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
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates June 2014 - August 2015
State Street August 2012 - May 2014
TTM Technologies May 2012 - August 2012
Skills
Teamwork, Microsoft Office, Leadership, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Commercial Insurance
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (BA), Legal Studies, Economics
PricewaterhouseCoopers January 2015 - Present
University of Massachusetts Amherst September 2012 - Present
State Street August 2014 - December 2014
Boston Tennis Court Construction Company April 2012 - August 2014
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Public Speaking, English, Customer Service, Social Media, Event Planning, Tutoring, Windows, Organization, Time Management, Social Networking, Research, Leadership
Education
University of Massachusetts, Amherst 2015 — 2015
Master's Degree, Master of Science in Accounting
University of Massachusetts, Amherst 2012 — 2015
Bachelor's Degree, Isenberg School of Management - Accounting
Marshfield High School 2008 — 2012
Eze Software Group February 2015 - Present
Eze Software Group February 2013 - January 2015
State Street June 2011 - June 2013
Skills
Fund Accounting, Excel, Access, Word, PowerPoint
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (Magna Cum Laude), Finance
CFA Institute
State Street March 2007 - Present
MIT 2013 - 2015
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Economics
Office of the Comptroller of the Currency June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - Present
Par Management, LLC 2009 - Present
SFP Wealth June 2014 - August 2014
State Street October 2013 - May 2014
Merrill Lynch June 2013 - September 2013
GPS Capital Markets, Inc. May 2013 - June 2013
Roche Bros. Supermarkets October 2007 - September 2011
Skills
Microsoft Office, PPM, Insurance, Sales, Leadership, Team Leadership, Management, Budgets, Team Building, Banking, Business Analysis, Process Improvement, Project Management, Project Planning, Strategic Planning, Operations Management, Proposal Writing, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Customer Service, Time Management, Research
Education
University of Massachusetts, Amherst 2011 — 2015
Saint John's High School
State Street June 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase February 2013 - January 2014
State Street May 2012 - January 2013
KPMG US January 2008 - April 2012
Skills
Accounting, Tax, Financial Services
Education
University of Massachusetts, Amherst 2007 — 2008
Master of Science (M.S.), Accounting
Western New England College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Philadelphia 76ers June 2015 - Present
State Street August 2014 - May 2015
Providence Bruins May 2014 - August 2014
University of Massachusetts Human Resource January 2013 - May 2013
University of Massachusetts Budget Office September 2012 - December 2012
Skills
Microsoft Office, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Sales, PowerPoint, Microsoft Word
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Sport Management
McGladrey July 2015 - Present
State Street April 2014 - May 2015
University Of Massachusetts Annual Fund January 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
State Street July 2014 - Present
AMAG Pharmaceuticals April 2014 - July 2014
Prologis September 2013 - March 2014
Decision Resources May 2013 - August 2013
Alere, Inc. February 2013 - May 2013
Law Firm of Bendett & McHugh July 2011 - July 2012
Law Offices of Smith, Keefe, Moraghan & Waterfall May 2010 - August 2010
Skills
Team Building, Team Leadership, High Stress Environment, 80 wpm, Typing, Legal Research, Legal Writing, Microsoft Office, Work Independently with..., E-file, Legal Documents, Outlook, Microsoft Word, Due Diligence, PowerPoint, Microsoft Excel, Editing, Spanish, ProLaw, Filing, Lexis, Paralegals, Westlaw, Timeslips
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's degree, Legal Studies
University of Massachusetts, Amherst 2007 — 2011
Bachelor's degree of social sciences , Legal Studies, General
State Street December 2014 - Present
State Street November 2013 - December 2014
Boston Podiatry 2013 - 2013
Textbook Annex September 2011 - September 2012
The Herb Chambers Companies April 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Expression Web, PowerPoint, Event Planning, Choreography, YouTube, Multi-line Phone, Invoicing
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Resource Economics
State Street December 2014 - Present
Pegasystems June 2014 - August 2014
University of Massachusetts Amherst Library September 2012 - May 2014
Boston Harbor Cruises July 2013 - 2013
Skills
Event Management, Customer Service, Time Management, Facebook
Education
University of Massachusetts, Amherst 2012 — 2016
Operations and Information Management
Hingham High School 2009 — 2012
Slalom Consulting December 2014 - Present
Compete, Inc (Millward Brown Digital) April 2013 - December 2014
Compete, Inc. August 2011 - April 2013
State Street June 2008 - June 2010
University of Massachusetts 2007 - 2008
Skills
Unix, Unix Shell Scripting, VBA, Excel, Tableau, MySQL, Stata, HTML/XML, CSS, Python, Git, FogBugz, OpenProj, R, Microsoft Excel, Analysis, Analytics, Data Mining, Data Analysis, Quantitative Analytics, Statistics, Econometrics
Education
University of Massachusetts, Amherst 2010 — 2011
Economics
University of Massachusetts, Amherst 2004 — 2008
BA, Economics and Mathematics
Monotype May 2015 - Present
State Street September 2013 - May 2015
StonehamBank May 2013 - March 2015
McSheffrey's Mobil LLC October 2007 - August 2013
Skills
Financial Services, Banking, Investments, Customer Service, Teamwork, Microsoft Office, Sales, Leadership, Finance
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stoneham High 2007 — 2011
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
State Street May 2014 - Present
State Street February 2008 - May 2014
