State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Stapleton Enterprises August 2008 - Present
QuickKnitted January 1999 - Present
State Street January 1997 - December 1999
Skills
Fiction, Books, Novels, Book Reviews, Freelance Writing, Published Author, Memoir, Short Stories, Creative Non-fiction, Non-fiction, Fiction Writing, Ghostwriting, Poetry, Manuscript, Ebooks, Literature, Science Fiction, Trajectory Optimization, Writing, Publishing, Creative Writing, Teaching, Natural Horsemanship, Team Synergy, Storytelling, Customer Service, Microsoft Word, Research, Public Speaking, Microsoft Excel
Education
Southwestern Oklahoma State University 1985 — 1987
Bachelor of Applied Science (BASc), Computer Science
Sayre High School 1980 — 1983
Kyma Med Spa March 2012 - August 2013
Skin Deep Laser Services Inc. November 2010 - August 2011
UndoATattoo.com October 2010 - August 2011
mktg April 2010 - March 2011
ColoSpace, Inc. March 2010 - October 2010
State Street March 2006 - October 2009
J Derenzo September 2005 - March 2006
Skills
Tattoo Removal, IPL, Laser Hair Removal, Sales, Trade Shows, Event Planning, Time Management, Microsoft Excel, Salesforce.com, Negotiation, Laser, Customer Service, Eyelash Extensions, Skin, Sales Operations
Education
Southern New Hampshire University 2005 — 2012
Master of Science (MS)
National Laser Institute 2010 — 2010
Certified Laser Technician
Southern New Hampshire University 2000 — 2004
Business Administration
State Street December 2013 - June 2014
State Street May 2010 - November 2013
State Street May 2008 - April 2010
Washington Mutual Bank September 2007 - January 2008
UBS February 2007 - June 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Investments, Banking, Risk Management, Analysis, Business Analysis, Data Analysis, Microsoft Office, Corporate Finance, PowerPoint, Financial Reporting, Accounting, Microsoft Word, Finance
Education
Suffolk University 2012 — 2013
Master of Science (MSc), Financial Services and Banking
Southern New Hampshire University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Assumption University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Avondale college 1998 — 2002
High School Diploma, General Studies
CalPERS May 2015 - Present
State Street November 2014 - May 2015
JPMorgan Chase May 2011 - April 2014
JPMorgan Chase December 2005 - April 2011
Wells Fargo Bank September 2004 - November 2005
Skills
Loans, Banking, Mortgage Lending, Retail Banking, Branch Management, Sales, Financial Services, Mortgage Banking, Finance, Refinance, Branch Banking, Residential Mortgages, Customer Service, Relationship Management, Financial Analysis, FHA, Credit
Education
Southern New Hampshire University 2015 — 2016
Master’s Degree, Corporate Finance
DeVry University-California 2000 — 2003
Bachelor of Science, Business Administration
Broadridge Financial Solutions April 2013 - Present
State Street August 2007 - January 2013
TD May 2004 - August 2007
Deutsche Bank July 2003 - May 2004
AIG September 2002 - May 2003
Arthur Andersen LLP August 2000 - May 2002
Skills
PeopleSoft, Workday, Oracle, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
State University of New York College at Oswego
Bachelor of Science (BS), Human Resources Management
State Street March 2015 - Present
State Street May 2013 - March 2015
State Street February 2012 - May 2013
Missouri State Auditor's Office June 2011 - January 2012
State Street June 2010 - July 2010
Skills
Financial Reporting, Auditing, Accounting, Financial Statements, Financial Accounting, General Ledger, Financial Analysis, GAAP
Education
Southwest Baptist University 2007 — 2011
Bachelors of Science, Accounting
GlobalCollect September 2014 - Present
Visa October 2012 - September 2014
Visa December 2010 - September 2012
State Street December 2009 - December 2010
TD Canada Trust April 2007 - December 2009
SpiralFrog.com January 2008 - July 2008
Centre for Information and Community Services May 2006 - September 2006
Skills
Financial Analysis, Analytics, Investments, Finance, Market Research, Business Development, Analysis, Credit Cards, Payments, Contactless Payments, Electronic Payments, Microsoft Excel, Access, Forecasting, Management, Business Analysis, Strategy, Leadership
Education
University of Toronto 2005 — 2009
BBA, Management
Stanford University
State Street August 2013 - October 2014
Antaeus Capital, Inc. June 2012 - August 2013
Pamir Law Group 2009 - 2009
Pircher, Nichols & Meeks November 2005 - July 2007
Skills
Bloomberg, Fixed Income, Market Analysis, Equities, Securities, Corporate Action, Comparative Market..., Business Analysis, Due Diligence, Microsoft Office, Data Analysis, Mutual Funds, Research, Microsoft Excel, Fund Accounting, Derivatives, Investments, Equity Valuation, Middle Office, Financial Markets, Bloomberg Terminal, Equity Research, Cross-functional...
Education
University of the Pacific - McGeorge School of Law 2007 — 2010
Juris Doctor (J.D.), Law
Stanford University
Strategic Decision and Risk Management (SDRM) Certificate Program, In Progress
Pinnergy August 2014 - Present
Baker Hughes October 2012 - March 2014
Northland Securities March 2012 - October 2012
RBC Capital Markets November 2010 - March 2012
IHS May 2009 - October 2010
Baer Engineering and Environmental Consulting, Inc. January 2008 - May 2009
State Street February 2007 - December 2007
TRC August 2006 - February 2007
Caucasus Seismic Information Network April 2006 - July 2006
Skills
Upstream, Equity Research, Valuation, Natural Gas, Financial Modeling, Data Analysis, Petroleum, Analytics, Energy, Geology, Data Management, GIS, Earth Science, Business Strategy, Reserve Analysis, Investments, Capital Markets, Market Research, Series 7, Mergers, Oil, Big Data Analytics, CRM Integration, Oilfield Water..., Well Economics, Macroeconomics, Mergers
Education
Boston College 2005 — 2007
MS (candidate), Geophysics
State University of New York at New Paltz 2001 — 2005
BS, Geology; Minor, Mathematics
Brebeuf Jesuit Preparartory, Indianapolis
Diploma
State Street October 2014 - Present
Tulley BMW May 2014 - October 2014
The Omerta Group January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, FileFinder, Microsoft Office, Market Access, Visio, Bloomberg, Financial Markets, Commodity, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Resource Economics with a concentration in Managerial Economics
Southern New Hampshire University
Master of Business Administration (MBA)
State Street March 2010 - Present
In Transition January 2010 - March 2010
PerkinElmer LAS March 2009 - December 2009
Fidelity Investments January 2008 - February 2009
Fidelity Investments May 2001 - January 2008
SRC Corp January 1998 - January 2001
Shawmut National Corp January 1992 - January 1995
The Boston Company January 1988 - January 1993
Skills
Process Improvement, {], Software Project..., Team Leadership, Lean Management, Strategic Consulting, Managerial Finance, Strategic Planning, Outsourcing Management, Purchase Management, Change Management, Business Analysis, Project Management, Program Management, Six Sigma, Cross-functional Team..., Business Process..., Vendor Management, Management
Education
State University of New York College at Plattsburgh 1978 — 1982
BS, Business, Accounting
WealthWise Partners, LLC June 2015 - Present
MFS Investment Management October 2008 - June 2015
State Street May 2007 - October 2008
Skills
Mutual Funds, Portfolio Management, Series 7, Indexed Annuities, ETFs, Equity Indexed Annuities, Investment Strategies, 401k, International Investment, Capital Markets, Fixed Annuities, Fixed Income Strategies, Charitable Gift..., Alternative Investments, Retirement Plan..., Variable Annuities, Trading, Asset Allocation, Income Protection, Fixed Income Analysis, Corporate Benefits
Education
Saint Lawrence University 2002 — 2006
Bachelor's degree, Economics and Spanish
