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
Subway April 2014 - Present
Keller Williams Realty - Yuba Sutter July 2012 - Present
Dhillon AG Services LLC August 2000 - Present
State Street June 2008 - August 2008
Wells Fargo February 2007 - January 2008
Skills
Bilingual (English,..., Proficient in Microsoft..., Real Estate Transactions, Buyer Representation, Customer Service, Sales, Sellers, First Time Home Buyers, Residential Homes, Single Family Homes, Investors, Buyers, Income Properties, Seller Representation, Investment Properties
Education
CSU Sacramento 2005 — 2007
Finance & Risk Management, Finance, General
Yuba College 2003 — 2005
(undisclosed) October 2014 - Present
Chopper Trader July 2010 - September 2014
State Street 2007 - 2010
JPMorgan Chase 1998 - 2007
ABN AMRO Bank N.V. 1995 - 1998
LOR Geske Bock 1991 - 1995
Skills
High Frequency Trading, Mechanical Engineering, Aerospace Engineering, Systems Engineering, Equity Trading, Derivatives, Electronic Trading, Proprietary Trading
Education
Caltech 1979 — 1982
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Caltech 1978 — 1979
Master's Degree, Mechanical Engineering
University of Illinois at Chicago 1975 — 1978
Bachelor's Degree, Mechanical Engineering
State Street October 2013 - Present
State Street October 2011 - October 2013
State Street November 2009 - October 2011
State Street May 2008 - November 2009
State Street July 2007 - May 2008
Investors Bank & Trust (now State Street) May 2007 - June 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Investments, Financial Analysis, Asset Management, Hedge Funds, Derivatives, Securities, Financial Reporting, Fund Administration, Alternative Investments, Fund Of Funds, Middle Office
Education
CSU Sacramento 2009 — 2012
Master of Business Administration (MBA), Finance
CSU Sacramento 2005 — 2007
Bachelor of Science, Business Administration - General Management
Yuba College 2002 — 2005
RightSourcing, Inc. February 2013 - Present
VSP Vision Care February 2012 - February 2013
JP Morgan Chase February 2011 - February 2012
State Street October 2008 - February 2011
Merrill Lynch April 2006 - December 2007
Blomberg Window Systems January 1994 - April 2006
Skills
Accounts Payable, Accounting, Trade Operations, Settlement, PeopleSoft, Payroll, Accounts Receivable, Cash Management, Access, Account Reconciliation, Outlook, Data Entry, General Ledger, Financial Statements, Bank Reconciliation, Forecasting, Accruals, Journal Entries, QuickBooks, Payments, Microsoft Excel, Financial Analysis, Customer Service, Auditing, Sales, Finance
Education
California State University-Sacramento
Bachelor of Arts (B.A.)
California Department of Water Resources May 2015 - Present
California Department of Water Resources August 2013 - May 2015
California Department of Water Resources February 2013 - August 2013
State of California Department of Forestry and Fire Protection November 2012 - February 2013
State Street January 2010 - November 2012
Dollar Financial Group May 2003 - January 2007
Dollar Financial Group June 1998 - May 2003
Skills
Financial Accounting, Fund Accounting, Operations Management, Financial Analysis, Financial Reporting, Staff Development, Performance Reviews, Government Accounting, Financial Statements, G/L Reconciliations, Internal Controls, Mutual Funds, Cash Management, Bank Reconciliation, SAP ERP
Education
California State University-Sacramento 2008 — 2009
Bachelor of Science (B.S.), Accounting
Cosumnes River College 2005 — 2007
Associate of Arts (AA), Business/Commerce, General
Ferdinand IP, LLC and Member of 24IP Law Group April 2013 - Present
Coastal Limited April 2013 - Present
Silicene Labs 2013 - Present
Gelfand, Rennert & Feldman, LLP January 2013 - April 2013
McMillanLacy Attorneys at Law July 2012 - January 2013
San Diego District Attorney May 2010 - November 2011
California Innocence Project August 2010 - May 2011
Gelfand, Rennert & Feldman, LLP July 2008 - July 2009
State Street August 2007 - July 2008
Skills
Legal Research, Westlaw, Legal Writing, Record Labels, Licensing, Music Industry, Music Licensing, Auditing, Tax, Copyright Law, Financial Analysis, Financial Reporting, Analysis, Publishing, Negotiation, Contract Law, Business Planning, Domain Names, Sales, Branding & Identity, IP, Trademarks, Patents, Litigation, Legal Issues
Education
California Western School of Law 2009 — 2012
Doctor of Law (JD)
College of Charleston 2003 — 2007
Business Administration & Economics
California State Board of Equalization 2013 - Present
State Street January 2010 - April 2013
Belami, Inc. September 2007 - December 2009
Skills
Accounting, Financial Reporting, Fund Accounting, Account Reconciliation, Financial Analysis
Education
California State University-Sacramento 2008 — 2009
Bachelor of Science (B.S.), Business Administration, Accountancy
Armenia
Motor Vehicles Department of January 2015 - Present
State Street March 2014 - Present
Marriott International August 2011 - August 2014
EXPRESS October 2010 - January 2011
Taco Bell July 2005 - October 2010
Skills
Accounting, Photoshop, Photography, Studio Lighting, Strobe Lighting, RAW Processing, Image Conversion, Image Masking, Image Compositing, Color Calibration, ICC color management, Color Measurement, Digital Proofing, Spot Color, Masking, Accounting Standards, Auditing Standards, GAAS, Yellow Book, Government..., Freedom of Information..., Fixed Assets, Depreciation, Analytical Skills, Customer Service, Cashiering, Cash Handling Experience, Phone Etiquette, Professional Phone..., Cash-handling, Message Taking, Office Equipment..., Office Equipment..., Work Independently with..., High level of..., Interact with All..., Close Attention to..., High Organizational..., Learn New Software..., High Reliability, Organized Multi-tasker, Strongly self-motivated, Adaptable to Changes, Work Without Supervision, Handle Confidential..., Resourceful..., Enthusiast, Enthusiasm to learn, Well Mannered, Manners
Education
California State University-Sacramento 2006 — 2012
Bachelor of Science (BS), Accounting
California State University-Sacramento 2006 — 2012
Bachelor of Arts (BA), Photography
Oracle April 2015 - Present
FolioDynamix June 2013 - April 2015
State Street May 2012 - May 2013
FolioDynamix October 2010 - May 2012
Education
CSU Sacramento 2009 — 2012
Bachelor of Science (BS), Business Administration - Finance
State Street April 2015 - July 2015
The Malone Group, Inc. July 2014 - April 2015
Japanese Only Inc. July 2007 - September 2013
Skills
Social Media, Customer Service, Strategic Planning, Leadership, Public Relations, Event Management, Marketing, New Business Development, Fundraising, Sales, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint
Education
California State University-Sacramento 2011 — 2014
Bachelor of Arts (B.A.), Economics
City and County of San Francisco March 2013 - Present
University of California, San Francisco September 2011 - February 2013
Dublin San Ramon Services District January 2008 - August 2011
State Street September 2005 - December 2007
Skills
Portfolio Management, Analytics, Investments, Risk Management, Due Diligence, Private Equity, Alternative Investments, Asset Management, Financial Modeling, Valuation, Financial Analysis, Finance, Hedge Funds, Equities, Venture Capital, Corporate Finance, Fixed Income, Analysis, Bloomberg, Capital Markets
Education
California State University-Sacramento 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley 1999 — 2003
Bachelor's degree, Statistics
AssetMark June 2014 - Present
State Street April 2012 - April 2013
State Street March 2011 - April 2012
State Street December 2007 - March 2011
State Street July 2007 - December 2007
Skills
Word, Excel,..., Mutual Funds, Fixed Income, DDA, fund accoun, Account Reconciliation, Financial Services, Cash Management, Investments, Financial Reporting, Fund Accounting, Corporate Actions, Derivatives, Bloomberg, Securities, Equities
Education
California State University-Sacramento 2003 — 2007
Bachelors of Science, Business Administration, Finance
5th Wave Automotive Group LLC July 2014 - Present
Strategic IT Staffing, LLC September 2012 - July 2014