Option One Mortgage August 2004 - August 2007
Skills
Investment Banking, Corporate Finance, Corporate Actions, Client Relations Skills, Customer Service, Process Improvement, Data Entry, Mortgage Banking, Financial Accounting, Account Reconciliation, Banking, Bloomberg, Risk Management, Financial Analysis, Fixed Income, Equities, Securities
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Economics
State Street July 2015 - Present
State Street January 2015 - July 2015
State Street January 2013 - January 2015
NFP Thorbahn September 2011 - January 2013
State Street January 2006 - August 2011
Investors Bank & Trust August 2003 - January 2006
Skills
Accounting, Analysis, Auditing, Financial Reporting, Financial Statements, Management, GAAP, Software Documentation, Bloomberg, Investments
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Consolidated Marketing Services May 2015 - Present
Consolidated Marketing Services May 2014 - May 2015
Daily Hampshire Gazette February 2014 - May 2014
University of Massachusetts Amherst August 2013 - May 2014
State Street June 2012 - May 2014
Reading Patch December 2011 - January 2013
Skills
News Writing, Reporting & Analysis, Editing, Video Editing, Microsoft Office, Data Analysis, Sports Coaching, PowerPoint, Microsoft Word, Storytelling, Marketing, Client Development
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Sports Journalism
American Express June 2015 - Present
S&P Capital IQ May 2013 - Present
S&P Capital IQ May 2011 - April 2013
State Street October 2009 - April 2011
State Street July 2008 - October 2009
Skills
Mutual Funds, Loans, Financial Analysis, Capital Markets, Hedge Funds, Microsoft Excel, Corporate Finance, Asset Management, Marketing, Marketing Research, Marketing Strategy, Financial Services
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Finance & Marketing
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Ktd limo June 2010 - Present
State Street September 2007 - January 2009
Skills
Management, Communication, Bilingual, Hospitality
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor's degree, Hospitality Administration/Management
State Street Global Advisors March 2015 - Present
State Street February 2014 - Present
State Street Bank January 2013 - January 2014
Toplanguage October 2010 - June 2011
YellowCab Languages October 2010 - May 2011
Skills
Portuguese, Spanish-speaking, Trade Operations, Client Relations Skills, Corporate Finance, Customer Service, Data Analysis, Translation, Problem Solving, Oral & Written..., Microsoft Word, Microsoft Excel, Access, English, Time Management, Finance, Microsoft Office, Leadership, Financial Analysis, Investments
Education
University of Massachusetts, Amherst 2012 — 2013
Bachelor of Arts (BA), Portuguese Language and Literature, International Relations, 3.41/4.0 GPA
Universidade de São Paulo 2010 — 2011
International Relations and Affairs, Sociology, Translation
John Hancock Financial Services October 2013 - Present
State Street August 2013 - October 2013
University of Massachusetts Amherst September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) June 2012 - August 2012
Israel Defense Forces August 2005 - August 2008
Skills
Leadership, Training, Analysis, Budgets, Time Management, Microsoft Excel, Public Speaking, Microsoft Office, Sales, Financial Analysis, Team Leadership, Finance, Quantitative Analytics, Economic Research, Data Analysis, Economics, Econometrics, Research
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts (BA), Economics, 3.97
State Street October 2012 - Present
Columbia Management - BOA 2007 - 2010
State Street 2005 - 2007
Skills
Fund Accounting, Financial Analysis, Settlement, Bloomberg, Mutual Funds, NAV Reporting, Fixed Income, Equities, Securities, Corporate Actions, Investments, Asset Managment, MCH, Microsoft Excel, Lotus Notes, HTML, Checkfree APL, Charles River IMS
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Major: Communications; Minor(s): Economics, Information Technologies, 3.0
State Street April 2014 - Present
Market Basket May 2013 - January 2014
Market Basket September 2011 - May 2013
Mark's Mowing March 2011 - August 2012
HorganCorp Construction March 2010 - August 2012
Skills
Customer Engagement, Time Management, Organization, Leadership, Long-term Customer..., Advertising, Independence, Critical Thinking, Communication, Project Planning, Business Expansion, Social Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Marketing
State Street Bank April 2014 - Present
State Street May 2011 - April 2014
Skincare Physicians of Chestnut Hill 2008 - May 2011
Siena Hotel Spa & Casino July 2006 - January 2007
Skills
Customer Service, Medical Records, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Outlook, Event Planning, Hospitality, Teamwork, Medical Terminology
Education
University of Massachusetts, Amherst 2001 — 2006
Bachelor, Hotel Management
ConsumerMedical 2005 - Present
State Street 1997 - 2003
Go Ahead Tours 1993 - 1996
Skills
Microsoft Office, Leadership, Technology, Data Analysis, IT Management, Account Management, Troubleshooting, Security, Business Analysis, Customer Service, Vendor Management, Consulting, Testing, Team Leadership, Strategy, Software Project..., Training, Web Project Management, Information Security
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
University of Massachusetts, Amherst
American Realty Capital November 2014 - Present
CYS Investments, Inc. April 2007 - May 2014
MFS Investment Management April 2005 - April 2007
State Street 2000 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Strategic Financial..., Budgets, General Ledger, Cash Flow, Managerial Finance, Variance Analysis, Finance
Education
University of Massachusetts, Amherst 2007 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (BA), Accounting
Jean Mayer USDA Human Nutrition Research Center on Aging at Tufts University December 2012 - Present
