International Fund Services (NA) LLC, A State Street Company

Industry: Company

Description

Founded: 1989 Parent organization: State Street Bank and Trust Company

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International Fund Services (NA) LLC, A State Street Company Employees

Employee
Years
Job
Industry
Ben Brenner Ben Brenner New York, New York Details
Ben Brenner's International Fund Services (NA) LLC, A State Street Company Experience August 2013 - December 2014
Job CEO at SpotYoga Corporation
Industry Financial Services
Experience
SpotYoga Corporation   June 2015 - Present
HedgeServ  December 2014 - June 2015
International Fund Services (NA) LLC, A State Street Company   August 2013 - December 2014
International Fund Services (NA) LLC, A State Street Company   July 2012 - August 2013
Bucknell University  June 2011 - May 2012

Skills
Writing, Creative Writing, Microsoft Excel, Bloomberg Terminal, Leadership, Sales, Operations Management

Education
Bucknell University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.8

Bucknell University   2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.95

William Qiao William Qiao Greater New York City Area Details
William Qiao's International Fund Services (NA) LLC, A State Street Company Experience June 2015 - Present
Job IFS State Street Valuation
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2015 - Present
The World Bank  April 2013 - June 2015
Oppenheimer & Co. Inc.   July 2014 - August 2014
Goldstate Securities   May 2012 - August 2012

Skills
Statistics, Economics, Finance, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Data Analysis, SQL, Data Mining, Consulting, Technical Writing, R, C++, Matlab, Teaching, Mac OS, Windows, Customer Service, iOS Development, Analysis, Financial Modeling

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2013 — 2015
Master of Quantitative Finance

Renmin University of China   2011 — 2013
Master of Arts (M.A.), Economics

Georgia Institute of Technology   2008 — 2011
Bachelor of Science (B.S.), Industrial Engineering

Dennis Cerami Dennis Cerami South Plainfield, New Jersey Details
Dennis Cerami's International Fund Services (NA) LLC, A State Street Company Experience November 2014 - Present
Job Hedge Fund NAV Specialist: Supervisor
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2014 - Present
International Fund Services (NA) LLC, A State Street Company   April 2013 - November 2014
Hodulik & Morrison, P.A.   July 2011 - April 2013
Middlesex County Prosecutor's Office  May 2008 - July 2011

Skills
Fund Accounting, Financial Statements, Financial Accounting, Hedge Funds, Alternative Investments, Fixed Income, Swaptions, Futures Trading, Microsoft Excel, Securities, Auditing, Bloomberg, Equities, Federal Funding, Non-profit..., Microsoft Office, Operating Budgets, Standards Compliance, Financial Reporting, Pension Administration, Financial Projection

Education
Kutztown University of Pennsylvania   2007 — 2011
Bachelor of Science (BS), Accounting

Melissa Luczun Melissa Luczun Greater New York City Area Details
Melissa Luczun's International Fund Services (NA) LLC, A State Street Company Experience November 2005 - August 2011
Job Specialist, Trading Support at GIC
Industry Investment Management
Experience
GIC  October 2013 - Present
Magick Productions Group   August 2011 - October 2013
International Fund Services (NA) LLC, A State Street Company   November 2005 - August 2011

Skills
Bloomberg, Fixed Income, Business Analysis, Financial Analysis, Financial Services, Microsoft Excel, Economics, Equities, Process Improvement, Asset Management, Microsoft Office, Hedge Funds, Finance, Photoshop, Alternative Investments, Microsoft Word, Securities, PowerPoint, FX Options, Front Office, Front Office Support, Front to Back Office, Financial Modeling, Derivatives, Valuation, Investments

Education
City University of New York-Hunter College
Bachelor's degree, Economics

Kirsten Hansen Kirsten Hansen Boston, Massachusetts Details
Kirsten Hansen's International Fund Services (NA) LLC, A State Street Company Experience April 2009 - January 2010
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2013 - Present
Citisoft  December 2012 - August 2013
Eagle Investment Systems  November 2010 - November 2012
International Fund Services (NA) LLC, A State Street Company   April 2009 - January 2010
State Street Alternative Investment Solutions  March 2006 - April 2009
Investors Bank & Trust (acquired by State Street)   January 2004 - March 2006
Nail Communications  2003 - 2004

Skills
Equities, Bloomberg, Hedge Funds, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Investments, Business Analysis, Valuation, Financial Services, Account Reconciliation, Business Requirements, Reference Data, Trading

Education
Providence College   2000 — 2003
BA, Humanities

University of Delaware   1999 — 2000

University of the Antilles
French

Jeffrey Kydd, CPA Jeffrey Kydd, CPA New York, New York Details
Jeffrey Kydd, CPA's International Fund Services (NA) LLC, A State Street Company Experience June 2013 - Present
Job V.P. Tax
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2013 - Present
Centerbridge Partners  September 2011 - June 2013
State Street Alternative Investment Solutions  2002 - 2011

Skills
Tax, Accounting, Tax Accounting, Financial Accounting, CPA, Partnership Taxation, Private Equity, Hedge Funds, Fund Of Funds, Fund Accounting, Tax Preparation, Fund Administration, Alternative Investments, Financial Services

Education
Northeastern University   2011 — 2012
Masters, Taxation

University at Buffalo   1996 — 2000
B.S., Accounting

Valeriy Mekhanik Valeriy Mekhanik Greater New York City Area Details
Valeriy Mekhanik's International Fund Services (NA) LLC, A State Street Company Experience June 2009 - June 2010
Job Business Intelligence Analyst
Industry Information Technology and Services
Experience
EPAM Systems  June 2012 - Present
International Fund Services (NA) LLC, A State Street Company   June 2009 - June 2010

Skills
Microsoft BI Suite, Microsoft SQL Server, SharePoint, Project Coordination, Business Analysis, Finance, Cloud Computing, Research Design, Oracle, Cognos, Microsoft Excel, Data Mining, ETL, Microsoft Office, Cell Biology, Statistics, InfoPath Forms, Developers, Molecular Biology, Genetics, Web Video, Powershell, Atlassian JIRA, Organic Chemistry, Tennis, Microsoft CRM, Visual Studio, AutoCAD, Scrum, Agile Project Management, Agile Methodologies, Unit Testing, JIRA

Education
University of Delaware   2006 — 2010
Bachelor's degree, Biological and Biomedical Sciences

Alfonsina Rodriguez Alfonsina Rodriguez Bronx, New York Details
Alfonsina Rodriguez's International Fund Services (NA) LLC, A State Street Company Experience March 2013 - May 2013
Job Senior Analyst at GE Capital
Industry Financial Services
Experience
GE Capital  November 2014 - Present
GE Capital  September 2013 - November 2014
International Fund Services (NA) LLC, A State Street Company   March 2013 - May 2013
Parchem – fine & specialty chemicals   October 2012 - January 2013
Omnicom Group  April 2012 - July 2012
UBS  May 2010 - March 2011
MERRILL LYNCH /BANK OF AMERICA  February 2008 - March 2010
Sempra Energy Trading  September 2006 - August 2007
GENERAL ELECTRIC CORPORATE FINANCIAL SERVICES   June 2003 - August 2005

Skills
Prime Brokerage, Bloomberg, Derivatives, Equities, Finance, Financial Services, Trading, Portfolio Management, Capital Markets, Hedge Funds, Financial Analysis, Asset Management

Education
Manhattanville College   2002 — 2006
Bachelor of Arts, Finance

Danielle Keohane Danielle Keohane New York, New York Details
Danielle Keohane's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Assistant Vice President at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
International Fund Services (NA) LLC, A State Street Company   April 2012 - December 2014
International Fund Services Ireland   October 2010 - April 2012
International Fund Services Ireland   October 2007 - October 2010
International Fund Services Ireland   March 2006 - October 2007

Skills
Microsoft Office, Equities, Customer Service, Bloomberg, Accounting, Financial Services, Microsoft Word, Business Analysis, Microsoft Excel, Project Management, Asset Management, Finance, Hedge Funds, Fund Accounting, Fund Administration, Outsourcing, Alternative Investments, Options, Derivatives, Fixed Income, Corporate Actions, Account Reconciliation, Team Management

Education
University College Cork   2004 — 2005
Masters in Economic Science (MEconSc), Economics, Competition and Regulation

University College Cork   2003 — 2004
Higher Diploma in Business Economics, Economics

University College Cork   2000 — 2003
Bachelor of Arts (B.A.), Economics, Geography

Matthew Byron Matthew Byron Hoboken, New Jersey Details
Matthew Byron's International Fund Services (NA) LLC, A State Street Company Experience 2003 - 2004
Job Manager at EY
Industry Accounting
Experience
EY  January 2012 - Present
Pennsylvania Multi Family Asset Managers   November 2007 - December 2011
Orleans Homebuilders  2006 - 2007
Ryan Homes  2004 - 2006
International Fund Services (NA) LLC, A State Street Company   2003 - 2004

Skills
Big 4, Tax, FATCA, Information Reporting &..., Section 1441

Education
Georgetown University Law Center   2011 — 2011
Master of Laws (LL.M.), Taxation

Georgetown University Law Center   2008 — 2011
Doctor of Law (J.D.), Law

The College of New Jersey   1999 — 2003
B.S., Finance

Magnolia Tamayo Magnolia Tamayo Staten Island, New York Details
Magnolia Tamayo's International Fund Services (NA) LLC, A State Street Company Experience April 2013 - Present
Job Fund Accounting Professional
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   April 2013 - Present
HSBC  June 2009 - September 2012
HSBC Securities  March 2006 - June 2009
HSBC Securities Services  October 2004 - March 2006
BNY Mellon  September 2000 - October 2004

Skills
Geneva, Microsoft Excel, Microsoft Word, Fund Accounting, Hedge Funds, Valuation, Fund Of Funds, Bloomberg, Fund Administration, Account Reconciliation

Education
Hunter College   1995 — 2000
Bachelor of Science (B.S.), Accounting

Frank A Mutter Frank A Mutter New York, New York Details
Frank A Mutter's International Fund Services (NA) LLC, A State Street Company Experience July 2004 - Present
Job Vice President, Treasury Operations at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   July 2004 - Present

Skills
Collateral Management, Cash Management, Hedge Funds, Middle Office, Back Office, Funding, SWIFT messaging, Fixed Income, Securities, Treasury Management

Education
Penn State University   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Leonid Efros, MBA Leonid Efros, MBA Greater New York City Area Details
Leonid Efros, MBA's International Fund Services (NA) LLC, A State Street Company Experience August 2013 - Present
Job Assistant Vice President at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   August 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company   October 2012 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company   April 2011 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company   June 2007 - March 2011
Brendon Corr Inc   January 2004 - August 2006
Smith Barney  February 2006 - May 2006
G & L Partners   August 2005 - August 2005

Skills
Trading, Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Options, Finance, Securities, Derivatives, FX Options, Credit Derivatives, Bloomberg Terminal, Bonds, IDC, Reuters, Futures, Swaps, Middle Office, Financial Analysis, Commodity, Fund Of Funds, Mutual Funds, Markitwire

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2012
MBA, Finance, Management & Business Strategy

Hofstra University   2003 — 2007
BBA, Finance, Management

Christopher Tecchio Christopher Tecchio Greater New York City Area Details
Christopher Tecchio's International Fund Services (NA) LLC, A State Street Company Experience March 2013 - December 2014
Job Associate at Capco
Industry Financial Services
Experience
Capco  January 2015 - Present
International Fund Services (NA) LLC, A State Street Company   March 2013 - December 2014
Bloomberg LP  January 2012 - February 2013
Merrill Lynch Wealth Management  February 2011 - May 2011
Suplee, Clooney, & Company   May 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Data Analysis, Economics, Microsoft Word, Microsoft Office, Finance, Presentation Skills, Analysis

Education
Fairfield University   2007 — 2011
B.S., Finance & Accounting

Carlton Williams, Jr. Carlton Williams, Jr. Greater New York City Area Details
Carlton Williams, Jr.'s International Fund Services (NA) LLC, A State Street Company Experience June 2012 - January 2013
Job IT Consultant at Strategic Value Partners
Industry Information Technology and Services
Experience
Strategic Value Partners  July 2015 - Present
Chelsea Technologies  September 2014 - July 2015
The Leukemia & Lymphoma Society  June 2013 - September 2014
International Fund Services (NA) LLC, A State Street Company   June 2012 - January 2013
University of Hartford  October 2008 - May 2012
Federal Reserve Bank of New York  June 2011 - August 2011
Toronto Montreal Exchange Atrium   June 2010 - August 2010
Wilson Elser  June 2004 - August 2009

