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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State Street Employees

Employee
Years
Job
Industry
Elizabeth Coffey Elizabeth Coffey Boston, Massachusetts Details
Elizabeth Coffey's State Street Experience June 2000 - December 2004
Job Project Lead at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  August 2011 - Present
Brown Brothers Harriman  2005 - August 2011
State Street   June 2000 - December 2004

Skills
Process Improvement, Analysis, Customer Service

Education
University of Scranton   1996 — 2000
Bachelor of Arts (B.A.), International Language / Business

Keri Tippett Lavergne Keri Tippett Lavergne San Francisco Bay Area Details
Keri Tippett Lavergne's State Street Experience 2007 - 2007
Job Vice President at Four Springs Capital LLC
Industry Financial Services
Experience
Four Springs Capital LLC  2012 - Present
Jesup & Lamont  April 2008 - September 2008
Crescendo Consulting   May 2007 - April 2008
State Street   2007 - 2007
Openwave Systems Inc.  December 2004 - August 2005
RBC Capital Markets  June 1999 - December 2004
Raymond James & Associates Inc.   1997 - 1999

Skills
Equities, Securities, Series 7, Portfolio Management, Investments, Asset Managment, Trading Systems, Business Analysis, Financial Analysis, Electronic Trading, Fixed Income, Risk Management, Business Development, Derivatives, Financial Markets, Capital Markets, Trading, Relationship Management, Mutual Funds, Mergers

Education
University of South Florida   1997 — 1999
MBA, Finance & Marketing

Hugh Everett Hugh Everett Louisville, Kentucky Details
Hugh Everett's State Street Experience February 2000 - December 2000
Job Production Control Manager at NHK Spring Precision of America
Industry Automotive
Experience
Parker Hannifin  May 2013 - May 2013
Perkins School for the Blind  February 2012 - July 2012
Perkins School for the Blind / Perkins Products   February 2010 - February 2012
Outdoor Research  October 2004 - September 2009
Outdoor Research  February 2004 - October 2004
State Street   February 2000 - December 2000
Jigen International, Ltd. (Nikko Chemicals Group)   September 1999 - February 2000
Yamamoto Gakuen High School   March 1997 - March 1998
Alpine Guides, Mount Cook, Ltd   October 1994 - April 1996
Yonezawa City Board of Education   July 1991 - July 1994

Skills
Strategic Planning, Japanese, International Trade, Leadership, Program Management, Team Building, Production Planning, Product Costing, Purchasing, Budgets, Supply Chain, Lean Management, Manufacturing, Operations Management, Management, Product Development, Forecasting, Project Management, Analysis, Public Speaking, Time Management, Cross-functional Team..., Process Improvement, Negotiation, Strategy

Education
Demand Point, Inc., Denver, CO   2011 — 2011
Accelerating Lean Through Demand Flow Technology

University of South Carolina - The Moore School of Business   1998 — 2001
International MBA

Waseda University   1999 — 2000
Certificate, Japanese Language

Western Washington University   1985 — 1991
Bachelor of Arts, Business Administration

Andrew McCarron Andrew McCarron Greater Boston Area Details
Andrew McCarron's State Street Experience August 2013 - August 2014
Job Senior Financial Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  July 2015 - Present
Cambridge Associates  August 2014 - July 2015
State Street   August 2013 - August 2014
State Street   August 2011 - August 2013
State Street Global Advisors  June 2009 - August 2009
State Street Global Advisors  June 2007 - August 2007

Skills
Financial Analysis, Investments, Analysis, Finance, Financial Reporting, Bloomberg, Capital Markets, Economics, Valuation Modeling, Financial Accounting

Education
University of Richmond - Robins School of Business   2007 — 2011
BSBA, Finance and Economics

Matthew Chamberlain Matthew Chamberlain Shrewsbury, Massachusetts Details
Matthew Chamberlain's State Street Experience November 2005 - March 2009
Job Customer Service Operations Supervisor at DentaQuest
Industry Information Technology and Services
Experience
DentaQuest  July 2012 - Present
Fallon Community Health Plan  August 2011 - June 2012
Compu-Call Inc.   April 2009 - July 2011
State Street   November 2005 - March 2009
Hanover and Allmerica Financial   June 1999 - 2005
Harvard Pilgrim Health Care  October 1995 - June 1999

