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
Employee
Years
Job
Industry
Chelsea Burns Chelsea Burns's State Street Experience February 2010 - December 2011
Job Assistant Controller of Maialino Restaurant & Marta Restaurant
Industry Accounting
Experience
Maialino Restaurant & Marta Restaurant October 2014 - Present
Maialino Restaurant July 2013 - May 2014
Maialino Restaurant December 2011 - June 2013
State Street February 2010 - December 2011
CSN Stores August 2009 - February 2010
Lineage Restaurant June 2009 - February 2010
The Hartford June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Data Analysis, Microsoft Office, Accounting, Budgets, Cash Management, Customer Service, Analysis, Payroll
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Clinton High School 2001 — 2005
Maialino Restaurant & Marta Restaurant October 2014 - Present
Maialino Restaurant July 2013 - May 2014
Maialino Restaurant December 2011 - June 2013
State Street February 2010 - December 2011
CSN Stores August 2009 - February 2010
Lineage Restaurant June 2009 - February 2010
The Hartford June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Data Analysis, Microsoft Office, Accounting, Budgets, Cash Management, Customer Service, Analysis, Payroll
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Clinton High School 2001 — 2005
Carissa Prosnitz Carissa Prosnitz's State Street Experience March 2015 - Present
Job Legal Contractor at State Street
Industry Law Practice
Experience
State Street March 2015 - Present
State Street December 2013 - October 2014
Division of Health Professions Licensure December 2012 - May 2013
Department of Labor, Office of Occupational Safety and Health Administration January 2012 - April 2012
Commonwealth of Massachusetts June 2010 - August 2010
Fitzhugh & Mariani LLP August 2007 - July 2009
Greater Boston Legal Services September 2006 - July 2007
Skills
Legal Research, Litigation, Trials, Appeals, Employment Law, ERISA, Torts, Legal Writing, Administrative Law, Westlaw, Lexis, Civil Procedure, Motions, Pleadings, Legal Documents
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
College of the Holy Cross 2003 — 2006
B.A., Anthropology, Women & Gender Studies, French
State Street March 2015 - Present
State Street December 2013 - October 2014
Division of Health Professions Licensure December 2012 - May 2013
Department of Labor, Office of Occupational Safety and Health Administration January 2012 - April 2012
Commonwealth of Massachusetts June 2010 - August 2010
Fitzhugh & Mariani LLP August 2007 - July 2009
Greater Boston Legal Services September 2006 - July 2007
Skills
Legal Research, Litigation, Trials, Appeals, Employment Law, ERISA, Torts, Legal Writing, Administrative Law, Westlaw, Lexis, Civil Procedure, Motions, Pleadings, Legal Documents
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
College of the Holy Cross 2003 — 2006
B.A., Anthropology, Women & Gender Studies, French
Isabelle Wolfe Isabelle Wolfe's State Street Experience June 2012 - August 2012
Job Development Program Manager at Denver Housing Authority
Industry Real Estate
Experience
Denver Housing Authority August 2014 - Present
State Street Bank June 2013 - Present
The Next Step Realty February 2014 - June 2014
State Street June 2012 - August 2012
Colorado College September 2010 - 2012
Centura Health July 2011 - August 2011
Beth Israel Deaconess Medical Center June 2009 - August 2009
Skills
Securities, Microsoft Excel, Economics, Commercial Real Estate, Real Estate Financing, Mortgage Backed..., College Athletic..., EMT
Education
Colorado College 2010 — 2014
Economics
Buckingham Browne & Nichols 2007 — 2010
High School Diploma
Denver Housing Authority August 2014 - Present
State Street Bank June 2013 - Present
The Next Step Realty February 2014 - June 2014
State Street June 2012 - August 2012
Colorado College September 2010 - 2012
Centura Health July 2011 - August 2011
Beth Israel Deaconess Medical Center June 2009 - August 2009
Skills
Securities, Microsoft Excel, Economics, Commercial Real Estate, Real Estate Financing, Mortgage Backed..., College Athletic..., EMT
Education
Colorado College 2010 — 2014
Economics
Buckingham Browne & Nichols 2007 — 2010
High School Diploma
Rebecca Litwin Rebecca Litwin's State Street Experience June 2015 - Present
Job Student Analyst, Fund CoManager at Holy Cross Endowment Fund
Industry Financial Services
Experience
State Street June 2015 - Present
