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
Employee
Years
Job
Industry
Luke Siler Luke Siler's State Street Experience August 2011 - October 2013
Job National Account Sales Analyst at Russell Stover Candies
Industry Accounting
Experience
Russell Stover Candies September 2015 - Present
The Standard LLC and BALDWIN Denim October 2013 - August 2015
State Street August 2011 - October 2013
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Financial Modeling, Mutual Funds, Forecasting, Finance, Fixed Income, Financial Services, Equities, Financial Accounting, Financial Statements
Education
University of Arkansas at Fayetteville 2006 — 2011
Bachelor's degree, Accounting
Blue Valley North High School 2002 — 2006
Russell Stover Candies September 2015 - Present
The Standard LLC and BALDWIN Denim October 2013 - August 2015
State Street August 2011 - October 2013
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Financial Modeling, Mutual Funds, Forecasting, Finance, Fixed Income, Financial Services, Equities, Financial Accounting, Financial Statements
Education
University of Arkansas at Fayetteville 2006 — 2011
Bachelor's degree, Accounting
Blue Valley North High School 2002 — 2006
Dale Hadley Dale Hadley's State Street Experience October 1999 - November 2002
Job Finance Manager
Industry Financial Services
Experience
Husky Injection Molding Systems April 2010 - July 2013
Husky Injection Molding Systems April 2008 - April 2010
Husky Injection Molding Systems April 2003 - April 2008
State Street October 1999 - November 2002
Applied Materials February 1992 - July 1999
Skills
Financial Analysis, Financial Accounting, Managerial Accounting, Planning, Forecasting &..., Product Costing, Business Intelligence, Activity Based Costing, Standard Costing, Management Accounting, Business Process..., Product Profitability, Information Systems..., Information Systems..., Information Systems..., Information Systems..., Business Objects, Cognos BI, Cognos EP, SAP ERP, Baan ERP, Hyperion Pillar, Essbase, Microsoft Excel, Microsoft Access, MS Project, Visio, Microsoft Powerpoint, Microsoft Word
Education
State University of New York at Buffalo 1990 — 1992
MBA, Corporate Finance and Information Systems Management
University of Vermont
BA, Psychology
Husky Injection Molding Systems April 2010 - July 2013
Husky Injection Molding Systems April 2008 - April 2010
Husky Injection Molding Systems April 2003 - April 2008
State Street October 1999 - November 2002
Applied Materials February 1992 - July 1999
Skills
Financial Analysis, Financial Accounting, Managerial Accounting, Planning, Forecasting &..., Product Costing, Business Intelligence, Activity Based Costing, Standard Costing, Management Accounting, Business Process..., Product Profitability, Information Systems..., Information Systems..., Information Systems..., Information Systems..., Business Objects, Cognos BI, Cognos EP, SAP ERP, Baan ERP, Hyperion Pillar, Essbase, Microsoft Excel, Microsoft Access, MS Project, Visio, Microsoft Powerpoint, Microsoft Word
Education
State University of New York at Buffalo 1990 — 1992
MBA, Corporate Finance and Information Systems Management
University of Vermont
BA, Psychology
Christy Matson Christy Matson's State Street Experience 2004 - 2005
Job Cofounder, OpenCuro
Industry Financial Services
Experience
OpenCuro 2008 - Present
Matson Realty Corporation January 2011 - August 2011
FinovateSpring 2011 May 2011 - May 2011
iOffer 2006 - 2008
State Street 2004 - 2005
Skills
Business Development, Entrepreneurship, Business Strategy, Mobile Payments, Start-ups, Marketing, Strategic Planning, Sales, Marketing Strategy, Investments, Strategy, Finance, Mergers & Acquisitions, Financial Services
Education
University of California, Berkeley 1999 — 2003
BA, Legal Studies, Business Administration
Poway High
OpenCuro 2008 - Present
Matson Realty Corporation January 2011 - August 2011
FinovateSpring 2011 May 2011 - May 2011
iOffer 2006 - 2008
State Street 2004 - 2005
Skills
Business Development, Entrepreneurship, Business Strategy, Mobile Payments, Start-ups, Marketing, Strategic Planning, Sales, Marketing Strategy, Investments, Strategy, Finance, Mergers & Acquisitions, Financial Services
Education
University of California, Berkeley 1999 — 2003
BA, Legal Studies, Business Administration
Poway High
Victor Ujagar Victor Ujagar's State Street Experience December 2006 - September 2012
Job Financial Analyst at Golden 1 Credit Union
Industry Financial Services
Experience
Golden 1 Credit Union June 2015 - Present
American Water August 2014 - June 2015
California Superstores September 2012 - August 2014
State Street December 2006 - September 2012
State Street March 2008 - April 2010
State Street Corporation December 2009 - March 2010
State Street Corporation December 2006 - March 2008
Morgan Stanley June 2005 - August 2005
Skills
Finance, Financial Analysis, Accounting, Valuation, Bloomberg, Auditing, Equities, Account Reconciliation, Portfolio Management, Investments, CRM, Mutual Funds, Equity Research, Financial Statements, Management, Budgets, Financial Modeling, Forecasting, Trend Analysis, Financial Systems, Project Management, Program Management, Financial Accounting, Financial Reporting, Team Leadership, Staff Development, Change Management, Corporate Finance
Education
University of California, Berkeley 2014 — 2015
Professional Certificate in Financial Planning & Analysis, Finance
University of California, Berkeley, CA 2013 — 2015
Professional Certificate in Finance, Corporate Finance
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Golden 1 Credit Union June 2015 - Present
American Water August 2014 - June 2015
California Superstores September 2012 - August 2014
State Street December 2006 - September 2012
State Street March 2008 - April 2010
State Street Corporation December 2009 - March 2010
State Street Corporation December 2006 - March 2008
Morgan Stanley June 2005 - August 2005
Skills
Finance, Financial Analysis, Accounting, Valuation, Bloomberg, Auditing, Equities, Account Reconciliation, Portfolio Management, Investments, CRM, Mutual Funds, Equity Research, Financial Statements, Management, Budgets, Financial Modeling, Forecasting, Trend Analysis, Financial Systems, Project Management, Program Management, Financial Accounting, Financial Reporting, Team Leadership, Staff Development, Change Management, Corporate Finance
Education
University of California, Berkeley 2014 — 2015
Professional Certificate in Financial Planning & Analysis, Finance
University of California, Berkeley, CA 2013 — 2015
Professional Certificate in Finance, Corporate Finance
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Christopher Vu Christopher Vu's State Street Experience 2007 - 2009
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank 2010 - Present
State Street 2007 - 2009
State Street 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Fund Administration, Fund Accounting, Mutual Funds, Hedge Funds, Finance, Securities, Derivatives, Fixed Income, Equities, Swaps, Microsoft Excel, VBA, Performance Attribution, PnL, Bloomberg, Operational Efficiency, Project Management, Accounting, Auditing
Education
UC Davis 2000 — 2005
Bachelor's degree, Managerial Economics
State Street Bank 2010 - Present
State Street 2007 - 2009
State Street 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Fund Administration, Fund Accounting, Mutual Funds, Hedge Funds, Finance, Securities, Derivatives, Fixed Income, Equities, Swaps, Microsoft Excel, VBA, Performance Attribution, PnL, Bloomberg, Operational Efficiency, Project Management, Accounting, Auditing
Education
UC Davis 2000 — 2005
Bachelor's degree, Managerial Economics
Vaughn Gallacher Vaughn Gallacher's State Street Experience June 2014 - Present
Job Independent Consultant (Retired)
Industry Retail
Experience
State Street June 2014 - Present
AAFES June 2009 - Present
AAFES March 2008 - June 2009
AAFES August 2007 - March 2008
AAFES October 2006 - August 2007
AAFES November 2001 - October 2006
AAFES June 1999 - November 2001
AAFES March 1986 - June 1999
Skills
Team Leadership, Budgets, Public Speaking, Team Building, Government, Data Analysis, Training, Conflict Resolution, Merchandising, Analysis, Process Improvement, Policy, Human Resources, Operations Management, Leadership Development, Organizational..., Supervisory Skills, Time Management, Coaching, Performance Management, Proposal Writing
Education
University of Alabama 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
State Street June 2014 - Present
AAFES June 2009 - Present
AAFES March 2008 - June 2009
AAFES August 2007 - March 2008
AAFES October 2006 - August 2007
AAFES November 2001 - October 2006
AAFES June 1999 - November 2001
AAFES March 1986 - June 1999
Skills
Team Leadership, Budgets, Public Speaking, Team Building, Government, Data Analysis, Training, Conflict Resolution, Merchandising, Analysis, Process Improvement, Policy, Human Resources, Operations Management, Leadership Development, Organizational..., Supervisory Skills, Time Management, Coaching, Performance Management, Proposal Writing
Education
University of Alabama 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Alison DeBruyckere's State Street Experience April 2008 - March 2013
Job Lung/GI Marketing at Genentech
Industry Biotechnology
Experience
Genentech March 2013 - Present
Alison DeBruyckere 2012 - Present
Tante Marie's Cooking School September 2012 - March 2013
State Street April 2008 - March 2013
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Marketing Communications, Social Media, Microsoft Word, Event Planning, Social Networking, Visio, Event Management, Salesforce.com, Facebook, Data Analysis, Time Management
Education
University of California, Berkeley 2015 — 2016
Certificate, Project Management
University of Hartford 2003 — 2007
Bachelor of Arts, English Literature
The Newman School 1999 — 2003
High School Diploma
Tante Marie's!
Genentech March 2013 - Present
Alison DeBruyckere 2012 - Present
Tante Marie's Cooking School September 2012 - March 2013
State Street April 2008 - March 2013
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Marketing Communications, Social Media, Microsoft Word, Event Planning, Social Networking, Visio, Event Management, Salesforce.com, Facebook, Data Analysis, Time Management
Education
University of California, Berkeley 2015 — 2016
Certificate, Project Management
University of Hartford 2003 — 2007
Bachelor of Arts, English Literature
The Newman School 1999 — 2003
High School Diploma
Tante Marie's!
Danny Zhu Danny Zhu's State Street Experience September 2014 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street June 2013 - August 2014
State Street March 2012 - June 2013
State Street August 2010 - March 2012
International Affairs Journal at UC Davis August 2009 - March 2010
Nordstrom June 2009 - August 2009
Morgan Stanley January 2009 - June 2009
Skills
Accounting, Internal Controls, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Financial Accounting, Accruals, GAAP, Derivatives, Pricing, Portfolio Performance..., Auditing, Financial Statements, Futures, Equity Trading, Corporate Actions, Equity Swaps, CFD, VBA, Bloomberg, Financial Analysis, Microsoft Excel
Education
University of California, Davis 2005 — 2010
Bachelor of Science (BS), Managerial Economics
University of California, Davis
Bachelor of Arts (BA), International Relations
State Street September 2014 - Present
State Street June 2013 - August 2014
State Street March 2012 - June 2013
State Street August 2010 - March 2012
International Affairs Journal at UC Davis August 2009 - March 2010
Nordstrom June 2009 - August 2009
Morgan Stanley January 2009 - June 2009
Skills
Accounting, Internal Controls, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Financial Accounting, Accruals, GAAP, Derivatives, Pricing, Portfolio Performance..., Auditing, Financial Statements, Futures, Equity Trading, Corporate Actions, Equity Swaps, CFD, VBA, Bloomberg, Financial Analysis, Microsoft Excel
Education
University of California, Davis 2005 — 2010
Bachelor of Science (BS), Managerial Economics
University of California, Davis
Bachelor of Arts (BA), International Relations
Van Tu Van Tu's State Street Experience July 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust Company February 2007 - July 2007
Skills
Fixed Income, Investment Management, Valuation, Bloomberg Terminal, Reuters 3000, Fund Accounting, Microsoft Excel, Bloomberg, Equities, Equity Research, Equity Valuation, FX Options, Corporate Actions, Securities, Middle Office, Swaps, Fund Administration, Hedge Funds, Derivatives, Bonds, Global Custody, Mutual Funds, Investments, Alternative Investments, Financial Markets, Asset Management
Education
University of California, Davis
Bachelor of Science (B.S.), Biology; Psychology
State Street July 2007 - Present
Investors Bank & Trust Company February 2007 - July 2007
Skills
Fixed Income, Investment Management, Valuation, Bloomberg Terminal, Reuters 3000, Fund Accounting, Microsoft Excel, Bloomberg, Equities, Equity Research, Equity Valuation, FX Options, Corporate Actions, Securities, Middle Office, Swaps, Fund Administration, Hedge Funds, Derivatives, Bonds, Global Custody, Mutual Funds, Investments, Alternative Investments, Financial Markets, Asset Management
Education
University of California, Davis
Bachelor of Science (B.S.), Biology; Psychology
Jessica Giannini's State Street Experience July 2013 - May 2014
Job Staff Analyst, Corporate Finance at Gap Inc.
