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
State Street
Skills
Banking, Financial Analysis, Fixed Income, Bloomberg, Investments, Mutual Funds, Social Media
Education
Boston University
Economics
Invesco Ltd. 2014 - Present
Charles Schwab 2012 - 2014
State Street 2005 - 2012
Fidelity Investments 2000 - 2005
Chase 1999 - 2000
Columbia Management 1997 - 1999
Skills
Securities Regulation, Investment Management, Mutual Funds, ETFs, ERISA, Corporate Law, Stable Value Funds, Financial Services, Board and Corporate..., Legal Compliance, Regulatory Affairs and..., Investment Advisers Act, Collective Investment...
Education
Harvard University
Boston University
Nigerian Law School
University of Ife
PT. BNI Securities February 2010 - Present
PT. Rimau Indonesia March 2009 - January 2010
Direct Investing September 2008 - December 2008
Massachusetts Institute of Technology (MIT) June 2008 - July 2008
Fidelity Investments March 2008 - May 2008
State Street November 2007 - March 2008
Boston University-Computer Science Department May 2007 - September 2007
Boston University September 2006 - September 2007
All Star Staffing October 2004 - April 2005
Skills
Financial Modeling, Analysis, Data Analysis, PowerPoint, Accounting, Valuation
Education
Boston University 2006 — 2007
Master of Science (MSc), Financial Economics and Innovation and Technology
Boston University 2006 — 2007
M.S, Financial Economics and Innovation Technology
1997 — 2001
BA, Economics-Accounting
Trisakti University
B.S, Economics; Accounting
Silicon Valley Bank March 2014 - Present
Silicon Valley Bank July 2012 - March 2014
State Street June 2011 - June 2012
Hauser & O'Neil Law Firm May 2010 - May 2011
Skills
Financial Analysis, Commercial Banking, Data Analysis, Financial Reporting, Fund Accounting, Accounting, Mutual Funds, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Boston University 2008 — 2011
B.A., Economics, East Asian Studies
Weston High School
State Street September 2012 - Present
MarketSource supporting General Motors November 2010 - July 2012
Barnes & Noble 2007 - 2010
ARAMARK at Boston University March 2006 - December 2009
Skills
Customer Experience, MS Office Suite, Bloomberg Terminal, American Sign Language, Event Co-ordination, Events Coordination, Microsoft Office, Leadership, Customer Satisfaction, Event Planning, Sales, Merchandising, Program Management, Inventory Management, Training, Public Speaking, PowerPoint, Social Media, Customer Service, Microsoft Word, Time Management
Education
Boston University 2005 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Marist College 2007 — 2007
Nova Fine Art, LLC 2010 - Present
Escher Associates 2011 - Present
Artlog.com 2010 - Present
ArtTable 2012 - 2013
Artslant.com 2010 - 2010
Boston Center For the Arts, Mills Gallery 2009 - 2010
Howard Yezerski Gallery 2009 - 2010
State Street 2007 - 2009
Skills
Microsoft Office, Social Media, Non-profits, Art, Museums, Curating, Public Relations, Contemporary Art, Fine Art, Editing, Art Exhibitions, Marketing, Public Speaking, Research, Management, Training, Magazines, Program Development, Brochures, Sales, Business Development, Fundraising, Event Planning, Event Management, Photography, Photoshop, Arts Administration, Nonprofits, Visual Arts, Art History, Art Education, Museum Collections, Galleries
Education
Boston University 2008 — 2010
Masters of Science, Art Administration
UC Irvine 2012 — 2012
Appraisal Studies in Fine Art and Decorative Arts
University of Arizona
Bachelor of Arts, Art History, Dance, Psychology
State Street May 2011 - Present
City Sports April 2007 - December 2012
Boston Public Schools August 2005 - March 2010
Skills
Financial Reporting, Customer Service, Sales, Time Management, Teamwork, Microsoft Excel, Outlook, Teaching, Microsoft Office, Microsoft Word, PowerPoint, English
Education
Mount Ida College 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Boston University 2005 — 2006
U.S. Bank November 2014 - Present
U.S. Bank August 2012 - November 2014
Independent Business Consulting September 2011 - May 2012
State Street August 2010 - August 2011
Skills
Financial Analysis, Auditing, Financial Reporting, Banking, Financial Accounting, Cost Accounting, Tax, Economics, Enterprise Risk..., Sarbanes-Oxley Act, Microsoft Excel, Finance, Risk Management, US GAAP, Bloomberg, Access, Risk Analysis, Regression Analysis, Analysis, Process Improvement, SOX, International Management, Outlook, Word, Excel, Microsoft Project, Project Management, CAPM, Monte Carlo Simulation, Decision Analysis, Decision Trees, Probability Theory, Sensitivity Analysis, Compliance Management, Disaster Preparedness, Disaster Response, Disaster Recovery, SWOT analysis, SAP BI, Hyperion Reports, NPV, Accounting, Internal Audit, PowerPoint, Visio, Business Continuity..., Lotus Notes, Inventory Valuation, Management
Education
Boston University 2011 — 2013
Master of Science, Business Continuity, Security and Risk Management
Missouri State University 2009 — 2010
Bachelor of Science, Accounting
Missouri State University 2005 — 2009
Bachelor of Science, Entrepreneurship
Citizens Commercial Banking August 2014 - Present
RBS Citizens January 2014 - August 2014
RBS Citizens April 2013 - January 2014
RBS Citizens September 2011 - April 2013
RBS Citizens July 2010 - September 2011
Boardwalk Properties January 2008 - September 2010
State Street June 2009 - August 2009
Education
Boston University - School of Management 2006 — 2010
BSBA, Finance, Economics
Boston University
Xaverian
Accenture August 2013 - Present
State Street July 2012 - August 2013
Boston University September 2008 - May 2012
Boston University MEMS lab September 2011 - December 2011
University of Rhode Island Microfludics lab May 2011 - August 2011
Skills
Matlab, VBA, Mathematica, COMSOL, C++, Solidworks, Microsoft Office, Computer Network..., Computer Hardware
Education
Boston University 2008 — 2012
Bachelor of Science, Mechanical Engineering
State Street January 2014 - August 2015
State Street September 2012 - January 2014
Brightview Senior Living July 2010 - September 2012
Fletcher Allen Health Care September 2011 - May 2012
Skills
Financial Accounting, Financial Reporting, Management, Microsoft Excel, Statistics, R, SAS programming, Pure Mathematics, Microsoft Office
Education
Boston University 2015 — 2016
Master’s Degree, Biostatistics
University of Vermont 2008 — 2012
Bachelor of Science (B.S.), Mathematics
State Street April 2015 - Present
PwC January 2013 - March 2015
Deutsche Bank Private and Business Clients AG, Frankfurt, Germany April 2010 - July 2010
Education
Johannes Gutenberg University of Mainz, Germany 2006 — 2012
Master of Science in Management, Finance and Management Accounting
Boston University 2010 — 2010
Accounting, Personal Financial Planning
Alegeus Technologies November 2014 - Present
Mayflower Visa Group LLC May 2013 - Present
Exhale Mediation January 2012 - May 2013
State Street January 2010 - May 2013
Skills
