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
The Citco Group of Companies April 2015 - Present
Sun Capital Partners October 2012 - March 2015
State Street June 2011 - August 2012
ARAMARK June 2010 - June 2011
CVS Caremark Corporation September 2007 - August 2008
CVS Caremark Corporation January 2006 - August 2007
Skills
Accounting, Customer Service, Retail, Microsoft Word, Financial Statements, Organization Skills, QuickBooks, Investran, Invoicing, Financial Modeling, Finance, Access, Microsoft Excel, Mutual Funds
Education
Boston University 2007 — 2011
Bachelor's Degree, Finance, Operations Management
Radius Global Growth Experts January 2014 - Present
State Street June 2011 - December 2013
State Street August 2010 - May 2011
Skills
Financial Analysis, Mutual Funds, Bloomberg, Investments, Fixed Income, Equities, Valuation, Securities, Financial Reporting, Bloomberg Terminal, Fund Accounting, Financial Services, Alternative Investments
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Massachusetts Boston 2007 — 2011
Bachelor of Science (BS), Management
Carbonite 2015 - Present
Boston University - Cryptography Lab January 2015 - May 2015
Boston University Accounts Payable Department January 2014 - January 2015
State Street June 2014 - August 2014
Cold Stone Creamery May 2008 - July 2013
New England Sports Academy June 2010 - September 2010
Skills
Python, SQL, HTML, AngularJS, CSS, Microsoft Excel, Customer Service, PowerPoint, Java, Research, Windows, Outlook, VB for Applications
Education
Boston University 2012 — 2016
Bachelor’s Degree, Computer Science, Senior
State Street May 2015 - Present
Santander Bank, N.A. July 2014 - May 2015
State Street January 2014 - July 2014
State Street May 2012 - January 2014
Skills
Customer Service, Foreign Exchange, Accounting, Trading Systems, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Sales, Finance, Analysis
Education
Boston University 2008 — 2012
Bachelor's Degree, Business Administration - Finance
Bay Financial Associates October 2009 - Present
Wells Fargo Advisors, LLC September 2005 - September 2009
State Street September 2000 - December 2003
Lucent Technologies (fka Kenan Systems) September 1997 - August 2000
Skills
Certified Financial..., Investment Advisory..., Mutual Funds, Securities, Retirement Planning, Personal Finance, Strategic Financial...
Education
Boston University 2004 — 2004
Certificate in Financial Planning, Financial Planning and Services
Bryant University 1982 — 1986
BS in Business Admin., Summa Cum Laude, Accounting
HOPE International October 2004 - Present
HOPE International October 2004 - Present
Wellington Management July 2004 - September 2004
State Street August 1999 - June 2001
Skills
Analytical Research, Non-profits, Accounting, International..., International Relations, Organizational..., Corporate Actions, Personal Finance, Employee Benefits, Recruiting, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Director, Developing countries, Non-Profit Organizations, 501c3, Communication, International, Sub-Saharan Africa, Eastern Europe, International Tax
Education
Boston University 2000 — 2004
Master of Business Administration (MBA), 3.8
Boston University 2000 — 2004
Master's degree, International Relations, 3.6
Harvard Business School 2008 — 2008
Program on Strategic Leadership for Microfinance
Eastern Nazarene College 1995 — 1999
Bachelor of Arts (BA), Psychology and Sociology, 3.95
State Street August 2014 - Present
Massachusetts Division of Banks March 2013 - Present
Bentley Systems June 2008 - August 2012
Skills
Java, Python, JavaScript, CSS, MySQL, MongoDB, Berkeley DB, XML, PHP, Stata, Microsoft Word, Microsoft Excel, Microstation, SketchUp, AutoCAD, Software Development
Education
Boston University 2010 — 2014
Bachelor's degree, Economics, Computer Science
Mutual of Omaha Bank June 2006 - Present
State Street August 2000 - May 2006
John Hancock Financial Services March 1998 - July 2000
Farm Credit Services of America May 1996 - May 1997
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
Juris Doctor
Boston University 1989 — 1993
Bachelor of Arts (B.A.)
Pilgrim High School 1985 — 1989
High School Diploma
Fraga Wealth Management Group March 2010 - Present
Fraga Law Office March 2010 - Present
ING June 2006 - March 2010
State Street September 2003 - June 2006
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Strategic Financial..., Pensions, Portfolio Management, Financial Services, Financial Advisory, Investment Advisory, Estate Planning, Investment Strategies, Elder Law, Revocable Trusts
Education
Bridgewater State University 1997 — 2001
Bachelor of Science
Boston University 2004 — 2006
Certificate of Financial Planning
State Street May 2014 - Present
Wink Sweets March 2013 - Present
Hipercept September 2013 - March 2014
State Street June 2011 - March 2013
State Street February 2010 - June 2011
State Street August 2008 - January 2010
State Street July 2007 - July 2008
Skills
Private Equity, Portfolio Management, Financial Analysis, Start-ups, Entrepreneurship, Business Analysis, Investran, Financial Data..., Financial Services, Bloomberg, Microsoft Excel, Microsoft Office, Alternative Investments, Fixed Income, Data Analysis, Project Management, Financial Reporting, Accounting, Social Media, Customer Service, Finance, Corporate Finance, Valuation, Facebook, Financial Statements, Real Estate, SQL
Education
Boston University 2002 — 2006
Bachelor's of Science, Advertising
Tokyo International Japanese School 2007 — 2007
Japanese Language
경희대학교 / Kyung Hee University 2006 — 2006
Korean Language
경희대학교 / Kyung Hee University 2004 — 2004
Korean Language
HS2 Solutions January 2014 - Present
State Street July 2007 - January 2014
Investors Bank & Trust September 2001 - July 2007
XOR Inc. March 1998 - September 2001
Accenture September 1994 - February 1998