Holy Cross Endowment Fund September 2014 - Present
MetLife, Barnum Financial Group June 2014 - August 2014
Subway World Headquarters June 2014 - July 2014
Skills
Excellent written and..., Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media
Education
College of the Holy Cross 2011 — 2015
State Street June 2015 - Present
Holy Cross Endowment Fund September 2014 - Present
MetLife, Barnum Financial Group June 2014 - August 2014
Subway World Headquarters June 2014 - July 2014
Skills
Excellent written and..., Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media
Education
College of the Holy Cross 2011 — 2015
Dennis Muldoon Dennis Muldoon's State Street Experience June 2014 - August 2014
Job Research Assistant at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital May 2015 - Present
State Street June 2014 - August 2014
Legal Sea Foods May 2013 - August 2013
Skills
Mathematics, Organic Chemistry, Team Leadership, Microsoft Excel, Analysis, Corporate Actions, Leadership, Microsoft Word, Public Speaking
Education
College of the Holy Cross 2012 — 2016
Mathematics and Pre-Medicine, Rising Senior
Catholic Memorial High School
Brigham and Women's Hospital May 2015 - Present
State Street June 2014 - August 2014
Legal Sea Foods May 2013 - August 2013
Skills
Mathematics, Organic Chemistry, Team Leadership, Microsoft Excel, Analysis, Corporate Actions, Leadership, Microsoft Word, Public Speaking
Education
College of the Holy Cross 2012 — 2016
Mathematics and Pre-Medicine, Rising Senior
Catholic Memorial High School
Guru Prasaad Guru Prasaad's State Street Experience July 2015 - Present
Job Jasper Reports Specialist at WIPRO
Industry Information Technology and Services
Experience
State Street July 2015 - Present
Skills
Jasper Reports, Core Java, Java Enterprise Edition, PL/SQL, JDBC, Servlets, POI, Tomcat, DMS, Requirements Gathering, PLM Tools, Unix Shell Scripting, Unix, PDM, DxDesigner, JavaScript, Java, Oracle, Jasper, xDM, Mentor Graphics
Education
College of Engineering, Guindy 2005 — 2009
Engineer's Degree, Geo Informatics, Distinction
Prince Matriculation Hr. Sec. School 1995 — 2005
Higher Secondary Course, Mathematics and Computer Science, Distinction
State Street July 2015 - Present
Skills
Jasper Reports, Core Java, Java Enterprise Edition, PL/SQL, JDBC, Servlets, POI, Tomcat, DMS, Requirements Gathering, PLM Tools, Unix Shell Scripting, Unix, PDM, DxDesigner, JavaScript, Java, Oracle, Jasper, xDM, Mentor Graphics
Education
College of Engineering, Guindy 2005 — 2009
Engineer's Degree, Geo Informatics, Distinction
Prince Matriculation Hr. Sec. School 1995 — 2005
Higher Secondary Course, Mathematics and Computer Science, Distinction
Jordan Ratliff Jordan Ratliff's State Street Experience January 2015 - Present
Job Administrative Assistant to Head of SPDR ETF Institutional Sales and Capital Markets
Industry Financial Services
Experience
State Street January 2015 - Present
Memorial Sloan-Kettering Cancer Center August 2011 - January 2015
Union Landing Restaurant May 2002 - August 2014
Brielle Elementary School November 2008 - August 2011
College of Charleston Administration Office September 2005 - December 2007
Skills
Teaching, Process Scheduler, Event Planning, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Photoshop, Teamwork, Management, Social Media, Leadership, Marketing, Social Networking
Education
College of Charleston 2004 — 2008
BS, Elementary Education
State Street January 2015 - Present
Memorial Sloan-Kettering Cancer Center August 2011 - January 2015
Union Landing Restaurant May 2002 - August 2014
Brielle Elementary School November 2008 - August 2011
College of Charleston Administration Office September 2005 - December 2007
Skills
Teaching, Process Scheduler, Event Planning, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Photoshop, Teamwork, Management, Social Media, Leadership, Marketing, Social Networking
Education
College of Charleston 2004 — 2008
BS, Elementary Education
Martin Cunniffe Martin Cunniffe's State Street Experience June 2011 - October 2012
Job Advisor at Booster LLC
Industry Fund-Raising
Experience
Booster LLC August 2015 - Present
Catholic Memorial High School March 2012 - Present
Looking for an exciting new job opportunity in Sales/Marketing/Operations/Managing September 2014 - August 2015
Comella's Restaurants November 2013 - September 2014
State Street June 2011 - October 2012
State Street October 2007 - June 2011
Skills