YTransport LLC June 2011 - September 2012
State Street 2008 - 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, Corporate Finance, Microsoft Office, Recruiting, Salesforce.com, Technical Recruiting, Talent Acquisition, Customer Service, Alternative Investments, Sourcing, Mutual Funds, Applicant Tracking..., Executive Search, Contract Negotiation, Budgets, Benefits Negotiation
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments May 2013 - Present
State Street May 2011 - May 2013
State Street Bank October 2005 - May 2011
E*TRADE Financial April 2000 - October 2005
Skills
Accounting, Corporate Actions, Operations Management, Recon, Investments, Bloomberg
Education
CSU Sacramento 1995 — 1999
Bachelor of Science (B.S.), Criminal Justice
Tenant Equity LLC October 2014 - Present
BlackRock December 2010 - October 2014
State Street September 2007 - December 2010
Investors Bank & Trust June 2007 - September 2007
Skills
Equities, Fixed Income, Relationship Management, Asset Management, Bloomberg, Hedge Funds, Securities Lending, Alternative Investments, Risk Management, Mutual Funds, Financial Services, Corporate Actions, Middle Office, Financial Markets, ETFs, Fund Accounting, Operational Risk, Cash Management, Client Services, Real Estate License, Real Estate
Education
CSU Sacramento 2005 — 2008
BS, Finance
CSU Sacramento 2005 — 2008
BS, Real Estate & Land Use Affairs
University of Vienna 2003 — 2003
General Studies, A
State Street January 2014 - Present
Scandia Family Fun Ctr September 2014 - January 2015
North State BIA July 2012 - May 2014
Idrees Accountancy February 2013 - December 2013
Skills
Accounts Payable, Microsoft Excel, Teamwork, Payroll, Organization, Bookkeeping, PowerPoint, Financial Accounting, Leadership, Financial Analysis, Client Operations, Microsoft Word, QuickBooks
Education
California State University-Sacramento 2011 — 2015
Bachelor's Degree, Public Finance, Senior
EY August 2015 - Present
EY June 2014 - August 2014
State Street May 2013 - February 2014
BMW Management Inc. September 2010 - May 2013
Skills
Accounting, Account Reconciliation, Financial Accounting, Microsoft Excel, Financial Statements, Bank Reconciliation, Financial Reporting, Assurance, Time Management, Auditing, Financial Analysis, Tax, General Ledger, US GAAP, Spreadsheets, Bookkeeping, Accounts Receivable, Teamwork
Education
California State University-Sacramento 2012 — 2015
Bachelor’s Degree, Business Administration: Accountancy and Finance
Folsom Lake College
Transfer, Business Administration and Management, General
CohnReznick LLP July 2015 - Present
CohnReznick LLP January 2014 - June 2015
State Street April 2013 - December 2013
Target July 2009 - June 2013
Education
California State University-Sacramento 2011 — 2013
Bachelor of Science (BS), Accounting
Cosumnes River College 2010 — 2011
Accounting
University of the Pacific 2008 — 2009
Pre-Pharmacy Studies
Bank of the West 2015 - Present
State Street 2014 - 2014
California Energy Commission 2012 - 2014
Skills
Client Onboarding, Regulatory Affairs, Compliance, Derivatives, Pricing, Credit Derivatives, Interest Rate..., FX Options, Swaptions, Forwards, AML, 1940 Act, Bank Secrecy Act, Dodd-Frank, Bloomberg, Legal Research, Public Administration, Project Management, Legal Writing, Program Management, Investigation, Statistical Data..., Auditing, Finance, Analysis
Education
California State University-Sacramento
Business Administration and Management, General
University of Oregon
Juris Doctorate (J.D.), Law
University of Wisconsin-Madison
Bachelor of Science degrees (B.S.'s), Behavioral Science & Law; Sociology (Criminal Justice Program Certificate recipient)
Raley's June 2008 - Present
State Street December 2014 - 2015
California State University, Sacramento August 2011 - May 2014
Skills
Statgraphics, Communication, Inventory Control, Microsoft Word, Microsoft Office, Leadership, Data Analysis, Teamwork, PowerPoint, Microsoft Excel
Education
CSU Sacramento 2011 — 2014
Bachelor's of Science Degree, Financial Planning and Services
California State University-Sacramento 2011 — 2014
Minor, Risk & Insurance Management
Sierra College 2007 — 2011
Associate of Science (A.S.), Business Administration and Management
Sierra College 2007 — 2011
Associate of Science (A.S.), Accounting
State Street March 2015 - Present
Wells Fargo July 2008 - November 2013
Skills
Customer Service, Finance, Financial Analysis, Business Analysis, Credit, Process Improvement, Business Strategy, Project Management, Negotiation, Microsoft Word, Banking, Microsoft Excel, Financial Modeling, Team Leadership, Budgets
Education
California State University-Sacramento 2010 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
Bachelor of Science (BS), Genetics
Apple January 2014 - Present
State Street January 2011 - January 2014
Bella Vista High School April 2008 - May 2012
Northwestern Mutual May 2008 - December 2008
Hot Dog on a Stick June 2001 - June 2008
Pioneer High School May 2004 - May 2008
Skills
Accounting, Customer Service, Data Analysis, Equities, Financial Analysis, Fixed Income, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Team Leadership
Education
California State University-Sacramento 2008 — 2010
Bachelors, Finance
San Jose State University 2002 — 2008
Millennium Management May 2014 - Present
Bank of America Merrill Lynch July 2009 - November 2012
Merrill Lynch August 2006 - June 2009
State Street February 2006 - May 2006
Barclays Global Investors July 2001 - November 2004
E*TRADE Financial November 1999 - June 2001
Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management
Education
California State University-Sacramento 2001 — 2003
MBA, Finance, General
Saint Anselm College 1997 — 1999
Bachelor of Arts (BA), Business and Finance
Independent Study
Moss Adams LLP January 2015 - Present
State Street October 2013 - February 2014
theWell January 2013 - September 2013
Skills
Microsoft Word, Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, QuickBooks, Fund Accounting, General Ledger, Time Management
Education
California State University-Sacramento 2009 — 2014
Accounting and Finance
State Street April 2010 - Present
Wells Fargo Home Mortgage September 2007 - March 2010
CAP Mortgage Inc. April 2007 - July 2007
Skills
Banking, Accounting, Account Reconciliation, Credit, Finance, Financial Services, Auditing, Internal Controls, Analysis, Financial Analysis, Leadership, Microsoft Excel, Management, Mutual Funds, Public Speaking, Sales, Strategic Planning
Education
California State University-Sacramento 2012 — 2014
Executive Master of Business Administration (MBA)
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Managerial Economics
Ipswich Town Hall July 2014 - Present
State Street August 2004 - Present
North Shore Community College August 2012 - July 2014
State Street Corporation January 2007 - July 2012
State Street Corporation January 2007 - July 2012
State Street Corporation February 2005 - January 2007
State Street Corporation February 2005 - January 2007
State Street Corporation January 2004 - February 2005
State Street Corporation January 2004 - February 2005
Myopia Hunt Club January 1999 - January 2004
Skills
Account Reconciliation, Investments, Accounting, Mutual Funds, Accounts Payable, Auditing, Microsoft Excel, Financial Services, Equities, Cash Flow, Trading, CRM, Journal Entries, Accruals, Bonds, Analysis
Education
California State University-San Bernardino 2003 — 2004
Student Exchange
Westfield State College 2000 — 2004
Bachelor of Science, Business Management
Westfield State University 2000 — 2004
Bachelor of Science, Business Management
State Street May 2015 - Present
State Street Bank June 2012 - May 2015
State Street June 2007 - June 2012
The Clubhouse at Rancho Solano December 2002 - December 2007
Kinetics Systems, inc January 2001 - September 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Investments, Fund Of Funds, Portfolio Management, Fund Administration, Valuation, Derivatives, Securities, Risk Management, Financial Services, Accounting, Corporate Actions, •Strategic Planning, Team Building, Communicating, Client relationship...
