State Street

Industry: Financial services company

Description

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),

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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Employees

Employee
Years
Job
Industry
Jonathan Rivera, PMP Jonathan Rivera, PMP Greater Boston Area Details
Jonathan Rivera, PMP's State Street Experience May 2015 - Present
Job State Street Global Advisors
Industry Financial Services
Experience
State Street   May 2015 - Present
Deloitte  September 2012 - April 2015
Deloitte  May 2011 - September 2012
State Street Global Advisors  September 2007 - April 2011
Piper, Hawkins, and Company CPA   November 2006 - July 2007
Lewtan Technologies Inc   November 2005 - November 2006
Deutsche Investment Management Americas Inc   May 2005 - November 2005

Skills
Banking, Bloomberg, Valuation, Accounting, Portfolio Management, Structured Finance, Credit Risk, Financial Services, Risk Management, Investments, Mutual Funds, Management Consulting, Analysis, Strategy, Financial Modeling, CRM

Education
Bentley University   2002 — 2006
Bachelor of Science, Corporate Finance and Accounting

Nick Kososki Nick Kososki Burlington, Massachusetts Details
Nick Kososki's State Street Experience June 2011 - January 2013
Job Senior Credit Analyst at TD
Industry Banking
Experience
TD  January 2013 - Present
State Street   June 2011 - January 2013
NetCracker  February 2011 - July 2011
Ameriprise Financial Services, Inc.   October 2009 - May 2010

Skills
Bloomberg, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Microsoft Excel, Equities, Financial Statements, Financial Accounting, Access, Microsoft Office, PowerPoint, Corporate Actions, Teamwork

Education
Bentley University   2007 — 2011
Bachelor of Science, Finance, Liberal Studies, Minor- Law, 3.51

East Longmeadow High School   2003 — 2007
3.7

Jim Coco, PMP Jim Coco, PMP Greater Boston Area Details
Jim Coco, PMP's State Street Experience April 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   April 2015 - Present
State Street   May 2011 - March 2015
State Street Corp  October 2005 - April 2011
State Street   March 2000 - October 2005
State Street   April 1997 - March 2000

Skills
Securities, Performance Reporting, Business Analysis, Project Planning, Project Management, Fund Accounting, Mutual Funds, Test Cases, Solution Implementation, Virtual Teams, User Guide Creation, Management, Investment Operations, Fixed Income, Equities, Corporate Actions, Bloomberg, Client Service, Conversions, Fixed Income Products, Amortization, Securities Valuation

Education
Northeastern University - Graduate School of Business Administration   2009 — 2012
MBA, International Management, 3.76

Bentley University
Finance

Jillian Raia Jillian Raia Greater Boston Area Details
Jillian Raia's State Street Experience June 2015 - Present
Job Corporate Audit Intern at State Street
Industry Accounting
Experience
State Street   June 2015 - Present
Morristown Beard School Day Camp   June 2009 - August 2014
Bentley University  June 2013 - June 2014

Education
Bentley University   2012 — 2016
Bachelor of Science (B.S.), Accounting, Senior

Bond University   2014 — 2015

Morristown-Beard School   2008 — 2012
High School

John Uhlmann John Uhlmann Hartford, Connecticut Area Details
John Uhlmann's State Street Experience June 2012 - August 2012
Job Associate Risk Analyst at The Hartford
Industry Insurance
Experience
The Hartford  July 2013 - Present
State Street   June 2012 - August 2012
Bentley University Book Store   June 2009 - June 2012

Skills
Microsoft Excel, Bloomberg, Financial Analysis, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, SPSS, Outlook, Data Analysis, Economics, VEE Economics Credit, VEE Corporate Finance...

Education
Bentley University   2009 — 2013
Bachelor of Science (B.S.), Actuarial Science

Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration   2011 — 2012
Finance and International Business

Winchester High School   2005 — 2009

Maurice Levine Maurice Levine Greater Boston Area Details
Maurice Levine's State Street Experience November 2011 - July 2014
Job Compliance Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSGA)   July 2014 - Present
State Street   November 2011 - July 2014
State Street Corporation  October 2010 - December 2011
State Street Corporation  June 2007 - October 2010

Skills
Account Reconciliation, Accounting, Internal Audit, Fixed Income, Microsoft Excel, Equities, Time Management, Software Documentation, Securities, Mutual Funds, Financial Statements, Trading, Bonds, Financial Analysis, Financial Modeling

Education
Bentley University   2003 — 2007
Bachelors, Finance

RMIT University   2006 — 2006
Bachelor's degree, Finance, General

Leo O'Donnell Leo O'Donnell Greater Boston Area Details
Leo O'Donnell's State Street Experience April 1985 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   April 1985 - Present
State Street   1985 - 2013

Skills
Fixed Income, Financial Services, Bloomberg, Fund Accounting, Financial Analysis, Equities, Securities, Mutual Funds, Investments, Hedge Funds, Financial Modeling, Derivatives

Education
Bentley College
Bachelor's degree, Accounting

Matthew Picco Matthew Picco Boston, Massachusetts Details
Matthew Picco's State Street Experience December 2013 - October 2014
Job Investment Compliance Analyst, State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  October 2014 - September 2015
State Street   December 2013 - October 2014

Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Mutual Funds, Financial Services, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, Bloomberg

Education
Bentley University   2007 — 2011
Bachelor of Science Degree, Corporate Finance and Accounting

Bentley University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Corporate Finance and Accounting

Kelsey Roberson Kelsey Roberson Greater Boston Area Details
Kelsey Roberson's State Street Experience June 2012 - December 2012
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  October 2014 - Present
Deloitte  June 2013 - August 2013
State Street   June 2012 - December 2012
State Street   June 2012 - August 2012
State Street   June 2011 - August 2011

Skills
GoSystems, Microsoft Excel, ProSystem fx Tax, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, SAP, Windows, Essbase, Oracle Discoverer, Oracle Applications, Intrader, OneSource

Education
Bentley University   2013 — 2014
Master of Science (MS), Accounting

Bentley University   2009 — 2013
BS, Corporate Finance and Accounting

Lorenz Kuisine Lorenz Kuisine Greater Boston Area Details
Lorenz Kuisine's State Street Experience June 1994 - March 2002
Job General Manager
Industry Restaurants
Experience
Lorenz Island Kuisine   July 2006 - Present
Lorenz Island Kuisine   June 2006 - Present
Boston Public Schools  September 2002 - Present
State Street   June 1994 - March 2002

Skills
Staff Development, Budgeting, Excel, Mathematics, Government, Microsoft Excel, Event Planning, Budgets, Non-profits, Public Speaking, Volunteer Management, Blogging, Coaching, Community Outreach, Creative Writing, Curriculum Design, Curriculum Development, Editing, Event Management, Fundraising, Grant Writing, Leadership, Leadership Development, Nonprofits, Organizational..., PowerPoint, Program Development, Public Relations, Research, Social Media, Social Networking, Strategic Planning, Teaching, Team Building

Education
Bentley University   1990 — 1994
Business Administration and Management, General

Boston Latin School   1986 — 1990

Lauren Steinbrecher Lauren Steinbrecher Greater Boston Area Details
Lauren Steinbrecher's State Street Experience June 2012 - December 2012
Job Financial Analyst at Benchmark Senior Living
Industry Hospital & Health Care
Experience
Benchmark Senior Living  April 2014 - Present
NTT Data Corporation  June 2013 - April 2014
NTT Data Corporation  January 2013 - June 2013
State Street   June 2012 - December 2012
Bentley University  August 2010 - May 2012
Bentley University  September 2008 - May 2012
REIT Management & Research LLC  May 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Outlook, Account Reconciliation, Data Entry, PeopleSoft, Lotus Notes, Word, Argus Modeling, ILLiad, Ariel, Millenium, Leadership, Microsoft Word, Financial Reporting

Education
Bentley University   2008 — 2012
Bachelor's degree, Finance

Lori Miller Looney Lori Miller Looney Greater San Diego Area Details
Lori Miller Looney's State Street Experience May 2001 - April 2003
Job Conversion Manager Retirement Department at TRIAD
Industry Human Resources
Experience
TRI-AD  October 2005 - Present
Aon Hewitt  April 2003 - January 2005
State Street   May 2001 - April 2003
Fidelity Investments  1999 - 2001

