State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
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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
MFS Investment Management June 2015 - Present
MFS Investment Management July 2014 - January 2015
MFS Investment Management July 2013 - January 2014
State Street October 2012 - May 2013
Collegiate Entrepreneurs June 2011 - July 2012
Skills
Analysis, Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Customer Service, Time Management, Microsoft Word, Leadership, Sales
Education
University of Massachusetts, Amherst 2011 — 2015
RR Donnelley April 2008 - Present
State Street August 2007 - March 2008
Deutsche Bank March 2007 - August 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - April 2007
New England Financial 1996 - 1999
New England Financial January 1995 - December 1995
Skills
Project Management, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Mutual Funds, Requirements Gathering, Variable Annuities, Software Implementation, Content Management, Legal Research, Adobe Acrobat, Management, Business Analysis, Project Planning, Team-oriented, Leadership, Software Project..., Computer Software..., Training Facilitation, Customer Focus, Eye For Detail, Insurance, Editing, Teaching, User Interface Design, Fact Finding, Documentations, Self-driven, Customer Service, Vendor Management, Financial Analysis, Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
B.A., Political Science
Western School of Health and Business Careers 1993 — 1994
Paralegal Certificate, Paralegal
Duxbury High School 1983 — 1986
High School, College Prep
Derby Academy 1979 — 1983
Prep School, Elementary and Secondary School
State Street July 2014 - Present
State Street June 2013 - July 2014
Starbucks February 2013 - May 2013
University of Massachusetts Amherst August 2010 - May 2012
Skills
Time Management, Research, Data Analysis, Sports Management, Reliability, Microsoft Office, Customer Service, Event Planning, Fundraising, Teamwork, Communication
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (BS), Sport Management
State Street
Skills
Financial Analysis, Customer Service, Banking, Asset Management, Risk Management
Education
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Business Administration (B.B.A.)
State Street July 2013 - Present
State Street March 2010 - July 2013
State Street September 2007 - March 2010
State Street March 2006 - September 2007
State Street January 2005 - March 2006
State Street September 2003 - January 2005
Skills
Fixed Income, SWIFT messaging, Bonds, Settlement, Investment Management, Bloomberg, Financial Services, MBS, DTC, Securities, Corporate Actions, SWIFT payments, Bloomberg Terminal, Asset Allocation
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
Blue Cross Blue Shield of Massachusetts August 2015 - Present
Alden Credit Union July 2014 - April 2015
State Street November 2012 - July 2014
University of Massachusetts Amherst October 2013 - May 2014
Barnes & Noble July 2012 - March 2013
Urban Outfitters October 2011 - December 2011
Essen May 2011 - September 2011
Captain Dusty's August 2007 - June 2011
Essex Youth Commission July 2010 - August 2010
Skills
Selling Skills, Microsoft Excel, Cashiering, PowerPoint, Microsoft Word, French, Editing, Microsoft Office, Social Media, Final Cut Pro, Sales, Customer Service, Facebook, Social Networking
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts, Anthropology
Manchester Essex Regional High School 2006 — 2010
State Street January 2014 - Present
Babson Capital Management May 2014 - August 2014
Country Club of Wilbraham April 2010 - August 2014
State Street April 2013 - January 2014
GotenofJapan February 2012 - September 2012
Skills
Microsoft Office, JavaScript, Mac OS, Windows, Bloomberg Terminal, Social Media, Corporate Finance
Education
University of Massachusetts, Amherst 2011 — 2015
Finance, Investments and Securities, Junior
IsenbergSchoolofManagementandCommonwealthHonorsCollege
Bachelor's, BusinessAdministration; Finance
EastLongmeadowHighSchool
State Street May 2014 - Present
FXCM December 2013 - Present
FXCM September 2013 - December 2013
FXCM May 2013 - August 2013
Principle Profits Asset Management, Inc January 2013 - May 2013
UBS December 2012 - January 2013
Northwestern Mutual May 2012 - December 2012
Carlucci and Giardina LLP June 2007 - August 2012
New York State Supreme Court May 2011 - August 2011
Skills