Education
CSU Sacramento 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Solano Community College 2002 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Foothill Photography March 2009 - Present
State Street April 2012 - 2013
State Street June 2011 - April 2012
Franklin Templeton Investments October 2009 - June 2011
Skills
PeopleSoft, Onboarding, Employee Benefits, Employee Engagement, Human Resources, Talent Acquisition, Applicant Tracking..., Succession Planning, Performance Management, HRIS, Interviews, Benefits Administration, Employee Relations, Talent Management, College Recruiting, Workforce Planning, Deferred Compensation, Organizational..., New Hire Orientations, Temporary Placement, Taleo, Organizational..., Internet Recruiting, HR Policies, Recruiting, Leadership, Training
Education
California State University-Sacramento 2006 — 2009
Bachelor of Science, Psychology
State Street April 2015 - Present
State Street June 2006 - April 2015
CorVel Corporation June 2004 - June 2006
Skills
Fund Accounting, Fixed Income, Mutual Funds, Financial Services, Bloomberg, Securities
Education
California State University-Sacramento 2000 — 2004
University of California, Office of the President May 2014 - Present
State Street July 2011 - May 2014
Wells Fargo June 2010 - July 2011
Perkins & Marie Callendars, Inc. November 2003 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Mutual Funds, Fixed Income, Accounting, Private Equity, Financial Analysis, Forecasting, Account Reconciliation, Investments, Finance
Education
California State University-Sacramento
Bachelor of Business Administration (B.B.A.), Finance
State Street November 2014 - Present
State Street January 2013 - November 2014
Sequoia Insurance December 2009 - January 2013
Skills
Underwriting, Strategic Planning, Financial Analysis, Property & Casualty..., Reinsurance, Insurance, Team Building, Statutory Accounting, Financial Reporting, Customer Service, Risk Management, Sarbanes-Oxley Act, Access, Accounting, Finance, Microsoft Excel, Analysis, Equities, Fund Administration
Education
California State University-Sacramento 2005 — 2008
BS, Business Administration - Accounting
Nelson & Associates 2015 - Present
Crawford, Pimentel & Co., Inc. 2014 - 2015
Abbott, Stringham & Lynch 2013 - 2014
ACG Certified Public Accountants January 2012 - May 2012
State Street September 2011 - January 2012
AmeriCorps August 2009 - June 2011
Skills
Corporate Tax, Tax Returns, Process Improvement, PeopleSoft, Microsoft Excel, Budget, Microsoft Word, Outlook, Accounting, Leadership, Financial Analysis, Tax, Tax Preparation, Accounts Payable, GAAP, Account Reconciliation, Budgets, PowerPoint, Time Management, QuickBooks, Microsoft Office, Financial Reporting, Management
Education
California State University-Sacramento 2007 — 2011
Bachelors of Science, Accountancy
State Street January 2015 - Present
State Street June 2013 - January 2015
Skills
Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Financial Reporting, Financial Accounting, Accounting, Time Management, General Ledger, Fund Accounting, Internal Controls, PowerPoint, Financial Analysis, Financial Statements, US GAAP, GAAP, Auditing
Education
CSU Sacramento 2011 — 2013
Business Administration, Accountancy
State Street January 2012 - Present
State Street January 2011 - January 2012
State Street January 2011 - January 2012
State Street May 2010 - January 2011
State Street June 2008 - May 2010
Arens Mechanical Harvesting January 2008 - June 2008
Los Hermanos Tropical Grill and Cantina 2001 - June 2008
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Options, Fund Accounting, Accounting, Bonds, Back Office, Auditing, Asset Management, Securities, Equities, Investments, Bloomberg, Corporate Actions, Financial Services, Alternative Investments
Education
California State University-Sacramento 2008 — 2011
MBA, Finance
California State University-Sacramento 2006 — 2008
BS, Finance
Folsom Lake College 2004 — 2006
AA, General Education
State Street December 2013 - November 2014
Franklin Templeton Investments August 2012 - November 2013
California State University Sacramento College of Business January 2011 - January 2012
Sacramento University Enterprises INC. August 2010 - September 2011
Nationwide Insurance 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Financial Modeling, Public Speaking, Accounting, Data Analysis, Event Planning, Analysis, Access, Strategic Planning, Social Media, Finance, Market Research, Insurance, Risk Management, Financial Reporting, Investments, Training, Marketing, Strategic Financial..., Social Networking, Mutual Funds, Event Management, Valuation, Financial Accounting, Account Reconciliation, Corporate Finance, Research, Portfolio Management, Economics, Policy, Social Media Marketing, Team Building, Teamwork, Leadership, Bloomberg Terminal, Equities, Time Management, Bloomberg, Securities, Equity Research, Fund Accounting, Asset Management, Business Development, Financial Statements
Education
California State University-Sacramento 2009 — 2011
Bachelor of Science, Finance & Marketing
Bimbo Bakeries USA October 2012 - Present
State Street August 2011 - January 2012
CALIFORNIA STATE UNIVERSITY-SACRAMENTO September 2010 - May 2011
California State University, Sacramento January 2010 - May 2011
Francis House of Sacramento 2008 - 2009
FOURSUN IT ENGINEERS May 2006 - August 2007
FaraSys Engineering Company January 2002 - 2006
Skills
Analysis, Data Analysis, Microsoft Office, Financial Analysis, Access, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Budgets, Leadership, Research, PowerPoint, Public Speaking, Customer Service, Market Research, Management, Team Building, Business Strategy, Accounting, Project Planning, Microsoft Word, Outlook, Forecasting, Team Leadership, Networking, Portfolio Management, Sales, Process Improvement, Program Management, Change Management, Marketing, Negotiation, Time Management, Contract Negotiation, Finance, Inventory Management, MS Project, Operations Management, Account Management, Recruiting, Business Development, Financial Modeling, Training, Cross-functional Team..., SAP, Investments, Risk Management, Business Planning, Coaching
Education
California State University-Sacramento 2009 — 2011
MBA, Finance
IAU Tehran 1998 — 2002
B.S., Electrical-Electronic Engineering
State Street April 2015 - Present
State Street August 2013 - April 2015
State Street October 2012 - August 2013
State Street June 2011 - October 2012
CSUS Business Department March 2010 - May 2011
Freelance Web Consulting & Web Design November 2009 - May 2011
