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.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Employee
Years
Job
Industry
Michael Aaronson Michael Aaronson's State Street Experience 1987 - 1993
Job Director, Relationship Management at Ascensus
Industry Financial Services
Experience
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Patricia Yue, CFA Patricia Yue, CFA's State Street Experience October 2007 - December 2008
Job Operations Associate at Esposito Securities, LLC
Industry Investment Management
Experience
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Hazel Nguyen Hazel Nguyen's State Street Experience September 2007 - February 2008
Job Ph.D in Finance at University of Arkansas
Industry Research
Experience
University of Arkansas My research “Reward culture in banks and the financial crisis” examines whether the reward culture of banks was a factor in shaping the 2008 credit crisis. Reward culture reflects three dimensions: CEO incentives, vice president incentives and remaining employee incentives. A reward factor score, constructed by applying factor analysis to all incentives, represents the common factor in incentives across all levels of the bank. Classifying banks into high, average, and low reward culture groups in the pre-crisis year 2006, I find evidence that during the 2008 crisis period, banks either at the high or low reward culture groups performed worse, and were more risky than banks in the average reward culture group. The findings are consistent with the problems of adverse selection and moral hazard associated with incentive misalignment when incentives are too low or too high.MBABoston University School of ManagementSeptember 2006 - May 2008
State Street September 2007 - February 2008
DHL Exel Supply Chain June 2007 - August 2007
Arrive Technologies Vietnam April 2004 - July 2006
Skills
Data Analysis, Management, Research, Financial Modeling, Financial Analysis, C++, Oracle, Microsoft SQL Server, Finance, Microsoft Excel, VBA
Education
University of Arkansas at Fayetteville 2009 — 2014
Ph.D, Finance
Boston University Questrom School of Business 2006 — 2008
MS-MBA, Finance
University of Arkansas My research “Reward culture in banks and the financial crisis” examines whether the reward culture of banks was a factor in shaping the 2008 credit crisis. Reward culture reflects three dimensions: CEO incentives, vice president incentives and remaining employee incentives. A reward factor score, constructed by applying factor analysis to all incentives, represents the common factor in incentives across all levels of the bank. Classifying banks into high, average, and low reward culture groups in the pre-crisis year 2006, I find evidence that during the 2008 crisis period, banks either at the high or low reward culture groups performed worse, and were more risky than banks in the average reward culture group. The findings are consistent with the problems of adverse selection and moral hazard associated with incentive misalignment when incentives are too low or too high.MBABoston University School of ManagementSeptember 2006 - May 2008
State Street September 2007 - February 2008
DHL Exel Supply Chain June 2007 - August 2007
Arrive Technologies Vietnam April 2004 - July 2006
Skills
Data Analysis, Management, Research, Financial Modeling, Financial Analysis, C++, Oracle, Microsoft SQL Server, Finance, Microsoft Excel, VBA
Education
University of Arkansas at Fayetteville 2009 — 2014
Ph.D, Finance
Boston University Questrom School of Business 2006 — 2008
MS-MBA, Finance
Caitlin Chamberlain Caitlin Chamberlain's State Street Experience June 2014 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street Bank November 2010 - Present
State Street Bank August 2008 - November 2010
Skills
Operations Management, Organizational..., Proven Leadership Skills, Change Management, Client Service, Detail Orientation, Staff Training, Deadline Oriented, Mutual Funds, Fixed Income, Derivatives, FX, Valuation, Equities, Excel, Microsoft Office, Bloomberg, Finance, Financial Services, Bonds, FX Options, Securities, Portfolio Management, Hedge Funds, Fund Accounting, Swaps, Microsoft Excel, Client Services, Leadership
Education
Boston University Questrom School of Business 2006 — 2009
MBA, Finance
University of Connecticut 2000 — 2004
BA, Economics and Communications
State Street June 2014 - Present
State Street Bank November 2010 - Present
State Street Bank August 2008 - November 2010
Skills
Operations Management, Organizational..., Proven Leadership Skills, Change Management, Client Service, Detail Orientation, Staff Training, Deadline Oriented, Mutual Funds, Fixed Income, Derivatives, FX, Valuation, Equities, Excel, Microsoft Office, Bloomberg, Finance, Financial Services, Bonds, FX Options, Securities, Portfolio Management, Hedge Funds, Fund Accounting, Swaps, Microsoft Excel, Client Services, Leadership
Education
Boston University Questrom School of Business 2006 — 2009
MBA, Finance
University of Connecticut 2000 — 2004
BA, Economics and Communications
Margarita Linets's State Street Experience June 2011 - August 2011
Job Consultant at IHS
Industry Research
Experience
IHS February 2015 - Present
IHS July 2012 - March 2015
State Street June 2011 - August 2011
NewStar Financial October 2007 - September 2009
Korea Development Bank May 2006 - September 2006
Skills
Intermediate Eveiws,..., Financial Modeling, Financial Analysis, Data Analysis, Economics, Econometrics, Statistical Modeling, Economic Data Analysis, Eviews Programming, SAS (Beginner), Analysis, R
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, International Economics and Finance
Boston University Questrom School of Business 2003 — 2007
BA, Finance
IHS February 2015 - Present
IHS July 2012 - March 2015
State Street June 2011 - August 2011
NewStar Financial October 2007 - September 2009
Korea Development Bank May 2006 - September 2006
Skills
Intermediate Eveiws,..., Financial Modeling, Financial Analysis, Data Analysis, Economics, Econometrics, Statistical Modeling, Economic Data Analysis, Eviews Programming, SAS (Beginner), Analysis, R
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, International Economics and Finance
Boston University Questrom School of Business 2003 — 2007
BA, Finance
Kristina Jette's State Street Experience August 2007 - August 2011
Job Environmental & Social Sustainability MBA Graduate, Simmons School of Management
Industry Financial Services
Experience
Simmons School of Management May 2015 - Present
Harvard Management Company August 2011 - January 2015
State Street August 2007 - August 2011
Boston University School of Public Health May 2008 - August 2010
Nielsen Entertainment Media UK Ltd March 2006 - July 2007
Sotheby's October 2004 - January 2005
Skills
Corporate Social..., Sustainability, Data Analysis, Microsoft Excel, PowerPoint, Strategic Planning, Analysis, Research, Financial Analysis, Management, Microsoft Office, Public Speaking, Social Media, Program Management, Event Planning, Marketing, Strategic Communications, Fund Accounting, Hedge Funds, Oral Communication, Written Communication, Presentations, Stakeholder Engagement, Stakeholder Mapping, Capital Budgeting
Education
Simmons College - Simmons School of Management 2010 — 2015
MBA, Environmental & Social Sustainability
Boston University - School of Management 2000 — 2005
B.S., Major in Marketing, Minor is Art History
Simmons School of Management May 2015 - Present
Harvard Management Company August 2011 - January 2015
State Street August 2007 - August 2011
Boston University School of Public Health May 2008 - August 2010
Nielsen Entertainment Media UK Ltd March 2006 - July 2007
Sotheby's October 2004 - January 2005
Skills
Corporate Social..., Sustainability, Data Analysis, Microsoft Excel, PowerPoint, Strategic Planning, Analysis, Research, Financial Analysis, Management, Microsoft Office, Public Speaking, Social Media, Program Management, Event Planning, Marketing, Strategic Communications, Fund Accounting, Hedge Funds, Oral Communication, Written Communication, Presentations, Stakeholder Engagement, Stakeholder Mapping, Capital Budgeting
Education
Simmons College - Simmons School of Management 2010 — 2015
MBA, Environmental & Social Sustainability
Boston University - School of Management 2000 — 2005
B.S., Major in Marketing, Minor is Art History
Bryan Fuller's State Street Experience September 2013 - November 2014
Job Internal Audit Supervisor at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Teo Ferreira, CFP® Teo Ferreira, CFP®'s State Street Experience October 1994 - December 2008
Job Client Counselor at Wingate Wealth Advisors, LLC
Industry Financial Services
Experience
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Greg Clute Greg Clute's State Street Experience November 2014 - May 2015
Job Business Transformation Strategist
Industry Financial Services
Experience
Centric Consulting, LLC July 2015 - Present
State Street November 2014 - May 2015
Fidelity Investments January 2011 - October 2014
Fidelity Investments January 2007 - December 2010
Fidelity Investments March 2001 - December 2006
Investor Group Services and Mercer Management Consulting 1999 - 2001
Mercer Management Consulting (now Oliver Wyman) 1989 - 1999
Consolidated Rail Corporation (Conrail) 1985 - 1988
Bath Iron Works 1981 - 1982
McDermott International Inc. 1980 - 1981
Skills
Management Consulting, Business Strategy, Financial Modeling, Portfolio Management, Business Process..., Asset Management, Investments, Valuation, Risk Management, Financial Services, New Business Development, Private Equity, Business Analysis, Business Process..., Analytics, Mergers & Acquisitions, Strategic Financial...
Education
Boston University - School of Management 2011 — 2012
MS, high honors
Northwestern University - Kellogg School of Management
MBA
University of Michigan -- College of Engineering
BSE, magna cum laude
Centric Consulting, LLC July 2015 - Present
State Street November 2014 - May 2015
Fidelity Investments January 2011 - October 2014
Fidelity Investments January 2007 - December 2010
Fidelity Investments March 2001 - December 2006
Investor Group Services and Mercer Management Consulting 1999 - 2001
Mercer Management Consulting (now Oliver Wyman) 1989 - 1999
Consolidated Rail Corporation (Conrail) 1985 - 1988
Bath Iron Works 1981 - 1982
McDermott International Inc. 1980 - 1981
Skills
Management Consulting, Business Strategy, Financial Modeling, Portfolio Management, Business Process..., Asset Management, Investments, Valuation, Risk Management, Financial Services, New Business Development, Private Equity, Business Analysis, Business Process..., Analytics, Mergers & Acquisitions, Strategic Financial...
Education
Boston University - School of Management 2011 — 2012
MS, high honors
Northwestern University - Kellogg School of Management
MBA
University of Michigan -- College of Engineering
BSE, magna cum laude
Andrew DeLorme Andrew DeLorme's State Street Experience November 2012 - Present
Job Vice President and Counsel at State Street
Industry Financial Services
Experience
State Street November 2012 - Present
Fidelity Investments, Legal Department August 2008 - November 2012
Fidelity Investments, Legal Product Group March 2007 - August 2008
State of Rhode Island May 2004 - December 2004
Rhode Island Superior Court May 2003 - August 2003
U.S. House of Representatives February 2001 - August 2002
Skills
Investment Company Act, Mutual Funds, Securities Regulation, Corporate Governance, Due Diligence, Admitted to Practice, Legal Writing, Mergers & Acquisitions, Corporate Law, Securities, Banking, Hedge Funds, Financial Services
Education
Boston University School of Law 2005 — 2006
LL.M., Banking and Financial Law
Roger Williams University School of Law 2002 — 2005
Juris Doctor, Law
State University of New York, College at Potsdam 1994 — 1999
Bachelor of Arts, Political Science
State Street November 2012 - Present
Fidelity Investments, Legal Department August 2008 - November 2012
Fidelity Investments, Legal Product Group March 2007 - August 2008
State of Rhode Island May 2004 - December 2004
Rhode Island Superior Court May 2003 - August 2003
U.S. House of Representatives February 2001 - August 2002
Skills
Investment Company Act, Mutual Funds, Securities Regulation, Corporate Governance, Due Diligence, Admitted to Practice, Legal Writing, Mergers & Acquisitions, Corporate Law, Securities, Banking, Hedge Funds, Financial Services
Education
Boston University School of Law 2005 — 2006
LL.M., Banking and Financial Law
Roger Williams University School of Law 2002 — 2005
Juris Doctor, Law
State University of New York, College at Potsdam 1994 — 1999
Bachelor of Arts, Political Science
Craig Solari Craig Solari's State Street Experience 2000 - 2005
Job Financial Services Professional
Industry Investment Management
Experience
SSGX 2014 - Present
Wipro Technologies 2010 - 2014
State Street Alternative Investment Solutions 2007 - 2009
State Street Alternative Investment Solutions 2005 - 2007
State Street 2000 - 2005
Brown Brothers Harriman 1996 - 2000
Skills
Hedge Funds, Private Equity, Financial Services, Alternative Investments, Mergers, Acquistions, Program Management, Business Strategy, Middle Office, Due Diligence, Integration, Finance, Project Management, Product Management, Fund Accounting, Fund Administration, Back Office, Corporate Actions, Applications..., Onboarding, Client Representation, New Business Set-up, Introducing New Products, Mergers & Acquisitions, Mutual Funds, Derivatives
Education
Boston University - School of Management 1996 — 1999
MBA, Finance
Stonehill College 1989 — 1993
BS, Business management
SSGX 2014 - Present
Wipro Technologies 2010 - 2014
State Street Alternative Investment Solutions 2007 - 2009
State Street Alternative Investment Solutions 2005 - 2007
State Street 2000 - 2005
Brown Brothers Harriman 1996 - 2000
Skills
Hedge Funds, Private Equity, Financial Services, Alternative Investments, Mergers, Acquistions, Program Management, Business Strategy, Middle Office, Due Diligence, Integration, Finance, Project Management, Product Management, Fund Accounting, Fund Administration, Back Office, Corporate Actions, Applications..., Onboarding, Client Representation, New Business Set-up, Introducing New Products, Mergers & Acquisitions, Mutual Funds, Derivatives
Education
Boston University - School of Management 1996 — 1999
MBA, Finance
Stonehill College 1989 — 1993
BS, Business management
Angela X. Tang's State Street Experience January 2013 - Present
Job Fund Accounting Specialist at State Street
Industry Accounting
Experience
State Street January 2013 - Present
Skills
Financial Analysis, Competitive Analysis, Strategy, Analysis, Business Planning, Pricing, Finance, Strategic Planning, Business Development, Accounting, Product Development, Operations Management, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Corporate Finance
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
State Street January 2013 - Present
Skills
Financial Analysis, Competitive Analysis, Strategy, Analysis, Business Planning, Pricing, Finance, Strategic Planning, Business Development, Accounting, Product Development, Operations Management, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Corporate Finance
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
Dan Sauer Dan Sauer's State Street Experience March 2015 - Present
Job Client Service & Operations Leader in Financial Services Seeking New Opportunity
Industry Financial Services
Experience
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
Mack Freedman's State Street Experience June 2013 - August 2013
Job Marketing Acquisitions Associate at DraftKings, Inc.