Children's Hospital Boston November 2010 - December 2012
Beth Israel Deaconess Medical Center October 2008 - October 2010
Beth Israel Deaconess Medical Center July 2005 - September 2008
Beth Israel Deaconess Medical Center July 2004 - July 2005
State Street November 2003 - July 2004
State Street March 2003 - November 2003
State Street December 2001 - March 2003
Skills
Financial Analysis, Management, PowerPoint, Finance, Budgets, Program Management, Research, Data Analysis, Analysis, Access, Financial Reporting, Microsoft Excel, Grants, Strategic Planning, Forecasting, Accounting, Nonprofits, Policy
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts, Economics
Beth Israel Deaconess Medical Center July 2015 - Present
Cambridge Health Alliance February 2014 - June 2015
Boston Children's Hospital November 2013 - February 2014
Cambridge Health Alliance June 2013 - October 2013
JPMorgan Chase December 2010 - June 2013
State Street October 2009 - December 2010
Brigham and Women's Hospital March 2007 - February 2009
Skills
Bilingual, Portuguese, Recruiting, New Hire Orientations, PeopleSoft, Sourcing, Employee Benefits, Customer Service, Training, Interviews, Leadership, Human Resources, Time Management, Onboarding, Workforce Planning, Temporary Placement, Personnel Management, Hiring, Contract Recruitment, Management, Succession Planning, Benefits Negotiation, Executive Search
Education
Western New England College 2003 — 2005
MBA, Human Resources
University of Massachusetts, Amherst 1999 — 2002
BA, Human Resources Management
Ludlow High School 1996 — 1999
HS Diploma, College Prep
Deutsche Asset Management December 2008 - Present
MFS Investment Management November 2004 - November 2008
State Street July 2001 - November 2004
Skills
Financial Analysis, Real Estate, Microsoft Excel, Financial Reporting, Fund Accounting
Education
University of Massachusetts, Amherst 1998 — 2001
BS, Economics
Ernst & Young January 2012 - Present
Brown Brothers Harriman August 2006 - January 2012
Investors Bank & Trust April 2006 - August 2006
Investors Bank & Trust April 2005 - April 2006
State Street February 2004 - April 2005
Skills
Financial Reporting, Accounting, Tax, Internal Controls, US GAAP, Internal Audit, Auditing, SEC filings, PowerPoint, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Microsoft Word, Banking, Private Equity
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
North Quincy High School 1995 — 1999
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - February 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
State Street June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Corporate Finance, Fund Administration, Fund Accounting, Valuation, Accounting, Economics, Financial Accounting, Auditing, Financial Reporting, Mutual Funds
Education
Suffolk University 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Marcum LLP January 2015 - March 2015
State Street August 2014 - December 2014
GZA GeoEnvironmental, Inc. June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Teamwork, Research, Public Speaking, Time Management, Financial Reporting, English, Microsoft Office, PowerPoint
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Seaport Realty Group June 2015 - Present
Raso's Bar and Grille November 2007 - Present
State Street February 2015 - May 2015
Google Express June 2014 - December 2014
UMass Fine Arts Center September 2011 - November 2013
Tia's Boston June 2013 - September 2013
Skills
MS Office, (excel,..., Customer Service, Customer Satisfaction, Communication, Multi Tasking, Team Leadership, People Skills, Teamwork, Training, Time Management, Data Entry, Microsoft Word, Microsoft Office, Critical Thinking, PowerPoint, Sales, Retail, Team Building, Inventory Management, Security
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
Medford High School 2006 — 2010
High School Diploma
State Street August 2014 - February 2015
Pearson - Assessment & Instruction June 2014 - July 2014
Dube & Hazelwood, P.C. February 2014 - March 2014
Thirty-One Main Restaurant January 2007 - January 2012
Sweet Sorcery Cakes March 2005 - January 2007
Ingle Construction, General Contracting June 1998 - March 2005
Skills
Restaurant Management, QuickBooks, Food Safety, Bookkeeping, Chef, Food Cost Analysis, Menu Development, Catering, Marketing Strategy, Customer Service, Budget, Baking, ServSafe, Wine, Fine Dining, Banquets, Budgets, Restaurants, Event Planning, Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2015
Master of Science (M.S.), Accounting, 3.9
Fitchburg State University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Economics, 3.89
State Street June 2015 - Present
State Street December 2013 - May 2015
Consortium on Gender, Security, and Human Rights January 2011 - June 2011
FastCap Systems November 2010 - January 2011
Skills
Microsoft Office, Public Speaking, International Relations, Politics, Microsoft Excel, Research, PowerPoint, Teamwork, Social Media, English, Microsoft Word, Political Campaigns, Political Science, Event Planning, Data Analysis, Economics, Time Management, Finance, Analysis, Visual Basic, Ruby, SQL, Python
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Political Science and Economics, Mathematics Minor
Fidelity Capital Markets August 2013 - Present
State Street Global Markets May 2011 - August 2013
State Street June 2010 - May 2011
State Street December 2008 - June 2010
Education
University of Massachusetts, Amherst 2004 — 2008
State Street June 2015 - Present
University of Massachusetts Amherst April 2015 - June 2015
24 Seven Inc. April 2014 - August 2014
City of Malden June 2012 - August 2013
Malden Exchange Center June 2009 - August 2011
Skills
Research, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, JavaScript, Sony Vegas Video, Adobe Creative Suite, Leadership, Social Networking, Event Planning, Facebook
Education
University of Massachusetts, Amherst 2012 — 2016
Mathematics
Malden High School 2008 — 2012
High School Diploma
