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
State Street April 2015 - Present
Scotiabank June 2011 - April 2015
Messier-Bugatti-Dowty 2006 - 2010
Messier-Bugatti-Dowty 2005 - 2005
Skills
Analysis, Customer Service, Derivatives, Management, Microsoft Office, Project Management, Training, Banking, Business Analysis, Change Management, Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Time Management, Investments, Lean Manufacturing
Education
University of Ontario Institute of Technology 2005 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Fedway Associates October 2012 - Present
TY KU August 2011 - October 2012
Dawg Pizza 2009 - 2011
State Street June 2010 - August 2010
Skills
Golf, Film Production, Film Editing, Brand Development, Alcoholic Beverages, Brand Management, Event Management, Wine
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BA, Finance
Ridge High School 2003 — 2007
Society of Grownups July 2015 - Present
EMPOWER Retirement June 2011 - June 2015
State Street November 2009 - June 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS in Business Administration, Finance and International Business & Economics
Bank of New Hampshire February 2012 - Present
Central New Hampshire VNA & Hospice October 2012 - Present
Community College System of New Hampshire (CCSNH) January 2012 - January 2013
demandDrive February 2011 - February 2012
State Street December 2009 - January 2011
State Street August 2008 - December 2009
University of New Hampshire September 2006 - January 2007
Skills
Financial Analysis, Accounting, Banking, Training, Management, Credit, Loans, Fixed Income, Leadership Development, Risk Management, Mutual Funds, New Business Development, Finance, Leadership, Strategic Planning, Customer Service, Portfolio Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2008
Master of Business Administration (M.B.A.)
University of New Hampshire 2003 — 2007
BS, Economics
Leadership Lakes Region 2013 — 2014
Northern New England School of Banking
Banking
NE School for Financial Studies- Babson 2015 — 2016
NAPLIA November 2006 - Present
State Street September 1984 - March 2004
Skills
Underwriting, Professional Liability, Insurance, Risk Management, Employee Benefits
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS), Administration
Freelance Consultant September 2014 - Present
Sony Pictures Entertainment December 2013 - September 2014
The Walt Disney Studios December 2010 - December 2013
Paramount Pictures May 2008 - October 2010
20th Century Fox December 2007 - April 2008
State Street February 2006 - August 2007
Thomson Reuters May 2004 - August 2004
Skills
Analytics, Forecasting, Data Analysis, Financial Analysis, Budgets, Marketing Analytics, Microsoft Excel, Microsoft Office, Marketing, Finance, Sales Analysis, Retail Sales Analysis, Reporting & Analysis, Demographic Analysis, Trend Analysis, Profit Analysis, Demographic Profiling, Nielsen Data, Pivot Tables, Product Assortment..., Assortment Optimization, Ad Hoc Reporting, Product Management, Digital Strategy, SAP Business Objects, Business Intelligence, Market Research, Strategic Marketing..., Competitive Intelligence, Digital Marketing, Digital Media, Business Process..., Consumer Behaviour, Marketing Strategy, International Marketing, Data Mining, Data Modeling, Databases, Business Strategy, Business Development, Location Intelligence, Market Intelligence, Business Intelligence..., International Business..., International Market..., Quantative Analysis, Qualitative Research, Big Data Analytics, Big Data, Predictive Analytics
Education
University of North Carolina at Chapel Hill 2001 — 2005
B.A., Biology
University of North Carolina at Chapel Hill 2001 — 2005
B.A., International Studies
Billabong July 2014 - Present
University of California, Irvine Extension May 2011 - Present
University of Washington Professional & Continuing Education November 2010 - Present
Oakley August 2011 - July 2014
State Street February 2011 - August 2011
Starbucks Coffee Company June 2007 - February 2011
Project Management Institute June 2007 - February 2011
Technological Educational Institute of Piraeus June 2008 - June 2008
Dimension4 February 2006 - June 2007
Watson August 2004 - February 2006
Skills
PMP, Requirements Analysis, Budgeting, PMI, Business Requirements, Business Intelligence, Management, Program Management, Budgets, Change Management, Process Improvement, SDLC, Lean Management, Project Planning, Project Management, Project Portfolio..., Risk Management, Business Analysis, Leadership, Scrum, Strategy, PMO, Business Process..., Information Technology, Portfolio Management, Software Documentation, CRM, Cross-functional Team..., Digital Strategy, Multi-Channel Commerce, Global Sourcing, Enterprise Project..., Manage Complex Projects, Project Accounting &..., Relationship Management, Hybris, Reporting, Contract Negotiation, Customer Service, Vendor Management, Process Improvement &..., Security, Risk, &..., Certified Scrum Master..., Agile, Certified Scrum Product..., Client Development, Maintaining Strong..., Senior Executive..., Military Experience, Enterprise Software
Education
University of North Carolina at Wilmington 1995 — 1997
BS, Business Systems
University of Phoenix 2003 — 2005
MBA, Technology, Business
State Street February 2015 - Present
State Street January 2013 - February 2015
State Street March 2012 - January 2013
State Street March 2011 - March 2012
ABSCO Heating January 2010 - March 2011
Northwestern Mutual May 2008 - January 2010
Skills
Investments, Fund Accounting, Mutual Funds, Financial Analysis, Finance, Bloomberg, Fixed Income, Master Feeder Funds, Options, Swaps, Swaptions, Bonds, Derivatives, Financial Futures, Accounting, Financial Accounting, Fund Of Funds, Microsoft Excel, Outlook, Microsoft Word, Access
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science, Finance
State Street August 2015 - Present
Waltham Services 2012 - 2013
Massachusetts Youth Soccer 2004 - 2013
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Marketing, Market Research, Public Speaking, Photoshop, Research, Marketing Communications, Social Media Marketing, Marketing Strategy, Facebook, English, Advertising, Leadership
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Coyle and Cassidy High School 2006 — 2010
Hill Holliday June 2015 - August 2015
State Street May 2014 - August 2014
Enterprise Bank (Enterprise Bancorp) June 2012 - August 2013
Skills
Spanish, Social Media, Social Media Marketing, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Marketing Communications, Time Management, Teamwork
Education
University of Notre Dame 2013 — 2016