Industry Financial Services
Experience
Gap Inc. October 2014 - Present
State Street Bank May 2014 - October 2014
State Street July 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Bloomberg Terminal, Economics, Financial Reporting, Financial Analysis
Education
University of California, Berkeley
Bachelor of Science (B.S.), Environmental Economics and Policy
Gap Inc. October 2014 - Present
State Street Bank May 2014 - October 2014
State Street July 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Bloomberg Terminal, Economics, Financial Reporting, Financial Analysis
Education
University of California, Berkeley
Bachelor of Science (B.S.), Environmental Economics and Policy
Diana Alfaro Diana Alfaro's State Street Experience June 2014 - August 2014
Job Student at The University of Iowa
Industry Accounting
Experience
The University of Iowa- Parking and Transportation Department February 2013 - Present
State Street June 2014 - August 2014
Delta Sigma Pi- Epsilon Chapter January 2014 - May 2014
Skills
Spanish-speaking, Customer Service, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Spanish, Teamwork
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
University of Birmingham 2013 — 2013
Sandwich Community High School 2008 — 2012
High School Diploma
The University of Iowa- Parking and Transportation Department February 2013 - Present
State Street June 2014 - August 2014
Delta Sigma Pi- Epsilon Chapter January 2014 - May 2014
Skills
Spanish-speaking, Customer Service, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Spanish, Teamwork
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
University of Birmingham 2013 — 2013
Sandwich Community High School 2008 — 2012
High School Diploma
Danielle Sullivan's State Street Experience December 2014 - Present
Job Client Service Operations Specialist at State Street
Industry Accounting
Experience
State Street December 2014 - Present
Law Offices of Michael K. Sipes March 2013 - December 2013
UC Davis Student Housing June 2008 - September 2009
Sacramento Zoo March 2008 - September 2008
Kohl’s Dept. Store February 2007 - December 2007
Raging Waters, Inc. May 2006 - July 2007
Skills
Legal Research, Litigation, Westlaw, Courts, Lexis, Legal Documents, Litigation Support, Document Review, Appeals, Bankruptcy, Civil Litigation, Legal Assistance, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Community Outreach
Education
Charles A. Jones Career and Education Center 2014 — 2014
Certificate, Accounting Specialist
University of California, Davis 2008 — 2012
Psychology
University of California, Davis 2008 — 2012
Sociology, with Empasis in Law & Society
State Street December 2014 - Present
Law Offices of Michael K. Sipes March 2013 - December 2013
UC Davis Student Housing June 2008 - September 2009
Sacramento Zoo March 2008 - September 2008
Kohl’s Dept. Store February 2007 - December 2007
Raging Waters, Inc. May 2006 - July 2007
Skills
Legal Research, Litigation, Westlaw, Courts, Lexis, Legal Documents, Litigation Support, Document Review, Appeals, Bankruptcy, Civil Litigation, Legal Assistance, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Community Outreach
Education
Charles A. Jones Career and Education Center 2014 — 2014
Certificate, Accounting Specialist
University of California, Davis 2008 — 2012
Psychology
University of California, Davis 2008 — 2012
Sociology, with Empasis in Law & Society
Christophe Patyn Christophe Patyn's State Street Experience February 2015 - Present
Job Business Analyst at State Street
Industry Capital Markets
Experience
State Street February 2015 - Present
First Derivatives November 2014 - Present
Flanders investment and trade February 2014 - April 2014
Sonos, Inc. October 2013 - December 2013
Antwerp University Sports Council September 2012 - June 2013
Skills
English, Teamwork, French, Dutch, Finance, Management, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Unix, SQL
Education
University of Antwerp 2011 — 2013
MSc. Applied Economic Sciences: Business Engineering, Finance, Distinction
Beijing University 2012 — 2012
University of Antwerp 2008 — 2011
BSc. Applied Economic Sciences: Business Engineering, Distinction
State Street February 2015 - Present
First Derivatives November 2014 - Present
Flanders investment and trade February 2014 - April 2014
Sonos, Inc. October 2013 - December 2013
Antwerp University Sports Council September 2012 - June 2013
Skills
English, Teamwork, French, Dutch, Finance, Management, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Unix, SQL
Education
University of Antwerp 2011 — 2013
MSc. Applied Economic Sciences: Business Engineering, Finance, Distinction
Beijing University 2012 — 2012
University of Antwerp 2008 — 2011
BSc. Applied Economic Sciences: Business Engineering, Distinction
Anthony Sanguinetti's State Street Experience June 2014 - Present
Job Finance | Entrepreneurship
Industry Financial Services
Experience
State Street June 2014 - Present
FVC Investment Club October 2011 - Present
Property Management March 2011 - Present
St. Joseph's Medical Center May 2010 - July 2013
UC Davis Athletic and Recreational Center January 2008 - August 2009
B & D Sanguinetti June 2008 - September 2008
Skills
Interpersonal, Business Development, Stock Market Analysis, Personal Finance, Investment Properties, Leadership, Laboratory, Healthcare, Agriculture, Management, Recruiting, Entrepreneurship, Research, Analysis, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Project Management
Education
University of California, Davis 2013 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Davis 2005 — 2009
BS, Biological Sciences
State Street June 2014 - Present
FVC Investment Club October 2011 - Present
Property Management March 2011 - Present
St. Joseph's Medical Center May 2010 - July 2013
UC Davis Athletic and Recreational Center January 2008 - August 2009
B & D Sanguinetti June 2008 - September 2008
Skills
Interpersonal, Business Development, Stock Market Analysis, Personal Finance, Investment Properties, Leadership, Laboratory, Healthcare, Agriculture, Management, Recruiting, Entrepreneurship, Research, Analysis, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Project Management
Education
University of California, Davis 2013 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Davis 2005 — 2009
BS, Biological Sciences
Daren Matsuoka Daren Matsuoka's State Street Experience June 2013 - August 2013
Job Data Analyst at SVB Capital
Industry Venture Capital & Private Equity
Experience
SVB Capital November 2014 - Present
Gomroo, Inc. September 2013 - June 2015
Morgan Stanley September 2012 - September 2014
State Street June 2013 - August 2013
Apple June 2011 - September 2011
Skills
Finance, Investments, Analysis, Economics, Entrepreneurship, C++, Portfolio Management, Microsoft Excel, Accounting, Mutual Funds, Training, Financial Analysis, Banking, Trading, Visual Basic, Data Analysis, Python, Tableau, SQL, Databases, Venture Capital
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.99 Cumulative GPA
Cupertino High School 2006 — 2010
SVB Capital November 2014 - Present
Gomroo, Inc. September 2013 - June 2015
Morgan Stanley September 2012 - September 2014
State Street June 2013 - August 2013
Apple June 2011 - September 2011
Skills
Finance, Investments, Analysis, Economics, Entrepreneurship, C++, Portfolio Management, Microsoft Excel, Accounting, Mutual Funds, Training, Financial Analysis, Banking, Trading, Visual Basic, Data Analysis, Python, Tableau, SQL, Databases, Venture Capital
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.99 Cumulative GPA
Cupertino High School 2006 — 2010
Vicki Rafferty Vicki Rafferty's State Street Experience October 2005 - August 2008
Job Customer Service Representative at Arbella Insurance Group
Industry Financial Services
Experience
Arbella Insurance Group April 2014 - Present
Excalibur Management Corporation July 2010 - March 2013
State Street October 2005 - August 2008
Metlife Funds January 2000 - October 2005
Metlife Funds January 1997 - January 2000
Skills
Account Reconciliation, Mutual Funds, Accounting, Customer Service, Compliance, Bookkeeping, Microsoft Excel, Interviewing Skills, Microsoft Word, Risk Assessment, Axys, Microsoft Office, Portfolio Management, Management
Education
Parkview High School
State Street Corp
University of Arkansas at Little Rock
Arbella Insurance Group April 2014 - Present
Excalibur Management Corporation July 2010 - March 2013
State Street October 2005 - August 2008
Metlife Funds January 2000 - October 2005
Metlife Funds January 1997 - January 2000
Skills
Account Reconciliation, Mutual Funds, Accounting, Customer Service, Compliance, Bookkeeping, Microsoft Excel, Interviewing Skills, Microsoft Word, Risk Assessment, Axys, Microsoft Office, Portfolio Management, Management
Education
Parkview High School
State Street Corp
University of Arkansas at Little Rock
Victor Morange, CFA Victor Morange, CFA's State Street Experience April 2007 - January 2009
Job Quantitative and Index Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Chevelle Jackson's State Street Experience July 2015 - Present
Job Client Service Operations Specialist, Associate 1 at State Street
Industry Accounting
Experience
State Street July 2015 - Present
Summit Funding, Inc. May 2014 - June 2015
Summit Funding, Inc. June 2013 - May 2014
Shine Up Solar April 2012 - October 2013
The California Aggie September 2011 - June 2013
The Culture C.O.-.O.P. October 2011 - December 2011
Jamba Juice May 2007 - April 2011
The Mathematics and Science Teaching Program at UC Davis (MAST) January 2010 - March 2010
Skills
Accounts Payable, Accounting for Mortgage..., Accounts Receivable, Concur, Accounting, Data Entry, Microsoft Word, Social Media, Microsoft Excel, Customer Service, Research, Data Analysis, Cashiering, Filing, Numerical Analysis, Credit, Encompass, Microsoft Office, Outlook, Event Planning, Social Networking, Teamwork, Public Speaking, Spanish, Photoshop, Phone Etiquette, PowerPoint, Leadership, Editing, Time Management, Phone Skills
Education
University of California, Davis 2008 — 2013
Bachelor of Science (BS), Mathematics
University of California, Davis 2008 — 2013
Bachelor of Arts (B.A.), Spanish
State Street July 2015 - Present
Summit Funding, Inc. May 2014 - June 2015
Summit Funding, Inc. June 2013 - May 2014
Shine Up Solar April 2012 - October 2013
The California Aggie September 2011 - June 2013
The Culture C.O.-.O.P. October 2011 - December 2011
Jamba Juice May 2007 - April 2011
The Mathematics and Science Teaching Program at UC Davis (MAST) January 2010 - March 2010
Skills
Accounts Payable, Accounting for Mortgage..., Accounts Receivable, Concur, Accounting, Data Entry, Microsoft Word, Social Media, Microsoft Excel, Customer Service, Research, Data Analysis, Cashiering, Filing, Numerical Analysis, Credit, Encompass, Microsoft Office, Outlook, Event Planning, Social Networking, Teamwork, Public Speaking, Spanish, Photoshop, Phone Etiquette, PowerPoint, Leadership, Editing, Time Management, Phone Skills
Education
University of California, Davis 2008 — 2013
Bachelor of Science (BS), Mathematics
University of California, Davis 2008 — 2013
Bachelor of Arts (B.A.), Spanish
Eduardo Montes Eduardo Montes's State Street Experience July 2015 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street December 2013 - July 2015
State Street August 2012 - December 2013
State Street January 2009 - August 2012
Skills
Mutual Funds, Asset Management, Equities, Derivatives, Securities, Valuation
Education
University of California, Davis 2006 — 2008
Bachelor's degree, Economics
State Street July 2015 - Present
State Street December 2013 - July 2015
State Street August 2012 - December 2013
State Street January 2009 - August 2012
Skills
Mutual Funds, Asset Management, Equities, Derivatives, Securities, Valuation
Education
University of California, Davis 2006 — 2008
Bachelor's degree, Economics
Jonathan McGee, CFA, CIPM Jonathan McGee, CFA, CIPM's State Street Experience December 2005 - July 2006
Job SVP/Senior Manager, Investment Performance & Client Reporting at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Lindsay Fairclough Lindsay Fairclough's State Street Experience March 2014 - Present
Job Financial Analyst at State Street
Industry Investment Banking
Experience
State Street March 2014 - Present
State Street March 2012 - June 2013
State Street Corporation August 2009 - February 2012
Skills
Corporate Actions, Securities, Fixed Income, Bloomberg, Fund Accounting
Education
University College Dublin 1998 — 2002
Bachelor's degree
State Street March 2014 - Present
State Street March 2012 - June 2013
State Street Corporation August 2009 - February 2012
Skills
Corporate Actions, Securities, Fixed Income, Bloomberg, Fund Accounting
Education
University College Dublin 1998 — 2002
Bachelor's degree
Abigail Chandor Abigail Chandor's State Street Experience May 2011 - July 2011
Job Buyer, Exclusive Brands
Industry Retail
Experience
Wayfair July 2015 - Present
Joss & Main March 2015 - July 2015
Joss & Main February 2014 - February 2015
Club Monaco October 2012 - February 2014
State Street May 2011 - July 2011
Tobey Grey 2005 - 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Access, GFE+, Microstrategy, Windows XP Pro, Apple OS, Retail, Time Management, Fashion, Inventory Management, Merchandising, Sales, Styling, Trend Forecasting, Wholesale
Education
University of Arizona 2008 — 2012
Wayfair July 2015 - Present
Joss & Main March 2015 - July 2015
Joss & Main February 2014 - February 2015
Club Monaco October 2012 - February 2014
State Street May 2011 - July 2011
Tobey Grey 2005 - 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Access, GFE+, Microstrategy, Windows XP Pro, Apple OS, Retail, Time Management, Fashion, Inventory Management, Merchandising, Sales, Styling, Trend Forecasting, Wholesale
Education
University of Arizona 2008 — 2012
Peter A. Luna Peter A. Luna's State Street Experience June 2011 - April 2012
Job Commercial Real Estate Analyst
Industry Real Estate
Experience
Integra Realty Resources May 2013 - Present
State Street June 2011 - April 2012
Calaveras Unified School District January 2010 - June 2011
State Street Bank June 2007 - September 2007
Skills
Economics, Microsoft Excel, Account Reconciliation, PowerPoint, Research, Microsoft Word, Microsoft Office
Education
University of California, Davis 2003 — 2008
BA, Economics
Integra Realty Resources May 2013 - Present
State Street June 2011 - April 2012
Calaveras Unified School District January 2010 - June 2011
State Street Bank June 2007 - September 2007
Skills
Economics, Microsoft Excel, Account Reconciliation, PowerPoint, Research, Microsoft Word, Microsoft Office
Education
University of California, Davis 2003 — 2008
BA, Economics
CHELSEA ECKLEY, PMP CHELSEA ECKLEY, PMP's State Street Experience July 2006 - December 2008
Job Project Manager at Oracle
Industry Information Technology and Services
Experience
Oracle April 2013 - Present
Oracle August 2010 - April 2013
Oracle December 2008 - August 2010
State Street July 2006 - December 2008
Skills
Project Management, Oracle Applications, Process Creation, Process Implementation, Process Management, Business Integration, Integrating Acquisitions, Merger & Acquisition..., International..., International Business..., Microsoft Suites, Microsoft Excel, Visual Basic, Relational Databases, PowerPoint, Key Performance..., Bug Tracking, Enhancement testing, Reporting Metrics, International Reporting, Analysis, Business Intelligence, Business Analysis, Business Process, Integration, Leadership, Management
Education
University of California, Davis 2004 — 2006
Bachelor of Arts in Economics, Minor in Communication
Colfax High School
Oracle April 2013 - Present
Oracle August 2010 - April 2013
Oracle December 2008 - August 2010
State Street July 2006 - December 2008
Skills
Project Management, Oracle Applications, Process Creation, Process Implementation, Process Management, Business Integration, Integrating Acquisitions, Merger & Acquisition..., International..., International Business..., Microsoft Suites, Microsoft Excel, Visual Basic, Relational Databases, PowerPoint, Key Performance..., Bug Tracking, Enhancement testing, Reporting Metrics, International Reporting, Analysis, Business Intelligence, Business Analysis, Business Process, Integration, Leadership, Management
Education
University of California, Davis 2004 — 2006
Bachelor of Arts in Economics, Minor in Communication
Colfax High School
Clodagh Sheridan Clodagh Sheridan's State Street Experience August 2010 - July 2012
Job Acceleration into Financial Professional Program (AFP) at Vanguard
Industry Investment Management
Experience
Vanguard November 2014 - Present
Vanguard December 2012 - October 2014
ANZ September 2012 - December 2012
