State Street Bank & Trust Company
State Street Bank and Trust Company simply State Street is the largest custodian bank in the world organized as a Massachusetts trust company specializing in services to mutual funds and their advisers, ... Headquarters: Boston, MA Founded: 1792 Subsidiaries: Charles River Systems, Inc., Currenex, Parent organization: State Street Corporation
State Street Bank & Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank & Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Bank & Trust Company Salaries. You can even request information on how much does State Street Bank & Trust Company pay if you want to. Learn about salaries, pros and cons of working for State Street Bank & Trust Company directly from the past employees.
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98 State Street Bank & Trust Company employees in database. Find out everything there's to know about State Street Bank & Trust Company 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 Bank & Trust Company Employees
ING January 2012 - April 2013
ING January 2005 - December 2011
CitiStreet January 2002 - December 2004
CitiStreet January 1996 - December 2001
State Street Bank & Trust Company April 1991 - December 1995
Capitol Bank & Trust Company January 1981 - December 1990
Skills
Pensions, Relationship Management, Defined Benefit, Investments, DC 401K, Plan Operations, Plan Design and Strategy, Financial Services, Business Strategy, Project Management, Leadership, Change Management, Retirement Planning, CRM, Process Improvement, Management, Analysis, Training, Business Process..., Strategy, Sales, Strategic Planning, Strategic Financial..., Risk Management, Team Building, Banking
Education
Keene State College
State Street Bank & Trust Company March 2015 - Present
State Street Bank & Trust Company February 2014 - March 2015
State Street Bank & Trust Company March 2013 - February 2014
Boston Sports Club/The Thoreau Club December 2011 - March 2013
Skills
Proficient with..., Positive and engaging..., PowerPoint, Customer Service, Public Speaking, Athletics, Microsoft Excel, Microsoft Word
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Kinesiology and Exercise Science
State Street Bank & Trust Company January 2015 - Present
Columbia Management (Ameriprise Financial) April 2005 - December 2014
John Hancock Life Insurance Company (U.S.A.) December 2002 - March 2005
BDC Securities - Private Equity Fund of Funds June 2001 - September 2002
New England Financial October 1998 - May 2001
Skills
Asset Management..., Compliance Program..., Enterprise Compliance, Risk and Control Self..., Project Management, Rule 38a-1, Rule 206(4)-7, FINRA Rules, Policies and Procedures, Regulatory Examinations, Process Improvement, Forensic Testing, Mutual Funds, Business Process Mapping, Office of Supervisory..., Separately Managed..., Special Investigations, Operational Streamlining, Private Placements, Business Continuity, Metrics, Public Speaking, FINRA, Asset Management, Securities, Series 63, Financial Services, Alternative Investments, Risk Management, Equities, Series 7, Due Diligence
Education
Suffolk University - Sawyer Business School
MBA, Business Management
University of Southern California
Bachelor's degree, Communications
JPMorgan Chase & Co. August 2015 - Present
State Street Bank & Trust Company August 2014 - July 2015
State Street Bank September 2013 - August 2014
State Street January 2013 - October 2013
Bunker Hill Community College December 2012 - September 2013
Skills
English, Research, Windows, Public Speaking, Business Service..., Teamwork, Outlook, Social Media, Data Analysis, Event Planning
Education
Northeastern University 2013 — 2015
Bachelor's Degree in Finance and Accounting Management
Bunker Hill Community College 2012 — 2013
Associate of Arts (A.A.), Business Concentration
JPMorgan Chase May 2006 - Present
THE BANK OF NEW YORK COMPANY, INC July 2004 - May 2006
STATE STREET BANK & TRUST COMPANY June 2001 - September 2003
Skills
Hedge Funds, Investments, Securities, Due Diligence, Equities, Portfolio Management
Education
Salve Regina University 1997 — 2001
B.S, Finance
Brown Brothers Harriman June 2014 - Present
State Street Bank & Trust Company June 2011 - June 2014
Bingham McCutchen LLP September 2005 - May 2011
New York City Council July 2000 - July 2002
Regional Plan Association November 1997 - June 2000
Skills
Legal Writing, Contract Negotiation, Legal Research, Government, Contract Management, Social Media, Program Management, Team Leadership, Negotiation, Project Management, Strategy, Process Improvement, Analysis, Business Development, Public Speaking, Legal Advice, Microsoft Office, Management, Strategic Planning, Asset Management, Outlook, Contract Drafting
Education
American University, Washington College of Law 2002 — 2005
JD
New York University, Robert F. Wagner Graduate School of Public Service
MPA, Policy
Brown University 1993 — 1997
B.A., Public Policy
Wachusett Regional School District September 1995 - Present
MASS-DECA September 2011 - June 2013
American International School of Lagos August 1993 - June 1995
Cairo American College September 1988 - June 1990
Algonquin Regional High School September 1987 - June 1988
State Street Bank & Trust Company March 1981 - August 1987
Skills
Teaching, Curriculum Development, Educational Leadership, Public Speaking, Event Planning, Marketing, Higher Education, Research, Classroom, Tutoring, Community Outreach, Curriculum Design, Lesson Planning, Classroom Management, Special Education, Teacher Training, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Staff Development
Education
Lesley University 1990 — 1992
Master of Education (M.Ed.), Computers in Education
UMass Dartmouth 1976 — 1984
Bachelor of Science (BS), Marketing
Celebration Elegant Desserts, Inc. September 2004 - Present
State Street Bank & Trust Company December 1999 - September 2004
Wachovia Bank July 1992 - December 1999
Skills
Negotiation, Accounting, Strategy, Inventory Management, Key Account Management, Pricing, Project Management, Customer Service, B2B, Forecasting, Manufacturing, Leadership, Budgets, Business Development
Education
Ohio University 1990 — 1991
NA, Accounting Technology
