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
Employee
Years
Job
Industry
Kate Keller Kate Keller's State Street Experience June 2015 - Present
Job Portfolio Accountant State Street
Industry Financial Services
Experience
State Street June 2015 - Present
BlackRock June 2014 - August 2014
CSU Chico Business IT/SAP Career Fair August 2013 - August 2014
Skills
Microsoft Excel, Organization, Teamwork, Microsoft Office, Finance, Budgets, Strategy, Critical Thinking, Time Management, Leadership, Team Leadership
Education
CSU Chico 2010 — 2014
Bachelor's degree, Business Administration: Finance
State Street June 2015 - Present
BlackRock June 2014 - August 2014
CSU Chico Business IT/SAP Career Fair August 2013 - August 2014
Skills
Microsoft Excel, Organization, Teamwork, Microsoft Office, Finance, Budgets, Strategy, Critical Thinking, Time Management, Leadership, Team Leadership
Education
CSU Chico 2010 — 2014
Bachelor's degree, Business Administration: Finance
Luis VeraTudela Luis VeraTudela's State Street Experience January 2001 - Present
Job VP Investment Manager Solutions at State Street
Industry Financial Services
Experience
State Street January 2001 - Present
State Street September 2003 - May 2007
ConAgra Foods January 2000 - January 2001
Accenture January 1995 - November 1999
Skills
Financial Services, Middle Office, Project Management, Business Analysis, Fixed Income, Asset Managment, Mutual Funds, Back Office, Corporate Actions, Derivatives, Bloomberg, Equities, Securities, Fund Accounting, FX Options, Swaps, Settlement, Options, Bonds, Financial Markets, Hedge Funds, Electronic Trading, Trading Systems, Trading, Investments
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
State Street January 2001 - Present
State Street September 2003 - May 2007
ConAgra Foods January 2000 - January 2001
Accenture January 1995 - November 1999
Skills
Financial Services, Middle Office, Project Management, Business Analysis, Fixed Income, Asset Managment, Mutual Funds, Back Office, Corporate Actions, Derivatives, Bloomberg, Equities, Securities, Fund Accounting, FX Options, Swaps, Settlement, Options, Bonds, Financial Markets, Hedge Funds, Electronic Trading, Trading Systems, Trading, Investments
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Gina Monteleone Gina Monteleone's State Street Experience June 2011 - September 2011
Job IS&T Financial Analyst at Apple
Industry Financial Services
Experience
Apple August 2012 - Present
State Street June 2011 - September 2011
Skills
Excel, Access, PowerPoint, Outlook, Microsoft Office, QuickBooks, Microsoft Excel, Team Building, Accounting, Project Management, Multi-cultural team..., Forecasting, Financial Analysis, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
Clovis West
Apple August 2012 - Present
State Street June 2011 - September 2011
Skills
Excel, Access, PowerPoint, Outlook, Microsoft Office, QuickBooks, Microsoft Excel, Team Building, Accounting, Project Management, Multi-cultural team..., Forecasting, Financial Analysis, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
Clovis West
Frank Bruno Frank Bruno's State Street Experience February 2001 - June 2013
Job Manager, Securities Lending at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
State Street February 2001 - June 2013
Education
California State University-Fullerton
TD Ameritrade July 2013 - Present
State Street February 2001 - June 2013
Education
California State University-Fullerton
Phil Boscarino's State Street Experience June 2010 - April 2011
Job Director of Operations at Independent Investment Management Firm
Industry Financial Services
Experience
Independent Investment Management Firm June 2013 - Present
LearnVest, Inc. February 2013 - March 2013
Gurman Wealth Management July 2011 - February 2013
State Street June 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Venture Capital, Investment Management, Business Development, Finance, Investments, Personal Financial..., Portfolio Management, Early-stage Startups, Technology, Bitcoin
Education
California State University-Chico 2007 — 2009
Bachelor of Science (BS), Accounting
University of California, Riverside 2005 — 2007
Business Administration and Management, General
Independent Investment Management Firm June 2013 - Present
LearnVest, Inc. February 2013 - March 2013
Gurman Wealth Management July 2011 - February 2013
State Street June 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Skills
Venture Capital, Investment Management, Business Development, Finance, Investments, Personal Financial..., Portfolio Management, Early-stage Startups, Technology, Bitcoin
Education
California State University-Chico 2007 — 2009
Bachelor of Science (BS), Accounting
University of California, Riverside 2005 — 2007
Business Administration and Management, General
Kathryn Weise's State Street Experience August 2015 - Present
Job Derivatives Specialist at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street January 2015 - July 2015
Chico State Calling Center September 2013 - February 2014
GoPro May 2013 - August 2013
Clark Pest Control June 2010 - August 2011
Skills
Customer Service, Marketing, PowerPoint, Teamwork, Social Media, Sales, Public Speaking, Social Networking, Microsoft Excel, Time Management, Cold Calling, Concert Promotions, Event Planning
Education
California State University-Chico 2010 — 2014
Bachelor's Degree, Finance, General; Marketing, Minor., Graduated
California State University-Chico
Bachelor of Science (B.S.), Finance, General
State Street August 2015 - Present
State Street January 2015 - July 2015
Chico State Calling Center September 2013 - February 2014
GoPro May 2013 - August 2013
Clark Pest Control June 2010 - August 2011
Skills
Customer Service, Marketing, PowerPoint, Teamwork, Social Media, Sales, Public Speaking, Social Networking, Microsoft Excel, Time Management, Cold Calling, Concert Promotions, Event Planning
Education
California State University-Chico 2010 — 2014
Bachelor's Degree, Finance, General; Marketing, Minor., Graduated
California State University-Chico
Bachelor of Science (B.S.), Finance, General
Alex Bialeck Alex Bialeck's State Street Experience January 2014 - June 2015
Job Portfolio Administrator at Equius Partners
Industry Financial Services
Experience
Equius Partners June 2015 - Present
State Street January 2014 - June 2015
Claims Eval, Inc. March 2010 - December 2013
Skills
Hedge Funds, Close Attention to..., P&L reconciliation, System Operations, Post Wire Activity, Customer Service..., Managing large volumes..., Fund Accounting, Proofreading, Microsoft Excel, Long-term Customer..., Oral & Written..., Time Management, Written & Oral..., Multi Tasking, Minimal Supervision, Group Work, AML certified, Phone Etiquette, Email Clients, Confidential Documents, Workers' Compensation...
Education
California State University-Chico 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Equius Partners June 2015 - Present
State Street January 2014 - June 2015
Claims Eval, Inc. March 2010 - December 2013
Skills
Hedge Funds, Close Attention to..., P&L reconciliation, System Operations, Post Wire Activity, Customer Service..., Managing large volumes..., Fund Accounting, Proofreading, Microsoft Excel, Long-term Customer..., Oral & Written..., Time Management, Written & Oral..., Multi Tasking, Minimal Supervision, Group Work, AML certified, Phone Etiquette, Email Clients, Confidential Documents, Workers' Compensation...
Education
California State University-Chico 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Jordan Hofer Jordan Hofer's State Street Experience September 2015 - Present
Job Derivatives Operations Specialist, Senior Associate
Industry Accounting
Experience
State Street September 2015 - Present
State Street December 2013 - August 2015
California State University, Chico November 2011 - December 2013
Papa Murphy's International August 2009 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Public Speaking, Statistics, SPSS, Spanish, Data Analysis, Critical Thinking
Education
CSU Chico 2011 — 2013
Economics, Environmental Studies, Senior
Butte College 2009 — 2011
Associate of Science (A.S.), Economics
State Street September 2015 - Present
State Street December 2013 - August 2015
California State University, Chico November 2011 - December 2013
Papa Murphy's International August 2009 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Public Speaking, Statistics, SPSS, Spanish, Data Analysis, Critical Thinking
Education
CSU Chico 2011 — 2013
Economics, Environmental Studies, Senior
Butte College 2009 — 2011
Associate of Science (A.S.), Economics
Smucker Lemercier Almonord Smucker Lemercier Almonord's State Street Experience January 2014 - Present
Job ACE Mentor at Bunker Hill Community College
Industry Financial Services
Experience
State Street January 2014 - Present
Savin Scoop August 2013 - January 2015
The Young People's Project, Inc January 2013 - May 2013
BNY Mellon July 2012 - August 2012
The Young People's Project, Inc July 2009 - May 2012
Skills
Teaching, Community Outreach, Research, Non-profits, PowerPoint, English, Fundraising, Microsoft Word, Event Planning, Higher Education, Nonprofits, Public Speaking, Tutoring, Social Networking, SPSS, Data Analysis, Curriculum Development, Qualitative Research, Volunteer Management, Leadership Development, Program Evaluation, Youth Development, Program Development, Leadership, Workshop Facilitation, Community Development, Community Organizing
Education
University of Massachusetts Boston 2015 — 2017
Bachelor's degree, Economics
Bunker Hill Community College 2012 — 2015
Associate's degree, Finance, Final GPA: 3.91
State Street January 2014 - Present
Savin Scoop August 2013 - January 2015
The Young People's Project, Inc January 2013 - May 2013
BNY Mellon July 2012 - August 2012
The Young People's Project, Inc July 2009 - May 2012
Skills
Teaching, Community Outreach, Research, Non-profits, PowerPoint, English, Fundraising, Microsoft Word, Event Planning, Higher Education, Nonprofits, Public Speaking, Tutoring, Social Networking, SPSS, Data Analysis, Curriculum Development, Qualitative Research, Volunteer Management, Leadership Development, Program Evaluation, Youth Development, Program Development, Leadership, Workshop Facilitation, Community Development, Community Organizing
Education
University of Massachusetts Boston 2015 — 2017
Bachelor's degree, Economics
Bunker Hill Community College 2012 — 2015
Associate's degree, Finance, Final GPA: 3.91
Anoop Puthanveettil Anoop Puthanveettil's State Street Experience 2011 - 2014
Job Software Change Management, Java Developer at Syntel
Industry Information Technology and Services
Experience
Syntel March 2011 - Present
State Street 2011 - 2014
UST Global February 2007 - March 2011
Skills
Java Enterprise Edition, Agile Methodologies, Spring, XML, Hibernate, Web Services, Java, JSP, Oracle, SQL, Struts, Unix, Requirements Analysis, PL/SQL, SDLC, Testing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2015 — 2017
Master of Business Administration (MBA), Information Systems
University of California, Irvine 2013 — 2014
Enterprise Design Using JEE Technologies., Information Technology, B
NSS College of Engineering 2002 — 2006
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Syntel March 2011 - Present
State Street 2011 - 2014
UST Global February 2007 - March 2011
Skills
Java Enterprise Edition, Agile Methodologies, Spring, XML, Hibernate, Web Services, Java, JSP, Oracle, SQL, Struts, Unix, Requirements Analysis, PL/SQL, SDLC, Testing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2015 — 2017
Master of Business Administration (MBA), Information Systems
University of California, Irvine 2013 — 2014
Enterprise Design Using JEE Technologies., Information Technology, B
NSS College of Engineering 2002 — 2006
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Elaine Van Zandt's State Street Experience August 2014 - Present
Job Collateral Management Specialist at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
Ingram Micro June 2013 - September 2013
California Polytechnic State University May 2012 - August 2012
Skills
Forecasting, Sales, Data Analysis, Access, Time Management, Teamwork, Microsoft Excel, Finance, SAP, Microsoft Office, Team Leadership, Marketing, Data Entry, Customer Service, PowerPoint, Leadership, Supply Chain, Distribution Center..., Shipping, Auditing, Account Reconciliation, Collateral Management, Derivative Operations, Risk Management
Education
Cal Poly San Luis Obispo 2010 — 2014
Bachelor's degree, Business Administration, Finance
State Street August 2014 - Present
Ingram Micro June 2013 - September 2013
California Polytechnic State University May 2012 - August 2012
Skills
Forecasting, Sales, Data Analysis, Access, Time Management, Teamwork, Microsoft Excel, Finance, SAP, Microsoft Office, Team Leadership, Marketing, Data Entry, Customer Service, PowerPoint, Leadership, Supply Chain, Distribution Center..., Shipping, Auditing, Account Reconciliation, Collateral Management, Derivative Operations, Risk Management
Education
Cal Poly San Luis Obispo 2010 — 2014
Bachelor's degree, Business Administration, Finance
Andrea Wheeler Andrea Wheeler's State Street Experience 2007 - 2014
Job Business Professional
Industry Financial Services
Experience
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
Sarthak Giri's State Street Experience May 2014 - Present
Job Thirdparty lending specialist at State Street
Industry Accounting
Experience
State Street May 2014 - Present
Caldwell College January 2013 - December 2013
Caldwell College August 2012 - December 2013
Caldwell College August 2012 - December 2013
Caldwell College September 2010 - December 2013
Skills
Foreign Languages, Accounts Payable, Accounts Receivable, Microsoft Excel, Peer Tutoring, Peer Mediation, Accounting, Analysis, Event Planning, Leadership, Invoicing, Time Management, Auditing, Access, Public Speaking
Education
Caldwell College 2009 — 2013
Bachelor of Applied Science (BASc), Accounting and Financial Economics
Rato Bangala School
State Street May 2014 - Present
Caldwell College January 2013 - December 2013
Caldwell College August 2012 - December 2013
Caldwell College August 2012 - December 2013
Caldwell College September 2010 - December 2013
Skills
Foreign Languages, Accounts Payable, Accounts Receivable, Microsoft Excel, Peer Tutoring, Peer Mediation, Accounting, Analysis, Event Planning, Leadership, Invoicing, Time Management, Auditing, Access, Public Speaking
Education
Caldwell College 2009 — 2013
Bachelor of Applied Science (BASc), Accounting and Financial Economics
Rato Bangala School
Jon LoCoco Jon LoCoco's State Street Experience April 2015 - Present
Job IT Systems Analyst at State Street
Industry Higher Education
Experience
State Street April 2015 - Present
Marymount California University April 2008 - April 2015
Best Buy September 2004 - April 2008
Skills
Final Cut Pro, Mac, Video Editing, Adobe Creative Suite, OS X, Social Media, After Effects, Photoshop, Editing, Facebook, Social Networking, Digital Photography
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Arts (BA), Digital Media Arts
State Street April 2015 - Present
Marymount California University April 2008 - April 2015
Best Buy September 2004 - April 2008
Skills
Final Cut Pro, Mac, Video Editing, Adobe Creative Suite, OS X, Social Media, After Effects, Photoshop, Editing, Facebook, Social Networking, Digital Photography
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Arts (BA), Digital Media Arts
Raulin Villegas's State Street Experience 2000 - July 2010
Job Vice President, Compliance Officer PIMCO
Industry Investment Management
Experience
PIMCO January 2012 - Present
State Street 2000 - July 2010
Skills
Asset Management, Corporate Actions, Bonds, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Risk Management, Securities, Swaps, Options, Middle Office, Investment Management
Education
California State University-Chico 1987 — 1993
Bachelor of Science, Business Administration - Option Accounting
PIMCO January 2012 - Present
State Street 2000 - July 2010
Skills
Asset Management, Corporate Actions, Bonds, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Risk Management, Securities, Swaps, Options, Middle Office, Investment Management
Education
California State University-Chico 1987 — 1993
Bachelor of Science, Business Administration - Option Accounting
Florian Schlecht Florian Schlecht's State Street Experience May 2013 - February 2015
Job Compensation Analyst at Oracle
Industry Financial Services
Experience
Oracle February 2015 - Present
State Street May 2013 - February 2015
Northwestern Mutual April 2012 - May 2013
Mercedes Benz AG August 2010 - February 2011
DEUTSCHE Metrohm GmbH&Co September 2003 - August 2006
Skills