Skills
Process Improvement, Performance Management, Employee Benefits, Microsoft Office, Benefits Administration

Education
Aquinas College
Associate of Science, Accounting

Bentley College
Bachelor of Science, Finance

Linda Woods, CPA Linda Woods, CPA Greater Boston Area Details
Linda Woods, CPA's State Street Experience January 2013 - December 2013
Job Lead Consultant at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting  January 2013 - June 2015
MBTA  May 2014 - April 2015
MFS Investment Management  January 2014 - April 2014
State Street   January 2013 - December 2013
State Street (formerly Investors Bank & Trust)   April 2006 - July 2012
HedgeFlex, Inc.   March 2005 - April 2006
Pacific Exchange  January 2000 - January 2004
Romac International  September 1998 - December 1999
Fidelity Investments  February 1996 - September 1998
State Street Bank  June 1992 - January 1996

Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement

Education
Bentley College   1984 — 1988
BS, Accounting

Bentley College   1984 — 1988
Associate of Science (A.S.), Management

Villanova University   2012 — 2012
Master Certificate in Business Analysis

Nina Miller-Browne Nina Miller-Browne Greater Boston Area Details
Nina Miller-Browne's State Street Experience March 2008 - December 2010
Job Associate Director, Financial Reporting and Analysis at Northeastern University
Industry Higher Education
Experience
Boston Ski Party   November 2013 - Present
Northeastern University  July 2011 - Present
Action for Boston Community Development  April 2011 - July 2011
State Street   March 2008 - December 2010
Bank of America  June 2005 - March 2008
Bank of America  March 2002 - May 2005
Bank of America  July 2000 - February 2002
Putnam Investments  January 1999 - June 2000

Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning

Education
Boston University
Master of Science, Finance/Economics

Bentley University
Bachelor of Science, Finance/Management

Max Haberman Max Haberman Waltham, Massachusetts Details
Max Haberman's State Street Experience June 2015 - Present
Job Client Operations, Associate 2 at State Street Corporation
Industry Financial Services
Experience
State Street   June 2015 - Present
Epsilon  June 2014 - August 2014
Ameriprise Financial Services, Inc.   June 2013 - December 2013
UBS  June 2013 - August 2013
Enfield Tennis Club   June 2009 - September 2012

Skills
PowerPoint, Microsoft Excel, Data Analysis, Investments, Management, Financial Analysis, Finance, Leadership, Microsoft Word, Risk Management, Customer Service, Outlook, Microsoft Office, Financial Modeling

Education
Bentley University   2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance

Longmeadow High School   2007 — 2011
Diploma

Joe Grieco Joe Grieco Dallas/Fort Worth Area Details
Joe Grieco's State Street Experience 1997 - 2001
Job Strategic Alliance Sales Manager
Industry Computer Software
Experience
Benefitfocus  2015 - Present
G & G Consulting   2012 - 2015
Aon Hewitt  2011 - 2012
Xerox  2009 - 2011
Fidelity Investments  2002 - 2008
USI Consulting Group  2001 - 2002
State Street   1997 - 2001
Fidelity Investments  1993 - 1996
Fidelity Investments  1990 - 1993
Aetna  1988 - 1990

Skills
CRM, Employee Benefits, Outsourcing, Strategy, Benefits Administration, Human Resources, Management, Program Management, HRIS, Defined Benefit, Risk Management, New Business Development, Business Development, Project Management, Program Implementation, Qualified Retirement..., Non-Qualified Deferred..., Relationship Management, Defined Contribution, Health & Welfare..., Pension Administration, Salesforce.com, 401k, Sales, Strategic Planning, HRO, Sales Management

Education
Bentley University   1983 — 1987
Bachelor of Science (B.S.), Business Management

Kai Dickerson Kai Dickerson Boston, Massachusetts Details
Kai Dickerson's State Street Experience March 2013 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   March 2013 - Present
State Street   January 2005 - March 2013
State Street   January 2004 - January 2005
State Street   November 2002 - January 2004
State Street   May 2001 - November 2002
State Street   December 1999 - May 2001

Skills
Bloomberg, Fund Accounting, Analysis, Accounting, CRM, Mutual Funds, Risk Management, Management, Strategy, Auditing, Investments, Finance, Financial Services, Leadership, Alternative Investments, Fund Administration, Relationship Management, Training

Education
Bentley University

New England College of Business and Finance
Associate of Science (AS), Accounting and Finance

Marianela Vazquez Marianela Vazquez Greater Boston Area Details
Marianela Vazquez's State Street Experience May 2014 - Present
Job Project Manager, AVP
Industry Financial Services
Experience
State Street   May 2014 - Present

Skills
Financial Services, Portfolio Management, Project Management, Capital Markets, Fixed Income, Program Managment, Financial Services..., Software Development..., Program Management, SDLC, CRM, Management, Project Planning, Testing, Business Analysis, Data Analysis, Vendor Management, Finance, Risk Management, Analysis

Education
Lasell College   2009 — 2011
MS in Managment, Project Management

Bentley College   1999 — 2003
Bachelor of Science, Managerial Economics w/ Concentration in Management

Lowell High

Lowell High

Nicole Bertone Nicole Bertone Greater Boston Area Details
Nicole Bertone's State Street Experience July 2003 - June 2005
Job Photo Studio Manager at Hasbro
Industry Photography
Experience
Hasbro  February 2014 - Present
Hasbro  June 2009 - February 2014
Converse  December 2010 - February 2011
John Horner Photography   August 2008 - June 2009
VistaPrint  July 2005 - August 2007
State Street   July 2003 - June 2005

Skills
Photography, Photoshop, Image Manipulation, Commercial Photography, Portrait Photography, Event Photography, Architectural..., Marketing, Advertising, Lightroom, Photos, Art Direction, Lighting, Capture One, Layout

Education
New England School of Photography   2006 — 2008
Advertising and Commercial Photography, Commercial Photography

Bentley University   1998 — 2002
Bachelor of Science, Marketing

Kristina Hagmeier Kristina Hagmeier East Berlin, Connecticut Details
Kristina Hagmeier's State Street Experience June 2015 - Present
Job Securities Finance Intern at State Street Bank
Industry Financial Services
Experience
State Street   June 2015 - Present
Eagle Investment Systems  May 2014 - August 2014

Skills
Time Management, Organization, Team Leadership, Teamwork, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint

Education
Bentley University   2013 — 2017
Finance, General

Bentley University   2013 — 2017
Finance

Jennifer Macone Jennifer Macone Greater Boston Area Details
Jennifer Macone's State Street Experience April 2015 - Present
Job Senior Internal Auditor, Officer at State Street
Industry Accounting
Experience
State Street   April 2015 - Present
State Street   April 2013 - March 2015
State Street   June 2011 - March 2013
Dassault Systemes  December 2010 - June 2011
Daryl Christopher Ltd.   June 2007 - December 2010
Genzyme  January 2010 - July 2010
Sunshine Books Inc   December 2008 - December 2009
Yoshida & Sokolski PC   February 2008 - April 2008

Skills
Highly Analytical, Travel, Lotus Notes, Spanish, Microsoft Office, Microsoft Excel, Accounting, Financial Analysis, Tax, SEC filings, Analytical Skills, Budgets, Internal Audit, Auditing, Account Reconciliation

Education
Bentley University   2007 — 2011
Bachelor of Science, Corporate Finance and Accounting

Lincoln-Sudbury Regional High School   2003 — 2007
High School Diploma, N/A

Mark Avedikian Mark Avedikian Greater Boston Area Details
Mark Avedikian's State Street Experience 1996 - 2002
Job Owner of Stylecuts Hair Salon
Industry
Experience
Stylecuts   October 2005 - Present
KaBloom.com, LTD   2002 - 2005
State Street   1996 - 2002

Skills
Strategic Planning, Team Building, Account Management, Coaching, Retail, Sales Management, B2B, Marketing, Marketing Strategy, Sales, Event Planning, Management, Social Media, Leadership