Double Majors in English and Spanish, Minor in Business Economics
La Fundación Jose Ortega y Gasset 2014 — 2014
Certificate of Program Completion, Spanish Language and Literature, Junior
Bishop Guertin High School 2008 — 2012
High School Diploma
ITG May 2015 - Present
State Street February 2015 - May 2015
State Street September 2013 - February 2015
Merrill Lynch June 2012 - August 2012
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration, Finance
Braintree High School 2005 — 2009
State Street 2010 - 2014
State Street Bank 2008 - 2010
State Street 2006 - 2008
State Street Bank 1999 - 2006
State Street Bank 1990 - 1999
Bank of New England (now Bank of America) 1988 - 1990
Skills
Credit Risk, Risk Management, Credit Analysis, Securitization, Credit, Workout, Bankruptcy, Equities, Fixed Income, Enterprise Risk..., Capital Markets, Securities
Education
University of Oklahoma - Price College of Business
BBA, Accounting
University of Oklahoma College of Law
JD/MBA, Law/business
State Street July 2015 - Present
Wells Fargo February 2015 - July 2015
Ally Financial Inc. February 2013 - February 2015
Covidien April 2012 - February 2013
Skills
Microsoft Excel, QRM, Financial Analysis, SQL, SAP, Access, Microsoft Office, Statistics, Finance, Process Improvement, Strategic Planning, Root Cause Analysis, Six Sigma, Change Control, Investments, Leadership
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science (B.S.), Finance
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
State Street August 2014 - Present
State Street November 2010 - August 2014
State Street March 2009 - November 2010
State Street December 2007 - February 2009
State Street June 2005 - December 2007
State Street August 1999 - June 2005
State Street July 1998 - August 1999
Skills
Mutual Funds, Fund Accounting, Emerging Markets, Securities, Bloomberg, Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Financial Analysis, Derivatives, Investments, Asset Managment, Process Improvement, Relationship Management, Global Custody, Microsoft Excel, Project Management, Middle Office, Vendor Management, Portfolio Management, Fund Administration
Education
University of New Hampshire 1993 — 1997
Bachelor of Arts, Linguistics
State Street September 2012 - Present
Chapman Associates January 2011 - January 2011
IDC,Inc. June 2010 - August 2010
Grasso, Rodriguez & Grasso June 2009 - August 2009
Grasso, Rodriguez June 2008 - August 2008
First New York Federal Credit Union September 2007 - June 2008
Skills
Mergers & Acquisitions, Sales, Finance, Financial Services, Microsoft Excel, Mutual Funds, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (BSc), Marketing
Whittemore School of Business and Economics - University of New Hampshire 2008 — 2012
BS, Business Administration; Marketing
Becker & Poliakoff, P.A. January 2015 - Present
Law Offices of Maura Sheehan May 2014 - August 2014
University of New Hampshire Athletics January 2014 - April 2014
State of New Hampshire Banking Department May 2013 - August 2013
State of New Hampshire Department of Environmental Services May 2013 - August 2013
State Street May 2011 - July 2012
2beffective LLC September 2010 - December 2010
Opportunity Networks September 2010 - December 2010
Skills
Marketing Research, Research, Entrepreneurship, Market Research, Social Media, Data Analysis, Social Media Marketing, Marketing, Leadership, Legal Research, Legal Analysis, Legal Writing, Marketing Communications, Outlook, Social Networking, Event Planning, PowerPoint
Education
University of New Hampshire School of Law 2012 — 2015
Doctor of Law (J.D.)
University of New Hampshire 2007 — 2011
Bachelors, Marketing, Entreprenurial Venture Creation, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2011
Marketing, Entreprenurial Venture Creation
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2011
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
State Street June 2015 - Present
NCS Global, Inc. January 2015 - Present
Craft Boston, L. Knife & Son, Inc. May 2014 - Present
Craft Boston, L. Knife & Son, Inc. May 2013 - January 2014
Beverly Hospital September 2009 - January 2013
Skills
Public Speaking, Leadership, Social Media, Microsoft Word, Accounting, PowerPoint, Financial Accounting, Microsoft Excel, Account Reconciliation, Accounts Receivable, Data Entry, Access, Outlook, Microsoft Office
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Business Administration with an option in Accounting
Beverly High School 2007 — 2011
High School
RapidMiner, Inc. June 2015 - Present
TIBCO Software Inc. May 2014 - May 2015
Vistaprint April 2012 - April 2014
State Street June 2011 - April 2012
Inter-Mark Sales and Marketing June 2010 - August 2010
Liberty Mutual Insurance May 2009 - August 2009
Skills
Budgets, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Corporate Finance, Excel, Financial Analysis, Outlook, Teamwork, Research, QuickBooks, SAP BPC, SQL, Spotfire
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Finance, Management
Millis High School
State Street August 2015 - Present
State Street February 2014 - August 2015
Villanova University School of Law August 2012 - May 2013
Adams and Rafferty May 2012 - August 2012
Court of Common Pleas February 2012 - May 2012
Defender Association of Philadelphia November 2011 - May 2012
Plymouth District Court Clerks Office June 2011 - August 2011
Clean Boat Company May 2009 - August 2010
DC Office of the Attorney General January 2009 - April 2009
Plymouth County District Attorney's Office June 2008 - August 2008
Skills
Dodd-Frank, Dodd-Frank Title VII, Financial Regulation, Onboarding, Financial Reporting, Regulatory Compliance, Trade Compliance, Database Administration, Securities Regulation, Regulatory Analysis, Legal Writing, Legal Research, Westlaw, Legal Issues, Trials, Hearings, Research, Microsoft Office, LexisNexis, Courts
Education
Villanova University School of Law 2010 — 2013
JD
University of Notre Dame 2006 — 2010
BA, Political Science, Supplemental Major in International Peace Studies
State Street September 2015 - Present
Bank of America November 1997 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Organizational..., Change Management, Performance Management, Leadership, Leadership Development, Risk Management, Program Management, Business Analysis, Employee Engagement, Strategy, Talent Management, Talent Acquisition, 360 Feedback, Organizational Design, Training, Mergers, Recruiting, Executive Development, Employee Relations, Executive Coaching, Human Resources, Coaching, Corporate Finance, Team Leadership, Banking, Team Building, Six Sigma, Project Management, Management, Executive Management, Process Improvement, Sales, Consulting, Vendor Management
