State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Standard & Poor's April 2015 - Present
S&P Capital IQ January 2014 - March 2015
S&P Capital IQ August 2012 - January 2014
State Street June 2011 - August 2011
Banco Itaú July 2008 - December 2008
Skills
Financial Analysis, Financial Modeling, Banking, Investments, Valuation, Microsoft Excel, Bloomberg, Credit, Bloomberg Terminal, Finance, Credit Analysis, Microsoft Office, Capital IQ, Leadership, Fixed Income, Analysis
Education
Brandeis International Business School 2010 — 2012
Master's Degree, International Economics and Finance
Utah State University - Jon M. Huntsman School of Business 2004 — 2009
BS, Managerial Economics
Utah State University 2004 — 2009
BA, Spanish
Topco Associates LLC November 2007 - Present
All States Rentals September 2005 - October 2007
Fidelity Investments March 2000 - September 2005
State Street 1998 - 2000
Skills
Cross-functional Team..., Contract Negotiation, Customer Service, Ariba, Management, Negotiation, Process Improvement, Procurement, Purchasing, Project Management, Sales, Sourcing, Forecasting, Global Sourcing, Inventory Management, Retail, Pricing, Strategic Sourcing, Strategic Planning, Supply Chain, Supply Chain Management, Supply Management, Team Building, Vendor Management
Education
Northeastern University - Graduate School of Business Administration 2001 — 2004
MBA
Bridgewater State University 1993 — 1997
BS, Finance, Economics
South Shore Hospital August 2013 - Present
A Healthy Balance, Inc October 2012 - January 2014
University of Connecticut August 2011 - May 2012
State Street June 2008 - August 2010
Skills
Nutrition, Public Speaking, Wellness, Cpr Certified, Microsoft Office, Fitness, Health Promotion, Health Education, Sports Nutrition, Nutritional Counseling, Dietetics, Clinical Research, Clinical Nutrition, Medical Nutrition..., Nutrition Education
Education
University of New Hampshire 2007 — 2011
BS, Nutrition; Dietetics
The University of Connecticut 2011 — 2012
Dietetic Internship
Bridgewater State College 2012 — 2014
Master of Education (M.Ed.), Health Promotion
BSU 2012 — 2014
Master's of Education, Health Promotion
Cognizant Technology Solutions May 2014 - Present
PayPal (Cognizant) July 2015 - Present
eBay Inc/PayPal (Cognizant) March 2015 - July 2015
Cisco (Cognizant) December 2014 - March 2015
GLOBALFOUNDRIES (Cognizant) September 2014 - October 2014
VMware (Cognizant) May 2014 - August 2014
Accenture June 2012 - May 2014
Cisco (Accenture) June 2012 - May 2014
Hewlett-Packard (Accenture) December 2012 - April 2013
State Street August 2011 - January 2012
Skills
Management Consulting, Project Management, Program Management, SDLC, Strategy, PMO, Business Intelligence, CRM, Cross-functional Team..., Portfolio Management, Agile Methodologies, Risk Management, Outsourcing, Consulting, Integration, Business Process..., Software Project..., SaaS, Private Equity, Strategic Consulting, Oracle, Cloud Computing, Start-ups, ERP, IT Enabled Business..., Solution Architecture, Business Process..., Project Planning, Project Portfolio..., Financial Modeling, Alternative Investments, Project Finance, IT Executive Management, Entitlements, Governance, Financial Services, Financial Markets, Program Financial..., Technology Consulting, Services Consulting, Executive Managment, Enterprise IT Strategy, Multi-cultural team..., Early-stage Startups, Startup Development, Salesforce.com, Wearables, nfv, Virtualization, Benchmarking
Education
Brandeis University 2003 — 2005
BA
Wentworth Institute of Technology 2001 — 2003
AS
Holland & Knight LLP August 2014 - Present
Greenberg Traurig, LLP February 2012 - June 2014
US Securities and Exchange Commission January 2010 - April 2010
Unica May 2009 - August 2009
State Street June 2008 - August 2008
Office of Counsel for the Commandant & Commandant's Office of Legislative Affairs February 2006 - May 2006
Education
Boston University School of Law 2010 — 2010
LL.M., Banking and Financial Law
Boston University School of Law 2007 — 2010
J.D., concentration in Business Organizations and Finance Law
Cornell University 2004 — 2007
B.A., Economics and Government with concentration in Law and Society
State Street September 2014 - Present
Boston Medical Center Office of the General Counsel May 2014 - August 2014
WilmerHale Legal Services Center of Harvard LawSchool June 2013 - August 2013
The Ohio State University Department of Economics September 2011 - June 2012
U.S. Senator Sherrod Brown July 2011 - September 2011
NCR Corporation July 2010 - February 2011
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science
Archbishop Alter High School 2004 — 2008
Wipro June 2013 - Present
State Street June 2012 - May 2013
CSC September 2005 - August 2011
Anjana Software Solutions Pvt Ltd January 2004 - May 2005
EVP Engineering College December 2002 - December 2003
Skills
Requirements Analysis, Release Engineering, Project Execution, Project Coordination, Full SDLC, Client Communications, Client Interfacing, Status Reporting, Software Design, Cross-functional Team..., Process Improvement, Insurance, Training & Development, DB2, Quality Assurance, Test Planning, Telecommunications, Reports, Project Management, CRM, Employee Training, Agile Methodologies, Business Process, Strategy, Enterprise Software
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
MBA, Technology Management, A- ; GPA - 3.7 on a 4.0 scale
EVP Engineering College 1998 — 2002
BE, Electrical and Electronics, A
State Street June 2014 - Present
Commonwealth Financial Network June 2013 - June 2014
Commonwealth Financial Network July 2010 - June 2013
Commonwealth Financial Network 2008 - 2010
Education
Brandeis University 2006 — 2010
Bachelor of Science (BS), Economics, Politics
McRaeSoft.com January 1992 - Present
Third Stone Venture Partners 2006 - 2010
Upstream Technologies, LLC 2000 - 2006
Lubrizol January 1989 - June 2002
State Street 1995 - 1996
Saint Vincent Charity Hospital January 1986 - January 1989
Skills
Software Development, Agile Methodologies, Test Driven Development, Distributed Systems, Multithreading, Software Development..., .NET, C#, Powershell, C++, Java, ASP.Net MVC, AngularJS, WebSockets, SignalR, Web Services API, Javascript, NodeJS, TCP, WPF, WCF, LINQ, Microsoft SQL Server, RabbitMQ, Spring, Twitter Fire Hose, Social Media, Investment Systems, Trading Systems, Market Data, FIX, Yahoo Instant Messaging...
Education
Cleveland State University 1986 — 1989
MBA, Finance
Bowling Green State University 1980 — 1984
BS, Computer Science
Law Offices of Mitchell Garabedian September 2011 - Present
State Street July 2009 - August 2009
Boston Public Schools June 2009 - July 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2006 - May 2008
Skills
Civil Litigation, Public International Law, Legal Writing, Legal Research, Westlaw, Personal Injury..., Complex Civil Litigation, Federal Court Litigation, LexisNexis, Legal Discovery
Education
Boston University School of Law 2008 — 2011
Doctor of Law (J.D.)