Financial Analysis, FX, Fundamental Analysis, Currency Analysis, FX Trading, Asia/Pacific Markets, Bloomberg Terminal, Excel, Stock Research/Analysis, Time Management, Technical Analysis, Word, Power Point, Salesforce.com, Research, Budget Managment, Cost Basis, Profitability Ratios, Options, Investment Valuation..., Webtop, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance & Law Concentration in Investments
CAPA London 2013 — 2013
Byram Hills High School 2005 — 2009
Macy's June 2015 - Present
State Street December 2014 - April 2015
Skills
Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Research
Education
University of Massachusetts, Amherst 2011 — 2015
Economics, Economics
State Street March 2014 - Present
Shaws Supermarket September 2009 - August 2014
Skills
Business Development, Finance, Management, Business Analysis, Business Strategy, Customer Service, Customer Relations
Education
University of Massachusetts, Amherst 2011 — 2015
Resource Economics, Managerial Economics, Information Technology, Senior
Milton High School 2007 — 2011
BNY Mellon, Capital Market August 2012 - May 2014
State Street June 2012 - August 2012
KPMG June 2011 - August 2011
KPMG June 2010 - August 2010
Girls Incorporated June 2008 - July 2008
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelors in Business Administration, Accounting; Vocal Jazz
GMO December 2013 - Present
GMO October 2012 - December 2013
State Street August 2011 - September 2012
State Street November 2010 - August 2011
State Street March 2009 - November 2010
State Street May 2007 - March 2009
Skills
Bloomberg, SEC filings, Account Reconciliation, Fixed Income, FAS 157, GAAP, Foreign Exchange, Sarbanes-Oxley Act, General Ledger, Fund Accounting, Accounting, Internal Controls, Performance Reporting, SAS70, Year-end Close, Equities
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts, Business Psychology
State Street September 2012 - Present
University of Massachusetts at Amherst September 2011 - May 2012
University of Massachusetts Amherst 2009 - 2012
CVS Pharmacy May 2011 - August 2011
South Shore YMCA Hanover branch May 2008 - August 2011
Skills
Microsoft Office, Communication, Problem Solving, Organization, Customer Service, Energy, HPLC, IR, Leadership, Research
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (BS), Chemistry
Boston College High School 2004 — 2008
High School Diploma, 2008
Bank of America October 2013 - Present
Bank of America August 2012 - October 2013
Bank of America March 2011 - August 2012
State Street May 2008 - March 2011
CVS Caremark Corporation November 2008 - September 2009
CVS Caremark Corporation May 2003 - November 2007
Walgreens April 1994 - May 2003
Skills
Microsoft Excel, Microsoft Office, Banking, Management, Cross Selling, Sales, Retail Banking, Customer Satisfaction, Outlook, Expense Management, Customer Service, Financial Services, Process Improvement, Risk Management, Credit, Financial Analysis, Recruiting, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 2001
BA in English, American Literature
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Thermo Fisher Scientific August 2015 - Present
Aerotek July 2014 - July 2015
Aerotek November 2013 - July 2014
State Street February 2013 - November 2013
State Street Corporation May 2010 - February 2013
State Street Corporation June 2009 - August 2009
Skills
Microsoft Office, Recruiting, Team Building, Networking, Social Marketing, Franchising, Staffing Services, Contract Recruitment, Customer Service, Management, Account Reconciliation, Accounting, Public Speaking, Interviews, Bloomberg Terminal, Microsoft Excel, Securities, QuickBooks, Training, Time Management, Microsoft Word, Technical Recruiting, Temporary Placement
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (BA)
Massachusetts State Senate October 2013 - Present
Will Brownsberger for Congress July 2013 - October 2013
Will Brownsberger for Congress May 2013 - July 2013
Consulate General of Israel to New England December 2012 - May 2013
U.S. House of Representatives June 2010 - December 2012
State Street July 2007 - May 2010
Skills
Government Relations, Political Campaigns, Fundraising, Legislative Relations, Legislation, Community Development, Politics, Nonprofits, Policy Analysis, Public Policy, Political Science, Community Outreach, Government, Policy, State Government, Public Affairs, Economic Development, Legislative Research, Federal Government, Constituent Services, Legislative Affairs
Education
New England School of Law 2014 — 2018
Doctor of Law (J.D.)