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Financial Analysis, Accounting, Mutual Funds, Global Custody, Financial Reporting, Fixed Income, Bloomberg Terminal, Account Reconciliation, Equities, Transfer Agency, Fund Of Funds, Securities, Investments
Education
California State University-Sacramento 2007 — 2011
Bachelor of Science (BS), Major: Finance Minor: Economics, 3.7
Ponderosa High School 2003 — 2007
HS Diploma
GALLINA LLP January 2014 - Present
State Street November 2009 - January 2014
North American Cutting Systems, Inc. October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Budgets, Sales, Microsoft Word, Team Building, Leadership, Research, Accounts Payable, Finance
Education
CSU Sacramento 2009 — 2012
Master's degree, Accounting
University of California, Davis 2004 — 2009
B.S., Economics
California Department of Corrections and Rehabilitation December 2014 - Present
California Department of Corrections and Rehabilitation March 2014 - November 2014
State Street August 2012 - February 2014
Skills
Accounting, General Ledger, Financial Analysis, Internal Controls, Access, Financial Statements, Finance, Accounts Payable, Account Reconciliation, Financial Reporting, Financial Accounting, Tax, Microsoft Excel, Auditing, Internal Audit, Cash Flow, Journal Entries, Corporate Finance, Analysis, Cash Management, Variance Analysis, Accounts Receivable, Bank Reconciliation, Fund Accounting, Payroll, Financial Audits, Banking, Risk Management, Teamwork, Financial Planning, Financial Modeling, Budgets
Education
California State University-Sacramento 2010 — 2011
Bachelor's degree, Accounting
California State University-Sacramento 2007 — 2009
Minor, Civil Engineering
Sheldon High school
SMUD February 2009 - Present
State Street October 2008 - February 2009
DCA Capital Partners June 2008 - November 2008
Zurich Insurance June 2007 - September 2007
Skills
Load forecasting, Generation dispatch, Hydropower, Forecasting, Leadership, Mergers & Acquisitions, Energy, Analysis
Education
California State University-Sacramento 2004 — 2008
Finance, Finance, Management, Economics
University of California, Davis 2003 — 2004
Biological Sciences
State Street October 2014 - Present
Health Plan of San Joaquin July 2012 - June 2014
Human Reources June 2009 - July 2012
CPS Human Resources January 2004 - June 2009
Catholic Healthcare West March 1997 - August 2003
Packard Bell July 1996 - January 1997
Bank of America 1993 - 1996
Skills
Taleo, LinkedIn..., Full-life Cycle..., HRIS Database Management, Recruitment Advertising, Adobe Creative Suite, Strategic Recruitment..., Job Descriptions, Compensations, Behavioral Interviewing, Interview Preparation, Interviewing Skills, Telephone Interviewing, Strategic Sourcing, Sourcing, Job Fairs, Career Development, Career Assessment, Taleo, Recruiting, HRIS, Human Resources, Applicant Tracking..., Talent Acquisition, Training, Interviews
Education
California State University-Sacramento 1989 — 2001
BA
California State University
B.A
SAHRA
US Bank September 1999 - Present
State Street 1999 - 2003
State Street 1999 - 2003
JP Morgan Chase July 1992 - September 1999
Skills
Corporate Trust, Mergers & Acquisitions, Corporate Governance, Treasury Management, Bonds, Capital Markets, Structured Finance, Banking
Education
California State University-Long Beach 1984 — 1989
State Street December 2014 - Present
State Street August 2013 - December 2014
State Street February 2012 - August 2013
State Street July 2010 - February 2012
Associated Students, Inc October 2009 - May 2010
Northern California World Trade Center November 2007 - May 2008
Hogan Industries July 2007 - August 2007
Skills
Finance, Mutual Funds, Fund Accounting, Financial Reporting, Fund Administration, Financial Statements, Account Reconciliation, Corporate Actions, NAV
Education
California State University-Sacramento 2009 — 2011
MBA, Finance
University of California, Davis 2005 — 2008
Bachelor of Arts, International Relations
Hong Kong International School 2001 — 2005
High School Diploma
National Guard Bureau July 2015 - Present
National Guard Bureau, ARNG Individual Training Branch February 2013 - Present
New Hampshire Army National Guard December 2011 - February 2013
US Army September 2010 - September 2011
New Hampshire Army National Guard Pre-Mobilization Training Assistance Element September 2009 - September 2010
New Hampshire Army National Guard Recruiting and Retention Command April 2008 - September 2009
Nardone Electrical Corporation October 2007 - April 2008
State Street April 2005 - October 2007
The Heritage Foundation September 2003 - May 2004
Skills
Training, Security Clearance, Program Management, Military Operations, Military, Analysis, Project Planning, Team Leadership, Budgets, Recruiting, Resource Management, Facilitation, Budget Allocation, Budget Management, Army Learning Policy..., POI development, One Army School System..., Group Facilitation, Systems Approach to..., ADDIE, Strategic Management..., Action Plan Creation, Operational Planning, Defense, Army, Operations Management
Education
Calvin College 2000 — 2004
Bachelor of Arts, Political Science/Asian Studies
Western Michigan University 2002 — 2004
Army Reserve Officer Training Corps
Concord Christian High School 1998 — 2000
High school diploma, general
State Street July 2011 - Present
Student Investment Fund September 2010 - May 2011
Institutional Investment Society January 2010 - December 2010
Education
California State University-Sacramento 2005 — 2011
BS Business Admin, Finance, Minor Economics
State Street April 2009 - Present
Amgen July 2005 - August 2007
Molecular Devices June 2002 - July 2005
Ceretek, LLC January 2001 - May 2002
Skills
Oncology, Biotechnology, Strategy, Drug Discovery, Equities, Product Development, Process Improvement, Start-ups, Business Development, Finance, Leadership, Cross-functional Team..., Hedge Funds, Fund Accounting, Team Management, Management, Financial Analysis, Financial Modeling, Mergers, Strategic Planning
Education
Hult International Business School 2007 — 2008
MBA
California State University-Sacramento 1997 — 2000
BS, Biology
PitchXO May 2014 - Present
stefanXO May 2014 - Present
State Street August 2007 - April 2014
Hewlett-Packard January 2007 - July 2007
NOR-CAL DISTRIBUTORS INC. March 2006 - October 2006
California State University, Sacramento February 2005 - January 2006
Skills
Bloomberg, Fixed Income, Business Analysis, Equities, Data Analysis, Financial Analysis, Data Warehousing, Financial Services, Mutual Funds, Analysis, Reuters 3000, Computer Hardware, Computer Repair, Microsoft Excel, SAP, Pricing Analysis, SDLC
