Investors Bank and Trust Company

Industry: Company

Description

Investors Bank & Trust or IBT was a custodian bank, and the principal operating subsidiary of Investors Financial Services Corp., a holding company based in Boston, Massachusetts. Successor: State Street Corporation Headquarters: Boston, MA Founded: 1969, Boston, MA Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)

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Investors Bank and Trust Company Employees

Employee
Years
Job
Industry
Brooke Sweeney Brooke Sweeney Greater San Diego Area Details
Brooke Sweeney's Investors Bank and Trust Company Experience September 2005 - May 2007
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Sharp Mary Birch Hospital For Women and Newborns  May 2015 - Present
Sharp Mary Birch   May 2014 - Present
National University  June 2011 - March 2014
Wellington Management  June 2008 - October 2008
State Street  September 2005 - May 2007
Investors Bank and Trust Company   September 2005 - May 2007
DunkinBrands   May 2005 - August 2005
Blue Buffalo  September 2003 - May 2004

Education
National University   2012 — 2014
BSN, Nursing Education

Fairfield University   2001 — 2005
BA, Economics

Thayer Academy

University of Vermont

Rob O'Neil Rob O'Neil Greater Boston Area Details
Rob O'Neil's Investors Bank and Trust Company Experience 1993 - 1995
Job Principal at Birch Hill Investment Advisors LLC
Industry Financial Services
Experience
Birch Hill Investment Advisors LLC   June 2007 - Present
Seaward Management Corp   2002 - 2007
Eaton Vance  1997 - 2002
Standish Mellon Asset Management  1995 - 1997
Investor's Bank and Trust Company  1993 - 1995
Boston Scientific  1991 - 1993

Skills
Alternative Investments, Asset Management, Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Private Equity, Financial Modeling, Asset Allocation, Valuation, Wealth Management, Financial Analysis, Business Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A

Bentley University
B.S, Economics/Finance

Concord-Carlisle High School   1982 — 1986

Benjamin Haskell Benjamin Haskell Washington D.C. Metro Area Details
Benjamin Haskell's Investors Bank and Trust Company Experience June 2002 - August 2002
Job Director at NASDAQ
Industry Financial Services
Experience
The NASDAQ OMX Group, Inc  August 2003 - Present
Investors Bank and Trust Company   June 2002 - August 2002
EFI, Inc  March 1999 - June 2001

Skills
Options, Securities Regulation, Equities, Derivatives, Exchange Traded..., Analysis, Securities, Capital Markets, Mergers, Business Strategy, Business Analysis, Project Management, Corporate Governance, Non-profits, Non-profit Boards, Non-profit Finance

Education
Boston University Questrom School of Business   2001 — 2003
MBA, Finance

Marymount University   1995 — 1997
BA, Communications

Laurie Sanborn Laurie Sanborn Greater Boston Area Details
Laurie Sanborn's Investors Bank and Trust Company Experience 2006 - 2007
Job Senior Systems Engineer @ Venafi
Industry Computer & Network Security
Experience
Venafi  June 2014 - Present
Computershare US  2012 - 2014
Digital Resources Group  2010 - 2012
General Dynamics  2008 - 2010
Raytheon/IDS   2007 - 2008
Investors Bank and Trust Company   2006 - 2007
JPMorgan Invest  2004 - 2006
JPMorgan Chase (formerly Bank One)   2003 - 2004
Entrust  2002 - 2003
Baltimore Technologies (formerly GTE CyberTrust)   2000 - 2002

Skills
CISSP, CISA, PKI, PCI DSS, Network Security, Computer Security, Cryptography, Information Security, Data Privacy, Risk Management, Risk Assessment, Leadership, Business Continuity, Disaster Recovery, Consulting, ISO 27001, Vulnerability Assessment, Security, Vulnerability Management, Information Assurance, Information Security..., Firewalls, Security Awareness, Security Audits, Encryption, Active Directory, Data Security, Identity Management, Information Technology, Application Security, Penetration Testing, Security Architecture..., Intrusion Detection, SDLC, CISM, Integration, Enterprise Software, Project Management, Security Policy, IDS, Cloud Security

Education
Northeastern University
MS, Information Assurance

State University of New York College at Oswego
Bachelor of Arts (BA), Mathematics