University of Massachusetts, Amherst
BA, Political Science
State Street January 2011 - Present
State Street June 2007 - Present
Skills
Business Continuity..., Analysis, Security
Education
University of Massachusetts, Amherst 1978 — 1983
Bachelor of Fine Arts (B.F.A.), Sculpture and Studio Minor in Art History, 3.7
Wellington Management January 2012 - Present
Wellington Management December 2008 - January 2012
Wellington Management November 2002 - December 2008
State Street June 1999 - November 2002
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS)
North Attleboro High School 1992 — 1995
Diploma
State Street November 2011 - Present
State Street October 2010 - October 2011
State Street February 2010 - October 2010
State Street March 2009 - February 2010
State Street July 2007 - January 2008
Skills
Forecasting, Analysis, Customer Service, Research, Budgets, Financial Analysis, Data Analysis, Microsoft Office, Financial Modeling, Market Research, Project Management
Education
University of Massachusetts, Amherst 2004 — 2009
Economics, Collateral Field in Finance
State Street November 2012 - Present
State Street May 2012 - November 2012
State Street June 2007 - May 2012
State Street January 2004 - June 2007
Skills
Bloomberg, Mutual Funds, Corporate Actions, Fixed Income, Equities, Global Custody, Settlement, Financial Services, Middle Office, Financial Reporting, Business Analysis, Microsoft Excel, Data Analysis, Analysis, Process Improvement, Visio, Bloomberg Terminal, Change Management, Project Management, Business Strategy, Securities, Fund Administration, Derivatives, Fund Accounting, Account Reconciliation, Finance, Hedge Funds, Management, Financial Analysis, Customer Service, Accounting, Trading
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Economics
Wakefield High School 1995 — 1999
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
State Street November 2011 - Present
State Street June 2010 - November 2011
Northern Business Machines August 2008 - October 2009
College Pro Painters May 2004 - August 2005
Skills
Account Reconciliation
Education
University of Massachusetts, Amherst 2003 — 2008
BS, Sociology
Brown Brothers Harriman May 2015 - Present
State Street October 2013 - April 2015
International Strategy & Investment May 2013 - August 2014
QBE A & H December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Goal Oriented, Works well in a team, power point
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (BA), Economics
State Street April 2011 - Present
State Street April 2007 - March 2011
State Street June 2000 - March 2007
Skills
Business Communications, Decision Making, Creative Strategy, Problem Solving, Collaborative Leadership, Organizational Analysis, Attention To Detail, Cognos, Project Management, Adaptation, Social Influence, Analytical Skills, Big-picture Thinking, Organizational Needs..., Strategy, Process Improvement, Analytics, SDLC, Project Planning, Management, Training, Middle Office, Strategic Planning, Corporate Actions, Global Custody, Mutual Funds, Fund Accounting, Business Strategy, Financial Modeling, Bloomberg, Business Analysis, Finance, Corporate Finance, Financial Services, Fixed Income, Derivatives, Fund Administration, Equities, Back Office, Negotiation, CRM, Analysis, Risk Management
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelors, Finance, Economics
Frenova Renal Research May 2015 - Present
State Street October 2013 - May 2015
State Street April 2013 - October 2013
Massachusetts General Hospital 2009 - 2012
Walgreens June 2008 - August 2008
Skills
Healthcare, Management, Microsoft Excel, Customer Service, Process Improvement, Sourcing, PeopleSoft, Team Building, Medical Devices, Orthopedic, PowerPoint, Accounting, Sales
Education
University of Massachusetts, Amherst 2006 — 2009
Bachelor's degree, Economics
Malden Catholic High School 2001 — 2005
Diploma
Curry College August 2013 - Present
Curry College October 2009 - August 2013
Curry College January 2008 - October 2009
State Street June 2006 - August 2007
Skills
Research, Public Speaking, Customer Service, Event Planning, Higher Education, Student Financial Aid, Student Affairs, PowerPoint, Community Outreach, Facebook, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Teaching
Education
University of Massachusetts, Amherst 2001 — 2005
"Bachelor of Arts", Psychology
Putnam Investments August 2013 - Present
BNY Mellon April 2013 - August 2013
BNY Mellon April 2010 - April 2013
State Street September 2006 - April 2010
State Street July 2005 - September 2006
Skills
Auditing, Fund Accounting, Account Reconciliation, Bloomberg, Corporate Actions, Process Improvement, Microsoft Office, Portfolio Management, Internal Audit, Equities, Fixed Income, Microsoft Excel, Financial Analysis, Management, Financial Services, Investments, Data Analysis, Accounting, Financial Modeling, Finance, PowerPoint
Education
Univeristy of Massachusetts Amherst 2000 — 2005
University of Massachusetts, Amherst 2000 — 2005
Bachelors, Sports Management
State Street June 2015 - August 2015
The Boathouse at Pier 37 June 2012 - August 2014
Heritage Restoration Inc. June 2010 - September 2010
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, People Skills, Communication Skills, High Pressure Situations, Social Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Finance, General
Lynnfield High School
Referee's Crease June 2000 - Present
State Street July 2009 - June 2013
State Street December 2007 - July 2009