Industry Commercial Real Estate
Experience
DraftKings, Inc. August 2015 - Present
Tishman Speyer September 2014 - August 2015
Charitweet June 2014 - July 2014
Delta Tau Delta Fraternity September 2012 - January 2014
Boston Celtics September 2013 - December 2013
State Street June 2013 - August 2013
Medical Innovations Inc. April 2010 - June 2013
JCC Camp Grossman June 2007 - August 2012
Klassmate February 2012 - May 2012
Gum Squaaad November 2009 - May 2010
Skills
Leadership, Teamwork, Event Planning, Commercial Leasing, Entrepreneurship, Data Analysis, Basketball Analytics, Microsoft Excel, Archtics Ticketing..., Budgets, Sales, Public Speaking, Finance, Argus Modeling, Golf, Real Estate, Golf Course Management
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Wayland High School 2006-2010 2006 — 2010
Diploma, 2010
DraftKings, Inc. August 2015 - Present
Tishman Speyer September 2014 - August 2015
Charitweet June 2014 - July 2014
Delta Tau Delta Fraternity September 2012 - January 2014
Boston Celtics September 2013 - December 2013
State Street June 2013 - August 2013
Medical Innovations Inc. April 2010 - June 2013
JCC Camp Grossman June 2007 - August 2012
Klassmate February 2012 - May 2012
Gum Squaaad November 2009 - May 2010
Skills
Leadership, Teamwork, Event Planning, Commercial Leasing, Entrepreneurship, Data Analysis, Basketball Analytics, Microsoft Excel, Archtics Ticketing..., Budgets, Sales, Public Speaking, Finance, Argus Modeling, Golf, Real Estate, Golf Course Management
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Wayland High School 2006-2010 2006 — 2010
Diploma, 2010
Ashleigh Paige Ashleigh Paige's State Street Experience December 2005 - July 2006
Job State and Local Tax Author/Editor at Thomson Reuters
Industry Law Practice
Experience
Thomson Reuters June 2013 - Present
Tax Attorney July 2012 - May 2013
McGladrey January 2012 - November 2012
Ernst & Young September 2010 - June 2011
Massachusetts Appellate Tax Board August 2008 - December 2008
Cohn & Dussi, LLC May 2008 - September 2008
First Justice Jeffrey Winik - Boston Housing Court June 2007 - August 2007
Bet Tzedek of Jewish Family & Children's Service June 2007 - August 2007
State Street December 2005 - July 2006
Whole Foods Market July 1999 - May 2005
Skills
Microsoft Office, Tax Law, Adobe Software, Taxation, Federal Taxation, Corporate Tax, Partnership Taxation, Form 1040, Form 1120, Form 1120S, Form 1065, S Corporations, Legal Research, Legal Writing, FAS 109, FIN 48, Housing Law, Real Estate, Massachusetts Law, Due Diligence, M&A due diligence, Mergers & Acquisitions, State Taxation, Joint Ventures, Income Tax, Tax, Litigation, Westlaw, Checkpoint, Tax Research, FATCA, Trusts, Private Equity, Bankruptcy, Intellectual Property, Accounting
Education
Boston University School of Law 2009 — 2010
LL.M., Taxation
New England School of Law 2006 — 2009
JD, Law
The University of Texas at Austin 2002 — 2005
Bachelor of Business Administration (BBA), Finance; Russian, East European, and Eurasian Studies
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Finance; minor in Russian, East European, and Eurasian Studies
Nova High School 1998 — 2002
Diploma, G.E.M.S. - Gifted Education in Mathematics
Thomson Reuters June 2013 - Present
Tax Attorney July 2012 - May 2013
McGladrey January 2012 - November 2012
Ernst & Young September 2010 - June 2011
Massachusetts Appellate Tax Board August 2008 - December 2008
Cohn & Dussi, LLC May 2008 - September 2008
First Justice Jeffrey Winik - Boston Housing Court June 2007 - August 2007
Bet Tzedek of Jewish Family & Children's Service June 2007 - August 2007
State Street December 2005 - July 2006
Whole Foods Market July 1999 - May 2005
Skills
Microsoft Office, Tax Law, Adobe Software, Taxation, Federal Taxation, Corporate Tax, Partnership Taxation, Form 1040, Form 1120, Form 1120S, Form 1065, S Corporations, Legal Research, Legal Writing, FAS 109, FIN 48, Housing Law, Real Estate, Massachusetts Law, Due Diligence, M&A due diligence, Mergers & Acquisitions, State Taxation, Joint Ventures, Income Tax, Tax, Litigation, Westlaw, Checkpoint, Tax Research, FATCA, Trusts, Private Equity, Bankruptcy, Intellectual Property, Accounting
Education
Boston University School of Law 2009 — 2010
LL.M., Taxation
New England School of Law 2006 — 2009
JD, Law
The University of Texas at Austin 2002 — 2005
Bachelor of Business Administration (BBA), Finance; Russian, East European, and Eurasian Studies
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Finance; minor in Russian, East European, and Eurasian Studies
Nova High School 1998 — 2002
Diploma, G.E.M.S. - Gifted Education in Mathematics
Kavi Singh Kavi Singh's State Street Experience June 2004 - December 2010
Job Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems October 2013 - Present
Eagle Investment Systems December 2010 - October 2013
State Street June 2004 - December 2010
Skills
Fixed Income, Business Analysis, SDLC, Financial Services, Equities, XML, User Acceptance Testing, Software Project..., Vendor Management, Investments
Education
Boston University - School of Management 2007 — 2008
Masters of Science in Investment Management
University of Massachusetts Boston 1999 — 2004
Bachelor's degree, Management Information systems, Finance
Eagle Investment Systems October 2013 - Present
Eagle Investment Systems December 2010 - October 2013
State Street June 2004 - December 2010
Skills
Fixed Income, Business Analysis, SDLC, Financial Services, Equities, XML, User Acceptance Testing, Software Project..., Vendor Management, Investments
Education
Boston University - School of Management 2007 — 2008
Masters of Science in Investment Management
University of Massachusetts Boston 1999 — 2004
Bachelor's degree, Management Information systems, Finance
Lori Sutherland Lori Sutherland's State Street Experience 2000 - 2003
Job Wealth Management Professional
Industry Financial Services
Experience
US Trust/State Street Combined N.E. Wealth Management Operations 2003 - 2006
State Street 2000 - 2003
Neuberger Berman 1996 - 2000
Northern Trust 1986 - 1996
Education
University of Miami - School of Business 1985 — 1987
MBA
Boston University Questrom School of Business 1977 — 1980
BSBA, Marketing and Economics
US Trust/State Street Combined N.E. Wealth Management Operations 2003 - 2006
State Street 2000 - 2003
Neuberger Berman 1996 - 2000
Northern Trust 1986 - 1996
Education
University of Miami - School of Business 1985 — 1987
MBA
Boston University Questrom School of Business 1977 — 1980
BSBA, Marketing and Economics
Lindsey Clark's State Street Experience March 2012 - April 2015
Job Corporate Affairs Associate at Houghton Mifflin Harcourt, MBA Candidate
Industry Education Management
Experience
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt August 2014 - June 2015
State Street March 2012 - April 2015
State Street June 2011 - March 2012
State Street August 2010 - June 2011
Skills
Financial Reporting, Financial Statement..., Microsoft Office, Data Analysis, Account Management, Securities, Outlook, Account Reconciliation, Accounting, Social Networking, Business Analysis, Mutual Funds, Team Management, Microsoft Excel, Corporate Social..., Volunteering, Employee Engagement, Volunteer Management, Youth Mentoring, Bloomberg, Client Service Oriented, Teaching
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Public and Nonprofit Management
Wake Forest University 2006 — 2010
B.A., Economics, Spanish
IES Barcelona 2008 — 2008
Economics, Spanish
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt August 2014 - June 2015
State Street March 2012 - April 2015
State Street June 2011 - March 2012
State Street August 2010 - June 2011
Skills
Financial Reporting, Financial Statement..., Microsoft Office, Data Analysis, Account Management, Securities, Outlook, Account Reconciliation, Accounting, Social Networking, Business Analysis, Mutual Funds, Team Management, Microsoft Excel, Corporate Social..., Volunteering, Employee Engagement, Volunteer Management, Youth Mentoring, Bloomberg, Client Service Oriented, Teaching
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Public and Nonprofit Management
Wake Forest University 2006 — 2010
B.A., Economics, Spanish
IES Barcelona 2008 — 2008
Economics, Spanish
RJ Ferry RJ Ferry's State Street Experience 2000 - 2008
Job Christopher Financial Group, Raymond James Financial Services
Industry Financial Services
Experience
Christopher Financial Group, Raymond James Financial Services August 2014 - Present
Pacer Financial June 2008 - July 2014
State Street 2000 - 2008
Skills
Investments, Financial Services, Alternative Investments, Finance, Retirement Planning, Securities, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Equities, Retirement, FINRA, Series 7, ETFs, Financial Planning
Education
Boston University Graduate School of Management 2002 — 2005
MBA, Marketing
Providence College 1996 — 2000
BA, Political Science
LCHS
LCHS
Christopher Financial Group, Raymond James Financial Services August 2014 - Present
Pacer Financial June 2008 - July 2014
State Street 2000 - 2008
Skills
Investments, Financial Services, Alternative Investments, Finance, Retirement Planning, Securities, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Equities, Retirement, FINRA, Series 7, ETFs, Financial Planning
Education
Boston University Graduate School of Management 2002 — 2005
MBA, Marketing
Providence College 1996 — 2000
BA, Political Science
LCHS
LCHS
Jamie Kasabian's State Street Experience October 2012 - November 2013
Job Analytics Associate (Performance) at DDJ Capital Management
Industry Financial Services
Experience
DDJ Capital Management November 2013 - Present
State Street October 2012 - November 2013
State Street August 2011 - October 2012
Tilt Theory, LLC February 2011 - October 2011
Watertown Savings Bank April 2007 - July 2011
Boston University August 2009 - January 2011
SHIFT Communications June 2008 - August 2008
Buckingham, Browne & Nichols June 2006 - August 2006
Buckingham, Browne & Nichols June 2005 - August 2005
Skills
Bloomberg, Excel, Word, Microsoft Office, PowerPoint, Bloomberg Terminal, Outlook, Customer Service, Social Media, Twitter, Factiva, Navigator, Microsoft Excel, Financial Analysis, Mutual Funds, Fixed Income, Equities, Microsoft Word
Education
Boston University - School of Management 2008 — 2011
Bachelor of Science in Business Administration, Finance
Boston University College of Arts and Sciences 2007 — 2008
Watertown High School 2003 — 2007
High School Diploma
DDJ Capital Management November 2013 - Present
State Street October 2012 - November 2013
State Street August 2011 - October 2012
Tilt Theory, LLC February 2011 - October 2011
Watertown Savings Bank April 2007 - July 2011
Boston University August 2009 - January 2011
SHIFT Communications June 2008 - August 2008
Buckingham, Browne & Nichols June 2006 - August 2006
Buckingham, Browne & Nichols June 2005 - August 2005
Skills
Bloomberg, Excel, Word, Microsoft Office, PowerPoint, Bloomberg Terminal, Outlook, Customer Service, Social Media, Twitter, Factiva, Navigator, Microsoft Excel, Financial Analysis, Mutual Funds, Fixed Income, Equities, Microsoft Word
Education
Boston University - School of Management 2008 — 2011
Bachelor of Science in Business Administration, Finance
Boston University College of Arts and Sciences 2007 — 2008
Watertown High School 2003 — 2007
High School Diploma
Denise Lin's State Street Experience October 2012 - March 2014
Job AntiMoney Laundering Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company March 2014 - Present
State Street October 2012 - March 2014
Oppenheimer & Co. July 2011 - August 2011
The Observatory Hotel March 2011 - April 2011
Oppenheimer & Co. June 2010 - August 2010
Skills
Microsoft Excel, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Management, Fund Accounting, Marketing, Community Outreach, Anti Money Laundering, KYC
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
International Fund Services (NA) LLC, A State Street Company March 2014 - Present
State Street October 2012 - March 2014
Oppenheimer & Co. July 2011 - August 2011
The Observatory Hotel March 2011 - April 2011
Oppenheimer & Co. June 2010 - August 2010
Skills
Microsoft Excel, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Management, Fund Accounting, Marketing, Community Outreach, Anti Money Laundering, KYC
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
John Yong John Yong's State Street Experience July 2003 - May 2005
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
Marcy Barker Marcy Barker's State Street Experience April 2012 - Present
Job Senior Vice President, State Street
Industry Financial Services
Experience
State Street April 2012 - Present
State Street May 2007 - April 2012
State Street May 2006 - April 2007
State Street March 2004 - April 2005
State Street April 1997 - April 2004
Skills
Alternative Investments, Financial Services, Mutual Funds, Global Custody, Equities, Strategy, Business Development, CRM, Banking, Investments, Asset Management, Relationship Management, Securities, Risk Management, Fund Administration, Start-ups, Hedge Funds, Back Office, Middle Office, Portfolio Management
Education
Boston University Graduate School of Management
MBA
Lesley University
Master's degree, Training and Development
Oberlin College
BA
State Street April 2012 - Present
State Street May 2007 - April 2012
State Street May 2006 - April 2007
State Street March 2004 - April 2005
State Street April 1997 - April 2004
Skills
Alternative Investments, Financial Services, Mutual Funds, Global Custody, Equities, Strategy, Business Development, CRM, Banking, Investments, Asset Management, Relationship Management, Securities, Risk Management, Fund Administration, Start-ups, Hedge Funds, Back Office, Middle Office, Portfolio Management
Education
Boston University Graduate School of Management
MBA
Lesley University
Master's degree, Training and Development
Oberlin College
BA
Marina Sigal, JD, IACCP Marina Sigal, JD, IACCP's State Street Experience June 2006 - March 2007
Job Director of Compliance, Asset Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
Marc Pasciucco's State Street Experience April 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street Bank October 2013 - Present
State Street Bank September 2012 - Present
Skills
Asset Management, Structured Finance, Securitization, Investments, Financial Modeling, Fixed Income, Excel, Credit, Structured Products
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
The London School of Economics and Political Science (LSE) 1999 — 2000
Diploma, Business Studies
Swarthmore College 1994 — 1998
Bachelor of Arts
State Street April 2015 - Present
State Street Bank October 2013 - Present
State Street Bank September 2012 - Present
Skills
Asset Management, Structured Finance, Securitization, Investments, Financial Modeling, Fixed Income, Excel, Credit, Structured Products
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
The London School of Economics and Political Science (LSE) 1999 — 2000
Diploma, Business Studies
Swarthmore College 1994 — 1998
Bachelor of Arts
Ashley Nagle Eknaian Ashley Nagle Eknaian's State Street Experience April 2015 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street June 2004 - Present
Financial Foundations, Inc. June 2000 - June 2004
Skills
Financial Services, Strategic Planning, Leadership
Education
Northeastern University
Master of Business Administration (MBA)
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
State Street April 2015 - Present
State Street June 2004 - Present
Financial Foundations, Inc. June 2000 - June 2004
Skills
Financial Services, Strategic Planning, Leadership
Education
Northeastern University
Master of Business Administration (MBA)
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Myriam Hernández's State Street Experience April 2006 - Present
Job Assistant VicePresident at State Street
Industry Financial Services
Experience
State Street April 2006 - Present
State Street 2003 - 2006
State Street 1996 - 2003
State Street 1990 - 1996
State Street 1988 - 1990
State Street 1986 - 1988
State Street 1985 - 1986
Skills
Risk Management, Credit Analysis, Auditing, Mutual Funds, Pension Funds, UCITS
Education
Boston University - School of Management 1975 — 1979
B.S., Business Administration-Marketing
Jose de Diego, Aguadilla, Puerto Rico
Universidad de Puerto Rico - Recinto Universitario de Mayaguez
State Street April 2006 - Present
State Street 2003 - 2006
State Street 1996 - 2003
State Street 1990 - 1996
State Street 1988 - 1990
State Street 1986 - 1988
State Street 1985 - 1986
Skills
Risk Management, Credit Analysis, Auditing, Mutual Funds, Pension Funds, UCITS
Education
Boston University - School of Management 1975 — 1979
B.S., Business Administration-Marketing
Jose de Diego, Aguadilla, Puerto Rico
Universidad de Puerto Rico - Recinto Universitario de Mayaguez
Ryan Kelly Ryan Kelly's State Street Experience January 2012 - April 2012
Job Growth Marketing Manager at Nanigans
Industry Internet
Experience
Nanigans August 2015 - Present
Bridj May 2014 - August 2015
Startup Institute March 2014 - May 2014
Various Clients March 2013 - February 2014
Bressler, Amery & Ross, P.C. May 2012 - August 2012
State Street January 2012 - April 2012
US Securities and Exchange Commission 2011 - 2011
U.S. District Court for the Middle District of Florida 2010 - 2010
Florida State University 2008 - 2009
Skills
Technical Marketing, Communication, Analytics, Growth Strategies, Brand Development, Content Strategy, Press Relations, Early-stage Startups, Project Management, Strategic Partnerships, Market Research, Contract Negotiation, Litigation
Education
Boston University School of Law 2009 — 2012
Doctor of Law (J.D.)