Tsinghua University School of Law 2010 — 2010
Chinese Law
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), International Relations, summa cum laude
Harbin Institute of Technology 2004 — 2005
Chinese Language and Literature
Deerfield Academy 1998 — 2002
CBS Studios International January 2013 - Present
IM Global August 2012 - January 2013
Freelance April 2012 - August 2012
Spirit EMX June 2011 - August 2011
State Street June 2007 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Data Analysis, Due Diligence, Private Equity, Business Strategy, PowerPoint, Microsoft Office, Research, Portfolio Management, Investments, Corporate Finance, Project Management, Marketing, Market Research, Forecasting, Competitive Analysis, Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Business Administration and Management, General
Bowdoin College 2003 — 2007
BA, Music & Foreign Languages
United States Attorney's Office June 2015 - August 2015
State Street July 2012 - May 2014
US Army June 2008 - April 2012
Education
Boston University School of Law 2014 — 2017
Doctor of Law (JD)
College of the Holy Cross 2004 — 2008
Bachelor of Arts (BA), History
Citco Fund Services (USA) Inc. October 2014 - May 2015
United Nations August 2014 - October 2014
State Street August 2011 - July 2012
China Vanke July 2010 - August 2010
Agricultural Bank of China June 2009 - July 2009
Skills
Microsoft Excel, Matlab, C, C++, VBA, Bloomberg, Stata, Statistics, Microsoft Office, Financial Analysis, Financial Modeling, Risk Management, SQL, Valuation, Analysis, Financial Reporting, Finance, Investments
Education
Brandeis University 2013 — 2014
Maser of Science in Finance, Finance, General
Zhejiang Gongshang University 2008 — 2011
Bachelor's degree, Finance, General
Zhejiang Gongshang University 2007 — 2008
Computer Science
Meketa Investment Group June 2011 - Present
State Street June 2010 - September 2011
Croesus Investments, LLC June 2009 - June 2010
Summer PUBLIC CONSULTING GROUP May 2009 - September 2009
Citizens Bank May 2008 - September 2008
United Way of Central Ohio September 2006 - June 2007
Brothers Bar & Grill March 2004 - May 2006
Skills
Financial Modeling, Bloomberg, Investments, Economics, Quantitative Analytics, Fixed Income, Portfolio Management, Financial Analysis, Equities, Capital Markets, Valuation
Education
Brandeis International Business School 2008 — 2010
Master of Arts, International Economics and Finance
The Ohio State University 2002 — 2007
Bachelor of Arts, Political Science
EMD Shared Services America July 2014 - Present
State Street August 2012 - July 2014
Bridgewater State University February 2012 - May 2012
Skills
Economics, Finance, Microsoft Excel, Auditing, Mutual Funds, Trading, Financial Services, Microsoft Word, Academic Tutoring, Research, Account Reconciliation, Oracle, Accounting, Problem Solving, Bloomberg Terminal, MCH
Education
Bridgewater State University 2008 — 2012
Bachelor's degree, Economics
State Street July 2014 - Present
State Street June 2012 - July 2014
STATE STREET GLOBAL ADVISORS June 2011 - May 2012
Risk Management Ltd October 2008 - August 2010
Reykjavik University January 2009 - May 2010
Kaupthing Bank August 2008 - October 2008
Skills
R, Stata, Matlab, Economics, Data Analysis, Mathematical Modeling, Statistics, Econometrics, Research, LaTeX, SQL, Microsoft Excel
Education
Brandeis International Business School 2010 — 2012
Master of Arts, International Economics and Finance
Cornell University 2004 — 2007
Master of Science, Mathematics
UNIVERSITY OF ICELAND 2001 — 2004
B.S, Mathematics
State Street October 2014 - Present
State Street November 2010 - October 2014
State Street September 2007 - November 2010
Investors Bank & Trust May 2006 - September 2007
Citizens Bank November 2004 - January 2006
ABN AMRO Bank N.V. February 1999 - January 2002
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Investments, General Ledger, Auditing, Brazilian Portuguese, Financial Reporting
Education
Brandeis International Business School 2008 — 2010
Master
Göteborg University 2003 — 2004
Certificate
UNICAP, Catholic University of Pernambuco 1991 — 2003
Bachelor's of Science
Harvard University 2002 — 2002
Certificate
State Street June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, ETFs, Bloomberg, Onyx, FactSet, Time Management, Teamwork, Communication, Adaptability
Education
Bowdoin College 2012 — 2016
Duxbury High School 2009 — 2012
High School Diploma
TIAA-CREF July 2013 - Present
Citi 2012 - July 2013
TD 2012 - 2012
Design Technologies 2009 - 2011
State Street 2008 - 2009
BNP Paribas 2007 - 2007
Oceanic Bank 2004 - 2006
MBC International Bank 2001 - 2004
Skills
Corporate Finance, Financial Modeling, Valuation, Credit Analysis, Financial Analysis, Business Strategy, Strategic Planning, Credit Risk, Fixed Income, Research, Business Analysis, Access, Financial Markets, Process Engineering, SQL, VBA, Mergers & Acquisitions, Private Equity, Financial Reporting, Data Analysis, Due Diligence, Finance, Business Valuation, Strategy, Strategic Financial..., Analysis, Risk Management
Education
Brandeis University, Lemberg - International Business School 2006 — 2008
MBA, Global Finance
UNIVERSITY OF LAGOSLAGOS 1994 — 1998
B.S, Actuarial Science
Brandeis University January 2014 - January 2015
State Street May 2014 - August 2014
Deutsche Börse January 2014 - August 2014
The Veritas Forum May 2013 - April 2014
Hollister Co. July 2013 - August 2013
Dynamic Solutions Systems LLC June 2013 - July 2013
Peking University July 2012 - August 2012
Skills
Research, PowerPoint, English, Teamwork, Microsoft Office, Microsoft Word, Mandarin, Organization, Data Analysis, Customer Service, Motivation, Econometrics, Teaching, Investment Management, ETFs, Foreign Languages, Outlook, HTML, Organizational..., Highly detail oriented, Stata, Applied Mathematics, Stocks, Marketing Event Planning, Leadership, Asset Management, Quantitative Research, Event Planning, Microsoft Excel, Social Media, Public Speaking, Analysis
Education
Brandeis University 2011 — 2015
Bachelor's degree, Business/Managerial Economics
High School of Peking University 2009 — 2011
High School
Boston Police Department Office of the Legal Advisor July 2014 - Present
State Street June 2014 - Present
Furman University January 2011 - May 2013
Skills
Legal Research, Legal Writing, Editing, Research, Historiography, Historical Research, PowerPoint, Microsoft Word, Adobe Creative Suite, Video Editing, NCBI, Diversity Training, Diversity & Inclusion, Facebook
Education
Boston University Graduate School of Arts & Sciences 2014 — 2016
Master's Degree, History; legal history
Boston University School of Law 2013 — 2016
Doctor of Law (JD)
Furman University 2009 — 2013
Bachelor of Arts (BA), History
Bank of America June 2015 - Present
Bowdoin College August 2014 - May 2015
Bowdoin College August 2013 - May 2015
State Street January 2015 - January 2015
State Street June 2014 - August 2014
Corporate Accountability International May 2013 - August 2013
Bowdoin College September 2011 - May 2013
Foundation for MetroWest June 2012 - August 2012
Skills
French, Time Management, Microsoft Office, Determination, Highly Dedicated, Organization, Collaboration, Communication Skills, Writing, Nonprofits, Foundations
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), History, French
University of St. Andrews 2014 — 2014
History
American School of Paris 2007 — 2011
International Baccalaureate Diploma Recipient
athenahealth February 2015 - Present
O'Connor & Drew, P.C. June 2013 - February 2015
Dyn February 2012 - June 2013
State Street January 2011 - February 2012
Raytheon July 2008 - January 2011
Raytheon July 2005 - July 2008
Skills
Perl, Unix, DNS, VMware, Linux, Apache, Active Directory, Operations Management, Network Architecture, Troubleshooting, Integration, Windows, MySQL, Cisco Technologies, Firewalls, Data Center, System Administration, Servers, Solaris
Education
Brandeis University 2007 — 2009
Master's degree, IT Management
Worcester Polytechnic Institute 2001 — 2005
Bachelor's degree, Computer Science
State Street June 2015 - August 2015
Holland & Knight LLP October 2013 - May 2014
Holland & Knight LLP February 2013 - October 2013
State Street June 2010 - August 2010
Skills
International Relations, Research, Spanish, Italian, Policy Analysis, Due Diligence, Arabic, UCC filings, Legal Research, New Markets Tax Credits, Drafting Agreements
Education
Boston University School of Law 2015 — 2017
Doctor of Law (J.D.)
Villanova University School of Law 2014 — 2015
Doctor of Law (J.D.)