Skills
Customer Service, Mutual Funds, Management, Teamwork, Time Management, Securities, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Transfer Agency
Education
University of Massachusetts Boston 2014 — 2015
Master of Education (M.Ed.), Early Childhood Education and Teaching
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Econimics
Massachusetts Business Alliance for Education July 2015 - Present
State Street January 2015 - July 2015
Chief Customer Officer Council Predictive Consulting Group June 2011 - December 2014
50 Lessons September 2008 - February 2011
50 Lessons August 2007 - September 2008
Foreside Financial Group, LLC March 2006 - July 2007
Masthead Venture Partners March 2000 - March 2006
SMUD November 1993 - August 1999
Skills
Editing, Social Media, Customer Service, Recruiting, Strategic Planning, Video Production, Strategic Partnerships
Education
University of Massachusetts, Amherst 1980 — 1984
B.A., English
State Street June 2014 - Present
State Street February 2012 - Present
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst
Bachelor's degree
State Street June 2015 - Present
State Street February 2013 - June 2015
University of Massachusetts Amherst Football March 2009 - May 2011
Skills
PowerPoint, Data Analysis, Social Media, Qualitative Research, Customer Service, Teamwork, Statistics, Financial Reporting, Account Management, Investments, Microsoft Excel, Time Management, Economics, Equities, Securities, Finance, Bonds, Valuation, Mutual Funds, Bloomberg, Training, Spanish
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (BS), Economics
University of Massachusetts, Amherst
Carr Workplaces September 2014 - Present
Legacy Marketing of Boston/Chicago 3 Consultants January 2014 - July 2014
Northwestern Mutual January 2013 - May 2013
Financial Research Corporation November 2007 - October 2011
State Street August 2006 - November 2007
Smith Barney August 2005 - May 2006
Skills
Bloomberg, Market Research, Data Analysis, Investments, Mutual Funds, Research, Analysis, Retirement, Investment Strategies, ETFs, Investment Management, Asset Allocation, Trading, Alternative Investments, Financial Modeling, Management, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2006
BA, Economics
State Street May 2015 - Present
UMASS International Programs Office April 2015 - Present
Student Activities and Involvement September 2014 - December 2014
Mediate Management Company May 2014 - August 2014
King St Cafe September 2011 - August 2013
YMCA January 2013 - April 2013
Shaw's Supermarkets April 2010 - September 2011
Skills
Brand Marketing, Social Media Marketing,..., Editing Skills (Video &..., Oral & Written..., Creative Writing, Creativity, Social Media Marketing, Networking, Business, Sales, Photography, Teamwork, Social Media, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint
Education
University of Massachusetts, Amherst 2014 — 2017
Communication & Marketing
University of New Hampshire 2013 — 2014
Communication & Marketing
ZeroTurnaround August 2015 - Present
State Street Bank May 2014 - August 2015
State Street January 2014 - May 2014
State Street January 2013 - January 2014
State Street June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Social Media, Analysis, Public Speaking, Customer Service, Data Entry, Windows, Java, Research, HTML, Outlook, SharePoint, MCH, Client Contact, Time Management, Teamwork, Sales, Event Planning, Leadership, Marketing, Organizational..., IP Phones, Inside Sales, Cold Calling
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
duxbury
State Street June 2015 - Present
State Street December 2013 - May 2015
University of Massachusetts Amherst September 2013 - May 2015
Del's Lemonade June 2011 - September 2013
Abercrombie & Fitch May 2009 - August 2013
Skills
Economics, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Statistics, Customer Service, Social Media, Policy Analysis, Teamwork, English, Time Management, Critical Thinking, Haitian Creole, Finance, Information Technology
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (BS), Managerial Resource Economics
Neighborhood Health Plan February 2015 - Present
Senior Whole Health 2012 - January 2015
State Street November 2010 - October 2011
Northwestern Mutual June 2010 - May 2011
State Street June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Accounting, Fund Accounting, Strategic Financial..., Financial Reporting, Risk Management, Financial Accounting, Auditing, Microsoft Excel, Portfolio Management, Data Analysis, Access, Finance, Corporate Finance, Analysis, Budgets, Insurance, Valuation, Leadership, Private Equity, US GAAP, PowerPoint, Internal Controls, Process Improvement, Account Reconciliation, Business Analysis, Due Diligence, Internal Audit
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's in Business Administration, Accounting
Morris & Morris, P.C., CPA's January 2014 - Present
Wolf & Company, P.C. January 2013 - August 2013
University of Massachusetts Amherst September 2009 - December 2012
State Street June 2011 - August 2011
Skills
Fixed Assets, QuickBooks, Accounting, Tax Returns, Tax, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Corporate Tax, Partnership Tax Returns, Auditing, Bookkeeping
Education
University of Massachusetts, Amherst 2009 — 2013
BS, Accounting, Senior
Reading Memorial High School
Reading Memorial High School
Axia February 2001 - Present
General Electric May 1998 - February 2001
State Street 1992 - 1993
Skills