Colegio Mayor Isabél de España 2005 — 2005
Spanish Language and Literature
Thayer Academy 1998 — 2002
State Street April 1999 - Present
Skills
Securities, Asset Management, FX, Risk, Corporate Actions, Reconciliation, Fixed Income, Equities, Process Improvement, Risk Management, Client Service, Customer Relations, Excel, Operations Management, Change Management, Due Diligence, Financial Reporting, Back Office, Investment Banking, Global Custody, Middle Office, Settlements, Mutual Funds, SWIFT, Investment Operations, Operational Risk, Trading Systems, Operational Risk..., Bloomberg, Banking, Business Process..., Financial Markets, Portfolio Management, Investment Management, Cash Management, Asset, Trading, Relationship Management, Fund Accounting, Emerging Markets, Fund Administration, Financial Services, Collateral Management, Hedge Funds, Investments, Securities Lending, Client Services, Financial Risk, Settlement, Microsoft Excel
Education
State University of New York College at Buffalo
BS, Dietetics and Clinical Nutrition Services
State Street Bank June 2014 - Present
State Street June 2012 - June 2014
At Your Service Staffing 2010 - 2013
State Street May 2010 - June 2012
VHG Labs INC. October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2008 - June 2008
Skills
Investments, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, Bloomberg, PowerPoint, Accounting, Asset Managment, Fund Of Funds, Fund Accounting, Financial Services, Valuation, Access, Leadership, Portfolio Management, Alternative Investments, Auditing, Management, Securities, Invoicing, Forecasting, Derivatives, Training, Finance, Financial Accounting, Risk Management, Analysis, Managerial Finance, Accounts Payable, Cash Management, Fixed Income, Strategic Planning, Team Leadership, Fund Administration, Equities, Banking, Strategic Financial..., Global Custody, Budgets, QuickBooks, ETFs, Corporate Actions, Peachtree
Education
Southern New Hampshire University 2008 — 2010
Master's of Business Administration, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration
State Street October 2009 - November 2014
eGourmet Solutions Inc. August 2009 - October 2009
TeleTech April 2009 - June 2009
United Group Associates September 2008 - January 2009
Bolivar Family Care Center June 2006 - September 2008
Skills
Fund Accounting, Fund Administration, Financial Analysis, Financial Reporting, Computer Maintenance, Computer Repair, Corporate Actions, Account Reconciliation, Accounting, Bloomberg, Furniture Assembly, Strategy
Education
University of Missouri-Kansas City 2011 — 2013
Chemistry, 3.2 GPA on a 4.0 scale
Southwest Baptist University 2004 — 2008
Bachelor's degree, Business Administration with a concentration in Economics and Finance, 3.257 GPA on a 4.0 scale
State Street July 2015 - Present
Landmark Management Inc. June 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Research
Education
St. Lawrence University 2011 — 2015
Bachelor's degree, Honors in Economics, Magna Cum Laude
State Street May 2015 - Present
State Street March 2014 - Present
Del's Lemonade May 2011 - Present
St. Lawrence University August 2009 - May 2013
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Research, Microsoft Word, Facebook, Social Media, Event Planning, Photoshop, Blogging, Fundraising, Customer Service, Outlook, Teamwork, Social Media Marketing
Education
St. Lawrence University 2009 — 2013
Economics
Berkshire School 2005 — 2009
St. Lawrence University
TIAA-CREF November 2014 - Present
Merrill Lynch May 2014 - October 2014
PHH Mortgage July 2012 - April 2014
State Street June 2011 - June 2012
Skills
Investments, Financial Analysis, Portfolio Management, Financial Services, Securities, Series 7, Series 63, Mortgage Lending
Education
St. Cloud State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Citi May 2012 - Present
Morgan Stanley January 2011 - July 2011
State Street June 2010 - August 2010
NCB Capital July 2009 - August 2009
Goldman Sachs May 2008 - June 2008
The Saudi National Commercial Bank May 2007 - May 2007
Citibank April 2006 - April 2006
Kumon October 2005 - January 2006
Skills
Equities, Financial Modeling, Trading, Equity Research, VBA, Hedge Funds, Banking, Risk Management, Quantitative Analytics, Strategy, Analysis, Capital Markets, Corporate Finance, Bloomberg, Valuation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2012
MBA, Finance & Corporate Accounting
Stella Maris College 2006 — 2009
B.Com. (Finance), Accountancy, Statistics, Finance, Business, Mathematics, Money and Capital Markets
The Indian School 2002 — 2006
High School, Business Studies, Accountancy, Statistics, Economics, Mathematics, English
Sacred Heart School
CCH Trust US, a Wolters Kluwer business September 2013 - June 2015
Informa Investment Solutions 2012 - 2013
Wells Fargo Advisors 2011 - 2012
CLS Investments, LLC 2008 - 2009
Feldman Securities Group, LLC 2007 - 2008
Feldman Securities Group, LLC 2004 - 2007
SunGard Financial Systems 2003 - 2004
Feldman Securities Group, LLC 2000 - 2003
State Street 1998 - 2000
Skills
Strategic Selling Skills, Managing Complex Sales, Solution Selling, Consultative Sales..., Superior Client Service, Key Account Acquisition..., Strategic Relationships, Miller-Heiman Strategic..., Relationship..., National Account..., Pipeline Management, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Risk Management, Negotiation, Banking, Relationship Management, ETFs, Account Management, SaaS, Separately Managed..., Investment Advisory, Series 63, Financial Risk, Asset Managment, Software Solution Sales, Performance Measurement, IT Outsourcing, Outsourcing, Series 65, Client Services, Proposal Generation, Global Custody, Registered Investment..., Front to Back Office, SPIN Selling, Sales Management
Education
State University of New York College at Plattsburgh
BA, Economics
Entergy Nuclear February 2014 - Present
DelGuidice Enterprises® January 2012 - February 2014
UnsubCentral June 2010 - November 2011
Redbrick Capital Management, L.P. November 2006 - October 2008
HarbourVest Partners March 2005 - March 2006
Standish Mellon Asset Management 1998 - March 2005
State Street 1997 - 1998
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Email Marketing, Digital Marketing, Inside Sales, Digital Media, Salesforce.com, Trading, CRM, Private Equity, Financial Analysis, Venture Capital, Performance Analysis, Strategy, Due Diligence
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business-Economics
State Street April 2013 - Present
State Street February 2011 - April 2013
State Street Global Markets January 2010 - January 2011
United Nations October 2009 - January 2010
Deutsche Bank May 2008 - August 2008
Bare Escentuals October 2006 - May 2008
State Street Global Markets May 2007 - August 2007
Skills
Mutual Funds, Microsoft Excel, Management, Trading, Credit Analysis, Financial Analysis, Investments, Budgets, Fixed Income, Bloomberg, Financial Modeling, Business Analysis, Access, Cash Management, FX Options
Education
Spelman College 2005 — 2009
BA Hons., Economics
BNY Mellon 2013 - Present
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
JP Morgan 1999 - 2007
Lincoln Medical and Mental Health Center 1997 - 1998
State Street 1989 - 1997
Education
University of Phoenix
St. Francis College
Levine, Caufield, Martin & Goldberg, P.C September 2013 - Present
Abrams Little-Gill Loberfeld PC January 2013 - April 2013
State Street June 2011 - January 2013
SNHU Volunteer Income Tax Association January 2012 - April 2012
Pepper Dining - Chili's July 2007 - July 2011
New York Life Insurance Company June 2010 - April 2011
Skills
Account Reconciliation, Financial Statements, General Ledger, Mutual Funds, Cash, Tax Preparation, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, XCM Workflow, Bloomberg Terminal, Public Speaking, QuickBooks, Customer Service, Accounting, Financial Analysis, Auditing, Finance, Tax, Internal Controls, Accruals, GAAP, Tax Returns