Self-driven, Computer Literate, Able To Multi-task, Microsoft Office, Team Oriented, Analytical Abilities, Bilingual, Office Administration, Organizational Behavior, Work Under Pressure, Setting Priorities, Goal Oriented, Customer Service, Outgoing, Derivatives, Bloomberg Terminal, Lotus Notes, Bloomberg, Spreadsheets, Securities, Project Management
Education
European School of Finance 2008 — 2011
BS, International Finance
California State University-Fresno 2009 — 2010
International Finance/Business
Oracle February 2015 - Present
State Street May 2013 - February 2015
Northwestern Mutual April 2012 - May 2013
Mercedes Benz AG August 2010 - February 2011
DEUTSCHE Metrohm GmbH&Co September 2003 - August 2006
Skills
Self-driven, Computer Literate, Able To Multi-task, Microsoft Office, Team Oriented, Analytical Abilities, Bilingual, Office Administration, Organizational Behavior, Work Under Pressure, Setting Priorities, Goal Oriented, Customer Service, Outgoing, Derivatives, Bloomberg Terminal, Lotus Notes, Bloomberg, Spreadsheets, Securities, Project Management
Education
European School of Finance 2008 — 2011
BS, International Finance
California State University-Fresno 2009 — 2010
International Finance/Business
David Pease David Pease's State Street Experience June 2000 - January 2001
Job IT Project Management Professional
Industry Information Technology and Services
Experience
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
David Iniguez David Iniguez's State Street Experience January 2007 - February 2012
Job Associate, Credit and Interest Rate Derivative at MUFG Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
Anna Salas Anna Salas's State Street Experience June 2012 - August 2012
Job Student
Industry Accounting
Experience
Kansas State University June 2011 - 2014
State Street June 2012 - August 2012
Kansas State University September 2010 - January 2012
Skills
Bilingual-Spanish, Microsoft Office, Excel, Word, PowerPoint, Teamwork, Accounting, Management, Event Planning, Data Entry, Outlook, Leadership, QuickBooks, Microsoft Word
Education
Oklahoma State University 2015 — 2017
Accounting
Kansas State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Pre Law
Butler County Community College 2008 — 2008
Kansas State University June 2011 - 2014
State Street June 2012 - August 2012
Kansas State University September 2010 - January 2012
Skills
Bilingual-Spanish, Microsoft Office, Excel, Word, PowerPoint, Teamwork, Accounting, Management, Event Planning, Data Entry, Outlook, Leadership, QuickBooks, Microsoft Word
Education
Oklahoma State University 2015 — 2017
Accounting
Kansas State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Pre Law
Butler County Community College 2008 — 2008
Patricia Aurora Rocha's State Street Experience May 2015 - Present
Job
Industry Environmental Services
Experience
State Street May 2015 - Present
Bunker Hill Community College January 2015 - Present
Skills
Microsoft Word, Prezi, Microsoft Excel, Multilingual, Communication Skills, Social Media, English, Marketing, Research, Leadership, Communication, Teamwork, Social Networking, Higher Education
Education
Bunker Hill Community College 2013 — 2015
Associate's Degree, Business
State Street May 2015 - Present
Bunker Hill Community College January 2015 - Present
Skills
Microsoft Word, Prezi, Microsoft Excel, Multilingual, Communication Skills, Social Media, English, Marketing, Research, Leadership, Communication, Teamwork, Social Networking, Higher Education
Education
Bunker Hill Community College 2013 — 2015
Associate's Degree, Business
Danish Khakoo Danish Khakoo's State Street Experience May 2014 - Present
Job Associate at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
Bank of the Sierra February 2014 - May 2014
Bloomberg LP February 2014 - May 2014
AXA Advisors January 2014 - March 2014
La Quinta Inn & Suites 2008 - 2012
Citi June 2008 - August 2008
United Bank Limited June 2007 - August 2007
Skills
Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Hospitality, Front Office, Revenue Analysis, Rooms Division, Restaurants, Banking, Credit, Finance, Microsoft Word, Financial Reporting
Education
California State University, Fresno 2012 — 2014
Bachelor of Science (BS) - Business Administration, Finance
College of the Sequoias 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
The City School, P.A.F. Chapter 2003 — 2005
A (Advanced) Level, Business/Commerce, General
State Street May 2014 - Present
Bank of the Sierra February 2014 - May 2014
Bloomberg LP February 2014 - May 2014
AXA Advisors January 2014 - March 2014
La Quinta Inn & Suites 2008 - 2012
Citi June 2008 - August 2008
United Bank Limited June 2007 - August 2007
Skills
Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Hospitality, Front Office, Revenue Analysis, Rooms Division, Restaurants, Banking, Credit, Finance, Microsoft Word, Financial Reporting
Education
California State University, Fresno 2012 — 2014
Bachelor of Science (BS) - Business Administration, Finance
College of the Sequoias 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
The City School, P.A.F. Chapter 2003 — 2005
A (Advanced) Level, Business/Commerce, General
Stephany Miranda's State Street Experience January 2011 - Present
Job Associate 2 at State Street
Industry Financial Services
Experience
State Street January 2011 - Present
Skills
Financial Analysis, Equities, Bloomberg, Fixed Income, Financial Modeling, Investments, Financial Reporting, Accounting, Valuation
Education
Bunker Hill Community College 2012 — 2013
Accounting and Finance
State Street January 2011 - Present
Skills
Financial Analysis, Equities, Bloomberg, Fixed Income, Financial Modeling, Investments, Financial Reporting, Accounting, Valuation
Education
Bunker Hill Community College 2012 — 2013
Accounting and Finance
Rishi Desai, MBA Rishi Desai, MBA's State Street Experience January 2011 - July 2011
Job Sr. Business Analyst at Real Estate Digital
Industry Real Estate
Experience
xome July 2014 - Present
Carrington Mortgage Holdings October 2012 - July 2014
Auction.com July 2011 - October 2012
State Street January 2011 - July 2011
US Real Estate Services July 2008 - November 2010
International Tea Importers April 2008 - July 2008
Walt Disney Internet Group March 2007 - April 2008
California Creative Solutions (CCS) 2007 - 2008
Mutual of Omaha June 2006 - March 2007
Skills
Access, Software Documentation, Project Management, Analysis, Microsoft Excel, Sales, Microsoft SQL Server, Team Leadership, SQL, REO, Real Estate, Vendor Management, Oracle, Logistics, Inventory Management, Product Management, Business Analysis, JIRA, Agile Methodologies, Scrum, KPI Reports
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Business Administration, 3.75
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Business Administration
University of California, Irvine 2010 — 2010
OCA, Oracle
California State University-Fullerton 2000 — 2006
BA, Business Admin
California State University-Fullerton - College of Business and Economics 2000 — 2006
Bachelor of Business Administration (B.B.A.), Real Estate
Don Bosco 1996 — 1998
Don Bosco High School 1988 — 1998
xome July 2014 - Present
Carrington Mortgage Holdings October 2012 - July 2014
Auction.com July 2011 - October 2012
State Street January 2011 - July 2011
US Real Estate Services July 2008 - November 2010
International Tea Importers April 2008 - July 2008
Walt Disney Internet Group March 2007 - April 2008
California Creative Solutions (CCS) 2007 - 2008
Mutual of Omaha June 2006 - March 2007
Skills
Access, Software Documentation, Project Management, Analysis, Microsoft Excel, Sales, Microsoft SQL Server, Team Leadership, SQL, REO, Real Estate, Vendor Management, Oracle, Logistics, Inventory Management, Product Management, Business Analysis, JIRA, Agile Methodologies, Scrum, KPI Reports
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Business Administration, 3.75
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Business Administration
University of California, Irvine 2010 — 2010
OCA, Oracle
California State University-Fullerton 2000 — 2006
BA, Business Admin
California State University-Fullerton - College of Business and Economics 2000 — 2006
Bachelor of Business Administration (B.B.A.), Real Estate
Don Bosco 1996 — 1998
Don Bosco High School 1988 — 1998
Pamela Diaz Frigillana Pamela Diaz Frigillana's State Street Experience August 2001 - February 2013
Job Sharepoint | Web Developer | Systems Analyst | QA
Industry Information Technology and Services
Experience
Sheppard Mullin Richter & Hampton LLP April 2013 - Present
State Street August 2001 - February 2013
State Street 2001 - 2003
Fluor 1999 - 2001
FileNet 1999 - 1999
Skills
Microsoft Excel, Cloud Computing, Microsoft Office, Disaster Recovery, Process Improvement, Change Management, Program Management, PowerPoint, Business Analysis, IT Audit, Software Project..., Requirements Analysis, Project Management, Team Leadership, Financial Services, Technical Documentation, Social Media, Photoshop, Software Documentation, Business Requirements, Accounting, SDLC, Risk Management, Financial Analysis, SharePoint, HTML, JavaScript, jQuery, XML, ASP, Java, Eclipse, Microsoft SQL Server, SQL, Testing, Visual Basic, Integration, Quality Assurance, CSS, Databases, Troubleshooting, Visio, Operating Systems, Web Applications
Education
California State Polytechnic University-Pomona
Bachelor of Science Degree in Business Administration, Computer Information Systems
Sheppard Mullin Richter & Hampton LLP April 2013 - Present
State Street August 2001 - February 2013
State Street 2001 - 2003
Fluor 1999 - 2001
FileNet 1999 - 1999
Skills
Microsoft Excel, Cloud Computing, Microsoft Office, Disaster Recovery, Process Improvement, Change Management, Program Management, PowerPoint, Business Analysis, IT Audit, Software Project..., Requirements Analysis, Project Management, Team Leadership, Financial Services, Technical Documentation, Social Media, Photoshop, Software Documentation, Business Requirements, Accounting, SDLC, Risk Management, Financial Analysis, SharePoint, HTML, JavaScript, jQuery, XML, ASP, Java, Eclipse, Microsoft SQL Server, SQL, Testing, Visual Basic, Integration, Quality Assurance, CSS, Databases, Troubleshooting, Visio, Operating Systems, Web Applications
Education
California State Polytechnic University-Pomona
Bachelor of Science Degree in Business Administration, Computer Information Systems
Mat Kuhn Mat Kuhn's State Street Experience January 1999 - February 2001
Job Owner at Apex Construction Services, Inc
Industry Construction
Experience
Turaz May 2005 - Present
Apex Construction Services, Inc February 2001 - Present
Apex Construction Services, Inc February 2001 - Present
State Street January 1999 - February 2001
Ozone Roofing, Inc February 1995 - December 1999
Skills
Business Development, Marketing Strategy, Corporate Communications, Construction Management, Real Estate Finance, Real Estate, REO, Mortgage Lending, Construction, Real Estate Economics, Entrepreneurship, Negotiation, Team Building, Contract Negotiation, New Business Development, Small Business
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finance / Entrepreneurship
California State University-Fullerton 1995 — 1999
BA, Marketing
Turaz May 2005 - Present
Apex Construction Services, Inc February 2001 - Present
Apex Construction Services, Inc February 2001 - Present
State Street January 1999 - February 2001
Ozone Roofing, Inc February 1995 - December 1999
Skills
Business Development, Marketing Strategy, Corporate Communications, Construction Management, Real Estate Finance, Real Estate, REO, Mortgage Lending, Construction, Real Estate Economics, Entrepreneurship, Negotiation, Team Building, Contract Negotiation, New Business Development, Small Business
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finance / Entrepreneurship
California State University-Fullerton 1995 — 1999
BA, Marketing
Barbara Wentzel Barbara Wentzel's State Street Experience January 2014 - Present
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street January 2014 - Present
State Street May 2012 - Present
Skills
Serving Insurance..., Global Custody, Investment Operations, Serving Asset..., Financial Services, Securities, Portfolio Management, Business Analysis, Relationship Management, Vendor Management, Hedge Funds, Business Development, Alternative Investments, Wealth Management, Equities, Program Management, Process Improvement, Fixed Income, New Business Development, Risk Management, Project Management, Fund Administration, Executive Management, Acquisition Integration, Asset Managment, CRM, Strategy, Investments, Management, Asset Management
Education
California State University-Fullerton 1981 — 1983
BA, Business Administration
Sunny Hill High School, Fullerton, CA
State Street January 2014 - Present
State Street May 2012 - Present
Skills
Serving Insurance..., Global Custody, Investment Operations, Serving Asset..., Financial Services, Securities, Portfolio Management, Business Analysis, Relationship Management, Vendor Management, Hedge Funds, Business Development, Alternative Investments, Wealth Management, Equities, Program Management, Process Improvement, Fixed Income, New Business Development, Risk Management, Project Management, Fund Administration, Executive Management, Acquisition Integration, Asset Managment, CRM, Strategy, Investments, Management, Asset Management
Education
California State University-Fullerton 1981 — 1983
BA, Business Administration
Sunny Hill High School, Fullerton, CA
Phung Le (Natalie)'s State Street Experience January 2014 - July 2014
Job Tax Preparer at AW Business Services
Industry Financial Services
Experience
MiniLuxe September 2014 - Present
AW Business Services January 2015 - March 2015
MiniLuxe June 2014 - September 2014
State Street January 2014 - July 2014
Coco Nails Salon and Spa April 2013 - June 2014
Dunkin’ Donuts June 2012 - January 2013
Lac Hong University May 2009 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Event Planning, Customer Satisfaction, Sales, Data Entry, Training, Accounting, Friendly Personality, Bilingual
Education
Cambridge College 2013 — 2017
Bunker Hill Community College 2013 — 2015
Associate of Science (A.S.), Finance and Financial Management Services, 3.90
Hrblock 2014 — 2014
Certificate, Tax preparation
Year Up 2013 — 2014
Certificate, Finance and Financial Management Services
Cambridge College
BS, Management
MiniLuxe September 2014 - Present
AW Business Services January 2015 - March 2015
MiniLuxe June 2014 - September 2014
State Street January 2014 - July 2014
Coco Nails Salon and Spa April 2013 - June 2014
Dunkin’ Donuts June 2012 - January 2013
Lac Hong University May 2009 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Event Planning, Customer Satisfaction, Sales, Data Entry, Training, Accounting, Friendly Personality, Bilingual
Education
Cambridge College 2013 — 2017
Bunker Hill Community College 2013 — 2015
Associate of Science (A.S.), Finance and Financial Management Services, 3.90
Hrblock 2014 — 2014
Certificate, Tax preparation
Year Up 2013 — 2014
Certificate, Finance and Financial Management Services
Cambridge College
BS, Management
Kimberly Mattinson Kimberly Mattinson's State Street Experience June 2007 - Present
Job Accounting Associate Market Data Services at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Eastern Nazarene College January 2001 - August 2006
Skills
SQL, Access, Business Analysis, IIS, HTML, JavaScript, Database Administration, Database Design, Software Documentation, XML, CSS, Software Development, PHP
Education
Quincy College 1999 — 2000
Computer Science, Network Administration, Summa Cum Laude
California State University-Fullerton 1990 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration
State Street June 2007 - Present
Eastern Nazarene College January 2001 - August 2006
Skills
SQL, Access, Business Analysis, IIS, HTML, JavaScript, Database Administration, Database Design, Software Documentation, XML, CSS, Software Development, PHP
Education
Quincy College 1999 — 2000
Computer Science, Network Administration, Summa Cum Laude
California State University-Fullerton 1990 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration
Cinda Casson, CPA Cinda Casson, CPA's State Street Experience March 2015 - August 2015
Job Controller, Private Equity CFO Services at Lamplighter Financial
Industry Accounting
Experience
Lamplighter Financial September 2015 - Present
State Street March 2015 - August 2015
State Street May 2014 - March 2015
Crowe Horwath LLP November 2011 - April 2014
Perry-Smith LLP July 2010 - November 2011
Nor-Cal Products, Inc. June 2006 - September 2010
Skills
Audits of Employee..., Financial Audits, OMB Circular A-133, US GAAP, Not-for-profit..., Financial Institutions, Government Accounting, HUD audits, Statutory Accounting, SOX 404, GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Lamplighter Financial September 2015 - Present
State Street March 2015 - August 2015
State Street May 2014 - March 2015