Education
Boston University
Project Management Certificate
Cornell University 1993 — 1994
Master of Engineering (MEng), Electrical and Electronics Engineering
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Partners HealthCare January 2015 - Present
Dorchester House Multi Service Center September 2013 - January 2015
MEDITECH October 2010 - August 2013
State Street November 2008 - November 2009
Skills
Meditech, EHR, Software Documentation, Healthcare Information..., Software Implementation, Troubleshooting, EMR, Microsoft Office, Access, Hospitals, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Healthcare, Medical Software, CPOE, Management, Training, Outlook, HIPAA, Process Improvement, Project Management, Public Speaking, Research, Clinical Research, Public Relations, Account Management, Time Management, Quality Assurance, Marketing Communications, HL7, Informatics, Healthcare Management, Epic Systems
Education
Boston University 2012 — 2013
Certificate Degree, Health Information/Medical Records Technology/Technician
Roger Williams University 2004 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
RGP 2015 - Present
J.P. Morgan 2011 - 2014
State Street 2007 - 2011
Mercer 2005 - 2007
Skills
Financial Reporting, Mutual Funds, ETFs, Investment Products, Financial Accounting, Retirement Plans, Private Equity, Private Equity Funding, Real Estate Private..., Expense Management, Supervising Others, Client Service Oriented, Financial Services, Financial Operations, Equities, Securities, Cash Management, Investments, Alternative Investments, Analysis, Investment Banking, Retirement Planning, Management, Fixed Income, Financial Analysis
Education
Northeastern University 2008 — 2011
MBA, Accounting & Investments
Boston University 2001 — 2005
BSBA, International Management & Organizational Behavior, Magna cum Laude
Brown Brothers Harriman September 2006 - Present
MFS Investment Management November 2004 - September 2006
State Street September 2001 - October 2004
State Street September 1999 - September 2001
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Financial Analysis, Accounting, Finance, Account Reconciliation, Financial Statements, Fund Administration, IFRS, Auditing, Internal Audit, SEC Filings, Bloomberg, Financial Services
Education
Boston University 1997 — 1999
School of Management, Bachelor of Science in Business Administration, Finance Concentration
Town of Marshfield June 2015 - Present
Aloette Cosmetics May 2014 - Present
Town of Marshfield, Ma September 2014 - June 2015
State Street October 2012 - September 2014
State Street August 2011 - October 2012
State Street July 2010 - August 2011
State Street July 2007 - July 2010
McNamara Financial Services September 2006 - December 2006
Brockton District Court House September 2005 - December 2005
Skills
Mutual Funds, Management, Microsoft Excel, Time Management, Teamwork, Bloomberg, Fixed Income, Securities, Financial Analysis, Equities, Financial Modeling, Investments, Bloomberg Terminal, Alternative Investments, Derivatives, Financial Reporting, Microsoft Office, Financial Services, Access, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Finance, Trading, Auditing
Education
Boston University 2009 — 2009
Paralegal Certification, Paralegal Certification
Curry College 2003 — 2007
BS, Criminal Justice, Communications
Duxbury High School 1999 — 2003
Deloitte December 2012 - Present
Covidien 2012 - 2012
State Street 2007 - 2008
Skills
Enterprise Risk..., Internal Controls, Operational Risk, Sarbanes-Oxley Act, Change Management, Financial Analysis, Strategic Planning, Project Management
Education
Harvard University 2008 — 2010
Master, Business Management
Boston University
Accounting and Finance
Google December 2013 - Present
State Street June 2012 - August 2012
Acadian Asset Management May 2010 - August 2010
Boston University January 2008 - May 2008
Nanjing University September 2005 - June 2007
Project of Thermal Pipe Network System June 2006 - March 2007
Project of SEO System for Chiwan Container Terminal December 2005 - March 2006
Skills
Machine Learning, Matlab, Monte Carlo Simulation, Portfolio Management, Risk Management, Trading Strategies, Credit Analysis, Financial Analysis, Equities, Dynamic Asset Allocation, Data Analysis, Probability, Regression, Time Series Analysis, Stochastic Calculus, Optimization, C++, Python, Bash Shell, Excel VBA, SAS, SQL, VBA
Education
Boston University 2007 — 2013
Doctor of Philosophy, Engineering
Nanjing University 2004 — 2007
M.S, Operations Research, Optimization
Nanjing University 2000 — 2004
B.A, Computational Mathematics
Peking University 2003 — 2003
Summer School, Financial Mathematics
BNY Mellon Investment Management 2006 - Present
RBS Greenwich Capital 2003 - 2006
State Street 2000 - 2003
State Street 1997 - 2000
State Street 1994 - 1997
Fleet Bank 1988 - 1993
Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Derivatives, Securities, Mutual Funds, Financial Services, Outsourced Solutions, OCIO, Fiduciary Management, New Business Development, Investment Sales, RIA, Family Office, High Net Worth..., Institutional..., Institutional Sales, Hedge Funds, Equities, Investment Strategies
Education
Boston University 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Quantitative Methods, 3.45 GPA
CFA Institute 1992 — 1994
Chartered Financial Analyst
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst - Level 2 Candidate • September 2015
Boston University 2015 — 2015
Financial Planning and Services
State Street Alternative Investment Solutions May 2012 - Present
State Street Alternative Investment Solutions November 2008 - May 2012
State Street September 2007 - November 2008
Skills
Financial Reporting, Bloomberg, Management, General Ledger, Financial Services, Mutual Funds
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.)