Education
Southern New Hampshire University 2012 — 2015
Master of Science, Accounting
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Accounting & Finance
Manchester Memorial High School 2004 — 2007
High School Diploma, Finance, General
ThinkingPhones March 2015 - Present
Signiant November 2014 - March 2015
Signiant December 2013 - November 2014
Consumer United January 2013 - December 2013
State Street December 2011 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Sales, Business Development, Microsoft Word, Warm Calling, CCP, Access, Investment Management, SaaS, Lead Generation, Social Media, Customer Service, CRM, Marketing, Leadership, Time Management, Salesforce.com, Derivatives, Swaps, Interest Rate Swaps, Bloomberg, SWIFT messaging, UCaaS
Education
Springfield College 2007 — 2011
Bachelor of Arts (B.A.), Finance, Marketing
Lighthouse Consulting Group Inc. December 2014 - Present
America's Hometown March 2014 - Present
Tri-Mont Engineering, Co. March 2014 - December 2014
State Street June 2013 - February 2014
The Chef's Table May 2012 - June 2013
Coler & Colantonio, Inc. - a CHA company August 2007 - August 2011
Skills
Event Planning, Hospitality, PowerPoint, Event Management, Teamwork, Leadership, Customer Service, Hospitality Management, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Hotels, Lotus Notes, QuickBooks, Project Management, Project Planning
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science (B.S.), Hospitality / Event Planning
State Street May 2011 - Present
Education
St. Cloud State University 2007 — 2010
GE Oil & Gas January 2015 - Present
Kiva Systems January 2014 - December 2014
Accountemps October 2013 - January 2014
State Street August 2011 - October 2013
Sikorsky Aircraft September 2008 - August 2011
Northwest CT YMCA July 2007 - September 2008
New Britain Rock Cats Baseball Club May 2006 - September 2006
Skills
Sales, Analysis, Financial Analysis, Banking, Strategic Planning, Budgets, Business Development, Business Analysis, Business Strategy, Leadership, Negotiation, Project Management, Marketing Strategy, Product Development, Microsoft Office, Microsoft Excel, Management, Strategic Marketing, Syteline ERP, Business Intelligence, Agile Methodologies, Business Planning, Forecasting, Lean Manufacturing, Process Improvement, Manufacturing, Six Sigma, Earned Value Management, Logistics, Continuous Improvement
Education
University of New Haven 2009 — 2010
Masters; MBA, Marketing, Finance, Operations
Springfield College 2003 — 2007
Bachelors of Science, Recreation Management; Business Management, Economics
Naugatuck High School
Balter Capital Management, LLC April 2015 - Present
Balter Liquid Alternatives, LLC April 2015 - Present
Balter Capital Management, LLC March 2014 - March 2015
Balter Liquid Alternatives, LLC March 2014 - March 2015
PanAgora Asset Management July 2010 - March 2014
State Street June 2008 - July 2010
Skills
Mutual Funds, Hedge Funds, Bloomberg, Investments, Alternative Investments, Fixed Income
Education
Saint Lawrence University 2004 — 2008
B.S., Economics, Mathematics
Bellingham High School
Avanade October 2013 - Present
Zen InfoTech September 2008 - October 2013
Amgen March 2011 - September 2013
Philips Respironics October 2010 - March 2011
Credit Suisse October 2008 - October 2010
Cambridgesoft April 2007 - September 2008
Proteans Software Solutions September 2006 - September 2008
Proteans Software Solutions January 2007 - March 2007
CareAnyware September 2006 - January 2007
State Street June 2004 - September 2006
Skills
Microsoft CRM, MS CRM 2011, Databases, Business Analysis, Agile Methodologies, ASP.NET, Web Services, Oracle, Microsoft SQL Server, .NET, PL/SQL, C#, XML, Scribe Insight, JScript, SharePoint, Unix, Software Development, Java, Integration, UML, Shell Scripting, Software Documentation, Business Process, MySQL, Data Warehousing, Software Project..., CRM, Requirements Gathering, SDLC, User Acceptance Testing, WCF, Business Intelligence, HTML, Analysis, ETL, WPF, DB2, SOA, Scrum, VB.NET, Silverlight, T-SQL, SSRS, Solution Architecture, XSLT, Struts, SSIS, Data Migration, Database Design
Education
Sri Sathya Sai Institute of Higher Learning 1999 — 2004
Masters of Science, Mathematics with specialization in Computer Science
State Street October 2010 - Present
State Street June 2005 - October 2010
State Street May 1999 - June 2005
Skills
Mutual Funds, Software Documentation, Bloomberg, Fixed Income, Equities, Asset Managment, Foreign Exchange, Financial Analysis, Global Custody, Options, Corporate Actions, DTC, Asset Management, Securities, Financial Services, Bonds, Derivatives, Risk Management
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), International Finance
Southern New Hampshire University 2010 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Commonwealth Financial Network August 2013 - Present
Mid Atlantic Capital Group January 2009 - August 2013
First Allied Securities May 2005 - January 2009
Mutual Service Corporation/Pacific Life July 2003 - May 2005
Medline Industries 2002 - 2003
Ivy Funds 1999 - 2002
State Street August 1998 - October 1999
South Seas Resorts March 1997 - June 1998
Marriott Hotels September 1993 - March 1997
Skills
Series 7, Mutual Funds, Investments, Series 63, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Retirement, Asset Allocation, Asset Managment, Financial Advisory, Portfolio Management, Strategic Financial..., Recruiting, Asset Management, Drinking Water, Securities, ETFs, Sales, Strategic Planning, Finance, Financial Services, Series 6
Education
Southern New Hampshire University 1989 — 1993
BS, Hotel and Business Management
Saint Dominic High School
Santander Bank, N.A. June 2015 - Present
Sun Life Financial May 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
Plymouth Rock Assurance May 2011 - May 2012
State Street October 2007 - May 2011
Fidelity Investments October 1997 - October 2007
Skills
Business Continuity, Risk Management, Incident Management, Business Continuity..., Disaster Recovery, Emergency Management, Information Security..., ITIL, Information Security, Financial Risk, Risk Assessment, ISO 27001, Enterprise Risk..., Program Management, Vendor Management
Education
Springfield College 1988 — 1993
Rue La La June 2009 - August 2015
State Street January 2008 - June 2009
MedVentive May 2002 - December 2007
Skills
Human Resources, Microsoft Office, Event Management, Forecasting, Administrative..., Customer Service, Office Management, Budgets, Management, Access, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Administrative..., Marketing, Social Media
Education
SUNY Fredonia 1993 — 1996
Political Science
Berkeley College of Business 1989 — 1991
AAS, Business Adminsitration
Georgetown University Grants & Development ManagerColumbia University in the City of New YorkJune 2012 - July 2015
SKDKnickerbocker July 2011 - July 2012
State Street June 2010 - June 2011
Alenia North America 2008 - October 2010
Skills
Media Relations, Press Releases, Social Media, Strategic Communications, Event Planning, Editing, Program Management, Research, Italian, Fundraising, Public Relations
Education
St. Mary's College of Maryland 2004 — 2008
BA, English, Political Science
Sidwell Friends
Voya 2006 - Present
State Street May 2005 - August 2005
Skills
Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Services, Securities, Financial Analysis, Series 6, Retirement Planning, Wealth Management, Retirement, Corporate Finance, IRAs
Education
Suffolk University - Sawyer School of Management 2010 — 2013
GMBA, International Finance
Southern New Hampshire University 2002 — 2006
B.S., Economics and Finance, Minor in International Business
College of Financial Planning
