 — 2009
High School Diploma
State Street September 2013 - Present
BLACK ROCK COUNTRY CLUB June 2008 - August 2012
Skills
Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Microsoft Access, Asset Management, Outlook, PowerPoint, Time Management, Training, Customer Service, Investments, Securities
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Scituate High School 2005 — 2009
High School Diploma
Matthew Cahill, CFA's State Street Experience May 2011 - June 2012
Job Compliance Manager at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners January 2015 - Present
Putnam Investments June 2012 - January 2015
State Street May 2011 - June 2012
Law Offices of Peter A. Zahka, II, P.C. May 2008 - April 2011
Suffolk Law School Investor Advocacy Clinic January 2010 - May 2010
State Street Corporation July 2006 - May 2007
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business Law and Financial Services Concentration
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Politics
Great Hill Partners January 2015 - Present
Putnam Investments June 2012 - January 2015
State Street May 2011 - June 2012
Law Offices of Peter A. Zahka, II, P.C. May 2008 - April 2011
Suffolk Law School Investor Advocacy Clinic January 2010 - May 2010
State Street Corporation July 2006 - May 2007
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business Law and Financial Services Concentration
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Politics
Anthony Giovannini Anthony Giovannini's State Street Experience November 2013 - Present
Job Derivatives Futures at State Street
Industry Financial Services
Experience
State Street November 2013 - Present
State Street December 2012 - November 2013
Skills
Account Reconciliation, Derivatives, Trading, Equities
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.)
State Street November 2013 - Present
State Street December 2012 - November 2013
Skills
Account Reconciliation, Derivatives, Trading, Equities
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.)
Divyan Panchal's State Street Experience March 2012 - December 2012
Job Audit & Assurance | Accounting | Taxation
Industry Accounting
Experience
Nu Vision Metals Inc. January 2013 - Present
State Street March 2012 - December 2012
ACE INA Insurance September 2009 - December 2009
Cara Operations Limited May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Investments, Portfolio Management, Accounting, Valuation, Finance, Financial Reporting, Financial Accounting, Forecasting, Bookkeeping, Auditing, IFRS, ASPE
Education
Wilfrid Laurier University 2006 — 2011
Honours Bachelor of Business Administration
The University of Hong Kong 2010 — 2010
Ryerson University 2014 — 2014
Nu Vision Metals Inc. January 2013 - Present
State Street March 2012 - December 2012
ACE INA Insurance September 2009 - December 2009
Cara Operations Limited May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Investments, Portfolio Management, Accounting, Valuation, Finance, Financial Reporting, Financial Accounting, Forecasting, Bookkeeping, Auditing, IFRS, ASPE
Education
Wilfrid Laurier University 2006 — 2011
Honours Bachelor of Business Administration
The University of Hong Kong 2010 — 2010
Ryerson University 2014 — 2014
Isaac-Daniel Villacis's State Street Experience June 2013 - Present
Job Personal Banking Officer at Alterna Savings
Industry Banking
Experience
Alterna Savings July 2015 - Present
State Street June 2013 - Present
TD Bank Financial Group July 2010 - September 2012
TD April 2009 - July 2010
TD Bank Financial Group October 2007 - April 2009
Skills
Banking, Business Strategy, Market Analysis, Leadership, Public Speaking, Team Building, Bloomberg, Microsoft Excel, Customer Retention, Residential Mortgages, Home Equity Lines of...
Education
Ryerson University 2013 — 2015
MBA Candidate, Ted Rogers School of Business Management
Ryerson University 2005 — 2010
Bachelors of Commerce
Canadian Securities Institute
Alterna Savings July 2015 - Present
State Street June 2013 - Present
TD Bank Financial Group July 2010 - September 2012
TD April 2009 - July 2010
TD Bank Financial Group October 2007 - April 2009
Skills
Banking, Business Strategy, Market Analysis, Leadership, Public Speaking, Team Building, Bloomberg, Microsoft Excel, Customer Retention, Residential Mortgages, Home Equity Lines of...
Education
Ryerson University 2013 — 2015
MBA Candidate, Ted Rogers School of Business Management
Ryerson University 2005 — 2010
Bachelors of Commerce
Canadian Securities Institute
Pratiti Patel Pratiti Patel's State Street Experience July 2013 - December 2014
Job Financial Professional Actively Seeking Opportunities!
Industry Financial Services
Experience
State Street July 2013 - December 2014
RBC November 2012 - April 2013
Belairdirect - Intact Financial Corporation December 2011 - November 2012
Grey Power June 2011 - December 2011
Ryerson University September 2010 - April 2011
Ryerson University September 2009 - April 2011
Ryerson University September 2009 - April 2010
Skills
Accounting, Financial Analysis, Finance, Microsoft Office, Teamwork, Account Reconciliation, Time Management, Financial Reporting, Analytical Skills, Team-oriented, Data Analysis, Leadership, Auditing, Highly detail oriented, Analysis, Research, High Level Of Accuracy, Data Entry, Financial Statements, Financial Services, Outlook, Budgets, Team Leadership, Accounts Receivable, Critical Thinking, Investments, Mutual Funds, Access, Internal Audit, Insurance, Derivatives, Risk Management, Bloomberg Terminal, Multilingual, Fund Accounting, Financial Markets, Financial Risk..., G/L Reconciliations, Registered Products, Capital Markets, Investment Banking, Derivatives Trading, SWIFT Payments
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance Major and Marketing Minor
State Street July 2013 - December 2014
RBC November 2012 - April 2013
Belairdirect - Intact Financial Corporation December 2011 - November 2012
Grey Power June 2011 - December 2011
Ryerson University September 2010 - April 2011
Ryerson University September 2009 - April 2011
Ryerson University September 2009 - April 2010
Skills
Accounting, Financial Analysis, Finance, Microsoft Office, Teamwork, Account Reconciliation, Time Management, Financial Reporting, Analytical Skills, Team-oriented, Data Analysis, Leadership, Auditing, Highly detail oriented, Analysis, Research, High Level Of Accuracy, Data Entry, Financial Statements, Financial Services, Outlook, Budgets, Team Leadership, Accounts Receivable, Critical Thinking, Investments, Mutual Funds, Access, Internal Audit, Insurance, Derivatives, Risk Management, Bloomberg Terminal, Multilingual, Fund Accounting, Financial Markets, Financial Risk..., G/L Reconciliations, Registered Products, Capital Markets, Investment Banking, Derivatives Trading, SWIFT Payments
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance Major and Marketing Minor
Emery Pantaleo, CFA Emery Pantaleo, CFA's State Street Experience June 2007 - September 2007
Job Associate Director, Strategic Initiatives Balance Sheet Management Group Treasury at Scotiabank
Industry Banking
Experience
Scotiabank July 2015 - Present
TD June 2013 - July 2015
ING DIRECT Canada November 2010 - June 2013
ING DIRECT Canada September 2009 - November 2010
ING DIRECT Canada June 2008 - September 2009
ING DIRECT Canada October 2007 - June 2008
State Street June 2007 - September 2007
Skills
Liquidity Management, ALM, Interest Rate..., Interest Rate Hedging, Positive Team Player, Analytical Skills, Securitization, Liquidity Risk, Basel III, LCR, Treasury, Pricing Research, Banking, Derivatives, FX Options, Treasury Management, Investments, Financial Risk, Financial Services, Credit Risk, Bloomberg, Basel II
Education
Ryerson University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance (Major), Accounting (Minor)
CFA Institute
ING Group
ING International Graduate Program
Scotiabank July 2015 - Present
TD June 2013 - July 2015
ING DIRECT Canada November 2010 - June 2013
ING DIRECT Canada September 2009 - November 2010
ING DIRECT Canada June 2008 - September 2009
ING DIRECT Canada October 2007 - June 2008
State Street June 2007 - September 2007
Skills
Liquidity Management, ALM, Interest Rate..., Interest Rate Hedging, Positive Team Player, Analytical Skills, Securitization, Liquidity Risk, Basel III, LCR, Treasury, Pricing Research, Banking, Derivatives, FX Options, Treasury Management, Investments, Financial Risk, Financial Services, Credit Risk, Bloomberg, Basel II
Education
Ryerson University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance (Major), Accounting (Minor)
CFA Institute
ING Group
ING International Graduate Program
Ahsen Sadaqain, CPA, CMA's State Street Experience November 2010 - March 2012
Job Field Examiner Asset Based Lending
Industry Accounting
Experience
Lowell Douglas Limited November 2014 - Present
Fuller Landau February 2014 - September 2014
BNY Mellon April 2012 - February 2014
State Street November 2010 - March 2012
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Teamwork, Variance Analysis, Customer Service, Business Analysis, Business Strategy, Research, Problem Solving, Training & Development
Education
Certified Management Accountants
Ryerson University
BComm, Accounting & Finance
Lowell Douglas Limited November 2014 - Present
Fuller Landau February 2014 - September 2014
BNY Mellon April 2012 - February 2014
State Street November 2010 - March 2012
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Teamwork, Variance Analysis, Customer Service, Business Analysis, Business Strategy, Research, Problem Solving, Training & Development
Education
Certified Management Accountants
Ryerson University
BComm, Accounting & Finance
Janis Alber Janis Alber's State Street Experience March 1998 - January 2003
Job Reiki Master
Industry Marketing and Advertising
Experience
NJ Practical Reiki January 2011 - Present
La Vie en Vie, LLC January 2007 - Present
Electra Information Systems May 2010 - January 2011
State Street March 1998 - January 2003
Princeton Financial Systems March 1994 - March 1998
ADP 1993 - 1994
Shaw Data Services 1989 - 1993
Manufacturers Hanover Trust March 1984 - September 1987
Education
Sotheby's Institute of Art, London 2004 — 2005
MA, East Asian Art History
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
NJ Practical Reiki January 2011 - Present
La Vie en Vie, LLC January 2007 - Present
Electra Information Systems May 2010 - January 2011
State Street March 1998 - January 2003
Princeton Financial Systems March 1994 - March 1998
ADP 1993 - 1994
Shaw Data Services 1989 - 1993
Manufacturers Hanover Trust March 1984 - September 1987
Education
Sotheby's Institute of Art, London 2004 — 2005
MA, East Asian Art History
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Jamie Lalog Jamie Lalog's State Street Experience January 2015 - Present
Job Pricing Specialist at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Ann Taylor July 2013 - July 2015
ANN INC. June 2014 - August 2014
Ryerson Commerce & Government Association (RCGA) April 2012 - April 2013
Ryerson Commerce & Government Association (RCGA) September 2011 - April 2012
Education
Ryerson University 2009 — 2014
Bachelor of Commerce, Finance Major
State Street January 2015 - Present
Ann Taylor July 2013 - July 2015
ANN INC. June 2014 - August 2014
Ryerson Commerce & Government Association (RCGA) April 2012 - April 2013
Ryerson Commerce & Government Association (RCGA) September 2011 - April 2012
Education
Ryerson University 2009 — 2014
Bachelor of Commerce, Finance Major
Kara Brady Kara Brady's State Street Experience June 2014 - Present
Job Internal Communications Specialist at State Street
Industry Public Relations and Communications
Experience
State Street June 2014 - Present
Rubic Design + Interactive July 2012 - March 2014
GTECH Corporation July 2010 - June 2012
GTECH Corporation November 2007 - July 2010
GTECH Corporation September 2005 - November 2007
Skills
Proposal Writing, Leadership, Project Management, RFP, Management, Project Planning, Program Management, Business Development, Technical Writing, Strategic Planning, Vendor Management, Strategy, User Experience, Information Architecture, Product Management, Web Project Management, Production Budgeting, Resource Management, Time Management, Client Liaison, Basecamp, Gantt, CRM, Corporate Communications, Internal Communications, Events Coordination, Content Development, Requirements Gathering, Company Newsletters, Social Media, Deadline Oriented, Organizational Behavior, Oral & Written..., Editing, Proofreading, Proposal Compliance...
Education
Sacred Heart University 2000 — 2004
Bachelor of Science (BS), Media Studies & Digital Culture
Diseart Institute of Celtic Culture
Irish Studies
State Street June 2014 - Present
Rubic Design + Interactive July 2012 - March 2014
GTECH Corporation July 2010 - June 2012
GTECH Corporation November 2007 - July 2010
GTECH Corporation September 2005 - November 2007
Skills
Proposal Writing, Leadership, Project Management, RFP, Management, Project Planning, Program Management, Business Development, Technical Writing, Strategic Planning, Vendor Management, Strategy, User Experience, Information Architecture, Product Management, Web Project Management, Production Budgeting, Resource Management, Time Management, Client Liaison, Basecamp, Gantt, CRM, Corporate Communications, Internal Communications, Events Coordination, Content Development, Requirements Gathering, Company Newsletters, Social Media, Deadline Oriented, Organizational Behavior, Oral & Written..., Editing, Proofreading, Proposal Compliance...