State Street August 2010 - July 2012
Skills
Macro, Presentations, Bloomberg, Hedge Funds, Mutual Funds, Onsite Coordination, Derivatives, Account Reconciliation, Bank Reconciliation, FX Hedging, Liquidation, Microsoft Office, Pivot Tables, Teaching Adults, Cross Functional Team..., Compliance Testing, Lotus Notes, MIG, International Business..., Cross Cultural..., Investments, Asset Managment, Portfolio Management
Education
University College Dublin 2007 — 2010
Bachelor of Commerce, International Business
Coláiste Íosagáin 2001 — 2007
Leaving Certificate
Vanguard November 2014 - Present
Vanguard December 2012 - October 2014
ANZ September 2012 - December 2012
State Street August 2010 - July 2012
Skills
Macro, Presentations, Bloomberg, Hedge Funds, Mutual Funds, Onsite Coordination, Derivatives, Account Reconciliation, Bank Reconciliation, FX Hedging, Liquidation, Microsoft Office, Pivot Tables, Teaching Adults, Cross Functional Team..., Compliance Testing, Lotus Notes, MIG, International Business..., Cross Cultural..., Investments, Asset Managment, Portfolio Management
Education
University College Dublin 2007 — 2010
Bachelor of Commerce, International Business
Coláiste Íosagáin 2001 — 2007
Leaving Certificate
Ivan Bogojevic's State Street Experience February 2015 - Present
Job Operations Specialist Associate 2 at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
State Street September 2014 - February 2015
State Street Corporation May 2013 - September 2014
UMass Boston July 2013 - September 2013
University of Massachusetts Boston February 2013 - September 2013
University of Massachusetts Boston September 2011 - June 2013
Skills
Microsoft Office, Statistics, Econometrics, Data Analysis, SPSS, Actuarial Science, Mathematics
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Arts (BA), Economics, Senior
University of Belgrade 2009 — 2010
Economics
State Street February 2015 - Present
State Street September 2014 - February 2015
State Street Corporation May 2013 - September 2014
UMass Boston July 2013 - September 2013
University of Massachusetts Boston February 2013 - September 2013
University of Massachusetts Boston September 2011 - June 2013
Skills
Microsoft Office, Statistics, Econometrics, Data Analysis, SPSS, Actuarial Science, Mathematics
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Arts (BA), Economics, Senior
University of Belgrade 2009 — 2010
Economics
Brandon Zhang's State Street Experience June 2013 - August 2013
Job Investment Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2014 - Present
Sigma Alpha Mu (Sigma Sigma Chapter) November 2012 - November 2013
Tilden Capital Partners March 2013 - September 2013
Berkeley Sourcing Group June 2012 - September 2013
State Street June 2013 - August 2013
Brightstorm Inc April 2011 - August 2012
Undergraduate Marketing Association December 2011 - May 2012
Associated Students of the University of California September 2011 - May 2012
Private Piano Instructor August 2008 - June 2009
Skills
Social Media Marketing, SEO, Microsoft Office, Social Media, Press Releases, Team Management, Investment Research, Financial Statement..., Market Analysis, Finance, Search Engine..., Event Consulting, Stata
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Prudential Financial August 2014 - Present
Sigma Alpha Mu (Sigma Sigma Chapter) November 2012 - November 2013
Tilden Capital Partners March 2013 - September 2013
Berkeley Sourcing Group June 2012 - September 2013
State Street June 2013 - August 2013
Brightstorm Inc April 2011 - August 2012
Undergraduate Marketing Association December 2011 - May 2012
Associated Students of the University of California September 2011 - May 2012
Private Piano Instructor August 2008 - June 2009
Skills
Social Media Marketing, SEO, Microsoft Office, Social Media, Press Releases, Team Management, Investment Research, Financial Statement..., Market Analysis, Finance, Search Engine..., Event Consulting, Stata
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Justin Kalnins Justin Kalnins's State Street Experience March 2007 - January 2011
Job Associate at MUFG Americas
Industry Financial Services
Experience
MUFG Americas June 2015 - Present
NORD/LB January 2014 - June 2015
Moody's Investors Service November 2012 - January 2014
BMW Financial Services July 2011 - December 2011
BMW US Capital March 2011 - June 2011
State Street March 2007 - January 2011
Allianz Global Investors October 2005 - February 2006
Skills
Portfolio Management, Capital Markets, Economics, Risk Management, Analysis, Financial Markets, Strategy, Project Management, Statistics, Structured Finance, SAS, Bloomberg Terminal, Microsoft Excel, French, Research, Financial Risk, Bloomberg, Mutual Funds, Valuation
Education
Universität Augsburg 2006 — 2012
Master of Finance and Information, Finance
University of Tampa 2004 — 2005
Exchange Semester, Economics
MUFG Americas June 2015 - Present
NORD/LB January 2014 - June 2015
Moody's Investors Service November 2012 - January 2014
BMW Financial Services July 2011 - December 2011
BMW US Capital March 2011 - June 2011
State Street March 2007 - January 2011
Allianz Global Investors October 2005 - February 2006
Skills
Portfolio Management, Capital Markets, Economics, Risk Management, Analysis, Financial Markets, Strategy, Project Management, Statistics, Structured Finance, SAS, Bloomberg Terminal, Microsoft Excel, French, Research, Financial Risk, Bloomberg, Mutual Funds, Valuation
Education
Universität Augsburg 2006 — 2012
Master of Finance and Information, Finance
University of Tampa 2004 — 2005
Exchange Semester, Economics
Julie Neller Julie Neller's State Street Experience March 2008 - October 2010
Job Budget Analyst at California Department of Justice
Industry Financial Services
Experience
California Department of Justice, Budget Office July 2012 - Present
UC Davis Health System March 2012 - June 2012
State Street March 2008 - October 2010
The Sacramento Bee March 2007 - March 2008
The Sacramento Bee November 2005 - March 2007
The Sacramento Bee November 2004 - November 2005
Skills
Corporate Actions, Timely, Banking, Excel, Outlook, Word, Microsoft Office, Data Analysis, Microsoft Excel, Budget, Budget Process, Budget Monitoring, Budgets, Strategic Planning, Troubleshooting, Business Strategy, Business Analysis
Education
University of California, Davis 1999 — 2003
B.S., Managerial Economics
UC Davis Extension
Business Analysis Certificate Program
California Department of Justice, Budget Office July 2012 - Present
UC Davis Health System March 2012 - June 2012
State Street March 2008 - October 2010
The Sacramento Bee March 2007 - March 2008
The Sacramento Bee November 2005 - March 2007
The Sacramento Bee November 2004 - November 2005
Skills
Corporate Actions, Timely, Banking, Excel, Outlook, Word, Microsoft Office, Data Analysis, Microsoft Excel, Budget, Budget Process, Budget Monitoring, Budgets, Strategic Planning, Troubleshooting, Business Strategy, Business Analysis
Education
University of California, Davis 1999 — 2003
B.S., Managerial Economics
UC Davis Extension
Business Analysis Certificate Program
Rich Schmick Rich Schmick's State Street Experience 2002 - 2006
Job Director, Organizational Development at VML
Industry Online Media
Experience
VML May 2011 - Present
VML February 2010 - May 2011
VML November 2008 - February 2010
VML November 2007 - November 2008
VML August 2006 - October 2007
State Street 2002 - 2006
AT & T June 2001 - December 2001
Gateway June 1998 - April 2001
Gateway November 1996 - June 1998
Gateway December 1994 - November 1996
Skills
Organizational..., Instructional Design, Training & Development, Technical Writing, Classroom Instruction, eLearning Development, Digital Strategy, Digital Governance, Business Analysis, Agile, Knowledge Management, Social Media Marketing, Mobile Marketing, CMS Training &..., Business Requirements, Communications Strategy, CMS, Digital, Agile Methodologies, E-Learning, Employee Training, Content Strategy, Team Leadership, Interactive Marketing, SDLC, Mobile Applications, Internal Communications, Leadership, Creative Strategy, User Experience, Project Management, CRM, Training, Omniture, Social Media, Mobile Devices, Information Architecture, Web Development, Strategic Thinking, Program Management, Web Analytics, Change Management, Social Networking, User Interface Design, Strategy, Content Management, Agile Project Management, Online Advertising, Classroom, Digital Marketing
Education
University at Buffalo 1985 — 1989
Bachelor, Communications, minor in Advertising and Public Relations
VML May 2011 - Present
VML February 2010 - May 2011
VML November 2008 - February 2010
VML November 2007 - November 2008
VML August 2006 - October 2007
State Street 2002 - 2006
AT & T June 2001 - December 2001
Gateway June 1998 - April 2001
Gateway November 1996 - June 1998
Gateway December 1994 - November 1996
Skills
Organizational..., Instructional Design, Training & Development, Technical Writing, Classroom Instruction, eLearning Development, Digital Strategy, Digital Governance, Business Analysis, Agile, Knowledge Management, Social Media Marketing, Mobile Marketing, CMS Training &..., Business Requirements, Communications Strategy, CMS, Digital, Agile Methodologies, E-Learning, Employee Training, Content Strategy, Team Leadership, Interactive Marketing, SDLC, Mobile Applications, Internal Communications, Leadership, Creative Strategy, User Experience, Project Management, CRM, Training, Omniture, Social Media, Mobile Devices, Information Architecture, Web Development, Strategic Thinking, Program Management, Web Analytics, Change Management, Social Networking, User Interface Design, Strategy, Content Management, Agile Project Management, Online Advertising, Classroom, Digital Marketing
Education
University at Buffalo 1985 — 1989
Bachelor, Communications, minor in Advertising and Public Relations
Harley Arnett Harley Arnett's State Street Experience August 2005 - July 2009
Job Database Architect, Global Trading Systems at State Street Bank
Industry Banking
Experience
State Street August 2005 - July 2009
AES 2002 - 2004
Web-Link 1996 - 2002
Foster Ousley Conley 1990 - 1996
Core Systems 1988 - 1990
Hibernia Bank 1986 - 1988
Education
University of California, Santa Barbara 1976 — 1978
BA, Economics
University of California, Berkeley 1969 — 1974
Premed
State Street August 2005 - July 2009
AES 2002 - 2004
Web-Link 1996 - 2002
Foster Ousley Conley 1990 - 1996
Core Systems 1988 - 1990
Hibernia Bank 1986 - 1988
Education
University of California, Santa Barbara 1976 — 1978
BA, Economics
University of California, Berkeley 1969 — 1974
Premed
Joseph Hsiao Joseph Hsiao's State Street Experience December 2013 - July 2015
Job Business Systems Analyst at State Street
Industry Banking
Experience
State Street - Global Treasury July 2015 - Present
State Street December 2013 - July 2015
State Street June 2012 - December 2013
State Street April 2011 - June 2012
M&T Bank November 2007 - September 2010
Skills
Valuation, Equities, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial..., Investments, Finance, Banking, Portfolio Management, Capital Markets, RFP, RFI, Information Technology, Information Security, Access Control, Project Planning, Project Coordination, Project Management, Financial Services
Education
University at Buffalo 2003 — 2007
Bachelor of Arts (BA), Economics
State Street - Global Treasury July 2015 - Present
State Street December 2013 - July 2015
State Street June 2012 - December 2013
State Street April 2011 - June 2012
M&T Bank November 2007 - September 2010
Skills
Valuation, Equities, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial..., Investments, Finance, Banking, Portfolio Management, Capital Markets, RFP, RFI, Information Technology, Information Security, Access Control, Project Planning, Project Coordination, Project Management, Financial Services
Education
University at Buffalo 2003 — 2007
Bachelor of Arts (BA), Economics
Immad Baig Immad Baig's State Street Experience November 2014 - Present
Job Portfolio Accountant at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Morgan Stanley July 2014 - August 2014
Sears Holdings Corporation March 2011 - August 2013
Skills
Programming in C, C++, Customer Persuation, Time-efficient, Teamwork, Money-handling, Leadership, Friendly Personality, Sales, Customer Service and..., Microsoft Office, Accounting Knowledge, Financial Services, Easily Adaptable, Always Willing to Learn, Investments, Microsoft Excel, PowerPoint, Analysis, Portfolio Management, Microsoft Word, Accounting, Asset Management, Valuation, Finance
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
State Street November 2014 - Present
Morgan Stanley July 2014 - August 2014
Sears Holdings Corporation March 2011 - August 2013
Skills
Programming in C, C++, Customer Persuation, Time-efficient, Teamwork, Money-handling, Leadership, Friendly Personality, Sales, Customer Service and..., Microsoft Office, Accounting Knowledge, Financial Services, Easily Adaptable, Always Willing to Learn, Investments, Microsoft Excel, PowerPoint, Analysis, Portfolio Management, Microsoft Word, Accounting, Asset Management, Valuation, Finance
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Anthony O'Reilly Anthony O'Reilly's State Street Experience January 2014 - Present
Job Chief Ethics Officer at State Street
Industry Management Consulting
Experience
State Street January 2014 - Present
ESC of New England October 2013 - Present
theunreasonableauditor.com October 2012 - December 2013
Siemens AG October 2008 - September 2012
PricewaterhouseCoopers, BOSTON AND US NATIONAL OFFICES August 1996 - September 2008
PwC January 1992 - July 1996
KPMG, HONG KONG 1988 - 1991
PwC September 1984 - August 1988
Skills
Corporate Governance, Internal Audit, Enterprise Risk..., Change Management, Leadership, International, Anti-bribery, FCPA, Auditing, Accounting, Sarbanes-Oxley, US GAAP, IFRS, Due Diligence, Assurance, Sarbanes-Oxley Act
Education
University of Birmingham 1981 — 1984
BA (Hons), Medieval and Modern History
State Street January 2014 - Present
ESC of New England October 2013 - Present
theunreasonableauditor.com October 2012 - December 2013
Siemens AG October 2008 - September 2012
PricewaterhouseCoopers, BOSTON AND US NATIONAL OFFICES August 1996 - September 2008
PwC January 1992 - July 1996
KPMG, HONG KONG 1988 - 1991
PwC September 1984 - August 1988
Skills
Corporate Governance, Internal Audit, Enterprise Risk..., Change Management, Leadership, International, Anti-bribery, FCPA, Auditing, Accounting, Sarbanes-Oxley, US GAAP, IFRS, Due Diligence, Assurance, Sarbanes-Oxley Act
Education
University of Birmingham 1981 — 1984
BA (Hons), Medieval and Modern History
David Ranieri David Ranieri's State Street Experience February 2005 - June 2006
Job Operations Manager at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management March 2015 - Present
Geode Capital Management September 2013 - March 2015
BNP Paribas August 2009 - August 2013
BNP Paribas September 2007 - January 2010
BNY Mellon September 2006 - September 2007
State Street February 2005 - June 2006
Skills
Middle Office, Derivatives, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Options, Mutual Funds, Trading Systems, Commodity, Finance, Investments, Settlement, Structured Products, Account Reconciliation, Hedging, ETFs, Funding, Analysis, Valuation, Alternative Investments, Financial Services, Capital Markets
Education
University at Buffalo 2003 — 2005
Bachelor of Arts, Communication
Geode Capital Management March 2015 - Present
Geode Capital Management September 2013 - March 2015
BNP Paribas August 2009 - August 2013
BNP Paribas September 2007 - January 2010
BNY Mellon September 2006 - September 2007
State Street February 2005 - June 2006
Skills
Middle Office, Derivatives, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Options, Mutual Funds, Trading Systems, Commodity, Finance, Investments, Settlement, Structured Products, Account Reconciliation, Hedging, ETFs, Funding, Analysis, Valuation, Alternative Investments, Financial Services, Capital Markets
Education
University at Buffalo 2003 — 2005
Bachelor of Arts, Communication
Hu Liang Hu Liang's State Street Experience May 2015 - Present
Job
Industry Financial Services
Experience
State Street May 2015 - Present
Skills
Entrepreneurship, Financial Services, Leadership, Electronic Trading, Negotiation, Capital Markets, PKI, Public Key Cryptography, PKCS, crypto-currency, Mergers & Acquisitions, Collective Intelligence, Product Strategies, Product Management, Investment Management, Market Data, Trading, Mobile Technology
Education
Rutgers University, New Jersey
BS
University of California, Berkeley, Haas School of Business
MBA
State Street May 2015 - Present
Skills
