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),
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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
Virtual, Inc. October 2014 - Present
Virtual, Inc. July 2013 - September 2014
CSC September 2011 - July 2013
CSC March 2011 - September 2011
Canback Dangel November 2010 - March 2011
State Street April 2010 - October 2010
AxcessNet July 2009 - May 2010
Boston College Center for Corporate Citizenship June 2007 - May 2008
Arts & Business Council of Greater Boston January 2008 - April 2008
Mass Energy Consumer Alliance September 2007 - December 2007
Skills
Project Management, Cross-functional Team..., Cross-functional..., Communications Planning, Editing, Management Consulting, Process Improvement, Business Planning, Program Management, Marketing, Leadership, Strategy, Data Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Competitive Service Delivery (Marketing/ Operations/ IT)
Bryn Mawr College 1995 — 1999
BA, French, English
Université Paris-Sorbonne 1997 — 1998
Concord Academy 1991 — 1995
State Street September 2015 - Present
Commander Management Inc. February 2015 - May 2015
China Everbright Bank February 2014 - May 2014
GE July 2013 - August 2013
Nanjing Securities Co. Ltd. July 2012 - August 2012
Skills
Data Analysis, Equity Research Analysis, Financial Analysis, Risk Management, Access, Economics, Teamwork, Microsoft Excel, Finance, English, Matlab, PowerPoint, Research, Corporate Finance, Financial Modeling, Microsoft Office, Photoshop
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master’s Degree, Finance, General, GPA 3.8
The University of Hong Kong 2013 — 2014
Exchange, Economics&Finance
Xiamen University 2010 — 2014
Bachelor's degree, Economics, GPA 3.87
State Street May 2013 - Present
State Street April 2011 - May 2013
State Street June 2008 - April 2011
Education
Boston College - Carroll School of Management 2012 — 2014
Master's degree, Finance
Boston University 2010 — 2010
Certificate in Financial Planning
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Accounting
Birch Hill Investment Advisors LLC January 2013 - Present
Birch Hill Investment Advisors LLC July 2007 - December 2012
State Street January 2006 - July 2007
Education
Boston College - Carroll School of Management 2012 — 2014
MBA
California State University-San Marcos 2002 — 2005
BA, Economics
Carrabassett Valley Academy 1994 — 1998
Nike November 2014 - Present
Eagle Claw Investments LLC April 2012 - Present
State Street March 2011 - April 2012
State Street March 2010 - March 2011
State Street July 2009 - March 2010
State Street September 2008 - July 2009
State Street July 2008 - August 2008
Federated Investors June 2007 - September 2007
Federated Investors June 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Mutual Funds, Capital Markets, Financial Modeling, Investments, Bloomberg, Financial Analysis, Trading, Funding, Valuation, Bonds, Financial Markets, Entrepreneurship, Sales, Leadership, Equities, Series 7, Securities, Financial Risk, Swaps, Hedging, Analysis, Derivatives, Interest Rate Swaps, Interest Rate..., Interest Rate Risk..., Eurodollars, OIS, Fixed Income Analysis, Transition Management, Risk Management, Treasury, Investment Strategies, Bloomberg Terminal, Corporate Finance, Gross Margin, Revenue Analysis, Microsoft Excel, Finance, Strategy
Education
Kellogg Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Boston College 2004 — 2008
BS, Finance
State Street April 2015 - Present
JDJ Family Office Services August 2014 - October 2014
Boston College Transportation & Parking Department May 2013 - May 2014
Alternative Solutions Telecommunications Reseller June 2007 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics
Bain Capital November 2014 - Present
State Street August 2013 - October 2014
State Street June 2011 - August 2012
Skills
Analysis, Organization, Volunteering, Bloomberg Terminal, Microsoft Excel, Financial Reporting, Asset Management, Securities, Financial Analysis, Financial Modeling
Education
Boston College 2009 — 2013
Bachelor's Degree, Finance and Economics
John Cabot University 2012 — 2012
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. March 2014 - March 2015
Brown Brothers Harriman September 2012 - March 2014
Brown Brothers Harriman March 2008 - August 2012
State Street June 2007 - March 2008
Investors Bank & Trust May 2006 - June 2007
Oxford Bioscience Partners 2005 - 2006
United Nations 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Business Strategy, Corporate Finance, Project Management, Strategic Planning, Software Development, Product Development, Innovation, Statistical Modeling, Technical Leadership, Data Analysis, Marketing Research, Research Design, Quantitative Research, Alternative Investments, International Tax..., Derivatives, Technical Product..., CDO, Private Equity, Hedge Funds, Emerging Markets, Equities, Quantitative Analytics, Risk Management, Fixed Income, Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2012
Master of Business Administration (M.B.A.)