Skills
Active Directory, Servers, Java, Citrix, Windows Server, Networking, Photoshop, Linux, Management, Cisco Technologies, Microsoft Office, JavaScript, SQL, Operating Systems, Microsoft Exchange, HTML, Troubleshooting, Data Center, Network Administration

Education
University of Hartford   2008 — 2012
Bachelor’s Degree, Information Technology

University of Hartford   2008 — 2012
Bachelor's degree, Information Technology

Sarma Chitti Sarma Chitti Morganville, New Jersey Details
Sarma Chitti's International Fund Services (NA) LLC, A State Street Company Experience August 2002 - August 2005
Job Senior Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  April 2015 - Present
Capital One  September 2014 - Present
FuturEdu Solutions   January 2011 - August 2014
Credit Suisse  September 2005 - December 2010
International Fund Services (NA) LLC, A State Street Company   August 2002 - August 2005
J.P. Morgan   2001 - 2003
Merrill Lynch  1996 - 2001
Citi ( Saloman Brothers)   December 1994 - February 1996
AT&T  September 1991 - December 1994

Skills
Unix, Electronic Trading, Perl, Equities, SQL, C++, Java, Trading Systems, Hadoop, Capital Markets, XML, OOAD, Program Management, Sybase ASE, Sybase, Middle Office, Derivatives, Software Development, SDLC, Investment Banking, Enterprise Architecture, HBase, Python

Education
New Jersey Institute of Technology   1989 — 1991
Master's degree, Computer Science

University of Hyderabad   1987 — 1989
M.Tech, Computer Science ( AI & Robotics)

V.R.Siddhrtha Engg. college   1982 — 1986
Bachelor's degree, Mechanical Engineering

Imran Ansari Imran Ansari Bayside, New York Details
Imran Ansari's International Fund Services (NA) LLC, A State Street Company Experience March 2015 - Present
Job Vice President at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2015 - Present
Citi Hedge Fund Services, North America, Inc.   September 2013 - March 2015
International Fund Services (IFS)- A State Street Company   March 2013 - September 2013
Advise Technologies  May 2012 - December 2012
Citco Fund Services (USA) Inc.   2010 - 2012
OpHedge Investment Services  2008 - 2010
Citco Fund Services (USA) Inc.   2000 - 2008
PricewaterhouseCoopers  January 1998 - November 2000
BDO Seidman, LLP  November 1996 - December 1997

Skills
Hedge Funds, Fund Accounting, Fixed Income, Fund Administration, Alternative Investments, Derivatives, Financial Accounting, Compilation Of..., Partner Accoutning, Investment Accounting, Month End Close, Net Asset Value (NAV), Equaties, Financial Analysis, Bloomberg, Equities, Accounting, Financial Services, Investment Management, Middle Office, Collateral Management, Fund Of Funds, Valuation, Asset Management, Capital Markets, Securities, Swaps, Emerging Markets, Options, MBS, Prime Brokerage, Corporate Actions, Bonds, FX Options, CDS, Financial Markets, Financial Reporting, Credit Derivatives, Asset Allocation, Mutual Funds

Education
St. John's University, The Peter J. Tobin College of Business   1992 — 1996
BS, Accounting

Rachel Merluza Rachel Merluza Flanders, New Jersey Details
Rachel Merluza's International Fund Services (NA) LLC, A State Street Company Experience February 2013 - May 2013
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp  May 2013 - Present
International Fund Services (NA) LLC, A State Street Company   February 2013 - May 2013
HSBC  September 2011 - October 2012
HSBC  May 2010 - September 2011
HSBC  January 2008 - April 2010
HSBC  November 2005 - January 2008

Skills
Fund Administration, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg, Mutual Funds, Alternative Investments, AML, Valuation, Securities, Financial Services, Portfolio Management, Accounting, Account Reconciliation

Education
Concordia College   2001 — 2005
Bachelor of Arts (B.A.), Business/Spanish/Economics

Park Senior High School   1997 — 2001
High School Diploma

Rebecca Lam Rebecca Lam New York, New York Details
Rebecca Lam's International Fund Services (NA) LLC, A State Street Company Experience January 2013 - Present
Job Financial Analyst at IFS(NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   January 2013 - Present
BNY Mellon  January 2008 - December 2012
J&W Seligman  2001 - 2004

Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling

Education
Baruch College
BBA, Accounting

Fordham University
MBA, Finance

Milind Oke Milind Oke Greater New York City Area Details
Milind Oke's International Fund Services (NA) LLC, A State Street Company Experience October 2012 - May 2014
Job Senior Data Warehouse / Business Intelligence Solution Architect / Manager
Industry Information Technology and Services
Experience
ConvergEx Group  May 2014 - Present
International Fund Services (NA) LLC, A State Street Company   October 2012 - May 2014
Liquidnet  August 2010 - October 2012
Liquidnet  August 2008 - August 2010
R Square  May 2005 - August 2010
UBS Global Asset Management  May 2007 - August 2008
Celgene  September 2005 - April 2007
Wolters Kluwer  May 2005 - August 2005
iGATE  December 1999 - May 2005

Skills
Business Intelligence, Agile Methodologies, Data Integration, Agile Project Management, Architecture, Scrum, Oracle, PL/SQL, ETL, SDLC, Cognos, Database Design, SQL, Data Warehouse..., Microsoft Office, Data Modeling, OLTP, Shell Scripting, Electronic Trading, Program Management, Technical Leadership, Atlassian JIRA, MS Project, Data Mining, OLAP, Oracle SQL, Financial Services, Dark Pools, Reporting Systems, Netezza, Databases, Unix, JIRA, Oracle SQL Developer

Education
WIEECT   1997 — 2000
B. Sc. Tech, Computer Technology

Ruia   1994 — 1997
B. Sc., Physics

University of Mumbai   1992 — 1994
Higher Education, Physics Chemistry Mathematics

jerome burke jerome burke Newark, New Jersey Details
jerome burke's International Fund Services (NA) LLC, A State Street Company Experience March 2004 - September 2004
Job Senior Financial Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  February 2012 - Present
Prudential Financial  April 2009 - February 2012
JPMorgan Chase  March 2008 - February 2009
Bell Potter Securities   September 2007 - November 2007
National Australia Bank  April 2007 - September 2007
Citco Fund Services  November 2005 - February 2007
International Fund Services (NA) LLC, A State Street Company   March 2004 - September 2004

Skills
Accounting, Fund Accounting, Middle Office, Bloomberg Terminal, Global Custody, Fixed Income, Financial Analysis, Qualified Chartered..., Account Reconciliation, Microsoft Excel, Alternative Investments, Equities, Finance, Derivatives, Investments, Risk Management

Education
ACCA (Association of Chartered Certified Accountants)
ACCA, Accounting

Letterkenny Institute of Technology   2004 — 2005
Master's Degree, Accounting and Finance

Letterkenny Institute of Technology   1999 — 2003
Bachelor's Degree, Accounting and Business/Management

Aramis Jenkins Aramis Jenkins Tulsa, Oklahoma Area Details
Aramis Jenkins's International Fund Services (NA) LLC, A State Street Company Experience November 2014 - July 2015
Job Financial Services Expert
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2014 - July 2015
BNY Mellon  October 2001 - October 2014

Skills
Bonds, Derivatives, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Management, Microsoft Excel, Mutual Funds

Education
Philadelphia Biblical University   2003 — 2007
Bachelor of Science (BS), Bible/Biblical Studies

Penn State University   1996 — 2000
Bachelor of Science (BS), Accounting

Peter Kang Peter Kang New York, New York Details
Peter Kang's International Fund Services (NA) LLC, A State Street Company Experience June 2014 - Present
Job Software Developer Consultant at International Fund Services (NA) LLC, A State Street Company
Industry Information Technology and Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2014 - Present
Fortress Investment Group  December 2013 - May 2014
Wynright Corporation  November 2012 - November 2013
Tropics Software Technologies  July 2012 - October 2012
Multivision Inc.  February 2012 - July 2012

Skills
SQL, Agile Methodologies, C#, Java, Microsoft SQL Server, Web Services, ASP.NET, Visual Studio, XML, SOA, .NET, Web Applications, OOP, SDLC, WCF, Databases

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics, 3.4 GPA

NIIT Bangalore   2011 — 2011
Diploma in Java Technologies, Core Java, J2EE, Oracle SQL

Don Delima Don Delima New York, New York Details
Don Delima's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Investment Management Operations Analyst at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
The Permal Group   February 2014 - October 2014
JPMorgan Chase  December 2013 - January 2014
Morgan Stanley  March 2013 - December 2013
Moody's Corporation  June 2012 - March 2013
Avis Budget Group  June 2011 - May 2012
The Burgiss Group  January 2011 - May 2011
Merrill Lynch  December 2008 - April 2009
Merill Lynch  September 2008 - December 2008

Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio

Education
Saint John's University - Peter J. Tobin College of Business   2010 — 2012
Master of Business Administration, Finance, 3.88

Rutgers University   2004 — 2008
Bachelor of Arts, Economics, 3.12

Holy Spirit High School

Stephen Jarosh Stephen Jarosh Greater New York City Area Details
Stephen Jarosh's International Fund Services (NA) LLC, A State Street Company Experience March 2013 - Present
Job IFS
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2013 - Present
State Street Bank  January 2010 - February 2013
Global Pathways at Northeastern University   January 2009 - October 2009
Arrabe Integra   March 2008 - July 2008
State Street  January 2007 - August 2007

Skills
Bloomberg, Analysis, Investments, Portfolio Management, SAP, Microsoft Excel, Mutual Funds, Finance, Spanish, Accounting, Microsoft Office, General Ledger

Education
Northeastern University   2004 — 2009
BSIB, International Business - Finance

Universidad Pontificia Comillas   2007 — 2008
Business

John Lutz John Lutz Greater New York City Area Details
John Lutz's International Fund Services (NA) LLC, A State Street Company Experience October 2014 - August 2015
Job Officer at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions  August 2015 - Present
International Fund Services (NA) LLC, A State Street Company   October 2014 - August 2015
Mitsubishi UFJ Fund Services  October 2013 - September 2014
Angelo, Gordon & Co.   September 2012 - October 2013
Citco Fund Services  January 2008 - January 2012
Citco Fund Services  January 2006 - December 2007
Citco Fund Services  August 2003 - December 2005
Deutsche Bank (acquired by State Street)   February 2001 - August 2003
Morgan Stanley Dean Witter  August 1998 - November 2000

Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds

Education
City University of New York-Herbert H. Lehman College
BA, Accounting

Bronx High School of Science

Andrew Liaw Andrew Liaw New York, New York Details
Andrew Liaw's International Fund Services (NA) LLC, A State Street Company Experience January 2015 - Present
Job Officer at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   January 2015 - Present
Deloitte Bermuda  January 2013 - January 2015
Deloitte  August 2010 - January 2013
Deloitte  January 2007 - August 2010

Skills
Hedge Funds, Private Equity, Capital Allocation, NAV, Financial Statements, Trial Balance, Collaborative Leadership, Account Reconciliation, Securities, Swaps, Currency Futures, Futures Trading, Forwards, Foreign Currency..., Partnership Taxation, Management, Cross-functional Team..., Cross-functional..., Wash Sales, Constructive Sales, Straddles, Dividends, Withholding, Options, FX Options, Warrants, Equities, Short Sales, Bonds, Microsoft Excel, MS Excel Pivot Tables, MS Excel Macros, Microsoft Word, GoSystems, AllocatesAll, Corptax, Bloomberg, BNA, Mandarin, Chinese

Education
The University of Akron   2009 — 2010
Taxation, Master's degree

Case Western Reserve University   2005 — 2009
Accounting, Bachelor of Applied Science (B.A.Sc.)