Crowe Horwath LLP November 2011 - April 2014
Perry-Smith LLP July 2010 - November 2011
Nor-Cal Products, Inc. June 2006 - September 2010
Skills
Audits of Employee..., Financial Audits, OMB Circular A-133, US GAAP, Not-for-profit..., Financial Institutions, Government Accounting, HUD audits, Statutory Accounting, SOX 404, GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Nicole Borromeo Chang Nicole Borromeo Chang's State Street Experience 2002 - 2004
Job CPA (inactive)
Industry Restaurants
Experience
At Home 2009 - Present
CKE Restaurants, Inc. 2007 - 2010
ABM Industries 2005 - 2007
BNC Mortgage 2004 - 2005
State Street 2002 - 2004
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
MASTERS, Accountancy
University of California, Santa Cruz 1998 — 2001
BA, Business Econ and Legal Studies
At Home 2009 - Present
CKE Restaurants, Inc. 2007 - 2010
ABM Industries 2005 - 2007
BNC Mortgage 2004 - 2005
State Street 2002 - 2004
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
MASTERS, Accountancy
University of California, Santa Cruz 1998 — 2001
BA, Business Econ and Legal Studies
Susana Jacobsen's State Street Experience September 2002 - Present
Job Executive Assistant at State Street Corporation
Industry Financial Services
Experience
State Street Corporation December 2002 - Present
State Street September 2002 - Present
State Street December 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) August 1988 - March 2001
Skills
Problem Solving, Coordinating Meetings..., Administrative Work, Domestic &..., Travel & Expense Reports, Calendar Management, PowerPoint Presentations, Microsoft: Word, Excel,..., Iexpense, PeopleSoft, Onboarding, Bilingual -..., Outlook, Lotus Notes, Expenses, Equities, Process Improvement, Mutual Funds, Access, Financial Services, Visio, Vendor Management, Human Resources, PowerPoint, Calendaring, Administration, Disaster Recovery, Business Analysis
Education
Bunker Hill Community College 1987 — 1990
Bachelor of Applied Science (BASc)
State Street Corporation December 2002 - Present
State Street September 2002 - Present
State Street December 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) August 1988 - March 2001
Skills
Problem Solving, Coordinating Meetings..., Administrative Work, Domestic &..., Travel & Expense Reports, Calendar Management, PowerPoint Presentations, Microsoft: Word, Excel,..., Iexpense, PeopleSoft, Onboarding, Bilingual -..., Outlook, Lotus Notes, Expenses, Equities, Process Improvement, Mutual Funds, Access, Financial Services, Visio, Vendor Management, Human Resources, PowerPoint, Calendaring, Administration, Disaster Recovery, Business Analysis
Education
Bunker Hill Community College 1987 — 1990
Bachelor of Applied Science (BASc)
Douglas Gregoire Douglas Gregoire's State Street Experience 1997 - 1998
Job Director of Procurement at Blount Fine Foods
Industry Food Production
Experience
Blount Fine Foods November 2014 - Present
Blount Fine Foods March 2012 - November 2014
Blount Fine Foods April 2008 - March 2012
Simmering Soups April 2003 - April 2008
Sumptuous Food Catering 1998 - 2003
State Street 1997 - 1998
Skills
HACCP, Food Service, Food Manufacturing, Food Industry, Food Processing, Team Building, Management, Process Improvement, Supply Chain, Leadership, Catering
Education
Safe Quality Food Institute
Certified SQF Auditor
APICS
Logistics, Materials, and Supply Chain Management
Juran Institute
Lean & Six Sigma Black Belt Training
Rhode Island College 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
California Culinary Academy
Blount Fine Foods November 2014 - Present
Blount Fine Foods March 2012 - November 2014
Blount Fine Foods April 2008 - March 2012
Simmering Soups April 2003 - April 2008
Sumptuous Food Catering 1998 - 2003
State Street 1997 - 1998
Skills
HACCP, Food Service, Food Manufacturing, Food Industry, Food Processing, Team Building, Management, Process Improvement, Supply Chain, Leadership, Catering
Education
Safe Quality Food Institute
Certified SQF Auditor
APICS
Logistics, Materials, and Supply Chain Management
Juran Institute
Lean & Six Sigma Black Belt Training
Rhode Island College 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
California Culinary Academy
Jhevid Palma Jhevid Palma's State Street Experience January 2012 - June 2013
Job AVP, Cash Equities at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Barclays Investment Bank June 2013 - August 2014
State Street January 2012 - June 2013
SEI Investments October 2010 - January 2012
Chesapeake Investment Services March 2007 - February 2011
Skills
Equities, Fixed Income, Trading, Investments, Options, Finance, Bonds, Financial Risk, Banking, Investment Strategies, Asset Allocation, Commodity, Mutual Funds, Investment Management, Asset Management, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, Finance
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, International Management
Santa Margarita Catholic High School 1998 — 2002
J.P. Morgan August 2014 - Present
Barclays Investment Bank June 2013 - August 2014
State Street January 2012 - June 2013
SEI Investments October 2010 - January 2012
Chesapeake Investment Services March 2007 - February 2011
Skills
Equities, Fixed Income, Trading, Investments, Options, Finance, Bonds, Financial Risk, Banking, Investment Strategies, Asset Allocation, Commodity, Mutual Funds, Investment Management, Asset Management, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, Finance
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, International Management
Santa Margarita Catholic High School 1998 — 2002
Pamela Nguyen, OTR/L Pamela Nguyen, OTR/L's State Street Experience January 2008 - August 2010
Job Occupational Therapist
Industry Hospital & Health Care
Experience
St. Joseph Health September 2013 - Present
Laguna Hills Health and Rehab Center July 2013 - Present
Gallagher Pediatric Therapy January 2013 - April 2013
St. Joseph Hospital September 2012 - December 2012
State Street January 2008 - August 2010
HireRight August 2006 - December 2007
Skills
Fixed Income, Bonds, Settlement, MBS, Investment Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Salesforce.com, Inpatient, Occupational Therapy, Cpr Certified, Rehabilitation, Healthcare, PowerPoint, Hospitals, Pediatrics, Leadership
Education
California State University-Dominguez Hills 2011 — 2013
Master of Science, Occupational Therapy
University of California, Irvine 2005 — 2007
Bachelor of Arts, Economics, minor in Mgmt.
St. Joseph Health September 2013 - Present
Laguna Hills Health and Rehab Center July 2013 - Present
Gallagher Pediatric Therapy January 2013 - April 2013
St. Joseph Hospital September 2012 - December 2012
State Street January 2008 - August 2010
HireRight August 2006 - December 2007
Skills
Fixed Income, Bonds, Settlement, MBS, Investment Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Salesforce.com, Inpatient, Occupational Therapy, Cpr Certified, Rehabilitation, Healthcare, PowerPoint, Hospitals, Pediatrics, Leadership
Education
California State University-Dominguez Hills 2011 — 2013
Master of Science, Occupational Therapy
University of California, Irvine 2005 — 2007
Bachelor of Arts, Economics, minor in Mgmt.
Octavio Valencia Octavio Valencia's State Street Experience February 2011 - May 2013
Job Business Process Analyst at Oracle
Industry Accounting
Bharat Malhotra's State Street Experience June 2011 - May 2013
Job Financial Analyst, at Sutter Health
Industry Financial Services
Experience
Sutter Health April 2015 - Present
Oracle 2013 - April 2015
State Street June 2011 - May 2013
Wells Fargo Bank September 2007 - May 2011
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Long term Planning and..., Microsoft Office, Equities, Oracle SaaS, Sales Compensation, Oracle CRM, Financial Accounting, Financial Risk, Trade Finance, Hedge Funds, Hedge Accounting, Budget Modeling, Financial Modeling
Education
California State University-Stanislaus 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
CSU Sacramento 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance; Risk Management
Sutter Health April 2015 - Present
Oracle 2013 - April 2015
State Street June 2011 - May 2013
Wells Fargo Bank September 2007 - May 2011
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Long term Planning and..., Microsoft Office, Equities, Oracle SaaS, Sales Compensation, Oracle CRM, Financial Accounting, Financial Risk, Trade Finance, Hedge Funds, Hedge Accounting, Budget Modeling, Financial Modeling
Education
California State University-Stanislaus 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
CSU Sacramento 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance; Risk Management
Josh Benson's State Street Experience February 2011 - February 2015
Job Cash Control
Industry Investment Management
Experience
Western Asset Management February 2015 - Present
State Street February 2011 - February 2015
State Street March 2010 - February 2011
State Street May 2008 - March 2010
Wells Fargo November 2005 - April 2008
Thrivent Financial for Lutherans October 2004 - October 2005
Skills
Derivatives, Swaps, Vanilla, Swaptions, FX Options, Forwards, Interest Rate Swaps, Equity Derivatives, Credit Derivatives, Bloomberg, DTC, ISDA, Equity Swaps
Education
California Lutheran University 2002 — 2004
Bachelor's Degree, Business Administration - Finance
Pasadena City College 2000 — 2002
Associate's Degree
Western Asset Management February 2015 - Present
State Street February 2011 - February 2015
State Street March 2010 - February 2011
State Street May 2008 - March 2010
Wells Fargo November 2005 - April 2008
Thrivent Financial for Lutherans October 2004 - October 2005
Skills
Derivatives, Swaps, Vanilla, Swaptions, FX Options, Forwards, Interest Rate Swaps, Equity Derivatives, Credit Derivatives, Bloomberg, DTC, ISDA, Equity Swaps
Education
California Lutheran University 2002 — 2004
Bachelor's Degree, Business Administration - Finance
Pasadena City College 2000 — 2002
Associate's Degree
Alex DeMarais's State Street Experience June 2015 - Present
Job Officer, Project Consultant at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street May 2014 - June 2015
State Street April 2013 - May 2014
State Street August 2012 - April 2013
Accounting Society California State University, Chico June 2012 - January 2013
California State University, Chico January 2011 - September 2012
State Street June 2012 - August 2012
Accounting Society California State University, Chico January 2012 - May 2012
Accounting Society California State University, Chico May 2011 - December 2011
W.L Stile and Son September 2010 - October 2011
Skills
Visual Basic, Microsoft Excel, Python, Java, Accounting, Financial Accounting, QuickBooks, Financial Statements
Education
California State University-Chico 2008 — 2013
Bachelor of Science, Accounting, Minor, Management Information Systems
State Street June 2015 - Present
State Street May 2014 - June 2015
State Street April 2013 - May 2014
State Street August 2012 - April 2013
Accounting Society California State University, Chico June 2012 - January 2013
California State University, Chico January 2011 - September 2012
State Street June 2012 - August 2012
Accounting Society California State University, Chico January 2012 - May 2012
Accounting Society California State University, Chico May 2011 - December 2011
W.L Stile and Son September 2010 - October 2011
Skills
Visual Basic, Microsoft Excel, Python, Java, Accounting, Financial Accounting, QuickBooks, Financial Statements
Education
California State University-Chico 2008 — 2013
Bachelor of Science, Accounting, Minor, Management Information Systems
Sabih Syed Sabih Syed's State Street Experience October 2007 - September 2012
Job Assistant Vice President Investment Operations at Trust Company of the West
Industry Financial Services
Experience
The TCW Group May 2015 - Present
Trust Company of the West September 2012 - April 2015
State Street October 2007 - September 2012
America One Finance September 2005 - September 2007
Skills
Corporate Actions, Credit, Mortgage Lending, Banking, Loans, Fixed Income, Bonds, Collateral Management, Equities, Derivatives, FX Options, Securities, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.)
Cal Poly Pomona 2005 — 2007
Bachelors of Science, Business Administration: Technology and Operations Management
The TCW Group May 2015 - Present
Trust Company of the West September 2012 - April 2015
State Street October 2007 - September 2012
America One Finance September 2005 - September 2007
Skills
Corporate Actions, Credit, Mortgage Lending, Banking, Loans, Fixed Income, Bonds, Collateral Management, Equities, Derivatives, FX Options, Securities, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.)
Cal Poly Pomona 2005 — 2007
Bachelors of Science, Business Administration: Technology and Operations Management
Dipali Vagal Dipali Vagal's State Street Experience May 2015 - August 2015
Job Computer Science Graduate student at Seattle University
Industry Computer Software
Experience
State Street May 2015 - August 2015
California State University, Fullerton August 2014 - August 2015
Deloitte & Touche Consulting India Pvt. Ltd. November 2010 - March 2014
Tikona Digital Networks Pvt. Ltd. June 2009 - November 2010
Skills
Telecommunications, Analysis, Team Management, Databases, Testing, Business Development, SDLC, MIS, Program Management, Project Management, Business Strategy, Project Planning, Competitive Analysis, Service Delivery, Process Improvement, Vendor Management, CRM, SQL, Python, Java, J2EE Web Services, C++
Education
Seattle University 2015 — 2017
Master’s Degree, Computer Science
California State University-Fullerton 2014 — 2015
Master’s Degree, Computer Science, 3.72
Rajiv Gandhi Institute of Technology- B.E Computers 2005 — 2009
B.E in Computers, Computer Science, 4.0
St.Teresa's Convent High School
State Street May 2015 - August 2015
California State University, Fullerton August 2014 - August 2015
Deloitte & Touche Consulting India Pvt. Ltd. November 2010 - March 2014
Tikona Digital Networks Pvt. Ltd. June 2009 - November 2010
Skills
Telecommunications, Analysis, Team Management, Databases, Testing, Business Development, SDLC, MIS, Program Management, Project Management, Business Strategy, Project Planning, Competitive Analysis, Service Delivery, Process Improvement, Vendor Management, CRM, SQL, Python, Java, J2EE Web Services, C++
Education
Seattle University 2015 — 2017
Master’s Degree, Computer Science
California State University-Fullerton 2014 — 2015
Master’s Degree, Computer Science, 3.72
Rajiv Gandhi Institute of Technology- B.E Computers 2005 — 2009
B.E in Computers, Computer Science, 4.0
St.Teresa's Convent High School
Oumnia Bennana Oumnia Bennana's State Street Experience June 2015 - Present
Job Guest Services at Frost Ice Bar
Industry Investment Banking
Experience
State Street June 2015 - Present
State Street August 2014 - Present
Menton October 2013 - June 2014
Frost Ice Bar August 2013 - June 2014
Bunker Hill Community College June 2012 - June 2013
Bunker Hill Community College February 2012 - June 2013
Cafe Pompei October 2011 - June 2013
Skills
Communication, Multitasking Skills, Microsoft Office, PowerPoint, Creative Writing, Volunteering, Customer Service, Social Networking, Nutrition, Event Planning, Teamwork, Data Entry, Time Management, Critical Thinking, Microsoft Word
Education
University of Massachusetts Boston 2013 — 2015
International Business
Bunker Hill Community College 2011 — 2013
Associate of Arts (A.A.), Business/Commerce, General
State Street June 2015 - Present
State Street August 2014 - Present
Menton October 2013 - June 2014
Frost Ice Bar August 2013 - June 2014
Bunker Hill Community College June 2012 - June 2013
Bunker Hill Community College February 2012 - June 2013
Cafe Pompei October 2011 - June 2013
Skills
Communication, Multitasking Skills, Microsoft Office, PowerPoint, Creative Writing, Volunteering, Customer Service, Social Networking, Nutrition, Event Planning, Teamwork, Data Entry, Time Management, Critical Thinking, Microsoft Word
Education
University of Massachusetts Boston 2013 — 2015
International Business
Bunker Hill Community College 2011 — 2013
Associate of Arts (A.A.), Business/Commerce, General
Michael Stadt Michael Stadt's State Street Experience September 2015 - Present
Job Trade Processor Associate lvl 2 at State Street
Industry Pharmaceuticals
Experience
State Street September 2015 - Present
AmerisourceBergen March 2012 - Present
Costal Candi March 2008 - November 2014
Skills
Data Entry, Outlook, Sales, Microsoft Excel, C++, Financial Accounting, Corporate Finance, SQL, Microsoft Office, Management, Leadership, Finance, Access, Data Analysis, Team Leadership, Invoicing, Options and Futures, Interest Rate..., Interest Rate Risk..., Insurance, Risk Analysis, Public Speaking
Education
California State University-Fullerton 2012 — 2015
Business Analytics, Jr.