Boston University 2006 — 2008
Master of Science (M.S.), Mathematical Finance
University of New Hampshire 2003 — 2004
Bachelor of Science (B.S.), Veterinary Medicine and Biostatistics
The Johns Hopkins University 1999 — 2003
Bachelor of Science (B.S.), Chemical and Biomolecular Engineering
Boston College
Business Development
Brown Brothers Harriman April 2015 - July 2015
LABUR January 2015 - April 2015
Cambridge Associates 2008 - April 2014
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
JP Morgan Chase 2000 - 2005
State Street 1990 - 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Equities, Investments, Bloomberg, Fund Accounting, Private Equity, Asset Management, Securities, Fund Administration, Portfolio Management, Financial Services, Accounting, Financial Risk, Auditing, Internal Controls, ETFs, Management, Leadership, Business Development, Insurance, Swaps, Options, Futures, Quality Assurance, Derivatives, Fund Of Funds, Finance, Cash Management, Valuation, Financial Analysis, Risk Management, FX Options, Financial Reporting, Financial Modeling, Back Office, Middle Office, Banking, Due Diligence, Internal Audit, Account Reconciliation, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
Masters in Finance
Saint Michael's College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
The Citco Group of Companies December 2014 - Present
Sika Capital Management, LLC March 2014 - December 2014
Sika Capital Management, LLC January 2014 - March 2014
Deutsche Bank August 2008 - December 2013
State Street June 2007 - June 2008
Morgan Stanley April 2007 - June 2007
Merrill Lynch October 2006 - February 2007
Thomson Financial June 2006 - January 2007
Skills
Hedge Funds, Wealth Management, Bloomberg, Equities, Securities, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Capital Markets, Fixed Income, Swaps, Fund Accounting, Alternative Investments, Fund Administration, Equity Valuation, Financial Reporting, Financial Services, Account Reconciliation, Microsoft Office, Reuters, PerTrac
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
EMC August 2015 - Present
Constant Contact July 2013 - August 2015
Brandeis University February 2012 - May 2013
State Street September 2012 - December 2012
Kaz Inc June 2012 - August 2012
Industrial and Commercial Bank of China July 2009 - August 2009
Skills
Microsoft Office, SQL, Tableau, OBIEE, Business Objects, R, Salesforce.com, Cognos, SPSS, Stata, MS Excel Pivot Tables, Aprimo, Hyperion, XLMiner, JMP, Data Visualization, CRM, Data Mining, Marketing Analytics, Access, Social Media, Econometrics, Hyperion Enterprise, Research, Marketing Research, Leadership
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance
Boston College - Carroll School of Management 2012 — 2013
Cross-registration, Marketing Analytics
Wuhan University 2007 — 2011
Bachelor of Arts, English
Jinan Foreign Language School 2004 — 2007
High School, English, Physics, Mathemetics
Zola Secondary School 2004 — 2004
English, French, Culture
State Street October 2015 - Present
State Street June 2014 - October 2015
Liberty Mutual Insurance May 2013 - December 2013
Expert Medical Navigation June 2012 - December 2012
UMass Medical School June 2011 - August 2011
Skills
Leadership, Management, Marketing, Microsoft Office, Data Analysis, Public Speaking, Customer Service, Social Media, PowerPoint, Microsoft Excel, Stata, Analysis, Product Management, Research, Marketing Strategy, Healthcare, Event Planning, Blogging
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Shrewsbury High School 2006 — 2010
Signator Investors, Inc./John Hancock Financial Network March 2010 - Present
FundQuest January 2008 - March 2010
State Street November 2005 - January 2008
Staples Business Advantage June 2005 - November 2005
Skills
Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Investments, Series 7, Asset Allocation, Microsoft Excel, Financial Advisory, Hedge Funds, Excel, Financial Analysis, Portfolio Management, PowerPoint, Microsoft Office, Account Management, Equities, Product Management, Customer Service, Microsoft Word, Customer Relations, Trading, Word, Funding, Problem Solving, Access, Compliance, Outlook, Fixed Income, Bloomberg, Product Development, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Asset Management
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Marketing Management
Syracuse University - Maxwell School 2001 — 2005
BA, International Relations
State Street 2009 - Present
State Street 2007 - 2009
State Street 1996 - 2006
State Street 1989 - 1995
Skills
Lean Transformation, Continuous Improvement, Mutual Funds, Fixed Income, Fund Accounting
Education
Boston College 1983 — 1987
Bachelor of Science (BS), Finance, Economics
Cryptzone / HiSoftware April 2014 - Present
Dell Software October 2011 - February 2014
Knowledge Management Associates May 2009 - October 2011
State Street December 2007 - December 2008
John Hancock May 2005 - December 2007
GMO 2000 - 2005
Santander 1997 - 2000
Seaquest 1992 - 1994
Skills
SQL Server 2000-2012, .NET, Active Directory, Project Server, Insurance, Corporate Finance, Business Analysis, Microsoft SQL Server, SharePoint, Wealth Management, Business Intelligence, Cloud Computing, Enterprise Software, SharePoint Designer, Information Management, Investments, Microsoft Office..., Microsoft Exchange, IIS, System Deployment, Enterprise Content..., Community, Windows Server, Public Speaking, SSRS, Integration, ASP.NET, Professional Services, SDLC, VB.NET, Software Development, Great Motivator, Microsoft Technologies, C#, Business Process, Architecture, SQL, Security, Architectures, SharePoint Server
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2008
MBA
Fairfield University 1983 — 1987
BA
Holy Family High School 1979 — 1983
Brown Brothers Harriman January 2013 - Present
State Street 2004 - 2008
Skills
Securities Lending, Relationship Management, Finance, Equities, Securities, Mutual Funds, Fixed Income, Investments, Asset Management, Bloomberg, Financial Services, Hedge Funds, Derivatives, Alternative Investments, Risk Management
Education
Boston College 1996 — 2000
MBA
Bridgewater State University 1990 — 1993
BS, Accounting
State Street 1997 - Present
State Street 1988 - 1997
State Street 1986 - 1988
State Street 1980 - 1986
Skills
Equities, Fixed Income, Mutual Funds, Derivatives, Asset Management, Securities, Strategy, Risk Management
Education
Boston College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
Boston University 1976 — 1980
Bachelor of Science in Business Administration
Manchester Jr. Sr High School 1972 — 1976
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
State Street February 2015 - Present
IHRDC June 2013 - February 2015
G-51 Capital September 2012 - January 2013
AMC Networks May 2012 - August 2012
The Orchard May 2011 - August 2011
Nasseri Music Business Solutions May 2010 - August 2010
Skadden, Arps, Slate, Meagher & Flom June 2007 - March 2009
Skills