Grace Yoon Grace Yoon United States Details
Grace Yoon's International Fund Services (NA) LLC, A State Street Company Experience 2004 - Present
Job
Industry
Experience
International Fund Services (NA) LLC, A State Street Company   2004 - Present
Alliance Capital  August 2002 - June 2004
Merrill Lynch  June 1999 - July 2002
SunAmerica Mutual Funds  September 1998 - June 1999

Skills
Finance

Education
Rutgers University-New Brunswick
Bachelor's Degree

Meghan Ventura Meghan Ventura New York, New York Details
Meghan Ventura's International Fund Services (NA) LLC, A State Street Company Experience June 2011 - Present
Job Officer, International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2011 - Present
International Fund Services (NA) LLC, A State Street Company   December 2009 - June 2011
MetLife  July 2009 - December 2009

Skills
Hedge Funds, Financial Services, Relationship Management, Business Development, Project Management, Due Diligence, Alternative Investments, Business Relationship..., Customer Service, Fund Administration, Fixed Income, Management

Education
Seton Hall University
Bachelor of Science (B.S.), Business Administration with a concentration in marketing

Taunton High School

Loyd Stephen Loyd Stephen San Diego, California Details
Loyd Stephen's International Fund Services (NA) LLC, A State Street Company Experience April 2013 - December 2013
Job Registered Nurse at UC San Diego Health System
Industry Hospital & Health Care
Experience
UC San Diego Health System  2015 - Present
Highland Hospital  July 2014 - January 2015
Palomar Health  2015 - 2015
International Fund Services (NA) LLC, A State Street Company   April 2013 - December 2013
Bessemer Trust  October 2011 - April 2013
Barclays Capital  October 2008 - September 2011
UBS Investment Bank  July 2007 - August 2007
Goldman Sachs  January 2007 - June 2007
Raytheon  January 2006 - June 2006

Skills
Nursing, Healthcare, ICU, Certified Nursing..., ACLS, Patient Care Tech, Volunteer Leadership, CCP, PCT, BLS, Hedge Funds, Equities, Portfolio Management, AML, KYC, Due Diligence, Compliance, RN, Hospitals, TeamSTEPPS, Critical Care, Patient Care Associate, Health Care Assistant, CNA, EPIC Systems, UCSD Resuscitation...

Education
University of Rochester   2014 — 2014
Bachelor of Science Degree in Nursing, Registered Nursing/Registered Nurse

Northeastern University   2004 — 2008
Bachelor of Science in Business Administration, Finance and Marketing

Middlesex University   2004 — 2004
Semester Abroad in London

Samuel Whitney Samuel Whitney New York, New York Details
Samuel Whitney's International Fund Services (NA) LLC, A State Street Company Experience August 2010 - Present
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   August 2010 - Present
Merrill Lynch  July 2008 - August 2010
Northwestern Mutual  September 2007 - March 2008

Education
Fordham University - Graduate School of Business Administration   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance

Jennifer Karlgaard Jennifer Karlgaard Minneapolis, Minnesota Details
Jennifer Karlgaard's International Fund Services (NA) LLC, A State Street Company Experience May 2005 - August 2005
Job Real Estate Finance Professional
Industry Retail
Experience
New York & Company  August 2014 - May 2015
maurices  October 2008 - July 2014
JPMorgan Chase  July 2007 - September 2008
JPMorgan Chase  June 2006 - August 2006
International Fund Services (NA) LLC, A State Street Company   May 2005 - August 2005

Skills
Finance, Retail, Microsoft Excel, Real Estate, Access, Financial Analysis, PowerPoint, Microsoft Word, Analysis, Marketing, ESRI Business Analyst, ESRI ArcGIS, MicroStrategy, Hyperion

Education
Cornell University
Bachelor of Science (B.S.), Applied Economics & Management

Denise Lin Denise Lin New York, New York Details
Denise Lin's International Fund Services (NA) LLC, A State Street Company Experience March 2014 - Present
Job AntiMoney Laundering Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2014 - Present
State Street  October 2012 - March 2014
Oppenheimer & Co.   July 2011 - August 2011
The Observatory Hotel   March 2011 - April 2011
Oppenheimer & Co.   June 2010 - August 2010

Skills
Microsoft Excel, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Management, Fund Accounting, Marketing, Community Outreach, Anti Money Laundering, KYC

Education
Boston University - School of Management   2008 — 2012
Bachelor of Science in Business Administration, Finance

Klara Astashova Klara Astashova New York, New York Details
Klara Astashova's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Transfer Agency Associate at IFS, State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
Legends Bar and Restaurant   November 2010 - Present
UBS  June 2010 - August 2010

Skills
Teamwork, Bartending, Microsoft Excel, Time Management, Restaurants, Customer Service, Food & Beverage, Microsoft Office, Inventory Management, Financial Analysis, Budgets, Microsoft Word, PowerPoint, Forecasting, Data Entry, Public Speaking

Education
City University of New York-Baruch College   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

ASA Institute of Business and Computer Technology   2009 — 2010
Associate's degree, Accounting

Orenburg State University (OSU)   2005 — 2008
Bachelor of Engineering (BEng), Engineering in Medical and Biological Practice, A

Karolina Winiarska Karolina Winiarska New York, New York Details
Karolina Winiarska's International Fund Services (NA) LLC, A State Street Company Experience April 2015 - Present
Job Trade Ops Specialist | Associate I at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2015 - Present
Dealogic  October 2014 - April 2015
Agata & Valentina  May 2014 - August 2014
T3 Trading Group, LLC  May 2013 - July 2013
Reavis Parent Lehrer LLP  January 2010 - May 2010
Law Office of Isabel M. Hidrobo   January 2010 - May 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Social Media, English, Time Management, Access, Data Analysis, Leadership

Education
Baruch College   2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA 3.74

Matthew Passariello Matthew Passariello Middletown, New Jersey Details
Matthew Passariello's International Fund Services (NA) LLC, A State Street Company Experience April 2014 - Present
Job Tax Specialist at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   April 2014 - Present
Colacino Tax Partners   February 2014 - April 2014
RR Advisory Group, LLC   December 2013 - February 2014
Alternative Assets Investment Management, LLP   September 2010 - November 2010
YMCA  June 2008 - August 2010

Skills
Accounting, Financial Statements, Marketing, Customer Service, Management, Tax Preparation, Financial Analysis, Bloomberg, Data Analysis, Bloomberg Terminal, Financial Modeling, Economics, Outlook, Access, Tax Returns, QuickBooks, Auditing, Valuation, Social Media, Corporate Finance, Public Speaking, Event Planning, Microsoft Excel

Education
Fordham University - Graduate School of Business Administration   2012 — 2013
Master of Science (M.S.), Professional Accounting, N/A

Fordham University Gabelli School of Business   2008 — 2012
Bachelor of Science (BS), Applied Accounting and Finance

Christian Brothers Academy - Lincroft, NJ   2004 — 2008
High School Diploma

Caroline Lee Dewey Caroline Lee Dewey New Orleans, Louisiana Details
Caroline Lee Dewey's International Fund Services (NA) LLC, A State Street Company Experience June 2005 - June 2010
Job Social Work Intern at Youth Empowerment Project | Youth Yoga Instructor | Reiki Master
Industry Health, Wellness and Fitness
Experience
Good Common Practice   January 2015 - Present
Youth Empowerment Project  January 2015 - Present
The New Dawn Foundation   March 2014 - Present
Psychology Department - LIU Brooklyn   June 2012 - Present
New York Community Hospital of Brooklyn   June 2013 - January 2014
Poke Restaurant   September 2010 - June 2012
Gregory's Coffee  June 2010 - October 2010
International Fund Services (NA) LLC, A State Street Company   June 2005 - June 2010

Skills
Social Work, Community Outreach, Psychology, Research, Creative Writing, Event Planning, Public Speaking, Program Development, Nonprofits, Microsoft Office, Customer Service, Social Media, Program Evaluation, Psychotherapy, Fundraising, Writing, SPSS, Editing, Teaching, Spanish, Data Analysis, Meditation, Mindfulness, Theology, PowerPoint, Wellness, Yoga, Outlook, Philosophy, Photography, Volunteer Management, Critical Thinking, Higher Education, Data Entry, Strategic Planning, Project Management, Statistics, Mental Health Care, Mediation, Children's Yoga, Human Subjects Research, Reiki, Movement Therapy, Art Therapy, Social Media Marketing, Text Editing, Team Building, Student Development, Energy Healing, Group Therapy

Education
Tulane University   2014 — 2015
Master of Social Work (MSW), Global Social Work Certificate

Long Island University, Brooklyn Campus   2009 — 2013
Bachelor of Arts (B.A.), Psychology

University of Vermont   2005 — 2008
Bachelor of Arts (B.A.), Psychology

Sawsan Arafat Sawsan Arafat Toronto, Canada Area Details
Sawsan Arafat's International Fund Services (NA) LLC, A State Street Company Experience August 2015 - Present
Job Investor Relations Supervisor (IFS)
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   August 2015 - Present
State Street  April 2014 - August 2015
International Fund Services (NA) LLC, A State Street Company   December 2012 - April 2014

Skills
Microsoft Office, Event Planning, Marketing Research, Sales Presentations, Marketing Communications, Financial Analysis, Teamwork, Strategic Leadership, Time Management, Customer Service, Investment Strategies, Financial Reporting, Fund Accounting, Hedge Funds, Manage Client..., Cash Management, Client Development, Report Writing, Advertising, Analysis, CRM, Finance, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Social Media, Strategic Financial..., Strategic Planning, System Administration, Mutual Funds, Strategy

Education
Ryerson University   2010 — 2012
Bachelor of Commerce (B.Com.), Finance, General

Sheridan College   2007 — 2010
Advanced Diploma, Business Administration - Marketing

shaoji niu shaoji niu Princeton, New Jersey Details
shaoji niu's International Fund Services (NA) LLC, A State Street Company Experience April 2015 - Present
Job Derivatives Valuation Sr Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2015 - Present
Tanaka Capital Management  March 2014 - August 2014
Broadhi Capital   March 2013 - June 2013
Agricultural Bank of China  June 2012 - August 2012

Skills
Microsoft Excel, Visual C++, Financial Modeling, R, Investments, Matlab, Equity Trading, Valuation, VBA, SQL, Quantitative Finance, Equities, Data Analysis, Derivatives, Economics

Education
Rutgers Business School   2013 — 2015
Master's degree, Financial Mathematics, 3.7/4.0

Renmin University of China   2009 — 2013
Bachelor of Science (BS), Financial Mathematics, 3.59/4.00

Brandon Krupunich Brandon Krupunich Albany, New York Details
Brandon Krupunich's International Fund Services (NA) LLC, A State Street Company Experience January 2015 - Present
Job NAV Specialist, Associate II at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   January 2015 - Present
SEFCU  June 2012 - Present
AXA Advisors  January 2013 - April 2013

Skills
Problem Solving, Financial Analysis, Stock Picking, Risk Assessment, Stock Trading, Portfolio Management, Regression Analysis

Education
The College of Saint Rose   2009 — 2013
Bachelor of Science (BS), Business Administration: Finance Concentration

Fred Capobianco, CPA Fred Capobianco, CPA Greater New York City Area Details
Fred Capobianco, CPA's International Fund Services (NA) LLC, A State Street Company Experience 2008 - 2009
Job Accounting Professional
Industry Accounting
Experience
Ann Aboulafia P.C. CPA   2009 - 2011
International Fund Services (NA) LLC, A State Street Company   2008 - 2009
BNY Mellon  2004 - 2008
KPMG  2003 - 2004
J.T. Shulman P.C. CPA's   2001 - 2003
BDO USA, LLP  2000 - 2001
Goldstein Golub Kessler LLP  1998 - 2000
Michael & Adest CPA's PC   1989 - 1998

Skills
Accounting, CPA, Financial Statements, Financial Reporting, Tax, Hedge Funds, Auditing, Alternative Investments, Finance, Financial Services, Tax Preparation, Account Reconciliation, Investments, Financial Audits, Private Equity

Education
Hofstra University

Benjamin Lipman Benjamin Lipman New York, New York Details
Benjamin Lipman's International Fund Services (NA) LLC, A State Street Company Experience January 2015 - Present
Job Tax Specialist, Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   January 2015 - Present
Baker Tilly Virchow Krause, LLP  July 2014 - December 2014
Baker Tilly Virchow Krause, LLP  July 2012 - July 2014
Ehrhardt Keefe Steiner & Hottman PC   October 2009 - July 2012

Skills
Accounting, Tax Returns, Preparation, Microsoft Excel, Tax, Financial Analysis, Account Reconciliation, Tax Accounting, Tax Preparation, Corporate Tax, Income Tax

Education
University of Colorado Boulder - Leeds School of Business   2007 — 2009
B.S. in Business Administration, Accounting

