State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Tuition Management Systems November 2012 - Present
Direxxis, Inc. October 2011 - November 2012
Makibie October 2009 - October 2011
New England Home for Little Wanderers July 2009 - August 2009
Collaborative Consulting April 2006 - August 2009
CVS Caremark Corporation October 2008 - March 2009
Sun Life Financial August 2007 - October 2008
Plymouth Rock Assurance June 2006 - May 2007
State Street August 2002 - April 2006
deNovis (formerly eHealthDirect) September 2001 - April 2002
Skills
Tomcat, Spring, JSP, Subversion, MySQL, Windows, Java, Java Application..., Hibernate, iBatis, MySQL Workbench, Toad, Linux, CentOS, Mac OS X, Flex, Struts, Software Engineering, Java Enterprise Edition, Web Services, SQL, SOA, XML, Software Development, Eclipse, Oracle, Ant, EJB, JUnit, JBoss Application Server, Web Applications, Agile Methodologies
Education
Framingham State College 1993 — 2011
Clark University 1996 — 1997
Certificate
Lincoln-Sudbury Regional High School (LSRHS) 1982 — 1986
High School Diploma
State Street February 2013 - Present
CHINA CITIC BANK July 2010 - December 2010
Agriculture Bank of China July 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Modeling, Corporate Finance, Microsoft Office, PowerPoint, Bloomberg, Investments, Financial Reporting, Finance, Financial Accounting, Teamwork, Data Analysis, Equities, Portfolio Management, Access, SQL, Bloomberg Terminal
Education
Clark University 2011 — 2013
Master of Science (MS), Accounting and Finance
Southwestern University of Finance and Economics
Bachelor of Science (BS), Finance, General
Packet Fusion March 2008 - Present
State Street 2001 - 2007
Max Marketing Inc 1998 - 2001
Skills
Avaya, Cloud Computing, VoIP, Data Center, Video Conferencing, Unified Communications, Wireless, Telecommunications, SaaS, IP, ShoreTel, Troubleshooting, Cisco Technologies, Integration, WAN, Solution Selling, Network Design, Microsoft Exchange, Disaster Recovery, Switches, Technical Support, Networking, Training, Hardware, Servers, Network Administration
Education
Clark University
Freelance January 2014 - Present
Demand Media August 2014 - August 2015
RYOT August 2012 - January 2014
Sun Journal December 2010 - April 2012
State Street August 2008 - June 2010
State Street August 2007 - August 2008
FedEx December 2006 - May 2007
Colby College May 2006 - September 2006
Skills
Editing, Journalism, News Writing, Newspaper, Photography, Lightroom, Writing, Newspaper Design, Web Content Management, Microsoft Office, Digital Photography, Attention To Detail, Time Management, Team Performance, Facebook, Instagram, Twitter, Pinterest, Tumblr, InDesign, Editorial Photography, Portrait Photography, Event Photography, Management, Creative Writing, Social Media, Public Speaking, Fundraising
Education
Colby College 2002 — 2006
BA, English Literature/Government
State Street February 2015 - Present
State Street March 2014 - February 2015
EverPresent May 2013 - March 2014
EverPresent September 2012 - May 2013
Seaspray Kayaking June 2010 - September 2012
Colby College January 2009 - July 2012
Purpoodock Club August 2006 - August 2008
Skills
Microsoft Excel, Excel VBA, Data Management, Financial Data..., Data Analysis, Situational Leadership, Organizational..., Public Speaking, Microsoft Office, Research, Cooperative, Microsoft Word, VBA
Education
Colby College 2008 — 2012
Bachelor of Arts, Physics
State Street June 2011 - Present
Skills
Quality Auditing, Financial Services, Financial Analysis, Bloomberg, Equities, Investments, Fixed Income, Securities, Risk Management, Mutual Funds, Process Improvement
Education
Colby College 1994 — 1998
Bachelor's degree
Middlebury College 1996 — 1996
Japanese Language and Literature
Leader Bank February 2013 - Present
State Street August 2007 - January 2013
Skills
Mortgage Lending, Residential Mortgages, Refinancings
Education
Clark University 2003 — 2007
Business/Management
Freelance Designer September 2012 - Present
Freelance designer 2000 - Present
The Yacobian Group March 2011 - September 2012
State Street February 2010 - August 2010
Putnam Investments March 2006 - May 2009
Cramer April 2005 - February 2006
Bain & Company May 2004 - February 2005
State Street Global Advisors April 1998 - September 2000
Skills
Graphic Design, Adobe Creative Suite, Presentation Design, Photoshop, Illustrator, Typography, Multimedia, Creative Direction, Advertising, Adobe Acrobat, Creative Services, QuarkXPress, Social Media Marketing, Mac, InDesign, Photography, Art Direction, Keynote, Brochures, Graphics, Layout, Editing
Education
Colby College 1986 — 1990
BA, liberal arts
Fenway Community Health January 2013 - Present
State Street May 2010 - March 2012
Cengage Learning January 2010 - February 2010
Wentworth Institute of Technology January 2007 - March 2009
Skills
Troubleshooting, Active Directory, Laptops, Printers, Windows 7, Software Documentation, Windows, Desktop Computers, Windows XP, Microsoft Exchange, Citrix, Computer Hardware, Operating Systems
Education
Clark University 2003 — 2004
Master Certificate, Windows 2000 Professional with Exchange
State Street February 2014 - Present
State Street Bank January 2013 - Present
Raymond James Financial February 2012 - May 2012
State Street Bank June 2011 - September 2011
Prudential Financial May 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Customer Service, Event Planning, QuickBooks, Leadership, Facebook, Social Networking, Mutual Funds, Social Media Marketing, Outlook, Instagram, Tumblr, Marketing, Twitter, Communication Skills, Strategic Financial..., Bloomberg, Bloomberg Terminal, Dividends, High Yield Bonds, APX, Account Reconciliation, Bank Reconciliation, Foreign Investment, Advent, ACD, operations, Global Operations
Education
University of Tampa - John H. Sykes College of Business 2010 — 2013
Bachelor of Science (B.S.), Business-Management
Wellesley High School 2004 — 2008
Clark University
Tilton
Tilton
Clark University January 2012 - Present
State Street 2008 - Present
Clark University 2009 - 2011
State Street 2006 - 2008
State Street 2004 - 2006
State Street 2003 - 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Reporting, Mutual Funds, Cash Flow, Analysis, Bloomberg
Education
New England College of Business and Finance 2013 — 2015
Master of Business Administration (MBA)
Clark University 1997 — 2001
BA
TPG Special Situations Partners L.P. February 2013 - Present
Citi January 2010 - April 2012
Citi January 2009 - December 2009
Citi January 2005 - December 2008
Citi January 2004 - December 2005
Citi May 2000 - December 2003
Lehman Brothers August 1997 - August 1999
State Street March 1994 - April 1997
Skills
Credit, Credit Risk, Credit Analysis, Credit Derivatives, Financial Modeling, Trading, Short Sales, Due Diligence, Leveraged Finance, Leveraged Lending, Distressed Debt, Alternative Investments, Investments, Principal Investments, Asset Managment, Capital Markets, Syndications, Risk Management, Liquidity Risk, Bloomberg, VBA, Series 7, Series 63, Hedge Funds, DCF Valuation, Enterprise Valuation, Structured Products, Loans
Education
Fletcher School, Tufts University 1999 — 2001
Master of Arts (MA), International Finance
Colby College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy; Classics
Wellington Management July 2015 - Present
State Street January 2014 - June 2015
East Cambridge Savings Bank May 2009 - January 2014
east cambridge savings bank May 2012 - September 2012
Accion January 2009 - May 2009
Radcliffe Institute for Advanced Study at Harvard University May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Outlook, Data Entry, Time Management, Access, Research, QuickBooks, Accounting, Analysis, Marketing, Payroll, Social Media
Education
Colby Sawyer College 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Elliott Davis Decosimo April 2013 - Present
State Street May 2010 - July 2012
Skills
Investments, Bloomberg, Financial Modeling, ETFs, Microsoft Excel, Valuation, Business Valuation, Litigation Consulting, Litigation Support, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Strategic Financial...
