State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Homeland Security Investigations (HSI) - Boston, MA September 2008 - Present
Homeland Security Investigations (HSI) - New York (former United States Customs Service) October 2001 - September 2008
State Street June 1999 - October 2001
Skills
Criminal Investigations, Homeland Security, Financial Crimes..., Team Leadership, Surveillance, Counter Surveillance, Counter-narcotics, Incident Response, Leadership, Anti Money Laundering, Strategic Partnerships, Microsoft Office, Microsoft Word, Project Management, Defensive Tactics..., Weapons & Tactics..., Social Media, Corporate Security, Corporate Internal..., Fraud Investigations, Fraud Detection, Executive Protection, Task Force Management, Task Force, Federal Law Enforcement, Law Enforcement..., Law Enforcement..., Evidence, Investigation, Fraud, Criminal Justice, Law Enforcement, Private Investigations, Internal Investigations, Intelligence
Education
Suffolk University 1998 — 1999
Master's Degree, Criminal Justice
Bridgewater State University 1993 — 1997
Bachelor's Degree, Sociology/Criminology
Boston College High School 1989 — 1993
High School
CISCRP August 2014 - May 2015
CISCRP October 2013 - July 2014
Brandeis University September 2013 - December 2013
eMuze Connect May 2013 - August 2013
Brandeis University January 2012 - January 2013
Brandeis University September 2011 - September 2012
State Street June 2012 - August 2012
Brown University June 2011 - August 2011
Skills
Investments, Portfolio Management, Valuation, Music, Composition, Data Analysis, Research, Public Speaking, Mutual Funds, Non-profits, Event Planning, Fundraising, Stata, Economics, Nonprofits, Community Outreach, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Teaching
Education
Brown University 2015 — 2019
Doctor of Medicine (MD)
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.) Magna Cum Laude, Economics, GPA: 3.77
Barrington High School 2006 — 2010
State Street 2015 - Present
Skills
Microsoft Office, Sales, Customer Service, Facebook, Fundraising, Teamwork, Economics, Financial Analysis, Corporate Finance, Financial Modeling, Social Networking, Market Research
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.)
Danish Institute for Study Abroad 2013 — 2013
Deerfield Academy 2007 — 2011
Cohen Milstein Sellers & Toll PLLC February 2013 - August 2014
American Constitution Society September 2012 - February 2013
Morelli Ratner PC August 2011 - June 2012
State Street June 2010 - August 2010
Skills
Lexis, Politics, Policy Analysis, Legal Research, Political Science, Public Policy, Legal Writing
Education
Brown University 2014 — 2020
Doctor of Philosophy (Ph.D.), Political Science
UC Berkeley 2007 — 2011
BA, Political Science
State Street Bank June 2009 - Present
State Street July 2007 - June 2009
State Street August 2006 - July 2007
Stoughton Extended Day November 2002 - August 2006
Skills
Fund Accounting, Mutual Funds, Bloomberg, Financial Analysis, Finance, Financial Reporting, Accounting, Account Reconciliation, Microsoft Excel, Financial Services, Time Management, Microsoft Office, Process Improvement, Investments, Securities, Analysis, Fixed Income, Internal Controls, Microsoft Word
Education
Bridgewater State University 2002 — 2006
B.S., Accounting and Finance
Central Catholic High School 1998 — 2002
Coldwater Creek November 2014 - Present
Commonwealth Restaurant and lounge October 2007 - October 2015
Otis & Ahearn Real Estate October 2013 - October 2014
Law Office of Gerard S. Mcauliffe December 2012 - November 2013
State Street May 2008 - July 2011
Skills
Working Knowledge of..., Corporate State Statute..., Public policy research, Extensive knowledge of..., Opening and managing..., Excellent communication..., Legal Writing, Accounting, Policy Research, Customer Service, Teamwork, Real Estate, Real Estate Transactions, Time Management, Negotiation, Due Diligence, Sales, Marketing, Real Estate Financing, Finance, Portfolio Management, Relocation
Education
Suffolk University 2011 — 2012
Legal Studies, Paralegal Certificate
Bridgewater State College 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
Union Bank February 2014 - Present
Banc Of Manhattan/Capital May 2009 - January 2014
IMPAC February 2005 - March 2008
State Street August 2001 - December 2004
Skills
Residential Mortgages, Loan Pricing, Mortgage Trading, Complex Excel Modeling, Team Leadership, Pricing Analysis, Contract Negotiations, Secondary Marketing, Mortgage Banking, Mortgage Lending, ABS, Secondary Market, Contract Negotiation, Finance, Securitization, Credit, Loans
Education
Brown University 1997 — 2001
Bachelor's degree, Biology, General
Choate Rosemary Hall 1994 — 1997
Adobe March 2014 - Present
Goldman Sachs January 2011 - February 2014
State Street March 2008 - December 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Budgets, Forecasting, PowerPoint, Analytics, Market Research, Contract Negotiation, Public Speaking, Operations Management, Cross-functional Team..., Social Media, Sales, Salesforce.com, Leadership, CRM, SaaS, Strategic Partnerships
Education
Brigham Young University - Idaho 2003 — 2007
Bachelors, Business, Finance, Communications
Alta High School 1998 — 2000
The Cadmus Group June 2011 - Present
Environmental Health & Engineering June 2010 - August 2010
Environmental Health & Engineering May 2009 - August 2009
State Street June 2008 - August 2008
Skills
ArcGIS, Remote Sensing, Python, Spatial Analysis, ENVI, NumPy, GIS, IDL, Microsoft Office, Adobe Creative Suite, Web Design, Photoshop, InDesign, network analyst
Education
Brown University 2007 — 2011
Bachelor of Science (B.S.), Environmental Science
Phillips Exeter Academy 2003 — 2007
State Street April 2014 - Present
StonehamBank August 2013 - January 2014
Coastway Community Bank October 2012 - August 2013
Bryant University September 2011 - August 2012
Gem Plumbing, Heating & Electric January 2012 - May 2012
Stop & Shop April 2010 - September 2011
The Examiner September 2009 - December 2009
CampusLIVE Inc September 2008 - May 2009
Dean College May 2007 - August 2007
Skills
Public Speaking, Marketing, Analysis, Microsoft Word
Education
Bryant University 2011 — 2012
MBA, 3.3
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2009
B.S., Sport Management, 3.6
Eagle Investment Systems March 2014 - Present
Eagle Investment Systems October 2013 - February 2014
State Street October 2002 - February 2013
State Street February 1999 - September 2002
State Street June 1996 - January 1999
Brown Brothers Harriman September 1994 - May 1996
Blue Cross & Blue Shield of Rhode Island December 1992 - August 1994