Education
CSU Sacramento 2000 — 2005
Bachelors of Science, Finance
U.S. Department of Health and Human Services September 2015 - Present
California Department of Health Care Services June 2014 - September 2015
State Street January 2014 - May 2014
Frontier Communications September 2013 - January 2014
New Hope Tax Relief March 2013 - June 2013
Wabtec Passenger Transit May 2011 - September 2011
Skills
Journal Entries, Spreadsheets, Microsoft Excel, Teamwork, External Audit, Training, Policy, Microsoft Word, PowerPoint, Financial Reporting, Accounting, Microsoft Office
Education
California State University-Sacramento 2010 — 2014
Bachelor of Science (B.S.), Accounting
Franklin High School 2006 — 2010
High School Diploma
State Street January 2015 - Present
Massachusetts General Hospital June 2011 - August 2013
Skills
Spanish, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Business Ethics, Outlook
Education
Cambridge College 2014 — 2015
Business Administration and Management, General
Year Up Boston 2014 — 2015
Financial Operations
Ryan August 2014 - Present
State Street May 2012 - July 2014
SuCasa Realty February 2005 - January 2013
Skills
Financial Analysis &..., Leadership and..., Excel, Stat Graphics, Microsoft Office, Customer Presentations, Mutual Funds, Data Analysis, Market Analysis, Business Analysis, Real Estate Finance, Real Estate Investment, Real Estate Development, Microsoft Excel, Real Estate Economics
Education
California State University-Sacramento 2008 — 2012
Bachelor of Business Administration, Finance (BA) & Real Estate Land Use (BA)
MCMC LLC May 2015 - Present
Environmental Health & Safety Department January 2015 - May 2015
University of Massachusetts Amherst September 2012 - April 2015
State Street November 2014 - January 2015
UMass Dining Services January 2013 - November 2014
State Street June 2014 - August 2014
Dunkin Donuts October 2009 - August 2014
The University Corporation September 2013 - December 2013
Skills
Time Management, Organizational Behavior, Cultural Awareness, Team Building, Team Leadership, Customer Service, Food & Beverage, Social Media, Microsoft Excel, Social Networking, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Leadership
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Public Health, Senior
California State University-Northridge 2013 — 2013
Health/Health Care Administration/Management
CalPERS March 2013 - Present
Excel Realty and Mortgage August 2015 - Present
Keller Williams Realty, Inc. January 2015 - July 2015
California State Controllers April 2008 - March 2013
State Street June 2006 - April 2008
Skills
Investments, Asset Allocation, Fixed Income, Equities, Real Estate, Short Sales, Foreclosures, Finance, Risk Management, Insurance, First Time Home Buyers, Sellers, Investment Properties, Customer Service, Sales, Financial Analysis, Real Estate Transactions, Residential Homes, Investors, Leadership
Education
California State University-Sacramento 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General; Risk Management & Insurance
State Street December 2014 - March 2015
Simplify Lending March 2014 - September 2014
Bank of America April 2013 - December 2013
Law Offices of Alla V. Vorobets January 2011 - April 2013
Red Lobster February 2007 - March 2009
Skills
Banking, Investments, Liability, Credit, Trading Stocks and..., Typing: 45 wpm, Microsoft Excel, MS Excel Pivot Tables, Finance, Real Estate, Business Development, Microsoft Office
Education
California State University-Sacramento 2007 — 2013
Finance, Investments and Securities
Bella Vista
Moss Adams LLP January 2015 - Present
Moss Adams LLP June 2014 - December 2014
State Street October 2013 - May 2014
State Street April 2013 - September 2013
Skills
Accounting, Analysis, Microsoft Excel, Microsoft Word, Data Analysis, Time Management, Account Reconciliation, Financial Accounting, PowerPoint, Leadership, General Ledger, Teamwork, Outlook, Budgets, Microsoft Office, Customer Service, Communication Skills, Finance, Team Leadership, Social Networking, Research, Public Speaking, Critical Thinking, Data Entry, Bookkeeping, Process Improvement, Management, Strategic Planning, Bloomberg Terminal, Variance Analysis, Financial Analysis, Recruiting, Mentoring, ProSystem fx Tax
Education
California State University-Sacramento 2012 — 2014
Bachelor of Science (B.S.), Accounting
Sacramento City College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Social Sciences
State Street May 2014 - Present
State Street January 2014 - May 2014
Tollefson & Associates, DBA; Batteries Plus Bulbs September 2009 - January 2014
Skills
Customer Service, Accounting, Bloomberg, Financial Accounting, Finance, Microsoft Excel, Cash Flow, Fund Accounting, Teamwork, Analysis, Financial Analysis, Microsoft Word, PowerPoint, Financial Reporting, Time Management, Microsoft Office, Public Speaking
Education
California State University-Sacramento 2008 — 2014
Bachelor of Science, Economics
State Street Bank October 2014 - Present
State Street October 2013 - October 2014
State Street August 2012 - October 2013
Wells Fargo November 2011 - August 2012
Verdeo Financial August 2011 - November 2011
Skills
Accounting
Education
California State University-Sacramento 2011 — 2013
Bachelor of Arts (B.A.), Economics
State Street July 2015 - Present
MFS Investment Management March 2015 - June 2015
JPMorgan Chase February 2014 - September 2014
Amplify Trading June 2013 - August 2013
Hult International Business School September 2012 - August 2013
Navigant March 2013 - June 2013
Skills
Financial Modeling, Financial Analysis, Management, Capital Budgeting, Teamwork, Financial Market..., Business Strategy, Investment Management, Financial Forecasting, Investments, Portfolio Management, Equity Valuation, Corporate Finance, Marketing Strategy, Market Research, Microsoft Office, Data Analysis, DCF Valuation, Leadership, Risk Management, Structured Finance, Strategic Planning, Trading, Public Speaking, Microsoft Excel, Valuation, Finance, Equities, Equity Research, Bloomberg, Analysis, Banking, Forecasting, Derivatives, Economics, PowerPoint, Consulting, Accounting, Capital Markets, Microsoft Word, Customer Service
Education
Hult International Business School-London 2012 — 2013
Master of Science (MSc), Finance
Kingston University 2009 — 2010
Finance and Economics
California State University-Northridge 2007 — 2010
Bachelor of Science (BS), Finance
Los Angeles Pierce College 2005 — 2007
Associate of Arts (A.A.)