Skills
Process Improvement, Program Management, Project Management, Leadership, CRM, Management, Enterprise Software, Sales, Requirements Analysis, Vendor Management, Customer Satisfaction, Requirements Gathering, IT Service Management, Call Centers, Security

Education
University of Rochester   1991 — 1995
BS, Engineering

Jessica Poliquin Jessica Poliquin Greater Boston Area Details
Jessica Poliquin's State Street Experience June 2004 - July 2005
Job Senior Analyst, Product Research at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  December 2013 - Present
Workers' Comp Rating and Inspection Bureau of MA   January 2006 - December 2013
Nation One Mortgage Corp.   2005 - 2006
State Street   June 2004 - July 2005

Skills
Credit, Valuation, Insurance, SAS/SQL, Excel, SAS, Statistics, Risk Management, Claim, Financial Risk, Underwriting, Actuarial Science, Portfolio Management

Education
University of Rochester   2000 — 2004
Bachelor of Science (BS), Mathematics

David Isman, CFA David Isman, CFA Greater Boston Area Details
David Isman, CFA's State Street Experience June 2008 - March 2011
Job Director of Consumer Acquisition at insuranceQuotes
Industry Internet
Experience
insuranceQuotes  March 2011 - Present
State Street   June 2008 - March 2011
Datalink Communications  August 2007 - June 2008

Skills
PPC, SEM, Online Advertising, Online Marketing, Lead Generation, Web Analytics, Analytics, Google Adwords, Google Analytics, Digital Marketing, Keyword Research, Landing Page..., Mobile Advertising, Conversion Optimization, Digital Strategy, Search Advertising, Yahoo Search Marketing, MSN AdCenter

Education
University of Rochester   2003 — 2007
Bachelor's degree, Economics and Mathematics

John Bright, CFA John Bright, CFA Tampa/St. Petersburg, Florida Area Details
John Bright, CFA's State Street Experience 2002 - 2009
Job Senior Portfolio Manager Disciplined Equities at Great Lakes Advisors
Industry Financial Services
Experience
Great Lakes Advisors  October 2013 - Present
Advanced Investment Partners, LLC   January 2002 - Present
State Street   2002 - 2009
Raymond James  1998 - 2002

Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investments, Mutual Funds

Education
University of South Florida   1997 — 2001
BA, Finance

Alex Stolicny Alex Stolicny Greater Boston Area Details
Alex Stolicny's State Street Experience October 2014 - Present
Job Summer Financial Analyst at Alvarez & Marsal
Industry Accounting
Experience
Alpha Sigma Phi Fraternity  November 2014 - Present
State Street   October 2014 - Present
Alvarez & Marsal  June 2015 - August 2015
Sole Proprietor  July 2011 - August 2014

Skills
Microsoft Office, Microsoft Excel, Accounting, Teamwork, Time Management, Financial Analysis

Education
University of Massachusetts, Amherst   2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, Senior

University of South Carolina-Columbia   2012 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Freshman

Saint John's High School   2008 — 2012

Ed Marcinek Ed Marcinek Greater Boston Area Details
Ed Marcinek's State Street Experience 2014 - Present
Job Operations Trading Specialist Sr. Associate
Industry Financial Services
Experience
State Street   2014 - Present
Wolters Kluwer  August 2014 - September 2014
BNY Mellon  September 2011 - August 2014
Bank of New York Mellon  September 2008 - September 2011
Merrill Lynch  February 2006 - October 2008
Pershing  August 2005 - February 2006
Pershing  August 2000 - August 2005

Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities

Education
University of Scranton   1996 — 2000
Bachelor of Science (B.S.), Business Management

Janette San Luis Janette San Luis San Francisco Bay Area Details
Janette San Luis's State Street Experience October 2006 - December 2008
Job Operations specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2014 - Present
Franklin Templeton Investments  November 2013 - February 2014
Bank of America Merrill Lynch  September 2012 - August 2013
Experience Unlimited  2011 - September 2012
Savitr Capital   July 2011 - September 2011
State Street   October 2006 - December 2008
Great Florida Bank  2006 - 2006
Bridgebay Financial   November 2003 - February 2005
Sun Microsystems  June 2000 - October 2003
Contra Costa County  June 1992 - June 2000

