State Street
Industry: Financial services company
DescriptionState 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),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Nicholas Investment Partners March 2011 - Present
Carlsbad Baseball Boosters 2015 - 2015
A.S.A.P. Advisor Services, Inc. September 2010 - March 2011
Freeman Investment Management Co., LLC July 2006 - June 2010
Nicholas-Applegate Capital Management January 1998 - July 2006
Invesco AIM October 1995 - January 1998
State Street October 1993 - October 1995
Hertz Rent a Car September 1991 - August 1993
Skills
Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Management, Equities, Project Management, Hedge Funds, Alternative Investments, Equity Trading, Investments, Fixed Income, Finance, Negotiation
Education
Boston College 1986 — 1990
Bachelor of Arts, Economics
State Street October 2014 - Present
Panther Global Group April 2014 - October 2014
Panther Global Group/ Total Clerical Services, Inc. May 2013 - April 2014
Lynch Leadership Academy September 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Quantitative Research, Tutoring, Community Outreach, Public Speaking, Data Collection, Clerical Skills, Interviews, Recruiting, Sourcing, Office Administration, Temporary Placement, Talent Management, Microsoft Office
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development and Family Studies, General
EY November 2014 - Present
Fidelity Investments June 2012 - November 2014
Goldman Sachs June 2010 - January 2011
State Street June 2009 - January 2010
Skills
Relationship Management, Change Management, Financial Services, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Capital Markets, Banking, Financial Modeling
Education
Northeastern University 2008 — 2012
Bachelor of Science, Business Administration - Finance, Magna Cum Laude
Bond University 2011 — 2011
Bachelor of Science, Business Administration, Finance
University of Miami - School of Business 2007 — 2008
Transferred, International Finance
NEPC, LLC December 2014 - Present
State Street December 2013 - December 2014
Citigroup August 2011 - December 2013
State Street October 2010 - August 2011
State Street June 2008 - October 2010
Alpha Management Corp October 2007 - June 2008
Skills
VBA, SQL, Excel, Access, SharePoint, Spotfire, Bloomberg Terminal, Financial Modeling, Financial Analysis, Business Analysis, Data Analysis, Visual Analytics, Fund Accounting, Hedge Funds, Mutual Funds, Lean Initiatives, Business Process..., Investment Operations, Middle Eastern Studies, Political Philosophy, Corporate Finance, Microsoft Excel, Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Asset Management, Analysis, Financial Services, Financial Risk
Education
Boston College 2009 — 2010
M.S, Finance
Boston College 2003 — 2007
B.A, Political Science / Middle Eastern and Islamic Studies
Arlington High 1998 — 2002
Orange County REIT 2015 - Present
Orange County REIT October 2013 - 2015
State Street June 2012 - September 2013
Allen Marine Tours 2011 - 2011
Prime Acura 2010 - 2011
Breckenridge Sports 2008 - 2010
Highside Adventure Tours/Good Times Rafting 2008 - 2009
Red Bull North America 2008 - 2008
Skills
Excel, Microsoft Office, Outlook, Direct Sales, PowerPoint, Word, Series 63, Negotiation, Microsoft Excel, Sales, Customer Service, Inventory Management, Salesforce.com, Sales Process, CRM, Email Marketing, Microsoft Word, Selling, Marketing Strategy, Marketing, Sales Management, Networking
Education
Spring Hill College 2003 — 2007
BS, Economics and Finance
Bond University 2006 — 2006
Economics, Finance
Boston College High School 1999 — 2003
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
State Street Bank February 2013 - October 2013
State Street July 2011 - February 2013
Wave Equity Partners June 2010 - September 2010
Education
Boston College 2007 — 2011
Bachelors, Finance and Marketing
St. John's Prep High School 2003 — 2007
Santander Bank, N.A. June 2015 - Present
State Street June 2014 - August 2014
Newton Country Day School September 2013 - February 2014
Blue Hills Bank May 2013 - August 2013
Noble and Greenough School June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Time Management, Customer Service
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), International Studies
Noble and Greenough 2008 — 2012
Pacific Funds November 2011 - Present
Genworth Financial (Now AssetMark) November 2010 - November 2011
Wells Capital Management May 2005 - November 2010
Wells Capital Management June 2004 - May 2005
Wellington Management Co October 2003 - February 2004
State Street Global Advisors September 1999 - June 2003
State Street Global Advisors March 1998 - September 1999
Scudder Kemper Investments January 1998 - March 1998
State Street September 1996 - January 1998
Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston College 1992 — 1996
BS, Biochemistry
Christian Brothers Academy
State Street January 2015 - Present
State Street March 2014 - January 2015
Connolly, Geaney, Ablitt & Willard, PC June 2013 - March 2014
Boston College September 2009 - May 2013
Sullivan & Collins LLC June 2012 - August 2012
Whyville June 2011 - July 2011
Zhongxin Xiecheng Law Firm May 2011 - July 2011
Skills
Spanish, Mandarin, Cantonese, Intercultural..., Microsoft Office, Academic Tutoring, Public Speaking, Chinese, Tutoring, Foreclosures, Drafting complaints, Customer Service, Depositions, Interrogatories, Trial Exhibits, Requests for the..., Pleadings, Motions to Compel, HIPAA, Trial Preparation, Higher Education, Legal Research, Trials, Microsoft Word, PowerPoint, Microsoft Excel, Research
Education
Boston University School of Law 2015 — 2018
Doctor of Law (J.D.)