New York Life Insurance Company March 2015 - Present
State Street 2006 - 2014
Skills
Education Funding..., Protection..., Retirement Planning, Financial Services, 401k Rollovers, Asset Protection, Business Insurance..., Grandchild Gifting, Legacy Planning, Life Insurance..., Customer Service, Estate Planning, Fixed Annuities
Education
Cambridge College 2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
l
Church Brothers, LLC June 2012 - Present
Taiyo Pacific Partners November 2007 - May 2012
State Street July 2006 - July 2007
Skills
Axys, Bloomberg Terminal, Peachtree, Moxy, Microsoft Excel, Microsoft Office, Hedge Funds, Mutual Funds, Financial Audits, Proxy Voting, Alternative Investments, Investments, Account Reconciliation, SAS70, Prime Brokerage, Trading, Performance Measurement, Accounting, Fund Accounting
Education
California State University-Sacramento 2002 — 2005
Bachelor's Degree, Accounting and Finance
CalPERS October 2014 - Present
State Street January 2008 - June 2014
State Street June 2006 - December 2007
Wells Fargo August 2004 - June 2006
Skills
Microsoft Excel, Fixed Income, Financial Analysis, Accounting, Financial Accounting, General Ledger, Organizational Structure, Internal Audit, External Audit, Monthly Close Process, Equities, Management, Account Reconciliation, Finance, Highly detail oriented, Alternative Investments, Derivatives, Mentoring, Contract Management, Procurement
Education
California State University-Sacramento 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Sacramento City College 1996 — 2003
Associate of Arts (AA), Accounting and Finance
State Street March 2008 - Present
Wilshire Associates February 1995 - March 2008
HR Textron November 1989 - June 1992
Skills
Relationship Management, Asset Allocation, Portfolio Management, Product Development, Fixed Income, Investments, Analytics, CRM, Software Development, Alternative Investments, Hedge Funds, Equities, Mutual Funds, Bloomberg, Management, Asset Management
Education
University of La Verne 1991 — 1995
MBA, Business, Economics, Accounting
California State University-Northridge 1981 — 1987
BSEE, Electronic Engineering
State Street April 2014 - Present
State Street December 2011 - April 2014
State Street March 2009 - December 2011
State Street December 2007 - March 2009
Investors Bank & Trust May 2007 - December 2007
Investors Bank & Trust May 2006 - May 2007
Investors Bank & Trust May 2005 - May 2006
Financial Pacific Insurance. A Member of the United Fire Group February 1999 - May 2005
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Derivatives, Fund Accounting
Education
California State University-Sacramento
Bachelor's Degree, Finance, General
State Street January 2013 - Present
Abercrombie & Fitch September 2011 - February 2013
Skills
Multi Tasking, Fast-paced, Diligent, Meet Deadlines, System Monitoring, Close Attention to..., Learning Quickly, Networking, Perfect Attendance, Adaptation
Education
Cambridge College 2013 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
John Burns Real Estate Consulting February 2014 - Present
State Street July 2011 - April 2013
Raley's June 2007 - July 2011
University of the Pacific November 2009 - May 2011
Edward Jones June 2008 - August 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Access, Outlook, Accounting, Financial Analysis, Public Speaking, Teamwork, Time Management, Leadership, Sales, Management
Education
CSU Sacramento 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of the Pacific 2007 — 2011
Bachelor of Science (B.S.), Economics
DCA Logistics LLC April 2013 - Present
RGA Distribuitors October 2012 - April 2013
State Street February 2011 - June 2012
Losteria Inc October 2005 - February 2011
ARO Inc May 2004 - October 2005
M&M ORCONSTRUCTA Inc April 2001 - May 2004
Skills
Management, Process Improvement, Human Resources, Leadership, Customer Service, Leadership Development, Microsoft Excel, Employee Training, Finance, Microsoft Office, Sales, Microsoft Word, Sales Operations, Portfolio Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Teamwork, Asset Management, Strategy, Recruiting, Risk Management, Project Management, Analysis
Education
Cambridge College 2006 — 2007
Masters, Management
Polytechnic UniversityTimisoara 1995 — 2000
Bachelor of Science, Production Systems Engineering
Fidelity Investments March 2007 - July 2009
American Student Assistance May 2005 - March 2007
State Street May 1997 - October 2004
Skills
SDLC, Software Development, Vendor Management, Project Management, Business Development, Testing, Business Process..., Project Portfolio..., Security, Management, Agile Methodologies, Mentoring, Business Analysis, Leadership, Process Improvement, Requirements Gathering, Event Planning, Program Management, PMP, Fundraising, Requirements Analysis, Volunteering
Education
Cambridge College
State Street May 2005 - Present
Investors Bank & Trust 2005 - 2007
Financial Pacific Insurance Company 1999 - 2005
Education
University of Phoenix 2005 — 2007
Masters, General Business
California State University-Sacramento 2003 — 2005
Bank of America 2011 - Present
State Street 2008 - 2010
Merrill Lynch 2007 - 2008
HSBC 2005 - 2006
Skills
Relationship Management, Financial Analysis, Fixed Income, Financial Advisory, Portfolio Management, Financial Modeling, Consumer Lending, Commercial Lending, Retail Banking, Retirement Planning, Education Financing, Institutional..., Trade Operations, Global Private Client..., Derivatives, Credit, Investments, Banking
Education
California State University-Sacramento 2002 — 2005
B.S, Business Administration
Augusta Medical Systems February 2013 - January 2015
State Street January 2011 - February 2013
LP Capital Advisors April 2008 - December 2010
Skills
Medical Sales, Urology, Oncology, Medical Devices, Microsoft Excel, Customer Service, Cold Calling, Strategic Planning, Marketing
Education
California State University-Sacramento
Bachelor's degree, Business Administration, Management and Operations
State Street October 2000 - Present
Education
California State University-Long Beach - College of Business Administration 1989 — 1994
State Street November 2006 - Present
Investors Bank & Trust January 2004 - November 2006
CalPERS January 2003 - December 2003
Skills
Fixed Income, SDLC, SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Business Requirements, Data Analysis, Financial Services, MS Project, Risk Management
Education
California State University-Sacramento 2001 — 2003
BS, Business Administration - MIS and AIS
State Street January 2008 - Present
Bank of America October 2005 - December 2007
Education
Northeastern University 2007 — 2008
Masters of Arts, Economics
California State University-Sacramento 2005 — 2007
Bachelors of Arts, Economics
Sutter Physician Services May 2015 - Present
Blue Shield of California July 2014 - May 2015
Hewlett-Packard November 2011 - August 2014
Hewlett-Packard July 2009 - October 2011
Hewlett-Packard December 2008 - June 2009
Wachovia Small Business Capital March 2007 - October 2008
State Street February 2006 - March 2007
Franklin Templeton Investments May 2005 - February 2006
Franklin Templeton Investments February 2004 - May 2005
Perry-Smith LLP August 2003 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Planning, Tax, Process Improvement, Business Analysis, Business Process..., Finance, Program Management
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Organizational Behavior
California State University-Sacramento 2001 — 2003
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch October 2013 - Present
Edison Mission Marketing & Trading November 2011 - October 2013
State Street August 2008 - November 2011
COUNTRYWIDE FINANCIAL CORPORATION July 2007 - July 2008
Skills
Stata, Matlab, Oracle SQL, VBA, Endur, PowerWorld, Microsoft SQL Server, Microsoft Excel, Microsoft Word, VAR, Option Valuation, Technical Writing, Commodity Risk..., Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Risk, Time Series Analysis, Options, Financial Modeling, Fundamental Analysis, Fixed Income, Econometrics, Commodity, Bloomberg, Market Risk, Statistical Modeling, Risk Management, SAS, Basel II, Credit Risk, Derivatives
Education
Caltech
Ph.D, Control and Dynamical Systems
University of Houston
B.S., Mathematics
University of Houston
B.S., Physics
Universal Bank June 2012 - Present
First Vietnamese American Bank February 2006 - December 2010
CIT February 2004 - February 2006
State Street May 1998 - May 2003
Skills
Business Analysis, Project Management, Integration, Program Management, ITIL, IT Management, Windows Server, IT Strategy, Vendor Management
Education