Steven Addonisio Steven Addonisio Greater New York City Area Details
Steven Addonisio's International Fund Services (NA) LLC, A State Street Company Experience May 2011 - Present
Job Director International Fund Services NA
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   May 2011 - Present
The Bank of New York Mellon  August 2006 - April 2011
NYS Senator Joseph P. Addabbo   December 2004 - December 2010

Skills
Hedge Funds, Financial Services, Financial Analysis, Capital Markets, Alternative Investments, Mutual Funds, Securities, Fixed Income, Bloomberg

Education
Saint Francis Prep   1994 — 1998
High School

Queens College
Bacehlors, Economics

Marc Waegemann Marc Waegemann Greater Boston Area Details
Marc Waegemann's International Fund Services (NA) LLC, A State Street Company Experience July 2012 - Present
Job Risk & Reporting, Director at State Street
Industry Financial Services
Experience
State Street  March 2015 - Present
International Fund Services (NA) LLC, A State Street Company   July 2012 - Present
L. F. Howard Associates, Inc.   January 2000 - June 2012
Medical Records Institute  January 1998 - December 1999
Horst Chrt Steuerberater   August 1996 - December 1997
Systems Automation / Judge Imaging, Inc.   June 1995 - July 1996
Lanier Worldwide, Inc  June 1994 - June 1995

Skills
Advent, SQL, Project Planning, Strategic Financial..., Strategic Planning, Investments, Business Planning, Business Strategy, Research, Business Development, Policy, Project Management, Strategy, Account Management, Operations Management, Management, Government, Insurance, Contract Negotiation, Leadership, Analysis, Portfolio Management, Finance, Asset Management, Negotiation, Marketing, Accounting, Risk Management, Financial Services, Hedge Funds, Training, Financial Analysis, Wealth Management

Education
University of Massachusetts School of Law - Dartmouth   2000 — 2004
J.D., Juris Doctor, Law

Beloit College   1990 — 1994
B.A., Bachelors of Arts, International Relations

Berkshire School   1986 — 1990

Pål Høye Pål Høye Greater New York City Area Details
Pål Høye's International Fund Services (NA) LLC, A State Street Company Experience August 2004 - August 2010
Job Vice President Technology at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs  August 2010 - Present
International Fund Services (NA) LLC, A State Street Company   August 2004 - August 2010
ThoughtWorks  August 2003 - August 2004
Icon Nicholson  March 2001 - August 2003
Electric Farm   January 2001 - March 2001
Aspiro AB   May 2000 - September 2000
Merkantildata   October 1999 - May 2000
TALX Corp.  May 1998 - August 1999

Skills
Agile, Scrum, Software Development, Java, SOA, Enterprise Architecture, Software Project..., SQL, J2EE, XML, SQL Server, MySQL, Ant, JavaScript, TDD, Architecture, Subversion, Spring, Agile Project Management, Program Management, Sybase, Eclipse, Product Management, SDLC, Application Development, OOP, HTML, Web Applications, Team Leadership, Agile Methodologies, E-commerce, Architectures, Web Development, Test Driven Development, Change Management, Cross-functional Team..., Project Management, Strategic Leadership, Strategic Planning, Technical Leadership, Thought Leadership, Java Enterprise Edition

Education
Universitetet i Bergen   1994 — 1998
B.S., Information Science

University of Missouri-Saint Louis   1997 — 1998
B.S., Management Information Systems

Anetta Tovt Anetta Tovt New York, New York Details
Anetta Tovt's International Fund Services (NA) LLC, A State Street Company Experience January 2015 - Present
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   January 2015 - Present
Joseph Gunnar & Co, LLC   September 2013 - January 2015

Skills
Portfolio Management, Securities, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Markets, Hedge Funds, Customer Service, Public Speaking, Microsoft Excel

Education
Pace University - Lubin School of Business   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

Nicholas Ferraro Nicholas Ferraro Greater New York City Area Details
Nicholas Ferraro's International Fund Services (NA) LLC, A State Street Company Experience April 2015 - Present
Job Global Maintenance Associate at State Street
Industry Entertainment
Experience
International Fund Services (NA) LLC, A State Street Company   April 2015 - Present
Weintraub Films   March 2013 - May 2015
Larsen Home Improvement   April 2011 - February 2015
Larsen Home Improvement   April 2009 - April 2011
Larsen Home Improvement   April 2007 - April 2009
BNY Mellon  March 2006 - April 2007
Target  2003 - 2005
Target  January 2000 - 2003
Madison Square Garden  September 2001 - April 2002

Skills
Sales, Financial Analysis, Management, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Film Production, Screenwriting, Film Festivals, PowerPoint, Statistics, Securities, Account Management, Microsoft Office, Finance, Analysis, Dedication to..., Time Management, Client Interfacing..., Business Innovation, Bloomberg, Accounting, Social Networking, Social Media, Script Coverage, Mac OS, Priority Management, Team Leadership, Marketing, Research, Retail, Advertising, Investment Management, Financial Reporting, Strategic Planning, Equities, Fixed Income

Education
LIU Post   1999 — 2005
Bachelor of Science (BS), Business Administration and Management

Wantagh High School   1995 — 1999
Regents Diploma

Brian Fung Brian Fung Greater New York City Area Details
Brian Fung's International Fund Services (NA) LLC, A State Street Company Experience July 2011 - January 2014
Job Treasury Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
International Fund Services (NA) LLC, A State Street Company   July 2011 - January 2014
Kraft Foods Group  March 2011 - July 2011
The Late Show with David Letterman  August 2009 - December 2009
New York Post  June 2009 - August 2009
AQR Capital Management  June 2007 - August 2007

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2010
Bachelor of Science (B.S.), Finance

Josh Goldberg, MBA Josh Goldberg, MBA Miami/Fort Lauderdale Area Details
Josh Goldberg, MBA's International Fund Services (NA) LLC, A State Street Company Experience June 2011 - March 2013
Job Financial Analyst, MBA
Industry Financial Services
Experience
Royal Caribbean Cruises, Ltd.   June 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company   June 2011 - March 2013
Brisk Beverage Ltd.   July 2010 - September 2010
MAKO Surgical Corp.  June 2009 - August 2009

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Accounts Payable, Auditing, Alternative Investments, Microsoft Excel, Hedge Funds, Time Management, PowerPoint, Financial Reporting, Teamwork, Leadership, People Skills, Customer Service, Business Strategy, Account Management, Valuation, Data Analysis, Market Research, Project Management, Social Media, Team-oriented, Public Speaking, Online Marketing, Passion for Helping..., Problem Solving, Microsoft Word, Microsoft Office

Education
University of Miami   2013 — 2015
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelors of Science

Sean Jasiukiewicz Sean Jasiukiewicz New York, New York Details
Sean Jasiukiewicz's International Fund Services (NA) LLC, A State Street Company Experience August 2013 - March 2015
Job Assistant Vice President at Markit EDM Implementation Consultant
Industry Financial Services
Experience
Markit  March 2015 - Present
International Fund Services (NA) LLC, A State Street Company   August 2013 - March 2015
International Fund Services (NA) LLC, A State Street Company   March 2011 - August 2013
BNY Mellon  August 2010 - March 2011
Merrill Lynch  December 2009 - June 2010

Skills
Markit EDM, Fixed Income, Equities, Bloomberg Terminal, Hedge Funds, SQL, Financial Analysis, Investments, Finance, Mutual Funds, Securities, Derivatives, Alternative Investments, Bonds, Swaps, Options, Futures, Microsoft Excel, Vlookup, Macro, TestTrack, SWIFT messaging, Factoring, MBS, Testing, UAT coordination, Data Reconciliation, Middle Office, Bloomberg, security master, UAT, Data Analysis, Data Management, Microsoft SQL Server

Education
Fairfield University   2006 — 2010
Bachelors of Science, Finance

Fairfield University   2006 — 2010
Bachelor of Science (BS), Management

Australia Catholic UniversityBrisbane   2008 — 2009

Saint Joseph's Preparatory School   2002 — 2006

Peter Juliano Peter Juliano Greater New York City Area Details
Peter Juliano's International Fund Services (NA) LLC, A State Street Company Experience 2005 - 2008
Job Project Manager at Traiana
Industry Financial Services
Experience
Traiana  2015 - Present
AIG  2014 - 2015
The Citco Group of Companies  2010 - 2014
Alma Scuola Cucina   2009 - 2010
Goldman Sachs  2008 - 2009
International Fund Services (NA) LLC, A State Street Company   2005 - 2008

Education
Fairfield University
Bachelor of Science (BS), Accounting and Finance

International Culinary Center
Italian Studies

Dimitry Gondre Dimitry Gondre Greater New York City Area Details
Dimitry Gondre's International Fund Services (NA) LLC, A State Street Company Experience January 2014 - September 2014
Job FX/MONEY MARKET OPERATIONS ANALYST
Industry Investment Banking
Experience
Mizuho Bank  September 2014 - Present
International Fund Services (NA) LLC, A State Street Company   January 2014 - September 2014
SEI INVESTMENTS  October 2013 - December 2013
University of Hartford  September 2009 - May 2013
Microsoft  October 2012 - January 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Event Planning, Research, Student Affairs, Administrative..., Customer Service, Filing, Time Management, Sales, Data Analysis, Critical Thinking, Access, Teamwork, Social Networking, Accounting, Facebook, Public Speaking, Leadership, Analysis, Marketing, Account Reconciliation, Retail, Statistics, Windows, Financial Analysis, Banking, Resume Writing, Matlab, Tutoring, Administration, Analytical Skills, Investments, Finance, Managerial Finance, Economics, C, Management, Team Building, Project Management, Problem Solving, Process Improvement, Social Media, Training

Education
University of Hartford   2009 — 2013
BAchelors Degree in Business Administration, Economics and Finance

University of Hartford   2009 — 2013
Bachelor of Science (B.S.), Economics and Finance

Dan Hevesi Dan Hevesi New York, New York Details
Dan Hevesi's International Fund Services (NA) LLC, A State Street Company Experience 2004 - 2005
Job Business Development at HedgeServ
Industry Financial Services
Experience
HedgeServ  2013 - Present
CMH Garrison, LLC   2009 - 2012
Praetorian Securities, LLC   2005 - 2008
Third Point LLC  2005 - 2007
International Fund Services (NA) LLC, A State Street Company   2004 - 2005
New York State Senate  1999 - 2002

Education
Columbia University - School of International and Public Affairs
Master's Degree, Public Policy Analysis

Queens College
Bachelor's Degree, Political Science and Government

Alina Samusi Alina Samusi Sacramento, California Area Details
Alina Samusi's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Alternate Investment Operations Specialist
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
American University, Office of Development  September 2013 - December 2013
Kid Power Inc.  June 2011 - August 2013
StrengthsInsight   January 2013 - May 2013
bon appetit management company  October 2010 - May 2013

Skills
Customer Service, Photoshop, Microsoft Office, Administrative Support, Social Media Marketing, Marketing, PowerPoint, Time Management, Public Speaking, Leadership, Research, Teamwork, Event Management, Outlook, Facebook, Public Relations, Blogging

Education
American University - Kogod School of Business   2010 — 2013
BS, Business Language and Culture- German

WHU – Otto Beisheim School of Management   2012 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Whitney High School   2006 — 2010

Alissa Tucci Alissa Tucci Greater New York City Area Details
Alissa Tucci's International Fund Services (NA) LLC, A State Street Company Experience July 2013 - June 2014
Job Senior Investment Operations Associate at Prudential
Industry Financial Services
Experience
Prudential Fixed Income  June 2014 - Present
C&A Sportswear LLC   January 2008 - Present
International Fund Services (NA) LLC, A State Street Company   July 2013 - June 2014
BMW of North America, LLC  May 2012 - July 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, QuickBooks, Windows, Finance, Bloomberg Terminal, Bonds, Middle Office, Fixed Income, Reuters, Pricing Analysis, Securities, Options, Derivatives, Leadership, Bloomberg

Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General

Montclair State University   2010 — 2013
Bachelor of Business Administration (BBA), Business Administration c/o Finance

Jasmine Haynes Jasmine Haynes Orange, New Jersey Details
Jasmine Haynes's International Fund Services (NA) LLC, A State Street Company Experience November 2014 - Present
Job KYC Specialist/Transfer Agent
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2014 - Present
Jefferies LLC  May 2014 - August 2014
ICAP  April 2014 - April 2014
Brown Brothers Harriman  January 2014 - March 2014
Merrill Lynch  September 2013 - November 2013
Nova Southeastern University  September 2012 - April 2013
Pershing, a BNY Mellon company  June 2012 - August 2012

Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research

Education
Nova Southeastern University   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Brendan Guthrie Brendan Guthrie Greater Boston Area Details
Brendan Guthrie's International Fund Services (NA) LLC, A State Street Company Experience July 2015 - Present
Job Assistant Vice President at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   July 2015 - Present
International Fund Services (NA) LLC, A State Street Company   May 2013 - July 2015
International Fund Services (NA) LLC, A State Street Company   May 2012 - May 2013
International Fund Services (NA) LLC, A State Street Company   June 2011 - May 2012
International Fund Services (NA) LLC, A State Street Company   January 2011 - June 2011
Wells Fargo Financial  June 2010 - September 2010

Education
Providence College   2006 — 2010
BS, Management

Vincent Jacobucci Vincent Jacobucci Greater New York City Area Details
Vincent Jacobucci's International Fund Services (NA) LLC, A State Street Company Experience March 2014 - July 2015
Job Valuations Specialist at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2015 - Present
International Fund Services (NA) LLC, A State Street Company   March 2014 - July 2015
Deloitte  February 2013 - March 2014
UBS  June 2012 - August 2012
Czar Metrics   February 2012 - May 2012
Compass Labs  September 2011 - January 2012
Harlem Village Academies  June 2011 - August 2011
Harker Research  September 2010 - May 2011
Morehead Planetarium and Science Center  May 2008 - August 2010
UNC-CH Physics and Astronomy Department   January 2010 - May 2010

Skills
Data Analysis, VBA, Microsoft Excel, Valuation Modeling, Interest Rate..., Financial Modeling, Fincad, Microsoft Office, Leadership, Research, Analysis, Matlab, C++, Public Speaking, R, Stata, Bloomberg Terminal, Tableau, Pivot Tables, Consulting, Management, Business Analysis, Project Management

Education
New York University   2011 — 2012
M.S., Financial Engineering, 3.98

University of North Carolina at Chapel Hill   2006 — 2010
B.S, Physics and Astronomy w/ minor in Mathematics

Guilford College   2004 — 2006
n/a, Attended during high school

Justin Sze Justin Sze Greater New York City Area Details
Justin Sze's International Fund Services (NA) LLC, A State Street Company Experience June 2012 - Present
Job Investor Relations
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2012 - Present
Sables Smoked Fish Inc   May 2011 - June 2012
USTA  August 2005 - September 2011
Jim Waters Corp  January 2011 - May 2011
Bureau of Economic Research   November 2010 - December 2010
HSBC Broking Services Asia Limited   June 2010 - July 2010

Skills
Word, Excel, Inventory Management, Research, Analysis, PowerPoint, Supervisory Experience, Data Analysis, Employee Relations, Event Management, Human Resources, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, Software Documentation, Time Management, Training

Education
Marist College   2007 — 2011
B.S., Business Administration, Concentration: Human Resources

Paul Schreiber High School   2003 — 2007

Jon Goodwin Jon Goodwin Greater New York City Area Details
Jon Goodwin's International Fund Services (NA) LLC, A State Street Company Experience September 2014 - Present
Job Senior Operations Associate at International Fund Services (Ireland) Ltd, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   September 2014 - Present
International Fund Services (NA) LLC, A State Street Company   January 2012 - August 2014
Brown Brothers Harriman  July 2011 - December 2011

Skills
PowerPoint, Financial Analysis, Hedge Funds, Bloomberg, Microsoft Excel, Securities, Financial Services, Analysis, Derivatives, Microsoft Office, Valuation, Data Analysis, Client Relations Skills, Time Management, Manage Client..., Collateral Management, Mutual Funds, Portfolio Management

Education
James Madison University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Bhaven Shah Bhaven Shah Sayreville, New Jersey Details
Bhaven Shah's International Fund Services (NA) LLC, A State Street Company Experience January 2007 - Present
Job NAV Accountant at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   January 2007 - Present
Viteos  August 2006 - January 2007

Skills
Hedge Funds, NAV, Financial Analysis, Bloomberg, Fund Accounting, Equities, Derivatives, Fixed Income, Accounting, Account Reconciliation

Education
Rutgers, The State University of New Jersey-Newark   2003 — 2006
Bachelor's of Science, Finance, General

Steven Arecchi Steven Arecchi Greater New York City Area Details
Steven Arecchi's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Treasury Associate II at State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
GAIN Capital  July 2011 - November 2014
Mutual of Omaha  May 2010 - May 2011

Skills
Management, Customer Satisfaction, Analysis, Customer Service, Strategy, Sales, Salesforce.com, Leadership, Marketing, Microsoft Office, PowerPoint, Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, Networking

Education
Philadelphia University   2010 — 2011
Master of Business Administration (MBA), Finance

Philadelphia University   2006 — 2010
Bachelor's degree, Finance, General

David Hermes David Hermes Greater Philadelphia Area Details
David Hermes's International Fund Services (NA) LLC, A State Street Company Experience January 2015 - Present
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   January 2015 - Present
BNY Mellon  March 2014 - January 2015
BNY Mellon  February 2013 - March 2014
JPMorgan Chase  December 2011 - January 2013
Merrill Lynch  May 2011 - October 2011

Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel

Education
Drexel University   2006 — 2010
Bachelor of Science, Business Administration; Finance

Justin Legrottaglie Justin Legrottaglie Marlboro, New Jersey Details
Justin Legrottaglie's International Fund Services (NA) LLC, A State Street Company Experience October 2013 - May 2014
Job Operations Analyst at Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group  May 2014 - Present
International Fund Services (NA) LLC, A State Street Company   October 2013 - May 2014
International Fund Services (NA) LLC, A State Street Company   August 2012 - September 2013
Fitch Ratings  May 2011 - September 2011
UBS  September 2010 - January 2011
Wayside Technology Group  May 2007 - August 2010

Education
Fordham University   2008 — 2012
Bachelor of Science (BS), Finance

Christian Brothers Academy

Sarath Joseph Sarath Joseph Greater New York City Area Details
Sarath Joseph's International Fund Services (NA) LLC, A State Street Company Experience April 2014 - Present
Job Core Java expert
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2014 - Present
JPMorgan Chase  November 2012 - April 2014
Credit Suisse  June 2010 - December 2012
ICAP  April 2007 - May 2010
Merrill Lynch  April 2006 - January 2007
Insurance Services Organization   January 2005 - March 2006
Tektronix Engineering Development India   September 2004 - December 2004
OnMobile Asia Pacific Pvt. Ltd   June 2002 - September 2004

Skills
Core Java, Swing, UML, User Interface Design, Object Oriented Design, System Design, Web Services, Agile Methodologies, Design Patterns, Software Design, Requirements Analysis, Weblogic, Java Enterprise Edition, Fixed Income, XML, SOA, Spring, Electronic Trading, Derivatives, Hibernate, Unix, Sybase

Education
Bangalore University   1997 — 2001
BE, Information technology

National Public School   1985 — 1997

Alexa Anacreonte Alexa Anacreonte Greater New York City Area Details
Alexa Anacreonte's International Fund Services (NA) LLC, A State Street Company Experience March 2015 - Present
Job Operations Associate
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2015 - Present
International Fund Services (NA) LLC, A State Street Company   October 2013 - Present
State Street Alternative Investment Solutions  September 2012 - October 2013
Thomson Reuters  June 2012 - September 2012
Topwater Capital Partners LLC   January 2012 - June 2012
Aladdin Capital  May 2011 - August 2011

Skills
Financial Modeling, Fixed Income, Hedge Funds, Salesforce.com, Private Equity, PowerPoint, Microsoft Excel, Financial Analysis, Equities, Valuation, Financial Services, Securities, Asset Management, Economics, Alternative Investments, Finance, Financial Markets, Bloomberg

Education
Sacred Heart University   2008 — 2012
Bachelor of Science, Economics/Finance

Louise Holbrook Louise Holbrook New York, New York Details
Louise Holbrook's International Fund Services (NA) LLC, A State Street Company Experience September 2004 - March 2006
Job Senior Consultant, Financial Services Office, Ernst & Young
Industry Financial Services
Experience
EY  February 2014 - Present
Northern Trust  April 2007 - November 2013
State Street Global Advisors  April 2006 - April 2007
International Fund Services (NA) LLC, A State Street Company   September 2004 - March 2006

Skills
Valuation, Financial Services, Mutual Funds, Financial Reporting, Microsoft Office, Middle Office, Fund Accounting, Corporate Actions, Project Management, Team Leadership, Business Analysis, Relationship Management, Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Securities, Fund Administration, Due Diligence, People Skills, Efficiency, Transfer Agency, Custodians, Client Relations Skills, Superior Client Service, Close Attention to..., Creative Problem Solving, Investments

Education
The Institute of Banking   2008 — 2009
Professional Diploma in Investment Fund Services

The Institute of Banking (Dublin)   2007 — 2008
Professional Certificate in Investment Fund Services

Dublin Business School   2002 — 2003
BA (Hons) in Business

University College Dublin   1999 — 2002
Bachelor of Commerce (B.Com.)

Katherine Luh Katherine Luh Greater New York City Area Details
Katherine Luh's International Fund Services (NA) LLC, A State Street Company Experience April 2014 - Present
Job International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2014 - Present
Eagle Trading Systems   August 2013 - April 2014
International Fund Services (NA) LLC, A State Street Company   May 2013 - August 2013
International Fund Services (NA) LLC, A State Street Company   July 2011 - May 2013
State Street  June 2010 - July 2011
State Street  January 2008 - June 2010
State Street  October 2004 - January 2008

Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Fund Administration, Equities, Swaps, Alternative Investments, Corporate Actions, Derivatives, Bloomberg Terminal, Options, Account Reconciliation, Bonds, Securities, Funding

Education
Rutgers, The State University of New Jersey-New Brunswick   2000 — 2004
Economics, Psychology, Mathematics

Eastern Regional

Eastern Regional

Jake Harvey Jake Harvey Greater Boston Area Details
Jake Harvey's International Fund Services (NA) LLC, A State Street Company Experience June 2013 - August 2013
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2015 - Present
Natixis Global Asset Management  June 2014 - December 2014
International Fund Services (NA) LLC, A State Street Company   June 2013 - August 2013

Skills
Risk Management, Microsoft Office, Investments, Customer Service, Bloomberg, Microsoft Excel, Microsoft Word, Series 63, Hedge Funds, PowerPoint

Education
Colgate University   2010 — 2014

The Taft School   2009 — 2010
Post Graduate

Duxbury High School   2005 — 2009

Gina (Campanella) Schoch Gina (Campanella) Schoch Boston, Massachusetts Details
Gina (Campanella) Schoch's International Fund Services (NA) LLC, A State Street Company Experience January 2012 - April 2013
Job Office Manager/Recruiting Coordinator at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners  April 2013 - Present
International Fund Services (NA) LLC, A State Street Company   January 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company   September 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company   November 2007 - September 2010

Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Financial Reporting, Mutual Funds, Corporate Actions, Derivatives, Fixed Income, Securities, Alternative Investments, Bloomberg Terminal, Financial Services, Fund Of Funds, NAV, Finance, Investments

Education
Salve Regina University   2003 — 2007
Bachelor of Arts, Business Management

Justin Hester Justin Hester Greater New York City Area Details
Justin Hester's International Fund Services (NA) LLC, A State Street Company Experience February 2001 - July 2004
Job Chief Financial Officer at Ice Farm Advisors, LP
Industry Financial Services
Experience
Ice Farm Advisors, LP   March 2014 - Present
Varna Capital Management LLC   September 2010 - March 2014
Pelagic Capital Advisors   April 2007 - August 2010
XE Capital Management  July 2004 - April 2007
International Fund Services (NA) LLC, A State Street Company   February 2001 - July 2004
JH Whitney Investment Management  January 2000 - February 2001
Dempsey, Myers & Company   October 1997 - January 2000

Skills
Finance, Mutual Funds, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Asset Management, Capital Markets, Valuation, Financial Modeling, Fixed Income, Bloomberg, Derivatives, Investments

Education
Fairfield University   1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance

Arthur Baczyk Arthur Baczyk Greater Philadelphia Area Details
Arthur Baczyk's International Fund Services (NA) LLC, A State Street Company Experience June 2015 - Present
Job Valuation Officer / Software Developer at International Fund Services (NA) LLC, A State Street Company
Industry Computer Software
Experience
International Fund Services (NA) LLC, A State Street Company   June 2015 - Present
Datacolor  December 2011 - April 2015
Clarion Partners  June 2011 - December 2011
Morgan Stanley Investment Management  January 2005 - May 2011
Large Animal Games  September 2004 - January 2005