Education
UNC Chapel Hill
Eaton Vance September 2014 - Present
State Street November 2007 - September 2014
Skills
Bloomberg, Business Development, Equities, Fixed Income, Mutual Funds, Securities, Financial Services, Corporate Actions, ETFs, Microsoft Excel, Portfolio Management
Education
University of New Hampshire 2003 — 2007
BA, Business
State Street August 2014 - Present
State Street January 2013 - July 2014
State Street August 2011 - December 2012
State Street January 2011 - August 2011
Skills
Fund Accounting, Bloomberg, Fund Administration, Mutual Funds, Corporate Actions, Custody, Cash Flow Forecasting, Finance, Fixed Income
Education
University of New Hampshire 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Business ADMN: Finance
State Street Global Advisors May 2015 - Present
State Street December 2013 - May 2015
New Hampshire Lakes Association June 2012 - September 2013
Skills
Analysis, Economics, Microsoft Excel, Access, SAS, Stata, PowerPoint, Research, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
High Liner Foods January 2014 - Present
PetEdge November 2012 - January 2014
PetEdge April 2012 - November 2012
Packaging Specialties Inc. March 2010 - April 2012
State Street 2008 - 2010
Skills
Forecasting, Microsoft Excel, Analysis, Inventory Management, Process Improvement, Microsoft Word, PowerPoint, Microsoft Office, Demand Planning, Economics, Purchasing, Outlook, Cross-functional Team..., Sales, Time Management, Supply Chain, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science, Economics
State Street June 2012 - Present
The Timberland Company July 2007 - March 2012
Fidelity Investments June 1998 - June 2007
Eddie Bauer August 1996 - June 1998
Skills
Equity Compensation, Compensation, Executive Compensation, SEC filings, Proxy Reporting, Stock Plan..., Stocks, Equities, Executive Pay, Deferred Compensation, Human Resources, 401k, Process Improvement, Financial Services, Payroll, Analysis, Employee Benefits, Finance, Financial Analysis, Leadership, Management, Performance Management, Strategic Planning, Vendor Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BS, Business
Salem High School 1987 — 1991
Forsythe June 2012 - Present
Data Intensity June 2011 - June 2012
Automatic Data Processing August 2005 - July 2010
Evergreen investments 2003 - 2005
Manulife Financial / John Hancock 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1995 - 1997
Skills
Program Management, Strategic Planning, SaaS, Business Continuity, E-commerce, Crisis Management, Hosted Services, Vendor Management, ITIL, Business Intelligence, Process Improvement, Vendor Relations, Outsourcing, Team Building, PMP, Business Analysis, Process Engineering, IT Strategy, Integration, Change Management, Disaster Recovery, Operations Management, IT Governance, Compliance, Mentoring, Customer Relations, SharePoint, ERP, Business Strategy, Data Center, SDLC, Architecture, SQL, Business Management, Virtualization, Strategy, PMO, Project Portfolio..., Project Management, Business Process..., Leadership, Risk Management, Information Technology, Enterprise Architecture, Agile Methodologies, IT Management, Cloud Computing, Project Planning, Enterprise Software, Management
Education
University of Northern Colorado 1986 — 1991
SUFFOLK UNIVERSITY Sawyer School of Management
State Street November 2010 - Present
State Street September 2007 - October 2010
Vail Resorts June 2005 - March 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Economics
Intercontinental Exchange July 2014 - Present
State Street July 2013 - June 2014
Ernst & Young August 2011 - February 2013
Bill Barrett Corporation May 2008 - August 2008
Pearl Development Company May 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
SEC filings, US GAAP, Financial Analysis, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Assurance, Financial Modeling, External Audit, Business Valuation, Internal Audit, Corporate Finance, IFRS, Valuation, Corporate Tax, Financial Statements, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Master of Accounting, Accounting
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Darby Creek Capital LLC August 2015 - Present
InVivoLink July 2013 - July 2015
InVivoLink May 2012 - June 2013
Heritage Group, LLC December 2011 - April 2012
Nashville Entrepreneur Center September 2011 - April 2012
State Street Global Advisors 2010 - 2011
State Street Global Advisors 2009 - 2010
State Street 2007 - 2009
MMI Associates 2006 - 2006
Skills
Valuation, Management, Financial Modeling, Healthcare, Venture Capital, Financial Services, Portfolio Management, Strategy, Investments, Business Planning, Start-ups, Process Improvement, Strategic Planning, Entrepreneurship, Finance, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Management, Strategy, Sustainability Management
University of North Carolina at Chapel Hill 2004 — 2006
Bachelor's Degree, Political Science, Mathematics
University of Oregon 2002 — 2004
Bachelor's Degree, Environmental Studies, Political Science
Meadhall Restaurant July 2015 - Present
State Street May 2013 - July 2015
Marriott International, Summer Winter Restaurant June 2011 - May 2013
Back Bay Restaurant Group, Inc. 2008 - 2011
Nashua Country Club 2005 - 2007
Skills
Menu Development, Restaurant Management, Restaurants, New Restaurant Openings, Food Service, Hospitality, Leadership, Customer Satisfaction, Hospitality Management, Customer Service, Management, Microsoft Excel, Time Management, PowerPoint, Sales, Microsoft Office, Social Networking, MICROS
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Management
State Street June 2015 - Present
Direct Capital Corporation December 2014 - April 2015
Brian Turgeon Excavating LLC June 2014 - December 2014
RD Weis Companies November 2013 - November 2014
Krass & Co. May 2013 - May 2014
Skills
Teamwork, Leadership, Event Management, Event Planning, Social Media Marketing, Brand Development, Microsoft Excel, Microsoft Word, Customer Service, Presentations, Finance, Investment Analysis, Networking, Public Speaking, PowerPoint, Microsoft Office, Time Management, Social Media, Social Networking, Management, Marketing, Data Analysis, Team Leadership, Communication, Strategic Planning, Marketing Strategy
Education
University of New Hampshire 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Management
EY March 2014 - Present
Wells Fargo September 2010 - July 2013
Bank of America July 2009 - September 2010
Bank of America July 2007 - July 2009
State Street July 2006 - July 2007
Wachovia January 2002 - July 2006
Skills