Skills
Requirements Analysis, Oracle, SQL, Report Development, Report Design, Jasper Reports, Actuate Reporting, Crystal Reports, Metadata Management, Business Analysis, Sybase, SDLC, Data Analysis, Program Management, Requirements Gathering, Quality Assurance, Data Modeling, Data Warehousing, Data Migration
Education
Brown University
Bachelor of Arts (BA)
Quorum Federal Credit Union April 2015 - Present
State Street December 2014 - April 2015
Woodfield Country Club October 2013 - January 2014
Persist Förvaltning AB December 2007 - April 2012
MatchbookFX Holdings Inc. October 1999 - July 2001
Swedbank March 1993 - March 1999
Forsta Sparbanken January 1988 - March 1993
Wermlandsbanken March 1981 - December 1987
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, FX Trading, Electronic Trading, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Bachelor of Applied Science (BASc), Accounting, 3.431
Brookdale Community College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General, 4.0
Self Employed 2009 - Present
State Street September 2007 - March 2009
Allied Barton Security August 2004 - September 2007
Walgreens March 2002 - June 2004
Accountemps September 1999 - September 2001
Skills
MS Office, Quickbooks, Peachtree, Accounting, Excel, Customer Service, PowerPoint, Word, Financial Accounting, Research, Management Consulting, Financial Management, Accounts Receivable, Retail, Critical Thinking, Access, Reconciliation, Business Strategy, Problem Solving, Business Management, Small Business, Management, Account Reconciliation, Microsoft Office, Microsoft Excel, Nonprofits, Coaching, Marketing, Leadership, Public Speaking, Managerial Finance, Microsoft Word, Writing, Editing, Human Resources, Sales, Start-ups, Organizational..., Analysis, Marketing Strategy, Leadership Development, Team Building, Administration, Team Leadership, Social Networking
Education
Bridgewater State College 2009 — 2013
Master of Science earned, Management Program
University of Massachusetts 2001 — 2008
Bachelor of Science earned, Management
Bank of America August 2012 - July 2015
Bank of America October 2003 - January 2013
State Street June 1992 - July 2003
Skills
Banking, Retail Banking, Customer Service, Credit, Management, Call Centers, Sales, Time Management, Training
Education
University of Massachusetts Dartmouth 1981 — 1984
Business, Management, Marketing, and Related Support Services
Bristol Community College 1979 — 1981
Associate of Arts (AA), Pre-Professional Studies
Committee to Elect Debra Betz January 2012 - Present
Town of Plymouth May 2007 - Present
Law Offices of Jerry Congdon Esq March 2009 - May 2011
Self Employed May 2006 - May 2011
Self employed June 2002 - May 2011
Rising Tide Public Charter School January 2008 - May 2008
Cub Scouts 2004 - 2008
Hedge Elementary School, Plymouth MA 2001 - 2008
Quincy College June 2007 - July 2007
State Street November 1993 - August 2001
Skills
Collaborative Problem..., Innovative Thinking, Data Entry, Web Design, PowerPoint, Microsoft Excel, Microsoft Office, QuickBooks, Management, Outlook, Non-profits, Research, Public Speaking, Microsoft Word
Education
CADCA Mid year training institute 2011 — 2011
Brigham Young University 1983 — 1988
BS, Geography
Machabeng Interational College, Maseru, Lesotho, Southern 1982 — 1983
The Governor's Academy September 2015 - Present
Kents Hill School June 2013 - September 2015
Kennebec Valley YMCA September 2013 - July 2015
Team Epic July 2012 - March 2013
Bryant University August 2008 - May 2012
Bryant University August 2008 - May 2012
State Street June 2010 - August 2011
Boston Cannons January 2011 - July 2011
Skills
Event Planning, Promotions, Sports, Writing, Press Releases, Ticket Sales, Marketing Communications, Social Media Marketing, corporate sponsorship..., Cpr Certified, First aid, Raiser's Edge, HTML, Vendor Management
Education
Endicott College 2015 — 2016
Master of Education (M.Ed.), Athletic Administration
Maine Media Workshops and College 2014 — 2014
Graphic Design
Bryant University 2008 — 2012
B.A, Communication
St. Thomas Aquinas High School 2004 — 2008
State Street February 2015 - Present
Treasury Board Secretariat, Government of Ontario January 2015 - February 2015
Ontario Ministry of Finance May 2013 - August 2013
Ontario Ministry of Finance January 2013 - April 2013
General Motors May 2012 - August 2012
Ministry of Transportation May 2011 - December 2011
Skills
Financial Analysis, Finance, Financial Reporting, Analysis, Corporate Finance, Time Management, Management, Team Leadership, Accounting, Forecasting, Client Relationship..., Team-oriented, Financial Modeling, Leadership, Economics, Customer Service, Risk Management, Teamwork, Financial Markets, Banking, Auditing, Internal Audit, Organizational..., CRM, Project Management, Human Resources, Budgets, Change Management, Access
Education
Canadian Securities Institute 2015 — 2015
Canadian Securities Course
Brock University 2009 — 2014
Honours Bachelor of Business Administration
Center for Health Information and Analysis April 2015 - Present
State Street Bank April 2012 - April 2015
State Street April 2011 - April 2012
State Street March 2010 - April 2011
State Street July 2008 - March 2010
Skills
Auditing, Financial Reporting, Management, Account Management
Education
Bridgewater State College 2003 — 2008
Bachelors Degree, Accounting
Boles Group March 2014 - July 2014
Celerity November 2013 - February 2014
Dell@Harvard Pilgrim November 2012 - November 2013
APC /Schneider - Electric May 2012 - October 2012
KForce @ Fallon 2011 - 2012
Fallon Community Health Plan 2011 - 2012
Raytheon October 2009 - November 2009
State Street September 2008 - May 2009
Robert Half 2008 - 2009
Market America 2008 - 2009
Education
University of Massachusetts Dartmouth 1972 — 1974
BS MAN, Business Management
Bristol Community College 1970 — 1972
Assoc . Business Management, Management
Green Belt, Villanova University
Villanova University
Master's Certificate, Project Management
BNY Mellon February 2014 - Present
Law Offices of Donald G. Koch August 2012 - 2013
Kiwi Interactive February 2010 - 2012
Weiserbs & Higgins April 2009 - August 2009
Law Office of David Craig Bernstein June 2006 - August 2006
State Street September 2003 - May 2004
Skills
Strategy, Legal Research, Legal Writing, Securities, Litigation, Private Equity, Civil Litigation, Employment Law, Financial Services, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Courts, Corporate Governance, Podcasting, Accounting
Education
NYU School of Law 2011 — 2012
LL.M., Taxation
University of Southern California Law School 2004 — 2007
J.D.