Education
Clemson University - College of Business and Behavioral Science
BS, Financial Management
CFA Institute
Chartered Financial Analyst Program
State Street October 2013 - Present
ShaveFace October 2014 - Present
KPMG September 2010 - October 2013
John Hancock Financial Services June 2010 - September 2010
Citysports June 2010 - September 2010
Merrill Lynch June 2009 - September 2009
Citigroup June 2008 - September 2008
Skills
Wealth Management, Consulting, Korean, Financial Regulation, Investments, International Tax, Tax Advisory, Cost Planning, Benefit Cost Analysis, Client Development, Client Liaison, Valuation, Financial Modeling, Financial Services, Public Speaking, Social Media
Education
Colby College 2006 — 2010
B.A., Economics, Administrative Science
Loomis Chaffee 2002 — 2006
High School Diploma
Wells Fargo Fund Management Group June 2015 - Present
State Street June 2014 - June 2015
Interise June 2013 - September 2013
Vermont Mountaineers June 2012 - August 2012
West Woods Upper Elementary August 2008 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, C, HTML, Java, Public Speaking, Teamwork, Matlab, Sports, Strategic Planning, Data Analysis, Access, Stata, SPSS, Economics, Analysis, Financial Analysis, Leadership, Team Leadership, Corporate Finance, Quantitative Analytics, Statistics, Bloomberg Terminal, Bloomberg, Financial Modeling, Social Networking
Education
Clark University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Clark University 2009 — 2013
Bachelor's degree, Economics
State Street June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Financial Markets, Economics, Global Plus, Investment Management, ETool, Wealth Connect, Finance, Financial Modeling, Portfolio Management, Social Networking, Marketing, Data Analysis, Investments, Financial Analysis, Leadership
Education
Colby College 2013 — 2017
Tabor Academy 2011 — 2013
Milton Academy 2008 — 2011
DraftKings, Inc. October 2014 - Present
State Street December 2012 - August 2014
Hidden Pond Hotel Resort May 2012 - November 2012
Suffield Academy: Summer Academy May 2010 - August 2010
Skills
Bloomberg, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Bloomberg Terminal, Microsoft Word, Financial Modeling, Corporate Finance, Valuation, Accounting, Economics, Investments, Research, Data Analysis
Education
Clemson University 2009 — 2012
Bachelor of Science (B.S.), International Business Management
Aarhus Business School
International Business
Universidad Carlos III de Madrid
Business Administration
Massachusetts Pension Reserves Investment Management September 2013 - Present
Holden Council on Aging February 2012 - September 2013
Harrison Fiduciary, LLC April 2012 - October 2012
State Street Global Advisors 2007 - May 2011
State Street Global Advisors 1998 - 2007
State Street Global Advisors 1997 - 1998
State Street Global Advisors 1996 - 1997
State Street 1994 - 1996
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Client Service, Excel, Financial Services, Microsoft Excel, Relationship Management, Business Development, Bloomberg, Asset Allocation, Risk Management, Alternative Investments, Derivatives, Client Services, Equities, Investment Management, Asset Management, Mutual Funds
Education
Clark University 1996 — 1998
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
State Street November 2013 - Present
State Street March 2012 - November 2013
BNY Mellon July 2007 - March 2012
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance
Clemson University - College of Business and Behavioral Science 2003 — 2007
B.S., Sociology, Business Administration
Wheeler School 1999 — 2003
Fidelity Investments March 2014 - Present
State Street September 2012 - February 2014
Pyramis Global Advisors June 2008 - September 2012
Fidelity Investments June 2007 - June 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2006 - September 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments November 2003 - April 2005
Skills
Spinning Certified, Six Sigma Training, FINRA, Program Management, Financial Services, Mutual Funds, Training, 401k, Relationship Management, Hedge Funds, Asset Managment, Business Analysis, Process Improvement, Risk Management, Retirement, Microsoft Excel, PowerPoint, Visio, Access, Asset Management, AML, Anti Money Laundering, Financial Risk, Management, Banking
Education
Clark University 2002 — 2004
Master of Science, Communication; Marketing
Clark University 1998 — 2002
Bachelor of Arts, Sociology; Urban Development and Social Change
BGI Americas Corporation October 2014 - Present
State Street December 2013 - June 2014
Twin Realty July 2013 - November 2013
China Merchants Bank July 2012 - August 2012
Huebi Architectural Design Institute September 2010 - July 2011
Skills
Analysis, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel
Education
Clark University 2011 — 2013
Master's degree, Accounting and Finance
State Street October 2013 - June 2014
Skills
Teamwork, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Corporate Finance, Data Analysis, Finance, Microsoft Word, Customer Service, Access, Research, Valuation, Bloomberg, Bloomberg Terminal, Fund Accounting, Cash Management, Microsoft SQL Server, Databases
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
State Street Global Advisors January 2014 - Present
State Street December 2011 - January 2014
State Street October 2009 - December 2011
Skills
Corporate Actions, Time Management, Research, Bloomberg, Bloomberg Terminal, Finance
Education
Colby-Sawyer College 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.45
Dr. Jorge Alvarez High School September 2015 - Present
Brown University June 2015 - Present
State Street June 2014 - June 2015
Colby Fund Phonathon October 2012 - May 2014
Commonwealth Magazine May 2013 - August 2013
Spider Web Gardens May 2012 - August 2012
Ann Taylor May 2010 - August 2011
Senator John Kerry's Office May 2010 - August 2010
YMCA Camp Huckins May 2008 - August 2009
Skills
Public Speaking, Fundraising, Research, Legal Compliance, Lexis Nexis, Microsoft Excel, Bloomberg, World Check, Microsoft Office, Prime Compliance Suite
Education
Brown University 2015 — 2016
Master of Education (MEd), Teaching Secondary English
Colby College 2010 — 2014
Bachelor of Arts (B.A.), English Literature, Creative Writing concentration
The University of Edinburgh 2012 — 2012
Scottish Literature
State Street May 2015 - Present
ADP May 2013 - November 2014
Columbia Gas of Massachusetts October 2010 - October 2011
Avery Dennison August 2009 - May 2010
Conning & Company September 2008 - December 2008
American Cancer Society September 2008 - December 2008
Clark University August 2007 - December 2007
Skills
Blogging, Calligraphy (Chancery..., Corporate Communications, Cultural Awareness, Cultural Diversity, Customer Service, Customer Relations, Detail-oriented, Education, Excel, Databases, Data Entry, Firefox, Fundraising, Internal Communications, Internet, Internet Explorer, Internet Research, Lotus Notes, Marketing Communications, Microsoft Office, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Organizational..., Outlook, People-oriented, Performance Metrics, PowerPoint, Public Speaking, Social Networking, Team Leadership, Teamwork, Word, Writing, Visio, Microsoft Excel, Nonprofits, Marketing
Education
Clark University
Bachelor of Arts (B.A.), Communication and Culture
State Street October 2007 - Present
State Street GmbH October 2004 - 2007
State Street Corporation February 2003 - October 2004
State Street Corporation June 2001 - February 2003
State Street Corporation November 1999 - June 2001
State Street Corporation November 1998 - October 1999
Liberty Mutual Insurance/Litigation Management January 1997 - August 1997