Process Improvement, Capital Markets, Fixed Income, Structured Products, Portfolio Management, Analytics, Structured Finance, Trading, Valuation, Securities, Finance, Financial Services, Credit
Education
Wake Forest University - Babcock Graduate School of Management 2005 — 2007
MBA, Finance
University of North Carolina at Wilmington
BS, Business Management
Aptitude Software, a microgen plc company August 2014 - Present
Advent Software March 2006 - July 2014
DST Global Solutions January 2004 - March 2006
State Street November 2003 - March 2004
Skills
Business Analysis, Software Implementation, Business Intelligence, Software Project..., Business Process, Enterprise Software, Integration, Microsoft SQL Server, Professional Services, Requirements Analysis, Requirements Gathering, SDLC, SaaS, SQL, Databases, Business Requirements, CRM, Salesforce.com, Crystal Reports, SharePoint, Disaster Recovery, Software Documentation, SSRS, Unix, Access
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
State Street July 2014 - Present
State Street Corporation May 2011 - June 2014
State Street Corporation January 2008 - May 2011
Gulf of Maine Cod Project August 2005 - December 2007
Skills
Fund Accounting, Fund Administration, Bloomberg Terminal, Financial Analysis, Financial Reporting, Account Reconciliation, Alternative Investments, Asset Management, Capital Markets, Derivatives, Corporate Actions, Equities, Financial Risk, Financial Services, Financial Statements, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Research, Securities, Trading, Training, Valuation
Education
University of New Hampshire 2003 — 2007
Bachelor of Science, Resource Economics
Davidson College March 2011 - Present
Self Employed August 2007 - February 2011
Wachovia, A Wells Fargo Company September 2005 - July 2007
Wellington Management March 2000 - March 2005
State Street November 1995 - February 2000
Skills
Investments, Mutual Funds, Trading
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BA, Economics and Finance
MedAptus April 2015 - Present
MEDITECH July 2012 - April 2015
South Shore Baseball Club September 2009 - July 2012
Braintree Public Schools October 2010 - June 2011
Braintree Public Schools September 2009 - September 2010
State Street June 2007 - August 2009
Skills
Teaching, Editing, Time Management, Meditech, Microsoft Office, Communication Skills, Software Implementation, Hands-on Training, PowerPoint, Curriculum Design, Microsoft Excel, Access, Data Analysis, Salesforce.com, CRM, Microsoft Word
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science, Finance, Communications
State Street January 2015 - Present
State Street November 2013 - January 2015
State Street December 2012 - November 2013
Dennis Associates June 2011 - September 2011
American Heart Association American Stroke Association June 2010 - September 2010
Skills
Financial Services, Mutual Funds, ETFs, Client Relations, Client Services, Microsoft Office, Qualitative Research, Quantitative Research, Communication, Financial Analysis, Competitive Analysis, Equity Trading, Options Strategies, Business Strategy, Business Analysis, Writing
Education
University of Oregon
Bachelor's Degree, Bachelor of Arts
Concord-Carlisle High School 2004 — 2008
NetBrain Technologies Inc. April 2015 - Present
SmartBear Software August 2014 - April 2015
SmartBear Software March 2014 - August 2014
State Street September 2012 - February 2014
Janney Montgomery Scott December 2010 - March 2012
Allianz Global Investors May 2007 - June 2010
Shenkman Capital Management July 2005 - April 2007
Skills
Fixed Income, Trading, Series 7, Equities, Bloomberg, Mutual Funds, Series 63, Hedge Funds, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Portfolio Management, Capital Markets, ETFs, Salesforce.com, Enterprise Software, Sales, Business Development, Account Management, SaaS, Solution Selling, Management, CRM, Sales Process, Direct Sales, Leadership, Lead Generation
Education
University of New Hampshire 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Concord High School
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
NEACH October 2014 - Present
State Street Alternative Investment Solutions July 2012 - October 2014
State Street August 2010 - August 2012
State Street June 2008 - August 2010
Brigham and Women's Hospital March 2008 - May 2008
Blueline Publicity September 2007 - March 2008
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
BS
State Street June 2014 - Present
Hilltop Wealth Advisors- Ameriprise Financial Services, Inc. March 2013 - Present
Tresys Technology June 2013 - August 2013
Sky Mountain Coffee June 2012 - August 2012
Skills
Marketing, Financial Modeling, Financial Analysis, Management, Microsoft Excel, PowerPoint, Budgets, Microsoft Office, Data Analysis, Strategic Financial..., Business Planning, Sales, Social Media, Business Strategy, Financial Services, Finance, Knowledge of Spanish..., Computer (MSW, E, PP,..., Entrepreneurship, Sponsorship, Merchandising, Event Planning, Business Development, Valuation, Analysis, Microsoft Word, Public Speaking, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 2011 — 2015
Business Administration and Economics, 3.79
North Mecklenburg High School 2007 — 2011
4.7 (weighted)
State Street Global Advisors February 2015 - Present
State Street Global Advisors July 2011 - Present
State Street December 2007 - August 2011
State Street October 2006 - December 2007
Investors Bank and Trust Co. 2006 - 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Economics
West Liberty Foods January 2015 - Present
West Liberty Foods September 2011 - January 2015
West Liberty Foods 2003 - January 2012
Francis Franke & Company January 2000 - May 2002
State Street May 1999 - December 1999
Skills
Cost Accounting, Financial Reporting, Accounting, General Ledger, Auditing, Budgets, Accounts Payable, Analysis, CPA, ERP, QAD, Management Accounting, Financial Statements, Manufacturing, Variance Analysis, Financial Analysis, Cross-functional Team..., ERP Implementations, Food Manufacturing, Forecasting, Income Statement, Internal Controls, Leadership, Microsoft Excel, Project Management, Public Speaking
Education
University of Northern Iowa 1996 — 1999
BA, Accounting
State Street January 2015 - Present
Rockland Trust July 2014 - January 2015
Rockland Trust January 2013 - July 2014
Northeast Credit Union June 2010 - January 2013
Ocean Bank September 2009 - December 2009
Holy Rosary Credit Union January 2008 - August 2008
Skills
Budgets, Banking, Customer Service, Retail Banking, Teller Operations, Close Attention to..., Organization, General Ledger, Credit Unions, Cash, Outlook, Deposits, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (BS), Business Administration