Education
Sacred Heart University 2000 — 2004
Bachelor of Science (BS), Media Studies & Digital Culture
Diseart Institute of Celtic Culture
Irish Studies
Brian Tormollan's State Street Experience March 2015 - Present
Job Fund Administration Assistant Director, Financial Reporting at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street June 2014 - March 2015
State Street April 2013 - June 2014
State Street March 2011 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Accounting, Account Reconciliation, Access, Financial Analysis, Outlook, Financial Modeling, Strategic Financial..., Finance, Customer Service, Financial Accounting, Accounts Receivable, Mutual Funds, Process Improvement
Education
Saint Anselm College 2005 — 2009
BA, Financial Economics
State Street March 2015 - Present
State Street June 2014 - March 2015
State Street April 2013 - June 2014
State Street March 2011 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Accounting, Account Reconciliation, Access, Financial Analysis, Outlook, Financial Modeling, Strategic Financial..., Finance, Customer Service, Financial Accounting, Accounts Receivable, Mutual Funds, Process Improvement
Education
Saint Anselm College 2005 — 2009
BA, Financial Economics
Justin Tso's State Street Experience March 2015 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street November 2013 - March 2015
Starbucks Coffee Company October 2008 - November 2013
The Cardy Group January 2013 - April 2013
CN Tower April 2010 - February 2011
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management
State Street March 2015 - Present
State Street November 2013 - March 2015
Starbucks Coffee Company October 2008 - November 2013
The Cardy Group January 2013 - April 2013
CN Tower April 2010 - February 2011
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management
Maria Rahmani Maria Rahmani's State Street Experience January 2014 - Present
Job Student at Ryerson University
Industry Accounting
Experience
State Street January 2014 - Present
DAY Communications January 2011 - December 2011
Seneca Recreation Council April 2010 - December 2010
Skills
Event Planning, Event Management, Public Relations, Marketing, Customer Service, Public Speaking, Social Networking, Facebook, Microsoft Office, Marketing Communications, Microsoft Excel, Microsoft Word, Invoicing, Outlook, Accounts Payable
Education
Ryerson University 2011 — 2014
Bachelor of Commerce (BCom), Accounting
Universidad Carlos III de Madrid 2013 — 2013
Exchange Program
Seneca College of Applied Arts and Technology 2008 — 2010
Diploma, Accounting and Finance
State Street January 2014 - Present
DAY Communications January 2011 - December 2011
Seneca Recreation Council April 2010 - December 2010
Skills
Event Planning, Event Management, Public Relations, Marketing, Customer Service, Public Speaking, Social Networking, Facebook, Microsoft Office, Marketing Communications, Microsoft Excel, Microsoft Word, Invoicing, Outlook, Accounts Payable
Education
Ryerson University 2011 — 2014
Bachelor of Commerce (BCom), Accounting
Universidad Carlos III de Madrid 2013 — 2013
Exchange Program
Seneca College of Applied Arts and Technology 2008 — 2010
Diploma, Accounting and Finance
Andrew Wong, CPA, CMA Andrew Wong, CPA, CMA's State Street Experience October 2009 - May 2013
Job Analyst at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board October 2014 - Present
CPP Investment Board May 2013 - October 2014
State Street October 2009 - May 2013
Skills
Accounting, Account Reconciliation, Bloomberg Terminal, Financial Accounting, Reuters, Customer Service, Derivatives, Analysis, Portfolio Management, Securities
Education
Ryerson University 2005 — 2009
Bachelor of Commerce, Accounting
CPP Investment Board October 2014 - Present
CPP Investment Board May 2013 - October 2014
State Street October 2009 - May 2013
Skills
Accounting, Account Reconciliation, Bloomberg Terminal, Financial Accounting, Reuters, Customer Service, Derivatives, Analysis, Portfolio Management, Securities
Education
Ryerson University 2005 — 2009
Bachelor of Commerce, Accounting
Jake Losh Jake Losh's State Street Experience September 2013 - February 2014
Job Business Intelligence Associate at BlackRock
Industry Financial Services
Experience
BlackRock February 2014 - Present
State Street September 2013 - February 2014
State Street January 2013 - September 2013
State Street November 2011 - December 2012
UC Davis September 2010 - September 2011
CalPERS January 2009 - June 2010
The First Resort, UC Davis Advising Services June 2006 - June 2007
Skills
Microsoft Excel, Economics, Data Analysis, VBA, Research, Public Speaking, Analysis, Mutual Funds, Financial Analysis, Statistics, SQL, Derivatives, Equities, Bloomberg, Investments, Business Intelligence, Data Presentation, Fund Accounting, Econometrics, Bloomberg Terminal, BlackRock Aladdin, Barclays Point, Tableau, Data Visualization, Data Validation, Hedge Funds, Access, Fixed Income, Banking, Analytics, Microsoft Office, Management, Finance, PowerPoint, Leadership, Project Management, Microsoft Word, Spotfire, Microsoft Power BI
Education
University of California, Davis 2010 — 2011
M.A., Economics
Sacramento City College 2009 — 2010
Computer Science
University of California, Davis 2004 — 2008
A.B., Economics
BlackRock February 2014 - Present
State Street September 2013 - February 2014
State Street January 2013 - September 2013
State Street November 2011 - December 2012
UC Davis September 2010 - September 2011
CalPERS January 2009 - June 2010
The First Resort, UC Davis Advising Services June 2006 - June 2007
Skills
Microsoft Excel, Economics, Data Analysis, VBA, Research, Public Speaking, Analysis, Mutual Funds, Financial Analysis, Statistics, SQL, Derivatives, Equities, Bloomberg, Investments, Business Intelligence, Data Presentation, Fund Accounting, Econometrics, Bloomberg Terminal, BlackRock Aladdin, Barclays Point, Tableau, Data Visualization, Data Validation, Hedge Funds, Access, Fixed Income, Banking, Analytics, Microsoft Office, Management, Finance, PowerPoint, Leadership, Project Management, Microsoft Word, Spotfire, Microsoft Power BI
Education
University of California, Davis 2010 — 2011
M.A., Economics
Sacramento City College 2009 — 2010
Computer Science
University of California, Davis 2004 — 2008
A.B., Economics
Jeffrey Gitschier Jeffrey Gitschier's State Street Experience March 2009 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street March 2009 - Present
The Foundry Financial Group, Inc May 2006 - January 2009
Skills
Accounting, Alternative Investments, Financial Analysis, Investments, Insurance, Portfolio Management, Financial Services, Cash Management, Account Management, Salesforce.com
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2005
MBA, Business
Saint Anselm College 1999 — 2003
BA, Business
State Street March 2009 - Present
The Foundry Financial Group, Inc May 2006 - January 2009
Skills
Accounting, Alternative Investments, Financial Analysis, Investments, Insurance, Portfolio Management, Financial Services, Cash Management, Account Management, Salesforce.com
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2005
MBA, Business
Saint Anselm College 1999 — 2003
BA, Business
Natalie Wood Natalie Wood's State Street Experience July 2007 - September 2008
Job Human Resources Rockstar
Industry Human Resources
Experience
Disney Cruise Line June 2014 - Present
Taro Pharmaceuticals January 2012 - June 2014
Patheon September 2008 - January 2012
State Street July 2007 - September 2008
Career Connections Canada Inc. July 2006 - July 2007
Instaclick 2005 - 2005
Skills
HRIS, Talent Acquisition, Talent Management, Employee Relations, Onboarding, HR Policies, Employee Engagement, Recruiting, Vendor Management, HR Consulting, Training, Benefits Administration, PeopleSoft, Executive Search, Workforce Planning, Contract Recruitment, Change Management, Succession Planning, Recruitment Advertising, Employee Benefits, Leadership Development, Benefits Negotiation, Applicant Tracking..., Team Building, Process Improvement, Conflict Resolution, Job Descriptions, Deferred Compensation, Screening, Career Development, Organizational..., Interviews, Labor Relations, Organizational Design, Human Resources, New Hire Orientations, Coaching, Payroll, Organizational..., Employment Law, Screening Resumes, Internet Recruiting, Personnel Management, Performance Management, Technical Recruiting, Temporary Placement, Employee Training, Employer Branding, College Recruiting, Sourcing
Education
Ryerson University 2005 — 2008
University of New Brunswick 2000 — 2003
BA
Iroquois Ridge High School
Disney Cruise Line June 2014 - Present
Taro Pharmaceuticals January 2012 - June 2014
Patheon September 2008 - January 2012
State Street July 2007 - September 2008
Career Connections Canada Inc. July 2006 - July 2007
Instaclick 2005 - 2005
Skills
HRIS, Talent Acquisition, Talent Management, Employee Relations, Onboarding, HR Policies, Employee Engagement, Recruiting, Vendor Management, HR Consulting, Training, Benefits Administration, PeopleSoft, Executive Search, Workforce Planning, Contract Recruitment, Change Management, Succession Planning, Recruitment Advertising, Employee Benefits, Leadership Development, Benefits Negotiation, Applicant Tracking..., Team Building, Process Improvement, Conflict Resolution, Job Descriptions, Deferred Compensation, Screening, Career Development, Organizational..., Interviews, Labor Relations, Organizational Design, Human Resources, New Hire Orientations, Coaching, Payroll, Organizational..., Employment Law, Screening Resumes, Internet Recruiting, Personnel Management, Performance Management, Technical Recruiting, Temporary Placement, Employee Training, Employer Branding, College Recruiting, Sourcing
Education
Ryerson University 2005 — 2008
University of New Brunswick 2000 — 2003
BA
Iroquois Ridge High School
Ilir Rryta Ilir Rryta's State Street Experience February 2015 - Present
Job Senior Associate Team Lead of Pricing at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
State Street February 2014 - March 2015
State Street November 2010 - February 2014
Skills
Bloomberg, Fixed Income, Mutual Funds, Fund Accounting, Derivatives, Equities, Securities, Financial Analysis, Valuation, Customer Service, Microsoft Excel, Analysis, Financial Modeling, Finance
Education
Ryerson University
International Economics and Finance, International Economics and Finance
State Street February 2015 - Present
State Street February 2014 - March 2015
State Street November 2010 - February 2014
Skills
Bloomberg, Fixed Income, Mutual Funds, Fund Accounting, Derivatives, Equities, Securities, Financial Analysis, Valuation, Customer Service, Microsoft Excel, Analysis, Financial Modeling, Finance
Education
Ryerson University
International Economics and Finance, International Economics and Finance
J.T. Van Veld J.T. Van Veld's State Street Experience 2005 - 2006
Job Owner at Precision Striking
Industry Sports
Experience
Precision Striking January 2011 - Present
STAPLES Canada February 2012 - February 2014
Moneris Solutions December 2008 - December 2011
Invesco Trimark 2005 - 2008
State Street 2005 - 2006
Skills
Financial Modeling, Statistics, SQL, Accounting, Mutual Funds, Access, Payment Processing, Excel, Marketing ROI, Financial Analysis, Financial Reporting, Pricing, Data Analysis
Education
Ryerson University 2005 — 2012
CMA Candidate, Finance and Accounting
York University
Bachelor of Arts (B.A.)
Precision Striking January 2011 - Present
STAPLES Canada February 2012 - February 2014
Moneris Solutions December 2008 - December 2011
Invesco Trimark 2005 - 2008
State Street 2005 - 2006
Skills
Financial Modeling, Statistics, SQL, Accounting, Mutual Funds, Access, Payment Processing, Excel, Marketing ROI, Financial Analysis, Financial Reporting, Pricing, Data Analysis
Education
Ryerson University 2005 — 2012
CMA Candidate, Finance and Accounting
York University
Bachelor of Arts (B.A.)