Mediation, Collaborative Law, Alternative Dispute..., Negotiation, Civil Litigation, Litigation, Dispute, Dispute Resolution, Immigration Law, Legal Writing, Corporate Law, Commercial Litigation, Legal Assistance, Legal Advice, Courts, Corporate Governance, Employment Law, Legal Research, Privacy Law
Education
Brandeis University 2009 — 2011
Masters, Finance
Boston University School of Law 2005 — 2007
LLM, Taxation
Boston University 2000 — 2002
Masters, Telecommunications
New England Law Boston 1991 — 1995
JD, Law
Boston University 1984 — 1988
BA, History
Sancta Maria
State Street October 2013 - Present
Stop & Shop July 2012 - August 2012
Falmouth Commodores (Cape Cod Baseball League) June 2012 - August 2012
Tanglewood, Catering Department May 2011 - August 2011
Skills
Public Relations, Microsoft Word, Microsoft Excel, PowerPoint, French, Social Media
Education
Boston University 2009 — 2013
Bachelor of Science (BS), Communications
Boston University 2009 — 2013
Bachelor of Arts (BA), Economics
State Street August 2007 - July 2015
BNY Mellon January 1999 - August 2007
Skills
Bloomberg, Equities, Mutual Funds, Bloomberg Terminal, Fixed Income, Hedge Funds, Investments, Securities, Derivatives, Asset Management, Portfolio Management, Financial Modeling, Alternative Investments, IT Benchmarking, Performance Benchmarking, Financial Audits, Life and Health..., Financial Services, Financial Analysis
Education
Boston University 2001 — 2005
Master's Degree, International Business/Trade/Commerce, 3.70
Boston University 2000 — 2005
Masters In science, International Business
Suffolk University 1995 — 1998
International Business
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
State Street 2010 - 2014
State Street January 2000 - 2010
PFPC 1997 - 2000
State Street 1991 - 1995
Skills
Requirements Analysis, Vendor Management, Mutual Funds, Financial Services, Securities Lending, Asset Managment, Fixed Income, Securities, Global Custody, Business Analysis, SDLC, Fund Administration, Portfolio Management, Equities, Fund Accounting, Bloomberg, Corporate Actions
Education
Northeastern University 2001 — 2003
Master of Business Administration (MBA), High Tech MBA Program
Boston University 1992 — 1993
Certificate in Mainframe Programming, Computer Science
University of New Hampshire 1982 — 1987
BA, Theater / Communications
Police Department January 2009 - Present
Millennium Research Group March 2008 - January 2009
State Street 2005 - September 2006
Skills
Cantonese, Genetic Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Quality System, Quality Assurance, Laboratory Equipment, Laboratory Robotics, Laboratory Skills, Laboratory Automation, DNA extraction, PCR, real-time PCR, Multiplex PCR, Capillary..., DNA quantification, Grant Administration, Grant Writing, Federal Grant Management, Internal Audit, ISO 17025, Evidence, Forensic Analysis
Education
University of Missouri-Saint Louis 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
Boston University 2006 — 2007
Master of Science (M.S.), Biomedical Forensic Sciences
McMaster University 2001 — 2005
Bachelor of Science (B.S.), Life Sciences
McMaster University 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
State Street September 2015 - Present
State Street June 2015 - Present
Endicott College January 2013 - Present
Onyx Spectrum Technology, Inc December 2009 - Present
Northeastern University June 2000 - Present
Curry College May 1999 - Present
Santander Bank, N.A. December 2013 - June 2015
Tata Consultancy Services April 2013 - December 2013
TATA Consultancy Services January 2010 - December 2013
TATA Consultancy Services N.A, January 2010 - February 2011
Skills
Application Security, Penetration Testing, Information Security..., Fraud Investigations, Computer Forensics, Network Security, Anti-corruption, Money Laundering, ISO 27001, Managed Security..., Data Security, Fraud, Governance, Enterprise Risk..., Cybercrime, Policy, Private Investigations, Security Management, Information Technology, Program Management, Business Continuity, Government, Business Process..., Security Awareness, Forensic Analysis, Vulnerability Assessment, Business Analysis, Integration, Security Audits, Police, Information Security, CISSP, Management, Organizational..., Security, Process Improvement, Litigation Support, Computer Security, Networking, Privacy Law, Risk Management, Risk Assessment, Analytics, Data Privacy, Enforcement, Incident Response, Investigation, Leadership, Project Management, Crisis Management
Education
Utica College of Syracuse University 2000 — 2002
Masters in Economic Crime Management, focus Information Security/Cyber Forensics
Boston University 1996 — 1998
Masters, Criminal Justice
University of Massachusetts Dartmouth 1979 — 1983
Bachelor of Applied Science (BASc), Communication and Media Studies
Northeastern University
Law and Policy
Lambert, Edwards & Associates July 2013 - Present
KMED LLC January 2010 - July 2013
Pierpont Communications November 2003 - August 2010
State Street April 2000 - December 2002
FitzGerald Communications March 1999 - March 2000
Sharon Merrill Associates June 1998 - November 1998
Skills
Corporate Communications, Media Relations, Investor Relations, Financial Communications, Writing, Internal Communications, Strategic Communications, Speech Writing, Communication Training, Press Releases, Publicity, Marketing Communications, Marketing, Public Affairs, Message Development, Public Relations, Social Media, Reputation Management, Communications Planning, Copywriting, Newsletters, Integrated Marketing
Education
Boston University 1997 — 1999
MS, Public Relations
Texas Tech University 1988 — 1993
BA, Broadcast Journalism
MacArthur High School 1985 — 1988
REI June 2015 - Present
REI June 2013 - Present
Kristina Kozak LLC 2005 - Present
SCeast August 2011 - March 2012
Rue La La March 2010 - August 2011
Etonic Worldwide 2007 - 2009
Louis Boston 2004 - 2005
State Street 1996 - 2004
Skills
Fashion, Shoes, Trend, Sales, Photo Shoots
Education
School of Fashion Design 2004 — 2005
Boston University 2002 — 2004
Communications
Southern New Hampshire University 1992 — 1996
BS, International Business and Sports Managment
H&H Investment Advisors, Inc. January 2014 - Present
Investment Operations Analyst July 2012 - December 2013
State Street July 2008 - September 2011
Boston University - SMG Equity Fund May 2009 - May 2010
Bank of America July 2007 - July 2008
Raiffeisen Bank July 2004 - April 2007
Skills
Fixed Income, Bloomberg, Asset Management, Valuation, Investments, Mutual Funds, Financial Reporting, Bonds, Equities, Financial Modeling, Financial Analysis, Banking, Accounting, Due Diligence, Strategic Planning, Data Analysis, Research, Microsoft Office, Statistics, Portfolio Management, Financial Markets, Capital Markets, Securities, Equity Research, Corporate Finance, Financial Planning, Emerging Markets, Investment Banking, Investment Strategies, Excel, Business Strategy, Industry Analysis, PowerPoint, Access, Financial Management, Business Valuation, Business Analysis, Word, Business Planning, Budgeting, Equity Valuation, Microsoft Word, Budgets, Investment Management, Trading, Analysis, Microsoft Excel, Competitive Analysis, Financial Services, Strategic Financial...