Millersport High School 1979 — 1982
NA, College Preparatory, 3.9 GPA
RETIRED Owner and BrokerR A Mezger AssociatesJanuary 2003 - May 2014
State Street Bank & Trust Company June 1997 - August 2003
Skills
Negotiation, Investment Properties, Real Estate Development, Fundraising, Non-profit..., Non-profits, Project Finance, Finance, Bookkeeping, Project Planning, Project Management, Real Estate, Construction, Nonprofits, Single Family Homes, Buyer Representation, Residential Homes, Strategic Planning, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 1963 — 1965
Master's Degree, Computer/Information Technology Administration and Management, decent
Massachusetts Institute of Technology 1957 — 1961
Bachelor's Degree, Electrical Engineering; minor in Economics, decent
Philips January 2012 - Present
Philips July 2011 - January 2012
CIBER October 2004 - July 2011
Oxford International January 2002 - October 2004
Keane September 2000 - December 2001
State Street Bank & Trust Company September 1998 - September 2000
ITT New England Management / The Hartford 1995 - 1998
Hornet's Nest 1991 - 1995
Skills
Taleo, Linked, Twitter, Sourcing, Technical Recruiting, Recruitment/Retention, Sales Recruitment, Talent Acquisition, Talent Assessment, Microsoft Office, Social Networking, Social Networking Sites, Facebook, Accounting, Engineering, Screening, Applicant Tracking..., Internet Recruiting, Full-cycle Recruiting, Employer Branding, Interviewing, Cold Calling, Strategic Sourcing, E-recruitment, Healthcare, Medical Devices, Recruiting, Negotiation, Interviews, SDLC, Process Improvement, Management, Temporary Placement, Human Resources, Benefits Negotiation
Education
Merrimack College 1991 — 1995
BS, Accounting
North Reading High School 1989 — 1991
Tarlow, Breed, Hart & Rodgers, P.C. March 1991 - Present
New England School of Law September 1985 - May 1997
Bradley, Barry & Tarlow, P.C. 1980 - 1991
State Street Bank & Trust Company June 1972 - February 1980
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Suffolk University Law School 1974 — 1978
JD, Cum Laude
Bowdoin College 1967 — 1971
B.A., Economics
Broome Co-Operative Insurance Company June 2015 - Present
ENACTUS, SUNY Oswego May 2014 - May 2015
ENACTUS, SUNY Oswego April 2012 - May 2015
AXA Advisors May 2014 - August 2014
Rogers Service Group Inc June 2010 - January 2014
State Street Bank & Trust Company June 2013 - August 2013
Wagner Lumber Company June 2012 - August 2012
Layden’s Fence & Livestock Service June 2009 - August 2009
St. Anthony’s of Padua Church June 2008 - August 2008
Skills
Leadership, Management, Analysis, Marketing, Research, Statistics, Talent Acquisition, Finance, Accounting, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Wellesley Chamber of Commerce October 2010 - Present
Attorney 2009 - October 2010
Russell & Associates, LLP December 2008 - August 2009
McCormick & Maitland September 2005 - September 2008
United States District May 2003 - August 2003
State Street Global Advisors January 2000 - August 2002
State Street Bank & Trust Company January 1998 - January 2000
Skills
Marketing, Strategic Planning, Management, Marketing Strategy, Social Media
Education
Suffolk University Law School 2002 — 2005
Doctor, Law
Lafayette College 1994 — 1998
Bachelor of Arts, History
Wellesley High School 1990 — 1994
College Planning Solutions July 2003 - Present
Boston South Financial Group September 2001 - July 2003
Putnam Investments December 1998 - August 2001
Putnam Investments December 1995 - December 1998
Trust Consultants Inc December 1994 - December 1995
State Street Bank & Trust Company July 1994 - December 1994
AT&T American Transtech February 1991 - July 1994
Skills
Web Design, Wordpress, Asset Management, PHP, College Education..., Student Financial Aid, FAFSA preparation, CSS Profile preparation, Strategic Financial..., WordPress, Marketing, Asset Managment, Website Development, User Experience, Business Development, Finance, 401k, Retirement, Entrepreneurship, Small Business, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service, Strategic Planning, Management, Investments
Education
Jacksonville University 1986 — 1991
Bachelor of Science, Marketing
westbridge academy 1982 — 1986
high school, High School Diploma
Massachusetts Supreme Judicial Court August 2015 - Present
Peabody & Arnold LLP July 2014 - July 2015
Massachusetts Appeals Court August 2013 - June 2014
Northeastern University School of Law March 2013 - May 2013
Looney & Grossman LLP November 2012 - February 2013
Northeastern University School of Law August 2011 - December 2012
State Street Bank & Trust Company May 2012 - August 2012
Magistrate Judge Jennifer C. Boal November 2011 - February 2012
Gillis & Bikofsky, P.C June 2011 - August 2011
Sunrise Management and Consulting June 2009 - August 2009
Skills
Legal Research, Legal Writing, Research, Litigation, Corporate Law, Civil Litigation, Mediation, Westlaw, Courts
Education
Northeastern University School of Law 2010 — 2013
Juris Doctor, Law
Cornell University 2006 — 2010
Bachelor of Arts, Economics
State Street Bank & Trust Company January 2015 - Present
Computershare August 2013 - December 2014
John Hancock Financial Services December 2012 - August 2013
Addeco/Computershare/MFS April 2009 - February 2010
Sedgwick CMS March 2007 - December 2008
ACS/Brother International April 2004 - March 2007
Skills
Insurance, Leadership, Investments, Customer Satisfaction, Software Documentation, Customer Service, Troubleshooting, Public Relations, 401k, Risk Management, Claim, Claims Management, Financial Services, Business Analysis, Employee Benefits, Underwriting, Process Improvement, Microsoft Excel, Microsoft Office, Health Insurance, Relationship Management, Life Insurance, Access, Fixed Annuities, Series 6, Long-term Care, Retirement, IRAs, Microsoft Word, Analysis, Disability Insurance, Call Centers, Finance, Mutual Funds, Portfolio Management, Wealth, Series 24, FINRA, Financial Planners, Vendor Management, Uniform Combined State..., Reinsurance, Financial Advisory, Series 63, Variable Annuities, Wealth Management, Series 7, Term Life Insurance, Asset Allocation, Pensions
Education
Southwest Community College 2003 — 2006
