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
Anthem Inc. February 2013 - Present
Anthem Inc. March 2010 - February 2013
State Street May 2008 - August 2008
Skills
Financial Analysis, Healthcare, Health Insurance, Financial Modeling, Data Analysis, Business Analysis, Microsoft Office, Contract Negotiation, Insurance, Microsoft Excel, Process Improvement, Access, Healthcare Industry, Healthcare Reimbursement, Healthcare Analytics, Provider Network...
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.A., Economics, Minor in History
Teliris July 2011 - June 2012
RBC Capital Markets September 2006 - April 2008
JPMorgan Chase September 2004 - February 2006
Entergy May 2003 - February 2004
State Street August 1999 - June 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Capital Markets, Equities, Investment Banking, Equity Research, Finance, Fixed Income, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Finance and Marketing
Boston College 1995 — 1999
BS, Finance
HealthEquity December 2013 - Present
HealthEquity May 2011 - December 2013
Zions Bank October 2006 - May 2011
MassMutual Financial Group January 2002 - October 2006
Fidelity Investments 1993 - 2002
State Street 1989 - 1993
Education
Brigham Young University 2007 — 2009
MBA
Boston College 1982 — 1986
BA/BS, Political Science/Economics
Lending Club September 2014 - Present
Salus Capital Partners October 2013 - May 2014
Bank of America May 2013 - August 2013
Charles Schwab January 2012 - August 2012
Lord, Abbett & Co. LLC October 2007 - January 2012
State Street December 2006 - October 2007
State Street June 2006 - December 2006
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2002 — 2006
Bachelor of Arts
BI-SAM January 2013 - Present
StatPro September 2011 - January 2013
GainsKeeper June 2009 - September 2011
SS&C Technologies May 2004 - June 2009
Eagle Investment Systems 2000 - 2003
State Street September 1994 - April 2000
Skills
Negotiation, Asset Managment, Salesforce.com, Business Development, Financial Services, Sales, Relationship Management, Account Management, Closing Business, Banking, Mutual Funds, Fixed Income, Asset Management, Management, Securities, Hedge Funds, Equities, Sales Process, Investments, Portfolio Management, CRM, Financial Markets
Education
Boston College
MBA
Syracuse University
Bachelor's degree
State Street July 2014 - Present
ICAP June 2012 - August 2012
Square January 2012 - June 2012
Apple January 2011 - December 2011
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Bitcoin, Microsoft SQL Server, R, Swift, Python, Ruby
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Regis High School 2005 — 2009
Mixpanel, Inc. April 2015 - Present
StellaService May 2013 - April 2015
FactSet Research Systems June 2011 - May 2013
StreetWise Partners 2009 - May 2012
Capital IQ June 2006 - May 2011
State Street 2006 - 2006
Chubb Insurance 2005 - 2005
Pearson 2005 - 2005
Skills
Equities, Investment Banking, Management, Mentoring, Business Strategy, Mergers & Acquisitions, Sales, Private Equity, Strategy, Social Media, Start-ups, Business Development, Competitive Analysis, Financial Modeling, Product Development
Education
Boston College 2002 — 2006
Cohasset High School
State Street June 2010 - Present
Fidelity Investments May 2008 - September 2009
EBSCO Publishing 2007 - 2008
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
One World Communications September 2010 - Present
U.S. Bank August 2006 - August 2010
BNY Mellon 2003 - 2006
Chase 2000 - 2003
State Street 1996 - 2000
Skills
Team Building, Business Strategy, Customer Service, Sales Management, Business Analysis, Sales, Change Management, Negotiation, Business Development, Strategy, Competitive Analysis, Executive Management, Cross-functional Team..., Portfolio Management, Investments, Management, Entrepreneurship, Start-ups, Strategic Financial..., Banking, Finance, Wealth Management, Coaching, Sales Operations, Management Consulting, Financial Services, Series 7, Risk Management, Financial Analysis, Relationship Management, Mortgage Lending, Insurance, Business Process..., Leadership, Due Diligence, Commercial Lending, Mergers & Acquisitions, Financial Planning
Education
Boston College
BS, Business Management
General Dynamics Information Technology December 2012 - Present
Woodland Golf Club May 2007 - Present
State Street May 2011 - November 2012
Eastern Connection October 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Program Management, Process Improvement
Education
Boston College 2010 — 2011
Continuing Ed. Accounting
Brandeis University 2006 — 2010
B.A., Politics, History & Economics
Fleetmatics February 2013 - Present
State Street March 2012 - September 2012
Skills
Equities
Education
Boston College 2007 — 2010
Bachelor's degree, Business/Corporate Systems
Fessenden
St. Mark's School
Accenture September 2014 - Present
ReNEW Schools Charter Management Organization June 2014 - August 2014
Accenture June 2013 - August 2013
KIPP New Orleans 2011 - June 2012
Teach For America 2009 - 2011
KIPP New Orleans June 2010 - August 2010
State Street June 2008 - August 2008
Education
Duke Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.A.