Brown University 2000 — 2003
B.A., Business Economics
Zero Gravity Basketball October 2012 - Present
Old Colony YMCA June 2005 - September 2012
Wheaton College (MA) 2006 - 2007
Bridgewater State University 2001 - 2005
State Street August 1994 - August 2001
Skills
Athletics, Management, Coaching, Customer Service, Time Management, Event Management, Microsoft Excel, Non-profits, System Administration, Microsoft Word, Sports Management, Microsoft Office, Public Relations, Marketing, Team Building, Corporate Finance, Financial Analysis, Financial Reporting, Budget Forecasts, Budget Process, Budget Monitoring, Membership Relations, Membership Development, Nonprofits
Education
Endicott College
Master of Education (MEd), Sports Management
Bryant University 1989 — 1993
BSBA, Accounting
Biogen June 2015 - Present
CIGNA October 2012 - May 2015
Thermo Fisher Scientific June 2012 - November 2012
Fidelity Management and Research Company April 2006 - June 2012
State Street Bank March 1996 - April 2006
State Street 1996 - 2006
Skills
Vendor Management, Bloomberg, Asset Managment, Financial Analysis, Risk Management, Strategic Sourcing, Process Improvement, Outsourcing, Project Management, Program Management, Business Analysis, Pricing
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Bridgewater State University 1988 — 1992
BS, Political Science
Syntel Inc. September 2009 - Present
State Street July 2007 - March 2009
Investors Bank & Trust May 2004 - July 2007
Santeon Inc. January 2003 - February 2004
Digital-Compaq-HP 1996 - 2003
Hewlett-Packard 1986 - 2003
US Navy 1972 - 1995
Electronic Data Systems 1980 - 1984
Skills
PMO, IT Operations, Architecture, Data Center, Software Development, Infrastructure, Financial Services, IT Strategy, Vendor Management, Offshoring, SaaS, Program Management, Outsourcing, Process Improvement, Risk Management
Education
Bryant University
Bachelor of Science (BS)
State Street November 2014 - Present
State Street June 2013 - November 2014
YMCA March 2009 - May 2013
Foxborough Family Practice September 2006 - September 2010
Skills
Management, Time Management, Analysis, Microsoft Excel, Account Reconciliation, Financial Statements, Process Improvement, Auditing, Customer Service, PowerPoint, Problem Solving
Education
Bridgewater State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
State Street October 2013 - Present
State Street May 2011 - October 2013
AECOM November 2010 - January 2012
State Street February 2007 - May 2011
Belcher Cororation LLC June 2004 - January 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Securities, •Fluent in English,..., •Software..., Module, Access,..., Preview for Windows,..., NAV, Bloomberg, On..., •DEA security...
Education
Bridgewater State College 2000 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
State Street August 2006 - Present
Harte-Hanks Direct Marketing 2004 - 2006
State Street February 1998 - June 2004
Skills
Financial Services, SDLC, Business Analysis, Vendor Management, Banking, CRM, Relationship Management, Analysis, Bloomberg, Equities, Mutual Funds, Business Requirements, Fund Accounting, Risk Management, Derivatives, Process Improvement, Fixed Income, Middle Office, Investments, Securities, Global Custody, Corporate Actions, Analytics, FX Options, Finance, Back Office, Asset Management, Bloomberg Terminal, Trading Systems, Account Reconciliation, Alternative Investments, Accounting, Bonds, Client Services, Collateral Management, ETFs, FX trading, Financial Analysis, Financial Reporting, Financial Risk, Fund Administration, Fund Of Funds, Investment Management, Portfolio Management, Securities Lending, Settlement, Swaps
Education
Simmons College 1995 — 1997
Accounting, Accounting, Management
Bristol Community College 1992 — 1995
Accounting, Accounting, Management
State Street September 2014 - Present
State Street April 2012 - September 2014
State Street June 2010 - April 2012
State Street April 2008 - June 2010
Skills
Portfolio Management, Fixed Income, Valuation, Financial Analysis, Bloomberg, Financial Services, Financial Reporting, Alternative Investments, Auditing, Fund Accounting, Accounting, Equities, Mutual Funds, Securities, Investments
Education
Southern New Hampshire University 2013 — 2017
Master of Science (MS), Accounting
Bridgewater State University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Massasoit Community College 2002 — 2004
Business Administration and Management, General
State Street June 2015 - Present
Museum of Science, Boston October 2014 - Present
DTZ December 2014 - March 2015
Apollo International May 2013 - December 2014
Appen May 2014 - August 2014
State Street January 2013 - July 2013
Department of Public Works June 2011 - September 2011
Skills
Financial Services, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Spanish-English, Security, First Aid, Cpr Certified, Critical Thinking, Leadership, Time Management, Analysis, Finance, Compliance, AED, Outlook
Education
Bunker Hill Community College 2013 — 2015
Associate of Arts (AA), Finance, General
Year Up, Inc 2012 — 2013
Financial Operations
Cambridge College 2012 — 2013
Finance and Financial Management Services
Bristol Community College 2012 — 2012
General Equivalency Diploma
State Street February 2015 - Present
M&T Bank July 2014 - February 2015
Zions Bancorporation April 2011 - July 2014
Financial Risk Advisors January 2010 - April 2011
ING July 2009 - September 2009
APX Alarm Security Solutions Inc. April 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints November 2004 - November 2006
Skills
Brazilian Portuguese, Derivatives, Valuation, Analysis, Structured Products, Financial Structuring, Enterprise Risk..., Financial Modeling, Banking, Hedging, Finance
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (BS), Financial Economics
Brigham Young University 2003 — 2004
Bachelor of Science (BS), Economics
Boston Scientific June 2015 - Present
Punchbowl August 2014 - December 2014
State Street June 2014 - August 2014
Covidien May 2013 - May 2014
Skills
Social Media Marketing, Leadership, Sales, Event Planning, Social Media, Marketing, Blogging, Recruiting, PeopleSoft, SuccessFactors
Education
Bryant University 2012 — 2015
Bachelor of Science (B.S.)