JPMorgan Chase & Co. June 2015 - Present
Brown Brothers Harriman 2012 - June 2015
Brown Brothers Harriman 2005 - 2012
State Street 2004 - 2005
Skills
Fund Accounting, Bloomberg, Hedge Funds, Financial Analysis, Finance, Securities, Investments, Derivatives, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Internal Controls, Mutual Funds, Auditing, Fixed Income, Equities, Banking, Financial Services, Microsoft Excel, Operations Management
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor's Degree, Economics
Dunkin' Brands March 2014 - Present
Rockland Trust Company January 2011 - March 2014
Rockland Trust Company February 2006 - January 2011
State Street 2006 - 2007
Skills
Training, Time Management, Workshop Facilitation, Organizational..., Learning Management..., Banking, Human Resources, Microsoft Excel, Performance Management, Onboarding, Succession Planning, Customer Service, Analysis, Leadership Development
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelors of Science, Resource Economics
State Street November 2014 - Present
Bertucci's July 2013 - September 2014
Bertucci's April 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Leadership, Analysis, Written Communication, Oral Communication, Team Building, Team Leadership, Teamwork, Teaching, Mathematics, Calculus, Hospitality, Hospitality Industry, Restaurants, Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Time Management, Tenacious Work Ethic, Sales, Food Service Operations, Finance, Corporate Finance, Financial Analysis, Qualitative Research, Investments, Investment Banking, Global Custody, Financial Risk
Education
University of Massachusetts, Amherst 2008 — 2014
Bachelor's Degree, Accounting and Finance, 3.3 GPA
The Baupost Group March 2015 - Present
State Street June 2012 - Present
State Street June 2013 - March 2015
University of Massachusetts Amherst July 2011 - August 2011
7-Eleven June 2007 - September 2010
Skills
Time Management, Microsoft Excel, PowerPoint
Education
University of Massachusetts, Amherst 2009 — 2013
Isenberg School of Management
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst
Epsilon June 2015 - August 2015
'stache media January 2015 - May 2015
State Street April 2014 - November 2014
University of Massachusetts Amherst September 2013 - January 2014
Branch Brook Co LLC Namcopool April 2011 - September 2013
University of Massachusetts Amherst August 2012 - November 2012
Dunkin' Donuts National DCP, LLC March 2010 - October 2010
Skills
Time Management, Microsoft Word, Teamwork, PowerPoint, Customer Service, Sports, Statistics, Marketing, Microsoft Office, Enthusiasm to learn, Social Media, Social Media Marketing, Sales, Retail, Merchandising, Telephone Skills, Cashiering, Java, Facebook, Data Entry, Social Networking, Cash Register, Microsoft Excel, Leadership, Communication, Research, Data Analysis, Customer Satisfaction, Advertising, Critical Thinking, Information Technology
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (BS), Consumer Psychology
Lunenburg High School 2008 — 2012
JPMorgan Chase & Co. July 2015 - Present
State Street September 2013 - Present
State Street Corporation March 2012 - September 2013
State Street Corporation May 2011 - March 2012
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
University of Massachusetts
Bachelor of Arts, Communications
State Street January 2013 - Present
McGladrey June 2014 - August 2014
Macy's June 2013 - December 2013
Eagle Insurance Group, LLC June 2012 - January 2013
Skills
Computer Proficiency, Microsoft Suites, SAP, Team Leadership, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Operations and Information Management
Interactive Data March 2013 - Present
State Street Bank May 2012 - March 2013
State Street May 2011 - May 2012
State Street February 2008 - May 2011
State Street April 2004 - February 2008
Education
Bentley University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1999 — 2003
Bachelors of Science, Economics, Politcal Science
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
State Street July 2014 - Present
UMass Ski & Board Club April 2012 - May 2014
Red Bull February 2012 - May 2014
Skills
Internal Audit, Management, Brand Management, Marketing, Social Media Marketing, Marketing Strategy, Event Planning, Event Management, Marketing Management, Marketing Communications, Market Research, Sponsorship, Sports Marketing, Social Media, Marketing Research, Market Planning, Facebook, Brand Awareness, Social Networking, Public Relations, Advertising, Digital Marketing
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boston College High School 2006 — 2010
Natixis Global Asset Management March 2011 - Present
Natixis Global Asset Management October 2006 - March 2011
State Street August 2004 - August 2006
Skills
Team Leadership, Marketing Communications, Marketing, Public Relations, Project Management, Affiliate Relations, Social Media Marketing, Social Media, Corporate Communications, Marketing Strategy, Series 7, Digital Marketing, Internal Communications, Press Releases, Mutual Funds, Asset Management, Investments, Financial Services
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (BA), Economics
State Street 2013 - Present
State Street 2010 - 2013
State Street 2006 - 2010
Skills
Fixed Income, ETFs, Equities, Auditing, Bloomberg, SOX Compliancy, Fund Accounting, Financial Services, SOC 1, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor's degree, Communication, General
State Street July 2014 - Present
TD Bank Garden November 2008 - August 2014
State street global Advisors June 2010 - July 2014
Skills
Investments, Equities, Event Management, Microsoft Excel, Business Development, Asset Management, Microsoft Office, Management, Mutual Funds, Financial Services, Relationship Management, Financial Analysis, PowerPoint
Education
University of Massachusetts, Amherst
B.S., Management
John Hancock 2010 - Present
Boston University School of Management 2005 - March 2010