Event Planning, Spanish, Digital Media, Coaching, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Entertainment, Fundraising, Public Speaking, Social Networking, Research, Customer Service, Facebook, Social Media Marketing, Community Outreach, Sports, Event Management, Marketing
Education
College of the Holy Cross 2003 — 2007
Bachelor's degree, Sociology
Booster LLC August 2015 - Present
Catholic Memorial High School March 2012 - Present
Looking for an exciting new job opportunity in Sales/Marketing/Operations/Managing September 2014 - August 2015
Comella's Restaurants November 2013 - September 2014
State Street June 2011 - October 2012
State Street October 2007 - June 2011
Skills
Event Planning, Spanish, Digital Media, Coaching, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Entertainment, Fundraising, Public Speaking, Social Networking, Research, Customer Service, Facebook, Social Media Marketing, Community Outreach, Sports, Event Management, Marketing
Education
College of the Holy Cross 2003 — 2007
Bachelor's degree, Sociology
Dan Seip Dan Seip's State Street Experience November 2009 - Present
Job Portfolio Administrator, Assistant Director at State Street
Industry Financial Services
Experience
State Street November 2009 - Present
Skills
Equities, Valuation, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Fixed Income, Mutual Funds, Customer Service, Forecasting, Securities, Financial Accounting, Asset Allocation, Investment Management, Fund Accounting, Portfolio Management, Global Custody, Fund Administration
Education
College of the Holy Cross 2005 — 2009
Bachelor's degree, Economics
State Street November 2009 - Present
Skills
Equities, Valuation, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Fixed Income, Mutual Funds, Customer Service, Forecasting, Securities, Financial Accounting, Asset Allocation, Investment Management, Fund Accounting, Portfolio Management, Global Custody, Fund Administration
Education
College of the Holy Cross 2005 — 2009
Bachelor's degree, Economics
Nicole Watches's State Street Experience June 2015 - Present
Job Managing Director of the Dean's Student Forum
Industry
Experience
State Street June 2015 - Present
Dean's Student Forum June 2014 - Present
Crate & Barrel May 2013 - January 2015
Oak Steakhouse May 2014 - October 2014
Dean Student Forum August 2013 - May 2014
Rustic Kitchen May 2013 - October 2013
Lawson Family August 2010 - August 2012
Black Cat Farm August 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Time Management, Social Networking
Education
College of Charleston 2012 — 2016
Business Administration/ Accounting
Notre Dame Academy 2008 — 2012
State Street June 2015 - Present
Dean's Student Forum June 2014 - Present
Crate & Barrel May 2013 - January 2015
Oak Steakhouse May 2014 - October 2014
Dean Student Forum August 2013 - May 2014
Rustic Kitchen May 2013 - October 2013
Lawson Family August 2010 - August 2012
Black Cat Farm August 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Time Management, Social Networking
Education
College of Charleston 2012 — 2016
Business Administration/ Accounting
Notre Dame Academy 2008 — 2012
Patrick Sleight Patrick Sleight's State Street Experience June 2015 - Present
Job
Industry Financial Services
Experience
State Street June 2015 - Present
Holy Cross Investment Office September 2014 - December 2014
State Street June 2014 - August 2014
Wild Harbor Yacht Club 2011 - 2013
Megansett Yacht Club June 2011 - August 2011
Skills
Research, Teaching, English, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Coaching, Critical Thinking, Economics, Financial Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (BA), Economics
Westwood High School 2007 — 2011
Economics
State Street June 2015 - Present
Holy Cross Investment Office September 2014 - December 2014
State Street June 2014 - August 2014
Wild Harbor Yacht Club 2011 - 2013
Megansett Yacht Club June 2011 - August 2011
Skills
Research, Teaching, English, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Coaching, Critical Thinking, Economics, Financial Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (BA), Economics
Westwood High School 2007 — 2011
Economics
Lisa C. Show's State Street Experience August 2013 - Present
Job VP Business Continuity & Risk Manager for North America State Street Global Advisors
Industry Financial Services
Experience
State Street August 2013 - Present
State Street Corporation August 2005 - August 2013
State Street January 2003 - January 2005
State Street Bank January 1998 - January 2003