Tuck School of Business at Dartmouth 2007 — 2007
Jones Trading April 2013 - Present
State Street January 2012 - April 2013
Pulse Trading November 2005 - January 2012
Skills
Series 7, Series 63, Bloomberg
Education
Boston College 1989 — 1993
School of Management, Marketing
Lawrence Academy 1985 — 1989
Boston College June 2013 - Present
State Street July 2012 - May 2013
St. Columbkille Summer Program August 2010 - July 2012
Boston College Student Radio WZBC 90.3 FM January 2010 - May 2012
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, Econometrics, Analysis, Leadership, Stata, Outlook, Accounting, HTML, General Ledger, Data Analysis, Microsoft Word, VBA, Excel Models, Public Speaking, Nonprofits, Teaching, Community Outreach, Qualitative Research, Quantitative Analytics, French, SAS, Visual Basic
Education
Boston College 2008 — 2012
Bachelor of Arts, Economics, GPA: 3.76
Venice International University 2011 — 2011
Humanities and Social Services
Belmont High School 2004 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Yext June 2014 - Present
BNY Mellon February 2012 - June 2014
BNY Mellon March 2010 - May 2012
White Cherry Entertainment, Triage Entertainment October 2008 - March 2010
State Street September 2007 - June 2008
Skills
Fixed Income, Bloomberg, Mutual Funds, Video Production, Financial Services, Asset Management, Business Analysis, Risk Management, Equities, Geomarketing, Strategy, Securities, Hedge Funds, Program Management, Outsourcing, Relationship Management, Microsoft Excel, Management, Financial Analysis
Education
Boston College 2003 — 2007
B.S., Marketing Management, Human Resources Management, Leadership Management
Chelmsford High School 1999 — 2003
United States Department of Defense 2012 - Present
Greenberg Traurig, LLP 2010 - 2011
Roberta Schreiber PC 2005 - 2010
State Street 2008 - 2008
Skills
Outlook, Legal Research, Westlaw, Lexis, Microsoft Word, Microsoft Office, Estate Planning, Investments, Public Policy, PowerPoint, Research, Contract Negotiation, Microsoft Excel
Education
Boston College 2006 — 2010
Bachelor's degree, Economics, 3.9 Summa Cum Laude
American University of Rome 2009 — 2009
Semester Abroad
State Street Corporation June 2012 - Present
State Street August 2007 - June 2012
State Street September 2000 - July 2007
Skills
Banking, Fixed Income, Financial Services, Global Custody, Mutual Funds, Corporate Actions, Equities, Securities, Asset Management, Financial Risk, Training, Derivatives, Trading, Bloomberg, Fund Accounting, Internal Controls, Relationship Management, Investment Banking, Investments, Hedge Funds, Risk Management, Portfolio Management, Financial Markets, Finance, Financial Analysis, Corporate Finance, Operational Risk..., Back Office, Analysis, Business Analysis, Operational Risk, Business Requirements, FX Options, Requirements Gathering, Settlement, Account Reconciliation, Cash Management, Business Continuity, Bonds, Financial Reporting, Bloomberg Terminal, Strong managerial and..., Exceptional client..., Proficient with..., Training program design...
Education
Muscular Therapy Institute 2000 — 2002
Certification, Muscular Theraphy
Boston College
State Street April 2015 - Present
State Street June 2014 - April 2015
State Street July 2012 - June 2014
Boston College September 2008 - May 2012
State Street June 2011 - September 2011
The R.O.S.E. Fund May 2010 - August 2010
Renewal House September 2009 - May 2010
Skills
Microsoft Office, International Relations, Mac OS X, FileMaker, Social Networking Sites, Donor Perfect, PowerPoint, Research, Microsoft Excel, PeopleSoft, Microsoft Word, Data Analysis, Public Speaking
Education
Boston College 2008 — 2012
B.A., International Relations
National University of Ireland, Galway 2010 — 2011
International Relations
State Street June 2015 - Present
Citi July 2012 - June 2015
Citi May 2011 - August 2011
Xerox June 2010 - August 2010
Urban Health Plan June 2009 - August 2009
Skills
Product Management, Project Management, Marketing, Financial Analysis, Business Development, Strategy, P&L Management, Analytics, Banking, Relationship Management, Business Transformation, Credit, Payments, Finance
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General
Santander Bank, N.A. March 2014 - Present
State Street August 2011 - March 2014
State Street August 2010 - July 2011
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Skills
Finance, Budgets, Financial Planning, Financial Forecasting, Financial Analysis, Financial Modeling, Microsoft Excel, Access, PowerPoint, Analytics, SEC Filings
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance, Management and Leadership
Xaverian Brothers High School 2002 — 2006
Temperature@lert June 2015 - Present
State Street Corporation - Global Markets February 2002 - Present
State Street July 2001 - January 2002
Eze Castle Communications February 2000 - July 2001
International Business Machines August 1998 - February 2000
United States Department of Defense July 1997 - August 1998
Skills
FX Options, Electronic Trading, Software Development, Java Enterprise Edition, SWIFT payments, JMS, Market Analysis, Server Architecture, Program Management, Consulting, Team Building, Bloomberg, Fixed Income, Derivatives, Equities, Portfolio Management, Trading, Trading Systems, Software Project..., Business Analysis, SaaS, IT Strategy, SDLC, Hedge Funds, Software Engineering, Competitive Analysis, Product Management
Education
MIT Sloan School of Management 2012 — 2014
Executive MBA
Boston College 1993 — 1997
BA, Mathematics, Computer Science
Ellington High School 1989 — 1993
Rockland Trust June 2014 - Present
TD Bank Group November 2013 - June 2014
TD Bank Group March 2011 - November 2013
Sun American Bank January 2007 - March 2010
Independent Community Bank July 2004 - January 2007
Seacoast National Bank July 2003 - July 2004
State Street 1998 - 2000
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Financial Analysis, Retail Banking, Credit Risk, Risk Management
Education
Boston College 1995 — 1998
BA, Psychology
Tulane University 1994 — 1995
Notre Dame Academy 1990 — 1994
State Street April 2007 - Present
Bank of America July 2005 - April 2007
Fidelity Investments September 1996 - July 2004
Skills
Financial Services, Human Resources, Personnel Management, Deferred Compensation, Management
Education
Suffolk University 2000 — 2005
M.B.A., Organizational Development
Boston College 1991 — 1995
B.A., English
State Street September 2014 - Present
State Street Bank April 2014 - August 2014
Boston College Human Resources Service Center September 2013 - December 2013
Boston College Campus Ministry September 2010 - December 2013
illustra June 2013 - October 2013