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), International Relations (Middle East & South Asia conc.), Italian Studies
ACS Cobham International School 2006 — 2009
High School
Thayer Academy 2005 — 2006
High School
LED2 Lighting Group, INC. September 2012 - Present
State Street July 2011 - December 2012
Skills
Strategic Planning, Sales Management, Forecasting, Marketing Strategy, Management, Customer Service, Business Strategy, FMCG, Cross-functional Team..., Product Development, Project Management, Supply Chain Management, Sales, Account Management, Marketing, Inventory Management, New Business Development, Direct Sales
Education
Briar Cliff University 2007 — 2011
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Cartica Capital August 2013 - Present
W.C. & A.N. Miller Companies (A Long & Foster Co.) September 2011 - Present
MV Financial Group December 2011 - July 2013
Plaza Hotel September 2009 - February 2010
State Street December 2006 - August 2009
Investors Bank & Trust December 2005 - November 2006
Investors Bank & Trust September 2004 - November 2005
Skills
Financial Modeling, First Time Home Buyers, Financial Analysis, Investments, Investment Properties, Negotiation, Contract Negotiation, Analysis, Budgets, Account Reconciliation
Education
Brandeis University 2006 — 2008
MSF, Masters in Finance - International Investments
University of Massachusetts Boston 2000 — 2003
BS, Management
CVS Health December 2014 - Present
CVS Caremark Corporation February 2013 - November 2014
State Street February 2011 - February 2013
State Street Bank September 2004 - March 2011
State Street Corporation January 1999 - January 2004
Harvard Pilgrim Health Care March 1996 - September 1999
Harvard Pilgrim Health Care January 1996 - January 1999
Skills
Ironport, Operation, Sametime, Blackberry Enterprise..., Lotus Domino, MobileIron, Office Communicator..., Exchange 2003 and 2010, Voltage, SMTP, IM Manager, Symantec Message Labs, Exchange ActiveSync, Microsoft Exchange, Project Management, Lotus Notes, Business Continuity, Disaster Recovery, Management, Blackberry, System Deployment, Incident Management, BMC Remedy, IT Management, Security, Infrastructure, IT Operations, Information Technology, IT Service Management, Enterprise Architecture, Technical Support, Messaging, Solaris, Visio, Business Analysis
Education
Brandeis University 2004 — 2007
Masters, Information Technology Management
Universidade do Vale do Rio dos Sinos 1985 — 1990
Law, Business Law
NaviNet February 2013 - Present
State Street March 2010 - February 2013
Sophelle January 2010 - January 2012
Pearson April 2008 - November 2009
First Marblehead January 2006 - April 2008
IBT June 2005 - February 2006
Fidelity Investments January 1999 - June 2005
Skills
Test Automation, Quality Center, Test Planning, Agile Methodologies, Testing, QTP, Manual Testing, Test Management, Perl, Quality Assurance, Test Cases, Agile Testing, Java, WinRunner, Selenium, Web Applications, VBScript, LoadRunner
Education
Brandeis University 2003 — 2006
MSE, Software Engineering
University of Massachusetts Boston 1996 — 1999
BSCS, Computer Science
Tufts University 2010 - Present
Roxbury Community College January 2009 - March 2010
Roxbury Community College January 2009 - March 2010
State Street January 2008 - January 2009
United South End Settlements 2004 - 2009
Stop & Shop November 2004 - January 2008
Hill Holliday Advertising May 2001 - May 2004
Skills
Talent Management, Leadership Development, Employee Relations
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA, Marketing, OD, Fiance
Brandeis University 1984 — 1988
BA, Sociology, Economics
Stuyvesant High School 1980 — 1984
HS, General Studies
JetBlue Airways April 2015 - Present
JetBlue Airways February 2012 - April 2015
Wells Fargo December 2010 - February 2012
Maxim Group July 2009 - December 2010
State Street June 2008 - June 2009
City Sports January 2004 - January 2009
Brandeis University September 2005 - May 2008
Smith Barney 2007 - 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Event Planning, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Data Analysis, Nonprofits, Access, Spanish, Analysis, Research
Education
Brandeis University 2005 — 2008
BA, Economics, Concentration in Theater Arts
State Street June 2015 - Present
Electric Insurance Company December 2014 - May 2015
Massachusetts Trial Court January 2014 - April 2014
Xylem Inc. September 2013 - December 2013
Adobe June 2013 - August 2013
Boston University Office of Technology Development May 2012 - May 2013
Bellotti Law Group, P.C. May 2012 - November 2012
Partners HealthCare January 2009 - August 2011
Casella Waste Systems July 2007 - August 2007
Georgetown Savings Bank May 2006 - August 2006
Skills
Corporate Law, Employment Law, Licensing, Asset Allocation, Research, Legal Assistance, Trials, Intellectual Property
Education
Boston University School of Law 2011 — 2014
Juris Doctor (J.D.)
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Mathematics, Psychology
University of Leeds 2006 — 2007
Study Abroad Program
JPMorgan Chase & Co. June 2015 - Present
State Street February 2015 - June 2015
Brandeis University September 2014 - December 2014
Enactus October 2011 - October 2012
Schneider Electric June 2012 - August 2012
China Merchants Securities Co., Ltd. April 2012 - July 2012
People's Bank of China January 2012 - March 2012
China Life Insurance Co.Ltd July 2011 - September 2011
Bank of China January 2011 - March 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Capital IQ, Stata, Time Management, Valuation, SAP, Economics, Leadership, Investments, Matlab, SPSS, Market Research, Logistics, SQL, Customer Service, Dunn & Bradstreet, Prezi, EViews, Argus Modeling, Research, Microsoft Office, Data Analysis, Financial Modeling
Education
Brandeis University 2013 — 2014
Master of Science (M.S.), Finance, General, 3.7/4.0
Huazhong University of Science and Technology 2009 — 2013
Bachelor of Science (B.S.), International Economics and Trade, 3.6/4.0
Louisiana State University August 2015 - Present
Fannie Mae July 2014 - August 2015
University of Southern California August 2008 - May 2013
University of Southern California May 2011 - August 2011
University of Southern California September 2010 - August 2011
State Street September 2007 - December 2007
Brandeis University September 2005 - August 2007
Skills
Microsoft Office, Statistics, Data Analysis, Microsoft Excel, Matlab, Financial Econometrics, Quantitative Finance, Mathematics, SAS, Mutual Funds, Finance, LaTeX, Econometrics
Education
University of Southern California - Marshall School of Business 2008 — 2014
Doctor of Philosophy (Ph.D.), Finance, General
Brandeis University 2004 — 2008
Doctor of Philosophy (Ph.D.), Mathematics
Peking University 1999 — 2003
Bachelor of Science (BS), Mathematics
Bradley, Foster & Sargent, Inc. September 2015 - Present
State Street May 2013 - September 2015
Yale School of Management 2011 - May 2013
Batterymarch Financial Management June 2012 - August 2012
Greylock McKinnon Associates 2005 - 2011
Skills
Financial Analysis, Financial Modeling
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College
B.E. and M.S.
Bowdoin College
A.B.