Digital Media, Social Media, New Media, Creative Problem Solving, Due Diligence, Legal Research, Legal Writing, Financial Modeling, Business Strategy, Business Analysis, Content Licensing, Research Project..., Project Management, Changepoint, Contract Negotiation, Licensing, Budgets, Investments, Data Analysis, Market Research, Mergers & Acquisitions, Competitive Analysis, Research, Management, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA, Finance; Entrepreneurial Management
Boston College Law School 2009 — 2012
JD
Boston College - Carroll School of Management 2003 — 2007
BS, Finance; Strategy & Operations
St. Paul's School 1992 — 2003
Acadian Asset Management April 2014 - Present
Acadian Asset Management May 2013 - April 2014
The Boston Company Asset Management, LLC July 2011 - May 2013
SSgA State Street Global Advisors April 2009 - June 2010
IFS International Fund Services May 2006 - April 2009
State Street 2005 - 2006
PNC Financial Services March 2002 - January 2005
Skills
Bloomberg, Financial Modeling, Asset Managment, Valuation, Equities, Financial Analysis, Investments, Hedge Funds, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA/MSF, Asset Management
University of Pittsburgh 1998 — 2003
BA, Communications - Rhetoric
Investors Bank July 2014 - Present
State Street October 2010 - July 2014
State Street November 2007 - October 2010
State Street October 2005 - November 2007
P & L Liquor 1997 - 2006
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Staff Management, Change Management, Organizational..., Workload Rebalancing, Project Management, Transition Management, Business Transformation, Process Improvement, Process Management, Operational Risk..., Strategic Planning, Performance Management, Staff Development, Collaborative, Team Building, Team Leadership, Goal Development, Vision Creation, Driving Results, Community Engagement, Business Strategy, Coaching, Conflict Resolution, High Performance Teams, Operations Management, Risk Management, Mentoring, Compliance, Analysis, Business Analysis, Vendor Management, Middle Office, Financial Services, Banking, Back Office, Strategy, Securities, CRM, Management, Settlement, Leadership, Global Custody, Securities Lending, Relationship Management, Integration, Business Process..., PMO, Business Requirements, Operational Risk, Requirements Gathering
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), International Business
University of Phoenix 2013 — 2014
Bachelor of Science (BS), Business Administration and Management, General, 3.96
University of Phoenix 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General, 3.96
Boston College 1989 — 1995
Quincy College 1987 — 1989
State Street June 2015 - Present
VoltDB June 2014 - 2015
GAN-e-meed Theatre Project September 2011 - August 2013
Boston Area 2008 - 2013
Stage, Voice-Over and Film Actor 2007 - 2013
America's Test Kitchen August 2012 - December 2012
Exhale Spa 2010 - 2011
Skills
Marketing, Marketing Communications, Analytics, Project Management, Arts Administration, Brand Management, Business Strategy, Stage, Acting, Television, Radio, Nonprofits, Theatre, Creative Writing, Theatrical Production, Stage Management, Directing, Logistics, SQL, R
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
BA, English Literature and Theatre
Staples September 2014 - Present
Goizueta Business School July 2012 - May 2014
RBC Capital Markets June 2013 - August 2013
State Street July 2011 - June 2012
State Street August 2008 - June 2011
UBS Wealth Management June 2007 - August 2007
Fenway Sports Group June 2006 - November 2006
Hill Holliday Advertising June 2004 - August 2004
Skills
Equities, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Financial Services, Valuation, Investment Banking, Finance, Capital Markets, Marketing, ETFs, Mergers & Acquisitions, Analysis, Mutual Funds, Trading, Corporate Finance, Analytics, Pricing Analysis, Financial Risk, Economics, Compliance
Education
Emory University - Goizueta Business School 2012 — 2014
MBA, Finance and Capital Markets
Boston College 2004 — 2008
Bachelor of Science, Finance, History
Belmont Hill 1998 — 2004
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Santander Bank, N.A. August 2014 - Present
Federal Reserve Bank of Boston May 2012 - August 2014
Federal Reserve Bank of Boston June 2010 - May 2012
State Street February 2010 - May 2010
Federal Reserve Bank of Boston January 2009 - March 2010
Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Process Improvement, Hedge Funds
Education
Boston College - Carroll School of Management 2011 — 2015
Masters in Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Master’s Degree, Masters of Science in Finance (MSF) Candidate
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Science in Business Administration BSBA, Finance
National Quality Review February 2012 - June 2014
FXD Consulting October 2009 - May 2012
State Street December 1990 - December 2008
Boston Financial Data Services 1983 - 1989
Mutual Bank 1965 - 1982
Skills
Talent Management, Human Resources, Program Management, Project Planning, Policy, Executive Coaching, Management, Leadership Development, Process Improvement, Financial Services, Leadership, Management Consulting, Data Analysis, Business Process..., Procurement, Change Management, Employee Benefits, Performance Management, Project Management, Succession Planning, Organizational..., Coaching, Staff Development, Mutual Funds, Strategic Planning, Training, Employee Engagement, Relationship Management, Onboarding
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1970
MBA, Organization Development
Northeastern University
B.S., Management
Northeastern University
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Raytheon October 2013 - Present
State Street May 2012 - October 2013
Raytheon November 2010 - May 2012
Raytheon Missile Systems June 2007 - November 2010
Sierra Tucson December 2006 - May 2007
Tohono Chul Park August 2006 - December 2006
Geo Advertising & Marketing June 2003 - August 2006
Skills
Feature Writing, Executive Communications, Event Planning, Community Relations, Diversity, Social Media, Internal Communications, Communication Training, Project Management, Public Relations, Feature Articles, Social Media Marketing, Newsletters, Community Development, Leadership, Press Releases, Corporate Communications, Marketing, Crisis Communications, Program Management, Communications Planning, Speech Writing
Education
University of Arizona 2003 — 2006
B.A., Communication and Business
Boston College - Carroll School of Management
Certification in Corporate Community Involvement, Corporate Citizenship
DST Systems May 2014 - Present
Boston Financial Data Services September 2010 - April 2014
Boston Financial Data Services January 2007 - August 2010
State Street June 2002 - January 2007
Capgemini August 1999 - June 2002
Education
Boston College 1995 — 1999
Bachelor of Arts, Economics, Cum Laude
Tabor Academy 1991 — 1995
State Street May 2015 - Present
Altair Management Consultants January 2014 - April 2015
Boston College International student Club May 2012 - May 2013
Standard Chartered Bank July 2012 - September 2012
Johnson & Johnson (Codman) January 2012 - June 2012
CanAsia Consulting October 2010 - July 2011