Boston College Psychology Department October 2011 - August 2012
Boston College Swing Kids September 2011 - May 2012
Boston College Office of Residential Life August 2011 - May 2012
Burlington County Superior Court House Domestic Violence Unit June 2011 - August 2011
Dorchester Neighborhood Service Center September 2010 - May 2011
Skills
Blogging, Research, Leadership, Leadership Development, Interviews, Policy, Program Management, Analysis, Community Outreach, Nonprofits, Higher Education, Public Speaking, Editing, Teaching, Fundraising
Education
Boston College 2009 — 2013
Bachelor of Sciences, Psychology
U.S. Bank May 2011 - May 2012
Suffolk University 2011 - 2012
U.S. Bank April 2006 - August 2009
U.S. Bank February 2003 - April 2006
State Street February 2000 - February 2003
Skills
Corporate Trust, Structured Finance, Trusts, Charitable Trusts, Revocable Trusts, Unit Trusts, Estate Planning, Bonds, Compliance Operations, Document Review, CDO, Relationship Management, Analysis, UCC filings, Trust Operations, Trustee, Trust Services, Training, Banking, Bloomberg, Civil Litigation, Financial Analysis, Financial Services, Finance, Fixed Income, Legal Research, Legal Writing, Investments, Litigation, Management, Portfolio Management, Securities
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.), Trusts and Estates
Boston College 1993 — 2002
Bachelor of Arts (BA), Management Information Systems, General
SmartPak October 2013 - Present
State Street January 2012 - October 2013
State Street Corporation October 2009 - February 2012
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, SharePoint, Microsoft Word, Lotus Notes
Education
Boston College 2007 — 2009
Bachelor of Science, Carroll School of Management - Marketing
Westfield State College 2004 — 2007
Business Administration
Citizens Financial Group, Inc. May 2015 - Present
State Street January 2015 - April 2015
Welch Consulting June 2013 - July 2014
Summit Consulting, LLC May 2012 - August 2012
Institute for International Economic Policy - George Washington University January 2012 - May 2012
British Embassy September 2011 - December 2011
Rhode Island Governmental Internship Program May 2011 - August 2011
United States Senate September 2010 - December 2010
Skills
Statistics, Stata, Microsoft Office, SAS, Economics, Microeconomics, Macroeconomics, SPSS, Politics, OS X, Matlab, Eviews, Government, Community Outreach, PowerPoint, Bloomberg, Maple, LaTeX, Data Analysis, Unix
Education
Boston College 2014 — 2015
Master's Degree, Finance, General
The George Washington University 2009 — 2013
BS, Major Economics and Minor Political Science, Magna Cum Laude
Chartered Financial Analyst Program
Goldman Sachs January 2005 - Present
State Street August 2002 - December 2004
M.H. Meyerson & Co. December 1999 - May 2002
International Paper August 1997 - December 1999
Skills
Financial Analysis, Hedge Funds, Portfolio Management, Investments, Financial Modeling, Fixed Income, Finance, Asset Management, Equities, Valuation, Bloomberg
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Finance, General
Boston College, University Advancement June 2014 - Present
Boston College, University Advancement September 2012 - May 2014
Boston College, University Advancement March 2012 - September 2012
State Street June 2010 - August 2010
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Boston Latin School 2004 — 2010
High School Diploma
Pioneer Investments June 2014 - Present
Pioneer Investments November 2008 - June 2014
Pioneer Investments June 2003 - November 2008
State Street June 2002 - June 2003
Pioneer Investments August 1995 - June 2002
Skills
Fixed Income, Bloomberg, Risk Management, Risk Analytics, Performance Measurement, Peer Group Analysis, Fixed Income Analysis, Business Analysis, UCITS, Performance Attribution, Barclays Point, Risk Models, Risk Monitoring, Board of Directors..., VBA, Microsoft Excel, BlackRock Aladdin, Credit Derivatives, Interest Rate..., Risk Assessment, Alternative Investments, Operational Risk..., Counterparty Risk
Education
Boston University 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
Moors & Cabot March 2009 - August 2009
Russell Reynolds Associates October 2008 - December 2008
State Street June 2008 - August 2008
Education
Boston College 2006 — 2010
BS, Finance, Management and Leadership
Marblehead High 2002 — 2006
State Street Managing DirectorState Street Global Markets - Global link2007 - Present
State Street Global Markets 1998 - Present
Thomson Financial 1995 - 1998
Skills
Alternative Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Trading Systems, Series 7, Financial Markets, Investments, Financial Services, Capital Markets, Bloomberg, FX Options, Relationship Management, Electronic Trading, Asset Managment
Education
Boston College 1991 — 1995
BS, Finance, Philosophy
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
State Street July 2013 - Present
Cindy's Planet Ice Cream / Pizza & Grill July 2010 - Present
State Street July 2013 - August 2014
Chinatown Adventure July 2010 - August 2012
Skills
HTML, CSS, Photoshop, Microsoft Word, Microsoft Excel, Outlook
Education
Boston College 2014 — 2018
Bachelor's Degree, Communication and Media Studies
Boston Latin School 2008 — 2014
High School
State Street May 2012 - Present
State Street August 2006 - April 2012
Investors Bank & Trust Company September 2004 - August 2006
Alfa-Bank (Belarus) November 2002 - May 2004
Skills
Self-motivated, Team player, Possess good..., Financial Statements, Analysis, Budgets, Accruals, Mutual Funds, Analytical Skills, Asset, Time Management, Financial Reporting, Accounting, Business, Fund Administration, Securities, Finance, Financial Services
Education
Boston College 2005 — 2007
Certificate, Professional Studies in Accounting
Belarus State Economic University 2001 — 2002
Master of Science in Finance, Finance
Belarus State Economic University 1996 — 2001
Bachelor of Science in Banking and Finance, Banking
State Street June 2015 - Present
Andre-Lyons Productions June 2013 - Present
Keyence October 2014 - February 2015
Northwestern Mutual June 2014 - September 2014
peerTransfer July 2013 - September 2013
The Long Ridge Swim and Tennis Club, Inc June 2012 - September 2012
Wee Burn Country Club June 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Economics
Avon Old Farms 2008 — 2011
High School Diploma
State Street January 2013 - Present
State Street December 2009 - December 2012
State Street June 2009 - December 2009
FTI Consulting September 2008 - January 2009
Skills
Risk Management, Market Risk, Economics, Equities, Fixed Income, Operational Risk, Portfolio Management, Financial Statement..., Investment Policy..., Credit Risk, Credit, Capital Markets, Microsoft Office, Economic Research, Writing, Microsoft Excel, Bloomberg, PowerPoint
