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.
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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
Ocean's 6 July 2014 - Present
J Williams Staffing May 2013 - 2014
MGR Accounting Recruiters July 2013 - September 2013
Mass Marketing Promotions December 2012 - July 2013
Real Estate Auditing October 2011 - October 2012
Invoke Solutions May 2010 - October 2011
State Street October 2007 - May 2010
Education
Bentley University
Bachelor of Science (BS), Finance, General
LABUR Staffing September 2014 - Present
State Street March 2010 - December 2012
State Street 2006 - 2011
State Street 2004 - 2006
State Street 1999 - 2003
State Street 1998 - 2003
State Street 1997 - 1998
Skills
Pension Funds, Investments, Superior Client Service, Relationship Management, SharePoint, Global Custody, Accounting, Project Management, Cross Selling, Managing P&Ls, Financial Reporting, Strategic Planning, Business Strategy, Client Services, Financial Services, Portfolio Management, Equities, Fixed Income, Finance, Mutual Funds, Risk Management
Education
Bentley College 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
AgIS Capital LLC June 2013 - Present
Hancock Natural Resource Group (HNRG) 2001 - 2012
State Street 1985 - 2001
Skills
Accounting, Financial Reporting, Sarbanes-Oxley, Return on Investment, GIPS, Income Tax, IFRS
Education
Bentley University 1996 — 1998
Master's degree, Accounting
Bentley University 1988 — 1991
Bachelor's degree, Accounting
West Wind Realty LLC April 2013 - Present
UPS Supply Chain Solutions 2013 - Present
William Raveis Real Estate May 2011 - April 2013
State Street December 1996 - April 2012
Wachovia, A Wells Fargo Company 1995 - 1996
Travelers 1984 - 1995
Skills
Maintaining Strong..., Defined Benefit, Defined Contribution, New Business Generation, Team Management, Trust Management, Cross Selling, Short Sales and..., Home Affordable..., At Home with Diversity:..., Real Estate Appraisal, 401k, Appraisals, Asset Management, CRM, ERISA, Employee Benefits, Equities, Finance, Financial Services, Fixed Income, Investments, Management, Mutual Funds, Pension Funds, Portfolio Management, Retirement, Risk Management, Sales
Education
Bentley College
BS, Finance, Accounting
CAR Real Estate Classes
State Street May 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
AXA Advisors June 2013 - August 2013
Activalores Sociedad de Corretaje de Valores, S.A. May 2012 - July 2012
Robin Hood Camp July 2008 - August 2008
Skills
Financial Analysis, Equities, Valuation, Capital Markets, PowerPoint, Microsoft Word, Excel, Factset, Capital IQ, Bloomberg, Tennis, Debate, Public Speaking, Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science, Economics-Finance and International Relations
Nanyang Technological University 2013 — 2013
Economics
Aurora Investment Management June 2013 - Present
Aurora Investment Management June 2010 - June 2013
Aurora Investment Management January 2006 - May 2010
Cambridge Associates LLC August 2004 - December 2005
State Street August 2003 - August 2004
Skills
Microsoft Excel, Visual Basic, Matlab, RiskMetrics, Bloomberg, SQL, MicroStrategy Reporting, Business Intelligence..., Rapid Prototyping, Data Modeling, Data Analysis, Alternative Investments, Derivatives, Data Management, Document Management, Risk Metrics, FX trading
Education
Bentley College 2002 — 2003
Masters Degree in Global Financial Analysis, Finance
Towson University 1996 — 2000
Bachelors Degree in Business Administration, Business
Loyola High School Blakefield 1992 — 1996
Perry Hall Middle School
State Street Bank July 2008 - Present
State Street December 2004 - July 2008
State Street April 1999 - December 2004
Education
Bentley College 1988 — 1992
Bachelor of Science (BS), Accountancy
State Street June 2015 - Present
Security Management Partners May 2013 - May 2015
99 Resturants February 2011 - April 2014
Skills
Finance, Information Security, Windows, Sales, Salesforce.com, Microsoft Excel, Microsoft Access, Process Modeling
Education
Bentley University 2012 — 2015
Bachelor's Degree, Finance, General
Bryant University 2011 — 2012
State Street October 2014 - Present
Bentley University April 2014 - August 2014
Bentley University March 2014 - August 2014
Harvard Pilgrim Health Care October 2013 - August 2014
Massachusetts School of Professional Psychology September 2013 - February 2014
Nizhoni Health Systems June 2008 - December 2012
Education
William James College 2013 — 2014
Master of Arts (MA), Organizational Psychology
Bentley University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
EMC July 2012 - December 2014
EMC June 2011 - July 2012
State Street May 2011 - August 2011
Skills
Project Management, Marketing Communications, Internal Communications, Marketing Strategy, Microsoft Word, PowerPoint, Corporate Communications, Social Media Marketing, Customer Service, Community Outreach, Stealth Marketing
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Marketing
State Street June 2007 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Analysis
Education
Bentley University 2008 — 2009
Master of Science (MS), Finance, General
Bentley College 2004 — 2008