Florida State University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and International Affairs
Nanigans August 2015 - Present
Bridj May 2014 - August 2015
Startup Institute March 2014 - May 2014
Various Clients March 2013 - February 2014
Bressler, Amery & Ross, P.C. May 2012 - August 2012
State Street January 2012 - April 2012
US Securities and Exchange Commission 2011 - 2011
U.S. District Court for the Middle District of Florida 2010 - 2010
Florida State University 2008 - 2009
Skills
Technical Marketing, Communication, Analytics, Growth Strategies, Brand Development, Content Strategy, Press Relations, Early-stage Startups, Project Management, Strategic Partnerships, Market Research, Contract Negotiation, Litigation
Education
Boston University School of Law 2009 — 2012
Doctor of Law (J.D.)
Florida State University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and International Affairs
James Byrnes James Byrnes's State Street Experience July 2008 - May 2013
Job Tax Counsel at Taxware
Industry Law Practice
Experience
Taxware September 2014 - Present
Taxware May 2013 - September 2014
State Street July 2008 - May 2013
Skills
Mutual Funds, VAT, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Sales & Use Tax..., Multi-State Sales Tax
Education
Boston University School of Law 2005 — 2008
JD
The Johns Hopkins University 2001 — 2005
B.S., Economics and Political Science
Taxware September 2014 - Present
Taxware May 2013 - September 2014
State Street July 2008 - May 2013
Skills
Mutual Funds, VAT, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Sales & Use Tax..., Multi-State Sales Tax
Education
Boston University School of Law 2005 — 2008
JD
The Johns Hopkins University 2001 — 2005
B.S., Economics and Political Science
Jason M. Lipp, CFA, CAIA's State Street Experience 2007 - 2009
Job Vice President | Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Leide Cabral Leide Cabral's State Street Experience May 2006 - August 2006
Job Development Associate at Massachusetts Institute of Technology (MIT)
Industry Fund-Raising
Experience
Massachusetts Institute of Technology (MIT) August 2013 - Present
Discover Roxbury January 2013 - May 2013
The Young People's Project, Inc June 2011 - November 2012
The Young People's Project, Inc May 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Corby Capital Markets May 2007 - January 2008
State Street May 2006 - August 2006
Skills
Leadership, Research, Non-profits, Writing, Curriculum Development, Public Speaking, Youth Development, Workshop Facilitation, Budgeting, Fundraising, Networking, Alumni Relations, Event Planning, Nonprofits, Program Development, Volunteer Management, Grants, Program Evaluation, Community Organizing
Education
Northeastern University 2014 — 2016
Master's Degree, Non-Profit Management
The Partnership Inc. 2015 — 2015
Associates Program
Boston University - School of Management 2012 — 2013
Certificate in Non-Profit Management & Leadership
Hamilton College 2006 — 2011
BA, Mathematics
Boston Latin School 2002 — 2006
HS Diploma
Massachusetts Institute of Technology (MIT) August 2013 - Present
Discover Roxbury January 2013 - May 2013
The Young People's Project, Inc June 2011 - November 2012
The Young People's Project, Inc May 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Corby Capital Markets May 2007 - January 2008
State Street May 2006 - August 2006
Skills
Leadership, Research, Non-profits, Writing, Curriculum Development, Public Speaking, Youth Development, Workshop Facilitation, Budgeting, Fundraising, Networking, Alumni Relations, Event Planning, Nonprofits, Program Development, Volunteer Management, Grants, Program Evaluation, Community Organizing
Education
Northeastern University 2014 — 2016
Master's Degree, Non-Profit Management
The Partnership Inc. 2015 — 2015
Associates Program
Boston University - School of Management 2012 — 2013
Certificate in Non-Profit Management & Leadership
Hamilton College 2006 — 2011
BA, Mathematics
Boston Latin School 2002 — 2006
HS Diploma
Kristin Aleksandrowicz's State Street Experience August 2012 - Present
Job Senior Portfolio Administrator at SSgA
Industry Capital Markets
Experience
State Street August 2012 - Present
US Bank December 2011 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Social Media, Microsoft Office, Event Planning, Finance, Equities, Bloomberg Terminal, Research, Investments, Microsoft Excel, Private Equity, Asset Management, Portfolio Management, PowerPoint
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance, International Management
State Street August 2012 - Present
US Bank December 2011 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Social Media, Microsoft Office, Event Planning, Finance, Equities, Bloomberg Terminal, Research, Investments, Microsoft Excel, Private Equity, Asset Management, Portfolio Management, PowerPoint
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance, International Management
Tom Coleman's State Street Experience 2006 - 2011
Job VP, Compensation and Benefits at American Tower
Industry Human Resources
Experience
American Tower February 2012 - Present
State Street 2006 - 2011
Merck Serono 2001 - 2005
Hewlett-Packard 1999 - 2001
Digital Equipment Corp 1995 - 1999
Skills
Compensation Strategy, Change Management, Compensation Plan..., Benefits Strategy, Compensation planning...
Education
Boston University Graduate School of Management 1978 — 1982
MBA
Harvard University 1969 — 1973
BA, Social Psychology
American Tower February 2012 - Present
State Street 2006 - 2011
Merck Serono 2001 - 2005
Hewlett-Packard 1999 - 2001
Digital Equipment Corp 1995 - 1999
Skills
Compensation Strategy, Change Management, Compensation Plan..., Benefits Strategy, Compensation planning...
Education
Boston University Graduate School of Management 1978 — 1982
MBA
Harvard University 1969 — 1973
BA, Social Psychology
Hector Dimaunahan's State Street Experience October 2014 - Present
Job AIS Financial Reporting Manager at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street July 2013 - October 2014
State Street July 2012 - July 2013
Bank of America January 2011 - July 2012
SG Private Wealth Advisors, LLC December 2010 - January 2011
Boston University Questrom School of Business October 2007 - May 2010
Starbucks Coffee Company February 2007 - May 2010
MIC Toi Rerehiko March 2009 - May 2009
Skills
Auditing, Access, Microsoft Excel, IBM iSeries, Excel, AS400, PowerPoint, Word, Photoshop, Illustrator, Compliance, Financial Analysis, Financial Reporting, Private Equity, Teamwork, Customer Service, Microsoft Word
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor's Degree, Business Administration (Concentration in Finance & Law)
State Street October 2014 - Present
State Street July 2013 - October 2014
State Street July 2012 - July 2013
Bank of America January 2011 - July 2012
SG Private Wealth Advisors, LLC December 2010 - January 2011
Boston University Questrom School of Business October 2007 - May 2010
Starbucks Coffee Company February 2007 - May 2010
MIC Toi Rerehiko March 2009 - May 2009
Skills
Auditing, Access, Microsoft Excel, IBM iSeries, Excel, AS400, PowerPoint, Word, Photoshop, Illustrator, Compliance, Financial Analysis, Financial Reporting, Private Equity, Teamwork, Customer Service, Microsoft Word
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor's Degree, Business Administration (Concentration in Finance & Law)
Edward Voccola, LLM Edward Voccola, LLM's State Street Experience March 1994 - April 2000
Job CEO, Direct Lender and Loan Specialty Advisor At Edward Voccola & Co. LLC
Industry Financial Services
Experience
Edward Voccola & Co., LLC May 2000 - Present
State Street March 1994 - April 2000
PwC January 1984 - March 1994
Skills
Commercial Real Estate, Loans, Investment Properties, Residential Homes, Real Estate Financing, Mortgage Lending, Mergers & Acquisitions, Loan Origination, Strategic Planning, Wealth Management, Commercial Lending, Condos, Real Estate Development, Refinance, Banking, Investments, Investors, Property, Asset Management, Brokerage, Acquisitions, Multi-family Investment..., REO, Due Diligence, Bridge Financing, Valuation, Sellers, Small Business, Mortgage Banking, Leases, Apartments, Short Sales, Business Intelligence, FHA, Funding, Referrals, Real Property, Real Estate, Real Estate Transactions, Legal, Construction Real..., Rehabs, Fast money, Hard Money Lending, Hard Money Loans, Commercial FHA Loans, Condo Conversion, Correspondent Lender, Finance, Commercial Mortgages
Education
Boston University School of Law 1984 — 1990
Master of Laws (LLM), Taxation
Suffolk Law School 1980 — 1984
Doctor of Law (JD), Law
Temple University - Fox School of Business and Management 1976 — 1978
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park 1972 — 1975
Bachelor of Science (BS), Business/Managerial Economics
Edward Voccola & Co., LLC May 2000 - Present
State Street March 1994 - April 2000
PwC January 1984 - March 1994
Skills
Commercial Real Estate, Loans, Investment Properties, Residential Homes, Real Estate Financing, Mortgage Lending, Mergers & Acquisitions, Loan Origination, Strategic Planning, Wealth Management, Commercial Lending, Condos, Real Estate Development, Refinance, Banking, Investments, Investors, Property, Asset Management, Brokerage, Acquisitions, Multi-family Investment..., REO, Due Diligence, Bridge Financing, Valuation, Sellers, Small Business, Mortgage Banking, Leases, Apartments, Short Sales, Business Intelligence, FHA, Funding, Referrals, Real Property, Real Estate, Real Estate Transactions, Legal, Construction Real..., Rehabs, Fast money, Hard Money Lending, Hard Money Loans, Commercial FHA Loans, Condo Conversion, Correspondent Lender, Finance, Commercial Mortgages
Education
Boston University School of Law 1984 — 1990
Master of Laws (LLM), Taxation
Suffolk Law School 1980 — 1984
Doctor of Law (JD), Law
Temple University - Fox School of Business and Management 1976 — 1978
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park 1972 — 1975
Bachelor of Science (BS), Business/Managerial Economics
Kelley (Gallagher) Rullo's State Street Experience January 2008 - June 2010
Job Vice President, BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
State Street Bank June 2010 - March 2014
State Street January 2008 - June 2010
State Street June 2005 - December 2007
Skills
Relationship Management, Series 7, Investments, Sales, Fixed Income, Business Development, Alternative Investments, Financial Services, Transition Management, Bloomberg, Series 63, Mutual Funds, Securities, Equities, Asset Management, Portfolio Management, Hedge Funds, Series 3
Education
Boston University Questrom School of Business
Finance/Economics
BNY Mellon March 2014 - Present
State Street Bank June 2010 - March 2014
State Street January 2008 - June 2010
State Street June 2005 - December 2007
Skills
Relationship Management, Series 7, Investments, Sales, Fixed Income, Business Development, Alternative Investments, Financial Services, Transition Management, Bloomberg, Series 63, Mutual Funds, Securities, Equities, Asset Management, Portfolio Management, Hedge Funds, Series 3
Education
Boston University Questrom School of Business
Finance/Economics
Nina DiNunzio's State Street Experience October 2014 - Present
Job Senior Associate WMS Client Inquiry Specialist
Industry Financial Services
Experience
State Street October 2014 - Present
State Street September 2013 - October 2014
State Street September 2012 - August 2013
State Street January 2012 - August 2012
Office of the Senate President Therese Murray July 2011 - September 2011
Holy Cross ITS Department September 2009 - May 2011
Umass Boston June 2010 - July 2010
Skills
Spanish, Microsoft Excel, Microsoft Word, Outlook
Education
Boston University - School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
College of the Holy Cross 2008 — 2011
Bachelor of Arts, Economics
Saint Michael's College 2007 — 2008
State Street October 2014 - Present
State Street September 2013 - October 2014
State Street September 2012 - August 2013
State Street January 2012 - August 2012
Office of the Senate President Therese Murray July 2011 - September 2011
Holy Cross ITS Department September 2009 - May 2011
Umass Boston June 2010 - July 2010
Skills
Spanish, Microsoft Excel, Microsoft Word, Outlook
Education
Boston University - School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
College of the Holy Cross 2008 — 2011
Bachelor of Arts, Economics
Saint Michael's College 2007 — 2008
Shivansh Gulwadi's State Street Experience August 2010 - March 2011
Job Business Intelligence Analyst at Machine Zone, Inc.