Barton Associates Inc. April 2015 - July 2015
Barton Associates Inc. July 2014 - April 2015
Barton Associates Inc. June 2013 - June 2014
State Street September 2012 - June 2013
Peckham, Inc. September 2011 - July 2012
Office of Congressman Donald Manzullo June 2010 - July 2010
Blaser Swisslube June 2009 - July 2009
Hollister Co July 2006 - July 2008
Skills
Financial Education, Budgeting, PowerPoint, Excel, Word, Outlook, Financial Analysis, Microsoft Office, Budgets, Microsoft Excel, Management, Microsoft Word, Social Networking, Event Planning, Sales, Leadership, Customer Service, Time Management
Education
Bowling Green State University 2007 — 2011
BA of Science in Business Administration, Finance
Quinlan School of Business, Loyola University Chicago
Master of Supply Chain Management, Logistics, Materials, and Supply Chain Management
Whoopie Monster, LLC February 2011 - Present
Dreamfar High School Marathon 2013 - 2014
Jewish Vocational Service March 2005 - September 2010
Massachusetts General Hospital 2002 - 2005
State Street 2000 - 2002
Palmer & Dodge LLP April 1998 - March 2000
Education
Brandeis University 1993 — 1997
BA, Psychology
PSE Agency July 2015 - Present
Bowdoin College Office of Communications/Sports Information January 2014 - Present
State Street May 2014 - August 2014
Bowdoin College May 2013 - August 2013
Bowdoin College May 2013 - August 2013
Skills
Microsoft Office, NVivo, SPSS, Sprout Social, Social Media, Research, Data Analysis, Event Planning
Education
Bowdoin College 2011 — 2015
Psychology
Masconomet Regional High School 2007 — 2011
State Street November 2014 - Present
Alaska USA 2013 - 2014
Brandeis University August 2011 - December 2012
Skills
Statistical Modeling, Financial Modeling, Econometrics, Risk Management, Fixed Income, Valuation, Microsoft Excel, VBA, R Programming, Matlab, Stata, Corporate Actions
Education
Brandeis University 2010 — 2013
Bachelor of Arts (B.A.), Mathematics
Pillar Fund Services, LLC July 2015 - Present
SS&C Technologies September 2012 - July 2015
Gravity Financial, LLC (acquired by SS&C Technologies) May 2007 - September 2012
Beacon Consulting Group February 2006 - May 2007
BISYS Fund Services October 2004 - February 2006
State Street February 1994 - October 2004
The Equitable (AXA) September 1992 - February 1994
Education
Brandeis University 1988 — 1992
BA, Economics
KPMG Corporate Finance LLC September 2014 - Present
Capital One June 2013 - September 2014
Physis Capital September 2012 - April 2013
State Street May 2012 - August 2012
Lift Ventures December 2011 - May 2012
Apple 2010 - 2011
Buzz University November 2008 - November 2010
Education
Brandeis International Business School 2011 — 2013
Masters of Arts in International Economics and Finance, International Finance, 3.9
Fundação Getulio Vargas 2012 — 2012
Exchange, International Management
Brandeis University 2008 — 2012
Bachelors of Arts; BA/MA, Economics
Punahou School 2004 — 2008
High School Diploma with Honors, Premed, Economics
State Street June 2014 - August 2014
Meister Consultants Group January 2014 - January 2014
Campaign for Working Families January 2012 - May 2012
Dragonfly Forest June 2009 - June 2011
Skills
Microsoft Excel, Stata, Econometrics, Data Analysis, Economic Research, Communication Skills, Detailed Organization, International Exposure, Community Outreach, Comfortable working..., Teamwork, Data Entry, Research, PowerPoint, Microsoft Word, Economics, SPSS, Statistics, Psychology, Social Networking, Public Speaking, Leadership
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (M.A.)
EDHEC Business School 2014 — 2014
Master of Science (MSc)
La Salle University 2009 — 2013
Bachelor of Arts (B.A.)
The Urban Healing Center December 2013 - April 2015
LPL Financial December 2012 - July 2014
Brandes Investment Partners April 2009 - May 2012
Brandes Investment Partners September 2003 - March 2009
Brandes Investment Partners July 1998 - August 2003
Brandes Investment Partners October 1997 - June 1998
State Street October 1993 - June 1997
Massachusetts Port Authority June 1993 - October 1993
Skills
Employee Relations, Human Resources, California Law, Employment Law, Coaching, Performance Management, HRIS, Employee Benefits, Recruiting, Employee Engagement, Onboarding, Legal Compliance, Training, Policy, Management, Deferred Compensation, Personnel Management, Succession Planning, Leadership, HR Policies, Change Management, International Mobility, Employee Recognition, Interviews, Organizational..., Employee Training, Strategy, Benefits Administration, Talent Management, Talent Acquisition, Leadership Development, HR Consulting, Conflict Resolution, New Hire Orientations, Team Building, Technical Recruiting, Program Management, Applicant Tracking..., Job Descriptions, College Recruiting, Benefits Negotiation, Organizational Design, Organizational..., Workforce Planning, Career Development, FMLA, Job Analysis, Temporary Placement, Hiring, Internet Recruiting
Education
University of California, San Diego 2000 — 2003
Human Resource Management Professional Certification
Westfield State University 1989 — 1993
BA
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
Man Numeric April 2015 - Present
Melrose Global Solutions LLC February 2013 - Present
State Street June 2011 - January 2013
State Street July 2007 - June 2011
Investors Bank & Trust January 2004 - July 2007
Brown Brothers Harriman December 1993 - December 2003
Skills
Mutual Funds, Relationship Management, Financial Services, Securities, Equities, Alternative Investments, Asia Business..., Corporate Actions, Derivatives, Global Custody, Hedge Funds, Strategy, Investments, Fund Accounting, Business Development, Risk Management, Leadership, Client Services, Asset Allocation, Competitive Analysis, Fund Administration, Private Equity, Capital Markets, Wealth Management, Sales, Global Business...
Education
Bridgewater State University 1990 — 1993
Bachelor of Science, Marketing
Oliver Ames High School
YITong Auto Part Manufacturing, LLC October 2014 - Present
State Street April 2005 - July 2010
Skills
eBusiness Suite, Online Marketing, Online Research, Product Marketing, Business Development, Marketing, Project Management, Purchasing, Manufacturing, Management, Business Strategy, Customer Service, Strategy, Account Management
Education
Brandeis International Business School 2010 — 2012
Master's degree, Business/Finance
Zhejiang University 1998 — 2005
Master's degree, Information Technology
Bank of America 2013 - Present
Bank of America 2012 - 2013
Bank of America December 2011 - 2012
Citizens Bank April 2011 - November 2011
State Street July 1989 - February 2010
Liberty Mutual Insurance July 1985 - July 1989
Skills
Project Management, Business Continuity..., Disaster Recovery, Information/Data..., Risk Management, Compliance Management, Business Analysis/Design, Financial Services, Application Governance, Information Technology, Technology Risk &..., Technical Implementation, Technical Support, Innovative IT..., Change Management, Quality Assurance, Process Improvement, Team Leadership, End-user..., Vendor Evaluation and..., Software Development, Business Continuity..., SharePoint
Education
Bridgewater State University
BS, Mathematics/Minor-Secondary Education
New Horizons Computer Learning Centers
IT & Microsoft Certification(s)), IT & Microsoft Products - enhance skills & expertise
Last Mile Health January 2015 - Present
Tiyatien Health June 2014 - Present
The World Bank December 2013 - May 2014
Tiyatien Health December 2013 - May 2014
Tiyatien Health September 2013 - November 2013
Tiyatien Health July 2012 - August 2013
National Center for Policy Analysis October 2011 - May 2012
African Leadership and Reconciliation Ministries June 2011 - October 2011
Brandeis University November 2009 - May 2011
State Street October 2010 - March 2011
Skills