Bachelor's degree, Finance, General
PwC August 2015 - Present
PwC August 2014 - August 2015
Dassault Systèmes August 2013 - April 2014
Protiviti June 2013 - August 2013
Dassault Systemes October 2012 - June 2013
State Street June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - May 2012
Normandy Farms Campground March 2007 - August 2011
Skills
Microsoft Excel, Accounts Payable, Microsoft Office, Bloomberg, Microsoft Word, Outlook, MCH, Capital Budgeting, Leasing, Equities, Finance, Customer Service, Financial Advisory, Tax, Internal Audit
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting
Bishop Feehan High School 2006 — 2010
State Street May 2012 - Present
State Street May 2010 - September 2011
Dan O'Connell Painting June 2009 - September 2009
State Street June 2008 - September 2008
Mill Wharf Restaurant May 2005 - September 2007
Cohasset Hardware Store May 2004 - March 2005
Skills
Data Entry, PowerPoint, Microsoft Word, Typing, Public Relations, Friendship, Athletes, Art
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Goldman Sachs November 2013 - Present
Goldman Sachs July 2011 - November 2013
Goldman Sachs June 2010 - August 2010
State Street May 2009 - August 2009
Skills
Wealth Management, Asset Management, Investments, Client Services, Financial Analysis, Equities, Client Relations, Corporate Finance, Equity Research, Relationship Management, Fixed Income, Hedge Funds, Private Equity, Mutual Funds, Financial Reporting, Alternative Investments
Education
Bentley University 2008 — 2011
BS, Corporate Finance and Accounting
Suffolk University 2007 — 2008
BS, Finance
Praxis Consulting October 2014 - Present
Granite Telecommunications November 2013 - February 2014
State Street April 2012 - September 2013
Skills
Financial Analysis, Bloomberg, Microsoft Excel, Business Analysis, Equities, Finance, Access
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics/Finance
Hamilton-Wenham RHS 2003 — 2007
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Vaillette & Sipowicz, LLC February 2013 - Present
Edward J Sipowicz, Jr CPA April 2009 - February 2013
CCR LLP September 2006 - April 2009
BDO Seidman, LLP September 2002 - September 2006
State Street September 2000 - September 2002
PricewaterhouseCoopers September 1997 - September 2000
Skills
Tax, Income Tax, Compliance, Quickbooks, IRS, Tax Compliance, Corporate Tax, High Net Worth..., LLC, Accounting, Partnership Taxation, Charitable Trusts, Estate Tax Returns, Quickbooks 2012, IRS problem resolution, Sales & Use Tax, Payroll Taxes, Tax Preparation, Estate Planning, Estate Tax Planning, Tax Accounting
Education
Bentley University 2001 — 2003
MST, Taxation
Keene State College 1987 — 1991
BS
State Street June 2015 - Present
Nanigans September 2014 - Present
Hay Group June 2014 - August 2014
ModernCoinsDirect May 2013 - February 2014
Skills
Microsoft Office, Microsoft Word, Customer Service, Leadership, Teamwork, PowerPoint, Financial Analysis, Time Management, SAP, Social Media
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Corporate Accounting and Finance
St. Joseph's Preparatory School 2007 — 2011
High School Diploma
Deloitte July 2015 - Present
Bentley University January 2014 - May 2015
Bentley University September 2013 - May 2015
Bentley University September 2014 - December 2014
State Street June 2014 - August 2014
State Street June 2014 - August 2014
State Street June 2013 - August 2013
Stop & Shop August 2009 - April 2013
Skills
Finance, Community Service, Financial Analysis, Bloomberg, Teamwork, Customer Service, Social Media, Social Networking, Structured Products, SAP, Program Management, Microsoft Word, Retail, Process Modeling, Accounting, Financial Accounting, Financial Statement..., Leadership, Microsoft Excel, Microsoft Office
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Corporate Finance & Accounting
Wakefield High School 2007 — 2011
The TJX Companies, Inc. May 2015 - Present
Office of Academic Services September 2014 - Present
Elite Gymnastics March 2012 - August 2014
State Street October 2012 - April 2013
Education
Bentley University 2013 — 2017
Bachelor's Degree, Corporate Finance and Accounting, Sophomore
Bentley University
Brookline Bank May 2015 - Present
Command Security Corporation March 2010 - May 2015
State Street August 2013 - August 2013
Skills
Microsoft Office, Management, Leadership, Customer Service, Critical Thinking, Communication, Finance, Stock Market, Corporate Security, Training, Teamwork, Economics
Education
Bentley University 2012 — 2016
BS, Major: Finance; Minor: Economics, Computer Information Systems, Senior
Thornton Academy 2010 — 2012
Massabesic High 2008 — 2010
Situs September 2015 - Present
Bentley University September 2013 - Present
State Street May 2014 - August 2014
HCPro, Inc. June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Teamwork, Microsoft Office, Leadership, Financial Reporting, Access, Market Research
Education
Bentley University 2013 — 2015
Bachelor of Science (BS), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2013
St. Johns Prep 2007 — 2011
Fidelity Investments April 2000 - Present
State Street 1997 - 2000
John hancok 1993 - 1997
Skills
Certified Financial...