Tiana Boskovic's State Street Experience January 2011 - December 2011
Job Client Service Associate at Fiera Capital
Industry Investment Management
Experience
Fiera Capital Corporation May 2015 - Present
BloombergSen Inc October 2013 - May 2015
Euler Hermes September 2012 - October 2013
Citco Fund Services January 2012 - September 2012
State Street January 2011 - December 2011
State Street September 2008 - January 2011
Ryerson University, Economics Department September 2007 - April 2008
Skills
Financial Analysis, Hedge Funds, Financial Services, Derivatives, Teamwork, Customer Service, Equities, Accounting, Bloomberg Terminal, Team Building, Problem Solving, Financial Reporting, Corporate Fundraising, Community Outreach, Fundraising, Financial Accounting, Microsoft Office, Credit Insurance, Salesforce.com..., Lean Operations, Account Management, Marketing, Risk Management, Financial Modeling
Education
Ryerson University 2003 — 2008
BA, International Economics and Finance
Fiera Capital Corporation May 2015 - Present
BloombergSen Inc October 2013 - May 2015
Euler Hermes September 2012 - October 2013
Citco Fund Services January 2012 - September 2012
State Street January 2011 - December 2011
State Street September 2008 - January 2011
Ryerson University, Economics Department September 2007 - April 2008
Skills
Financial Analysis, Hedge Funds, Financial Services, Derivatives, Teamwork, Customer Service, Equities, Accounting, Bloomberg Terminal, Team Building, Problem Solving, Financial Reporting, Corporate Fundraising, Community Outreach, Fundraising, Financial Accounting, Microsoft Office, Credit Insurance, Salesforce.com..., Lean Operations, Account Management, Marketing, Risk Management, Financial Modeling
Education
Ryerson University 2003 — 2008
BA, International Economics and Finance
Steven Kostas, CIM Steven Kostas, CIM's State Street Experience 2013 - 2014
Job Asset Management | Analytical Problem Solving | Client Management | Financial Planning | Investment Research
Industry Financial Services
Experience
State Street 2013 - 2014
State Street 2012 - 2013
Skills
Mutual Funds, Fixed Income, Equity Research, Bloomberg, Equities, Bloomberg Terminal, Valuation, Securities, Financial Modeling, Hedge Funds, Derivatives, Fund Accounting, Investments, Financial Analysis, Portfolio Management, Microsoft Excel, Financial Services
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
State Street 2013 - 2014
State Street 2012 - 2013
Skills
Mutual Funds, Fixed Income, Equity Research, Bloomberg, Equities, Bloomberg Terminal, Valuation, Securities, Financial Modeling, Hedge Funds, Derivatives, Fund Accounting, Investments, Financial Analysis, Portfolio Management, Microsoft Excel, Financial Services
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Sawsan Arafat's State Street Experience April 2014 - August 2015
Job Investor Relations Supervisor (IFS)
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
State Street April 2014 - August 2015
International Fund Services (NA) LLC, A State Street Company December 2012 - April 2014
Skills
Microsoft Office, Event Planning, Marketing Research, Sales Presentations, Marketing Communications, Financial Analysis, Teamwork, Strategic Leadership, Time Management, Customer Service, Investment Strategies, Financial Reporting, Fund Accounting, Hedge Funds, Manage Client..., Cash Management, Client Development, Report Writing, Advertising, Analysis, CRM, Finance, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Social Media, Strategic Financial..., Strategic Planning, System Administration, Mutual Funds, Strategy
Education
Ryerson University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Sheridan College 2007 — 2010
Advanced Diploma, Business Administration - Marketing
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
State Street April 2014 - August 2015
International Fund Services (NA) LLC, A State Street Company December 2012 - April 2014
Skills
Microsoft Office, Event Planning, Marketing Research, Sales Presentations, Marketing Communications, Financial Analysis, Teamwork, Strategic Leadership, Time Management, Customer Service, Investment Strategies, Financial Reporting, Fund Accounting, Hedge Funds, Manage Client..., Cash Management, Client Development, Report Writing, Advertising, Analysis, CRM, Finance, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Social Media, Strategic Financial..., Strategic Planning, System Administration, Mutual Funds, Strategy
Education
Ryerson University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Sheridan College 2007 — 2010
Advanced Diploma, Business Administration - Marketing
Derek Simoes Derek Simoes's State Street Experience September 2013 - June 2014
Job Financial Operations
Industry Financial Services
Experience
Equitable Bank June 2014 - Present
State Street September 2013 - June 2014
State Street June 2011 - September 2013
Skills
Microsoft Office, Excel, Outlook, PowerPoint, Photoshop, CDS, Word, Windows, Social Networking, Business Analysis, Settlements, Global Custody, Java, Flash Animation, Dreamweaver, Customer Service, Lean Initiatives, Goal Oriented, Attention To Detail, Problem Solving, Organizing, Cross-border..., Critical Thinking, Corporate Finance, Public Speaking, Entrepreneurial Skills, Management Consulting, Settlement, Mutual Funds, Corporate Actions, Banking, Securities, Bonds, ETFs, Equities, Physical Security, Teamwork
Education
Ryerson University 2007 — 2011
BComm, Management, Finance
Father Bressani 2004 — 2007
Equitable Bank June 2014 - Present
State Street September 2013 - June 2014
State Street June 2011 - September 2013
Skills
Microsoft Office, Excel, Outlook, PowerPoint, Photoshop, CDS, Word, Windows, Social Networking, Business Analysis, Settlements, Global Custody, Java, Flash Animation, Dreamweaver, Customer Service, Lean Initiatives, Goal Oriented, Attention To Detail, Problem Solving, Organizing, Cross-border..., Critical Thinking, Corporate Finance, Public Speaking, Entrepreneurial Skills, Management Consulting, Settlement, Mutual Funds, Corporate Actions, Banking, Securities, Bonds, ETFs, Equities, Physical Security, Teamwork
Education
Ryerson University 2007 — 2011
BComm, Management, Finance
Father Bressani 2004 — 2007
Andy Andreatta Andy Andreatta's State Street Experience June 2012 - August 2013
Job Equity Trader at KBW
Industry Investment Management
Experience
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
Renee Fleury Renee Fleury's State Street Experience June 2006 - Present
Job Facilities Coordinator at State Street (previously Investors Bank & Trust Company)
Industry Financial Services
Experience
State Street June 2006 - Present
Law Office Of Alexander Winston Munn 2002 - 2006
Sacramento Urban Indian Health Project, Inc. 1998 - 2002
Skills
Microsoft Excel, Customer Service, Process Improvement, Budgets, Project Management, Strategic Planning, Team Building, Microsoft Office, Event Planning, Creativity, Legal Documents, Supervising Others, Fundraising, Sustainability, Facilities Operations, Community Outreach, Public Speaking, Program Management, Organizational..., Policy, Time Management, Teamwork, Leadership, Operations Management, Research, Training, Outlook, Risk Management, Management, Employee Relations, Vendor Management, Team Leadership, Administration, Analysis, Recruiting, Contract Management, Human Resources, Global Custody, Contract Negotiation
Education
Sacramento City College
State Street June 2006 - Present
Law Office Of Alexander Winston Munn 2002 - 2006
Sacramento Urban Indian Health Project, Inc. 1998 - 2002
Skills
Microsoft Excel, Customer Service, Process Improvement, Budgets, Project Management, Strategic Planning, Team Building, Microsoft Office, Event Planning, Creativity, Legal Documents, Supervising Others, Fundraising, Sustainability, Facilities Operations, Community Outreach, Public Speaking, Program Management, Organizational..., Policy, Time Management, Teamwork, Leadership, Operations Management, Research, Training, Outlook, Risk Management, Management, Employee Relations, Vendor Management, Team Leadership, Administration, Analysis, Recruiting, Contract Management, Human Resources, Global Custody, Contract Negotiation
Education
Sacramento City College
Terrill Briggs Terrill Briggs's State Street Experience March 2008 - August 2011
Job Sr. Alternative Products Specialist at Prudential Financial
Industry Accounting
Experience
Prudential Financial April 2015 - Present
SEI October 2011 - April 2015
State Street March 2008 - August 2011
State Street June 2006 - March 2008
State Street January 2005 - June 2006
SHI September 2000 - January 2005
Skills
Hedge Funds, Fund Administration, Investments, Accounting, Fund Accounting, Auditing, Internal Controls, Bloomberg, Financial Services, Fund Of Funds, Mutual Funds, Equities, Account Reconciliation, Corporate Actions
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Prudential Financial April 2015 - Present
SEI October 2011 - April 2015
State Street March 2008 - August 2011
State Street June 2006 - March 2008
State Street January 2005 - June 2006
SHI September 2000 - January 2005
Skills
Hedge Funds, Fund Administration, Investments, Accounting, Fund Accounting, Auditing, Internal Controls, Bloomberg, Financial Services, Fund Of Funds, Mutual Funds, Equities, Account Reconciliation, Corporate Actions
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Descia Milinkovich Descia Milinkovich's State Street Experience April 2006 - March 2014
Job Senior Vice President, Institutional Sales at Northern Trust Company, Canada
Industry Financial Services
Experience
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Blaine Diaz Blaine Diaz's State Street Experience February 2013 - Present
Job Actively Looking for a New Position
Industry Marketing and Advertising
Experience
Carter-Waters LLC September 2015 - Present
State Street February 2013 - Present
H&R Block January 2013 - Present
Hostess Brands August 2012 - January 2013
State Street Bank May 2012 - July 2012
H&R Block January 2012 - May 2012
Biolase Technology April 2008 - December 2008
Alcone Marketing Group September 2007 - February 2008
Young & Rubicam Brands September 1998 - January 2004
Skills
Employee Relations, Microsoft Office, Accounts Payable, SAP HR, Accounts Receivable, Budgets, Human Resources, Invoicing, Payroll, PeopleSoft, Time Management, Data Analysis, Finance, Marketing, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Process Improvement
Education
Saddleback College 1997 — 2001
Carter-Waters LLC September 2015 - Present
State Street February 2013 - Present
H&R Block January 2013 - Present
Hostess Brands August 2012 - January 2013
State Street Bank May 2012 - July 2012
H&R Block January 2012 - May 2012
Biolase Technology April 2008 - December 2008
Alcone Marketing Group September 2007 - February 2008
Young & Rubicam Brands September 1998 - January 2004
Skills
Employee Relations, Microsoft Office, Accounts Payable, SAP HR, Accounts Receivable, Budgets, Human Resources, Invoicing, Payroll, PeopleSoft, Time Management, Data Analysis, Finance, Marketing, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Process Improvement
Education
Saddleback College 1997 — 2001
Nahla Abdelmessih Nahla Abdelmessih's State Street Experience March 2011 - Present
Job AVP, Managing QA Automation for Global Risk Technology at StateStreet
Industry Information Technology and Services
Experience
State Street March 2011 - Present
Thomson Reuters 2000 - March 2011
Skills
Test Automation, Software Quality..., Quality Center, QTP, Quality Assurance, Testing, Agile Methodologies, Test Planning, Test Management, SQL, SDLC, Agile Project Management, Automation, Defect Tracking, Integration, JIRA, Manual Testing, Performance Testing, Scrum, Regression Testing, Software Development, Software Project..., Agile Testing, HP QTP, Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
Bachelor of Arts (BA), Computer Science
State Street March 2011 - Present
Thomson Reuters 2000 - March 2011
Skills
Test Automation, Software Quality..., Quality Center, QTP, Quality Assurance, Testing, Agile Methodologies, Test Planning, Test Management, SQL, SDLC, Agile Project Management, Automation, Defect Tracking, Integration, JIRA, Manual Testing, Performance Testing, Scrum, Regression Testing, Software Development, Software Project..., Agile Testing, HP QTP, Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
Bachelor of Arts (BA), Computer Science
Greg Stellato's State Street Experience March 2009 - December 2009
Job Business Development Manager
Industry Marketing and Advertising
Experience
Criteo July 2014 - Present
Crowdly May 2013 - July 2014
LocaModa September 2009 - May 2013
State Street March 2009 - December 2009
Daversa Partners June 2008 - October 2008
Merrill Lynch February 2008 - May 2008
Ahlstrom December 2007 - January 2008
Ahlstrom May 2007 - August 2007
Skills
Lead Generation, Market Planning, Customer Relations, Negotiation, National Account..., Identity Management, Emerging Media, Interactive Media, Product Development, Strategic Partnerships, Brand Awareness, Social Media, New Business Development, Digital Media, Digital Marketing, Analytics, Account Management, B2B, Advertising, Start-ups, Product Management, Strategic Planning, Advertising Sales, Consultative Selling, Marketing Strategy, Salesforce.com, Business Development, Marketing, Project Management, Integrated Marketing, Online Advertising, Customer Service, Digital Strategy, Online Marketing, Social Media Marketing, Email Marketing, Brand Development, New Media, Relationship Management, Strategy, Management, Sales
Education
Sacred Heart University 2006 — 2008
B.S., Dual Major, Business Management & Finance, John F. Welch College of Business
Mitchell College 2004 — 2006
Entrepreneurship, Small Business Studies
Southwick Tolland Regional High School
Criteo July 2014 - Present
Crowdly May 2013 - July 2014
LocaModa September 2009 - May 2013
State Street March 2009 - December 2009
Daversa Partners June 2008 - October 2008
Merrill Lynch February 2008 - May 2008
Ahlstrom December 2007 - January 2008
Ahlstrom May 2007 - August 2007
Skills
Lead Generation, Market Planning, Customer Relations, Negotiation, National Account..., Identity Management, Emerging Media, Interactive Media, Product Development, Strategic Partnerships, Brand Awareness, Social Media, New Business Development, Digital Media, Digital Marketing, Analytics, Account Management, B2B, Advertising, Start-ups, Product Management, Strategic Planning, Advertising Sales, Consultative Selling, Marketing Strategy, Salesforce.com, Business Development, Marketing, Project Management, Integrated Marketing, Online Advertising, Customer Service, Digital Strategy, Online Marketing, Social Media Marketing, Email Marketing, Brand Development, New Media, Relationship Management, Strategy, Management, Sales
Education
Sacred Heart University 2006 — 2008
B.S., Dual Major, Business Management & Finance, John F. Welch College of Business
Mitchell College 2004 — 2006
Entrepreneurship, Small Business Studies
Southwick Tolland Regional High School
Marcus Papas Marcus Papas's State Street Experience September 2014 - Present
Job Securities Analyst at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
Summer Street Advisors, LLC December 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Muzzioli and Associates May 2012 - August 2012
Below the Rim May 2011 - August 2011
Boston Warriors January 2008 - April 2011
Skills
Microsoft Excel, Financial Modeling, Research, Finance, Investments, PowerPoint, Teamwork, Leadership, Bloomberg, Valuation, Financial Forecasting, Portfolio Management