Shanghai Pudong Development Bank November 2009 - October 2010
Ernst & Young August 2008 - November 2009
Skills
Chinese, Shanghainese, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Financial Advisory, Microsoft Excel, Due Diligence, Data Analysis, Mergers & Acquisitions
Education
Boston College - Carroll School of Management 2011 — 2013
MBA / MSF, Finance
Fudan University 2004 — 2008
BA, English Language and Literature
Fudan University 2005 — 2007
BA, Economics
BNY Mellon January 2011 - Present
Liberty Mutual 2008 - February 2011
Mercer 2005 - 2008
State Street 1998 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Strategic Management
Smith College 1989 — 1993
BA, French Literature
PwC September 2011 - Present
State Street November 2010 - August 2011
Skills
CPA, Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, Insurance, Internal Controls, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSc, Accounting
The London School of Economics and Political Science (LSE) 2005 — 2008
BSc, Accounting and Finance
Point72 Asset Management June 2015 - Present
Point72 Asset Management, L.P. June 2014 - August 2014
State Street April 2013 - November 2013
AeroDesigns, Inc. May 2012 - August 2012
Nashoba Valley Ski Area June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Social Media Marketing, Bloomberg, Customer Service, Banking, Financial Services, Manage Client..., Golf, Outlook, Equities, Interpersonal Skill, Geneva, Intellimatch, Account Reconciliation, Futures Trading, Long/Short Equity, Prime Brokerage
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance and Economics
Chelmsford High School 2007 — 2011
Bank of America Merrill Lynch June 2015 - August 2015
Boston College September 2014 - May 2015
Consult Your Community November 2013 - May 2015
State Street June 2014 - April 2015
Preston Todd Advisors January 2014 - May 2014
Summer Fenn Day Camp June 2013 - August 2013
Diamond Diagnostics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Marketing, Problem Solving, Consulting, Microsoft Office, Market Research, Social Media, PowerPoint, Critical Thinking
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance, GPA: 3.967
Groton-Dunstable Regional High School 2008 — 2012
High School Diploma
Ropes & Gray LLP March 2014 - Present
State Street March 2013 - March 2014
Skills
Sales, Microsoft Office, Customer Service, Research, Problem Solving, Communication, Microsoft Excel, Problem Analysis, Organization, Internet, Data Extraction, Data Entry, PowerPoint, Fund Accounting, Accounting, Fund Administration, Financial Analysis, Teamwork, Legal Compliance, Regulatory Compliance, Compliance Analysis
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics & English, 3.45
Newburgh Free Academy 2005 — 2008
Santander Bank, N.A. September 2015 - Present
Union Bank May 2012 - August 2015
State Street February 2008 - April 2012
Agawam Trust & Management, LLC September 1999 - January 2008
Skills
Operational Risk, Operational Risk..., Financial Risk, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Risk Management, Hedge Funds, Derivatives, Alternative Investments, Basel II, Banking, RCSA, Market Risk, Financial Services, Enterprise Risk..., AML, Capital Markets, Financial Markets, Anti Money Laundering
Education
Boston College 1982 — 1986
BA, Economics
Haverhill High School 1979 — 1982
High school diploma
State Street May 2015 - Present
State Street May 2014 - May 2015
State Street October 2013 - May 2014
Gelber Group LLC August 2012 - August 2012
OptionsCity Software, Inc. July 2012 - August 2012
WSP Commodities Trading, LLC May 2012 - June 2012
Skills
Microsoft Excel, VBA, PowerPoint, Teamwork, Public Speaking, Accounting, Team Leadership, Time Management, Fund Accounting, Derivatives, HTML, Mutual Funds, Bloomberg
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Management with concentrations in Accounting and Marketing
Fairfield College Preparatory School 2005 — 2009
High School Diploma
State Street June 2015 - Present
State Street June 2014 - August 2014
Hudson Valley Renegades May 2013 - August 2013
Pepsi Cola of the Hudson Valley June 2012 - August 2012
Pepsi Cola of the Hudson Valley June 2012 - August 2012
Skills
Sales, Customer Service, Telephone Skills, Microsoft Excel, Ticket Sales
Education
Boston College 2012 — 2016
Finance and Marketing, Sophomore
Cornwall Central High School 2008 — 2012
Bank of America Merrill Lynch May 2013 - Present
Boston's Run to Remember March 2004 - Present
The Leukemia & Lymphoma Society December 2007 - Present
Bank of America Merrill Lynch August 2012 - May 2013
Bank of America Merrill Lynch July 2011 - August 2012
Morgan Stanley Smith Barney December 2009 - June 2011
State Street February 2008 - December 2009
Runner's Edge May 2003 - December 2007
Skills
Wealth Management, Asset Management, Coaching, Series 7, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Equities, Financial Analysis, Training, Portfolio Management, Leadership, Retirement, Series 31, Series 9/10, Series 66, Equity Compensation, Life & Health Insurance..., Series 63, Finance, Securities, FINRA, Uniform Combined State...
Education
College for Financial Planning 2012 — 2012
CRPC®, Chartered Retirement Planning Counselor
Boston College 2006 — 2008
M.Ed., Curriculum and Instruction
Boston College 2002 — 2006
B.A., History
Beverly Public High School 1998 — 2002
High School Diploma
Thomson Reuters July 2015 - Present
Copyright Clearance Center November 2009 - July 2015
The Education Resources Institute (TERI) 2003 - 2009
State Street September 2000 - August 2003
Skills
Marketing Strategy, Product Marketing, Lead Generation, Thought Leadership, Marketing, B2B Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Go-to-market Strategy, Content Strategy, Salesforce.com, Online Advertising, Strategy, Brand Management, Advertising, Public Relations, Digital Marketing, Business Development, Product Management, Product Launch, Demand Generation, Publishing, Messaging, Open Access, Market Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, Product and Brand Management
Emerson College 2001 — 2003
Master's degree, Publishing & Writing
Hobart and William Smith Colleges 1996 — 2000
Bachelor's degree, Philosophy
Copenhagen University 1998 — 1998
Bachelor's degree, Philosophy
State Street March 2015 - Present
State Street May 2014 - March 2015
State Street June 2013 - May 2014
Massachusetts General Hospital June 2005 - June 2013
Boston College September 2009 - May 2013
Abercrombie & Fitch June 2009 - March 2011
Skills
Recruiting, Human Resources, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Research, Spanish, Social Media, PeopleSoft, Data Entry, Nonprofits, Data Analysis
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Management/Leadership & HR Minor in Accounting
Universidad Complutense de Madrid 2011 — 2011
Boston Latin Academy 2005 — 2009
State Street September 2015 - Present
Capital Link, Inc. July 2013 - August 2015
Georgetown University September 2009 - December 2010
Boston College Law School May 2008 - August 2009
Woods Hole Oceanographic Institution July 2006 - August 2006