J. Michael Kennedy J. Michael Kennedy Columbus, Ohio Details
J. Michael Kennedy's Investors Bank and Trust Company Experience May 1998 - July 2001
Job Vice President Trust Administration Risk Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank  July 2014 - Present
Oakbrook Solutions  December 2013 - July 2014
First Republic Trust Company - First Republic Bank   January 2012 - August 2012
Regions Bank  March 2009 - June 2010
BB&T - Institutional Trust Services   January 2006 - February 2009
BB&T  December 2002 - January 2006
RBC  August 2001 - December 2002
Investors Bank and Trust Company   May 1998 - July 2001
Fiduciary Trust Company  July 1987 - April 1998

Skills
Series 63, Series 6, Securities, Mutual Funds, Bonds, Wealth Management, Banking, Investment Management, Loans, Private Banking, Asset Managment, Commercial Lending, Fixed Income, Investments, Cash Management, Credit, Credit Risk, Financial Risk, Commercial Banking, Finance, Risk Management, Asset Management

Education
Cannon Trust School   2004 — 2005
Trust Certificate - Level I, Trust

University of New Haven   1996 — 1998
MBA, Business

Jacksonville University   1977 — 1981
BS, Economics

NASD Series 6 & 63
Mutual Fund License, NASD

Bill Herron Bill Herron Omaha, Nebraska Details
Bill Herron's Investors Bank and Trust Company Experience August 1999 - June 2007
Job
Industry Computer Software
Experience
First Data Corporation  September 2015 - Present
Experis  March 2015 - September 2015
Infosys  November 2011 - September 2014
State Street Bank and Trust Company  July 2007 - October 2010
Investors Bank and Trust Company   August 1999 - June 2007

Skills
JCL, COBOL, Syncsort, Mainframe, Endeavor, Desktop Computers, Microsoft Office, Remote Access, Programming, IBM Utilities, VSAM, MVS, TSO, ISPF, DB2, Fileaid, SQL, FTP, SDLC, Production Support

Education
Suffolk University - Sawyer School of Management   2005 — 2008
MBA, Business Administration and Management, General

University of Oklahoma - Price College of Business   1985 — 1990
BBA, Management Information Systems

University of Massachusetts Lowell   1984 — 1985
B.S., Computer Programming

Brandon Gagné, MBA Brandon Gagné, MBA Boston, Massachusetts Details
Brandon Gagné, MBA's Investors Bank and Trust Company Experience August 2006 - July 2007
Job Officer
Industry Financial Services
Experience
State Street  May 2013 - Present
State Street  September 2012 - May 2013
State Street  July 2007 - September 2012
Investor's Bank and Trust Company  August 2006 - July 2007
Young & Franklin  June 2005 - August 2005
Union Bank  May 2004 - June 2005

Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Statement..., Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Financial Services

Education
Clarkson University   2005 — 2006
MBA, Finance/Supply Chain Management

Johnson State College   2002 — 2005
Bachelor of Arts, Business Management

Geri Tobey Geri Tobey Albuquerque, New Mexico Area Details
Geri Tobey's Investors Bank and Trust Company Experience November 2000 - February 2002
Job Database Specialist at The Nielsen Company
Industry Information Services
Experience
The Nielsen Company  July 2002 - Present
Nielsen  2002 - Present
Investors Bank and Trust Company   November 2000 - February 2002
Keyport Life Insurance Company  March 1994 - February 2000

Education
Eastern Nazarene College   2007 — 2007

Troy Woods Troy Woods Greater New York City Area Details
Troy Woods's Investors Bank and Trust Company Experience April 2004 - October 2005
Job Global Business Solutions Vice President
Industry Financial Services
Experience
State Street Global Services  September 2007 - Present
AnalytX Software Inc   October 2005 - September 2007
Investors Bank and Trust Company   April 2004 - October 2005

Skills
SQL, Crystal Reports, ETL, Business Objects, Sungard, Investran, Stored Procedures, Data Mining, Data Warehousing, Hedge Funds, Alternative Investments, Fund Accounting, CRM, Financial Services

Education
St. Francis Xavier University
BA, Economics & International Relations

Jean Savvas Jean Savvas Greater Boston Area Details
Jean Savvas's Investors Bank and Trust Company Experience July 1999 - July 2000
Job
Industry Accounting
Experience
Grant Thornton LLP  June 2004 - April 2012
Oracom, Inc   July 2000 - September 2002
Investors Bank and Trust Company   July 1999 - July 2000

Education
Merrimack College
Bachelor of Science, Accounting

Kevin Koblenzer Kevin Koblenzer Greater Boston Area Details
Kevin Koblenzer's Investors Bank and Trust Company Experience June 1997 - June 2007
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  August 2009 - Present
State Street Bank  June 2007 - July 2009
Investors Bank and Trust Company   June 1997 - June 2007