Public Relations/Image Management
Southwest Tennessee Community College
State Street Bank & Trust Company January 2007 - Present
Investors Bank & Trust Company January 1986 - January 2007
Investors Securities Services LLC 2003 - 2007
Investors Bank & Trust Co 1986 - 2007
Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Finance / Economics
State Street Corp. 2008 - 2010
WilmerHale 2006 - 2008
Choate, Hall & Stewart 2002 - 2006
Fleet Private Clients Group 1995 - 2002
State Street Bank & Trust Company 1989 - 1995
Fidelity Investments 1985 - 1988
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Finance
Assumption College 1980 — 1984
BA, English
Lynnfield High School 1977 — 1980
Proxima, LLC September 2014 - Present
Rosc Global Investments, LLC September 2013 - August 2014
Pearl Street Capital Group March 2008 - September 2013
Franconia Ski Club March 2011 - March 2013
State Street Bank & Trust Company 2005 - 2007
State Street Corporation 2002 - 2005
State Street Global Markets 1997 - 2002
IBEX Capital Markets, LLC 1996 - 1997
Education
Yale School of Management
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Assumption College 1981 — 1986
Mathematics
Sperry Van Ness June 2015 - Present
Economic Development Corporation of Sarasota County May 2013 - May 2015
Sinclair Business Brokers May 2012 - May 2013
State Street September 2008 - May 2012
JPMorgan Chase Bank, N.A. February 2004 - August 2008
State Street Bank & Trust Company December 1996 - October 2004
Linotype-Hell, AG July 1995 - December 1996
Digital Equipment Corporation October 1974 - July 1995
Skills
Relationship Management, Sales, Marketing, Investment Management, Equities, Fixed Income, Securities, Financial Markets, Asset Managment, Strategic Alliances, Mutual Funds, Financial Services, Investments, Derivatives, Asset Management, Sales Management, Global Custody, Corporate Actions, Securities Lending, Fund Administration, Fund Accounting, Banking, Bloomberg, Business Development, Start-ups, Back Office, Capital Markets, Middle Office, ETFs, Investment Banking, New Business Development, Series 63, Portfolio Management, Business Analysis, Trading Systems, Investment Strategies, FX Options, Bonds, Trading, Leadership, Alternative Investments, Equity Derivatives, Wealth Management, Foreign Exchange, Risk Management, Custodial Services, Surfing, Sailing, Real Estate, RFP Generation
Education
Rochester Institute of Technology
BS, Business Management and Graphics Technology
University of Florida August 2015 - Present
University of Florida August 2014 - Present
General Dynamics Advanced Information Systems June 2012 - July 2014
University of Massachusetts Amherst September 2010 - May 2012
State Street Bank & Trust Company June 2007 - August 2010
Skills
Matlab, Statistics, Applied Mathematics, R, Mathematical Modeling, Mathematica, Monte Carlo Simulation, Research, Teaching, Algorithms, Technical Writing, Data Analysis, Scientific Computing, C++, Public Speaking, Statistical Modeling, Python, Machine Learning, C, Probability, Systems Engineering, Linear Algebra, Mathematics, Linux, Requirements Analysis, Signal Processing, Bayesian statistics, Regression Analysis, LaTeX, High Performance..., Parallel Computing
Education
University of Florida 2014 — 2019
Doctor of Philosophy (PhD), Statistics, 3.96/4.0
University of Massachusetts, Amherst 2010 — 2012
MS, Applied Mathematics, 3.91/4.0
Cornell University 2003 — 2007
BA, Government, Economics
Newton South High School 1999 — 2003
Diploma
State Street Bank & Trust Company June 2014 - Present
Needham Parks & Recreation May 2010 - August 2014
Macy's December 2010 - January 2014
Holy Name Parish School April 2010 - May 2010
Skills
Multi Currency Horizon, Microsoft Excel, Microsoft Office
Education
College of the Holy Cross 2010 — 2014
Bachelor's of the Arts, Economics, 2014
The Roxbury Latin School 2004 — 2010
Harvard Medical School January 2009 - Present
Harvard Medical School November 2000 - January 2009
Harvard Medical School June 1999 - October 2000
Harvard Medical School October 1995 - June 1999
State Street Bank & Trust Company April 1994 - October 1995
State Street Bank & Trust Company June 1993 - March 1994
Skills
Research Administration, Non-profits, Grants, Managerial Finance, Higher Education, Research Compliance, Budgets, Federal Grants..., Grant Writing, Grant Administration, Research, Data Analysis, Financial Analysis, Program Development, Policy, Analysis, Finance, Administration, Policy Analysis, Financial Reporting, Proposal Writing, Project Planning, PeopleSoft, Nonprofits
Education
Boston College 1989 — 1993
BS
Communications, Ink June 1996 - Present
State Street Bank & Trust Company June 1993 - April 1996
Presidio Oil Company January 1990 - July 1992
Salomon Brothers September 1988 - January 1990
Mark Boyar & Company June 1987 - September 1988
Skills
Brand Development, Marketing Communications, Inbound Marketing, Social Media, SEO, Copywriting, SEO copywriting, Marketing Strategy, Market Research, Direct Marketing, Marketing Research, Email Marketing, Email Design, Brand Communication, Personal Branding, Corporate Branding, Social Media Marketing, Press Releases, Strategic Communications, Integrated Marketing, Marketing, Graphic Design, Newsletters, Brand Management, Strategy, Website Development, Internal Communications, Start-ups, Digital Strategy, Online Marketing, Strategic Planning, Digital Marketing, Online Advertising, Web Design, Web Analytics, Lead Generation, Mobile Marketing, InDesign, B2B Marketing, Web Content, Strategic Partnerships, Content Strategy, Brochures, SEM, Creative Direction, Interactive Marketing, Management, Advertising, Sales, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, International Marketing
Vassar College 1983 — 1987
AB, International Relations
Dwight Englewood 1977 — 1983
High School
Marriott International July 2015 - Present
Marriott International January 2013 - July 2015
Marriott International July 2011 - December 2012
Marriott International February 2008 - June 2011
State Street Bank & Trust Company 2005 - 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Organization Skills, Project Management, Project Planning, Event Management, Hotel Management, Corporate Communications, Corporate Finance, Fund Accounting
