State Street Bank and 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 and 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 and Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State Street Bank and Trust Company Employees
Wells Fargo Securities January 2010 - Present
Wells Fargo Bank May 2006 - December 2009
Banc of America Securities 2003 - May 2006
Fleet Securities, Inc. 2000 - 2004
Fleet Bank 2000 - 2003
State Street Bank and Trust Company June 1993 - May 2000
Skills
Credit Analysis, Investment Banking, Leveraged Finance, Private Equity, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance, Due Diligence, Financial Analysis, Banking, Series 7, Loan Origination, Credit Risk, Underwriting, Commercial Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1985 — 1989
B.S., Biology
Amazon September 2014 - Present
Prometric 2008 - September 2014
Thomson Learning - Prometric 2005 - 2008
Thomson Learning - Prometric 2003 - 2005
Citi 2002 - 2003
Thomson Financial 1998 - 2002
State Street Bank and Trust Company 1994 - 1998
Japanese Exchange and Teaching Program 1991 - 1994
Skills
Program Management, Vendor Management, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Business Analysis, SDLC, Project Management, Management, Process Improvement, Business Process..., Product Development, Project Planning, Sales, Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF, Finance, General
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Management
Shriners Hospitals for Children - Boston 2011 - Present
Boston University College of Communications January 2012 - Present
Shriners Hospitals for Children June 2011 - Present
The Sugden Group October 2009 - June 2011
Shriners Hospitals for Children June 2008 - November 2009
Irish Bank Resolution Corporation Limited 2008 - 2009
Wachovia Bank, N.A. January 2006 - January 2008
STATE STREET BANK AND TRUST COMPANY January 1995 - January 2002
Bank of Boston 1972 - 1995
Skills
Mergers, Asset Managment, Strategic Planning, Banking, Risk Management, Portfolio Management, Mergers & Acquisitions, Integrity, Corporate Finance, Strategy, Asset Management, Program Management, Leadership, Product Marketing, Management, Coaching, Management Consulting, Healthcare, Business Strategy, Executive Management, Entrepreneurship, Financial Analysis, Budgets, Business Development, Analysis, Business Planning, Research, Fundraising, Team Building, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1981 — 1985
MBA, Marketing
University of the South School of Theology
U.S. Bank January 2003 - Present
State Street Bank and Trust Company March 1986 - December 2002
Skills
Corporate Trust, Asset Management, Securities, Investments, Customer Service, Financial Services, Equities, Cash Management, Financial Analysis, Mutual Funds, Wealth Management, Finance, Derivatives, Fixed Income, Bonds, Process Improvement
Education
Salem State University 1977 — 1980
Central 1 Credit Union July 2013 - Present
Estonian (Toronto) Credit Union Ltd. November 2009 - January 2012
State Street Bank and Trust Company September 2007 - November 2009
Skills
Financial Modeling, Commercial Banking, Relationship Management, Corporate Finance, Business Analysis, Valuation, Financial Analysis, Investments, Equities, Commercial Lending, Portfolio Management, Capital Markets, Banking, Mutual Funds
Education
Ivey Business School at Western University
MBA, Business Administration
Western University 2002 — 2006
BMOS, Management, Finance
Freddie Mac 2005 - 2014
PFPC Financial Services Incorporated 2004 - 2005
JPMorgan Chase 1997 - 2005
State Street Bank and Trust Company 1994 - 1997
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Account Reconciliation, Financial Modeling, Risk Management, Cash Management, Process Improvement, Business Analysis, PeopleSoft, US GAAP, General Ledger, Fund Accounting, Requirements Gathering, Risk Assessment, Requirements Analysis, Financial Accounting, Quality Auditing, User Acceptance Testing, Mutual Funds, Corporate Actions, Microstrategy, Microsoft Office, Change Management, Operations Management, Financial Risk..., SQL, Database Queries, Journal Entries, Securitization, Financial Audits, Business Process...
Education
Curry College 1989 — 1994
Bachelor's Degree, Business Management, Dean's List, Cum Laude, 3.37
Charles Rutenberg Realty Inc. August 2013 - Present
Taylor Solutions LLC October 2007 - 2012
New York Law Firms 2006 - 2008
Bank of America 2005 - 2006
William Pitt Mortgage formerly Sterling Capital 2003 - 2005
DiCarta Inc. (Internet Startup) 2001 - 2002
Third Voice Inc (Internet Startup) 2000 - 2000
State Street Bank and Trust Company 1998 - 2000
Skills
Buyer's Agent, Selling, Buyers, rentals, Brownstones, First Time Home Sellers, Townhomes, Apartments, Real Estate Transactions, Short Sales, Investments, Loans, Real Estate Economics, Real Estate Financing, First Time Home Buyers, Property Management, Investment Properties, Credit, Banking, Asset Managment, Listings, Condos, Luxury Homes, Negotiation, Mortgage Lending
Education
Boston College Law School
JD, Law
Emerson College
B.S., Journalism
Staples High School
High School Diploma, Westport, CT
Town of Weymouth September 2004 - Present
State Street Bank and Trust Company May 1983 - November 1991
Skills
Microsoft Word, Social Media, Leadership, Customer Service, Grant Writing, Employee Relations, Employee Benefits, Program Management, Team Building, Public Administration, Policy, Public Speaking, Community Outreach, Research, Budgets
Education
Suffolk University 1979 — 1983
Bachelor Science in Business Administration, Business Management/Marketing
TD Bank NA June 2013 - Present
State Street Bank and Trust Company July 2011 - Present
TruColor Capital Management April 2011 - Present
TD October 2012 - June 2013
Regent National Bank, N.A. 1994 - 1998
Office of the State Bank Commissioner, Dover, DE 1991 - 1994
GTE Service Corporation 1988 - 1989
Skills
Analysis, Leadership, Technical Writing, Banking, Business Planning, Forecasting, Financial Services, Finance, Accounting, Dodd-Frank, Contractual Agreements, Regulatory Submissions, Organizational Design
Education
University of Delaware 1989 — 1991
MBA, Finance
University of Pittsburgh School of Law 1984 — 1987
JD, Business Law
Lehigh University 1980 — 1984
BS, Finance
State Street Bank and Trust Company February 2011 - Present
Skills
Investments, International Relations, Aerospace, Bloomberg Terminal, Financial Modeling, Aviation, Bloomberg, Reuters 3000, Asia Pacific, Statistical Data..., Financial Analysis, Start-ups, Macroeconomics, Microeconomics, Industry Trend Analysis, Financial Statements, Emerging Markets, Regulatory Compliance, Global Regulatory..., Confidentiality..., Competitor Analysis, Forecasting, Microsoft Excel, Microsoft Word, PowerPoint, Probability Testing, Hypothesis Testing, Correlation Analysis, Regression Analysis, Business Cycle, International Trade, Capital Investment..., Market Forces on Supply..., Measuring National..., IFRS, GAAP, Financial Policies &..., Financial Risks, Research, Microsoft Office, Analysis, Leadership, Process Improvement, Accounting, Business Analysis, Finance, Customer Service, Team Leadership
Education
McMaster University 2006 — 2010
Bachelor of Arts (Hons), Economics and Political Science
CFA Institute
Chartered Financial Analyst (CFA) Level 2 Candidate
Stanford University
Online, How to Start a Startup
Kale Realty March 2012 - Present
Re3 Global Group Ltd September 2007 - Present
Evergreen Group Int'l April 2001 - Present
KPMG Consulting, Inc May 1999 - March 2001
American Management Systems January 1997 - March 1998
SunGard Employee Benefit Systems July 1996 - December 1996