Designations earned, Certified Retirement Planning Counselor (CRPC) and Certified Mutual Fund Counselor (CMFC)
American Express August 2011 - Present
141 Industries October 2010 - Present
Planet Fitness October 2010 - September 2011
UBS Investment Bank September 2009 - October 2010
Q Collection June 2009 - September 2009
UBS Investment Bank June 2008 - August 2008
Wellington Management September 2005 - July 2007
Wellington Management January 2005 - September 2005
State Street September 2003 - December 2004
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
The Tuck School of Business at Dartmouth 2003 — 2003
Summer Bridge Program
Tufts University 1999 — 2003
BA, Economics/International Relations
Brooks School 1996 — 1999
Eagle Investment Systems June 2015 - Present
Eagle Investment Systems November 2010 - May 2015
Brown Brothers Harriman July 2004 - November 2010
State Street June 2002 - July 2004
Skills
Corporate Actions, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Middle Office, Hedge Funds, Back Office, Financial Services
Education
Southern New Hampshire University 2006 — 2010
Master of Business Administration (MBA)
UMass Dartmouth 1998 — 2002
Bachelor of Science (B.S.), Finance, General
State Street September 2015 - Present
StoneCastle Realtors June 2015 - Present
Keller Williams Realty West December 2014 - June 2015
DOI - Department of the Interior September 2011 - July 2014
Skills
Strategic Communications, Quantitative Research, Data Modeling, Computer Proficiency, Equity Trading, Microsoft Excel, Microsoft Office, PowerPoint, Research, Data Analysis, GIS, ArcGIS, Marketing, Microsoft Word, Marketing Strategy, Sales, Customer Service
Education
University of Missouri-Columbia 2010 — 2013
Bachelor of Science (BS), Agricultural & Applied Economics
St Charles Community College 2008 — 2010
Associate of Arts (AA), International Business/Trade/Commerce
Permal Capital Management November 2012 - Present
Permal Capital Management January 2009 - November 2012
State Street July 2007 - December 2008
Skills
Alternative Investments, Investran, Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Private Equity, Fund Of Funds, Investments, Financial Modeling, Valuation, Accounting
Education
St. Lawrence University 2003 — 2007
Bachelor's Degree, Economics, Mathematics, Applied Statistics
State Street Global Markets November 2008 - January 2013
State Street January 2008 - July 2008
National Grid August 2007 - December 2007
KeySpan May 2006 - June 2007
Skills
Financial Analysis, Relationship Management, Capital Markets, New Product..., Client Presentation, Operational Systems, Series 7, Series 63
Education
St. Francis College 2004 — 2007
BS
Univerzitet u Beogradu 1999 — 2003
BA
State Street September 2015 - Present
John Hancock Financial Services June 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Skills
Mutual Funds, Time Management, Equities, Statistical Modeling, Microsoft Excel, Bloomberg Terminal, Stata, Tax, Analysis, Financial Analysis, Social Networking, Accounting, Event Planning, Public Speaking, Microsoft Word, Business Analysis
Education
Saint Lawrence University 2009 — 2013
Bachelor of Science (B.S.), Math, Economics, & Statistics
Duxbury High School 2005 — 2009
Diploma
State Street June 2015 - Present
Southern New Hampshire University August 2013 - May 2015
Student Government Association April 2013 - May 2015
Southern New Hampshire University December 2012 - May 2015
State Street June 2014 - August 2014
Skills
Leadership, Critical Thinking, Teamwork, Time Management, PowerPoint, Social Networking, Facebook, Customer Service, Cash Handling Experience, YouTube, Team Leadership, Public Speaking, People Skills, Access, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Budget Management, Project Management, Team Management, Data Entry, Budgets
Education
Southern New Hampshire University 2015 — 2017
Master of Science (MS), Finance, Investments and Securities
Southern New Hampshire University 2012 — 2015
Bachelor of Science (B.S.), Business Administration
State Street August 2015 - Present
State Street Corporation May 2014 - Present
Melrose and Saugus YMCA April 2011 - September 2014
Lifeguard for Outdoor Swim Club, Winchester Country Club May 2012 - September 2012
SNHU Fitness Center September 2011 - May 2012
DeMoulas Market Basket October 2007 - May 2010
Skills
Accounting, Management, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, Leadership, Internal Controls, Financial Accounting, Bloomberg, Bookkeeping, Managerial Finance, Tax, Negotiation, Interpersonal..., Organizational..., Organizational..., Analytical Skills, Pricing, Teamwork, Strategic Planning, Marketing, Business Strategy, Business Process...
Education
University of Massachusetts Boston 2012 — 2015
Bachelor's Degree, Accounting
Southern New Hampshire University 2011 — 2012
Accounting
State Street May 2015 - August 2015
13th Judicial Circuit May 2014 - September 2014
Albany County District Attorney's Office May 2013 - August 2013
Vermont Voltage April 2012 - September 2012
Northwestern Mutual May 2011 - August 2011
Skills
Finance, Analysis, Research, Microsoft Excel, PowerPoint, Data Analysis, Economics, Leadership, Marketing, Microsoft Word, Time Management, Teamwork, Financial Analysis, Public Speaking, Legal Research
Education
Boston College Law School 2014 — 2017
Doctor of Law (J.D.)
University of Tampa - John H. Sykes College of Business 2013 — 2014
Master of Business Administration (M.B.A.), International Business
State University of New York College at Potsdam 2009 — 2013
Bachelor of Arts (B.A.), Double Major in Business Economics and Business Administration
State Street August 2015 - Present
Citizens Financial Group, Inc. April 2015 - July 2015
Citizens Bank November 2013 - April 2015
PC Connection February 2013 - May 2013
Apple Inc. November 2009 - January 2013
Merrimack College September 2009 - October 2010
Southern New Hampshire University September 2007 - May 2008
Worcester Tornadoes January 2005 - September 2007
Chicago Cubs June 2003 - November 2004
Skills
Strategy, Recruiting, Sales, Leadership, Customer Service, Retail, Training, Public Speaking, Microsoft Office, Management, Event Planning, Employee Training, CRM, Team Building, Process Improvement, Social Media, Coaching, Microsoft Excel
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration (M.B.A.), 3.75
University of Rhode Island 2000 — 2007
Bachelors, Communications
Nashua high school
State Street Associates August 2014 - Present
State Street June 2012 - Present
Nationwide Insurance June 2010 - May 2012
The Ohio State University June 2010 - May 2012
The Ohio State University September 2008 - June 2010
The Research Foundation of SUNY August 2005 - May 2007
Skills
Econometrics and..., Fixed Income Analysis, Dynamic Programming, PD models, Financial Economics, Credit Risk Modeling, Computational Economics, Stata, Matlab, SAS, Econometrics, Research, Data Analysis, Eviews, Statistical Modeling, R, SPSS, Econometric Modeling, Data Mining, Risk Management, Monte Carlo Simulation, Predictive Modeling, Market Research, Time Series Analysis, Analytics, Credit Risk, Quantitative Research
Education
The Ohio State University 2007 — 2012
Ph.D., Economics
State University of New York - System
State Street September 2015 - Present
Ericsson January 2015 - August 2015
Trinity College Dublin August 2014 - August 2015
Deloitte February 2014 - August 2014
Kearney & Company July 2012 - February 2014
Fust Charles Chambers LLP October 2009 - July 2012
Skills
Auditing, Accounting, CPA, Financial Reporting, US GAAP, GAAP, Big 4, Internal Controls, Microsoft Excel, General Ledger, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, External Audit, Management Consulting, SEC filings, Income Tax, Corporate Tax, Negotiation, Enterprise Valuation, Investment Valuation
Education
Trinity College, Dublin 2014 — 2015
Master of Business Administration (M.B.A.)