Skills
Research, Data Analysis, R, SAS, Stata, Microsoft Office, Statistics, Linear Regression, ANOVA, Generalized Linear..., Longitudinal Data, Survival Analysis, Nonparametric Analysis, Markov Chain Monte Carlo, Communication Skills
Education
The George Washington University 2011 — 2012
M.S., Statistics
Boston College 2005 — 2009
B.S., Chemistry
State Street 2014 - July 2015
State Street 1997 - 2014
State Street 1995 - 1997
State Street 1993 - 1995
Ann Taylor 1991 - 1993
Skills
Market Data..., FITS, Bloomberg, MS Access, DACS, Expense Management, Compliance Reporting, Thomson Reuters, Market Data, Interactive Data, Equities, Fixed Income, OTC Derivatives, Markit, MS Office, Visio, Non-Stop SQL, Business Continuity..., Back Office, Access, Bloomberg Terminal, Risk Management, Securities, Financial Services, Business Analysis, Derivatives, Mutual Funds, Financial Analysis, Vendor Management
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance & Marketing
Blue Hills Bank May 2015 - Present
State Street October 2007 - May 2015
State Street September 2004 - October 2007
Citizens Bank October 2002 - September 2004
Skills
Pension Systems, Performance Auditing, Financial Accounting, Financial Analysis, Client Services, Financial Reporting, Client Relations, Pension Funds, Pensions, Employee Training, Mutual Funds, Hedge Funds, Trade Finance, Commercial Banking, Fund Accounting, Deadline Oriented, Microsoft Excel, Bloomberg Software, Leadership, Teamwork, Communication, Corporate Finance, Corporate Communications, Accounts Payable, Accounts Receivable, Fixed Income, Private Equity, Real Estate Private..., Interest Rate Swaps, Financial Futures, Computer Proficiency, Computer Hardware, Client Billing, Reporting & Analysis, Cost Reporting, Cost Basis Reporting, Expense Reports, Annual Reports, Endowments, Pricing, Pricing Analysis, Equity Research, Derivatives, FX Derivatives, Customer Service, Finance, Portfolio Management, Team Building, Bloomberg, Equities
Education
Boston College 1997 — 2001
Bachelor's degree, Communication and Media Studies
Watts Water Technologies September 2014 - Present
Novartis May 2007 - July 2014
Aspen Re March 2005 - May 2007
State Street April 2000 - May 2004
Skills
Internal Audit, SOX Compliancy, Internal Controls, Business Process..., Process Control, Financial Reporting, Corporate Governance, Risk Assessment, Operational Risk..., Sarbanes-Oxley Act, Auditing, Managerial Finance, Business Process, Finance, Management
Education
Boston College 1988 — 1990
Master of Business Administration (MBA)
The Institute of Chartered Accountants of India 1984 — 1988
Chartered Accountant
TEKsystems September 2013 - Present
Travelers July 2010 - July 2013
Travelers July 2008 - 2010
State Street January 2008 - June 2008
State Street June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Outlook, Property & Casualty..., Insurance, Data Analysis, Pricing, Analytics, Analysis, Leadership, Risk Management, Vendor Management, Sales
Education
Boston College 2004 — 2008
Bachelor of Science, Finance/Marketing
Federal Reserve Bank of Boston September 2014 - Present
Federal Reserve Bank of Boston December 2013 - August 2014
Virtual, Inc. April 2011 - December 2013
State Street March 2010 - April 2011
Hawk Veterinary Group January 2009 - March 2010
CB Richard Ellis February 2008 - December 2008
CB Richard Ellis July 2007 - February 2008
Skills
Financial Analysis, Financial Modeling, Business Analysis, Business Planning, Business Intelligence, Association Management, Accounting, Small Business..., Aviation Industry, Investments, CFA Level I, Business Development, Corporate Finance, Microsoft Excel, Finance, Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Business Administration
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF, Finance
The University of North Dakota 2003 — 2007
Bachelor's, Aviation Management
Capgemini Consulting May 2015 - Present
AllianceBernstein January 2014 - May 2015
State Street April 2011 - January 2014
State Street August 2009 - April 2011
State Street June 2007 - August 2009
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust June 2005 - August 2006
Skills
Financial Analysis, Data Analysis, Fixed Income, Equities, Performance Measurement, Performance Analysis, SQL, Microsoft Excel, Investments, Team Management, Finance, Operations Management, Performance Management, Microsoft Word, PowerPoint, StatPro, Operational Efficiency, Business Analysis, Analytics, Risk Management, Bloomberg, Legacy System Conversion, Management, Financial Services, Analysis, Strategy, Consulting, Leadership, Microsoft Office, Research, Strategic Planning, Management Consulting, Business Strategy, Process Improvement, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
CFA Institute 2010 — 2010
Level I Exam, Passed December
PwC October 2011 - Present
PwC January 2011 - April 2011
State Street February 2009 - May 2010
Liberty Mutual Insurance June 2007 - September 2007
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
MSA/MBA, Accounting, Business Administration
Boston College 2004 — 2008
State Street December 2014 - Present
State Street October 2012 - December 2014
State Street August 2011 - October 2012
State Street August 2008 - August 2011
Investor's Bank and Trust May 2007 - August 2007
Skills
Mutual Funds, Financial Analysis, Currency Exchange, FX Derivatives, Financial Markets, Microsoft Excel, Security Analysis, Investment Management, Fixed Income, Bloomberg
Education
Boston College 2015 — 2017
Master’s Degree, Applied Economics
Merrimack College 2004 — 2008
Bachelor's, Finance
Wayland High School
Citi June 2014 - Present
Citi June 2013 - August 2013
State Street June 2012 - August 2012
extensionEngine September 2011 - January 2012
BTTR Ventures June 2011 - August 2011
Blue Kitabu July 2009 - August 2009
Education
Boston College 2010 — 2014
Bachelor of Science, Finance and Marketing
State Street May 2013 - Present
Dell July 2009 - July 2012
Dell May 2008 - August 2008
Shearman & Sterling LLP October 2003 - January 2007
UBS Investment Bank July 2001 - October 2003
Skills
Business Process..., Business Strategy, Financial Modeling, Product Management, Business Development, Program Management, Data Analysis, Strategic Planning, Project Management, Salesforce.com, Business Intelligence, Marketing Strategy, Financial Analysis, Competitive Analysis, Corporate Finance, Valuation, Marketing, Due Diligence, Cross-functional Team..., Budgets, Finance, Analysis, Strategy, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration, Full-Time Program, Concentrations in General Management and Information Systems
Boston College 1997 — 2001
Carroll School of Management - Bachelor of Science in Management, Finance and Marketing
Independent Financial Consultant September 2015 - Present
Morgan Stanley Smith Barney May 2011 - September 2015
Caribbean U-Turn February 2008 - August 2011
State Street October 2010 - March 2011
State Street May 2009 - October 2010
State Street October 2007 - May 2009
Computershare September 2006 - June 2007
Skills