Education
Bentley College 1989 — 2003
Bachelor of Science (B.S.), Accounting
Boston College - Carroll School of Management 1995 — 1997
Master's degree, Finance
McGladrey September 2014 - Present
Protiviti January 2014 - September 2014
Protiviti July 2011 - December 2013
State Street September 2010 - June 2011
State Street February 2010 - September 2010
Skills
Internal Controls, Financial Reporting, SOX, Accounting, Audit, Microsoft Office, Excel, Word, Visio, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Risk, Microsoft Excel, Sarbanes-Oxley, Microsoft Word, Consulting
Education
Bentley University 2007 — 2011
Bachelor of Science, Accountancy
State Street January 2006 - Present
ACI Worldwide January 1994 - December 2005
State Street March 1984 - December 1993
Skills
SDLC, Business Analysis, Vendor Management, Money Transfers, French Fund Accounting, Italian Fund Accounting, German Fund Accounting, SWIFT messaging, CHIPS messaging, FED Messaging, Unix, MQ Messaging, SharePoint, Disaster Recovery, Windows NT, ClearCase, Linux Server, PMP, Oracle, Oracle Enterprise..., Data Warehousing
Education
University of Massachusetts Boston 1986 — 1994
Master of Business Administration (MBA)
Bentley College 1979 — 1983
Bachelor of Science (B.S.), Computer Information Systems
Bentley College 1979 — 1983
Associate of Science (A.S.), Business Administration and Management, General
Archbishop Williams High School 1975 — 1979
State Street November 2011 - Present
Pulse Trading June 2010 - November 2011
Putnam Investments April 2008 - December 2009
State Street October 2007 - April 2008
MFS Investment Management 2006 - 2006
Skills
Equities, Trading, Bloomberg, Trading Systems, Investments, Hedge Funds, Golf, Mutual Funds, Capital Markets, Electronic Trading, Securities, Asset Management, Asset Managment, SQL
Education
Bentley University 2003 — 2007
B.S., Economics and Finance
St. John's Prep High School 1999 — 2003
State Street July 1994 - Present
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Financial Analysis, Mutual Funds, Valuation, Securities, Business Analysis, Capital Markets, Portfolio Management, Financial Services, Hedge Funds, Investments, Asset Management, Investment Banking, Banking, Risk Management, Fund Accounting
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance, General
Commonwealth of Massachusetts February 2015 - Present
Radius Bank January 2013 - February 2015
State Street July 2012 - January 2013
Bank of America July 2010 - July 2012
Ernst & Young June 2009 - August 2009
Ernst & Young June 2008 - August 2008
Skills
Banking, Accounting, Investments, Corporate Finance, Portfolio Management, Hedge Funds, Analysis, Retail Banking, Credit, Corporate Tax, Auditing, Microsoft Excel, Microsoft Office, Public Speaking, Tax, Leadership, Research, Credit Cards, State Taxation, Local Taxation, Strategic Planning, PowerPoint, Public Relations, Government Relations, Research Analysis, Partnership Taxation, Account Reconciliation, Presentation Skills
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
Universita Lorenzo Di Medici (Firenze, Italia) 2008 — 2009
Bachelor of Science (B.S.), Study Abroad
Boston Latin Academy 2000 — 2006
SS&C Technologies November 2009 - Present
TheNextRound, Inc. March 2006 - November 2009
BISYS Fund Services May 2004 - March 2006
State Street July 2003 - May 2004
Education
Bentley University 1999 — 2003
BS-FI, Finance, IT
Bright Horizons January 2014 - Present
OPEXEngine January 2013 - May 2013
State Street August 2011 - February 2012
Salem College August 2008 - May 2011
North Carolina Department of State Treasurer January 2011 - February 2011
Volunteer Income Tax Assistant (VITA) February 2010 - April 2010
Skills
Options, Software, Accounting, Financial Analysis, Team Leadership, Financial Accounting, Access, Microsoft Office, Microsoft Excel, Expenses, Microsoft Word, Nonprofits, PowerPoint, Research, Data Entry, Outlook, Training, Leadership, Data Analysis
Education
Bentley University 2012 — 2013
Salem College 2007 — 2011
Bachelor of Science, Accounting
Salem College 2007 — 2011
Bachelor of Arts, Business Administration
UBS March 2015 - Present
State Street October 2013 - March 2015
Fitchburg State University September 2012 - December 2013
Hertz July 2011 - August 2013
Skills
Sales, Customer Service, Management, Marketing, Human Resources, Business Planning, Organizational..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Project Management, Finance, Analysis, Leadership, Financial Services, Research, Investments, Access
Education
Fitchburg State College 2012 — 2014
Master of Business Administration (M.B.A.), Management, 3.77
Bentley University 2007 — 2011
Bachelor's of Science, Management, 3.26
Dexter School 2005 — 2007
High School Diploma, Liberal Arts
McGladrey September 2014 - Present
State Street July 2013 - September 2014
EY June 2011 - June 2013
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Financial Services, Finance, General Ledger, US GAAP, Risk Assessment, Business Process..., Financial Risk
Education
Bentley University 2005 — 2009
B.S. Finance
State Street May 2015 - Present
BNY Mellon March 2015 - May 2015
BNY Mellon January 2013 - March 2015
CVS Health December 2008 - August 2014
BNY Mellon August 2011 - January 2013
Skills
Financial Reporting, Financial Services, Portfolio Management, Microsoft Excel, Time Management, Equities, Risk Management, Bloomberg, Financial Analysis, Process Improvement, Relationship Management, Customer Service, Accounting, Finance
Education
Bentley University 2008 — 2011
Bachelor of Science (B.S.), Finance
Unidine Corporation September 2010 - May 2014
Gomez, Inc. August 2008 - February 2010
Presidio Networked Solutions 2010 - 2010
Ametek Aerospace 2010 - 2010
GPX International Tire September 2006 - August 2008
State Street September 2004 - August 2006
Transworld Systems/Credit Management Services July 2002 - August 2004
Skills
Financial Analysis, Accounting, Credit, Accounts Receivable, Income Statement, Finance, Cash Flow, Customer Service, Sarbanes-Oxley Act, Negotiation, Recruiting, Management, Team Building, CRM, Risk Management, Payroll, Invoicing, Leadership, Portfolio Management, Account Reconciliation, Time Management, Operations Management, Inventory Management, Microsoft Excel, Business Planning, Training, Account Management, P&L Management, Customer Satisfaction, Analysis, Hiring, P&L, Team Leadership, Sales, Profit, Customer Retention, Strategic Planning, Purchasing
Education
Bentley University 1992 — 1996
BS, Marketing
BNY Mellon March 2013 - Present
State Street June 2012 - January 2013
Greater Boston Food Bank October 2010 - November 2010
Habitat for Humanity January 2010 - January 2010
John Adams Courthouse May 2008 - August 2008
Team Honduras May 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, Spanish, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Access, Peachtree, Bloomberg, Social Media Marketing, Data Analysis, Fundraising