Education
Sacred Heart University 2010 — 2014
Bachelor's Degree, Finance and Economics
Belmont High School 2006 — 2010
Diploma
State Street September 2014 - Present
Summer Street Advisors, LLC December 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Muzzioli and Associates May 2012 - August 2012
Below the Rim May 2011 - August 2011
Boston Warriors January 2008 - April 2011
Skills
Microsoft Excel, Financial Modeling, Research, Finance, Investments, PowerPoint, Teamwork, Leadership, Bloomberg, Valuation, Financial Forecasting, Portfolio Management
Education
Sacred Heart University 2010 — 2014
Bachelor's Degree, Finance and Economics
Belmont High School 2006 — 2010
Diploma
Jonathan Nowak Jonathan Nowak's State Street Experience June 2015 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street October 2012 - June 2015
State Street April 2011 - October 2012
State Street October 2009 - January 2011
Fidelity Investments April 2008 - August 2008
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Of Funds, Fund Services, Mutual Funds, NAV, Fixed Income, Bloomberg Terminal, Securities, Derivatives
Education
Sacred Heart University 2005 — 2009
Bachelor of Science, Finance
State Street June 2015 - Present
State Street October 2012 - June 2015
State Street April 2011 - October 2012
State Street October 2009 - January 2011
Fidelity Investments April 2008 - August 2008
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Of Funds, Fund Services, Mutual Funds, NAV, Fixed Income, Bloomberg Terminal, Securities, Derivatives
Education
Sacred Heart University 2005 — 2009
Bachelor of Science, Finance
Brian Fierimonte's State Street Experience June 2006 - June 2007
Job Director at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half March 2015 - Present
Accountemps February 2013 - March 2015
Accountemps February 2010 - February 2013
US Bank June 2007 - February 2010
State Street June 2006 - June 2007
Skills
Finance, Recruiting, Account Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Microsoft Word, New Business Development, Cold Calling, Employee Benefits, Sourcing, Talent Acquisition, Time Management, Accounting, Administration, Budgets, Temporary Placement, Technical Recruiting, Temporary Staffing, Human Resources, Employee Relations, Management, Training, Leadership, Applicant Tracking..., Financial Analysis, Healthcare, Process Improvement, Staffing Services
Education
Sacred Heart University 2002 — 2006
Bachelor of Science, Business Administation / Minor : Sport Management
Robert Half March 2015 - Present
Accountemps February 2013 - March 2015
Accountemps February 2010 - February 2013
US Bank June 2007 - February 2010
State Street June 2006 - June 2007
Skills
Finance, Recruiting, Account Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Microsoft Word, New Business Development, Cold Calling, Employee Benefits, Sourcing, Talent Acquisition, Time Management, Accounting, Administration, Budgets, Temporary Placement, Technical Recruiting, Temporary Staffing, Human Resources, Employee Relations, Management, Training, Leadership, Applicant Tracking..., Financial Analysis, Healthcare, Process Improvement, Staffing Services
Education
Sacred Heart University 2002 — 2006
Bachelor of Science, Business Administation / Minor : Sport Management
Paul Tabak, MBA Paul Tabak, MBA's State Street Experience February 2008 - December 2010
Job Business Management Analyst at City of Toronto
Industry Management Consulting
Experience
City of Toronto September 2013 - Present
IMI International December 2012 - April 2013
HSBC January 2011 - August 2011
State Street February 2008 - December 2010
Skills
Financial Analysis, Risk Management, Strategic Planning, Marketing Communications, Financial Modeling, Portfolio Management, Business Analysis, Analysis, Project Management, Entrepreneurship, Industry Research, Business Strategy, Capital Markets, Equities, Investment Banking, Financial Services, Asset Managment, Segmentation, Market Research, Consumer Behaviour, Consumer Insight, Quantitative Research, Qualitative Research, Competitive Intelligence, Valuation, Bloomberg, Investments, Business Development, Strategy, CRM
Education
Schulich School of Business 2011 — 2013
MBA, Finance & Marketing
Ryerson University 2003 — 2007
BComm, Management & Marketing
William Lyon Mackenzie 1999 — 2003
City of Toronto September 2013 - Present
IMI International December 2012 - April 2013
HSBC January 2011 - August 2011
State Street February 2008 - December 2010
Skills
Financial Analysis, Risk Management, Strategic Planning, Marketing Communications, Financial Modeling, Portfolio Management, Business Analysis, Analysis, Project Management, Entrepreneurship, Industry Research, Business Strategy, Capital Markets, Equities, Investment Banking, Financial Services, Asset Managment, Segmentation, Market Research, Consumer Behaviour, Consumer Insight, Quantitative Research, Qualitative Research, Competitive Intelligence, Valuation, Bloomberg, Investments, Business Development, Strategy, CRM
Education
Schulich School of Business 2011 — 2013
MBA, Finance & Marketing
Ryerson University 2003 — 2007
BComm, Management & Marketing
William Lyon Mackenzie 1999 — 2003
Samim Bakhshi Samim Bakhshi's State Street Experience June 2015 - Present
Job Senior Tax Operations Associate at State Street
Industry Management Consulting
Experience
State Street June 2015 - Present
iVision Accounting and Financial Solutions November 2014 - June 2015
State Street June 2014 - June 2015
Scotiabank June 2009 - May 2014
Tim Hortons January 2008 - June 2009
Skills
Accounting, Leadership, Microsoft Excel, Financial Analysis, Time Management, Microsoft Office, Financial Reporting, Project Management, Business Analysis, Corporate Finance, Corporate Tax, Tax Accounting, Tax Preparation, Tax Law, IFRS, ASPE, Tax Advisory, Team Management, Job Coaching, Intralink, FFT, QuickBooks, Xero, Tax Returns, PowerPoint, Public Speaking, Team Leadership, Microsoft Word, Customer Service, Finance, Analysis, Teamwork
Education
Ryerson University 2010 — 2014
Bachelor of Commerce, Accounting
State Street June 2015 - Present
iVision Accounting and Financial Solutions November 2014 - June 2015
State Street June 2014 - June 2015
Scotiabank June 2009 - May 2014
Tim Hortons January 2008 - June 2009
Skills
Accounting, Leadership, Microsoft Excel, Financial Analysis, Time Management, Microsoft Office, Financial Reporting, Project Management, Business Analysis, Corporate Finance, Corporate Tax, Tax Accounting, Tax Preparation, Tax Law, IFRS, ASPE, Tax Advisory, Team Management, Job Coaching, Intralink, FFT, QuickBooks, Xero, Tax Returns, PowerPoint, Public Speaking, Team Leadership, Microsoft Word, Customer Service, Finance, Analysis, Teamwork
Education
Ryerson University 2010 — 2014
Bachelor of Commerce, Accounting
Anubhav Vashishtha's State Street Experience September 2015 - Present
Job Senior Risk Monitoring Associate at State Street
Industry Financial Services
Experience
State Street September 2015 - Present
State Street August 2013 - Present
Skills
Pricing, Financial Analysis, Bloomberg, Valuation, Research, Fixed Income, Microsoft Office, Microsoft Excel, Leadership, Stata, Econometrics, R, Matlab
Education
Ryerson University 2010 — 2014
Bachelor of Arts (BA), Economics
State Street September 2015 - Present
State Street August 2013 - Present
Skills
Pricing, Financial Analysis, Bloomberg, Valuation, Research, Fixed Income, Microsoft Office, Microsoft Excel, Leadership, Stata, Econometrics, R, Matlab
Education
Ryerson University 2010 — 2014
Bachelor of Arts (BA), Economics
Casey Shaughnessy's State Street Experience November 2013 - August 2014
Job Technical Software Engineering Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek 2015 - Present
Stephen James Associates August 2014 - April 2015
State Street November 2013 - August 2014
State Street June 2012 - November 2013
EY June 2011 - July 2011
Skills
Recruiting, Cold Calling, Interviews, Strong communication..., Superior Client Service, Goal Oriented, Self motivated, Strategy, Works well..., Sales, Customer Service
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (BA), Financial Economics
New Hampton SchoolNew 2007 — 2008
Post Graduate Degree
Boston College High School 2003 — 2007
Aerotek 2015 - Present
Stephen James Associates August 2014 - April 2015
State Street November 2013 - August 2014
State Street June 2012 - November 2013
EY June 2011 - July 2011
Skills
Recruiting, Cold Calling, Interviews, Strong communication..., Superior Client Service, Goal Oriented, Self motivated, Strategy, Works well..., Sales, Customer Service
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (BA), Financial Economics
New Hampton SchoolNew 2007 — 2008
Post Graduate Degree
Boston College High School 2003 — 2007
Joseph Olive Joseph Olive's State Street Experience January 2013 - Present
Job Regional Security Operations Manager at State Street
Industry Security and Investigations
Experience
State Street January 2013 - Present
Securitas Security Services USA, Inc. August 2012 - December 2013
Securitas Security Services USA, Inc. May 2011 - August 2012
Spirit Airlines September 2009 - July 2010
Skills
Physical Security, Security Management, Access Control, CCTV, Corporate Security, Security Operations, Surveillance, Security Training, Security, Operations Management, Supervisory Skills, Emergency Management, Executive Protection, Risk Assessment, Alarm Systems
Education
Rutgers University-New Brunswick 1992 — 1995
Music, Vocal Performance, Acting
State Street January 2013 - Present
Securitas Security Services USA, Inc. August 2012 - December 2013
Securitas Security Services USA, Inc. May 2011 - August 2012
Spirit Airlines September 2009 - July 2010
Skills
Physical Security, Security Management, Access Control, CCTV, Corporate Security, Security Operations, Surveillance, Security Training, Security, Operations Management, Supervisory Skills, Emergency Management, Executive Protection, Risk Assessment, Alarm Systems
Education
Rutgers University-New Brunswick 1992 — 1995
Music, Vocal Performance, Acting
Kevin Yong's State Street Experience November 2012 - March 2014
Job Pricing Manager, Moneris Solutions
Industry Financial Services
Experience
Moneris Solutions March 2014 - Present
State Street November 2012 - March 2014
State Street December 2009 - November 2012
State Street September 2009 - December 2009
State Street March 2008 - August 2009
State Street July 2007 - March 2008
Skills
Microsoft Excel, Microsoft Office, Business Continuity..., Continuous Process..., Lean Operations, Project Management, Investment Valuation, IFRS, Performance Planning, Development Of Employees
Education
Ryerson University 2004 — 2007
BCOM, Finance
Moneris Solutions March 2014 - Present
State Street November 2012 - March 2014
State Street December 2009 - November 2012
State Street September 2009 - December 2009
State Street March 2008 - August 2009
State Street July 2007 - March 2008
Skills
Microsoft Excel, Microsoft Office, Business Continuity..., Continuous Process..., Lean Operations, Project Management, Investment Valuation, IFRS, Performance Planning, Development Of Employees
Education
Ryerson University 2004 — 2007
BCOM, Finance
Komal Shahzadi's State Street Experience 2011 - Present
Job Senior Fund Administrator at State Street
Industry Financial Services
Experience
State Street 2011 - Present
Citi August 2010 - June 2011
Citi Group May 2008 - August 2010
OK Tax Services May 2007 - August 2008
Skills
Fund Administration, Hedge Funds, Fixed Income, Fund Of Funds, Alternative Investments, Securities, Bloomberg, Finance, Portfolio Management
Education
Ryerson University 2006 — 2011
Commerce, Finance
State Street 2011 - Present
Citi August 2010 - June 2011
Citi Group May 2008 - August 2010
OK Tax Services May 2007 - August 2008
Skills
Fund Administration, Hedge Funds, Fixed Income, Fund Of Funds, Alternative Investments, Securities, Bloomberg, Finance, Portfolio Management
Education
Ryerson University 2006 — 2011
Commerce, Finance
Brigid Ouellet's State Street Experience August 2003 - April 2005
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Coastal Capital Group, LLC May 2011 - June 2014
HarbourVest Partners April 2005 - October 2011
State Street August 2003 - April 2005
Skills
Investments, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Real Estate, Morningstar, Relationship Management, client service, Series 7, Series 66, Financial Research
Education
Saint Anselm College 1999 — 2003
Bachelors, Business
Coastal Capital Group, LLC May 2011 - June 2014
HarbourVest Partners April 2005 - October 2011
State Street August 2003 - April 2005
Skills
Investments, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Real Estate, Morningstar, Relationship Management, client service, Series 7, Series 66, Financial Research
Education
Saint Anselm College 1999 — 2003
Bachelors, Business
Sean Ramini's State Street Experience June 2015 - August 2015
Job Global Markets Intern at State Street
Industry Banking
Experience
State Street June 2015 - August 2015
Sacred Heart University February 2015 - May 2015
State Street June 2014 - August 2014
Education
Sacred Heart University 2012 — 2016
Bachelor of Science (B.S.), Marketing, GPA 3.5
Masconomet Regional High School 2008 — 2012
Dipolma
State Street June 2015 - August 2015
Sacred Heart University February 2015 - May 2015
State Street June 2014 - August 2014
Education
Sacred Heart University 2012 — 2016
Bachelor of Science (B.S.), Marketing, GPA 3.5
Masconomet Regional High School 2008 — 2012
Dipolma
Brendan Corey Brendan Corey's State Street Experience June 2014 - Present
Job Internal Sales Associate at State Street
Industry Higher Education
Experience
State Street June 2014 - Present
Saint Anselm College October 2010 - May 2014
Wachusett Mountain Ski Area January 2008 - April 2014
State Street June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Auto Machine Service May 2012 - August 2012
Talbots Inc January 2011 - January 2012
Skills
Computer Science, Finance, Communication, Community Service, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Adaptability, Highly motivated..., Positive Personality, Customer Satisfaction, Customer Experience, Long-term Customer..., Visual Merchandising, Processing, C++, HTML, Leadership, Peer Mentoring, Critical Thinking, Problem Solving, Teamwork, Team-oriented, Always Willing to Learn, Creative Writing, Work Ethic, Business Ethics, Customer Driven, Social Networking, PowerPoint, Customer Service
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Mount Saint Charles Academy 2004 — 2010
State Street June 2014 - Present
Saint Anselm College October 2010 - May 2014
Wachusett Mountain Ski Area January 2008 - April 2014
State Street June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Auto Machine Service May 2012 - August 2012
Talbots Inc January 2011 - January 2012
Skills
Computer Science, Finance, Communication, Community Service, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Adaptability, Highly motivated..., Positive Personality, Customer Satisfaction, Customer Experience, Long-term Customer..., Visual Merchandising, Processing, C++, HTML, Leadership, Peer Mentoring, Critical Thinking, Problem Solving, Teamwork, Team-oriented, Always Willing to Learn, Creative Writing, Work Ethic, Business Ethics, Customer Driven, Social Networking, PowerPoint, Customer Service
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Mount Saint Charles Academy 2004 — 2010
Cheryl Adinolfi's State Street Experience February 2003 - November 2003
Job Design Center Coordinator at Renaissance Properties, Inc.