Education
Bentley University   1990 — 1994
Bachelor of Science (BS), Finance

Noah Laub Noah Laub United States Details
Noah Laub's State Street Experience February 2004 - August 2005
Job Account Manager at Forrester Research
Industry Market Research
Experience
Forrester Research  October 2013 - Present
Enterprise Holdings  September 2009 - September 2013
Enterprise Holdings  July 2007 - August 2009
Enterprise Holdings  January 2007 - July 2007
Enterprise Holdings  August 2006 - January 2007
State Street   February 2004 - August 2005
State Street   January 2004 - February 2005

Skills
Sales Management, Operations Management, Sales & Marketing..., Sales Rep Training, Key Account Development, Financial Analysis, Customer Service, Employee Management, Time Management, Microsoft Office, Account Management, Cold Calling Experience, Leadership, Recruiting, Human Resources, Employee Relations, Training, Management

Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Finance

Naomi Leung Naomi Leung Boston, Massachusetts Details
Naomi Leung's State Street Experience June 2015 - Present
Job AIS Associate II at State Street Corporation
Industry Financial Services
Experience
State Street   June 2015 - Present
Core-Mark International  June 2013 - August 2013

Education
Bentley University   2011 — 2015
Bachelor of Science (BS), Finance

The University of Manchester   2014 — 2014

Lucas Ruffel Lucas Ruffel Greater Boston Area Details
Lucas Ruffel's State Street Experience August 2014 - Present
Job Officer at State Street
Industry Banking
Experience
State Street   August 2014 - Present
State Street Bank  July 2013 - August 2014
State Street   June 2012 - August 2012
State Street   June 2011 - August 2011

Skills
Mutual Funds, Hedge Funds, Equities, Fixed Income, Bloomberg

Education
Bentley University   2009 — 2013
Bachelor's degree, Finance, General

2015 Level II Candidate in the CFA Program

Wilton High School

Michael Arria Michael Arria Boston, Massachusetts Details
Michael Arria's State Street Experience January 2012 - June 2014
Job Senior Associate
Industry Financial Services
Experience
State Street Alternative Investment Solutions  July 2014 - Present
State Street   January 2012 - June 2014
State Street Bank  June 2011 - August 2011
Reebok International LTD  January 2010 - June 2011

Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Teamwork

Education
Bentley University   2007 — 2011
Bachelor's degree, Finance, General

University of Richmond   2009 — 2009

Josh Cutone Josh Cutone Chicago, Illinois Details
Josh Cutone's State Street Experience May 2001 - June 2004
Job Account Manager
Industry Consumer Services
Experience
Wolters Kluwer  January 2013 - Present
Wolin-Levin Inc  July 2010 - January 2013
Action Figures Staffing  June 2009 - July 2010
RE/MAX Innovations  August 2006 - November 2009
Spotlight Reality   June 2004 - August 2006
State Street   May 2001 - June 2004

Skills
Real Estate, Budgets, Investment Properties, Due Diligence, Customer Service, Retail, Contract Negotiation, Negotiation, Management, Marketing, Leadership, CRM, Training, Accounting, Customer Satisfaction, Customer Retention, Marketing Strategy

Education
Bentley University   1997 — 2001
BS, Marketing/Management

Keene High School

Michael S. Martin Michael S. Martin Greater New York City Area Details
Michael S. Martin's State Street Experience June 2009 - December 2009
Job Associate at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management  December 2014 - Present
Goldman Sachs  August 2012 - December 2014
KPMG  September 2011 - August 2012
Inspire Capital Partners LLC   June 2011 - August 2011
GMO  March 2011 - June 2011
The Blackstone Group  June 2010 - August 2010
State Street   June 2009 - December 2009

Skills
Equity Valuation, Data Analysis, Financial Analysis, AML, Securities Regulation, Compliance, Cultural Diversity, Equity Research, KYC, Research, Fixed Income, Municipal Bonds, Equities, Securities, Investment Banking, Finance, Internal Audit

Education
Bentley University   2007 — 2011
B.S., Economics-Finance, Ethics and Social Responsibility

Don Bosco Preparatory High School   2003 — 2007
4.0

Lien Ho, PSMI Lien Ho, PSMI Greater Boston Area Details
Lien Ho, PSMI's State Street Experience June 2015 - Present
Job Agile Coach at State Street
Industry Financial Services
Experience
State Street   June 2015 - Present
Manulife Financial  December 2014 - June 2015
SunGard  July 2014 - December 2014
Commonwealth Financial Network  August 2013 - June 2014
TIAA-CREF  February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc.   January 2012 - August 2013
ING USA  June 2010 - January 2012
ING (Formerly CitiStreet)   January 2005 - December 2011
CitiStreet  November 2004 - January 2005
Putnam Investments  June 2003 - October 2004

Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach

Education
Scrum.org   2013 — 2013
Certificate

Boston University   2008 — 2008
Certificate

Bentley University   1997 — 1999
Certificate

New England Banking Institute   1988 — 1990
Certificate

Joemarie Hernandez Joemarie Hernandez Boston, Massachusetts Details
Joemarie Hernandez's State Street Experience June 2012 - October 2014
Job Financial Reporting Specialist
Industry Financial Services
Experience
GMO  October 2014 - Present
State Street   June 2012 - October 2014
PricewaterhouseCoopers  August 2008 - June 2012

Skills
Bilingual-Spanish, Financial Reporting, Auditing, Accounting, Analysis, Microsoft Excel, GAAP, Financial Statements, Investments, Bloomberg, Tax, PowerPoint, Financial Audits, Private Equity, Mutual Funds, Management, Microsoft Word, Lotus Notes, Teamwork, Recruiting, Fund Accounting, Financial Accounting, Bilingual, Leadership

Education
Bentley University   2004 — 2008
BS, Accouting

Lawrence High Shool   2000 — 2004
High School Diploma, Management Business Technology Academy

Northeastern University
Master of Business Administration (M.B.A.), International Business

Michaela Baca Michaela Baca New York, New York Details
Michaela Baca's State Street Experience June 2010 - August 2010
Job Technology & Management Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey  April 2014 - Present
Protiviti  July 2012 - April 2014
Bentley University  May 2010 - May 2012
Harvard Management Company  June 2011 - August 2011
Bentley Microfinance Group  September 2009 - June 2011
State Street   June 2010 - August 2010

Education
Bentley University   2008 — 2012
BS, Finance, Minor: Computer Information Systems

Megan Garrow Megan Garrow Hingham, Massachusetts Details
Megan Garrow's State Street Experience June 2015 - Present
Job IT Intern at State Street
Industry Financial Services
Experience
State Street   June 2015 - Present
Harold Brothers Mechanical Contractors, Inc.   August 2014 - Present
Mary Kay Idependent Consultant  July 2012 - Present
Garrow Financial Solutions, LLC   July 2009 - Present
Cohasset Golf Club  May 2013 - July 2015
Hingham Yacht Club  December 2011 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SPSS, Financial Analysis, Access, Accounting, Research, Customer Service, Facebook, Teamwork

Education
Bentley University   2012 — 2016

Notre Dame Academy Hingham, MA   2008 — 2012

Joshua Meneses Joshua Meneses Boston, Massachusetts Details
Joshua Meneses's State Street Experience January 2013 - January 2014
Job Studying Economics and Finance while interning at Genbright
Industry Financial Services
Experience
Genbright   May 2014 - Present
State Street   January 2013 - January 2014
U.S. Bank   March 2011 - December 2011
US Bank  January 2011 - March 2011
U.S. Bank   March 2010 - December 2010
US Bank  April 2009 - March 2010

Skills
Financial Analysis, Portfolio Management, Finance, Banking, Bloomberg Terminal, Customer Service, Commercial Lending, Loans, Financial Services, Economics, Commercial Banking, Treasury Management, Cash Management, Communication, Mutual Funds, Fixed Income, Equities, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Management, Teamwork, Research, Leadership, Outlook, Time Management, Valuation, Public Speaking, Sales

Education
Bentley University   2013 — 2016
Bachelor of Science (BS), Economics / Finance with Minor in History