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communication, cum laude
Wellington Management Company, LLP August 2014 - Present
Liberty Mutual March 2009 - July 2014
Brown Brothers Harriman May 2004 - March 2009
State Street July 2002 - May 2004
Bank of New York Mellon October 1999 - March 2002
Diageo May 1998 - September 1998
Skills
Corporate Actions, User Acceptance Testing, Investment Operations, Transaction Services, SWIFT, Project Management, Agile Project Management
Education
Boston College 1995 — 1999
BS, General Management
Diageo January 2015 - Present
Diageo October 2012 - January 2015
Canon USA March 2011 - October 2012
Epana Networks March 2008 - October 2009
State Street July 2006 - March 2008
Cantella December 2005 - June 2006
Skills
Analysis, Forecasting, Budgeting, SPSS, Microsoft Office, Bloomberg, Spanish Brands, S&OP, SAP APO
Education
NYU SCPS 2012 — 2012
International Business & Finance
Boston College 2002 — 2006
BS, General Management
Sapient July 2014 - Present
Boston College charity: water September 2011 - May 2014
ICAP June 2013 - August 2013
State Street June 2012 - August 2012
Union of North American Vietnamese Student Associations October 2011 - August 2012
Readyforce April 2012 - June 2012
Union of North American Vietnamese Student October 2010 - July 2011
The Q Restaurant December 2010 - May 2011
State Street Corporation June 2008 - August 2010
Doctor Golub's Office October 2007 - June 2008
Skills
Event Planning, Leadership, Nonprofits, Marketing, Public Speaking, Microsoft Office, Social Media, Start-ups, Budgets, Project Management, Social Media Marketing, Management, Training, Team Leadership, Strategic Planning, Adobe Creative Suite, Sales, Teamwork, Fundraising
Education
Boston College 2010 — 2014
Bachelor of Science, Finance and Leadership
Peking University 2012 — 2012
International Studies for Management Minor, Business
University College Dublin 2011 — 2011
Business Law
Boston Latin School 2004 — 2010
High School Diploma
Dilworth Soup Kitchen October 2014 - Present
Charlotte Community Kitchen March 2014 - Present
BCH Consulting, LLC June 2013 - Present
FTI Consulting March 2011 - June 2013
Carolinas Healthcare System September 2009 - March 2011
Blue Cross Blue Shield of Massachusetts August 2008 - August 2009
City of Boston October 2006 - July 2008
State Street 2004 - 2006
Massachusetts General Hospital December 2001 - October 2004
Skills
Data Analysis, Managed Care, Analysis, Healthcare Consulting, Healthcare Reimbursement, Budgeting, Contract Negotiation, Forecasting, Financial Modeling, Relational Databases, SQL Server, T-SQL, Excel, Access, Hospital Operations, CMS, Compliance Audits, Financial Analysis, Compliance, PowerPoint, Healthcare, Analytics, Management Consulting, Auditing, SQL, Due Diligence, Hospitals, Policy, Management, Finance, Revenue Cycle, Medicaid, Medicare, Health Policy, Community Development
Education
Boston College 1999 — 2004
BA, Economics
DigitasLBi_US July 2014 - Present
DigitasLBi_US July 2012 - June 2014
State Street August 2008 - July 2012
State Street August 2006 - August 2008
State Street July 2005 - August 2006
Sigarms January 2005 - May 2005
Nickelodeon June 2004 - July 2004
Skills
Fund Accounting, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel, Bloomberg, Mutual Funds, Financial Reporting, Internal Controls, Microsoft Office, Outlook, PowerPoint, Valuation, Microsoft Word, Financial Modeling, Investments, Fixed Income, Budgets, Customer Service, Video Editing, Video Production, Forecasting, Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (BS), Business Admn/Marketing
Bond University
Study Abroad Program - Queensland, Australia
State Street August 2014 - Present
State Street 2008 - August 2014
State Street 2007 - 2008
State Street 2006 - 2007
Thomson Reuters August 2004 - December 2005
Skills
Analytics, Bloomberg, Equities, Financial Analysis, Fixed Income, Investments, Microsoft Excel
Education
Boston College 2000 — 2004
Economics
Labaton Sucharow LLP 2007 - Present
Stroock & Stroock & Lavan LLP 2005 - 2007
Schulte Roth & Zabel LLP 2003 - 2005
Rare Art Gallery 2002 - 2003
Morgan Lewis & Bockius LLP 1998 - 2002
U.S. Department of Justice, Antitrust Division 1993 - 1998
KPMG 1988 - 1990
State Street 1987 - 1988
Skills
Antitrust, Litigation, Class Actions, Competition Law, Complex Litigation, Commercial Litigation, Trials, Legal Writing, Civil Litigation, Appeals, Arbitration, Consumer Law, Corporate Law, Courts
Education
The Catholic University of America, Columbus School of Law 1990 — 1993
JD
Boston College 1983 — 1987
AB
Ledyard 1979 — 1983
High School Diploma
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance February 2013 - August 2014
everis December 2011 - February 2013
Liberty Mutual Insurance February 2011 - November 2011
State Street February 2010 - January 2011
Kidde-Fenwal June 2005 - June 2009
Skills
Microsoft Office, Bloomberg, Portfolio Management, Equities, Corporate Finance, Fixed Income, Investments, Banking, Management, Leadership, Financial Analysis, Databases, Financial Modeling, Valuation, Business Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Java, Process Improvement, Financial Services, Finance, Analysis, Project Management, Access, PowerPoint, Strategy, Consulting, Microsoft Word, Customer Service
Education
Boston College 2014 — 2017
Master of Business Administration (M.B.A.), Consulting/Entrepreneurship/Entrepreneurial Studies, 4.0
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor's Degree, Finance, Investments, Corporate Finance, 3.5
Greenbacker Renewable Energy LLC August 2013 - Present
BNY Mellon April 2008 - March 2013
Guardian Life June 2005 - December 2007
State Street September 1982 - June 2003
Skills
Investments, Start-ups, Leadership, Executive Management, Financial Services, ETFs, Risk Management, Asset Management, Strategic Planning, Private Equity, Mutual Funds, Accounting, Due Diligence, Management, Mergers & Acquisitions, Board of Directors, Board Governance, Advisory Boards
Education
Boston College 1974 — 1978
BA, Business and Accounting
NELSON January 2011 - Present
IFMA July 2010 - August 2012
NELSON/Black Cow July 2009 - January 2011
Black Cow Architects November 2005 - July 2009
Sasaki Associates November 2001 - March 2005
Houghton mifflin March 1999 - November 2001
State Street 1997 - 1999
Sasaki Associates 1993 - 1997
Bank of Boston 1989 - 1993
Skills
Space-planning, LEED AP, Interior Design, Design Research, LEED, Budgets, Sustainable Design, Submittals, Comprehensive Planning, Furniture, Construction, Facilities Management, Management, Real Estate Development, Renovation, Marketing, SketchUp, Interior Architecture, Construction Drawings, Green Building, Contract Management, CAD, Revit, Architectural Design, Sketching, Entrepreneurship, Architectural Drawings, Furnishings, Process Scheduler, Historic Preservation, Mixed-use, Residential Design, AutoCAD, Design Management, Project Management, Contract Negotiation, Project Planning, Space Planning
Education
Boston Architectural College
Rensselaer Polytechnic Institute
EnerNOC July 2015 - Present
EnerNOC October 2014 - July 2015
EnerNOC June 2013 - October 2014
Keurig, Inc. April 2012 - June 2013
Cardinal Point Solutions April 2010 - April 2012
Cardinal Point Solutions July 2008 - April 2010
State Street 2007 - 2007
Skills
Business Process, ERP, Business Analysis, Project Management, Integration, Purchasing, SQL, Production Support, Microsoft Office, PeopleTools, Business Intelligence, PeopleSoft
Education
Boston College 2013 — 2015
Master of Business Administration (MBA)
Duke University 2013 — 2013
Business Analysis Certification
University of Michigan 2004 — 2008
BA, Economics
State Street October 2014 - Present
PricewaterhouseCoopers September 2006 - October 2014
PricewaterhouseCoopers June 2005 - August 2005