Public Speaking, Microsoft Office, Finance, Event Planning, Microsoft Excel, Research, Investments, Financial Analysis, PowerPoint, Social Networking
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelors, General Management
Governor Dummer Academy 1999 — 2002
The Fessenden School 1998 — 1999
UBS Wealth Management July 2012 - Present
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
State Street June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Boston College Student Agencies April 2007 - May 2008
Skills
Equity Research, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.Sc.), Accounting and Finance
PFLS 2000 — 2007
High School
20th Century Fox Film June 2014 - Present
Warner Bros. Studios April 2014 - May 2014
Bain Capital April 2012 - February 2014
Bain Capital June 2011 - April 2012
Bain Capital June 2009 - May 2011
State Street June 2008 - August 2008
UBS January 2008 - March 2008
Skills
Valuation, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Finance, Equities, Investments, Bloomberg, Hedge Funds, Financial Analysis
Education
Boston College - Carroll School of Management 2005 — 2009
BS, Finance, Accounting
Boston College
Decision Resources Group March 2014 - Present
Decision Resources December 2011 - March 2014
Fidelity Investments July 2010 - November 2011
Fidelity Investments 2009 - 2009
State Street 2008 - 2008
Skills
SQL, Data Analysis, HTML, Systems Analysis, Microsoft Office, Unix Shell Scripting, Capital Markets, Ruby on Rails, PostgreSQL, Agile Methodologies, iOS development
Education
Boston College 2006 — 2010
Bachelors of Arts, Computer Science, Economics Minor
State Street August 2015 - Present
WilmerHale January 2013 - June 2015
Sidley Austin LLP October 2010 - January 2013
US Securities and Exchange Commission September 2009 - December 2009
Skills
Securities Regulation, Corporate Law, Mergers & Acquisitions, Corporate Governance, Securities Offerings
Education
Boston University School of Law 2007 — 2010
Juris Doctor, Law
Boston College 2001 — 2005
Bachelor of Arts (BA), Political Science, Theology
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2013 - March 2015
Fidelity Investments October 2012 - June 2013
State Street February 2012 - October 2012
William George Associates November 2010 - January 2011
Fidelity Investments August 2006 - April 2010
Fidelity Investments January 2004 - July 2006
Fidelity Investments June 2000 - December 2003
Skills
Risk Management, Project Management, Operations Management, Staff Development, Process Improvement, Mutual Funds, Management, Relationship Management, SDLC, PMP, Business Analysis, Fixed Income, Financial Services, Vendor Management, Business Process..., Six Sigma, Business Process..., Securities, Business Requirements, Bloomberg, Finance, Lean Transformation, Lean Culture, Lean Fundamentals, Lean Tools, Leadership, Equities, Product Management, Investments, Business Intelligence, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
University of Maine 1990 — 1994
BS, Finance
Roth Capital Partners December 2013 - February 2015
MLV & Co. April 2011 - November 2013
Wedbush Morgan Securities June 2010 - April 2011
UBS Investment Bank April 2007 - May 2008
Banco Itaú 2008 - 2008
First Albany Capital (now Broadpoint Gleacher) July 2005 - April 2007
Partners Healthcare November 2004 - January 2005
State Street June 2004 - September 2004
Skills
Equity Research, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Private Equity, Financial Statement..., Pharmaceutical Industry, Investment Management, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF
Florida International University - College of Business 1997 — 1999
MBA
Florida International University 1988 — 1992
BS
St. Brendan High School
Weiss Asset Management June 2014 - Present
Grantham, Mayo, Van Otterloo & Co July 2010 - June 2014
State Street Global Advisors October 2008 - June 2010
State Street August 2007 - September 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA
Tufts University 2003 — 2007
BA, International Relations, French
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
MFS Investment Management December 2006 - Present
MFS Investment Management October 2005 - December 2006
State Street September 2004 - September 2005
Investors Bank & Trust September 2002 - September 2003
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Bank of New York Mellon January 2007 - September 2013
Masonic Grand Lodge of California January 2005 - December 2006
Strategic Investment Solutions 2002 - 2005
Barclays Global Investors 2000 - 2001
State Street 1995 - 2000
Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment
Education
Boston College
State Street October 2014 - Present
Wellington Management May 2013 - October 2014
Wellington Management March 2012 - May 2013
Wellington Management January 2011 - March 2012
Wellington Management July 2009 - January 2011
Wellington Management February 2007 - July 2009
PNC February 2005 - February 2007
PNC November 2002 - February 2005
PNC February 2001 - November 2002
Skills
Hedge Funds, Equities, Mutual Funds, Derivatives, Alternative Investments, Fixed Income, Investment Company Act, Market Data, Capital Markets, SharePoint, Microsoft Office, Sentinel, Tableau, Business Intelligence, Team Management, Project Management, Expatriate Management, Globalization, Trading Systems, Risk Management, UCITS, ERISA, Anti-corruption, Vendor Management, Contract Management, Privacy Compliance, Compliance Oversight, Blue Sky, Financial Regulation
Education
Boston College 2011 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 1995 — 2000
Bachelor's Degree
The London School of Economics and Political Science (LSE)
Hansard Scholars Programme
HealthcareSource March 2011 - Present
Maponics November 2010 - January 2011
Datawatch July 2007 - November 2010
Oracle July 2006 - June 2007
UNIFIRST, Dorchester October 2005 - July 2006
VENTURI CAREER PARTNERS October 2002 - October 2005
King & Bishop May 2000 - September 2001
State Street May 1993 - April 2000
Skills
Microsoft Office, Sandler, Solution Selling, Management, Strategic Planning, Sales, Recruiting, SaaS, Sales Process, Salesforce.com
Education
Boston College
B.S, Finance
Catholic Memorial
RunKeeper November 2014 - Present
SPOT Parking 2015 - 2015
SPOT Parking 2015 - 2015
RunKeeper August 2012 - November 2014
Thomson Reuters April 2009 - July 2012
State Street January 2006 - March 2009
Skills
Software Quality..., Microsoft Office, Balsamiq, PHP, Perl, MySQL, CSS, HTML, Unix, Excel, Word, PowerPoint, Visual Basic, Product Management, Product Development, Microsoft Excel, Microsoft Word, Agile Testing, Software Project..., Business Analysis, Quality Assurance, Analysis, Databases, Testing, SQL, Web Applications, Test Planning, Scrum, Visio, Priority Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
Masters, Business Administration, 3.796
Boston University 1996 — 2000
Bachelor of Arts, Computer Science
FM Global July 2003 - Present
State Street Global Advisors 2000 - 2003
State Street 1997 - 2003
Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Business Analysis, Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Institute of Management Technology, Ghaziabad 1994 — 1996