Worcester State University 2003 — 2007
Bachelor of Science, Urban Studies
Santander Bank, N.A. April 2015 - Present
Federal Reserve Bank of Boston February 2014 - April 2015
Federal Reserve Bank of New York April 2012 - February 2014
US Treasury July 2011 - April 2012
Wolters Kluwer Financial Services November 2010 - May 2011
Citigroup June 2010 - September 2010
State Street June 1986 - February 2010
Skills
Treasury Management, Treasury, Fixed Income, ALM, Equities, Banking, Interest Rate Risk..., Cash Management, Alternative Investments, Capital Markets, Liquidity Management, Hedge Funds, Investments, Risk Management, Hedging, Asset Management, Valuation, Foreign Exchange, Bloomberg, Financial Services, Liquidity Risk, Funding, Liquidity, Financial Markets, Derivatives, FX Options, Securities, Bonds, Financial Risk, Market Risk, Credit Risk
Education
Boston University
BA, Economics
Suffolk University
MBA
State Street April 2015 - Present
State Street May 2012 - Present
Achieve Global - State Street Corporation May 2007 - April 2012
Edwards Angell Palmer & Dodge LLP 2005 - 2007
Skills
Organizational..., Change Management, Succession Planning, Talent Management, Program Management, Leadership Development, Project Planning, Organizational..., Leadership, Performance Management, Management, Training, Project Management, Employee Engagement, Recruiting, Human Resources, Coaching
Education
Boston University
Bachelor of Arts (B.A.), Philosophy & Spanish Language and Literature
WSC March 2014 - Present
Boston University September 2010 - Present
State Street February 2008 - December 2010
Chase Bank Kenya February 2007 - August 2007
Skills
Financial Analysis, Financial Risk, Risk Management, Financial Reporting, Economics, Corporate Finance, Data Analysis, Bloomberg, Microsoft Excel, Finance, Accounting, Microsoft Office
Education
Boston University 2010 — 2012
BSc, Actuarial Science
Jomo Kenyatta University of Agriculture and Technology 2004 — 2007
Bsc, Actuarial Science
Strathmore School 2000 — 2003
The Mitre Corp August 2007 - Present
MIT Lincoln Laboratory October 2003 - August 2007
State Street March 2003 - September 2003
BBN Technologies 1996 - 2002
Sapient 1995 - 1996
Lightbridge 1992 - 1995
Digital Equipment Corporation 1988 - 1992
Skills
Java, C/C++, SQL, JavaScript, jQuery, JSP
Education
Boston University
MS, Computer Science
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer Science
State Street August 2015 - Present
Citizens Bank September 2011 - July 2015
Omgeo November 2007 - August 2011
Citigroup 2005 - 2007
Bank of America (Fleet, BankBoston) 1986 - 2005
Skills
Information Security, Computer Security, IT Audit, Information Security..., Business Continuity, Security, CISSP, Risk Assessment, Security Audits, PCI DSS, ISO 27001, Governance, CISA, Security Awareness
Education
Northeastern University
MS, Computer Information Systems
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Boston University
BA, Economics
SunGard April 2008 - Present
State Street 2005 - 2008
Dataware Solutions, Inc 2000 - 2005
Skills
Project Management, Staff Management, Relationship Management, Team Building, Leading Development..., Process Engineering, Client Service Oriented, Client Services, CRM, Team Leadership, Trading, Business Analysis, Sales
Education
Boston University
Middlesex Community College
State Street March 2015 - Present
State Street October 2013 - March 2015
State Street August 2011 - October 2013
Master Cleaners January 2006 - August 2011
Department of State - US Embassy June 2010 - August 2010
National Defense University September 2009 - December 2009
Skills
Analysis, Mutual Funds, Research, Accounting, Financial Analysis, Management, Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, Account Reconciliation, Leadership, Strategic Planning, Securities, Financial Modeling, Finance, PowerPoint, Fund Accounting, Sales, Client Operations, Marketing, Financial Services, Client Relations
Education
Boston University 2006 — 2011
B.A., International Relations
Boston College High School 2002 — 2006
Osram Sylvania June 2014 - Present
Osram Sylvania March 2013 - May 2014
T3 Trading Group, LLC August 2012 - February 2013
Tampa Bay Storm February 2012 - August 2012
Champion Energy Services November 2011 - February 2012
Minnesota Vikings Football, LLC July 2011 - September 2011
State Street May 2011 - July 2011
Shoebuy.com January 2009 - July 2009
Frito Lay May 2008 - August 2008
Marino Recreation January 2007 - May 2008
Skills
Peachtree, SQL, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Data Analysis, Access, Teamwork, Time Management, Microsoft Office, Forecasting, Financial Analysis, Financial Reporting, Team Leadership, Equity Trading, Analysis, Sales
Education
Boston University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Finance & Marketing
North Carolina State University 2010 — 2010
Citizens Bank January 2015 - Present
Citizens Bank 2009 - December 2014
Bank of America 2005 - 2009
State Street 2003 - 2005
Skills
Member of Boston Estate..., Investment Management, FINRA, Private Banking, Series 6, Family Office, Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Securities, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income
Education
Boston University 2006 — 2008
Financial Planning Certificate Progam
University of Vermont 1998 — 2002
BS, Political Science
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
State Street 2006 - Present
State Street 2000 - 2005
State Street 1993 - 2000
State Street 1990 - 1992
State Street 1988 - 1989
State Street 1987 - 1988
Skills
Financial Services, Capital Markets, Strategic Planning, Relationship Management, Risk Management, Information Technology, Equities, Fixed Income, Foreign Exchange, Securities Lending, Information Security, Mutual Funds, Corporate Actions, Hedge Funds, Derivatives
Education
Boston University
Master of Business Administration (M.B.A.)