California State University-Northridge 1990 — 1995
B.S., Engineering
State Street May 2010 - Present
Skills
Leadership, Customer Service, Management, Microsoft Excel, Microsoft Office, Research
Education
California State University-Sacramento 2004 — 2008
Global Collect March 2012 - Present
State Street August 2010 - March 2012
State Street Bank and Trust May 2006 - August 2010
Skills
Risk Analytics, Financial Analysis, Management, Program Management, Business Analysis, Portfolio Management, Risk Management, Analysis, Investments, Process Improvement, Finance, Data Analysis
Education
California State University-Sacramento 2007 — 2008
MBA
University of California, San Diego 1998 — 2001
BA
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
State Street December 2013 - Present
Pacific Life November 2011 - December 2013
U.S. Bank February 2011 - October 2011
JP Morgan Chase Bank July 2009 - July 2010
Strikepoint Trading June 2006 - October 2008
Washington Mutual Bank January 2004 - January 2006
Skills
Banking, Finance, Portfolio Management, Investments, Loans, Equities, Financial Risk, Financial Services, Mortgage Lending, Trading, Leadership, Financial Analysis, Options
Education
University of Redlands 2011 — 2014
Master of Business Administration (MBA), Finance, General
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
BS, Finance & Real Estate
State Street February 2008 - Present
Lehman Brothers 2005 - 2008
Education
California State University-Long Beach - College of Business Administration
Extra Space Storage April 2013 - Present
State Street May 2012 - January 2013
Kuni Automotive July 2009 - May 2012
IntelliQuote November 2008 - June 2009
Comcast April 2007 - April 2008
Comcast Cable October 2004 - April 2007
Comcast Cable October 2003 - October 2004
Ai Metrix August 2000 - October 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
Benefits Administration, Employee Relations, Performance Management, Coaching, Labor Relations, Change Management, Interviewing, FMLA, Onboarding, Interviews, Succession Planning, Applicant Tracking..., Human Resources, Training, Technical Recruiting, Leadership, Employee Benefits, Deferred Compensation, Employee Engagement, Personnel Management, Talent Management, Recruiting, Organizational..., Employment Law, Hiring, Payroll, Policy
Education
California State University-Sacramento 1994 — 1995
Bachelors of Arts, Organizational Communication
Sonoma State University 1990 — 1993
Bachelor of Arts (BA), Communications
Notre Dame High 1986 — 1990
diploma
University of North Dakota June 2015 - Present
Sacramento City College August 2012 - June 2015
State Street November 2005 - January 2011
Skills
PowerPoint, Data Analysis, Microsoft Office, Customer Service, Microsoft Excel, SPSS, Outlook, Risk Management, Banking, Research, Microsoft Word, Data Entry, Statistics, Critical Thinking, Training, Coaching, Public Speaking, Equities, Fixed Income, Analysis, Financial Analysis
Education
The University of North Dakota 2015 — 2017
Bachelor of Science (BS), Psychology
Sacramento City College 2012 — 2014
Psychology
California State University-Sacramento 1996 — 1998
CalPERS February 2011 - Present
Franklin Templeton Investments May 2010 - February 2011
State Street January 2000 - September 2009
Education
California State University-Sacramento
QBE Insurance June 2012 - Present
State Street October 2011 - June 2012
iCrossing June 2008 - July 2011
First American Title January 2005 - January 2008
Downey Savings and Loan March 2001 - August 2005
Southern California Edison June 1997 - June 2000
Skills
Business Analysis, SDLC, Visio, Requirements Analysis, Requirements Gathering, Vendor Management, SQL, Software Project..., Agile Methodologies, Project Management, Process Improvement, Software Documentation, Business Process, Business Intelligence, SharePoint, Integration, Databases, Systems Analysis, Business Requirements, Testing
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Science
University of La Verne
Master of Business Administration (M.B.A.), Management Information Systems, General
Ares Management May 2012 - July 2014
Mercury Air Cargo May 2010 - May 2012
State Street February 2009 - February 2010
California Energy Commission June 2007 - January 2009
Skills
Microsoft Office, Microsoft Word, Foreign Currency..., MAS500, FRx, Data Entry, Auditing, 10 Key, Financial Reporting, Finance, Accounting, Outlook, QuickBooks, Accounts Receivable, Financial Accounting, Revenue Recognition, Variance Analysis, Payroll, Microsoft Excel
Education
California State University-Sacramento 2005 — 2008
Bachelor of Science, Business Administration; Accounting
San Jose City College
Matthews Asia August 2005 - Present
State Street August 2002 - August 2005
The Coffee Bean & Tea Leaf January 2001 - June 2002
Shamrock Capital Advisors August 1995 - December 2000
Skills
Bloomberg, Mutual Funds
Education
California State University-Northridge 1995 — 2000
BA, Finance and Real Estate
Gould Asset Management August 2014 - Present
Union Bank February 2010 - July 2014
State Street September 2009 - February 2010
CSULB Student Managed Investment Fund (SMIF) August 2008 - August 2009
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
BS, Finance
State Street December 2006 - May 2011
Franklin Templeton Investments 2006 - 2006
Bank of the West November 2004 - December 2005
Skills
Fixed Income, CDS, Finance, FX Options, Hedge Funds, Derivatives, Fund Accounting, Interest Rate Swaps
Education
California State University-Sacramento 2007 — 2009
MBA, Finance
California State University-Sacramento 1999 — 2004
BS, Finance and Real Estate
State Street February 2008 - Present
Bank of America November 2005 - February 2008
Papa Murphy's International July 2000 - May 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Equities, Derivatives, Fund Accounting, Securities, Shared Services, Management
Education
CSU Sacramento 2005 — 2007
Bachelor of Science (BS), International Business
Center Point Brokerage September 2010 - Present
State Street December 2006 - March 2009
Education
CSU Sacramento 2003 — 2005
BS, Accounting/Finance
Oracle June 2014 - Present
State Street January 2012 - Present
State Street December 2010 - Present
American Power Inc. October 2009 - May 2011
Skillicorn Berries June 2003 - September 2008
Skills
Excel, Customer Service, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Data Analysis, Fixed Income, Corporate Actions, Bloomberg, Strategic Planning, Market Research, Team Building, Team Leadership, Financial Analysis, Valuation, Microsoft Excel, Sales, Sales Management, Forecasting, Business Planning, Marketing Strategy, Account Management, Accounting, Finance
Education
St. Mary's College of California 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
California State University-Sacramento 2004 — 2009
Business, Finance, Risk Management
Monte Vista High School 1999 — 2003
State Street November 2004 - June 2009
Education
California State University-Sacramento 2002 — 2004
BS, Finance and Risk Management & Insurance
Green Planet Ventures January 2009 - Present
PIMCO July 2006 - June 2008
State Street August 2004 - June 2006
State Street March 2003 - July 2004
Metropolitan West Asset Management March 2002 - October 2002
State Street March 2001 - February 2002
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
State Street September 2007 - Present
Education
CSU Sacramento
B.S., Finance
State Street May 2007 - February 2013
Skills
Fixed Income, Equities, Financial Analysis, Bloomberg, Mutual Funds, Asset Managment, Swaps, Portfolio Management, Investments, Strategic Financial..., Financial Reporting, Risk Management, Derivatives, Asset Management
Education
California State University-Sacramento 2009 — 2012
MBA, Finance
University of California, Santa Barbara 2002 — 2005
BA, Political Science
State Street 2015 - Present
Liberty Mutual Insurance 2014 - 2015
Year Up 2013 - 2014
Cambridge College 2011 - 2013
Cambridge College 2010 - 2011
The New England Institute of Art 2008 - 2010
Alliance Abroad Group 2005 - 2008
Skills
Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Affairs, Student Recruiting, Academic Advising, Career Counseling, Higher Education..., Student Development, Retaining Customers, Public Speaking, Recruiting, Training, Team Mentoring, Diversity Training, Curriculum Development, Community Outreach, Adult Education, Leadership, Grant Writing, Marketing, Interviews, College Recruiting, Event Planning, Resume Writing, Teaching, Program Development, Career Development, Career Development..., Coaching, Leadership Development, Human Resources, Staff Development, Curriculum Design, Organizational...