Department of Veteran Affairs, Office of Inspector General June 2004 - June 2005
PricewaterhouseCoopers - Dublin, Ireland June 2003 - December 2003
Mass Electric Construction Company June 2002 - March 2003
Skills
Accounting, Financial Reporting, Investment Management..., CPA, US GAAP, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, SEC filings, Financial Statements, Internal Audit, Assurance, Financial Modeling, Valuation, Private Equity, External Audit, Account Reconciliation, Forecasting, IFRS, Tax Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
Master of Science, Accounting
Northeastern University 2001 — 2006
Bachelor of Science, Accounting, Finance, Insurance
Bond University 2004 — 2004
Study Abroad
Medfield High School
AVID Technical Resources November 2011 - Present
State Street 2005 - 2010
State Street 2001 - 2010
State Street 1999 - 2000
State Street 1995 - 1998
Data General 1988 - 1990
Skills
Risk Management, Research, Project Management, Business Analysis, Process Improvement, SDLC, Project Governance, Software Development
Education
Boston College
New York Foundling October 2014 - Present
New York Foundling October 2011 - Present
Boston Fencing Club November 2008 - August 2011
Walker Home and School September 2010 - June 2011
Boston College Graduate School of Social Work Admissions September 2010 - May 2011
Wilson Middle School September 2009 - June 2010
State Street August 2008 - November 2008
CSN Stores, LLC August 2007 - July 2008
Mamaroneck Union Free School District January 2007 - June 2007
Boston College September 2006 - May 2007
Skills
Psychotherapy, Case Managment, Mental Health, Family Therapy, Social Services, Therapists, Teaching, Special Education, Curriculum Design, PowerPoint, Adolescents, Autism Spectrum..., Treatment, Child Welfare
Education
Boston College Graduate School of Social Work 2009 — 2011
MSW, Clincal Social Work - Children, Youth, and Families
Boston College 2003 — 2007
BA, Political Science, French
Institut d'Etudes politiques de Strasbourg 2005 — 2005
International Relations
Liberty Mutual Insurance June 2015 - Present
New Hampshire National Guard February 2014 - Present
State Street January 2014 - July 2014
New Hampshire National Guard October 2012 - March 2014
State Street January 2012 - January 2014
New Hampshire National Guard May 2010 - October 2012
Education
Boston College 2014 — 2016
Master of Business Administration (MBA)
University of New Hampshire 2006 — 2010
Bachelor of Arts, Communications
State Street April 2015 - Present
State Street January 2013 - April 2015
State Street December 2009 - January 2013
Partners Healthcare May 2007 - August 2009
Boston College July 2007 - May 2009
Boston College 2008 - 2009
Rockwell House 2006 - 2009
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office
Education
Boston College 2005 — 2009
Bachelor of Arts, Political Science, Theology
Boston College High School 2001 — 2005
Diploma
Republic Plastics June 2015 - Present
Daymon Worldwide June 2014 - June 2015
Daymon Worldwide July 2013 - June 2014
Daymon Worldwide July 2011 - June 2014
Daymon Worldwide December 2009 - August 2011
WG and Associates July 2003 - December 2009
State Street February 2003 - July 2003
Skills
Product Development, New Business Development, Management, Global Sourcing, Marketing Strategy, Supply Chain, Business Planning, International Project..., Marketing, Retail, Supply Chain Management, Logistics, Sales, Cross-functional Team..., Merchandising, Forecasting, Project Management, Purchasing, National Account..., National Account..., CPG Sales, Consumer Package Goods, Budget Management, Budgets
Education
The University of Texas at San Antonio 2007 — 2009
MBA, Business
University of the Incarnate Word 2007 — 2007
MBA
Boston College 1998 — 2002
B.S., Finance, Environmental Studies
TPG Capital April 2015 - Present
Prudential Capital Group June 2011 - March 2015
State Street June 2010 - August 2010
BNY Mellon May 2009 - September 2009
Skills
Investments, Portfolio Management, Financial Modeling, Private Equity, Due Diligence, Mezzanine, Financial Analysis, Fixed Income, Private Placements, Accounting, Finance, Valuation, Alternative Investments, Bloomberg, Asset Management, Hockey
Education
Boston College 2007 — 2011
Bachelor of Science, Finance & Accounting - Cum Laude
Central Catholic High School 2003 — 2007
Eze Software Group November 2013 - Present
State Street June 2012 - November 2013
State Street March 2011 - June 2012
Skills
Quantitative Analysis, Lean Initiatives, Innovative Problem..., Operations Management, Client Solutions, Bloomberg Terminal, Organizational..., Critical Thinking, Operational Efficiency, Bank Reconciliation, Microsoft Excel, Time Management, Economics, Data Analysis, Microsoft Office, General Ledger, Wealth Management, Risk Management, Credit Risk, Quantitative Analytics, Bloomberg, Process Improvement, Management, Financial Services, Analysis, Business Analysis, CRM
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Economics
Whitman-Hanson 2002 — 2006
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Deloitte September 1991 - May 1997
Skills
Fund Accounting, Equities, Fixed Income, Financial Analysis, Mutual Funds, Securities
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting
Akamai Technologies November 2014 - Present
State Street April 2013 - November 2014
State Street June 2012 - April 2013
Beacon Hill Staffing Group June 2011 - May 2012
Skills
Interviews, Recruiting, Onboarding, Broadcast, Employee Relations, SharePoint, Corporate Policies, RFPs, HR Policies, Lean Operations, Lean Management
Education
Boston College
Master of Science (MS), Organizational Administration
Boston College 2007 — 2011
BA, Communications, History
Loomis, Sayles & Company February 2011 - Present
Deutsche Bank December 2008 - December 2010
SS&C Technologies December 2007 - December 2008
State Street September 2006 - December 2007
Education
Boston College 2002 — 2006
Bachelor of Science (B.S.), Carroll School of Management
McLean Hospital 2011 - Present
Eaton Vance 2009 - Present
University of Pennsylvania 2006 - Present
Boston College 2003 - Present
BJ's Wholesale Club 2004 - 2011
Federal Home Loan Bank of Boston 2006 - 2009
State Street 2000 - 2009
Xenith 2004 - 2008
Tradeware Global 2000 - 2006
Peking University May 2005 - August 2005
Skills
Investments, Risk Management, Corporate Governance, Security Analysis, Corporate Finance
Education
Peking University 2005 — 2005
Finance, General
University of Pennsylvania - The Wharton School 1974 — 1979
Ph.D., Finance
University of Pennsylvania - The Wharton School 1973 — 1974
M.A., Statistics
University of Pennsylvania 1966 — 1970
B.A, Economics
Cushing Academy 1964 — 1966
High School
Ipswich 1962 — 1964
Boston College
Eagle Investment Systems August 2009 - Present
IBM June 2008 - August 2008
Bank of New York Mellon November 2002 - August 2007
State Street May 2001 - August 2001
Delphi Group May 2000 - March 2001
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA + MS in Information Technology, Information Technology
Boston College 1998 — 2002
BA, Major - Economics / Minor - Computer Science
GrandBanks Capital August 2011 - Present
Boston College October 2008 - Present
New England Inter-Collegiate Sailing Association January 2014 - Present
Jefferies & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
State Street June 2006 - August 2006
Little Egg Harbor Yacht Club June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Corporate Development, Market Research, Investments, Analysis, Venture Capital
Education
Boston College 2004 — 2008
BS, Mathematics and Finance
Belmont Hill School 1998 — 2004
High School
CoreHub March 2015 - Present
State Street July 2015 - Present
SOAR February 2014 - Present
State Street June 2014 - August 2014
Northwestern Mutual April 2013 - June 2014