Skills
Corporate Actions, Fund Accounting, Mutual Funds

Education
Providence College   1993 — 1997

Erica Choinski Erica Choinski Greater Boston Area Details
Erica Choinski's Investors Bank and Trust Company Experience 2002 - 2007
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
ISITC   February 2012 - Present
Brown Brothers Harriman  March 2008 - Present
ISITC   June 2004 - February 2012
State Street Corporation  July 2007 - February 2008
Investors Bank and Trust Company   2002 - 2007
Brown Brothers Harriman  2000 - 2002

Skills
Business Analysis, Asset Management, Management, Securities, Settlement, Account Reconciliation, Requirements Gathering, Trading, Portfolio Management, Relationship Management, Corporate Actions, Strategy, Software Project..., Investments, Quality Assurance, Integration, Process Improvement, Market Data, Securities Lending, Capital Markets, Visio, Middle Office, Hedge Funds, SDLC, Global Custody, Agile Methodologies, Requirements Analysis, Equities, Back Office, Derivatives, Financial Markets, Financial Services, SWIFT payments, Vendor Management, SWIFT messaging, Reference Data, User Acceptance Testing, PMO, Fixed Income, IT Strategy, Bloomberg, Banking, Risk Management, Project Management, Business Requirements, Payments, Program Management, Systems Analysis, Fund Accounting, Operational Risk

Education
Boston University
Bachelor of Arts (B.A.)

Steve Richard Steve Richard Greater Boston Area Details
Steve Richard's Investors Bank and Trust Company Experience 1995 - 2001
Job Business Creator and Transformation Professional
Industry Financial Services
Experience
Beacon Consulting Group  January 2015 - Present
Gravitas  2006 - 2014
Spectrum Global Fund Adminstation   2003 - 2005
Investors Bank and Trust Company   1995 - 2001
J.P. MORGAN (FORMERLY MUTUAL FUNDS SERVICE COMPANY)   1992 - 1994
Price Waterhouse  1985 - 1992

Skills
Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Start-ups, Management, Private Equity, Analysis, Fund Of Funds, Outsourcing, Fund Accounting, Fixed Income, Portfolio Management, Derivatives, Equities, Asset Management

Education
Bentley University
BS, Accountancy

Harvard Business School – Executive Education
Executive Leadership

Jeffrey Gaboury Jeffrey Gaboury Greater Boston Area Details
Jeffrey Gaboury's Investors Bank and Trust Company Experience 1996 - 2004
Job Vice President of Financial Products and Services at AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc.  November 2010 - Present
AARP Financial  April 2008 - December 2010
Lord Abbett  May 2006 - March 2008
New York Life Investment Management  2004 - 2005
Investors Bank and Trust Company   1996 - 2004
JPMorgan Chase  1992 - 1996

Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM

Education
Stonehill College   1986 — 1990
BS, Marketing

Canton High School   1982 — 1986

Justin Pinardi Justin Pinardi Greater Boston Area Details
Justin Pinardi's Investors Bank and Trust Company Experience January 2000 - August 2004
Job Senior Consultant at CGI Group
Industry Information Technology and Services
Experience
CGI  March 2013 - Present
John Hancock  September 2005 - March 2013
IBM Global Services  August 2004 - September 2005
Investors Bank and Trust Company   January 2000 - August 2004

Skills
VMware, Citrix, Microsoft, VMware ESX, Disaster Recovery, ITIL, Servers, Windows Server, vSphere, Data Center, Active Directory, Virtualization, Infrastructure, IT Operations, Enterprise Architecture, SAN, Business Continuity, Storage Area Networks, Security, IT Service Management, Hardware, System Deployment, Storage, VMware Infrastructure, Solution Architecture, Operating Systems, Integration, SQL, Microsoft Technologies, High Availability, System Administration, HP, IIS, Cloud Computing, IT Strategy, IT Management, Microsoft Certified..., VDI, Incident Management, Information Security, Visio, Vendor Management, Cisco Technologies, SharePoint, Identity Management, VMware vSphere

Education
University of Massachusetts, Amherst   1993 — 1997
BS, Chemistry

DeAnna Chin DeAnna Chin San Francisco Bay Area Details
DeAnna Chin's Investors Bank and Trust Company Experience April 2001 - June 2004
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  January 2011 - Present
BlackRock Institutional Trust Co., N.A.   2004 - December 2010
Barclays Global Investors  June 2004 - December 2009
Investors Bank and Trust Company   April 2001 - June 2004
Barclays Global Investors  May 1995 - March 2001
Bank of America  June 1994 - January 1995
Coopers & Lybrand  January 1994 - May 1994