Economics, Data Analysis, Stata, Research, Writing, MS Office Suite, Social Media, Blogging, Office Management, CGE modeling using GAMS, Project Management, Nonprofits
Education
EcoMod Modeling School 2013 — 2013
Certificate, Practical General Equilibrium Modeling with GAMS
Brandeis University, Lemberg - International Business School 2009 — 2011
MA, International Economics and Finance
Universite Libre de Kigali 2000 — 2005
BA, Economics
State Street July 2008 - Present
State Street December 2005 - June 2008
State Street March 2004 - December 2005
State Street March 2001 - March 2004
State Street 1999 - 2001
Skills
Alternative Investments, Financial Services, Fixed Income, Investments, Portfolio Management, Relationship Management
Education
Bowdoin College 1994 — 1998
Metso March 2014 - May 2015
Delhaize America, Food Lion, LLC July 2010 - September 2012
Keystone Associates January 2009 - June 2009
State Street April 2007 - December 2008
Iron Mountain 2002 - 2006
Iron Mountain 2000 - 2002
Staples 1998 - 2000
Staples 1997 - 1998
Staples 1994 - 1997
BJ's Wholesale Club 1989 - 1994
Skills
Talent Management, Performance Management, Leadership Development, Training, Organizational..., Leadership, Succession Planning, Human Resources, Employee Engagement, Personnel Management, Change Management, Workforce Planning, Coaching, Analysis, Career Management, Talent Acquisition, Management, Employee Relations, Organizational..., Interviews, Consulting, Resume Writing, Onboarding, Strategic Planning, Employee Training, Executive Coaching, New Hire Orientations, Employment Law, Workshop Facilitation, Career Counseling, Vendor Management, Executive Development, Team Leadership, Human Resource..., Program Management
Education
Bridgewater State University
Bachelor of Science, Management Science
HR Certification Institute
SPHR
Licensed Real Estate Salesperson - MA
Santander Bank, N.A. May 2015 - Present
JPMorgan Chase October 2012 - May 2015
Sporting- Blue Valley April 2011 - May 2015
State Street March 2011 - October 2012
State Street March 2009 - February 2011
Sony Style November 2006 - January 2009
AIG Financial May 2008 - August 2008
Skills
Mutual Funds, Accounting, Sales, Financial Analysis, Leadership, Finance, Microsoft Excel, Coaching, Investments, Customer Service, Derivatives, Analysis, Banking, Strategic Financial..., Risk Management, Microsoft Office, PowerPoint, Marketing, Account Reconciliation, Securities, Process Improvement, Strategic Planning, Program Management, Strategic Planning and..., Coach/Mentor, Team Building/Motivating
Education
University of Missouri-Kansas City 2006 — 2008
a Bachelor degree, Business-Administration; Finance
Bradley University 2004 — 2006
Associate's Degree, Business Management
DSN Inc. October 2004 - Present
Sefas Innovation May 2011 - November 2011
DST Output 2000 - 2004
Adept Inc. April 1997 - June 2000
State Street July 1996 - April 1997
JBaker April 1995 - July 1996
Bradlees Department Store May 1994 - November 1994
Hills Department Stores April 1991 - May 1994
Skills
Systems Analysis, Requirements Analysis, Analysis, Business Analysis, Customer Relations, Management Consulting, Management, Program Management, Software Project..., Business Process..., Team Leadership, Visual Basic, Integration, SQL, Customer Service, SDLC, HTML, Project Management, Software Documentation, Software Development, Enterprise Software, Document Management, Process Improvement, Visio, Requirements Gathering, Agile Methodologies, Business Intelligence, Testing, XML, MS Project, CRM, Professional Services, SharePoint, Enterprise Architecture, Enterprise Content..., PMP, Databases, Business Requirements, Vendor Management, Product Management, Solution Architecture, IT Strategy, Change Management, Architecture, UML, Microsoft SQL Server, Business Process
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Suffolk University - Sawyer School of Management 1999 — 2001
GDPA
Bridgewater State University 1990 — 1992
BA, English
Deutsche Bank June 2013 - Present
State Street January 2009 - June 2013
Oscar Gruss July 2008 - December 2008
Skills
Electronic Trading, Derivatives, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
Brandeis University
Analysis Group August 2013 - Present
Analysis Group May 2012 - August 2012
State Street June 2011 - August 2011
Bowdoin College October 2010 - May 2011
Education
Bowdoin College 2009 — 2013
Economics and Chemistry
The University of Edinburgh
Economics and Finance
East West Bank June 2015 - Present
State Street June 2014 - Present
Bowdoin College September 2011 - Present
State Street June 2013 - August 2013
Blackstone National Golf Course May 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Research, PowerPoint, Microsoft Word, Microsoft Office, English, Social Media, Landscape Maintenance, SharePoint, Microsoft Exchange, Stata, Business Strategy, Business Transformation, Golf Course Management, Microsoft PowerPoint, Non-profits, Visual Basic for..., Nonprofits, Strategy, Team Leadership, Public Speaking, Finance
Education
Bowdoin College 2011 — 2015
Economics
St. John's High School 2007 — 2011
University of Pennsylvania School of Design May 2013 - Present
AECOM January 2014 - May 2014
Delaware Valley Regional Planning Commission February 2013 - August 2013
State Street June 2005 - July 2012
Skills
Data Analysis, R, Bloomberg Terminal, ArcGIS, Microsoft Office, Leadership, Illustrator, Financial Analysis, Python, Flash Builder, LaTeX, SQL, Team Building, Community Viz, Bloomberg, Accounting, Mutual Funds, Fund Of Funds, Shiny
Education
University of Pennsylvania 2014 — 2019
Doctor of Philosophy (Ph.D.), City/Urban, Community and Regional Planning
University of Pennsylvania 2012 — 2014
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania - The Wharton School 2010 — 2011
Certificate, Finance and Accounting
Brandeis University 2001 — 2005
BA, Economics
Pembroke Public Schools 2011 - Present
Massachusetts Maritime Academy 2014 - Present
North River Lacrosse LLC 2013 - Present
Pembroke High School 2012 - Present
United States Marine Corps 2007 - Present
Addison Search 2011 - 2011
Paychex 2010 - 2011
Gannett Welsh & Kotler 2006 - 2007
Bridgewater Raynham School District 2006 - 2006
State Street 2005 - 2006
Skills
Leadership, Management, Public Speaking, Microsoft Excel, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Sales, Recruiting
Education
Bowdoin College 2001 — 2005
B.A., Russian
Middlebury College 2003 — 2003
Certificate, School of Russian Language
Nevsky Institute of Language and Culture 2003 — 2003
Foriegn Study, Economics, Russian Language
The Basic School: MCB Quantico 2007 — 2008
Military Science, Leadership, Tactics
BC High 1997 — 2001
Diploma
Epic June 2012 - Present
The Rockport Company February 2012 - May 2012
State Street June 2010 - August 2010
State Street June 2009 - August 2009
Skills
Marketing Communications, Negotiation, Sales Management, Advertising Sales, Corporate Finance, Financial Accounting, Financial Management, Excel, PowerPoint, Microsoft Office, Econometrics, Marketing Strategy, Attention To Detail, Outlook, Creative Concept..., Content Creation, Teamwork, Team Leadership, Team Oriented, Analytical Abilities, Accountability, Listening Skills, Fast Learner, Communication Written, Strategic Thinking, Adaptive, Program Management, Access, Microsoft Excel
Education
Brandeis University International Business School 2010 — 2012
Master's degree, International Business
Bocconi University 2011 — 2011
Master's degree, International Business
Brandeis University 2007 — 2011
Bachelor's degree, Economics
State Street July 2015 - Present
Telefónica April 2013 - April 2014
Movilnet March 2009 - April 2013
Universidad Católica Andrés Bello (UCAB) March 2005 - March 2008
Telefónica May 2007 - February 2008
Telefónica August 2007 - September 2007
Skills