Education
Boston University 2009 — 2010
Master's Degree, Investment Management
University of Tirana 2000 — 2004
Bachelor of Arts, Finance & Accounting
NxStage Medical January 2015 - Present
Medtronic June 2011 - January 2015
Covidien October 2005 - June 2011
State Street January 2000 - January 2005
SunLife January 1997 - January 1999
Enterprise Rent-A-Car January 1996 - January 1997
Skills
Medical Devices, Management, Project Management, CRM, Cross-functional Team..., Program Management, Sales Operations, Negotiation, Analysis, Strategic Planning, Quality Assurance, Sales, Product Launch, New Business Development, Leadership, Competitive Analysis, FDA, CAPA, Account Management, Event Planning, Event Management, Team Management, Disposables, Capital Equipment, Data Quality Assurance, Dependable Team Player, Motivation, Passion for Success, Green Belt, Data Analysis
Education
Boston University 2002 — 2004
MS, Financial Econonics
Johnson & Wales University 1993 — 1996
BS, International Business
Mission Church High School 1989 — 1992
Diploma
New England College of Finance
Graduate Certificate, Financial Markets & Services
University of Massachusetts Boston
Graduate Certificate, Human Resource Management
State Street April 2015 - Present
Fresenius Medical Care March 2015 - April 2015
Hill Holliday January 2014 - May 2014
Boston University September 2012 - May 2014
NEHI (f/k/a The New England Healthcare Institute) September 2013 - December 2013
Boston Medical Center July 2013 - August 2013
Boston University’s Fitness and Recreation Center May 2012 - August 2012
Boston University May 2012 - August 2012
Boston University’s Undergraduate Office of Admissions September 2010 - December 2010
Skills
Microsoft Word, Excel..., PowerPoint, Spanish, Word, Customer Service, Community Service, Facebook, Microsoft Word, Community Outreach, Event Planning, Recruiting, Leadership, Research, Public Speaking, Fundraising
Education
Boston University 2010 — 2014
Health Science, Senior
John D O'Bryant School of Math and Science 2007 — 2010
Highschool Degree
Digital Realty March 2013 - Present
Digital Realty October 2012 - February 2013
MassDevelopment July 2012 - August 2012
American Income Life June 2011 - August 2011
State Street June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Finance, PowerPoint, Market Research, Microsoft Word, Real Estate, Asset Management, Corporate Real Estate, Budgets, Budget Forecasts, Yardi Voyager, Joint Ventures
Education
University of New Hampshire 2007 — 2011
Bacholar of Arts, Communication, Minors in Buisness Administration and in Economics
Boston University 2012 — 2013
Certificate in Real Estate Finance, Real Estate
State Street June 2014 - Present
Arup June 2013 - August 2013
Boston University (Office of Vending Services) May 2012 - September 2012
Ruby Tuesday May 2011 - August 2011
Skyhawks Sports Academy May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Visio, PowerPoint, Social Networking, Microsoft Office, Team Management, Sports, Outlook, Social Media, Management, Teamwork, Analysis, Facebook
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Boston University
Bachelor of Business Administration (BBA)
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
Olin College of Engineering April 2009 - Present
State Street June 1997 - January 2009
The McGregor Group (now ITG) April 1995 - July 1997
Foster Miller Inc June 1985 - March 1993
Education
Northeastern University 1984 — 1990
MED, Computer Systems Engineering
Boston University 1982 — 1984
M.S., Aerospace Engineering
Indian Institute of Technology, Madras 1972 — 1974
D.I.I.T, Aeronautical Engineering
State Street March 2015 - Present
State Street September 2008 - January 2015
Skills
Core Java, SOA, Internet Security, Federated Identity..., Web Services, Web Applications, Enterprise Architecture, Mobile Internet, Transfer Agency, Risk Analytics, Cash Management, Software Project..., Mutual Funds, ITIL, Enterprise Software, Databases, Cross-functional Team..., Financial Services, Management, Integration, SDLC, Requirements Analysis, IT Strategy
Education
Boston University 1998 — 2000
Master of Science (M.S.), Computer Engineering
BMS College Of Engineering 1987 — 1991
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
Vijaya college, bangalore
State Street August 2008 - Present
State Street Bank 2008 - Present
Education
Boston University 2006 — 2008
Master, Administrative Studies, International Business
Deloitte Consulting February 2012 - Present
Philips June 2011 - February 2012
State Street February 2008 - January 2011
Skills
Excel, Forecasting, Analysis, Teamwork, Microsoft Excel, Financial Analysis, Financial Modeling
Education
Boston University 2009 — 2012
MBA, Finance
Boston University Questrom School of Business 2009 — 2012
MBA, Finance
University of Massachusetts, Amherst 2003 — 2007
BA, Spanish
Universidad de Cádiz
Markit June 2015 - Present
State Street February 2014 - May 2015
KCG Holdings, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Public Speaking, Research, Financial Analysis, Social Networking, Social Media, Windows, Outlook
Education
Boston University 2011 — 2015
School of Management: Finance Concentration
Peterkin Financial, LLC June 2014 - Present
Eagle Strategies, LLC May 2014 - January 2015
NYLIFE Securities LLC March 2011 - January 2015
New York Life Insurance Company March 2011 - January 2015
State Street August 2010 - May 2011
Brooks Brothers May 2008 - August 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building
Education
University of Massachusetts Boston 2009 — 2011
BS- Management, MIS and Finance, 3.94
Boston University 2007 — 2009
Psychology, Management
Mansfield High School 2002 — 2006
State Street January 2014 - Present
Thomson Reuters January 2012 - August 2013
International Power July 2007 - January 2012
Charles River Apparel 2006 - 2007
Pilgrim Plastics 1990 - 1998
Skills
Succession Planning, Organizational Change, Performance Reviews, Development Planning, Performance Management, Change Management, Training, Employee Relations, Team Building, Team Leadership
Education
Boston University
MSW, Counseling
Syracuse University
BS, Psychology
State Street Global Markets January 2014 - Present
State Street March 2008 - July 2010
State Street October 2006 - March 2008
State Street September 2004 - October 2006
Skills
Fund Accounting, Microsoft Excel, Financial Analysis, Access, Financial Reporting, Accounting, Outlook, Bloomberg, Microsoft Word, Corporate Actions, Financial Services, Pricing, Foreign Exchange, Trade Settlement, Cash Management, Fixed Income Analysis, Investments
Education
Boston University 2000 — 2004
Bachelor's degree, Public Relations
Lee A. Burns, CVA 2012 - Present
Andrew C. Fantasia PC 2003 - 2012
State Street 1994 - 2003
Skills
Financial Reporting, Accounting, Financial Statements, Strategic Planning, GAAP, Fund Accounting, SEC filings, Account Reconciliation, Financial Analysis, General Ledger, Equities, Mutual Funds, Corporate Actions, Fixed Assets, QuickBooks, Bookkeeping, Tax, Tax Research
Education
Boston University 1999 — 2002
M.S., Financial Economics
Clark University 1990 — 1994
B.S., Economics
The Ethel Walker School 1987 — 1990
High School
The Fay School 1984 — 1987
The Mount Sinai Hospital April 2013 - Present
Rho August 2011 - December 2012
Drexel University September 2010 - May 2011
University of Pennsylvania May 2010 - May 2011
Thomas Jefferson University Hospitals March 2011 - April 2011
United BioSource Corporation May 2010 - September 2010
Massachusetts General Hospital August 2008 - August 2009