Education
Providence College 2001 — 2005
Bachelor's Degree, Finance, General
State Street Bank & Trust Company April 2013 - Present
State Street Bank & Trust Company November 2010 - April 2013
State Street Bank & Trust Company November 2008 - November 2010
State Street Bank & Trust Company August 2004 - November 2008
Skills
Financial Services, Mutual Funds, CRM, Process Improvement, Equities, Analysis, Fund Accounting, Fixed Income, Investments, Bloomberg, Financial Analysis, Microsoft Excel, Risk Management, Portfolio Management
Education
Providence College 2000 — 2004
B.S, Finance
Providence College
B.S, Finance
Ursuline Academy, High School
Parlux Fragrances LLC/LTD. August 2015 - Present
Bloomingdale's December 2014 - Present
Nestlé Nespresso July 2013 - November 2014
Clarins USA May 2012 - February 2013
L'Oreal fragrances November 2009 - 2012
Ricoh Business Solutions August 2011 - October 2011
Jenny Craig Weight Loss Center May 2007 - April 2010
State Street Bank & Trust Company March 1999 - March 2007
Skills
Coordination, Managing High..., Persuasion, Management of Financial..., Learning Strategies, Social Perceptiveness, Complex Problem Solving, Judgment and Decision..., Fluency of Ideas, Selling, Problem Solving, Judgment, New Business Development, High Performance Teams, Microsoft Excel, Retail, Leadership, Customer Service, P&L Accountability, Sales, Management, Merchandising, Sales Management, Account Management, Marketing, Training, Coaching, Sales Operations, Event Management, Public Speaking, B2B, Project Planning, Advertising, Market Research, Social Networking, IT Financial Management, Recruiting, Online Marketing, Marketing Strategy, Social Media Marketing, Human Resources, Store Management, Online Advertising, Email Marketing, Direct Sales, Team Leadership, Brand Development, Due Diligence, Time Management, Business Development
Education
Academy of Art University 2012 — 2014
Master of Fine Arts (MFA), Fashion Merchandising
Northeastern University
Bachelor of Science (B.S.), Public Affairs
The George Washington University
American Literature
Chaston Associates, Inc. July 2015 - Present
State Street Bank & Trust Company March 2013 - June 2015
SHasson, LLC July 2012 - January 2013
NFL Films May 2010 - August 2010
WTBU September 2009 - December 2009
More 4 Less June 2009 - August 2009
Skills
Bloomberg Terminal, Fund Accounting, Bank Loan Processing, Financial Analysis, Microsoft Excel, Market Research, Microsoft Word, PowerPoint, Facebook, Social Media, Video Editing, Avid Media Composer, Social Networking, Recording, Event Planning, Creative Writing, Broadcast, Radio, Video Production, Avid, Event Management, Sound, Marketing
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science and Business Administration, Finance and Marketing
Boston University - School of Management 2008 — 2012
PanAgora Asset Management June 2015 - Present
State Street Bank & Trust Company 2010 - 2012
State Street Bank & Trust Company 2008 - 2010
State Street Bank & Trust Company 2007 - 2008
Investors Bank & Trust (now State Street) 2003 - 2007
Independence Investments LLC 2000 - 2003
PanAgora Asset Management 1988 - 2000
Skills
Strategic Planning, Process Improvement, Team Building, Business Analysis, Cross-functional Team..., Risk Management, Superior Client Service, Operations Management, Increasing Operational..., Leadership, Coaching Staff, Development Of Employees, Oral & Written..., Organization &..., Resume Writing, Compliance, Manage Client..., Project Management, Investments, Outsourcing, Relationship Management, Mutual Funds, Management, Leadership Development, Career Counseling, Securities, Training, Financial Risk, Corporate Actions, Equities, Banking, Financial Services, Client Services, CRM, Communication
Education
Bridgewater State University
Bachelor of Arts (BA)
Farm Credit Services of America July 2015 - Present
Farm Credit Services of America December 2014 - July 2015
State Street Bank & Trust Company May 2014 - October 2014
Northwestern Mutual June 2010 - April 2014
SHAZAM Network - ITS, Inc. August 2008 - March 2009
Veridian Credit Union September 2006 - August 2008
Skills
Employee Benefits, Financial Analysis, Marketing, Time Management, Retirement, Investments, Leadership, Social Networking, Life Insurance
Education
University of Northern Iowa
Upper Iowa University
Bachelor's degree, Psychology
The Hub Discount, Inc. October 2014 - Present
Market Basket Grocery Chain November 2013 - May 2014
State Street Bank & Trust Company June 2011 - June 2012
Pioneer Investments August 2010 - December 2010
Fidelity Investments 1994 - 2008
Boston Coach 1992 - 1996
TransWorld Airlines 1990 - 1995
Neiman Marcus 1986 - 1988
Skills
Fixed Income, Visio, SharePoint, Investments, Access, Mutual Funds, Portfolio Management, Process Improvement, Financial Services, Customer Service, Equities, Business Analysis, Financial Analysis, Securities, Research, Sales
Education
New Horizons Boston 2008 — 2010
Computer Science Courses
Suffolk University
BSBA, Business
Taxware June 2014 - Present
Taxware January 2014 - June 2014
Independent HP NonStop/Tandem Consultant April 2010 - June 2012
Bank of America June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation January 1995 - February 2007
Harte-Hanks Data Technologies July 1991 - June 1994
State Street Bank & Trust Company November 1989 - November 1990
Fidelity Investments October 1988 - September 1989
Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading
Education
Harvard University 1990 — 1994
C.S.S., Administration & Management
Boston University 1991 — 1991
Focused Programmer Develpoment Process
Bentley University 1983 — 1987
B.S., Computer Information Systems
State Street Bank & Trust Company February 2014 - Present
State Street Bank & Trust Company February 2013 - February 2014
State Street Bank & Trust Company March 2012 - February 2013
State Street Bank & Trust Company January 2011 - March 2012
Skills
Bloomberg, Fixed Income, Derivatives, Mutual Funds, Accounting, Microsoft Excel, Bloomberg Terminal, Fund Accounting
Education
University of Missouri-Kansas City 2013 — 2015
Master of Science (MS), Finance, General