Education
Boston College 2005 — 2009
Bachelor's degree, Economics, History
The University of Glasgow 2008 — 2008
State Street April 2015 - Present
Capital Crossing Servicing Company LLC October 2013 - April 2015
U.S. Bank October 2012 - October 2013
AMPM Facility Services June 2011 - July 2012
Kelly Services May 2009 - May 2011
Ictus Initiative May 2010 - July 2010
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Research, Salesforce.com, Social Networking, Data Entry, New Business Development, Direct Marketing, Equities, Fluent in Albanian, Adobe Creative Suite, PC, Mac, Problem Solving, Advertising, Cold Calling, Fundraising, Loans, CLO, CDO, Sales Presentations, Customer Service, Customer Satisfaction, System Conversion, Data Conversion, US Equities, Cash Flow Forecasting, Comparable Analysis, Python, Microsoft SQL Server, Corporate Finance, Analysis, Portfolio Management, Event Planning
Education
Boston College 2007 — 2011
Bachelor of Applied Science (BASc), Finance, General
Boston College 2007 — 2011
Bachelor of Applied Science (BASc), Finance, General
State Street June 2014 - Present
Ceros Financial Services Inc. January 2012 - April 2014
Ceros Financial Services, Inc. May 1994 - January 2012
Hornblower Fischer AG May 1985 - July 1986
Fidelity Investments. (NFS) January 1982 - May 1985
Kidder Peabody January 1981 - January 1982
Skills
Operations/ Compliance, ETFs, Series 7, Trading, Investment Advisory, Financial Reporting, Series 24, Asset Management, Mutual Funds, Operations Management, Alternative Investments, Series 63, Securities, Investments, Investment Management, Hedge Funds, Financial Services, Investment Strategies, Asset Allocation
Education
Boston College 1975 — 1979
Bachelor's degree program, Political Science and Government, Minor in Accounting
Massachusetts Institute of Technology
non-degree, Commercial Real Estate Development
Long Wharf Real Estate Partners June 1999 - Present
Boston Partners Asset Management October 1997 - June 1999
State Street August 1995 - October 1997
The Boston Company August 1993 - August 1995
Skills
Finance, Underwriting, Valuation, Investment Properties, Asset Management, Investments, Real Estate Economics, Real Estate Development, Joint Ventures, Real Estate, Equities, Private Equity
Education
Boston College 1991 — 1993
Bachelor of Science (BS), Finance, General
Valley Forge Military Academy & College 1989 — 1991
Associate's degree, Business/Commerce, General
Health Advocate December 2014 - Present
Health Advocate January 2009 - December 2014
Health Advocate January 2008 - January 2009
Group Brokerage Insurance Agency October 2002 - 2008
State Street September 2001 - September 2002
Skills
Healthcare, Employee Benefits, New Business Development, Strategic Partnerships, Consultative Selling, Direct Sales, Sales, Corporate Benefits, Building Professional..., Health Savings Accounts, Selling, Management, Solution Selling, Sales Operations, Insurance, Enterprise Software, Business Development, Sales Process, Sales Management, Entrepreneurship, Consulting
Education
Boston College 1997 — 2001
Bachelor of science, Political Science
Boston College High School 1993 — 1997
Choate, Hall & Stewart January 2012 - Present
BNY Mellon August 2006 - October 2011
Cushing & Dolan, P.C. 2004 - 2006
Weston, Patrick, Willard & Redding 2003 - 2004
State Street 1999 - 2003
Education
Boston University School of Law 2003 — 2007
LLM, Taxation
Suffolk University Law School 1996 — 1999
J.D.
Boston College 1993 — 1996
B.A., English
Dickinson College 1992 — 1993
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
State Street May 2014 - Present
State Street February 2009 - Present
Analytical Testing Laboratories May 2007 - December 2008
Boston College January 2006 - May 2008
Massachusetts State Senate May 2006 - August 2006
Skills
Time Management, Management, Trading, Banking, Research, Bloomberg, Finance, Analysis, Microsoft Excel, Editing, Public Speaking, Financial Analysis
Education
Boston College 2004 — 2012
Boston College 2004 — 2012
BA and MS
Retired, Inc. May 2010 - Present
Hasbro, Inc November 2000 - May 2010
State Street 1998 - 2000
Shiva Corp 1997 - 1998
FTP Software December 1993 - February 1997
Sterling Bancshares April 1987 - December 1993
Skills
Investor Relations, Corporate Communications, Strategic Planning, Marketing Strategy, Public Relations, Crisis Communications, Business Strategy, Competitive Analysis, Marketing Communications, Integrated Marketing, Brand Management, Strategic Partnerships, Press Releases, Strategy, Marketing, Strategic Communications, Entrepreneurship, Media Relations
Education
Boston College
BS, Business Management
Simmons College
MA, Communications Management
Metropolitan Equity Partners October 2013 - Present
McKinsey & Company June 2012 - August 2012
State Street June 2011 - August 2011
Boston Symphony Orchestra June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, HTML scripting, Analysis, Management, Strategy, Economics, Data Analysis, Research, Market Research
Education
Boston College 2010 — 2013
Bachelor's degree, English and Economics
KureSPA November 2014 - Present
WSHU Public Radio March 2014 - Present
C&H Lew LLC October 2008 - Present
University of New Haven January 2009 - October 2010
Tufts University April 2006 - September 2008
Merrimack College November 2000 - April 2006
State Street March 1998 - January 2000
Boston College June 1996 - March 1998
Boston College April 1994 - May 1996
Skills
Fundraising, Alumni Relations, Annual Giving, Planned Giving, Volunteer Management, Charitable Gift Planning, Management, Educational Fundraising, Fashion Design, Commercial Property..., Training, Editing, Marketing, Leadership, Restaurant Management, Event Management, Style & Fashion..., Image Consulting, Newsletters, Holistic Health, Essential Oils
Education
Boston College 1997 — 2000
Master, Business Administration
Florida International University 1985 — 1989
Bachelor of Science, Hotel/Restaurant Management
Miramar HS 1981 — 1985
Eagle Investment Systems November 2014 - Present
American Student Assistance May 2013 - June 2014
Brown Brothers Harriman July 2008 - April 2013
First Marblehead September 2004 - July 2008
Fidelity Investments April 2004 - September 2004
State Street June 1997 - September 2003
Skills
Financial Analysis &..., Strategic Planning, Business Development, Project Management, Corporate Budgeting, Marketing Strategy, Process Improvement, Product Management, Cross-functional Team..., Competitive Analysis, Market Analysis, Risk Management, Marketing Communications, CRM, Enterprise Systems...