Corcoran Jennison June 2008 - April 2013
The American City Coalition (TACC) May 2011 - January 2013
Boston Redevelopment Authority May 2012 - August 2012
Skills
Microsoft Office, Market Research, Leadership, Social Media, Marketing, Management, Finance, Real Estate, Spanish, Haitian Creole, Budgets, Community Outreach, Accounting, Fundraising, Entrepreneurship, Executive Networking
Education
Boston College 2011 — 2015
B.S., Finance
Boston College High School 2007 — 2011
High School Diploma
Johnson Graduate School of Management at Cornell University July 2015 - Present
KPMG LLP July 2012 - July 2015
KPMG Global Services Pvt Ltd (KGS) June 2013 - December 2013
KPMG LLP July 2010 - June 2012
Gymnasium am Tannenberg September 2009 - June 2010
State Street June 2007 - August 2009
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Marketing and Operations
Boston College 2005 — 2009
Bachelor of Arts (BA), International Studies and Economics
Universidad de Sevilla
International Relations, History, and Spanish
Universidad Pablo de Olavide
Economics, Finance, and Spanish
Ward Melville High School 2002 — 2005
VMware December 2014 - Present
VMware March 2013 - Present
VMware January 2011 - March 2013
State Street Corporation April 2010 - January 2011
State Street February 2008 - April 2010
State Street September 2006 - February 2008
Colonial Wholesale Beverage May 2004 - December 2007
Baystate Health, Inc January 2006 - May 2006
Skills
University Relations, Relationship Management, Program Management, Event Planning, University Recruitment, College Recruiting, Technology Recruitment, Brand Management, Public Speaking, Social Media, Onboarding, Account Management, Leadership, Interviews, Human Resources, Recruiting
Education
Westfield State University 2002 — 2006
Bachelor of Arts
Bond University 2005 — 2005
DR
State Street July 2015 - Present
Social Catering March 2009 - Present
American Income Life Insurance Company February 2014 - August 2014
At Home Vet May 2013 - August 2013
Storybook Farm May 2012 - August 2012
DSW June 2011 - August 2011
Skills
Multiple Project..., Project Coordination, Event Planning, Meet Deadlines, Administrative..., Receptionist Duties, Confidentiality, Appointment Scheduling, Customer Satisfaction, Customer Service, Microsoft Office, Outlook, Teamwork, Close Attention to..., Telephone Skills, Management, Sales, Time Management, Social Media, Microsoft Word, Inventory, Mail Sorting, Cash Handling Experience, Learning Quickly, Work Well Independently, Administrative..., Leadership, Microsoft Excel, Social Networking, Public Speaking, PowerPoint
Education
Boston College 2010 — 2015
Bachelor of Arts (B.A.), Business/Corporate Communications/Social Media
Boston College 2010 — 2015
Bachelor of Arts (B.A.), Communication, General
Startup Institute June 2015 - August 2015
Cambridge Savings Bank October 2004 - May 2015
State Street August 1997 - July 2003
Skills
Business Development, Management, Sales, Start-ups, Entrepreneurship, Strategy, Marketing Strategy
Education
Boston College
Business Administration and Management, General
Racepoint Global January 2015 - Present
Museum of Fine Arts, Boston August 2011 - January 2015
Jack Morton Worldwide October 2006 - December 2008
WGBH Educational Foundation January 2004 - October 2006
Formation Systems (now Infor) June 2003 - January 2005
State Street June 1999 - August 2001
Skills
Social Media Marketing, Digital Media, New Media, Social Media, Video Production, Content Strategy, Blogging, Editing
Education
Boston College 1999 — 2003
Bachelor of Arts, Communications
State Street Global Markets February 2015 - Present
State Street Global Markets July 2014 - February 2015
State Street December 2012 - July 2014
State Street July 2011 - December 2012
Skills
Microsoft Office, Bloomberg, Finance, Quantitative Finance, Operations Management, Equity Research, Microsoft Excel, Time Management, Microsoft Word, Management, Customer Service, Financial Modeling, Data Analysis, Accounting, CRM, Financial Services
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Finance
Bond University 2010 — 2010
Finance, Study Abroad Program
State Street 2006 - 2014
State Street 2005 - 2006
State Street 2004 - 2005
State Street 2003 - 2004
State Street 1999 - 2003
State Street 1996 - 1999
State Street 1982 - 1996
Skills
Business Analysis, Investments, Securities, Portfolio Management, Fixed Income, Derivatives, Financial Services, Mutual Funds, Equities, Asset Management, Process Improvement, Essbase, SDLC, Hedge Funds, Bloomberg, Capital Markets, Customer Service
Education
Boston College
Bachelor's Degree, Accounting
Cognius August 2015 - Present
Endurance Swimming February 2009 - Present
Headstrong Posture Trainer February 2009 - Present
Cogo Labs April 2014 - July 2015
Cogo Labs November 2013 - April 2014
Cogo Labs June 2012 - November 2013
Northeastern University May 2011 - May 2012
State Street September 2008 - December 2008
Skills
Sports, Fitness, Athletics, Swimming, Coaching, Endurance, Triathlon, Marketing, Analysis, Data Analysis, Training, Sports Nutrition, Sports Management, Personal Training, Fitness Training, Strength Training, Cycling, Wellness Coaching, Operant Conditioning
Education
Northeastern University 2010 — 2013
MS, Clinical Exercise Physiology
Salem State College 2009 — 2010
BS, Sport Movement Science
Boston College 2004 — 2008
BA, Economics, Sociology
Natixis Global Asset Management June 2008 - Present
Investors Capital 2008 - 2009
State Street August 2005 - 2006
Goldman Sachs 2002 - 2004
Skills
Finance, Mutual Funds, PowerPoint, Bloomberg, Budgets, Customer Service, Securities, Financial Services, Microsoft Office, Microsoft Word
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bond University 2004 — 2004
General Studies
State Street August 2008 - September 2012
Boston Financial Data Services January 2004 - May 2008
Boston Financial Data Services January 2002 - January 2004
Trustar Retirement Services January 2000 - January 2002
Sprint January 1998 - January 2000
Skills
Healthcare Management, Healthcare Analytics, Medicaid, EMR, EHR, Provider Relations, Process Improvement, Risk Management, Financial Services, Finance, Leadership, Mutual Funds, Data Analysis, Management, Microsoft Excel, Project Management, Medicare, Healthcare Information..., Regulatory Analysis, Customer Service, Visio, Research, Accounting, Relationship Management, PowerPoint, Business Process..., Financial Reporting, SharePoint, System Conversion, Analytics, Presentations, Sarbanes-Oxley Act, Business Process Mapping, ICD-9, Data Mining, ICD-10
Education
Boston College 1992 — 1998
Bachelor of Arts (B.A.), History
Milton High School 1988 — 1992
Coldwater Creek Direct LLC February 2015 - Present
J. Jill March 2013 - February 2015
Talbots January 2010 - March 2012
MCG: Market Connect Group October 2006 - December 2009
Services Unlimited 2004 - 2006
State Street April 2000 - February 2002
Talbots March 1993 - March 2000
Gap Inc./Banana Republic July 1991 - March 1993
Jordan Marsh 1987 - 1991
Education
Boston College
Bachelor of Science (B.S.), Marketing/ Psychology, Cum Laude
Wolf Point Asset Management November 2014 - Present
GE Capital October 2013 - September 2014
GE Capital May 2012 - October 2013
Denham Capital Management May 2009 - May 2012
State Street July 2008 - May 2009
Skills
Bloomberg, CRM software, Financial Reporting, Private Equity, Valuation, Investor Relations, Capital IQ, Portfolio Management, Equities, Fixed Income, Investments
Education
Boston College 2004 — 2008
Bachelors of Science, Finance and Marketing
Carmel Catholic 2004 — 2008
State Street January 2001 - Present
Dragon Systems March 1998 - January 2001
Shiva July 1995 - March 1998
Skills