Kantar Media October 2014 - Present
Hologic April 2012 - Present
Hologic May 2011 - April 2012
State Street May 2010 - May 2011
State Street Corporation July 2008 - May 2010
Lake Winnipesauke Golf Club May 2007 - October 2007
Skills
Marketing, Invoicing, Microsoft Office, Marketing Strategy, Outlook, Customer Service, Event Management, Trade Shows, Accounting, PowerPoint, Business Strategy, Key Account Management, Business Analysis, Microsoft Word, Product Marketing, Salesforce.com, Social Media, Sales Operations, Marketing Communications, Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Whittemore School of Business and Economics
BS, Business Administration- Marketing Concentration
State Street October 2014 - Present
State Street April 2014 - September 2014
State Street October 2012 - April 2014
University of New Hampshire January 2011 - May 2012
Burkhardt Brothers Moving Co. June 2009 - August 2011
EJ Wells Property Management June 2006 - August 2010
Skills
Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Social Networking, Marketing, Time Management, Teamwork, Budgets, Accounting
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science, Business Administration: Finance & Management
Pentagon Federal Credit Union December 2013 - Present
Koinonia Center May 2013 - December 2013
Pentagon Federal Credit Union February 2013 - December 2013
Pentagon Federal Credit Union August 2012 - January 2013
State Street April 2011 - December 2011
State Street April 2009 - March 2011
State Street June 2007 - April 2009
Investors Bank & Trust September 2006 - June 2007
University of Phoenix June 2005 - June 2006
University of Phoenix June 2004 - June 2005
Skills
Process Improvement, Accounting, Operations Management, Team Management, Sales Management, Retail Banking, Financial Services, Higher Education..., Strategic Planning, Business Strategy, Financial Analysis, CRM, Banking, Finance, Customer Service, Loans, Management, Leadership, Investments
Education
University of Phoenix 2004 — 2005
MBA
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S. Business Administration, Finance
John Hancock Investments August 2014 - Present
Putnam Investments September 2013 - August 2014
State Street December 2011 - September 2013
State Street July 2010 - December 2011
Skills
Bloomberg, Microsoft Excel, Mutual Funds, MCH, Securities, Financial Reporting, Derivatives, Bloomberg Terminal, Outlook, Time Management, Corporate Actions, Sales, Internal Controls, Options, Financial Analysis, Investments, Oracle SQL Developer, Team Building, Data Analysis, Business Analysis, Reuters
Education
University of New Hampshire 2005 — 2009
Bachelor's of Science, Business Administration Concentration Finance
Lorenzo De Medici 2008 — 2008
Bachelor of Science, Business Administration; Finance
State Street January 2012 - March 2013
Education
University of Northern Colorado 2005 — 2011
State Street October 2013 - July 2014
L. Knife & Son, Inc. May 2012 - June 2013
Pembroke Country Club May 2010 - August 2011
Skills
Customer Service, Employee Relations, Microsoft Office, R, Research, Windows, Mac OS, Logistics, Route Planning, Teamwork, Microsoft Excel
Education
University of New Hampshire 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Norwell High School 2005 — 2009
Diploma
State Street August 2014 - Present
Dovetail Health October 2013 - August 2014
Dovetail Health October 2012 - September 2013
Skills
Finance, Real Estate, Management, Microsoft Office, Interpersonal Skill, Customer Service, PowerPoint, Microsoft Excel, Analysis
Education
University of New Hampshire (UNH) 2008 — 2012
BS, Business Administration (Finance/Management)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2012
Bachelor of Science, Management and Finance
Raytheon January 2013 - Present
Raytheon July 2012 - January 2013
Raytheon January 2012 - July 2012
Raytheon July 2011 - January 2012
State Street May 2010 - August 2010
State Street May 2008 - August 2009
Education
University of Notre Dame 2007 — 2011
Bachelor's degree, Economics, Spanish
St. Sebastian's School 2001 — 2007
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management December 2008 - December 2014
State Street November 2001 - December 2008
PanAgora Asset Management 1999 - 2001
Skills
Equities, Derivatives, Process Improvement, Operations Management, Lean Six Sigma, Project Management, VBA, SQL, Data Analysis, Statistical Data..., Minitab, KPI Reports, KPI Implementation, KPI Dashboards, Cost Planning, Forecasting, Settlement Services, SWIFT Messaging, CTM, Omgeo Oasys, High Yield Bonds, Convertible Bonds
Education
University of Oregon 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Los Alamitos High School 1989 — 1993
Coldwell Banker Residential Brokerage September 2002 - February 2013
Bear Stearns April 2003 - September 2006
Robertson Stephens September 1999 - July 2002
State Street 1997 - 1999
Skills
Selling, Sellers, Contract Negotiation, Real Estate, Buyer Representation
Education
University of New Hampshire 1992 — 1996
BA, Business/Corporate Communications
Hamilton-Wenham Regional HS 1988 — 1992
Royal Bank of Scotland October 2011 - Present
Talbots September 2010 - September 2011
State Street July 2007 - September 2010
Investors Bank & Trust March 2006 - July 2007
Bottomline Technologies September 2004 - March 2006
Bottomline Technologies March 2004 - March 2006
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Internal Controls
Education
University of New Hampshire 1999 — 2003
Bachelors, Business Administration: Accounting Concentration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Wellington Management October 2011 - Present
State Street July 2008 - October 2011
State Street June 2006 - July 2008
Merrill Lynch May 2003 - September 2004
Education
Boston University - Graduate School of Management 2012 — 2015
MBA Candidate 2015, Finance
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
SS&C GlobeOp May 2012 - Present
Stone Harbor Investment Partners October 2011 - May 2012
State Street June 2007 - October 2011
Investors Bank & Trust January 2004 - June 2007
Skills
Fixed Income, Fund Accounting, Mutual Funds, CLO, Back Office, Fund Administration, Hedge Funds, Middle Office, Alternative Investments, Trade Operations, Relationship Management, Loan Closings, Fund Of Funds, Portfolio Management, Settlement, Cash Management, FX Operations, Corporate Actions, Partnership Accounting, Financial Services, Management, Microsoft Excel, Advent, Bloomberg, Derivatives, TRS, Valuation, Global Custody, Securities, Equities, Strategic Leadership, Investments, Wall Street Office (WSO), Portia, ClearPar, Team Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's Degree, Business Administration, Economics