State Street September 2007 - August 2008
Skills
SAS, R, SPSS, AMOS, Microsoft Office, Phase Forward InForm, JMP, Mathematica, ArtCAM, Data Management, Clinical Research, Biostatistics, Clinical Trials, Statistical Modeling, Survival Analysis, Clinical Data Management, Statistical Programming, Logistic Regression, Statistical Computing, SAS programming, Statistics, Data Analysis, Research, Statistical Data..., Multivariate Analysis, Multivariate Statistics
Education
Drexel University 2009 — 2011
Masters of Science, Biostatistics, 3.6
Boston University 2003 — 2007
Bachelor of Arts (B.A.), Pure & Applied Mathematics
State Street March 2014 - Present
Walker & Dunlop March 2013 - October 2013
Starbucks Coffee Company February 2007 - March 2013
TD Bank Group February 2012 - January 2013
TD Bank Group September 2011 - February 2012
TD Bank Group August 2009 - September 2011
Barnes & Noble November 2007 - January 2009
Skills
Customer Service, Microsoft Office, Banking, Microsoft Excel, Research, Data Entry, Retail Banking, Microsoft Word, Social Media, Loans, PowerPoint, Credit, Financial Services, Residential Mortgages, Commercial Mortgages
Education
Boston University 2004 — 2007
Biochemistry and Molecular Biology
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
State Street May 2015 - Present
Boston University June 2014 - September 2014
Merck Serono December 2012 - February 2013
Skills
Economics, Stata, Econometrics, Statistics, Data Analysis, Financial Analysis, Research, Financial Modeling, Microsoft Office, SPSS, Matlab, R, SAS
Education
Boston University 2013 — 2015
Master of Arts (MA), Economics
University of International Relations 2009 — 2013
Bachelor's degree, Economics
State Street June 2015 - Present
College AppAssist Incorporated April 2015 - Present
Boston University School of Management December 2014 - May 2015
College AppAssist Incorporated May 2014 - April 2015
Rhode Island Fast Ferry June 2012 - August 2014
Skills
Social Media, Customer Service, Management, Advertising, Investments, Finance, Music, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Photoshop
Education
Boston University 2013 — 2017
Boston University
HallKeen Management February 2012 - Present
RS Companies April 2010 - Present
Boston Financial Investment Management December 2010 - February 2012
Eastat Realty Capital December 2007 - April 2010
MassDevelopment 2007 - 2007
State Street 2003 - 2006
Skills
Real Estate Financial..., Real Estate Asset..., Real Estate Project..., Real Estate, Asset Managment, Real Estate Development, Real Estate Private..., Due Diligence, Financial Modeling, Apartments, Affordable Housing, Investment Properties, Asset Management, Disposition, Mixed-use, LIHTC, Land Acquisition, Financial Analysis, Market Analysis, Acquisitions, Financial Structuring, Lease Administration, Property Management, Project Management, Finance
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Political Science and Economics
Boston University 2004 — 2006
Professional Certificate, Real Estate Finance
State Street June 2015 - Present
Boston University January 2014 - May 2015
Northwestern Mutual May 2014 - December 2014
Medical Office of Dr. Raj Prasad August 2012 - August 2014
Boston University Finance and Investment Club September 2013 - January 2014
Miracle Home Health Care June 2009 - August 2011
Kanzen Budo Kai Karate December 2003 - August 2009
Skills
Personal Finance, Project Finance, Project Management, Public Speaking, Life Insurance, Management Consulting, Microsoft Excel, Investments, Research, Consulting, Long Term Care Insurance, Life & Health Insurance..., Disability Insurance, Sales, Customer Service, Editing, PowerPoint, Marketing Strategy
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Dual Concentration in Finance and Business Law, 3.57
Beverly Hills High School 2007 — 2011
High School Degree
State Street December 2014 - Present
State Street February 2014 - December 2014
State Street October 2004 - February 2014
State Street September 1999 - April 2004
Skills
Banking, Business Analysis, Risk Management, Financial Analysis, Microsoft Excel, Client Relations, Management, Project Management, Financial Services, Equities, Financial Modeling, Finance
Education
Boston University
Bachelor's Degree, Marketing/Marketing Management, General, 3.0
New England College of Business and Finance
Master's Degree, Finance, General, 3.5
American Student Assistance April 2014 - Present
Blue Lotus Design September 2012 - Present
Work 'n Gear August 2007 - January 2012
Jumpstart June 2004 - August 2007
State Street June 2004 - June 2005
Skills
Financial Analysis, Budgets, Microsoft Excel, Microsoft Office, Non-profits, Project Management, Marketing Communications, Financial Reporting, Social Media, Accounting, Business Process..., Photoshop, Account Reconciliation, Financial Accounting, Auditing, Nonprofits, Web Design, Microsoft Word, Graphic Design, Logo Design
Education
Boston University 2013 — 2014
Certificate in Web Development, Information Technology, Senior
Boston University Center for Digital Imaging Arts 2013 — 2014
Certificate in Web Development
University of Massachusetts Boston 2002 — 2004
BA, Finance
Dean College 1999 — 2002
Associates, Business Administration
Events with Amore March 2012 - Present
The Westin Boston Waterfront April 2009 - December 2011
Westin Boston Waterfront August 2007 - April 2009
Four Points by Sheraton Boston Logan Airport September 2005 - August 2007
State Street 1997 - 2003
Skills
Event Planning, Event Management, Customer Service, Corporate Events, Meeting Planning, Hospitality, Hotels, Hospitality Industry, Convention Services, Process Scheduler, Catering, Hospitality Management, Fundraising, Restaurants, Parties, Food & Beverage, Marketing Communications, Wedding Planning, Social Media Marketing, Public Relations, Social Networking, Hotel Management, Trade Shows, Entertainment, Weddings, Resorts, Tourism, Revenue Analysis, Menu Development, Banquets
Education
Boston University 1990 — 1994
Bachelor of Science, Communications
State Street June 2015 - Present
Commonwealth of Massachusetts September 2014 - June 2015
Community Rowing Inc. September 2011 - June 2015
Harvard University April 2013 - May 2015
Genzyme August 2010 - July 2011
CARITAS, ST ELIZABETH’S, Brighton, MA2009 to 2010 2009 - 2010
Appingo January 2007 - July 2009
GLG - Gerson Lehrman Group January 2003 - October 2007
Creo March 1999 - December 2002
Skills
Business Planning, Marketing Strategy, Product Development, Strategic Planning, Public Speaking, Product Management, Customer Relations, Healthcare, Team Building, Customer Retention, Account Management, Writing, Sales Support, Training & Development, Sales Trainings, Trade Shows, Software Project..., Competitive Analysis, Hospitals, Teamwork, Market Analysis, Project Management, Business Development, Cross-functional Team..., Start-ups, Non-profits, Fundraising, Event Management, Customer Service, Sales, Leadership, Program Management, Marketing, Nonprofits, Strategy
Education
Simmons College - Simmons School of Management
MBA
Boston University
BS
BNY Mellon May 2012 - Present
BNY Mellon May 2011 - October 2012
PREMIER GLOBAL SECURITIES LENDING LLC June 2010 - March 2011
STATE STREET CORPORATION June 1994 - June 2010
Securities Finance Global Operations July 1998 - January 2004
PRICE WATERHOUSE LLC January 1997 - January 1998
STATE STREET CORPORATION January 1995 - January 1997
State Street January 1992 - January 1994
Skills