SharePoint, Lotus Domino, Business Analysis, Risk Management, Visio, Microsoft Excel, Vendor Management, Strategic Planning, Team Building, Microsoft Office, Business Continuity, Process Improvement, Analysis, Project Management, Organizational..., Data Analysis, Financial Services, Global Custody, Leadership, Management, Nonprofits, Program Management, Public Speaking
Education
Providence College 2004 — 2007
Master of Arts, History
Boston College 1978 — 1984
Bachelor of Arts, Philosophy and Theology
John Hancock Financial Services February 2015 - Present
State Street December 2014 - February 2015
State Street September 2013 - December 2014
Atlantica's Olde Salt House April 2012 - September 2013
University Products January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Micros, Social Networking, Social Media, Sales, Event Planning, PowerPoint, Customer Service, Time Management, Social Media Marketing
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor's degree, Communication and Media Studies
Bond University 2012 — 2012
Australia Semester Abroad 2012, Communications
LogicManager, Inc. 2013 - Present
State Street June 2012 - August 2012
Skills
Finance, Microsoft Office, PowerPoint, Social Networking, Financial Analysis, Data Analysis, Business Strategy, Microsoft Excel, Financial Modeling
Education
Boston College
Mathematics, Economics
Pepper Hamilton LLP 2013 - Present
Weil Gotshal and Manges, LLP 2012 - 2013
Weil Gotshal and Manges May 2011 - August 2011
Cape Cod & Islands District Attorney's Office June 2010 - August 2010
State Street June 2008 - August 2008
Education
Boston College Law School 2009 — 2012
JD
Boston College 2005 — 2009
Bachelor's degree, Economics, History
Immaculate Heart Academy 2001 — 2005
Acadian Asset Management June 2014 - Present
Wellington Management July 2012 - June 2014
State Street September 2010 - July 2012
State Street November 2008 - September 2010
State Street September 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, DTC, SWIFT messages, Reuters, Photoshop, Equities, ETFs, Fixed Income, Emerging Markets, Securities, Hedge Funds, Alternative Investments
Education
Boston University 2013 — 2016
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communications
State Street September 2012 - Present
State Street March 2011 - October 2012
Boston College Residential Life September 2009 - May 2010
Boston College Dining Services October 2008 - May 2010
Cooper Surgical June 2008 - August 2008
Education
Boston College 2006 — 2010
B.S., Finance, Accounting
The MathWorks September 2008 - Present
Authoria December 2005 - August 2008
State Street August 2005 - December 2005
Shell Oil June 2004 - August 2005
First National Bank of South Africa November 2000 - January 2004
Investec November 1998 - October 2000
IBM November 1995 - October 1998
Plan-iT November 1994 - January 1995
Skills
Software Project..., SDLC, Program Management, Project Management, Business Analysis, Business Process, Agile Methodologies, Cross-functional Team..., Requirements Analysis, Management, Requirements Gathering, Change Management, Process Improvement, Consulting, Agile Project Management, Information Technology, Software Implementation, IT Management, People Management, People Development, Account Management, Business Strategy, Customer Relations, Oil & Gas, Energy, GIS, Relationship Management, Sales, Use Case, Strategic Planning, IT Strategy, Business Management
Education
Bond University 2000 — 2002
MBA, Masters of Business Administration
University of the Witwatersrand 1991 — 1995
Bachelor’s Degree, Town and Regional Planning
State Street June 2015 - Present
St. Ignatius Loyola Catholic Church September 2012 - May 2015
Pioneer Investments 2014 - 2014
Alexion Pharmaceuticals, Inc. June 2013 - August 2013
Yale-New Haven Community Medical Group June 2012 - August 2012
Landon Lumber Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Boston College 2011 — 2015
Bachelor's Degree, Economics
Hopkins School 2006 — 2011
State Street December 2012 - Present
Interactive Brokers August 2010 - March 2012
UBS Investment Bank August 2008 - August 2010
UBS Investment Bank January 2008 - August 2008
UBS Investment Bank July 2007 - January 2008
Education
Boston College 2003 — 2007
BS, Operations & Technology Management, Marketing
Boston Latin School 1997 — 2003
Dana Farber Cancer Institute November 2009 - Present
State Street July 2007 - June 2009
Investors Bank & Trust May 2002 - July 2007
Education
Boston College 1997 — 2001
Economics
PricewaterhouseCoopers (PwC) January 2009 - Present
Boston College September 2004 - December 2008
Federal Reserve Bank of Kansas City June 2008 - August 2008
State Street June 2007 - August 2007
Federal Reserve Bank of Boston June 2006 - August 2006
Congressional Budget Office June 2005 - August 2005
Ingersoll Machine Tools June 2003 - August 2004
Skills
Intellectual Property, Economics, Valuation, Litigation Support, Statistics, Pricing, Tax, International Tax, Audit, Risk Management, Econometrics, Stata, Dispute Resolution, Cross-border..., Planning, Transfer Pricing, Economic Research, Corporate Finance, Mergers & Acquisitions, Bloomberg, Research, Macroeconomics, Due Diligence, Auditing, Business Valuation
Education
Boston College 2004 — 2008
PhD, Economics
Boston College 2004 — 2006
MA, Economics
University of Illinois at Urbana-Champaign
BS, Computer Engineering
Morton West High School
State Street June 2007 - Present
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust February 2002 - August 2004
Funds Distributor, Inc 1999 - 2001
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Analysis, Financial Reporting, Treasury Services, Cash Management, Mentoring, Project Management, Data Analysis, Talent Mining, Organizational..., Organizational Learning
Education
Boston College 1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Agawam High School
Deloitte & Touche January 2003 - Present
Tofias PC October 2001 - December 2002
PricewaterhouseCoopers May 2000 - August 2001
State Street September 1999 - May 2000
Skills
Forensic Accounting, SEC filings, Internal Controls, CPA, Auditing, Accounting, Due Diligence, Financial Analysis, Sarbanes-Oxley, Litigation Support, Financial Reporting, US GAAP
Education
Boston College 1995 — 1999
BS, Accounting
Toms River High School East 1991 — 1995
State Street September 1996 - Present
Skills
Fund Accounting, Equities, Bloomberg, Financial Services
Education
Boston College 1992 — 1996
Bachelor of Arts, Economics
Massachusetts Institute of Technology (MIT) June 2015 - Present
McGraw-Hill Education April 2014 - June 2015
WEGO Health September 2013 - March 2014
Harvard University February 2011 - August 2013
Genuine Interactive June 2010 - February 2011
Brightcove July 2009 - May 2010
Arnold Worldwide October 2008 - July 2009
State Street April 2008 - July 2008
Fidelity Communications and Advertising February 2007 - January 2008
Fidelity Investments, PAS Client Communications September 2006 - February 2007
Skills
Interactive..., Social Media, Project Management, Digital Media, User Experience, Web Project Management, Digital Marketing, Digital Strategy, Interactive Marketing, Google Analytics, Project Planning, Project Delivery, Process Improvement, Marketing, Marketing Communications, CRM, Social Networking, Strategy, Integrated Marketing, Social Media Marketing, Advertising, Content Management, Marketing Strategy, CMS, Public Relations
Education
Harvard University 2011 — 2015
Master of Liberal Arts in Extension Studies, Psychology, 3.9
Boston College 2000 — 2004
BA, Communications, Music
State Street January 2012 - Present
Brown Brothers Harriman March 2006 - January 2012
State Street 2003 - 2006
State Street 1994 - 2006
Skills
Series 7, Process Improvement, Trading, Investment Banking, FX Options, Financial Modeling, Series 63, Investment Management, ETFs, Settlement, Project Management, Bonds, Asset Allocation, Client Services, Operational Risk...