Bunker Hill Community College   2012 — 2013
Finance, Economics, 3.7

Kristen DeCelle Kristen DeCelle Greater Boston Area Details
Kristen DeCelle's State Street Experience March 2014 - Present
Job Officer, Asst. Director of Financial Reporting at State Street
Industry Financial Services
Experience
State Street   March 2014 - Present
State Street   November 2012 - March 2014
State Street   May 2010 - November 2012
State Street   September 2009 - May 2010
Market Strategies  September 2008 - August 2009
First Investors Corp.  December 2007 - August 2008
New York Life  September 2007 - May 2008

Skills
Mutual Funds, Financial Reporting, Funding, General Ledger, Investments, Money Market, Account Reconciliation, Microsoft Excel, Financial Services, Bloomberg Terminal, Portfolio Management, Internal Controls

Education
Bentley University   2004 — 2008
BS, Finance, Spanish

Melissa Cobas Melissa Cobas Greater Boston Area Details
Melissa Cobas's State Street Experience January 2015 - Present
Job Bank Loan Specialist at State Street
Industry Financial Services
Experience
State Street   January 2015 - Present
VMTurbo  September 2014 - December 2014
Santander Asset Management  June 2013 - August 2013
PromoExport   May 2013 - July 2013
Banco Popular de Puerto Rico  June 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Economics, Bloomberg, Data Analysis, Microsoft Office, Cross-cultural..., Interpersonal Skills, Easily Adaptable, Leadership, Market Research, Social Media, Salesforce.com, MCH, Wall Street Office

Education
Bentley University   2011 — 2014
B.S., Economics-Finance and Political Science

University of Puerto Rico-Rio Piedras   2010 — 2011
B.S., Finance and Political Science, 3.8

Jovany Baptiste Jovany Baptiste Hyde Park, Massachusetts Details
Jovany Baptiste's State Street Experience June 2012 - Present
Job Corporate Compliance Analyst
Industry Banking
Experience
State Street   June 2012 - Present
Boston Red Sox  April 2011 - Present
John Hancock Financial Services  April 2011 - June 2012

Skills
Bloomberg, Financial Services, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Financial Analysis, Asset Management, Financial Modeling, Analysis, Accounting, Finance, Financial Markets, World-Check, LexisNexis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Risk, Outlook, Risk Management, Social Media

Education
Bentley University   2006 — 2010
Bachelor's degree, Finance

Pamela (Smith) DeYeso, CISA Pamela (Smith) DeYeso, CISA Mansfield, Massachusetts Details
Pamela (Smith) DeYeso, CISA's State Street Experience March 2015 - Present
Job AVP, Accounting Specialist
Industry Financial Services
Experience
State Street   March 2015 - Present
John Hancock Financial Services  April 1990 - December 2013
Routhier Legal Personnel   June 1988 - April 1990

Skills
Auditing, CISA, Internal Audit, Project Management, Risk Assessment, Internal Controls, Sarbanes-Oxley Act, Model Audit Rule, Control Systems Design, Business Process..., Audit Reports, Issue Management, Issue Resolution, Process Consulting, Ad Hoc Reporting, Reporting & Analysis, Issue Follow up, External Audit, IT Audit, GAAP, Financial Services, Financial Analysis, Accounting

Education
Bentley University   1984 — 1988
Bachelor of Science (B.S.), Accountancy

Mollie Newton Mollie Newton Exeter, New Hampshire Details
Mollie Newton's State Street Experience May 2005 - December 2011
Job Principal Finance & Cost Analyst at Westinghouse
Industry Financial Services
Experience
Westinghouse Electric Company  November 2012 - Present
John Hancock Life Insurance Company (U.S.A.)   December 2011 - November 2012
State Street   May 2005 - December 2011

Skills
Bloomberg, Auditing, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling

Education
Suffolk University   2010 — 2014
Master's degree, Finance, General

Suffolk University   2006 — 2008
Master of Business Administration (MBA), Finance, General

Bentley University   2001 — 2005
Bachelor's degree, Finance, General

Matthew Cesaro Matthew Cesaro Boston, Massachusetts Details
Matthew Cesaro's State Street Experience June 2011 - Present
Job Officer, Auditor
Industry Financial Services
Experience
State Street   June 2011 - Present
Fidelity Investments  June 2010 - May 2011

Skills
IIA Standards, Control Environment, Audit Reports, Regulatory Audits, Risk Based Audits, Segregation of Duties, Self Assessment, Internal Controls, Microsoft Office, Lotus Notes, Oracle Applications

Education
Bentley University   2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting

Universitat Pompeu Fabra   2009 — 2010
International Business

Omair Pasha Omair Pasha Waltham, Massachusetts Details
Omair Pasha's State Street Experience January 2015 - Present
Job Corporate Banking Trainee at United Bank Limited
Industry Financial Services
Experience
United Bank Limited  July 2015 - Present
State Street   January 2015 - Present
Sapient  August 2014 - October 2014
Bentley University  September 2010 - May 2014
Preston Todd Advisors  September 2013 - December 2013
Social Policy & Development Centre   June 2013 - August 2013
Silkbank Limited (Pakistan)   June 2012 - August 2012

Skills
Financial Analysis, Financial Modeling, Business Economics, Economics, Finance, Corporate Finance, Forecasting, Investments, Financial Statements, Loans, Bloomberg, Equity Research, Valuation, Econometrics, Statistics, Data Analysis, Bloomberg Terminal, Access, Stata, Capital IQ

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Economics-Finance

Karachi American School   2006 — 2010
High School

Nick Edwards, CAIA Nick Edwards, CAIA Greater Boston Area Details
Nick Edwards, CAIA's State Street Experience November 2009 - December 2011
Job Analyst at NEPC
Industry Investment Management
Experience
NEPC  May 2014 - Present
NEPC  February 2013 - April 2014
NEPC  December 2011 - February 2013
State Street   November 2009 - December 2011
Venture Real Estate  November 2009 - September 2010

Skills
Investments, Hedge Funds, Alternative Investments, Bloomberg, Equities, Fixed Income

Education
Bentley University   2005 — 2009
Bachelors, Finance

Bentley University   2005 — 2009
Bachelor of Science (B.S.), Finance, General

Katelyn Laube Katelyn Laube Saddle Brook, New Jersey Details
Katelyn Laube's State Street Experience September 2015 - Present
Job AIS Fund Administrator, Associate 2 at State Street
Industry
Experience
State Street   September 2015 - Present
State Street   June 2014 - September 2015
Bentley University Athetics   September 2010 - May 2014
ProCamps Worldwide  January 2011 - May 2011

Skills
Microsoft Office, SAP, Access, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Finance, Time Management, Outlook, Financial Reporting

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Accounting

Saddle Brook High School   2006 — 2010

Matthew Stubblefield Matthew Stubblefield Greater Boston Area Details
Matthew Stubblefield's State Street Experience June 2012 - October 2013
Job Investment Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  October 2013 - Present
State Street   June 2012 - October 2013
EMC  May 2011 - August 2011

Skills
Bloomberg, Microsoft Excel, Fixed Income, Portfolio Management, Equities, Series 7, Social Media, Data Analysis, Morningstar, Finance, Mutual Funds, Financial Analysis, PowerPoint, Financial Modeling, Investments, Financial Services

Education
Bentley University   2008 — 2012
Bachelor of Science in Economics-Finance, Minor in Management

Dover-Sherborn Regional High School   2004 — 2008

Lawrence Perreira Lawrence Perreira Salem, Massachusetts Details
Lawrence Perreira's State Street Experience February 2014 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   February 2014 - Present
State Street   May 2011 - January 2014
State Street   April 2010 - May 2011
State Street   July 2007 - April 2010
Investors Bank & Trust  October 2006 - July 2007
Investors Bank & Trust  April 2005 - October 2006
Investors Bank & Trust  July 2004 - April 2005
Investors Bank & Trust  August 2003 - July 2004

Skills
Business Analysis, Process Improvement, Mutual Funds, Business Process..., Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Modeling, SDLC, Financial Services, Visio, Banking, Requirements Gathering, Finance, Access, Agile Methodologies