Skills
Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, Accounting, Management

Education
University of San Francisco   1996 — 1998
Bachelor of Science, Public Administration

James Blair James Blair Greater Philadelphia Area Details
James Blair's State Street Experience 2011 - 2013
Job Accounting / Operations / Finance Professional
Industry Accounting
Experience
BNY Mellon  January 2014 - Present
State Street   2011 - 2013
BlackRock  2006 - 2010
Merrill Lynch  2001 - 2006
Merrill Lynch  1989 - 2000
Merrill Lynch  June 1987 - 1989

Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance

Education
University of Scranton
Bachelor of Science, Accounting

Jing (Jane) Huang Jing (Jane) Huang New York, New York Details
Jing (Jane) Huang's State Street Experience May 2012 - August 2012
Job PhD, Senior Consultant at EY
Industry Financial Services
Experience
EY  July 2014 - Present
JPMorgan Chase  March 2013 - July 2014
State Street   May 2012 - August 2012
The University of South Carolina  August 2007 - May 2012

Skills
SAS, Econometrics, Quantitative Analytics, Credit Risk, Financial Modeling, Finance, Matlab, Corporate Finance, Equities, Statistical Modeling, Equity Research, Bloomberg, Time Series Analysis, Monte Carlo Simulation

Education
University of South Carolina - Darla Moore School of Business   2007 — 2012
Doctor of Philosophy (Ph.D.), Finance

Florian Ghiurau Florian Ghiurau Greater Chicago Area Details
Florian Ghiurau's State Street Experience April 2011 - February 2012
Job Financial Reporting Analyst at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc.   June 2014 - Present
Aon  March 2012 - June 2014
State Street   April 2011 - February 2012
State Street   November 2007 - April 2011
State Street   November 2006 - November 2007

Skills
Bloomberg, Fixed Income, Fund Accounting, Mutual Funds, Equities, Bloomberg Terminal, Corporate Actions, Hedge Funds, Securities, Derivatives, Alternative Investments, Asset Managment, Investments, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Quantitative Analytics, Fund Administration, Fund Of Funds, Asset Management, Financial Risk

Education
University of San Francisco   2004 — 2006
B.S., Applied Economics

Alex Eastwood Alex Eastwood Charlotte, North Carolina Details
Alex Eastwood's State Street Experience May 2013 - September 2013
Job at
Industry Financial Services
Experience
Vanguard  August 2014 - Present
University of South Carolina  August 2010 - Present
State Street   May 2013 - September 2013
University of South Carolina  August 2011 - May 2013
TD  May 2012 - September 2012
Augusta National Golf Club  April 2012 - April 2012
Harvard University  June 2009 - September 2010

Skills
Series 7, Series 63, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, English

Education
University of South Carolina-Columbia   2010 — 2014
Finance and Financial Management Services

Melrose High School   2006 — 2010
High School Diploma

Seth Stier Seth Stier Greater Boston Area Details
Seth Stier's State Street Experience July 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
State Street   July 2007 - December 2008
Investors Bank & Trust  1987 - 2007

Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fund Accounting, Securities

Education
University of Rochester   1983 — 1987

Hopkins School   1979 — 1983
High School

Simon Yee Simon Yee San Francisco Bay Area Details
Simon Yee's State Street Experience June 1994 - August 2000
Job Senior Implementation Consultant at D+H
Industry Computer Software
Experience
D+H U.S. Operation   June 2002 - Present
State Street   June 1994 - August 2000

Skills
Enterprise Software, Software Implementation, Software Project..., Product Management, Project Management, Business Analysis, CRM

Education
University of Southern California   1991 — 1993
Bachelor of Science (BS), Public Administration