Cal State Fullerton 2010 — 2015
Business Administration, Finance
cvcs 2005 — 2010
State Street September 2015 - Present
AmerisourceBergen March 2012 - Present
Costal Candi March 2008 - November 2014
Skills
Data Entry, Outlook, Sales, Microsoft Excel, C++, Financial Accounting, Corporate Finance, SQL, Microsoft Office, Management, Leadership, Finance, Access, Data Analysis, Team Leadership, Invoicing, Options and Futures, Interest Rate..., Interest Rate Risk..., Insurance, Risk Analysis, Public Speaking
Education
California State University-Fullerton 2012 — 2015
Business Analytics, Jr.
Cal State Fullerton 2010 — 2015
Business Administration, Finance
cvcs 2005 — 2010
Ashley Jo Elliott's State Street Experience June 2013 - August 2013
Job Data/Business Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2014 - Present
California State University, Chico January 2012 - May 2014
Consulting April 2012 - April 2014
State Street June 2013 - August 2013
The Buckle May 2012 - August 2012
Team Worldwide June 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office..., Microsoft Outlook, Point of Sale, Micros, Oracle HR, Adobe Acrobat, Famous Database, Access Database, JavaScript, SnagIt, Financial Reporting, Financial Analysis, Leadership Development, Team Building, Cultural Diversity, Logistics, Customer Service, Interpersonal Skill, Sales Process, Public Speaking, Guest Loyalty..., PowerPoint, Outlook, POS, MICROS, SharePoint Server, Training
Education
Middle Tennessee State University 2015 — 2016
Master of Science (MS), Finance
University of Turin 2011 — 2011
Business Administration and Management, General
California State University-Chico
Bachelor of Arts (B.A.); Bachelor of Science (B.S.), Finance, Communication Studies, Management, International Business
Deloitte July 2014 - Present
California State University, Chico January 2012 - May 2014
Consulting April 2012 - April 2014
State Street June 2013 - August 2013
The Buckle May 2012 - August 2012
Team Worldwide June 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office..., Microsoft Outlook, Point of Sale, Micros, Oracle HR, Adobe Acrobat, Famous Database, Access Database, JavaScript, SnagIt, Financial Reporting, Financial Analysis, Leadership Development, Team Building, Cultural Diversity, Logistics, Customer Service, Interpersonal Skill, Sales Process, Public Speaking, Guest Loyalty..., PowerPoint, Outlook, POS, MICROS, SharePoint Server, Training
Education
Middle Tennessee State University 2015 — 2016
Master of Science (MS), Finance
University of Turin 2011 — 2011
Business Administration and Management, General
California State University-Chico
Bachelor of Arts (B.A.); Bachelor of Science (B.S.), Finance, Communication Studies, Management, International Business
Phillip Claxton Phillip Claxton's State Street Experience 2006 - 2007
Job Business Relationship Manager, AVP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase June 2011 - December 2012
JPMorgan Chase August 2008 - June 2011
State Street 2006 - 2007
Community Legal Information Center January 2004 - May 2005
Circuit City April 2003 - January 2005
Skills
Small Business Lending, Banking, Credit, Lines Of Credit, Retail Banking, Private Banking, Merchant Services, Personal Banking, Retirement Planning, Loans, Series 6, Commercial Banking, Sales, Series 63, Customer Service, Leadership, Management, Portfolio Management, Financial Services, Credit Analysis, Relationship Management
Education
California State University-Chico 2001 — 2005
Bachelor's degree, International Economics
University of the Basque Country 2006 — 2006
Spanish Language studies
JPMorgan Chase January 2013 - Present
JPMorgan Chase June 2011 - December 2012
JPMorgan Chase August 2008 - June 2011
State Street 2006 - 2007
Community Legal Information Center January 2004 - May 2005
Circuit City April 2003 - January 2005
Skills
Small Business Lending, Banking, Credit, Lines Of Credit, Retail Banking, Private Banking, Merchant Services, Personal Banking, Retirement Planning, Loans, Series 6, Commercial Banking, Sales, Series 63, Customer Service, Leadership, Management, Portfolio Management, Financial Services, Credit Analysis, Relationship Management
Education
California State University-Chico 2001 — 2005
Bachelor's degree, International Economics
University of the Basque Country 2006 — 2006
Spanish Language studies
Samantha Walmsley Samantha Walmsley's State Street Experience June 2015 - August 2015
Job Mutual Fund Accounting Intern at State Street
Industry Financial Services
Experience
Alpha Phi Theta Upsilon December 2014 - Present
State Street June 2015 - August 2015
FUTURE FORD OF ROSEVILLE May 2014 - August 2014
SAFE Credit Union January 2011 - July 2013
Sierra College January 2012 - August 2012
Education
California State University-Chico 2013 — 2015
Bachelor's Degree, Business Administration, Finance; Minor in Marketing.
Sierra College 2010 — 2013
Associate's Degree, Social Sciences and Business Administration.
Alpha Phi Theta Upsilon December 2014 - Present
State Street June 2015 - August 2015
FUTURE FORD OF ROSEVILLE May 2014 - August 2014
SAFE Credit Union January 2011 - July 2013
Sierra College January 2012 - August 2012
Education
California State University-Chico 2013 — 2015
Bachelor's Degree, Business Administration, Finance; Minor in Marketing.
Sierra College 2010 — 2013
Associate's Degree, Social Sciences and Business Administration.
MIMI HUTH MIMI HUTH's State Street Experience January 2002 - February 2003
Job Senior Accountant at Abbot Labs
Industry Accounting
Experience
Abbott July 2005 - Present
Allergan January 2003 - May 2004
State Street January 2002 - February 2003
Telmar Network Technology January 1998 - January 2002
Skills
Healthcare, Customer Service, Leadership, Microsoft Excel, Project Management, Strategic Planning, Process Improvement, Microsoft Word, Hospitals, PowerPoint, SAP ERP, BCS, BWC, Hyperion
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
Abbott July 2005 - Present
Allergan January 2003 - May 2004
State Street January 2002 - February 2003
Telmar Network Technology January 1998 - January 2002
Skills
Healthcare, Customer Service, Leadership, Microsoft Excel, Project Management, Strategic Planning, Process Improvement, Microsoft Word, Hospitals, PowerPoint, SAP ERP, BCS, BWC, Hyperion
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
Benjamin Schuster Benjamin Schuster's State Street Experience May 2015 - Present
Job Mutual Fund Accountant at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
Stefan Maniscalco's State Street Experience May 2015 - Present
Job Student at Bunker Hill Community College
Industry Financial Services
Experience
State Street May 2015 - Present
Lantz construction June 2013 - August 2014
Todd building services January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Public Speaking, Research, Social Media, Leadership, PowerPoint, Microsoft Word, Time Management, Teamwork, Marketing, Team Building, Sales
Education
Bunker Hill Community College 2013 — 2017
Business Administration and Management, General
State Street May 2015 - Present
Lantz construction June 2013 - August 2014
Todd building services January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Public Speaking, Research, Social Media, Leadership, PowerPoint, Microsoft Word, Time Management, Teamwork, Marketing, Team Building, Sales
Education
Bunker Hill Community College 2013 — 2017
Business Administration and Management, General
Alejandro B. Gaytán's State Street Experience November 2006 - April 2011
Job Financial Services I Banking I Operations I AntiMoney Laundering I Bank Secrecy Act
Industry Banking
Experience
Citigroup October 2014 - Present
New Penn Financial, LLC October 2012 - September 2013
State Street November 2006 - April 2011
Skills
Omgeo - Alert, Excel, Microsoft Office, Fixed Income, Bloomberg, Financial Services, Middle Office, Microsoft Excel, Process Improvement, Investments, Portfolio Management, FX Options, Back Office, Finance, Trading, Settlement, Banking, Financial Analysis, Financial Risk
Education
California State University-Long Beach 2000 — 2006
BA, Finance
Citigroup October 2014 - Present
New Penn Financial, LLC October 2012 - September 2013
State Street November 2006 - April 2011
Skills
Omgeo - Alert, Excel, Microsoft Office, Fixed Income, Bloomberg, Financial Services, Middle Office, Microsoft Excel, Process Improvement, Investments, Portfolio Management, FX Options, Back Office, Finance, Trading, Settlement, Banking, Financial Analysis, Financial Risk
Education
California State University-Long Beach 2000 — 2006
BA, Finance
Thierry Mwamba's State Street Experience November 2014 - March 2015
Job Software Support Analyst
Industry Information Technology and Services
Experience
Boston Globe Media April 2015 - Present
State Street November 2014 - March 2015
Expedient June 2011 - August 2013
Lynn Public Schools February 2011 - March 2011
Skills
Network Administration, Linux System..., Access, Microsoft Office, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Active Directory, Servers, Windows Server, Windows
Education
University of Massachusetts Boston 2013 — 2015
Information Technology
Lincoln College of Technology-West Palm Beach 2010 — 2012
Associate's Degree, Information Technology
Bunker Hill Community College 2007 — 2009
Business Administration and Management, General
Boston Globe Media April 2015 - Present
State Street November 2014 - March 2015
Expedient June 2011 - August 2013
Lynn Public Schools February 2011 - March 2011
Skills
Network Administration, Linux System..., Access, Microsoft Office, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Active Directory, Servers, Windows Server, Windows
Education
University of Massachusetts Boston 2013 — 2015
Information Technology
Lincoln College of Technology-West Palm Beach 2010 — 2012
Associate's Degree, Information Technology
Bunker Hill Community College 2007 — 2009
Business Administration and Management, General
Savita Goswami Savita Goswami's State Street Experience May 2015 - Present
Job Global Procurement Services
Industry Management Consulting
Experience
State Street May 2015 - Present
Massachusetts General Hospital April 2008 - Present
State Street January 2012 - January 2013
Massachusetts General Hospital February 2010 - June 2010
Cambridge Health Alliance February 2006 - November 2008
Whidden Memorial Hospital May 2005 - February 2006
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Management, English, Coaching, Meditech, Epic Systems, Peachtree, QuickBooks, Mysis
Education
University of Massachusetts Lowell
Bachelor's degree, Finance and Financial Management Services
Bunker Hill Community College 2010 — 2013
Associate's degree, Accounting
State Street May 2015 - Present
Massachusetts General Hospital April 2008 - Present
State Street January 2012 - January 2013
Massachusetts General Hospital February 2010 - June 2010
Cambridge Health Alliance February 2006 - November 2008
Whidden Memorial Hospital May 2005 - February 2006
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Management, English, Coaching, Meditech, Epic Systems, Peachtree, QuickBooks, Mysis
Education
University of Massachusetts Lowell
Bachelor's degree, Finance and Financial Management Services
Bunker Hill Community College 2010 — 2013
Associate's degree, Accounting
Kevin Oldknow's State Street Experience January 2011 - February 2013
Job Inventory Analyst at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation November 2014 - Present
Intel Corporation January 2014 - November 2014
Intel Corporation January 2013 - January 2014
State Street January 2011 - February 2013
Skills
Microsoft Excel, Microsoft Office, Access, Financial Analysis, Financial Reporting, Accounting, Investment Strategies, Visual Studio, Visual Basic, G/L Reconciliations, Financial Statement..., Financial Modeling, Financial Accounting, Financial Risk, Corporate Finance, Managerial Finance, Change Management, Business Process..., Data Analysis, Finance
Education
CSU Sacramento 2009 — 2012
Master of Business Administration (MBA), Finance, General
CSU Chico 2002 — 2007
Bachelor of Science (BS), Finance, General
Intel Corporation November 2014 - Present
Intel Corporation January 2014 - November 2014
Intel Corporation January 2013 - January 2014
State Street January 2011 - February 2013
Skills
Microsoft Excel, Microsoft Office, Access, Financial Analysis, Financial Reporting, Accounting, Investment Strategies, Visual Studio, Visual Basic, G/L Reconciliations, Financial Statement..., Financial Modeling, Financial Accounting, Financial Risk, Corporate Finance, Managerial Finance, Change Management, Business Process..., Data Analysis, Finance
Education
CSU Sacramento 2009 — 2012
Master of Business Administration (MBA), Finance, General
CSU Chico 2002 — 2007
Bachelor of Science (BS), Finance, General
Youssef Lechheb Youssef Lechheb's State Street Experience November 2010 - Present
Job Fund Accountant (Client Ops) at State Street
Industry Accounting
Experience
State Street November 2010 - Present
Tax Express January 2009 - May 2012
Charles Hotel September 2007 - November 2010
Pigier School of Private Education Morocco September 2002 - October 2006
Sokarfa January 2005 - July 2006
Afouiche Society October 2000 - July 2006
Skills
Accounting, Auditing, Financial Statements, Tax, Tax Preparation, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Financial Accounting
Education
Suffolk University - Sawyer Business School 2015 — 2017
MBA/GDPA (Graduate Diploma in Professional Accounting), Accounting and Finance
Northeastern University 2013 — 2015
BS in Science in Finance and Accounting Management, Accounting and Finance, 3.8
Bunker Hill Community College 2011 — 2013
Associate degree in Business Administration, Accounting and Finance, 3.9
Drake Electronic Training Center
Taxation
H&R Block
Moulay Ismail University Morocco
Associate's Degree, Math and Physics
Technicians & Vocational Formation Institute Morocco
Urban League of Eastern Massachusetts
State Street November 2010 - Present
Tax Express January 2009 - May 2012
Charles Hotel September 2007 - November 2010
Pigier School of Private Education Morocco September 2002 - October 2006
Sokarfa January 2005 - July 2006
Afouiche Society October 2000 - July 2006
Skills
Accounting, Auditing, Financial Statements, Tax, Tax Preparation, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Financial Accounting
Education
Suffolk University - Sawyer Business School 2015 — 2017
MBA/GDPA (Graduate Diploma in Professional Accounting), Accounting and Finance
Northeastern University 2013 — 2015
BS in Science in Finance and Accounting Management, Accounting and Finance, 3.8
Bunker Hill Community College 2011 — 2013
Associate degree in Business Administration, Accounting and Finance, 3.9
Drake Electronic Training Center
Taxation
H&R Block
Moulay Ismail University Morocco
Associate's Degree, Math and Physics
Technicians & Vocational Formation Institute Morocco
Urban League of Eastern Massachusetts
Jeremy Flash Adams Jeremy Flash Adams's State Street Experience May 2015 - Present
Job Client Operations Manager Officer
Industry Financial Services
Experience
State Street May 2015 - Present
State Street February 2014 - May 2015
State Street June 2012 - February 2014
Skills
Ninja Skills, Finance, Microsoft Excel, Mutual Funds, Financial Analysis, Team Leadership, Management, Equities, Financial Reporting, Public Speaking, Leadership, Motivation, Process Improvement, Time Management, Financial Services, Risk Management, Analysis
Education
California State University-Sacramento 2015 — 2016
Master of Business Administration (MBA)
California State University-Chico 2010 — 2012
Bachelor of Science in Finance
State Street May 2015 - Present
State Street February 2014 - May 2015
State Street June 2012 - February 2014
Skills
Ninja Skills, Finance, Microsoft Excel, Mutual Funds, Financial Analysis, Team Leadership, Management, Equities, Financial Reporting, Public Speaking, Leadership, Motivation, Process Improvement, Time Management, Financial Services, Risk Management, Analysis
Education
California State University-Sacramento 2015 — 2016
Master of Business Administration (MBA)
California State University-Chico 2010 — 2012
Bachelor of Science in Finance
Mathew Hobson Mathew Hobson's State Street Experience February 2015 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
Oracle January 2014 - January 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Economics
State Street February 2015 - Present
Oracle January 2014 - January 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Economics
Poonum Gandhi's State Street Experience November 2006 - July 2011
Job Sales & Marketing Professional Always Ready to Work!