PG DIPLOMA, 1 year of study
Shri Ram College of Commerce 1991 — 1994
Bachelor of Commerce
Shri Ram College of Commerce 1991 — 1994
BCOM
Sardar Patel Vidyalaya 1987 — 1991
High School, Commerce/Accounting/Finance
loreto convent 1981 — 1987
Elementary & Middle School
State Street March 2015 - Present
J.P. Morgan October 2011 - November 2014
State Street Corporation November 2010 - October 2011
International Fund Services, a State Street Company May 2006 - November 2010
Skills
Bloomberg, Finance, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Valuation, Tax, Financial Modeling, Fund Administration, Leadership, Swaps, Microsoft Office, Investments, Fixed Income, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business
Boston College 2000 — 2004
Bachelor of Arts, English, Political Science
Financial Architects Partners, LLC May 2004 - Present
Liberty Mutual February 1997 - January 2002
State Street July 1995 - February 1997
Skills
Business Development, Accounting, Financial Reporting, Analysis, Process Improvement, Valuation, Mergers, Technology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
Boston College 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Colliers Meredith & Grew November 2004 - Present
State Street September 2000 - November 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Harvard Management Company July 2013 - Present
Boston University January 2013 - Present
Harvard Management Company March 2012 - June 2013
Harvard Management Company July 2006 - February 2012
Harvard Management Company June 2000 - June 2006
Quasar Services Inc July 1998 - December 2003
State Street April 1998 - June 2000
AT&T June 1994 - April 1998
Parametric Technology Corporation October 1993 - June 1994
Patni Computer Services September 1988 - October 1993
Skills
Fixed Income, Quantitative Finance, Credit Derivatives, Equities, Interest Rate..., Trading Systems, Valuation, Securities, Derivatives, Bloomberg, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Capital Markets, Swaps, Quantitative Analytics, Risk Management, Java, Financial Services, Finance, Bonds, Options, SQL, Analytics, Financial Modeling, Financial Risk, R, Corporate Actions
Education
Paul Wilmott's 7 City 2012 — 2012
CQF, Quantitative Finance
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Master of Business Administration (MBA), Asset Management focus
University of Mumbai 1983 — 1987
BE, Electronics Engineering
Union Federal Savings Bank 2008 - Present
First Marblehead Education Resources 2007 - Present
First Marblehead Corp 2007 - 2008
BJ's Wholesale Club May 2004 - November 2006
State Street May 1988 - September 2003
Cullinet Software 1984 - 1988
Skills
SDLC, Program Management, Vendor Management, Management, IT Management, Disaster Recovery, Software Project..., Enterprise Architecture, Information Technology, Project Management, PMP, Business Analysis, Team Leadership, Leadership, Infrastructure, Product Development, Active Directory, Process Improvement
Education
Boston College 1969 — 1973
BA, English
State Street August 2005 - Present
PFPC November 2004 - August 2005
State Street July 1999 - November 2004
Frito Lay January 1996 - July 1999
Skills
Bloomberg, Access, Excel, Fund Accounting, Client Service, VBA, Microsoft Excel, Financial Analysis, Securities, Financial Services, Fixed Income, Hedge Funds, Equities, Corporate Actions
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Science, Finance
Fidelity Investments August 2010 - Present
State Street August 2008 - July 2010
Fidelity Investments December 1995 - March 2008
Skills
Fund Accounting, Financial Analysis, Fund Administration, Mutual Funds, Equities, Financial Services, Financial Reporting, Securities, Investments, Fixed Income, Accounting, Corporate Actions, Asset Managment, Corporate Finance, ETFs, Finance
Education
Suffolk University - Sawyer Business School 1985 — 1988
MBA
Boston College 1980 — 1983
BS, Marketing
Citi January 2013 - Present
Citigroup April 2011 - Present
State Street January 2010 - April 2011
State Street December 2008 - January 2010
State Street June 2007 - January 2009
Education
Boston College 2003 — 2007
BS, Human Resources, Marketing
United World College SE Asia 1999 — 2003
International Baccalaureate
Kleinfelder/S E A. September 2015 - Present
Wilson Architects Inc. September 2013 - August 2015
Goody Clancy & Associates, Inc September 2008 - September 2013
CRA International, Inc December 2006 - July 2008
CRA International, Inc. January 2000 - November 2006
State Street Corporation December 1997 - December 1999
State Street September 1996 - November 1997
Tucker, Biegel and Goldstein August 1992 - August 1996
Skills
Accounting, Accounts Payable, Budgets, Accounts Receivable, Contract Management, Software Documentation, Sarbanes-Oxley, General Ledger, Customer Service, Invoicing, Spanish, System Administration, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Process Improvement, Finance, Analysis, Training, Account Reconciliation, Auditing, Management, Business Process..., Project Management, Revenue Recognition, Internal Audit, Sarbanes-Oxley Act, Contract Negotiation, Microsoft Excel, Managerial Finance, Internal Controls, Microsoft Office, Journal Entries
Education
Harvard Extension School 2001 — 2005
CSS, Management
Boston College 1988 — 1992
BA, Psychology
Ansonia High School 1984 — 1988
Kaplan
Relationship Manager/ Financial Services Executive September 2014 - Present
State Street 2008 - 2014
State Street 2000 - 2008
State Street 1998 - 2000
Skills
Mutual Funds, Equities, Alternative Investments, Bloomberg, Hedge Funds, Series 63, Derivatives, Fund Accounting, Investment Operations, Investments, Financial Services, Due Diligence, Valuation, Relationship Management, Portfolio Management, Investment Management, Trading, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters of Arts, Finance
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
State Street August 2014 - Present
State Street October 2012 - August 2014
State Street February 2008 - October 2012
Investors Bank & Trust November 1999 - February 2008
BankBoston June 1995 - November 1999
Education
Boston College
BA, Economics
Suffolk University - Sawyer School of Management
MBA
State Street August 2007 - Present
Skills
Investment Advisory, Mutual Funds, SEC reporting, Securities, Securities Law, Corporate Governance
Education
Boston College
BA, Philosophy
Suffolk University Law School
JD
State Street June 1998 - Present
Conservation Services Group January 1991 - June 1998
Skills
Mutual Funds, Bloomberg, Securities, Asset Management, Fixed Income, Financial Analysis, Equities, Financial Services
Education
Boston College 1986 — 1990
BS, Marketing
Wellington Management May 2012 - Present
State Street March 2011 - April 2012
State Street May 2007 - February 2011
Investors Bank & Trust August 2001 - July 2007
Education
Boston College 2007 — 2009
MBA
Stonehill College 1997 — 2001
BS, Finance
State Street March 2013 - Present
Skills