University of Missouri-Kansas City 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
William Woods University 2007 — 2009
Bachelor's Degree, Economics and Finance
Eastern Research Group, Inc. May 2013 - Present
Percussion Software June 2012 - October 2012
NetCracker May 2012 - June 2012
InfraReDx December 2010 - March 2012
InfraReDx October 2009 - March 2012
Reed Business Information May 2009 - October 2009
Lionbridge Technologies, Inc. August 2008 - March 2009
JPMorgan Chase July 2008 - August 2008
University of Massachusetts Lowell 2006 - 2008
STATE STREET BANK & TRUST COMPANY June 2007 - August 2007
Skills
General Ledger..., Journal Entries, Reconciliations, Accounts..., Month and Year End..., Corporate..., Fixed Assets, Prepaids and Accruals, Travel Expense..., Audit Prep/Support, Cash Management, General Ledger, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Finance, QuickBooks, Management, ADP Payroll, PeopleSoft, Variance Analysis, Analysis, Financial Statements, Payroll, Great Plains Software
Education
University of Massachusetts Lowell 2005 — 2008
Bachelor of Science, Business Administration, Finance
Middlesex Community College 2001 — 2004
Associate of Science, Liberal Science
Optima Bank & Trust September 2011 - Present
RMPI Consulting LLC April 2011 - September 2011
RMA - New England Chapter August 2006 - August 2011
GB Advisors Group December 2010 - March 2011
Boston Private Bank May 1998 - June 2010
BANKBOSTON, N.A., Boston, MA 1996 - 1998
BAYBANK, N.A., Burlington, MA 1989 - 1996
STATE STREET BANK & TRUST COMPANY January 1987 - January 1989
Skills
Credit Risk, Credit Analysis, Loan Structuring, Credit, Executive Management, Policy, Analysis, Credit Administration, Portfolio Management, Loans, Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Compliance, Real Estate, Risk, Due Diligence, Commercial Banking, Workout, Microsoft Office, Debt, Restructuring, Private Banking, Commercial Credit, Financial Modeling, Small Business Lending, Asset Based Lending, Customer Relations, Real Estate Finance, Middle Market, Commercial Mortgages, Mortgage Lending, Structuring, Construction Loans, Problem Solving, Financial Risk, Finance, Investments, Real Estate Economics, Commercial Real Estate, Consumer Lending, Lines Of Credit, Cash Flow, Retail Banking, Loan Origination, Financial Institutions, Asset Management, Real Estate Financing
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1986
Major -BA - Economics; Minor - Business Administration, Economics
Brown Brothers Harriman January 2015 - Present
State Street Bank & Trust Company September 2006 - December 2014
Eastern Bank July 2004 - September 2006
Skills
Auditing, Management, Financial Reporting, Customer Service, Corporate Finance, Financial Analysis, Risk Management, Asset Management, Valuation, Financial Modeling, Business Development, Alternative Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance, General
Bowdoin College 2000 — 2004
Bachelor of Arts, Economics
State Street Bank & Trust Company January 1992 - January 2010
Skills
Banking, Customer Service, Management, Leadership, Nonprofits, Microsoft Office, Strategic Planning, Microsoft Word, Public Speaking, Training, Research, Fundraising, Writing and Editing
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor's degree, Psychology
Thomson Reuters April 2012 - December 2012
State Street Bank & Trust Company February 2001 - August 2011
State Street Bank August 2000 - February 2001
Perot Systems (Harvard Pilgrim Health Care) January 1999 - August 2000
Skills
Word, Excel, Access, PowerPoint, Microsoft Office, Cantonese, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Analysis, Databases, Valuation, Accounts Payable, Visio, Management
Education
UMass Boston 1998 — 2002
Bachelor of Arts (B.A.), Economics
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts, Economics
Independence Bancshares, Inc December 2012 - Present
Thomas H. Lee Partners January 2011 - December 2012
Paramax Capital Partners October 2003 - January 2011
Citigroup Global Markets, Inc March 2001 - August 2003
IBEX Capital Markets July 1996 - March 2001
State Street Bank & Trust Company 1991 - 1996
John Hancock Real Estate Finance August 1990 - 1991
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Investments, Valuation, Alternative Investments, Corporate Finance, Credit, Bank Mergers, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Mobile Payments, Payments, Telecommunications, Software, Auditing, Regulatory Affairs, Regulations, FASB, Board Governance, Compliance, Commercial Lending, Consumer Lending, Chartered Financial..., Treasury Management, Bankcard, Credit Cards, POS, Capital Structure, Real Estate Financing, Mortgage Lending, Loan Servicing, Special Servicing, Infrastructure, Mobile Banking, International Banking..., Platform Architecture, SOA, Payment Card Processing, iPhone Application..., Blackberry applications, Android Development, Mule ESB, eCommunications, Payment Systems, Payment Gateways
Education
Emory University 1986 — 1990
Bachelor's degree, Economics & Art History
Middlesex School 1982 — 1986
State Street January 1990 - Present
State Street Bank & Trust Company 1990 - Present
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Corporate Actions, Hedge Funds, Alternative Investments, Derivatives, Financial Services, Global Custody, Fund Accounting
Education
University of Massachusetts Dartmouth 1986 — 1990
RS Advisory LLC September 2013 - Present
Merriman Capital, Inc. November 2013 - Present
Envestnet Retirement Solutions LLC August 2013 - Present
FinaConnect Inc October 2012 - Present
Distribution Networks November 2012 - September 2013
SunGard Wealth Management 2008 - October 2012
SunGard Transaction Network 2004 - 2008
SunGard Transaction Network 2001 - 2004
SunGard Transaction Network 1998 - 2001
State Street Bank & Trust Company 1994 - 1998
Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology
Education
Bentley University 1997 — 1998
MBA, International Business
Colby College 1989 — 1993
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) March 2013 - Present
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) February 2008 - February 2013
OpenPages, Inc. 2005 - 2007