Entrepreneurship, Financial Services, Leadership, Electronic Trading, Negotiation, Capital Markets, PKI, Public Key Cryptography, PKCS, crypto-currency, Mergers & Acquisitions, Collective Intelligence, Product Strategies, Product Management, Investment Management, Market Data, Trading, Mobile Technology
Education
Rutgers University, New Jersey
BS
University of California, Berkeley, Haas School of Business
MBA
Anand Desai's State Street Experience April 2015 - Present
Job Officer Client Operations Manager at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street Corporation July 2013 - April 2015
State Street Corporation January 2013 - July 2013
State Street Corporation July 2011 - December 2012
Campus Copies and Classical Notes May 2010 - June 2011
Phi Alpha Delta Law Fraternity, International September 2009 - June 2010
Campus Copies and Classical Notes August 2009 - May 2010
Phi Alpha Delta Law Fraternity, International September 2009 - December 2009
SanDisk July 2009 - September 2009
Ramakraas Garba September 2007 - September 2009
Skills
Customer Service, Leadership, Sales, Business, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Social Media, Time Management, Event Planning, Outlook, Bloomberg, Due Diligence, BlackRock Aladdin, Fixed Income, Derivatives, Accruals, Accounting, Management, Financial Analysis, Finance, Marketing, Training, Analysis, Investments, Banking, Mutual Funds, Process Improvement, Securities, Account Reconciliation, Teamwork, Access, Economics
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Bellarmine College Preparatory 2003 — 2007
High School Diploma
State Street April 2015 - Present
State Street Corporation July 2013 - April 2015
State Street Corporation January 2013 - July 2013
State Street Corporation July 2011 - December 2012
Campus Copies and Classical Notes May 2010 - June 2011
Phi Alpha Delta Law Fraternity, International September 2009 - June 2010
Campus Copies and Classical Notes August 2009 - May 2010
Phi Alpha Delta Law Fraternity, International September 2009 - December 2009
SanDisk July 2009 - September 2009
Ramakraas Garba September 2007 - September 2009
Skills
Customer Service, Leadership, Sales, Business, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Social Media, Time Management, Event Planning, Outlook, Bloomberg, Due Diligence, BlackRock Aladdin, Fixed Income, Derivatives, Accruals, Accounting, Management, Financial Analysis, Finance, Marketing, Training, Analysis, Investments, Banking, Mutual Funds, Process Improvement, Securities, Account Reconciliation, Teamwork, Access, Economics
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Jimmy Yung Jimmy Yung's State Street Experience June 2005 - September 2005
Job Experienced Investment Analyst
Industry Investment Management
Experience
Vx Capital Partners July 2013 - Present
Golub Group, LLC September 2010 - June 2013
Gruber McBaine Capital Management July 2007 - December 2008
Wells Fargo June 2006 - July 2007
State Street June 2005 - September 2005
Skills
Financial Analysis, Portfolio Attribution, Investment Management, Marketing Communications, Market Analysis, Portfolio Management, Managing Database, Salesforce.com, Relationship Management, Valuation, Business Development, Excel, Business Analysis, Strategy, Asset Management, Finance
Education
University of California, Berkeley 2010 — 2012
Certificate
University of California, Davis 2001 — 2006
Bachelor of Arts
Phillip Burton high School
Vx Capital Partners July 2013 - Present
Golub Group, LLC September 2010 - June 2013
Gruber McBaine Capital Management July 2007 - December 2008
Wells Fargo June 2006 - July 2007
State Street June 2005 - September 2005
Skills
Financial Analysis, Portfolio Attribution, Investment Management, Marketing Communications, Market Analysis, Portfolio Management, Managing Database, Salesforce.com, Relationship Management, Valuation, Business Development, Excel, Business Analysis, Strategy, Asset Management, Finance
Education
University of California, Berkeley 2010 — 2012
Certificate
University of California, Davis 2001 — 2006
Bachelor of Arts
Phillip Burton high School
Douglas Ro Douglas Ro's State Street Experience July 2014 - December 2014
Job Marketing Analyst Intern at QuinStreet
Industry Marketing and Advertising
Experience
QuinStreet June 2015 - Present
State Street July 2014 - December 2014
Plug-in Hybrid & Electric Vehicle Research Center June 2014 - September 2014
UC Davis Internship & Career Center April 2013 - June 2014
AGS Consulting - UC Davis December 2012 - June 2014
UC Davis Medical Center July 2013 - February 2014
Kaplan Test Prep and Admissions August 2012 - January 2014
Student Academic Success Center July 2013 - October 2013
GMR Marketing July 2013 - September 2013
Internal Revenue Service December 2012 - April 2013
Skills
Event Planning, Research, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Social Media, Time Management, Data Analysis, Social Media Marketing, R, Stata, Project Management, Strategic Planning, Business Development, Case Studies, SAS, SQL, Matlab, PowerPoint, Leadership, Teamwork, Statistical Analysis, Finance
Education
University of California, Davis 2010 — 2015
Bachelor of Arts (B.A.), Economics
Rancho Cucamonga High School 2006 — 2010
QuinStreet June 2015 - Present
State Street July 2014 - December 2014
Plug-in Hybrid & Electric Vehicle Research Center June 2014 - September 2014
UC Davis Internship & Career Center April 2013 - June 2014
AGS Consulting - UC Davis December 2012 - June 2014
UC Davis Medical Center July 2013 - February 2014
Kaplan Test Prep and Admissions August 2012 - January 2014
Student Academic Success Center July 2013 - October 2013
GMR Marketing July 2013 - September 2013
Internal Revenue Service December 2012 - April 2013
Skills
Event Planning, Research, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Social Media, Time Management, Data Analysis, Social Media Marketing, R, Stata, Project Management, Strategic Planning, Business Development, Case Studies, SAS, SQL, Matlab, PowerPoint, Leadership, Teamwork, Statistical Analysis, Finance
Education
University of California, Davis 2010 — 2015
Bachelor of Arts (B.A.), Economics
Rancho Cucamonga High School 2006 — 2010
Satish Pandey's State Street Experience December 2012 - March 2014
Job BI Technical Lead at Apple
Industry Computer Software
Experience
Apple March 2014 - Present
Wipro Limited December 2012 - Present
State Street December 2012 - March 2014
John Deere April 2011 - November 2012
IBM January 2010 - November 2012
Express Scripts January 2010 - March 2011
Cisco January 2009 - January 2010
Zensar Technologies Ltd., Pune June 2008 - January 2010
John Lewis Partnership June 2008 - January 2009
Reliance Industries Ltd., Mumbai July 2006 - May 2008
Skills
Business Intelligence, Performance Tuning, Data Warehousing, Requirements Analysis, Software Project..., Business Objects, PL/SQL, Requirements Gathering, Solution Architecture, SSRS, Business Analysis, Telecommunications, SAP, Analysis, DB2, Data Modeling, Databases, Oracle, Management, SQL, SDLC
Education
University of Rajasthan 2002 — 2005
MCA, Computer Applications
University of Allahabad 2000 — 2002
M.Com, Commerce
Apple March 2014 - Present
Wipro Limited December 2012 - Present
State Street December 2012 - March 2014
John Deere April 2011 - November 2012
IBM January 2010 - November 2012
Express Scripts January 2010 - March 2011
Cisco January 2009 - January 2010
Zensar Technologies Ltd., Pune June 2008 - January 2010
John Lewis Partnership June 2008 - January 2009
Reliance Industries Ltd., Mumbai July 2006 - May 2008
Skills
Business Intelligence, Performance Tuning, Data Warehousing, Requirements Analysis, Software Project..., Business Objects, PL/SQL, Requirements Gathering, Solution Architecture, SSRS, Business Analysis, Telecommunications, SAP, Analysis, DB2, Data Modeling, Databases, Oracle, Management, SQL, SDLC
Education
University of Rajasthan 2002 — 2005
MCA, Computer Applications
University of Allahabad 2000 — 2002
M.Com, Commerce
Hasan Aman's State Street Experience August 2015 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street June 2014 - August 2015
State Street April 2013 - June 2014
Franklin Templeton Investments August 2012 - March 2013
Morgan Stanley July 2011 - August 2011
Skills
Bloomberg Terminal
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.Sc.), Managerial Economics
Karachi Grammar School
High School Diploma
CFA Institute
Passed Level I of the CFA Program
State Street August 2015 - Present
State Street June 2014 - August 2015
State Street April 2013 - June 2014
Franklin Templeton Investments August 2012 - March 2013
Morgan Stanley July 2011 - August 2011
Skills
Bloomberg Terminal
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.Sc.), Managerial Economics
Karachi Grammar School
High School Diploma
CFA Institute
Passed Level I of the CFA Program
Joseph Podesta Joseph Podesta's State Street Experience 2007 - December 2014
Job Vice President IT Infrastructure Operations at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI December 2014 - Present
State Street 2007 - December 2014
Investors Bank & Trust July 2002 - July 2007
SOMA LIVING INC On-line real estate services company (GMAC-funded startup) 2001 - 2001
RevereData (formerly Sectorbase) On-line equity analytics company (Reuters-funded startup) 1999 - 2001
MARCUS & MILLICHAP, San Francisco, California 1999 - 1999
Ernst & Young, San Francisco, California 1998 - 1999
MERIDIAN INDUSTRIAL TRUST, San Francisco, California 1995 - 1998
Skills
Business Intelligence, Program Management, SDLC, Analytics, Financial Services, Enterprise Risk..., Mobile Infrastructure, Infrastructure..., Infrastructure..., Infrastructure..., Infrastructure Security, Vendor Management, SaaS, IT Management, Start-ups, Cloud Computing, Enterprise Software, Integration, Strategy, Product Management, Project Management, Databases, Mergers & Acquisitions, IT Strategy, SOA, Business Analysis, CRM, Enterprise Architecture, Leadership, Outsourcing, PMO, Data Center, Information Technology, Management, Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Software Project..., Business Process..., PMP, Professional Services
Education
University of San Francisco 2005 — 2006
MS
University of California, Berkeley, Haas School of Business 2005 — 2005
Certificate Risk Management
University of San Francisco 1992 — 1995
BS/BA
De La Salle High School Concord, Ca
acalenes
MSCI December 2014 - Present
State Street 2007 - December 2014
Investors Bank & Trust July 2002 - July 2007
SOMA LIVING INC On-line real estate services company (GMAC-funded startup) 2001 - 2001
RevereData (formerly Sectorbase) On-line equity analytics company (Reuters-funded startup) 1999 - 2001
MARCUS & MILLICHAP, San Francisco, California 1999 - 1999
Ernst & Young, San Francisco, California 1998 - 1999
MERIDIAN INDUSTRIAL TRUST, San Francisco, California 1995 - 1998
Skills
Business Intelligence, Program Management, SDLC, Analytics, Financial Services, Enterprise Risk..., Mobile Infrastructure, Infrastructure..., Infrastructure..., Infrastructure..., Infrastructure Security, Vendor Management, SaaS, IT Management, Start-ups, Cloud Computing, Enterprise Software, Integration, Strategy, Product Management, Project Management, Databases, Mergers & Acquisitions, IT Strategy, SOA, Business Analysis, CRM, Enterprise Architecture, Leadership, Outsourcing, PMO, Data Center, Information Technology, Management, Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Software Project..., Business Process..., PMP, Professional Services
Education
University of San Francisco 2005 — 2006
MS
University of California, Berkeley, Haas School of Business 2005 — 2005
Certificate Risk Management
University of San Francisco 1992 — 1995
BS/BA
De La Salle High School Concord, Ca
acalenes
Conor Hourigan's State Street Experience October 2000 - June 2002
Job Talent Acquisition Leader
Industry Financial Services
Experience
UBS October 2014 - Present
David Barrett Partners February 2011 - September 2014
Boutique Search Firm December 2008 - February 2011
Russell Reynolds Associates November 2006 - December 2008
Armstrong International April 2004 - November 2006
Michael Page May 2002 - April 2004
State Street October 2000 - June 2002
Skills
Wealth Management, Investments, Family Office, Executive Search, Investment Management, Private Banking, High Net Worth..., Asset Managment, Foundations, Endowments, Pension Funds, Recruitment/Retention, Negotiation, Networking, Registered Investment..., Workforce Planning, Investment Banking, Asset Management, Recruiting, Onboarding, EMEA, Management, Project Management, Supplier Quality..., Diversity & Inclusion, Diversity Training, Supplier Diversity
Education
University College Cork
BSc, Finance
UBS October 2014 - Present
David Barrett Partners February 2011 - September 2014
Boutique Search Firm December 2008 - February 2011
Russell Reynolds Associates November 2006 - December 2008
Armstrong International April 2004 - November 2006
Michael Page May 2002 - April 2004
State Street October 2000 - June 2002
Skills
Wealth Management, Investments, Family Office, Executive Search, Investment Management, Private Banking, High Net Worth..., Asset Managment, Foundations, Endowments, Pension Funds, Recruitment/Retention, Negotiation, Networking, Registered Investment..., Workforce Planning, Investment Banking, Asset Management, Recruiting, Onboarding, EMEA, Management, Project Management, Supplier Quality..., Diversity & Inclusion, Diversity Training, Supplier Diversity
Education
University College Cork
BSc, Finance
Kelly Sisco Kelly Sisco's State Street Experience October 2014 - Present
Job Custody Operations Manager at State Street Corporation
Industry Financial Services
Experience
State Street October 2014 - Present
State Street Corporation January 2012 - Present
State Street Corporation June 2010 - January 2012
Designers’ Circle Jewelers December 2007 - May 2010
Skills
Management, Customer Service, Training, Investments, Mutual Funds, Time Management, Financial Services, Account Reconciliation, Microsoft Excel, PowerPoint, Outlook, Accounting, Microsoft Word, Event Planning
Education
University of Arizona 2005 — 2009
Bachelor of Arts Degree, Communication
State Street October 2014 - Present
State Street Corporation January 2012 - Present
State Street Corporation June 2010 - January 2012
Designers’ Circle Jewelers December 2007 - May 2010
Skills
Management, Customer Service, Training, Investments, Mutual Funds, Time Management, Financial Services, Account Reconciliation, Microsoft Excel, PowerPoint, Outlook, Accounting, Microsoft Word, Event Planning
Education
University of Arizona 2005 — 2009
Bachelor of Arts Degree, Communication
Mui On, MBA Mui On, MBA's State Street Experience November 2010 - January 2012
Job Sr. Financial Analyst at E. & J. Gallo Winery
Industry Consumer Goods
Experience
E. & J. Gallo Winery November 2014 - Present
E. & J. Gallo Winery October 2013 - Present
E. & J. Gallo Winery January 2012 - October 2013
State Street November 2010 - January 2012
State Street Bank May 2008 - November 2010
State Street May 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Valuation, Analysis, Derivatives, Account Reconciliation, General Ledger, Finance, Data Analysis, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Business, Bachelor of Science, Business Administration and Bachelor of Arts, Mass Communications
E. & J. Gallo Winery November 2014 - Present
E. & J. Gallo Winery October 2013 - Present
E. & J. Gallo Winery January 2012 - October 2013
State Street November 2010 - January 2012
State Street Bank May 2008 - November 2010
State Street May 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Valuation, Analysis, Derivatives, Account Reconciliation, General Ledger, Finance, Data Analysis, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Business, Bachelor of Science, Business Administration and Bachelor of Arts, Mass Communications
Ryan McTague's State Street Experience March 2015 - Present
Job State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street March 2015 - Present
State Street May 2013 - March 2015
PEM Inc. January 2013 - May 2013
State Street Bank June 2012 - January 2013
Red Curve Solutions March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2008..., Microsoft Office Outlook, PowerPoint, Client Relations Skills, Business Ethics, Business Marketing, Fund Accounting, Mutual Funds, Accounting, Finance, Corporate Finance, Financial Consulting, Financial Forecasting, Business Economics, Economics, Commercial Real Estate, Regional Development, Geography, Economic Geography, Urban Geography, GIS systems, ArcGIS, ArcMap, GPS devices, GPS Applications, Microsoft Office 2007, Outlook, Financial Advisory, Analysis
Education