Mansfield High School
WGBH Educational Foundation December 2012 - Present
State Street Bank August 2008 - September 2012
State Street August 2007 - August 2008
State Street November 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Auditing, Microsoft Word, Microsoft Office, Lawson, Accounting
Education
Curry College 2008 — 2009
Master's degree, MBA, 3.9
Bridgewater State College 2000 — 2005
Bachelor's degree, Accounting and Finance, 3.398
Suffolk University - Sawyer School of Management
State Street June 2001 - Present
Fluor July 2000 - May 2001
Kinko's 1989 - 2000
Skills
Program Management, Vendor Management, Cross-functional Team..., PMO, Project Management, Risk Management, Leadership, Process Improvement, Business Analysis, Business Intelligence, Outsourcing, Business Process..., Management, Portfolio Management, Training, Financial Services, PMP, Software Documentation, SDLC, Project Planning, Professional Mentoring, Team Leadership, Volunteer Management, Project Portfolio..., Information Technology, Budgets, Analysis, Software Project..., MS Project, Strategic Planning, Governance, IT Strategy, Management Consulting, Fixed Income, Change Management, Security, Financial Risk, Dynamic Communicator, Team Building, Middle Office, Strategy, Engaging Public Speaker, Business Process, Executive Management, IT Management, CRM, Entrepreneurship, Finance, Business Strategy, Coaching
Education
California State University San Marcos
MBA
Brigham Young University 1984 — 1989
BA, English Education with Music and History minors
State Street September 2004 - Present
State Street October 1999 - September 2004
State Street November 1998 - October 1999
State Street September 1997 - November 1998
State Street May 1995 - September 1997
Skills
Auditing, Management, Accounting, Access, Team Building, SharePoint, Microsoft Excel, Data Analysis, Process Improvement
Education
Clark University 1998 — 1999
Certificate, Client Server Development
Bryant University 1983 — 1986
Bachelor of Science Business Administration, Accounting
University of Hartford 1982 — 1983
Music Education; Music Management
Cranston High School West 1980 — 1982
High School Diploma
State Street October 2014 - Present
M&D's Country Kitchen / Papa's Restaurant September 2004 - September 2014
Computopia July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Time Management, Leadership
Education
Bridgewater State College 2011 — 2014
Bachelor's degree, Business Management
Bristol Community College 2009 — 2010
Associate's degree, Business Management
Wentworth Institute of Technology 2007 — 2008
Attleboro High School
State Street July 2014 - August 2015
State Street April 2014 - July 2014
Macy's December 2013 - January 2014
Brown University Dining Services February 2010 - May 2013
Roerig, Oliveira & Fisher LLP June 2009 - January 2013
Skills
Spanish, Event Planning, PowerPoint, Editing, Community Outreach, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Tutoring, File Management, Public Budgeting, Public Relations, Coordinating Events, Teamwork, Research, Interpersonal..., Close Attention to..., Data Entry
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Human Biology
Edinburg High School
The Boston Company July 2013 - Present
The Boston Company April 2010 - August 2013
The Boston Company September 2007 - April 2010
State Street April 2005 - September 2007
Skills
Bloomberg, Corporate Actions, Equities, Securities, Fixed Income, Investments, Asset Managment, Trading, Valuation, Financial Analysis, Wealth Management, Alternative Investments, PowerPoint, Microsoft Office, Financial Services, Finance, Mutual Funds, Portfolio Management, Accounting, Microsoft Excel, Data Analysis, Account Reconciliation, Hedge Funds, Analysis, Financial Statements
Education
Northeastern University 2011 — 2012
Certificate in Advanced Management, 3.4
Bridgewater State College 1999 — 2003
Bachelor of Science (BS), Psychology, 3.4
State Street January 2007 - July 2012
Putnam Investments November 2000 - December 2006
Harbor Tool Supply 1997 - 2000
Skills
Financial Analysis, Fund Accounting, Account Reconciliation, Mutual Funds, Financial Services, Bloomberg, Financial Reporting, General Ledger, Cash Management, Corporate Actions, Securities, Fixed Income, Microsoft Excel, Financial Statements, Accounting, Business Analysis, Accounts Payable, Finance, Settlement, Cash, Accounts Receivable
Education
Bridgewater State College
Bachelor of Science (BS)
Newbury College
A.S., Management
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman January 2010 - April 2015
Brown Brothers Harriman November 2006 - January 2010
State Street August 2004 - November 2006
State Street July 2003 - August 2004
State Street May 2001 - July 2003
Skills
Leadership and Training, Microsoft Office, Lotus Notes, Mobile Applications, Public Speaking, Strategic Public..., Advertising, Integrated Marketing..., Outstanding Client..., Employee Coaching and..., Crisis Communication, Business Writing, AP (Associated Press)..., Financial Services, Bloomberg, Leadership, Client Services, Training, Asset Management, Management
Education
Suffolk University 2003 — 2006
Master of Arts, Public Relations and Advertising
Bridgewater State College 1996 — 2001
Bachelor of Science
Cardinal Spellman High School 1992 — 1996
State Street 2011 - Present
Skills
SharePoint, Project Management, Management, Access, Accounting, Leadership, Business Analysis, Portfolio Management, Financial Services, Training, Fund Accounting, Process Improvement, Risk Management, Banking, Mutual Funds, Project Planning
Education
Bridgewater State University 1986 — 1991
Bachelor of Science, Major: Business Management, Minor: Psychology
Archbishop Williams High School 1983 — 1986
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. December 2003 - Present
Stephens Investment Management 2009 - 2015
Grimes & Company 2011 - 2012
Goodwin Procter LLP 2011 - 2012
State Street 2010 - 2011
Boston Scientific December 2005 - March 2008
Putnam Investments January 1998 - 2003
Putnam Investments 1998 - 2003
Skills
SEO, Brand Development, Marketing Strategy, E-commerce, Marketing Communications, Social Media Marketing, Creative Strategy, Digital Marketing, Digital Media, Business Development, CRM, Strategic Partnerships, Creative Direction, Digital Strategy, Marketing, Entrepreneurship, Financial Services, Management, Product Management, Start-ups, Advertising, User Experience, Salesforce.com, Strategy, B2B, Social Media, PPC, Interactive Marketing, New Business Development, Content Strategy, Mobile Devices, Web Marketing, Web Design, Leadership, Email Marketing, B2B Marketing, Integrated Marketing, Analytics, Web Analytics, Lead Generation, Online Marketing