SunGard Investment Administration Services January 1996 - June 1996
State Street Bank and Trust Company January 1993 - December 1995
Comerica Bank January 1985 - January 1993
Kmart Corporation July 1975 - December 1984
Skills
Retail, Business Development, Insurance, Relationship Management, Government, Marketing, Benefits Administration, Securities, Internet Software, Trading Systems, Billing Systems, General Ledger, Software Development, Software Documentation, Software Project..., Software Design, Software Installation, Software Quality..., Client Development, Business Process Design, Change Management, Product Development, International, Managing Start-ups
Education
Macquarie University
Diploma, Superannuation Management
Michigan State University
BA, Marketing
University of Michigan - Stephen M. Ross School of Business
MBA, CIS & Accounting
Accenture July 2010 - Present
State Street Bank and Trust Company June 2008 - August 2009
Skills
Business Process Design, Business Process..., Quality Management, Quality Assurance, Software Licensing, Project Team Management, Off-shore Team..., Strategic Planning, Business Analysis, Preparation of Business..., Leadership, Microsoft Office, Market Research, Integration, Business Process, Management Consulting, Microsoft Excel, PowerPoint, Customer Service, Networking, Sales
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration:Finance
Griffith College Dublin 2009 — 2009
Business Administration
Commerce Bank & Trust Company April 2013 - Present
United States Soccer Federation 2003 - Present
Commerce Bank & Trust Company December 2007 - April 2013
Century Bank February 2004 - November 2007
Merit Staffing Resources December 2002 - February 2004
Mellon Bank November 1999 - December 2002
BankBoston 1996 - 2000
First NH Bank 1993 - 1996
Barclays Bank Plc 1987 - 1993
State Street Bank and Trust Company 1984 - 1987
Skills
Commercial Banking, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit Risk, Cash Management, Underwriting, Risk Management, Financial Structuring, Finance, Wealth Management, Business Planning, Lines Of Credit, Financial Risk, Retail Banking, Small Business, Financial Modeling, Commercial Mortgages, Business Development, Mortgage Banking, Mergers & Acquisitions, Capital Markets, Small Business Lending, Relationship Management, Insurance, Sales, Real Estate, Corporate Finance, Investment Banking, Asset Based Lending, Management, Asset Managment, Mortgage Lending, Due Diligence, Mergers, Cash Flow, Strategic Financial..., Financial Services, Equities, Consumer Lending, Investments, Loan Origination, Valuation, Executive Management, Middle Market, Funding, Commercial Lending
Education
Duke University - The Fuqua School of Business 1978 — 1980
MBA, Finance
Boston College 1969 — 1973
BA, History
C&S Wholesale Grocers August 2014 - July 2015
Gibson's Bookstore July 2011 - September 2013
Giorgio’s Ristorante Corp. October 2009 - April 2011
Butenhof & Bomster, PC July 2007 - April 2011
State Street Bank and Trust Company August 2001 - September 2003
Thornburg Investment Management July 1999 - July 2000
BT Alex. Brown August 1997 - July 1999
State Street Bank and Trust Company March 1993 - July 1997
Skills
Financial Accounting, Financial Reporting, Accounting, Public Sector Accounting, Accounts Receivable, Accounts Payable, Collections, Inventory Control, Bank Reconciliation, Payroll, ADP Payroll, Payroll Taxes, Workers Compensation, Disability Insurance, Health Insurance, QuickBooks, Peachtree (now Sage 50), Microsoft Office, PowerPoint, Financial Statements
Education
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.906 GPA
Manchester Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 4.0 GPA
inVentiv Health June 2011 - Present
CDM Smith September 2000 - June 2011
Spaulding & Slye Colliers 1999 - 2000
Nortel Networks 1995 - 1999
Capital Management Resources 1993 - 1995
Fleet Bank 1992 - 1993
State Street Bank and Trust Company 1991 - 1992
New England Communities, Inc. 1989 - 1992
State Street Bank and Trust Company 1987 - 1991
Skills
Lease Administration, Corporate Real Estate, Portfolio Management, Leases, Strategic Planning, Real Estate, Real Estate Transactions, Asset Management, Commercial Real Estate, Property, Investment Properties, Due Diligence, Budgets, Facilities Management, Disposition, Banking, Residential Homes, Credit, Finance, Negotiation, Management, Dispositions
Education
Boston University 2009 — 2011
Certificate, Commercial Real Estate, 2011
Boston University 1982 — 1986
B.A., Sociology, Business Administration
Sawyer Nursery School September 2001 - Present
State Street Bank and Trust Company 1985 - 1989
Skills
Leadership Development, Public Speaking, Organizational..., Strategic Planning, Personal Development, Change Management, Leadership, Mentoring, Organizational Change, Social Enterprise, Business Strategy, Emotional Intelligence, Program Development, Marketing Strategy, Employee Management, Employee Training
Education
Merrimack College 1977 — 1981
Bachelor of Arts, Sociology
ReGroup, LLC September 2012 - Present
Shealyn McGuire Sullivan, Esq. June 2009 - Present
Navigant Consulting October 2005 - June 2009
Milestone International Asset Management May 2004 - October 2005
Shealyn McGuire, Esq. 2002 - 2005
Cerulli Associates October 2000 - January 2002
Congress Trust September 1999 - September 2000
Liberty Financial/Colonial Investments February 1997 - June 1998
State Street Bank and Trust Company September 1993 - June 1996
Skills
Risk Management, Asset Managment, Management Consulting, Investment Banking, Anti-corruption, Financial Services, Program Management, Consulting, Business Strategy, Asset Management, Private Equity, Securities, Internal Controls, Hedge Funds, Financial Advisory, Financial Risk, Investments
Education
Suffolk University Law School 1994 — 1998
JD
University of Notre Dame 1987 — 1991
BA
Trina's Care June 2011 - Present
Trina's Professional Organization April 2011 - Present
State Street Bank and Trust Company April 2007 - December 2010
State Street Bank and Trust Company January 2007 - December 2010
Fidelity Investments September 2003 - April 2007
Fidelity Investments January 2003 - April 2007
Fidelity Investments January 2003 - December 2003
Fidelity Investments March 2003 - September 2003
Boston Financial Data Services June 2002 - March 2003
Boston Financial Data Services January 2002 - December 2002
Skills
Mutual Funds, Strategic Planning, Leadership, Risk Management, Corporate Actions, Investments, Process Improvement, Vendor Management, Business Analysis, Securities, Financial Services
Education
New England College of Finance 2000 — 2002
Certification, Mutual Fund and Stock Market Research
Quincy College 1996 — 2000
Business Management
Weymouth High School VTHS 1992 — 1996
Choir, Piano, Jazz Band, Concert Band and Marching Band
New England College of Finance
Quincy College
Business, Management
Quincy College
Business, Management
Starpoint Solutions January 2012 - Present
STATE STREET BANK AND TRUST COMPANY January 2007 - February 2009
PARTNERS HEALTHCARE/MGH February 2006 - August 2006
AMERICAN PUBLIC TELEVISION January 2001 - February 2006
Skills
Administrative..., Calendaring, Temporary Staffing, Onboarding, Travel Arrangements, Office Management, Talent Acquisition, Outlook, Recruiting, Office Administration, Lotus Notes, Confidentiality, Interviews, Customer Service, File Management, Fax, New Hire Orientations, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Job Fairs, Event Planning, Handle Confidential..., Screening Resumes, College Recruiting, PeopleSoft, Administration, Sales, Administrative...