Industry Marketing and Advertising
Experience
Sales/Marketing January 2006 - Present
Pura Vida Tequila Company LLC May 2014 - November 2014
Pura Vida Tequila Company LLC June 2013 - May 2014
Greenhouse Agency, Inc 2007 - May 2014
White Cap Construction Supply January 2013 - April 2013
Air & Water, Inc. February 2012 - April 2012
Westview Services September 2011 - February 2012
State Street November 2006 - July 2011
Eagle Roofing Products July 2005 - March 2006
BDS Marketing, Mercedes-Benz House of Imports and Downtown LA Motors November 2004 - March 2006
Skills
Marketing, Sales, Event Management, Management, Email Marketing, Event Planning, Social Media, Customer Service, Account Management, Facebook, Leadership, Trade Shows, Microsoft Excel, Team Building, Online Marketing, Training, PowerPoint, Retail, Microsoft Office, Marketing Communications, Food & Beverage, Nonprofits, Microsoft Word, Sales Management, Time Management, Public Speaking, Hospitality Management, Outlook, Teamwork, Team Leadership, Customer Satisfaction, Recruiting, Interviews, Product Development, Project Planning, Direct Marketing, New Business Development, Marketing Event Planning, Team Mentoring, Sales Presentations, Salesforce.com, Motivational Speaking, Relationship Marketing, Team Management, Purchasing Negotiation, Creative Problem Solving, Wine & Spirits Industry, Conventions, Event Based Marketing, Product Demonstration
Education
California State University-Fullerton 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Sales/Marketing January 2006 - Present
Pura Vida Tequila Company LLC May 2014 - November 2014
Pura Vida Tequila Company LLC June 2013 - May 2014
Greenhouse Agency, Inc 2007 - May 2014
White Cap Construction Supply January 2013 - April 2013
Air & Water, Inc. February 2012 - April 2012
Westview Services September 2011 - February 2012
State Street November 2006 - July 2011
Eagle Roofing Products July 2005 - March 2006
BDS Marketing, Mercedes-Benz House of Imports and Downtown LA Motors November 2004 - March 2006
Skills
Marketing, Sales, Event Management, Management, Email Marketing, Event Planning, Social Media, Customer Service, Account Management, Facebook, Leadership, Trade Shows, Microsoft Excel, Team Building, Online Marketing, Training, PowerPoint, Retail, Microsoft Office, Marketing Communications, Food & Beverage, Nonprofits, Microsoft Word, Sales Management, Time Management, Public Speaking, Hospitality Management, Outlook, Teamwork, Team Leadership, Customer Satisfaction, Recruiting, Interviews, Product Development, Project Planning, Direct Marketing, New Business Development, Marketing Event Planning, Team Mentoring, Sales Presentations, Salesforce.com, Motivational Speaking, Relationship Marketing, Team Management, Purchasing Negotiation, Creative Problem Solving, Wine & Spirits Industry, Conventions, Event Based Marketing, Product Demonstration
Education
California State University-Fullerton 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Youssef Abdennassib's State Street Experience July 2013 - Present
Job Fund Admin Strategy & Support at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
State Street January 2013 - July 2013
Ashur restaurant January 2012 - December 2012
Maties February 2010 - November 2011
Skills
Problem Solving, Data Analysis, Industrial Maintenance..., Critical Thinking, Time Management, Inventory Management, High Organizational..., Network Engineering, Computer Maintenance, Dialysis machines..., Preventive Maintenance, Electrical Engineering, Electronics, Software Engineering, Technical Support, Troubleshooting, Training
Education
Bunker Hill Community College 2013 — 2016
Engineering
YearUp 2012 — 2013
• Information Technology
Specialized Institute of Applied Technology 2007 — 2009
• Associate's degree, Electro-mechanics of Automated Systems, Good
State Street July 2013 - Present
State Street January 2013 - July 2013
Ashur restaurant January 2012 - December 2012
Maties February 2010 - November 2011
Skills
Problem Solving, Data Analysis, Industrial Maintenance..., Critical Thinking, Time Management, Inventory Management, High Organizational..., Network Engineering, Computer Maintenance, Dialysis machines..., Preventive Maintenance, Electrical Engineering, Electronics, Software Engineering, Technical Support, Troubleshooting, Training
Education
Bunker Hill Community College 2013 — 2016
Engineering
YearUp 2012 — 2013
• Information Technology
Specialized Institute of Applied Technology 2007 — 2009
• Associate's degree, Electro-mechanics of Automated Systems, Good
Niket Patel's State Street Experience September 2013 - December 2013
Job Applicaton Programmer at State Street Global Advisors
Industry Computer Software
Experience
State Street Global Advisors December 2013 - Present
State Street September 2013 - December 2013
California State University, Fullerton May 2012 - December 2012
California State University, Fullerton June 2012 - August 2012
Evosys August 2010 - October 2011
Skills
Java, JavaScript, jQuery, HTML, CSS, AJAX, Web Services, EJB, Spring, Hibernate, XML, Java Enterprise Edition, Eclipse, JBoss Application Server, JDBC, Tomcat, MySQL, C++, SQL, C, PHP, Web Development, Databases, Web Applications, Apache, JSON, Unix, Bash, IBM Websphere, Oracle
Education
California State University-Fullerton 2011 — 2013
M.S., Computer Science, 3.40
Gujarat University 2007 — 2011
Bachelor's degree, Computer Engineering, 3.30
State Street Global Advisors December 2013 - Present
State Street September 2013 - December 2013
California State University, Fullerton May 2012 - December 2012
California State University, Fullerton June 2012 - August 2012
Evosys August 2010 - October 2011
Skills
Java, JavaScript, jQuery, HTML, CSS, AJAX, Web Services, EJB, Spring, Hibernate, XML, Java Enterprise Edition, Eclipse, JBoss Application Server, JDBC, Tomcat, MySQL, C++, SQL, C, PHP, Web Development, Databases, Web Applications, Apache, JSON, Unix, Bash, IBM Websphere, Oracle
Education
California State University-Fullerton 2011 — 2013
M.S., Computer Science, 3.40
Gujarat University 2007 — 2011
Bachelor's degree, Computer Engineering, 3.30
Greg Ramsey's State Street Experience May 2008 - February 2009
Job Enterprise Cloud Security
Industry Information Technology and Services
Experience
CloudPassage July 2014 - Present
CloudPassage February 2014 - July 2014
GoGrid (Acquired by Datapipe) September 2013 - February 2014
GoGrid (Acquired by Datapipe) January 2013 - August 2013
CalPERS January 2011 - January 2013
Wells Fargo Financial August 2007 - December 2009
State Street May 2008 - February 2009
Skills
Bloomberg, Sales Management, Corporate Communications, IaaS, Network Marketing, Digital Marketing, Business Development, Business Continuity, Cloud Computing, CRM, SaaS, Social Networking, Portfolio Management, Sales, Social Media Marketing, Finance, Salesforce.com, Management, Marketing, Valuation, Credit, Fixed Income, Financial Risk, Analysis, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Bachelor of Science, Business, Economics
CloudPassage July 2014 - Present
CloudPassage February 2014 - July 2014
GoGrid (Acquired by Datapipe) September 2013 - February 2014
GoGrid (Acquired by Datapipe) January 2013 - August 2013
CalPERS January 2011 - January 2013
Wells Fargo Financial August 2007 - December 2009
State Street May 2008 - February 2009
Skills
Bloomberg, Sales Management, Corporate Communications, IaaS, Network Marketing, Digital Marketing, Business Development, Business Continuity, Cloud Computing, CRM, SaaS, Social Networking, Portfolio Management, Sales, Social Media Marketing, Finance, Salesforce.com, Management, Marketing, Valuation, Credit, Fixed Income, Financial Risk, Analysis, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Bachelor of Science, Business, Economics
David Ngo David Ngo's State Street Experience June 2010 - Present
Job Fixed Income Control Analyst at Capital Group
Industry Banking
Experience
Capital Group February 2014 - Present
State Street June 2010 - Present
State Street September 2006 - August 2010
State Street March 2006 - March 2010
Option One Mortgage September 2005 - March 2006
Skills
Agency MBS, VBA, Bloomberg, Business Objects
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration, Finance
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Economics
CFA Institute
CFA Level II Candidate
Capital Group February 2014 - Present
State Street June 2010 - Present
State Street September 2006 - August 2010
State Street March 2006 - March 2010
Option One Mortgage September 2005 - March 2006
Skills
Agency MBS, VBA, Bloomberg, Business Objects
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration, Finance
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Economics
CFA Institute
CFA Level II Candidate
Terrell Jenkins Terrell Jenkins's State Street Experience September 2012 - Present
Job Pricing Specialist
Industry Investment Banking
Experience
State Street September 2012 - Present
Education
Bunker Hill Community College 2010 — 2013
Associate's degree, Accounting
State Street September 2012 - Present
Education
Bunker Hill Community College 2010 — 2013
Associate's degree, Accounting
Garrett Martinez's State Street Experience June 2011 - August 2011
Job Infrastructure (onpremise/cloud) Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
Oracle April 2013 - November 2014
Walt Disney Imagineering June 2012 - September 2012
California West Property Management July 2010 - July 2012
MINDBODY, Inc. October 2011 - June 2012
Cal Poly Foundation September 2011 - June 2012
State Street June 2011 - August 2011
Skills
Oracle Engineered..., Oracle Hardware, Storage Solutions, Microsoft Excel, Prospecting Skills, Social Selling, Sales, Salesforce.com, Oracle Sales Cloud, SaaS, Valuation, Financial Modeling, Finance, Operating Budgets, Analysis, Financial Analysis, Budget Forecasts, Quality Management, ISO 9001-2008 Lead..., Freight Auditing, Freight Payment, Quality Auditing, Oracle E-Business Suite, Hyperion EPM, Property Management, Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Finance, Business Administration and Management, General
Oracle November 2014 - Present
Oracle April 2013 - November 2014
Walt Disney Imagineering June 2012 - September 2012
California West Property Management July 2010 - July 2012
MINDBODY, Inc. October 2011 - June 2012
Cal Poly Foundation September 2011 - June 2012
State Street June 2011 - August 2011
Skills
Oracle Engineered..., Oracle Hardware, Storage Solutions, Microsoft Excel, Prospecting Skills, Social Selling, Sales, Salesforce.com, Oracle Sales Cloud, SaaS, Valuation, Financial Modeling, Finance, Operating Budgets, Analysis, Financial Analysis, Budget Forecasts, Quality Management, ISO 9001-2008 Lead..., Freight Auditing, Freight Payment, Quality Auditing, Oracle E-Business Suite, Hyperion EPM, Property Management, Customer Engagement
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Finance, Business Administration and Management, General
Douglas McRae's State Street Experience July 2007 - Present
Job
Industry Information Technology and Services
Experience
State Street July 2007 - Present
Investors Bank & Trust August 2005 - July 2007
Plexus Group - JPMorgan Chase 1998 - 2004
Commerce Clearing House 1993 - 1998
AI/GBT 1991 - 1993
Vision Ten 1990 - 1991
Truvel Corp 1987 - 1990
Skills
Equities, Financial Services, Software Project..., Leadership, Software Development, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Risk Management, Asset Management, CRM, Program Management, Vendor Management, Investments
Education
University of Southern California 1990 — 1993
MBA
California State University, Long Beach 1984 — 1987
B.S.
State Street July 2007 - Present
Investors Bank & Trust August 2005 - July 2007
Plexus Group - JPMorgan Chase 1998 - 2004
Commerce Clearing House 1993 - 1998
AI/GBT 1991 - 1993
Vision Ten 1990 - 1991
Truvel Corp 1987 - 1990
Skills
Equities, Financial Services, Software Project..., Leadership, Software Development, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Risk Management, Asset Management, CRM, Program Management, Vendor Management, Investments
Education
University of Southern California 1990 — 1993
MBA
California State University, Long Beach 1984 — 1987
B.S.
James Munoz's State Street Experience 2007 - Present
Job Vice President State Street Corporation
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 2001 - 2007
Barclays Global Investors 2000 - 2001
Barclays Global Investors 1997 - 2000
ValliWide Bank January 1996 - July 1997
Skills
Financial Analysis
Education
California State University-Fresno 1989 — 1994
BS, Business Administration
State Street 2007 - Present
Investors Bank & Trust 2001 - 2007
Barclays Global Investors 2000 - 2001
Barclays Global Investors 1997 - 2000
ValliWide Bank January 1996 - July 1997
Skills
Financial Analysis
Education
California State University-Fresno 1989 — 1994
BS, Business Administration
Sen Sun's State Street Experience December 2002 - June 2004
Job Director at WNC & Associates
Industry Real Estate
Experience
WNC & Associates May 2008 - Present
WNC & Associates June 2007 - Present
WNC & Associates June 2004 - Present
State Street December 2002 - June 2004
Education
California State University-Fullerton 1999 — 2002
MBA
Peking University 1990 — 1995
B.A.