State Street September 2014 - Present
State Street September 2010 - August 2014
HFX Capital Corporation Limited January 2009 - September 2010
State Street Bank July 2007 - December 2008
Investors Bank & Trust Co. July 1991 - June 2007
Skills
Financial Services, Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Management, Equities, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Bachelor of Arts (BA), Economics
State Street February 2012 - Present
Ernst & Young September 2003 - February 2012
East Coast Credit Union August 2000 - August 2002
Skills
SOX, Audit, Internal Controls, Financial Analysis, Compliance, Accounting, Risk Management, IT Audit, IT Risk Management, Governance, Acquisition Integration, IT Compliance, CISA, Sarbanes-Oxley Act, Auditing, Information Security..., ITGC, COBIT, Financial Services, Information Technology, SSAE 16, Information Security, Big 4
Education
University of North Carolina at Wilmington
Masters, Accountancy
University of North Carolina at Wilmington
Bachelors, MIS and Accountancy
State Street Bank March 2012 - Present
State Street Bank December 2010 - April 2012
State Street February 2007 - December 2010
Skills
Bloomberg, Asset Managment, Investments, Risk Management, Microsoft Excel, Fund Accounting, Mutual Funds, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Customer Service, Global Custody, Middle Office, Retail, Financial Services, Bloomberg Terminal, Client Services, Portfolio Management, Hedge Funds, Financial Analysis, Alternative Investments, Banking, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (BS), Business Administration/Finance
State Street March 2005 - Present
Corporate Actions at State Street 2003 - 2004
Corporate Actions at State Street 2000 - 2004
Skills
Bloomberg, Equities, Performance Attribution, Hedge Funds, Fund Accounting, Fixed Income, Mutual Funds, Bloomberg Terminal, Portfolio Management, Corporate Actions, Securities, Asset Allocation, Derivatives, Alternative Investments, Asset Management, Investments, Risk Management
Education
University of New Hampshire
State Street October 2006 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Apex Therapy, LLC March 2013 - Present
Sterling Capital Management LLC- Sterling Capital Distributors, Inc. July 2006 - March 2013
State Street March 2005 - June 2006
State Street October 2002 - March 2005
State Street July 2000 - October 2002
Skills
Asset Managment, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Securities, Investment Advisory, Trading, Wealth Management, Portfolio Management, Alternative Investments, Financial Services
Education
University of New Hampshire 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
St. John's Prep 1992 — 1996
Sarepta Therapeutics June 2015 - Present
Rapid Micro Biosystems February 2015 - June 2015
FORUM Pharmaceuticals February 2014 - December 2014
State Street March 2012 - September 2013
State Street Bank April 2007 - March 2012
Teradyne September 1990 - April 2007
Coopers & Lybrand September 1986 - September 1990
Coopers & Lybrand 1986 - 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, Internal Controls, Forecasting, Auditing, Process Improvement, Essbase, Finance, SEC filings, Strategic Financial..., Corporate Finance, Hyperion Enterprise, Due Diligence, Budgets, Sarbanes-Oxley, Managerial Finance, Risk Management, Financial Accounting, Revenue Recognition, Valuation, US GAAP, Microsoft Excel, General Ledger, Business Process..., Variance Analysis, Cross-functional Team..., Internal Audit, PeopleSoft, Mergers & Acquisitions, GAAP, Analysis, CPA, Fixed Assets, Financial Audits, Financial Planning
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance October 2012 - May 2014
Liberty Mutual Insurance February 2010 - October 2012
Liberty Mutual November 2006 - January 2010
State Street August 2003 - November 2006
Bear Stearns November 2005 - December 2005
Wells Fargo Equipment Finance, Inc. 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Mutual Funds, PowerPoint, Insurance, Marketing, Account Management, Access, Microsoft Word, Outlook, Analysis, Accounts Receivable, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
MBA, Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, Business Administration
JPMorgan Chase May 2014 - Present
Alliant Credit Union July 2012 - May 2014
JP Morgan Chase July 2009 - July 2012
JP Morgan Chase January 2008 - June 2009
Independent Consultant November 2005 - January 2008
IBM March 2004 - February 2005
Accenture 2005 - 2005
State Street June 1999 - June 2003
Skills
SDLC, Business Analysis, Management, Risk Management, Process Improvement, Business Process..., Finance, Financial Analysis
Education
University of Northern Iowa 1994 — 1999
BA, Finance
EZ Fitness of Jacksonville, Corp d/b/a/ Title Boxing Club February 2013 - Present
ING 2008 - December 2011
CitiStreet December 2004 - December 2008
State Street 2000 - 2003
State Street Bank 1996 - 2002
Skills
Vendor Management, Operating Budgets, Contract Negotiation, Operations Management, Data Conversion, Budget Management, Process Improvement, Change Management, Outsourcing, Business Process..., Transition Management, Leadership, Financial Services, Business Analysis, Employee Benefits, Performance Management, Franchising, Franchise Agreements, Lease Negotiations, Franchise Consulting, Downsizing, Training, Management, Customer Service, Sales, Marketing
Education
University of North Florida - College of Business Administration
University of North Florida - College of Business Administration
State Street December 2013 - Present
BlackRock October 2007 - March 2013
UBS Investment Bank March 2003 - October 2007
Reuters Data LLC September 2001 - March 2003
Bridge Information Systems August 1992 - September 2001
United States Navy December 1988 - April 1992
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Market Data, Securities, Financial Markets, Capital Markets, Trading Systems, Reuters, ETFs, Valuation, Reference Data, Alternative Investments, BlackRock Aladdin, Data Modeling, Data Analysis, Microsoft Excel, Business Analysis, Bonds, MBS, Data Mining, PAM for Securities, Accounting Applications, Project Management, Interest Rate..., Equity Derivatives, SQL, PowerPoint, Microsoft Word, Microsoft Office, Office Management, Production Managment, Data Quality, Quality Control, Training Delivery, Process Improvement, Process Management, Client Presentation, User Documentation, Sarbanes-Oxley, SAS70, SOR, Investments, Electronic Trading, CDS, Bloomberg Terminal, Business Process...