Skills
Business Strategy, Investments, Vendor Management, Risk Management, Change Management, Mutual Funds, Bloomberg, Valuation, Cross-functional Team..., Business Transformation, Six Sigma, Project Management, Financial Analysis, Fund Accounting, Portfolio Management, Process Improvement, Management Consulting, Strategy, Accounting, Financial Risk, Leadership, Corporate Finance, Management, Asset Managment, Financial Reporting, Relationship Management, Strategic Planning, Team Building, Analysis, Market Research, Fixed Income, Business Analysis, Securities, Mergers, Due Diligence, Equities, Entrepreneurship, Financial Services, Global Custody, Strategic Financial..., Finance, Banking, Compliance, Fund Administration, Back Office, Financial Modeling, Hedge Funds, Mentoring, Derivatives, Corporate Actions
Education
Maastricht School of Management 1998 — 1998
Certificate, Global Operations Management
Clarkson University 1997 — 1998
MBA, Consulting
Saint Michael's College 1992 — 1996
BS, Business Administration, Psychology
Southern New Hampshire University
State Street 2013 - December 2014
Credit Suisse 2009 - 2013
CNA Insurance 2006 - 2009
Chicago Board Options Exchange 2001 - 2006
Network Infrastructure Group, Motorola 1997 - 2001
Clemson University 1995 - 1997
Skills
Enterprise Architecture, Agile Methodologies, SDLC, Solution Architecture, Data Warehousing, Software Development, Business Intelligence, Framework Design, Cloud-based, Insight Generation, Rules Engines, Java Performance, Server Side Programming, Cloud Computing, Cloud Applications, Cloud Computing IaaS
Education
Clemson University
Master of Science, Computer Science
Osmania University
Bachelor of Engineering, Computer Science & Engineering
PTC March 2013 - Present
Elcom International, Inc. 2009 - Present
Axeda Corporation March 2013 - January 2015
State Street February 2009 - February 2013
Elcom, Inc. 2004 - 2008
Elcom, Inc. February 2000 - April 2002
Fleet Bank 1996 - 2000
Skills
Software Quality..., Oracle, Quality Assurance, Testing, Agile Methodologies, Databases, Oracle SQL Developer, Toad, SQL, Unix, Citrix, Oracle SQL, Badboy, WinSCP, SQL Navigator, Web Services, Requirements Gathering, SDLC, JMeter, XML, SoapUI, PL/SQL, Linux, Operating Systems, Web Applications, DB2, Test Automation, MySQL, Manual Testing, Scrum, Black-box, White Box, Beyond Compare, Integration, Software Development, QTP, Access, Agile, Disaster Recovery, Tomcat, Software Project..., Requirements Analysis, Cloud Computing
Education
Clark University 1999 — 2000
Oracle DBA Certificate, Data Modeling/Warehousing and Database Administration
State Street April 2015 - Present
Delta Sigma Pi April 2015 - Present
Kappa Kappa Gamma Fraternity November 2013 - December 2014
Ally Financial Inc. June 2014 - August 2014
Castlebridge Energy Group May 2013 - August 2013
Skills
Finance, Sales, Time Management, Leadership, Budgets, Critical Thinking, Communication, Fundraising, Spanish, Adaptable to Changes, Microsoft Office
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services, Junior
Phoenix Capital Advisors, LLC. March 2014 - June 2015
Wireless Zone November 2014 - January 2015
World Wide TechServices August 2008 - February 2012
CSC 2008 - 2008
State Street 2007 - 2008
Skills
Desktop Support, Outlook, Knowledge Base, SMS, Virus Extraction, MMC, Microsoft Office, Windows 7, Android, Blackberry, Application Security, Citrix, VMS, BMC Remedy, Enterprise Content..., Internet Explorer
Education
Clark University 2007 — 2007
Institute of Computer Science, Information Technology
The Synapse Group, LLC July 2005 - Present
State Street November 1994 - June 2005
Federated Department Stores (Jordan Marsh Co.) September 1987 - October 1994
Skills
Microsoft Office, QuickBooks, Computers, Access, Financial Accounting, Financial Transactions, Managerial, A/R analysis, Healthcare Industry, Healthcare Management, Healthcare Reimbursement, Private Healthcare, Human Resources, EHR, Physician Relations, Medical Groups, Medical Group Management, Revenue Cycle Management, Service Lines, Service Line Planning, Quicken, Quality Assurance, Software Quality...
Education
Clark University 1998 — 1999
Certificate, Microsoft IT & Network Administration, 3.75
Harvard University Extension School 1987 — 1990
Finance and Control
St. Peter's College 1982 — 1987
Bachelor's degree, Computer/Information Technology Administration and Management, 3.5
State Street March 2012 - Present
SCIenergy, Inc. June 2005 - March 2012
Emprise Corporation April 2003 - June 2005
Skills
General Ledger, Revenue Recognition, Job Cost accounting, Real Estate Accounting, Investor reporting, Staff supervision, Stock awards and Black..., Variance reporting, Excel, Great Plains Software, s, Software revenue..., CAM reconcilation, Construction Accounting, Engineering accounting, SOP 81-1, Variance Analysis, GAAP, Microsoft Excel, Forecasting, Real Estate, SEC filings, US GAAP, Financial Statements, Internal Controls, CPA, Job Costing, Sarbanes-Oxley, Financial Reporting, Investor Reporting, Staff Supervision, Accounting, Financial Analysis, Sarbanes-Oxley Act
Education
Clemson University
Bachelor of Science (BS), Adminstrative Mgt/Accounting
State Street April 2015 - Present
State Street Global Advisors October 2013 - March 2015
Bloomingdale's August 2013 - October 2013
Clark University Graduate School of Management September 2011 - April 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Bubba Gump Shrimp Co. May 2009 - August 2009
Central Pacific Bank June 2008 - July 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Access, Event Planning, Research, Sales, Data Analysis
Education
Clark University Graduate School of Management 2011 — 2013
MBA, Finance
Clark University 2008 — 2012
BA, Management
Saint Francis School 2004 — 2008
High School
State Street June 2011 - Present
Sigma Systems, Inc. July 2007 - April 2010
Skills
Process Improvement, Vendor Management, Recruiting, Project Management, Negotiation, Sourcing, Customer Service, Analysis, SDLC, Access, Business Analysis, Market Research, Program Management, Microsoft Excel, Data Analysis, PowerPoint, Strategic Sourcing, Microsoft Office, Business Process, Research, Strategic Planning, Cross-functional Team..., SAP, Leadership, Supply Chain Management, Procurement
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Colby College 2003 — 2007
Psychology
Gartner January 2012 - December 2014
Gartner January 2010 - December 2011
AMR Research (now Gartner, Inc.) December 2008 - December 2009
Yankee Group March 2007 - August 2008
JupiterResearch February 2000 - March 2007
New York Life Benefit Services, Inc. 1999 - 2000
Scudder Investments 1995 - 1997
State Street 1990 - 1995
Skills
Marketing, Cross-functional Team..., Marketing Strategy, Business Development, Strategy, Team Leadership, Marketing Communications, Analytics, New Business Development, Sales Operations, Account Management, Start-ups, CRM, Market Research, Product Development, Competitive Analysis, Business Strategy, Sales, Leadership, Management, Consulting, General Awesomeness, Awesomeness, Product Management, Strategic Partnerships
Education
Colby College
BA, Government with a concentration in Public Policy
EMC April 2015 - Present
EMC April 2014 - April 2015
EMC Corporation January 2009 - March 2014
EMC July 2006 - January 2009
EMC January 2000 - July 2006
State Street 1999 - 2000
Skills
Team Leadership, Consulting, Professional Services, SaaS, Enterprise Software, Management, Cloud Computing, Channel Partners, Sales, Solution Selling, Managed Services, Selling, Storage, Partner Management, Salesforce.com, Sales Enablement, EMC Storage, Data Center, IT Transformation, Sales Organization..., Leadership