WNC & Associates May 2008 - Present
WNC & Associates June 2007 - Present
WNC & Associates June 2004 - Present
State Street December 2002 - June 2004
Education
California State University-Fullerton 1999 — 2002
MBA
Peking University 1990 — 1995
B.A.
Michelle Vinciguerra's State Street Experience 1993 - 2003
Job Asset Manager at MassHousing
Industry Real Estate
Experience
MassHousing December 2004 - Present
State Street 1993 - 2003
Skills
Financial Reporting, Analysis, Asset Management, Due Diligence, Asset Managment, Financial Analysis, Risk Management, Mutual Funds, Financial Services
Education
California State University, Fresno 1987 — 1991
BS, Business Finance, French
MassHousing December 2004 - Present
State Street 1993 - 2003
Skills
Financial Reporting, Analysis, Asset Management, Due Diligence, Asset Managment, Financial Analysis, Risk Management, Mutual Funds, Financial Services
Education
California State University, Fresno 1987 — 1991
BS, Business Finance, French
Jeff DeMers's State Street Experience October 2005 - September 2013
Job TSE at EMC
Industry Computer Hardware
Experience
EMC January 2014 - Present
State Street October 2005 - September 2013
Tek Systems June 2005 - October 2005
Zions Management Services Company July 2000 - May 2005
Education
California State University-Fullerton 2009 — 2011
masters, Instructional Design and technology
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Science, Network and Communcations Management
EMC January 2014 - Present
State Street October 2005 - September 2013
Tek Systems June 2005 - October 2005
Zions Management Services Company July 2000 - May 2005
Education
California State University-Fullerton 2009 — 2011
masters, Instructional Design and technology
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Science, Network and Communcations Management
Eliza Rivera, MBA's State Street Experience May 2003 - November 2006
Job Professional
Industry Financial Services
Experience
Pacific Life June 2008 - Present
Alliance Resource Group November 2006 - June 2008
State Street May 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Word, PowerPoint, Excel, Microsoft Office, Financial Accounting, Financial Modeling
Education
California State University-Fullerton
MBA, Finance
Pacific Life June 2008 - Present
Alliance Resource Group November 2006 - June 2008
State Street May 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Word, PowerPoint, Excel, Microsoft Office, Financial Accounting, Financial Modeling
Education
California State University-Fullerton
MBA, Finance
Eric C. Rangel's State Street Experience October 2011 - Present
Job Officer at State Street
Industry Investment Management
Experience
State Street October 2011 - Present
State Street June 2008 - October 2011
First American Corporation October 2007 - May 2008
Impac Mortgage Holdings September 2006 - October 2007
Aames Financial Corporation April 2004 - September 2006
Partners Federal Credit Union December 2002 - April 2004
Skills
Bloomberg, Derivatives, Finance, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
State Street October 2011 - Present
State Street June 2008 - October 2011
First American Corporation October 2007 - May 2008
Impac Mortgage Holdings September 2006 - October 2007
Aames Financial Corporation April 2004 - September 2006
Partners Federal Credit Union December 2002 - April 2004
Skills
Bloomberg, Derivatives, Finance, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
Jim Davison's State Street Experience February 2014 - Present
Job Vice President, Regional Consultant, Private Wealth Solutions Group at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
Eddie Kim's State Street Experience 2000 - 2006
Job IT Manager at Holthouse Carlin & Van Trigt LLP
Industry Information Technology and Services
Experience
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Deborah Lorenzen's State Street Experience November 2014 - Present
Job Chief Operating Officer at State Street
Industry Banking
Experience
State Street November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon November 2011 - June 2013
BNY Mellon September 2008 - October 2011
The Bank of New York 2006 - 2007
The Bank of New York, Europe 2005 - 2006
Skills
Global Strategy, Negotiating Contracts, P&L, Pricing Strategy, Program Execution, Mentoring, Driving Results, Contract Negotiation, Vendor Management, Financial Services, Income Statement, Securities, Program Management, Strategy, Investments, Banking, Fixed Income, Management, Product Management, Back Office, SDLC, Process Improvement, Product Development, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Risk Management, Capital Markets, Fund Administration, Integration, Derivatives, Global Custody, Mutual Funds, Middle Office, Financial Markets, Finance
Education
Harvard Business School 2014 — 2014
HBX - Disruptive Strategy
University of Pennsylvania 2014 — 2014
Gamification
Harvard Business School 2012 — 2012
Global Strategic Management
Columbia University - Columbia Business School 1998 — 2000
EMBA, Finance
California State University, Fresno 1988 — 1990
BA, Economics, Journalism
State Street November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon November 2011 - June 2013
BNY Mellon September 2008 - October 2011
The Bank of New York 2006 - 2007
The Bank of New York, Europe 2005 - 2006
Skills
Global Strategy, Negotiating Contracts, P&L, Pricing Strategy, Program Execution, Mentoring, Driving Results, Contract Negotiation, Vendor Management, Financial Services, Income Statement, Securities, Program Management, Strategy, Investments, Banking, Fixed Income, Management, Product Management, Back Office, SDLC, Process Improvement, Product Development, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Risk Management, Capital Markets, Fund Administration, Integration, Derivatives, Global Custody, Mutual Funds, Middle Office, Financial Markets, Finance
Education
Harvard Business School 2014 — 2014
HBX - Disruptive Strategy
University of Pennsylvania 2014 — 2014
Gamification
Harvard Business School 2012 — 2012
Global Strategic Management
Columbia University - Columbia Business School 1998 — 2000
EMBA, Finance
California State University, Fresno 1988 — 1990
BA, Economics, Journalism
Christopher Bohannon's State Street Experience November 2008 - Present
Job Global Securities Management
Industry Investment Management
Experience
State Street November 2008 - Present
Education
California State University-Fullerton - College of Business and Economics 2004 — 2008
Bachelors, Business Administration and Economics, 3.7
State Street November 2008 - Present
Education
California State University-Fullerton - College of Business and Economics 2004 — 2008
Bachelors, Business Administration and Economics, 3.7
Zang Thao's State Street Experience September 2014 - Present
Job Operations Manager at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street May 2011 - September 2014
State Street Bank December 2010 - May 2011
State Street Bank June 2006 - November 2010
Tri Counties Bank March 2005 - June 2006
Skills
Securities, Asset Management, Finance, Bonds, Bloomberg, Fixed Income, Valuation, Fund Accounting, Corporate Actions, Bloomberg Terminal, Fund Administration, Banking, Equities, Financial Analysis, Private Equity, Alternative Investments, Mutual Funds, Risk Management, Hedge Funds, Financial Services, Derivatives, Trading, Portfolio Management, Investments
Education
California State University-Chico 2001 — 2006
Business Administration, Finance
State Street September 2014 - Present
State Street May 2011 - September 2014
State Street Bank December 2010 - May 2011
State Street Bank June 2006 - November 2010
Tri Counties Bank March 2005 - June 2006
Skills
Securities, Asset Management, Finance, Bonds, Bloomberg, Fixed Income, Valuation, Fund Accounting, Corporate Actions, Bloomberg Terminal, Fund Administration, Banking, Equities, Financial Analysis, Private Equity, Alternative Investments, Mutual Funds, Risk Management, Hedge Funds, Financial Services, Derivatives, Trading, Portfolio Management, Investments
Education
California State University-Chico 2001 — 2006
Business Administration, Finance
Frank Farnesi's State Street Experience May 2013 - Present
Job AVP North America Lead for Enterprise Business Solutions at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street July 2011 - April 2013
State Street March 2011 - July 2011
State Street December 2009 - March 2011
Morgan Stanley Investment Management May 2008 - November 2009
SEI Investments February 2007 - May 2008
SEI Investments May 2004 - February 2007
SEI Investments September 2000 - May 2004
Skills
Vendor Management, Process Improvement, Project Management, Recruiting, Training, Management, Portfolio Management, Leadership, Financial Services, Time Management, Accounting, Program Management, Analysis, Mutual Funds, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
Project Management, Project Management
West Chester University of Pennsylvania 1994 — 1999
BSED
Cabrini College
Masters Degree, Master of Science in Organizational Leadership
State Street May 2013 - Present
State Street July 2011 - April 2013
State Street March 2011 - July 2011
State Street December 2009 - March 2011
Morgan Stanley Investment Management May 2008 - November 2009
SEI Investments February 2007 - May 2008
SEI Investments May 2004 - February 2007
SEI Investments September 2000 - May 2004
Skills
Vendor Management, Process Improvement, Project Management, Recruiting, Training, Management, Portfolio Management, Leadership, Financial Services, Time Management, Accounting, Program Management, Analysis, Mutual Funds, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
Project Management, Project Management
West Chester University of Pennsylvania 1994 — 1999
BSED
Cabrini College
Masters Degree, Master of Science in Organizational Leadership
Regla Soto's State Street Experience September 2005 - Present
Job Fund Accountant at State Street
Industry Accounting
Experience
State Street September 2005 - Present
Skills
Fund Accounting, Bloomberg
Education
Bunker Hill Community College 2001 — 2004
New England College of Business and Finance 1998 — 2000
Banking and Financial Support Services
State Street September 2005 - Present
Skills
Fund Accounting, Bloomberg
Education
Bunker Hill Community College 2001 — 2004
New England College of Business and Finance 1998 — 2000
Banking and Financial Support Services
Katina Tollefson, SPHR's State Street Experience December 2009 - September 2011
Job Senior Recruiter at Dignity Health Medical Foundation
Industry Human Resources
Experience
Dignity Health Medical Foundation October 2011 - Present
State Street December 2009 - September 2011
Northrop Grumman Mission Systems May 2008 - January 2009
Conergy AG February 2007 - May 2008
Investors Bank & Trust January 2002 - February 2007
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Human Resources, Sourcing, Hiring, Training, Personnel Management
Education
California State University-Sacramento 1999 — 2001
BS, Business Administration - Human Resources and Marketing
University of Brighton 1999 — 1999
Business Administration
California State University-Chico 1996 — 1998
Business Administration - Human Resources and Marketing
Dignity Health Medical Foundation October 2011 - Present
State Street December 2009 - September 2011
Northrop Grumman Mission Systems May 2008 - January 2009
Conergy AG February 2007 - May 2008
Investors Bank & Trust January 2002 - February 2007
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Human Resources, Sourcing, Hiring, Training, Personnel Management
Education
California State University-Sacramento 1999 — 2001
BS, Business Administration - Human Resources and Marketing
University of Brighton 1999 — 1999
Business Administration
California State University-Chico 1996 — 1998
Business Administration - Human Resources and Marketing
Marc Arroyo's State Street Experience January 2015 - Present
Job Client Relations at State Street
Industry Investment Banking
Experience
State Street January 2015 - Present
LPL Financial November 2011 - January 2015
LPL Financial August 2009 - November 2011
Skills
Finance, Peformance Return..., Relationship Management, Financial Data..., Portfolio Management, Financial Analysis, Financial Services, Customer Service, Investments, Analysis, QA Testing, Accounting, Insurance, Trading, Program Management, Cash Management, Time Management, Microsoft Excel, PowerPoint, Networking
Education
California State University-Fresno 2004 — 2006
B.S. Business Administration, Finance
State Street January 2015 - Present
LPL Financial November 2011 - January 2015
LPL Financial August 2009 - November 2011
Skills
Finance, Peformance Return..., Relationship Management, Financial Data..., Portfolio Management, Financial Analysis, Financial Services, Customer Service, Investments, Analysis, QA Testing, Accounting, Insurance, Trading, Program Management, Cash Management, Time Management, Microsoft Excel, PowerPoint, Networking
Education
California State University-Fresno 2004 — 2006
B.S. Business Administration, Finance
Munawar Rangoonwala's State Street Experience February 2014 - Present
Job Open Systems Analyst, AVP at State Street
Industry Information Technology and Services
Experience
State Street February 2014 - Present
Skills
Windows 7, Windows Server, Microsoft Office, Active Directory, Microsoft Exchange, VMware, Troubleshooting, Process Improvement, Windows, Customer Service, SharePoint, Citrix, Visio, Servers, Microsoft Excel, Vendor Management, Project Management, SQL, Microsoft Certified..., PowerPoint, Access, Switches
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelor of Science, Compute Information Systems
Mt. San Antonio College 1999 — 2002
Associate of Arts, Liberal Studies
Charter Oak High School
State Street February 2014 - Present
Skills
Windows 7, Windows Server, Microsoft Office, Active Directory, Microsoft Exchange, VMware, Troubleshooting, Process Improvement, Windows, Customer Service, SharePoint, Citrix, Visio, Servers, Microsoft Excel, Vendor Management, Project Management, SQL, Microsoft Certified..., PowerPoint, Access, Switches
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelor of Science, Compute Information Systems
Mt. San Antonio College 1999 — 2002
Associate of Arts, Liberal Studies
Charter Oak High School
Christine McMurtrie Stella's State Street Experience December 2009 - June 2013
Job BDS Project Support Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
State Street December 2009 - June 2013
Morgan Stanley Investment Management October 1998 - November 2009
Delaware Investments March 1990 - October 1998
Education
Cabrini College 1985 — 1989
B.S., Accounting
BNY Mellon June 2013 - Present
State Street December 2009 - June 2013
Morgan Stanley Investment Management October 1998 - November 2009
Delaware Investments March 1990 - October 1998
Education
Cabrini College 1985 — 1989
B.S., Accounting
Rudy Hernandez's State Street Experience 2000 - 2005
Job Business Owner
Industry Farming
Experience
Privately Held LLC and Corporations 2001 - Present
State Street 2000 - 2005
Skills
Management, Account Reconciliation, Investments, Hedge Funds, Small Business
Education
California Polytechnic State University-San Luis Obispo
BS, Businsess Admin
Stonehill College
MS, Accounting
Privately Held LLC and Corporations 2001 - Present
State Street 2000 - 2005
Skills
Management, Account Reconciliation, Investments, Hedge Funds, Small Business
Education
California Polytechnic State University-San Luis Obispo
BS, Businsess Admin
Stonehill College
MS, Accounting
Bo Ralston's State Street Experience January 2011 - January 2013
Job Director of Business Services at MAAS Companies, Inc.