Education
University of Oklahoma 1986 — 1996
Bachelor's Degree, Finance
Financial Engines 2010 - Present
Mission Schools International July 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Chatham Partners August 2004 - January 2006
State Street 1991 - 2003
International Business Machines April 1982 - June 1991
Education
University of New Haven 1986 — 1988
MBA, Management
Villanova University 1977 — 1981
BS, Business Administration
Pine River Capital Management July 2013 - Present
State Street Global Advisors March 2011 - December 2012
State Street May 2006 - March 2011
Skills
IDC, Bloomberg,..., All Microsoft suite..., Problem Solving, Customer Service, Corporate Actions, Analysis, Fixed Income, Bloomberg
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS, Business Administration with option in Finance
State Street August 2013 - Present
State Street March 2010 - August 2013
State Street July 2008 - March 2010
Investor's Bank & Trust May 2007 - July 2008
Investors Bank & Trust September 2006 - May 2007
Skills
Equities, Hedge Funds, Reconciliation, Accounting, Auditing, Risk, Mutual Funds, Derivatives, Bloomberg, Fund Accounting, Account Reconciliation, Microsoft Excel, Financial Risk, Financial Analysis, Fixed Income, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Business - Finance
Roguewood Restaurant Group September 2014 - Present
Sandler O'Neill & Partners, L.P. September 2013 - September 2014
FIG Partners May 2012 - August 2013
State Street June 2011 - May 2012
Carson Medlin, A Division of Monroe Securities, Inc. July 2009 - June 2011
PricewaterhouseCoopers LLP September 2007 - July 2009
Skills
Financial Analysis, Financial Modeling, Internal Controls, Auditing, Accounting, Mergers, Valuation, Business Analysis, Financial Audits, Analysis, Strategic Planning, SEC filings, Financial Reporting, Corporate Finance, GAAP, Banking, Sarbanes-Oxley Act, Investments, Business Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.S, Business Administration
University of North Carolina at Chapel Hill 2002 — 2006
B.A, Spanish
J.P. Morgan 1994 - Present
J.P. Morgan 1997 - 2015
J.P. Morgan 1997 - 2015
J.P. Morgan 2004 - 2006
Bank One 1990 - 1994
State Street 1987 - 1990
Skills
Product Management, Product Development, Risk Management, Business Development, Strategic Planning, Business Resilience, Business Continuity..., P&L Management, Thought Leadership, Service Quality..., Relationship Management, Process Improvement
Education
University of Notre Dame - Mendoza College of Business
Master of Business Adminstration, Finance/International Finance
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration - Finance
State Street October 2004 - Present
Education
University of North Florida 1990 — 1994
Bachelor of Arts
Reid Haithcock Photography July 2006 - Present
CIDC April 2010 - November 2010
State Street June 2008 - October 2008
Sheraton Hotel at Four Seasons February 2008 - April 2008
Batanga September 2006 - February 2008
United Arts Council of Greater Greensboro January 2006 - April 2006
Education
University of North Carolina at Greensboro 2002 — 2006
BFA, Painting
NYK Line Senior Program ManagerAvayaNovember 2009 - June 2010
State Street March 2009 - October 2009
Fiserv January 2006 - February 2009
Accenture January 1997 - January 2006
AMERICAN MANAGEMENT SYSTEMS February 1995 - January 1997
Skills
Business Analysis, CRM, Business Process, SDLC, Marketing, Project Portfolio..., Testing, Project Management, Process Improvement, Requirements Analysis, Team Building, Management, Telecommunications
Education
University of Oklahoma - Price College of Business 1990 — 1994
BBA, MIS/Finance Minor
University of Oklahoma
BBA Degree, Management Information Systems
State Street November 2010 - Present
Edwards Angell Palmer & Dodge LLP (now Locke Lord Edwards LLP) September 2007 - October 2010
United States Conference of Catholic Bishops August 2003 - August 2004
Skills
Corporate Law, Corporate Governance, Securities Regulation, Securities, Private Equity, Mergers & Acquisitions, Intellectual Property, Venture Capital, Joint Ventures, Licensing, Capital Markets
Education
University of Notre Dame Law School 2004 — 2007
J.D.