Education
Colby College 1994 — 1998
BA, Economics, with Concentration in Financial Markets
Manchester Central High School 1990 — 1994
Cape Cod Young Professionals August 2015 - Present
State Street May 2014 - September 2014
The Furies Property Management May 2013 - June 2014
A.W. Brown Investments January 2014 - May 2014
Village Sports, LLC December 2012 - May 2014
Brick Farm Ice Cream May 2012 - April 2013
Business Administration Faculty Search Committee September 2012 - November 2012
Skills
Sales, Financial Accounting, Management, Corporate Finance, Investments, Entrepreneurship, Solution Selling, Supply Management, Taxations, Real Estate Development, Operations Management, Commercial Real Estate
Education
Colby-Sawyer College 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Wilbraham & Monson Academy 2006 — 2010
Shields & Company July 2014 - Present
Citi June 2013 - August 2013
State Street June 2012 - August 2012
Numeric Investors January 2012 - February 2012
Massachusetts Office of International Trade and Investment May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Budgets
Education
Colby College 2010 — 2014
Bachelor's degree, Economics-Mathematics: Concentration in Financial Markets, Junior
Danish Institute for Study Abroad 2012 — 2012
Noble and Greenough School 2006 — 2010
State Street April 2013 - Present
Bank of America May 2012 - April 2013
Central National Bank June 2007 - May 2012
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Lines Of Credit, Cross Selling, Strategic Financial..., Credit Risk, Financial Analysis, Branch Banking, Customer Satisfaction
Education
Kansas State University 2008 — 2011
Bachelor of Business Administration, Financial Services
Cloud County Community College 2007 — 2008
Associate of Science
State Street May 2013 - Present
State Street September 2012 - May 2013
State Street July 2007 - September 2012
Investor's Bank and Trust Company August 2006 - July 2007
Young & Franklin June 2005 - August 2005
Union Bank May 2004 - June 2005
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Statement..., Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Financial Services
Education
Clarkson University 2005 — 2006
MBA, Finance/Supply Chain Management
Johnson State College 2002 — 2005
Bachelor of Arts, Business Management
BNY Mellon March 2014 - Present
Wipro Technologies March 2011 - February 2014
Multifonds September 2004 - March 2011
State Street 2003 - 2004
Deutsche Asset Management 2002 - 2003
Putnam 2000 - 2002
Skills
Fund Accounting, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Derivatives, Mutual Funds, Capital Markets, Back Office, Corporate Actions, Securities, Investment Banking
Education
Clemson University 1995 — 1999
BS, Finance
Hanover High School 1991 — 1995
JB Hunt Transport Services, Inc. February 2013 - Present
Walmart August 2008 - January 2013
Oracle March 2008 - July 2008
Best Buy August 2007 - March 2008
ATG February 2007 - July 2007
State Street June 2006 - October 2006
Accenture February 2003 - July 2004
Birlasoft (India) Limited August 2001 - November 2002
Samilabs Ltd August 1998 - July 2001
Skills
Java Enterprise Edition, Spring, Oracle, PL/SQL, JBoss Application Server, Hibernate, Eclipse, XML, SDLC, EJB, JSP, Perl, Websphere, Microsoft SQL Server, Struts, JavaScript, C#, .NET, Scrum, Java, SQL, SSIS, Spring Framework, Agile Methodologies, JUnit, SOA
Education
Cochin University of Science and Technology 1995 — 1999
MBA, MIS
University of Kerala 1992 — 1995
Bachelor of Science (B.Sc.)
MSLGROUP August 2015 - Present
Clemson Online January 2015 - May 2015
Clemson Center for Career and Professional Development September 2014 - January 2015
State Street June 2014 - August 2014
The Molinari Family May 2013 - August 2013
Mamma Mia's May 2012 - August 2012
Red Jacket Inn Resorts May 2011 - August 2011
Winnipesaukee Soccer Camp August 2009 - August 2010
Skills
Public Speaking, Customer Service, Facebook, PowerPoint, Social Networking, Microsoft Excel, Microsoft Word, Outlook, Adobe Creative Suite, Entrepreneurship, Microsoft Office, Teamwork, Marketing, Social Media, Event Planning, Time Management
Education
Clemson University 2011 — 2015
Bachelor of Arts (B.A.), Communication Studies, Junior
Universitat d'Alacant
International Business
Duxbury High School 2008 — 2011
Mulligan Holdings LLC 2012 - 2014
HMS 2009 - 2011
HMS 2008 - 2009
Public Consulting Group 2004 - 2008
Public Consulting Group 2001 - 2004
Public Consulting Group 2000 - 2001
State Street 1999 - 2000
State Street 1998 - 1999
Skills
Leadership, Strategic Planning, Strategic Partnerships, Management, Strategy, CRM, Account Management, Training, Budgets, Proposal Writing, Human Resources, P&L Management, Program Management, Process Improvement, Business Analysis, Revenue Cycle Management, Corporate Communications, Strategic Communications, Coordination of Benefits, Healthcare Information..., Healthcare, Project Management
Education
Clark University 2004 — 2006
Master of Business Administration (MBA)
University of Massachusetts Boston 1994 — 1998
Bachelor of Arts (BA), Economics
SS&C GlobeOp September 2015 - Present
State Street October 2014 - Present
Golden Pond Wealth Management January 2014 - May 2014
Colby College September 2012 - September 2013
L' Onvie Inc. May 2011 - September 2013
Colby College Department of Biology January 2013 - February 2013
Groupe de Recherche en Neurobiologie Comportementale, Center for Studies in Behavioral Neurobiology May 2012 - August 2012
Skills
Research, Neuroscience, Financial Modeling, Financial Markets, Economics, Relationship Management, Social Media Marketing, Risk Management, Entrepreneurship, Microsoft Excel, Data Analysis
Education
Colby College 2010 — 2014
Bachelor's degree, Finance and Neuroscience
2015 Level 1 Candidate in the CFA Program
Sasaki Associates June 2015 - Present
Washington Gateway Main St 2015 - 2015
State Street June 2014 - August 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Adobe Design Programs, Urban Studies, Sustainability, Environmental Awareness, Urban Planning, Corporate Citizenship, Environmental Economics, Economics, Sustainability Reporting, Public Health, Program Management, Research
Education
Colby College 2012 — 2016
Science, Technology & Society Major, Environmental Studies Minor
Danish Institute of Study Abroad 2015 — 2015
Urban Studies, Sustainable Design, Creative Business, Communications & Marketing
Milton Academy 2008 — 2012
Sentrol, Inc. June 2005 - August 2015
State Street June 2004 - June 2005
State Street June 2001 - June 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, QuickBooks, Account Reconciliation, Bank Reconciliation, Sales Commissions, Accounts Payable &..., Collections, Data Analysis
Education
Clark University 1995 — 1999
Bachelor of Arts (BA), Psychology
Duxbury High School 1991 — 1995
State Street February 2015 - Present
State Street April 2014 - Present
Thomson Reuters October 2013 - April 2014
Suffolk University Investor Advocacy Clinic September 2012 - May 2013
Glynn, Landry & Rice, LLP June 2012 - August 2012
Contant Law Offices September 2011 - March 2012
Suffolk Univeristy Law School June 2011 - August 2011
Skills
Legal Research, PowerPoint, Microsoft Office, Legal Writing, Westlaw, Microsoft Excel, Research, Social Media, Microsoft Word, Public Speaking, Financial Analysis
Education
Suffolk University Law School 2010 — 2013
JD, Business Law and Financial Services Concentration
Colby College 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
McQuaid Jesuit
State Street September 2013 - Present
Pershing, a BNY Mellon company May 2010 - July 2013
Penn Mutual 2006 - 2009
Taylor Nelson Sofres Telecoms 2005 - 2006
T. Rowe Price 2004 - 2005