IP, Telecommunications, Teamwork, Core Network, Roaming, Core Network Planning, Project Planning, Team Leadership, Achieve Results, Fault Analysis, Media Gateways, GSM, Mobile Devices, Proactive self-starter, Fault Finding, MAP, Telecommunications..., ISUP, Result Oriented, Fault Management, Wireless, Proactive Monitoring, Communication, Strategic Planning, Teaching, IS41, IREG, IR24, IR35, UMTS, Prioritisation, SIGTRAN, Programming, Leadership, VoIP, Finance, Corporate Finance, Fixed Income, Equity Derivatives, Investments, Financial Accounting, Project Management, Networking
Education
Brandeis International Business School 2014 — 2016
Master of Arts in International Economic and Finance, Finance, General
Universidad Católica Andrés Bello 2003 — 2008
Telecommunications Engineer, Telecommunications Engineering, 17.36/20
State Street December 2014 - Present
Itamar Medical February 2014 - December 2014
Accelerate-IT October 2013 - February 2014
Tumi February 2013 - November 2013
Solstice January 2012 - July 2013
Seculert May 2011 - November 2011
Microsoft January 2011 - May 2011
Miltons The Store for Men October 2010 - February 2011
InterSense Inc June 2010 - September 2010
Seahorse Bioprocesses June 2009 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Salesforce.com, Strategic Planning, Social Media, SaaS, PowerPoint, Product Management, Entrepreneurship, Event Planning, Social Media Marketing, Sales, Social Networking, Product Marketing, CRM, Blogging, Customer Service, Outlook, Public Relations, Retail, Market Research, Management, Marketing
Education
Brandeis University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business, Economics and Hebrew
UMass Dartmouth 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business
Newton South High School 2003 — 2007
H.S. Diploma
Oracle March 2013 - Present
Edward George and Associates November 2011 - August 2012
Yang and Sacchetti December 2009 - September 2011
Raytheon Corporation December 2008 - February 2009
U.S. Securities and Exchange Commission June 2008 - August 2008
Federal District Court for the District of Massachusetts November 2007 - February 2008
Law Offices of Timothy J. McCarthy August 2007 - October 2007
State Street July 2007 - August 2007
Sullivan & Worcester May 2007 - July 2007
Smith Barney December 2004 - August 2006
Skills
Spanish, Mandarin, Cantonese, Legal Research, Legal Writing, Litigation, Immigration Law, Civil Litigation, Courts, Commercial Litigation, Westlaw
Education
Northeastern University School of Law 2006 — 2009
Juris Doctor, Law
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Politics
Medford High School 1998 — 2002
Meditech Inc. January 2005 - Present
State Street January 2004 - January 2005
state street 2004 - 2005
Brandeis University May 2001 - May 2003
Skills
Databases, Project Management, Software Development, SQL, Business Process..., Python, Software Project..., Programming, Agile Methodologies, Java, JavaScript, Computer Science, Software Design, Linux, Data Mining, Healthcare Information..., Microsoft SQL Server, Software Documentation, Algorithms, Software Engineering, Integration, HTML, Unix, XML, PHP, Subversion, Jenkins, jQuery, MariaDB, Apache, IIS, M-AT, FS, ASP, Android Development, iOS Development
Education
Brandeis University 2002 — 2003
Master's degree, Computer Science
Brandeis University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Brandeis University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Boston Latin Academy 1994 — 1998
High School
State Street May 2015 - Present
ING Bank NV September 2011 - January 2015
ING Groep NV November 1999 - September 2011
ING Bank March 1998 - November 1999
ING Barings December 1995 - March 1998
ING Bank October 1992 - December 1995
NMB Postbank NV July 1987 - October 1992
Skills
Credit Risk, Risk Management, Banking, Finance, Credit, Financial Risk, Management, Structured Finance, Internal Controls, Integration, Business Analysis, Basel II, Change Management, Derivatives, Portfolio Management, Commercial Banking, KYC, Business Strategy, Financial Markets, Retail Banking, Market Risk, MiFID, Operational Risk, Operational Risk..., Capital Markets, Software Development, Corporate Finance, FATCA, Financial Modeling, Compliance, Payments, Private Banking, Credit Analysis, CDD, Investment Banking, Accounting, EMIR, BCBS 239, Strategy
Education
University of South Carolina - Darla Moore School of Business 1985 — 1987
MIBS, International Business Studies
Leipzig University 1986 — 1986
German Language
Bowling Green State University 1980 — 1986
B.A., German Language
Bowling Green State University 1980 — 1985
B.S., Finance and Economics
Universität Salzburg 1983 — 1984
German Language
Liberty Mutual Insurance July 2015 - Present
ICF International June 2008 - July 2015
State Street March 2007 - August 2007
Skills
Airlines, Financial Modeling, Financial Analysis, Valuation, Analysis, Competitive Analysis, Due Diligence, Strategy, Market Analysis, Forecasting, Strategic Planning, Data Analysis, Management Consulting, Aviation, Commercial Aviation, Aircraft, Aircraft Maintenance, Business Strategy
Education
Brandeis University 2004 — 2008
Bachelor of Arts (BA), International/Global Studies
Boston University - Paris Internship Program 2007 — 2007
State Street 2007 - Present
Investors Bank & Trust Co 2001 - 2007
Education
Brandeis International Business School 2005 — 2008
Masters of Science In Finance
Ithaca College 1996 — 2000
State Street June 2014 - Present
State Street January 2011 - May 2014
State Street March 2007 - December 2010
State Street June 2006 - February 2007
Skills
Financial Analysis, Bloomberg, Fixed Income, Investments, Portfolio Management, Equities, Financial Modeling, Finance, Financial Services, Securities
Education
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.)
State Street 2007 - Present
State Street Global Markets - SSGM 2007 - 2009
Education
Brandeis University
State Street 2002 - 2013
Analysis Group July 2000 - February 2002
Skills
song birds, winter gardening, berry preserves, no-knead bread, suomi, untangling yarn, Newfoundland grooming
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Brandeis University 1991 — 1993
BA
UMass Emerging Leaders Program
erecruit - enterprise staffing software June 2013 - Present
TheNextRound, Inc. December 2007 - May 2013
State Street August 2005 - December 2007
State Street September 2004 - August 2005
Skills
SQL, Private Equity, Financial Reporting, Venture Capital, Financial Modeling, Investments, Software Implementation, Maintaining Strong..., Management, Accounting, Databases, Vendor Management, CRM, Process Improvement
Education
Brandeis University 2000 — 2004
BA, Economics, Business
State Street August 2005 - Present
Education
Brandeis International Business School 2006 — 2008
State Street 2013 - 2015
State Street 2013 - 2015
State Street 2013 - 2015
State Street 2013 - 2015
Towers Watson June 2008 - July 2013
NATIONAL GRID USA 1988 - 2008
Skills
Compliance
Education
Boston University School of Law 1985 — 1988
JD
Plymouth University
BS
Hasbro February 2013 - Present
State Street 2012 - 2012
JPMorgan Chase 2011 - 2012
State Street Corporation February 1998 - May 2011
Skills
Financial Services, Management, Mutual Funds, Fixed Income, Equities, Middle Office
Education
NECF / UC Berkley 2003 — 2005
Graduate Certificate, Finance
Bridgewater State University 1994 — 1998
Bachelors, Management Science
Lincoln Financial Group October 2014 - Present
State Street January 2010 - March 2014
State Street January 2006 - January 2010
State Street January 2001 - January 2006
State Street March 1994 - January 2001
Skills
Investment Compliance, Investments, Investment Advisor..., Fund Accounting, Fund Administration, Financial Services, Securities, Derivatives, Strategy, SEC, Mutual Funds, Equities, Fixed Income, Regulatory Compliance, Management