Budgets, Prime Brokerage, Project Management, Fixed Income, Equities, Derivatives, Securities Lending, Securities, Product Management, Global Custody, Collateral Management, Financial Services, Swaps, Strategy, Bloomberg, Alternative Investments, Banking, Corporate Actions, Investments, Portfolio Management, Trading, Settlement, Hedge Funds, Mutual Funds, Middle Office, Risk Management, Capital Markets, Emerging Markets
Education
Boston University 1995 — 1999
M.S.A, International Commerce
Saint Anselm College 1986 — 1989
Liberal Arts, Business
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Attivio September 2015 - Present
ImageBrief June 2014 - Present
Boston University Academy March 2013 - May 2015
Great Oaks Venture Capital June 2014 - August 2014
State Street January 2014 - February 2014
Skills
Off-shore Team..., Email Marketing, Team Management, Curriculum Development, Matlab, Microsoft Office, Research, Coaching, Marketing, Cold Calling, Adobe Creative Suite, Social Media, Management, Social Networking, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Leadership, Microsoft Word
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Newton South High School 2007 — 2011
High School
Staples April 2015 - Present
Ontegrity (fka BatteryCorp) February 2011 - March 2015
State Street November 2007 - December 2010
OpSec Security January 2006 - January 2007
Skills
MySQL, JavaScript, Access, C#, Software Development, HTML, Software Documentation, Microsoft Excel, C++, PHP, CSS, SharePoint, Programming, SQL, Telecommunications, PowerPoint, Visual C#, SQL Server, Linux, Visual Studio, Excel, Apache, IIS, SQL Server Management..., User Acceptance Testing, Data Analytics, Cluster Analysis, Decision Trees, R, Bayesian statistics, MapReduce, Association Rules, Factor Analysis, Principal Component..., Text Mining
Education
Western New England College 2001 — 2005
BSBA
Wentworth Institute of Technology
Data Analytics
Boston University
Computer Science/Software Development
Bank of America July 2014 - Present
Jennison Associates August 2011 - February 2014
State Street May 2011 - August 2011
State Street Global Markets August 2009 - May 2011
State Street Associates May 2009 - August 2009
State Street March 2007 - September 2008
MA Department of Revenue March 2006 - February 2007
MA Department of Correction August 2005 - March 2006
Skills
Fixed Income, Quantitative Finance, Statistics, Equities, Analysis, Investments
Education
Boston University 2008 — 2009
Master's Degree, Mathematical Finance
Tomsk State University 2000 — 2002
Master's Degree, Physics
Tomsk State University 1996 — 2000
Bachelor's Degree, Radio Physics
NASDAQ August 2014 - Present
Morgan Stanley June 2012 - July 2014
Citigroup March 2011 - June 2012
Morgan Stanley January 2011 - March 2011
Morgan Stanley January 2009 - January 2011
Morgan Stanley August 2007 - January 2009
State Street June 2005 - July 2007
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Alternative Investments
Education
Boston University 2001 — 2005
B.A. International Relations, Concentration in International Business & Economics
State Street July 2007 - Present
Education
Boston University 2003 — 2005
MA
Boston University 1997 — 2001
BA
The Glenview Trust Company October 2010 - Present
Brown-Forman May 2006 - Present
Tandem Public Relations LLC February 2005 - Present
Doe Anderson 2002 - 2005
State Street January 2000 - August 2001
Schneider and Associates Public Relations August 1998 - December 2000
FleetBoston Financial August 1997 - July 1998
Skills
Public Relations, Marketing Communications, Press Releases, Marketing Strategy, Event Management, Public Speaking, Microsoft Office, Strategic Planning, Media Relations, Nonprofits, Event Planning, Copywriting, Integrated Marketing, Leadership Development, Account Management, Digital Marketing, Social Media, Marketing, Advertising, Sales, Negotiation, Social Media Marketing, Strategic Communications, Budgets, Contract Negotiation, Business Strategy, Research, New Business Development, Fundraising, Strategic Partnerships, Leadership, Brand Development, Social Networking, Online Marketing
Education
Boston University 1999 — 2001
Master of Science, Communications, Public Relations
Hollins University 1990 — 1994
Bachelor of Arts, History
Stanford University Law School
Director's College
Northwestern University - Kellogg School of Management
Women's Director Development Program
Northwestern University - Kellogg School of Management
Governing the Family Business
The University of Chicago Booth School of Business
Director's Consortium
State Street October 2012 - Present
State Street December 1996 - October 2012
State Street May 1992 - November 1996
Bank of New England June 1977 - May 1992
Skills
Data Center, Disaster Recovery, Security, ITIL, Cisco, Wireless, Integration, Cloud Computing, Operations Management, Telecommunications, Team Building, VoIP, MPLS, Operation, Network Operations, Change Management, Vendor Management, Problem Solving, Troubleshooting, Cisco Technologies, Network Administration, Information Technology, IT Management, Service Delivery, Process Improvement, Infrastructure, Leadership, Managed Services
Education
Abington High School
Boston University
Certificate in UNIX Administration, IT Systems Admin
Northeastern University
Certificate in Data Communications and telecommunications, Telecommunications
State Street December 2013 - Present
State Street June 2008 - December 2013
State Street July 2007 - June 2008
Investors Bank & Trust February 2007 - July 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Bloomberg, Financial Analysis, Data Analysis, Process Improvement, Accounting, Mutual Funds, Fund Accounting, FX trading, Derivatives, FX Spot, Equities, Microsoft Excel, Fixed Income, Securities, Finance, Global Custody, Fund Of Funds, Settlement, AML, Financial Reporting
Education
Boston University 2008 — 2010
Financial Economics
Bryant University 2002 — 2006
BSBA, Finance
State Street October 2011 - Present
statestreet September 2011 - Present
Skills
Expenses, Outlook, Spreadsheets, Microsoft Excel, Administrative..., Accounting, Lotus Notes, PowerPoint, Microsoft Word, Office Management, Bloomberg, Invoicing
Education
Boston University 1996 — 2000
Bachelor of Science (BS), Computer Science
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
Voya Financial May 2013 - Present
ING 2008 - 2013
CitiStreet April 2001 - July 2008
State Street July 1994 - April 2001
Putnam Investments 1989 - 1994
Skills
Process Improvement, Vendor Management, Business Analysis, SDLC, Risk Management, Change Management, Visio, Business Process..., Project Management, Requirements Analysis, Program Management, Financial Services, Project Portfolio..., Requirements Gathering, Analysis
Education
Boston University 2008 — 2008
Project Management Certificate
Bridgewater State College
Bachelor of Science (B.S.), Management
Fidelity Investments May 2009 - Present
Fidelity Investments April 2005 - May 2009
State Street 1999 - 2005
Skills
Information Security, Business Continuity, Business Analysis, Program Management, Process Improvement, Security, Financial Services, Disaster Recovery, PMP, Information Technology, Visio, CISSP, Project Management, Financial Risk, Risk Assessment, ITIL, Requirements Analysis, External Audit, Control Testing, IT Risk Management, ISMS, ISO 27001 Lead Auditor, ISO 27001, Internal Audit, Executive Reporting, Incident Management, CISA, IT Management, IT Audit, IT Strategy, Risk Management
Education
Boston University 2004 — 2004
Project Management Certificate
Westfield State University 1995 — 1999
Bachelor or Arts, European History