Education
Bentley University   2011 — 2014
Master of Business Administration (MBA), Management/IT

Bentley University   1999 — 2003
Bachelor's degree, Accounting Information Systems

Jennifer Schultz-Johnson PMP Jennifer Schultz-Johnson PMP Boston, Massachusetts Details
Jennifer Schultz-Johnson PMP's State Street Experience January 1992 - January 1993
Job VP Senior Project Manager
Industry Financial Services
Experience
Eaton Vance Management  May 2007 - Present
Fidelity Investments Systems Company  May 2005 - May 2007
Fidelity Investments  March 2001 - May 2005
Fidelity Investments  June 1997 - March 2001
Fidelity Investments  April 1996 - June 1997
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital   March 1994 - April 1996
Formally AdvantageHealth, HealthSouth, now known as Five Star New England Rehabilitation Hospital   January 1993 - March 1994
State Street   January 1992 - January 1993
CHAMPION EXPOSITION SERVICE, INC   May 1991 - January 1992

Skills
Microsoft Office suite..., Essbase reporting..., REVPORT Fee Billing..., BMC Remedy, HP Application Life..., Eagle PACE, SAP financials and..., Hyperion suite of..., Oracle financials and..., BRIO

Education
Boston University Corporate Education Group   2000 — 2000
Certificate in Project Management –PMBOK

Bentley University   1987 — 1991
Bachelor of Science, Economics and Finance

Woburn High School

Matt Sefton Matt Sefton Natick, Massachusetts Details
Matt Sefton's State Street Experience July 2014 - Present
Job Senior Associate within Corporate Audit at State Street
Industry
Experience
State Street   July 2014 - Present
State Street   June 2013 - August 2013
Silicon Valley Bank  June 2012 - August 2012

Education
Bentley University   2011 — 2014
B.S. in Economics-Finance, 3.83 - Summa Cum Laude

John Northrop John Northrop Boston, Massachusetts Details
John Northrop's State Street Experience May 2005 - May 2006
Job VP Director of Internal Audit Eaton Vance
Industry Financial Services
Experience
Old Mutual  June 2006 - September 2011
Old Mutual Asset Management  June 2006 - September 2011
State Street Bank & Trust/BFDS (TA)   May 2004 - June 2006
State Street   May 2005 - May 2006
Viad, Corp  April 2003 - May 2004
Viad Corp  2003 - 2004
Bank of America  May 2001 - May 2003
FleetBoston Financial  June 2001 - March 2003

Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence

Education
Bentley University   1997 — 2001
BS, Finance

BENTLEY COLLEGE
Bachelor of Science, Finance

Michael Rondinone Michael Rondinone Greater Boston Area Details
Michael Rondinone's State Street Experience June 2011 - August 2011
Job Assistant Portfolio Manager at Opus Investment Management
Industry Investment Management
Experience
Opus Investment Management  July 2014 - Present
Opus Investment Management (The Hanover Insurance Group)   June 2012 - June 2014
State Street   June 2011 - August 2011
Preston Todd Advisors  February 2011 - May 2011

Skills
FactSet, Bloomberg, Market Research, Critical Thinking, Fixed Income, Microsoft Excel, Excel, Intex Solutions, Writing Skills, Team Oriented, Portfolio Management

Education
Bentley University   2008 — 2012
BS, Economics-Finance

Wachusett Regional High School   2004 — 2008

Paul Smithwood Paul Smithwood Greater Boston Area Details
Paul Smithwood's State Street Experience February 2013 - July 2013
Job Banking Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital  July 2013 - Present
State Street   February 2013 - July 2013
State Street   November 2011 - February 2013
Financial Focus  June 2011 - September 2011
State Street   February 2011 - May 2011
University Academic Technology Center   February 2009 - May 2010

Skills
Investments, Financial Analysis, Banking, Treasury Management, Data Analysis, Financial Services, Microsoft Excel, Capital Markets

Education
Bentley University   2007 — 2011
Bachelor of Science, Economics-Finance

Bond University   2009 — 2009

Kira Gonzalez Kira Gonzalez Croton On Hudson, New York Details
Kira Gonzalez's State Street Experience June 2015 - Present
Job Associate at State Street
Industry Financial Services
Experience
State Street   June 2015 - Present
State Street   November 2014 - April 2015
BNY Mellon  June 2014 - August 2014
Pershing, a BNY Mellon company  June 2013 - July 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Management, Microsoft Word, Public Speaking, Social Media, Teamwork, Finance, Financial Reporting

Education
Bentley University   2011 — 2015
Bachelor's Degree, Corporate Finance and Accounting

The London School of Economics and Political Science (LSE)   2013 — 2013

Karalee Herbert Karalee Herbert Greater Boston Area Details
Karalee Herbert's State Street Experience September 2010 - Present
Job VP, Talent Management Consultant at State Street
Industry Financial Services
Experience
State Street   September 2010 - Present
State Street   May 1996 - September 2010

Skills
Succession Planning

Education
Bentley University

Emmanuel College
BS, Business Management

Joe Dolan Joe Dolan Greater Boston Area Details
Joe Dolan's State Street Experience August 2011 - July 2013
Job Revenue Manager at Sovos Compliance
Industry Accounting
Experience
Sovos Compliance  July 2013 - Present
State Street   August 2011 - July 2013
State Street   January 2008 - August 2011
State Street   July 2006 - January 2008
State Street   June 2005 - July 2006
Mercer  August 2004 - June 2005

Skills
Microsoft Office, Bloomberg, Financial Services, Mutual Funds, 401k, Process Improvement, Revenue Recognition, Revenue Analysis, Revenue Cycle, Salesforce.com, Intacct, OpenAir, CRM, Accounting, Accounts Receivable, Billing Process, Journal Entries, Monthly Closing, Period End Closing, Customer Service, Manage Client..., Operations Management, Process Management, Lean Management, Lean Transformation, Employee Training, Account Reconciliation, Fund Accounting, Securities, Derivatives, Financial Reporting, Finance, Global Custody, Cash Management, Asset Management, Investments, Financial Analysis, Data Analysis, Corporate Finance, Fund Administration, Business Process...

Education
Bentley University   2003 — 2007
MBA, Finance

Merrimack College   1999 — 2003
B.S., Business Administration

Michael Coletti Michael Coletti Greater Boston Area Details
Michael Coletti's State Street Experience January 2005 - September 2005
Job Director, Derivative Operations at Manulife
Industry Financial Services
Experience
Manulife  February 2015 - Present
Manulife Financial  October 2011 - February 2015
John Hancock Financial Services  September 2006 - October 2011
BISYS  September 2005 - September 2006
State Street   January 2005 - September 2005

Skills
Derivatives, Analysis, Dodd-Frank, Settlement, Investments, Collateral Management, Financial Modeling, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Trading, Financial Risk, Trading Systems, FX Options, Financial Markets, Middle Office, Securities, Series 7, Market Risk, Corporate Actions, Hedging, Financial Services, Bonds, Mutual Funds, Options, Risk Management

Education
Bentley University   2002 — 2004
Bachelor's, Finance

Ka Yan Ng Ka Yan Ng Greater Boston Area Details
Ka Yan Ng's State Street Experience 1998 - 2000
Job Vice President at State Street
Industry Financial Services
Experience
State Street Bank  2007 - Present
Investors Bank & Trust  2001 - 2007
State Street   1998 - 2000
state Street   1994 - 1998

Skills
Fixed Income, Financial Analysis, Mutual Funds, Financial Services, Banking, Bonds, Fund Accounting, Bloomberg, Process Improvement, Business Requirements, Financial Modeling, Management, Vendor Management, Business Analysis, Risk Management, Asset Management, Portfolio Management, Fund Administration, Investments, Securities, Finance, Equities, Hedge Funds, Global Custody, Derivatives, Alternative Investments

Education
Bentley University   1998 — 2000
MBA

Boston College   1990 — 1994
Accounting

Marc Couture Marc Couture Greater Boston Area Details
Marc Couture's State Street Experience 1998 - 2004
Job VP Hedge Fund Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
J.P. Morgan   October 2011 - July 2014
GlobeOp Financial Services  June 2004 - October 2011
Citigroup  2006 - 2007
State Street   1998 - 2004