Skills
Project Management, Team Building, Vendor Management, Business Continuity, Risk Management, Financial Services, Incident Management, Event Planning, Plannning, Customer Relationship..., Skills / Application..., Problem Analysis and..., Incident Management..., Report Preparation and..., Event Simulation..., Strong Written and..., Client Relationship..., Training, Change Management, SDLC, CRM, Business Analysis, Business Continuity..., Budgets, Employee Relations, Process Improvement, Program Management, Analysis, ITIL, Project Portfolio..., Data Analysis, Fund Accounting, Visio, Software Documentation, Disaster Recovery, Operational Risk..., Security, Governance, Project Planning, Risk Assessment, Requirements Gathering, PeopleSoft, Business Process..., Auditing, Banking, Management, PMP, Access, Data Center, IT Management
Education
College of Charleston 1995 — 1998
University of Massachusetts 1994 — 1995
Liberal Arts
Emanuel College 1993 — 1994
State Street August 2013 - Present
State Street Corporation August 2005 - August 2013
State Street January 2003 - January 2005
State Street Bank January 1998 - January 2003
Skills
Project Management, Team Building, Vendor Management, Business Continuity, Risk Management, Financial Services, Incident Management, Event Planning, Plannning, Customer Relationship..., Skills / Application..., Problem Analysis and..., Incident Management..., Report Preparation and..., Event Simulation..., Strong Written and..., Client Relationship..., Training, Change Management, SDLC, CRM, Business Analysis, Business Continuity..., Budgets, Employee Relations, Process Improvement, Program Management, Analysis, ITIL, Project Portfolio..., Data Analysis, Fund Accounting, Visio, Software Documentation, Disaster Recovery, Operational Risk..., Security, Governance, Project Planning, Risk Assessment, Requirements Gathering, PeopleSoft, Business Process..., Auditing, Banking, Management, PMP, Access, Data Center, IT Management
Education
College of Charleston 1995 — 1998
University of Massachusetts 1994 — 1995
Liberal Arts
Emanuel College 1993 — 1994
Matthew Durney Matthew Durney's State Street Experience October 2010 - May 2011
Job Contract Attorney at Compliance Discovery Solutions
Industry Legal Services
Experience
Compliance Discovery Solutions May 2014 - Present
Google via Adecco Group July 2013 - April 2014
Epiq Systems May 2013 - July 2013
Update Legal October 2012 - April 2013
State Street October 2010 - May 2011
Jeruchim & Davenport LLP April 2010 - October 2010
State Street Bank October 2007 - August 2008
State Street Bank January 2007 - October 2007
State Street Bank March 2006 - January 2007
Cornell and Gollub May 2004 - August 2004
Skills
Microsoft Excel, Research, Access, Pricing, Mutual Funds, Securities, Fixed Income, Bloomberg, Equities, Investments, Asset Managment, Alternative Investments, Financial Services, Relativity, recommind, Legal Discovery, Electronic Discovery, Litigation, Legal Writing, Risk Management, Financial Analysis, Legal Research
Education
Suffolk Law School 2008 — 2011
J.D., Law
College of the Holy Cross 2001 — 2005
B.A., History
Bergen Catholic
Compliance Discovery Solutions May 2014 - Present
Google via Adecco Group July 2013 - April 2014
Epiq Systems May 2013 - July 2013
Update Legal October 2012 - April 2013
State Street October 2010 - May 2011
Jeruchim & Davenport LLP April 2010 - October 2010
State Street Bank October 2007 - August 2008
State Street Bank January 2007 - October 2007
State Street Bank March 2006 - January 2007
Cornell and Gollub May 2004 - August 2004
Skills
Microsoft Excel, Research, Access, Pricing, Mutual Funds, Securities, Fixed Income, Bloomberg, Equities, Investments, Asset Managment, Alternative Investments, Financial Services, Relativity, recommind, Legal Discovery, Electronic Discovery, Litigation, Legal Writing, Risk Management, Financial Analysis, Legal Research
Education
Suffolk Law School 2008 — 2011
J.D., Law
College of the Holy Cross 2001 — 2005
B.A., History
Bergen Catholic
Hilary Gardner, PHR, CSP, M.A.'s State Street Experience June 2005 - August 2006
Job Learning and Development Manager at The Davis Companies
Industry Staffing and Recruiting
Experience
The Davis Companies January 2015 - Present
The Davis Companies May 2013 - Present
The Davis Companies September 2006 - May 2013
State Street June 2005 - August 2006
Kelly Services August 2001 - June 2005
Skills