Strategic Sourcing, Change Management, Corporate Communications, Six Sigma, Performance Management, Business Analysis, Profit Improvement, Cost Management, Strategic Planning, Process Improvement, Mergers, Acquisition Integration, Organizational Design, Organizational Change, Organizational Growth, Business Growth, Professional Services, consumer packaged goods, Pharmaceuticals, Life Sciences, Business Strategy, Business Development, Benchmarking, Program Management, Management Consulting, Strategic Consulting, Knowledge Management, Vendor Management, Organizational..., Management, Pharmaceutical Industry, Profit Maximization, FMCG, Business Process..., Mergers & Acquisitions, Consulting, Leadership, Cross-functional Team..., Business Planning, Finance, Operational Excellence, Strategy, Project Management, Supply Chain, Supply Chain Management, Due Diligence, Analysis, Financial Modeling, Procurement, Financial Analysis
Education
University of Massachusetts - Amherst 1994 — 1998
BA, Corporate Finance and Operations Management
State Street June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), Economics
State Street September 2012 - Present
The Mergis Group 2011 - 2012
Skills
Financial Analysis, Mutual Funds, Equities, Investments, Business Analysis, Financial Services, Portfolio Management, Fixed Income, Asset Management, Financial Modeling, Microsoft Excel, Risk Management, Banking, Process Improvement, Derivatives, Customer Service, Forecasting, Business Strategy, Securities
Education
University of Massachusetts, Amherst 2007 — 2011
BA, Economics; Business Administration -
North Quincy High School 2004 — 2007
State Street January 2012 - Present
State Street 2008 - 2012
State Street August 2006 - July 2008
Skills
Capital Markets, Global Custody, Relationship Management, International..., Settlement, Financial Markets, Corporate Actions, Customer Advocacy, Debt Settlement, Equity Trading, Financial Services, Market Research
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor's Degree, Business/Managerial Economics
Caruso Affiliated January 2015 - Present
Caruso Affiliated June 2014 - December 2014
State Street February 2013 - May 2014
The New York Times June 2012 - August 2012
Skills
Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Social Networking, Data Entry, PowerPoint, Product Marketing
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
Beverly Hills High School 2006 — 2010
State Street October 2013 - Present
Morning Beckons Farm LLC May 2010 - August 2013
Market Basket September 2009 - August 2011
Skills
Building Relationships, Strongly self-motivated, Financial Analysis, Investments, Corporate Finance, Networking, Social Networking
Education
University of Massachusetts, Amherst 2011 — 2015
Uxbridge High School 2007 — 2011
High School Diploma
State Street October 2013 - Present
TJ Maxx June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
University of Massachusetts, Amherst 2011 — 2015
Accounting
Amazon June 2015 - Present
Sobrio December 2013 - April 2015
State Street June 2013 - December 2014
Market Basket Foods June 2008 - August 2013
Juniperks, Inc. September 2012 - December 2012
Isenberg School of Management, UMass Amherst August 2012 - December 2012
Community Teamwork Inc. May 2012 - September 2012
Skills
Teamwork, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Time Management, Marketing Strategy, Customer Service, Social Media Marketing, Team Leadership, Leadership, Event Planning, Legal Research, Marketing, Economics, Psychology, Photoshop, Advertising, Project Management, Public Speaking, Social Networking, Process Improvement, Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Business Management, Legal Studies, Economics, Psychology
Lowell High School 2007 — 2011
Ocean Spray Cranberries October 2013 - January 2014
Beth Israel Deaconess Medical Center December 2005 - May 2012
Caritas Good Samaritan Medical Center 2004 - 2005
Caritas St. Elizabeth's Medical Center 2000 - 2004
State Street 2003 - 2003
Xchange, Inc., Boston, MA November 2000 - October 2001
GiantLoop Network Inc., Waltham, MA July 2000 - October 2000
Excelergy Corporation, Cambridge/ Lexington, MA February 2000 - July 2000
Human Resources International 1998 - 2000
Friendly Ice Cream Corporation 1997 - 1998
Skills
HRIS, Healthcare, Applicant Tracking..., Onboarding, Human Resources, Employee Relations, Healthcare Management, Hospitals, Recruiting, College Recruiting, Talent Acquisition, PeopleSoft, Nursing, Healthcare Information..., Temporary Placement, Employee Benefits, New Hire Orientations, CRM
Education
University of Massachusetts, Amherst
BA, History
Egencia 2008 - Present
Carlson Wagonlit Travel 2003 - 2007
State Street 2000 - 2003
Le Meridien Hotels & Resorts 1996 - 2000
Skills
Account Management, Business Travel..., Relationship Management, Customer Retention, Business Development, Strategic Thinking, Online Travel, Hotels, Incentives
Education
University of Massachusetts, Amherst 1981 — 1983
Master’s Degree
Universite du Mirail, Toulouse, France 1979 — 1980
Bachelor’s Degree
Oracle June 2015 - Present
University of Massachusetts Amherst January 2015 - May 2015
State Street January 2014 - May 2015
University of Massachusetts Amherst January 2012 - December 2013
University of Massachusetts Amherst January 2013 - May 2013
Skills