Industry Computer Games
Experience
Machine Zone, Inc. June 2015 - Present
DeNA November 2013 - June 2015
Moody's Analytics October 2012 - November 2013
Edgartown National Bank August 2011 - October 2012
State Street August 2010 - March 2011
Skills
Statistics, Mathematica, Asset Management, Analysis, Monte Carlo Simulation, Probability, Optimization, Optimizations, Finance, Market Research, Microsoft Excel, Stata
Education
Boston University Questrom School of Business 2009 — 2010
M.S, Mathematical Finance
University of Mumbai 2005 — 2009
B.E, CHEMICAL ENGINEERING
Machine Zone, Inc. June 2015 - Present
DeNA November 2013 - June 2015
Moody's Analytics October 2012 - November 2013
Edgartown National Bank August 2011 - October 2012
State Street August 2010 - March 2011
Skills
Statistics, Mathematica, Asset Management, Analysis, Monte Carlo Simulation, Probability, Optimization, Optimizations, Finance, Market Research, Microsoft Excel, Stata
Education
Boston University Questrom School of Business 2009 — 2010
M.S, Mathematical Finance
University of Mumbai 2005 — 2009
B.E, CHEMICAL ENGINEERING
Barbara (Ellis) Keefe Barbara (Ellis) Keefe's State Street Experience March 2001 - Present
Job Inhouse corporate and bank regulatory attorney
Industry Financial Services
Experience
State Street March 2001 - Present
Goodwin Procter LLP July 1997 - March 2001
Reed Smith LLP December 1995 - July 1997
UST Corp. August 1994 - November 1995
Winthrop Stimson Putnam & Roberts 1988 - 1991
Education
Boston University School of Law 1991 — 1994
JD
University of Virginia 1983 — 1987
BA, History
State Street March 2001 - Present
Goodwin Procter LLP July 1997 - March 2001
Reed Smith LLP December 1995 - July 1997
UST Corp. August 1994 - November 1995
Winthrop Stimson Putnam & Roberts 1988 - 1991
Education
Boston University School of Law 1991 — 1994
JD
University of Virginia 1983 — 1987
BA, History
Chelinde Edouard's State Street Experience June 2014 - Present
Job Project Specialist
Industry Information Technology and Services
Experience
State Street June 2014 - Present
State Street June 2013 - May 2014
NetCapital LLC. July 2013 - February 2014
The Albert Schweitzer Fellowship September 2012 - June 2013
Vector Marketing October 2012 - January 2013
Museum of African American History June 2011 - August 2012
Skills
Data Analysis, Customer Service, Microsoft Excel, Access, Team Leadership, PowerPoint, Java, Microsoft Office, SharePoint, Microsoft Word, Social Networking, Social Media, Databases, Wireframes, IT Strategy, Analytics, Demand Management, Project Management, Analysis, InfoPath, MS Project, Visio, Sales, Time Management
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems
State Street June 2014 - Present
State Street June 2013 - May 2014
NetCapital LLC. July 2013 - February 2014
The Albert Schweitzer Fellowship September 2012 - June 2013
Vector Marketing October 2012 - January 2013
Museum of African American History June 2011 - August 2012
Skills
Data Analysis, Customer Service, Microsoft Excel, Access, Team Leadership, PowerPoint, Java, Microsoft Office, SharePoint, Microsoft Word, Social Networking, Social Media, Databases, Wireframes, IT Strategy, Analytics, Demand Management, Project Management, Analysis, InfoPath, MS Project, Visio, Sales, Time Management
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems
Chloe Kwon's State Street Experience June 2015 - Present
Job Summer Associate, Investment Manager Services Legal Team at State Street
Industry Law Practice
Experience
Boston University School of Law, Professor William W. Park June 2015 - Present
State Street June 2015 - Present
KT&G (Korea Tobacco & Ginseng Corporation) Welfare Foundation 2013 - 2014
Harvard Prep June 2009 - July 2013
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
New York City Council February 2010 - May 2010
Sixty USA, Inc. (Miss Sixty, Energie, Killah) February 2009 - May 2009
Alex & Johnny Academy November 2006 - May 2007
Education
Boston University School of Law 2014 — 2017
Juris Doctor (J.D.)
New York University 2007 — 2011
Bachelor of Arts (B.A.), Cum Laude
Boston University School of Law, Professor William W. Park June 2015 - Present
State Street June 2015 - Present
KT&G (Korea Tobacco & Ginseng Corporation) Welfare Foundation 2013 - 2014
Harvard Prep June 2009 - July 2013
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
KB Kookmin Card Co., Ltd., KB Financial Group Inc. June 2011 - October 2012
New York City Council February 2010 - May 2010
Sixty USA, Inc. (Miss Sixty, Energie, Killah) February 2009 - May 2009
Alex & Johnny Academy November 2006 - May 2007
Education
Boston University School of Law 2014 — 2017
Juris Doctor (J.D.)
New York University 2007 — 2011
Bachelor of Arts (B.A.), Cum Laude
Tina Petruzziello Tina Petruzziello's State Street Experience July 2007 - October 2007
Job Founder & Compliance Principal, Boston Compliance Associates; Conference Director, Compliance & Legal, CMC
Industry Financial Services
Experience
Boston Compliance Associates April 2009 - Present
Capital Markets Consortium January 2012 - Present
Broker Dealer, Investment Adviser Compliance Officers LinkedIn Group April 2009 - Present
ADS Financial Services Solutions July 2010 - January 2011
Commonwealth of Massachusetts January 2008 - February 2009
State Street July 2007 - October 2007
Bank of America May 2005 - February 2007
Protiviti March 2004 - May 2005
Deloitte & Touche June 2003 - March 2004
Fidelity Investments August 1996 - November 2000
Skills
Legal & Compliance..., Consulting Broker/Dealer, Investment Adviser, Hedge Funds, FINRA, Securities, Management Consulting, New Business Development, Sales Management, Training & Development, Compliance, Retail Brokerage, Capital Markets, Investment Management, Mutual Funds, Six Sigma, NASDAQ, Dodd Frank, Employee Training, Compliance Testing, Dodd-Frank, Financial Policies &..., LinkedIn, Event Management, Investment Advisory, Finance, Portfolio Management, Investment Advisory..., Broker-Dealer Compliance
Education
Boston University Questrom School of Business 1996 — 2000
Masters in Business Administration, International Business/Marketing
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration, Finance
Pope John XXIII Central High School 1985 — 1989
Diploma, College Prep Program
Boston Compliance Associates April 2009 - Present
Capital Markets Consortium January 2012 - Present
Broker Dealer, Investment Adviser Compliance Officers LinkedIn Group April 2009 - Present
ADS Financial Services Solutions July 2010 - January 2011
Commonwealth of Massachusetts January 2008 - February 2009
State Street July 2007 - October 2007
Bank of America May 2005 - February 2007
Protiviti March 2004 - May 2005
Deloitte & Touche June 2003 - March 2004
Fidelity Investments August 1996 - November 2000
Skills
Legal & Compliance..., Consulting Broker/Dealer, Investment Adviser, Hedge Funds, FINRA, Securities, Management Consulting, New Business Development, Sales Management, Training & Development, Compliance, Retail Brokerage, Capital Markets, Investment Management, Mutual Funds, Six Sigma, NASDAQ, Dodd Frank, Employee Training, Compliance Testing, Dodd-Frank, Financial Policies &..., LinkedIn, Event Management, Investment Advisory, Finance, Portfolio Management, Investment Advisory..., Broker-Dealer Compliance
Education
Boston University Questrom School of Business 1996 — 2000
Masters in Business Administration, International Business/Marketing
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration, Finance
Pope John XXIII Central High School 1985 — 1989
Diploma, College Prep Program
Casey Hurley Casey Hurley's State Street Experience April 2015 - Present
Job Assistant Vice President at State Street
Industry Banking
Experience
State Street April 2015 - Present
State Street July 2012 - April 2015
Boston University Questrom School of Business August 2010 - May 2012
Overseas Private Investment Corporation June 2011 - August 2011
Accion International, a global microfinance organization 2007 - 2010
Northrop Grumman November 2005 - November 2006
BearingPoint, Inc. March 2004 - November 2005
Skills
Business Strategy, Strategic Communications, Budget Process, Financial Analysis, Financial Risk, Credit Risk, Project Finance, Structured Finance, Capital Markets, Project Coordination, Business Development, Anti Money Laundering, Financial Regulation
Education
Boston University - School of Management 2010 — 2012
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Political Science
State Street April 2015 - Present
State Street July 2012 - April 2015
Boston University Questrom School of Business August 2010 - May 2012
Overseas Private Investment Corporation June 2011 - August 2011
Accion International, a global microfinance organization 2007 - 2010
Northrop Grumman November 2005 - November 2006
BearingPoint, Inc. March 2004 - November 2005
Skills
Business Strategy, Strategic Communications, Budget Process, Financial Analysis, Financial Risk, Credit Risk, Project Finance, Structured Finance, Capital Markets, Project Coordination, Business Development, Anti Money Laundering, Financial Regulation
Education
Boston University - School of Management 2010 — 2012
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Political Science
Shawn Amand's State Street Experience May 2008 - September 2009
Job Assistant Project Manager at JK Glass
Industry Construction
Experience
JK Glass June 2013 - Present
Aerotek May 2011 - January 2013
Aerotek September 2009 - May 2011
State Street May 2008 - September 2009
Suffolk Construction 2005 - 2007
Skills
Construction Management, Business Development, Construction, Contract Negotiation, New Business Development, Process Scheduler, Customer Service, Microsoft Office, Contract Management, Account Management, Project Management, Microsoft Excel, Employee Relations, Management, Negotiation, Outlook, Operations Management, Budgets
Education
Boston University - School of Management 2004 — 2008
Business Administration, Finance and Entrepreneurship, Finance GPA: 3.4
Boston College High School 2000 — 2004
HS Degree
JK Glass June 2013 - Present
Aerotek May 2011 - January 2013
Aerotek September 2009 - May 2011
State Street May 2008 - September 2009
Suffolk Construction 2005 - 2007
Skills
Construction Management, Business Development, Construction, Contract Negotiation, New Business Development, Process Scheduler, Customer Service, Microsoft Office, Contract Management, Account Management, Project Management, Microsoft Excel, Employee Relations, Management, Negotiation, Outlook, Operations Management, Budgets
Education
Boston University - School of Management 2004 — 2008
Business Administration, Finance and Entrepreneurship, Finance GPA: 3.4
Boston College High School 2000 — 2004
HS Degree
Kevin Novak Kevin Novak's State Street Experience August 2008 - April 2010
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC, LLC March 2015 - Present
NEPC, LLC September 2011 - February 2015
Standish Mellon Asset Management May 2010 - August 2011
State Street August 2008 - April 2010
State Street November 2007 - July 2008
Major League Soccer & USL 1 February 2005 - October 2007
Education
Boston University - School of Management 2008 — 2011
MBA, Finance and Strategy & Business Analysis
Loyola Marymount University 2000 — 2004
Business Administration, Finance & Marketing
Mater Dei High School 1996 — 2000
NEPC, LLC March 2015 - Present
NEPC, LLC September 2011 - February 2015
Standish Mellon Asset Management May 2010 - August 2011
State Street August 2008 - April 2010
State Street November 2007 - July 2008
Major League Soccer & USL 1 February 2005 - October 2007
Education
Boston University - School of Management 2008 — 2011
MBA, Finance and Strategy & Business Analysis
Loyola Marymount University 2000 — 2004
Business Administration, Finance & Marketing
Mater Dei High School 1996 — 2000
Tess Wilson, MBA, CHFP Tess Wilson, MBA, CHFP's State Street Experience June 2007 - August 2007
Job Senior Consultant at ECG Management Consultants, Inc.