Right Management Consultants 2001 - 2005
State Street 1999 - 2001
Education
University of Massachusetts, Amherst 1995 — 1999
Sharon High School 1991 — 1995
The Hartford May 2014 - Present
State Street February 2013 - May 2014
The Golf Club of Avon May 2012 - August 2012
YMCA of Greater Hartford June 2011 - August 2011
Mandell Jewish Community Center June 2010 - August 2010
Skills
Microsoft Office, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Social Networking, Leadership, Event Management, OS X, Editing, Organization, Marketing, Time Management, Teamwork, Outlook
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration, Bachelor of Science, Management, Hospitality and Tourism Management, Junior
William H. Hall High School 2006 — 2010
Brown Brothers Harriman March 2015 - Present
State Street September 2012 - March 2015
State Street October 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, Customer Service, PowerPoint, Management, Custody, Access, Team Building, Team Leadership, Teamwork, Teaching, Training, Bloomberg, Equities, Derivatives, Financial Reporting, Financial Services, Corporate Actions, Securities
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Arts (B.A.), Philosophy, 3.6 out of 4.0
State Street August 2015 - Present
RTT Realty September 2014 - December 2014
Bank of America May 2013 - December 2013
Skills
SAP ERP, Microsoft Office, Bloomberg, Financial Analysis, Teamwork, Social Media, Customer Service, Public Speaking
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master's Degree, Finance, General
University of Massachusetts, Amherst 2009 — 2013
Bachelor's Degree, Economics
State Street September 2014 - Present
State Street October 2012 - August 2014
Maggiore's Sales and Marketing, Inc. June 2011 - August 2012
Pirate Brands June 2010 - August 2010
Education
University of Massachusetts, Amherst 2009 — 2012
Bachelor's Degree, Economics
Westfield State College 2008 — 2009
Economics
Aspen Square Management February 2014 - Present
State Street June 2012 - January 2014
Winchester Country Club June 2011 - September 2011
Skills
Microsoft Excel, Bloomberg, Financial Analysis, Access, Accounting, Valuation, Financial Reporting, Securities, Research, Microsoft Office, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Stark Draper Laboratory 2010 - Present
State Street March 2008 - December 2009
Skills
Customer Service, Marketing, Contract Negotiation, Management, Microsoft Office, Microsoft Excel, Analysis, Leadership, Mutual Funds, Outlook, Process Improvement, Program Management, Risk Management, Sales, Strategic Planning, Financial Analysis, Financial Services
Education
University of Massachusetts, Amherst
Consumer Economics, Merchandising
Fidelity Investments August 2015 - Present
Currently Available (March 2015) March 2015 - Present
Delaware Life (Sun Life sale to Guggenheim Partners) May 2014 - February 2015
Gurnet Consulting December 2013 - February 2014
State Street June 2011 - May 2013
Harvard University August 2010 - November 2010
Fidelity Investments August 2006 - November 2008
Sungard Securities Processing August 2005 - August 2006
FMR Co April 2001 - August 2005
Politzer & Haney 2000 - 2001
Skills
Business Analysis, Software Development, Re-engineering, Securities, Process Engineering, Change Management, Workflow Analysis, Process Improvement, MS Project, Risk Management, Team Leadership, Project Portfolio..., SDLC, Vendor Management, Management Consulting, Project Planning, Team Building, IT Management, Analysis, Software Project..., Visio, Cross-functional Team..., Requirements Analysis, Project Implementation, Problem Solving, Integration, Business Strategy, SharePoint, Compliance, Business Management, Program Management, Access Database, Excel Pivot, End-to-End Project..., Program Delivery..., Resource Coordination, Financial Data, Financial Calculations, Strategic Consulting, Risk Assessment, Brokerage, Investment Brokerage, IT Audit, IT Risk Management, IT Security Assessments, Vendor Management..., Vendor Management Skills, IT Project & Program..., IT Project..., Technical Project...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MSF, Finance
University of Massachusetts, Amherst 1979 — 1982
BBA, Finance, Graduated 5th in class
Newton South High School 1976 — 1979
Graduated, General Studies
Independent Consultant April 2014 - Present
Geode Capital Management September 2011 - April 2014
Deutsche Asset Management June 2008 - September 2011
Northern Trust Global Investments February 2005 - June 2007
State Street May 1987 - February 2005
Skills
Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment, Investment Management, Investment Strategies, Investments, Trading, ETFs, Investment Advisory, Equity Derivatives, Emerging Markets, Risk Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives
Education
University of Massachusetts, Amherst 1981 — 1986
Mathematics
University of Massachusetts, Amherst
BS in Applied Mathematics
CarGurus March 2015 - Present
Monster December 2012 - March 2015
Citrix Online July 2011 - November 2012
Monster Worldwide October 2005 - July 2011
State Street July 2004 - October 2005
UMass Amherst Women's Club Hockey October 2001 - April 2004
Skills
Customer Service, Applicant Tracking..., Audio Conferencing, Reliability, Sales, Solution Sales, Forecasting, C-Level Sales, Solution Selling, Recruiting, Training, Leadership, Customer Retention, Sales Management, Marketing Strategy, Cold Calling, Salesforce.com, Account Management, Management, Lead Generation
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Economics
State Street 2014 - Present
Skills
Social Networking, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Asset Management
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
State Street November 2014 - Present
Fluent Grp September 2013 - May 2014
Asian Cinevision June 2013 - August 2013
Lambda Phi Epsilon May 2012 - May 2013
Center for Martial Arts & Fitness May 2011 - February 2013