Skills
Alternative Investments, Hedge Funds, Mutual Funds

Education
Bentley University   1994 — 1998
BS Finance

North Yarmouth Academy   1992 — 1995

Leng Parenteau Leng Parenteau Greater Boston Area Details
Leng Parenteau's State Street Experience March 2011 - June 2013
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank  July 2013 - Present
State Street   March 2011 - June 2013
State Street Bank  December 2007 - February 2011
Investors Bank & Trust  June 2005 - November 2007
Investors Bank & Trust  December 2004 - May 2005
Investors Bank & Trust  August 2003 - November 2004
Citizens Bank  April 2003 - August 2003

Skills
Fund Accounting, Mutual Funds, Financial Services, Fixed Income, Fund Administration, Securities, Equities, Bond Funds, Derivatives, Fund Of Funds, Asset Managment, Alternative Assets, Private Equity, Valuation, Financial Statement..., Pricing Analysis, Corporate Actions, Bloomberg

Education
Bentley University   1999 — 2003
Accounting

Joseph Molis Joseph Molis Greater Boston Area Details
Joseph Molis's State Street Experience 2004 - 2004
Job Accounting Director at John Hancock
Industry Financial Services
Experience
John Hancock  2007 - Present
Investors Bank & Trust  2005 - 2007
State Street   2004 - 2004

Skills
Financial Analysis, Financial Reporting, Banking, Risk Management, Fixed Income, Finance, Investments, Corporate Finance, Financial Services

Education
Boston University   2002 — 2004
MSA, Financial Economics

Bentley University   1997 — 2002
BA, Finance

KellyAnn Brevde KellyAnn Brevde Greater Boston Area Details
KellyAnn Brevde's State Street Experience 2005 - 2007
Job Senior Performance & Analytics Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2007 - Present
State Street   2005 - 2007

Skills
Equities, Mutual Funds, Bloomberg

Education
Bentley University   1995 — 1999

Joseph salcido Joseph salcido Orange County, California Area Details
Joseph salcido's State Street Experience July 1999 - March 2002
Job Production Manager at Montebello Container Corporation
Industry Packaging and Containers
Experience
Montebello Container Corporation   March 2002 - Present
State Street   July 1999 - March 2002

Education
Bentley University   1995 — 1999
Bachelor of Science (BS), Finance, General

Jessica Frattura Jessica Frattura Greater Boston Area Details
Jessica Frattura's State Street Experience October 2001 - October 2002
Job Vice President, High Yield Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  October 2004 - Present
Pioneer Investments  October 2003 - October 2004
Pioneer Investments  October 2002 - October 2003
State Street   October 2001 - October 2002

Skills
Securities, Credit, High Yield, Bloomberg, Fixed Income, Mutual Funds, Bonds, Equities, Derivatives, Asset Managment

Education
Bentley University   2003 — 2007
MBA, International Business & Finance

Providence College   1997 — 2001
B.S., Health Policy & Management

St. Peter-Marian Jr. Sr. High School   1994 — 1997
H.S. Diploma

Lisa Paige Lisa Paige Greater Boston Area Details
Lisa Paige's State Street Experience February 1996 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   February 1996 - Present
The Boston Company  July 1990 - January 1996

Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Equities, Fixed Income, Corporate Actions, Alternative Investments, Hedge Funds, Financial Services, Derivatives, Asset Management, Investments, Portfolio Management, Investment Management

Education
Bentley University   1986 — 1990
Bachelor, Finance

Danbury High School

Karen Utter Karen Utter Greater Boston Area Details
Karen Utter's State Street Experience July 2007 - October 2008
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2011 - Present
Innovation Group  February 2009 - October 2011
State Street   July 2007 - October 2008
State Street Bank  2007 - 2008
Investors Bank & Trust  November 2003 - July 2007
Mellon/The Boston Company   1993 - 1995

Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement

Education
Bentley University   1987 — 1991
Bachelor's Science, Management

Martha Whitman Martha Whitman Greater Boston Area Details
Martha Whitman's State Street Experience 2013 - Present
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street   2013 - Present
State Street   2006 - 2013

Education
Bentley University

Jennifer Male Jennifer Male Greater Boston Area Details
Jennifer Male's State Street Experience
Job Accounting/Control Professional
Industry Financial Services
Experience
State Street  

Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Corporate Actions, Fixed Income, Securities, Global Custody, Fund Of Funds, ETFs, Securities Lending, Asset Management, Financial Services, Fund Administration, Financial Analysis, Middle Office, Swaps, Derivatives, Hedge Funds, Settlement

Education
Bentley University   1996 — 2000

Kate Pettersen Kate Pettersen Tampa, Florida Details
Kate Pettersen's State Street Experience 2002 - 2005
Job Controller at Clinique of Plastic Surgery
Industry Medical Practice
Experience
Clinique of Plastic Surgery   January 2015 - Present
Third Lake Capital, LLC   August 2013 - August 2014
Vinik Asset Management, LLP  January 2013 - July 2013
Centaur Performance Group   April 2009 - September 2012
Smith Breeden Associates  April 2008 - January 2009
Argent Funds Group  June 2005 - April 2008
State Street   2002 - 2005
State Street   2000 - 2002

Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Derivatives, Financial Analysis, Fund Accounting, Investments, Equities, Mutual Funds, Equity Research, Financial Reporting, Fund Of Funds, Bloomberg Terminal, Securities, Corporate Finance, Capital Markets, Options, Hedging, Valuation, Bonds

Education
Bentley University   1996 — 2000
BS, Finance

College of International Studies   1998 — 1998
Bentley Business Abroad

Kimball Union Academy   1992 — 1996

Mark Follett Mark Follett Nashua, New Hampshire Details
Mark Follett's State Street Experience September 1988 - August 1991
Job Fund Accounting Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2003 - Present
Fidelity Investments  December 1997 - December 2003
Fidelity Investments  October 1996 - November 1997
Sun Life Financial  May 1996 - October 1996
Investors Bank & Trust  November 1991 - May 1996
State Street   September 1988 - August 1991

Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income

Education
Northeastern University - Graduate School of Business Administration   2005 — 2009
Master of Business Administration and Masters of Science in Finance

Bentley University   1999 — 2000
Finance

University of Massachusetts, Amherst   1986 — 1988
Bachelor of Arts, Economics

Community College of Rhode Island   1984 — 1985
Associate of Science in Business Administration, General Business

Jose Naveo Jose Naveo Greater Boston Area Details
Jose Naveo's State Street Experience October 2006 - Present
Job Fund Administrator Associate 2 at State Street
Industry Financial Services
Experience
State Street   October 2006 - Present
State Street   January 2008 - October 2011
State Street   March 2004 - September 2006
Mortgage Network  February 2003 - October 2003
Wire One Technologies  January 2002 - December 2002

Skills
Microsoft Office, Fixed Income, Microsoft Word, Financial Reporting, Investments, Accounting, Bloomberg, Data Analysis, Outlook, Financial Analysis, Microsoft Excel, Business Analysis, Analysis, Mutual Funds, PowerPoint, Account Reconciliation, Banking, Equities, Finance, Fund Accounting

Education
Bentley University   1997 — 2001
Bachelor's degree, Accounting

Lawrence High School   1993 — 1997
Diploma, Liberal Arts and Sciences/Liberal Studies, 12

Mollie O'Keefe Mollie O'Keefe Greater Boston Area Details
Mollie O'Keefe's State Street Experience January 2011 - Present
Job Financial Control Analyst at State Street
Industry Financial Services
Experience
State Street   January 2011 - Present
State Street   May 2005 - December 2010

Education
Suffolk University   2011 — 2013
MS, Finance

Suffolk University   2006 — 2008
MBA, Finance

Bentley College   2001 — 2005
BS, Finance - Economics

Kelly Montminy Kelly Montminy Greater Boston Area Details
Kelly Montminy's State Street Experience 1997 - 2005
Job Vice President, Tax Director RIC Taxation at JP Morgan
Industry Financial Services
Experience
JP Morgan  September 2007 - Present
JP Morgan Chase  2007 - 2010
Natixis Global Associates  2005 - 2007
State Street   1997 - 2005
First Data Corporation  1995 - 1997

Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax

Education
Bentley University   1985 — 1989
Bachelors of Science, Accounting

Marisol Tabares Marisol Tabares Greater Boston Area Details
Marisol Tabares's State Street Experience December 2006 - April 2008
Job Senior Financial Analyst at Harvard University
Industry Nonprofit Organization Management
Experience
Harvard University  May 2008 - Present
State Street   December 2006 - April 2008

Education
Bentley University   2008 — 2012
Master of Business Administration (M.B.A.)