Education
Bentley University 2007 — 2011
Bachelor of Science, Corporate Finance & Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance & Accounting
Ernst & Young January 2014 - Present
BNY Mellon December 2012 - December 2013
BNY Mellon November 2008 - December 2012
State Street September 2007 - November 2008
Skills
Fund Accounting, US GAAP, Microsoft Excel, Valuation, MS Excel Pivot Tables
Education
Bentley University 2011 — 2013
Master of Science (M.S.), Accountancy, Magna Cum Laude
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Sunstein Kann Murphy & Timbers LLP September 2012 - Present
CohnReznick LLP (formerly Ercolini & Company LLP) January 2012 - September 2012
State Street August 2009 - January 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, GAAP, General Ledger, Auditing, Financial Accounting, Tax Preparation, Financial Statements, Microsoft Word
Education
Bentley University 2011 — 2013
Master’s Degree, Accounting, 3.40
University of Massachusetts Boston 2006 — 2010
BS, Accounting, 3.46
State Street May 2015 - Present
Edward G. Sawyer Co., Inc. May 2014 - Present
Scituate Recreation Department May 2011 - Present
Skills
Leadership, Management, Time Management, Microsoft Excel
Education
Bentley University 2013 — 2017
Bachelor's Degree, Finance, General, Freshman
Telerik June 2015 - Present
Comfi August 2011 - June 2015
KeyCreditRepair.com March 2014 - September 2014
State Street August 2012 - December 2012
College Pro September 2011 - September 2012
Skills
Finance, Sales, Financial Accounting, Marketing, Financial Analysis, Organized Multi-tasker, Microsoft Excel, Customer Service, Trade Finance, Analysis, Teamwork, Operational Excellence, Efficent, Customer Satisfaction, CRM, Committed to..., Salesforce.com, Access, Communication, Social Media, Microsoft Office
Education
Bentley University 2013 — 2015
Bachelor of Science (B.S.), Finance
Bunker Hill Community College 2011 — 2013
Associate of Science (A.S.), Finance, General
State Street June 2015 - August 2015
Bentley University January 2015 - May 2015
Bentley University September 2014 - May 2015
Bentley University September 2014 - December 2014
Bentley University June 2014 - August 2014
Nova Biomedical May 2014 - August 2014
Bentley University September 2013 - December 2013
Nova Biomedical June 2013 - August 2013
Nova Biomedical June 2011 - August 2011
Nova Biomedical June 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Teamwork, Highly Detailed, Organization, Problem Solving, Proficient Typing Skills, Follow Directions, Time Management
Education
Bentley University 2013 — 2017
Candidate for Bachelor of Science in Corporate Finance and Accounting
Newton North High School 2009 — 2013
Mellon Capital June 2015 - Present
State Street December 2014 - May 2015
State Street October 2011 - December 2014
State Street April 2008 - October 2011
State Street October 2004 - April 2008
State Street June 2003 - October 2004
Skills
FX Options, Middle Office, Fixed Income, Back Office, Bloomberg
Education
Bentley University 1999 — 2003
BS, Finance
State Street June 2014 - Present
Reebok September 2013 - December 2013
Lexington Wealth Management May 2013 - August 2013
New York Life Insurance Company May 2012 - September 2012
Parent Involvement Program June 2011 - January 2012
Skills
Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Salesforce.com, SAP, Customer Service, Close Attention to..., Quantitative Analytics, Morningstar, Bloomberg, Excel, Multi-currency Horizon
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics Finance
Braintree High School 2006 — 2010
3.8
Hewlett-Packard July 2014 - Present
Oracle August 2012 - July 2014
Oracle December 2010 - August 2012
Sovereign Bank March 2010 - November 2010
Sun Life Financial 2008 - 2009
Mercer/Putnam Investments (Norwood, Ma) January 2006 - January 2008
W.B.Mason Office Supplies January 2005 - January 2006
State Street June 2004 - January 2005
Education
Bentley University 2000 — 2004
Economics/Finance, Investments
Brockton HIgh School
Series 7, 63, and Life Insurance Licenses
State Street June 2015 - Present
Intercontinental Hotels Group May 2014 - August 2014
Skills
Team Leadership, Analysis, Microsoft Excel, Microsoft Word, Social Media, Competitiveness, PowerPoint
Education
Bentley University 2014 — 2018
Economics-Finance
Austin Preparatory High School 2010 — 2014
High School
State Street June 2015 - Present
McGladrey June 2014 - August 2014
Alere, Inc. January 2014 - June 2014
The Franklin Cafe 2010 - 2014
Bentley University June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Publisher, Microsoft Expression, Peachtree, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Access, Outlook, Time Management, Social Networking, Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Corporate Finance & Accounting, Summa Cum Laude
Pingree School
J.P. Morgan November 2010 - Present
State Street 2005 - 2010
PFPC, Inc. 1997 - 2006
Putnam Investments October 1992 - November 1995
BBH 1980 - 1992
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Securities, Equities, Fixed Income, Bloomberg, Fund Administration, Fund Accounting, Fund Of Funds, Derivatives, Global Custody, Middle Office, Asset Management, Corporate Actions, Swaps, Investment Management, Alternative Investments, Financial Services, ETFs
Education
Bentley University
Associate of Science (A.S.), Accounting
PwC August 2015 - Present
John Hancock Financial Services June 2013 - August 2013
State Street June 2012 - August 2012
Education
Bentley University 2014 — 2015
Master of Science, Accountancy
Bentley University 2010 — 2014
Bachelor of Science, Accountancy
Notre Dame Academy, Hingham MA 2006 — 2010
RBL America January 2015 - Present
State Street February 2007 - January 2015
State Street February 2007 - January 2009
State Street April 2004 - February 2007
Skills
Microsoft Word, Negotiation, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Budgets, Public Speaking, Social Media, Sales, Financial Analysis, Accounting
Education
Bentley University 1998 — 2002
Business Administration and Management, General
Arlington Catholic
Arlington Catholic
State Street April 2015 - Present
Skills
Risk Management, Equities, Financial Services, Hedge Funds, Securities, Securities Lending, Mutual Funds, Collateral Management, Fixed Income, Corporate Actions, Business Analysis, Sales, Management, Relationship Management
Education
Harvard Extension School 2000 — 2003
Graduate Certificate, Business Administration and Management, General
Bentley College 1985 — 1989
Bachelor of Science (B.S.), Marketing
Biogen April 2015 - Present
Biogen Idec September 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2009 - September 2013
Brown Brothers Harriman September 2008 - November 2009
State Street June 2005 - September 2008
Skills