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Accounting
Prestium Pharma February 2015 - Present
State Street January 2013 - February 2015
Bay State Elevator Company November 2012 - January 2013
Fidelity Investments August 2012 - November 2012
Pittsfield Colonials Professional Baseball May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, E-Learning, Research, Technical Writing, Theatre, YouTube, Youth Mentoring, Internet, PowerPoint, Proofreading, Acting, Social Media, Fitness, Customer Service, Social Networking, Networking, Bloomberg
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
State Street October 2000 - Present
UMB Bank, na August 1994 - September 2000
Skills
Fund Accounting, Accounting, Auditing, Fundraising, Financial Analysis, Account Reconciliation, Financial Statements, General Ledger, Financial Accounting, Internal Controls, Financial Reporting
Education
Central Missouri State University 1989 — 1991
BSBA, Accounting & Management
State Fair Community College 1988 — 1989
Associates, Accounting
State Street December 2011 - Present
State Street June 2010 - December 2011
State Street December 2007 - June 2010
Community, Work, and Independence, Inc. June 2006 - October 2007
Skills
Account Reconciliation, Bloomberg, Financial Analysis, Fund Accounting, Mutual Funds, Valuation, Financial Modeling, Accounting, Financial Reporting, Fixed Income, Finance
Education
SUNY Plattsburgh 2004 — 2007
B.A., Psychology, 3.58 GPA
State Street November 2014 - Present
State Street April 2011 - November 2014
State Street January 2008 - April 2011
Fidelity Investments December 2006 - September 2007
Fidelity Investments March 2005 - November 2006
DCDP March 2004 - December 2004
County District Judicial Race December 2003 - March 2004
Stratfor December 2002 - November 2003
Gubernatorial Campaign June 2002 - November 2002
Skills
Mutual Funds, Equities, Fixed Income, Bloomberg Terminal, Securities, Asset Managment, Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Investments, Derivatives, Valuation, Corporate Actions, Series 7, Mutual Fund Operations, Process Improvement, Fund Accounting, Options, Analysis, Trading, Financial Markets, Back Office, Swaps, Global Custody, Alternative Investments, Fund Administration, Economics, Relationship Management, Bonds, Middle Office, Fund Of Funds, Investment Management, Asset Allocation, Financial Services, Settlement, Securities Lending, Series 63, FX Options, Business Analysis, Account Reconciliation, Capital Markets, Equity Derivatives, Portfolio Management, Equity Trading, Trading Systems, Accounting, Wealth Management, Analytics, Finance
Education
Boston University 2012 — 2014
MS, Financial Economics
St. Edward's University 1999 — 2002
BA, Political Science and International Affairs
R.L. Turner 1992 — 1996
State Street October 2015 - Present
Hertz January 2013 - July 2015
Skills
Finance, Accounting, Customer Service, Operations Management, Sales Management, Fleet Management, Leadership, Sales
Education
Southern New Hampshire University 2014 — 2016
Master's degree, Finance
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
State Street April 2015 - Present
State Street February 2014 - April 2015
State Street February 2012 - February 2014
Prime, Buchholz & Associates April 2011 - December 2011
Citizens Bank December 2009 - April 2011
Northwestern Mutual May 2009 - November 2009
Smith Barney May 2008 - August 2008
Skills
Banking, Financial Reporting, Performance Analysis, Relationship Cultivation, Attention To Detail, Ad Hoc Reporting, Mutual Funds, Fund Administration, Equities, Hedge Funds
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.)
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Business Administration, Finance, Economics
US Bank November 2012 - Present
US Bank September 2008 - November 2012
US Bank October 2004 - September 2008
US Bank December 1999 - September 2004
State Street June 1998 - December 1999
Skills
Customer Service..., Retail Banking, Organization, Cash Handling Experience, Consumer Lending, Small Business Lending, Management, Hands-on Training, New Account Opening, Sales, Cross Selling, Problem Solving, Auditing, Banking, Loans, Finance, Branch Banking
Education
State Fair Community College 1995 — 1998
AAS, Accounting
Clinton High School, Clinton, MO
State Street August 2014 - November 2014
Wells Fargo Home Mortgage November 2012 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Accounting, Sales, Microsoft Word, Social Media
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (B.A.), Accounting
St. Ambrose University 2008 — 2010
Accounting
State Street September 2015 - Present
Ipreo September 2014 - June 2015
America Works June 2014 - September 2014
Northwestern Mutual January 2014 - June 2014
TD June 2013 - January 2014
Red Mango June 2012 - June 2013
The Boys' Club of New York June 2007 - August 2011
Red Shan Tree September 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Management, Microsoft Word, Customer Service, Finance, Social Media, Social Networking, FactSet, Event Planning, Leadership, Public Speaking, Research
Education
St. John's University 2011 — 2015
Finance, Finance, General
Jennus Athletics Company April 2014 - Present
Tenacre Country Day School July 2004 - Present
The Epiphany School June 2002 - Present
Mulberry Preschools Inc 2000 - 2001
City Sports 1994 - 1999
State Street 1992 - 1994
Donaldson, Lufkin & Jenrette 1986 - 1992
Skills
Strategic Planning, Fundraising, Non-profits, Business Strategy, Public Speaking, Staff Development, Business Development, Microsoft Excel, Managerial Finance, Microsoft Office, Private Sector, Budgets, Management Accounting, Employee Benefits, Corporate Finance, Risk Management, Private Placements, Financial Analysis, Financial Modeling, Lines Of Credit, Nonprofits, Coaching, Event Management
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Economics
Invesco Canada March 2013 - Present
Invesco Canada (Invesco Trimark) July 2012 - February 2013
Invesco Canada (Invesco Trimark) February 2012 - July 2012
Invesco Canada June 2010 - February 2012
State Street December 2007 - May 2010
KOTRA 2005 - 2006
Skills
Accounting, Financial Analysis, Excel, Process Improvement, Mutual Funds, Financial Reporting, Access, Bloomberg, Investments, Analysis, Financial Modeling, Auditing, Business Analysis, Asset Management, Hedge Funds, IFRS, Financial Statements, Strategic Financial..., VBA, Finance, Financial Accounting
Education
University of Toronto - Rotman School of Management 2001 — 2007
B.Comm, Finance&Accounting
St. Andrew's College 1998 — 2001
HighSchool Diploma
AllianceBernstein January 2014 - Present
State Street July 2012 - January 2014
Arlington Wine and Liquor May 2008 - January 2012
The Centre for Volunteering May 2011 - July 2011
Skills
Time Management, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Outlook, Teamwork, Research, Marketing Strategy, Sales, Management, Microsoft Office, Financial Reporting, Analysis, Customer Service, Transition Management, Client Services, Fixed Income, Equities
Education
State University of New York College at Oneonta 2008 — 2012
Bachelors Degree, Business Economics
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
PNC Financial Services Group 2000 - 2001
First Data Investor Services Group 1994 - 2000
National Securities Clearing Corporation (NSCC) March 1994 - August 1994
PaineWebber, Inc. 1986 - 1994
United States Marine Corps May 1983 - April 1987
Skills
Financial Services, Mutual Funds, Fixed Income, Product Development, Asset Allocation, CRM, Market Data, Equities, Securities, Asset Managment, Transfer Agency, Management, ETFs, Process Improvement, Vendor Management, Risk Management, Leadership, SDLC, Alternative Investments, Business Analysis, Customer Service, Relationship Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Finance, General, 3.49
State Street OwnerDrinks On The Beach2009 - Present
Axyn Canada July 1999 - September 2000
Omnitech July 1991 - April 1998
Skills
Contingency Planning, Process Engineering, Software Development, Process Simplification, Application Architecture, Problem Solving, Product Development, Analysis, Quality Assurance, Process Improvement, Research, Business Analysis, Data Analysis, Systems Analysis, Software Project..., Customer Relations, Database Design, IT Management, Databases, Risk Management, Btrieve, ISAM, Micro Focus COBOL
Education
St. Francis Xavier University 1981 — 1983
Senior Sales and Relationship Professional March 2015 - Present
Old Mutual Global Index Trackers October 2013 - February 2015
ESC of New England January 2012 - October 2013
State Street Global Advisors April 1995 - January 2012
State Street January 1993 - April 1995