Comcast Cable 2003 - 2004
RMH Teleservices 2003 - 2003
SEI 2003 - 2003
Skills
Management, Access, Financial Analysis
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis
State Street July 2013 - Present
Fidelity Investments May 2012 - August 2012
Chatham Bars Inn May 2011 - August 2011
Skills
Customer Service, Strategy, Analysis, Business Strategy, Data Analysis, Competitive Analysis, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services, Senior
State Street August 2015 - Present
State Street December 2009 - August 2015
State Street June 2007 - December 2009
State Street July 2005 - June 2007
Skills
Securities Lending, Equities, Operations Management, Microsoft Office, Microsoft Excel, Organization, Communication Skills, Detail Oriented, Equilend, Bondlend, Six Sigma, Lean Transformation, Financial Services, Settlement
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science (BS), Management
Colby College 1997 — 2001
Boston Financial Data Services May 2015 - Present
RyanHiggens.com February 2009 - Present
Copyeditopia August 2012 - Present
William Raveis Prime Real Estate Services November 2014 - January 2015
William Raveis Real Estate September 2011 - August 2013
Continuous Life Clothing February 2011 - April 2012
Ahern Painting March 2007 - January 2009
JP Morgan & Chase December 2004 - March 2007
State Street June 2003 - December 2004
Skills
Market Research, Freelance, Copyediting, Proofreading, E-commerce, Mutual Funds, Equities, Investments, Training, Real Estate, Trading, Sustainability, Urbanism, Eco-friendly, Banking, Downsizing, Copy Editing, Boston, Green Properties, Green, Customer Service, Strategic Planning, Project Management, Marketing, Microsoft Excel, Social Media, Leadership
Education
Clemson University 1999 — 2003
Bachelor of Science, Financial Management
University of Illinois at Urbana-Champaign 2012 — 2012
Certificate, Sustainability Studies
North Attleboro High School 1996 — 1999
Diploma
US Banccorp May 2014 - Present
State Street August 2013 - April 2014
AllianceBernstein June 2011 - July 2011
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Derivatives, Microsoft Word, Legal Research, Microsoft Office, Estate Planning, Legal Writing, Risk Management, Public Speaking
Education
Clemson University 2010 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
CHS
Markit December 2013 - Present
Bonaire Software Solutions April 2013 - November 2013
Bonaire Software Solutions March 2011 - November 2013
State Street January 2010 - February 2011
Sokolove Law LLC October 2009 - December 2009
Brennan's Colony Pub June 2005 - August 2009
Skills
Analysis, Business Process, Project Management, Customer Service, SQL, Databases, Data Analysis, Mutual Funds, ETFs, Microsoft Excel, Business Analysis, Microsoft SQL Server, Business Intelligence
Education
Cleveland State University 2004 — 2007
Bachelors, Finance
EMC November 2014 - Present
State Street October 2013 - October 2014
State Street December 2010 - October 2013
State Street October 2008 - February 2012
Skills
Microsoft Excel, PeopleSoft, SharePoint, Onboarding, Succession Planning, Employee Relations, HR Policies, Talent Management, Human Resources, Interviews, Workforce Planning, Performance Management, Job Descriptions, Organizational..., Job Evaluation, Employee Engagement, Analysis, Executive Pay, HR Consulting, Process Improvement, Leadership Development, Executive Coaching, Leadership, Career Development, Employment Law, Change Management, Organizational..., Compensation & Benefit, Personnel Management, Training, Building Relationships, Coaching, Screening Resumes, HR Transformation
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor's degree, Business Management & Spanish
Universidad Complutense de Madrid
Universidad Pontificia Comillas
Clark University
Gemvara September 2010 - Present
State Street September 2002 - June 2008
BNY Mellon October 1999 - September 2002
BNY Mellon July 1997 - October 1999
Skills
Investments, Marketing, Sales, Sales Operations, Portfolio Management, Start-ups, Strategy, Public Speaking, Strategic Partnerships, Business Development, Leadership, Management, Marketing Strategy, Mutual Funds, Product Management
Education
Simmons College Graduate Studies 2001 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Colby College 1993 — 1997
Bachelor's Degree, Economics and English
UCL 1996 — 1996
International Economics and Comparative Literature
Hanover High School, Hanover NH 1989 — 1993
High School
Public Consulting Group July 2014 - Present
Public Consulting Group February 2012 - June 2014
State Street Bank February 2010 - March 2012
State Street June 2007 - February 2010
Skills
Business Analysis, Visio, CRM, Analysis, Cross-functional Team..., Risk Management, Management, Leadership, Integration, Product Management, Operations Management, Finance, Microsoft Excel, Data Analysis, Process Improvement, Business Requirements, Business Process..., SDLC, Program Management, Project Management, Microsoft Word, Business Intelligence, SharePoint, Change Management, Business Process, Vendor Management
Education
Clark University 2015 — 2017
Master of Business Administration (M.B.A.)
Stonehill College 2003 — 2007
BA, Economics
Foxboro High School 2000 — 2003
State Street August 2010 - Present
Maxima Consulting, Inc. August 2010 - Present
Martin Luther King Jr - Business Empowerment Center January 2010 - August 2010
Blue Cod Technologies September 2009 - December 2009
Saint Joseph's Abbey September 2009 - December 2009
Interactive Educators Incorporated July 2009 - August 2009
Quinnox December 2006 - July 2008
Skills
Business Analysis, Derivatives, Risk Management, SQL, Website Development, Social Media, Business Intelligence, Data Analysis, Data Mining, Calypso, Web Analytics, Credit Risk, Market Risk, SEO, Google Analytics, Spotfire, Atlassian JIRA, Requirements Analysis, Requirements Gathering, Business Requirements, Organization &..., Functional..., Business Process..., Hedge Funds, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Swaps, Options, Futures, Forwards, Rational Rose..., Trading Systems, Front Office Trading..., Fixed Income, FX Options, Equity Derivatives, Clearing Houses, FX Derivatives, Weblogic, Futures Clearing, OTC Derivatives Clearing, Trading, Strategy, Analysis, Databases, Data Warehousing, Financial Risk, Software Documentation, Back Office
Education
Clark University 2008 — 2010
MBA, Finance and Management Information Systems
University of Mumbai 2002 — 2006
B.E., Information Technology
Liberty Mutual Investments July 2014 - Present
Liberty Mutual Investments September 2009 - Present
State Street Bank 2000 - February 2009
State Street January 2008 - January 2009
State Street October 2005 - December 2007
State Street October 2003 - October 2005
State Street Bank February 2001 - September 2003
State Street Bank June 2000 - January 2001
Skills
SDLC, Business Analysis, Process Improvement, SharePoint, Systems Analysis, Access, Microsoft SQL Server, Crystal Reports, PMI, Change Management, User Acceptance Testing, Vendor Management, PMP, Data Conversion, ITIL, Financial Systems..., Deployment Planning, Scope Management, Stakeholder Management, Requirements Management, Risk Analysis, Process Development, Data Feeds, SQL Server, Oracle General Ledger, Process Automation, Data Management, Visual Basic, MS Project, Windows 7, MS Office Automation, Data Analysis, Quality Assurance, Technical Documentation, Job Scheduling, SWIFT, Business Objects, PMBOK, Project Server, System Integration..., Status Reporting, Production Support, Real Estate, VBA, PL/SQL, VBScript, Software Project..., Master Data Management, Microsoft Dynamics, SQL Server Management...