Education
Salem State College
Credits, Business Administration and Management
State Street Bank and Trust Company February 2001 - Present
EquiServe 1996 - 2001
Skills
Financial Services, Mutual Funds, Fund Accounting, Equities, Securities, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Client Services, Bloomberg, Fund Administration, Alternative Investments, Derivatives, ETFs
Education
Bridgewater State University
Bachelor of Science Finance, Finance, General
Bridgewater State University
State Street Bank and Trust January 2014 - Present
State Street Bank and Trust Company August 2012 - January 2014
State Street Bank January 2010 - August 2012
Deloitte & Touche LLP April 2007 - December 2010
MFS Investment Management April 1998 - April 2007
International Financial Data Services 1995 - 1998
New England Funds., L.P. September 1993 - September 1995
John Hancock Fund Services, Inc. July 1989 - September 1993
Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit
Education
Bridgewater State University 1985 — 1989
Bachelor of Science May 89, Business Administration
First Data Corporation September 2015 - Present
Experis March 2015 - September 2015
Infosys November 2011 - September 2014
State Street Bank and Trust Company July 2007 - October 2010
Investors Bank and Trust Company August 1999 - June 2007
Skills
JCL, COBOL, Syncsort, Mainframe, Endeavor, Desktop Computers, Microsoft Office, Remote Access, Programming, IBM Utilities, VSAM, MVS, TSO, ISPF, DB2, Fileaid, SQL, FTP, SDLC, Production Support
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Business Administration and Management, General
University of Oklahoma - Price College of Business 1985 — 1990
BBA, Management Information Systems
University of Massachusetts Lowell 1984 — 1985
B.S., Computer Programming
Law Offices of Brian E. Barreira September 1996 - Present
Winokur, Serkey & Rosenberg, PC. June 1988 - September 1996
Barron & Stadfeld May 1987 - June 1988
State Street Bank and Trust Company February 1985 - May 1987
Skills
Elder Law, Trusts, Estate Planning, Guardianship, Wills, Conservatorships, Estate Administration, Asset Protection, Medicaid, Elder Care, Public Speaking, Special Needs Trusts, Courts, Long-term Care, Estate Law, Powers of Attorney, Hearings, Gift Tax, Legal Assistance, Estate Tax Planning, Real Estate, Health Care Proxies, Revocable Trusts, LLC, Succession Planning, Preparation of Wills, Veterans Benefits, Prenuptial Agreements, Charitable Trusts, Irrevocable Life..., Tax Law, Disability Law, Civil Litigation, Litigation, Advance Directives, Attorneys, Appeals
Education
Boston University School of Law 1987 — 1990
LL.M., Taxation
Boston University School of Law 1981 — 1984
J.D., Law
Boston College 1976 — 1980
B.S., Operations Management
Capital One August 2011 - April 2012
State Street Bank and Trust Company March 1997 - December 2010
Mellon Financial (Contractor) 1996 - 1997
Logica 1993 - 1995
Boston Safe Deposit & Trust 1982 - 1993
Skills
Risk, Risk Management, Business Strategy, Operational Risk, BPO, Banking, Operational Risk..., Governance, Strategic Planning, Payments, Business Transformation, Back Office, Strategy, Portfolio Management, Financial Risk, Management, Financial Services, Business Process..., Fixed Income, Securities, Project Management, Mutual Funds, Relationship Management, Finance
Education
Boston College
BA, Business Management
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
State Street Bank and Trust Company 2008 - 2012
Davis, Malm & D'Agostine, P.C. 2007 - 2008
State Street Bank and Trust Company 2007 - 2007
United States Department of Justice 2006 - 2007
United States District Court 2006 - 2006
Putnam Investments 2002 - 2003
Yankee Advisers, LLC 2001 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Skills
Securities, Legal Research, Legal Assistance, Litigation, Mutual Funds, Hedge Funds, Equities, Civil Litigation, Due Diligence, Fund Administration, Finance, Corporate Governance, Corporate Law, Securities Regulation
Education
Northeastern University School of Law 2005 — 2008
JD
The French Culinary Institute 2004 — 2004
Grand Diplôme, Classic Culinary Arts
Wellesley College 1994 — 1998
Bachelor's Degree, Japanese Studies
Waseda University 1996 — 1996
Study Abroad Program
日本女子大学 1996 — 1996
Study Abroad Program
The Governor's Academy (Governor Dummer Academy) 1990 — 1994
PAREXEL December 2011 - Present
Greater Providence Chamber of Commerce January 2010 - December 2011
Excel Life Sciences April 2008 - February 2009
CenterWatch April 1999 - March 2008
CenterWatch September 2001 - May 2003
State Street Bank and Trust Company July 1996 - April 1999
Skills
Email Marketing, Marketing Communications, Advertising, Marketing Strategy
Education
Providence College 1992 — 1996
Providence College 1992 — 1996
BA, Marketing
Providence College
B.S, Marketing; German; Finance and Accounting
State Street Bank and Trust Company December 2014 - Present
Ernst & Young LLP August 2014 - December 2014
U.S. Department of Treasury, Office of the Comptroller of the Currency February 2010 - August 2014
U.S. Department of Treasury, Office of the Comptroller of the Currency July 2008 - February 2010
U.S. Department of Treasury, Office of the Comptroller of the Currency July 2005 - July 2008
U.S. Department of Treasury, Office of Thrift Supervision July 2001 - July 2005
U.S. Department of Labor February 1995 - July 2001
Kaltsas & Associates September 1992 - January 1995
United States Army Judge Advocate General's Corps May 1990 - August 1990
Skills
Banking, Banking Law, AML, Credit Risk, Bank Secrecy Act, Loans, Financial Regulation, Risk Management, Consumer Protection, Mentoring Of Staff, Civil Litigation, Instructor-led Training, Consumer Law, Financial Institutions, Financial Services, Anti Money Laundering, Due Diligence, Policy, KYC
Education
The Governor's Academy
Tufts University
Bachelor of Arts (B.A.), Political Science and Economics, Cum Laude honors
University of Miami School of Law
J.D., Law
State Street 2006 - Present
State Street Bank and Trust Company January 2006 - November 2007
State Street February 1997 - December 2005
Skills
PeopleSoft, HR Policies, Employee Relations, Performance Management, Human Resources, Organizational..., Talent Acquisition, PowerPoint, Project Management, Vendor Management, Outlook, Organizational Design, Succession Planning, Personnel Management, Talent Management, Onboarding, Risk Management, Process Improvement, Financial Services, Recruiting
Education
Emmanuel College 1997 — 1999
Bachelor of Science, Business Management
Eastern Nazarene College 1996 — 1998
Associate of Arts (A.A.)
South Shore Bank January 2015 - Present
South Shore Bank October 2013 - Present
South Shore Bank August 2012 - October 2013
Sovereign Bank March 2011 - August 2012
State Street Bank and Trust Company February 2010 - March 2011
Stran and Company June 2008 - August 2008
Skills
Credit, Portfolio Management, Valuation, Commercial Banking, Fixed Income, Hedge Funds, Funding, Rates, Credit Analysis, Mutual Funds
Education
Brown University 2005 — 2010
A.B., Economics
Catholic Memorial 2002 — 2005
Theta Delta Chi
State Street Bank and Trust Company of California, N.A. 2008 - 2013
State Street Bank and Trust Company 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust Company 1989 - 1999
Aetna Capital Management 1986 - 1989
Equitable Life 1984 - 1986
Chicago Sun-Times 1982 - 1984
Skills
Equities, Fixed Income, Fund Accounting, Investments, Portfolio Management, Financial Services, Prime Brokerage, Project Management, Securities, Alternative Investments, Derivatives, Financial Analysis, Mutual Funds, Securities Lending, Hedge Funds, Asset Allocation, New Business Development, Collateral Management, Valuation, Asset Managment, Strategic Planning, Management, Bloomberg, Investment Banking, Global Custody, Banking, Investment Management, Corporate Actions
Education
University of Miami - School of Business 1980 — 1982
Masters of Business Administration, Marketing
University of Miami Frost School of Music 1976 — 1980
Bachelor of Music, Music Merchandising
State Street Bank and Trust Company of New Hampshire April 2009 - Present
HoneyMac Jazz January 2009 - Present
State Street October 1982 - January 2009
State Street Bank and Trust Company 1982 - 2009
Skills
Sovereign, Fixed Income, FX Options, Commercial Banking, Banking, Investments, Financial Risk, Equities, Counterparty Risk, Securities, Financial Modeling, Due Diligence, Derivatives, Treasury Management, Capital Markets, Market Risk, Asset Management, Risk Management, Financial Services, Credit Risk, Alternative Investments, Basel II, Bloomberg, Valuation, Risk Assessment, Investment Banking, Enterprise Risk..., Financial Markets, Portfolio Management, Mutual Funds, Hedge Funds
Education
University of Chicago Graduate School of Business 1972 — 1974
MBA, Finance and Management Sciences
Iowa State University 1966 — 1970
BS, Computer Science/Statistics
Wolters Kluwer Financial Services May 2011 - Present
OrigiNation, Inc January 2004 - Present
US Trust/Bank of America Co November 2003 - March 2009
State Street Global Advisors March 2001 - November 2003
State Street Global Advisors October 1999 - March 2001
State Street Bank and Trust Company January 1995 - October 1999
State Street Bank & Trust January 1988 - January 1999
Skills
Bloomberg, Financial Services, Fixed Income, Securities, CRM, Leadership, Fund Accounting, Equities, Portfolio Management, Banking, Risk Management, Mutual Funds, Business Analysis, Management, Investments
Education
Salem State College 1989 — 1993
Political Science
Century Bank and Trust Company 2009 - 2010
State Street Bank and Trust Company 2003 - 2009