Industry Hospital & Health Care
Experience
Johnson & Johnson March 2015 - Present
ECG Management Consultants, Inc. September 2013 - July 2014
Massachusetts Eye and Ear Infirmary April 2012 - August 2013
Massachusetts Eye and Ear Infirmary July 2008 - March 2012
State Street June 2007 - August 2007
Martin Kueny Insurance Solutions June 2006 - August 2006
Skills
Healthcare Reimbursement, Access, Healthcare, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Business Developement, Data Analysis, Strategy, Management, Power Point, Budgets, Process Improvement, Strategic Planning, Finance, Hospitals, Accounting, Business Development, Policy, General Ledger, Accounts Receivable, Account Reconciliation, Time Management, Financial Modeling, Invoicing, Strategic Financial..., Variance Analysis, Financial Reporting, Insurance, Forecasting, Auditing, Business Analysis, Business Process..., Essbase, Risk Management, Medicare, Analytics, Corporate Finance, PowerPoint, Revenue Cycle, Leadership, PeopleSoft, Valuation
Education
Boston University - School of Management 2010 — 2013
MBA, Health Care Finance
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor, Finance
Johnson & Johnson March 2015 - Present
ECG Management Consultants, Inc. September 2013 - July 2014
Massachusetts Eye and Ear Infirmary April 2012 - August 2013
Massachusetts Eye and Ear Infirmary July 2008 - March 2012
State Street June 2007 - August 2007
Martin Kueny Insurance Solutions June 2006 - August 2006
Skills
Healthcare Reimbursement, Access, Healthcare, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Business Developement, Data Analysis, Strategy, Management, Power Point, Budgets, Process Improvement, Strategic Planning, Finance, Hospitals, Accounting, Business Development, Policy, General Ledger, Accounts Receivable, Account Reconciliation, Time Management, Financial Modeling, Invoicing, Strategic Financial..., Variance Analysis, Financial Reporting, Insurance, Forecasting, Auditing, Business Analysis, Business Process..., Essbase, Risk Management, Medicare, Analytics, Corporate Finance, PowerPoint, Revenue Cycle, Leadership, PeopleSoft, Valuation
Education
Boston University - School of Management 2010 — 2013
MBA, Health Care Finance
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor, Finance
Jeffrey Sousa Jeffrey Sousa's State Street Experience July 2008 - December 2012
Job Manager, Complex Securities at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management December 2014 - Present
PanAgora Asset Management December 2012 - Present
State Street July 2008 - December 2012
Western Asset Management May 2006 - June 2008
Western Asset Management August 2005 - May 2006
Skills
Equities, Derivatives, Swaps, Fixed Income, Securities, Bloomberg, OTC Derivatives, Microsoft Excel, Financial Analysis, Financial Markets, Economics, Excel Modeling, Financial Modeling, Dodd-Frank, Interest Rate Swaps, Equity Swaps, Total Return Swaps, Options
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Academic Honors
Hobart and William Smith Colleges 2001 — 2005
Bachelor of Arts, Economics
Belmont Hill School 1998 — 2001
PanAgora Asset Management December 2014 - Present
PanAgora Asset Management December 2012 - Present
State Street July 2008 - December 2012
Western Asset Management May 2006 - June 2008
Western Asset Management August 2005 - May 2006
Skills
Equities, Derivatives, Swaps, Fixed Income, Securities, Bloomberg, OTC Derivatives, Microsoft Excel, Financial Analysis, Financial Markets, Economics, Excel Modeling, Financial Modeling, Dodd-Frank, Interest Rate Swaps, Equity Swaps, Total Return Swaps, Options
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Academic Honors
Hobart and William Smith Colleges 2001 — 2005
Bachelor of Arts, Economics
Belmont Hill School 1998 — 2001
Justin Hylwa's State Street Experience September 2006 - March 2007
Job Trading Assistant, Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management September 2011 - Present
Shenkman Capital Management December 2009 - September 2011
Shenkman Capital Management July 2007 - December 2009
State Street September 2006 - March 2007
BNY Mellon June 2006 - August 2006
Skills
Bloomberg, Problem Solving, Data Analysis, Fixed Income, Communication, Business Analysis, Mutual Funds, Finance, Microsoft Office, Portia, Cash Management, Project Coordination, Data Management, Data Manipulation, Time Management, Multi Tasking, Basketball Coaching, Youth Work
Education
Boston University - School of Management 2003 — 2007
BA in Business Administration, Finance and Marketing
Weston High School 1999 — 2003
High School
Shenkman Capital Management September 2011 - Present
Shenkman Capital Management December 2009 - September 2011
Shenkman Capital Management July 2007 - December 2009
State Street September 2006 - March 2007
BNY Mellon June 2006 - August 2006
Skills
Bloomberg, Problem Solving, Data Analysis, Fixed Income, Communication, Business Analysis, Mutual Funds, Finance, Microsoft Office, Portia, Cash Management, Project Coordination, Data Management, Data Manipulation, Time Management, Multi Tasking, Basketball Coaching, Youth Work
Education
Boston University - School of Management 2003 — 2007
BA in Business Administration, Finance and Marketing
Weston High School 1999 — 2003
High School
Coleman D. Barry Coleman D. Barry's State Street Experience May 2012 - April 2014
Job Senior Legal Counsel at The Boston Consulting Group
Industry Legal Services
Experience
The Boston Consulting Group April 2014 - Present
State Street May 2012 - April 2014
Ropes & Gray LLP 2008 - May 2012
Skills
Private Equity, Joint Ventures, Acquisitions, Corporate Governance, Litigation, Mergers & Acquisitions
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Law
Ursinus College 1997 — 2001
B.A., Finance/Accounting
The Boston Consulting Group April 2014 - Present
State Street May 2012 - April 2014
Ropes & Gray LLP 2008 - May 2012
Skills
Private Equity, Joint Ventures, Acquisitions, Corporate Governance, Litigation, Mergers & Acquisitions
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Law
Ursinus College 1997 — 2001
B.A., Finance/Accounting
Irina Kozorez Irina Kozorez's State Street Experience September 2004 - June 2006
Job
Industry Financial Services
Experience
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Frank Borawski, Jr, CFA Frank Borawski, Jr, CFA's State Street Experience November 2010 - April 2012
Job Assistant Director of Finance at Brookline Bancorp
Industry Financial Services
Experience
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Tingyan Zheng's State Street Experience September 2012 - May 2013
Job Analyst II, Enterprise Data Analytic Group at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade January 2014 - June 2014
TD Ameritrade June 2013 - January 2014
State Street September 2012 - May 2013
State Street June 2012 - August 2012
Skills
SQL, Business Objects, Tableau, Hadoop, CA Clarity, Crystal Reports, Python, Computer: Microsoft..., Language: Chinese..., Financial Analysis, Bloomberg
Education
Boston University - School of Management 2011 — 2013
Accounting and Finance, 3.72
TD Ameritrade July 2014 - Present
TD Ameritrade January 2014 - June 2014
TD Ameritrade June 2013 - January 2014
State Street September 2012 - May 2013
State Street June 2012 - August 2012
Skills
SQL, Business Objects, Tableau, Hadoop, CA Clarity, Crystal Reports, Python, Computer: Microsoft..., Language: Chinese..., Financial Analysis, Bloomberg
Education
Boston University - School of Management 2011 — 2013
Accounting and Finance, 3.72
Jon Rotolo's State Street Experience January 1998 - June 2002
Job CoFounder, President and Portfolio Manager at Wood Creek Capital Management, LLC
Industry Investment Management
Experience
Wood Creek Capital Management 2005 - Present
Wireless Infrastructure Group December 2012 - Present
Techquity Capital Management August 2008 - Present
Anthem Music and Media Group August 2006 - Present
Concord Music Group April 2013 - Present
Varese Sarabande December 2012 - Present
Norfolk Markets January 2004 - Present
TriStar Investors September 2009 - December 2014
UBS Investment Bank June 2003 - August 2003
State Street January 1998 - June 2002
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Boston University Questrom School of Business 1999 — 2001
MS, Investment Management
Hamilton College 1993 — 1997
BA, Neuroscience
Winchester High School 1989 — 1993
High School
Wood Creek Capital Management 2005 - Present
Wireless Infrastructure Group December 2012 - Present
Techquity Capital Management August 2008 - Present
Anthem Music and Media Group August 2006 - Present
Concord Music Group April 2013 - Present
Varese Sarabande December 2012 - Present
Norfolk Markets January 2004 - Present
TriStar Investors September 2009 - December 2014
UBS Investment Bank June 2003 - August 2003
State Street January 1998 - June 2002
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Boston University Questrom School of Business 1999 — 2001
MS, Investment Management
Hamilton College 1993 — 1997
BA, Neuroscience
Winchester High School 1989 — 1993
High School
Dolie Chacko Sarbanis's State Street Experience March 2014 - Present
Job Regulatory, Industry and Government Affairs Policy Analyst
Industry Banking
Experience
State Street March 2014 - Present
State Street July 2012 - February 2014
Gediman & Gediman, P.C. & Law Offices of Terrence W. Kennedy January 2012 - July 2012
United States Department of Labor June 2010 - May 2011
United States Attorney's Office District of Massachusetts August 2010 - December 2010
New England School of Law May 2009 - August 2009
Grant Thornton October 2007 - July 2008
Deloitte and Touche, LLP September 2005 - June 2007
Skills
Compliance, Civil Litigation, Legal Research, Auditing, Legal Writing, Employee Benefits
Education
New England School of Law 2008 — 2011
J.D.
Boston University - School of Management 2001 — 2005
B.S. in Business Administration
State Street March 2014 - Present
State Street July 2012 - February 2014
Gediman & Gediman, P.C. & Law Offices of Terrence W. Kennedy January 2012 - July 2012
United States Department of Labor June 2010 - May 2011
United States Attorney's Office District of Massachusetts August 2010 - December 2010
New England School of Law May 2009 - August 2009
Grant Thornton October 2007 - July 2008
Deloitte and Touche, LLP September 2005 - June 2007
Skills
Compliance, Civil Litigation, Legal Research, Auditing, Legal Writing, Employee Benefits
Education
New England School of Law 2008 — 2011
J.D.