Stonehill College
Bachelor’s Degree, Finance and Computer Information Systems
J.P. Morgan December 2014 - Present
Brown Brothers Harriman March 2014 - October 2014
R.R.E.S. Inc. March 2013 - July 2014
Bento Cafe March 2013 - March 2014
When Pigs Fly Bakery May 2012 - February 2013
State Street April 2010 - April 2012
Skills
Budgets, Strategic Planning, HTML, Microsoft Excel, Social Media, Advertising, Microsoft Office, PowerPoint, Editing, Photoshop, Marketing, Microsoft Word, Windows, Outlook, Customer Service, Research, Adobe Acrobat, QuickBooks, Marketing Strategy, Marketing Research, Human Resources, Hands-on Training, Mac, Bookkeeping
Education
Boston University
Master of Science in Administrative Studies, Financial Economics Concentration
University of Massachusetts Amherst
Bachelor of Business Administration degree, Finance
Hewlett Consulting Partners March 2015 - Present
Roomorama.com June 2014 - July 2014
American Express March 2011 - December 2013
American Express January 2010 - March 2011
URBN Hotels & Resorts June 2009 - August 2009
Credit Suisse July 2007 - October 2008
State Street June 2006 - July 2007
Skills
Business Development, Project Management, Financial Analysis, Business Partner Support, Business Partner..., Communication Skills, Strategy, Business Analytics, Organizational..., Marketing Strategy, Financial Services, Risk Management, Process Improvement, Relationship Management, Finance, CRM, Business Transformation
Education
INSEAD 2014 — 2014
MBA Candidate
University of Pennsylvania - The Wharton School 2014 — 2014
MBA Exchange Student
Boston University 2002 — 2006
Bachelors, Business Administration
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - Present
State Street February 2013 - June 2014
Citizens Bank August 2012 - March 2013
Quality Inn & Suites, Jamsan Hotel Managment September 2011 - February 2012
Quality Inn & Suites, Jamsan Hotel Managment June 2011 - September 2011
Wang YMCA of Boston July 2009 - June 2011
Wang YMCA June 2008 - June 2011
Celadon Security Inc June 2010 - September 2010
CVS Pharmacy August 2005 - June 2008
Skills
Cpr Certified, PowerPoint, Microsoft Word, Microsoft Excel, Administrative..., Customer Service, Hotels, Microsoft Office, Inventory Management, Hospitality, Outlook, Event Planning, Hospitality Management, Facebook, Data Entry, Sales Management, Financial Analysis, Marketing, Accounting, Sales, Time Management, Customer Satisfaction
Education
Boston University 2008 — 2012
School, Hospitality Administration
Prime Buchholz June 2010 - Present
World Learning March 2009 - May 2010
State Street September 2008 - February 2009
SSgA March 2005 - May 2008
State Street February 2003 - February 2005
State Street July 1993 - January 2003
KPMG 1988 - 1993
Skills
Executive Financial..., Financial Services, Development of Strategy, Mergers & Acquisitions, Talent Developer, Mergers, Private Equity, Portfolio Management, Wealth Management, Executive Management, Financial Analysis
Education
University of Vermont 1984 — 1988
BA
Boston University
MBA
Haemonetics July 2015 - Present
Haemonetics September 2013 - June 2015
PricewaterhouseCoopers September 2010 - September 2013
Archaeological Institute of America May 2007 - April 2010
Commonwealth of Massachusetts Department of Early Education and Child Care June 2009 - August 2009
State Street June 2006 - August 2006
State Street July 2005 - August 2005
Skills
Accounting, PowerPoint, QuickBooks, Auditing, Account Reconciliation, US GAAP, Analysis, Microsoft Excel, Financial Reporting
Education
Boston University 2006 — 2010
Bachelor of Science, Business Administration, Accounting, Finance, and Hospitality Management
Kyung Hee University 2008 — 2008
Summer Intensive Language Program
Boston Latin School 2000 — 2006
High School
Fiduciary Trust Company May 2008 - Present
State Street December 2006 - May 2008
BNY Mellon May 1999 - December 2006
State Street March 1995 - May 1999
Skills
Equities, Relationship Management, Alternative Investments, Fixed Income, Wealth, CRM, Mutual Funds, Portfolio Management, Investment Management, Financial Services, Asset Management, Investments, Wealth Management, Hedge Funds
Education
Boston University
B.A., History - College of Arts and Sciences
Boston University
Program for Financial Planners
New England School of Banking at Williams College
Trust Banking
Worcester Academy
State Street April 2014 - Present
WEX Inc. (NYSE: WEX) May 2013 - April 2014
Citi January 2010 - May 2013
Citi August 2005 - January 2010
Neurosurgery Associates April 2004 - July 2005
Skills
Business Analysis, Financial Services, Vendor Management, Project Management, SDLC, Mutual Funds, Change Management, Risk Management, SharePoint, Process Improvement, Business Process..., Software Project..., Program Management, Equities, Management, Outsourcing, Integration, Strategic Planning, IT Management, IT Strategy, Disaster Recovery, IT Service Management, ITIL, Governance, Security, Business Process, Software Documentation, Information Technology, Project Delivery, Banking, Budgets, Project Portfolio..., Databases, PMO, Business Intelligence, CRM, Service Delivery, PMP, Troubleshooting, Strategy, Requirements Gathering
Education
Boston University 1984 — 1986
MS, Communications
Boston University 1982 — 1984
Bachelor's degree, Journalism
State Street October 2014 - Present
fscphotography 2010 - Present
State Street February 2012 - October 2014
State Street November 2008 - February 2012
State Street November 2006 - November 2008
Harvard Extention School January 2006 - May 2008
State Street March 2006 - November 2006
Ricardo Trading, LLC July 2004 - February 2006
Ritz Camera & Image March 2003 - July 2004
Ritz Camera & Image July 2002 - March 2003
Skills
Global Custody, Account Reconciliation, Leadership, Team Leadership, Analysis, Finance, Customer Service, Mutual Funds, Financial Services, Teaching, Photography, Securities, Public Speaking, Microsoft Excel, Agile Methodologies
Education
Boston University 1995 — 1999
Bachelor of Arts (BA), Astronomy and Physics
QBE the Americas January 2012 - Present
State Street May 2011 - August 2011
PricewaterhouseCoopers January 2011 - April 2011
American International Group August 2006 - December 2008
Merrill Lynch May 2006 - July 2006