University of Arizona 2003 — 2008
Bachelor of Science (B.S.), Geography and Regional Development, Business Administration Minor
North Andover High School 1999 — 2003
High School Diploma
State Street March 2015 - Present
State Street May 2013 - March 2015
PEM Inc. January 2013 - May 2013
State Street Bank June 2012 - January 2013
Red Curve Solutions March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2008..., Microsoft Office Outlook, PowerPoint, Client Relations Skills, Business Ethics, Business Marketing, Fund Accounting, Mutual Funds, Accounting, Finance, Corporate Finance, Financial Consulting, Financial Forecasting, Business Economics, Economics, Commercial Real Estate, Regional Development, Geography, Economic Geography, Urban Geography, GIS systems, ArcGIS, ArcMap, GPS devices, GPS Applications, Microsoft Office 2007, Outlook, Financial Advisory, Analysis
Education
University of Arizona 2003 — 2008
Bachelor of Science (B.S.), Geography and Regional Development, Business Administration Minor
North Andover High School 1999 — 2003
High School Diploma
Dhinesh Ganapathiappan's State Street Experience May 2009 - April 2011
Job Assistant Vice President at State Street Investment Analytics
Industry Investment Management
Experience
State Street Investment Analytics September 2013 - Present
State Street Investment Analytics April 2011 - September 2013
State Street May 2009 - April 2011
Finance & Investment Club at UC Davis May 2007 - June 2010
Global Heritage Fund June 2008 - September 2008
Morgan Stanley January 2008 - June 2008
Red Herring June 2007 - September 2007
Red Herring June 2006 - September 2006
Skills
Investments, Leadership, Start-ups, Equities, Bloomberg, Analysis, Management, Market Risk, Financial Analysis, Analytics, Bloomberg Terminal, Teamwork, Corporate Finance, Fund Of Funds, Alternative Investments, Hedge Funds, Valuation, Derivatives, Finance, Mutual Funds, Financial Modeling, Economics, Portfolio Management, Quantitative Analytics, Fund Accounting, Fixed Income, Training, Accounting
Education
University of California, Davis 2005 — 2009
Economics
State Street Investment Analytics September 2013 - Present
State Street Investment Analytics April 2011 - September 2013
State Street May 2009 - April 2011
Finance & Investment Club at UC Davis May 2007 - June 2010
Global Heritage Fund June 2008 - September 2008
Morgan Stanley January 2008 - June 2008
Red Herring June 2007 - September 2007
Red Herring June 2006 - September 2006
Skills
Investments, Leadership, Start-ups, Equities, Bloomberg, Analysis, Management, Market Risk, Financial Analysis, Analytics, Bloomberg Terminal, Teamwork, Corporate Finance, Fund Of Funds, Alternative Investments, Hedge Funds, Valuation, Derivatives, Finance, Mutual Funds, Financial Modeling, Economics, Portfolio Management, Quantitative Analytics, Fund Accounting, Fixed Income, Training, Accounting
Education
University of California, Davis 2005 — 2009
Economics
Cory Chen Cory Chen's State Street Experience September 2014 - October 2014
Job Accounting Intern at Airbnb
Industry
Experience
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
Emily Greenstein's State Street Experience June 2015 - August 2015
Job Mutual Fund Accounting Intern at State Street
Industry Financial Services
Experience
Brick Toast Cafe March 2015 - Present
ASUCD Entertainment Council September 2013 - Present
State Street June 2015 - August 2015
Einstein Noah Restaurant Group, Inc. July 2013 - September 2013
Skills
Microsoft Office, Leadership, Public Speaking, Financial Analysis, Analysis, Marketing, Economics, Microsoft Excel, PowerPoint, Problem Solving, Microsoft Word, Statistics, Social Networking, Teamwork
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
Tarbut V'Torah Community Day School 2009 — 2012
High School, Academic
Brick Toast Cafe March 2015 - Present
ASUCD Entertainment Council September 2013 - Present
State Street June 2015 - August 2015
Einstein Noah Restaurant Group, Inc. July 2013 - September 2013
Skills
Microsoft Office, Leadership, Public Speaking, Financial Analysis, Analysis, Marketing, Economics, Microsoft Excel, PowerPoint, Problem Solving, Microsoft Word, Statistics, Social Networking, Teamwork
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
Tarbut V'Torah Community Day School 2009 — 2012
High School, Academic
Eric Keegan Eric Keegan's State Street Experience December 2012 - August 2013
Job Investor Relations Specialist in multi national hedge fund administrator
Industry Financial Services
Experience
The Citco Group of Companies December 2014 - Present
Citi September 2014 - December 2014
Citi August 2013 - May 2014
State Street December 2012 - August 2013
Permanent TSB June 2011 - November 2012
Primark September 2007 - September 2009
Skills
Sales, Time Management, Customer Service, Banking, German, Teamwork, Management, Market Research, Microsoft Office, Microsoft Excel, Team Leadership, Marketing Communications, Social Media, PowerPoint
Education
University College Dublin 2007 — 2011
International Commerce & German, Bachelor Degree in International Commerce & German
University Eichstaett-Ingolstadt 2009 — 2010
BA, German
The Institute of Education, Dublin 2005 — 2007
Templeogue College Secondary School 2001 — 2005
The Citco Group of Companies December 2014 - Present
Citi September 2014 - December 2014
Citi August 2013 - May 2014
State Street December 2012 - August 2013
Permanent TSB June 2011 - November 2012
Primark September 2007 - September 2009
Skills
Sales, Time Management, Customer Service, Banking, German, Teamwork, Management, Market Research, Microsoft Office, Microsoft Excel, Team Leadership, Marketing Communications, Social Media, PowerPoint
Education
University College Dublin 2007 — 2011
International Commerce & German, Bachelor Degree in International Commerce & German
University Eichstaett-Ingolstadt 2009 — 2010
BA, German
The Institute of Education, Dublin 2005 — 2007
Templeogue College Secondary School 2001 — 2005
Calvin Kwong's State Street Experience November 2014 - June 2015
Job Student at University of California, Davis
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
State Street November 2014 - June 2015
Molecular Matrix, Inc. June 2014 - November 2014
UC Davis August 2013 - November 2014
Morgan Stanley September 2013 - December 2013
Skills
Finance, Investment, Data Analysis, Market Analysis, Research, Income Processing, Trade Reconcilation, Goal-oriented, Detailed, Team-Oriented, Investments, Financial Analysis, Teamwork, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments July 2015 - Present
State Street November 2014 - June 2015
Molecular Matrix, Inc. June 2014 - November 2014
UC Davis August 2013 - November 2014
Morgan Stanley September 2013 - December 2013
Skills
Finance, Investment, Data Analysis, Market Analysis, Research, Income Processing, Trade Reconcilation, Goal-oriented, Detailed, Team-Oriented, Investments, Financial Analysis, Teamwork, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Rasika Gynedi Rasika Gynedi's State Street Experience January 2010 - June 2011
Job Researcher at Center for Strategic and International Studies (CSIS)
Industry Public Policy
Experience
Center for Strategic and International Studies (CSIS) December 2013 - January 2015
Yes Bank May 2012 - May 2013
State Street January 2010 - June 2011
RBC Capital Markets May 2009 - October 2009
Skills
Fixed Income, Analysis, Research, Economics, Economic Research
Education
University of Bath 2007 — 2008
Master's degree, Economics and Finance, Distinction
University of Mumbai 2004 — 2007
Bachelor's degree, Economics, Distinction
International School of Basel 2001 — 2004
High School, International Baccalaureate
Center for Strategic and International Studies (CSIS) December 2013 - January 2015
Yes Bank May 2012 - May 2013
State Street January 2010 - June 2011
RBC Capital Markets May 2009 - October 2009
Skills
Fixed Income, Analysis, Research, Economics, Economic Research
Education
University of Bath 2007 — 2008
Master's degree, Economics and Finance, Distinction
University of Mumbai 2004 — 2007
Bachelor's degree, Economics, Distinction
International School of Basel 2001 — 2004
High School, International Baccalaureate
Adam Treboutat Adam Treboutat's State Street Experience July 2012 - August 2013
Job Digital Marketing Analyst at Salesforce
Industry Marketing and Advertising
Experience
Salesforce August 2015 - Present
iCrossing January 2014 - July 2015
State Street July 2012 - August 2013
Morgan Stanley Smith Barney July 2011 - March 2012
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.5/4.0
Salesforce August 2015 - Present
iCrossing January 2014 - July 2015
State Street July 2012 - August 2013
Morgan Stanley Smith Barney July 2011 - March 2012
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.5/4.0
Matt Sheinbrot's State Street Experience September 2012 - December 2012
Job Associate Operations Control KYC / AML Client Account Approval
Industry Financial Services
Experience
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Tae Min Tae Min's State Street Experience November 2014 - May 2015
Job Client Operations Associate at Natixis Asset Management
Industry Investment Management
Experience
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Joyce Ong Joyce Ong's State Street Experience May 2015 - Present
Job Investment Management Operations Analyst at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
ICF International March 2014 - May 2015
Summit Funding, Inc. August 2012 - October 2013
UC Davis: Center for Plant Diversity October 2010 - August 2012
U.S. House of Representatives, Congresswoman Doris Matsui June 2011 - August 2011
UC Davis Medical Center July 2009 - June 2010
Skills
Microsoft Office, Data Entry, Research, Community Outreach, Event Planning, Data Analysis, Access, Critical Thinking, Analysis
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), International Relations (World Trade and Development)
State Street May 2015 - Present
ICF International March 2014 - May 2015
Summit Funding, Inc. August 2012 - October 2013
UC Davis: Center for Plant Diversity October 2010 - August 2012
U.S. House of Representatives, Congresswoman Doris Matsui June 2011 - August 2011
UC Davis Medical Center July 2009 - June 2010
Skills
Microsoft Office, Data Entry, Research, Community Outreach, Event Planning, Data Analysis, Access, Critical Thinking, Analysis
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), International Relations (World Trade and Development)
Chelsea Bearden Chelsea Bearden's State Street Experience October 2013 - Present
Job IFS Tax Associate at Statestreet
Industry Accounting
Experience
State Street October 2013 - Present
Accountemps June 2013 - October 2013
EGP PLLC Certified Public Accountants & Consultants January 2013 - April 2013
Best Buy September 2010 - November 2011
Easter Seals November 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Peachtree, Problem Solving, Visio, Access, Nonprofits, QuickBooks, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Financial Analysis
Education
University of Arkansas at Little Rock 2009 — 2013
Bachelor of Science (B.S.), Accounting, GPA: 3.4 Accounting GPA: 3.1
State Street October 2013 - Present
Accountemps June 2013 - October 2013
EGP PLLC Certified Public Accountants & Consultants January 2013 - April 2013
Best Buy September 2010 - November 2011
Easter Seals November 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Peachtree, Problem Solving, Visio, Access, Nonprofits, QuickBooks, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Financial Analysis
Education
University of Arkansas at Little Rock 2009 — 2013
Bachelor of Science (B.S.), Accounting, GPA: 3.4 Accounting GPA: 3.1
Ashkun Zaker Ashkun Zaker's State Street Experience November 2008 - April 2010
Job Director of Finance, Strategy, and Operations at CBS EcoMedia
Industry Entertainment
Experience
CBS EcoMedia August 2014 - Present
CBS EcoMedia June 2012 - August 2014
CBS EcoMedia June 2011 - June 2012
State Street November 2008 - April 2010
State Street 2006 - 2008
Investors Bank and Trust (Formerly Barclays Global Investors) 2004 - 2006
Skills
Visual Basic, Linear Modeling (Excel), Salesforce.com, CRM, Microsoft Excel, Business Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
University of California, Davis 2000 — 2004
B.S., Managerial Economics
CBS EcoMedia August 2014 - Present
CBS EcoMedia June 2012 - August 2014
CBS EcoMedia June 2011 - June 2012
State Street November 2008 - April 2010
State Street 2006 - 2008
Investors Bank and Trust (Formerly Barclays Global Investors) 2004 - 2006
Skills
Visual Basic, Linear Modeling (Excel), Salesforce.com, CRM, Microsoft Excel, Business Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
University of California, Davis 2000 — 2004
B.S., Managerial Economics
Amber Da Silva's State Street Experience February 2015 - Present
Job Officer at State Street Bank
Industry Investment Banking
Experience
State Street February 2015 - Present
State Street August 2013 - February 2015
State Street January 2011 - August 2013
Agricultural Issues Center January 2010 - January 2011
Skills
Data Analysis, Microsoft Excel, Technical Writing, Financial Analysis, Accounting, Auditing, Research, Equities, Financial Modeling, Training, Finance, Fixed Income, Analysis, Mutual Funds, Bloomberg, Derivatives, Risk Management
Education
University of California, Davis 2005 — 2010
Managerial Economics, Agricultural and Resource Economics
State Street February 2015 - Present
State Street August 2013 - February 2015
State Street January 2011 - August 2013
Agricultural Issues Center January 2010 - January 2011
Skills
Data Analysis, Microsoft Excel, Technical Writing, Financial Analysis, Accounting, Auditing, Research, Equities, Financial Modeling, Training, Finance, Fixed Income, Analysis, Mutual Funds, Bloomberg, Derivatives, Risk Management
Education
University of California, Davis 2005 — 2010
Managerial Economics, Agricultural and Resource Economics
Derrick Lee Derrick Lee's State Street Experience 2000 - 2005
Job Director of Finance
Industry Venture Capital & Private Equity
Experience
Mohr Davidow Ventures March 2005 - Present
State Street 2000 - 2005
Skills
Venture Capital, Financial Modeling, Mergers & Acquisitions, Private Equity, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Investments, Corporate Finance, Financial Reporting, Start-ups, Finance, Entrepreneurship, Accounting, Strategy, Asset Management, Financial Services, Corporate Development, Auditing, Analysis, Equities, Business Strategy, Investment Banking, Risk Management
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (B.S.), Economics
Mohr Davidow Ventures March 2005 - Present
State Street 2000 - 2005
Skills
Venture Capital, Financial Modeling, Mergers & Acquisitions, Private Equity, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Investments, Corporate Finance, Financial Reporting, Start-ups, Finance, Entrepreneurship, Accounting, Strategy, Asset Management, Financial Services, Corporate Development, Auditing, Analysis, Equities, Business Strategy, Investment Banking, Risk Management
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (B.S.), Economics
Katie McMahon Katie McMahon's State Street Experience April 2013 - Present
Job Vice President, Real Estate Fund Services at State Street Alternative Investment Solutions
Industry Real Estate
Experience
State Street April 2013 - Present
Education
Haas School of Business, UC Berkeley 2011 — 2014
MBA, Evening & Weekend
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Accounting
Cherry Creek High School 1996 — 2000
State Street April 2013 - Present
Education
Haas School of Business, UC Berkeley 2011 — 2014
MBA, Evening & Weekend
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Finance and Accounting
Cherry Creek High School 1996 — 2000
Aleksandra Byczynska's State Street Experience May 2013 - Present
Job Fund Administration at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street May 2011 - April 2013
Citi November 2009 - April 2011
Skills
Banking, Customer Service, Excel, Microsoft Office, Retail Banking, Word, Customer Relations, Microsoft Excel, Microsoft Word, Finance, Team Leadership, Financial Reporting, Accounting, Risk Management, Analysis
Education
University of Bridgeport 2005 — 2008
Bachelor of Science (B.S.), Business/Social Science
Academy of Physical Education in Warsaw
State Street May 2013 - Present
State Street May 2011 - April 2013
Citi November 2009 - April 2011
Skills
Banking, Customer Service, Excel, Microsoft Office, Retail Banking, Word, Customer Relations, Microsoft Excel, Microsoft Word, Finance, Team Leadership, Financial Reporting, Accounting, Risk Management, Analysis
Education
University of Bridgeport 2005 — 2008