Meijuan Hou Meijuan Hou Greater Boston Area Details
Meijuan Hou's State Street Experience July 1999 - April 2000
Job CAAG Sr. Reconcilation Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon  June 2013 - Present
Mercer  February 2013 - March 2013
JPMorgan Chase  November 2012 - January 2013
ING  October 2006 - August 2012
IBT (now State Street Bank and Trust Company)   May 2005 - August 2006
Bank of America  December 2000 - April 2004
State Street   July 1999 - April 2000

Skills
Accounting, Account Reconciliation, Banking, Cash Management, Auditing, Financial Services, Financial Statements, Portfolio Management, Financial Reporting, Internal Audit

Education
University of South Carolina - The Moore School of Business   1997 — 1999
MBA

James Andrade James Andrade Greater San Diego Area Details
James Andrade's State Street Experience April 2004 - August 2005
Job Buyer III at Dexcom
Industry Biotechnology
Experience
Dexcom  November 2013 - Present
Althea Technologies  December 2009 - November 2013
Althea Technologies  January 2008 - September 2010
Althea Technologies  January 2007 - January 2008
Althea Technologies  May 2006 - January 2007
State Street   April 2004 - August 2005
State Street   September 2003 - April 2004
State Street   August 2002 - September 2003

Skills
Strategic Planning, Cost Management, Purchasing, Procurement, Process Improvement, Vendor Management, Database Management, ERP, MRP, Supply Chain Management, cGMP, GMP, Management, FDA, Quality Assurance, Pharmaceutical Industry, Biopharmaceuticals, Manufacturing, Leadership, Project Management, Supply Chain, Continuous Improvement

Education
University of San Diego   2005 — 2007
MBA, Finance

University of South Carolina - The Moore School of Business   1998 — 2002
Bachelor of Science, Finance and Marketing

Sacred Heart High School   1994 — 1998

Matthew Keating Matthew Keating Philadelphia, Pennsylvania Details
Matthew Keating's State Street Experience November 2013 - September 2014
Job Relationship Executive at Fiserv
Industry Financial Services
Experience
Fiserv  September 2014 - Present
State Street   November 2013 - September 2014
Thomson Reuters  June 2006 - January 2013

Skills
Salesforce.com, Account Management, Market Data, Relationship Management, Financial Markets, Solution Selling, Sales, Equities, Financial Services, SaaS, Marketing Strategy, Capital Markets, Business Development, Management, Business Analysis

Education
University of Scranton   2002 — 2006
B.S., Marketing, Finance

Mike Bishof Mike Bishof Greater Boston Area Details
Mike Bishof's State Street Experience July 2013 - Present
Job SVP Strategic Initiatives at State Street Global Services
Industry Financial Services
Experience
State Street   July 2013 - Present
Independence Capital Partners  November 2010 - September 2012
Logan Circle Partners, L.P.   April 2007 - November 2010
Delaware Investments  June 1995 - March 2007
Equitable Capital Management Corp   1987 - 1992

Skills
Asset Managment, Mutual Funds, Hedge Funds, Investments, Fixed Income, Alternative Investments, Private Equity, Equities, Investment Management, Securities, Due Diligence, Trading Systems, Trading, Finance, Fund Of Funds, Accounting, Bonds, Derivatives, Investment Advisory, Financial Analysis, Financial Services, Valuation, Bloomberg, Options, Financial Markets, Back Office, Fund Accounting, Fund Administration, Strategic Financial..., Outsourcing, Leadership

Education
University of South Carolina-Columbia   1980 — 1984
BS, Accounting

Half Hollow Hills HS West   1976 — 1980

Amy White Amy White Greater Boston Area Details
Amy White's State Street Experience July 2007 - March 2012
Job Principal HR Generalist at Raytheon
Industry Human Resources
Experience
Raytheon  July 2014 - Present
EMC  March 2014 - July 2014
Northpoint Human Resource Consulting   August 2012 - March 2014
State Street   July 2007 - March 2012
Investors Bank & Trust (aquired by State Street in 2007)   2006 - 2007
Investors Bank & Trust (acquired by State Street in 2007)   2005 - 2006
Vantage Deluxe World Travel  2002 - 2005
NCS Pearson  2002 - 2002
Burke, Hegan, Roessle and Associates   1999 - 2002