Mutual Funds, Executive Calendar..., Meeting Planning, Event Planning, Travel Planning, Budget Reconciliation, Expense Management, Vendor Contracts, Purchase Requisitions, Telepresence, Microsoft Office, Accounting, Financial Analysis, Microsoft Excel
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
Crescent Capital Group March 2014 - Present
NewStar Financial June 2012 - February 2014
Kamylon Capital November 2011 - February 2012
State Street June 2011 - August 2011
New England Private Wealth Advisors May 2010 - December 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance and Economics
Lorenzo de'Medici 2011 — 2011
Economics, Marketing, Italian
State Street
Skills
Financial Services, Mutual Funds, Equities, Relationship Management, Fixed Income, Account Management, Portfolio Management, Investments, Bloomberg, Banking, Salesforce.com, Derivatives
Education
Bentley University
Finance, General
State Street Bank July 2013 - Present
Samet and Company PC February 2013 - April 2013
Aircuity September 2012 - December 2012
University Undergraduate Admissions Office January 2010 - December 2012
State Street June 2012 - August 2012
New York Life Insurance Company October 2011 - May 2012
Pan-Hellenic Council November 2010 - November 2011
Norway Savings Bank May 2011 - August 2011
Personal Touch Catering January 2005 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Outlook, Public Speaking, Problem Solving, Morningstar, SAP, Public Relations, Administration, Banking, Customer Service, Financial Planning, Data Entry, Customer Relations, Writing, Insurance
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance and Liberal Studies in Health and Industry
Devellocus September 2014 - Present
The Norman Group October 2012 - June 2014
Wells Fargo September 2008 - September 2012
Wachovia June 2005 - September 2008
Wachovia September 2000 - June 2005
Fleet Bank April 1999 - September 2000
State Street September 1997 - April 1999
State Street August 1996 - September 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Risk Management, Investment Banking, Securities, Investments, Banking, Derivatives, Financial Services, Asset Managment, Options, Hedge Funds, Alternative Investments, Wealth Management, Trading, Credit, Operational Risk, Operational Risk..., Asset Management, AML, Vendor Management, Treasury Management, FX Options, Business Analysis, Mutual Funds, Trading Systems, Financial Risk, Trade Finance, Retail Banking, Investment Management, Syndications, Financial Analysis, Commercial Banking, Bonds, Relationship Management, Mergers & Acquisitions, Structured Finance, Loan Origination, Funding, Financial Institutions, Loans, Financial Markets, Treasury
Education
Bentley University
Bachelor's degree
Worcester Polytechnic Institute
Union of Concerned Scientists August 2014 - Present
State Street Bank September 2013 - August 2014
The Skellig November 2011 - August 2014
State Street August 2012 - August 2013
Cabot Corporation May 2011 - May 2012
Lastoria Italian Bar and Grill January 2007 - April 2011
Blockbuster May 2007 - June 2008
Skills
Financial Analysis, Accounting, Communication, Team Building, Team Leadership, Mentoring, Analytical Skills, Problem Solving, Analysis, Finance, Auditing, Corporate Finance, Management, Teamwork, Budgets, Account Reconciliation, Internal Controls, Time Management, Leadership, Process Improvement, Project Management, Financial Statements, Data Analysis, Microsoft Excel, Financial Modeling, Forecasting, Financial Reporting
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting
Stoughton High School 2004 — 2008
High School Diploma
Meketa Investment Group June 1999 - Present
State Street May 1998 - June 1999
Skills
Asset Allocation, Portfolio Management, Investments
Education
Bentley University 1995 — 1998
BS, Finance
Massachusetts Institute of Technology 1993 — 1995
Brooke High School 1989 — 1993
State Street November 2011 - March 2014
Holcim September 2011 - October 2011
Public Consulting Group February 2011 - February 2011
Ameriprise Financial August 2009 - May 2010
Webster Bank May 2008 - August 2008
Bloom Hill Farm Ice Cream Shop June 2007 - August 2007
Central Connecticut State University May 2007 - July 2007
Melly's Ice Cream May 2000 - January 2006
Skills
Budgets, Finance, Investments, Marketing Strategy, Financial Analysis, Strategy, Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance, Law
Royal Melbourne Institute of Technology 2009 — 2009
BNY Mellon September 2015 - Present
State Street June 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Account Reconciliation, Auditing, Oracle, Enterprise CRM, Bank of America CashPro
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting
Boston Latin Academy 2006 — 2010
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
State Street August 2010 - Present
Lewtan Technologies August 2008 - August 2010
Lewtan Technologies May 2005 - July 2008
Lewtan Technologies September 2003 - April 2005
Skills
Fixed Income, Securitization, Financial Modeling, Valuation, ABS, Structured Finance, Financial Analysis, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Asset Management
Bentley University 1997 — 2001
BS, Economics/Finance
Covanta Semass October 2014 - Present
Covanta Energy March 2006 - October 2014
State Street August 2003 - April 2005
Skills
Forecasting, Financial Modeling, Financial Reporting, Financial Analysis, Budgets, Monthly Closing
Education
Bentley University 1999 — 2003
BS, Accounting
Iron Mountain December 2013 - Present
Iron Mountain April 2013 - December 2013
Fidelity Investments 2007 - 2012
State Street July 2007 - September 2007
Investors Bank & Trust June 2004 - July 2007
Investors Bank & Trust December 2001 - June 2004
Investors Bank & Trust December 2000 - December 2001
Investors Bank & Trust March 2000 - December 2000
Skills
Finance, Corporate Finance, Financial Reporting, Accounting, Cash Management, Bloomberg, Financial Analysis, Fixed Income, Asset Managment, Process Improvement, Investments, Fund Accounting, Collateral Management, Derivatives, Asset Management, Hyperion Enterprise, Hyperion Financial..., Blackline, FDM, hyperion smartview, Highly detail oriented, Oracle Applications, Customer Service, Vlookup, Organization &..., Highly motivated..., Flexibility, MS Excel Pivot Tables, User Acceptance Testing, Deferred Compensation, Accruals, Data Validation, Smartview
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Bentley University 1995 — 1999
BS, Finance
State Street April 2015 - Present
State Street Bank September 2012 - April 2015
Marsh Inc. July 2002 - September 2012
Skills
Property & Casualty..., Underwriting, Risk Management, Brokers, Insurance, Commercial Insurance, Casualty, Sales Management, Financial Risk, Workers Compensation, Reinsurance, Professional Liability, General Insurance, Legal Liability, Liability, Enterprise Risk...