Upromise Investments 2004 - 2005
Talent IT Services May 2003 - April 2004
State Street Bank & Trust Company June 2001 - November 2001
Entigo December 1999 - February 2001
Highmark Life and Casualty Group (BCBS) September 1997 - November 1999
GALT Technologies October 1996 - August 1997
Xpert Computers November 1993 - December 1994
Skills
Agile Methodologies, XML, SQL, Java, SDLC, Software Development
Education
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Boston University Questrom School of Business October 2014 - Present
Boston University July 2007 - November 2014
MWRA January 1989 - July 2007
KPMG/Nolan Norton 1987 - 1989
State Street Bank & Trust Company 1985 - 1987
Skills
Microsoft Office, Data Analysis, Higher Education, Teaching, Wordpress, Strategic IT Management, ERP Software, Consulting, Environmental..., Mentoring, Business Systems..., Access, Program Management, Leadership, Analysis, Data Center, WordPress, E-Learning, Databases, Research, Training, Staff Development, Strategy, Microsoft Word, SPSS, PowerPoint, ERP, Microsoft Excel, Technical Writing, Public Speaking, Management, Facebook, Statistics, Strategic Planning, Event Planning, Social Networking, Mac OS X, Student Affairs
Education
Suffolk University - Sawyer Business School
MPA
Suffolk University - Sawyer Business School
Grad Certific, Computer Information systems
Westfield State University
BSE, EL Ed/Spec Ed
Retired May 2011 - Present
Fifth Third Bank 2005 - May 2011
Sterling National Bank 2002 - 2005
Fleet National Bank/Fleet Boston 1998 - 2002
Citibank, N.A. 1989 - 1998
State Street Bank & Trust Company 1987 - 1989
First National Bank of Boston 1969 - 1986
Skills
Credit, Commercial Banking, Trade Finance, Commercial Lending, Treasury Management, Asset Based Lending, Cash Management, Financial Risk, Letters of Credit, Middle Market, Finance, Small Business Lending, Factoring, Relationship Management, Lines Of Credit, Financial Institutions, Treasury Services, Banking, Loans, Project Finance, Business Development, Emerging Markets, Private Equity, Financial Structuring, Trading, Financial Services, Loan Origination
Education
Northeastern University 1968 — 1971
MBA, Business
University of Southern California - Marshall School of Business 1964 — 1968
BS, Finance
Tabor Academy 1960 — 1964
Deutsche Asset Management November 2004 - Present
Manulife Financial October 1998 - November 2004
JP Morgan Chase August 1996 - August 1998
State Street Bank & Trust Company 1990 - 1996
Skills
Compliance Testing, Process Engineering, Management, Fund Administration, Mutual Funds, Fund Accounting, Financial Services, Alternative Investments, Asset Management, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Securities
Education
University of Rhode Island 1982 — 1986
BS, Phys Ed - Health & Fitness
Lexington High School 1977 — 1980
High School, College Prep
John Hancock Investments September 2014 - Present
State Street Bank & Trust Company January 2007 - February 2009
Education
College of the Holy Cross 1979 — 1983
22'nd Century Consulting January 2003 - Present
22'nd Century Consulting January 2003 - Present
Prudential Securities June 2001 - June 2002
Bank One, Capital Markets Group November 1994 - December 1998
State Street Bank & Trust Company January 1989 - October 1994
First Interstate Bank January 1987 - January 1989
Valuation Research Corporation January 1986 - January 1987
Union Bank of California January 1982 - January 1986
Education
California State University-Northridge
B.S, Business Administration & Marketing
Morgan Stanley 2008 - Present
Investors Bank & Trust / State Street Global Markets August 2002 - January 2008
MetLife / NEF January 2000 - April 2002
Scudder Financial Services Inc. October 1996 - January 2000
New England Securities September 1990 - October 1996
Shaerson Lehman Bros. March 1989 - July 1990
State Street Bank & Trust Company November 1987 - December 1988
Education
Suffolk University 1984 — 1987
State Street March 2015 - Present
State Street Global Markets October 2010 - Present
State Street Global Markets 2003 - Present
State Street Bank & Trust Company 2003 - Present
State Street Bank 2003 - Present
State Street February 2006 - September 2010
SunTrust Bank 2000 - 2003
JPMorgan Chase 1995 - 2000
Skills
Fixed Income, Currency, Hedge Funds, Foreign Exchange, Investments, FX Options, Asset Management, Bloomberg, Derivatives, Capital Markets, Trading, Equities, Financial Markets, Options, Electronic Trading
Education
Emory University - Goizueta Business School 2001 — 2004
MBA
Duke University 1988 — 1992
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
State Street August 2014 - Present
State Street Bank and Trust Company February 2010 - Present
State Street Bank & Trust Company 2010 - Present
State Street 1994 - 2010
Education
University of Massachusetts Boston 1986 — 1990
BS, Management
Shire Pharmaceuticals March 2002 - Present
Lialda, and Pentasa March 2002 - Present
Broadcast Electronics April 1997 - March 2002
Broadcast Electronics April 1997 - March 2002
Broadcast Electronics March 1997 - March 2002
State Street Bank & Trust June 1992 - April 1997
State Street Bank & Trust Company June 1992 - March 1997
Skills
Gastroenterology, Nephrology, Neurology, Psychiatry, Pediatrics, Sales Management, Territory, Pharmaceutical Sales, Hospital Sales, Sales Operations, Selling, Selling Skills, Urology, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Sales Force Development, Sales Presentations, Account Management, Product Launch, Leadership, Training, Management, Sales
Education
B.S. Quincy University 1994 — 1997
Bachelor of Science (B.S.) Marketing, Business Marketing
Quincy University 1994 — 1997
Bachelor Science, Business Marketing
John L. Scott Woodinville May 2014 - Present
Bray Realty March 2011 - May 2014
Mancini & Co January 2009 - May 2010
MetLife Auto & Home May 2000 - January 2008
State Street Bank & Trust Company May 1998 - May 2000
MetLife Auto & Home March 1997 - May 1998
Skills
Process Improvement, Access, Customer Service, Outlook, Microsoft Excel, Financial Analysis, Business Analysis, Team Building, Customer Satisfaction, Program Management
Education
University of Phoenix 2009 — 2011
Bachelors, Finance