Education
Rhode Island School of Design 1979 — 1983
BFA, Semiotics, Graphic design, marketing
Brown University 1979 — 1983
Courses as part of RISD degree, Business, linguistics
Communications professional seeking new opportunity July 2015 - Present
Vistaprint October 2014 - June 2015
Iron Mountain August 2013 - October 2014
State Street April 2011 - July 2013
Biogen Idec July 2004 - April 2010
State Street February 2002 - July 2004
State Street Bank June 1997 - February 2002
Skills
Event Planning, Internal Communications, Strategic Planning, Marketing, Strategic Communications, Corporate Communications, Marketing Communications, Social Media, Project Management, Crisis Communications, Editing, Social Networking, Newsletters, Brand Development
Education
Bridgewater State University 1997 — 2002
BA, Communications Studies, Minor in PR and Business
Sturdy Memorial Hospital December 2008 - Present
Coastal Medical July 2011 - March 2014
JPMorgan Chase & Co. May 2001 - June 2002
JPMorgan Chase & Co. January 2000 - April 2001
JPMorgan Chase & Co. July 1998 - December 2000
State Street January 1998 - June 1998
Skills
Teamwork, Microsoft Office, QuickBooks, Quicken
Education
Bridgewater State University 2014 — 2015
Graduate Studies, Accounting
Massasoit Community College 2007 — 2008
Polysomnography
University of Massachusetts Boston 1992 — 1998
Bachelor's Degree, Business Administration and Management, General
Hyde Park High 1990 — 1992
State Street January 2015 - Present
State Street December 2013 - January 2015
State Street February 2012 - December 2013
State Street June 2010 - February 2012
State Street Bank January 2010 - June 2010
Putnam Investments December 2008 - September 2009
M.B.C. Recovery January 2006 - January 2008
Skills
Mutual Funds, Investments, Relationship Management, Finance, Risk Management, Business Analysis, Asset Managment, Financial Services, Portfolio Management, Financial Analysis, Equities, Bloomberg, Banking, Fixed Income, Sales, Vendor Management, Customer Service, Pricing, Process Improvement, Data Analysis, Market Data, Microsoft Excel, Microsoft Office
Education
Bridgewater State University
Bachelors; Accounting and Finance
Mercer September 2015 - Present
State Street January 2014 - September 2015
State Street November 2012 - January 2014
State Street April 2011 - November 2012
Mercer Investments September 2010 - April 2011
Stop & Shop January 2010 - September 2010
Skills
Fund Accounting, Bloomberg, Mutual Funds, Money Market Funds, Fund Of Funds, Equities, Derivatives, Financial Services, Bonds, Asset Management, ETFs, Swaps, Foreign Exchange, Accounting, Securities Lending, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Finance, Customer Service
Education
Bridgewater State College 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
State Street March 2015 - Present
Furnace Brook Golf Club June 2014 - December 2014
Pure Hockey September 2006 - May 2014
State Street December 2012 - December 2013
State Street June 2013 - August 2013
State Street June 2011 - December 2012
State Street December 2010 - January 2011
State Street June 2010 - August 2010
State Street June 2008 - August 2008
Education
Bridgewater State University 2010 — 2014
Sensible Financial Planning and Management February 2015 - Present
State Street January 2013 - February 2015
Boston Institute of Finance April 2012 - November 2012
Aflac January 2011 - November 2011
Williams Lea November 2007 - March 2010
Mercury Business Services 2005 - 2007
Sharon Merrill Associates 2002 - 2002
Education
Northeastern University 2000 — 2005
BA, Economics
Bryant University 2014 — 2015
Online Certificate in Financial Planning, Financial Planning
State Street 2014 - Present
State Street January 2013 - July 2014
BNY Mellon August 2010 - June 2011
PNC 2006 - August 2010
Pyramid Construction December 2005 - September 2006
Skills
Bloomberg Terminal, Fund Accounting, Fixed Income, Equities, Mutual Funds, Financial Services, Financial Analysis
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Management, Economics
JPMorgan Chase January 2014 - Present
Bank of New York Mellon July 2007 - Present
Standish Mellon Asset Management August 2005 - July 2007
State Street January 2004 - August 2005
State Street September 2000 - January 2004
Skills
Fund Administration, Fund Accounting, Fixed Income, Corporate Trust, Bloomberg, Mutual Funds, Global Custody, Equities, Securities, Hedge Funds, Derivatives, Advent
Education
Bridgewater State College
Family Wine Merchants September 2012 - Present
Brown-Forman February 2011 - September 2012
E. & J. Gallo Winery October 2006 - February 2011
State Street February 2006 - October 2006
Apotex Inc. Pharmaceuticals November 2003 - February 2006
Skills
Wine Tasting, Sales, Marketing Strategy, Wine, Alcoholic Beverages, Management, Marketing, Key Account Development, Sales Management, Retail, Brand Management
Education
Goodman School of Business 2014 — 2014
Professional Management Certificate, Business Analytics
Brock University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
State Street September 1996 - Present
Skills
Global Custody, Fund Accounting, Business Transformation, Project Management, Back Office, Manage Client..., Financial Services, Business Analysis
Education
Brock University 1991 — 1995
Bachelor of Accounting
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Blue Cross Blue Shield of Massachusetts February 2013 - June 2013
Blue Cross Blue Shield of Massachusetts May 2012 - February 2013
Michael J Raymond Cpa January 2012 - May 2012
State Street 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle Applications, Concur, Cognos
Education
Bridgewater State University 2014 — 2017
Master's degree, Business Administration and Management, General
Bridgewater State University 2008 — 2012
Bachelor's degree, Accounting and Finance
RWhite Electric Co. June 2009 - February 2015
Cutler & Associates LLP January 2015 - 2015
Ace Ticket, Inc. 2014 - 2014
State Street January 2013 - 2013
USIS January 2009 - June 2009
Skills
Oracle, PeopleSoft, Concur, Microsoft Dynamics GP, Microsoft Dynamics NAV, QuickBooks, Expense Reports, Data Analysis, Account Reconciliation, Financial Accounting, Accounts Receivable, Accounts Payable, Auditing, Financial Audits, Microsoft Office, SPSS, Internal Investigations, PowerPoint, Microsoft Excel, Accounting, Leadership, Outlook, Finance, Access
Education
Southern New Hampshire University 2012 — 2014
Master's Degree, Accounting, 3.75
Bridgewater State College 2005 — 2009