Northeastern University   2002 — 2006
Bachelor’s Degree, Accounting and Finance

Lowander Lulu Lee Lowander Lulu Lee Greater New York City Area Details
Lowander Lulu Lee's State Street Experience July 2003 - April 2005
Job Merchandising Director at OSP Group
Industry Apparel & Fashion
Experience
FULLBEAUTY Brands  March 2015 - Present
Fullbeauty Brands (formerly OSP Group)   April 2013 - Present
Redcats USA  December 2010 - March 2013
Boston Apparel Group  October 2007 - October 2010
Redcats USA  July 2006 - October 2007
Redcats USA  October 2005 - July 2006
Redcats USA  April 2005 - October 2005
State Street   July 2003 - April 2005

Skills
Fashion, Merchandising, Catalogs, Management, Analytics, E-commerce, Omniture, Multi-channel Marketing, Email Marketing, Direct Marketing, Apparel, Global Sourcing, Trend Analysis, Web Analytics

Education
Massachusetts College of Art   2003 — 2006
Fashion Design, Continuing Education Program

Bentley University   1999 — 2003
Management, Marketing

Jocelyn Panzer Jocelyn Panzer Greater Boston Area Details
Jocelyn Panzer's State Street Experience February 2010 - December 2012
Job IT and Financial Services Professional
Industry Financial Services
Experience
State Street   February 2010 - December 2012
SunGard  January 2004 - October 2008
State Street Bank  1997 - 2003
BankBoston (formerly BayBank)   1989 - 1997
Shawmut Bank  1986 - 1989
Bank of New England  1984 - 1986

Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds

Education
Bentley University
BS, Economics/Finance

Kenneth D Freda Jr. Kenneth D Freda Jr. Greater Boston Area Details
Kenneth D Freda Jr.'s State Street Experience July 2009 - April 2012
Job In Transition at Current Time
Industry Financial Services
Experience
State Street   July 2009 - April 2012
State Street   February 2006 - June 2009
State Street   November 2001 - February 2006
FleetBoston  June 1995 - October 2001

Skills
Financial Analysis, MS Access, MS Excel Pivot Tables, VBA for Applications, Financial Reporting, Financial Modeling, Microsoft Excel, PowerPoint, Foreign Exchange

Education
Worcester Polytechnic Institute
Client Server Development Program

Northeastern University   1998 — 2000
Masters of Science in Taxation

Bentley College
Certificate in Finance

Boston College - Carroll School of Management   1991 — 1995
Bachelor of Science (B.S.), Accounting

Monica Hyett Monica Hyett Greater Boston Area Details
Monica Hyett's State Street Experience August 2013 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   August 2013 - Present
State Street   September 2014 - October 2015
State Street   September 2013 - October 2015
State Street Global Advisors  March 2010 - April 2012
State Street   May 2008 - March 2010
Jefferies & Company  May 2007 - May 2008
Morgan Stanley  May 2007 - August 2007

Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3

Education
Bentley University   2004 — 2008
B.S., Finance

The London School of Economics and Political Science (LSE)   2005 — 2005
Economics

Mary-Beth (Luckas) Mulligan Mary-Beth (Luckas) Mulligan Greater Boston Area Details
Mary-Beth (Luckas) Mulligan's State Street Experience May 2015 - Present
Job Vice President at State Street Business Controls Advisory Group
Industry Financial Services
Experience
State Street   May 2015 - Present
State Street Bank  February 2009 - May 2015
State Street   2005 - 2009
State Street   2002 - 2005
State Street   1999 - 2002
State Street   1997 - 1999
State Street   1996 - 1997
State Street   1994 - 1995

Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Lean Transformation, Lean Thinking, Lean Management, Process Consulting, Fund Accounting, Securities, Analysis, Program Management, Financial Risk, Management, Global Custody, Bloomberg, Financial Services, Fund Administration, Middle Office, Derivatives, Asset Management, Corporate Actions, Hedge Funds, Accounting, Alternative Investments, Back Office, Investment Management, Relationship Management, Capital Markets, Risk Management, Bloomberg Terminal, Fund Of Funds, Valuation, Financial Markets, Finance, Client Services, Operational Risk..., Banking, Auditing, Trading Systems, Credit Risk, Due Diligence

Education
Bentley University   1995 — 1998
MBA, Finance

Le Moyne College   1990 — 1994
BA, French, Math, Business

Larry Bartlett Larry Bartlett Greater Boston Area Details
Larry Bartlett's State Street Experience November 1983 - January 1985
Job Business Analyst at Mercer Management Consulting
Industry Financial Services
Experience
Mercer Management Consulting  November 2010 - Present
Mercer  2010 - 2013
ING  February 2007 - January 2009
Merrill Lynch  August 2006 - February 2007
AMVESCAP  February 2003 - October 2006
Fleet Bank  June 1998 - February 2003
DREYFUS RETIREMENT SERVICES  January 1995 - January 1998
State Street Bank  January 1988 - January 1995
State Street Bank  January 1985 - January 1988
State Street   November 1983 - January 1985

Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process

Education
Bentley University   1975 — 1980
Accounting, Finance

Massasoit College   1972 — 1974
Associate, Accounting, Finance

ManChong Cheong ManChong Cheong Greater Boston Area Details
ManChong Cheong's State Street Experience August 2013 - Present
Job Senior Manager in Fund Accountant
Industry Financial Services
Experience
State Street   August 2013 - Present
State Street   March 2015 - April 2015
State Street   May 2013 - August 2013
State Street   September 2012 - May 2013
State Street   June 2011 - September 2012

Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Financial Statements, General Ledger, Microsoft Office, Account Reconciliation, Mutual Funds, Fund Accounting, Emerging Markets

Education
Bentley University   2010 — 2011
Master of Science (M.S.), Taxation

Bentley University   2006 — 2010
Bachelor of Science (B.S.), Accounting

John Aharonian John Aharonian Greater Boston Area Details
John Aharonian's State Street Experience 1982 - 2004
Job Director of Trust and Tax Operations at Hemenway & Barnes
Industry Law Practice
Experience
Hemenway & Barnes  September 2008 - Present
State Street Bank  June 1982 - August 2004
State Street   1982 - 2004

Skills
Hedge Funds, Securities, Equities, Mutual Funds, Alternative Investments, Wealth Management, Investments, Estate Planning, Fixed Income, Investment Management, Financial Services, Asset Management, Asset Allocation, Bloomberg

Education
Bentley University   1987 — 1991
Master, Finance

Bentley University   1978 — 1982
Bachelor, Accounting

Winn Brook

Jim McKennedy Jim McKennedy Boston, Massachusetts Details
Jim McKennedy's State Street Experience August 2010 - February 2011
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority  October 2011 - Present
JP Morgan Chase  2011 - October 2011
State Street   August 2010 - February 2011
State Street Corporation  May 2008 - August 2009

Skills
Bloomberg, Financial Accounting, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Equities, Investments, Analysis

Education
Bentley University   2006 — 2010
Bachelor of Science, Finance

University of Nantes   2007 — 2007

Lowell High School   2002 — 2006

Michael Torra Michael Torra Greater Boston Area Details
Michael Torra's State Street Experience June 2006 - August 2008
Job Real Estate Sales Associate
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage  June 2015 - Present
Self-Employed  January 2012 - January 2015
Meridian Investments  August 2010 - August 2011
State Street Bank  August 2008 - July 2010
State Street   June 2006 - August 2008
Progress Software  June 2005 - June 2006
Tanager Financial Services  August 2002 - June 2005

Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management

Education
Bentley University   2002 — 2005
Bachelor's Degree, Accounting

Marcelo Vedovatto, CFA Marcelo Vedovatto, CFA Greater Boston Area Details
Marcelo Vedovatto, CFA's State Street Experience July 2004 - April 2006
Job Vice President at SCS Financial
Industry Financial Services
Experience
SCS Financial  September 2007 - Present
John Hancock Advisers, LLC   April 2006 - September 2007
State Street   July 2004 - April 2006

Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Mutual Funds, Valuation, Portfolio Management, Finance

Education
Bentley University   2000 — 2004
Finance

Paul D'Antilio Paul D'Antilio Mountain View, California Details
Paul D'Antilio's State Street Experience 1987 - 1994
Job Managing Partner at New Model Ventures
Industry Computer Software
Experience
New Model Ventures   January 2014 - Present
Group Tie   September 2012 - April 2014
Startup Weekend  May 2012 - September 2012
SproutBox  2010 - 2011
Future Point Systems   2006 - 2010
TVC Systems   1995 - 2005
State Street   1987 - 1994
John Hancock Financial Services  January 1982 - December 1986

Skills
Enterprise Software, Investments, Negotiation, Sales, Mergers & Acquisitions, Software Engineering, Analysis, Finance, New Business Development, Security, Restructuring, Start-ups, Strategic Planning

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

Michael J. Meehan, CPA, CFP(r) Michael J. Meehan, CPA, CFP(r) Greater Boston Area Details
Michael J. Meehan, CPA, CFP(r)'s State Street Experience July 1996 - May 2000
Job Senior Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2000 - Present
State Street   July 1996 - May 2000
Grant Thornton LLP  September 1992 - June 1996

Skills
Asset Allocation, High Net Worth..., Investments, Wealth Management, Asset Managment, Financial Analysis, Fixed Income, Estate Planning, Mutual Funds, Equities, Investment Management, Portfolio Management, Tax Advisory

Education
Bentley University   1998 — 2000
MS, Personal Financial Planning

Bentley University   1988 — 1992
BS, Accounting

Nathan Gobeil Nathan Gobeil Portland, Maine Area Details
Nathan Gobeil's State Street Experience January 2000 - May 2002
Job VP Director of OperationsGobeil's Furniture Galleries
Industry Furniture
Experience
Chilton Furniture   September 2011 - Present
Gobeil's Furniture Galleries   January 2001 - August 2011
State Street   January 2000 - May 2002

Skills
Purchasing, Sales Management, Strategic Planning, Customer Relations, Marketing Strategy, Team Building, Customer Service, Budgeting, Excel, Word, Retail, Advertising, Customer Satisfaction, Operations Management

Education
Bentley University   1992 — 1996
BS, Finance

Vesalius University - Brussels, Belgium   1995 — 1995
Finance

Joyce McCabe Joyce McCabe Greater Boston Area Details
Joyce McCabe's State Street Experience 1996 - 1999
Job Marketing Consultant at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co.   January 2015 - Present
E2W Limited   May 2013 - July 2014
BNY ConvergEx  1999 - 2011
BISYS Fund Services  1999 - 2005
State Street   1996 - 1999
Digitas  1994 - 1996

Skills
Wealth Management, Business Strategy, Strategic Financial..., Leadership, Financial Risk, Due Diligence, Equity Research, VBA, Client Services, Strategic Partnerships, P&L Management, Corporate Actions, Bonds, Negotiation, Credit Derivatives, Creative Strategy, Direct Sales, Contract Negotiation, Enterprise Software, Cloud Computing

Education
Bentley University
Master of Business Administration (MBA), Marketing

The University of Connecticut School of Business
Bachelor's degree, Accounting and Finance

Lucus Huang Lucus Huang Greater Boston Area Details
Lucus Huang's State Street Experience June 2001 - September 2003
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2009 - Present
Mellon Financial  2005 - 2009
State Street   June 2001 - September 2003

Skills
Forecasting, Analysis, Access, Budgets, SQL, Sarbanes-Oxley Act, Business Objects, Business Analysis, Project Management, Auditing, Internal Controls, SAS, Strategic Planning, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Mergers & Acquisitions, Finance, Financial Planning, Valuation, Financial Services, Strategy, Accounting, Corporate Finance

Education
Boston College - Carroll School of Management
MBA

Bentley University   2001 — 2004
Bachelor of Science, Economics and Finance

Boston Latin School

Kara Hoang Kara Hoang North Weymouth, Massachusetts Details
Kara Hoang's State Street Experience May 2000 - Present
Job QA Analyst at State Street
Industry Financial Services
Experience
State Street   May 2000 - Present
Atlantic Data Services Inc.   June 1998 - April 2000

Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, Software Quality..., Regression Testing, Business Analysis, Business Requirements, Requirements Gathering, Derivatives, Quality Assurance, Test Management

Education
Bentley College   1991 — 1995
Bachelor of Science, Finance

Joseph D. Silva Joseph D. Silva Greater Boston Area Details
Joseph D. Silva's State Street Experience January 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   January 2015 - Present
IAABO Member   November 2009 - Present
State Street   April 2012 - December 2014
State Street   July 2008 - April 2012
State Street   April 2003 - June 2008
State Street   August 2000 - April 2003
State Street   February 1998 - August 2000
State Street   May 1996 - February 1998
Bank of America (formally BayBanks, Inc.)   May 1995 - May 1996

Skills
Fixed Income, Mutual Funds, Bloomberg, Hedge Funds, Equities, Global Custody, Securities, Financial Services, Relationship Management, Management, Fund Administration, Back Office, Asset Management, Fund Accounting, Alternative Investments, Investments, Corporate Actions, Middle Office, Risk Management, Portfolio Management, Derivatives

Education
Bentley College
Master of Business Administration (MBA), Management

University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History & Economics

Kara Hoang Kara Hoang Quincy, Massachusetts Details
Kara Hoang's State Street Experience May 2000 - Present
Job Officer QA Test Analyst at State Street
Industry Financial Services
Experience
State Street   May 2000 - Present

Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, System Testing, SDLC, Software Quality..., Test Management, Test Cases, QTP, Waterfall, Test Strategy

Education
Bentley University   1991 — 1995
Bachelor of Science, Finance

Lata Bhatia Lata Bhatia Acton, Massachusetts Details
Lata Bhatia's State Street Experience April 2013 - July 2013
Job Project Accountant
Industry Financial Services
Experience
Kleinfelder  November 2014 - Present
Kleinfelder  April 2014 - October 2014
Charles River Laboratories  March 2014 - April 2014
Commonwealth Financial Network  August 2013 - November 2013
State Street   April 2013 - July 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Accounting, Finance, Financial Statements, Spreadsheets, Data Entry, Outlook, Microsoft Office, Deltek, Electronic Invoicing

Education
Bentley University   2010 — 2012
Bachelor of Science (B.S.), Accounting

Nowrosjee Wadia College
Bachelor of Science (B.Sc.), Zoology

Patricia Kenworthy Patricia Kenworthy Melrose, Massachusetts Details
Patricia Kenworthy's State Street Experience June 2012 - October 2014
Job Independent Contractor Mutual Fund Tax
Industry Financial Services
Experience
Independent Contractor  October 2014 - Present
State Street   June 2012 - October 2014
Mutual Fund Tax Independent Contractor   August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.)   October 2006 - August 2010
Fidelity Investments  February 2006 - October 2006
Investors Bank & Trust  May 1997 - February 2006

Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments

Education
Bentley University
Bachelor's degree, Accounting

Jordan Cobb Jordan Cobb Biddeford, Maine Details
Jordan Cobb's State Street Experience June 2014 - Present
Job Finance Intern at State Street
Industry Financial Services
Experience
State Street   June 2014 - Present
Ameriprise Financial Services, Inc.   January 2014 - May 2014
Lucas on 9   June 2010 - September 2013

Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Statistical Data..., Finance, Investments, Financial Modeling, Data Analysis, Time Management, Access, Analysis, Outlook, Research, Public Speaking

Education
Bentley University   2011 — 2015
Canidate for B.S., Economics-Finance

Lawrence Academy   2008 — 2011

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