Education
Boston College
State Street August 1994 - Present
State Street 1994 - Present
Education
Boston College
Lockheed Martin Investment Management Company May 2014 - Present
State Street February 2008 - May 2014
Fidelity Investments April 2007 - February 2008
Boston Advisors September 2005 - February 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Securities, Hedge Funds, Asset Managment, Alternative Investments, Financial Services, Performance Attribution, Investments, Product Management, Derivatives, Venture Capital, Private Equity, Client Facing Skills, Technical Presentations, Quantative Analysis, Institutional Investors, Analytical Skills, Portfolio Performance..., Multi-asset Class..., Asset Allocation, Asset Management, Institutional..., Investment Management, Investment Strategies, Performance Measurement, Portfolio Management, Fund Of Funds, Bloomberg Terminal, Financial Markets, Analytics, ETFs, Valuation, Bonds, Fund Administration, Capital Markets, Global Custody, Wealth Management, Client Services, Pension Funds, Relationship Management, Risk Management, Equity Valuation, Pensions, Due Diligence, Fixed Income Analysis, Finance
Education
Boston College
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Geneva
PhD Candiate, Biochemistry and Molecular Biology
State Street March 2015 - Present
ZeroChaos for Google January 2014 - Present
DC Linktank May 2013 - Present
Edunomics Lab June 2013 - August 2013
OECD Directorate for Education and Skills October 2011 - March 2012
Education Pioneers June 2011 - August 2011
GO Project June 2011 - August 2011
Michael Capuano for United States Senate December 2009 - December 2009
NYC Teaching Fellows June 2007 - June 2009
NYC Department of Education June 2007 - August 2007
Skills
Policy Analysis, Public Policy, Qualitative Research, Research, International Relations, International..., Political Science, Education Policy, Policy Writing, Politics, Stata, Operations Management, Program Evaluation, Public Speaking, Consulting, Spanish, Curriculum Development, Higher Education, Program Development, Editing, Photography, Economics, Microsoft Office, Public Management, Teaching, Proofreading, Data Analysis, K-12 Education, Education Finance, Educational Consulting, Web Analytics, Business Analytics
Education
Columbia University - School of International and Public Affairs 2010 — 2012
M.P.A.
The London School of Economics and Political Science (LSE) 2011 — 2012
M.P.A.
Fordham University 2007 — 2009
M.S.T.
Boston College 2003 — 2007
A.B. with magna cum laude (Phi Beta Kappa)
University of Oxford 2005 — 2006
Visiting Student (St. Edmund Hall)
Worcester Academy 1999 — 2003
State Street March 2015 - Present
ZeroChaos for Google January 2014 - Present
DC Linktank May 2013 - Present
Edunomics Lab June 2013 - August 2013
OECD Directorate for Education October 2011 - March 2012
Teach For America June 2011 - August 2011
Education Pioneers June 2011 - August 2011
Michael Capuano for United States Senate December 2009 - December 2009
NYC Teaching Fellows June 2007 - June 2009
NYC Department of Education June 2007 - August 2007
Skills
Public Policy, Policy Analysis, International Relations, International..., Research, Political Science, Program Evaluation, Stata, Qualitative Research, Economics, Education Policy, Foreign Policy, Statistics, Consulting, K-12 Education, Teaching, Data Analysis, Higher Education, Educational Consulting, Policy, Operations Management, Writing, Editing, Proofreading, Public Speaking, Public Management, Microsoft Office, Spanish, Photography, Education Finance, Program Development, Program Management, Web Analytics, Politics, Comparative Politics, Strategy, Business Analytics, Fund Administration
Education
Columbia University - School of International and Public Affairs 2010 — 2012
M.P.A.
The London School of Economics and Political Science (LSE) 2011 — 2012
M.P.A.
Fordham University 2007 — 2009
M.S.T.
Boston College 2003 — 2007
A.B. with magna cum laude (Phi Beta Kappa)
University of Oxford 2005 — 2006
Visiting Student (St. Edmund Hall)
Worcester Academy 1999 — 2003
Michael Kim Associates August 2011 - Present
Michael Kim Associates November 2010 - August 2011
Brown Brothers Harriman April 2008 - September 2009
State Street March 2007 - March 2008
Investors Bank & Trust September 2004 - February 2007
Cambridge Search 2004 - 2004
Skills
Microsoft Excel, Bloomberg, Project Management, Microsoft Office, Photoshop, SketchUp, Revit, AutoCAD, Design Research, Architectural Design, Adobe Creative Suite, Financial Analysis, Sustainable Design, Architectural Drawings
Education
Boston Architectural College 2009 — 2015
M.Arch, Master in Architecture
Lafayette College 2000 — 2004
AB, Economics and Business
State Street February 2014 - Present
Boston University School of Law September 2012 - July 2013
U.S. District Court for the District of Massachusetts September 2012 - December 2012
Sullivan & Worcester LLP May 2012 - August 2012
U.S. Department of Justice May 2011 - July 2011
Sullivan & Cromwell LLP June 2008 - July 2010
Tufts Medical Center June 2005 - June 2008
Education
Boston University School of Law 2011 — 2013
J.D., cum laude
Villanova University School of Law 2010 — 2011
Boston College 2004 — 2008
B.A., Economics, History
SpotXchange April 2015 - Present
Brown Brothers Harriman April 2008 - April 2015
State Street September 2006 - April 2008
State Street September 2006 - April 2008
Skills
Mutual Funds, Management, Fixed Income, Securities, Financial Services, Series 63, Equities, Investments, Portfolio Management, Hedge Funds
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Boston College 2002 — 2006
Bachelor's degree, Political Science and Government
Brafton Inc. September 2013 - Present
MBTA June 2012 - September 2012
State Street November 2008 - September 2010
State Street December 2006 - November 2008
State Street September 2005 - December 2006
Skills
Investments, Financial Analysis, Microsoft Excel, Quickbooks, Salesforce.com, PeopleSoft, Bloomberg, Bloomberg Terminal
Education
University of Massachusetts, Amherst 2001 — 2005
Economics
Boston College
Courses towards MBA
Northeastern University
Courses towards MBA
State Street 2010 - Present
State Street 2005 - 2010
Skills
Fund Accounting, Microsoft Office, Fund Administration, Bloomberg, Equities, Financial Services, Financial Analysis, Fixed Income, Securities, Risk Management, Microsoft Excel, Investments, Customer Service
Education
Boston College
Bachelor’s Degree, Accounting
Boston College
Accounting
BlackRock March 2012 - Present
State Street June 2000 - March 2012
Skills
Fixed Income, Portfolio Management, ETFs, Bloomberg, Asset Management, Investments, Alternative Investments, Mutual Funds, Portfolio Strategy, Hedge Funds, Asset Allocation, Investment Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA, Investments
Boston College 1996 — 2000
BS, Economics and Strategic Management
Boston Latin School 1992 — 1996
State Street December 2011 - Present
State Street Global Markets September 2010 - December 2011