State Street Bank and Trust Company 1999 - 2003
State Street Bank and Trust Company 1996 - 1999
State Street Bank and Trust Company 1993 - 1996
Fleet National Bank - predecessor to FleetBoston Financial (now Bank of America) 1991 - 1993
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Master of Science, Finance
University of Virginia Darden School of Business 1994 — 1994
Certificate, Advanced Commercial Lending
Hult International Business School 1989 — 1990
Master of Science, Management
Universidad Iberoamericana 1985 — 1988
Licenciado, Administración de Empresas
Heinz Brinkhaus & Son's May 2013 - Present
UCB May 2012 - May 2013
Heinz Brinkhaus & Son's, Inc. November 2009 - June 2012
Hewlett-Packard August 2008 - November 2009
Heinz Brinkhaus & Son's Inc July 2000 - August 2008
State Street Bank and Trust Company February 1998 - March 2000
State Street Bank & Trust January 1997 - February 1998
Skills
Forecasting, Account Management, Neurology, Pricing, CNS, Primary Care, Managed Care, Diabetes, Diabetes Care, B2B, Pharmaceutical Sales, Selling Skills, Sales Effectiveness, Pulmonology, Selling, Sales, Pharmaceutical Industry, Solution Selling
Education
Providence College 1992 — 1996
Bachelor of Science, Business Management
St Sebastian's Country Day School 1986 — 1992
State Street Corporation June 2015 - Present
CVS Caremark Corporation July 2013 - June 2015
State Street Bank and Trust Company 2007 - 2013
State Street Bank and Trust Company 2004 - 2007
State Street Bank and Trust Company 1998 - 2001
Skills
Contract Negotiating, Market Data, Software License..., Software Escrow, Non-disclosure..., Negotiation, professional services..., Corporate Law, Contract Negotiation, ERISA, Financial Services, Intellectual Property, Legal Writing, Licensing, Procurement, SEC, Swaps, UCITS, Business Analysis, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Management, Vendor Management, Risk Management
Education
Roger Williams University School of Law 2001 — 2004
JD
Trinity University-Washington
Bachelor of Arts (B.A.), Visual Communications and Business Administration
Ahold USA May 2013 - June 2015
STATE STREET BANK & TRUST April 2008 - January 2013
CONTRAVISORY RESEARCH & MANAGEMENT, Corp June 2006 - September 2007
DUNKIN DONUTS, Inc January 2005 - June 2006
EquiServe, Inc January 2000 - January 2005
State Street Bank and Trust Company January 1997 - January 2000
State Bank and Trust Company January 1995 - January 1997
SHERIN AND LODGEN, LLP April 1994 - January 1995
Skills
Paralegals, Compliance, Legal Assistance, Coordination, Investments, Estate Planning, Expense Reports, Office Administration, Calendaring, Banking, SharePoint, Financial Services, Adobe Acrobat, PeopleSoft, Real Estate, Expenses, Calendars, Confidentiality, Corporate Law, Time Management, Litigation, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Access, Microsoft Office, Administrative..., PowerPoint, Budgets, Lotus Notes
Education
Northeastern University 1995 — 1995
Paralegal Studies
Massasoit Community College
Associate, Science / Legal Secretarial Science
Commonwealth Financial Network August 2014 - October 2014
State Street Bank and Trust Company April 2014 - July 2014
Timbuktu Capital Management, LLC June 2013 - July 2013
Protravel Management May 2012 - September 2012
Elton, Oil Company May 2011 - September 2011
Africa Travel Management October 2010 - December 2010
Tigo, Telecommunication Service Inc January 2010 - April 2010
Skills
Microsoft Word, Financial Analysis, Access, Blomberg Terminal, Corporate Finance, Portfolio Management, Return on Investment, Capital Budgeting, Financial Statements, Critical Thinking, Flexibility, Microsoft Excel, QuickBooks, PowerPoint, Finance
Education
Suffolk University 2009 — 2013
BS in Business Administration, Finance
Keller Graduate School of Management of Devry University
Master’s Degree, Accounting and Financial Management CPA emphasis
Web Industries, Advanced Composites, 360 employees, Employee-owned August 1988 - Present
Web Converting of Atlanta, Inc. August 1988 - September 1990
State Street Bank and Trust Company June 1979 - July 1988
Education
Boston University Questrom School of Business 1980 — 1985
MBA, Finance
Whitworth University 1973 — 1978
Bachelor of Arts, English
Orbit Baby October 2014 - Present
International E-Z UP September 2011 - Present
State Street Bank and Trust Company November 2010 - August 2011
UBS Financial Services Inc July 2010 - September 2010
M/s KhattarWong (top tier law firm in Singapore) August 2006 - March 2009
Kimindo Corp August 2005 - July 2006
Foshan Rifeng Co., Ltd December 2003 - July 2005
Skills
Business Administration, Inventory Management, Vendor Management, Sourcing, Cost Analysis, Import/Export Operations, Container Management, Order Management, Risk Analysis, Legal Support Services, Translation, Leadership, Logistics, Cost Benefit, Management, Procurement, Marketing, Supply Chain, Sales, Forecasting, Analysis, Process Improvement, Negotiation, Purchasing, Product Development, Finance
Education
APICS
Certified Supply Chain Profession, Logistics, Materials, and Supply Chain Management
University of California, Irvine-Extension 2010 — 2010
Certificate Program; Certificate Program; International MBA, Marketing; International Business and Operations Management
Universidad Europea de Madrid 2009 — 2010
Master of Business Administration (MBA)
Tongji University 2009 — 2009
Master, Business Administration
Chartered Institute of Management Accountants 2007 — 2009
Certificate, Management Accounting
Shandong University of Technology 1999 — 2003
B.A, English Language
University of California, Irvine
State Street Bank and Trust Company May 2014 - Present
Fidelity Investments May 2011 - April 2014
Fidelity Investments January 2006 - September 2009
Bingham McCutchen 2003 - 2006
Shearman & Sterling LLP 2000 - 2003
Skills
Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 2000
Doctor of Law (J.D.)
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
First Coast Service Options, Inc. Contract Employee January 2013 - Present
Health Information Management Group, Jacksonville, FL, July 25, 2012 – September 7, 2012 July 2012 - September 2012
Marriott Sawgrass, Ponte Vedra Beach, FL September 2007 - March 2012
Work History 2002 - 2007
DSC Communications/Alcatel USA Marketing May 1995 - September 2001
State Street Bank and Trust Company July 1982 - September 1994
Skills
Medical Coding, Medical Terminology, Medical Billing, Medical Records, Software Documentation, Data Entry, HIPAA, Invoicing, CPT, Hospitals, Medicare, Medicine, Process Scheduler, Training, Anatomy
Education
Concorde Career Institute-Jacksonville 2012 — 2012
Diploma, September 2012, Medical Office Administration
Texas Massage Institute, Plano, Texas
Massage Therapy/Therapeutic Massage
Attended Boston University
Mystic River Watershed Association April 2009 - Present
Michael Moros Enterprises June 1980 - Present
The Bank of New York Mellon August 2000 - December 2007
State Street Bank and Trust Company November 1997 - August 2000
Stream International November 1996 - February 1997
Caldor June 1995 - October 1995
Ground Water Associates October 1994 - October 1994
U. S. Geological Survey July 1993 - September 1993
Sears Roebuck May 1991 - September 1991
City of Cambridge Recycling Committee April 1991 - May 1991
Skills
organic landscape, water, hydrology, maintenance, repair, Ecology, Plant Identification, GIS, Data Analysis, Environmental, Excel, Microsoft Office, Word, Research, Water Quality, Water Resources, Report Writing, Analysis, Composting, Policy, Community Outreach, Agriculture, Environmental Science
Education
Boston University 1988 — 1994
Master of Arts, hydrogeology
Tufts University 1981 — 1986
Bachelor of Science, mathematics
Maggiano's Little Italy June 2013 - Present
Arbella Insurance Group December 2014 - June 2015
State Street Bank and Trust Company September 2012 - December 2012
Quincy Community Action Programs January 2012 - April 2012
Eaton Vance Distributors, Inc February 2008 - May 2011
DALBAR, Inc. 2006 - 2008
Skills
Series 7, Series 66, Series 63, Series 6, Investments, Mutual Funds, Financial Services, Securities, Financial Analysis, Fixed Income, Equities, Tax Preparation, Bloomberg Terminal, Finance
Education
University of Massachusetts 1998 — 2012
Bachelor of Science (BS), Management; Accounting
University of Massachusetts, Amherst 1996 — 2001
Political Science and Government
Executive Recruiter December 2009 - December 2011
RBC Capital Markets April 2007 - November 2009
Banc of America Securities LLC May 2005 - March 2007
Instinet December 2003 - May 2005
Bloomberg Tradebook, L.L.C November 2000 - July 2003
Bank of America (formerly known as FleetBoston) July 1998 - December 1999
Bank of America (formerly known as FleetBoston) May 1997 - June 1998
Scudder, Stevens & Clark, Inc November 1992 - May 1997
State Street Bank and Trust Company December 1989 - November 1992
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelors of Science, General Management
Groom Construction Co., Inc. April 2015 - Present
Groom Construction Company, Inc. October 2012 - April 2015
Independent Contractor January 1995 - October 2012
FMPS 2006 - 2010
State Street Bank and Trust Company 1991 - 1995
Office of the Attorney General 1987 - 1991
Louis Vuitton 1986 - 1987
Skills
Public Relations, Business Development, Event Management, Promotions, Media Relations, Social Media, Community Outreach, Corporate Communications, Marketing Communications, Press Releases, Grants, Marketing Strategy, Social Media Marketing, Social Networking, Strategic Communications, Copywriting, Nonprofits
Education