Education
Clark University 2001 — 2002
Master Certificate
Saint Anselm College 1994 — 1999
BA
State Street January 2013 - Present
SSgA October 2006 - January 2013
State Street September 2000 - October 2006
Politzer and Haney (now ACI Worldwide, Inc.) January 1999 - September 2000
Skills
Java, Web Services, Cloud Computing, Apache, Web Logic, JBoss Application Server, Tomcat, Team Oriented, Process Engineering, SaaS, ITIL Certified, Lean IT, Weblogic, SQL, Performance Tuning, Unix Shell Scripting, Unix, Oracle Identity Manager, Linux, WebSphere, SDLC, Java Enterprise Edition, Enterprise Architecture, Oracle
Education
Clark University
Computer Science
Standard Life Investments May 2015 - Present
State Street Global Advisors September 2011 - Present
State Street Global Advisors June 2010 - August 2011
State Street January 2008 - June 2010
Verizon Information Services July 2005 - January 2008
U.S. House of Representatives November 2004 - March 2005
Center for the Study of the Presidency and Congress September 2004 - October 2004
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance, Organizational Behavior
Colby College 2000 — 2004
BA, Government
State Street September 2013 - Present
Town Of Marshfield May 2008 - September 2012
Skills
Teamwork, Financial Analysis, Research, Finance, Leadership
Education
University of New Haven 2010 — 2013
Bachelor of Science (BS), Accounting, 3.5
Colby-Sawyer College 2009 — 2010
Accounting
Marshfield High School 2006 — 2009
3.4 GPA
Talener August 2015 - Present
IMCA Capital June 2015 - August 2015
State Street June 2014 - August 2014
MyGradPad January 2014 - June 2014
Massachusetts Youth Soccer Association May 2012 - August 2012
Massachusetts Youth Soccer Association 2007 - 2009
Skills
Microsoft Excel, Social Media, Microsoft Word, Management, Microsoft Powerpoint, Leadership, Teamwork, Interpersonal..., PowerPoint, Project Management, Microsoft Outlook, Event Management, Time Management
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
State Street November 1999 - Present
State Street June 2012 - Present
State Street June 2010 - June 2012
State Street February 2009 - June 2010
State Street November 1999 - February 2009
Investors Bank & Trust - Formerly BankBoston Institutional Custody May 1990 - November 1999
Marchiel & Associates January 1989 - May 1990
Boston Company Advisors February 1988 - December 1988
Putnam Investments May 1983 - February 1988
Skills
Mutual Funds, Securities, Fixed Income, Financial Services, Equities, Bloomberg, Corporate Actions, Investments, Business Analysis, Global Custody, Banking, Hedge Funds, Fund Accounting, Asset Management, Derivatives, Insurance, Alternative Investments, Common Trust Funds, Funds Trading, Mentoring
Education
Clark University 1978 — 1982
BA
Liberty Realty February 2014 - Present
Mobile Surveys Inc. May 2011 - January 2014
Liberty Realty May 2008 - March 2011
GE Money June 2006 - March 2008
Lehman Brothers Holdings Inc. September 2003 - May 2006
State Street Bank and Trust 2000 - 2003
State Street 2000 - 2003
Skills
Financial Analysis, Business Strategy, Strategic Planning, Negotiation, New Business Development, Risk Management, Budgets, Microsoft Excel, Project Management, Investments, Finance, Financial Services
Education
Clark University 1995 — 1999
Bachelor of Arts, Business Management, Economics
University of Nairobi 1993 — 1995
BA, Economics, Sociology, Philosophy
State Street 2005 - Present
State Street Corporation September 2002 - 2005
Skills
Equities, Full project lifecycle..., Strategic Planning, New Business Development, Project Management, Long Term Business..., Team Building, Increase Productivity, Custom Reports, Quality Assurance, User Interface Design, Operational Planning, Business Analysis, Functional..., Product Demonstration, Risk Reduction, Management
Education
Colgate University
Bachelor of Arts (B.A.), English and Sociology / Anthropology
Loomis, Sayles & Company May 2013 - Present
Loomis, Sayles & Company January 2011 - May 2013
State Street December 2009 - February 2011
State Street June 2008 - December 2009
State Street August 2007 - June 2008
Education
Colby-Sawyer College 2003 — 2007
BS, Business Administration
Burns & Bouchard April 2012 - Present
Cerrell Associates January 2012 - April 2012
Cerrell Associates May 2011 - February 2012
Cerrell Associates May 2010 - May 2011
State Street October 2008 - September 2010
Investors Bank and Trust March 2006 - October 2008
Global Green USA November 2005 - February 2006
Skills
Strategic Communications, Media Relations, Crisis Communications, Entitlements, Community Outreach, Building Permits, Key Message Development
Education
University of Southern California 2009 — 2011
Masters, Public Policy and Management
Harvard University 2006 — 2007
Finance
Colby College 2001 — 2005
Bachelor of Arts, International Studies
Santa Monica High School 1998 — 2001
State Street July 2007 - Present
Investors Bank & Trust 1992 - 2007
Skills
Financial Services, Process Improvement, Mutual Funds, Business Analysis, SDLC
Education
Clark University 1983 — 1985
Chico's FAS, Inc. November 2014 - Present
Chico's FAS Inc. December 2013 - November 2014
Chico's FAS Inc. August 2012 - December 2013
Chico's FAS Inc. February 2012 - August 2012
Chico's FAS Inc. March 2011 - February 2012
TerraCap Partners July 2009 - March 2011
State Street January 2008 - June 2009
Skills
Financial Modeling, Mutual Funds, Account Reconciliation, Hedge Funds, Cash Flow, Derivatives, Financial Analysis, Equities, Securities, Portfolio Management, Analysis, Forecasting, Accounting, Strategic Planning, New Store Planning, Allocations, Arthur Allocation, Enterprise Planning, JDA, Financial Statements, Financial Reporting, Fund Administration, Fund Accounting, Cash Management, Corporate Actions, Merchandising, Microsoft Excel, Retail, Trend Analysis, Store Management
Education
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science (B.S.), Finance
State Street Global Advisors (SSgA) September 2012 - Present
State Street June 2010 - September 2012
State Street May 2007 - May 2010
State Street October 2004 - April 2007
State Street April 1999 - September 2004
Skills
Database Mining, Data Analysis, Data Reporting, Access, Process Improvement, Cognos, Requirements Analysis, Financial Reporting, Requirements Gathering, Analysis, Back Office, Business Intelligence, Data Fusion, SQL, CRM, SDLC, Data Mining, Corporate Actions, Financial Services, Derivatives, Business Analysis
Education
Suffolk University - Sawyer Business School 2000 — 2003
MBA, MIS
Clark University 1998 — 1999
Certificate on Client/Server Programming & Web Developing
University of Massachusetts Boston 1993 — 1997
Economics
State Street May 2014 - Present
KPMG December 2011 - Present
Fidelity Investments December 2007 - December 2011
Fidelity Investments September 2006 - December 2007
Fidelity Investments October 2005 - September 2006
Fidelity Investments December 2004 - October 2005
Fidelity Investments January 2004 - December 2004
Fidelity Investments Charitable Gift Fund November 2003 - January 2004
Skills
Financial Services, Mutual Funds, Analysis, Securities, Investment Management..., Investment Advisers Act, Risk Assessment, Series 7, Finance
Education
Colby College 1999 — 2003
Bachelor of Arts, International Studies and German
Federal Reserve Bank of New York March 2013 - Present
United States Department of the Treasury September 2012 - December 2012
State Street June 2012 - August 2012
Giovine Capital Group LLC September 2006 - June 2010
Skills
Investment Management, Banking, International Economics, Financial Modeling, Trading, Fund Administration, International Relations, Strategy, Fixed Income, Financial Markets, Valuation, Financial Analysis, Research, Risk Management, Mutual Funds, Global Macro, Monetary Policy, Bloomberg, Quantitative Finance, Corporate Finance, Analysis, Quantitative Analytics, Strategic Planning, Economics
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2012
MA with honors, International Economics
INSEAD 2010 — 2011
MBA, Finance
Colgate University 1998 — 2002
BA with Honors, Mathematical Economics