US Taekwondo Center September 2008 - May 2010
Skills
Facebook, Marketing, Training, Time Management, Social Networking, Social Media Marketing, WordPress, Adolescents, Google Analytics, Event Management, Blogging, Microsoft Office, Microsoft Excel, Data Analysis, Trend Analysis
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Economics & Public Health
Ludlow Senior High 2007 — 2010
Liberty Mutual Insurance June 2015 - Present
State Street April 2014 - May 2015
Randall's Farm and Greenhouse August 2009 - August 2013
Skills
Finance, Critical Thinking, Psychology, Economics, Microsoft Office, Intellectually Curious, Interpretation, Time Management, Employee Training, Analysis, Financial Analysis, Data Entry, Custodial Services, Customer Satisfaction, Resource Management, Leadership
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Resource Economics
IBM Tivoli Software Group - MAXIMO October 2006 - Present
MRO Software April 1997 - October 2006
State Street 1987 - 1997
Skills
Agile Methodologies, Business Analysis, Enterprise Software, Maximo, Quality Assurance, Requirements Analysis, SQL, SaaS, Testing
Education
University of Massachusetts, Amherst 1982 — 1987
State Street June 2013 - Present
JPMorgan Chase & Co. December 2009 - June 2013
TD Bank October 2007 - December 2009
Education
University of Massachusetts, Amherst 2001 — 2004
State Street 2014 - Present
State Street January 2008 - 2010
State Street 2007 - 2009
State Street 2006 - 2008
Skills
Mutual Funds, Financial Services, Securities, Equities, Back Office, Fixed Income, Corporate Actions, Investments, Bloomberg, Asset Management, Derivatives
Education
University of Massachusetts, Amherst 1990 — 1994
State Street July 2007 - Present
Investors Bank & Trust 1998 - June 2007
Education
University of Massachusetts, Amherst 1993 — 1997
State Street May 2014 - Present
State Street March 2013 - May 2014
State Street Corporation March 2011 - March 2013
State Street Bank April 2008 - March 2011
Skills
Global Custody, Securities, Outsourcing, Finance, Management, Wealth Management, Fixed Income, Financial Analysis, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2006
State Street April 2011 - Present
Howard Fischer Associates June 2010 - March 2011
LPL Financial Services 2008 - 2009
Filene's Basement 2002 - 2008
Education
University of Massachusetts, Amherst 1998 — 2002
Marblehead High School
American Century Investments 2002 - December 2012
MSCI Barra 2000 - 2002
State Street 1996 - 2000
Barra 1992 - 1996
Skills
Portfolio Management, Product Management, Investments, Management, Analytics, Asset Allocation, Market Analysis, Investment Strategies, Venture Capital, Fixed Income, Product Development, Equities, Mutual Funds, Business Development, Risk Management, Financial Services, Alternative Investments, Investment Management, Hedge Funds, Financial Risk, Contract Negotiation, Asset Management
Education
Berkeley Digital Film Institute
University of Massachusetts, Amherst
State Street 1988 - Present
Education
University of Massachusetts, Amherst 1984 — 1988
State Street October 1997 - Present
Skills
Securities, Mutual Funds, Corporate Actions, Fixed Income, Equities
Education
University of Massachusetts, Amherst
Hanover Public Schools September 2014 - Present
PTC October 2010 - September 2014
PTC July 2008 - September 2010
PTC October 2006 - June 2008
State Street Bank October 2004 - October 2006
State Street August 2003 - October 2004
State Street March 2002 - August 2003
Skills
Sales Management, Enterprise Software, Channel, Sales Presentations, Salesforce.com, Operations Management, Channel Sales, Channel Partners, Channel Strategy, Professional Services, Sales Process, Cross-functional Team..., Management, Sales
Education
University of Massachusetts, Amherst 1997 — 2001
Marketing, Management
State Street August 2014 - Present
State Street August 2013 - August 2014
State Street April 2012 - August 2013
State Street August 2011 - April 2012
Shiseido August 2009 - April 2012
PAUL LUCIANO'S LAW FIRM April 2005 - August 2006
Skills
Internal Audit, Financial Statements, Accounts Payable, Account Reconciliation, Payments, Financial Analysis, Finance, Accounting, Accounts Receivable, Due Diligence, General Ledger, Budgets, Expenses, Process Improvement, Policy, Tax Preparation, Cash Flow, Financial Accounting
Education
University of Massachusetts, Amherst 2009 — 2010
MASTER OF SCIENCE, ACCOUNTING
University of Massachusetts, Amherst 2005 — 2009
BACHELOR, BUSINESS ADMINISTRATION
State Street March 2015 - Present
U.S. Bancorp 2006 - Present
Skills
Risk Management, Financial Risk, Banking, Internal Audit, Financial Services, Enterprise Risk..., Fixed Income, Credit, AML, Mutual Funds, Financial Analysis, Structured Finance, Wealth Management, Operational Risk..., Capital Markets, Finance, Operational Risk, Compliance, Asset Management, Bonds, Regulatory Reporting, Problem Solving, Securitization, Series 7, Asset Managment, KYC, Investment Management, Project Management, Audit, Risk Mitigation, Dodd-Frank, RCSA, SOX 404, SSAE 16, Auditing, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Securities, Process Improvement, Analysis
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelors, Business Economics
KBerri Designs July 2012 - Present
SS&C Technologies April 2011 - Present
SS&C Technologies December 2007 - April 2011
State Street June 2006 - November 2007
State Street August 2000 - June 2006
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Accounting, General Ledger, Financial Statements, Equities, GAAP, Internal Controls, Financial Services, Alternative Investments, Mutual Funds, Portfolio Management, Variance Analysis, Accruals, Microsoft Excel, Fund Accounting, Finance, Process Improvement, Risk Management, Customer Service, Business Analysis
Education
University of Massachusetts, Amherst 2014 — 2017
Bachelor's degree
Goodwin College 2011 — 2014
Associate of Science (A.S.)