College of the Holy Cross 1982 — 1986
Bachelor of Arts, English
Institute of Public Administration, Dublin, Ireland
Wellington Management January 2014 - Present
State Street Bank April 2012 - December 2013
State Street Bank and Trust Company January 2009 - August 2012
State Street Bank June 2007 - December 2008
Wilmer, Cutler, Pickering Hale and Dorr September 1998 - June 2007
Education
Boston College Law School 1995 — 1998
JD
Hamilton College 1991 — 1995
North Yarmouth Academy
Johnson & Johnson October 2009 - Present
DePuy Mitek January 2009 - October 2009
DePuy Mitek September 2005 - January 2009
DePuy Orthopaedics May 2003 - September 2005
DePuy Codman September 2000 - May 2003
Marketing Specialists February 1997 - August 2000
State Street Bank and Trust Company December 1993 - February 1997
Skills
Strong Microsoft Excel..., Microsoft Excel, Forecasting, Financial Reporting
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science, Finance
Digitas March 2011 - Present
State Street Bank and Trust Company June 2008 - August 2008
Boston Tops June 2007 - August 2007
Town of Hanover September 2002 - June 2006
Education
Bentley University 2006 — 2010
BS, Finance, Media Arts & Society
Bentley University
Bachelor of Science, Finance and Liberal Studies; Media Arts and Society
Hanover High School
Data3Sixty April 2014 - Present
Ken Romley Consulting July 2010 - March 2014
Intuit Financial Services April 2009 - July 2010
Bank of the West August 2007 - August 2008
MyVest February 2004 - August 2007
Eagle Investment Systems March 1999 - November 2003
Loomis Sayles & Company L.P. May 1996 - November 1998
State Street Bank and Trust Company January 1992 - April 1996
Skills
Customer Relations, Account Management, Consultative Selling, Banking, Business Intelligence, Product Marketing, Strategic Planning, Cash Management, Asset Management, Business Strategy, Team Building, Internet Banking, Competitive Analysis, Process Improvement, Sales Management, New Business Development, Wealth Management, Team Leadership, Coaching, Program Management, CRM, Business Development, Leadership, Solution Selling, Customer Service, Enterprise Software, Selling, Start-ups, Sales, Management, Strategy, Sales Process
Education
University of Arizona 1963 — 1967
BS, Business Administration and Management
University of Arizona
BS Business Administration, Business Management
Office of the Auditor General of Ontario August 2005 - Present
State Street Bank and Trust Company June 2002 - July 2005
Education
Queen's University
MBA
Certified Management Accountants of Ontario
CMA
US State of Delaware Certified Public Accountant
CPA
University of Toronto - Rotman School of Management 1998 — 2002
BCom
Blue Cross Blue Shield of Massachusetts September 2013 - Present
Blue Cross Blue Shield of Massachusetts April 2009 - September 2013
Blue Cross Blue Shield of Massachusetts March 2006 - April 2009
Anthem, formerly WellPoint, Inc. 2003 - 2006
BNY Mellon, formerly PNC Global Fund Services 1998 - 2003
Wachovia Securities, formerly Wheat First Union 1996 - 1997
Deustsch Bank, formerly Scudder Stevens and Clark 1988 - 1996
State Street Bank and Trust Company 1987 - 1988
Skills
Insurance, Vendor Management, Relationship Management, Employee Benefits, Underwriting, Medicare, Process Improvement, Business Analysis, Strategy, Leadership, Project Management, Risk Management, Segmentation, Banking, Requirements Gathering, Claim, Product Launch, Portfolio Management, HIPAA, Marketing, SDLC, Financial Services, Healthcare, Project Portfolio..., PMO, Medicare Part D, Business Requirements, Program Management, Healthcare Information..., Health Care Reform, CRM, Visio, Analytics, Health Policy, Business Process..., Life Insurance, Analysis, Access, Data Analysis, Executive Management, Medicaid
Education
Bentley University 1996 — 2000
MBA, Business Administration and Management
University of New Hampshire 1983 — 1987
BS, Business Administration
Northeastern University
Strategic Leadership Program, 2014
State Street Bank and Trust Company AssociateBingham McCutchenSeptember 2001 - November 2005
Education
Boston University School of Law 1998 — 2001
JD
Bowdoin College 1993 — 1997
National Cathedral School 1984 — 1993
Connecticut Hockey Conference April 2015 - Present
Connecticut Hockey Conference April 2014 - Present
US Bank Corporate Trust January 2003 - Present
Connecticut Hockey Conference 2005 - April 2014
State Street Bank and Trust Company July 1997 - January 2003
Skills
Mergers, Securities, Banking, Financial Services, M&A experience, Corporate Trust, Finance, Capital Markets, Start-ups, Due Diligence, Investor Relations, Corporate Law, Financial Analysis, Investments, Corporate Governance, Joint Ventures, Venture Capital, Corporate Finance, Private Equity, Asset Management, Executive Management, Mergers & Acquisitions, Portfolio Management
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1992
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Kingswood-Oxford School 1974 — 1980
High School Diploma, College Preparatory
East Boston Savings Bank January 2015 - Present
Fidelity Investments February 2006 - January 2015
Fidelity Investments May 1999 - July 2004
Fidelity Investments August 1998 - May 1999
Filene's November 1992 - August 1998
Filene's October 1990 - November 1992
Westwood Group, Inc May 1989 - November 1990
Real Estate Accounting Service November 1987 - May 1989
State Street Bank and Trust Company June 1986 - November 1987
Skills
Cross-functional Team..., Business Process..., Trading, Agile Methodologies, Leadership, Financial Services, Management, Outsourcing, Business Development, Agile Project Management, Business Analysis, Portfolio Management, Quality Assurance, Mutual Funds, Vendor Management, Investments, SDLC, PMO, Project Portfolio..., Equities, Project Management
Education
Bentley University 1982 — 1986
Bachelor of Science, Accounting
State Street Bank and Trust Company 2010 - Present
Bank of America 2002 - 2010
Fitzhugh, Parker & Alvaro LLP (n/k/a Fitzhugh & Mariani LLP) 2001 - 2002
Hale and Dorr, LLP (n/k/a WilmerHale) 1999 - 2001
Education
New England Law Boston 1996 — 1999
J.D., Law
Gettysburg College 1991 — 1995
B.A., Political Science
Kent School 1988 — 1991
Aberdeen Asset Management October 2013 - March 2014
United States Department of Treasury March 2013 - October 2013
State Street Bank and Trust Company July 2012 - January 2013
Bank of New York Mellon October 2007 - January 2012
Bank of New York Mellon October 2007 - January 2012
Delaware Investments July 2001 - October 2007
Skills
Finance, Financial Reporting, Accounting, Account Reconciliation, Risk Management, Auditing, Securities, Derivatives, General Ledger, Accounts Payable, Mutual Funds, Internal Audit, Corporate Finance, Variance Analysis, Tax, Financial Statements, Financial Services, Portfolio Management, Financial Analysis, Fund Accounting, Fixed Income, Cash Management, Analysis, GAAP, Fixed Assets, Financial Modeling, Financial Accounting, Bank Reconciliation, Cash Flow, Strategic Financial..., Journal Entries, Trading, Fund Administration, Credit, Due Diligence, Accruals, Cash Flow Forecasting, Bloomberg, Hedge Funds, Investments, Treasury, Equities, Middle Office, Bonds, Asset Management, FX Options, Back Office, Accounts Receivable, Forecasting, Corporate Actions
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Boston Financial Data Services November 2004 - Present
Boston Financial Data Services November 2002 - November 2004
Boston Financial Data Services December 1998 - November 2002
Boston Financial Data Services July 1996 - December 1998
State Street Bank and Trust Company 1991 - 1993
Talbots 1988 - 1991
Fidelity Investments 1985 - 1988
Symbolics, Inc. 1982 - 1985
Prime Computer, Inc. 1980 - 1982
State Street Bank and Trust Company 1978 - 1980
Skills
Information Security, Information Security..., PeopleSoft, Access, Project Management, Security, Requirements Analysis, Analysis, Mutual Funds, Operations Management, Troubleshooting, Team Leadership, Leadership, Outlook, Microsoft Office, Customer Service, Management, Risk Management, Vendor Management, Business Continuity, TA2000, AWD, SDLC, Software Documentation, Business Analysis, Disaster Recovery, Process Improvement, Financial Services, Business Process..., Program Management, CRM, Requirements Gathering, Relationship Management
Education
Suffolk University - Sawyer School of Management
MBA, Management
Suffolk University - Sawyer School of Management
BSBA, Accounting
Pershing Advisor Solutions, A BNY Mellon Company April 2011 - Present
Pershing Advisor Solutions, a BNY Mellon Company January 2013 - January 2014
Fidelity Investments, Institutional Wealth Services 1998 - February 2011
Fidelity Investments, Institutional Retirement Services Company 1996 - 1998
Fleet Financial Group 1995 - 1996
State Street Bank and Trust Company 1994 - 1995
Skills
Consultative Selling, Customer Negotiations, Registered Investment..., Territory Planning, New Business Development, Practice Management, Business Relationship..., Negotiation, Series 6, Selling, Series 63, Series 7, Financial Advisory, Financial Services, Portfolio Management, Investments, Investment Advisory, Investment Management, Risk Management, CRM, Relationship Management, Securities, Wealth Management, Mutual Funds, 401k, Retirement Planning, Retirement, Wealth Management..., High Net Worth..., Sales, Defined Contribution, IRAs, Separately Managed..., Asset Allocation, Series 24, Series 65, FINRA, Investment Strategies, Wealth, Defined Benefit, Finance, Financial Planners, Qualified Retirement..., Private Banking, Banking, 401k Rollovers, Managing Accounts, Investment Advisory...