Education
Boston College 2001 — 2005
Master of Science (MS)
Bentley University 1998 — 1998
Post Baccalaureate Certificate, Banking and Financial Services
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Arts (BA)
Citco Fund Services April 2015 - Present
Citco Fund Services March 2014 - Present
Citco Fund Services October 2012 - Present
Citco Fund Services December 2011 - October 2012
Citco Fund Services July 2010 - December 2011
State Street November 2009 - July 2010
State Street July 2008 - November 2009
Skills
Hedge Funds, Private Equity, Mutual Funds, Fund Administration, Financial Analysis, Fund Accounting, Client Co-ordination, Account Reconciliation, Financial Modeling, Accounting, Bloomberg, Reuters, Commodity, Fixed Income, Options, Interest Rate..., Microsoft Excel, PowerPoint
Education
Boston College 2004 — 2008
BS, Finance & Marketing
BDO USA, LLP January 2011 - Present
State Street June 2009 - August 2009
Massachusetts State Lottery Commission June 2006 - August 2008
Skills
SEC filings, GAAP
Education
Boston College 2006 — 2010
BS, Management
El Mundo Media (Boston) February 2014 - Present
Casa Guatemala July 2009 - Present
Chadwick Martin Bailey February 2013 - August 2013
Procter & Gamble December 2010 - November 2012
State Street September 2009 - November 2010
Northwestern Mutual Financial Network 2007 - 2008
Skills
US Hispanic Market, African American..., Qualitative Research, Quantitative Research, Nielsen Data, Nielsen Household Panel, Nielsen Scanner Data, Volume Forecasting, Initiative Qualification, Initiative Tracking, Concept Qualification, Copy Testing, Claims Testing, Consumer Insight, shopper insights, Pricing Analysis, Go To Market Strategy, Building Relationships, Spanish-English, SPSS, Research, Forecasting, Shopper Marketing, Social Media, Marketing, Marketing Research, Customer Insight, Market Research, Leadership, Spanish, Management
Education
Boston College 2005 — 2009
Bachelor of Science, Finance, Marketing
Waltham High School 2001 — 2005
Harvard University
Professional Certification Candidate, Strategic Management
Waltham High School
4086 Advisors July 2014 - Present
Income Research & Management January 2013 - June 2014
Income Research & Management June 2010 - January 2013
Kelley School of Business August 2008 - July 2010
State Street Global Advisors June 2009 - August 2009
State Street October 2006 - July 2008
State Street May 2005 - October 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Bloomberg, Management, Finance, Investment Management, Securities, Alternative Investments, Analysis, Strategy, Financial Services, Due Diligence, Corporate Finance
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BS, Finance, Marketing
State Street January 2014 - Present
Skills
Leadership, Event Management, Microsoft Office, Microsoft Excel, Teamwork, Event Planning, Social Media, Research, Photoshop
Education
Boston College 2009 — 2013
BS, Accounting
Peking University 2012 — 2012
Bingham McCutchen LLP June 2014 - Present
Bingham McCutchen LLP January 2012 - May 2014
Bingham McCutchen LLP May 2010 - December 2011
State Street September 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Accounts Payable &..., Editing, Research, Presentations, Fund Accounting, Employee Training, Problem Solving, Software Development, Social Media
Education
Boston College 2003 — 2007
History, History
Wayland High School 1999 — 2003
High School Diploma
State Street February 2010 - Present
Bank of America December 2005 - February 2010
WilmerHale September 2002 - December 2005
Hale and Dorr LLP May 2001 - August 2001
Education
Boston College
BA
Boston College Law School
JD
State Street July 2015 - Present
State Street Global Advisors July 2013 - July 2015
State Street September 2007 - July 2013
Skills
Equities, Financial Services, Investments, Securities, Microsoft Office, Marketing
Education
Boston College
Bachelor of Arts (BA), History
State Street 2015 - Present
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Customer Service, Microsoft Word, Finance, Management, Analysis
Education
Boston College 2014 — 2016
Bachelor's Degree, Finance, General
Harvard Management Company February 2008 - Present
Investa K, Inc. September 2006 - February 2008
The Dolben Company March 2002 - September 2006
Morris & Morris, P.C. September 1998 - March 2002
State Street January 1996 - September 1998
Skills
Internal Audit, Financial Reporting, Tax, Auditing, Financial Services, Hedge Funds, Accounting, Financial Analysis, SEC filings, Internal Controls, Financial Accounting, CPA, GAAP, Portfolio Management
Education
Boston College
Bachelor of Science (BS), Accounting
Suffolk University - Sawyer School of Management
Master of Science (MS), Taxation
DentaQuest June 2015 - Present
DentaQuest February 2012 - June 2015
Sun Life Financial July 2009 - February 2012
Sun Life Financial May 2006 - July 2009
State Street January 2005 - May 2006
State Street August 2003 - December 2004
Boston College May 2002 - July 2003
Skills
Forecasting, Financial Modeling, Financial Reporting, Budget Management, Expense Management, IBM Cognos TM1, IBM Cognos Enterprise..., Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Crystal Analysis, A3 Modeling, OROS, Sales Incentive Plan..., Essbase, Oracle Financials, Oracle Discoverer, Sales Reporting, Oracle E-Business Suite, Analysis, Finance, Budgets, Access