Bachelor of Science (B.S.), Business/Social Science
Academy of Physical Education in Warsaw
Erin Gaudreau, Esq. Erin Gaudreau, Esq.'s State Street Experience January 2014 - April 2014
Job Compliance Associate, Attorney
Industry Law Practice
Experience
Cordium February 2015 - Present
Santander Bank, N.A. August 2014 - January 2015
State Street January 2014 - April 2014
Massachusetts Securities Division September 2013 - November 2013
Rhode Island Public Defenders Office May 2013 - August 2013
Vera Bradley May 2012 - May 2013
US Securities and Exchange Commission January 2013 - April 2013
Suffolk Superior Court May 2012 - August 2012
Trafford's Restaurant June 2011 - September 2011
University of Massachusetts Athletic Ticketing Office October 2008 - May 2011
Skills
Sales, Westlaw, Legal Research, Legal Writing, Lexis, PowerPoint, Data Entry, Microsoft Word, Microsoft Office, Microsoft Excel, Legal Assistance, Research, Time Management, Civil Litigation, Commercial Litigation
Education
New England School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, 2LD
University of Massachusetts 2007 — 2011
Dual Bachelor of Arts, Psychology and Political Science
University College Cork 2010 — 2010
Semester Abroad, Political Science and Government
Cordium February 2015 - Present
Santander Bank, N.A. August 2014 - January 2015
State Street January 2014 - April 2014
Massachusetts Securities Division September 2013 - November 2013
Rhode Island Public Defenders Office May 2013 - August 2013
Vera Bradley May 2012 - May 2013
US Securities and Exchange Commission January 2013 - April 2013
Suffolk Superior Court May 2012 - August 2012
Trafford's Restaurant June 2011 - September 2011
University of Massachusetts Athletic Ticketing Office October 2008 - May 2011
Skills
Sales, Westlaw, Legal Research, Legal Writing, Lexis, PowerPoint, Data Entry, Microsoft Word, Microsoft Office, Microsoft Excel, Legal Assistance, Research, Time Management, Civil Litigation, Commercial Litigation
Education
New England School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, 2LD
University of Massachusetts 2007 — 2011
Dual Bachelor of Arts, Psychology and Political Science
University College Cork 2010 — 2010
Semester Abroad, Political Science and Government
Rijosh Joy Rijosh Joy's State Street Experience January 2013 - December 2014
Job Project Manager at Infosys
Industry Information Technology and Services
Experience
Infosys December 2014 - Present
State Street January 2013 - December 2014
Syntel November 2007 - January 2013
Skills
Software Testing Life..., Manual Testing, Capital Markets, SQL, SDLC, Defect Tracking, Business Requirements, Functional Testing, Regression Testing, Test Automation, Test Planning, Software Quality..., System Testing, Test Management, Integration Testing, Test Strategy, Performance Testing, Test Execution, Agile Testing, Black Box Testing, System Integration..., Bug Tracking, Test Estimation, Agile Methodologies, Requirements Gathering, Testing Tools
Education
University of Calicut 2004 — 2007
Bachelor's degree, Computer Science
Infosys December 2014 - Present
State Street January 2013 - December 2014
Syntel November 2007 - January 2013
Skills
Software Testing Life..., Manual Testing, Capital Markets, SQL, SDLC, Defect Tracking, Business Requirements, Functional Testing, Regression Testing, Test Automation, Test Planning, Software Quality..., System Testing, Test Management, Integration Testing, Test Strategy, Performance Testing, Test Execution, Agile Testing, Black Box Testing, System Integration..., Bug Tracking, Test Estimation, Agile Methodologies, Requirements Gathering, Testing Tools
Education
University of Calicut 2004 — 2007
Bachelor's degree, Computer Science
Eva Shah's State Street Experience May 2014 - Present
Job Independent Consultant at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
Farient Advisors LLC January 2009 - April 2010
Three Lens Advisors LLC November 2007 - December 2008
Regions Morgan Keegan Trust - Morgan Asset Management January 2005 - May 2006
123INDIA.COM LTD. October 1999 - October 2002
Skills
Financial Analysis, Business Strategy, Strategy, Mergers & Acquisitions, Management, Finance, Analysis, Start-ups, Strategic Planning, Valuation, Consulting, Equities
Education
University of Alabama at Birmingham 2002 — 2005
BS with Honors, Business, Corporate and Investment Finance
University of Mumbai 1993 — 1998
BSc, Accounting, Quantitative Methods, Economics
CFA Institute
CFA Level II Candidate, Certified Financial Analyst
State Street May 2014 - Present
Farient Advisors LLC January 2009 - April 2010
Three Lens Advisors LLC November 2007 - December 2008
Regions Morgan Keegan Trust - Morgan Asset Management January 2005 - May 2006
123INDIA.COM LTD. October 1999 - October 2002
Skills
Financial Analysis, Business Strategy, Strategy, Mergers & Acquisitions, Management, Finance, Analysis, Start-ups, Strategic Planning, Valuation, Consulting, Equities
Education
University of Alabama at Birmingham 2002 — 2005
BS with Honors, Business, Corporate and Investment Finance
University of Mumbai 1993 — 1998
BSc, Accounting, Quantitative Methods, Economics
CFA Institute
CFA Level II Candidate, Certified Financial Analyst
karim laaroussi's State Street Experience August 2012 - July 2013
Job Business Process Improvement
Industry Newspapers
Experience
The Boston Globe December 2013 - Present
State Street August 2012 - July 2013
Pino Law LLC August 2009 - July 2010
Credit Connection September 2009 - March 2010
Skills
Equities, Financial Analysis, Banking, Microsoft Office, Portfolio Management, Investments, Loans, Management, Microsoft Excel, Customer Service, Strategic Planning, Business Strategy, Finance, Strategy, PowerPoint
Education
University of Massachusetts Boston 2011 — 2013
Bachelor's Degree, Business Administration and Management- Leadership and Organizational Change, 3.79
University at Buffalo
Electrical Engineering
The Boston Globe December 2013 - Present
State Street August 2012 - July 2013
Pino Law LLC August 2009 - July 2010
Credit Connection September 2009 - March 2010
Skills
Equities, Financial Analysis, Banking, Microsoft Office, Portfolio Management, Investments, Loans, Management, Microsoft Excel, Customer Service, Strategic Planning, Business Strategy, Finance, Strategy, PowerPoint
Education
University of Massachusetts Boston 2011 — 2013
Bachelor's Degree, Business Administration and Management- Leadership and Organizational Change, 3.79
University at Buffalo
Electrical Engineering
Corbett Cutts's State Street Experience July 2007 - Present
Job Skills Training Relationship Manager, AVP
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust June 2002 - July 2007
California Department of Finance September 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
State Street July 2007 - Present
Investors Bank & Trust June 2002 - July 2007
California Department of Finance September 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
Patrick Kwok's State Street Experience January 2005 - February 2006
Job Associate Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Charles Schwab October 2008 - March 2012
Charles Schwab February 2006 - October 2008
State Street January 2005 - February 2006
Education
University of San Francisco 2007 — 2009
MS, Finance
University of California, Berkeley 2001 — 2003
Charles Schwab March 2012 - Present
Charles Schwab October 2008 - March 2012
Charles Schwab February 2006 - October 2008
State Street January 2005 - February 2006
Education
University of San Francisco 2007 — 2009
MS, Finance
University of California, Berkeley 2001 — 2003
Christina Costello's State Street Experience June 2007 - Present
Job Vice President, Relationship Management at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Investors Bank & Trust May 2001 - September 2004
Barclays Global Investors July 1998 - May 2004
Skills
Microsoft Excel, Fixed Income, Fund Accounting, Derivatives, Mutual Funds, Equities, Hedge Funds, Bloomberg, Alternative Investments, Fund Administration, Securities, Financial Services, Asset Management, Global Custody, Investments, Middle Office, Corporate Actions
Education
University of California, Davis 1994 — 1998
BS, Managerial Economics
State Street June 2007 - Present
Investors Bank & Trust May 2001 - September 2004
Barclays Global Investors July 1998 - May 2004
Skills
Microsoft Excel, Fixed Income, Fund Accounting, Derivatives, Mutual Funds, Equities, Hedge Funds, Bloomberg, Alternative Investments, Fund Administration, Securities, Financial Services, Asset Management, Global Custody, Investments, Middle Office, Corporate Actions
Education
University of California, Davis 1994 — 1998
BS, Managerial Economics
Aoife Lyons's State Street Experience November 2014 - Present
Job Project Manager Consultant, AVP at State Street
Industry Management Consulting
Experience
State Street November 2014 - Present
PwC January 2011 - October 2014
MERC Partners February 2008 - September 2009
BearingPoint 2006 - 2007
Skills
Management, Research, Business Transformation, Project Management, Business Process..., Management Consulting, Internal Controls
Education
University College Dublin 2005 — 2006
Masters of Business Studies
University College Dublin 2001 — 2005
BBLS
Law Society of Ireland
Solicitor
New York Bar
State Street November 2014 - Present
PwC January 2011 - October 2014
MERC Partners February 2008 - September 2009
BearingPoint 2006 - 2007
Skills
Management, Research, Business Transformation, Project Management, Business Process..., Management Consulting, Internal Controls
Education
University College Dublin 2005 — 2006
Masters of Business Studies
University College Dublin 2001 — 2005
BBLS
Law Society of Ireland
Solicitor
New York Bar
Harmony Lu's State Street Experience December 2006 - August 2014
Job Financial Reporting at BlackRock
Industry Accounting
Experience
BlackRock August 2014 - Present
State Street December 2006 - August 2014
Skills
Fixed Income, Derivatives, Fund Accounting, Portfolio Management, Mutual Funds, Financial Risk, Cash Management, Corporate Actions, Investments, Fund Administration
Education
University of California, Davis 2002 — 2006
BlackRock August 2014 - Present
State Street December 2006 - August 2014
Skills
Fixed Income, Derivatives, Fund Accounting, Portfolio Management, Mutual Funds, Financial Risk, Cash Management, Corporate Actions, Investments, Fund Administration
Education
University of California, Davis 2002 — 2006
Mark Simmons, CFA's State Street Experience October 2007 - August 2008
Job Controller at Pacific Grove Capital
Industry Financial Services
Experience
Pacific Grove Capital October 2015 - Present
Symphony Asset Management March 2013 - September 2015
Symphony Asset Management August 2008 - February 2013
State Street October 2007 - August 2008
Acclarent July 2007 - October 2007
Skills
Bloomberg, Hedge Funds, Alternative Investments, Microsoft Excel, Asset Management, Fund Accounting, Mutual Funds
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Woodside Priory 1999 — 2003
Pacific Grove Capital October 2015 - Present
Symphony Asset Management March 2013 - September 2015
Symphony Asset Management August 2008 - February 2013
State Street October 2007 - August 2008
Acclarent July 2007 - October 2007
Skills
Bloomberg, Hedge Funds, Alternative Investments, Microsoft Excel, Asset Management, Fund Accounting, Mutual Funds
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Woodside Priory 1999 — 2003
Teresa Coleman's State Street Experience February 1998 - July 1999
Job Principal at Creekside Partners
Industry Financial Services
Experience
Creekside Partners, Wiiken & Gorman December 2014 - Present
Charles Schwab Advisor Services April 2007 - December 2014
Fidelity Investments May 2005 - January 2007
Fidelity Investments July 2004 - May 2005
Bay Financial Associates LLC September 2003 - June 2004
Fidelity Investments July 2001 - February 2003
Mellon Bank July 1999 - July 2001
State Street February 1998 - July 1999
State Street April 1996 - February 1998
Skills
Certified Financial..., Series 7, Series 66, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of California, Berkeley 1987 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Creekside Partners, Wiiken & Gorman December 2014 - Present
Charles Schwab Advisor Services April 2007 - December 2014
Fidelity Investments May 2005 - January 2007
Fidelity Investments July 2004 - May 2005
Bay Financial Associates LLC September 2003 - June 2004
Fidelity Investments July 2001 - February 2003
Mellon Bank July 1999 - July 2001
State Street February 1998 - July 1999
State Street April 1996 - February 1998
Skills
Certified Financial..., Series 7, Series 66, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of California, Berkeley 1987 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Ramesh Dwarakanath's State Street Experience September 2000 - November 2010
Job Managing Director at Bank of New York Mellon
Industry Information Technology and Services
Experience
BNY Mellon November 2010 - Present
State Street September 2000 - November 2010
ITG January 1999 - August 2000
State Street May 1995 - December 1998
Sumak Enterprises, Inc. April 1994 - April 1995
Skills
Vendor Management, Unix, Websphere, Disaster Recovery
Education
University of Alabama at Birmingham 1991 — 1994
Masters, Computer and Info Sciences
University of Mysore 1986 — 1990
B.E., Computer Science
BNY Mellon November 2010 - Present
State Street September 2000 - November 2010
ITG January 1999 - August 2000
State Street May 1995 - December 1998
Sumak Enterprises, Inc. April 1994 - April 1995
Skills
Vendor Management, Unix, Websphere, Disaster Recovery
Education
University of Alabama at Birmingham 1991 — 1994
Masters, Computer and Info Sciences
University of Mysore 1986 — 1990
B.E., Computer Science
Eric Carangelo's State Street Experience August 2004 - Present
Job VP at State Street
Industry Financial Services
Experience
State Street August 2004 - Present
Bloomberg LP October 2000 - August 2004
DLJ Winthrop Funds April 1999 - October 2000
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Series 63, Asset Managment, Bloomberg, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, ETFs, Asset Management, Securities, Trading, Portfolio Management
Education
University of Arizona
State Street August 2004 - Present
Bloomberg LP October 2000 - August 2004
DLJ Winthrop Funds April 1999 - October 2000
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Series 63, Asset Managment, Bloomberg, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, ETFs, Asset Management, Securities, Trading, Portfolio Management
Education
University of Arizona
Ali Bakhshandehfard's State Street Experience June 2007 - September 2007
Job Tax Manager (CPA) at PwC
Industry Accounting
Experience
PricewaterhouseCoopers July 2009 - Present
PricewaterhouseCoopers June 2008 - August 2008
State Street June 2007 - September 2007
Skills
Income Tax, Tax, Excel, PowerPoint, Word, Microsoft Office, Accounting, Tax Law
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics, GPA: 3.93/4.0
PricewaterhouseCoopers July 2009 - Present
PricewaterhouseCoopers June 2008 - August 2008
State Street June 2007 - September 2007
Skills
Income Tax, Tax, Excel, PowerPoint, Word, Microsoft Office, Accounting, Tax Law
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics, GPA: 3.93/4.0
Glenn Hart's State Street Experience October 2007 - Present
Job VP at State Street
Industry Financial Services
Experience
State Street October 2007 - Present
State Street May 2003 - October 2007
Dynamic Consultants Intl, Inc. November 1982 - May 2003
Annuity Board of SBC February 1980 - November 1982
Education
University of Arkansas at Little Rock 1973 — 1977
Bachelor's degree, Computer Science
State Street October 2007 - Present
State Street May 2003 - October 2007
Dynamic Consultants Intl, Inc. November 1982 - May 2003
Annuity Board of SBC February 1980 - November 1982
Education
University of Arkansas at Little Rock 1973 — 1977
Bachelor's degree, Computer Science
Margaret Riley's State Street Experience March 2012 - Present
Job Operations Officer at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
State Street July 2009 - February 2011
State Street May 2008 - July 2009
State Street December 2006 - May 2008
State Street September 2003 - December 2006
Skills
Corporate Actions, Securities, Fund Accounting
Education
University of Arizona
B.S.
State Street March 2012 - Present
State Street July 2009 - February 2011
State Street May 2008 - July 2009
State Street December 2006 - May 2008
State Street September 2003 - December 2006
Skills
Corporate Actions, Securities, Fund Accounting
Education
University of Arizona
B.S.
Jean Mullin's State Street Experience January 2004 - May 2004
Job Accounting Manager at UnderCover, Inc.