Education
Bowling Green State University 1991 — 1992
M.A., Economics
DBMS Consulting, Inc. January 2010 - Present
Struzik Consulting January 1992 - January 2010
State Street 2006 - 2009
Brown Brothers Harriman 1996 - 1998
Skills
Requirements Analysis, SQL, Databases, SOA, Oracle, SDLC, Data Warehousing, Java
Education
Brandeis University 1999 — 2001
MS, Software Engineering
Bridgewater State University
B.A., Speech Communications
CVS Health April 2014 - Present
State Street July 2010 - March 2014
State Street October 2007 - July 2010
Brandeis University January 2007 - December 2008
State Street Bank (formerly Investors Bank and Trust) June 2005 - October 2007
Investors Bank & Trust 2004 - 2006
Skills
Mutual Funds, Investments, Securities, Fund Accounting, Bloomberg, Analysis, Fixed Income, Accounting, Equities, Financial Services, Asset Managment, Financial Analysis, Lean Management, Professional Mentoring, Onboarding, Financial Modeling, Financial System..., Microsoft Excel, Fund Administration, Risk Management, Management, Project Management, Procurement, Strategic Sourcing, Business Analysis, Strategic Planning
Education
Brandeis International Business School 2007 — 2008
Masters of Science Finance, Concentration in Business Finance
Merrimack College 1999 — 2003
Bachelor of Science in Business Administration, Concentration in Finance
Boston College High School 1995 — 1999
State Street January 2008 - Present
Education
Brandeis University, Lemberg - International Business School
Master of Science (M.S.), Finance
State Street November 2011 - Present
State Street June 2007 - October 2011
Investors Bank & Trust 2007 - 2007
Skills
Fund Accounting, Equities, Mutual Funds, Bloomberg, Fixed Income, Alternative Investments, Financial Reporting, Derivatives, Financial Services, Securities, Fund Administration, Hedge Funds, Trading, Bonds, Corporate Actions, Investments, Fund Of Funds, Global Custody
Education
Brandeis University
Masters of Science in Finance
Saint Michael's College 1996 — 2000
Bachelors, Business Administation
Loomis Sayles July 2010 - Present
Loomis, Sayles & Company January 2006 - August 2010
State Street July 2001 - August 2004
Skills
Bloomberg, Equities, Alternative Investments
Education
Brandeis University 1997 — 2001
BA, Economics
CFA Institute-Regular Member
Hibu U.S. (formerly Yellowbook USA) July 2009 - Present
EasyLobby, Inc. March 2009 - June 2009
Fidelity Investments September 2007 - November 2008
State Street January 2001 - September 2007
State Street October 1999 - January 2001
State Street November 1997 - October 1999
Brown Brothers Harriman 1995 - 1997
The Boston Company/Mellon Trust 1993 - 1995
Thomas Cook Currency Services 1989 - 1992
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, SQL, Test Strategy, .NET, Integration, Black Box Testing, Software Development..., GUI, Functional Requirements, Quality Center, Quality Assurance
Education
Brandeis University 2002 — 2003
Computer Software Engineering
University of Massachusetts Boston 1986 — 1989
B.A., Economics
Fidelity Investments July 2013 - Present
State Street August 2004 - July 2013
Education
Bowie State University 2001 — 2003
Master's, Computer Sceince
Gayatri College of Engineering 1996 — 2000
Bachelor of Technology (BTech), Mechanical Engineering
State Street 2008 - 2009
General Dynamics C4 Systems 2003 - 2008
Brooks Automation 2001 - 2002
Aspect Communications 1999 - 2001
Education
Brandeis University 2002 — 2005
MSE, Software Engineering
University of Massachusetts Lowell
BSEE, Electronic Engineering
CPP Investment Board April 2013 - Present
CPP Investment Board August 2010 - March 2013
CPP Investment Board December 2009 - August 2010
CPP Investment Board February 2009 - December 2009
Accenture August 2005 - August 2008
All-Canadian Management Inc July 2004 - January 2005
State Street March 1995 - July 2003
Midland Walwyn December 1994 - March 1995
Prudential 1994 - 1994
Barclays Capital August 1985 - December 1990
Skills
Fixed Income, Equities, FX, Derivatives, Market Data, Reference Data, Data Analysis, User Acceptance Testing, Oracle SQL, Data Mapping, Data Mining, Data Management, Documentation, Team Leadership, Problem Solving, Solutions Development, Idea Generation, Process Development, Process Improvement, Process Management, Financial Expertise, Team Building, Valuation, Cash Flow Management, SimCorp Dimension, Fund Accounting, Bloomberg Terminal, Treasury Services, SQL, Software Documentation, FX Options, Financial Services, Bloomberg, Capital Markets, Asset Management, Securities, Analysis, Back Office, Mutual Funds, Financial Markets, Corporate Actions, Bonds
Education
Bournemouth University 1990 — 1994
B.A.(Hons) Financial Services, Portfolio Theory and Investment Management, Economics, Accounting
State Street March 2011 - Present
State Street December 2005 - March 2011
State Street June 1999 - December 2005
National Association of Independent Insurers December 1998 - May 1999
Principal Financial Group September 1998 - December 1998
Caterpillar Inc. September 1997 - September 1998
VIVA USA INC September 1996 - September 1997
Skills
Regulatory Compliance, Equity Trading, Fidessa, FIX, DMA, Smart Order Routing, Trading Systems, ULLINK, LoadRunner, QTP, Quality Center, Test Automation, Team Management, Quality Management, Process Improvement, Testing, Performance Testing, Load Testing, Software Quality..., Quality Assurance, Fixed Income, SDLC, Software Development, Electronic Trading, Requirements Gathering, User Acceptance Testing, Equities, HP Quality Center
Education
Brandeis University 2001 — 2003
Master's in Software Engineering, Computer Science
Ideal College 1993 — 1996
Bachelor's, Computer Science
Ideal College 1991 — 1993
Intermediate, Mathametics, Physics, Chemistry
Tagore Convent 1981 — 1991
Schooling, Mathematics and Science
State Street December 2014 - Present
BYBLOS RESTAURANT June 2011 - Present
DUBEY & SCHALDENBRAND AMERICAS March 2014 - November 2014
BOSTON GATEWAY PROPERTIES & MANAGEMENT March 2007 - July 2011
BOSTON GATEWAY PROPERTIES & MANAGEMENT September 2004 - July 2011
Skills
Management, Strategic Planning, Budgets, Project Management, Leadership, Research, Analysis, Negotiation, Microsoft Office, Accounts Payable, Stata, Bloomberg Software, Sales, Managerial Finance, Mac OS, Residential Homes, Market Research, Foreclosures, Rentals, Property, Event Planning, Market Analysis, Condos, Property Management, Project Planning, First Time Home Buyers, Accounting
Education
Brandeis International Business School 2010 — 2015
Master of Finance, Finance, General
University of Massachusetts Boston 2006 — 2006
Minor, International Relations
University of Massachusetts Boston 2004 — 2006
BS, International Management
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Department of Homeland Security September 2008 - Present
EEOC January 2008 - May 2008
BLS Legal Services January 2008 - May 2008
Lipsky, Seidman & Lipsky January 2007 - January 2008
State Street August 2003 - August 2005
Skills
Policy, Government, Federal Government, Policy Analysis, Public Policy, Employee Relations, Labor Relations, Negotiation, Train Employees, Microsoft Office, Legal Writing
Education
Brooklyn Law School 2005 — 2008
JD, Law
Brandeis University 2000 — 2003
BA, Economics and Philosophy
Silver Lake Regional HS
SS&C Technologies June 2014 - Present
Citi 2011 - May 2014
GrandBanks Capital 2009 - 2011
State Street 1996 - 2009
JP Morgan Chase 1995 - 1996
Skills
Venture Capital, Alternative Investments, Asset Management, Due Diligence, Financial Services, Hedge Funds, Investments, Mergers, Mergers, Mutual Funds, Private Equity, Securities, Start-ups, Strategy, Valuation
Education
Boston University School of Law 1987 — 1988
LL.M., Tax
University of Richmond - Robins School of Business 1983 — 1985
M.B.A.