Skills
Employee Relations, Succession Planning, Talent Acquisition, Performance Management, Recruiting, HR Policies, Deferred Compensation, Leadership Development, Organizational..., Change Management, Organizational..., Policy, Talent Management, Human Resources, Temporary Placement, Onboarding, Benefits Administration, Employee Engagement, Personnel Management, Sourcing, Interviews, Screening, Leadership, Hiring, PeopleSoft

Education
University of South Carolina-Columbia
BA, Sociology

Eric D. Sanchez Eric D. Sanchez New York, New York Details
Eric D. Sanchez's State Street Experience February 2012 - May 2012
Job Portfolio Valuations at Markit
Industry Financial Services
Experience
Markit  May 2012 - Present
State Street   February 2012 - May 2012
Barclays Capital  May 2011 - December 2011
Deutsche Bank AG  February 2010 - August 2010
Deutsche Bank AG  August 2009 - February 2010
Mountbatten Institute  2009 - 2010
Wells Fargo Advisors  September 2007 - August 2009

Skills
Derivatives, Collateral Management, Fixed Income, Sell Side, Repo, Mortgage Forwards, TBA, Credit Derivatives, Credit Risk, OTC, FX Derivatives, Financial Analysis, Equities

Education
St. Mary's University, Twickenham   2009 — 2010
Postgraduate Certificate

University of San Diego   2003 — 2007
B.B.A., Business Administration

Kevin Kohart Kevin Kohart Greater Boston Area Details
Kevin Kohart's State Street Experience February 2011 - May 2011
Job Business Intelligence Specialist
Industry Marketing and Advertising
Experience
Milton CAT  October 2012 - Present
Milton CAT  March 2012 - October 2012
State Street   February 2011 - May 2011
SmartRevenue  May 2009 - September 2009

Skills
Data Analysis, Business Analysis, Business Planning, Account Management, Market Research, Microsoft Excel, Sales, Process Improvement, Microsoft Office, Marketing Strategy, Strategic Planning, PowerPoint, Marketing, Customer Service, Financial Analysis, Project Management, Leadership, Finance, Negotiation, Team Building, Microsoft Dynamics AX, Business Intelligence, Social Media, Outlook

Education
University of Richmond - Robins School of Business   2006 — 2010
BSBA, Finance, Italian Studies

Daniel Hayward Daniel Hayward Greater Los Angeles Area Details
Daniel Hayward's State Street Experience June 2008 - September 2009
Job CLO Analyst at Ares Management
Industry Financial Services
Experience
Ares Management  September 2012 - Present
State Street Bank  September 2009 - August 2012
State Street   June 2008 - September 2009

Education
University of Rochester   2004 — 2008
BA, Economics

Don Sviatko Don Sviatko Greater Philadelphia Area Details
Don Sviatko's State Street Experience March 2002 - May 2005
Job J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan   October 2009 - Present
Arnhold and S. Bleichroeder  May 2005 - October 2009
State Street   March 2002 - May 2005

Skills
Series 7, Asset Managment, Series 63, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Private Banking, Bloomberg Terminal, Account Reconciliation, Microsoft Excel, Cash Management, Settlement, Financial Services, Equities, Investments, Bloomberg, Derivatives, Banking, Fixed Income

Education
University of Scranton   1995 — 1999
Bachelor of Science (B.S.)

Monica Lynch Monica Lynch Quincy, Massachusetts Details
Monica Lynch's State Street Experience May 2012 - September 2013
Job Onboarding Specialist at Temperature@lert
Industry Consumer Services
Experience
Temperature@lert  June 2015 - Present
Leaf Holdings Inc (Acquired by Heartland Payment Systems)   September 2013 - February 2015
State Street   May 2012 - September 2013
Mercer  May 2011 - May 2012

Skills
Salesforce.com, Google Docs, New Account Opening, JIRA, chargify, customer onboarding, Zuora, Vendor Relationship..., Policies & Procedures, Payment Card Processing, Siebel, Zendesk, Citrix, HubSpot, SaaS, Microsoft Word, Sales, Event Planning, Customer Service, Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Start-ups, PowerPoint, Management, Project Management, Leadership, Product Management

Education
University of Saint Joseph   2005 — 2009
Bachelor of Science, Biology

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