State Street January 1988 - June 1991
Goodmeasure, Inc. 1984 - 1986
United States Senate June 1978 - August 1982
Skills
Investment Management, Investments, Endowments, Institutional Investors, Investment Advisory, Series 7, Series 63, Relationship Management, Institutional Sales, Consultant Relations, Institutional..., Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Management, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Financial Services, Portfolio Management, ETFs, Emerging Markets, Derivatives, Bonds, Private Equity, Valuation, Financial Markets, Fund Of Funds, Equity Research, Wealth Management, Equities, Trading, Frontier Markets, Institutional, Investor Relations, Pension Funds
Education
Yale University - Yale School of Management 1982 — 1984
MBA, Finance
Stanford University 1973 — 1977
BA, International Relations
Middlesex School 1969 — 1973
High School
St Bernards 1960 — 1969
Oakley 2013 - Present
Toshiba America 2013 - 2013
State Street 2011 - 2013
Capital Group 2010 - 2011
Warner Bros. 2007 - 2010
Delphi Automotive Systems 2004 - 2007
HTC Global Services 2000 - 2007
Thomson Gale July 2003 - January 2004
Morgan Stanley Dean Witter 2000 - 2001
Skills
java, J2EE, Struts,..., Microsoft SQL Server, SOA, Web Services, Agile Methodologies, SQL, Scrum, Java, Software Project..., Oracle, Java Enterprise Edition, Hibernate, JSF, Enterprise Architecture, JavaScript, Spring, Cloud Computing, DB2, Weblogic, Design Patterns, J2EE Application..., Requirements Analysis, Integration, Software Development, Unix, Tomcat, Struts, SDLC, Websphere, XML, .NET, Analysis, Linux, Eclipse, jQuery, Databases, JSP, MySQL, Data Warehousing, LoadRunner, EJB, PL/SQL, JMS
Education
Sri Venkateswara University 1993 — 1997
Engineering
State Street November 2010 - Present
State Street Bank 2010 - 2011
State Street August 2007 - November 2010
Skills
Securities, Word, Team Building, Coaching, Middle Office, Securities Lending, Collateral Management, Microsoft Office, PowerPoint, Outlook, Corporate Actions, Global Custody, Financial Services, Microsoft Word
Education
Springfield College 2002 — 2007
Proctor Academy 2001 — 2002
State Street December 2014 — July 2016
Vanguard June 2013 — November 2014
Mella Business Consultants, Inc. June 2012 — May 2013
Davis Wright Tremaine LLP June 2008 — August 2008
Skills
Public Speaking, Customer Satisfaction, Word, PowerPoint, Spreadsheets, Leadership Development, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Account Reconciliation, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Team Building, Budgets, Customer Service, Accounting, Time Management
Education
State University of New York College at Old Westbury 2008 — 2013
Bachelor's Degree of Science, Accounting
State University of New York College at Old Westbury 2008 — 2013
Bachelor of Science (B.S.), Accounting
State Street January 2014 - Present
Deutsche Bank January 2007 - January 2014
JPMorganChase June 2002 - October 2006
Skills
Derivatives, Bloomberg, Hedge Funds, FX Options, Prime Brokerage, Valuation, Financial Modeling, Fixed Income, Capital Markets, Electronic Trading, Equity Derivatives, Options
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Finance
American Tower July 2015 - Present
American Tower October 2012 - Present
American Tower March 2011 - October 2012
State Street February 2010 - March 2011
Goldstein & Clegg, LLC October 2009 - May 2010
Massachusetts Land Court June 2008 - November 2008
Professor Stephen McJohn June 2008 - November 2008
Monahan & Padellaro May 2007 - April 2008
Skills
Legal Writing, Corporate Law, Contract Management, Licensing, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Legal Research, Negotiation, Litigation, Mergers, Civil Litigation, Mediation, Westlaw, Appeals, Bankruptcy, Corporate Governance, Lexis, Real Estate Transactions, Real Estate, Contract Law, Property Law, Commercial Real Estate, Legal Assistance, Telecommunications, Legal Advice
Education
Suffolk University Law School 2006 — 2009
JD, Law
State University of New York College at Geneseo 2003 — 2006
Bachelor of Arts (B.A.), Political Science, Legal Studies
The Buckley Group March 2009 - Present
Mercer June 2008 - March 2009
State Street July 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Risk Management, Data Analysis, Financial Reporting, Retirement Planning, Estate Planning
Education
Springfield College 2003 — 2007
Bachelor of Science (BS), Business Management, Economics Minor
The Warren Group April 2013 - Present
State Street December 2010 - April 2013
State Street August 2008 - December 2010
Williams Financial Management February 2008 - July 2008
Renaissance Hotel Suzhou, China May 2007 - August 2007
Skills
Digital Marketing, Advertising, Marketing Strategy, Mutual Funds, Financial Services, Bloomberg, Fund Accounting, Financial Analysis, Account Reconciliation, Fixed Income, Microsoft Office, Securities, Financial Modeling, Equities, Investments, Finance, Microsoft Excel, Social Media Marketing, CRM, Marketing, Social Media, Management, Event Planning
Education
Southern Vermont College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
Putnam Investments July 1997 - September 1999
State Street November 1993 - July 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern New Hampshire University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments September 2006 - Present
Fidelity Investments October 2003 - January 2006
Fidelity Investments September 2000 - October 2003
State Street October 1997 - September 2000
Skills
IT Project & Program..., Financial Services, Brokerage, Banking, Cash Management, ACH, Wire Transfers, Strategic Planning, Budgeting, IT Transformation, Software Development, Communication, Systems Analysis, Quality Assurance, Software Implementation, Cross-functional Team..., Matrix Management, Vendor Management, Fixed Income
Education
Tufts University 1992 — 1994
M.S., Environmental Engineering/Hazardous Waste Management
State University of New York College at Plattsburgh 1983 — 1987
B.S., Biology
State Street September 2014 - Present
Omgeo July 2013 - June 2014
Omgeo October 2010 - July 2013
Omgeo June 2008 - October 2010
Omgeo October 2007 - June 2008
Janus Capital Group February 2007 - August 2007
The Quarasan Group May 2004 - October 2006
Allston Trading August 2003 - February 2004
TD Securities (acquired Stafford Trading, Inc.) May 1999 - August 2003
Skills
Risk Management, Project Management, Process Improvement, Vendor Management, Salesforce.com, Strategic Planning, SharePoint, Risk Assessment, Compliance, IT Audit, ITIL, Information Security, Corporate Governance, Enterprise Security, Management, Strategy, Security Awareness, Leadership, Business Process..., Operations Management, Change Management, Governance, Enterprise Risk..., Operational Risk..., Information Security..., IT Management, Incident Management, Executive Management, Internal Audit, Business Continuity..., Auditing, Information Technology, Security, CISSP, CISA, Business Analysis, Business Continuity, Disaster Recovery, IT Strategy, Internal Controls, Business Process, Operational Risk
Education
State University of New York College at Geneseo
Bachelor of Arts (B.A.), Political Science and Government
The George Washington University - School of Business
Risk and Project Management
Alliance Francaise
French
Cohoes High School
State Street February 1998 - Present
Skills
Trading, Hedge Funds, Series 7, Series 63, Financial Markets, Asset Managment, Capital Markets, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Accounting, Microsoft Excel
Education
State University of New York College at Plattsburgh 1991 — 1995
Business/Managerial Economics
State Street January 2011 - Present
State Street Bank January 2008 - January 2011
Lincoln Financial Group August 2006 - December 2007
Education
Southern New Hampshire University 2003 — 2006
BS, Business Administration
State Street January 2008 - Present
HighPoint Capital December 2006 - January 2007
Education
St. Lawrence University 2003 — 2007
Merrill Lynch March 2005 - Present
MarketAxess January 2004 - March 2005
State Street April 2002 - August 2003
Pershing April 2000 - April 2002
Macgregor/Merrin Financial 1994 - 2000
Education
State University of New York College at Buffalo 1986 — 1990
Liquidnet March 2008 - Present
BNY Convergex 2006 - March 2008
Lynch, Jones and Ryan 2006 - 2008
Instinet Corp 2001 - 2004
Putnam Investments 1999 - 1999
State Street 1997 - 1999
Skills
Series 7, Series 63, Series 24
Education
State University of New York College at Cortland 1992 — 1996
BS, Economics, Spanish
State Street January 2014 - Present
State Street January 2009 - January 2014