Skills
XML, C#, .NET, SQL, Microsoft SQL Server, Java, Linux, JavaScript, CSS, Web Services, ASP.NET, Software Development, Perl, C++, HTML, Quality Assurance, Programming, Databases, SharePoint, Objective-C, MySQL

Education
Rutgers University-New Brunswick   2002 — 2004
Bachelor's of Science, Computer Science

Mercer County Community College   2000 — 2002
N/A, Computer Science

David Ridge-Yates David Ridge-Yates Kansas City, Missouri Area Details
David Ridge-Yates's International Fund Services (NA) LLC, A State Street Company Experience September 2015 - Present
Job At
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   September 2015 - Present
International Fund Services (NA) LLC, A State Street Company   September 2014 - September 2015
Mariner Holdings  May 2013 - March 2014
Scout Investments  October 2010 - April 2013
UMB Bank  May 2009 - October 2010
UMB Bank  January 2008 - May 2009

Skills
Bloomberg, Securities, Excel, PowerPoint, Management, Finance, Financial Modeling, Equities, Mutual Funds, Trading, Alternative Investments

Education
University of Hawaii at Hilo   2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics

Peter Hu, CFA, FRM Peter Hu, CFA, FRM Greater New York City Area Details
Peter Hu, CFA, FRM's International Fund Services (NA) LLC, A State Street Company Experience October 2003 - December 2005
Job Senior Vice President at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments  February 2014 - Present
PineBridge Investments  December 2010 - February 2014
PineBridge Investments  January 2009 - December 2010
AIG Investments  January 2006 - January 2009
International Fund Services (NA) LLC, A State Street Company   October 2003 - December 2005

Skills
Investment Strategies, Portfolio Management, Risk Management, Quantitative Analytics, Asset Allocation, Pensions, Fixed Income, Derivatives, Bloomberg

Education
Cornell University   2002 — 2003
Master, Financial Engineering

The University of Auckland   2001 — 2002
Master, Operations Research

The University of Auckland   1997 — 2000
Bachelor, Mathematics

Patrick Aylward Patrick Aylward Greater New York City Area Details
Patrick Aylward's International Fund Services (NA) LLC, A State Street Company Experience March 2001 - Present
Job Hedge Fund Accounting at International Fund Services
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2001 - Present
Macquarie Group  September 1999 - May 2000
Citibank, N.A. - Ireland   July 1997 - July 1999

Skills
Hedge Funds, Change Management, Fixed Income, Equities, Derivatives, Fund Accounting, Investor Relations, Outsourcing, Account Reconciliation

Education
Saint Leo University   1992 — 1996
Bachelor's degree, Business Administration and Accounting

Fan Lu Fan Lu Greater New York City Area Details
Fan Lu's International Fund Services (NA) LLC, A State Street Company Experience 2005 - 2005
Job
Industry Financial Services
Experience
H/2 Capital Partners  July 2015 - Present
Taconic Capital Advisors  2005 - July 2015
International Fund Services (NA) LLC, A State Street Company   2005 - 2005
Lava Trading  2004 - 2005
SHI International Corp.  January 1997 - August 2004
AT&T  October 1995 - December 1996

Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Asset Management, Investment Banking, Portfolio Management, Bloomberg, Trading Systems

Education
Columbia University in the City of New York
MA

Syracuse University
MS

Tsinghua University
BA

Charlie Ardis Charlie Ardis Greater Philadelphia Area Details
Charlie Ardis's International Fund Services (NA) LLC, A State Street Company Experience October 2013 - Present
Job Operations Manager at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   October 2013 - Present
Caxton Associates, LLC  September 2004 - Present
Merrill Lynch  1993 - 2003
State Street Bank & Trust  1993 - 2003
Merrill Lynch Investment Managers  1988 - 2003

Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting

Education
Shippensburg University of Pennsylvania   1983 — 1987

Megan DePonte Megan DePonte Greater New York City Area Details
Megan DePonte's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Assistant Vice President International Fund Services; a State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
International Fund Services, A State Street Company  February 2013 - Present
International Fund Services - A State Street Company  May 2010 - February 2013
International Fund Services, A State Street Company  May 2006 - May 2010
Pequot Capital  May 2005 - May 2006
GE Capital  May 2004 - May 2005

Skills
Fixed Income, Interest Rate Swaps, FX, FX Options, Derivatives, Hedge Funds, Operations, Bloomberg Terminal, Reuters, Super Derivatives, Markitwire, OTC, Fund Administration, Swaps, Settlement, Bonds, Bloomberg, Options, Prime Brokerage, Interest Rate..., Foreign Exchange, Account Reconciliation, MBS

Education
Fairfield University   2002 — 2006
Bachelor, Finance

Kolbe Cathedral High School   1998 — 2002

Benjamin Mulkerin Benjamin Mulkerin Greater New York City Area Details
Benjamin Mulkerin's International Fund Services (NA) LLC, A State Street Company Experience February 2015 - Present
Job Vice President – Operations PMO & Global Maintenance Manager
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   February 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company   April 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company   March 2010 - April 2011
International Fund Services (Ireland) Ltd, A State Street Company   January 2008 - February 2010
International Fund Services (Ireland) Ltd, A State Street Company   August 2005 - December 2008

Skills
Process Improvement, Management, Middle Office, Business Analysis, Fixed Income, Equities, Change Management, Business Strategy, Strategic Planning, Bloomberg, SWIFT messaging, Hedge Funds, Market Data, Derivatives, FX Options, Options, Securities

Education
The Citadel
Bachelor of Science (B.S.), Business Administration

Vera (Bouchakjian) Melkonian Vera (Bouchakjian) Melkonian Greater New York City Area Details
Vera (Bouchakjian) Melkonian's International Fund Services (NA) LLC, A State Street Company Experience November 2014 - Present
Job Officer at IFS a State Street company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2014 - Present
Assured Guaranty  April 2012 - October 2014
International Fund Services Ltd, A State Street Company  September 2009 - April 2012
Bloomberg  June 2007 - September 2009
New York State Insurance Department  May 2004 - January 2005

Skills
Bloomberg, Derivatives, Valuation, Interest Rate Swaps, Foreign Languages

Education
Rutgers, The State University of New Jersey-Newark   2006 — 2008
Master, Quantitative finance

New Jersey Institute of Technology   2002 — 2006
Bachelor, Mathematics of Finance/Actuarial Science

April Park April Park Greater New York City Area Details
April Park's International Fund Services (NA) LLC, A State Street Company Experience December 2008 - January 2013
Job Hedge Fund Tax at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services  June 2014 - Present
International Fund Services (NA) LLC, A State Street Company   December 2008 - January 2013
PricewaterhouseCoopers  December 2007 - November 2008
Deloitte Tax LLC  July 2007 - December 2007
International Fund Services (NA) LLC, A State Street Company   2005 - 2007

Skills
Accounting, Partnership Taxation, Income Tax, Tax Accounting, Corporate Tax, GAAP, Tax, Tax Returns, Financial Reporting, CPA, Tax Advisory, International Tax, Tax Research, Auditing, US GAAP

Education
City University of New York-Baruch College - Zicklin School of Business   2014 — 2015
Master of Science (M.S.), Taxation

Pace University - Lubin School of Business   2003 — 2005
M.S, Accounting

State University of New York at Stony Brook   2000 — 2003
M.A, Music

Seoul National University   1996 — 2000
B.A, Music

Marianne Shorts Marianne Shorts Greater New York City Area Details
Marianne Shorts's International Fund Services (NA) LLC, A State Street Company Experience October 2012 - August 2014
Job CFO at Private Law Firm
Industry Accounting
Experience
Private Law Firm  September 2014 - Present
International Fund Services (NA) LLC, A State Street Company   October 2012 - August 2014
Goldman Sachs  January 2010 - October 2012
Goldman Sachs  November 2007 - January 2010
PwC  August 2005 - November 2007

Skills
CPA, Microsoft Excel, Microsoft Word, Advent Geneva, Advent Partner, Outlook, Hedge Funds, Equities, Investments, Securities, Alternative Investments, Bloomberg, Due Diligence, Trading Systems, Fixed Income, Corporate Finance, Financial Analysis, Private Equity, Derivatives

Education
Rutgers, The State University of New Jersey-Newark   2004 — 2005
Master of Business Administration (M.B.A.), Professional Accounting

University of Notre Dame   2000 — 2004
Bachelor of Science (B.S.), Mathematics

Sine Cryan Sine Cryan Greater New York City Area Details
Sine Cryan's International Fund Services (NA) LLC, A State Street Company Experience May 2015 - Present
Job V.P. Operations Manager at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   May 2015 - Present
State Street  2005 - Present
International Fund Services (NA) LLC, A State Street Company   May 2014 - May 2015
International Fund Services(Ireland)   January 2008 - May 2014
International Fund Services  2000 - 2014
International Fund Services (Ireland) Ltd, A State Street Company   2000 - 2014
International Fund Services (IFS) Ireland   March 2006 - September 2008

Skills
Capital Markets, Hedge Funds, Fund Accounting, Derivatives, Fund Administration, Fund Of Funds, Accounting, Equities, Alternative Investments, Fixed Income, Bloomberg, Back Office, Corporate Actions, Mutual Funds, Middle Office

Education
Dublin Business School   2001 — 2003
Certificate and Diploma in Mutual Funds, Mutual Funds

University Of Ulster Magee   1987 — 1991
BA (Hons), Hotel and Tourism Management

Michele Martone Michele Martone Greater New York City Area Details
Michele Martone's International Fund Services (NA) LLC, A State Street Company Experience September 2002 - December 2011
Job Head of Test Engineering
Industry Information Technology and Services
Experience
REDI Global Technologies  December 2014 - Present
Intent Media Inc.  August 2013 - November 2014
Intent Media Inc.  December 2011 - August 2013
International Fund Services (NA) LLC, A State Street Company   September 2002 - December 2011
Prudential Financial  1993 - 2001

Skills
Software Quality..., Agile Methodologies, Testing, Quality Assurance, Integration Testing, Test Automation, SilkTest, Unix, Big Data, Financial Services, Regression Testing, Cucumber, Functional Testing, Statistical Modeling, Hadoop, Pig, Financial Products, Online Advertising, Test Driven Development, SQL, Team Leadership, SDLC, Agile Project Management, Java, Scrum

Education
Columbia University in the City of New York   2000 — 2002
Certificate, Java & C++ Programming

University of Notre Dame
Bachelors, Accounting

Dan Squires Dan Squires Portland, Oregon Details
Dan Squires's International Fund Services (NA) LLC, A State Street Company Experience 2014 - Present
Job ETL Development Team Lead at International Fund Services (NA) LLC, A State Street Company
Industry Information Technology and Services
Experience
International Fund Services (NA) LLC, A State Street Company   2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company   October 2007 - 2014
CGI-AMS  2005 - 2007
Chroma Technology Corp  2002 - 2004

Skills
Lightroom, Photography, Adobe Creative Suite, ETL Tools, Microsoft Office, Pervasive, Unix Shell Scripting, Microsoft Excel, HTML, Photoshop, Databases, CSS, SQL, Java, Software Development, XML, Linux, JavaScript, Management, ETL, Full SDLC, ETL Testing, Lead Development

Education
Rensselaer Polytechnic Institute   2001 — 2005
BS, Information Technology

Joffre Astudillo Joffre Astudillo Greater New York City Area Details
Joffre Astudillo's International Fund Services (NA) LLC, A State Street Company Experience November 2012 - Present
Job AVP at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   November 2012 - Present
HSBC Securities  March 2008 - September 2012
Loeb Partners  March 2005 - February 2008
Dreyfus  August 2001 - February 2005
Nichimen America Inc.   July 2000 - August 2001

Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income

Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting

Ken Courtney Ken Courtney Greater New York City Area Details
Ken Courtney's International Fund Services (NA) LLC, A State Street Company Experience March 2012 - Present
Job Vice President, Global Operations at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2012 - Present
International Fund Services (NA) LLC, A State Street Company   October 2010 - February 2012
International Fund Services (NA) LLC, A State Street Company   September 2009 - September 2010
International Fund Services (NA) LLC, A State Street Company   April 2005 - August 2009
International Fund Services (NA) LLC, A State Street Company   August 2003 - March 2005

Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, Derivatives, Microsoft Excel, Operations Management, Equities, Project Planning, Data Analysis, Trade Operations, Fixed Income, Options, FX Options, Futures, Interest Rate Swaps, Credit Derivatives, Business Development, Markitwire, Derivative Operations, Fund Administration

Education
University of Delaware   1999 — 2003
Bachelor of Science (B.S.), Finance, General

Mirna Vartanian Mirna Vartanian Greater New York City Area Details
Mirna Vartanian's International Fund Services (NA) LLC, A State Street Company Experience May 2014 - Present
Job Officer NAV Specialist at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   May 2014 - Present
U.S. Bancorp Fund Services, LLC (Formerly Alternative Investment Solutions, LLC)   August 2007 - December 2013
International Fund Services (NA) LLC, A State Street Company   May 2000 - August 2007
EisnerLubin   December 1997 - May 2000

Skills
Financial Analysis, Due Diligence, Internal Controls, Corporate Finance, Tax, Internal Audit, Banking, Investment Banking, Strategic Planning, Business Analysis, Financial Services, Microsoft Excel, Capital Markets, Project Finance, Customer Service, Equities, Fixed Income, Management, Bloomberg

Education
City University of New York-Queens College   1993 — 1997
Bachelor of Arts (B.A.), Accounting and Information Systems

Evan Griffiths Evan Griffiths Greater New York City Area Details
Evan Griffiths's International Fund Services (NA) LLC, A State Street Company Experience April 2013 - March 2015
Job Treasury Analyst Morgan Stanley Fund Services
Industry Banking
Experience
Morgan Stanley  March 2015 - Present
International Fund Services (NA) LLC, A State Street Company   April 2013 - March 2015
Wells Fargo  February 2012 - January 2013

Education
Rutgers University-New Brunswick   2006 — 2010

Jieying Lin Jieying Lin Greater Boston Area Details
Jieying Lin's International Fund Services (NA) LLC, A State Street Company Experience April 2013 - Present
Job Senior Tax Specialist
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2013 - Present
State Street  September 2007 - March 2013

Skills
Fund Administration, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg Terminal, Derivatives, Corporate Actions, Fund Of Funds, Hedge Funds, Global Custody, Alternative Investments, Account Reconciliation, ETFs

Education
University of Massachusetts Boston   2005 — 2008
Bachelor Degree in Management, Accounting, 3.6

Scott Gilson Scott Gilson Greater New York City Area Details
Scott Gilson's International Fund Services (NA) LLC, A State Street Company Experience November 2013 - Present
Job Officer at International Fund Services
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2013 - Present
Newbury Partners  November 2010 - November 2013
International Fund Services (NA) LLC, A State Street Company   January 2006 - November 2010

Skills
Private Equity, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Investment Banking, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Due Diligence, Financial Analysis, Capital Markets, Options, Fund Accounting, Middle Office, Trading Systems, Settlement

Education
Pace University   2000 — 2004
BBA, Finance

Shu Yu Zhang Shu Yu Zhang New York, New York Details
Shu Yu Zhang's International Fund Services (NA) LLC, A State Street Company Experience December 2009 - July 2012
Job Compliance at Brevan Howard
Industry Financial Services
Experience
Brevan Howard  October 2014 - Present
Arden Asset Management  July 2012 - September 2014
International Fund Services (NA) LLC, A State Street Company   December 2009 - July 2012

Skills
Alternative Investments, Hedge Funds, Asset Managment, Financial Reporting, Fund Of Funds, Financial Services, Due Diligence, Investor Relations, AML, Asset Allocation, Investment Advisory, Economics, Global Macro, UCITS, Institutional..., Operational Due...

Education
Rutgers University-New Brunswick
Bachelor of Arts, Economics

Michael Satcowitz Michael Satcowitz Greater New York City Area Details
Michael Satcowitz's International Fund Services (NA) LLC, A State Street Company Experience July 2008 - Present
Job Manager at State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   July 2008 - Present
Morgan Stanley  April 2007 - July 2008
SS&C GlobeOp  June 2005 - April 2007
GlobeOp Financial Services  July 2003 - June 2005
Citigroup  January 2002 - July 2003
Merrill Lynch  May 1994 - August 1996

Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds

Education
State University of New York College at Old Westbury   1991 — 1992
B.S., Finance

Ithaca College   1987 — 1991
Accounting and Finance

Arrin Alexander Arrin Alexander Greater New York City Area Details
Arrin Alexander's International Fund Services (NA) LLC, A State Street Company Experience December 2014 - Present
Job Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   December 2014 - Present
Brown Brothers Harriman  May 2011 - December 2014
Morgan Stanley Smith Barney  February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC   May 2007 - January 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media

Education
Boston College   2005 — 2009
BA, Economics

Sean Guarnaccio, CAMS Sean Guarnaccio, CAMS Greater New York City Area Details
Sean Guarnaccio, CAMS's International Fund Services (NA) LLC, A State Street Company Experience March 2013 - Present
Job Officer
Industry Banking
Experience
State Street  September 2015 - Present
International Fund Services (NA) LLC, A State Street Company   March 2013 - Present
JPMorgan Chase  June 2008 - March 2013
BNY Mellon  June 2006 - June 2008

Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML

Education
Seton Hall University   2003 — 2006
BS, Criminal Justice and Corrections

Daniel Bourgeois, CPA Daniel Bourgeois, CPA Greater Boston Area Details
Daniel Bourgeois, CPA's International Fund Services (NA) LLC, A State Street Company Experience March 2007 - October 2009
Job Tax Manager at EY
Industry Financial Services
Experience
Ernst & Young  October 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company   November 2009 - October 2011
International Fund Services (NA) LLC, A State Street Company   March 2007 - October 2009
Investors Bank & Trust  October 2005 - April 2007

Skills
Financial Analysis, Excel, Tax, Process Improvement, Accounting, Account Reconciliation, Analysis, Project Management, Equities, Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Fund Accounting, Investments, Alternative Investments, Fixed Income, Derivatives, Finance, Options, Swaps, Fund Of Funds, Tax Accounting, Tax Preparation, CPA, Valuation, Partnership Taxation, Income Tax, Big 4, Tax Research, Bonds

Education
Bentley University   2010 — 2012
MSA, Accountancy, 3.71 GPA

University of Massachusetts, Amherst   2000 — 2004
Bachelors Degree, Business Administration

Brandon Hernandez Brandon Hernandez Greater New York City Area Details
Brandon Hernandez's International Fund Services (NA) LLC, A State Street Company Experience February 2014 - Present
Job Technical App Support Manager at IFS State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   February 2014 - Present
GoldenTree Asset Management  December 2012 - January 2014
International Fund Services Ltd.   June 2008 - February 2013
SunGard VPM  May 2007 - June 2008

Skills
Hedge Funds, Business Analysis, SQL, Application Support, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Fund Accounting, Microsoft SQL Server, Back Office, XML, Sybase, Databases, Production Support, Analysis, Software Documentation, ETL, Requirements Analysis, Accounting, Testing, Unix, Autosys, User Acceptance Testing, Information Technology

Education
Dowling College   2005 — 2007
BBA, Finance

Eleazar Tolledo Eleazar Tolledo Toronto, Canada Area Details
Eleazar Tolledo's International Fund Services (NA) LLC, A State Street Company Experience August 2013 - April 2014
Job Finance and Banking
Industry Financial Services
Experience
BMO Harris Bank  June 2015 - Present
International Fund Services (NA) LLC, A State Street Company   August 2013 - April 2014
State Street Bank  June 2011 - July 2013
State Street Bank  February 2008 - May 2011
State Street Bank  October 2006 - January 2008
TD Canada Trust  April 2006 - July 2006
Philippine National Bank  July 2003 - January 2006

Skills
Financial Analysis, Portfolio Management, Banking, Trading, Finance, SWIFT payments, Time Management, Client Liaison, Microsoft Excel, FX Options, Settlement, Trade Settlements, Trade Processing, Economic Data Analysis, Vlookup, PowerPoint, Financial Services, Mutual Funds, Accounting, Investments, Segregated Funds, Client Services, Portfolio Administration

Education
De La Salle University   1987 — 1990
Bachelor of Science

Luc Cojocaru Luc Cojocaru New York, New York Details
Luc Cojocaru's International Fund Services (NA) LLC, A State Street Company Experience September 2007 - October 2007
Job Global Equity Derivative Ops at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  March 2015 - Present
Credit Suisse  January 2015 - March 2015
John Hancock Financial Services  June 2014 - October 2014
Commonwealth Bank  December 2010 - March 2014
Numerix  May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company   September 2007 - October 2007
Imagine Software  June 2005 - June 2007
United States Marine Corps  May 1999 - May 2005
Morgan Stanley Private Wealth Management  November 2004 - April 2005

Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management

Education
Saint Thomas Aquinas College   1998 — 2004
Bachelor of Science (B.S.), Finance, General

Pace University   2003 — 2003
Mathematics

Anthony Buhler Anthony Buhler Greater New York City Area Details
Anthony Buhler's International Fund Services (NA) LLC, A State Street Company Experience June 2012 - Present
Job Treasury Operations Specialist at IFS State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2012 - Present
Bloomberg  March 2011 - March 2012
Quinnipiac University Polling Institute  September 2009 - May 2010
WQAQ, Quinnipiac University Radio Station   January 2009 - May 2010

Skills
Budgets, Management, Fixed Income, Research, Bloomberg, Bloomberg Terminal, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Reconciliation, Collateral Systems, Collateral Management

Education
Quinnipiac University   2006 — 2010
Bachelor of Science (BS), Economics

Erik Powers Erik Powers Brighton, Massachusetts Details
Erik Powers's International Fund Services (NA) LLC, A State Street Company Experience April 2011 - Present
Job Officer NAV Accounting at International Fund Services (subsidiary of State Street Alternative Investment Solutions)
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2011 - Present
Bertucci's  August 2006 - June 2011
Raytheon IDS  June 2008 - September 2008

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Financial Reporting, Investments

Education
Boston University   2005 — 2009
BA, Economics

Bishop Guertin High School   2001 — 2005

Jay Xie, CFA Jay Xie, CFA Toronto, Canada Area Details
Jay Xie, CFA's International Fund Services (NA) LLC, A State Street Company Experience October 2009 - June 2010
Job Associate, External Portfolio Management at CPP Investment Board
Industry Capital Markets
Experience
CPP Investment Board  September 2015 - Present
CPP Investment Board  June 2013 - September 2015
Capital Markets Risk Management - TD Bank Group   June 2010 - June 2013
International Fund Services (NA) LLC, A State Street Company   October 2009 - June 2010
Citco Fund Services  February 2008 - October 2009

Skills
Risk Management, Market Risk, Alternative Investments, VAR, Credit Derivatives, Bloomberg Terminal, Structured Finance, Stress Testing, Equity Derivatives, Quantitative Finance, Financial Markets

Education
University of Toronto   2004 — 2007
Honors Bachelor of Arts, Economics Specialist

Mount Allison University   2002 — 2004
Non-degree, Economics and Computer Science

Annie Leung Annie Leung Toronto, Canada Area Details
Annie Leung's International Fund Services (NA) LLC, A State Street Company Experience September 2014 - Present
Job Fund Accounting Supervisor
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   September 2014 - Present
International Fund Services, A State Street Company  May 2011 - August 2014
International Fund Services (Ireland) Ltd, A State Street Company   October 2010 - May 2011
IFS, A State Street Company  May 2008 - September 2010

Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Reconciliations, Fixed Income

Education
McMaster University
Honour Bachelor of Commerce

Margarita Sionova Margarita Sionova Greater New York City Area Details
Margarita Sionova's International Fund Services (NA) LLC, A State Street Company Experience April 2015 - Present
Job Hedge Fund Accounting, NAV Director, AVP at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   April 2015 - Present
New Holland Capital  March 2008 - July 2014
Citco Fund Services  May 2003 - March 2008
David J. Greene & Co.   May 2001 - July 2003

Skills
Hedge Funds, Account Reconciliation, Derivatives, Fixed Income, Equities, Asset Management, Fund Accounting, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Private Equity

Education
City University of New York-Hunter College   1999 — 2003
Bachelor of Science (B.S.), Accounting and Economics