Bachelors of Science, Criminal Justice and Accounting
State Street October 2014 - Present
State Street Global Exchange September 2013 - September 2014
State Street Global Markets April 2011 - September 2013
State Street Global Markets February 2010 - April 2011
State Street Global Markets November 2008 - January 2010
State Street Global Markets January 2008 - October 2008
Rock Crest Capital June 2006 - September 2006
American International Group April 2002 - March 2004
Bloomberg January 2000 - April 2002
Skills
Capital Markets, Equities, Corporate Finance, Credit Risk, Fixed Income, Risk Management, Hedge Funds, Equity Research, Mutual Funds, Bloomberg, Financial Services, Relationship Management, Asset Management, Economics, Equity Derivatives, Financial Markets, International Sales, Derivatives, Currency, Alternative Investments, Econometrics, Series 7, Series 63, Investment Management, Emerging Markets, Valuation, Financial Modeling, Business Development, Transition Management, ETFs, Foreign Exchange, Latin America, Spanish, Italian, Portuguese
Education
Columbia University in the City of New York 2004 — 2007
Bachelor of Arts, Economics
Brown University
Organizational Behavior and Management
J. Jill July 2014 - Present
State Street Bank November 2012 - July 2014
Cambridge Associates, LLC. February 2009 - November 2012
Beacon Partners September 2008 - February 2009
Beacon Partners, Inc. March 2004 - August 2008
EDS 2004 - 2004
RREEF 2001 - 2004
Cabot Properties 2001 - 2004
State Street 1998 - 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Budgets, Finance, General Ledger, Variance Analysis, Accounts Receivable, Accounts Payable, Process Improvement, Account Reconciliation, Analysis, Payroll, Forecasting, Financial Statements, Financial Accounting, Microsoft Excel, Managerial Finance, Financial Statement..., Access, Corporate Finance, Year-end Close, Outlook, Essbase, Microsoft Office, PowerPoint, Internal Controls, Cash Flow
Education
Bridgewater State College 1992 — 1998
Bachelor of Science, Accounting / Finance
Every One Counts, Inc. 2010 - Present
RBM Ventures 2008 - Present
Sundance Skilled Nursing 2013 - 2015
Sundance Skilled Nursing 2013 - 2015
Madison Partners 2013 - 2013
Wave Wealth Management LLC April 2006 - April 2011
State Street February 2005 - April 2006
Skills
Wealth Management, Fixed Income, Securities, Investments, Financial Analysis, Statistics, Multivariate Statistics, Operations Management, Sales Management, Microsoft Excel, Venture Capital, Private Equity, Portfolio Management, Leadership, Organizational Culture, Financial Modeling, Series 63, Bloomberg, Asset Allocation, Mutual Funds
Education
Brigham Young University 2001 — 2004
Bachelor's degree, Economics
Covina High School
Goldman Sachs August 2014 - Present
DB Residential LLC January 2011 - July 2014
State Street June 2008 - February 2012
BYU Marriott School of Management August 2006 - April 2008
Business Objects August 2007 - September 2007
Skills
Distressed Real Estate, Research, Valuation, Data Analysis, Budgets, Cost Accounting, Investor Relations, Financial Modeling, Real Estate Transactions, Interest Rate Swaps, Finance, Financial Analysis, Commodity, Credit, FX Options, Settlement, Microsoft Office, CDS, Equities, Swaps, Real Estate, Investments, Mutual Funds
Education
Southern Methodist University
Master of Business Administration (MBA)
Brigham Young University 2001 — 2008
Bachelor of Science, Corporate Finance
Brigham Young University 2001 — 2008
Minor, Spanish
Sullivan Solar Power January 2000 - Present
State Street January 2001 - January 2004
Education
Bridgewater State University 1998 — 2001
BS, Business Administration/Science
State Street April 2015 - Present
State Street July 2007 - Present
Investors Bank & Trust 2005 - 2007
Skills
Fund Accounting, Fixed Income, Equities, Securities, Leadership
Education
Bridgewater State University 2000 — 2005
State Street April 2012 - Present
ING North America August 2005 - June 2010
ING North America March 1997 - August 2005
American Express February 1990 - March 1997
Skills
Client Services, Word, Auditing, Outlook, Problem Solving, Open Enrollment, COBRA Administration, Flexible Spending..., COBRA, Benefits Communication, Group Medical, Vendor Relations, Customer Service, Documentation, Spreadsheets, Profit Sharing, ESOP, Defined Benefit, Benefit Administration, Microsoft Word, Benefits Administration, 401k, Software Documentation, Vendor Management, Retirement, Employee Benefits, Business Analysis, Process Improvement, Outsourcing, Call Centers, Insurance, CRM, Leadership
Education
Florida State University 1984 — 1986
Bachelor of Science, Fashion Merchandising
Broward Community College 1981 — 1984
Associates Degree, General Studies
North Miami Beach Senior High 1979 — 1981
High School Diploma, General degree
Acadian Asset Management January 2015 - Present
Acadian Asset Management January 2014 - December 2014
Acadian Asset Management January 2013 - December 2013
Acadian Asset Management April 2011 - December 2012
Arrowstreet Capital October 2007 - April 2011
State Street October 2004 - September 2007
Skills
Equities, Bloomberg, Investments, Asset Managment, Financial Modeling, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Securities, Valuation, Asset Management, Trading, Investment Management, Financial Services, Alternative Investments
Education
Brown University 2000 — 2004
B.A., Psychology
Varden Technologies January 2011 - Present
Fidelity Investments November 2005 - January 2011
State Street 2004 - 2005
Skills
Visual Basic, Windows, Oracle, Integration, Database Design, PL/SQL, Unix, Process Improvement, Project Management, Data Modeling, SQL, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
Masters, Business Adminstration
Bridgewater State University 2000 — 2004
The City of Calgary September 2008 - Present
State Street Billing clerkTST OverlandJanuary 2006 - July 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Valuation, Equities, Corporate Finance, Fixed Income, Accounting, Derivatives, Investments, Finance, Strategic Financial..., Portfolio Management, Mutual Funds
Education
Brock University 1987 — 2002
B.B.A, Finance
Transamerica Life Canada March 2009 - Present
Citigroup February 2007 - March 2009
State Street March 2006 - February 2007
Dynamic Mutual Funds Ltd. February 2004 - March 2006
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Internal Controls, Variance Analysis, Process Improvement, Business Analysis, Fund Accounting, Financial Accounting, Financial Statements, Insurance, Fund Administration, Account Reconciliation, Investment Fund...