Boston University - School of Management 2001 — 2005
B.S. in Business Administration
Shawn Hsueh's State Street Experience January 2008 - August 2008
Job Manager at Bank of Communications
Industry Banking
Experience
Bank of Communications March 2012 - Present
State Street January 2008 - August 2008
Boston University School of Management May 2006 - January 2008
YUEN FOONG YU HOLDING GROUP December 2004 - February 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Derivatives, Valuation, Fixed Income, Corporate Finance, Equities, Financial Reporting, Hedge Funds, FX Options, Risk Management
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance/ International Business Management
Boston University Questrom School of Business 2000 — 2004
Bank of Communications March 2012 - Present
State Street January 2008 - August 2008
Boston University School of Management May 2006 - January 2008
YUEN FOONG YU HOLDING GROUP December 2004 - February 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Derivatives, Valuation, Fixed Income, Corporate Finance, Equities, Financial Reporting, Hedge Funds, FX Options, Risk Management
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance/ International Business Management
Boston University Questrom School of Business 2000 — 2004
Emily Wilson, CFA, CIPM's State Street Experience September 2005 - August 2006
Job Fixed Income Business Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2012 - Present
Wellington Management June 2008 - October 2012
Income Research & Management September 2007 - May 2008
Income Research & Management August 2006 - September 2007
State Street September 2005 - August 2006
Skills
Fixed Income, Marketing, GIPS Compliance, Asset Managment, Investments, Mutual Funds, Bonds, Investment Management, Asset Management, Investment Strategies, Financial Services
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Bowdoin College 2000 — 2004
BA, Bioethics, Gender & Women's Studies
Wellington Management October 2012 - Present
Wellington Management June 2008 - October 2012
Income Research & Management September 2007 - May 2008
Income Research & Management August 2006 - September 2007
State Street September 2005 - August 2006
Skills
Fixed Income, Marketing, GIPS Compliance, Asset Managment, Investments, Mutual Funds, Bonds, Investment Management, Asset Management, Investment Strategies, Financial Services
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Bowdoin College 2000 — 2004
BA, Bioethics, Gender & Women's Studies
Danny Fan, CFA's State Street Experience June 2006 - March 2008
Job Analyst
Industry Investment Management
Experience
Bassini + Co March 2008 - Present
State Street June 2006 - March 2008
Dryden Wealth Management July 2005 - August 2005
Skills
Financial Modeling, Portfolio Management, Risk Management, Emerging Markets, Fixed Income
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Dual Concentration in Finance and Marketing
Bassini + Co March 2008 - Present
State Street June 2006 - March 2008
Dryden Wealth Management July 2005 - August 2005
Skills
Financial Modeling, Portfolio Management, Risk Management, Emerging Markets, Fixed Income
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science in Business Administration, Dual Concentration in Finance and Marketing
Howard Winokur, CFA's State Street Experience July 2010 - Present
Job Currency Management at State Street Global Markets
Industry Financial Services
Experience
State Street July 2010 - Present
State Street Global Advisors October 2007 - November 2010
State Street July 2003 - October 2007
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance Concentration
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance / Accounting
State Street July 2010 - Present
State Street Global Advisors October 2007 - November 2010
State Street July 2003 - October 2007
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance Concentration
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance / Accounting
Dan Ovadia's State Street Experience June 2003 - February 2004
Job Assistant Vice President Senior Underwriting Manager at Zurich North America
Industry Insurance
Experience
Zurich North America July 2014 - Present
AIG November 2010 - May 2014
AIG December 2009 - November 2010
AIG February 2007 - December 2009
AIG February 2005 - February 2007
AIG February 2004 - February 2005
State Street June 2003 - February 2004
Skills
Underwriting, Casualty, General Insurance, Risk Management
Education
Boston University - School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Zurich North America July 2014 - Present
AIG November 2010 - May 2014
AIG December 2009 - November 2010
AIG February 2007 - December 2009
AIG February 2005 - February 2007
AIG February 2004 - February 2005
State Street June 2003 - February 2004
Skills
Underwriting, Casualty, General Insurance, Risk Management
Education
Boston University - School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Brian Rossi's State Street Experience January 2010 - December 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Moody's December 2010 - April 2014
State Street January 2010 - December 2010
Ardour Capital Investments June 2008 - June 2009
The Bank of New York August 2005 - August 2007
Skills
Renewable Energy, Financial Analysis, Project Finance, Project Management, Business Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income, Finance, Strategy, Financial Modeling, Equities, Investment Banking, Portfolio Management, Capital Markets, Equity Research, Investments, Derivatives, Securities, Emerging Markets, Bloomberg Terminal, Hedge Funds, Bonds, Economics, Financial Accounting, Financial Reporting
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Drew University 2001 — 2005
BA, Economics, Political Science
Ridgewood High School 1997 — 2001
Morgan Stanley April 2014 - Present
Moody's December 2010 - April 2014
State Street January 2010 - December 2010
Ardour Capital Investments June 2008 - June 2009
The Bank of New York August 2005 - August 2007
Skills
Renewable Energy, Financial Analysis, Project Finance, Project Management, Business Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income, Finance, Strategy, Financial Modeling, Equities, Investment Banking, Portfolio Management, Capital Markets, Equity Research, Investments, Derivatives, Securities, Emerging Markets, Bloomberg Terminal, Hedge Funds, Bonds, Economics, Financial Accounting, Financial Reporting
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Drew University 2001 — 2005
BA, Economics, Political Science
Ridgewood High School 1997 — 2001
Lisa Slack Sampson's State Street Experience September 2006 - June 2007
Job Assoc. Investment and Wealth Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2010 - Present
CCO Investment Services Corp. January 2008 - May 2009
CCO Investment Services Corp. June 2007 - December 2007
State Street September 2006 - June 2007
BTS Asset Management September 2003 - September 2006
ADP April 1996 - September 2002
Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy
Education
Salem State College 1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude
Boston University Graduate School of Management
Master of Science in Investment Management
BNY Mellon Wealth Management November 2010 - Present
CCO Investment Services Corp. January 2008 - May 2009
CCO Investment Services Corp. June 2007 - December 2007
State Street September 2006 - June 2007
BTS Asset Management September 2003 - September 2006
ADP April 1996 - September 2002
Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy
Education
Salem State College 1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude
Boston University Graduate School of Management
Master of Science in Investment Management
Susan B. Darnell's State Street Experience May 2015 - Present
Job Managing Director Finance Technology Solutions State Street Bank
Industry Financial Services
Experience
State Street May 2015 - Present
State Street June 2011 - Present
State Street Corporation April 2009 - July 2011
State Street Corporation January 2006 - March 2009
State Street January 2005 - January 2006
State Street November 2003 - December 2004
StateStreet Corporation July 2001 - November 2003
State Street May 1998 - June 2001
State Street Corporation December 1988 - April 1998
State Street February 1984 - November 1988
Skills
Basel II, Enterprise Risk..., Treasury, Financial Services, Banking, Credit Risk, Securities, Operational Risk, Data Management, Global Regulatory..., Analysis, Business Analysis
Education
Boston University - School of Management 2007 — 2008
MBA
William & Mary 1978 — 1981
B.B.A., Business Administration
State Street May 2015 - Present
State Street June 2011 - Present
State Street Corporation April 2009 - July 2011
State Street Corporation January 2006 - March 2009
State Street January 2005 - January 2006
State Street November 2003 - December 2004
StateStreet Corporation July 2001 - November 2003
State Street May 1998 - June 2001
State Street Corporation December 1988 - April 1998
State Street February 1984 - November 1988
Skills
Basel II, Enterprise Risk..., Treasury, Financial Services, Banking, Credit Risk, Securities, Operational Risk, Data Management, Global Regulatory..., Analysis, Business Analysis
Education
Boston University - School of Management 2007 — 2008
MBA
William & Mary 1978 — 1981
B.B.A., Business Administration
Thomas Russillo's State Street Experience April 2007 - July 2009
Job Associate Director Client Finance at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
Thomas Wines, CPA's State Street Experience September 2004 - September 2010
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte September 2010 - Present
State Street September 2004 - September 2010
Hamilton College August 2002 - June 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Valuation, Internal Controls, Fund Of Funds, Financial Analysis, Mutual Funds, Auditing, Financial Modeling, US GAAP, Accounting
Education
Boston University - School of Management 2006 — 2010
MBA, Accounting
Colgate University 1998 — 2002
B.A., English / Philosphy Dual Majors
Deloitte September 2010 - Present
State Street September 2004 - September 2010
Hamilton College August 2002 - June 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Valuation, Internal Controls, Fund Of Funds, Financial Analysis, Mutual Funds, Auditing, Financial Modeling, US GAAP, Accounting
Education
Boston University - School of Management 2006 — 2010
MBA, Accounting
Colgate University 1998 — 2002
B.A., English / Philosphy Dual Majors
DanTing Mo's State Street Experience December 2005 - March 2007
Job Middle Office Operations Associate at SSgA
Industry Financial Services
Experience
SSgA April 2007 - Present
State Street December 2005 - March 2007
Skills
Financial Services, Fixed Income, Bloomberg, Investments, Securities, Asset Management, Portfolio Management
Education
Boston University Questrom School of Business 2000 — 2003
SSgA April 2007 - Present
State Street December 2005 - March 2007
Skills
Financial Services, Fixed Income, Bloomberg, Investments, Securities, Asset Management, Portfolio Management
Education
Boston University Questrom School of Business 2000 — 2003
Maria Terova, CPA's State Street Experience 2004 - 2008
Job Tax Manager
Industry Accounting
Experience
Deloitte 2008 - Present
Russell Reynolds Associates 2007 - 2008
Coldwell Banker 2004 - 2008
State Street 2004 - 2008
Daratech 2007 - 2007
Boston Harbor Hotel 2005 - 2005
Skills
Excel, Accounting, Financial Analysis, Tax, Corporate Tax, Financial Accounting, Internal Controls, Tax Research
Education
Boston University - School of Management 2004 — 2008
BS, Accounting/Economics
Deloitte 2008 - Present
Russell Reynolds Associates 2007 - 2008
Coldwell Banker 2004 - 2008
State Street 2004 - 2008
Daratech 2007 - 2007
Boston Harbor Hotel 2005 - 2005
Skills
Excel, Accounting, Financial Analysis, Tax, Corporate Tax, Financial Accounting, Internal Controls, Tax Research
Education
Boston University - School of Management 2004 — 2008
BS, Accounting/Economics
Ned Siegel's State Street Experience 1993 - Present
Job Vice President, North American Head of Business Development, Alternative Investment Services
Industry Financial Services
Experience
State Street 1993 - Present
Education
Boston University Questrom School of Business 1991 — 1993
MBA - Finance, Finance
McGill University 1985 — 1988
State Street 1993 - Present
Education
Boston University Questrom School of Business 1991 — 1993
MBA - Finance, Finance
McGill University 1985 — 1988
Jarid Henley's State Street Experience June 2005 - November 2006
Job Associate at Tiger Group, LLC
Industry Banking
Experience
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Paul Tagliaferri's State Street Experience 2003 - 2007
Job Fixed Income Trader at GMO
Industry Financial Services
Experience
GMO October 2014 - Present
GMO LLC May 2013 - October 2014
GMO, LLC March 2010 - May 2013
GMO LLC May 2007 - April 2010
State Street 2003 - 2007
Skills
Fixed Income, Fund Accounting, Financial Services, Emerging Markets, Bloomberg, Mutual Funds, Financial Modeling, Equities, Financial Analysis, Asset Managment, Hedge Funds, Derivatives
Education
Boston University - School of Management 2008 — 2011
Master of Business Administration (MBA), Finance, General
Quinnipiac University - School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
GMO October 2014 - Present
GMO LLC May 2013 - October 2014
GMO, LLC March 2010 - May 2013
GMO LLC May 2007 - April 2010
State Street 2003 - 2007
Skills
Fixed Income, Fund Accounting, Financial Services, Emerging Markets, Bloomberg, Mutual Funds, Financial Modeling, Equities, Financial Analysis, Asset Managment, Hedge Funds, Derivatives
Education
Boston University - School of Management 2008 — 2011
Master of Business Administration (MBA), Finance, General
Quinnipiac University - School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
David M. Gaudet's State Street Experience October 2013 - Present
Job Officer State Street Global Markets
Industry Financial Services
Experience
State Street October 2013 - Present
State Street February 2013 - October 2013
State Street February 2009 - February 2013
Putnam Investments December 2007 - June 2008
Skills
Fund Accounting, ETFs, Corporate Actions, Bloomberg, Fixed Income, Equities, General Ledger, Microsoft Office, Business Development, Accounting, Investments, Access, Valuation, Mutual Funds, Securities, Microsoft Excel
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth
BS, Finance
State Street October 2013 - Present
State Street February 2013 - October 2013
State Street February 2009 - February 2013
Putnam Investments December 2007 - June 2008
Skills
Fund Accounting, ETFs, Corporate Actions, Bloomberg, Fixed Income, Equities, General Ledger, Microsoft Office, Business Development, Accounting, Investments, Access, Valuation, Mutual Funds, Securities, Microsoft Excel
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth
BS, Finance
Brian Link's State Street Experience May 2004 - Present
Job Managing Counsel at State Street
Industry Banking
Experience
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
John McGuire, CFA's State Street Experience March 2011 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street March 2011 - Present
State Street March 2005 - March 2011
State Street Bank March 1996 - March 2005
Skills
Securities, Fixed Income, Financial Services, Equities, Hedge Funds, Trading, Bloomberg, Capital Markets, Asset Management, Derivatives
Education
Boston University - School of Management 2006 — 2008
MSIM, Investment Management
Boston University - School of Management 2000 — 2004
Master of Business Administration (MBA)
Lehigh University 1990 — 1994
Bachelor of Arts (BA)
State Street March 2011 - Present
State Street March 2005 - March 2011
State Street Bank March 1996 - March 2005
Skills
Securities, Fixed Income, Financial Services, Equities, Hedge Funds, Trading, Bloomberg, Capital Markets, Asset Management, Derivatives
Education
Boston University - School of Management 2006 — 2008
MSIM, Investment Management
Boston University - School of Management 2000 — 2004
Master of Business Administration (MBA)
Lehigh University 1990 — 1994
Bachelor of Arts (BA)
Kris Rovelli's State Street Experience July 2007 - February 2009
Job Vice President Investment Operations at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust September 1999 - July 2007
Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
Bank of America April 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust September 1999 - July 2007
Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
Peter Zotos's State Street Experience May 1994 - March 1997