Industry Accounting
Experience
UnderCover, Inc. February 2015 - Present
U.S. Bank November 2012 - February 2015
Commerce Bank December 2011 - November 2012
Commerce Bank May 2007 - September 2010
Cox Health Systems June 2006 - April 2007
Cerner Corporation May 2004 - June 2006
State Street January 2004 - May 2004
Metropolitan Ambulance Services Trust May 2003 - December 2003
Elms Resort and Spa May 2002 - December 2003
William Jewell College August 2000 - December 2003
Skills
Account Reconciliation, General Ledger, Accounting, Payroll, Invoicing, PeopleSoft, Journal Entries, Bank Reconciliation, Financial Statements, Peachtree, Bloomberg, Customer Satisfaction, Portfolio Management, Loans, Financial Analysis, Finance, Cash Management, Credit
Education
William Jewell College 2000 — 2003
Bachelor of Science, Accounting
University of Adelaide 2002 — 2002
UnderCover, Inc. February 2015 - Present
U.S. Bank November 2012 - February 2015
Commerce Bank December 2011 - November 2012
Commerce Bank May 2007 - September 2010
Cox Health Systems June 2006 - April 2007
Cerner Corporation May 2004 - June 2006
State Street January 2004 - May 2004
Metropolitan Ambulance Services Trust May 2003 - December 2003
Elms Resort and Spa May 2002 - December 2003
William Jewell College August 2000 - December 2003
Skills
Account Reconciliation, General Ledger, Accounting, Payroll, Invoicing, PeopleSoft, Journal Entries, Bank Reconciliation, Financial Statements, Peachtree, Bloomberg, Customer Satisfaction, Portfolio Management, Loans, Financial Analysis, Finance, Cash Management, Credit
Education
William Jewell College 2000 — 2003
Bachelor of Science, Accounting
University of Adelaide 2002 — 2002
Jing Jackson Wang's State Street Experience November 2009 - June 2010
Job Manager Financial Planning and Analysis Sapient Global Markets
Industry Hospital & Health Care
Experience
Sapient Global Markets June 2015 - Present
Commonwealth Care Alliance March 2014 - June 2015
Commonwealth Care Alliance June 2012 - March 2014
Partners HealthCare June 2010 - June 2012
State Street November 2009 - June 2010
State Street November 2007 - November 2009
Averion International 2006 - 2006
Skills
Microsoft Excel, Access, Financial Modeling, Financial Analysis, SQL, P&L Analysis, Finance, Financial Accounting, Analysis, Data Warehousing, Budgets, Business Analysis, Medicare, Medicaid, Data Analysis, Financial Reporting, Insurance, Process Improvement
Education
University of California, Davis 2003 — 2006
BS, Managerial Econonmics
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
Candidate for Master of Business Administration (MBA)
Sapient Global Markets June 2015 - Present
Commonwealth Care Alliance March 2014 - June 2015
Commonwealth Care Alliance June 2012 - March 2014
Partners HealthCare June 2010 - June 2012
State Street November 2009 - June 2010
State Street November 2007 - November 2009
Averion International 2006 - 2006
Skills
Microsoft Excel, Access, Financial Modeling, Financial Analysis, SQL, P&L Analysis, Finance, Financial Accounting, Analysis, Data Warehousing, Budgets, Business Analysis, Medicare, Medicaid, Data Analysis, Financial Reporting, Insurance, Process Improvement
Education
University of California, Davis 2003 — 2006
BS, Managerial Econonmics
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
Candidate for Master of Business Administration (MBA)
Charles Knorr's State Street Experience July 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 2001 - 2007
Skills
Equities, Investments, Fixed Income, Mutual Funds, Hedge Funds, Securities, Derivatives
Education
University of California, Davis
MBA, Finance, General
State Street July 2007 - Present
Investors Bank & Trust 2001 - 2007
Skills
Equities, Investments, Fixed Income, Mutual Funds, Hedge Funds, Securities, Derivatives
Education
University of California, Davis
MBA, Finance, General
Alan Donovan's State Street Experience July 2003 - February 2005
Job Investor Reporting at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC April 2012 - Present
Atlantic Trust April 2010 - April 2012
Atlantic Trust February 2005 - April 2010
State Street July 2003 - February 2005
Education
University of Adelaide
Bachelor of Commerce, Accounting
University of Adelaide
Bachelor of Economics, Economics
Bracebridge Capital, LLC April 2012 - Present
Atlantic Trust April 2010 - April 2012
Atlantic Trust February 2005 - April 2010
State Street July 2003 - February 2005
Education
University of Adelaide
Bachelor of Commerce, Accounting
University of Adelaide
Bachelor of Economics, Economics
Michele Knowlton's State Street Experience 1984 - 1987
Job Portfolio Data Manager at StillPoint Holdings
Industry Financial Services
Experience
StillPoint Holdings January 2013 - Present
FamilyViewed.com January 2011 - December 2012
Open Finance Network November 2004 - March 2012
Putnam Investments May 1994 - March 2004
The Boston Company 1987 - 1994
State Street 1984 - 1987
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Management, Securities, Bloomberg, Accounting, Leadership, Entrepreneurship, Asset Management, Equities, Financial Services, Series 7, Financial Analysis
Education
University of Arizona 1977 — 1984
BS, Finance
University of Arizona 1977 — 1983
StillPoint Holdings January 2013 - Present
FamilyViewed.com January 2011 - December 2012
Open Finance Network November 2004 - March 2012
Putnam Investments May 1994 - March 2004
The Boston Company 1987 - 1994
State Street 1984 - 1987
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Management, Securities, Bloomberg, Accounting, Leadership, Entrepreneurship, Asset Management, Equities, Financial Services, Series 7, Financial Analysis
Education
University of Arizona 1977 — 1984
BS, Finance
University of Arizona 1977 — 1983
David Lamb's State Street Experience October 2014 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
Morgan Stanley July 2004 - October 2014
Citigroup January 1997 - July 2004
Skills
Financial Risk, Capital Markets, Derivatives, Fixed Income, Analytics, Investment Banking, Analysis, Options, Counterparty Risk, Portfolio Management, Equities, Hedging, Risk Management, Credit Risk, Hedge Funds
Education
University of Alberta 1989 — 1995
Ph.D., Physics
North toronto
State Street October 2014 - Present
Morgan Stanley July 2004 - October 2014
Citigroup January 1997 - July 2004
Skills
Financial Risk, Capital Markets, Derivatives, Fixed Income, Analytics, Investment Banking, Analysis, Options, Counterparty Risk, Portfolio Management, Equities, Hedging, Risk Management, Credit Risk, Hedge Funds
Education
University of Alberta 1989 — 1995
Ph.D., Physics
North toronto
Jonathan Barber's State Street Experience June 2012 - Present
Job Head of SSGM Credit Risk at State Street
Industry Banking
Experience
State Street June 2012 - Present
HSBC Bank USA November 2006 - June 2012
HSBC Securities USA, Corporate & Institutional Banking November 2004 - October 2006
HSBC Securities USA February 2003 - October 2004
HSBC Securities USA, Client Management Group January 2000 - January 2003
HSBC Markets Inc January 1995 - December 1999
Financial Institutions October 1990 - December 1994
Midland Bank plc October 1989 - September 1990
Midland Bank plc September 1987 - September 1989
Skills
Hedge Funds, Fixed Income, Fund Of Funds, Fund Administration, Derivatives, Capital Markets, Equities, Alternative Investments, Securities, Credit Risk, Global Custody, Fund Accounting, FX Options, Banking
Education
University of Bristol 1983 — 1987
B.A. (Hons), French & German
State Street June 2012 - Present
HSBC Bank USA November 2006 - June 2012
HSBC Securities USA, Corporate & Institutional Banking November 2004 - October 2006
HSBC Securities USA February 2003 - October 2004
HSBC Securities USA, Client Management Group January 2000 - January 2003
HSBC Markets Inc January 1995 - December 1999
Financial Institutions October 1990 - December 1994
Midland Bank plc October 1989 - September 1990
Midland Bank plc September 1987 - September 1989
Skills
Hedge Funds, Fixed Income, Fund Of Funds, Fund Administration, Derivatives, Capital Markets, Equities, Alternative Investments, Securities, Credit Risk, Global Custody, Fund Accounting, FX Options, Banking
Education
University of Bristol 1983 — 1987
B.A. (Hons), French & German
Simon Myrgren's State Street Experience August 2004 - October 2013
Job
Industry Financial Services
Experience
State Street August 2004 - October 2013
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, Asset Allocation, Financial Services, Financial Modeling, Investment Strategies, Quantitative Finance, Risk Management, VBA, Econometrics, Data Analysis, Microsoft Excel
Education
University of California, Berkeley
State Street August 2004 - October 2013
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, Asset Allocation, Financial Services, Financial Modeling, Investment Strategies, Quantitative Finance, Risk Management, VBA, Econometrics, Data Analysis, Microsoft Excel
Education
University of California, Berkeley
Ryan Roberson's State Street Experience November 2014 - Present
Job Fund Adminstator Associate II
Industry Financial Services
Experience
State Street November 2014 - Present
The Kansas City Southern Railway Company May 2014 - October 2014
Old National Bank October 2012 - May 2014
Old National Bank June 2010 - October 2012
Skills
Portfolio Management, Investments, Equities, Strategy, Management, Asset Allocation, New Business Development, Equity Research, Financial Analysis, Financial Advisory, Financial Modeling, Credit, Credit Analysis, Marketing Strategy, Forecasting
Education
University of Dayton 2006 — 2010
Bachelor of Science, Business Economics and Finance
University of Augsburg 2008 — 2008
Marketing, Operations Management, German
High School
State Street November 2014 - Present
The Kansas City Southern Railway Company May 2014 - October 2014
Old National Bank October 2012 - May 2014
Old National Bank June 2010 - October 2012
Skills
Portfolio Management, Investments, Equities, Strategy, Management, Asset Allocation, New Business Development, Equity Research, Financial Analysis, Financial Advisory, Financial Modeling, Credit, Credit Analysis, Marketing Strategy, Forecasting
Education
University of Dayton 2006 — 2010
Bachelor of Science, Business Economics and Finance
University of Augsburg 2008 — 2008
Marketing, Operations Management, German
High School
Kartik Patel's State Street Experience July 2009 - January 2010
Job Finance Manager at Sears Canada
Industry Retail
Experience
Sears Canada March 2013 - Present
Scotia Capital November 2011 - March 2013
Sears Canada January 2010 - October 2011
State Street July 2009 - January 2010
Bank of Montreal January 2006 - April 2006
Ministry of Economic Development and Trade June 2005 - August 2005
Skills
Economics, Financial Analysis, PnL Management, Marketing Analytics, Finance, Financial Accounting, Forecasting, Business Analysis, Banking, Business Planning, Investments, Corporate Finance, Financial Modeling, Management, Analytics
Education
University of Alberta 2007 — 2009
Master of Arts, Economics
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Economics
Preston High School
Sears Canada March 2013 - Present
Scotia Capital November 2011 - March 2013
Sears Canada January 2010 - October 2011
State Street July 2009 - January 2010
Bank of Montreal January 2006 - April 2006
Ministry of Economic Development and Trade June 2005 - August 2005
Skills
Economics, Financial Analysis, PnL Management, Marketing Analytics, Finance, Financial Accounting, Forecasting, Business Analysis, Banking, Business Planning, Investments, Corporate Finance, Financial Modeling, Management, Analytics
Education
University of Alberta 2007 — 2009
Master of Arts, Economics
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Economics
Preston High School
Aidan Kelly's State Street Experience September 2013 - October 2014
Job Software QA Engineer (Actively Seeking Employment)
Industry Information Technology and Services
Experience
Information Technology January 2015 - Present
State Street September 2013 - October 2014
SQS September 2010 - October 2014
Beazley December 2010 - August 2013
Fidelity Investments March 2009 - August 2009
Skills
SQL, Testing, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Office, Microsoft Excel, User Acceptance Testing, Visio, Agile Methodologies, Quality Assurance
Education
University College Cork 2006 — 2010
Bachelor of Science (B.Sc.), Business Information Systems
Douglas Community School 2000 — 2006
High School, High School/Secondary Diplomas and Certificates, Leaving Cert - 420/600
Information Technology January 2015 - Present
State Street September 2013 - October 2014
SQS September 2010 - October 2014
Beazley December 2010 - August 2013
Fidelity Investments March 2009 - August 2009
Skills
SQL, Testing, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Office, Microsoft Excel, User Acceptance Testing, Visio, Agile Methodologies, Quality Assurance
Education
University College Cork 2006 — 2010
Bachelor of Science (B.Sc.), Business Information Systems
Douglas Community School 2000 — 2006
High School, High School/Secondary Diplomas and Certificates, Leaving Cert - 420/600
Joseph Toan's State Street Experience February 2015 - Present
Job Officer, Skills Training at State Street
Industry Accounting
Experience
State Street February 2015 - Present
State Street May 2013 - January 2015
State Street September 2010 - May 2013
Davis Chinese Christian Church January 2007 - May 2013
AECOM June 2009 - July 2010
Skills
CRM, Accounting, Auditing, Investments, Analysis
Education
UC Berkeley 2005 — 2009
Bachelor's degree, Economics, Philosophy
State Street February 2015 - Present
State Street May 2013 - January 2015
State Street September 2010 - May 2013
Davis Chinese Christian Church January 2007 - May 2013
AECOM June 2009 - July 2010
Skills
CRM, Accounting, Auditing, Investments, Analysis
Education
UC Berkeley 2005 — 2009
Bachelor's degree, Economics, Philosophy
Erin Abney's State Street Experience March 2007 - August 2007
Job Helping Tech Professionals Advance
Industry Staffing and Recruiting
Experience
Cypress HCM June 2014 - Present
Cengage Learning July 2011 - September 2012
Cengage Learning December 2008 - July 2011
Cengage Learning March 2008 - December 2008
State Street March 2007 - August 2007
State Street February 2006 - March 2007
Skills
Content Management, Editorial, Publishing, Academic Publishing, Online Publishing, Content Development, Ebooks, Books, Content Strategy, Copy Editing, Publications, Web Content Management, Editing, Web Content, Proofreading, Textbooks, Copywriting
Education
University of California, Davis 2001 — 2005
Bachelors of Science, Economics
Monta Vista High School
Cypress HCM June 2014 - Present
Cengage Learning July 2011 - September 2012
Cengage Learning December 2008 - July 2011
Cengage Learning March 2008 - December 2008
State Street March 2007 - August 2007
State Street February 2006 - March 2007
Skills
Content Management, Editorial, Publishing, Academic Publishing, Online Publishing, Content Development, Ebooks, Books, Content Strategy, Copy Editing, Publications, Web Content Management, Editing, Web Content, Proofreading, Textbooks, Copywriting
Education
University of California, Davis 2001 — 2005
Bachelors of Science, Economics
Monta Vista High School
Hodge Wooten's State Street Experience May 2012 - Present
Job Officer Fund Administration at State Street
Industry Financial Services
Experience
State Street May 2012 - Present
Ernst & Young September 2008 - April 2012
Education
University of Alabama 2007 — 2008
Masters of Accountancy
University of Alabama 2003 — 2007
Bachelors of Science, Accounting
Marist School 1997 — 2003
High School
State Street May 2012 - Present
Ernst & Young September 2008 - April 2012
Education
University of Alabama 2007 — 2008
Masters of Accountancy
University of Alabama 2003 — 2007
Bachelors of Science, Accounting
Marist School 1997 — 2003
High School
Julie Tao's State Street Experience March 2010 - June 2011
Job Senior Product Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab April 2013 - August 2014
Charles Schwab February 2013 - April 2013
Charles Schwab July 2011 - February 2013
State Street March 2010 - June 2011
Skills
Product Management, Product Marketing, Relationship Management, Data Analysis, Analysis, Management, PowerPoint, Investment Management, Mutual Funds, Project Management, Series 7, Bloomberg, Securities, Leadership, Investments
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Charles Schwab August 2014 - Present
Charles Schwab April 2013 - August 2014
Charles Schwab February 2013 - April 2013
Charles Schwab July 2011 - February 2013
State Street March 2010 - June 2011
Skills
Product Management, Product Marketing, Relationship Management, Data Analysis, Analysis, Management, PowerPoint, Investment Management, Mutual Funds, Project Management, Series 7, Bloomberg, Securities, Leadership, Investments
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Surabhi Ahmad's State Street Experience June 2008 - May 2011
Job VP, Regulatory Compliance at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2011 - Present