Snelling Personnel Services June 2004 - May 2006
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Applicant Tracking..., Interviews, Screening, Business Development, College Recruiting, Time Management, Insurance, Marketing, SDLC, Internet Recruiting, Onboarding, Contract Recruitment, Management, Consulting
Education
Boston University
Bachelor of Arts
BlackRock January 2013 - Present
BlackRock March 2010 - December 2012
State Street May 2008 - November 2009
Skills
Investments, Equities, Mutual Funds, Finance, Portfolio Management, Financial Services, Analysis, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Accounting
Education
Rutgers Graduate Business School 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8
Boston University 2003 — 2007
Bachelor of Arts, Economics
the HYPE! agency August 2015 - Present
State Street June 2015 - Present
Marketing Werks July 2011 - Present
HSBC Global Banking and Markets April 2013 - August 2013
Finish Line April 2008 - July 2013
Skills
Customer Service, Social Media Marketing, Sales Management, Marketing, Marketing Research, Computer Graphics Design, Product Knowledge, Team Leadership, Event Planning, Leadership, Sales, Microsoft Office, Microsoft Word, PowerPoint, Social Networking, Management, Time Management, Social Media
Education
Boston University 2007 — 2009
Dracut High School 2003 — 2007
High School Diploma
State Street March 2012 - Present
State Street November 2010 - March 2012
State Street November 2006 - November 2010
State Street March 2007 - July 2008
State Street November 2006 - March 2007
Dentsu Inc. June 2006 - July 2006
University of New Hampshire July 2002 - June 2006
Rehab 3 2001 - 2002
University of New Hampshire August 2000 - June 2001
New York Jets Football Club June 2000 - August 2000
Education
Boston University 2009 — 2012
Real Estate Finance Certificate
Boston University 2009 — 2012
Real Estate Finance Certificate
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2006
MBA, Business Administration - Finance
Murray State University 1998 — 2001
MA, HPER: Human Performance
Vanderbilt University 1993 — 1998
BS, H&OD: Health and Human Services
University School of Milwaukee 1988 — 1993
State Street April 2014 - Present
Skills
Bloomberg, Risk Management, Portfolio Management, Financial Analysis, Mutual Funds
Education
Boston University 2000 — 2004
BS, Mathematics
Nuance Communications November 2012 - Present
Hewlett-Packard October 2009 - November 2012
Hewlett-Packard November 2008 - October 2009
Hewlett-Packard November 2005 - August 2008
Hewlett-Packard April 2002 - November 2005
Compaq Financial Services March 1998 - April 2002
AT&T July 1995 - March 1998
Colonial Management Associates April 1992 - July 1995
State Street 1985 - 1990
Skills
Strategy, Marketing Communications, Digital Marketing, Strategic Communications, Marketing, Corporate Communications, Marketing Strategy, CRM, Internal Communications, Digital Media, Market Research, Management, Media Relations, Public Relations, Business Strategy, Branding & Identity, Change Management, Direct Marketing, Brand Management, Mobile Marketing, Leadership, Product Marketing, Thought Leadership, Marketing Management
Education
Boston University 1981 — 1985
BS
State Street December 2011 - Present
State Street October 2009 - December 2011
State Street March 2007 - October 2009
State Street February 2002 - March 2007
State Street October 1992 - February 2002
State Street October 1990 - October 1992
Skills
CRM, Client Liaison, Bank Reconciliation, operations, Fixed Income, Finance
Education
Boston University
BS, Management
Hyde Park Academy
New England College of Finance
AS, Banking and Finance
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Masonite International November 2014 - Present
CertainTeed Corporation August 2012 - November 2014
MFS Investment Management August 2007 - October 2011
MFS Investment Management April 2005 - August 2007
Eötvös József High School 2004 - 2004
Montag & Caldwell May 1999 - December 2003
State Street January 1998 - September 1998
State Street November 1996 - January 1998
Skills
Fixed Income, Equities, Portfolio Management, Analysis, Asset Allocation, Sales Process, Salesforce.com, Salesforce.com..., Salesforce.com..., Project Management, Business Strategy, Business Analysis, Sales Analysis, CRM, Business Process, Business Intelligence, Training, User Experience, Change Management, Incentive Programs, Sales Process..., Metrics Reporting, Performance Measurement, Query Writing, Database Queries, Pricing Strategy, Pricing Analysis
Education
Boston University
MS, Investment Management
Florida State University - College of Business
BS, Finance
SunTrust April 2007 - Present
Liberty Mutual Insurance February 2006 - March 2007
Citizens Bank April 2004 - February 2006
Fifth Third Bank April 2003 - April 2004
State Street May 1985 - April 2003
Skills
Basel II, Business Analysis, Banking, Requirements Gathering, Financial Risk, Risk Management, Data Warehousing, SDLC, Business Intelligence, Quality Assurance, Business Requirements, User Acceptance Testing, Capital Markets, Data Modeling, ETL, Enterprise Software, Financial Services, Data Governance, Regulatory Capital, Requirements Analysis, Business Process, Data Management, Master Data Management, Data Strategies, Big Data, Data Quality, CCAR, Project Management, Data Integration
Education
Boston University 1998 — 2000
MS, Computer Information Systems
Hoss Geosciences October 2009 - Present
State Street May 2008 - October 2009
Boston University January 2008 - May 2009
Chesapeake Energy October 2006 - August 2007
U.S. Peace Corps 2004 - 2006
Skills
Data Analysis, Economics, Project Management, Strategic Planning, Financial Analysis
Education
Boston University 2007 — 2009
MA, Economics
Boston University Questrom School of Business 2007 — 2009
MBA
University of Oklahoma 1999 — 2004
Liberty Mutual Insurance January 2013 - Present
State Street March 2011 - January 2013
State Street January 2006 - March 2011
State Street March 2004 - January 2006
State Street February 2002 - March 2004
Skills
Basel II, Credit Risk, Risk Management, Business Analysis, Enterprise Risk..., Mutual Funds, Banking, Data Analysis, Process Improvement, Business Intelligence
Education
Boston University 1997 — 1999
Masters, Mgt.