University of Notre Dame 1999 — 2003
B.A., Philosophy, Public Policy
Hartley Transportation November 2013 - Present
Capital Transportation Logistics April 2012 - November 2013
State Street November 2007 - March 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Account Management, Process Improvement, LTL, Truckload
Education
University of New Hampshire 2002 — 2006
BA, Communications
University of New Hampshire
Liberty Mutual Investments March 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust July 2002 - July 2007
State Street January 2000 - April 2002
State Street August 1998 - January 2000
State Street August 1995 - August 1998
State Street August 1992 - August 1995
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Analysis, SharePoint, Financial Services, Derivatives, PMO, Mergers & Acquisitions, Securities, Financial Risk, Investments, Financial Reporting, Hedge Funds, Mutual Funds, Access, Trading, Valuation, Quality Assurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S. Magna cum Laude, Business Administration and Economics
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance December 2011 - June 2014
Income Research & Management June 2011 - December 2011
State Street June 2010 - June 2011
State Street June 2008 - June 2010
Skills
Microsoft Excel, Fixed Income, Data Analytics, Investments, Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance, Minor in Economics, Magna Cum Laude
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
State Street March 2014 - Present
State Street December 2012 - March 2014
State Street February 2010 - December 2012
State Street March 2008 - February 2010
Skills
Financial Analysis, Fund Accounting, Bloomberg, Accounting, Financial Reporting, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
B.S., Accounting/Finance
State Street Custodian/Fund AccountantInvestors Bank & TrustSeptember 2006 - August 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Admn., International Business and Economics
Biogen February 2014 - Present
Marsh & McLennan Companies, Inc. 2013 - 2014
Marsh 2011 - 2013
State Street 2008 - 2011
Mercer Human Resource Consulting 2005 - 2008
Stafford Group 1997 - 2005
Quintegra Resourcing 1994 - 1997
Skills
Talent Acquisition, Talent Management, Succession Planning, Performance Management, Onboarding, Employee Engagement, Deferred Compensation, Recruiting, Employee Relations, Employee Benefits, Applicant Tracking..., Workforce Planning, Organizational Design, Human Resources, HR Consulting, Employer Branding, Executive Search, Change Management, Executive Pay, Organizational..., College Recruiting, Mergers & Acquisitions, Management, Leadership, HRIS, Personnel Management, Sourcing
Education
University of North Carolina
Applied Music
University of North Carolina at Greensboro
Applied Music
Business Tianjin Magazine July 2012 - Present
UExcel International Academy May 2012 - April 2014
Compass Foreign Languages November 2011 - February 2014
North Yarmouth Academy International Summer Camp March 2013 - August 2013
King's English for Kids July 2010 - December 2011
State Street April 2008 - July 2010
Fidelity Investments November 2007 - April 2008
Fidelity Investments July 2007 - November 2007
Skills
Pensions, 401k, Chinese, Chinese culture, Retirement Savings, Microsoft Word, Economics, Microsoft Excel
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2007
BS, Marketing and International Business and Economics, 3.55
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Emerson Ecologics 2009 - 2009
State Street 2007 - 2008
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
CTC myCFO April 2015 - Present
Sol-Wind, LLC December 2014 - March 2015
State Street Bank April 2013 - September 2014
State Street October 2010 - April 2013
University of New Hampshire - Campus Recreation November 2006 - May 2010
K-Motion Interactive Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Oracle, Longview, Budget Process, FPA, Data Analysis, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Finance, Economics
Elm Grove Companies April 2014 - Present
State Street April 2010 - April 2014
Skills
Real Estate, Accounting, Cash Flow Forecasting, Financial Analysis, Cash Management, Financial Risk, Mutual Funds, Equities, Derivatives, Fund Accounting, Finance, Bloomberg, Fixed Income
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Manchester Memorial High School 2001 — 2005
High School
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
State Street October 2013 - Present
State Street May 2012 - October 2013
Fidelity Investments October 2011 - May 2012
Fidelity Investments June 2011 - October 2011
Fidelity Investments October 2010 - June 2011
Neighborhood Housing Services of Greater Nashua October 2009 - November 2010
Callogix, Inc September 2009 - October 2010
Harbor Homes, Inc September 2009 - September 2010
Harbor Homes, Inc / Welcoming Light, Inc. September 2009 - September 2010
Skills
Financial Analysis, Financial Risk, Finance, Research, Regulatory Capital, Basel III, Risk, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Accounting, Management, Time Management, Data Entry, Nonprofits, Customer Service, PowerPoint, Social Services, Payroll, Case Management, Outlook
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2010
Bachelor of Science (BS), Finance
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (BS), Management
FedEx August 2015 - Present
Syntel August 2013 - Present
State Street June 2015 - August 2015
CUNA Mutual Group March 2015 - May 2015
Allstate September 2014 - March 2015
Group Health Cooperative March 2014 - August 2014
WellPoint August 2013 - March 2014
TRAC Intermodal April 2013 - July 2013
QVC August 2012 - April 2013
EXPRESS May 2012 - August 2012
Skills
Data Warehousing, Business Intelligence, ETL, Requirements Analysis, Data Modeling, SDLC, PL/SQL, OLAP, Erwin, SQL
Education
LNCT, Indore
BE(Hons.), Computer Science
University of Northern Virginia
MS(Hons.), Computer Science
State Street August 2014 - Present
State Street May 2011 - Present
State Street March 2008 - April 2011
State Street February 2007 - March 2008
State Street August 2005 - February 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Financial Analysis, Financial Reporting, Microsoft Excel, SEC filings, Bloomberg Terminal, Fund Accounting, Equities, Budgets, ETFs, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Management
PRO Unlimited March 2013 - May 2014
State Street April 2010 - July 2010
Kelly Financial Resources November 2009 - April 2010
Skills
Financial Analysis, Accounting
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
State Street August 2015 - Present
State Street August 2013 - June 2015
State Street January 2012 - August 2013
State Street July 2010 - December 2011
State Street October 2008 - July 2010
State Street January 2008 - October 2008
Skills
Fund Accounting, Mutual Funds, Fixed Income, Securities, Derivatives, Business Analysis, Account Reconciliation, Accounting, Financial Services, Portfolio Management, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
State Street January 2012 - Present
HuHot Mongolian Grill October 2009 - December 2011
AEGON January 2011 - August 2011
Hudson Community School District April 2008 - April 2009
Skills
Time Management, Teamwork, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Access, Underwriting, Outlook
Education
University of Northern Iowa 2006 — 2011
Bachelor's Degree, Finance and Real Estate
State Street December 2012 - Present
MFS Investment Management 2004 - 2012
Fidelity Investments 1998 - 2004
Skills
AML, Mutual Funds, Equities, Financial Services, Risk Management, Financial Risk, Series 7, KYC, Hedge Funds, Derivatives, FINRA
Education
University of New Hampshire
State Street May 2014 - Present
N&N Precision Tooling March 2013 - April 2014
Infomaxium Inc. May 2012 - August 2012
Infomaxium Inc. May 2011 - August 2011
Skills
Finance, Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Customer Service, Management, Microsoft Word, Variance Analysis, Derivatives, Teamwork, Time Management, Microsoft Excel, Microsoft Office, Payroll, Analysis, Accounting, Financial Accounting, Research, Accounts Receivable, Fixed Income
Education
CFA Institute
University of Ontario Institute of Technology
Bachelor's Degree, Finance