Education
Boston College 1999 — 2003
Bachelor, History and Economics
Xaverian Brothers High School 1995 — 1999
Brooke Private Equity Associates January 2008 - Present
Steton October 2014 - Present
BDNA Corporation June 2009 - Present
K.R. Drenth Trucking June 2011 - Present
VASA FITNESS Health Clubs January 2015 - Present
Kereos January 2010 - February 2014
State Street December 2003 - December 2007
Skills
Private Equity, Venture Capital, Quantitative Research, Performance Analysis, Due Diligence, Forecasting, Analysis, Consulting, Key Performance..., Sourcing, System Monitoring, Modeling, Investments, Asset Managment, Operations Management, Strategic Planning, Marketing, International Business, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Alternative Investments, Valuation, Corporate Development, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
MBA, International Business and Marketing
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Economics & Spanish
Universidad Complutense de Madrid 2000 — 2001
European economics and Spanish
Nauset 1994 — 1998
High School Diploma
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - Present
Fisher Investments March 2011 - March 2013
Fisher Investments December 2009 - March 2011
Longs Drugs September 2007 - June 2009
Liberty Mutual Insurance May 2006 - April 2007
Boston College 2005 - 2007
State Street October 2003 - July 2005
State Street August 2002 - October 2003
Grolier 1999 - 2001
Skills
Forecasting, Finance, Competitive Analysis, Analysis, Business Analysis, Mergers & Acquisitions, Valuation, Budgets, Accounting, Business Planning, Management, Bloomberg, Auditing, Pricing, Essbase, Equities, Strategic Planning, Variance Analysis, Mutual Funds, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA, Finance
Boston College 1998 — 2002
B.S., Finance and Operations
Brookfield High School 1994 — 1998
High School, College Prep
Interactive Data Corporation November 2014 - Present
State Street August 2013 - November 2014
Citi (Citi Fund Services Regulatory Administration) July 2007 - July 2013
PFPC July 2004 - July 2007
Special Counsel April 2004 - April 2004
Scannell and Crowley May 2000 - February 2003
CITY OF NEWTON ASSESSORS DEPARTMENT May 1995 - May 2000
Skills
Corporate Law, Securities, Mutual Funds, Analysis, Training, SEC filings, Research, Hedge Funds, Financial Services, Corporate Governance, Securities Regulation, Due Diligence, Alternative Investments, Investments, Fund Administration, Insurance
Education
Suffolk University Law School 1998 — 2001
JD
Boston College 1990 — 1994
BA, Political Science
Minimally Invasive Therapies Group (Covidien) June 2013 - Present
Boston College - Wallace E. Carroll Graduate School of Management August 2011 - May 2013
State Street June 2012 - September 2012
State Street September 2005 - August 2011
State Street June 2004 - September 2005
Skills
Cash Flow Forecasting, Management, Financial Analysis, Investments, Risk Management, Bloomberg, Financial Modeling, Microsoft Excel, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Masters of Business Administration, Asset Management Concentration
Boston College 2000 — 2004
Bachelor of Arts, Economics, History
State Street June 2015 - Present
State Street December 2013 - May 2015
Provident Funding Associates L.P. December 2010 - November 2013
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Finance, Process Improvement, Underwriting, Credit Analysis, Financial Analysis, Financial Modeling, Banking, Investments, Financial Services
Education
Boston College 2006 — 2010
BA, Economics
State Street Global Advisors January 2011 - Present
State Street Global Advisors 1990 - April 2011
State Street 1990 - 2007
Skills
Equities
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Boston College 1983 — 1987
BS, School of Management, Marketing, Finance
Appleton Partners, Inc. November 2003 - Present
State Street August 1998 - September 2003
Education
Boston University Questrom School of Business 2005 — 2006
MSIM, Investment Management
Boston College 1993 — 1997
BA, Economics
State Street August 2007 - Present
Investors Bank and Trust October 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Vendor Management, Financial Services, Equities, Mutual Funds
Education
Boston College 1978 — 1982
Oracle November 2012 - Present
Confluence July 2005 - November 2012
Confluence July 2004 - June 2005
State Street September 1996 - September 2004
Putnam Investments February 1995 - August 1996
Skills
Sales Management, SaaS, Enterprise Software, Sales Process, Leadership, Cloud Computing, CRM, Selling, Business Process..., Sales Operations, Pre-sales, Management, Sales, Product Management, Solution Selling, Strategy
Education
Boston College 1990 — 1994
BA, Economics
Boston College High School 1986 — 1990
AIG 2009 - Present
KPMG LLP 2008 - 2009
Credit Agricole CIB 2007 - 2008
State Street 2002 - 2007
Skills
Risk Management, Corporate Lending, Mutual Funds, Counterparty Risk, Financial Statement..., ISDA, Foreign Exchange Risk...