eFront Financial Solutions, Inc. July 2012 - Present
eFront Financial Solutions, Inc. September 2011 - July 2012
State Street 2009 - September 2011
State Street October 2007 - March 2009
Education
Clarkson University 2005 — 2006
MBA
Saint Michael's College 2001 — 2005
BS
Liberty Mutual Insurance August 2011 - Present
State Street July 2006 - July 2011
Education
Colby College 2002 — 2006
Thermo Fisher Scientific November 2006 - Present
State Street December 2005 - November 2006
Direct Capital Corporation March 2003 - November 2005
Skills
Credit, Finance, Accounting, Management, Risk Management, Portfolio Management, Investments, Software Documentation, Auditing, Financial Analysis, Customer Service, Leadership, Process Improvement, Analysis, Budgets
Education
Colby Sawyer College 1998 — 2002
Bachelor of Science, Major: Business Administration, Minor: Information Technology Management
Spaulding High School
State Street 2007 - Present
Brown Brothers Harriman 1994 - 2007
Czech and Slovak American Enterprise Fund 1992 - 1994
Citibank 1988 - 1990
ABN Bank 1983 - 1988
Skills
Investments, Alternative Investments, Management, Fixed Income, Global Custody, Mutual Funds, Asset Management, Equities, Derivatives, Portfolio Management, Financial Services, Hedge Funds, Finance
Education
Clemson University
BS, Economics
ESADE Business & Law School
International Management Program
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
State Street Vice PresidentState Street Bank2003 - Present
Skills
Fixed Income, Equities, Bloomberg, Securities, Financial Services, Hedge Funds, SDLC, Mutual Funds, Derivatives, Business Analysis, Corporate Actions, Securities Lending, Vendor Management, Capital Markets, Trading Systems
Education
Colby College 1976 — 1980
State Street March 2013 - Present
State Street Bank March 2008 - March 2013
State Street March 2006 - March 2008
State Street March 2004 - March 2006
State Street March 2002 - March 2004
Forrester Research October 2000 - January 2002
Skills
Financial Services, Business Process..., Competitive Analysis, Bloomberg, Economics, Research, Policy Analysis, Market Research, Fixed Income, Program Management, Strategy, Analytics, Analysis, Strategic Consulting, Management Consulting, Process Consulting, Business Analysis, Business Transformation, Operations Management, Asset Management, Change Management, Financial Modeling, Microsoft Office, Process Improvement, Team Building, Equities, Management, Portfolio Management, Strategic Planning, Securities, Corporate Actions, Risk Management, Mutual Funds, Financial Analysis, Six Sigma, Finance, Consulting
Education
Suffolk University - Sawyer School of Management 2005 — 2007
MBA, FINANCE
University of International Business and Economics 2006 — 2006
Colby College 1996 — 2000
BA, Psychology
DST Customer Communications June 2012 - Present
Capital Fulfillment Group August 2005 - June 2012
State Street July 2003 - August 2005
Harvard Pilgrim Health Care November 1997 - June 2003
Skills
Visio, B2B, CRM, Project Management, Team Leadership, SQL, CSS, Process Improvement, Strategic Planning, Email Marketing, Microsoft SQL Server, Customer Service, HTML, SharePoint, Operating Systems, Vendor Management, Direct Marketing, Team Building, XML, Business Analysis
Education
Clark University 2000 — 2003
Wellington Management September 2013 - Present
State Street Global Advisors January 2006 - September 2013
State Street 2006 - 2010
State Street Global Advisors 2006 - March 2009
Bingham McCutchen 2002 - 2006
Education
Vermont Law School 1999 — 2002
JD
Colby College 1991 — 1995
Laning Trade Group August 2011 - Present
State Street March 2011 - June 2011
Morgan Stanley Smith Barney July 2010 - April 2011
Colby-Sawyer College January 2009 - May 2010
Colby-Sawyer College September 2006 - May 2010
Dartmouth College June 2009 - August 2009
Skills
Microsoft Excel, Outlook, Public Speaking, Financial Analysis, Finance, Data Analysis, Strategic Planning, Sales
Education
Colby Sawyer College 2006 — 2010
Bachelor of Science, Business Administration
State Street April 2012 - Present
Ernst & Young January 2010 - April 2012
Ernst & Young January 2009 - March 2009
Cox Communications May 2008 - August 2008
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, External Audit, Assurance, Microsoft Excel, Financial Statements, Data Analysis, Big 4, Microsoft Office, General Ledger, Finance
Education
Georgia Institute of Technology - Georgia Tech College of Management 2007 — 2009
Bachelor of Science, Management/Accounting
Clemson University - College of Business and Behavioral Science 2005 — 2007
Accounting
Fidelity Investments March 2015 - June 2015
Fidelity Investments April 2012 - March 2015
Remax Business December 2011 - April 2012
FirstBest Systems, Inc. September 2011 - December 2011
Sleep HealthCenters May 2011 - September 2011
Liberty Mutual June 2006 - March 2009
state street 2003 - 2004
Citizens Bank 2002 - 2003
state street 2000 - 2001
Kforce 2000 - 2001
Skills
Business Analysis, Insurance, Customer Service, Analysis, Project Management, Salesforce.com, Microsoft Excel, Team Building, Strategic Planning, Program Management, Microsoft Office, Management Consulting, Budgets, Financial Analysis, Management, Microsoft Word, SDLC, Asset Managment, Business Requirements, Project Planning, Asset Management, Vendor Management, Visio, Requirements Analysis, Process Improvement, Databases, PowerPoint, Risk Management, Access, Accounting, Business Development, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Data Analysis, Human Resources, MS Project, Marketing, Negotiation, New Business Development, Recruiting, Requirements Gathering, Sales, SharePoint, Software Documentation, Team Leadership, Training
Education
Clark University 2000 — 2000
Certificate, Client/Server Programming
University of Massachusetts Dartmouth 1991 — 1996
Bachelors, Elementary Education and Humanities and Social Sciences
State Street May 2008 - Present
State Street Bank 2006 - 2008
Skills
Bloomberg, Financial Services, Equities, Derivatives, Asset Management, Investments, Portfolio Management, Fixed Income
Education
Colby College
New England Technology Partners, Inc. December 2014 - Present
IBM April 2012 - 2014
State Street December 2008 - March 2012
State Street August 2005 - December 2008
State Street May 2003 - August 2005
State Street January 2001 - May 2003
State Street June 1998 - January 2001
Evergreen Funds Investments August 1997 - May 1998
Keithley Instruments - Metrabyte June 1988 - December 1996
Skills
Team Leadership, Collaborative Problem..., Lean Initiatives, Disaster Recovery, Project Management, Integration, ITIL, Visio, VMware, Windows, Leadership, Active Directory, Virtualization, SharePoint, Quality Assurance
Education
Clark University 1997 — 1998
MCSE, LAN/WAN Administration
Massasoit Community College 1979 — 1981
Associate's degree, Electrical Engineering
State Street October 2014 - Present
State Street Bank October 1991 - Present
State Street Corp 1991 - Present
American International Group 1989 - 1991
Ocean Spray Cranberries 1986 - 1989
Skills
Social Media, Project Management, Virtualization..., Cloud Computing, Change Management, Staff Development, Staff Management, Staff Mentoring, Information Architecture, Technical Architecture, Technical Management, Telecommunications, Microsoft Office, Microsoft Technologies, Microsoft Lync
Education
Clark University 1982 — 1986
BA, Geography
Fidelity Investments July 2015 - Present
First Citizens Bank September 2013 - April 2015
Thomson Reuters May 2009 - September 2013
State Street May 2008 - March 2009
IBM India Pvt Ltd 2006 - 2008
Alcoa 2001 - 2006
EMC 2000 - 2001
Skills
Data Center, Project Management, Project Delivery, Infrastructure, Vendor Management, Program Management, Certified Project..., Risk Management, Service Delivery, Business Strategy, PMO, Cost Management, IT Infrastructure..., Disaster Recovery, SDLC, Business Analysis, Infrastructure Projects, Data Center Relocation, Project Implementation, Project Finance, IT Service Management, Management, ITIL, Project Execution, Business Relationship...