National University of Ireland, Maynooth 1997 — 1997
European History
Loomis Sayles & Co November 2009 - Present
Loomis, Sayles & Company 2009 - Present
State Street January 2009 - November 2009
State Street September 2007 - December 2008
Skills
Account Reconciliation, Accounting, Bloomberg, Derivatives, Equities, Finance, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Trading, Process Improvement, Financial Modeling, Financial Services, Financial Analysis, Project Management
Education
Boston University 2003 — 2007
BA, Political Science/ International Relations
U.S. Securities & Exchange Commission April 2005 - Present
State Street August 2001 - April 2005
State Street August 2000 - August 2001
State Street April 1998 - August 2000
State Street March 1996 - April 1998
Colonial Mutual Funds October 1995 - March 1996
Skills
Securities Regulation, SEC, FINRA, Investment Advisers Act, Financial Regulation, Securities, Financial Analysis, Financial Services, Investments, Mutual Funds, Fixed Income, Risk Management, Hedge Funds, Equities, Due Diligence, Finance
Education
Boston University 2001 — 2003
MS, Concentration: Financial Economics
New York University - Leonard N. Stern School of Business 1990 — 1995
AA, BS, Liberal Arts, Business
State Street
Skills
Securities, Equities, Trading Systems, FX Options, Mutual Funds, Asset Management, Middle Office, Financial Markets, Bloomberg, Derivatives, Fixed Income, Trading
Education
Boston University 2001 — 2003
State Street July 2014 - Present
State Street May 2011 - Present
Merchants Bank March 2008 - April 2011
Chittenden Bank August 2007 - February 2008
Infosys July 2006 - January 2007
Sears Roebuck and Co June 2006 - July 2006
Initiatives of Change April 2002 - June 2002
Skills
Banking, Credit Analysis, Analysis, Investments, Commercial Lending, Finance, Credit, Adding Machine, Management, Financial Analysis, Financial Risk, Loans, Fixed Income, Commercial Banking, Portfolio Management, Credit Risk, Financial Services, Risk Management
Education
Boston University
Master of Business Administration (MBA)
University of Pune 2006 — 2008
Master of Commerce, Business; Banking; Finance
Symbiosis College 2003 — 2006
Bachelor of Commerce, Business; Banking; Finance
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
State Street June 2001 - Present
Active Health Management June 1996 - April 2001
Digital Equipment Corporation July 1984 - June 1996
Skills
Outsourcing, SDLC, Vendor Management, Software Project..., Securities Lending, Enterprise Architecture, Cloud Computing, Software Engineering, Lean Transformation, J2EE Application..., J2EE Architecture, SOA, Healthcare Information..., Capital Markets
Education
Boston University
MS, Computer Science
College of the Holy Cross 1980 — 1984
BA, Mathematics
State Street September 2015 - Present
State Street April 2013 - September 2015
State Street June 2010 - March 2013
State Street January 2008 - June 2010
Investors Bank & Trust 2006 - 2007
Skills
Fund Accounting, Alternative Investments, Financial Reporting, ETFs, Bloomberg, Fund Administration, Accounting, Financial Services, Equities, Fixed Income, Financial Modeling, Financial Analysis, Investments, Mutual Funds
Education
Suffolk University - Sawyer Business School 2014 — 2017
Masters of Science in Accounting (MSA)
Boston University 2003 — 2006
Business Administration and Management, General
Fidelity Investments 2008 - Present
Fidelity 2000 - 2008
State Street Bank 1987 - 2000
State Street 1987 - 2000
Skills
Marketing Communications, Marketing, Series 63, Financial Services, Mutual Funds, Direct Marketing, Marketing Strategy, Analytics, Integrated Marketing, Email Marketing, Social Media Marketing, Relationship Management
Education
Boston University 1985 — 1987
Master of Science (MS), Public Relations/Image Management
The George Washington University 1981 — 1985
Bachelor of Arts (BA), Communication, General
CFRN.net February 2011 - Present
Stack Trade March 2006 - February 2011
State Street December 2000 - June 2008
Ajilon 1997 - 2000
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Skills
Trading, Mutual Funds, Trading Systems, Options, Portfolio Management, Financial Markets, Hedge Funds, Investments, Electronic Trading, Technical Analysis, Software Development, FX trading, Trading Strategies, Commodity, Risk Management, Equities, FX Options
Education
Boston University 1999 — 2004
Web Development
Eastern Connecticut State University 1993 — 1995
BS, Math/Computer Science
Eastern Connecticut State University 1991 — 1995
Computer Science, Computer Science
Charles Schwab Advisor Services March 2013 - Present
Boston Portfolio Advisors, Inc. March 2012 - March 2013
TERI June 2008 - March 2012
The First Marblehead Corporation 2005 - 2008
State Street September 2000 - November 2004
Skills
Project Management, Operations Improvement, Business Analysis, Analytics, Business Intelligence, Risk Management, Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Credit, Financial Modeling
Education
Harvard University 2008 — 2010
MA, Management
Boston University 2011 — 2011
Commercial Real Estate Management
George Mason University 1995 — 1999
BS, Marketing
South Kent School 1993 — 1995
St. Lukes School 1988 — 1993
Capital Group July 2014 - Present
State Street March 1994 - June 2014
PricewaterhouseCoopers 2000 - 2006
Skills
CPA, MBA, HTML, SharePoint, Microsoft Office, Dreamweaver, Mutual Fund Regulations, Internal Controls, Financial Reporting, Mutual Funds, Risk Management, US GAAP, Auditing, Asset Management, Financial Services, Investments, Private Equity, Securities, Internal Audit, Accounting, Derivatives, Fund Accounting, Process Improvement, Hedge Funds, Financial Analysis
Education
Boston University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts at Lowell 1989 — 1993
BSBA, Accounting
Billerica Memorial High School 1984 — 1988
High School
State Street October 2012 - Present
Goldman Sachs September 2007 - October 2012
State Street April 2007 - August 2007
Citco April 2006 - April 2007
State Street Global Advisors October 2005 - March 2006
State Street March 2001 - October 2005
All Star Staffing, LLC January 2001 - March 2001
County Line Mason Supplies June 1996 - December 2000
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Asset Management, Private Equity, Capital Markets, Valuation, Securities, Financial Modeling, Investment Banking, Investments, Portfolio Management, Due Diligence, Investment Management
Education
Boston University 2002 — 2005
MS, Finance
State University of New York at Old Westbury 1997 — 2000
B.A, American History
Suffolk County Community College 1996 — 1997
A.A., Liberal Arts
State University of New York at Albany 1993 — 1995
Anthropology
Walt Whitman 1989 — 1993
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - December 2014
J.P. Morgan January 2009 - June 2011
J.P. Morgan April 2008 - January 2009
State Street June 2007 - April 2008
Skills
FX Options, Emerging Markets, Equities, Trading, Fixed Income, Economics, Derivatives, Hedge Funds, Capital Markets, Asset Management, Credit, Valuation, Investment Banking
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, International Economic Policy and Management
Boston University 2004 — 2008
Bachelor's Degree, Economics
Boston College High School 2000 — 2004
Berkshire Health Systems March 2013 - Present
Berkshire Health Systems July 2008 - March 2013
Massachusetts General Hospital August 2005 - June 2008
State Street January 1999 - August 2005
Skills
Strategic Planning, Business Intelligence, Analysis, Budgets
Education
Boston University 2002 — 2004