Education
Boston College
MBA, Corporate Finance
Boston University
Bachelor's Degree, Molecular Biology
State Street April 2015 - Present
State Street July 2006 - Present
Skills
Mutual Funds, Fund Administration, Alternative Investments, Fund Accounting
Education
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Finance, General
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - April 2011
Investors Bank & Trust August 2006 - July 2007
Education
Boston College 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Brandeis University 2002 — 2003
State Street June 2011 - Present
State Street November 2007 - June 2011
Skills
Project Management
Education
Boston College 2000 — 2005
Foreside Compliance Services LLC January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust Co. 1994 - 2007
Coopers & Lybrand 1988 - 1994
PricewaterhouseCoopers (previously Coopers & Lybrand) 1988 - 1994
Education
Boston College 1984 — 1988
BS, Accounting
State Street March 2013 - Present
State Street April 2010 - March 2013
State Street June 2008 - March 2010
State Street August 2007 - May 2008
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Mutual Funds, Hedge Funds, Global Custody, Fund Of Funds, NAV, Fund Services, Fixed Income, Account Reconciliation, Equities, Financial Analysis, Bloomberg Terminal, Financial Reporting, Derivatives, Swaps, Accounting, Transfer Agency
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Economics, 3.8
Boston College 2003 — 2007
Bachelor of Arts (B.A.), French Language and Literature, 3.8
Thomson Reuters April 2011 - Present
Thomson Reuters April 2008 - April 2011
Thomson Financial December 2007 - April 2008
Green Beacon Solutions June 2002 - December 2007
Habama, Inc. January 2001 - April 2002
Breakaway Solutions 1998 - 2001
Eggrock Partners 1998 - 2001
State Street 1996 - 1997
First Data Corporation 1993 - 1996
The Boston Company 1993 - 1994
Skills
Business Analysis, Vendor Management, Software Project..., SaaS, Salesforce.com, Business Intelligence, Professional Services, Integration, Business Process..., General Awesomeness, Business Process, Outsourcing, Strategy, Program Management
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Economics/Finance
Arlington Catholic
State Street June 1995 - November 2007
Education
Boston College 1991 — 1995
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
State Street Bank 2010 - 2015
State Street 2006 - 2010
State Street 2005 - 2006
State Street 2004 - 2005
State Street 2003 - 2004
State Street 1997 - 2003
Skills
Corporate Accounting, Financial Reporting, Regulatory Compliance, Staff Management, Financial Analysis, Business Process..., Policy Development, Time Management, Coaching and Mentoring..., Internal Audit
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting
Iron Mountain May 2014 - Present
State Street April 2013 - May 2014
Boston College May 2010 - April 2013
University of Massachusetts December 2007 - May 2010
Fletcher Allen Health Care May 2007 - August 2007
The Essex Reporter/Colchester Sun January 2007 - May 2007
St Michael's College September 2004 - May 2007
Greater Media Inc. June 2006 - August 2006
Education
Boston College 2011 — 2013
MBA
Saint Michael's College 2003 — 2007
Bachelor of Art, English
AIFS 2005 — 2005
BlackRock September 2013 - Present
PHD Virtual Technologies October 2012 - April 2013
Citibank July 2007 - August 2012
UBS December 2000 - July 2007
State Street April 1997 - December 2000
Sapient November 1996 - February 1997
Malden Catholic High School September 1995 - June 1996
Education
Stevens Institute of Technology 2001 — 2004
Master of Science (M.S.), Management Information Systems, General
Boston University 1996 — 1996
Certificate, C/C++ Development
Boston College 1992 — 1994
Master of Arts (M.A.), English Language and Literature, General
Stonehill College 1986 — 1990
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
Goldman Sachs February 2008 - Present
State Street July 2006 - January 2008
Education
Boston College
Bachelor’s Degree, Economics
State Street 1998 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA
Boston College 2005 — 2009
MBA, Finance
College of the Holy Cross 1993 — 1996
BA, Economics/Accounting
Brown Brothers Harriman 2008 - September 2014
State Street Bank March 2007 - October 2008
State Street 1999 - 2008
State Street Bank January 2006 - June 2007
Skills
Corporate Actions, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Bonds, Financial Risk, Process Improvement, Emerging Markets, Back Office, Vendor Management, SDLC, Fund Accounting, FX Options, Project Management, Analysis, Trading Systems, Economics, Customer Service, Financial Services, Fixed Income
Education
Boston College 1996 — 2000
Bachelor of Science (BSc), Political Science and Government
Boston College High School 1989 — 1993
State Street October 1997 - Present
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Derivatives, Corporate Actions, Financial Services, Securities, Fund Administration, Global Custody
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
FolioDynamix May 2009 - Present
JPMorgan Chase December 2008 - May 2009
Boston Financial Data Services August 2006 - December 2008
State Street May 2004 - August 2006
Skills
Equities, Fixed Income, Wealth Management, Securities, Project Management, Mutual Funds, Portfolio Management, Product Development, Financial Services, Investment Strategies, Trading, Trading Systems, Asset Management, Separately Managed..., Product Management, Risk Management, Investment Management, Business Analysis, SDLC, Investments, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
MBA, Business Strategy and Information Technology
Boston College 2000 — 2004
Bachelor of Science (BS), Finance, General
United Capital Financial Advisers, LLC July 2014 - Present
Fidelity Investments 2003 - 2014
State Street March 1998 - November 2002
Fidelity Investments 1994 - 1998
Cahners Publishing 1991 - 1994
Mills & Sanderson Publishing 1990 - 1991
Skills
Marketing Strategy, Wealth Management, Strategic Communications, Corporate Branding, Thought Leadership, Advertising, Social Media Marketing, RIA, Creative Direction, Series 24, Series 7, Series 63, Business Development, Financial Services, Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Marketing
Education
Boston College
Bachelor of Arts (BA), English Language and Literature, General
State Street ConsultantIGEFI2007 - 2007
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Project Management, Fixed Income, Mutual Funds, Fund Accounting, Fund Of Funds, Investments, Finance, Alternative Investments, Financial Reporting, Financial Services, Financial Modeling, Equities, Bonds, Financial Analysis, Trading, Hedge Funds, Risk Management, Networking, Derivatives, Securities
Education
Boston College 1995 — 1999
Fidelity Investments May 2015 - Present
Fidelity Investments August 2012 - May 2015
Fidelity Investments February 2007 - August 2012
Ernst & Young February 2006 - February 2007
Goldman Sachs July 1999 - February 2006
State Street February 1998 - July 1999
Skills
Financial Services, Risk Management, Project Management, Internal Controls, Accounting, Operational Risk, Financial Modeling, Business Process..., Strategic Financial..., Risk Assessment, Risk Analysis, Business Analysis, Financial Risk, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Master of Business Administration (M.B.A.), Finance