Education
Nichols College 1990 — 1994
BSBA, Finance
National Life Group January 2011 - Present
National Life Group December 2007 - January 2011
Chittenden Bank June 2005 - December 2008
State Street Bank and Trust Company January 2000 - June 2005
Skills
Treasury Management, Banking, Cash Management, Investments, Cash Flow Forecasting, Insurance, Bank Relationship..., Credit, Payments, Operational Risk..., Debt, Process Improvement, Financial Services, Risk Management, Financial Modeling
Education
Champlain College 2006 — 2008
MBA, Finance
Northeastern University 1996 — 2001
BS, Marketing
State Street 2012 - Present
State Street 2009 - 2012
State Street Bank 2003 - 2009
State Street 2001 - 2003
State Street Bank and Trust Company 1997 - 2001
Mellon Bank 1988 - 1997
Education
University of Maine
Master of Business Administration (M.B.A.)
University of Maine
Bachelor's degree, Business Administration and Management, General
Presque Isle High School
Diploma
National Grid August 2013 - Present
National Grid December 2011 - Present
Blue Cross Blue Shield of Massachusetts December 2010 - December 2011
State Street Bank & Trust September 2003 - December 2010
State Street Bank and Trust Company September 2003 - December 2010
G January 1998 - January 2003
American Council for International Study January 1994 - January 1998
Skills
Vendor Management, RFP, Contract Negotiation, Procurement, Negotiation, Outsourcing, Process Improvement, Program Management, Strategic Sourcing, Project Management, Cross-functional Team..., Business Process..., Project Portfolio...
Education
Syracuse University
Bachelor's Degree; a dual degree, Political Science and Journalism
Ascentria Care Alliance April 2009 - Present
Haemonetics Corporation October 2004 - April 2009
Invensys Plc October 1999 - October 2004
The TJX Companies, Inc April 1991 - October 1999
The TJX Companies, Inc April 1988 - April 1991
The TJX Companies, Inc August 1986 - April 1988
ExxonMobil July 1985 - August 1986
State Street Bank and Trust Company July 1981 - September 1983
Skills
Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Treasury Management, Forecasting, Acquisition Integration, Mergers & Acquisitions, Corporate Finance, Banking Relationships, Capital Markets, Cash Flow Forecasting, Cash Management, Debt - Commercial Paper, Domestic and..., Financial Risk..., Foreign Exchange..., Foreign Exchange Risk..., FX Hedging, Global Cash Management, International Treasury..., Investing Short Term..., Long Term and Short..., Risk Management -..., SEC filings, Stock Repurchases, System Implementations, Treasury Workstations, US GAAP reporting, Working Capital..., Finance
Education
Babson College
MBA, Finance
Georgetown University
BSBA, Accounting and Finance
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
Fidelity Investments December 2014 - Present
Cigna September 2012 - November 2014
State Street Bank and Trust Company May 2011 - May 2012
CIGNA Healthcare June 2008 - April 2011
Tata Consultancy Services June 2007 - May 2008
HSBC Software Pvt Ltd May 2006 - May 2007
HSBC May 2006 - May 2007
TalentBeat April 2004 - April 2006
Skills
Java Enterprise Edition, Spring, Hibernate, SOA, Servlets, Agile Methodologies, Web Services, XML, SOAP, Core Java, Tomcat, Scrum, Struts, UML, Web Application Design, jQuery, Design Patterns, Spring Batch, Spring Integration, Hibernate,Spriong..., High Level Design, Low Level Design, Spring MVC, Liberty Profile, Websphere 8.5, TOGAF, Spring Framework, SDLC
Education
Pune University 2002 — 2005
MCA, Computer Science
Pune University 2000 — 2005
Master; Bachelor, Computer Application; Computer Application
Maharshi Dayanand Sarswati University 1999 — 2002
Bachelor of Computer Application, Computer/Information Technology Administration and Management
Kendriya Vidyalaya
Kendriya Vidyalaya
Proskauer Rose LLP January 2009 - Present
State Street Bank and Trust Company February 2006 - December 2008
Education
Boston College Law School
Tufts University
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Brown Brothers Harriman 2011 - June 2013
State Street Bank and Trust Company 1997 - 2011
Federal Deposit Insurance Corporation January 1990 - December 1995
Commonwealth Mortgage Company January 1989 - December 1989
Skills
Securities
Education
Boston University School of Law 1995 — 1997
LLM, international banking law and finance
New England Law Boston 1981 — 1984
JD, law
Rutgers University-New Brunswick 1976 — 1980
BA, psychology
Expeditors International March 1999 - Present
BankBoston December 1993 - March 1999
State Street Bank and Trust Company July 1990 - December 1992
Skills
Microsoft Office, Management, Microsoft Excel, Employee Relations, Training, Performance Management, Vendor Management, Team Leadership, Data Analysis, Strategic Planning, Microsoft Publisher, PowerPoint, Microsoft Word, Visio, Process Analysis, Office Administration, FMLA
Education
Arizona State University 1986 — 1988
Masters in Music
Arkansas State University 1982 — 1986
Bachelor of Music Education
Arkansas State University 1982 — 1986
Bachelor of Music Education
Peabody Institute Library, Danvers February 2014 - Present
Peabody Institute Library March 2003 - February 2014
Salem State College August 2002 - June 2003
Draper Laboratory June 2001 - August 2002
State Street Bank and Trust Company May 1993 - April 2000
Jacky Maeder Ltd. 1988 - 1993
Winthrop Public Library January 1986 - May 1991
Skills
Collection Development, Library, Library Instruction, Information Literacy, Library Management
Education
Simmons College 2001 — 2002
MLS, Library and Information Science
Boston University 1987 — 1991
B.S., Journalism
State Street Bank and Trust Company July 2014 - Present
State Street Bank January 2012 - July 2014
State Street Global Advisors September 2006 - January 2012
State Street Corporation January 2003 - September 2006
State Street Corporation October 1999 - January 2003
State Street Corporation January 1994 - October 1999
Skills
Financial Services, Securities Lending, Mutual Funds, Securities, Account Management, Client Services, Fixed Income
Education
University of Massachusetts Boston 1980 — 1987
B.S., Management
RBS Citizens, N.A. February 2013 - Present
State Street Bank and Trust Company September 2010 - January 2013
Federal Home Loan Bank of Boston March 2005 - September 2010
Skills
Derivatives, Financial Services, Banking, Credit, Bonds, Capital Markets, Due Diligence, Financial Regulation, Financial Risk, Fixed Income, Foreign Exchange, Funding, Hedge Funds, Investments, Licensing, Loans, Management, Negotiation, Prime Brokerage, Risk Management, Securities, Securities Regulation, Software Documentation, Structured Finance
Education
Suffolk University Law School 1992 — 1995
JD
Boston College 1988 — 1992
BA, Economics
Kronos July 2012 - Present
Nuance Communications February 2012 - May 2012
Update Legal October 2010 - May 2012
State Street Bank and Trust Company October 2010 - December 2011
Softscape, Inc July 2007 - March 2010
Birch REA Partners, Inc March 2003 - March 2004
Green Century Management Corp June 2002 - August 2002
Analysis Group December 2000 - December 2001
NECX.com August 2000 - December 2000
ExpertCentral.com July 1999 - July 2000
Skills
Intellectual Property, Contract Negotiation, Corporate Law, Litigation, Licensing, Corporate Governance, Start-ups, Negotiation, Legal Research, Joint Ventures, Legal Writing, Commercial Litigation, Finance, Litigation Support, Trademarks, Employment Law, Insurance, Due Diligence, Mergers, Mediation, Software Licensing, Securities Regulation, Civil Litigation, Legal Assistance, Bankruptcy, Privacy Law, Legal Compliance
Education
Boston University School of Law 1992 — 1995
J.D.