University of Massachusetts Boston
B.S. Management with Concentration in Finance
Catholic Memorial
High School
Eagle Investment Systems April 2014 - Present
Eagle Investment Systems July 2011 - April 2014
SSgA April 2008 - June 2011
State Street February 2007 - April 2008
Conning Asset Management September 2004 - February 2007
Education
Boston University Questrom School of Business 2007 — 2010
MBA
Purdue University - Krannert School of Management 2000 — 2004
Boston University
Masters, Business Administration
Purdue UniversityWest
Bachelor of Science, Management
Iron Mountain February 2014 - Present
LPL Financial June 2013 - January 2014
LPL Financial October 2011 - June 2013
Repligen Corporation May 2010 - September 2011
Thermo Fisher Scientific August 2007 - April 2010
State Street October 2006 - July 2007
Skills
Media Relations, Corporate Finance, Biotechnology, Due Diligence, Marketing Communications, Strategy, Business Development, Analysis, Budgets, Corporate Communications, Executive Management, Finance, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
Master's degree, Finance, General
Boston University 2002 — 2006
BA, International Relations focusing on International Business & Economics
State Street January 2015 - Present
State Street Bank February 2011 - December 2014
State Street Bank August 2004 - February 2011
State Street Bank February 2002 - August 2004
State Street Bank February 2000 - February 2002
DST Systems February 1999 - February 2000
State Street Bank July 1998 - February 1999
State Street Bank June 1997 - July 1998
Bill's Bar 1995 - 1997
Skills
Financial Services, SDLC, Business Analysis, Vendor Management, Software Project..., Business Process..., IT Strategy, Integration, Project Portfolio..., Outsourcing, IT Management, Resource Management, Asset Management, Business Intelligence, Derivatives, Equities, Governance, Management Consulting, PMO, Portfolio Management, Program Management, Project Management, Requirements Gathering, Risk Management, Fixed Income, Securities, Quality Assurance
Education
Boston University 1997 — 2001
Master's degree, Organizational Policy
Boston University 1992 — 1996
Bachelors of Science, Mass Communications and Public Relations
JP Morgan Chase April 2015 - Present
State Street October 2004 - March 2015
Deloitte & Touche 1998 - 2004
Skills
Fixed Income, Fund Accounting, Mutual Funds, Equities, Hedge Funds, Investments, Securities
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS/MBA, Accounting
Boston University 1989 — 1993
BS, Mathematics
KIBZ INVESTMENT September 2009 - Present
Stanford Group Company June 2007 - Present
Stanford Capital Management 2007 - 2009
State Street November 2000 - June 2006
Education
Boston University
MSF, Financial Economics
FINRA
Series 7, General Security Rep
Northeastern University
BSBA, Finance
Quincy College
AS, Accounting
State Street June 2015 - Present
KPMG August 2010 - May 2015
International Kids Fund September 2008 - October 2009
International Kids Fund January 2006 - September 2008
McKinsey & Company 2006 - 2006
Skills
Project Planning, Auditing, Internal Controls, Nonprofits, Financial Risk, Banking, Internal Audit, Management, Finance, Credit, Private Equity, Portfolio Management, Financial Services, Accounting, Financial Analysis, Risk Assessment, Financial Audits, Risk Management, Analysis
Education
Boston University 2004 — 2005
MA, Psychology
University of Florida 2000 — 2004
John Hancock Funds, LLC January 2007 - Present
Guaranty National Mortgage September 2003 - January 2007
State Street 1999 - 2003
Boston Financial Data Services 1998 - 1999
Skills
Mutual Funds, Securities, 401k, Investments, Insurance, Financial Services, Asset Management, Relationship Management, Asset Allocation, Finance, Wealth Management, FINRA
Education
Boston University 2009 — 2009
Certificate in Paralegal Studies
Aquinas College at Milton 1997 — 1999
Quincy High School 1992 — 1996
Energy Services Group July 2008 - Present
Network Engines 2000 - 2002
Cignal Global Communications October 1999 - June 2000
Compaq Computer Corporation / Microcom October 1997 - October 1999
Nortel August 1996 - September 1997
State Street 1987 - 1996
Skills
Disaster Recovery, Switches, Network Administration, Integration, VPN, Networking, Microsoft Exchange
Education
Boston University 1996 — 1999
MCSE Certification
Southern New Hampshire University 1985 — 1988
Management
Boston University
Cisco CCNA Certification
Compaq Training Center
Enterprise Routing and switching
IGT January 2004 - Present
State Street February 1997 - May 2003
Applix 1993 - 1997
Skills
Business Analysis, Integration, Software Development, Database Administration, DB2, Oracle, Sybase, Database Development..., Data Conversion
Education
Boston University 1994 — 1996
Master's Degree, Computer Science
Middlesex Community College 1992 — 1993
Certificate, Software Technical Writing
Syracuse Univeristy 1984 — 1988
BA, Economics
PCHS 1980 — 1984
Boston University August 2005 - Present
State Street September 2000 - August 2005
National Bank of Greece May 1995 - September 2000
Education
UMass Boston 1991 — 1995
Bachelor's degree
Boston University
Bachelor of Science (BS)
State Street June 1996 - May 2012
Scudder, Stevens and Clark 1987 - 1995
Education
Boston University 1977 — 1981
BA, Economics
Eastern Bank April 2014 - Present
State Street 2010 - April 2014
JPMorgan Chase October 2007 - August 2010
Financial Research Corporation February 2007 - October 2007
State Street Global Advisors 2001 - 2007
Skills
Financial Analysis, Equities
Education
Boston University 2005 — 2007
MS, Finance
Villanova University 1997 — 2001
BS, Management
iLEVEL Solutions August 2014 - Present
J.P. Morgan May 2007 - July 2014
J.P. Morgan May 2012 - August 2012
State Street September 2004 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Private Equity, Real Estate Private..., Client Delivery, Platform Development, Operations Management, Platform Integration, Product Customization, Client Development, Financial Analysis, Fund Administration, Equities, Securities, Management, Investments, Portfolio Management