Education
Concordia University 2004 — 2007
MBA, Investment Management
Brock University 2003 — 2003
Master Degree, Accounting
State Street Bank January 2014 - Present
State Street October 2010 - December 2013
State Street November 2006 - September 2010
Liberty Mutual Insurance June 2006 - November 2006
State Street September 2004 - June 2006
State Street October 1996 - June 2006
Skills
Training, Financial Analysis, Leadership, Financial Modeling, Risk Management, Accounting, Finance, Bloomberg, Banking, Equities, Forecasting, Financial Reporting, Valuation, Strategic Financial..., Corporate Finance, Financial Services, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Financial Planning, Analysis, Account Reconciliation, Variance Analysis, Management, Business Analysis
Education
Suffolk University - Sawyer Business School 2001 — 2003
MA, Finance
Bridgewater State University 1996 — 2001
BA, Accounting
State Street June 2012 - Present
HSBC Securities Services April 2010 - July 2012
PNC Global Investment Servicing June 2008 - April 2010
BNP Paribas Securities Services August 2005 - May 2008
Omgeo 2002 - 2005
Citigroup 1993 - 2001
Skills
Business Development, Hedge Funds, Fixed Income, Alternative Investments, Equities, Global Custody, Financial Services, Securities, Financial Markets, Investments, Fund Administration
Education
Brunel University London
Bachelor of Science (BSc), Math with Computer Science
Comfort Keepers August 2014 - Present
Circles February 2008 - August 2014
Circles May 2005 - August 2014
Circles May 2005 - August 2014
State Street June 1995 - May 2005
Skills
Team Building, Management, Process Improvement, Coaching, Call Centers, Vendor Management, Performance Management, Customer Experience, Time Management, Operations Management
Education
Brock University 1994 — 1995
Bachelor of Education, Business Administration and Management, General
McMaster University 1991 — 1994
Honours Bachelor of Commerce, Marketing, Organizational Behaviour and Accounting
State Street April 2014 - Present
State Street Bank August 2007 - Present
State Street Bank & Trust Company July 2005 - August 2007
Computershare March 2000 - June 2005
Skills
Financial Services, Financial Analysis, Financial Reporting, Banking, Risk Management, SDLC, Account Reconciliation, Customer Service, Team Leadership, Cross Functional Team..., Leadership Development, Operations Management, Organizational..., Client Relations, Change Management, Cross-functional Team..., Operational Risk, Finance, Microsoft Excel
Education
Bridgewater State College 2000 — 2005
Business, Operations Management
Norton High School 1996 — 2000
VFI Corporate Finance June 2014 - Present
Morgan Stanley November 2013 - May 2014
United Security Financial April 2013 - November 2013
Morgan Stanley Wealth Management April 2010 - April 2012
State Street July 2007 - February 2010
ModusLink July 2006 - July 2007
Wells Fargo May 2005 - June 2006
Les Moulins D'Haiti 2000 - 2001
Skills
Forecasting, Business Strategy, Corporate Finance, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Accounting, Financial Reporting, Customer Service, SEC filings, VBA, Strategic Planning, Microsoft Office, Microsoft Excel, Internal Controls, PowerPoint, Financial Accounting, Risk Management, Analysis, Managerial Finance, Valuation, Management, Investments, Portfolio Management, Leadership, Public Speaking, Bloomberg
Education
Brigham Young University 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Brigham Young University 2003 — 2007
BS, Corporate Finance
Softpak Financial October 2013 - Present
UPS February 2013 - April 2013
Google April 2011 - May 2012
ITA Software October 2009 - April 2011
State Street April 1988 - February 2009
State Street 1988 - 2009
Skills
Unix, IT Operations, Change Management, Technical Support, Operations Management, IT Service Management, DNS, Team Leadership, Networking, Customer Service, Servers, Firewalls, BMC Remedy, Telecommunications, Microsoft SQL Server
Education
Bridgewater State College
Computer Science
State Street July 2013 - Present
BostonCoach January 2006 - April 2012
Sun Life Financial January 1999 - December 2004
Foxboro Company October 1981 - January 1999
Skills
Vendor Management, Call Center, Servers, Business Analysis, Integration, Requirements Analysis, Process Improvement, Leadership, Networking, MS Project
Education
Bristol Community College 1985 — 1989
Assoc, Business
State Street January 2001 - 2012
Merrill Lynch Investment Managers 1990 - December 2000
Skills
Fund Accounting, Mutual Funds, Accounting, Equities, Financial Services, Fixed Income, Bloomberg, Asset Management, Hedge Funds, Securities, Derivatives, Portfolio Management, Fund Administration, Bonds, Alternative Investments, Options, Corporate Actions, Back Office
Education
Thomas Edison State College 2014 — 2015
Registered Nursing/Registered Nurse
Brookdale Community College 2013 — 2014
Pre-Nursing Studies
Rider University
MBA, Finance
Saint Joseph's University
BS, Accounting & Finance
State Street February 2011 - Present
State Street August 2010 - February 2011
State Street February 2010 - August 2010
Centinel Financial Group August 2009 - February 2010
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Finance, Legal Studies
Navient October 2013 - Present
CSC April 2011 - September 2013
U.S. Department of the Treasury October 2009 - October 2010
State Street August 2008 - October 2009
US Airways September 2004 - July 2008
McGuireWoods April 1999 - July 2003
Kilpatrick Stockton March 1997 - April 1999
Pension Benefit Guaranty Corporation October 1994 - March 1997
Skills
ERISA, Employee Benefits, Qualified Retirement..., High Deductible Health..., Health Savings Accounts, HIPAA, Cafeteria Plans, Flexible Spending..., COBRA, Executive Pay, Deferred Compensation, 409A, Corporate Governance, Securities, Employment Law, FMLA, WARN, Legal Research, Legal Writing, Affordable Care Act, 401k
Education
University of Michigan Law School 1991 — 1994
J.D.