Education
Northeastern University 2015 — 2016
Candidate for Executive MBA
Bentley University 1998 — 2002
Bachelor of Science, Economics and Finance
Alcion Ventures March 2013 - Present
Deloitte 2001 - 2013
State Street February 1997 - April 2001
Education
Bentley University 1991 — 1995
Holy cross
State Street October 1998 - Present
Grantham, Mayo, Van Otterloo LLC 1993 - 1998
Skills
Asset Managment, Investments, Wealth Management, Securities, Philanthropic planning, Relationship Management, Philanthropy, Tax, Investment Management, Equities, Asset Management, Alternative Investments, Asset Allocation, Nonprofits, Financial Services, Mutual Funds, Financial Analysis
Education
Bentley University 1983 — 1987
Bachelor's degree, Management
Bentley University 1983 — 1987
Associate of Science (AS), Accountancy
Woburn High 1980 — 1983
Diploma
Us Air Froce November 2014 - Present
Raytheon January 2014 - November 2014
Raytheon January 2012 - December 2013
Raytheon May 2011 - December 2011
Raytheon May 2009 - May 2011
Raytheon December 2007 - May 2009
State Street April 2007 - December 2007
State Street August 2003 - April 2007
State Street Bank & Trust 2003 - 2007
ibasys 2003 - 2003
Skills
Bloomberg, Financial Analysis, Access, Process Improvement, Microsoft Excel, Fund Accounting, Microsoft Office, PowerPoint, Earned Value Management, SAP, Vlookup, Financial Services, Problem Solving, Forecasting, Budgets, Financial Modeling, Financial Reporting, Equities, Analysis, Management, Variance Analysis, Managerial Finance
Education
Bentley University 2000 — 2002
BS, Finance
Bryant University 1998 — 2000
NA, Finance
U.S. Government Accountability Office July 2004 - Present
U.S. Senate Committee on Homeland Security and Governmental Affairs February 2011 - February 2012
AIRS September 1999 - September 2001
State Street June 1995 - December 1997
Education
Carnegie Mellon University 2002 — 2004
MSPPM, Public Policy - Information Security
Bentley University 1992 — 1995
State Street July 2008 - Present
Sun Life Financial February 2005 - July 2008
Sun Life Financial June 2002 - January 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Trading, Equity Trading
Education
Bentley University 1999 — 2003
BS, Finance
Ameriprise Financial September 2002 - October 2005
State Street February 2000 - February 2002
State Street August 1996 - February 2000
Education
Bentley University 1992 — 1996
Bachelor's degree
State Street January 2014 - June 2014
State Street 2002 - 2014
Church of Christ 2000 - 2002
State Street 1985 - 2000
Skills
Business Analysis, Fixed Income, Process Improvement, Analysis, Requirements Gathering, Software Documentation, Financial Services, SDLC, PL/SQL, Oracle, DB2, PL/1, COBOL, JCL, Toad, Microsoft Office, Microsoft Excel, Microsoft Word, Programming, Project Coordination, Communication, Interpersonal Skills
Education
Bentley University
Master of Science (MS), Computer Information Systems, Honors
Boston College
Bachelor of Science (BS), Business Administration / Finance, Honors
CareGroup, Inc September 2006 - Present
State Street 2005 - 2006
Meketa Investment Group 2001 - 2004
Skills
Bloomberg, Microsoft Excel, Process Improvement, Financial Analysis
Education
Bentley University 1997 — 2001
Bachelor's Degree, Finance, General
State Street Private Equity AccountantInvestors Bank & TrustMarch 2006 - December 2007
Education
Bentley University 2001 — 2005
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
State Street August 2011 - Present
KPMG August 2006 - August 2011
Education
Bentley College 2005 — 2006
MS, Accountancy
Bentley College 2001 — 2005
BS, Accounting Information Systems
Wellington Management June 2013 - Present
Brown Brothers Harriman July 2006 - June 2013
State Street November 2005 - July 2006
Skills
Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Securities, Financial Analysis, Alternative Investments, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Science (MS), Finance
Bentley University
Bachelor of Science, Finance, Information Technology
Brookline High School
State Street
Skills
Bloomberg, Fixed Income, Equities, Global Custody, Mutual Funds, Fund Accounting, Investments, Securities, Financial Services, Derivatives, Asset Management, Middle Office
Education
Bentley College 1997 — 2001
Bachelor of Science (BS), Economics/Finance
Santander Bank, N.A. April 2013 - Present
eXalt Solutions, US/India April 2011 - April 2013
Malden YMCA October 2008 - September 2011
First Investors Corporation May 2008 - October 2009