Education
Boston University 2000 — 2004
Finance and Entrepreneurship
Renaissance Alliance Insurance Group March 2009 - Present
Jet Direct April 2007 - March 2009
State Street April 2001 - April 2007
state street corp 2001 - 2007
Skills
Microsoft Word, Microsoft Excel, AMS360, Accounting, Financial Reporting
Education
Boston University 1990 — 1992
Communications
Weymouth North High School 1987 — 1990
diploma
State Street Global Advisors December 2013 - Present
State Street September 2011 - November 2013
State Street February 2010 - September 2011
State Street February 2009 - February 2010
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Securities
Education
Boston University 2004 — 2008
Bachelor's degree, Business Administration and Management, Finance
2016 Level II Candidate in the CFA Program
University of Maryland University College April 2011 - Present
Dona Ana Community College January 2011 - Present
State Street August 2000 - August 2008
Skills
Process Improvement, Management, Analysis, Financial Services, Mutual Funds, SDLC, Leadership, Risk Management, Fixed Income, Equities
Education
University of Maryland University College 2007 — 2010
Doctor of Management, Organizational Processes
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Boston University 2002 — 2004
Master of Science, Administrative Studies - Financial Economics
Boston University 2002 — 2004
Graduate Certificate in Financial Markets and Institutions, Financial Economics
Bridgewater State University 1982 — 1996
Bachelor of Science, Management Science
State Street July 2015 - Present
J.P. Morgan February 2015 - June 2015
J.P. Morgan July 2013 - January 2015
McKinsey & Company November 2011 - June 2013
McKinsey & Company October 2009 - December 2011
McKinsey & Company June 2008 - August 2008
Aspect Medical Systems 2007 - 2007
Aspect Medical Systems 2005 - 2006
Aspect Medical Systems 2003 - 2005
Aspect Medical Systems 2001 - 2003
Skills
Management Consulting, Cross-functional Team..., Business Strategy, Strategy, Financial Modeling, Marketing Strategy, Consulting, Strategic Planning, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Boston University 1997 — 2001
Bachelor of Science (B.S.), Manufacturing Engineering, Magna Cum Laude
State Street March 2011 - Present
ING July 2008 - March 2011
State Street Bank 1988 - 2000
State Street Corporation 1988 - 2000
Skills
Defined Benefit, Defined Contribution, Mutual Funds, Securities, Financial Services, Equities, 401k, Risk Management, Fixed Income, Process Improvement, Business Analysis, Project Management, Customer Service, Account Management, Leadership
Education
Boston University
UMass Boston
Bachelor of Arts (B.A.)
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
State Street October 2013 - Present
State Street Bank September 2011 - September 2013
Skills
Mutual Funds, Financial Services, Risk Management, Banking, Business Analysis, Microsoft Excel, Fund Accounting, Financial Analysis, Fixed Income, Equities, Bloomberg
Education
Northeastern University 2010 — 2012
Certificate, Accounting
Boston University 2000 — 2004
MS, Financial Institutions
State Street Alternative Investment Solutions March 2015 - Present
State Street February 2011 - March 2015
State Street November 2006 - February 2011
Skills
Bloomberg, Financial Analysis, Fund Accounting, Financial Services, Investments, Private Equity, Alternative Investments, Valuation, Fund Of Funds
Education
Boston University 2002 — 2006
BA, History and Art History
TD Bank November 2014 - Present
TD Bank Group November 2012 - November 2014
TD Bank Group May 2011 - November 2012
Bottomline Technologies March 2009 - February 2011
State Street 2007 - 2009
Events by Joe Scarna 2005 - 2006
Puamana Designs 2003 - 2005
Skills
PMO, PMP, Program Management, Business Analysis, SDLC, Risk Management, Vendor Management, Requirements Analysis, Resource Management, Project Management, Requirements Gathering, Software Project..., Business Intelligence, Management, Process Improvement, Project Portfolio..., Visio
Education
University of Hawaii at Hilo 1999 — 2004
BS
NH Community Technical College 1996 — 1999
Boston University
State Street June 2014 - Present
State Street July 2010 - June 2014
MillerCoors November 2006 - July 2010
Investors Bank & Trust July 2004 - October 2006
Skills
Project Management, Private Equity, Financial Services, Pricing, Business Analysis, Financial Analysis, SDLC, Data Warehousing, Requirements Analysis, Process Improvement, Microsoft Excel, Valuation, Alternative Investments, Fund Accounting, Accounting, Mutual Funds, Strategic Planning, Analysis
Education
Boston University 2000 — 2004
BA, MA, Economics
Charles Schwab July 2013 - Present
State Street March 2007 - June 2013
Eaton Vance Corporation June 2005 - March 2007
Boston Financial Data Services 2002 - 2004
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Hedge Funds, Securities, Fixed Income, Equities, Derivatives, Financial Analysis, Alternative Investments, Bloomberg Terminal, Investments, Corporate Actions, Financial Services
Education
UMASS Online 2008 — 2011
MBA, Accounting
Boston University 1997 — 2002
B.A., International Relations
State Street October 1998 - Present
Skills
Interpersonal Skill, Computers, Business, Portfolio Management, Mitigating liability, Organized self-starter, Bloomberg Terminal, Microsoft Excel, Notary Public, Current passport, Energetic, Discreet, Loyal, Team player, Teamwork, Series 7, Business Analysis, Fixed Income, Global Custody, Middle Office, Financial Analysis, Fund Administration, Fund Accounting, Passport, Bloomberg, Series 63, Insurance, Private Equity, Corporate Actions, Securities, Banking, Relationship Management, Accounting
Education
Boston University
Master's degree, Finance, General
University of Massachusetts Dartmouth