Time Management, Data Analysis, Critical Thinking, Research, Analysis, Customer Service, Public Speaking, Organizational..., Leadership, Adaptability, Teamwork, Territory Management, Social Networking, Sales, Cold Calling, Social Media, Oracle Enterprise..., Social Enterprise, Enterprise Software, Enterprise Mobility, Enterprise Risk..., Enterprise Architecture, Enterprise Storage
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (B.S.), Economics
State Street September 2014 - Present
State Street Bank January 2012 - August 2014
Investors Bank & Trust October 2006 - December 2011
Skills
Superior Client Service, Financial Services, Mutual Funds, Securities, Corporate Actions, Fixed Income, Equities, Settlement, Account Management, Finance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Communication and Media Studies
State Street May 2015 - Present
State Street May 2014 - May 2015
State Street January 2014 - May 2014
State Street April 2013 - January 2014
Eastport Real Estate Services May 2012 - January 2013
Stop & Shop May 2008 - August 2010
Foxboro Sports Center November 2007 - January 2010
Skills
PowerPoint, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Teamwork, Research, Time Management, Critical Thinking, Outlook
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Communications
Mansfield High School 2005 — 2009
State Street June 2015 - Present
State Street August 2014 - Present
State Street July 2008 - August 2014
NEADS/Dogs for Deaf and Disabled Americans June 2011 - March 2014
International Planning Group May 2008 - June 2008
International Planning Group and The Baker Companies June 2002 - March 2008
Fleet Bank November 1997 - June 2002
Fleet Bank February 2000 - April 2000
Fleet Bank February 1999 - April 2000
Fleet Bank November 1997 - October 1999
Skills
Banking, Insurance, Financial Services, Risk Assessment, Internal Audit, Auditing, Risk Management, Wealth Management, Investments, Financial Risk, Business Analysis, Process Improvement, Accounting, Project Management, Business Process..., Basel II, Change Management, Management, Training, Software Documentation, Leadership, Mergers & Acquisitions, Analysis
Education
University of Massachusetts, Amherst 1985 — 1989
BS
New England College in Arundel - Semester Abroad 1987 — 1987
The Hanover Insurance Group September 2014 - Present
The Hanover Insurance Group October 2012 - September 2014
The Hanover Insurance Group September 2011 - October 2012
Hanover Insurance March 2010 - September 2011
The Hanover Insurance Group July 2008 - March 2010
State Street Bank GmbH 1995 - 2005
State Street 1995 - 2005
Skills
Property & Casualty..., Underwriting, Insurance, General Insurance, Commercial Insurance, Commercial Lines, Process Improvement, Risk Management, Business Analysis, Vendor Management, Casualty, Liability
Education
University of Massachusetts, Amherst 1989 — 1993
State Street February 2010 - Present
Daley and Associates November 2009 - February 2010
State Street April 2007 - April 2009
P.F. Chang's China Bistro 2002 - 2006
Deloitte & Touche 1999 - 2001
Education
University of Massachusetts, Amherst 1995 — 1998
HarbourVest Partners December 2013 - Present
Cambridge Associates February 2010 - December 2013
State Street January 2008 - February 2010
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Services, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Sport Management
State Street Bank and Trus August 2003 - Present
State Street 2003 - 2010
Skills
Securities, Equities
Education
University of Massachusetts, Amherst 1999 — 2003
MFS Investment Management March 2011 - Present
MFS Investment Management March 2010 - February 2011
MFS Investment Management June 2005 - February 2010
State Street June 2001 - June 2005
State Street December 1998 - June 2001
Skills
Mutual Funds, Business Analysis, Project Management, Fund Accounting, Financial Services
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Finance
Wakefield High School 1988 — 1992
State Street Bank March 2012 - Present
State Street 1997 - Present
Skills
Securities, Global Custody, Hedge Funds, Risk Management
Education
University of Massachusetts, Amherst
State Street
Skills
Global Custody, Fixed Income, Fund Accounting, Equities, Mutual Funds, Bloomberg
Education
University of Massachusetts, Amherst 1990 — 1994
State Street November 2012 - Present
State Street May 2011 - November 2012
Skills
Fund Accounting, Mutual Funds, Audit, Financial Analysis, Financial Services
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Economics, Finance
State Street September 2014 - Present
State Street Bank January 2005 - Present
A.G. Edwards & Sons, Inc. January 2003 - April 2004
IKON Document Services July 2000 - January 2003
Foxwoods Resort Casino May 1997 - July 2000
Skills
Financial Analysis, Mutual Funds
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, HTRA - Management & Marketing
Derby & Company, Inc. April 2013 - Present
Boston Private Bank December 2004 - April 2013
Woodstock Corporation 2001 - 2004
State Street 1999 - 2001
Skills
Fixed Income, Financial Analysis, Portfolio Management, Banking, Equities, Investments, Securities, Microsoft Excel, Outlook, Asset Management, Bonds, Trading, Mutual Funds
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Accounting
Eaton Vance September 2006 - Present
State Street June 2005 - September 2006
Investors Bank & Trust February 2001 - June 2005
Skills
Mutual Funds, Financial Reporting, Securities, Excel, Compliance, Fund Administration, Fund Accounting, Tax, Process Improvement, Bloomberg, Bonds, Fixed Income, Equities
Education
University of Massachusetts, Amherst 1996 — 2000
BS
CME Group July 2014 - Present