State Street Global Markets October 2006 - September 2010
Skills
Leadership, Business Development, Investment Management, Product Management, Defined Contribution, Fixed Income, Manager Selection, 401k, Stable Value, Risk Analysis, Trading, Financial Risk, Capital, Basel III, Financial Modeling, Capital Markets, Cash Management
Education
University of Massachusetts Boston 2014 — 2015
Fellow, 2015 Emerging Leadership Program
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Corporate Finance
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Boston College High School
State Street January 2008 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Finance and Economics
Nutter McClennen & Fish LLP September 2014 - Present
Keller Williams Realty, Inc. March 2013 - Present
U.S. Department of Justice March 2012 - September 2014
State Street July 2011 - March 2012
State Street November 2009 - June 2011
Investor Group Services (IGS) June 2008 - October 2008
Pomperaug Football 2002 - 2004
Skills
Market Research, PowerPoint, Excel, Account Reconciliation, Analysis, Mutual Funds, Financial Analysis, Data Analysis, Microsoft Office, Finance, Financial Reporting, Research, Business Strategy, Strategic Planning, Customer Service, Project Management, Access, Accounting, Bloomberg, Microsoft Excel, Financial Statements, Budgets, Financial Modeling, Sales, Financial Services, Management, Social Media, Internal Audit, Microsoft Word, Public Speaking
Education
Suffolk University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Bond University 2007 — 2007
Finance, General
Boston University
Real Estate Finance
Crescent Capital Group June 2015 - Present
Citco Fund Services June 2012 - May 2015
International Fund Services August 2008 - March 2012
State Street August 2007 - August 2008
Skills
Accounting, Financial Analysis, Excel, Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Pricing, Fund Administration, NAV, Equities, Account Reconciliation, Bloomberg Terminal
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
Kaiser Permanente 2012 - 2013
Signature Healthcare Brockton Hospital 2009 - 2012
Fidelity Investments, Fidelity Technology Group 1997 - 2009
Partners HealthCare, Brigham and Women's Hospital 1994 - 1997
Digital Equipment Corporation 1984 - 1994
State Street 1982 - 1984
Skills
Vendor Management, Capital Budgeting, Benchmarking, Cost Management, Management, Healthcare, Financial Analysis, Forecasting, Process Improvement, Budget, Budgets, Business Analysis, Strategic Financial..., Finance, Managerial Finance, Mergers & Acquisitions, Analysis, Leadership, IT Management, Cross-functional Team..., Financial Modeling, Program Management, Internal Controls, Financial Forecasting, Operations Management, Investments, Financial Services, Essbase, Business Process..., Accounting
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1990
MBA, Finance
Boston College 1978 — 1982
BS, Accounting
Deloitte Tax LLP October 2011 - Present
State Street September 2010 - September 2011
Deloitte Tax LLP July 2007 - September 2010
Teradyne July 2006 - October 2006
Gateway Arts May 2005 - August 2005
State Street June 2003 - August 2003
Massachusetts Supreme Judicial Court: Judicial Youth Corps June 2001 - August 2001
Boston Public Schools: A+ Saturday Academy September 1999 - June 2001
UMASS Boston: Writer's Workshop 1998 - 1999
Skills
Tax, SEC filings, Financial Reporting, Accounting, US GAAP, Corporate Tax, Account Reconciliation, Tax Accounting, International Tax, Tax Research, CPA, Tax Returns, Income Tax
Education
Boston College 2003 — 2007
Bachelor of Science, Accounting, History, Pre-Law
Boston Latin School 1997 — 2003
Exam Preparatory School, 7th to 12th Grades
Brown Brothers Harriman July 2013 - Present
State Street June 2012 - July 2013
Choate, Hall & Stewart LLP September 2000 - June 2012
Skills
Securities Regulation, Securities, Corporate Governance, Mergers, Equities, Venture Capital, Corporate Law, Private Equity, Contract Negotiation, Mergers & Acquisitions
Education
Boston College Law School 1997 — 2000
JD
Boston College 1993 — 1997
BA
State Street
Skills
audit coordination, monthly reporting for..., Fund Accounting
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting and Finance
State Street Bank June 2005 - Present
State Street Global Advisors July 2004 - June 2005
State Street August 2000 - July 2004
PNC Financial Services Group August 1997 - August 2000
Skills
Fixed Income, Bloomberg, Valuation, Credit Analysis, Portfolio Management, Structured Products, Credit, Credit Risk, Investments, Financial Analysis, Financial Risk, Bonds, Trading, Securities, Financial Services, Loans
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
Boston College 1993 — 1997
BS, Management
State Street July 2009 - Present
State Street October 2007 - March 2009
Investors Bank & Trust May 2005 - October 2007
KPMG December 2003 - April 2005
State Street April 2000 - November 2003
Skills
Hedge Funds, Alternative Investments, Financial Services, Tax, Private Equity, Investments, Financial Analysis, Financial Reporting, Accounting, Equities
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics
J.P. Morgan February 2014 - Present
J.P. Morgan August 2010 - February 2014
State Street October 2009 - August 2010
Prudential Financial June 2008 - August 2008
Education
Boston College 2005 — 2009
BSc, Finance, Accounting
S&P Capital IQ January 2015 - Present
S&P Capital IQ March 2012 - December 2014
State Street September 2010 - March 2012
Skills
Capital IQ, Capital Markets, Finance, Mergers & Acquisitions, Sales, Bonds, Quantitative Analytics, Business Development, New Business Development, Strategic Planning, Sales Management, Negotiation, Account Management, Marketing Strategy
Education
Boston College
Bachelor of Arts, Economics
St. John's Prep
Raytheon April 2015 - Present
Raytheon April 2013 - April 2015
Raytheon April 2007 - April 2013
Pioneer Investments April 2006 - April 2007
State Street 2003 - 2006
Skills
Finance, Project Management, Government Proposals, Equity Trading, Business Analysis, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Financial Modeling, Bloomberg, Financial Analysis, Banking, Equities, DoD, Process Improvement, Program Management, Visio, Security Clearance, Management Consulting, Requirements Analysis, Integration
Education
Boston College 1999 — 2003
Bachelors of Science, Finance, International Studies
UMass Lowell 1999 — 1999
Economics
State Street November 2012 - Present
JP Morgan April 2006 - November 2012
State Street September 1995 - April 2006
Deloitte & Touche September 1991 - March 1993
Skills
Operations Management, Accounting, Finance, Business Relationship..., Project Management, Strategic Influence, Fund Administration, Alternative Investments, Asset Management, Banking, Client Services, Equities, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Global Custody, Hedge Funds, Investments, Management, Mutual Funds, Relationship Management, Risk Management, Securities, Strategy, Portfolio Management
Education
Boston College 1993 — 1995
MBA, Finance and International Mngt.