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Berkshire School 1989 — 1993
State Street May 2015 - Present
State Street June 2010 - Present
Bank of America October 2006 - May 2010
State Street 1996 - 2006
Education
Boston College
iHeartMedia September 2015 - Present
iHeartMedia June 2013 - September 2015
VivaKi April 2010 - June 2013
VivaKi Nerve Center (Publicis Groupe) January 2009 - April 2010
Digitas (Publicis Groupe) June 2008 - January 2009
Digitas (Publicis Groupe) August 2007 - June 2008
PetEdge June 2006 - August 2007
State Street August 2005 - June 2006
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Budgets, Microsoft Excel, Finance, Analytics, PowerPoint, Data Analysis, Accounting, Forecasting, Analysis, Managerial Finance, Hyperion Enterprise
Education
Suffolk University - Sawyer School of Management 2006 — 2008
MS, Finance
Boston College 2001 — 2005
BS, Finance
State Street
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Accounting, Excel, Valuation, Securities, PowerPoint, Word, Access, Mandarin, Outlook, Business Analysis, Equity Research, Microsoft Office, Derivatives, Cash Flow, Forecasting, Pricing, Budgeting, Research, Fixed Income, Factset, Bloomberg Terminal, Corporate Finance, Financial Planning, VBA
Education
Boston College 2007 — 2009
Master of Science in Finance
University of Massachusetts, Amherst 1998 — 2003
BBA, Economics, Finance
State Street May 2015 - Present
State Street October 2013 - Present
State Street November 2012 - October 2013
State Street Bank March 2011 - November 2012
State Street Bank June 2007 - March 2011
Investors Bank ad Trust May 2006 - July 2007
Investors Bank & Trust May 2005 - May 2006
Champion Nationwide Contractor August 2003 - May 2005
Education
Boston College 1999 — 2003
BA
State Street July 2013 - Present
State Street November 2011 - Present
State Street Corporation June 2007 - November 2011
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing
Education
Boston College 2003 — 2007
BA, Economics
Eagle Investment Systems September 2008 - Present
State Street March 2008 - September 2008
Sun Life Financial September 1997 - March 2008
Skills
Oracle SQL, Excel, Access, PAM, Eagle STAR/PACE, Summit, Bloomberg, Mutual Funds, Requirements Analysis, Middle Office, Financial Analysis, Microsoft Excel, Derivatives, Risk Management
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting and Finance
State Street July 2003 - Present
Skills
Corporate Actions, Securities, Mutual Funds
Education
Boston College 1999 — 2003
BS, General Management
State Street December 2013 - Present
State Street May 2011 - December 2013
State Street December 2007 - May 2011
First Investors Corporation May 2007 - October 2007
Skills
Project Management, Mutual Funds, Financial Services, Life Insurance, Microsoft Excel, Financial Analysis, Business Analysis, Microsoft Office, Data Analysis, Risk Management, PowerPoint, Customer Service, Social Media, Financial Modeling, Strategic Planning, Process Improvement, Microsoft Word, Financial Reporting
Education
Boston College 2003 — 2007
Communications
Saint Sebastian's 1999 — 2003
N2 Publishing February 2014 - Present
CASA of Adams and Broomfield Counties February 2007 - December 2012
Linkage, Inc. January 2000 - January 2002
State Street February 1994 - October 1999
Skills
Organizational..., Customer Interaction, Executive Management, Interviews, Leadership, Process Improvement, Team Building, Training
Education
Boston College 2001 — 2002
Graduate School of SW
Western New England University
BSBA, Finance/Business
New York University 1989 — 1990
TISCH School of Performing Arts
Goldman Sachs January 2015 - Present
Goldman Sachs January 2012 - Present
Goldman Sachs 2007 - February 2012
Gannett Welsh & Kotler December 2006 - April 2007
Gannett Welsh & Kotler January 2005 - December 2006
State Street 2003 - 2004
Education
Boston College 1999 — 2003
BS, Finance, Marketing
Rue La La September 2012 - Present
Sogang Language Program March 2011 - February 2012
Zona Professional September 2010 - February 2011
TJX June 2008 - December 2010
State Street June 2007 - August 2007
Jasmine Sola June 2004 - December 2006
Sun Life Financial June 2006 - August 2006
Skills
Merchandising, Retail, Microsoft Office, Social Media, Visual Merchandising, Customer Service, Microsoft Excel, Social Media Marketing, Marketing Strategy, Marketing, Inventory Management, Event Management
Education
Boston College 2004 — 2008
B.S., Marketing
University of International Business and Economics 2007 — 2007
International Business, Chinese Language
State Street December 2006 - Present
Education
Boston College 1988 — 1992
Communications
State Street June 2015 - Present
Fidelity Investments March 2005 - 2015
Commonwealth Financial Network June 1999 - February 2005
Education
Boston College
BA
Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate
Ropes & Gray LLP November 2012 - Present
Ropes & Gray LLP June 2011 - September 2011
State Street June 2010 - July 2010
Clark & Elbing LLP June 2008 - August 2009
Skills
Legal Writing, Legal Research, Microsoft Word, Westlaw, Microsoft Office, Microsoft Excel, Research, Public Speaking
Education
Boston College Law School 2009 — 2012
Doctor of Law (J.D.)
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
University of Cape Town 2007 — 2007
N/A, Political Science and Government
State Street September 2013 - Present
JPMorgan Chase October 2011 - September 2013
State Street July 2007 - September 2011
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust September 2004 - September 2006
Skills
Hedge Funds, Fixed Income, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds
Education
Boston College 2000 — 2004
State Street April 1998 - Present
Skills
ETFs, Equities, Bloomberg, Asset Management, Alternative Investments, Investment Strategies, Securities, Investments, Portfolio Management
Education
Boston College
Master of Business Administration (MBA), Business
Framingham State College
Bachelor of Science (B.S.), Business Administration and Management, General
State Street October 2007 - Present
State Street Bank March 1999 - October 2007
Skills
Portfolio Management, Derivatives, Bloomberg, Credit Analysis, Fixed Income, Capital Markets, Credit Risk
Education
Boston College
Seamans Capital Management May 2015 - Present
Quincy College June 2009 - Present
State Street July 2013 - August 2014
State Street June 2011 - June 2013
State Street Bank August 2010 - May 2011
Quincy College June 2008 - June 2009
Skills
Fund Administration, Mutual Funds, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Access
Education
Boston College 2014 — 2015
Master's Degree, Finance
University of Massachusetts Boston 2009 — 2011
Bachelor's, International Management
Quincy College 2007 — 2009
Associate's, Business Administration
Income Research + Management November 2014 - Present
Brown Brothers Harriman March 2014 - November 2014
Brown Brothers Harriman August 2012 - March 2014
Brown Brothers Harriman April 2010 - August 2012
Brown Brothers Harriman March 2007 - April 2010
State Street May 2005 - March 2007
State Street October 2003 - May 2005
Skills
Equities, Mutual Funds, Fixed Income, Bloomberg, Investments, Securities, Financial Services, Hedge Funds, Derivatives
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.469