Brown University 1990 — 1991
A.M.
Grinnell College 1985 — 1988
B.A.
CIBC Mellon July 2015 - Present
State Street September 2013 - Present
State Street Corporation April 2011 - September 2013
State Street Corporation June 2008 - April 2011
Skills
Bloomberg Terminal, Reuters, Credit Derivatives, Valuation, Derivatives, Analysis, Bloomberg, Financial Services, Fund Accounting, Account Reconciliation, Accounting, Auditing, Equities, Financial Risk, Fixed Income, Financial Analysis
Education
Brock University 2003 — 2008
Business Administration
Brock University
Bachelor, Business Administration; Business Management program
NRX Logistics January 2014 - Present
State Street July 2001 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Bridgewater State University 1997 — 2001
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
State Street 2011 - Present
Harvard Business School Publishing 2008 - 2011
Skills
Financial Reporting, Oracle E-Business Suite, Financial Accounting, ERP
Education
Brown University
MS, Economics
The University of Chicago
MS, Financial Math
State Street January 2005 - Present
Skills
Financial Analysis, Business Analysis, Equities, Fixed Income, Bloomberg
Education
Bridgewater State University 1985 — 1989
BS, Management
State Street March 2013 - Present
State Street March 2004 - March 2013
Boston Financial Data Services August 1998 - February 2004
Boston Medical Center 1995 - 1998
Skills
Talent Acquisition, Recruiting, Talent Management, Human Resources, Personnel Management, Onboarding, Applicant Tracking..., Succession Planning, PeopleSoft, HRIS, College Recruiting, Performance Management
Education
Northeastern University 1991 — 1992
Master of Science (M.S.), Human Resources Counseling
Bridgewater State College 1987 — 1991
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Bank of Montreal 2011 - Present
Ontario Teachers' Pension Plan 2007 - 2011
State Street 2001 - 2007
Skills
Equities, Investments, Valuation, Fixed Income, Financial Analysis, Derivatives
Education
Brock University
BBA, Finance
Forum Staffing, JP Morgan Chase February 2013 - August 2013
State Street February 2012 - November 2012
Boston Financial Data Services July 2004 - November 2010
Federated Investors October 2000 - July 2004
Federated Investors August 1999 - October 2000
Federated Investors April 1993 - August 1999
Skills
AML, KYC, OFAC, Bank Secrecy Act, Leadership
Education
Bridgewater State University 1983 — 1987
BA, English
B.C. High 1979 — 1983
College Prep
State Street September 2014 - Present
State Street January 2012 - Present
State Street May 2006 - December 2011
Bank of America 2004 - 2005
Fleet Financial Group 1998 - 2004
Fleet Financial Group 1988 - 1998
Skills
Risk Management, Credit Risk, Enterprise Risk..., Operational Risk, Banking, Capital Markets, Derivatives, Business Analysis, Basel II, Team Leadership, Project Management, Process Improvement, Regulatory Analysis, Basel III, Presentations, Foreign Exchange Risk..., Business Requirements, Information Delivery, Reporting, Economics, Documentation, Financial Risk
Education
Brown University 1984 — 1988
BS, Honors, Phi Beta Kappa, Economics, Organizational Behavior/Management
University of Rhode Island
MBA, Business Administration and Management, General
State Street October 2014 - Present
State Street January 2007 - Present
State Street January 2004 - January 2007
State Street October 2001 - January 2004
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Analysis, Corporate Actions, Financial Services, Derivatives, Accounting, Global Custody, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook
Education
Suffolk University - Sawyer Business School 2003 — 2007
Masters, Business Administration
Brown University 1997 — 2001
Bachelor of Arts, Business Economics
Governor Dummer Academy 1993 — 1997
High School
Governor Dummer Academy 1993 — 1997
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
State Street June 2008 - Present
Education
Brown University 2004 — 2008
First Allied Securities, Inc. September 2014 - Present
State Street June 2013 - August 2014
State Street January 2013 - June 2013
State Street February 2008 - January 2013
Skills
Fixed Income, Analysis, Valuation, Equities, Financial Analysis
Education
Brown University 2002 — 2006
Citigroup May 2008 - Present
Citigroup July 2007 - May 2008
Citigroup August 2005 - June 2007
State Street 2003 - 2005
Skills
Six Sigma, Fund Administration, Hedge Accounting, Hedge Funds, New Client..., Fund Accounting, Middle Office, Global Custody, CRM, Cash Management, Corporate Actions, Alternative Investments, Bloomberg, Fixed Income, Equities, Financial Services, Relationship Management, Mutual Funds, Securities, Asset Management
Education
Bridgewater State University
Bachelor's degree, Accounting and Business/Management
Bridgewater State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments December 2007 - Present
State Street September 2004 - December 2007
Education
Bridgewater State College 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
United Natural Foods March 2015 - Present
Greysmith Companies, Hasbro December 2014 - March 2015
Accountemps, Associa Hawaii June 2014 - August 2014
GTECH S.p.A. 2013 - 2014
Southcoast Health 2012 - 2013
State Street 2010 - 2012
State Street 2008 - 2010
State Street 2006 - 2008
Skills
Finance, Process Improvement, Financial Reporting, Analysis, Microsoft Excel, Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Budgets, Variance Analysis, Account Reconciliation
Education
Bryant University 2004 — 2007
Bachelor of Science (B.S.), Finance
Bristol Community College 2002 — 2004
Associate's degree, Business Administration
State Street January 2013 - Present
Education
Bridgewater State University
Bachelor's degree, Finace/ Management
State Street March 2015 - Present
Weymouth Bank January 2006 - Present
State Street January 2011 - March 2015
State Street June 2006 - January 2011
State Street January 2005 - June 2006
State Street December 2003 - January 2005
State Street April 2001 - December 2003
Skills
Financial Services, Mutual Funds, Fixed Income, Securities, Equities, Fund Accounting, Confluence, Microsoft Excel, Microsoft Word, PowerPoint, Access, Retail Banking
Education
Bridgewater State University 1995 — 2000
Bachelor of Science (BS), Business Administration and Management, General