Education
Cambridge College
Master of Education (M.Ed.), Leadership & Organizational Development
Cambridge College
Certificate, Leadership in Human & Organizational Dynamics
Monroe Community College
Associate of Arts (A.A.), Human Services
Roberts Wesleyan College
Bachelor of Science (B.S.), Social Work, Counseling Concentration
Oracle March 2013 - Present
State Street October 2012 - March 2013
State Street July 2009 - October 2012
State Street January 2008 - July 2009
CalPERS November 2006 - December 2008
California State University, Sacramento January 2006 - January 2007
Education
California State University-Sacramento 2004 — 2007
Bachelors of Science, Business Administration; Finance
CalSTRS October 2010 - Present
California Employment Development Department June 2009 - October 2010
State Street November 2008 - May 2009
Skills
Private Equity, Portfolio Management, Investments, Equities, Financial Analysis, Bloomberg, Financial Modeling, Venture Capital, Analysis, Securities, Valuation, Asset Management, Due Diligence, Finance, Investment Management, Fixed Income, Asset Allocation
Education
California State University-Sacramento 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Sacramento 2004 — 2007
Bachelor's Degree, Finance and International Business, 3.7
Thermo Fisher Scientific September 2013 - Present
Dixon Hughes Goodman LLP September 2011 - September 2013
State Street January 2010 - November 2010
Investors Bank & Trust June 1999 - June 2006
Skills
Corporate Tax, CPA, Tax, Tax Preparation, Tax Accounting, Income Tax, General Ledger, Tax Research, QuickBooks, Financial Accounting, Financial Reporting, Accounting, GAAP, Bookkeeping, Financial Analysis, Account Reconciliation, Microsoft Excel
Education
Western Carolina University 2010 — 2011
Masters Degree, Accountancy
California State University-Sacramento 1997 — 1999
Bachelors, Business Admin - Finance
ERNST&YOUNG January 2015 - Present
Deloitte & Touche LLP September 2013 - January 2015
State Street June 2010 - September 2012
Foundation for California Community Colleges May 2008 - June 2010
Sears Holdings Corporation September 2006 - January 2010
Skills
Financial Analysis, Customer Service, Investments, Data Analysis, Portfolio Accounting
Education
UC Davis Graduate School of Management 2012 — 2013
Master of Accountancy
California State University-Sacramento 2006 — 2009
B.S, Finance, Risk Management and Insurance
Contra Costa County Office of the Sheriff August 2014 - Present
Klarity FX, Inc. July 2010 - Present
HiFX April 2007 - December 2008
State Street December 2005 - April 2007
Skills
Foreign Exchange, FX Options, Currency
Education
CSU Sacramento 2000 — 2004
Bachelor of Science, Finance & Risk Management Insurance
State Street May 2014 - Present
CalPERS February 2014 - May 2014
California State University, Sacramento October 2013 - May 2014
Keller Willams Realty October 2008 - October 2012
Skills
Listings, Foreclosures, First Time Home Buyers, Sellers, Short Sales, New Home Sales, Buyer Representation, Single Family Homes, Relocation, Investment Properties, Real Estate Transactions, Real Estate, Referrals, Investors, VBA, Bloomberg Software, ERP Software, Citrix, Derivatives, Mutual Funds, Corporate Finance, MS Excel Pivot Tables, Outlook, PeopleSoft, Event Management, Scripting, Interpersonal..., Organization Skills
Education
California State University-Sacramento
Bachelor of Science (BS), International Business and Finance
Intellichief LLC August 2013 - Present
West Bridgewater High School 2012 - 2013
Hanover Public Schools November 2011 - March 2012
William H. Galvin School September 2007 - September 2010
Sharon High School 2006 - 2007
Foxborough Regional Charter School 2004 - 2006
One Beacon Insurance April 2000 - February 2002
State Street 1999 - 2000
Polaroid 1998 - 1999
Harvard Pilgrim Health Care 1996 - 1998
Skills
Software Installation, Technical Support, Software Troubleshooting, Training, Windows Server, Microsoft Office, Remote Troubleshooting, Vendor Management, IBM Mainframe, Integration, TSO, Disaster Recovery, Classroom Management, OS/390, SMP/E, JES2, ISPF, SDSF, IDCAMS, IBM Utilities, SYSPLEX, Manipulatives, IEP, PECS, Enterprise Software, Software Documentation, Cross-functional Team...
Education
Cambridge College
M. Ed, Students with Moderate Disabilities
University of Hartford
MBA, Business, Management, Marketing, and Related Support Services
State Street March 2010 - Present
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls, Fund Administration, Bloomberg, Financial Accounting, Financial Statements, Investments, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Management
Education
California State University-Sacramento
Desjardins Financial Security October 2008 - Present
MRS 2007 - 2008
State Street 2006 - 2007
Dundee Securities 2005 - 2006
Education
Cambrian College 1992 — 1994
Corrections
Seoul Metropolitan Government August 2009 - February 2010
State Street June 2006 - February 2007
Education
California State University-Sacramento 2000 — 2006
Bachelor of Science, Business Administration - Finance and International Business
Janus Capital Group July 2012 - Present
State Street July 2007 - April 2011
Investors Bank & Trust April 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, General Ledger, Financial Reporting, Hedge Funds, Financial Analysis, Fixed Income, Asset Managment, Financial Statements, Account Reconciliation, GAAP, ETFs, Accruals, SEC filings, Bank Reconciliation, Accounting, US GAAP, Financial Accounting, Financial Modeling, Cash Management, Bloomberg
Education
CSU Sacramento 2003 — 2005
Bachelor, Psychology
State Street August 2012 - Present
Aircraft Electrical Components 2006 - 2011
Education
California State University-Sacramento 2009 — 2012
Bachelor of Science (BS), Finance, General
State Street April 2011 - Present
State Street June 2005 - April 2011
Skills
Performance Attribution, Account Reconciliation, Mutual Funds, Mutual Fund Valuation, Cash Flow Forecasting, Futures, Corporate Actions, Third Party Reporting, Staff Management, Project Management, System Testing, Operations Management, Operational Efficiency, Defined Contribution, Defined Benefit, Internal Audit, External Audit, Strengthening Client..., Emerging Markets
Education
California State University-Sacramento 2007 — 2009
Master of Business Administration (M.B.A.), Finance
California State University-Sacramento 1999 — 2003
Bachelor of Science (B.S.), Finance
State Street July 2011 - Present
City of Rocklin April 2004 - May 2011
Education
California State University-Sacramento 2009 — 2010
Bachelor's degree, Social Science
State Street December 2005 - Present
Select Medical June 2000 - April 2005
Education
California State University-Sacramento 2002 — 2005
Bachelor of Arts (BA), Industrial and Organizational Psychology
Sierra College 1999 — 2002
State Street April 2007 - Present
Skills
Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Alternative Investments, Asset Management, Financial Modeling, Financial Reporting
Education
California State University-Sacramento 2003 — 2006
Finance and Financial Management Services