State Street November 2007 - December 2008
State Street April 2006 - November 2007
Skills
Customer Service, Microsoft Office, Leadership, Project Management, Microsoft Word, Financial Services, Management, Finance, Mutual Funds, Risk Management, Microsoft Excel, Account Reconciliation
Education
Southern New Hampshire University 2005 — 2007
Associate's degree, Business Managment
Pantheon Partners, LLC August 2013 - Present
Escape Velocity Ventures January 2002 - December 2013
Allscripts January 2010 - February 2011
Wilmington Trust January 1999 - December 2002
State Street January 1997 - January 1999
Morgan Stanley January 1995 - January 1997
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Management, Investments, Start-ups, Business Strategy, Analysis, Portfolio Management, Competitive Analysis, Risk Management, Corporate Finance, Management Consulting, Financial Analysis, Investment Banking, Private Equity, Mergers, Business Analysis, Derivatives, Product Development, Salesforce.com, Due Dilligence, Valuation of Public &..., Competitive Intelligence, Acquisition Integration, Quantitative Analytics, Process Engineering, Sales Process, SAS, Problem Solving, New Business Development, Sales & Marketing, Technology Management, Fraud Detection
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy & Healthcare
Stanford University 2004 — 2004
Post Baccalaureate, Consumer Psychology & Strategy
Vanderbilt University 1991 — 1995
B.S., Economics
Baylor School 1987 — 1991
High School
walker school
walker school
Wellington Management June 2014 - Present
Eaton Vance October 2012 - June 2014
State Street Global Advisors (SSgA) July 2011 - October 2012
State Street Global Advisors (SSgA) April 2009 - July 2011
State Street December 2007 - April 2009
Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts, English and Government
State Street November 2007 - Present
Wachovia Securities Financial Network August 2005 - October 2007
First Horizon Home Loans February 2002 - July 2005
Skills
Bilingual
Education
State University of New York College at Oswego 1992 — 1997
Master of Business Administration (MBA), Accounting
Unitec Ver-Tech Elevator Company August 2014 - Present
OTIS April 2010 - July 2014
State Street September 2008 - April 2010
Skills
Negotiation, Account Management, Sales, New Business Development, Contract Negotiation, Operations Management, Budgets, Sales Management, Team Building, Contract Management, Forecasting, Business Development, Customer Satisfaction
Education
State University of New York College at Oneonta 2005 — 2007
B.S., Business & Economics
SUNY New Paltz 2003 — 2005
State Street May 2012 - Present
WebLayers February 2009 - April 2012
State Street April 2008 - December 2008
Pitney Bowes July 2006 - February 2008
Skills
Rational Robot, Quality Center, C, MS SQL, HTML, XML, Rational Clear Quest, JIRA, XML SPY, WinRunner, Oracle, Mainframe, Web Services, SoapUI, WebSphere Application..., Web Logic, JBoss Application Server
Education
Sri Krishnadevaraya University 1998 — 2002
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Nationwide Insurance April 2012 - Present
State Street March 2011 - April 2012
Best Buy October 2009 - November 2010
Northwest Airlines 2005 - 2010
Delta Air Lines March 2008 - October 2009
GlaxoSmithKline August 2005 - January 2008
Satyam Computer Services Ltd March 2004 - July 2005
Marketics Technologies 2002 - 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Requirements Analysis, ETL, Requirements Gathering, SAS, Business Analysis, Agile Methodologies, SQL, Data Modeling, Data Analysis, Business Process, Databases, Teradata, Informatica, Data Quality, Data Migration, Analysis, Analytics, Software Project..., Solution Architecture
Education
University of Madras 1999 — 2002
Masters Degree, Masters Degree in Computer Applications
Sri Krishnadevaraya University 1996 — 1999
Bachelor Degree, Bachelors Degree in Commerce and Computers
Suffolk University March 2014 - Present
Suffolk University September 2012 - Present
State Street December 2007 - Present
Department of Revenue in Boston June 2010 - September 2010
Fidelity Investments January 2007 - July 2007
UBS Investment Bank September 2006 - December 2006
Skills
Eviews, SAS, Stata, Crystal Ball, Microsoft Word, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Econometrics, Data Analysis, Quantitative Analytics, Statistics, Macroeconomics, Economic Modeling, Time Series Analysis, Statistical Modeling, Forecasting, Regression Analysis, Fixed Income, International Economics, Economics, Valuation, Finance, Economic Research, Bloomberg, International Finance, R, Derivatives, Microeconomics, Quantitative Research, Investment Strategies, Asset Allocation, SAS programming, Statistical Data..., Econometric Modeling, Asset Management, Vlookup, Pricing Analysis
Education
Suffolk University 2012 — 2016
PhD, Economics
Suffolk University 2009 — 2012
Master of Science (M.S.), Economics
Southern New Hampshire University 2005 — 2006
Bachelor of Science (B.S.), Economics and Finance
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Barclays Wealth and Investment Management November 2013 - Present
State Street 2012 - October 2013
Neuberger Berman July 2008 - 2012
GlobeOp Financial Services July 2006 - July 2008
Madison Square Garden 2004 - 2004
Education
State University of New York College at Oswego 2000 — 2004
PIMCO August 2014 - Present
State Street Bank August 2012 - July 2014
State Street August 2011 - August 2012
Michel Dyens & Co. May 2010 - August 2010
Sotheby's June 2009 - August 2009
Skills
Value Investing, Asset Managment, Behavioral Finance, FX, Financial Markets, Financial Modeling, Asset Management, Fixed Income, Bloomberg, FX Options, Analytics, Business Development, Investment Banking, Derivatives
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance, Art History
Tsinghua University 2008 — 2008
Communications
Stanford University 2005 — 2005
Humanities
State Street Global Advisors Operational Risk SpecialistADIA2012 - Present
State Street Global Advisors 2006 - April 2012
State Street 2005 - 2006
Education
Southern New Hampshire University 1996 — 1998
MBA
State Street January 2010 - Present
State Street April 2005 - December 2009
Skills
Mutual Funds, Fixed Income, Corporate Actions, Bloomberg, Equities, Derivatives, Business Analysis, Financial Services, Risk Management, Back Office, Portfolio Management, Financial Analysis, Securities, Asset Managment, Financial Modeling, Hedge Funds, Process Improvement, Financial Reporting, Financial Risk, SDLC
Education
Southern New Hampshire University 1989 — 1993
BS, Accounting
Optum July 2014 - Present
Optum November 2012 - July 2014
Optum April 2012 - November 2012
Pearson Scott Foresman November 2010 - March 2012
LSS Data Systems May 2008 - November 2010
State Street August 2007 - May 2008
Skills
Excel, Microsoft Office, Budgeting, Financial Analysis, Customer Relations, Budgets, Microsoft Excel, Financial Reporting, Analysis
Education
St. Cloud State University 2004 — 2007
Bachelor of Science (B.S.), Finance
State Street January 2012 - Present
State Street February 2003 - January 2012
State Street Bank and Trust February 2003 - January 2012
Bankers Trust Company 1983 - 1999
Skills
Mutual Funds, Fixed Income, Global Custody, Equities, Hedge Funds, Securities, Risk Management, Alternative Investments, Derivatives
Education
St. John's University 1966 — 1971
Business/Managerial Economics
William Cullen Bryant High School 1963 — 1966
State Street December 1983 - February 2009
Skills
Financial Analysis, General Ledger, Program Management, Team Leadership, Process Improvement, Leadership, Change Management, CRM
Education
Southwest Baptist University 1979 — 1983
Accounting
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
state street 2006 - 2009
Skills
Fluent in written and..., Series 6 Licensed, Annuity Sales, 401k Rollovers, Wealth Preservation..., Lifetime Income..., Retirement, Small Business, Life Insurance..., Estate Planning, Long Term Care Insurance, Personal Finance
Education
State University of New York College at Plattsburgh 1992 — 1994
Bachelor's Degree, International Business, French minor, 3.70
BNY Mellon August 2015 - Present
JPMorgan Chase June 2013 - August 2015
JP Morgan Chase October 2010 - May 2013
State Street September 1999 - March 2009
Bankers Trust Company June 1993 - September 1999
Skills
Business Analysis, Equities, Banking, Securities, Strategic Planning, Portfolio Management, Relationship Management, Collateral Management, Management, Mutual Funds, Prime Brokerage, Finance, CRM, Corporate Trust
Education
Saint John's University
BS, Marketing and Business Management