MBA
University of Massachusetts, Amherst 1987 — 1990
B.A., Economics
Alivia Technology and Massachusetts Office of the State Auditor April 2014 - Present
Boston University November 2013 - April 2014
Massachusetts General Hospital September 2012 - August 2013
Boston University September 2005 - August 2011
State Street October 2010 - December 2010
State Street May 2008 - August 2008
FinAnalytica May 2003 - July 2005
ProSyst April 2000 - March 2003
Skills
Quantitative Finance, Econometrics, R, Monte Carlo Simulation, Time Series Analysis, Quantitative Analytics, LaTeX, Statistical Modeling, SAS, Machine Learning, Data Mining, Java, Consulting, Matlab, JMP, SPSS, SQL, Bioinformatics, Survey Design, Qualtrics, Statistical Computing, Multivariate Statistics, Python, Fraud Detection, RapidMiner, Tableau, Centrifuge
Education
Boston University
Ph.D., Statistics
Sofia University St. Kliment Ohridski
M.Sc., Applied Mathematics/Mathematical Modelling in Economics
Sofia University St. Kliment Ohridski
B.Sc., Applied Mathematics
Goldman Sachs Asset Management May 2006 - Present
State Street May 2006 - May 2007
Lord Abbett 2003 - 2006
Skills
Series 7, Equities, Fixed Income, Investment Banking, Investments, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Management
Seton Hall University 1998 — 2003
Finance
Boston University
MS Finance
State Street December 2002 - Present
self 2012 - 2012
Fidelity Investments December 1993 - December 2002
System Resources Corporation 1990 - 1993
Sumaria Systems 1989 - 1990
Infotec 1987 - 1989
Skills
Application Architecture, Websphere, Enterprise Architecture, Weblogic, Agile Methodologies, Java, JavaScript, CSS, Flash, Flex, Oracle, SOA, XML
Education
Boston University 1990 — 1994
Master's degree, Computer Science
University of Massachusetts Dartmouth 1983 — 1987
Bachelor's degree, Computer Science
State Street March 2008 - Present
Tufts University September 2007 - February 2008
Tufts University September 2006 - September 2007
Pruance LLC August 2005 - April 2007
Skills
C++, Java, C#, SQL, JavaScript, Syndicated Loans, Structured Products, XML, FpML, Linux, PHP, Visual Studio, Visual Basic, Unix, .NET, Apache, C, Business Analysis, SOAP, Matlab, Windows, Access, Agile Methodologies, Microsoft SQL Server, Software Development, Data Analysis
Education
Boston University 2004 — 2005
Master of Arts, Pure and Applied Mathematics
Boston University 2002 — 2004
Bachelor of Arts, Pure and Applied Mathematics
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Advest, Inc. September 1996 - April 1997
Education
Boston University 1993 — 1997
BA, Economics / Math
Terex Corporation January 2009 - Present
State Street January 2007 - August 2008
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.), Finance and Marketing
American Environmental Consultants 2006 - Present
Richard P Kenney Associates 2005 - Present
State Street December 1997 - May 2005
Education
Boston University 2006 — 2008
CFP Certificant
University of Massachusetts Dartmouth 1993 — 1997
Bachelors, Business Fianance
Cristo Rey Boston High School September 2010 - Present
Tutors for All September 2006 - June 2011
eWater Consultant January 2009 - June 2009
Tutors for All September 2006 - December 2008
State Street January 2008 - June 2008
Skills
Curriculum Design, Tutoring, Lesson Planning, Data Analysis, Analysis, Accounting, Microsoft Office, Teaching, Curriculum Development, Classroom, Educational Leadership, Staff Development, Mathematics Education, Public Speaking, Classroom Management, Research, Secondary Education, Program Development, PowerPoint, K-12, Algebra, Educational Technology, Spanish, Geometry, Microsoft Word, English, Instructional Design, Microsoft Excel, Smartboard, Teamwork, Differentiated..., Curriculum Mapping, Teacher Training, Higher Education
Education
Boston University 2013 — 2015
Master of Education (MEd), Mathematics
2006 — 2011
BA, Mathematics
Experienced Professional December 2014 - Present
IBA Software Technologies June 2012 - November 2014
Financial Services June 2011 - July 2012
State Street December 2008 - June 2011
State Street April 2007 - December 2008
State Street June 2005 - April 2007
State Street November 2001 - June 2005
State Street December 1998 - November 2001
State Street May 1997 - August 1998
State Street October 1995 - May 1997
Education
Boston University 1998 — 2001
MS, Financial Economics
Saint Anselm College 1990 — 1993
BA, Business
Citi Hedge Fund Services 2008 - Present
State Street June 2006 - March 2008
Skills
Customer Service, Alternative Investments, Bloomberg, Equities, Mutual Funds, Microsoft Excel, Hedge Funds, Management, Fund Accounting
Education
Merrimack College 2004 — 2006
Business Administration - Management
Saint Bonaventure University 2002 — 2004
Business
Boston University
MBA
GMO June 2015 - Present
GMO May 2006 - June 2015
State Street August 2004 - May 2006
Skills
Performance Fees, Hedge Funds, Investment Management, Equities, Asset Management, Bloomberg
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Concentration in Finance
Boston University 2000 — 2004
BS, Concentration in Finance
State Street February 2011 - Present
Skills
Strategic Planning, Financial Analysis, Management Consulting, Project Management, Financial Modeling, Business Strategy, Risk Management
Education
Hult International Business School 2009 — 2010
MBA
Boston University 2003 — 2007
B.A., Marine Biology, Earth Science
State Street Associates July 2015 - Present
State Street February 2011 - July 2015
Skills
Time Series Analysis, Matlab, Intex, Statistical Modeling, Stata, Financial Modeling, Credit Risk, Structured Products, Stochastic Calculus, Econometrics, Economic Capital, Risk Management, Economics, Fixed Income, Quantitative Analytics, Statistics, VAR, Monte Carlo Simulation, Quantitative Finance
Education
Boston University 2005 — 2010
PhD, Economics
Boston University 2001 — 2005
BA, Economics Major, Chinese Minor
State Street July 2007 - Present
Skills
PMP, Trading Systems, Disaster Recovery
Education
Boston University 2000 — 2002
MS, Computer Information Systems
University of Massachusetts Dartmouth 1990 — 1993
BS, Marketing
Retired - spending time to pursue personal interests and to enjoy my family. February 2012 - Present
State Street June 1999 - February 2012
Skills
User Acceptance Testing, Software Quality..., SDLC, SQL, Microsoft Office, Analysis, Documentation, Test Planning, Test Cases, Databases, Regression Testing, SharePoint, ClearQuest, Requirements Gathering, Software Documentation, Quality Center, Requirements Analysis, Testing, Business Analysis, Quality Assurance, Business Requirements, QTP, Access, Visio, Process Improvement, Test Management, Manual Testing, Test Strategy, Test Automation, Software Project..., Agile Methodologies, Oracle, Unix, Integration, Microsoft SQL Server, System Testing, Web Applications
Education
Boston University
Bachelor of Science, Accounting
State Street 1997 - Present
New Boston Select Systems 1995 - 1997
Cambridge Technology Partners 1993 - 1995
Skills
Process Improvement, Oracle, PL/SQL, SQL, Sybase, T-SQL, Java, C/C++, Unix Shell Scripting, Perl, AWK/SED, KSH/CSH/BASH, Unix/Linux, Unix System Programming, PHP, Javascript, XML, HTML/DHTML, CSS, Emacs, TOAD, Eclipse, Database..., Data Warehousing, Performance Tuning, Enterprise Application..., SDLC, Performance..., Unix
Education
Boston University
BS, Computer Science
Mario Umana School of Science and Technology
State Street January 2005 - Present
Education
Boston University 1991 — 1993
Master of Business Administration (M.B.A.)