State Street June 2008 - May 2011
Fidelity Investments December 1998 - July 2008
Shanker Iyer & Co January 1997 - April 1998
BSL Associates Pte. Ltd. June 1996 - October 1996
ITC Limited November 1994 - January 1996
Skills
Management, Mutual Funds, Securities, Series 7, Asset Managment, Series 63, AML, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Risk Management, Financial Services, Financial Risk, Investment Advisory, FINRA, Series 24, Asset Management, Investment Management
Education
University of Calcutta 1989 — 1991
BS, Botany, Zoology and Chemistry
Columbia Management June 2011 - Present
State Street June 2008 - May 2011
Fidelity Investments December 1998 - July 2008
Shanker Iyer & Co January 1997 - April 1998
BSL Associates Pte. Ltd. June 1996 - October 1996
ITC Limited November 1994 - January 1996
Skills
Management, Mutual Funds, Securities, Series 7, Asset Managment, Series 63, AML, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Risk Management, Financial Services, Financial Risk, Investment Advisory, FINRA, Series 24, Asset Management, Investment Management
Education
University of Calcutta 1989 — 1991
BS, Botany, Zoology and Chemistry
Louis Davey's State Street Experience April 2000 - Present
Job Fixed Income Trader at State Street
Industry Financial Services
Experience
State Street April 2000 - Present
Fleet Bank November 1999 - April 2000
DLJ January 1999 - October 1999
Celtic Insurance Company 1997 - 1998
Skills
Series 7, Series 63, Trading, Series 24, Derivatives, Equity Trading, Options, ETFs
Education
State University of New York at Buffalo 1992 — 1995
Bachelor of Science (BS), Legal Studies, General
University at Buffalo 1991 — 1995
Bachelor of Arts, Legal Studies
State Street April 2000 - Present
Fleet Bank November 1999 - April 2000
DLJ January 1999 - October 1999
Celtic Insurance Company 1997 - 1998
Skills
Series 7, Series 63, Trading, Series 24, Derivatives, Equity Trading, Options, ETFs
Education
State University of New York at Buffalo 1992 — 1995
Bachelor of Science (BS), Legal Studies, General
University at Buffalo 1991 — 1995
Bachelor of Arts, Legal Studies
Grace Yuen's State Street Experience 2007 - 2010
Job at
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Lee L Duckett's State Street Experience July 2001 - December 2012
Job Contractor at Advantage Technical Resourcing
Industry Information Technology and Services
Experience
Advantage Technical Resourcing June 2013 - January 2014
State Street July 2001 - December 2012
State Street Bank November 1996 - July 2000
ENTEX Information Services June 1994 - November 1996
Skills
AIX, Unix, BMC Remedy, Business Continuity, Perl, Vendor Management, Websphere, Shell Scripting, Unix Shell Scripting, Solaris, Disaster Recovery, Windows, Servers, Security, High Availability, Data Center, Hardware, SAN, Technical Support, Network Administration, Routers, Storage Area Networks, Help Desk Support, Networking, System Deployment, Software Installation, Troubleshooting, Cluster, Software Documentation, Storage, Computer Hardware
Education
University of Arizona 1978 — 1983
BFA, Fine Arts
Advantage Technical Resourcing June 2013 - January 2014
State Street July 2001 - December 2012
State Street Bank November 1996 - July 2000
ENTEX Information Services June 1994 - November 1996
Skills
AIX, Unix, BMC Remedy, Business Continuity, Perl, Vendor Management, Websphere, Shell Scripting, Unix Shell Scripting, Solaris, Disaster Recovery, Windows, Servers, Security, High Availability, Data Center, Hardware, SAN, Technical Support, Network Administration, Routers, Storage Area Networks, Help Desk Support, Networking, System Deployment, Software Installation, Troubleshooting, Cluster, Software Documentation, Storage, Computer Hardware
Education
University of Arizona 1978 — 1983
BFA, Fine Arts
Matthew Doughty's State Street Experience July 2008 - August 2009
Job Loan Analyst with SOFI
Industry Financial Services
Experience
SoFi June 2014 - Present
American Income Life Insurance Company March 2014 - May 2014
Pinnacle Capital Mortgage Corp May 2013 - August 2013
Heald College August 2011 - March 2013
PEMCO Limited September 2010 - August 2011
US Small Business Administration September 2005 - September 2010
State Street July 2008 - August 2009
Skills
International Trade, International Relations, International Marketing, Economics, Trade Development, French, Grants, Private Sector..., Investment Promotion, Program Development, Policy Analysis, Stata, PeopleSoft, Travel Management, Disaster Recovery, Disaster Response, Real Estate Transactions, Government Loans, PowerPoint
Education
University of the Pacific 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
University College Cork 2003 — 2003
Irish Politics and Economics, A
Webster University 2002 — 2002
International Finance and European Politics
SoFi June 2014 - Present
American Income Life Insurance Company March 2014 - May 2014
Pinnacle Capital Mortgage Corp May 2013 - August 2013
Heald College August 2011 - March 2013
PEMCO Limited September 2010 - August 2011
US Small Business Administration September 2005 - September 2010
State Street July 2008 - August 2009
Skills
International Trade, International Relations, International Marketing, Economics, Trade Development, French, Grants, Private Sector..., Investment Promotion, Program Development, Policy Analysis, Stata, PeopleSoft, Travel Management, Disaster Recovery, Disaster Response, Real Estate Transactions, Government Loans, PowerPoint
Education
University of the Pacific 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
University College Cork 2003 — 2003
Irish Politics and Economics, A
Webster University 2002 — 2002
International Finance and European Politics
Peter Choi, CFA, CAIA's State Street Experience September 2012 - July 2015
Job Senior Analyst at Salesforce
Industry Financial Services
Experience
Salesforce July 2015 - Present
State Street September 2012 - July 2015
Mercer Investment Consulting July 2011 - September 2012
Citi June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Equities, Microsoft Office, Alternative Investments, Valuation, Asset Managment, Hedge Funds, Data Analysis, PowerPoint, Portfolio Management, Performance Management, Investment Strategies, Asset Management, Strategy, Asset Allocation, Analysis, Due Diligence, Economics, Fixed Income, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy, Public Policy
Salesforce July 2015 - Present
State Street September 2012 - July 2015
Mercer Investment Consulting July 2011 - September 2012
Citi June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Equities, Microsoft Office, Alternative Investments, Valuation, Asset Managment, Hedge Funds, Data Analysis, PowerPoint, Portfolio Management, Performance Management, Investment Strategies, Asset Management, Strategy, Asset Allocation, Analysis, Due Diligence, Economics, Fixed Income, Finance
Education
University of California, Berkeley 2007 — 2011
B.A., Political Economy, Public Policy
Lily Ching's State Street Experience November 2014 - Present
Job Vice President, Finance
Industry Financial Services
Experience
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
Dermot Maher's State Street Experience October 2009 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street October 2009 - Present
State Street June 2007 - October 2009
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - June 2007
International Fund Services (Ireland) Ltd, A State Street Company June 2002 - June 2004
International Fund Services (Ireland) Ltd, A State Street Company October 2000 - June 2002
Skills
Hedge Funds, Fund Administration, Equities, Fund Accounting, Fixed Income, Bloomberg, Mutual Funds, Alternative Investments
Education
University College Dublin
BBLS, Business and Legal Studies
State Street October 2009 - Present
State Street June 2007 - October 2009
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - June 2007
International Fund Services (Ireland) Ltd, A State Street Company June 2002 - June 2004
International Fund Services (Ireland) Ltd, A State Street Company October 2000 - June 2002
Skills
Hedge Funds, Fund Administration, Equities, Fund Accounting, Fixed Income, Bloomberg, Mutual Funds, Alternative Investments
Education
University College Dublin
BBLS, Business and Legal Studies
Ashleigh Walker's State Street Experience June 2001 - August 2002
Job CFO at Evans Construction
Industry Construction
Experience
Evans Construction January 2005 - Present
Ryan Associates March 2003 - January 2005
State Street June 2001 - August 2002
Education
Wellesley College 1997 — 2001
BA, Economics, Architecture
University of California, Berkeley
Accounting
Evans Construction January 2005 - Present
Ryan Associates March 2003 - January 2005
State Street June 2001 - August 2002
Education
Wellesley College 1997 — 2001
BA, Economics, Architecture
University of California, Berkeley
Accounting
Alina Daunyte's State Street Experience March 2015 - Present
Job Scrum Master at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Fidelity Investments October 2009 - March 2015
Skills
Requirements Analysis, SDLC, SQL, Project Management, Business Analysis, Microsoft Office, Agile Methodologies, Scrum, Databases, Requirements Gathering, Visio, Software Project..., Release Management
Education
University College Cork 2005 — 2009
BS, Business Information Systems
State Street March 2015 - Present
Fidelity Investments October 2009 - March 2015
Skills
Requirements Analysis, SDLC, SQL, Project Management, Business Analysis, Microsoft Office, Agile Methodologies, Scrum, Databases, Requirements Gathering, Visio, Software Project..., Release Management
Education
University College Cork 2005 — 2009
BS, Business Information Systems
Alberk Lam's State Street Experience July 2008 - June 2010
Job Market Data Analyst at Conifer Securities
Industry Financial Services
Experience
WIG LP June 2013 - Present
Conifer Securities June 2010 - May 2013
State Street July 2008 - June 2010
Skills
Equities, Fund Accounting, Portfolio Management, Microsoft SQL Server, Bloomberg, Securities, SQL, Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Derivatives, Microsoft Excel, Business Analysis
Education
University of California, Davis
Managerial Economics
WIG LP June 2013 - Present
Conifer Securities June 2010 - May 2013
State Street July 2008 - June 2010
Skills
Equities, Fund Accounting, Portfolio Management, Microsoft SQL Server, Bloomberg, Securities, SQL, Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Derivatives, Microsoft Excel, Business Analysis
Education
University of California, Davis
Managerial Economics
Amit Chu's State Street Experience June 2015 - Present
Job Client Service Manager, Senior Associate
Industry Financial Services
Experience
State Street June 2015 - Present
State Street April 2013 - Present
Summit Funding November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Morgan Stanley October 2011 - December 2011
UC Davis September 2011 - December 2011
Skills
Statistics, Data Analysis, Public Speaking, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Qualitative Research, Econometrics, Tutoring, VBA, Excel, Corporate Finance, Bloomberg Terminal, Finance, Financial Analysis, Data Entry, Outlook, Bloomberg, Financial Statements, Fund Accounting, Derivatives, Mutual Funds, Equities, Fixed Income, Account Reconciliation
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics/Film Studies, 3.71/4.00
연세대학교 / Yonsei University 2010 — 2010
State Street June 2015 - Present
State Street April 2013 - Present
Summit Funding November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Morgan Stanley October 2011 - December 2011
UC Davis September 2011 - December 2011
Skills
Statistics, Data Analysis, Public Speaking, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Qualitative Research, Econometrics, Tutoring, VBA, Excel, Corporate Finance, Bloomberg Terminal, Finance, Financial Analysis, Data Entry, Outlook, Bloomberg, Financial Statements, Fund Accounting, Derivatives, Mutual Funds, Equities, Fixed Income, Account Reconciliation
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics/Film Studies, 3.71/4.00
연세대학교 / Yonsei University 2010 — 2010
Coby Dombrowsky's State Street Experience January 2014 - Present
Job Pricing Specialist at State Street Sacramento
Industry Accounting
Experience
State Street January 2014 - Present
Coby's Tutoring Company May 2013 - Present
Round Table Pizza November 2011 - January 2014
Davis Learning Center February 2012 - May 2013
University Dining Services September 2007 - June 2011
A&M Motor Supply June 2008 - September 2010
Skills
C, Matlab, Microsoft Office, Microsoft Excel, Java, C, PowerPoint, Microsoft Word, Programming, HTML, Windows, Customer Service, Teamwork, Teaching, CSS, Algorithms, Computer Science, Time Management, Financial Analysis, Physics, Visual Basic, Tutoring, Leadership
Education
University of California, Davis 2007 — 2012
BS, Mathematics
State Street January 2014 - Present
Coby's Tutoring Company May 2013 - Present
Round Table Pizza November 2011 - January 2014
Davis Learning Center February 2012 - May 2013
University Dining Services September 2007 - June 2011
A&M Motor Supply June 2008 - September 2010
Skills
C, Matlab, Microsoft Office, Microsoft Excel, Java, C, PowerPoint, Microsoft Word, Programming, HTML, Windows, Customer Service, Teamwork, Teaching, CSS, Algorithms, Computer Science, Time Management, Financial Analysis, Physics, Visual Basic, Tutoring, Leadership
Education
University of California, Davis 2007 — 2012
BS, Mathematics
Kevin (Mark) Thayer's State Street Experience January 1999 - February 2002
Job Controller at TWELVE Hotels and Residences
Industry Hospitality
Experience
TWELVE Hotels and Residences January 2006 - Present
State Street January 1999 - February 2002
Skills
Forecasting, Hotels, Revenue Analysis, Budgets, Hospitality, Hospitality Industry, Hotel Management, Hospitality Management, Front Office, Microsoft Excel, Resorts, Yield Management, Food & Beverage, Microsoft Word, Inventory Management, Customer Service, QuickBooks, Payroll, Opera, Restaurants, Customer Satisfaction, Rooms Division, Micros
Education
University of Southern Colorado 1990 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and finance
University of Arizona 1986 — 1989
Aerospace, Aeronautical and Astronautical Engineering
TWELVE Hotels and Residences January 2006 - Present
State Street January 1999 - February 2002
Skills
Forecasting, Hotels, Revenue Analysis, Budgets, Hospitality, Hospitality Industry, Hotel Management, Hospitality Management, Front Office, Microsoft Excel, Resorts, Yield Management, Food & Beverage, Microsoft Word, Inventory Management, Customer Service, QuickBooks, Payroll, Opera, Restaurants, Customer Satisfaction, Rooms Division, Micros
Education
University of Southern Colorado 1990 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and finance
University of Arizona 1986 — 1989
Aerospace, Aeronautical and Astronautical Engineering
Cole Chev's State Street Experience March 2013 - May 2013
Job Accountant
Industry Accounting
Experience
State Street March 2013 - May 2013
Bank of New York Mellon February 2009 - May 2012
Bank of New York Mellon June 2008 - February 2009
Skills
Rapid learner with...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies, General
State Street March 2013 - May 2013
Bank of New York Mellon February 2009 - May 2012
Bank of New York Mellon June 2008 - February 2009
Skills
Rapid learner with...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies, General
Ashley Sousa's State Street Experience June 2004 - December 2006
Job Van Eck Global Supervisor of Reconciliation & Performance Team
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs October 2014 - Present
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. May 2013 - October 2014
PwC November 2012 - December 2012
Brown Brothers Harriman & Co. December 2006 - July 2012
State Street June 2004 - December 2006
Skills
Business Process..., Mutual Funds, Project Management, Risk Analysis, Process Flow Charts, General Ledger, GAAP, Team Mentoring, Analytical Skills, Lean Thinking, Microsoft Excel, Word,..., Employee Training, Procedure Review, Client Service Oriented, VBA, SWIFT messaging, Bloomberg, Reuters, Wall Street Office (WSO), Eagle STAR Accounting...
Education
University of Alabama 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Van Eck Global Market Vectors ETFs October 2014 - Present
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. May 2013 - October 2014
PwC November 2012 - December 2012
Brown Brothers Harriman & Co. December 2006 - July 2012
State Street June 2004 - December 2006
Skills
Business Process..., Mutual Funds, Project Management, Risk Analysis, Process Flow Charts, General Ledger, GAAP, Team Mentoring, Analytical Skills, Lean Thinking, Microsoft Excel, Word,..., Employee Training, Procedure Review, Client Service Oriented, VBA, SWIFT messaging, Bloomberg, Reuters, Wall Street Office (WSO), Eagle STAR Accounting...
Education
University of Alabama 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.