St. John's University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Rosebrook Capital Partners LLC April 2011 - September 2012
State Street January 2011 - March 2011
Manalapan Oracle Advisers November 2009 - December 2010
Kenmar Investment Management January 2004 - May 2009
Parker Global Strategies June 1997 - December 2004
RXR Capital Management March 1989 - June 1997
The Millburn Corporation April 1984 - March 1989
Dean Witter Reynolds February 1983 - April 1984
Skills
Alternative Investments, Equities, Fund Of Funds, Hedge Funds, Asset Managment, Managed Futures, Series 3, Fund Accounting, Separately Managed..., Valuations, Special Purpose Vehicles, Commodity, Investments, FINRA, Auditing, Mutual Funds, Asset Allocation, Series 7, Investor Relations, Trading, Due Diligence, Finance, Banking, Investment Strategies, Options, Fixed Income, Investment Management, Financial Risk, Valuation, Portfolio Management, Bloomberg, Internal Controls, Securities, Derivatives, Risk Management, Financial Services, Accounting
Education
State University of New York College at Cortland 1978 — 1983
BA, Finance
Balter Capital Management, LLC July 2015 - Present
Balter Liquid Alternatives, LLC July 2015 - Present
The Bank of New York Mellon May 2010 - July 2015
State Street April 2007 - May 2010
CareScout January 2007 - March 2007
First Investors Corporation May 2006 - November 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
State University of New York College at Geneseo 2003 — 2006
BA, Economics
Key Bank February 2008 - Present
KeyBank April 2007 - February 2008
M & T Bank May 2006 - April 2007
M & T Bank September 2005 - March 2006
Comerica March 2004 - August 2005
M & T Bank January 2003 - March 2004
Citi-Mortgage August 2002 - December 2002
CitiBank Private Bank April 2002 - August 2002
State Street January 1997 - March 2002
KeyBank November 1995 - January 1997
Skills
SDLC, Banking, CICS, JCL, Mainframe, Systems Analysis, Analysis, CRM, Disaster Recovery, Program Management, Requirements Gathering, Databases
Education
State University of New York College at Plattsburgh 1978 — 1982
Bachelor of Science, Computer Science
State Street September 2008 - Present
State Street January 2007 - September 2008
Putnam Investments July 2000 - January 2007
Putnam Investments June 1999 - June 2000
Education
Southern New Hampshire University 1995 — 1999
Bachelor, Economics and finance
Manchester West High School 1991 — 1995
Infosys Limited 2008 - Present
One of the top 5 Brokerage firms in US 2008 - August 2012
One of the top 5 Brokerage firms in US 2008 - 2011
State Street 2003 - 2005
Education
Sri Krishnadevaraya University
Charles River Development November 2014 - Present
Pax World Investments March 2013 - October 2014
Fidelity Investments August 2012 - March 2013
State Street February 2012 - August 2012
State Street October 2010 - February 2012
Southern New Hampshire University September 2009 - May 2010
Southern New Hampshire University September 2008 - May 2009
Skills
Hyperion, SQR, Bloomberg, Reuters, Microsoft Office, Navigator, SPSS, IDC, Securities
Education
Southern New Hampshire University 2006 — 2010
Bachelors of science degree, Economics/Finance
State Street November 2010 - Present
MFS Investment Management August 2008 - November 2010
Verizon Data Services June 1993 - May 1995
Skills
SDLC, Requirements Analysis, Software Project..., Fixed Income, Visio, Oracle, SQL, Analysis, Software Development, Software Documentation, Requirements Gathering, Business Analysis, Microsoft Office, Microsoft SQL Server, Web Services, PL/SQL, Project Management, Project Delivery, Securities, Disaster Recovery, Agile Methodologies, Java Enterprise Edition, Systems Analysis, Microsoft Excel, SOA, SharePoint, DB2, Enterprise Architecture, Integration, Solution Architecture, Unix, XML, Java
Education
Sri Venkateswara University 1994 — 1998
Bachelor of Technology, Electronics & Communication Engineering
Service Credit Union July 2014 - Present
Service Credit Union June 2008 - July 2014
State Street February 1997 - August 2003
Skills
Consumer Lending, Credit Unions, Credit Analysis, Banking, Customer Service, Compliance, Microsoft Office, Excel, Outlook, Employee Relations, Word, Financial Reporting, Accounting, Team Leadership, Problem Solving
Education
Southern NH University
MBA, Business Administration
Vail Resorts June 2014 - Present
ABRY Partners September 2011 - July 2014
Harvard Management Company July 2009 - September 2011
State Street July 2008 - July 2009
State Street August 2007 - July 2008
Skills
Financial Modeling, Investments, Private Equity, Equities, Bloomberg, Corporate Finance, Hedge Funds, Microsoft Office, PowerPoint, Financial Analysis, Fixed Income, Alternative Investments, Capital Markets, Valuation
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA)
St. Lawrence University 2003 — 2007
B.A., Economics
State Street April 1994 - Present
Skills
Process Improvement, Test Planning, Customer Service, Testing, User Acceptance Testing, Project Management, SQL, Test Cases, Quality Assurance, Software Quality..., Software Documentation, Functional Testing, Regression Testing, Business Analysis, SDLC, Manual Testing, Defect Tracking, Requirements Analysis, Business Requirements, Analysis, MySQL
Education
State University of New York College at Potsdam 1989 — 1993
Bachelor's Degree, Economics
Potsdam Senior High 1986 — 1989
High School
GW&K Investment Management June 2015 - Present
State Street June 2012 - May 2015
State Street January 2011 - June 2012
Skills
Account Reconciliation, PowerPoint, Mutual Funds, Securities, Microsoft Excel, Financial Statements, General Ledger, Microsoft Office, Auditing, Fund Accounting, Accounting, Investments, Asset Management, Financial Reporting
Education
Southern New Hampshire University 2006 — 2010
B.S, Sport Management, Economics
State Street AVPState Street Bank1986 - Present
Skills
Mutual Funds, Risk Management, Financial Services, Financial Analysis, Business Analysis, Financial Modeling, Strategic Planning, Securities, Banking, Hedge Funds, Fixed Income, Process Improvement, Leadership, Customer Service
Education
State University of New York College at Brockport
BNP Paribas December 2012 - Present
Deloitte January 2012 - March 2012
Merrill Lynch January 2010 - April 2011
ABN AMRO Bank N.V. August 1999 - October 2009
PaineWebber October 1997 - August 1999
State Street February 1989 - May 1995
Skills
Securities, Financial Services, Back Office, Derivatives, Fixed Income, Portfolio Management, Banking, Equities, Settlement, Account Reconciliation, Prime Brokerage, ETFs, Middle Office, Financial Markets, Capital Markets, Investment Banking, Trading
Education
St. Francis College 1983 — 1984
Economics
Bishop Ford 1979 — 1983
diploma, Marketing
Lord Abbett & Co. LLC April 2012 - Present
BlackRock June 2004 - April 2012
State Street January 2001 - May 2004
Merrill Lynch January 1999 - May 2001
Education
Southern New Hampshire University 1991 — 1995
BS, Accounting
Citco Fund Services July 2014 - Present
BNY Mellon July 2013 - June 2014
Caxton Associates 2004 - 2011
PFPC September 2003 - May 2004
State Street June 1997 - August 2003
Skills
Hedge Funds, Fund Accounting, Fixed Income, Equities, Options, Equity Swaps, Bloomberg Terminal
Education
St. Francis University 1993 — 1997
Bachelor of Science (BS), Accounting
Bank of America October 2014 - Present
State Street September 2012 - October 2014
State Street March 2010 - August 2012
State Street February 2006 - March 2010
State Street August 2004 - February 2006
Skills
Internal Audit, Auditing Standards, Fund Administration, Budget Process, Budget Reconciliation, 1099 Preparation, Government Filings, Dividends, Cash Management, Account Reconciliation, Month End Close, Year-end Close, G/L Reconciliations, Accruals, General Ledger, Spanish
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2002 — 2008
Bachelor of Science (B.S.), Accounting
State Street July 2007 - Present
Education
William Jewell College 2005 — 2007
Bachelor's degree, Business Administration and Management, General
State Fair Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
State Street January 2014 - Present
World Mobile Technologies June 2013 - November 2013
Cumberland Farms September 2012 - May 2013
Road to Responsibility April 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, SQL, Bloomberg Terminal, Lotus Notes, GoToMeeting, GoToMyPC, Java, HTML, IBM AS/400, Green Technology, Fixed Income, Equities, Derivatives, Investments, Financial Services, Market Data
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Science (B.S.), Psychology
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Science (B.S.), Economics
Springfield College 2009 — 2011