Financial Analysis, Process Improvement, Financial Modeling, Corporate Finance, Strategic Financial..., Accounting, Project Management, Business Analysis, Revenue Analysis, Microsoft Excel, MS Project, Access, Budgets, Finance, Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (MS)
University of Massachusetts, Amherst
Bachelors of Science
VPNE Parking Solutions December 2013 - Present
VPNE January 2012 - December 2013
VPNE Parking Solutions October 2003 - January 2012
State Street 1999 - 2003
Skills
Property Management, Contract Negotiation, Marketing, Sales, Strategic Planning, Leadership, New Business Development, Marketing Strategy, Budgets, Selling, Team Building, Management, Customer Service, Leases, Financial Analysis, Operations Management
Education
Suffolk University 2004 — 2007
Masters Degree, Business Administration
Boston College 1995 — 1999
Bachelor of Arts, Communication
Boston College High 1991 — 1995
GE Capital December 2009 - Present
GE Capital September 2006 - November 2009
GE Capital September 2005 - August 2006
GE Capital October 2003 - August 2005
State Street June 1996 - June 2003
Skills
Underwriting, Portfolio Management, Loans, Leveraged Finance, Credit Analysis, Credit Risk, Six Sigma, Corporate Finance, Risk Management, Credit, Financial Modeling, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments
Education
Boston College 1992 — 1996
Bachelor’s Degree, Accounting
WageWorks June 2008 - Present
State Street September 2000 - June 2008
Skills
Project Management..., Six Sigma Yellow Belt, Integration, PMP, Process Improvement, Six Sigma, Business Analysis, CRM, Vendor Management, Team Building, Risk Management
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Political Science Major
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Deloitte March 2014 - Present
Noble Supply & Logistics April 2010 - March 2014
FRC 2009 - 2010
MHQ February 2005 - April 2009
JPMorgan Chase September 2003 - December 2004
State Street June 2000 - June 2003
Skills
Customer Service, Strategic Planning, Microsoft Office, Program Management, PowerPoint, Microsoft Word, Business Strategy, Analysis, Budgets, Financial Analysis, Sales, Microsoft Excel, Data Analysis, Project Management, Inventory Management, Leadership, Contract Negotiation, Marketing, IT Operations, Accounting, Procurement, NetSuite, Forecasting, Management, Integration, Strategy, Cross-functional Team..., Consulting, Process Improvement, Business Analysis, Salesforce.com, SaaS, Finance
Education
Boston University 2013 — 2015
Master's degree, Web Application
Boston College 1998 — 2000
BS, Accounting
Quincy College 1995 — 1998
Catholic Memorial 1990 — 1994
G-51 Capital Management September 2015 - Present
State Street October 2013 - May 2015
Merrill Lynch June 2012 - August 2012
Bennett & Company PC March 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Research, PowerPoint, Finance, Data Analysis, Financial Modeling, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Master of Science in Finance (MSF)
University of Hartford 2009 — 2013
Bachelor's degree, Economics & Finance, Accounting
Weston High School 2005 — 2009
State Street June 2010 - Present
State Street Corporation June 2008 - June 2010
Kraft Nabisco May 2003 - September 2007
Boston College Police Department September 2003 - May 2006
State Street Corporation June 2005 - August 2005
Education
Boston College 2002 — 2006
BS, Finance
State Street June 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor of Arts, Economics
ING Institutional Plan Services, LLC February 2013 - Present
Wellesley College October 2004 - July 2008
Fleet Bank December 1998 - July 2001
Fleet Bank August 1997 - December 1998
State Street October 1995 - August 1997
State Street October 1990 - October 1995
Fidelity Investments May 1987 - August 1990
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1996
MBA, Finance, Accounting
Pennsylvania State University 1981 — 1985
BS, Marketing, Economics
Liberty Mutual Investments April 2014 - Present
Liberty Mutual Investments December 2010 - April 2014
Liberty Mutual Investments January 2001 - December 2010
State Street August 2000 - December 2000
Skills
Reverse Mortgages, Fixed Income, Trading, Bloomberg, Structured Finance, Structured Products, MBS, ABS, Microsoft Excel, Intex, BlackRock Aladdin, Barclays Point
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA, Finance
Boston College 1996 — 2000
BA, Economics and History
Newark Academy 1992 — 1996
Batterymarch Financial Management April 2011 - January 2015
State Street September 2006 - April 2011
State Street April 2005 - September 2006
Skills
Bloomberg, Corporate Actions, Fixed Income, Securities, Asset Management, Valuation, Equity Research, Financial Services, Equities, Fund Accounting, Restaurant Management, Financial Risk, Private Equity, Financial Analysis, Finance, Asset Managment, SWIFTs, Performance Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Global Management
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), International Business, Marketing, cum laude
State Street OfficerState Street2008 - 2012
Education
Boston College
State Street AVPState StreetOctober 1997 - Present
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Mathematics, 3.4
Mortgage Master July 2015 - Present
State Street June 2013 - August 2014
Telamon Insurance & Financial Network July 2012 - August 2012
CCIM, LLC. July 2011 - August 2012
Skills
Proficient with..., Excellent Communication..., Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Customer Service, Time Management, Leadership
Education
Boston College 2011 — 2015
St. John's Prep 2007 — 2011
High School Degree
Boston College Carroll School of Management August 2013 - Present
State Street June 2014 - August 2014
Janney Montgomery Scott LLC July 2009 - June 2013
Janney Montgomery Scott LLC July 2006 - July 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2002 — 2006
B.S. Business Administration (Gabelli School of Business)
Boston College Instructional Design & e-Teaching Services January 2015 - Present
Boston College Instructional Design & e-Teaching Services September 2014 - December 2014
Boston College August 2014 - August 2014
Boston College Office of Residential Life - Summer Operations May 2014 - August 2014
State Street July 2013 - August 2013
John Snow, Inc. (JSI) November 2012 - June 2013
State Street July 2012 - August 2012
Boston Financial Data Services July 2011 - August 2011
Education
Boston College 2013 — 2017
Bachelor of Science in Management
Boston Latin School 2009 — 2013
High School Diploma
State Street April 2014 - Present
State Street June 2010 - April 2014
EY June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Capital Markets, Equities, Derivatives, Valuation, Investments, Risk Management
Education
Boston College 2006 — 2010
Bachelor's degree, Management with concentrations in Finance and Information Systems
State Street June 2014 - Present
Strategic Financial Services May 2013 - August 2013
TK O'Malley's April 2011 - August 2012
Skills
Financial Services
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance
Rockland High School 2008 — 2012