North Central MA Chamber of Commerce 2009 - 2009
State Street May 2007 - August 2007
Owego Heat Treat, Inc. September 2000 - April 2006
Skills
PeopleSoft, Product Management, Data Analysis, Forecasting, Strategic Planning, Team Building, Microsoft Excel, SQL, Process Improvement
Education
Bentley University 2004 — 2008
BS, Mathematics
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
John Hancock Life Insurance Company (U.S.A.) November 2009 - Present
State Street March 1998 - February 2009
Education
Bentley University 1980 — 1984
BA, Accounting
State Street May 2011 - Present
State Street Bank September 2003 - January 2009
State Street 1988 - 2009
State Street Bank May 1997 - April 2004
State Street Bank March 2003 - September 2003
State Street Bank April 2000 - March 2003
State Street Bank September 1992 - May 1997
State Street Bank May 1988 - September 1992
BayBank June 1984 - May 1988
Education
Bentley University 1985 — 1991
Bachelor of Science, Accounting
Mount Ida College 1982 — 1984
Associate in Business, Accounting
St. Columbkille's High School
State Street August 2013 - June 2014
Olmstead Associates June 2012 - August 2013
Olmstead Associates June 2011 - December 2012
NYLIFE July 2009 - May 2011
State Street April 2002 - February 2009
State Street May 1999 - April 2002
State Street January 1998 - March 1999
State Street January 1994 - January 1998
Skills
Business Analysis, Quality Auditing, Data Collection, Process Improvement, Data Analysis, Multi Tasking, Collaborative Problem..., Financial Services, Investments, Mutual Funds, Fixed Income, Equities, Finance, Training, Securities, Operations Management, 401k, Financial Analysis, Manage Client...
Education
Bentley University 1984 — 1988
BS, Finance
State Street July 2013 - Present
State Street February 2007 - July 2013
Skills
Risk Management, Microsoft Excel, Financial Analysis, Banking, Financial Services, Customer Service, Business Analysis, Analysis, Equities
Education
Bentley University
Bachelor's degree, Accountancy
Boston University
Master's degree, Financial Economics
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Stephen James Associates December 2012 - January 2014
Brown Brothers Harriman August 2010 - November 2012
State Street November 2006 - August 2010
Skills
Fund Accounting, Mutual Funds, Leadership, Management, Project Management, Fixed Income, Finance, Financial Services, Investments, Microsoft Office, Private Equity, Recruiting, Talent Management, Temporary Placement, Equities, Banking, Auditing, Accounting, Financial Modeling
Education
Bentley University 2002 — 2006
BA, Business Management
Lowell High School 1998 — 2002
State Street Boys Varsity Hockey CoachMarshfield High School1999 - Present
Skills
Customer Service, Mutual Funds, Equities, Leadership, Fixed Income, Research, Hedge Funds, Coaching, Team Building, Risk Management, Analysis, Bloomberg, Business Analysis, Financial Analysis, Alternative Investments, Securities, Public Speaking
Education
Bentley University 1988 — 1992
Finance
Marshfield High School
State Street August 2015 - Present
State Street August 2015 - Present
State Street February 2012 - July 2015
A-1-A Steel January 2005 - September 2012
Centinel Financial Group, LLC May 2010 - March 2011
Skills
Securities, Mutual Funds, Hedge Funds
Education
Bentley University 2005 — 2009
Bachelor's, Finance
State Street June 2013 - Present
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
PanAgora Asset Management November 2014 - Present
PanAgora Asset Management November 2008 - November 2014
State Street May 2000 - November 2008
Skills
Securities, Corporate Actions, Mutual Funds, Fixed Income, Bloomberg, Equities, Asset Management, Investment Management, Alternative Investments, Derivatives, Fund Accounting, Valuation, Risk Management, Business Analysis, Accounting, Options, Microsoft Excel
Education
Boston University 2011 — 2012
Certificate, Financial Planning
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, Finance/Taxation
Bentley University 1995 — 2000
BS, Finance
Central Catholic High School 1991 — 1995
Diploma
Kelmar Associates January 2015 - Present
State Street October 2013 - December 2014
Calloway Labs December 2009 - September 2013
Skills
Microsoft Office, Quality Assurance, Software Documentation, Validation, Data Analysis, Microsoft Excel, Technical Writing, Customer Service, Process Improvement, Analysis, Leadership, Team Building, Training, Cross-functional Team...