Industry Education Management
Experience
MAAS Companies, Inc. February 2013 - Present
State Street January 2011 - January 2013
Ocean Spray Cranberries August 2010 - November 2010
State Street January 2010 - July 2010
Hamilton Sundstrand June 2009 - January 2010
Seal Beach 16th Street Garage October 2001 - July 2008
Skills
Product Development, Operations Management, MS Office Suite, Visio, MS Project, MS Access, Product Innovation, Process Improvement, Access, Software Documentation, Project Management, Strategy, Supply Chain, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Corporate Finance / Supply Chain
California State University-Long Beach 2005 — 2008
BS / Certificate, Business Management / International Business
MAAS Companies, Inc. February 2013 - Present
State Street January 2011 - January 2013
Ocean Spray Cranberries August 2010 - November 2010
State Street January 2010 - July 2010
Hamilton Sundstrand June 2009 - January 2010
Seal Beach 16th Street Garage October 2001 - July 2008
Skills
Product Development, Operations Management, MS Office Suite, Visio, MS Project, MS Access, Product Innovation, Process Improvement, Access, Software Documentation, Project Management, Strategy, Supply Chain, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Corporate Finance / Supply Chain
California State University-Long Beach 2005 — 2008
BS / Certificate, Business Management / International Business
Sai Sriram Paturi's State Street Experience November 2013 - December 2014
Job Sr. Consultant at Fujitsu America Inc
Industry Information Technology and Services
Experience
Moody's Corporation March 2015 - Present
Fujitsu Technology Solutions October 2013 - Present
Monsanto Company January 2014 - December 2014
State Street November 2013 - December 2014
Thomson Reuters September 2011 - October 2013
Thomson Reuters August 2010 - September 2011
IT America inc February 2009 - September 2011
Genzyme February 2010 - August 2010
Upward Bound Projects, CSU, Chico September 2009 - December 2009
Student Learning Center, CSU, Chico January 2008 - December 2009
Skills
Salesforce.com, Apex Programming, Visualforce Pages, SOQL, RESTful WebServices, Salesforce.com..., Web Services, Force.com Sites, SOAP, REST, Salesforce Training, Visio, Apex Data Loader, HTML, JavaScript, jQuery, Time Management, Software Documentation, Tutoring, SQL, Unix, Java, C, Databases, XML, Linux, Core Java, Force.com, Informatica, SFDC
Education
California State University-Chico 2007 — 2009
M.S, Electrical and Computer Engg
Jawaharlal Nehru Technological University 2003 — 2007
B.Tech, Electrical and Communication Engg
Kendriya Vidyalaya 1991 — 2001
Moody's Corporation March 2015 - Present
Fujitsu Technology Solutions October 2013 - Present
Monsanto Company January 2014 - December 2014
State Street November 2013 - December 2014
Thomson Reuters September 2011 - October 2013
Thomson Reuters August 2010 - September 2011
IT America inc February 2009 - September 2011
Genzyme February 2010 - August 2010
Upward Bound Projects, CSU, Chico September 2009 - December 2009
Student Learning Center, CSU, Chico January 2008 - December 2009
Skills
Salesforce.com, Apex Programming, Visualforce Pages, SOQL, RESTful WebServices, Salesforce.com..., Web Services, Force.com Sites, SOAP, REST, Salesforce Training, Visio, Apex Data Loader, HTML, JavaScript, jQuery, Time Management, Software Documentation, Tutoring, SQL, Unix, Java, C, Databases, XML, Linux, Core Java, Force.com, Informatica, SFDC
Education
California State University-Chico 2007 — 2009
M.S, Electrical and Computer Engg
Jawaharlal Nehru Technological University 2003 — 2007
B.Tech, Electrical and Communication Engg
Kendriya Vidyalaya 1991 — 2001
Anna Szeto's State Street Experience May 2011 - October 2012
Job Senior Treasury Analyst at Shutterfly Inc.
Industry Internet
Experience
Shutterfly Inc. June 2015 - Present
JDSU October 2012 - May 2015
State Street May 2011 - October 2012
State Street June 2008 - May 2011
State Street April 2007 - June 2008
State Street June 2006 - April 2007
Education
California State University-Hayward - School of Business and Economics 2002 — 2006
BS, Business Administration - Accounting
Shutterfly Inc. June 2015 - Present
JDSU October 2012 - May 2015
State Street May 2011 - October 2012
State Street June 2008 - May 2011
State Street April 2007 - June 2008
State Street June 2006 - April 2007
Education
California State University-Hayward - School of Business and Economics 2002 — 2006
BS, Business Administration - Accounting
Elaine An's State Street Experience May 2000 - August 2011
Job Fund Accounting and Operations Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia June 2012 - Present
Araujo Mexican Grill October 2011 - July 2012
State Street May 2000 - August 2011
PTSA Washington High School, Fremont, California September 2002 - September 2006
Sysco Food Services of San Francisco, Fremont, California August 1998 - May 2000
Skills
Derivatives, Bloomberg, Trading, Accounting, Finance, Portfolio Management, Auditing, Analysis, General Ledger, Investments, Mutual Funds, Accruals, Fixed Income, Equities, Financial Accounting
Education
California State University-Hayward
Bachelor of Science in Business Administration, Accounting
Matthews Asia June 2012 - Present
Araujo Mexican Grill October 2011 - July 2012
State Street May 2000 - August 2011
PTSA Washington High School, Fremont, California September 2002 - September 2006
Sysco Food Services of San Francisco, Fremont, California August 1998 - May 2000
Skills
Derivatives, Bloomberg, Trading, Accounting, Finance, Portfolio Management, Auditing, Analysis, General Ledger, Investments, Mutual Funds, Accruals, Fixed Income, Equities, Financial Accounting
Education
California State University-Hayward
Bachelor of Science in Business Administration, Accounting
Hany Seif's State Street Experience October 2014 - Present
Job AVP Credit Analyst at State Street
Industry Banking
Experience
State Street October 2014 - Present
ADIB January 2012 - May 2014
ADIB November 2008 - January 2012
DAMAC Invest March 2007 - October 2008
Naeem Holding March 2007 - February 2008
MIBank June 2003 - May 2006
The Cabinet’s Information & Decision Support Centre (IDSC) May 2002 - May 2003
Education
Cairo University 1997 — 2001
Bachelor of economics, Economics and statistics
State Street October 2014 - Present
ADIB January 2012 - May 2014
ADIB November 2008 - January 2012
DAMAC Invest March 2007 - October 2008
Naeem Holding March 2007 - February 2008
MIBank June 2003 - May 2006
The Cabinet’s Information & Decision Support Centre (IDSC) May 2002 - May 2003
Education
Cairo University 1997 — 2001
Bachelor of economics, Economics and statistics
Will Hartshorne's State Street Experience January 2008 - February 2013
Job Securities Loans at First Republic Bank
Industry Banking
Experience
First Republic Bank September 2015 - Present
First Republic Securities Corporation 2013 - Present
State Street January 2008 - February 2013
Union Graphics 2005 - 2007
Skills
Financial Accounting, Fund Accounting, Fund Administration, Accounting, Finance, Corporate Finance, Auditing, Financial Analysis, Bloomberg Terminal, Options, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Services, Securities, Series 7, FINRA, Valuation
Education
California State University-Chico 2003 — 2008
Bachelor of Science, Business Administration
Jesuit High School
First Republic Bank September 2015 - Present
First Republic Securities Corporation 2013 - Present
State Street January 2008 - February 2013
Union Graphics 2005 - 2007
Skills
Financial Accounting, Fund Accounting, Fund Administration, Accounting, Finance, Corporate Finance, Auditing, Financial Analysis, Bloomberg Terminal, Options, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Services, Securities, Series 7, FINRA, Valuation
Education
California State University-Chico 2003 — 2008
Bachelor of Science, Business Administration
Jesuit High School
Erikka Marchiano's State Street Experience June 2007 - July 2010
Job Fund Accountant at Passport Capital
Industry Financial Services
Experience
Passport Capital June 2010 - Present
State Street June 2007 - July 2010
Investors Bank & Trust June 2006 - June 2007
Crush Girlz Clothing December 2004 - May 2006
Skills
Accounting, Alternative Investments, Microsoft Excel, Financial Services, Equities, Mutual Funds, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Valuation, Securities, Hedge Funds, Fund Of Funds, Bloomberg, Financial Reporting, Finance, Derivatives, Account Reconciliation, Financial Accounting, Financial Statements, US GAAP, Options, Tax, GAAP, Financial Analysis, Auditing, Swaps, Hedge Accounting, Equity Valuation, Advent, Bonds, Financial Statement..., NAV, Bloomberg Terminal, Fixed Income
Education
California State University-Chico 2002 — 2006
BA, Economics
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Passport Capital June 2010 - Present
State Street June 2007 - July 2010
Investors Bank & Trust June 2006 - June 2007
Crush Girlz Clothing December 2004 - May 2006
Skills
Accounting, Alternative Investments, Microsoft Excel, Financial Services, Equities, Mutual Funds, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Valuation, Securities, Hedge Funds, Fund Of Funds, Bloomberg, Financial Reporting, Finance, Derivatives, Account Reconciliation, Financial Accounting, Financial Statements, US GAAP, Options, Tax, GAAP, Financial Analysis, Auditing, Swaps, Hedge Accounting, Equity Valuation, Advent, Bonds, Financial Statement..., NAV, Bloomberg Terminal, Fixed Income
Education
California State University-Chico 2002 — 2006
BA, Economics
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jean Zehr's State Street Experience March 2000 - September 2002
Job Senior Accountant at The Goldfield Corporation
Industry Construction
Experience
Brunswick Boat Group August 2008 - August 2013
LiveTV May 2008 - August 2008
Sea Ray Boats February 2007 - May 2008
The Corner Pharmacy September 2002 - April 2003
Kansas City Kansas Community College October 2002 - December 2002
State Street March 2000 - September 2002
State Street September 1998 - March 2000
Merchants Bank January 1990 - January 1991
Budget Rent a Car August 1986 - December 1988
Budget Rent a Car July 1985 - August 1986
Skills
Accounting, Accounts Payable, Budgets, Microsoft Excel, Process Improvement, Microsoft Office, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Forecasting, Finance, Product Development, Access, Operating Budgets, Department Budgeting, Cost Accounting, Financial Accounting, Accounts Receivable, Budget Forecasts, Budget Monitoring, Financial Forecasting, Internal Controls, Financial Variance..., Six Sigma, Inventory Management, Variance Analysis, Business Process..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing
Education
Webster University 1997 — 1998
M.B.A., Business Administration, Finance Emphasis, 4.0 GPA
California State University-Hayward 1983 — 1985
B.S., Accounting
Brevard Community College 1978 — 1980
A.A., Business Administration
Brunswick Boat Group August 2008 - August 2013
LiveTV May 2008 - August 2008
Sea Ray Boats February 2007 - May 2008
The Corner Pharmacy September 2002 - April 2003
Kansas City Kansas Community College October 2002 - December 2002
State Street March 2000 - September 2002
State Street September 1998 - March 2000
Merchants Bank January 1990 - January 1991
Budget Rent a Car August 1986 - December 1988
Budget Rent a Car July 1985 - August 1986
Skills
Accounting, Accounts Payable, Budgets, Microsoft Excel, Process Improvement, Microsoft Office, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Forecasting, Finance, Product Development, Access, Operating Budgets, Department Budgeting, Cost Accounting, Financial Accounting, Accounts Receivable, Budget Forecasts, Budget Monitoring, Financial Forecasting, Internal Controls, Financial Variance..., Six Sigma, Inventory Management, Variance Analysis, Business Process..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing
Education
Webster University 1997 — 1998
M.B.A., Business Administration, Finance Emphasis, 4.0 GPA
California State University-Hayward 1983 — 1985
B.S., Accounting
Brevard Community College 1978 — 1980
A.A., Business Administration
Spencer Hardey, MBA's State Street Experience August 2010 - May 2013
Job Technical Account Manager at Yardi
Industry Financial Services
Experience
Yardi March 2014 - Present
State Street Bank May 2013 - Present
State Street August 2010 - May 2013
State Street January 2012 - August 2012
State Street August 2010 - December 2011
Community Legal Information Center May 2009 - August 2010
Skills
Financial Analysis, SAP, Stata, Sales, Accounting, Financial Modeling, Customer Service, Investments, Marketing, Strategic Planning, Microsoft Excel, Economics, Market Research, Budgets, Strategic Financial..., Team Leadership, General Ledger, PowerPoint, Data Analysis, Finance, Management, Mutual Funds
Education
California State University-Chico 2009 — 2011
MBA, Business Administration
CSU Chico 2005 — 2009
Bachelor of Science (BS), Economics
Yardi March 2014 - Present
State Street Bank May 2013 - Present
State Street August 2010 - May 2013
State Street January 2012 - August 2012
State Street August 2010 - December 2011
Community Legal Information Center May 2009 - August 2010
Skills
Financial Analysis, SAP, Stata, Sales, Accounting, Financial Modeling, Customer Service, Investments, Marketing, Strategic Planning, Microsoft Excel, Economics, Market Research, Budgets, Strategic Financial..., Team Leadership, General Ledger, PowerPoint, Data Analysis, Finance, Management, Mutual Funds
Education
California State University-Chico 2009 — 2011
MBA, Business Administration
CSU Chico 2005 — 2009
Bachelor of Science (BS), Economics
Heidi Seyfried's State Street Experience August 2004 - Present
Job Vice President, Reconciliation Platform Management at State Street
Industry Financial Services
Experience
State Street August 2004 - Present
State Street August 2000 - January 2005
PIMCO March 1995 - July 2000
Skills
Middle Office, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Fund Accounting, Back Office, Securities Lending, Mutual Funds, Bloomberg, FX Options, Settlement, Asset Managment, Bonds, Collateral Management, Financial Services, Alternative Investments
Education
California State University-Fullerton
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
State Street August 2004 - Present
State Street August 2000 - January 2005
PIMCO March 1995 - July 2000
Skills
Middle Office, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Fund Accounting, Back Office, Securities Lending, Mutual Funds, Bloomberg, FX Options, Settlement, Asset Managment, Bonds, Collateral Management, Financial Services, Alternative Investments
Education
California State University-Fullerton
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Jeff Groom's State Street Experience February 2011 - October 2013
Job Solutions Architect at vCORE Technology Partners
Industry Information Technology and Services
Experience
vCORE Technology Partners November 2013 - Present
State Street February 2011 - October 2013
Sony Pictures Entertainment October 2006 - February 2011
Skills
Storage, Virtualization, Storage Virtualization, Storage Solutions, NAS, Servers, Brocade, NetApp Filers, Symmetrix, HP Proliant, Cisco UCS, Data Domain, Qlogic, SAN, Storage Area Networks, NetApp, Netbackup, Enterprise Storage, Storage Management, VMware ESX, Disk Arrays, Server Architecture, HDS, VDI, VMware Infrastructure
Education
California State Polytechnic University-Pomona 2000 — 2005
Bachelors of Science, Computer Science
vCORE Technology Partners November 2013 - Present
State Street February 2011 - October 2013
Sony Pictures Entertainment October 2006 - February 2011
Skills
Storage, Virtualization, Storage Virtualization, Storage Solutions, NAS, Servers, Brocade, NetApp Filers, Symmetrix, HP Proliant, Cisco UCS, Data Domain, Qlogic, SAN, Storage Area Networks, NetApp, Netbackup, Enterprise Storage, Storage Management, VMware ESX, Disk Arrays, Server Architecture, HDS, VDI, VMware Infrastructure
Education
California State Polytechnic University-Pomona 2000 — 2005
Bachelors of Science, Computer Science
Linda Ruelos's State Street Experience March 2012 - Present
Job Derivative Operations Specialist at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
Skills
Series 7, Series 63
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
Bachelor, Business Adminstrative - Finance
State Street March 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
Skills
Series 7, Series 63
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
Bachelor, Business Adminstrative - Finance
Varun Melvani's State Street Experience November 2013 - Present
Job Fund Accountant, Associate II at State Street
Industry Financial Services
Experience
State Street November 2013 - Present
Education
California State University-Sacramento 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Chico 2006 — 2009
Bachelor of Science (B.S.)
State Street November 2013 - Present
Education
California State University-Sacramento 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Chico 2006 — 2009
Bachelor of Science (B.S.)