Education
Golden Gate University
Master in Taxation

San Francisco State University, College of Business
Accounting/Finance

Alvin Thompson Alvin Thompson Greater Atlanta Area Details
Alvin Thompson's Investors Bank and Trust Company Experience 1989 - 1992
Job Senior Manager, Merchandise Execution Team at The Home Depot
Industry Retail
Experience
The Home Depot  October 2008 - Present
The Home Depot  2004 - October 2008
Lucent Technologies  1995 - 2004
American Airlines  1994 - 1994
Massachusetts Bay Transit Authority  1992 - 1993
Investor's Bank and Trust Company  1989 - 1992

Education
Northwestern University - Kellogg School of Management   1993 — 1995
MBA, Management & Strategy, Transportation Management and Finance

Wesleyan University   1985 — 1989
BA, Economics

Shady Hill   1971 — 1982

Mary Ellen Kane Mary Ellen Kane West Springfield, Massachusetts Details
Mary Ellen Kane's Investors Bank and Trust Company Experience 2004 - 2005
Job Senior Internal Auditor
Industry Accounting
Experience
Hasbro, Inc.   2008 - 2013
Robert Half Management Resources, Inc.   2008 - 2008
Ahold USA  2005 - 2007
Investors Bank and Trust Company   2004 - 2005
Hughes Supply, Inc.   2000 - 2004

Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Accounting, Auditing, US GAAP, Sarbanes-Oxley, Financial Audits, Analysis

Education
University of Massachusetts, Amherst
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5 GPA

Western New England University
Bachelor’s Degree, Accounting, 3.8 GPA

Lynn Berman Lynn Berman Greater Boston Area Details
Lynn Berman's Investors Bank and Trust Company Experience 1999 - 2005
Job Senior Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  December 2005 - Present
Investors Bank and Trust Company   1999 - 2005
IBT  1999 - 2005
Arthur Anderen   1997 - 1999

Education
Isenberg School of Management, UMass Amherst   1993 — 1997

Seema Dasgupta Seema Dasgupta Greater Boston Area Details
Seema Dasgupta's Investors Bank and Trust Company Experience June 2006 - July 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street  August 2007 - Present
Investors Bank and Trust Company   June 2006 - July 2007
Investors Bank and Trust Company   January 2005 - May 2006
Investors Bank and Trust Company   March 2004 - December 2004
Investors Bank and Trust Company   April 2002 - March 2004
Investors Bank and Trust Company   January 2001 - April 2002

Education
Northeastern University   1999 — 2001
Master of Arts (MA), Economics

Fergusson College   1995 — 1998
Bachelor's degree, Economics

Patricia Steele Patricia Steele Seattle, Washington Details
Patricia Steele's Investors Bank and Trust Company Experience July 2005 - October 2006
Job Key Account Sales Manager
Industry Sporting Goods
Experience
Brooks Sports  April 2015 - Present
Brooks Sports Inc  January 2013 - Present
Brooks Sports, Inc  July 2010 - December 2012
State Street Bank  November 2006 - June 2010
Investors Bank and Trust Company   July 2005 - October 2006
Bay State Services   May 2001 - June 2005

Skills
Analysis, Customer Service, Event Management, Event Planning, Financial Services, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Social Media, Social Media Marketing

Education
Suffolk University - Sawyer Business School   2006 — 2007
MBA, Marketing, Management

Assumption College   2001 — 2005
B.B.A., Business Management

Gary Chaisson Gary Chaisson Greater Boston Area Details
Gary Chaisson's Investors Bank and Trust Company Experience 1995 - 2000
Job Assistant Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management  December 2014 - Present
Wellington Management  September 2012 - December 2014
Wellington Management  2004 - September 2012
Wellington Management  February 2000 - 2004
Investors Bank and Trust Company   1995 - 2000

Skills
Investment Management, Investments, Mutual Funds, Operational Risk..., Portfolio Management, Trading Systems, Securities, Valuation, Asset Allocation, Asset Management

Education
Northeastern University   2003 — 2005
Master of Science, Finance

Stonehill College   1991 — 1995
Bachelor of Arts, Mathematics

kevin kelliher kevin kelliher Greater Boston Area Details
kevin kelliher's Investors Bank and Trust Company Experience May 2007 - October 2007
Job Private Equity Valuation Analyst
Industry Banking
Experience
state street corporation  2005 - Present
National Consumer Law Center  2013 - 2013
State Street Corporation  April 2008 - February 2009
State Street Corporation  March 2008 - February 2009
Investors Bank and Trust Company   May 2007 - October 2007
State Street Corporation  April 2007 - October 2007