Marlon Oliver, CPA Marlon Oliver, CPA Greater Atlanta Area Details
Marlon Oliver, CPA's International Fund Services (NA) LLC, A State Street Company Experience April 2002 - July 2005
Job Accountant at Southern Company
Industry Utilities
Experience
Georgia Power Company  August 2011 - Present
Southern Power Company  June 2007 - August 2011
International Fund Services (NA) LLC, A State Street Company   April 2002 - July 2005
Country Road  2000 - 2001

Skills
Accounting, Internal Controls, Financial Accounting, Analysis, Account Reconciliation, Financial Reporting, Sarbanes-Oxley Act, Access, Budgets, General Ledger, Auditing, Forecasting, GAAP, Financial Analysis, Accounts Payable, Variance Analysis, Tax, Microsoft Excel

Education
Baruch College, City University of New York (CUNY)   1998 — 2001
Bachelor of Business Administration (BBA), Accounting

City University of New York-Baruch College   1998 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance

Sean Burkett Sean Burkett Greater New York City Area Details
Sean Burkett's International Fund Services (NA) LLC, A State Street Company Experience November 2013 - Present
Job
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2013 - Present
Becker Realty Services, Inc.   September 2009 - November 2013

Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Strategic Planning, Windows, Microsoft Office, Negotiation, English, Accounting, Public Speaking, Research, Budgets, New Business Development, Financial Reporting, Real Estate, Risk Management, Marketing, Team Building, Business Analysis, Advertising, Coaching, Event Management, Real Estate Economics, Sales Management, Management, Account Management, Social Media, Real Estate Transactions, Retail, Contract Negotiation, Public Relations, Foreclosures, Marketing Strategy, Salesforce.com, Entrepreneurship, Leadership Development, Training, Inventory Management, Social Media Marketing, Social Networking, Event Planning, Online Advertising, Sales, Investments, Facebook, Business Development

Education
Queens College   2010 — 2012
Bachelor of Arts (BA), Economics

William Polk William Polk Boston, Massachusetts Details
William Polk's International Fund Services (NA) LLC, A State Street Company Experience October 2013 - Present
Job NAV Supervisor, Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   October 2013 - Present
Eaton Vance  July 2011 - October 2013
State Street  November 2010 - July 2011
State Street  August 2009 - October 2010

Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income

Education
Boston University Questrom School of Business   2005 — 2009
Business Administration, Finance, Entrepreneurship

Jeffry Mesday Jeffry Mesday Princeton, New Jersey Details
Jeffry Mesday's International Fund Services (NA) LLC, A State Street Company Experience June 2015 - Present
Job NAV Specialist At International Fund Services
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   June 2015 - Present
The Bank of New York Mellon  June 2010 - June 2015
The Bank of New York Mellon  June 2009 - August 2009
The Bank of New York Mellon  May 2008 - August 2008

Skills
Account Reconciliation, Accounting, Accruals, Alternative Investments, Asset Management, Banking, Bloomberg, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Real Estate, Sales, Securities

Education
Rider University   2006 — 2010
BS, Finance

Luis A. Diaz Luis A. Diaz Greater New York City Area Details
Luis A. Diaz's International Fund Services (NA) LLC, A State Street Company Experience November 2013 - Present
Job IFS NAV Manager
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2013 - Present
BNY Mellon  May 2009 - Present
CACEIS (USA)   April 2003 - May 2009
Citi  September 1998 - April 2003
Dean Witter Reynolds Inc.  January 1996 - September 1998

Skills
Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, CDS, Accounting, Fund Accounting, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Derivatives

Education
City University of New York-Hunter College
BS, Accounting

Steve Drago Steve Drago Greater New York City Area Details
Steve Drago's International Fund Services (NA) LLC, A State Street Company Experience August 2015 - Present
Job Vice President International Fund Services
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   August 2015 - Present
HedgeServ  November 2013 - June 2015
Citco Fund Services (USA) Inc   June 2013 - November 2013
Glenview Capital Management   April 2008 - December 2012
International Fund Services (Ireland) Ltd, A State Street Company   December 2002 - April 2008
Fidelity Investments  July 1999 - December 2002

Skills
Hedge Funds, Fund Administration, Investor Relations, Alternative Investments, Equities, Private Equity, Fixed Income, Asset Management, Financial Services, Investments

Education
Roger Williams University   1994 — 1998
BA, Corp Communications

Ronan Marray Ronan Marray Toronto, Canada Area Details
Ronan Marray's International Fund Services (NA) LLC, A State Street Company Experience September 2014 - Present
Job Investor Relations at IFS State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   September 2014 - Present
Citco Fund Services  June 2013 - September 2014
Citco Fund Services  January 2012 - June 2013
Citco Fund Services  July 2010 - December 2011
BNY Mellon (Formerly PNC Global Investment Servicing)   August 2008 - June 2010

Skills
Investor Relations, Hedge Funds, Financial Services, Microsoft Excel, Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Of Funds, Investments, Fund Accounting

Education
Dublin City University   2005 — 2008
Bachelors, Bachelor of Business Studies, Finance

Marialena Izzo Marialena Izzo Greater New York City Area Details
Marialena Izzo's International Fund Services (NA) LLC, A State Street Company Experience March 2012 - April 2013
Job Investor Service/Client Service Representative
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   January 2014 - Present
Morgan Stanley  April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company   March 2012 - April 2013
Arthur Avenue Pharmacy   March 2004 - March 2012
UBS  October 2009 - April 2010

Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management

Education
Iona College   2006 — 2011
MBA, Finance, Marketing, International Business

Edward Farrell Edward Farrell Belford, New Jersey Details
Edward Farrell's International Fund Services (NA) LLC, A State Street Company Experience October 2014 - Present
Job VP at International Fund Services
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   October 2014 - Present
International Fund Services (NA) LLC, A State Street Company   November 2012 - October 2014
HSBC  October 2004 - September 2012
Merrill Lynch  June 1999 - September 2004

Skills
Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Alternative Investments, Account Reconciliation, Corporate Actions, Equities, Financial Services, Securities, Valuation

Education
Rowan University   1990 — 1992

The Ohio State University   1988 — 1990

Alex Sklyarov Alex Sklyarov Brooklyn, New York Details
Alex Sklyarov's International Fund Services (NA) LLC, A State Street Company Experience October 2014 - Present
Job Hedge Fund Administrator
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   October 2014 - Present
SS&C Globe Op   August 2012 - October 2014
BNY Mellon  August 2011 - October 2012
JPMorgan Chase  September 2006 - July 2011

Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Financial Services, Financial Modeling

Education
Baruch College   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Judy Lo Judy Lo United States Details
Judy Lo's International Fund Services (NA) LLC, A State Street Company Experience June 2006 - February 2013
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  March 2013 - Present
International Fund Services (NA) LLC, A State Street Company   June 2006 - February 2013

Skills
Hedge Funds, Asset Management, Private Equity, Alternative Investments, Securities, Portfolio Management, Financial Services, Bloomberg Terminal

Education
Pace University
Bachelor of Business Administration (BBA)

Kong Chen Kong Chen Greater New York City Area Details
Kong Chen's International Fund Services (NA) LLC, A State Street Company Experience September 2013 - Present
Job Operations Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   September 2013 - Present
Moody's Corporation  January 2013 - September 2013
International Fund Services (NA) LLC, A State Street Company   April 2012 - September 2013
Baruch V.I.T.A (Volunteer Income Tax Assistance)   June 2012 - June 2013
Baruch V.I.T.A (Volunteer Income Tax Assistance)   January 2012 - April 2012

Skills
Microsoft Excel, Microsoft Word, Outlook, Adobe Acrobat, Fund Administration, Income Tax, Financial Research, SharePoint

Education
Baruch College   2011 — 2013
Bachelor of Business Administration (BBA), Finance

City University of New York City College   2008 — 2011
Mechanical Engineering

Brendan Lavery Brendan Lavery New York, New York Details
Brendan Lavery's International Fund Services (NA) LLC, A State Street Company Experience November 2014 - Present
Job Operations Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2014 - Present
Van Eck Global  June 2013 - August 2013

Education
2016 Level II Candidate in the CFA Program

Boston University   2010 — 2014
Bachelor of Science (B.S.) Business Administration, Finance and Law

Tappan Zee High School   2006 — 2010

Pavli Dishnica Pavli Dishnica Melrose, Massachusetts Details
Pavli Dishnica's International Fund Services (NA) LLC, A State Street Company Experience February 2008 - December 2011
Job Middle Office, Trade Operations. Assistant Vice President. State Street Bank.
Industry Financial Services
Experience
State Street Alternative Investment Solutions  January 2012 - Present
International Fund Services (NA) LLC, A State Street Company   February 2008 - December 2011
State Street Bank  June 2007 - January 2008

Skills
Microsoft Office, Derivatives, Pricing, Employee Training, Issues Managment, Alternative Investments, Dodd-Frank, RPF, Broker-Dealer, Confirmation, Middle Office, Trading, Financial Services, Investments

Education
Suffolk University - Sawyer School of Management   2011 — 2015
Master of Business Administration (MBA), Accounting

University of Massachusetts Boston   2003 — 2006
Bachelor of Science (B.S.), Accounting

Hootae Kim Hootae Kim Jersey City, New Jersey Details
Hootae Kim's International Fund Services (NA) LLC, A State Street Company Experience January 2004 - July 2014
Job Tax Director at Citco Fund Service (USA) Inc.
Industry Financial Services
Experience
Citco Fund Services  July 2014 - Present
International Fund Services (NA) LLC, A State Street Company   January 2004 - July 2014

Education
University of Delaware
Master of Business Administration (MBA), Accounting

Shi Le (Shirley) Hu Shi Le (Shirley) Hu College Point, New York Details
Shi Le (Shirley) Hu's International Fund Services (NA) LLC, A State Street Company Experience June 2011 - January 2014
Job Accounting Manager at eXelate
Industry Financial Services
Experience
eXelate, A Nielsen Company  January 2014 - Present
International Fund Services (NA) LLC, A State Street Company   June 2011 - January 2014
eXelate  February 2011 - June 2011
Essentials Brands, Inc   August 2009 - January 2011

Skills
Accounting, Financial Reporting, Account Reconciliation, Tax, US GAAP, Financial Analysis, Financial Statements, GAAP, General Ledger

Education
City University of New York-Baruch College   2006 — 2008
Bachelor of Business Administration (BBA), Accounting, 3.64

Andrew Sabia Andrew Sabia Freehold, New Jersey Details
Andrew Sabia's International Fund Services (NA) LLC, A State Street Company Experience March 2015 - Present
Job Operations Specialist Associate II at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   March 2015 - Present
Academy Securities  March 2012 - February 2015
Academy Securities  April 2011 - October 2012
CBS Corporation  May 2011 - April 2012

Skills
Equities, Investments, International Travel, Value Investing, Bloomberg Terminal, Equities Research, Investment Banking, Fixed Income Analysis, Foreign Currency, Commodity Markets, Derivatives, Options, Valuation, Equity Derivatives, Hedge Funds, Portfolio Management, Fixed Income, Private Equity

Education
Monmouth University   2011 — 2013
Bachelor's degree, Finance, General

St. John Vianney   2004 — 2007

Alexandra LeBlanc Alexandra LeBlanc Greater New York City Area Details
Alexandra LeBlanc's International Fund Services (NA) LLC, A State Street Company Experience February 2014 - May 2014
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company   February 2014 - May 2014
State Street  May 2013 - August 2013

Education
Fordham University   2011 — 2015
Bachelor of Science (B.S.), Finance and Applied Accounting, Concentration in Alternative Investments

Westford Academy   2007 — 2011
High School

Paul Goldberg Paul Goldberg New York, New York Details
Paul Goldberg's International Fund Services (NA) LLC, A State Street Company Experience August 2003 - May 2005
Job Vice President at Fir Tree Partners
Industry Investment Management
Experience
Fir Tree Partners  February 2006 - Present
Goldman Sachs  May 2005 - February 2006
International Fund Services (NA) LLC, A State Street Company   August 2003 - May 2005

Education
University of Delaware   1999 — 2003
Bachelor of Science (B.S.), Finance (Major) and Economics (Minor)

Michael Davids Michael Davids New York, New York Details
Michael Davids's International Fund Services (NA) LLC, A State Street Company Experience November 2013 - Present
Job Treasury Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company   November 2013 - Present
Laidlaw & Company UK Ltd.   June 2012 - September 2012

Skills
Sports, Bloomberg, Finance, Microsoft Excel, Financial Analysis, Financial Services, Trading, Investments, Portfolio Management, Teamwork, Financial Reporting

Education
Marquette University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

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