University of Phoenix 2006 — 2009
Associates of Arts, Business
Ocean State Business Institute 1990 — 1991
Diploma, Information Processing
Try Laughter! Inc. 2000 - Present
State Street Bank & Trust Company June 1980 - Present
Education
Illinois State University 1975 — 1977
BS, Adm of Parks & Recreation
Citizens Commercial Banking May 2015 - Present
MFS Investment Management June 2006 - April 2015
MFS Investment Management 2003 - 2006
State Street Bank & Trust Company 1998 - 2003
Chase Global Funds Services Co. 1997 - 1998
Skills
Equities, Finance
Education
Massachusetts School of Law 1992 — 1995
JD, Law
University of Iowa 1988 — 1992
BBA, Finance
State Street Bank & Trust Company January 2015 - Present
State Street January 2014 - Present
State Street Bank April 2008 - January 2013
State Street Bank April 2004 - April 2008
State Street Bank April 1999 - April 2004
Fleet Bank April 1997 - April 1999
Skills
Audit, AML, Compliance, OFAC, Risk Assessment, Internal Controls, Microsoft Office, Auditing, Hedge Funds, Internal Audit, Financial Risk, Asset Management, Securities, Investments, Operational Risk..., Operational Risk, Financial Services, Portfolio Management, Risk Management, Anti Money Laundering
Education
Salem State University 1984 — 1988
B.S, Criminal Justice
Embry-Riddle Aeronautical University 1982 — 1983
Aeronautical Science
Marblehead High School 1980 — 1982
Tower 1971 — 1979
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank February 2004 - February 2015
Silicon Valley Bank December 1999 - February 2004
State Street Bank & Trust Company January 1996 - October 1998
State Street Bank & Trust Company September 1992 - December 1995
State Street Bank & Trust Company January 1990 - August 1992
Skills
Credit Analysis, Financial Analysis, Venture Capital, Management, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit, Relationship Management, Financial Services, Global Cash Management, Treasury Services
Education
Boston College 1995 — 1999
Bachelor degree, Business Administration
Wipro March 2012 - March 2014
State Street Global Corporation March 2000 - March 2012
State Street Bank & Trust Company May 1983 - March 2000
Skills
Investment Banking, Project Management, IT Management, Custromer Service, Technical Analysis, Technical Support, Computer Networking, Training & Development, Disaster Recovery, Microsoft SQL Server, Oracle, Solaris, Unix, SDLC
Education
Massasoit Community College
Associate of Science (A.S.), Computer Technology
Walmart Stores Inc October 2014 - Present
Wal-Mart January 2014 - October 2014
Bank of tthe West January 2012 - January 2014
State Street Bank & Trust Company August 2006 - January 2012
Rockland Trust Company July 2002 - August 2006
State Street November 1998 - July 2002
Bank One December 1991 - November 1998
Skills
Regulations, Training, Securities, Bank Secrecy Act, Operations Management, Business Analysis, Banking, Risk Management, AML, OFAC, Loans, Financial Services, Sanction, Management, USA PATRIOT Act, Operational Risk, KYC, Operational Risk..., Mutual Funds, FINRA, Financial Risk, Anti Money Laundering, Financial Institutions
Education
Muskingum College 1983 — 1986
BA, Economics and Political Science
State Street April 2014 - Present
State Street Bank August 2007 - Present
State Street Bank & Trust Company July 2005 - August 2007
Computershare March 2000 - June 2005
Skills
Financial Services, Financial Analysis, Financial Reporting, Banking, Risk Management, SDLC, Account Reconciliation, Customer Service, Team Leadership, Cross Functional Team..., Leadership Development, Operations Management, Organizational..., Client Relations, Change Management, Cross-functional Team..., Operational Risk, Finance, Microsoft Excel
Education
Bridgewater State College 2000 — 2005
Business, Operations Management
Norton High School 1996 — 2000
Fidelity Investments December 2010 - Present
Oco, Inc. August 2010 - September 2010
State Street Bank & Trust Company April 2008 - February 2009
Skills
Recruiting, Human Resources, Asset Management, Securities, Business Intelligence, Investments, Business Analysis, Financial Modeling, Management, Financial Analysis
Education
Northeastern University 2009 — 2010
Masters, Leadership/Human Resources
Northeastern University 2005 — 2008
Bachelor, Business Administration & Management
Relationship Management 2007 - 2014
State Street Bank & Trust Company 2009 - April 2013
State Street Bank & Trust Company 2007 - 2009
Investors Bank & Trust Company 2003 - 2007
Investors Bank & Trust Company 2001 - 2003
Investors Bank & Trust Company 1997 - 2001
State Street Bank & Trust Company 1991 - 1997
Skills
Securities, Wealth Management, Relationship Management, Banking, Trading, Financial Analysis, Business Analysis, Fixed Income, Financial Services, Process Improvement, Outsourcing
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
State Street Bank & Trust Company December 2014 - August 2015
National Quality Review January 2011 - October 2014
State Street Bank December 1999 - February 2009
state street 1999 - 2009
Skills
Mutual Funds
Education
Bryant University 1982 — 1986
Framingham State University
BA, Economics
U.S. Bank Account ManagerUS Bank2003 - Present
State Street Bank & Trust Company July 1993 - January 2003
Corestates Bank January 1986 - July 1993
Education
University of Miami - School of Business 1965 — 1974
BBA - Accounting, Accounting
Computershare November 2013 - September 2014
Saint Albert the Great Parish February 2012 - November 2013
Commonwealth of Massachusetts February 2009 - July 2009
New York Life Retirement Plan Services March 2008 - September 2008
Boston Financial Data Services, Inc. April 2002 - November 2007
Trustar Retirement Services January 1996 - April 2002
State Street Bank & Trust Company 1984 - 1995
Skills
Business Analysis, Employee Benefits, Mutual Funds, Financial Services, 401k, Retirement, SDLC, CRM, Finance, Relationship Management, Risk Management, Retirement Planning, Investments, Client Services
Education
Suffolk University 1980 — 1984
BSBA, Management
Massasoit Community College 2012 — 2013
Human Resources Certificate
U.S. Bank National Association Vice PresidentUS Bank1993 - Present
U.S. Bank 1993 - Present