Education
Providence College   2001 — 2005
Bachelor of Arts, Business Economics

Providence College
Bachelor of Arts, Business Economics

Gloria Ofori, Esq. Gloria Ofori, Esq. United States Details
Gloria Ofori, Esq.'s Investors Bank and Trust Company Experience 2002 - 2004
Job Corporate Lawyer
Industry Law Practice
Experience
Prime Attorneys   2012 - 2013
Soroma Capital Limited   2010 - 2012
Arent Fox LLP  2008 - 2009
Brown Rudnick  2007 - 2008
Investors Bank and Trust Company   2002 - 2004

Skills
Corporate Law, Business Law, Emerging Markets, Commercial Real Estate..., Commercial Real Estate..., Corporate Governance, Financing, Contract Drafting, Commercial Contracts, Contract Negotiation, Legal Advice, Debt & Equity Capital..., Due Diligence, Legal Research, Legal Writing

Education
Georgetown University Law Center   2004 — 2007
Juris Doctor (J.D.), Law

Mount Holyoke College   1999 — 2002
Bachelor's Degree, International Relations

Charles E. Cullinane Charles E. Cullinane Greater Boston Area Details
Charles E. Cullinane's Investors Bank and Trust Company Experience 1997 - 1999
Job Managing Director, Head of Regulatory Strategy and Execution at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  April 2015 - Present
State Street Global Advisors  2011 - 2015
State Street Global Advisors  2008 - 2011
State Street Global Advisors  August 2004 - 2008
State Street Global Advisors  2002 - 2004
State Street Global Advisors  1999 - 2002
Investors Bank and Trust Company   1997 - 1999

Skills
Investment Management, Management, Marketing, Sales, Asset Managment, Fixed Income, Series 7, Due Diligence, Investments, Mutual Funds, Securities, Hedge Funds, Private Equity, Finance, Capital Markets

Education
Suffolk University Law School   2000 — 2004
JD, with honors

Bates College   1993 — 1997
BA, Political Science

Jennifer Birmingham Jennifer Birmingham Greater New York City Area Details
Jennifer Birmingham's Investors Bank and Trust Company Experience 1997 - 2002
Job Managing Director at Princeton University Investment Company
Industry Investment Management
Experience
Princeton University Investment Company  Managing Director FinanceDeutsche Asset ManagementMay 2002 - August 2010
Investors Bank and Trust Company   1997 - 2002
Deloitte & Touche LLP  1993 - 1997

Education
Smith College   1989 — 1993
BA, Economics

Eduardo Balaguer Eduardo Balaguer San Francisco Bay Area Details
Eduardo Balaguer's Investors Bank and Trust Company Experience April 1989 - May 1991
Job Founder at JobKindle.com
Industry Food & Beverages
Experience
JOBKINDLE.COM   August 2012 - Present
VENGA PAELLA   May 2006 - Present
BAVARIAN PROFESSIONALS   December 2003 - Present
DIGITAL FOUNTAIN INCORPORATED   April 2001 - December 2003
DIGITAL INSIGHT CORPORATION EPG Group   November 1999 - March 2001
EXTENSITY INCORPORATED   February 1999 - November 1999
CREDIT SUISSE HEDGING-GRIFFO  February 1997 - December 1998
Latinvest Capital/Globalvest Management Company, LP   May 1994 - January 1997
Montgomery Securities  May 1991 - May 1994
INVESTORS BANK AND TRUST COMPANY   April 1989 - May 1991

Skills
Equities

Education
City College of San Francisco   2001 — 2004
Certificate, UNIX Systems Administration Certification

Belmont Abbey College   1984 — 1988
Bachelor of Liberal Arts; B. A, Business Administration and Finance

Stephen Auresto Stephen Auresto Sandy Hook, Connecticut Details
Stephen Auresto's Investors Bank and Trust Company Experience July 2001 - May 2003
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp  February 2012 - Present
PHIDIAS CAPITAL MANAGEMENT, LLC   December 2008 - January 2012
ANDOR CAPITAL MANAGEMENT, LLC   May 2003 - December 2008
INVESTORS BANK AND TRUST COMPANY   July 2001 - May 2003

Skills
Mutual Funds, Trading, Fund Accounting, Financial Services, Hedge Funds, Equities, Bloomberg, Derivatives, Fixed Income, Alternative Investments, Asset Management, Securities, Investments, Capital Markets, Portfolio Management

Education
Bryant University   1997 — 2001
Bachelor of Science, Business Administration; Finance

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