Full-cycle Recruiting, Technical Recruiting, Hiring, Employee Relations, Talent Acquisition, Staffing Services, SDLC, Recruiting, Human Resources, Interviews, Negotiation, Sourcing, Employee Benefits, Teamwork
Education
Framingham State University 2007 — 2009
Master of Arts, Human Resource Management
Curry College 2006 — 2007
Master of Arts (M.A.), Criminal Justice
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), English and Sociology
Notre Dame Academy 1993 — 1997
High School Diploma
Dale Carnegie
The Davis Companies January 2015 - Present
The Davis Companies May 2013 - Present
The Davis Companies September 2006 - May 2013
State Street June 2005 - August 2006
Kelly Services August 2001 - June 2005
Skills
Full-cycle Recruiting, Technical Recruiting, Hiring, Employee Relations, Talent Acquisition, Staffing Services, SDLC, Recruiting, Human Resources, Interviews, Negotiation, Sourcing, Employee Benefits, Teamwork
Education
Framingham State University 2007 — 2009
Master of Arts, Human Resource Management
Curry College 2006 — 2007
Master of Arts (M.A.), Criminal Justice
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), English and Sociology
Notre Dame Academy 1993 — 1997
High School Diploma
Dale Carnegie
Apollon Fragkiskos Apollon Fragkiskos's State Street Experience August 2003 - October 2014
Job Director of Research at Markov Processes International (MPI)
Industry Financial Services
Experience
Markov Processes International (MPI) October 2014 - Present
State Street August 2003 - October 2014
Citibank January 2001 - August 2002
Skills
Risk Management, Portfolio Management, Trading, Analytics, Investments, Hedge Funds, Quantitative Finance, Mutual Funds, Analysis, Financial Risk, Banking, Alternative Investments, Derivatives, Fixed Income, Market Risk
Education
SYMMYS 2012 — 2012
Advanced risk and portfolio management
Columbia College (NY) 2011 — 2011
Phd In Economics course, Advanced Econometrics
New York University 2005 — 2005
MSc in FE course, Risk management
University College Dublin 2002 — 2003
MSc, Quantitative Finance
University of Athens 1993 — 1998
BSc, Physics
Markov Processes International (MPI) October 2014 - Present
State Street August 2003 - October 2014
Citibank January 2001 - August 2002
Skills
Risk Management, Portfolio Management, Trading, Analytics, Investments, Hedge Funds, Quantitative Finance, Mutual Funds, Analysis, Financial Risk, Banking, Alternative Investments, Derivatives, Fixed Income, Market Risk
Education
SYMMYS 2012 — 2012
Advanced risk and portfolio management
Columbia College (NY) 2011 — 2011
Phd In Economics course, Advanced Econometrics
New York University 2005 — 2005
MSc in FE course, Risk management
University College Dublin 2002 — 2003
MSc, Quantitative Finance
University of Athens 1993 — 1998
BSc, Physics
Ryan McGinn Ryan McGinn's State Street Experience August 2012 - April 2013
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital October 2014 - Present
Brinker Capital April 2013 - October 2014
State Street August 2012 - April 2013
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree
St. Joseph's Prep 2004 — 2008
Brinker Capital October 2014 - Present
Brinker Capital April 2013 - October 2014
State Street August 2012 - April 2013
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree
St. Joseph's Prep 2004 — 2008
Andrew Irish's State Street Experience March 2013 - September 2013
Job Grants Manager at Harvard Medical School
Industry Hospital & Health Care
Experience
Harvard Medical School March 2015 - Present
Boston Children's Hospital September 2013 - March 2015
State Street March 2013 - September 2013
Sperry Tents Inc. March 2011 - February 2013
Skills
Management, Sales, Microsoft Office, Operations Management, Research, Bloomberg, Financial Reporting, Finance, Microsoft Excel, Lean Six Sigma
Education
College for Financial Planning 2014 — 2016
Master's Degree, Personal Financial Planning
College for Financial Planning 2014 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Bachelor of Science - Business Administration, Finance
Elon University 2007 — 2008
Business Administration and Management, General
Northfield Mount Hermon School 2003 — 2007
GED
Harvard Medical School March 2015 - Present
Boston Children's Hospital September 2013 - March 2015
State Street March 2013 - September 2013
Sperry Tents Inc. March 2011 - February 2013
Skills
Management, Sales, Microsoft Office, Operations Management, Research, Bloomberg, Financial Reporting, Finance, Microsoft Excel, Lean Six Sigma
