Investors Bank & Trust (acquired by State Street)
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Investors Bank & Trust (acquired by State Street) Employees
Employee
Years
Job
Industry
Kirsten Hansen Kirsten Hansen's Investors Bank & Trust (acquired by State Street) Experience January 2004 - March 2006
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
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
Michael Mooney's Investors Bank & Trust (acquired by State Street) Experience 1998 - 2008
Job Client Services Manager at eBay Enterprise (an eBay Inc. division)
Industry Internet
Experience
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
Anthony Rufo Anthony Rufo's Investors Bank & Trust (acquired by State Street) Experience 2006 - 2007
Job Associate Attorney at Foley Hoag LLP
Industry Law Practice
Experience
Foley Hoag LLP January 2010 - Present
Investors Bank & Trust (acquired by State Street) 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Intellectual Property, Litigation, Legal Writing, Civil Litigation, Trademarks, Copyright Law, Legal Research, Licensing
Education
Suffolk University Law School 2005 — 2009
JD
Boston Conservatory 1996 — 1999
Music
Emerson College 1986 — 1992
Bachelor's degree, Theatre/Theater
Foley Hoag LLP January 2010 - Present
Investors Bank & Trust (acquired by State Street) 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Intellectual Property, Litigation, Legal Writing, Civil Litigation, Trademarks, Copyright Law, Legal Research, Licensing
Education
Suffolk University Law School 2005 — 2009
JD
Boston Conservatory 1996 — 1999
Music
Emerson College 1986 — 1992
Bachelor's degree, Theatre/Theater
Leigh Lozano, SPHR's Investors Bank & Trust (acquired by State Street) Experience December 2004 - October 2006
Job Human Resources Manager at Analysis Group
Industry Human Resources
Experience
Analysis Group January 2013 - Present
Analysis Group, Inc January 2008 - December 2012
Analysis Group, Inc. October 2006 - December 2007
Investors Bank & Trust (acquired by State Street) December 2004 - October 2006
Investors Bank & Trust (acquired by State Street) September 2003 - November 2004
Investors Bank & Trust (acquired by State Street) October 2001 - August 2003
Skills
Employee Relations, Compensation, HRIS, Onboarding, Data Analysis, Compliance, Excel, Outlook, Word, Performance Management, Benefits Administration, Human Resources, Interviews
Education
Boston University 1997 — 2001
Bachelor of Arts, Psychology
Analysis Group January 2013 - Present
Analysis Group, Inc January 2008 - December 2012
Analysis Group, Inc. October 2006 - December 2007
Investors Bank & Trust (acquired by State Street) December 2004 - October 2006
Investors Bank & Trust (acquired by State Street) September 2003 - November 2004
Investors Bank & Trust (acquired by State Street) October 2001 - August 2003
Skills
Employee Relations, Compensation, HRIS, Onboarding, Data Analysis, Compliance, Excel, Outlook, Word, Performance Management, Benefits Administration, Human Resources, Interviews
Education
Boston University 1997 — 2001
Bachelor of Arts, Psychology
Robert Look's Investors Bank & Trust (acquired by State Street) Experience 2002 - 2004
Job Commercial Loan Officer
Industry Banking
Experience
Middlesex Savings Bank December 2012 - Present
Citizens Bank May 2011 - December 2012
Bank of America Merrill Lynch January 2004 - October 2010
Investors Bank & Trust (acquired by State Street) 2002 - 2004
IBM Global Services 1999 - 2001
IBM Thomas J. Watson Research Center 1994 - 1998
Skills
Banking, Financial Analysis, Insurance, Start-ups, Treasury Management, Relationship Management, Financial Services, CRM, Cash Management, Investments, Business Development, Management, Credit, Sales, Commercial Banking, Portfolio Management, Financial Risk, Cross-functional Team..., Loans, Management Consulting, New Business Development, Commercial Lending
Education
New England School for Financial Studies 2014 — 2015
High Honors
The George Washington University
BBA, Business
Middlesex Savings Bank December 2012 - Present
Citizens Bank May 2011 - December 2012
Bank of America Merrill Lynch January 2004 - October 2010
Investors Bank & Trust (acquired by State Street) 2002 - 2004
IBM Global Services 1999 - 2001
IBM Thomas J. Watson Research Center 1994 - 1998
Skills
Banking, Financial Analysis, Insurance, Start-ups, Treasury Management, Relationship Management, Financial Services, CRM, Cash Management, Investments, Business Development, Management, Credit, Sales, Commercial Banking, Portfolio Management, Financial Risk, Cross-functional Team..., Loans, Management Consulting, New Business Development, Commercial Lending
Education
New England School for Financial Studies 2014 — 2015
High Honors
The George Washington University
BBA, Business
Mark Callen's Investors Bank & Trust (acquired by State Street) Experience 1997 - 2003
Job Business Development Executive at Ascendum Solutions LLC
Industry Information Technology and Services
Experience
Ascendum Solutions October 2014 - Present
Oventio (acquired by REDBOOKS) April 2011 - October 2014
Only Insight 2011 - October 2014
JPMorganChase 2007 - 2008
Citi Smith Barney (acquired by Morgan Stanley) 2005 - 2007
Investors Bank & Trust (acquired by State Street) 1997 - 2003
Skills
Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Analysis, Risk Management, Relationship Management, New Business Development, Customer Acquisition, Sales Growth, Account Management
Education
College of the Holy Cross 1993 — 1997
BA, Economics
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Ascendum Solutions October 2014 - Present
Oventio (acquired by REDBOOKS) April 2011 - October 2014
Only Insight 2011 - October 2014
JPMorganChase 2007 - 2008
Citi Smith Barney (acquired by Morgan Stanley) 2005 - 2007
Investors Bank & Trust (acquired by State Street) 1997 - 2003
Skills
Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Analysis, Risk Management, Relationship Management, New Business Development, Customer Acquisition, Sales Growth, Account Management
Education
College of the Holy Cross 1993 — 1997
BA, Economics
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Jesse Freeburg's Investors Bank & Trust (acquired by State Street) Experience September 2006 - February 2008
Job
Industry Investment Management
Experience
Loomis, Sayles & Company June 2010 - Present
State Street August 2008 - June 2010
State Street February 2008 - August 2008
Investors Bank & Trust (acquired by State Street) September 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Loomis, Sayles & Company June 2010 - Present
State Street August 2008 - June 2010
State Street February 2008 - August 2008
Investors Bank & Trust (acquired by State Street) September 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General