CME Group September 2011 - July 2014
Goldman Sachs Asset Management November 2009 - March 2011
State Street May 2007 - February 2009
State Street December 2006 - May 2007
State Street August 2003 - December 2006
Skills
Derivatives, Financial Analysis, Fixed Income, Equities, Securities, Capital Markets, Financial Markets, Bloomberg
Education
University of Massachusetts, Amherst 1999 — 2003
B.A., Economics, Minor in Psychology
Boston Public Schools August 2012 - Present
Communispace Corporation July 2006 - July 2012
Communispace Corporation 2006 - July 2012
Communispace 2006 - July 2012
State Street 2003 - 2006
Skills
Differentiated..., Teamwork, Curriculum Design, Reading Intervention, Market Research, Customer Insight, Analysis, Management, Marketing Research, Social Media, Qualitative Research, Research, Marketing Strategy, Project Management, Online Research, Analytics, Strategy, Social Media Marketing, Digital Marketing, Advertising Research, Consumer Behaviour, Data Analysis, Online Moderation, Competitive Intelligence, Report Writing, Online Marketing, Quantitative Research, Survey Design, Marketing, Focus Groups, Online Advertising, Content Management, Community Management, Consumer Insight, Digital Media, PowerPoint, Writing, Editing
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor's, Economics
Walpole High School
State Street 2013 - Present
State Street 2011 - 2013
State Street 2009 - 2011
State Street 2007 - 2009
State Street 2005 - 2007
Skills
Data Analysis, Fund Accounting, Business Analysis, Bloomberg, Microsoft Office, Corporate Actions, Derivatives, Finance, Securities, Asset Management, Investments, Risk Management
Education
University of Massachusetts, Amherst
BS, Psychology
State Street 2013 - Present
State Street 2006 - 2013
State Street 2003 - 2006
State Street Australia Limited 1998 - 2003
Skills
Mutual Funds, Equities, Product Management, Financial Modeling, Global Custody, Fixed Income, Securities, Bloomberg, Capital Markets, Banking, Fund Accounting, Asset Managment, Alternative Investments, Financial Analysis, Fund Administration, Hedge Funds, Financial Risk, Investments, Derivatives, Valuation, Portfolio Management, Financial Services, Due Diligence, Risk Management, Bonds, FX Options, Investment Management
Education
University of Massachusetts, Amherst 1983 — 1987
BA
State Street June 2011 - Present
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Arts (B.A.), Economics
State Street May 2001 - Present
AstraZeneca April 1998 - May 2001
First Data Corporation April 1996 - April 1998
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Sourcing, Procurement, Process Improvement, Spend Analysis, Change Management, Supply Management, Talent Acquisition, RFP, Applicant Tracking..., Management, Strategy, Strategic Planning, Leadership, Global Sourcing, E-procurement, Negotiation, Risk Management, Team Building, Consulting
Education
University of Massachusetts, Amherst 1977 — 1981
BS, Management
State Street April 2011 - Present
Spherion April 2011 - August 2011
Skills
Financial Services
Education
University of Massachusetts, Amherst 2006 — 2009
BA, Psychology
Fidelity Investments August 2013 - Present
Manulife Asset Management April 2008 - July 2013
State Street July 2003 - March 2008
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
State Street Global Advisors (SSgA) April 2013 - Present
State Street June 2010 - May 2013
Skills
Bloomberg, Fund Accounting, Fixed Income, Financial Analysis, Portfolio Management, Banking, Equities, Executive Support, Financial Services, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
BS - Isenberg School of Management
BNY Mellon January 2014 - Present
BNY Mellon April 2012 - January 2014
BNY Mellon October 2010 - April 2012
State Street June 2008 - October 2009
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Wealth Management, Securities, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans
Education
University of Massachusetts, Amherst 2004 — 2008
State Street January 2014 - Present
J.P. Morgan April 2012 - December 2013
Brown Brothers Harriman February 2008 - June 2011
Ameriprise Financial July 2007 - November 2007
UMass Transit February 2003 - June 2007
Skills
Securities, Management, Financial Risk, Finance, Account Reconciliation
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
State Street December 2004 - Present
Summa Capital Management/Conifer Capital, LLC February 2000 - December 2004
GMO July 1997 - February 2000
Skills
Trading, Strategy, Portfolio Management, Investment Management, Investments, Currency, Global Macro, Fixed Income, Hedge Funds, Equities
Education
University of Massachusetts, Amherst 1992 — 1996
Economics
Beth Israel Deaconess Medical Center March 2011 - Present
BNY Mellon January 1998 - July 2011
State Street June 1996 - January 1998
State Street Bank June 1994 - June 1996
Skills
Hyperion Enterprise, PeopleSoft, Access, Microstrategy, Lotus Notes, SharePoint, Financial Reporting, Accounting, Outlook, Microsoft Excel, Business Analysis, Visio, Applicant Tracking..., Data Analysis, Essbase
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Accounting
Goldman Sachs April 2012 - Present
Goldman Sachs May 1996 - April 2012
State Street 1994 - 1996
Skills
Securities Lending, Equities, Fixed Income, Collateral Management, Corporate Actions, Settlement, Middle Office
Education
University of Massachusetts, Amherst 1989 — 1992
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 1989 - 2005