Harvard University 1986 — 1990
B.A, Government
Empower Retirement July 2015 - Present
The Angell Pension Group, Inc. July 1995 - April 2015
State Street Bank and Trust Company 1993 - 1995
Skills
401k, Management, Retirement Planning, Defined Contribution, Project Management, Process Improvement, Financial Services, Pensions
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor’s Degree, Accounting, 3.5 gpa
2014 Senior Vice PresidentUS Trust/Bank of AmericaJuly 2009 - June 2014
Lehman Brothers 2006 - 2007
US Trust Company 2006 - 2006
State Street Bank and Trust Company 1988 - 2003
BNY/Mellon (Boston Safe Deposit & Trust Company) 1986 - 1988
Skills
Financial Services, Wealth Management, Investment Management, Series 7, Asset Allocation, Risk Management, Retirement Planning, Fixed Income, Investments, Portfolio Management, Estate Planning, Mutual Funds
Education
Babson College
MBA, Finance
Boston College
B.S., Business Administration
Radius Executive Solutions, Inc. October 2013 - Present
Athena Healthcare Systems 2006 - 2013
Radius Management Services 2006 - 2012
Ernst & Young 1998 - 2006
Landa & Altsher, P.C., CPA’s 1993 - 1998
State Street Bank and Trust Company 1992 - 1993
Skills
Healthcare, Nonprofits, Accounting, Budgets, Financial Reporting, GAAP, Management, Auditing, Financial Statements, General Ledger, Accounts Payable, Journal Entries, Revenue Recognition, US GAAP, CPA, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BBA, Accounting
Federal Reserve Bank of Boston April 2012 - Present
State Street Bank and Trust Company December 2006 - April 2012
Goodwin Procter September 2002 - December 2006
Education
University of Pennsylvania Law School 1999 — 2002
JD
Columbia University in the City of New York 1993 — 1997
BA, History
First Trust Company of Onaga March 2011 - Present
State Street Bank and Trust Company December 1995 - December 2010
Education
Northwestern University School of Law 1981 — 1984
JD
Kansas State University 1976 — 1981
LOIS L. LINDAUER SEARCHES, LLC 2006 - Present
Preservation MASS June 2004 - October 2005
State Street Bank and Trust Company 2000 - June 2003
State Street Bank and Trust Company 1988 - 2000
Connecticut Bank and Trust Company - New England Discount Brokerage 1984 - 1988
Skills
Program Development, Project Management, Nonprofits, Fundraising
Education
Goucher College
BA, International Relations and Economics
STATE STREET BANK AND TRUST COMPANY January 2002 - April 2009
deutsche bank 1997 - 2009
DEUTSCHE BANK TRUST COMPANY January 2000 - January 2002
DEUTSCHE BANK TRUST COMPANY January 1997 - January 2000
MIZUHO FINANCIAL HOLDING COMPANY January 1993 - January 1997
Education
City University of New York-Hunter College
BA, Communications
Hunter College
B.A, Communications; Business Management
Kingston College
Long Island University
M.S, Human Resource Management
George K. Baum & Company April 2002 - Present
State Street Bank and Trust Company 1994 - 2002
Skills
Independent School..., Higher Education Finance, Healthcare Finance, New Project Finance, Refinancing and..., Financial Advisory..., Investment Banking..., Dual Track Financing..., Bonds, Finance, Financial Analysis, Financial Modeling, Healthcare, Investment Advisory..., Investment Banking, Investments, Nonprofits, Public Speaking, Strategic Planning
Education
Emory University 1975 — 1978
Bachelor of Science in Biology
The University of Chicago
Master of Business Administration (M.B.A.)
BNY Mellon Financial Corporation November 2007 - June 2009
BNY Mellon Financial Corporation December 2004 - November 2007
State Street Bank and Trust Company June 2002 - February 2004
Education
The Hong Kong Polytechnic University 1999 — 2002
Bachelor of Art, Accountancy
The Hong Kong Polytechnic University
Bachelor of Art, Accountancy
University of California, Irvine
Civil Engineering
University of California, Irvine
Civil Engineering
State Street Bank and Trust Company 2003 - 2009
Hill & Barlow, P.C. 1998 - 2002
Museum of Fine Arts, Boston 1993 - 1997
Hoberman & Pollack, P.C. 1991 - 1993
Education
Lasell College
AA, Art History
Northeastern University
BA, Art History, summa cum laude
Santos de Pomba FC January 2010 - Present
Eastern Nazarene College 2009 - 2011
Starbucks Coffee Company 2006 - 2009
Kiskadee Coffee Company 2005 - 2006
Borders 2000 - 2005
State Street Bank and Trust Company 1996 - 1997
Boston Financial Data Services 1990 - 1996
Education
Eastern Nazarene College 1985 — 1990
BA, Business Administration/Management
Harvard University
State Street Bank and Trust Company AssociateDLA PiperMay 2003 - July 2006
Ernst & Young May 2000 - May 2004
Education
Boston University School of Law 2000 — 2004
LLM, Tax
Villanova University School of Law 1996 — 1999
JD, Law
Ithaca College 1992 — 1996
BA, Psychology
State Street Bank and Trust Company April 2013 - Present
State Street August 2004 - September 2010
Skills
Financial Reporting, Fund Accounting, Financial Accounting, General Ledger, Financial Analysis, Financial Services, Bloomberg, Mutual Funds
Education
CGA
George Brown College
State Street Bank and Trust Company March 2015 - Present
State Street Bank and Trust Company September 2013 - March 2015
Associate Dean for Academic Affairs/Professor of Law, Christian C. Day September 2012 - May 2013
Utica Corporation Counsel August 2012 - April 2013
Massachusetts Attorney General's office June 2012 - August 2012
Man Investments May 2011 - July 2011
Centro Presente June 2009 - August 2009
Massachusetts State House January 2009 - June 2009
Office of the Attorney General June 2008 - August 2008
Skills
Legal Research, Legal Writing, Mediation, Microsoft Excel, Research
Education
Syracuse University College of Law 2010 — 2013
J.D., Law
Brandeis University 2006 — 2010
Bachelor of Arts, International Global Studies; Politics and Legal Studies
Baker Entertainment Group/Spa Solutions July 2012 - Present
EGLOFF INSURANCE AGENCY August 2004 - July 2009
Egloff Insurance Agency, Inc August 2004 - July 2009
Cardservice International September 1998 - January 2003
Cardservice International January 1998 - January 2003
Cardservice International 1998 - 2003
BNY Western Trust Company March 1997 - July 1998
BNY WESTERN TRUST January 1997 - January 1998
State Street Bank and Trust Company August 1991 - March 1997
STATE STREET BANK AND TRUST COMPANY January 1991 - January 1997
Skills
Insurance, Training, Customer Service, Management
Education
Queensborough Community College
Pension Resource Institute, LLC July 2011 - October 2012
TRG/The Richards Group September 2008 - August 2010
Ernst & Young LLP March 2007 - June 2008
The Pension Rights Center December 2005 - February 2007
State Street Bank and Trust Company April 1997 - March 2003
U.S. Department of Labor April 1990 - April 1997
Skills
ERISA, 401k, Pensions, Retirement, Employee Benefits, Defined Benefit
Education
Case Western Reserve University School of Law
J.D., Law
Simmons College
B.A., Management/Personnel Administration
The John Marshall Law School
LL.M, Employee Benefits
Mayo Crowe LLC September 2012 - Present
Keyes & Donnellan P.C. May 2010 - September 2012
The Hartford Financial Services Company, Consumer Markets Legal Department February 2012 - April 2012
Connecticut Office of the Attorney General, Finance Department September 2011 - December 2011
United States District Court, District of Connecticut, Hon. Alfred V. Covello January 2011 - May 2011
State Street Bank and Trust Company August 2007 - August 2009
Citi Global Transaction Services July 2005 - August 2007
Rogin Nassau LLC June 2004 - June 2005
Skills
Compliance, Litigation, Securities Law, Securities Regulation
Education
The University of Connecticut School of Law 2010 — 2012
Juris Doctor, with honors
Western New England College School of Law 2009 — 2010
The George Washington University 2000 — 2004
Bachelor of Arts, Political Science
Kingswood-Oxford
MIT Lincoln Laboratory March 2006 - Present
Verizon Super Pages November 1999 - November 2002
Washington Mutual Bank October 1997 - March 1999
State Street Bank and Trust Company February 1987 - February 1997
Skills
Coaching, Teaching, Analysis, Strategic Planning, Program Management, Leadership, Public Speaking, Financial Analysis, Team Leadership, Team Building, Budgets, Research, Business Analysis, Microsoft Excel, Customer Service, Process Improvement, Microsoft Word, Project Management, Organizational..., Time Management, Microsoft Office
Education
University of Massachusetts Lowell 2014 — 2016
Foundations of Business certificate, Business Administration and Management, General
Old Dominion University 1980 — 1983
Bachelor's Degree, Business Administration
University of Massachusetts, Amherst 1977 — 1979