Industry Real Estate
Experience
Renaissance Properties, Inc. October 2003 - Present
State Street February 2003 - November 2003
Deutsche Bank August 1997 - February 2003
Skills
Analytics, Asset Managment, Financial Modeling, Asset Management, Real Estate Transactions, Financial Services, Real Estate Development, Location Intelligence, Portfolio Management, Property Management, Land Acquisition, Residential Homes, Zoning, Real Estate, Land Development, Customer Service, Banking, Sales, Strategic Planning, Equities, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Renaissance Properties, Inc. October 2003 - Present
State Street February 2003 - November 2003
Deutsche Bank August 1997 - February 2003
Skills
Analytics, Asset Managment, Financial Modeling, Asset Management, Real Estate Transactions, Financial Services, Real Estate Development, Location Intelligence, Portfolio Management, Property Management, Land Acquisition, Residential Homes, Zoning, Real Estate, Land Development, Customer Service, Banking, Sales, Strategic Planning, Equities, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Leah Gallagher Leah Gallagher's State Street Experience July 2012 - August 2015
Job Account Leader at Schneider Associates
Industry Public Relations and Communications
Experience
Schneider Associates August 2015 - Present
State Street July 2012 - August 2015
Skills
Project Management, Research, Market Research, Photoshop, Microsoft Office, Pipeline Management, Salesforce.com, Sales Reporting, Marketing Strategy
Education
Sacred Heart University 2005 — 2009
Media Studies
Schneider Associates August 2015 - Present
State Street July 2012 - August 2015
Skills
Project Management, Research, Market Research, Photoshop, Microsoft Office, Pipeline Management, Salesforce.com, Sales Reporting, Marketing Strategy
Education
Sacred Heart University 2005 — 2009
Media Studies
Christopher Roberts-Bakke's State Street Experience October 2014 - Present
Job Derivative Operations Specialist Associate II at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street April 2014 - October 2014
Yogurt Shack January 2008 - 2010
Skills
Team Leadership, Interpersonal..., Time Management, Financial Accounting, Economics, Statistical Data..., Mathematics, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Data Entry, Critical Thinking, Teamwork
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), Economics, Major GPA: 3.82/4.00, UC Davis GPA: 3.79/4.00
Sacramento City College 2007 — 2011
Economics
State Street October 2014 - Present
State Street April 2014 - October 2014
Yogurt Shack January 2008 - 2010
Skills
Team Leadership, Interpersonal..., Time Management, Financial Accounting, Economics, Statistical Data..., Mathematics, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Data Entry, Critical Thinking, Teamwork
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), Economics, Major GPA: 3.82/4.00, UC Davis GPA: 3.79/4.00
Sacramento City College 2007 — 2011
Economics
James McPartlin James McPartlin's State Street Experience 2000 - 2004
Job Account Manager at Genzyme
Industry Biotechnology
Experience
Genzyme April 2014 - Present
Audi of Nashua January 2011 - November 2013
Maguire Automotive 2008 - 2010
Bill Cooke Imports 2004 - 2008
State Street 2000 - 2004
Northern Bank & Trust Company 1999 - 2000
Skills
Customer Satisfaction, Sales, Sales Management, Fund Accounting, Client Relations Skills, Finance, Management
Education
Saint Anselm College 1995 — 1999
Bachelor of Arts (BA), History/Education
Matignon High School 1991 — 1995
Genzyme April 2014 - Present
Audi of Nashua January 2011 - November 2013
Maguire Automotive 2008 - 2010
Bill Cooke Imports 2004 - 2008
State Street 2000 - 2004
Northern Bank & Trust Company 1999 - 2000
Skills
Customer Satisfaction, Sales, Sales Management, Fund Accounting, Client Relations Skills, Finance, Management
Education
Saint Anselm College 1995 — 1999
Bachelor of Arts (BA), History/Education
Matignon High School 1991 — 1995
Russ Mikitiuk Russ Mikitiuk's State Street Experience June 2006 - March 2009
Job Software QA Automation Consultant at Intuit
Industry Information Technology and Services
Experience
Platfora September 2014 - March 2015
California ISO August 2013 - August 2014
Haemonetics October 2012 - May 2013
E*TRADE Financial August 2011 - September 2012
Telenav June 2009 - August 2011
State Street June 2006 - March 2009
Skills
Software Quality..., Testing, Testing Web Applications, Web Services Testing, Testing Client-Sever..., ETL Testing, Manual Testing, Test Plan, Test Automation, Black-box Testing, Test Case Design, Gray-box Testing, White-box Testing, Java, Functional Testing, Windows, Regression Testing, Requirements Analysis, SDLC, PL/SQL, SQL, Perl, HP ALM, Quality Center, QTP, Object Oriented Design, Agile & Waterfall..., SCRUM, Performance Testing, SoapUI, Eclipse, Visual Studio, Unix Shell Scripting, T-SQL, Core Java, VB.NET, VBScript, Regular Expressions, JavaScript, Requirements..., SOATest, Jython, Python, XML, XSLT, Hadoop, Python Fabric, Bash, Linux, Python Robot Framework
Education
University of Phoenix
BS/IS, Business Information Systems
Sacramento City College
AS/CIS, Software Development
Platfora September 2014 - March 2015
California ISO August 2013 - August 2014
Haemonetics October 2012 - May 2013
E*TRADE Financial August 2011 - September 2012
Telenav June 2009 - August 2011
State Street June 2006 - March 2009
Skills
Software Quality..., Testing, Testing Web Applications, Web Services Testing, Testing Client-Sever..., ETL Testing, Manual Testing, Test Plan, Test Automation, Black-box Testing, Test Case Design, Gray-box Testing, White-box Testing, Java, Functional Testing, Windows, Regression Testing, Requirements Analysis, SDLC, PL/SQL, SQL, Perl, HP ALM, Quality Center, QTP, Object Oriented Design, Agile & Waterfall..., SCRUM, Performance Testing, SoapUI, Eclipse, Visual Studio, Unix Shell Scripting, T-SQL, Core Java, VB.NET, VBScript, Regular Expressions, JavaScript, Requirements..., SOATest, Jython, Python, XML, XSLT, Hadoop, Python Fabric, Bash, Linux, Python Robot Framework
Education
University of Phoenix
BS/IS, Business Information Systems
Sacramento City College
AS/CIS, Software Development
Roshan Jesuthasan, MA's State Street Experience October 2013 - March 2015
Job Chief Operations Officer; Business Development Manager; Business Consultant; Associate Producer
Industry Financial Services
Experience
NT April 2015 - Present
ROI March 2015 - Present
Barry Brown May 2015 - Present
State Street October 2013 - March 2015
Citco Fund Services July 2012 - October 2013
Citco Fund Services September 2010 - July 2012
Ryerson University April 2010 - August 2010
Ryerson University September 2009 - April 2010
Skills
Analysis, Client Relations Skills, Risk Analysis, Training, Data Analysis, Conflict Resolution, Leadership, Business Analysis, Investments, Team Leadership, Microsoft Excel, Global Regulatory..., Macroeconomics, Microeconomics, Forecasting, Teamwork, Research, Product Development, Hedge Funds, Empirical Research, Matlab, Econometric Modeling, Quality Assurance, Research Reports, International Trade, Policy Analysis, SAS, TSP
Education
Ryerson University
Master's degree, International Economics and Finance, 4.0
Ryerson University
BA, Economics and Finance, 3.3
Jarvis Collegiate
NT April 2015 - Present
ROI March 2015 - Present
Barry Brown May 2015 - Present
State Street October 2013 - March 2015
Citco Fund Services July 2012 - October 2013
Citco Fund Services September 2010 - July 2012
Ryerson University April 2010 - August 2010
Ryerson University September 2009 - April 2010
Skills
Analysis, Client Relations Skills, Risk Analysis, Training, Data Analysis, Conflict Resolution, Leadership, Business Analysis, Investments, Team Leadership, Microsoft Excel, Global Regulatory..., Macroeconomics, Microeconomics, Forecasting, Teamwork, Research, Product Development, Hedge Funds, Empirical Research, Matlab, Econometric Modeling, Quality Assurance, Research Reports, International Trade, Policy Analysis, SAS, TSP
Education
Ryerson University
Master's degree, International Economics and Finance, 4.0
Ryerson University
BA, Economics and Finance, 3.3
Jarvis Collegiate
Aakanksha Dhillon Aakanksha Dhillon's State Street Experience May 2011 - December 2013
Job
Industry Management Consulting
Experience
Wipro Consulting January 2014 - June 2014
State Street May 2011 - December 2013
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
San Jose State University 2006 — 2011
Bachelor of Science (BS), Computer Engineering
Wipro Consulting January 2014 - June 2014
State Street May 2011 - December 2013
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
San Jose State University 2006 — 2011
Bachelor of Science (BS), Computer Engineering
Derwin Vasquez's State Street Experience April 2010 - Present
Job Manager, Client Management & Operations at State Street Canada
Industry Financial Services
Experience
State Street April 2010 - Present
State Street April 2006 - April 2010
State Street March 2004 - April 2006
CIBC Mellon April 2001 - March 2004
Skills
Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Reconciliation, Accounting, Hedge Funds, General Ledger, Securities, Bonds, Investments, Valuation, Cash Flow, SOX, Audit, Internal Controls, Customer Relations, Excel, Accounts Payable, Access, PeopleSoft, Mutual Funds, Microsoft Office, Word, Due Diligence, Accruals, Pricing, Reconciliations, Microsoft Excel, Account Reconciliation, Risk Management, Financial Services
Education
Ryerson University 1997 — 1998
State Street April 2010 - Present
State Street April 2006 - April 2010
State Street March 2004 - April 2006
CIBC Mellon April 2001 - March 2004
Skills
Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Reconciliation, Accounting, Hedge Funds, General Ledger, Securities, Bonds, Investments, Valuation, Cash Flow, SOX, Audit, Internal Controls, Customer Relations, Excel, Accounts Payable, Access, PeopleSoft, Mutual Funds, Microsoft Office, Word, Due Diligence, Accruals, Pricing, Reconciliations, Microsoft Excel, Account Reconciliation, Risk Management, Financial Services
Education
Ryerson University 1997 — 1998
Carlo Spagnuolo's State Street Experience January 1995 - March 2009
Job Vice President at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon February 2014 - Present
TD Bank Financial Group October 2009 - January 2014
State Street January 1995 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Mutual Funds, Financial Services, Relationship Management, Wealth Management, Valuation, Back Office, Financial Reporting, Fund Accounting, Corporate Actions
Education
Ryerson University 1990 — 1994
CIBC Mellon February 2014 - Present
TD Bank Financial Group October 2009 - January 2014
State Street January 1995 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Mutual Funds, Financial Services, Relationship Management, Wealth Management, Valuation, Back Office, Financial Reporting, Fund Accounting, Corporate Actions
Education
Ryerson University 1990 — 1994
Mollie Antonelli's State Street Experience June 2007 - January 2008
Job Trader at State Street Corporation
Industry Investment Banking
Experience
State Street Global Markets 2008 - Present
State Street June 2007 - January 2008
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business/Finance
Boston Latin Academy 1999 — 2003
State Street Global Markets 2008 - Present
State Street June 2007 - January 2008
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business/Finance
Boston Latin Academy 1999 — 2003
Doug Payne's State Street Experience 1998 - 2003
Job Assistant Treasurer at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Gwyn Cassetty's State Street Experience 1995 - 1998
Job Construction Manager & Contract Administration at Liberty Utilities
Industry Utilities
Experience
Liberty Utilities March 2013 - Present
Liberty Utilities September 2012 - Present
National Grid September 2011 - October 2012
National Grid Gas US - Investment Planning 2004 - January 2012
Keyspan Energy Delivery January 2007 - September 2011
National Grid 2007 - September 2011
Keyspan Energy Delivery November 2004 - December 2006
Keyspan Home Energy Services November 2001 - November 2004
State Street Bank 1996 - 1998
State Street 1995 - 1998
Skills
Analysis, Budgets, Account Reconciliation, Variance Analysis, General Ledger, Fixed Assets, Strategic Planning, Gas, Management, Energy, Accounts Payable, Process Improvement
Education
University of West Florida 1999 — 2001
MBA
Saint Anselm College 1990 — 1994
BA, Finance
Liberty Utilities March 2013 - Present
Liberty Utilities September 2012 - Present
National Grid September 2011 - October 2012
National Grid Gas US - Investment Planning 2004 - January 2012
Keyspan Energy Delivery January 2007 - September 2011
National Grid 2007 - September 2011
Keyspan Energy Delivery November 2004 - December 2006
Keyspan Home Energy Services November 2001 - November 2004
State Street Bank 1996 - 1998
State Street 1995 - 1998
Skills
Analysis, Budgets, Account Reconciliation, Variance Analysis, General Ledger, Fixed Assets, Strategic Planning, Gas, Management, Energy, Accounts Payable, Process Improvement
Education
University of West Florida 1999 — 2001
MBA
Saint Anselm College 1990 — 1994
BA, Finance
Lisa-Marie (Fontana) Blakeney's State Street Experience April 2011 - March 2014
Job Financial Services
Industry Accounting
Experience
State Street April 2011 - March 2014
State Street July 2004 - April 2011
Skills
Mutual Funds, Fund Accounting, Financial Services, Financial Analysis, Bloomberg, Equities, Fixed Income, Securities, Banking, Investments, Risk Management, Portfolio Management
Education
Suffolk University 2006 — 2010
MBA, Business
Saint Anselm College 2000 — 2004
BA, Business
State Street April 2011 - March 2014
State Street July 2004 - April 2011
Skills
Mutual Funds, Fund Accounting, Financial Services, Financial Analysis, Bloomberg, Equities, Fixed Income, Securities, Banking, Investments, Risk Management, Portfolio Management
Education
Suffolk University 2006 — 2010
MBA, Business
Saint Anselm College 2000 — 2004
BA, Business
Harshad Bhavsar's State Street Experience March 2015 - Present
Job Quantitative Analyst, VP at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Skills
VBA, R, Bloomberg, Matlab, Time Series Analysis, Market Risk, SQL, C++, Financial Risk, Programming, Derivatives, Quantitative Analytics, Fixed Income, Data Mining, Data Analysis, Interest Rate...
Education
Rutgers University-New Brunswick 2008 — 2010
Master of Science, in Mathematics with option in Mathematical Finance
University of Mumbai 1999 — 2003
Bachelor of Engineering, in Electronics & Telecommunication Engineering
State Street March 2015 - Present
Skills
VBA, R, Bloomberg, Matlab, Time Series Analysis, Market Risk, SQL, C++, Financial Risk, Programming, Derivatives, Quantitative Analytics, Fixed Income, Data Mining, Data Analysis, Interest Rate...