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
Goldman Sachs May 2007 - Present
State Street May 2006 - May 2007
Lord, Abbett & Co. LLC 2003 - 2006
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Management
Seton Hall University 1998 — 2003
Bachelor's degree, Finance, General
State Street September 1999 - September 2000
Telecommunication Group January 1980 - December 1999
Skills
Microsoft Office, Project Management, Management, Telecommunications, Customer Service, Over 25 years of..., Photography, Photography software, Account Reconciliation, Computer Science, Team Leadership, Accounting
Education
Boston University 2001 — 2002
Certification, MCSE 2000
Northeastern University 1981 — 1986
Northeastern university Evening
State Street April 2015 - Present
State Street December 2011 - April 2015
BASHO JAPANESE BRASSIERE April 2010 - April 2012
ITG June 2010 - August 2011
Dairy Queen June 2003 - September 2009
State Street June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Customer Service, Databases, Trading Systems, Access, Derivatives, Valuation, Fixed Income, Analysis
Education
Boston University 2007 — 2011
Bachelor of Science, Hospitality Administration with a minor in Business Administration
Weymouth High School 2003 — 2007
Brown Brothers Harriman October 2012 - Present
State Street July 2007 - October 2012
Investors Bank & Trust September 2004 - July 2007
Education
Boston University
BSBA
Boston University
Certificate in Advanced Accounting
State Street September 2014 - Present
US Bank July 2006 - June 2014
State Street 2003 - 2006
State Street 2000 - 2003
Education
Boston University
Bachelor of Arts (B.A.)
Rivers School
State of Connecticut May 2014 - Present
Computershare May 2012 - May 2014
State Street January 2007 - November 2011
Putnam Investments October 1998 - January 2007
Docucorp International October 1997 - October 1998
Arkwright Insurance September 1996 - October 1997
Digital Equiment Corp March 1996 - September 1996
Real World Corp October 1995 - March 1996
Digital Equipment Corp April 1983 - June 1994
Education
New Horizons, Nashua, NH 2012 — 2013
C#, ASP.NET
Boston University 2001 — 2001
Franklin Pierce University 1985 — 1987
BS, Computer Technologies
SUNY Dutchess July 2012 - Present
UMUC 2011 - July 2012
Quinsigamond Community College 2001 - 2011
Westborough High School 1999 - 2001
Burdett College 1996 - 1999
New England Conservatory 1995 - 1996
State Street 1988 - 1994
Curry College 1984 - 1985
Skills
Higher Education, Curriculum Development, Teaching, Distance Learning, Staff Development, Curriculum Design, Instructional Design, E-Learning, Teachers, Program Development, Adult Education, Academic Advising, College Teaching, Higher Education..., Student Affairs, Instructional Technology, Student Development, Courses, University Teaching, Academic Administration, Resume Writing, Classroom, Educational Technology, Academia, Educational Leadership, Teacher Training, Faculty Development, Admissions, Program Management, Program Evaluation, Tutoring, Lecturing
Education
Bishop Connolly HS
Boston University
Graduate Certificate, Financial Planning
Curry College
Bachelor of Arts (B.A.), Business Administration and Management, General
Providence College
MBA, Finance
Suffolk University
M.Ed., Higher Education
State Street April 2012 - Present
Education
Boston University
Master of Science
Boston University
Graduate Certificate
University of Massachusetts at Boston
BS
Liberty Mutual Investments December 2012 - Present
State Street July 2011 - December 2012
Education
Boston University 2014 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
State Street September 2009 - Present
Skills
Matlab, Crystal Reports, Acess, Microsoft Office, Stata, Bloomberg, Spotfire, Axentis, Star Compliance, VBA, SQL
Education
Boston University 2004 — 2007
Bachelor of Arts (BA), Economics
Bucknell University
Mechanical Engineering
John Hancock Investments January 2015 - Present
MetLife Advisers, LLC June 2008 - January 2015
State Street June 2006 - June 2008
Longwood Investment Advisors September 2005 - April 2006
UHY Advisors May 2005 - July 2005
UBS Wealth Management September 2003 - February 2004
Education
Boston College 2009 — 2012
Master of Science (M.S.), Finance
Boston University 2002 — 2006
BS Business Admin, Finance & Accounting
BNYMellon.com February 2011 - August 2012
State Street January 2010 - January 2011
TDBank January 2009 - October 2009
Axis Technology, LLC October 2008 - October 2009
Fidelity Investments 2001 - 2008
Skills
Wealth Management, Retirement, Capital Markets, Alternative Investments, Relationship Management, Hyperion Enterprise, Microsoft Project expert, Data Analysis
Education
Simmons School of Management 1992 — 1993
Master of Business Administration (MBA), Finance, General
Wharton Business School
Finance, General
Boston University
Bachelor of Arts (B.A.), Psychology, 3.6
Northeastern University
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
State Street December 2013 - Present
ING Investment Management June 2011 - November 2013
Harbinger Capital Partners May 2009 - June 2011
Lehman Brothers November 2007 - May 2009
Skills
Bloomberg, Adobe Acrobat, Alternative Investments, Eagle PACE, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Hedge Funds, Hyperion HFM, IFRS, Microsoft Office, Oracle, Private Equity, Statutory Accounting, US GAAP reporting
Education
Boston University
Shearman & Sterling LLP February 2012 - Present
Shearman & Sterling LLP June 2010 - July 2010
Environmental Working Group June 2009 - August 2009
State Street June 2006 - August 2008
Education
Duke University School of Law 2008 — 2011
Juris Doctor
Boston University 2005 — 2006
Master of Arts (M.A.), Economics
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics and International Relations
State Street
Skills
Tax, Accounting, Tax Accounting, Income Tax, Tax Preparation, Tax Research, Tax Returns
Education
Northeastern University 2012 — 2013
Master's degree, Taxation
Boston University 2001 — 2006
Bachelor's degree, Finance, General
Velir February 2008 - Present
State Street July 2007 - January 2008
Investors Bank and Trust December 2006 - July 2007
Investors Bank and Trust March 2005 - December 2006
Argosy Publishing October 2004 - March 2005
Skills
C#, ASP.NET, XML, Microsoft SQL Server, .NET, SQL, Web Services, AJAX, Sitecore, Coveo, jQuery, Microsoft Excel, Visual Studio, ReSharper, NUnit, Github, Tortoise SVN
Education
Boston University 2005 — 2008
Master of Science (MS), Computer Science
Bucknell University 2000 — 2004
Bachelor of Science (BS), Computer Science
State Street July 2015 - Present
State Street January 2015 - July 2015
Harmon Law Offices, P.C. May 2013 - March 2014
Wilson Farm May 2011 - January 2013
Barnes & Noble College Book Stores: The Harvard Coop June 2008 - August 2010
Skills
Risk Management, Reporting & Analysis, Metrics Reporting, Dashboard Metrics, Procedure Development, Workflow Management, Project Management, Cognos, Flat Files, Document Drafting, Document Review, Legal Writing, Legal Documents, Data Entry, Foreclosures, Legal Assistance, Legal Research, Microsoft Office, Loans, Westlaw, Lexis, Merchandising, Customer Service
Education
Boston University 2013 — 2014
Certificate, Paralegal
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Legal Studies, General
HOme 2015 - 2015
H.C. Starck June 2011 - October 2011
MediaTek November 2007 - June 2011
Milton Hospital Foundation Inc March 2007 - November 2007
Computer Science Corporation February 2006 - March 2007
Boston Financial Data Services April 1999 - May 2006
State Street June 2004 - November 2005
Skills
Analysis, Variance Analysis, Financial Analysis, Management, Account Reconciliation, SAP, Accounting, Sarbanes-Oxley Act, Auditing, Budgets, General Ledger
Education
Boston University 2004 — 2007
Master’s Degree
Northeastern University 2001 — 2003
Bachelor’s Degree, Accounting and Finance