State Street Bank & Trust Company July 1993 - January 2003
State Street Bank 1993 - 2002
CoreStates Bank 1986 - 1993
Skills
Banking, Risk Management, Credit, Loans, Corporate Trust, Securities, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Lending, Capital Markets, Securitization, Mortgage Lending, Bonds, Relationship Management, Structured Finance
Education
University of Miami - School of Business 1965 — 1974
BBA, Accounting
ABN AMRO, Inc September 2004 - Present
ABN AMRO, Inc September 1999 - August 2004
Spry & Co June 1997 - June 1999
State Street Bank & Trust Company December 1992 - December 1996
State Street Bank & Trust Company July 1989 - November 1992
State Street Bank & Trust Company May 1987 - June 1989
Education
Northeastern University
Master of Business Administration, Management
University of Rhode Island
Bachelor of Arts, Speech Communication
State Street Bank & Trust Company 2005 - Present
State Street 2005 - 2005
State Street Bank 2003 - 2005
State Street Bank 1998 - 2003
Education
Bryant College 1986 — 1988
BA, Business Administration
Florida International University - College of Business Administration 1984 — 1986
Business Administration
State Street Bank May 2011 - Present
State Street Bank & Trust Company January 2006 - May 2011
State Street Bank & Trust Company November 2002 - January 2006
State Street Bank & Trust Company January 2000 - November 2002
Investors Bank & Trust January 2000 - November 2002
First Data Corporation January 1998 - December 1999
First Data Corporation June 1996 - January 1998
State Street Bank & Trust Company May 1994 - June 1996
Skills
Financial Reporting, Mutual Funds, Fund Administration, SEC reporting, Investment Operations, Internal Controls, Accounting, Financial Statements, US GAAP, Risk Management, Investments, SEC filings, Financial Services
Education
University of Massachusetts Lowell 1988 — 1992
Bachelor of Science, Marketing
State Street Bank & Trust Company January 2015 - Present
State Street Bank October 2013 - January 2015
State Street August 2009 - August 2013
Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Equities, Alternative Investments, Asset Management, Bloomberg Terminal, Private Equity, Bonds, Portfolio Management, Derivatives, Relationship Management, Securities, Hedge Funds
Education
Amherst College 2005 — 2009
BS, Political Science
Daniel Hand 2001 — 2004
Bachelor of Science (BS), Political Science and Government
AdvancePierre Foods January 2015 - Present
AdvancePierre Foods, Inc. July 2012 - Present
Barber Foods January 2011 - June 2012
Barber Foods August 1997 - June 2012
Barber Foods May 1996 - July 1997
Forum Financial Group 1994 - 1996
State Street Bank & Trust Company 1990 - 1994
Skills
Treasury Management, Internal Controls, Cash Flow Forecasting, ACH, Electronic Funds..., Analytical Skills, Sales & Use Tax..., Communication, Bank Relationship..., Process Improvement, Institutional..., Cross-functional..., SAP Implementation, Acquisition Integration, Accounting, Credit Analysis, Disbursement
Education
Bentley University 1986 — 1990
Bachelor of Science, Finance
Richmond, The American International University in London
International Business
Power Objects 2014 - Present
Optimum Healthcare January 2013 - December 2013
Express Scripts-Medco October 2012 - December 2012
Xcel Energy Corp November 2011 - September 2012
Ameriprise Financial January 2011 - November 2011
TARGET CORPORATION January 2010 - December 2010
State Street Bank & Trust Company January 2007 - December 2009
Skills
Microsoft CRM, Business Analysis, Business Planning, Banking, Business Intelligence, Software Project..., Software Implementation, Business Strategy, Healthcare, Data Analysis, Data Migration, Data Warehousing, Microsoft Word, Microsoft Project, Visio, Accounting, Customer Service, Applicant Tracking..., Management, Leadership, Consulting, CRM, SDLC, Recruiting, Process Improvement, Sourcing, Talent Acquisition, Team Leadership
Education
Middlesex University
Bachelor's Degree, Accounting and Economics, 3.95
University of Oxford - Said Business School
Master of Business Administration (M.B.A.), Business Administration and International Trade, 3.90
The Boston Company Asset Management, LLC a division of the Bank of NY / Mellon 1995 - 2009
The Boston Safe Deposit and Trust Company 1994 - 1995
State Street Bank & Trust Company 1990 - 1994
Skills
Finance, Accounting
Education
University of Massachusetts Boston 1985 — 1987
BS, Accounting
State Street Bank & Trust Company Fund AccountantState Street CorporationOctober 2014 - Present
JPMorgan Chase, Philippine Global Service Center October 2012 - June 2014
BNW Gasoline Station Service Complex January 2010 - February 2012
Skills
MS Word, Excel,..., Bloomberg Terminal, Reuters pricing and...
Education
De La Salle University
Bachelor of Science, Business Management
State Street Bank & Trust Company 2009 - Present
State Street Bank & Trust Company 2004 - 2009
Sovereign Bank 2002 - 2004
BankBoston 1997 - 2000
Skills
Credit Analysis, Finance, Financial Analysis, Financial Risk, Credit, Banking, Risk Management
Education
Northeastern University 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
PMWeb, Inc. February 2013 - Present
Shaw’s Supermarkets January 2009 - Present
American Renal Management, LLC January 2005 - Present
Netzsch Instruments, Inc January 2002 - January 2003
Hamilton, Brook, Smith & Reynolds, P.C January 2001 - January 2002
Investors Bank & Trust Company January 2000 - January 2001
State Street Bank & Trust Company January 1998 - January 2000
Skills
Computer Expertise,..., Future Elementary..., Sales, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Entry, Customer Service, Time Management, Research, QuickBooks, Access, Telephone Skills, Budgets, Cashiering
Education
Lesley University 2012 — 2015
Master, Elementary Education
Bentley College 1993 — 1997
Bachelor of Arts, English
Bay State Savings Bank October 1989 - Present
State Street Bank & Trust Company September 1988 - September 1989
Skills
Account Reconciliation, Finance, Accounting, Variance Analysis, Accounts Payable, General Ledger
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's Degree, Mathematics and Statistics with a minor in Accounting