University of Hartford 1987 — 1991
BSBA, Accounting
Fidelity Investments April 2001 - Present
Boston Financial Data Services 1999 - 2001
CFDS, Limited 1996 - 1999
State Street 1982 - 1996
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Marketing
Boston College 1978 — 1982
Bachelor of Science (BS), Finance, General
State Street September 2013 - Present
JP Morgan Chase March 2010 - September 2013
Upromise Investments November 2009 - January 2010
Cambridge College September 2009 - November 2009
First American Title June 2008 - August 2008
Bank of America May 2007 - August 2007
Sheppard Mullin Richter & Hampton LLP May 2006 - August 2006
Education
Boston College 2005 — 2009
B.S., Finance / Corporate Reporting & Analysis
Dodge Data & Analytics July 2014 - Present
ITR Economics June 2013 - July 2014
PSNH January 2008 - June 2013
Rowing News Magazine January 2006 - December 2007
McGraw-Hill Construction June 2002 - December 2005
Decision Economics, Inc. March 2000 - June 2002
State Street May 1997 - March 2000
Skills
Economics, Economic Modeling, Data Analysis, Macroeconomics, Analysis, Economic Forecasting, Econometrics, Microeconomics, Microsoft Excel, Forecasting, Access, Eviews, Econometric Modeling, Financial Modeling, Expert Witness, Excel, Public Speaking, Market Research, Strategic Planning
Education
Boston College 1993 — 1997
MA, Economics
University of Ottawa / Université d'Ottawa 1988 — 1993
B.A., Economics
Katz, Nannis + Solomon, P.C. November 2012 - Present
Boston College September 2013 - Present
McGladrey & Pullen October 2011 - July 2012
Aspect Software 2012 - 2012
Caturano and Company October 2006 - September 2011
State Street August 2004 - May 2006
Skills
Auditing, Assurance, CPA, GAAP, Revenue Recognition, SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Reporting, IT Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
Manchester West High School
Wellington Management June 2006 - Present
State Street January 2004 - June 2006
Thomson Reuters 2002 - 2004
State Street October 1999 - September 2000
Skills
Risk Management, Management, Relationship Management, Investments
Education
Boston College
American Dental Partners January 2015 - Present
EMD Shared Services America July 2011 - January 2015
QueBIT Consulting 2010 - 2011
Financial Services Company July 2004 - October 2009
Financial Services Company March 1999 - July 2004
State Street April 1998 - March 1999
State Street September 1996 - April 1998
State Street April 1995 - September 1996
State Street November 1991 - April 1995
Skills
Business Analysis, SQL, Visio, Financial Analysis, GAUSS Financial..., IBM Cognos TM1, SAP BW
Education
Boston College 1985 — 1987
Master of Arts, Mathematics
Boston Latin Academy
Northeastern University
Object Oriented Programming
Suffolk University
Bachelor of Science, Mathematics and Computer Science
State Street January 2014 - Present
Education
Boston College
Financial Engines November 2014 - Present
State Street March 2014 - November 2014
State Street September 2012 - March 2014
Atlantic Trust Private Wealth Management March 2011 - September 2012
Needham Electric Supply Corp. (NESCO) May 2010 - March 2011
Roche Bros. Supermarkets September 2003 - May 2010
Skills
Securities, Bloomberg, Mutual Funds, Equities, Investments, Accounting, Pricing, Account Reconciliation, Auditing, Month End Close, Multi-currency Horizon, Microsoft Excel, Financial Analysis, Financial Accounting, Financial Reporting, Corporate Actions, Wealth Management, Eclipse, ETFs, Financial Services, Investment Advisory, 401k
Education
University of Massachusetts Boston 2012 — 2014
MBA
Salem State College 2006 — 2010
Bachelor of Science, Business Administration and Management, General
Bond University 2009 — 2009
Management
Brown Brothers Harriman November 2010 - Present
State Street July 2007 - February 2009
Skills
Financial Reporting, Bloomberg, Fund Accounting, Securities, Hedge Funds, Financial Analysis, Fixed Income, Budgets, Equities, Financial Services, Mutual Funds, Derivatives
Education
Boston College 2002 — 2004
M.S., Finance
University of California, Berkeley 1995 — 1999
BA, Economics
AngelsGlobal Inc. June 2015 - Present
Consulting Company August 2014 - May 2015
State Street September 2013 - May 2014
Mirus Capital Advisors June 2013 - August 2013
Haitong Securities February 2012 - July 2012
ThinkBridge Business Consulting Co., Ltd. September 2010 - January 2012
Skills
Financial Modeling, Accounting, Microsoft Office, Financial Reporting, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Corporate Finance, Mandarin, Auditing, Equity Research, Microsoft Word, Research, Bloomberg, Market Research, Economics, English, Certifications, SQL, R
Education
Boston College 2012 — 2014
Dual Master of Business Administration (MBA) and Master of Science in Finance (MSF) Degrees, Asset management
Fudan University 2006 — 2010
Bachelor, Business
University of California, Riverside 2009 — 2009
Finance, General
North Shore-LIJ Health System June 2015 - Present
Fable Health Networks September 2014 - Present
Epic July 2012 - December 2014
State Street June 2011 - September 2011
Pearson Partners, Inc. June 2009 - January 2011
Skills
Analysis, Microsoft Excel, Financial Analysis, Data Analysis, Research, Outlook, PowerPoint, Access, Microsoft Office, Microsoft Word, Time Management, Risk Management, Project Planning, Process Improvement, Sales, Financial Reporting, Public Speaking
Education
Boston College 2009 — 2012
Bachelor of Arts, Philosophy, 3.6
The George Washington University 2008 — 2009
3.9
State Street June 2015 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA (Full-Time), Finance
Boston College
M.A., Applied Developemental and Educational Psychology
Boston College
BA, human development, communications (double major)
Fidelity Investments August 2014 - Present
State Street August 2007 - August 2014
Education
Boston College 2001 — 2005
BS, Finance
State Street August 2015 - Present
Skills
Legal Research, Legal Writing, Criminal Law, Trials, Legal Issues, Research, Westlaw, Negotiation, Management, Contract Negotiation
Education
University of New Hampshire Law School (formerly Franklin Pierce Law Center) 2008 — 2011
J.D.
Emmanuel College 2003 — 2005
M.S.
Boston College 1999 — 2003
BA
St. Paul's School
Advanced Studies Program
Winnacunnet H.S.
State Street June 2015 - August 2015
WilmerHale June 2014 - August 2014
Charles River Laboratories May 2013 - August 2013
Education
Boston College 2012 — 2016
Cytel September 2013 - Present
State Street October 2008 - August 2009
State Street November 2006 - October 2008
Skills
Microsoft Office, Marketing Automation, Marketing, Analysis, Data Management, Analytics, Data Analysis, VBA, CRM, Financial Statements, Accounting, Research, Clinical Trials, Salesforce.com
Education
Harvard Extension School 2013 — 2013
Principles of Financial Accounting
Boston College 2001 — 2005
Bachelor of Science (BS), Philosophy
Lancaster University 2003 — 2004
Bachelor of Science (BS), Political Science and Government
Boston College Law School
Bachelor of Arts (BA)