Stone Harbor Investment Partners August 2012 - Present
State Street Bank and Trust August 2007 - August 2012
State Street July 2006 - August 2007
Skills
Investments, Mutual Funds, Account Reconciliation, Financial Services, Management, Bloomberg, Fixed Income, Equities, Securities, Asset Management, Derivatives
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelors of Science, Resource Economics
Holliston High School 1998 — 2002
Citisoft April 2012 - Present
Beacon Consulting Group April 2008 - March 2012
IBM Global Business Services 2006 - 2008
Brown Brothers Harriman 2004 - 2006
State Street 2002 - 2004
Skills
Asset Managment, Mutual Funds, Back Office, Financial Services, Equities, Business Analysis, Asset Management, Bloomberg, Corporate Actions, Derivatives, Fixed Income, Hedge Funds, Investments, Middle Office, Risk Management, SDLC, Securities
Education
University of Massachusetts, Amherst 1998 — 2002
Investments and Securities
State Street January 2015 - Present
Proskauer Rose LLP April 2013 - December 2014
Federal Reserve Bank of Boston July 2012 - April 2013
Proskauer Rose LLP July 2007 - July 2012
Tedeschi Realty Corporation March 2001 - July 2007
Schlossberg & McLaughlin February 1999 - March 2001
Skills
Legal Research
Education
University of Massachusetts, Amherst 1990 — 1993
Journalism
Granite Telecommunications July 2009 - Present
JP Morgan Chase February 2008 - August 2008
State Street September 2005 - August 2006
Skills
Data Analysis, Financial Analysis, Financial Reporting, Revenue Assurance, Analytical Skills, Communication Skills, Data Warehousing, Auditing, Interviewing Skills, Dispute Resolution, Cost Reporting, Access, Analysis, Finance, Software Documentation, Telephony, Microsoft Excel, Process Improvement, Sales, Salesforce.com, Management, Customer Service
Education
University of South Florida - College of Business Administration 2004 — 2007
Bachelor's degree, Accounting and Finance
University of Massachusetts, Amherst 2002 — 2004
Accounting
Wellington Management January 2015 - Present
J.P. Morgan April 2013 - January 2015
J.P. Morgan April 2010 - April 2013
J.P. Morgan April 2008 - April 2010
J.P. Morgan May 2007 - April 2008
J.P. Morgan September 2006 - May 2007
State Street September 2005 - September 2006
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 2001 — 2005
Hospitality and Tourism Management
State Street 1990 - June 2015
Skills
Equities, Investments, Portfolio Management, Securities
Education
University of Massachusetts, Amherst 1986 — 1990
Undergrad, Economics
State Street October 2014 - Present
Citizens Financial Group, Inc July 2005 - October 2014
RBS Citizens Financial Group August 2001 - July 2005
Skills
Treasury Management, Liquidity Management, Treasury, Financial Markets, Money Market, Trading, Banking, Interest Rate Risk..., Funding, ALM, Forecasting, Teamwork, Corporate Finance, Business Analysis, Leadership, Bloomberg, Finance, Stress Testing, Team Building, Business Strategy, Financial Analysis, Liquidity Analysis, Balance Sheet, Secured Financing, Unsecured Loans, Federal Reserve, Certificates of Deposit, Liability Analysis, Project Management, Communication Skills, Rates, FHLB, MBA, Economics, Economic Research, Budget, Capital Markets, Microsoft Excel, PowerPoint, Essbase, ODBC, Pro Tools, LCR, Microsoft Word, Repurchase Agreements, Fed Funds, Analysis, Financial Modeling, Cost Accounting, Basel II
Education
Bryant University 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2001
Economics
State Street December 2011 - Present
State Street May 2010 - December 2011
State Street June 2007 - May 2010
Skills
Hyperion Essbase, Financial Analysis, Financial Reporting, Corporate Finance, Oracle Applications, Microsoft Excel, Khalix, Account Reconciliation, Essbase, Finance
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 4.0
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Resource Economics
State Street January 2014 - Present
State Street May 2006 - Present
State Street January 2012 - December 2013
Skills
Financial Analysis, Derivative accounting..., VBA Programming, Fund Accounting, Marketing Strategy, Entrepreneurship
Education
University of Massachusetts, Amherst 1995 — 1999
BA, History
Graduate coursework completed at Harvard University Extension School
Business communication and negotiation, accounting, and Museum Studies.
Portolan Capital Management December 2004 - Present
Citi November 2002 - November 2004
Morgan Stanley March 2000 - November 2001
Lehman Brothers June 1998 - March 2000
State Street June 1997 - June 1998
Skills
Equities, Investment Management, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Series 63, Investments, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Wealth Management, Private Equity, Equity Research, Investment Banking, Strategic Financial..., Financial Modeling, Trading, Asset Management, Bloomberg, Equity Valuation
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor's Degree, Political Science and Government
Wellington Management August 2014 - Present
JPMorgan Chase July 2013 - August 2014
State Street October 2010 - July 2013
Skills
Bloomberg, Financial Analysis, Business Analysis, Access, Accounting, Analysis, Risk Management, Financial Services, Financial Reporting, Banking, Microsoft Excel, Process Improvement
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
Acadian Asset Management January 2014 - Present
Eaton Vance September 2012 - January 2014
State Street July 2011 - September 2012
State Street October 2008 - July 2011
Camp Wilton June 2004 - August 2007
Skills
Funding, Fixed Income, Equities, Mutual Funds, Securities, Bonds, Bloomberg, Excel, PowerPoint, Word, Access, Financial Reporting, Outlook, Spreadsheets, Microsoft Office
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Boston Financial Data Services October 2012 - Present
General Dynamics Information Technology July 2011 - October 2012
General Dynamics Information Technology June 2008 - July 2011
State Street August 2007 - June 2008
State Street July 2006 - August 2007
Skills
Financial Analysis, Government Contracting, Essbase, Risk Management, Hyperion Enterprise, Financial Modeling, Financial Reporting, Costpoint, Microsoft Excel, Access, Hyperion Planning, Business Analysis, Forecasting, Microsoft Office, Project Management
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Schroders July 2013 - Present
AllianceBernstein November 2012 - April 2013