Education
Rutgers University-New Brunswick 2008 — 2010
Master of Science, in Mathematics with option in Mathematical Finance
University of Mumbai 1999 — 2003
Bachelor of Engineering, in Electronics & Telecommunication Engineering
Catherine McIntyre's State Street Experience March 2015 - Present
Job Vice President ALM at State Street
Industry Banking
Experience
State Street March 2015 - Present
Ally Financial Inc. 2010 - March 2015
Fifth Third Bank June 2008 - January 2010
First Charter Bank 2007 - 2008
People's Bank March 1998 - May 2007
Skills
ALM, Financial Modeling, Financial Analysis, Banking, Interest Rate Risk..., Risk Management, Financial Risk, Financial Reporting, Team Leadership, Data Analysis, Treasury Management, Fixed Income, Analysis, Forecasting, Funds Transfer Pricing, Finance, Capital Markets, Credit Risk, Management, Stress Testing, Credit, Portfolio Management
Education
Sacred Heart University 2000 — 2001
Master of Science (M.S.), Information Technology and Economics
State Street March 2015 - Present
Ally Financial Inc. 2010 - March 2015
Fifth Third Bank June 2008 - January 2010
First Charter Bank 2007 - 2008
People's Bank March 1998 - May 2007
Skills
ALM, Financial Modeling, Financial Analysis, Banking, Interest Rate Risk..., Risk Management, Financial Risk, Financial Reporting, Team Leadership, Data Analysis, Treasury Management, Fixed Income, Analysis, Forecasting, Funds Transfer Pricing, Finance, Capital Markets, Credit Risk, Management, Stress Testing, Credit, Portfolio Management
Education
Sacred Heart University 2000 — 2001
Master of Science (M.S.), Information Technology and Economics
Abigeal Quinn's State Street Experience April 2014 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
State Street Corporation March 2011 - April 2014
State Street March 2009 - March 2011
State Street Bank November 2008 - March 2009
State Street Bank June 2006 - November 2008
Skills
Mutual Funds, Equities, Investments, Loans, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Finance, Microsoft Excel, Accounting, Securities, Portfolio Management, Financial Services
Education
Suffolk University 2010 — 2013
Master's degree
Saint Anselm College 2002 — 2006
State Street April 2014 - Present
State Street Corporation March 2011 - April 2014
State Street March 2009 - March 2011
State Street Bank November 2008 - March 2009
State Street Bank June 2006 - November 2008
Skills
Mutual Funds, Equities, Investments, Loans, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Finance, Microsoft Excel, Accounting, Securities, Portfolio Management, Financial Services
Education
Suffolk University 2010 — 2013
Master's degree
Saint Anselm College 2002 — 2006
Carey Loftus's State Street Experience 2003 - 2013
Job Great Play of Middletown Opening September 2015
Industry Health, Wellness and Fitness
Experience
Jacanna Inc. DBA Great Play of Middletown January 2015 - Present
State Street 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust 1987 - 1999
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Banking, Investments, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Bonds, Financial Markets, Trading, Relationship Management, Investment Banking, Asset Allocation, Investment Management, Financial Risk, Private Equity, Analysis, Securities Lending, CRM, Global Custody, Middle Office, Fund Accounting, Client Services
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
MBA
State University of New York College at Cortland
State University of New York College at Oswego
BS, Business Administration
Jacanna Inc. DBA Great Play of Middletown January 2015 - Present
State Street 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust 1987 - 1999
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Banking, Investments, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Bonds, Financial Markets, Trading, Relationship Management, Investment Banking, Asset Allocation, Investment Management, Financial Risk, Private Equity, Analysis, Securities Lending, CRM, Global Custody, Middle Office, Fund Accounting, Client Services
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
MBA
State University of New York College at Cortland
State University of New York College at Oswego
BS, Business Administration
John Sherlock's State Street Experience August 2001 - May 2005
Job Senior Trader & Director of Operations at Eastern Shore Capital Management (ESCM)
Industry Investment Management
Experience
Eastern Shore Capital Management (ESCM) May 2013 - Present
Moody Aldrich Partners, LLC. April 2007 - May 2013
State Street Global Advisors May 2005 - April 2007
State Street August 2001 - May 2005
Education
Saint Anselm College 1997 — 2001
BA, Business
Eastern Shore Capital Management (ESCM) May 2013 - Present
Moody Aldrich Partners, LLC. April 2007 - May 2013
State Street Global Advisors May 2005 - April 2007
State Street August 2001 - May 2005
Education
Saint Anselm College 1997 — 2001
BA, Business
Bob Byrnes's State Street Experience September 1990 - December 1995
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2003 - Present
Scudder Investments January 1995 - May 2003
State Street September 1990 - December 1995
Education
Saint Anselm College 1986 — 1990
Fidelity Investments May 2003 - Present
Scudder Investments January 1995 - May 2003
State Street September 1990 - December 1995
Education
Saint Anselm College 1986 — 1990
Colin Meehan's State Street Experience July 2007 - August 2007
Job Analyst at Recruitics
Industry Marketing and Advertising
Experience
Recruitics October 2013 - Present
Wellington Management May 2012 - October 2013
HedgeServ May 2009 - December 2011
Morgan Stanley Investment Management April 2008 - February 2009
State Street July 2007 - August 2007
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, SQL, Microsoft Excel, PPC, Recruitment Advertising, Salesforce.com
Education
Sacred Heart University 2006 — 2008
Master of Business Administration
University of Connecticut 2002 — 2006
Bachelor of Arts
Recruitics October 2013 - Present
Wellington Management May 2012 - October 2013
HedgeServ May 2009 - December 2011
Morgan Stanley Investment Management April 2008 - February 2009
State Street July 2007 - August 2007
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, SQL, Microsoft Excel, PPC, Recruitment Advertising, Salesforce.com
Education
Sacred Heart University 2006 — 2008
Master of Business Administration
University of Connecticut 2002 — 2006
Bachelor of Arts
John Patrick Umyn's State Street Experience February 2014 - February 2015
Job Officer at State Street Alternative Investment Solutions
Industry Banking
Experience
State Street Alternative Investment Solutions February 2015 - Present
State Street February 2014 - February 2015
BNY Mellon July 2011 - February 2014
BNY Mellon February 2008 - July 2011
BNY Mellon February 2007 - January 2008
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments, Transfer Agency, Client Delivery, InvestOne, Partnership Accounting, Investor Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Science (BSc), Business/Managerial Economics
State Street Alternative Investment Solutions February 2015 - Present
State Street February 2014 - February 2015
BNY Mellon July 2011 - February 2014
BNY Mellon February 2008 - July 2011
BNY Mellon February 2007 - January 2008
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments, Transfer Agency, Client Delivery, InvestOne, Partnership Accounting, Investor Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Science (BSc), Business/Managerial Economics
Andrew Girard's State Street Experience June 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street May 2013 - June 2015
State Street December 2010 - May 2013
State Street September 2008 - December 2010
State Street April 2006 - September 2008
Fidelity Investments 2004 - 2006
AutoFair Automotive Group August 2003 - May 2004
Education
Brandeis University - International Business School 2007 — 2009
Master of Science in Finance
Saint Anselm College 1999 — 2003
BA
State Street June 2015 - Present
State Street May 2013 - June 2015
State Street December 2010 - May 2013
State Street September 2008 - December 2010
State Street April 2006 - September 2008
Fidelity Investments 2004 - 2006
AutoFair Automotive Group August 2003 - May 2004
Education
Brandeis University - International Business School 2007 — 2009
Master of Science in Finance
Saint Anselm College 1999 — 2003
BA
Brian Keddy's State Street Experience October 1997 - November 1998
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services April 2010 - Present
TD Bank August 2003 - May 2010
Forum Financial November 1998 - August 2003
State Street October 1997 - November 1998
Skills
Training, Mutual Funds, Fund Accounting, Equities, Corporate Actions, Accounting, Valuation
Education
Saint Anselm College 1993 — 1997
Stone Coast Fund Services April 2010 - Present
TD Bank August 2003 - May 2010
Forum Financial November 1998 - August 2003
State Street October 1997 - November 1998
Skills
Training, Mutual Funds, Fund Accounting, Equities, Corporate Actions, Accounting, Valuation
Education
Saint Anselm College 1993 — 1997
Kristofer Kerekes's State Street Experience July 2010 - March 2012
Job Senior Acccounting Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York August 2015 - Present
Federal Reserve Bank of New York September 2012 - August 2015
Federal Reserve Bank of New York May 2012 - September 2012
State Street July 2010 - March 2012
State Street June 2006 - June 2010
Skills
Bloomberg, Fixed Income, Fund Accounting, Equities, Mutual Funds, Bloomberg Terminal, Derivatives, Bonds, Securities, Options, Investments, Valuation, Financial Services, Fund Administration, Financial Analysis, Corporate Actions, Financial Reporting
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Finance
The College of New Jersey 1997 — 2001
BA, Finance
Federal Reserve Bank of New York August 2015 - Present
Federal Reserve Bank of New York September 2012 - August 2015
Federal Reserve Bank of New York May 2012 - September 2012
State Street July 2010 - March 2012
State Street June 2006 - June 2010
Skills
Bloomberg, Fixed Income, Fund Accounting, Equities, Mutual Funds, Bloomberg Terminal, Derivatives, Bonds, Securities, Options, Investments, Valuation, Financial Services, Fund Administration, Financial Analysis, Corporate Actions, Financial Reporting
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Finance
The College of New Jersey 1997 — 2001
BA, Finance
Chris Mattia's State Street Experience August 2013 - Present
Job Asst Vice President Client Service Manager, State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
Chris M. Diceman, CFA's State Street Experience March 2001 - July 2001
Job Capital Markets Professional, Board Member
Industry Capital Markets
Experience
DICEMARK CAPITAL January 2012 - Present
Friends of High Park Zoo January 2013 - Present
DBRS July 2001 - May 2012
State Street March 2001 - July 2001
State Street July 1997 - March 2001
Skills
Capital Markets, Credit Analysis, Analytical Skills, Analysis, Management, Fixed Income, Bonds, Derivatives, Bloomberg, Financial Modeling, Media, Collaboration, Communication, Investor Relations, Mergers & Acquisitions, Investments, Leveraged Finance, Financial Structuring, Valuation, Corporate Finance, Asset Allocation, Private Equity
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst
Ryerson University 1993 — 1997
BComm
DICEMARK CAPITAL January 2012 - Present
Friends of High Park Zoo January 2013 - Present
DBRS July 2001 - May 2012
State Street March 2001 - July 2001
State Street July 1997 - March 2001
Skills
Capital Markets, Credit Analysis, Analytical Skills, Analysis, Management, Fixed Income, Bonds, Derivatives, Bloomberg, Financial Modeling, Media, Collaboration, Communication, Investor Relations, Mergers & Acquisitions, Investments, Leveraged Finance, Financial Structuring, Valuation, Corporate Finance, Asset Allocation, Private Equity
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst
Ryerson University 1993 — 1997
BComm
Thomas Horan's State Street Experience September 2000 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street September 2000 - Present
Brown Brothers Harriman 1991 - 2000
Skills
PMP, PMP certified, Lean Tools, Lean Software..., Global Deployment, ETFs, Derivatives, OTC, Mutual Funds, Requirements Analysis, Straight Through..., Business Transformation, Transaction Management, Financial Services, Coaching, Lean Principles, Trading, Fixed Income, Business Analysis, Equities, Fund Accounting, Risk Management, Investments, Back Office, SDLC, Securities, Vendor Management, Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA
Saint Anselm College 1987 — 1991
BS, Finance Econ
State Street September 2000 - Present
Brown Brothers Harriman 1991 - 2000
Skills
PMP, PMP certified, Lean Tools, Lean Software..., Global Deployment, ETFs, Derivatives, OTC, Mutual Funds, Requirements Analysis, Straight Through..., Business Transformation, Transaction Management, Financial Services, Coaching, Lean Principles, Trading, Fixed Income, Business Analysis, Equities, Fund Accounting, Risk Management, Investments, Back Office, SDLC, Securities, Vendor Management, Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA
Saint Anselm College 1987 — 1991
BS, Finance Econ
Jimmy Sohi's State Street Experience July 2007 - August 2011
Job Business Analyst at BMO Financial Group
Industry Financial Services
Experience
Bank of Montreal August 2011 - Present
State Street July 2007 - August 2011
Education
Ryerson University 2003 — 2007
Commerce, Finance and Accounting
Bank of Montreal August 2011 - Present
State Street July 2007 - August 2011
Education
Ryerson University 2003 — 2007
Commerce, Finance and Accounting
William Skayhan's State Street Experience October 2003 - August 2006
Job Manager at Systematic Financial
Industry Investment Management
Experience
Systematic Financial August 2006 - Present
State Street October 2003 - August 2006
Prudential Investments July 1989 - July 2004
Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Corporate Actions, Bloomberg, Securities, Financial Services, Portfolio Management, Mutual Funds, Back Office, Bonds, Investment Management, Alternative Investments, Derivatives
Education
The University of Connecticut 1983 — 1989
Economics
Rutgers, The State University of New Jersey-Newark
MBA, Masters in Business Administration
Systematic Financial August 2006 - Present
State Street October 2003 - August 2006
Prudential Investments July 1989 - July 2004
Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Corporate Actions, Bloomberg, Securities, Financial Services, Portfolio Management, Mutual Funds, Back Office, Bonds, Investment Management, Alternative Investments, Derivatives
Education
The University of Connecticut 1983 — 1989
Economics
Rutgers, The State University of New Jersey-Newark
MBA, Masters in Business Administration
Chris Carrano's State Street Experience April 2005 - October 2005
Job Select Banker at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2014 - Present
Santander Bank, N.A. January 2013 - March 2014
Avian Securities October 2007 - December 2012
The Brogan Group -- H.G. Wellington & Co. October 2005 - September 2007
State Street April 2005 - October 2005
EF Educational Tours January 2005 - April 2005
Fidelity Investments February 2001 - November 2004
Biogen -- Randstad November 2000 - January 2001
Harcourt Brace Publishing May 2000 - September 2000
Skills
Equities, Series 7, Series 63, Sales&Marketing, relationship management, Financial Services, Management, Equity Research, Finance, Securities, Portfolio Management, Sales, Asset Management, Mutual Funds, Financial Analysis, Fixed Income, Customer Service, Analysis, CRM
Education
Saint Anselm College 1995 — 2000
Guilford High School
Santander Bank, N.A. March 2014 - Present
Santander Bank, N.A. January 2013 - March 2014
Avian Securities October 2007 - December 2012
The Brogan Group -- H.G. Wellington & Co. October 2005 - September 2007
State Street April 2005 - October 2005
EF Educational Tours January 2005 - April 2005
Fidelity Investments February 2001 - November 2004
Biogen -- Randstad November 2000 - January 2001
Harcourt Brace Publishing May 2000 - September 2000
Skills
Equities, Series 7, Series 63, Sales&Marketing, relationship management, Financial Services, Management, Equity Research, Finance, Securities, Portfolio Management, Sales, Asset Management, Mutual Funds, Financial Analysis, Fixed Income, Customer Service, Analysis, CRM
Education
Saint Anselm College 1995 — 2000
Guilford High School
Richard Anton's State Street Experience May 1997 - April 2014
Job Senior Vice President and Chief Operations Officer
Industry Financial Services
Experience
CIBC Mellon September 2014 - Present
State Street May 1997 - April 2014
Americas Trust Bank March 1999 - December 1999
Skills
Leadership, Kaizen, Operations Management, Sales, Relationship Management, Full P&L Responsibility, Mutual Funds, Hedge Funds, Cayman, Offshore Operations, Financial Risk, Fund Administration, Financial Services, Investments, P&L Management, Alternative Investments, Portfolio Management, Leadership Development, Asset Management, Business Strategy, Derivatives, Equities, Financial Analysis, Fixed Income, Performance Motivation, Risk Management, Securities
Education
Ryerson University 1993 — 1997
BCOMM, Accounting, Finance
CIBC Mellon September 2014 - Present
State Street May 1997 - April 2014
Americas Trust Bank March 1999 - December 1999
Skills
Leadership, Kaizen, Operations Management, Sales, Relationship Management, Full P&L Responsibility, Mutual Funds, Hedge Funds, Cayman, Offshore Operations, Financial Risk, Fund Administration, Financial Services, Investments, P&L Management, Alternative Investments, Portfolio Management, Leadership Development, Asset Management, Business Strategy, Derivatives, Equities, Financial Analysis, Fixed Income, Performance Motivation, Risk Management, Securities
Education
Ryerson University 1993 — 1997
BCOMM, Accounting, Finance
Malinga Maddumage's State Street Experience March 2012 - February 2013
Job Accountant
Industry Accounting
Experience
Dermalogica August 2014 - Present
Dermalogica September 2013 - August 2014
State Street March 2012 - February 2013
Amba Research January 2012 - September 2012
AIESEC January 2009 - December 2009
Skills
Financial Analysis, Accounting, Teamwork, Microsoft Excel, Strategic Planning, Microsoft Office, Team Building, Leadership
Education
Ryerson University 2006 — 2010
Bachelor of Commerce (B.Comm.), Finance
Dermalogica August 2014 - Present
Dermalogica September 2013 - August 2014
State Street March 2012 - February 2013
Amba Research January 2012 - September 2012
AIESEC January 2009 - December 2009
Skills
Financial Analysis, Accounting, Teamwork, Microsoft Excel, Strategic Planning, Microsoft Office, Team Building, Leadership
Education
Ryerson University 2006 — 2010
Bachelor of Commerce (B.Comm.), Finance
Jonathan Cesare's State Street Experience January 2009 - August 2010
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates May 2014 - Present
Cambridge Associates July 2013 - April 2014
Cambridge Associates July 2012 - June 2013
Cambridge Associates August 2010 - June 2012
State Street January 2009 - August 2010
State Street 2007 - 2010
Investors Bank & Trust September 2007 - April 2008
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Cambridge Associates May 2014 - Present
Cambridge Associates July 2013 - April 2014
Cambridge Associates July 2012 - June 2013
Cambridge Associates August 2010 - June 2012
State Street January 2009 - August 2010
State Street 2007 - 2010
Investors Bank & Trust September 2007 - April 2008
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Nirav Morzaria's State Street Experience April 2014 - June 2014
Job AVP Hedge Fund Operations at U.S. Bank
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC July 2014 - Present
State Street April 2014 - June 2014
State Street June 2011 - March 2014
State Street April 2010 - May 2011
Bloomberg LP February 2009 - March 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Derivatives, Equities, Analysis, Trading, Bloomberg Terminal, Investments, Portfolio Management, Alternative Investments, Credit, Securities, Financial Analysis, Bonds, Commodity, Financial Modeling, Financial Risk, Hedge Funds, Accounting, Settlement
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Finance
U.S. Bancorp Fund Services, LLC July 2014 - Present
State Street April 2014 - June 2014
State Street June 2011 - March 2014
State Street April 2010 - May 2011
Bloomberg LP February 2009 - March 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Derivatives, Equities, Analysis, Trading, Bloomberg Terminal, Investments, Portfolio Management, Alternative Investments, Credit, Securities, Financial Analysis, Bonds, Commodity, Financial Modeling, Financial Risk, Hedge Funds, Accounting, Settlement
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Finance
Nora Delgado's State Street Experience January 2003 - January 2009
Job Senior Trainer/Project Manager/Financial Services
Industry Financial Services
Experience
Agilex Technologies April 2013 - Present
Union Square Medical Associates June 2011 - March 2013
Pershing, a BNY Mellon company July 2010 - May 2011
State Street January 2003 - January 2009
Deutsche Bank January 2000 - January 2003
Education
University of Maryland College Park
Master's degree
Rutgers, The State University of New Jersey-Newark
BA
Université François Rabelais de Tours
French courses in Translation, Composition, Conversation and Grammar
Agilex Technologies April 2013 - Present
Union Square Medical Associates June 2011 - March 2013
Pershing, a BNY Mellon company July 2010 - May 2011
State Street January 2003 - January 2009
Deutsche Bank January 2000 - January 2003
Education
University of Maryland College Park
Master's degree
Rutgers, The State University of New Jersey-Newark
BA
Université François Rabelais de Tours
French courses in Translation, Composition, Conversation and Grammar
Lina Yu's State Street Experience January 2012 - Present
Job Investment Accountant at State Street
Industry Accounting
Experience
State Street January 2012 - Present
Investment Administration Solution.Inc August 2008 - May 2009
Education
Ryerson University 2011 — 2012
Bachelor of Commerce, Accounting
State Street January 2012 - Present
Investment Administration Solution.Inc August 2008 - May 2009
Education
Ryerson University 2011 — 2012
Bachelor of Commerce, Accounting
Danny Hirce's State Street Experience October 2010 - Present
Job SVP State StreetCorporate Audit
Industry Financial Services
Experience
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
Pavel Blits's State Street Experience March 2015 - Present
Job Supervisor at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street March 2015 - Present
Citco Fund Services 2012 - March 2015
SS&C GlobeOp 2009 - 2012
MELIKYAN CANADA Corp 2005 - 2008
Skills
Hedge Funds, Financial Reporting, Accounting, Fund Services, Fund Accounting, Financial Analysis, Auditing, Fund Administration, Reconciliations, Bloomberg, Derivatives, Hedge Accounting, Corporate Actions, Accruals, Options, NAV, Alternative Investments, Bank Reconciliation, Swaps, Fixed Income, Financial Services, Financial Statements, Equities, Valuation, Accounts Payable, Portfolio Management, Fund Of Funds, Investments, FX Hedging, Dividends, CDS, Forwards, Bonds, Back Office, General Ledger, Transfer Agency, Middle Office, Bloomberg Terminal, Securities, Account Reconciliation
Education
Ryerson University 2007 — 2009
BC, Accounting
Seneca College 2004 — 2007
Diploma, Accounting and Finance
State Street March 2015 - Present
Citco Fund Services 2012 - March 2015
SS&C GlobeOp 2009 - 2012
MELIKYAN CANADA Corp 2005 - 2008
Skills
Hedge Funds, Financial Reporting, Accounting, Fund Services, Fund Accounting, Financial Analysis, Auditing, Fund Administration, Reconciliations, Bloomberg, Derivatives, Hedge Accounting, Corporate Actions, Accruals, Options, NAV, Alternative Investments, Bank Reconciliation, Swaps, Fixed Income, Financial Services, Financial Statements, Equities, Valuation, Accounts Payable, Portfolio Management, Fund Of Funds, Investments, FX Hedging, Dividends, CDS, Forwards, Bonds, Back Office, General Ledger, Transfer Agency, Middle Office, Bloomberg Terminal, Securities, Account Reconciliation
Education
Ryerson University 2007 — 2009
BC, Accounting
Seneca College 2004 — 2007
Diploma, Accounting and Finance
Mufaddal Abbas, CPA, CMA's State Street Experience August 2012 - August 2013
Job Senior Fund Accountant at CACEIS
Industry Accounting
Experience
CACEIS- Credit Agricole February 2015 - July 2015
CACEIS- Credit Agricole August 2013 - February 2015
State Street August 2012 - August 2013
State Street November 2010 - August 2012
Janssen Ortho Inc. February 2010 - August 2010
Skills
Account Reconciliation, Accounting, Variance Analysis, Financial Accounting, Financial Reporting, General Ledger, Accounts Payable, Auditing, Finance, Financial Statements, Bank Reconciliation, Cost Accounting, Financial Analysis, Tax, Internal Audit, Accruals, Sarbanes-Oxley Act, Fund Accounting, IFRS, GAAP, Financial Audits, Fixed Assets, Accounts Receivable, Analysis, Journal Entries, Internal Controls, Cash Flow, Cash Management, US GAAP, External Audit, Managerial Finance, Invoicing, SAP, Business Relationship...
Education
CFA Institute 2014 — 2014
Chartered Financial Analyst, Level 1
Institute of Chartered Professional Accountants of Ontario
Chartered Professional Accountant
Certified Management Accountants of Ontario 2010 — 2013
CMA, Accounting
Ryerson University 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting
CACEIS- Credit Agricole February 2015 - July 2015
CACEIS- Credit Agricole August 2013 - February 2015
State Street August 2012 - August 2013
State Street November 2010 - August 2012
Janssen Ortho Inc. February 2010 - August 2010
Skills
Account Reconciliation, Accounting, Variance Analysis, Financial Accounting, Financial Reporting, General Ledger, Accounts Payable, Auditing, Finance, Financial Statements, Bank Reconciliation, Cost Accounting, Financial Analysis, Tax, Internal Audit, Accruals, Sarbanes-Oxley Act, Fund Accounting, IFRS, GAAP, Financial Audits, Fixed Assets, Accounts Receivable, Analysis, Journal Entries, Internal Controls, Cash Flow, Cash Management, US GAAP, External Audit, Managerial Finance, Invoicing, SAP, Business Relationship...