Education
Cochin University of Science and Technology
Bachelor of Engineering (BE), Computer Engineering
University of Pittsburgh
Master of Business Administration (MBA)
Oasis Consulting, Inc. May 2007 - Present
RBS Citizens Financial Group March 2012 - July 2013
RBS Citizens Financial Group May 2007 - December 2011
New Orleans Courtyard Cafe, West Palm Beach, FL 2004 - 2006
State Street 1991 - 2003
Future Electronics June 1985 - November 1990
Skills
Analysis, Business Process, SDLC, Production Support, Release Management, Data Warehousing, Business Analysis, Banking, PMP, Financial Risk, Disaster Recovery, Project Management, IT Operations, Vendor Management, Requirements Gathering, Data Center, PMO, Visio, Business Requirements, Information Technology, Requirements Analysis, IT Strategy, Process Improvement, Risk Management, Management
Education
Clark University 1994 — 1994
Certificate, Web Design
Johnson & Wales University 1983 — 1985
Majored, Computer Systems Mgmt
Fisher College 1980 — 1982
AS, Business Mgmt
American Tower January 2009 - Present
American Tower July 2007 - December 2008
Tweeter October 2004 - July 2007
TriCore Solutions June 2004 - September 2004
State Street May 2001 - April 2002
State Street May 1998 - April 2001
Education
Clark University 1997 — 1998
Certificate, Client/Server Programming
Plymouth State University 1994 — 1995
Meteorology
Ntirety February 2013 - Present
State Street October 2003 - September 2012
State Street Corp December 1999 - October 2003
State Street May 1997 - December 1999
Skills
Microsoft SQL Server, Disaster Recovery, Databases, SQL, Troubleshooting, Database Administration, T-SQL, Requirements Gathering, Process Improvement, Requirements Analysis, Business Analysis, SQL Server, Application Support, Data Analysis, Software Documentation, Autosys, Financial Services, Performance Tuning, Relational Databases, Analysis, Citrix, Application Development, DTS, Land Administration, Applications, BMC Remedy
Education
University of Massachusetts Boston
BA, Political Science
Clark University
Certificate, Microsoft Certification
Boston College High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Marriott International October 2014 - Present
LabCorp Clinical Trials November 2013 - September 2014
Wisconsin Department of Transportation March 2012 - October 2013
Missouri Department of Conservation July 2011 - February 2012
State Street January 2011 - June 2011
Prospect Infosys Inc. January 2010 - December 2010
Clemson University January 2008 - December 2009
Vignan Institute of Technology and Science January 2007 - December 2007
Skills
Java, SOA, J2EE Web Services, Apache Camel, Spring Framework, WebSphere, Agile Methodologies, Oracle, jQuery UI, SolidWorks, AutoCAD, Finite Element Analysis
Education
Clemson University 2007 — 2009
Master of Science, Mechanical Engineering
Jawaharlal Nehru Technological University 2003 — 2007
B.Tech, Mechanical Engineering
Acadian Asset Management June 2006 - Present
Brown Brothers Harriman March 2005 - May 2006
Brown Brothers Harriman July 2004 - February 2005
State Street June 2002 - June 2004
State Street June 2001 - June 2002
Education
Colby-Sawyer College 1996 — 2000
B.A., Exercise and Sports Sciences with a concentration in Sports Management and a Minor in Business
Pinkerton Academy 1990 — 2000
Iconics September 2004 - Present
State Street September 1997 - September 2003
Roadrunner Records 1999 - 2003
Skills
Photoshop, InDesign, Illustrator, Web Design, Multimedia, HTML, After Effects, JavaScript, Adobe Acrobat, Windows, User Interface Design, User Experience, Dreamweaver, CSS, Video Production, Video Editing, Premiere, Adobe Fireworks, PC building, Project Management, User Interface, Graphic Design, Layout
Education
Clark University 2003 — 2004
Master Certificate, Multimedia and Web Design
Maintech June 2012 - Present
State Street August 2011 - May 2012
State Street June 2000 - August 2011
Skills
BMC Remedy, Autosys, Incident Management, HP NonStop, Dec, Outlook, Putty, Technical Support
Education
Clark University 1998 — 1999
Certificate, Computer Graphics and Web Design
Bradford College 1991 — 1995
BA, Visual Arts
Wipro Technologies January 2007 - Present
Putnam Investments 2010 - 2010
State Street 2007 - 2009
Infinite Computer Solutions July 2006 - December 2006
HP June 2005 - June 2006
Skills
Java Enterprise Edition, PL/SQL, SDLC, Requirements Analysis
Education
Coimbatore Institute of Technology 2001 — 2004
Bachelor of Science (B.Sc.), Computer Technology
ING Americas 2008 - January 2011
CitiStreet 2000 - 2008
State Street 1993 - 2000
Skills
Analysis, Software Documentation, Testing, Visio, Windows, Unix
Education
Blue Hill TI
Degree, Data Processing and Computer Programming
Clark University
Certificate, Client/Server Programming & Web Development
State Street October 2012 - Present
Resources Global Professionals October 2011 - Present
BNY Mellon September 2008 - April 2011
JOHN HANCOCK FINANCIAL SERVICES September 2005 - September 2008
PFPC GLOBAL FUND SERVICES January 1998 - January 2005
Mutual Fund Administration January 1998 - January 2000
CHASE GLOBAL FUNDS SERVICES CO January 1996 - January 1998
FIRST DATA CORP January 1993 - January 1996
Skills
Financial Reporting, Auditing, Leadership, Mergers & Acquisitions, Process Improvement, Portfolio Management, Budgets, Valuation, Fund Accounting, Account Reconciliation, Start-ups, Mutual Funds, Financial Analysis, Analysis, Trading, Accounting, Fund Administration
Education
Colby College 1986 — 1990
B.A, Administrative Science
State Street May 2015 - Present
ELA, LLC January 2012 - Present
State Street September 2014 - April 2015
State Street Bank January 2013 - September 2014
State Street Bank August 2012 - December 2012
Brown Brothers Harriman August 2008 - January 2012
Investment Technology Group, Inc. 2005 - 2008
DST Global Solutions 2000 - 2005
Skills
Microsoft Office, PowerPoint, Microsoft SQL Server, MS Project, Data Warehousing, Data Analysis, Databases, Oracle SQL, Software Installation, Software Project..., End User Training, User Interface Design, SDLC, Software Development, Agile Methodologies, Management, Business Analysis, Project Management, Mutual Funds, Trading Systems, Trade Compliance, Fund Accounting, Fund Administration, Financial Services, Equities, Requirements Analysis, Cloud Computing, Requirements Gathering, Visio, Vendor Management, Back Office, Business Requirements, Trading, Market Data, Risk Management, Software Implementation, Vendor Relationship...
Education
Bridgewater State University
Bachelor of Science in Business Administration
Clark University
Microsoft Certified Systems Engineer Program, Microsoft networking
State Street May 2014 - Present
State Street June 2007 - July 2009
Cleveland Council on World Affairs June 2005 - September 2005
Skills
Performance Attribution, Attribution, Bloomberg, Fund Accounting, MS Excel, Team Player, Strong Problem Solving..., Strong Fundamentals in..., Pension fund investment..., Microsoft Excel, Investments, Finance, Analysis, Valuation, Accounting, Financial Reporting, Performance Measurement, Portfolio Management, Equities
Education
Cleveland State University 2003 — 2005
MBA, Finance, 3.28
University of Mumbai 2000 — 2002
Bachelor of Commerce (B.Com.), Financial Accounting and Auditing
University of Mumbai 1997 — 2000
B.Com, Financial Accounting and Auditing
M P Birla Foundation HS School
U.S. Department of Justice June 2015 - August 2015
State Street January 2014 - August 2014
Commonwealth of Massachusetts November 2013 - December 2013
Windy River Group April 2013 - May 2013
Dream Local Digital January 2012 - May 2012
Student Athlete Advisory Committee June 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Social Media Outreach, Fund Accounting, Fixed Income, Bond Pricing, Microsoft Word, ETFs, Fixed Income Strategies, Performance Benchmarking, Bloomberg Terminal, Legal Research, Legal Writing
Education
Cornell Law School 2015 — 2017
Juris Doctor (J.D.)
Suffolk University Law School 2014 — 2015
Juris Doctor (J.D.)
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
Colby College 2008 — 2012
Bachelor of Arts (B.A.)
Saint John's Preparatory School 2004 — 2008
High School Diploma
State Street July 2001 - August 2009
Skills
Investments, Finance, Retirement Planning, Retirement
Education
Clark University 1985 — 1988
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts, Amherst
Master's degree, Counselor Education/School Counseling and Guidance Services
Reverse Mortgage Investment Trust Inc. November 2014 - Present
Aberdeen Asset Management April 2011 - June 2014
Aberdeen Asset Management June 2008 - April 2011
Aberdeen Asset Management June 2007 - June 2008
State Street January 2007 - June 2007
State Street October 2005 - January 2007
Skills
Bloomberg, Fixed Income, Investments, Portfolio Management, Trading, Hedge Funds, Asset Management, Mutual Funds, Bonds
Education
Clark University 2001 — 2005
Bachelor of Arts (B.A.), Economics