Job Managing Director, Head of Sales (Banks) N. America at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank July 2013 - Present
Standard Chartered Bank September 2007 - Present
JPMorgan Chase January 2003 - September 2007
Capgemini 1999 - 2002
BankBoston March 1997 - November 1999
State Street May 1994 - March 1997
Skills
Payments, Banking, Relationship Management, Financial Markets, Network Administration, Management, Equities, Investment Banking, Cash Management, Risk Management, Emerging Markets, Financial Services, Global Custody, Securities, Derivatives, Credit Risk, Business Strategy, Back Office, Strategy, Fixed Income, Commercial Banking, Capital Markets
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Marketing
The George Washington University 1987 — 1991
BBA, Economics & Public Policy
Standard Chartered Bank July 2013 - Present
Standard Chartered Bank September 2007 - Present
JPMorgan Chase January 2003 - September 2007
Capgemini 1999 - 2002
BankBoston March 1997 - November 1999
State Street May 1994 - March 1997
Skills
Payments, Banking, Relationship Management, Financial Markets, Network Administration, Management, Equities, Investment Banking, Cash Management, Risk Management, Emerging Markets, Financial Services, Global Custody, Securities, Derivatives, Credit Risk, Business Strategy, Back Office, Strategy, Fixed Income, Commercial Banking, Capital Markets
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Marketing
The George Washington University 1987 — 1991
BBA, Economics & Public Policy
Greg Gagalis's State Street Experience June 2002 - December 2002
Job Associate Realtor
Industry Real Estate
Experience
Carey & Giampa Realtors July 2014 - Present
Babcock Power, Inc. May 2010 - August 2013
Babcock Power Environmental April 2008 - May 2010
Brooke Private Equity Advisors October 2006 - January 2008
Cambridge Associates January 2005 - October 2006
Wainwright Investment Counsel June 2003 - September 2003
State Street June 2002 - December 2002
Skills
Due Diligence, Venture Capital, Energy, Private Equity, Investments, Energy Efficiency, Biomass, Power Generation, Solar Energy, Renewable Energy, Cleantech, Alternative Energy, Portfolio Management, Power Plants, Energy Management, Wind, Finance, Sustainability, Mergers & Acquisitions, Contract Negotiation, Engineering, Energy Policy, Business Strategy, Financial Modeling, Energy, industry, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Boston University - School of Management 2009 — 2013
MBA, Business Administration and Management, General
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), Finance
Carey & Giampa Realtors July 2014 - Present
Babcock Power, Inc. May 2010 - August 2013
Babcock Power Environmental April 2008 - May 2010
Brooke Private Equity Advisors October 2006 - January 2008
Cambridge Associates January 2005 - October 2006
Wainwright Investment Counsel June 2003 - September 2003
State Street June 2002 - December 2002
Skills
Due Diligence, Venture Capital, Energy, Private Equity, Investments, Energy Efficiency, Biomass, Power Generation, Solar Energy, Renewable Energy, Cleantech, Alternative Energy, Portfolio Management, Power Plants, Energy Management, Wind, Finance, Sustainability, Mergers & Acquisitions, Contract Negotiation, Engineering, Energy Policy, Business Strategy, Financial Modeling, Energy, industry, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Boston University - School of Management 2009 — 2013
MBA, Business Administration and Management, General
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), Finance
Chioma Igwe's State Street Experience January 1998 - December 2003
Job Project Manager & Risk Analyst
Industry Hospital & Health Care
Experience
MedCross Imaging PC September 2011 - Present
Industrial Strategies Group February 2004 - August 2010
State Street January 1998 - December 2003
Education
Boston University Questrom School of Business 2009 — 2011
MS, Project Management
Boston University Questrom School of Business 2009 — 2010
Graduate Certificate in Risk Management & Organizational Continuity
University of Massachusetts Boston 1998 — 2000
BA, Economics
MedCross Imaging PC September 2011 - Present
Industrial Strategies Group February 2004 - August 2010
State Street January 1998 - December 2003
Education
Boston University Questrom School of Business 2009 — 2011
MS, Project Management
Boston University Questrom School of Business 2009 — 2010
Graduate Certificate in Risk Management & Organizational Continuity
University of Massachusetts Boston 1998 — 2000
BA, Economics
Grant Butler's State Street Experience December 2014 - Present
Job Vice President and Senior Counsel at State Street Bank & Trust Company
Industry Law Practice
Experience
State Street December 2014 - Present
Compass Working Capital July 2009 - Present
Goodwin Procter LLP September 2007 - December 2014
Boston University School of Law August 2012 - May 2013
Skills
Banking Law, Corporate Law, Financial Services, Dodd-Frank, Mergers & Acquisitions, Transactional Law, Financial Transactions, Business Transactions, Corporate Governance, Legal Advice, Legal Writing, Legal Research, Financial Regulation, Regulatory Submissions, Regulatory Requirements, Banking, Fiduciary, Basel II, Basel III, Due Diligence
Education
Boston University School of Law 2003 — 2007
J.D., LL.M
University of Kansas 1999 — 2003
B.A., B.S., Economics, Business
State Street December 2014 - Present
Compass Working Capital July 2009 - Present
Goodwin Procter LLP September 2007 - December 2014
Boston University School of Law August 2012 - May 2013
Skills
Banking Law, Corporate Law, Financial Services, Dodd-Frank, Mergers & Acquisitions, Transactional Law, Financial Transactions, Business Transactions, Corporate Governance, Legal Advice, Legal Writing, Legal Research, Financial Regulation, Regulatory Submissions, Regulatory Requirements, Banking, Fiduciary, Basel II, Basel III, Due Diligence
Education
Boston University School of Law 2003 — 2007
J.D., LL.M
University of Kansas 1999 — 2003
B.A., B.S., Economics, Business
Lorianne Ayoung-Chee's State Street Experience 2003 - 2008
Job Senior Technical Accountant at Manulife Financial
Industry Accounting
Experience
MetLife June 2010 - August 2010
Manulife Financial June 2008 - April 2009
State Street 2003 - 2008
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA
Boston University Questrom School of Business 2001 — 2003
University of Toronto - University of Trinity College 1999 — 2001
MetLife June 2010 - August 2010
Manulife Financial June 2008 - April 2009
State Street 2003 - 2008
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA
Boston University Questrom School of Business 2001 — 2003
University of Toronto - University of Trinity College 1999 — 2001
Katrin Eurich's State Street Experience June 2008 - November 2009
Job Medical Student at UTHSCSA
Industry Hospital & Health Care
Experience
UTHSCSA Research AssistantChildren's Hospital BostonDecember 2009 - July 2011
State Street June 2008 - November 2009
Massachusetts General Hospital June 2008 - October 2009
Boston University School of Management September 2008 - June 2009
Skills
Stata, Research, Statistics, Microsoft Excel, PowerPoint, Clinical Trials, Clinical Research
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A., summa cum laude, Pre-Medicine, Finance
The University of Texas Health Science Center at San Antonio
MD/MPH, Medicine, Public Health
UTHSCSA Research AssistantChildren's Hospital BostonDecember 2009 - July 2011
State Street June 2008 - November 2009
Massachusetts General Hospital June 2008 - October 2009
Boston University School of Management September 2008 - June 2009
Skills
Stata, Research, Statistics, Microsoft Excel, PowerPoint, Clinical Trials, Clinical Research
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A., summa cum laude, Pre-Medicine, Finance
The University of Texas Health Science Center at San Antonio
MD/MPH, Medicine, Public Health
Dawa Bhakro's State Street Experience
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street
Skills
Fund Accounting, Business Analysis, Mutual Funds, Fixed Income, Financial Services, Bloomberg, Equities, Financial Analysis, Fund Of Funds, Derivatives, ETFs, Separate Accounts, Schedule D, Portfolio Management
Education
Boston University Questrom School of Business 2006 — 2007
MBA, Finance
Lesley University
Bsc, Management
State Street
Skills
Fund Accounting, Business Analysis, Mutual Funds, Fixed Income, Financial Services, Bloomberg, Equities, Financial Analysis, Fund Of Funds, Derivatives, ETFs, Separate Accounts, Schedule D, Portfolio Management
Education
Boston University Questrom School of Business 2006 — 2007
MBA, Finance
Lesley University
Bsc, Management
Lynn Spadone's State Street Experience September 1992 - January 2002
Job Technical Project Manager at FM Global
Industry Information Technology and Services
Experience
FM Global February 2011 - July 2014
Wolters Kluwer Financial Services June 2009 - September 2010
Fidelity Investments September 2004 - November 2008
U.S. Bancorp February 2003 - February 2004
State Street September 1992 - January 2002
Skills
Management, Project Planning, Agile Methodologies
Education
Boston University Questrom School of Business
BS, Finance
FM Global February 2011 - July 2014
Wolters Kluwer Financial Services June 2009 - September 2010
Fidelity Investments September 2004 - November 2008
U.S. Bancorp February 2003 - February 2004
State Street September 1992 - January 2002
Skills
Management, Project Planning, Agile Methodologies
Education
Boston University Questrom School of Business
BS, Finance
Seth Lonsk's State Street Experience October 2002 - August 2003
Job Project Portfolio Manager at Cravath, Swaine & Moore LLP
Industry Law Practice
Experience
Cravath, Swaine & Moore LLP July 2015 - Present
The World August 2014 - February 2015
Goldman Sachs April 2007 - August 2014
Goldman Sachs August 2003 - April 2007
State Street October 2002 - August 2003
Skills
Derivatives, Fixed Income, Financial Analysis, Equities, Capital Markets, Valuation, Trading Systems, Risk Management, Project Management, Investment Banking, Financial Modeling, Corporate Finance, Finance, Business Analysis, SDLC, Management, Hedge Funds, Bloomberg, Microsoft Excel, Financial Services, Investments
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science (BS), Finance, General
Cravath, Swaine & Moore LLP July 2015 - Present
The World August 2014 - February 2015
Goldman Sachs April 2007 - August 2014
Goldman Sachs August 2003 - April 2007
State Street October 2002 - August 2003
Skills
Derivatives, Fixed Income, Financial Analysis, Equities, Capital Markets, Valuation, Trading Systems, Risk Management, Project Management, Investment Banking, Financial Modeling, Corporate Finance, Finance, Business Analysis, SDLC, Management, Hedge Funds, Bloomberg, Microsoft Excel, Financial Services, Investments
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science (BS), Finance, General
Nisha Majmudar's State Street Experience June 2006 - December 2007
Job Graduate Student at Georgetown University
Industry Real Estate
Experience
Star Global Ventures January 2008 - Present
State Street June 2006 - December 2007
State Street September 2005 - May 2006
UBS June 2005 - August 2005
Skills
Private Equity, Real Estate Development, Financial Analysis
Education
Georgetown University 2010 — 2012
Boston University Questrom School of Business 2002 — 2006
Finance/ Technology Management
High School
Star Global Ventures January 2008 - Present
State Street June 2006 - December 2007
State Street September 2005 - May 2006
UBS June 2005 - August 2005
Skills
Private Equity, Real Estate Development, Financial Analysis
Education
Georgetown University 2010 — 2012
Boston University Questrom School of Business 2002 — 2006
Finance/ Technology Management
High School
John J. Lynah, CPA, CFE's State Street Experience June 2000 - December 2001
Job Chief Financial Officer & Loan Officer at radius financial group inc.
Industry Accounting
Experience
radius financial group inc. December 2013 - Present
Barclays Bank April 2010 - October 2012
Augentius Fund Administration LLP July 2008 - April 2010
Hays October 2005 - May 2008
State Street June 2000 - December 2001
Harvard University October 1989 - June 2000
Skills
Finance, Accounting, Internal Controls, Financial Audits, Sarbanes-Oxley Act, CPA, Financial Reporting, Banking, Financial Accounting, General Ledger, Financial Institutions, Certified Fraud Examiner, Credit Unions, Credit union, Financial Control, MBA, University, CFE, Mortgage, Mortgage Banking, Residential Mortgages, Mortgage Industry, Investment Properties, Vacation Homes
Education
Boston University - School of Management
MBA, MBA
Lexington High School
Merrimack College
BS in Business Administration, Accounting
radius financial group inc. December 2013 - Present
Barclays Bank April 2010 - October 2012
Augentius Fund Administration LLP July 2008 - April 2010
Hays October 2005 - May 2008
State Street June 2000 - December 2001
Harvard University October 1989 - June 2000
Skills
Finance, Accounting, Internal Controls, Financial Audits, Sarbanes-Oxley Act, CPA, Financial Reporting, Banking, Financial Accounting, General Ledger, Financial Institutions, Certified Fraud Examiner, Credit Unions, Credit union, Financial Control, MBA, University, CFE, Mortgage, Mortgage Banking, Residential Mortgages, Mortgage Industry, Investment Properties, Vacation Homes
Education
Boston University - School of Management
MBA, MBA
Lexington High School
Merrimack College
BS in Business Administration, Accounting
Desiree Davis's State Street Experience September 2013 - Present
Job Vice President, State Street Corporation, Basel Assurance
Industry Financial Services
Experience
State Street September 2013 - Present
Bank of America May 2010 - August 2013
Bank of America October 2007 - May 2010
Stetson University College of Law August 2007 - January 2008
State Attorney's Office January 2007 - June 2007
Pinellas County School District August 2006 - January 2007
Skills
Securities, Banking, Financial Services, Policy, Leadership, Building Relationships, Asset Management, Risk Management, Corporate Governance, Mutual Funds, FINRA, Securities Regulation, Operational Risk..., Training, Technical Writing, Written & Oral..., Regulatory Analysis, Strategic Thinking, Legal Compliance, Banking Law, Enterprise Risk..., Legal Writing, Basel III
Education
Boston University School of Law 2008 — 2011
LL.M, Banking and Financial Law
Stetson University College of Law 2004 — 2007
J.D
Colby College 2000 — 2004
B.A., International Studies; Concentration: European Regionalism)
State Street September 2013 - Present
Bank of America May 2010 - August 2013
Bank of America October 2007 - May 2010
Stetson University College of Law August 2007 - January 2008
State Attorney's Office January 2007 - June 2007
Pinellas County School District August 2006 - January 2007
Skills
Securities, Banking, Financial Services, Policy, Leadership, Building Relationships, Asset Management, Risk Management, Corporate Governance, Mutual Funds, FINRA, Securities Regulation, Operational Risk..., Training, Technical Writing, Written & Oral..., Regulatory Analysis, Strategic Thinking, Legal Compliance, Banking Law, Enterprise Risk..., Legal Writing, Basel III
Education
Boston University School of Law 2008 — 2011
LL.M, Banking and Financial Law
Stetson University College of Law 2004 — 2007
J.D
Colby College 2000 — 2004
B.A., International Studies; Concentration: European Regionalism)
Laura E. Jacobsen's State Street Experience June 2011 - April 2012
Job Relationship Management at GMO
Industry Investment Management
Experience
GMO October 2014 - Present
GMO April 2012 - October 2014
State Street June 2011 - April 2012
State Street November 2010 - June 2011
State Street July 2009 - November 2010
Flat Hunter: Property Search Experts (www.flat-hunter.com) June 2008 - July 2008
Skills
Fund Accounting, Equities, Bloomberg, Fixed Income, Mutual Funds, Corporate Actions
Education
Boston University Questrom School of Business 2006 — 2009
Bachelor of Science, Business Administration; Finance and International Management
University of Minnesota-Twin Cities 2005 — 2006
Coursework toward Bachelors of Science in Business
GMO October 2014 - Present
GMO April 2012 - October 2014
State Street June 2011 - April 2012
State Street November 2010 - June 2011
State Street July 2009 - November 2010
Flat Hunter: Property Search Experts (www.flat-hunter.com) June 2008 - July 2008
Skills
Fund Accounting, Equities, Bloomberg, Fixed Income, Mutual Funds, Corporate Actions
Education
Boston University Questrom School of Business 2006 — 2009
Bachelor of Science, Business Administration; Finance and International Management