Oi Ki (Nicole) Hung's State Street Experience May 2008 - May 2011
Job Performance Analyst at State Street
Industry Financial Services
Experience
State Street May 2008 - May 2011
Skills
Fixed Income, Portfolio Management, Equities, Performance Attribution, Bloomberg Terminal, Bloomberg, Asset Management
Education
California State Polytechnic University-Pomona
Bachelor, Finance
State Street May 2008 - May 2011
Skills
Fixed Income, Portfolio Management, Equities, Performance Attribution, Bloomberg Terminal, Bloomberg, Asset Management
Education
California State Polytechnic University-Pomona
Bachelor, Finance
Fareed Marof, MBA's State Street Experience January 2012 - Present
Job Senior Operations Manager at State Street Corp.
Industry Financial Services
Experience
State Street January 2012 - Present
State Street June 2009 - December 2011
State Street June 2007 - May 2009
Skills
Fixed Income, Securities, Performance Attribution, Bloomberg, Financial Services, Equities, Management, Mutual Funds, Fund Accounting, Portfolio Management, Investments, Derivatives, Asset Management, Financial Analysis, Valuation
Education
California State University-Hayward 2004 — 2006
MBA, Finance
University of California, Davis 1996 — 2000
B.S., Managerial Economics
State Street January 2012 - Present
State Street June 2009 - December 2011
State Street June 2007 - May 2009
Skills
Fixed Income, Securities, Performance Attribution, Bloomberg, Financial Services, Equities, Management, Mutual Funds, Fund Accounting, Portfolio Management, Investments, Derivatives, Asset Management, Financial Analysis, Valuation
Education
California State University-Hayward 2004 — 2006
MBA, Finance
University of California, Davis 1996 — 2000
B.S., Managerial Economics
Brett Schindler's State Street Experience 2000 - 2003
Job Manager, Inventory Control & Forecasting
Industry Automotive
Experience
Yokohama Tire Corporation July 2007 - Present
Kawasaki Motors Corp., U.S.A. January 2005 - July 2007
State Street 2000 - 2003
Skills
Access, Analysis, Inventory Management, Leadership, New Business Development, Operations Management, Process Improvement, Strategic Planning, Supply Chain Management, Team Building, Project Management, Forecasting, Financial Reporting, Financial Analysis, Finance, Budgets, Business Intelligence, Data Analysis, Business Planning, Change Management, Continuous Improvement, Contract Negotiation, Data Mining, Logistics, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Supply Chain, Strategy
Education
California State University-Fullerton 1994 — 2000
BS, Accounting - Business Administration
Yokohama Tire Corporation July 2007 - Present
Kawasaki Motors Corp., U.S.A. January 2005 - July 2007
State Street 2000 - 2003
Skills
Access, Analysis, Inventory Management, Leadership, New Business Development, Operations Management, Process Improvement, Strategic Planning, Supply Chain Management, Team Building, Project Management, Forecasting, Financial Reporting, Financial Analysis, Finance, Budgets, Business Intelligence, Data Analysis, Business Planning, Change Management, Continuous Improvement, Contract Negotiation, Data Mining, Logistics, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Supply Chain, Strategy
Education
California State University-Fullerton 1994 — 2000
BS, Accounting - Business Administration
Michelle Nguyen, MBA's State Street Experience July 1999 - June 2001
Job Lead Business Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente IT September 2015 - Present
Kaiser Permanente IT August 2011 - September 2015
Kaiser Permanente March 2008 - August 2011
Genesys February 2002 - March 2008
Dresdner RCM Global Investors L.L.C. June 2001 - February 2002
State Street July 1999 - June 2001
Skills
Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Variance Analysis, Financial Modeling, Financial Forecasting, Auditing, Budgets, Process Improvement, Managerial Finance, Essbase, Accounting, PeopleSoft, Cognos, SAP R/3, PowerPoint, Microsoft Excel, Access, Monarch Pro, Mainframe, Client Presentation, Contractual Agreements, Finance, Strategic Financial..., Corporate Finance, Business Analysis, Financial Accounting, Consolidation, Sarbanes-Oxley, Management, US GAAP, Internal Controls
Education
California State University-East Bay 2011 — 2012
Master of Business Administration (M.B.A.), Global Innovation
University of California, Santa Cruz 1995 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Kaiser Permanente IT September 2015 - Present
Kaiser Permanente IT August 2011 - September 2015
Kaiser Permanente March 2008 - August 2011
Genesys February 2002 - March 2008
Dresdner RCM Global Investors L.L.C. June 2001 - February 2002
State Street July 1999 - June 2001
Skills
Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Variance Analysis, Financial Modeling, Financial Forecasting, Auditing, Budgets, Process Improvement, Managerial Finance, Essbase, Accounting, PeopleSoft, Cognos, SAP R/3, PowerPoint, Microsoft Excel, Access, Monarch Pro, Mainframe, Client Presentation, Contractual Agreements, Finance, Strategic Financial..., Corporate Finance, Business Analysis, Financial Accounting, Consolidation, Sarbanes-Oxley, Management, US GAAP, Internal Controls
Education
California State University-East Bay 2011 — 2012
Master of Business Administration (M.B.A.), Global Innovation
University of California, Santa Cruz 1995 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Lily Macadamia's State Street Experience September 2010 - April 2011
Job Skilled Professional
Industry Financial Services
Experience
Gifts & Products Emporium November 2012 - Present
State Street September 2010 - April 2011
State Street January 2007 - August 2010
State Street January 2006 - December 2006
State Street January 2004 - December 2005
Pacific Investment Management Co. January 2000 - December 2003
Pacific Investment Management Co. January 1998 - December 1999
Pacific Investment Management Co. May 1995 - December 1997
Skills
Mutual Funds, Derivatives, Swaps, Fixed Income, Equities, Online Marketing, Requirements Gathering, Analyzing Data, Product Development, Creating Test Scenarios, User Acceptance Testing, Financial Reporting, Researching Data, Documentations, Resolving Issues, Creative Thinker, Streamlining Work..., Statistical Reporting, Microsoft Excel, Microsoft Word, SQL, Business Objects, Bloomberg, Markit, Knowledge of XML, Accounting
Education
California State University-Fullerton 1991 — 1995
Bachelor of Business Administration (BBA), International Business (concentration in the German speaking countries)
Gifts & Products Emporium November 2012 - Present
State Street September 2010 - April 2011
State Street January 2007 - August 2010
State Street January 2006 - December 2006
State Street January 2004 - December 2005
Pacific Investment Management Co. January 2000 - December 2003
Pacific Investment Management Co. January 1998 - December 1999
Pacific Investment Management Co. May 1995 - December 1997
Skills
Mutual Funds, Derivatives, Swaps, Fixed Income, Equities, Online Marketing, Requirements Gathering, Analyzing Data, Product Development, Creating Test Scenarios, User Acceptance Testing, Financial Reporting, Researching Data, Documentations, Resolving Issues, Creative Thinker, Streamlining Work..., Statistical Reporting, Microsoft Excel, Microsoft Word, SQL, Business Objects, Bloomberg, Markit, Knowledge of XML, Accounting
Education
California State University-Fullerton 1991 — 1995
Bachelor of Business Administration (BBA), International Business (concentration in the German speaking countries)
Dan Lempner's State Street Experience March 1994 - April 1996
Job Diversified Financial Services Professional
Industry Financial Services
Experience
Cassidy Turley January 2013 - December 2014
GMAC Real Estate, LLC/Real Living Real Estate, LLC November 1998 - May 2010
NRT November 1997 - November 1998
Liberty Mutual Insurance Group April 1996 - November 1997
State Street March 1994 - April 1996
Skills
Mergers, Commercial Real Estate, Finance, Mergers & Acquisitions, Analysis, Loans, Financial Modeling, Business Analysis, Financial Analysis, Real Estate, Valuation, Contract Negotiation, Accounting, Business Development, Business Planning
Education
Cal Poly Pomona 1988 — 1990
Bachelor of Science in Business Administration, Finance, Real Estate, and Law Major
Cassidy Turley January 2013 - December 2014
GMAC Real Estate, LLC/Real Living Real Estate, LLC November 1998 - May 2010
NRT November 1997 - November 1998
Liberty Mutual Insurance Group April 1996 - November 1997
State Street March 1994 - April 1996
Skills
Mergers, Commercial Real Estate, Finance, Mergers & Acquisitions, Analysis, Loans, Financial Modeling, Business Analysis, Financial Analysis, Real Estate, Valuation, Contract Negotiation, Accounting, Business Development, Business Planning
Education
Cal Poly Pomona 1988 — 1990
Bachelor of Science in Business Administration, Finance, Real Estate, and Law Major
Josh Sisson's State Street Experience July 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors January 2000 - May 2001
Skills
Fixed Income, Securities Lending, Money Market Funds, Derivatives, Swaps, Hedge Funds, Fund Administration, Corporate Actions, Bloomberg, Mutual Funds, Securities, Middle Office, Global Custody, Alternative Investments, Asset Management
Education
CSU Chico
Bachelor of Science, Business Administration - Finance
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors January 2000 - May 2001
Skills
Fixed Income, Securities Lending, Money Market Funds, Derivatives, Swaps, Hedge Funds, Fund Administration, Corporate Actions, Bloomberg, Mutual Funds, Securities, Middle Office, Global Custody, Alternative Investments, Asset Management
Education
CSU Chico
Bachelor of Science, Business Administration - Finance
Radhika Trivedi's State Street Experience February 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Allergy, Asthma, Sinusitis Medical Clinic August 2009 - October 2011
State Street February 2006 - February 2008
Education
California State University-Fullerton 2003 — 2005
BA, Business Administration: Finance
Allergy, Asthma, Sinusitis Medical Clinic August 2009 - October 2011
State Street February 2006 - February 2008
Education
California State University-Fullerton 2003 — 2005
BA, Business Administration: Finance
Justin Sperbeck's State Street Experience August 2007 - June 2010
Job Accounting Manager at Paramount Farms
Industry Accounting
Experience
Paramount Farms February 2012 - Present
Paramount Farms June 2010 - February 2012
State Street August 2007 - June 2010
Skills
Financial Reporting, Accounting, Finance, Financial Analysis, Account Reconciliation, Microsoft Office, Financial Accounting, Process Improvement, Sarbanes-Oxley Act, Variance Analysis, Microsoft Excel, General Ledger, US GAAP
Education
Cal State Fullerton 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Paramount Farms February 2012 - Present
Paramount Farms June 2010 - February 2012
State Street August 2007 - June 2010
Skills
Financial Reporting, Accounting, Finance, Financial Analysis, Account Reconciliation, Microsoft Office, Financial Accounting, Process Improvement, Sarbanes-Oxley Act, Variance Analysis, Microsoft Excel, General Ledger, US GAAP
Education
Cal State Fullerton 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Augienette Castillo's State Street Experience 1997 - 2012
Job Investment Analyst at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions 2014 - Present
FCC Alameda October 2013 - Present
state street 1997 - 2012
Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Portfolio Management, Financial Reporting, Corporate Finance, Bloomberg, Financial Modeling, Valuation, Asset Management, Risk Management, Financial Services, Derivatives, Investments, Finance
Education
California State University-Hayward 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
California State University-East Bay
BS in Business Administration, Accounting and Computer Information Systems
Strategic Investment Solutions 2014 - Present
FCC Alameda October 2013 - Present
state street 1997 - 2012
Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Portfolio Management, Financial Reporting, Corporate Finance, Bloomberg, Financial Modeling, Valuation, Asset Management, Risk Management, Financial Services, Derivatives, Investments, Finance
Education
California State University-Hayward 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
California State University-East Bay
BS in Business Administration, Accounting and Computer Information Systems
Lenka Khou's State Street Experience 2006 - Present
Job Vice President, Portfolio Operations at State Street
Industry Financial Services
Experience
State Street 2006 - Present
State Street 2003 - 2006
State Street 2000 - 2002
PIMCO 1999 - 2000
Ingram Micro 1998 - 1999
Colgate Palmolive 1994 - 1995
Kraft Jacobs Suchard 1993 - 1994
Skills
Business Process, Team Leadership, Strategic Planning, Internal/External..., Project Management, Investment Operations, Offshore Outsourcing, Analysis, Accounting, Data Reconciliation, Securities, Fixed Income, Derivatives, Futures, Options, CCP
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Administration (Finance)
State Street 2006 - Present
State Street 2003 - 2006
State Street 2000 - 2002
PIMCO 1999 - 2000
Ingram Micro 1998 - 1999
Colgate Palmolive 1994 - 1995
Kraft Jacobs Suchard 1993 - 1994
Skills
Business Process, Team Leadership, Strategic Planning, Internal/External..., Project Management, Investment Operations, Offshore Outsourcing, Analysis, Accounting, Data Reconciliation, Securities, Fixed Income, Derivatives, Futures, Options, CCP
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Administration (Finance)
Shuxin Wu's State Street Experience September 2012 - Present
Job Data Analyst at State Street
Industry Financial Services
Experience
State Street September 2012 - Present
Skills
Data Analysis, Data Entry, Customer Service, Cashiering, Microsoft Office
Education
university of massauchusetts boston 2009 — 2011
Bachelor's degree, Accounting and Business/Management
Bunker Hill Community College 2006 — 2008
Associate of Arts (AA), Business/Managerial Economics
State Street September 2012 - Present
Skills
Data Analysis, Data Entry, Customer Service, Cashiering, Microsoft Office
Education
university of massauchusetts boston 2009 — 2011
Bachelor's degree, Accounting and Business/Management
Bunker Hill Community College 2006 — 2008
Associate of Arts (AA), Business/Managerial Economics
Stephanie Pinto's State Street Experience January 2013 - Present
Job Pricing Specialist at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
CVS Pharmacy February 2011 - March 2013
State Street July 2012 - January 2013
Skills
Data Entry, Outlook, Critical Thinking, Time Management, Customer Service, Teamwork, Microsoft Office, Team-oriented, Leadership, Software Documentation, Spreadsheets, Research, Organization &...
Education
Bunker Hill Community College 2009 — 2013
Cambridge College
State Street January 2013 - Present
CVS Pharmacy February 2011 - March 2013
State Street July 2012 - January 2013
Skills
Data Entry, Outlook, Critical Thinking, Time Management, Customer Service, Teamwork, Microsoft Office, Team-oriented, Leadership, Software Documentation, Spreadsheets, Research, Organization &...
Education
Bunker Hill Community College 2009 — 2013
Cambridge College
robert rife's State Street Experience June 2014 - Present
Job at
Industry Financial Services
Experience
State Street June 2014 - Present
State Street Corporation January 2014 - June 2014
Hersha Hospitality March 2003 - June 2014
Raytheon June 2013 - August 2013
Education
Bunker Hill Community College 2011 — 2014
Associate's degree, Business Administration - Accounting
Wentworth Institute of Technology 1996 — 2001
State Street June 2014 - Present
State Street Corporation January 2014 - June 2014
Hersha Hospitality March 2003 - June 2014
Raytheon June 2013 - August 2013
Education
Bunker Hill Community College 2011 — 2014
Associate's degree, Business Administration - Accounting
Wentworth Institute of Technology 1996 — 2001
Chanda McCard-Jackson's State Street Experience January 2001 - December 2004
Job Institutional Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.