Skills
Fund Accounting, ETFs, Mutual Funds, Fixed Income, Securities, Investments, Client Services, Fund Of Funds, Portfolio Management, Management, Relationship Management, Derivatives, Asset Management, Equities, Bloomberg, Hedge Funds, Project Management, Risk Management, Business Requirements, Budgeting, Financial Services
Education
University of Massachusetts, Amherst
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
State Street September 2011 - Present
State Street Corporation December 2007 - Present
Skills
Financial Services, Microsoft Office, Fixed Income, Account Management, Mutual Funds, Relationship Management, Equities, Banking, Risk Management, Bloomberg, Securities, Insurance, Financial Analysis, Asset Management, Global Custody, Investments, Portfolio Management, Fund Accounting, Hedge Funds, Bloomberg Terminal, Fund Administration, FX Options, Derivatives, Alternative Investments, Back Office, Corporate Actions, Bonds
Education
University of Massachusetts, Amherst
Business
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
State Street February 2004 - Present
Skills
Microsoft Word, Financial Modeling, Banking, Risk Management, Financial Analysis, Accounting, Mutual Funds, Microsoft Office, Finance
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
State Street 1999 - Present
Skills
Equities
Education
University of Massachusetts, Amherst 1990 — 1994
eSecLending November 2014 - Present
ABS Bowling April 2014 - June 2014
State Street January 2013 - February 2014
State Street October 2011 - January 2013
DermaConcepts / Environ Skin Care May 2009 - September 2010
Yankee Candle Company May 2008 - September 2008
Skills
Microsoft Office, Derivatives, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Reuters, Fixed Assets, Equity Research, Pools, Warrants, Databases, Hands-on Training
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelors of Arts, Economics Major
State Street May 2015 - Present
State Street March 2014 - May 2015
D and L liquors May 2012 - May 2013
Harrison Global Transportation January 2011 - August 2011
Skills
Customer Service, Time Management, Microsoft Excel, Leadership, Microsoft Office, Python, Research, Event Planning, Microsoft Word, Teamwork, Organizing, Personal Productivity, Computers, Social Media, PowerPoint, Analysis, Accounting, Economics, Ruby, Ruby on Rails
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Economics
Waltham High School 2007 — 2011
High school Diploma
State Street May 2015 - Present
State Street May 2015 - Present
Maxcaft April 2007 - August 2013
Skills
PowerPoint, Tutoring, Office Administration, Organization, Always Punctual
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Pioneer Investments September 2015 - Present
Pioneer Investments September 2014 - Present
State Street February 2013 - June 2014
The Baseball Tavern May 2012 - August 2013
D & D Interior Painting September 2009 - August 2012
Milton Park and Recreation June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Economics, Time Management, Data Analysis, Public Speaking, Research
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Milton High School 2006 — 2010
Health Services Administrators March 2013 - March 2015
HarbourVest Partners 1998 - 2009
Advent International August 1995 - July 1998
State Street November 1991 - December 1994
Skills
Executive Administrative, Microsoft Office, Internet, Outlook, Microsoft Excel, MS Excel Pivot Tables, Google Analytics, Administrative..., Administration, Office Management, Microsoft Word, Account Reconciliation, Office Administration, Editing, Internet Explorer
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2015 - Present
State Street August 2014 - April 2015
State Street June 2014 - August 2014
Comcast-Spectacor September 2013 - March 2014
Target November 2010 - February 2014
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, MCH, Microsoft Access, Microsoft Outlook, Google Docs, Access, PowerPoint
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts, Economics
State Street June 1994 - Present
Education
University of Massachusetts, Amherst 1988 — 1992
BA, BDIC
State Street December 2013 - Present
TCC Networks May 2012 - September 2013
Skills
Field Operations, Sales Presentations, Customer Service, Service Delivery
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), Economics
BNY Mellon September 2004 - May 2013
U.S. Bank 2003 - 2004
State Street 1997 - 2003
Fleet National Bank 1994 - 1997
Skills
Securities, Banking, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Bloomberg, Client Relationship..., Financial Services, Relationship Management, Structured Finance, Investment Banking, CRM, Equities, Mutual Funds, Bonds, Securitization
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
State Street Bank March 2012 - Present
State Street March 2007 - December 2010
Education
University of Massachusetts, Amherst 2001 — 2006
Bachelor of Arts (B.A.), Philosophy
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Economics
PricewaterhouseCoopers June 2014 - August 2014
KPMG January 2013 - March 2013
State Street September 2012 - December 2012
Skills
Microsoft Excel, Financial Analysis, Access, Team Leadership
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Orange Leaf Frozen Yogurt May 2014 - Present
Eagle Investment Systems March 1999 - March 2014
State Street September 1992 - March 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor's degree, Economics
Braintree High School 1982 — 1986