University of Minnesota-Twin Cities 2005 — 2006
Coursework toward Bachelors of Science in Business
Frederick Ramos II's State Street Experience Senior Managing DirectorState StreetJune 1986 - Present
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street Senior Managing DirectorState StreetJune 1986 - Present
Education
Boston University Questrom School of Business 1985 — 1990
MBA, Finance
State Street Senior Managing DirectorState StreetJune 1986 - Present
Education
Boston University Questrom School of Business 1985 — 1990
MBA, Finance
Anjali Patel's State Street Experience June 2012 - March 2013
Job Senior Associate; Revenue Recognition at Sapient
Industry Financial Services
Experience
Sapient January 2015 - Present
Sapient April 2013 - December 2014
State Street June 2012 - March 2013
State Street June 2011 - May 2012
SoftCo Ltd. June 2010 - August 2010
MassDevice October 2009 - January 2010
Skills
Microsoft Excel, Visual Basic, Microsoft Office, Mutual Funds, MCH, Revenue Recognition, Accounting, Securities
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance
Dublin City University
Sapient January 2015 - Present
Sapient April 2013 - December 2014
State Street June 2012 - March 2013
State Street June 2011 - May 2012
SoftCo Ltd. June 2010 - August 2010
MassDevice October 2009 - January 2010
Skills
Microsoft Excel, Visual Basic, Microsoft Office, Mutual Funds, MCH, Revenue Recognition, Accounting, Securities
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance
Dublin City University
Kellee Birnstiel's State Street Experience February 2004 - September 2005
Job Business Professor
Industry Education Management
Experience
Eastern Nazarene College August 2011 - Present
Archetype Consulting March 2007 - January 2012
Eastern Nazarene College September 2009 - May 2010
State Street February 2004 - September 2005
State Street April 1999 - December 2004
JP Morgan September 1997 - March 1999
State Street September 1989 - August 1997
Skills
Project Management, Change Management, Microsoft Office, Strategic Planning, Microsoft Excel, Business Analysis, Management, Employee Benefits, Forecasting, ADP Payroll, Process Improvement, QuickBooks, PowerPoint, Program Management, Analysis
Education
University of Liverpool 2013 — 2018
Doctor of Business Administration (DBA)
Boston University Questrom School of Business 2008 — 2010
MS, Banking and Finl Svcs Mgmt
Eastern Nazarene College 1988 — 1994
BS, Computer Information Systems
Eastern Nazarene College 1988 — 1993
BA, Business Admin/Accounting
Eastern Nazarene College August 2011 - Present
Archetype Consulting March 2007 - January 2012
Eastern Nazarene College September 2009 - May 2010
State Street February 2004 - September 2005
State Street April 1999 - December 2004
JP Morgan September 1997 - March 1999
State Street September 1989 - August 1997
Skills
Project Management, Change Management, Microsoft Office, Strategic Planning, Microsoft Excel, Business Analysis, Management, Employee Benefits, Forecasting, ADP Payroll, Process Improvement, QuickBooks, PowerPoint, Program Management, Analysis
Education
University of Liverpool 2013 — 2018
Doctor of Business Administration (DBA)
Boston University Questrom School of Business 2008 — 2010
MS, Banking and Finl Svcs Mgmt
Eastern Nazarene College 1988 — 1994
BS, Computer Information Systems
Eastern Nazarene College 1988 — 1993
BA, Business Admin/Accounting
John Montefalco's State Street Experience 2000 - 2005
Job Vice President, First Trust ETF Sales
Industry Financial Services
Experience
First Trust August 2015 - Present
First Trust Advisors May 2015 - Present
First Trust June 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street 2000 - 2005
IKON Document Services 1996 - 2000
Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning
Education
Boston University - School of Management 2006 — 2007
MBA, 2007
Quinnipiac University School of Law 1993 — 1996
JD, Law
Stonehill College 1987 — 1991
BA, History & Criminal Justice
First Trust August 2015 - Present
First Trust Advisors May 2015 - Present
First Trust June 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street 2000 - 2005
IKON Document Services 1996 - 2000
Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning
Education
Boston University - School of Management 2006 — 2007
MBA, 2007
Quinnipiac University School of Law 1993 — 1996
JD, Law
Stonehill College 1987 — 1991
BA, History & Criminal Justice
David Keohane's State Street Experience March 1994 - Present
Job Senior Vice President & Associate General Counsel at State Street
Industry Financial Services
Experience
State Street March 1994 - Present
Sullivan & Worcester LLP August 1990 - March 1994
Skills
Capital Markets, Mergers, Corporate Governance, Securities, Investments, Alternative Investments, Outsourcing, Joint Ventures, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Strategy, Due Diligence, Private Equity, Corporate Law
Education
Boston University School of Law
JD
Vassar College 1979 — 1983
BA, Political Theory
State Street March 1994 - Present
Sullivan & Worcester LLP August 1990 - March 1994
Skills
Capital Markets, Mergers, Corporate Governance, Securities, Investments, Alternative Investments, Outsourcing, Joint Ventures, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Strategy, Due Diligence, Private Equity, Corporate Law
Education
Boston University School of Law
JD
Vassar College 1979 — 1983
BA, Political Theory
Jalyn Echko's State Street Experience July 2006 - September 2007
Job Manager at PwC
Industry Financial Services
Experience
PwC September 2013 - Present
American Express June 2012 - August 2012
Cambridge Associates October 2007 - June 2011
State Street July 2006 - September 2007
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance and Business Law
PwC September 2013 - Present
American Express June 2012 - August 2012
Cambridge Associates October 2007 - June 2011
State Street July 2006 - September 2007
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance and Business Law
Matthew Capen's State Street Experience May 2011 - Present
Job Internal Project Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
Josh Hildebrand's State Street Experience October 2011 - May 2012
Job Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP August 2012 - Present
United States Marine Corps May 2002 - Present
State Street October 2011 - May 2012
Morgan Stanley Smith Barney August 2006 - August 2010
Skills
Six Sigma, Security Clearance, Leadership, Staff Development, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Management, Business Process..., Strategy, CRM, Management
Education
Boston University Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Boston University Graduate School of Management 2010 — 2012
Master of Science (M.S.)
The George Washington University 1998 — 2002
BS
Deloitte Consulting LLP August 2012 - Present
United States Marine Corps May 2002 - Present
State Street October 2011 - May 2012
Morgan Stanley Smith Barney August 2006 - August 2010
Skills
Six Sigma, Security Clearance, Leadership, Staff Development, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Management, Business Process..., Strategy, CRM, Management
Education
Boston University Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Boston University Graduate School of Management 2010 — 2012
Master of Science (M.S.)
The George Washington University 1998 — 2002
BS
William Polk's State Street Experience November 2010 - July 2011
Job NAV Supervisor, Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Eaton Vance July 2011 - October 2013
State Street November 2010 - July 2011
State Street August 2009 - October 2010
Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
Business Administration, Finance, Entrepreneurship
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Eaton Vance July 2011 - October 2013
State Street November 2010 - July 2011
State Street August 2009 - October 2010
Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
Business Administration, Finance, Entrepreneurship
John Fusi's State Street Experience June 2013 - March 2015
Job MBA Candidate Sponsorship Development Officer BUzz Lab entrepreneurship@bu
Industry Financial Services
Experience
The BUzz Lab at Boston University November 2014 - Present
State Street June 2013 - March 2015
State Street November 2010 - June 2013
State Street August 2008 - November 2010
State Street June 2007 - August 2008
Skills
Equities, Fund Accounting, Mutual Funds, Fixed Income, Financial Services, Asset Management, Accounting, Financial Modeling, Analytics, Big Data Analytics, Business Intelligence, Predictive Analytics, Internet of Things
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Innovation Strategy, Entrepreneurship
Roger Williams University 2003 — 2007
B.S, Finance
The BUzz Lab at Boston University November 2014 - Present
State Street June 2013 - March 2015
State Street November 2010 - June 2013
State Street August 2008 - November 2010
State Street June 2007 - August 2008
Skills
Equities, Fund Accounting, Mutual Funds, Fixed Income, Financial Services, Asset Management, Accounting, Financial Modeling, Analytics, Big Data Analytics, Business Intelligence, Predictive Analytics, Internet of Things
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Innovation Strategy, Entrepreneurship
Roger Williams University 2003 — 2007
B.S, Finance
Chris Belleville's State Street Experience October 2005 - Present
Job Vice President AIS Private Equity Fund Services at State Street
Industry Financial Services
Experience
State Street October 2005 - Present
Standish Mellon Asset Management 2000 - 2005
Investor's Bank and Trust 1996 - 2000
Skills
Private Equity, Alternative Investments, Operations Management, Project Management, Outsourcing Management
Education
Boston University Questrom School of Business 1999 — 2002
M.B.A., Finance
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
State Street October 2005 - Present
Standish Mellon Asset Management 2000 - 2005
Investor's Bank and Trust 1996 - 2000
Skills
Private Equity, Alternative Investments, Operations Management, Project Management, Outsourcing Management
Education
Boston University Questrom School of Business 1999 — 2002
M.B.A., Finance
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
Bruk Mesfin's State Street Experience June 2015 - Present
Job Senior Bank Loan Services at State Street Bank
Industry Financial Services
Experience
State Street June 2015 - Present
State Street June 2014 - May 2015
Bulfinch Hotel 2010 - 2010
Skills
Microsoft Excel, PowerPoint, Photoshop, Adobe Creative Suite, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Teamwork, Social Networking, Facebook, Customer Service, Event Planning, Social Media Marketing, Finance
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Operations Technology Management
State Street June 2015 - Present
State Street June 2014 - May 2015
Bulfinch Hotel 2010 - 2010
Skills
Microsoft Excel, PowerPoint, Photoshop, Adobe Creative Suite, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Teamwork, Social Networking, Facebook, Customer Service, Event Planning, Social Media Marketing, Finance
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Operations Technology Management
Jacob Wimberly's State Street Experience January 2014 - May 2014
Job Legal Intern at Harvard Management Company
Industry Legal Services
Experience
SEAK, Inc. April 2014 - Present
Harvard Management Company January 2015 - May 2015
Seward & Kissel LLP May 2014 - August 2014
State Street January 2014 - May 2014
MBTA May 2013 - August 2013
Massachusetts Office of Consumer Affairs and Business Regulation May 2013 - August 2013
Danville Regional Foundation May 2012 - August 2012
Coleman, Gledhil, Hargrave and Merritt, P.C. September 2011 - May 2012
U.S. House of Representatives June 2011 - August 2011
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), Cum Laude
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Public Policy (Honors); Political Science
Georgetown University 2011 — 2011
SEAK, Inc. April 2014 - Present
Harvard Management Company January 2015 - May 2015
Seward & Kissel LLP May 2014 - August 2014
State Street January 2014 - May 2014
MBTA May 2013 - August 2013
Massachusetts Office of Consumer Affairs and Business Regulation May 2013 - August 2013
Danville Regional Foundation May 2012 - August 2012
Coleman, Gledhil, Hargrave and Merritt, P.C. September 2011 - May 2012
U.S. House of Representatives June 2011 - August 2011
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), Cum Laude
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Public Policy (Honors); Political Science
Georgetown University 2011 — 2011
Eugene Katsman's State Street Experience September 2006 - September 2007
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
Rothstein Kass October 2007 - August 2014
State Street September 2006 - September 2007
Skills
Financial Reporting, Auditing, GAAP, Fund Accounting, Tax, CPA, SEC filings, US GAAP, Accounting, Financial Accounting, Financial Statements
Education
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Administration and Management, Accounting
EisnerAmper LLP September 2014 - Present
Rothstein Kass October 2007 - August 2014
State Street September 2006 - September 2007
Skills
Financial Reporting, Auditing, GAAP, Fund Accounting, Tax, CPA, SEC filings, US GAAP, Accounting, Financial Accounting, Financial Statements
Education
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Administration and Management, Accounting
Brian Brodeur's State Street Experience December 2004 - Present
Job Vice President Fund Administration
Industry Financial Services
Experience
State Street December 2004 - Present
JPMorgan Chase October 2003 - December 2003
American Express Financial Advisors June 2003 - August 2003
Skills
Project Implementation, US GAAP, Investment Companies, Derivatives, Compliance, Mutual Funds, Lean Initiatives, Expense Budgeting, Alternative Investments, Financial Reporting, SEC reporting, Financial Services, Investments, Securities, Fund Administration, Budgets, SEC filings
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
State Street December 2004 - Present
JPMorgan Chase October 2003 - December 2003
American Express Financial Advisors June 2003 - August 2003
Skills
Project Implementation, US GAAP, Investment Companies, Derivatives, Compliance, Mutual Funds, Lean Initiatives, Expense Budgeting, Alternative Investments, Financial Reporting, SEC reporting, Financial Services, Investments, Securities, Fund Administration, Budgets, SEC filings
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Becca Fang's State Street Experience
Job Performance analyst at State Street
Industry Financial Services
Experience
State Street
Skills
Chartered Financial...
Education
Boston University - School of Management 2008 — 2009
MSIM
University of Massachusetts Boston
Bachelor's degree, Finance
State Street
Skills
Chartered Financial...
Education
Boston University - School of Management 2008 — 2009
MSIM
University of Massachusetts Boston
Bachelor's degree, Finance
Hannah Levin's State Street Experience June 2015 - Present
Job Student at Boston University School of Law and Legal Intern at State Street
Industry Law Practice
Experience
State Street June 2015 - Present
Boston University School of Law Human Trafficking Clinic September 2014 - May 2015
United States Bankruptcy Court May 2014 - August 2014
United States Bankruptcy Court May 2007 - August 2013
Weitz & Luxenberg P.C. November 2010 - June 2013
Ritholz Levy Sanders Chidekel & Fields LLP October 2008 - January 2009
Skills
Legal Writing, Microsoft Office, Westlaw, Legal Research, LexisNexis, Microsoft Excel, Research, Courts, Litigation, PowerPoint, financial reg, Financial Services
Education
Boston University School of Law 2013 — 2016
Juris Doctor Candidate, Top 33.3% of Class
New York University 2007 — 2011
Bachelor of Arts (B.A.), History and Religious Studies, cum laude
State Street June 2015 - Present
Boston University School of Law Human Trafficking Clinic September 2014 - May 2015
United States Bankruptcy Court May 2014 - August 2014
United States Bankruptcy Court May 2007 - August 2013
Weitz & Luxenberg P.C. November 2010 - June 2013
Ritholz Levy Sanders Chidekel & Fields LLP October 2008 - January 2009
Skills
Legal Writing, Microsoft Office, Westlaw, Legal Research, LexisNexis, Microsoft Excel, Research, Courts, Litigation, PowerPoint, financial reg, Financial Services
Education
Boston University School of Law 2013 — 2016
Juris Doctor Candidate, Top 33.3% of Class
New York University 2007 — 2011
Bachelor of Arts (B.A.), History and Religious Studies, cum laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.