Education
CFA Institute 2014 — 2014
Chartered Financial Analyst, Level 1
Institute of Chartered Professional Accountants of Ontario
Chartered Professional Accountant
Certified Management Accountants of Ontario 2010 — 2013
CMA, Accounting
Ryerson University 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting
Lawrence Lucero's State Street Experience August 2005 - December 2012
Job Accounting Supervisor at Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators January 2013 - Present
State Street August 2005 - December 2012
Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Fund Administration, Accounting, Finance, Financial Reporting, Private Equity, Microsoft Excel, Financial Analysis, Financial Modeling, Alternative Investments, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor's degree, Accounting
Broadscope Fund Administrators January 2013 - Present
State Street August 2005 - December 2012
Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Fund Administration, Accounting, Finance, Financial Reporting, Private Equity, Microsoft Excel, Financial Analysis, Financial Modeling, Alternative Investments, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor's degree, Accounting
Rajiv Kaushal, CPA, CMA's State Street Experience February 2010 - December 2011
Job Consultant at First Derivatives
Industry Capital Markets
Experience
First Derivatives April 2014 - Present
Capco January 2013 - April 2014
Fidessa December 2011 - December 2012
State Street February 2010 - December 2011
Skills
Derivatives, Accounting, Trading, Bloomberg, Data Analysis, Equities, Excel, Hedge Funds, Business Analysis, Word, Trading Systems, Microsoft Office, Microsoft Excel, Derivative Operations, Analysis, Microsoft Word, Capital Markets, Finance, Financial Analysis
Education
CMA 2011 — 2013
CMA, Accounting
Ryerson University 2005 — 2009
BComm, Marketing, Finance
First Derivatives April 2014 - Present
Capco January 2013 - April 2014
Fidessa December 2011 - December 2012
State Street February 2010 - December 2011
Skills
Derivatives, Accounting, Trading, Bloomberg, Data Analysis, Equities, Excel, Hedge Funds, Business Analysis, Word, Trading Systems, Microsoft Office, Microsoft Excel, Derivative Operations, Analysis, Microsoft Word, Capital Markets, Finance, Financial Analysis
Education
CMA 2011 — 2013
CMA, Accounting
Ryerson University 2005 — 2009
BComm, Marketing, Finance
Rami Guirguis B.Comm, MBA, CIM's State Street Experience 1998 - 2002
Job Investment, Financial Planning & Tax Professionals
Industry Financial Services
Experience
LeaderLane Financial Group 2011 - Present
STM Financial Group February 2013 - Present
ESI Wealth Management 2009 - 2011
Potter & Partners 2008 - 2009
Scotiabank 2007 - 2008
CIBC 2002 - 2007
State Street 1998 - 2002
Skills
Wealth Management..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Financial Planners, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Bonds, Portfolio Management, Equities, Asset Managment, Financial Analysis, Financial Services, Asset Allocation, Retirement, Banking, Finance, Asset Management
Education
Canadian Securities Institute (CSI) 2010 — 2011
Canadian Investment Manager (CIM), Investment Portfolio Management
Wilfrid Laurier University 2003 — 2006
Masters of Business Administration, Financial Management
Ryerson University 1994 — 1997
Bachelor of Commerce, Management & Enterprise Development
LeaderLane Financial Group 2011 - Present
STM Financial Group February 2013 - Present
ESI Wealth Management 2009 - 2011
Potter & Partners 2008 - 2009
Scotiabank 2007 - 2008
CIBC 2002 - 2007
State Street 1998 - 2002
Skills
Wealth Management..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Financial Planners, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Bonds, Portfolio Management, Equities, Asset Managment, Financial Analysis, Financial Services, Asset Allocation, Retirement, Banking, Finance, Asset Management
Education
Canadian Securities Institute (CSI) 2010 — 2011
Canadian Investment Manager (CIM), Investment Portfolio Management
Wilfrid Laurier University 2003 — 2006
Masters of Business Administration, Financial Management
Ryerson University 1994 — 1997
Bachelor of Commerce, Management & Enterprise Development
Ayaz Hussain's State Street Experience April 2007 - March 2008
Job Portfolio Accountant Global Investments & Integration Services at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
Gregory Naeseth's State Street Experience 2000 - 2002
Job Studio Assistant
Industry Photography
Experience
Steve McCurry Studios LLC January 2011 - Present
Japanese International Education Center 2008 - 2010
Interac 2003 - 2008
Kanegasaki Board of Education (JET Programme) 2002 - 2003
State Street 2000 - 2002
Education
Rutgers University-New Brunswick 1993 — 1998
BA
Steve McCurry Studios LLC January 2011 - Present
Japanese International Education Center 2008 - 2010
Interac 2003 - 2008
Kanegasaki Board of Education (JET Programme) 2002 - 2003
State Street 2000 - 2002
Education
Rutgers University-New Brunswick 1993 — 1998
BA
Brian Lawrie's State Street Experience 2011 - Present
Job Managing Partner at Willowbrook Partners LLP
Industry Financial Services
Experience
State Street 2011 - Present
Willowbrook Partners LLP June 2010 - Present
Navesink Fine Homebuilding LLP April 2004 - Present
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
State Street 2011 - Present
Willowbrook Partners LLP June 2010 - Present
Navesink Fine Homebuilding LLP April 2004 - Present
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
Janice Fojas's State Street Experience May 2010 - December 2010
Job Manager, Investor Relations at The Citco Group of Companies
Industry Financial Services
Experience
The Citco Group of Companies October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services December 2010 - December 2012
State Street May 2010 - December 2010
State Street June 2008 - May 2010
Toronto City Summit Alliance 2007 - 2008
BMO Capital Markets 2006 - 2008
Skills
Investor Relations, Compliance, Reports, Account Reconciliation, Account Management, Global Client Management, Microsoft Excel, Due Diligence, Corporate Communications, Spatial Analysis, GIS, Financial Services, Client Services, Relationship Management, Fund Administration
Education
University of Toronto 2004 — 2008
Honours Bachelor of Arts, Urban Economic and Social Geography
Ryerson University
Certificate in Applied Digital Geography and GIS, Geographic Information Science and Cartography
St. Robert Catholic High School 2000 — 2004
The Citco Group of Companies October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services December 2010 - December 2012
State Street May 2010 - December 2010
State Street June 2008 - May 2010
Toronto City Summit Alliance 2007 - 2008
BMO Capital Markets 2006 - 2008
Skills
Investor Relations, Compliance, Reports, Account Reconciliation, Account Management, Global Client Management, Microsoft Excel, Due Diligence, Corporate Communications, Spatial Analysis, GIS, Financial Services, Client Services, Relationship Management, Fund Administration
Education
University of Toronto 2004 — 2008
Honours Bachelor of Arts, Urban Economic and Social Geography
Ryerson University
Certificate in Applied Digital Geography and GIS, Geographic Information Science and Cartography
St. Robert Catholic High School 2000 — 2004
Bruce Eason's State Street Experience August 1998 - November 2004
Job Financial Professional
Industry Financial Services
Experience
Safety Insurance January 2011 - July 2011
Columbia Management October 2005 - April 2009
State Street August 1998 - November 2004
Education
Saint Anselm College 1981 — 1985
Bachelors, Business & Economics
Safety Insurance January 2011 - July 2011
Columbia Management October 2005 - April 2009
State Street August 1998 - November 2004
Education
Saint Anselm College 1981 — 1985
Bachelors, Business & Economics
Peter Diamantakos's State Street Experience May 2004 - August 2004
Job Corporate Data Analyst at Postmedia Network Inc.
Industry Financial Services
Experience
Postmedia Network Inc. January 2007 - Present
Refco May 2005 - August 2005
State Street May 2004 - August 2004
Skills
Business Analysis, Project Management, Analysis, Portfolio Management, Financial Analysis, Investments, Microsoft Excel, Capital Markets
Education
Ryerson University 2002 — 2006
Bachelor of Commerce, Finance
Postmedia Network Inc. January 2007 - Present
Refco May 2005 - August 2005
State Street May 2004 - August 2004
Skills
Business Analysis, Project Management, Analysis, Portfolio Management, Financial Analysis, Investments, Microsoft Excel, Capital Markets
Education
Ryerson University 2002 — 2006
Bachelor of Commerce, Finance
Shajia Khatri's State Street Experience July 2015 - Present
Job Corporate Actions Specialist at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
Best Buy Canada April 2015 - June 2015
Ryerson University September 2014 - December 2014
Starbucks March 2012 - September 2014
Grow Your Wealth May 2014 - August 2014
Skills
Time Management, Teamwork, Data Entry, Customer Service, PowerPoint, Leadership, Data Analysis, Product Development, Microsoft Office, Microsoft Word, Team Leadership, Social Networking, Microsoft Excel, Public Speaking, Social Media, Photoshop, Retail, Microsoft Project, SSPS, Rotman's Portfolio..., Rotman's Interactive...
Education
Ryerson University 2012 — 2014
Bachelor's Degree, Finance
Chartered Financial Analyst (CFA) Level 1 Candidate
State Street July 2015 - Present
Best Buy Canada April 2015 - June 2015
Ryerson University September 2014 - December 2014
Starbucks March 2012 - September 2014
Grow Your Wealth May 2014 - August 2014
Skills
Time Management, Teamwork, Data Entry, Customer Service, PowerPoint, Leadership, Data Analysis, Product Development, Microsoft Office, Microsoft Word, Team Leadership, Social Networking, Microsoft Excel, Public Speaking, Social Media, Photoshop, Retail, Microsoft Project, SSPS, Rotman's Portfolio..., Rotman's Interactive...
Education
Ryerson University 2012 — 2014
Bachelor's Degree, Finance
Chartered Financial Analyst (CFA) Level 1 Candidate
Ankit Oza's State Street Experience March 2013 - July 2014
Job Assistant Vice President at State Street
Industry Banking
Experience
State Street March 2013 - July 2014
Citigroup Inc September 2012 - February 2013
PwC May 2010 - August 2012
PwC October 2008 - May 2010
Merrill Lynch May 2007 - October 2008
Merrill Lynch December 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Access, Microsoft Access, Microsoft Outlook, SAP, Outlook, Microsoft Visio, Lotus Notes, DTCC, Mark-It, Thomson Reuters, SNL, Bridge, Morningstar, 10K Wizard, SQL, Finance, Risk Management, Analysis, Bloomberg, Financial Reporting, Financial Analysis, Investments, Financial Services, Business Analysis, Paladyne, Tableau, Cognos, Accounting
Education
Rutgers University 2005 — 2010
Bachelor's of Science, Finance
State Street March 2013 - July 2014
Citigroup Inc September 2012 - February 2013
PwC May 2010 - August 2012
PwC October 2008 - May 2010
Merrill Lynch May 2007 - October 2008
Merrill Lynch December 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Access, Microsoft Access, Microsoft Outlook, SAP, Outlook, Microsoft Visio, Lotus Notes, DTCC, Mark-It, Thomson Reuters, SNL, Bridge, Morningstar, 10K Wizard, SQL, Finance, Risk Management, Analysis, Bloomberg, Financial Reporting, Financial Analysis, Investments, Financial Services, Business Analysis, Paladyne, Tableau, Cognos, Accounting
Education
Rutgers University 2005 — 2010
Bachelor's of Science, Finance
Adam Boudreau's State Street Experience August 1996 - February 2006
Job Assistant Vice President, Technology Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2006 - Present
State Street August 1996 - February 2006
Skills
Mutual Funds, Fund Accounting, Product Management, Business Analysis, Client Service, Financial Services, Client Services, Securities, Asset Management, Corporate Actions, Alternative Investments
Education
Saint Anselm College 1992 — 1996
Brown Brothers Harriman March 2006 - Present
State Street August 1996 - February 2006
Skills
Mutual Funds, Fund Accounting, Product Management, Business Analysis, Client Service, Financial Services, Client Services, Securities, Asset Management, Corporate Actions, Alternative Investments
Education
Saint Anselm College 1992 — 1996
Chris Pflanz's State Street Experience September 2013 - Present
Job Structured Trust Administrator at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
Granite Telecommunications August 2012 - August 2013
Ameriprise Financial Services, Inc. August 2011 - June 2012
WTS Proprietary Trading Group, LLC June 2011 - August 2011
GateHouse Media New England May 2010 - August 2010
Education
Saint Anselm College 2008 — 2012
BA, Financial Economics, 3.0
State Street September 2013 - Present
Granite Telecommunications August 2012 - August 2013
Ameriprise Financial Services, Inc. August 2011 - June 2012
WTS Proprietary Trading Group, LLC June 2011 - August 2011
GateHouse Media New England May 2010 - August 2010
Education
Saint Anselm College 2008 — 2012
BA, Financial Economics, 3.0
Linda Estrella's State Street Experience 1998 - 2009
Job Accountant Team Lead
Industry Accounting
Experience
Yorktel October 2012 - Present
Accounting Principals April 2012 - September 2012
State Street 1998 - 2009
Chubb Insurance April 1996 - April 1998
CNA Insurance May 1989 - April 1996
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting
Yorktel October 2012 - Present
Accounting Principals April 2012 - September 2012
State Street 1998 - 2009
Chubb Insurance April 1996 - April 1998
CNA Insurance May 1989 - April 1996
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting
Faisal Ahsan's State Street Experience August 2015 - Present
Job Human Resources Professional
Industry Human Resources
Experience
State Street August 2015 - Present
Deloitte Canada May 2015 - August 2015
Quantum Technology Recruiting May 2014 - April 2015
LM Staffing International April 2014 - May 2014
Ryerson University August 2013 - April 2014
Boxpilot December 2011 - July 2013
Ryerson University October 2012 - November 2012
Skills
Recruiting, Training, Social Media, Time Management, Human Resources, Team Leadership, Microsoft Office, Research, Teamwork, Database Administration, Event Management, Employee Relations, Project Management, Vendor Management, Sourcing, Networking, Talent Acquisition, Interviews
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom)
University of Waterloo 2012 — 2012
Social Media for Business Performance Certificate
University of Waterloo 2014 — 2014
Professional Development Certification, Introduction to Oracle Database Management
Manarat Al-Riyadh International School 2002 — 2008
State Street August 2015 - Present
Deloitte Canada May 2015 - August 2015
Quantum Technology Recruiting May 2014 - April 2015
LM Staffing International April 2014 - May 2014
Ryerson University August 2013 - April 2014
Boxpilot December 2011 - July 2013
Ryerson University October 2012 - November 2012
Skills
Recruiting, Training, Social Media, Time Management, Human Resources, Team Leadership, Microsoft Office, Research, Teamwork, Database Administration, Event Management, Employee Relations, Project Management, Vendor Management, Sourcing, Networking, Talent Acquisition, Interviews
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom)
University of Waterloo 2012 — 2012
Social Media for Business Performance Certificate
University of Waterloo 2014 — 2014
Professional Development Certification, Introduction to Oracle Database Management
Manarat Al-Riyadh International School 2002 — 2008
Rathika Nathan's State Street Experience January 2006 - November 2010
Job Account Manager
Industry Investment Management
Experience
Jonas Software September 2015 - Present
Toogood Financial Systems January 2011 - 2015
State Street January 2006 - November 2010
State Street July 2005 - January 2006
CIBC - Global Deposits and Payments October 2002 - July 2005
Intria Items Inc January 2000 - October 2002
Towers Perrin January 2001 - June 2002
Education
Ryerson University 1994 — 1999
Bachelor of Business Management, Accounting and Finance
Jonas Software September 2015 - Present
Toogood Financial Systems January 2011 - 2015
State Street January 2006 - November 2010
State Street July 2005 - January 2006
CIBC - Global Deposits and Payments October 2002 - July 2005
Intria Items Inc January 2000 - October 2002
Towers Perrin January 2001 - June 2002
Education
Ryerson University 1994 — 1999
Bachelor of Business Management, Accounting and Finance
Giuseppe Spano's State Street Experience March 2011 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
State Street March 2011 - September 2013
BNY Mellon December 2009 - March 2011
UBS October 2006 - December 2008
Skills
Portfolio Management, Account Reconciliation, Fixed Income, Trading, Accounts Payable, Access, Banking, Accounting, Client Services, Corporate Actions, Internal Audit, Back Office, Management, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
Bachelor's degree, Finance, General
State Street March 2011 - September 2013
BNY Mellon December 2009 - March 2011
UBS October 2006 - December 2008
Skills
Portfolio Management, Account Reconciliation, Fixed Income, Trading, Accounts Payable, Access, Banking, Accounting, Client Services, Corporate Actions, Internal Audit, Back Office, Management, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
Bachelor's degree, Finance, General
Kathleen Keeler's State Street Experience August 2014 - December 2014
Job Program Manager at Center for Community Health & WellBeing, Inc.
Industry
Experience
Center for Community Health & Well-Being, Inc. December 2014 - Present
State Street August 2014 - December 2014
IHOP October 2010 - August 2012
West Coast Bass March 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Oral & Written..., Time Management, Organizational..., Collaboration Tools, Highly Dedicated
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Managerial Economics
Sacramento City College 2009 — 2012
Center for Community Health & Well-Being, Inc. December 2014 - Present
State Street August 2014 - December 2014
IHOP October 2010 - August 2012
West Coast Bass March 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Oral & Written..., Time Management, Organizational..., Collaboration Tools, Highly Dedicated
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Managerial Economics
Sacramento City College 2009 — 2012
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.