Education
Bentley University
State Street October 2013 - Present
Pyramid Advisors January 2012 - February 2013
Pyramid Advisors November 2004 - December 2011
Liberty Mutual Insurance 2003 - 2004
CBIZ Tofias 2001 - 2003
Deloitte & Touche 1998 - 2001
Ernst & Young 1996 - 1998
Skills
Accounting, P&L, Corporate Finance, Restructuring, Account Reconciliation, Managerial Finance, Strategic Financial..., Corporate Tax, Strategic Planning, Leadership, Fixed Assets, Customer Service, Hyperion Enterprise, Business Strategy, Cost Accounting, Forensic Accounting, Private Equity, Financial Audits, Team Building, Operations Management, Negotiation, Account Management, Process Improvement
Education
Bentley University
Bachelor of Science, Accountancy, Overall GPA: 3.72; Graduated Magna Cum Laude
KPMG LLP October 2002 - Present
KPMG US October 1996 - October 2002
State Street November 1995 - October 1996
The Shareholder Services Group April 1993 - October 1995
Blue Cross Blue Shield of Massachusetts May 1992 - April 1993
Coopers & Lybrand March 1984 - April 1992
Skills
Accounts Payable, Training, Leadership, Administrative..., Team Building, Event Management, Project Management, Proposal Writing, Accounts Receivable, QuickBooks, Management Consulting, Payroll, Invoicing, Office Management, Accounting, Bookkeeping, Spreadsheets, Outlook, Account Reconciliation, Office Administration
Education
Bentley University
Certificate, Meeting Planning
Husson University
A.B.S., Office Administration
Suffolk University
B.S., Management
Tufts Health Plan September 2015 - Present
State Street March 2014 - September 2015
Skills
Finance, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Marketing, Financial Modeling, Public Speaking, VBA, SQL
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics and Finance
State Street March 2012 - Present
State Street March 2011 - February 2012
State Street July 2006 - March 2011
Skills
Fund Accounting, Fund Administration, Corporate Actions, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Global Custody, Securities, Hedge Funds, Equities, Financial Services, Finance, Financial Analysis, Investments, Middle Office, Portfolio Management, Fund Of Funds
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Accounting
Bentley University 1998 — 2003
BS, Corporate Finance and Accounting
Law Office of Bonville & Howard December 2013 - Present
Fidelity Investments March 2010 - March 2011
State Street 2007 - 2009
Skills
Data Analysis, Financial Reporting, Microsoft Excel, Research
Education
Massachusetts School of Law 2010 — 2013
Bentley University
Connolly, LLC February 2015 - Present
State Street September 2011 - January 2015
State Street October 2008 - September 2011
State Street September 2005 - October 2008
State Street September 2003 - September 2005
Skills
Trading Systems, Risk Management, Requirements Analysis, Derivatives, Photography, Visio, Business Requirements, Databases, PL/SQL, Business Intelligence, Fixed Income, SharePoint, SDLC, SQL, Banking, SOA, Software Project..., Oracle, Business Analysis, Enterprise Architecture, Java, VBA, Microsoft SQL Server, Investments, Portfolio Management, Agile Methodologies, Unix, Software Development, Data Warehousing, Access, XML, Equities, Process Improvement, Analysis, Vendor Management, Requirements Gathering, Bloomberg, Financial Services, Real Estate, Data Analysis
Education
Bentley University
Bachelor of Science, Marketing and Minor in Management
State Street September 2014 - Present
State Street July 2007 - Present
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Fund Accounting, Derivatives, Financial Analysis, Mutual Funds, Investments, Microsoft Excel, Alternative Investments, Valuation, Securities, Asset Management, Financial Modeling
Education
Bentley University
MBA, Finance
State Street October 2012 - Present
State Street March 2010 - October 2012
NEPC June 2008 - February 2010
NETUNO Corporation June 2000 - February 2002
Skills
Bloomberg, Financial Modeling, Risk Management, SPSS, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Equities, Quantitative Analytics, Morningstar, Mutual Funds, Investments, Analytics
Education
Bentley University 2007 — 2008
MS in Quantitative Finance, Business
State Street October 2005 - Present
Skills
Attention To Detail, Problem Solving, Excel, Data Analysis, Financial Analysis, Access, Analysis
Education
Bentley University 2009 — 2013
MBA, Information Technology and Analytics
Union College 2001 — 2005
BA, Managerial Economics
Boston Financial Data Services July 2013 - Present
State Street August 1999 - July 2013
Education
Bentley University 1994 — 1998
Master of Business Administration (MBA)
Ithaca College 1987 — 1991
Bachelor's degree, Finance, General
Brookline Bancorp 2012 - Present
BNY Mellon 2011 - 2012
State Street 2007 - 2011
Investors Bank & Trust 2005 - 2007
Education
Bentley College 2003 — 2005
Bachelor of Science (BS), Marketing & Accounting
J.P. Morgan April 2013 - Present
J.P. Morgan January 2011 - April 2013
State Street July 2000 - December 2010
Education
Bentley University 2001 — 2005
Master of Business Administration (MBA), Finance, General
Wheaton College (MA) 1996 — 2000
Bachelor's degree, Economics
HWRSD October 2002 - Present
State Street August 1993 - October 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling
Education
Bentley University 1989 — 1993
Master of Business Administration (MBA), Finance, General
Tufts University 1983 — 1987
Bachelor's degree, Economics
State Street February 2015 - Present
State Street February 2013 - February 2015
Skills
Microsoft Word
Education
Bentley University 2009 — 2012
Bachelor's degree, Managerial Economics
State Street July 2005 - Present
Cavell America April 2004 - June 2005
The CCS Companies September 2001 - April 2004
Skills
SEC Financial Reporting, Financial Accounting, Editing, Microsoft Excel, Microsoft Office, Windows, SQL, Managerial Skills, Teamwork
Education
Bentley College 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Manulife Financial November 2009 - Present
State Street March 1985 - February 2009
Education
Bentley College
Bachelor of Science (BS), Accounting
State Street September 2013 - Present
Town of Belmont October 2011 - August 2013
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Accounting
WinnCompanies June 2003 - Present
State Street May 2000 - May 2003
Skills
Research, Sales, Training, Photoshop, English, Process Improvement
Education
Bentley University 1998 — 2000
Business, Management, Marketing, and Related Support Services
Bain Capital October 2006 - Present
State Street June 2004 - September 2006
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Corporate Finance and Accounting
State Street
Education
Bentley University
B.S., Finance
State Street 2003 - Present
Fidelity Investments 1994 - 2002
Liberty Financial Companies, Inc. 1990 - 1994
Education
Bentley University
Master of Business Administration (M.B.A.)
Boston College
Bachelor’s Degree, Accounting and Marketing