University of Richmond School of Law 1981 — 1984
J.D., Law
Syracuse University 1976 — 1980
B.S
Syracuse University - Martin J. Whitman School of Management 1976 — 1980
B.S., Business
State Street November 2013 - Present
State Street Global Advisors November 2010 - November 2013
State Street Global Advisors April 2008 - October 2010
State Street July 2003 - March 2008
State Street April 1999 - July 2003
Skills
Performance Measurement, Performance Attribution, Performance Reporting, Equities, Fund Accounting, Management, Client Services, Relationship Management, Bloomberg, Performance Analysis, Fixed Income, Mutual Funds, Microsoft Excel, Hedge Funds, Securities, Asset Management, Investments, Portfolio Management, Derivatives, Accounting, Factset
Education
Bridgewater State University 1994 — 1999
Bachelor of Science, General Management
Maine Medical Center 2011 - Present
Boston Medical Center August 2008 - August 2011
State Street June 2005 - November 2009
Skills
Financial Analysis, Financial Reporting, Business Analysis, Microsoft Office, Healthcare Information..., Accounting, Financial Modeling, Oracle PL/SQL..., ERP Software, Lawson, Crystal Reports, Microsoft SQL Server, Business Intelligence, Data Warehousing
Education
Brandeis International Business School 2006 — 2009
masters in finance, Finance accounting
Merrimack College 2001 — 2005
Bachelor's degree
State Street November 2012 - Present
State Street October 2010 - November 2012
State Street July 2007 - October 2010
State Street October 2005 - July 2007
Citibank August 2005 - October 2006
Skills
Fund Accounting, Mutual Funds, Fixed Income, Global Custody, Securities, Equities, Hedge Funds, Account Reconciliation, Financial Analysis, Fund Administration, Bloomberg Terminal, Derivatives, Accounting, Bloomberg, Financial Reporting, Financial Modeling, Corporate Actions, Financial Services, Banking, Trading
Education
University of Phoenix 2005 — 2007
BA in Business Management, Business
Briar Cliff University 1996 — 1999
Mass Communication/Media Studies
OnDeck August 2014 - Present
OnDeck August 2013 - August 2014
Liberty Mutual Insurance May 2012 - July 2013
Liberty Mutual Insurance June 2011 - May 2012
State Street July 2010 - September 2010
Brandeis University May 2008 - August 2008
Skills
Data Analysis, SQL, SAS, Stata, VBA, Financial Modeling, Marketing, R, Statistics, Portfolio Management, Economics, Python, Tableau, Data Visualization, Version Control, ETL, Linux
Education
Brandeis University 2007 — 2011
BA, Economics
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course, Economics
Accenture October 2011 - Present
State Street June 2002 - October 2011
Skills
Relationship Management, Management, Leadership, Financial Services, Project Management, Sales Process, Legal Writing, Legal Documents, Business Process..., Compliance, Message Development
Education
Boston University School of Law 2001 — 2002
LL.M., Law - Banking and Finance
University of Bristol 1998 — 2001
LL.B., Law
TransFirst June 2012 - Present
Aurora Bank FSB May 2008 - June 2012
CoBank February 2006 - May 2008
Boston Advisors November 2003 - May 2005
State Street January 2000 - July 2001
State Street August 1997 - January 2000
State Street May 1996 - August 1997
Skills
Finance, Management, Financial Services, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Risk Management, Process Improvement, Banking
Education
Penn State University 2001 — 2003
MBA, Finance & Entrepreneurship
Bradley University
Bachelor of Science, Finance
State Street April 2015 - Present
State Street October 2010 - March 2015
State Street January 2008 - October 2010
State Street February 2007 - June 2008
State Street August 2004 - February 2007
Investor's Bank & Trust September 2002 - August 2004
Skills
Corporate Actions, Financial Services, Relationship Management, Securities, Fixed Income, Equities, Back Office, Middle Office, Mutual Funds, Income, Risk Management, Hedge Funds, Issues Managment, Development & delivery..., Registered Investment..., client service team..., Staff Development, Portuguese, Account Reconciliation, Bloomberg, Fund Accounting
Education
Brandeis International Business School 2005 — 2008
MSF, Finance
Stonehill College 1998 — 2002
BA, Major: Political Science Minor: Business Administration & Irish Studies
Brandeis University- Real estate Fundamentals January 2014 - Present
Capstone Real Estate Group June 2014 - August 2014
Boston Downtown Business Improvement District January 2014 - May 2014
State Street October 2013 - December 2013
G+J (Beijing) Advertising Co. Ltd January 2013 - June 2013
Hongyuan Securities August 2012 - September 2012
UBS Securities Co., Ltd July 2012 - July 2012
Bertelsmann July 2012 - July 2012
Roland Berger Strategy Consultants April 2012 - June 2012
Fullgoal Fund Management Co. Ltd July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Research, Financial Analysis, Teamwork, Photoshop, Data Analysis, SPSS, Accounting, Statistics, Social Media, Windows, Marketing, Economics, Public Speaking
Education
Brandeis University International Business School 2013 — 2015
Master of Arts (M.A.), International Economics and Finance
Peking University 2009 — 2013
Bachelor of Arts (B.A.) in Economics, Finance
University of Victoria 2011 — 2011
Exchange
Acadian Asset Management July 2015 - Present
Acadian Asset Management July 2014 - July 2015
Acadian Asset Management March 2013 - July 2014
State Street January 2013 - March 2013
State Street November 2012 - January 2013
State Street October 2010 - November 2011
State Street December 2007 - October 2010
Hudson October 2006 - May 2007
China Construction Bank June 2005 - August 2005
Skills
Financial Modeling, Bloomberg, Valuation, Financial Reporting, Financial Analysis, Account Reconciliation, Fund Accounting, VBA, Forecasting, Microsoft Excel, Accounting, Financial Accounting, Financial Statements
Education
Brandeis University, Lemberg - International Business School 2004 — 2006
Master of Arts, International Economics and Finance; International Finance Concentration, 3.7
BEIJING TECHNOLOGY AND BUSINESS UNIVERSITY (BTBU) 2000 — 2004
BA of Economics, International Economics and Trade
State Street December 2013 - Present
Ricardo Trading LLC November 2012 - December 2013
RTN Federal Credit Union September 2012 - November 2012
Alan Gray, Inc. August 2012 - September 2012
The Doyle Collection August 2012 - August 2012
SoHo Fashion, Inc. July 2012 - August 2012
CITIBANK January 2010 - April 2010
SHANXI SECURITIES CORPORATION . LTD July 2009 - August 2009
People's Bank of China May 2008 - July 2008
Skills
Microsoft Office,..., Bloomberg, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Management, Finance, Auditing, Access, Analysis, Data Analysis, Accounting, Economics, Microsoft Excel, Budgets, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Arts (M.A.), International Finance and Economics
Central University of Finance and Economics 2006 — 2010
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities, 90
PwC September 2014 - Present
Rothstein Kass (acquired by KPMG) January 2014 - June 2014
Meyers Brothers Kalicka, P.C. June 2013 - October 2013
Edelstein & Company, LLP January 2013 - April 2013
State Street November 2011 - January 2013
Suffolk University September 2010 - December 2012
Harvard Management Company May 2011 - August 2011
Trudeau & Trudeau Associates, Inc. September 2008 - February 2010
Skills
Financial Reporting, External Audit, Hedge Funds, Asset Management, Alternative Investments, Private Equity, Business Valuation, Financial Modeling, Cost Accounting, Tax Compliance, Financial Analysis, Budgeting, Valuation, Corporate Finance, Accounting, Financial Accounting, Bloomberg, US GAAP, Cash Flow, Financial Statements, QuickBooks, GAAP, Financial Audits, Tax Preparation, General Ledger, Internal Controls, Financial Services, Payroll, Corporate Tax, SEC filings, Finance, Sarbanes-Oxley Act, Auditing, SEC Filings
Education
Suffolk University - Sawyer Business School
Master's degree, Accounting
Suffolk University - Sawyer Business School
Master's degree, Taxation
Brandeis University 2007 — 2009
M.A., International Economics and Finance
Guangdong University of Technology
Bachelor's degree, Electrical and Electronics Engineering
State Street July 2010 - July 2012
Education
Brandeis University 1980 — 1984
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
State Street December 2014 - Present
Mercer October 2013 - November 2014
Mercer October 2012 - October 2013
Mercer October 2009 - October 2012
Skills
HRIS, Employee Benefits, COBRA, Benefits Administration, Microsoft Word, Human Resources, Outlook, Siebel, Microsoft Excel, PowerPoint, Open Enrollment, Project Management
Education
Brandeis University 2003 — 2007
Bachelor's degree, Economics
State Street May 2012 - Present
H and R Block December 2009 - May 2010
Pope Nursing Home September 2003 - December 2009
Coca Cola May 2005 - August 2005
Education
Bridgewater State College
Bachelor's degree, Accounting/Finance
Archbishop Williams High School 2000 — 2004
State Street September 2012 - Present
Brandeis University June 2008 - May 2012
Aramark June 2008 - May 2012
Fairmont Copley Plaza May 2007 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, GAAP, SEC, Financial Analysis, Economics, Sociology, Mutual Funds, Yield Management, Account Reconciliation, Corporate Finance
Education
Brandeis University 2008 — 2012
Bachelor's Degree, Sociology, Economics
State Street June 2015 - Present
Education
Bowdoin College 2013 — 2017
Economics
New York University 2014 — 2014
Economics
Deerfield Academy 2009 — 2013
State Street 2011 - Present
State Street 2008 - 2011
State Street 2005 - 2008
State Street 2002 - 2005
Skills
Project Management, Strategic Planning, Quality Assurance, Customer Service, Risk Management, Cross-functional Team..., Risk Assessment, Business Process..., Reporting & Analysis, Finance, Business Analytics, Communication, Operations Management, Mutual Funds, Microsoft Office
Education
Bridgewater State University
Bachelor of Science (B.S.), Psychology, Education