Bachelor of Science (BS), Accounting
Boston University School of Management August 2013 - Present
State Street October 2012 - July 2013
State Street September 2010 - October 2012
State Street October 2007 - September 2010
Skills
Bloomberg, Microsoft Excel, Global Custody, Fund Administration, Microsoft Office, Fund Accounting, Mutual Funds, Corporate Actions, Fixed Income, Financial Risk, Securities, Trading, Portfolio Management, Accounting, Financial Services
Education
Boston University - School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Master of Science Information Systems
Boston University 2010 — 2010
St. Lawrence University 2003 — 2007
BA, Economics
Winchester High School
J.P. Morgan November 2012 - Present
JPMorgan Chase August 2008 - November 2012
State Street February 2000 - August 2008
Education
Harvard University
Masters, Management
Boston University 2005 — 2007
M.sc, Financial Economics
State Street March 1996 - Present
MTI Technology 1995 - 1996
Digital Equipment Corporation 1986 - 1994
Stone & Webster 1982 - 1986
Skills
IT Audit, SOX, JCL, AIX, Linux
Education
Boston University 1992 — 1994
Computer Science
Rensselaer Polytechnic Institute 1978 — 1982
BS, Chemical Engineering
State Street November 2008 - March 2009
State Street April 2005 - November 2008
State Street December 2002 - March 2005
State Street July 2000 - November 2002
Fidelity Investments December 1998 - June 2000
Fidelity Investments February 1997 - November 1998
Merrill Lynch May 1996 - August 1996
Skills
Business Analysis, Business Requirements, IBM Rational Tools, Requirements Gathering, Mutual Funds, Accounting, Process Improvement, Risk Management, Access, Financial Analysis, SDLC, Fund Accounting
Education
Boston University 1992 — 1997
Bachelor’s of Science, Economics
Boston University Questrom School of Business 1995 — 1997
Business Administration - Minor, Financial Analysis
State Street July 2006 - Present
S1 Services October 2002 - April 2006
Network Programs India February 2000 - October 2002
Skills
ETFs, Business Intelligence, Capital Markets, Process Improvement, Data Analysis, Visio, Software Project..., Product Management, Web Applications, Vendor Management, Java Enterprise Edition, Strategy, Business Analysis, Requirements Analysis, Management, SDLC, Mutual Funds, Asset Management, Derivatives, Requirements Gathering, Investment Banking, Financial Services, Outsourcing, Bloomberg, Market Data, Business Strategy, Software Development, Equities, Agile Methodologies, Oracle, SOA
Education
Boston University
MS, Computer Information System, IT Management
University of Allahabad
Bachelor of Technology (B.Tech.), Electronics and Telecommunication Engineering
State Street December 2008 - Present
firstmarblehead January 2005 - January 2008
First Marblehead 2005 - 2008
Education
Boston University 2009 — 2012
Master's degree, Computer Information Systems
University of Massachusetts Boston 1985 — 1987
BS, MIS
State Street March 2012 - Present
America's Growth Capital August 2011 - November 2011
Education
University of Massachusetts Dartmouth 2010 — 2012
MBA
Boston University 2004 — 2008
BA, History, Journalism
State Street Vice President, Consultant for Business Development TeamState StreetJune 2009 - December 2010
State Street August 2004 - July 2009
State Street July 2002 - August 2004
State Street January 1999 - July 2002
Skills
Fund Accounting, Global Custody, Fixed Income, Middle Office, Mutual Funds, Financial Services, Best Practices, Corporate Actions, Outsourcing, Back Office, Securities, Equities, Derivatives, Settlement, Bloomberg
Education
Boston University
Bachelor of Arts, Environmental Analysis & Policy, Minor:Statistics
Eze Castle Software Group January 2014 - June 2014
State Street Global Advisors April 2013 - January 2014
State Street March 2012 - April 2013
Skills
Fund Accounting, Bloomberg, Financial Reporting, Access, Auditing, Microsoft Excel, Process Improvement, Data Analysis, PowerPoint, Outlook, Microsoft Word, Financial Statements, Microsoft Office, Customer Service, Financial Analysis, Financial Accounting, Accounting, Fixed Income, Mutual Funds, Financial Services, Finance, Analysis
Education
UMass Boston 2009 — 2012
Master of Science (M.S.), Accounting
Boston University 2000 — 2005
Bachelor, Human Physiology
State Street September 2010 - Present
State Street September 2007 - September 2010
State Street January 2007 - September 2007
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Financial Modeling, Capital Markets, Investments, Securities, Valuation, Asset Managment, Bonds
Education
Boston University
BSBA, Finance
Central Catholic
Nielsen, Inc April 2012 - Present
State Street 2005 - 2012
John Hancock 2005 - 2005
Investors Bank & Trust 2004 - 2004
State Street 1995 - 2003
Skills
Financial Reporting, SEC filings, Budget, Mutual Funds, Financial Statements
Education
Boston University
Master's degree (M.S.), Administrative Studies
UMass Boston
Bachelor of Science (B.S.), Finance
Jackson National Asset Management, LLC January 2012 - Present
Jackson National Asset Management, LLC March 2008 - January 2012
State Street 2007 - 2008
State Street 2006 - 2007
Skills
Mutual Funds, Financial Analysis, Bloomberg, Finance, Financial Services, Derivatives, Counterparty Risk, 1940 Act, Financial Instruments, Due Diligence, Project Management, Dodd-Frank, Microsoft Office, Latent Zero, Investment Advisory, Alternative Investments, Relationship Management, Regulatory Compliance
Education
Boston University 2002 — 2006
Bachelor of Science in Business Administration, Finance and Marketing
State Street February 2000 - Present
State Street March 1998 - February 2000
State Street November 1996 - March 1998
State Street October 1995 - November 1996
State Street October 1994 - October 1995
Education
Boston University 1990 — 1994
Bachelor of Science in Business Administration, Business, Management, Marketing, and Related Support Services
East Boston High School 1987 — 1990