psychology, sociology
MFS Investment Management November 2013 - Present
State Street Bank and Trust Company February 2011 - January 2013
Manny’s TV & Appliance September 2006 - August 2009
Skills
Securities Regulation, Legal Research, Legal Writing, Corporate Law, Innovativeness, Energetic team player, General Administrative..., Organized Multi-tasker, Work Well Independently, Paralegals, Microsoft Office, Communication Skills, Highly detail oriented, SEC, Investment Company Act, Entity Formations, Investments, ETFs, Mutual Funds, EDGAR filings, Legal Compliance, FINRA
Education
North Shore Community College 2009 — 2011
Certificate, Paralegal
Westfield State University 2004 — 2006
Bachelor of Science, Criminal Justice
Suffolk University
Contract Law
Locke Lord LLP January 2015 - Present
Edwards Wildman Palmer LLP April 2007 - Present
Weston Public Schools 2006 - May 2015
Ropes & Gray LLP June 1988 - April 2007
State Street Bank and Trust Company 1985 - 1986
Boston Municipal Research Bureau 1983 - 1985
Education
Suffolk University Law School 1987 — 1990
JD, Law
Colby College 1979 — 1983
BA, Government
State Street Bank and Trust Company 2001 - 2008
Deutsche Bank 2000 - 2002
Bankers Trust Company 1978 - 2000
Skills
Process Improvement
Education
Institute for Paralegal Training, Philadelphia, PA 1974 — 1974
Certificate, Estates and Trusts, Estates and Trusts
Boston University 1969 — 1973
BA, Sociology
MFS Investment Management February 2015 - Present
State Street Bank and Trust Company July 2008 - February 2015
WilmerHale November 2005 - June 2008
Palmer & Dodge LLP (now Edwards Wildman Palmer LLP) August 2004 - October 2005
Weil Gotshal and Manges LLP September 2002 - July 2004
Hutchins, Wheeler & Dittmar, P.C. September 2000 - August 2002
Skills
Securities Regulation, Private Equity, Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Securities, Capital Markets, Derivatives, isda, Banking Law
Education
Boston College Law School 1997 — 2000
JD, Law, cum laude
Richard Stockton College of New Jersey 1993 — 1997
BA, Accounting, summa cum laude
NSPAC September 2011 - Present
Rehbein & Associates, Inc January 1997 - January 2006
PwC January 1994 - January 1996
State Street Bank and Trust Company January 1991 - January 1992
KPMG Peat Marwick January 1988 - January 1991
Local and Regional Firms January 1982 - January 1987
Skills
Accounting, Financial Reporting, Tax, Excel, Microsoft Office, Compliance, General Ledger, Journal Entries, Quickbooks, Reconciliation, Bookkeeping, Tax Returns, Account Reconciliation, Accruals
Education
Bentley University 2010 — 2012
M.S. Financial Planning, Current Graduate Student
University of Denver, College of Law 1984 — 1986
Masters of Taxation, Taxation
University of Minnesota-Mankato 1977 — 1981
B.S, Accounting and Finance
CommunityAmerica Credit Union September 2011 - Present
PRA International April 2009 - September 2011
Sprint Corporation September 2004 - March 2009
Sprint Corporation July 2000 - September 2004
John Hancock Financial Services Company November 1998 - May 2000
State Street Bank and Trust Company June 1997 - October 1998
Merrill Lynch June 1996 - August 1996
Skills
Financial Analysis, Finance, Financial Reporting
Education
Boston College 1993 — 1997
Bachelor of Science degree, business administration; finance
State Street Bank and Trust Company November 2011 - Present
Huber Engineered Woods June 2010 - August 2010
Pawtucket Red Sox May 2009 - September 2009
Skills
Ticket Sales, Sports Marketing, Facebook, Sports, Social Media, Event Planning, Social Media Marketing, Event Management, Sales, Customer Service, Marketing, PowerPoint
Education
Bryant University 2010 — 2011
MBA
Providence College 2006 — 2010
Bachelors, Marketing, German
STRESS RELIEF MANAGEMENT January 2010 - Present
PHASE FORWARD, INCORPORATED (acquired by ORACLE) September 2008 - January 2010
UNICA, INCORPORATED May 2007 - April 2008
SOFTSCAPE, INCORPORATED May 2006 - February 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments Systems Company August 2000 - June 2004
Fidelity Investments Life Insurance February 1994 - August 2000
IONICS, INCORPORATED September 1992 - February 1994
STATE STREET BANK AND TRUST COMPANY March 1992 - September 1992
HARVARD UNIVERSITY, SCHOOL OF MEDICINE November 1991 - January 1992
Skills
Testing, Databases, Websphere, Unix, Weblogic, JIRA, SQL, Software Documentation, Web Applications
Education
Northeastern University 1989 — 1991
Bachelor of Science, Business Administration; Management Information Systems
GOMEL PEDAGOGIC COLLEGE 1984 — 1987
Secondary Education Teaching Degree
Pleasantville United Methodist Church July 2012 - Present
Jung & Associates, P.C. September 2011 - Present
State Street Bank and Trust Company March 2011 - October 2011
Ocean Spray Cranberries August 2010 - November 2010
Massachusetts Department of Revenue March 2010 - May 2010
Judge Joseph A. Greenaway, Jr. August 2009 - November 2009
Skills
Legal Research, Litigation, Intellectual Property, Legal Writing, Civil Litigation, Corporate Governance, Nonprofits, Corporate Law, Commercial Litigation
Education
Northeastern University School of Law 2008 — 2011
Juris Doctor
Drew University 2004 — 2008
Master of Divinity, Theology
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Northeast Investment Management, Inc. August 2003 - Present
Rice, Heard & Bigelow Inc. 1996 - 2003
State Street Bank and Trust Company 1990 - 1996
Education
Northeastern University 1987 — 1991
BS, Business Administration
Boston University
Certified Financial Planner
Mass Housing Finance Agency May 2012 - Present
Mass Housing Finance Agency August 2006 - April 2012
Mass Housing Finance Agency February 2005 - July 2006
U.S. Bank National Association July 2004 - February 2005
U.S. Bank National Association January 2003 - June 2004
State Street Bank and Trust Company March 2001 - December 2002
State Street Bank and Trust Company November 1999 - February 2001
State Street Bank and Trust Company February 1998 - November 1999
State Street Bank and Trust Company April 1997 - February 1998
Skills
Software Documentation, Access, Banking, Program Management, Management, Training, Project Management, Business Intelligence, Financial Reporting, Accounting, Loans, Databases, Testing, Policy, Negotiation, Customer Service, Bonds, Administration, Research
Education
The New England Institute of Art 2003 — 2004
Certificates in Web & Graphic Design, Web & Graphc Design
UMass Boston 1992 — 1996
Bachelor of Arts, English
Bunker Hill Community College 1991 — 1993
Associates, Liberal Arts
State Street Bank and Trust Company June 1989 - Present
Skills
Global Custody, Mutual Funds, Fixed Income, Securities, Equities, Fund Accounting, Hedge Funds, Bloomberg, Financial Services, Corporate Actions, Asset Management, Alternative Investments, Derivatives, Fund Administration, Middle Office, Investments, Back Office, Securities Lending, Capital Markets, Investment Management, Settlement, Relationship Management
Education
Assumption College 1985 — 1989
Bachelor of Arts - Management
Embassy of Japan July 2002 - Present
Embassy of Japan October 1999 - July 2002
Embassy of Japan January 1996 - October 1999
Embassy of Japan February 1994 - January 1996
State Street Bank and Trust Company June 1992 - January 1994
Education
College of Notre Dame of Maryland
Bachelor of Arts, International Relations
Nanzan University
A.A, Junior College: English
Okazaki High School (岡高)
Global Partners LP June 2014 - Present
JPMorgan Chase January 2014 - March 2014
State Street Bank and Trust Company July 2009 - September 2013
Bank of America January 2008 - February 2009
Bank of America June 2004 - January 2008
Skills
Investment Company act..., Form N-1A, Form N-CSR,..., Corporate Governance,..., Project Management, Mutual Funds, Investments, Portfolio Management, Accounting, Corporate Governance, Auditing
Education
University College Dublin 1993 — 1995
Master of Philosophy (MPhil), Irish Studies
The George Washington University 1988 — 1992
Bachelor of Arts (BA), English Language and Literature, General
The Hartford Steam Boiler Inspection and Insurance Company 2005 - Present
National Scouting Report of Kansas City, Inc. 2003 - 2005
State Street Bank and Trust Company 1999 - 2003
Kemper Insurance Group 1979 - 1999
Skills
Insurance, Risk Management, Property & Casualty..., Underwriting, Business Analysis, Commercial Insurance, General Insurance, Marketing, Personal Insurance
Education
Keller Graduate School of Management of DeVry University 1982 — 1984
Master of Business Administration (M.B.A.), "Graduation with Distinction"
University of Wyoming College of Business 1974 — 1979
Bachelor of Science (B.S.), Business Management