AllianceBernstein November 2010 - November 2012
State Street June 2006 - October 2010
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Economics
Orange Lake Resorts March 2012 - Present
The Galleon Resort & Marina December 2010 - February 2012
J.P. Morgan September 2007 - November 2008
State Street February 2001 - June 2002
Skills
Management, Analysis, Inventory Management, Financial Reporting, Auditing, Administration, Microsoft Excel, QuickBooks, Hotels, PowerPoint, Internal Audit, Microsoft Office, Microsoft Word, Analytics, Access, Financial Accounting, Revenue Analysis, Crystal Reports, Business Objects
Education
University of Massachusetts @ Amherst 1987 — 1991
Bachelor of Arts (BA), Economics
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Economics
State Street October 2012 - Present
State Street January 2011 - October 2012
US Census Bureau March 2010 - May 2010
Accountemps November 2009 - March 2010
VOLUNTEER INCOME TAX ASSISTANCE (VITA) February 2008 - April 2008
Skills
CPA, Accounting, Ms Excel, VBA, General Ledger, Oracle General Ledger, Oracle Applications, Fund Accounting, HFM
Education
University of Massachusetts, Amherst 2007 — 2010
Master's degree, Accounting
University of Massachusetts, Amherst 2007 — 2008
Bachelor's degree, Accounting
State Street April 2013 - Present
State Street April 2011 - Present
State Street June 2007 - March 2011
Northwestern Mutual August 2006 - April 2007
Skills
Operations, Income, Fund Accounting, Securities, Economics, Trading, Mutual Funds, Direct Sales, Microsoft Office, Multitasker, Attention To Detail, Insurance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics
AEW Capital Management April 2015 - Present
State Street July 2014 - April 2015
State Street Bank January 2013 - July 2014
dg Associates August 2008 - May 2010
Skills
Strategy, Market Research, Accounting, Training, Portfolio Management, Customer Service, Microsoft Excel, MS Excel Pivot Tables, VBA
Education
University of Massachusetts, Amherst 2008 — 2012
SBS, Major Economics
St. John's High School 2004 — 2008
Wells Fargo Capital Finance March 2013 - Present
Wells Fargo Capital Finance January 2011 - Present
State Street June 2008 - December 2010
Skills
Fund Accounting, Fund Administration, Global Custody, Corporate Actions, Bloomberg, Bloomberg Terminal, Middle Office, Fixed Income, Settlement, Securities, Underwriting, Credit Analysis, Trend Analysis, ABL, Credit Reporting, Financial Reporting, Collateral, Presentations, Compliance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Science (BS), Finance, General
State Street May 2012 - August 2012
State Street May 2011 - August 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Mechanical Engineering
Winchester High School
State Street November 2013 - Present
State Street Bank August 2011 - November 2013
State Street December 2008 - August 2011
University of Massachusetts Amherst October 2004 - May 2008
Business Solutions International June 2007 - July 2007
Promosynthesis October 2004 - January 2007
State Street July 2003 - January 2007
Skills
Financial Accounting, Mutual Funds, Fund Accounting, Fund Of Funds, Capital Gains Tax, Financial Reporting, Fixed Income, Cash Management, Dividends, Microsoft Excel, Account Oversight, Microsoft Word, Equities, Income Distribution
Education
University of Massachusetts, Amherst 2004 — 2008
Psychology, Economics
Wheelock College March 2008 - Present
State Street 2006 - 2008
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
State Street Corporation December 2013 - Present
State Street July 2013 - December 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investments, Finance, Valuation, Data Analysis, Financial Reporting, Risk Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Fidelity Investments, State Street Corporation, Lucent Technologies, and Nextel Communications October 1996 - December 2011
State Street 2008 - 2009
Skills
Microsoft Office Suite, Lotus Notes, Meeting Planning, Travel Management, Expense Management, Trade Show Management, Start-up Environments, Financial Services, Office Management, Facilities Planning, Project Coordination, Visas, Onboarding, Proactivity, Conference Coordination
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
State Street June 2012 - Present
Education
University of Massachusetts Amherst 2010 — 2014
State Street July 2014 - Present
State Street Global Operations (www.statestreet.com/) October 2013 - May 2014
Grandex Inc 2013 - 2013
Stop & Shop 2010 - 2013
University of Massachusetts 2011 - 2012
Skills
Computer Software..., Time Management, Risk Management, Risk Assessment, Customer Service, Organization, Graphic Design, Creative Writing, Acting, Skateboarding, Web Design, Accounting, Facebook, Microsoft Excel
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor's Degree, Legal Studies, General;
State Street July 2013 - Present
Bank of America January 2008 - July 2013
State Street Corporation September 2007 - January 2008
State Street Corporation April 2006 - August 2007
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Arts, Mathematics and Economics
Moody's Corporation August 2013 - Present
JPMorgan Chase January 2010 - July 2013
State Street October 2008 - September 2009
BNY Mellon September 2006 - September 2008
Skills
Portfolio Management, Securities, AML, Banking, Equities, Capital Markets, Hedge Funds, Mutual Funds, Financial Risk, Risk Management, Derivatives, Fixed Income, Financial Services, Series 7, Investments
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
Prudential Financial January 2014 - Present
State Street February 2013 - December 2013
Skills
Microsoft Excel, GGY Axis, Financial Analysis, Financial Modeling, Derivatives, Statistics, Probability
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (B.S.), Mathematics
State Street May 2015 - Present
State Street August 2014 - May 2015
State Street June 2014 - August 2014
Massachusetts Hospital School June 2011 - August 2013
Vargas & Vargas Insurance June 2010 - December 2012
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Securities, Data Entry, Microsoft Word, Teamwork, Time Management, Analysis, Financial Analysis, Access, Outlook, Information Security, Information Technology, Social Media, Computer Proficiency, Bloomberg, Financial Modeling, Organization
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics, Information Technology
Marshfield High School 2006 — 2010
General Education