Education
College for Financial Planning 2014 — 2016
Master's Degree, Personal Financial Planning
College for Financial Planning 2014 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Bachelor of Science - Business Administration, Finance
Elon University 2007 — 2008
Business Administration and Management, General
Northfield Mount Hermon School 2003 — 2007
GED
Chris Ruggeri Chris Ruggeri's State Street Experience February 2005 - November 2007
Job Family Services Assistant at Ronald McDonald House of Durham
Industry Nonprofit Organization Management
Experience
Ronald McDonald House of Durham October 2014 - Present
Ronald McDonald House of Durham September 2014 - October 2014
Rocky Mountain MS Center September 2013 - July 2014
Rocky Mountain MS Center May 2013 - July 2014
St. Anthony North Hospital October 2012 - May 2013
American Cancer Society October 2008 - June 2012
Brown Brothers Harriman November 2007 - July 2008
State Street February 2005 - November 2007
Law Office of Joseph M. Fidler November 2002 - February 2005
Host Communications February 2002 - September 2003
Skills
Fundraising, Event Planning, Event Management, Training, Volunteer Management, Public Speaking, Program Management, Community Outreach, Hospitality, Customer Relations, Facilities Management, Volunteer Coordination, Donations, Database Management, Executive Calendar..., Committee Liaison, Team Coordination, Problem Solving, Process Improvement, Able To Multi-task, Attention To Detail, Decisiveness, Word, Excel, QuickBooks, Raiser's Edge, eTapestry, FileMaker, Team Building, Customer Service
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), English
Ronald McDonald House of Durham October 2014 - Present
Ronald McDonald House of Durham September 2014 - October 2014
Rocky Mountain MS Center September 2013 - July 2014
Rocky Mountain MS Center May 2013 - July 2014
St. Anthony North Hospital October 2012 - May 2013
American Cancer Society October 2008 - June 2012
Brown Brothers Harriman November 2007 - July 2008
State Street February 2005 - November 2007
Law Office of Joseph M. Fidler November 2002 - February 2005
Host Communications February 2002 - September 2003
Skills
Fundraising, Event Planning, Event Management, Training, Volunteer Management, Public Speaking, Program Management, Community Outreach, Hospitality, Customer Relations, Facilities Management, Volunteer Coordination, Donations, Database Management, Executive Calendar..., Committee Liaison, Team Coordination, Problem Solving, Process Improvement, Able To Multi-task, Attention To Detail, Decisiveness, Word, Excel, QuickBooks, Raiser's Edge, eTapestry, FileMaker, Team Building, Customer Service
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), English
Jessica Signor's State Street Experience June 2008 - August 2008
Job Law Clerk
Industry Law Practice
Experience
Court September 2014 - Present
United States Bankruptcy Court January 2014 - May 2014
The Hartford September 2013 - November 2013
Eaton Vance May 2013 - August 2013
Office of Gov. Dannel Malloy January 2013 - May 2013
Connecticut Judicial Branch May 2012 - August 2012
State Street Bank July 2009 - September 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Education
The University of Connecticut School of Law 2011 — 2014
J.D.
College of the Holy Cross 2005 — 2009
BA
Court September 2014 - Present
United States Bankruptcy Court January 2014 - May 2014
The Hartford September 2013 - November 2013
Eaton Vance May 2013 - August 2013
Office of Gov. Dannel Malloy January 2013 - May 2013
Connecticut Judicial Branch May 2012 - August 2012
State Street Bank July 2009 - September 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Education
The University of Connecticut School of Law 2011 — 2014
J.D.
College of the Holy Cross 2005 — 2009
BA
Jon Rheaume Jon Rheaume's State Street Experience February 2006 - January 2010
Job Senior Business Development Manager Advera Health Analytics
Industry Information Technology and Services
Experience
Advera Health Analytics 2014 - Present
Advera Health Analytics January 2014 - October 2014
SnapKnot 2012 - December 2013
ADP 2011 - 2012
Parametric Technology Corporation January 2010 - 2011
State Street February 2006 - January 2010
Skills
Cold Calling, Sales&Marketing, Brand Strengthening, Online Advertising, Online Research, Data, Problem Solving, Presentations, Direct Sales, Salesforce.com, Solution Selling, Sales Process, Account Management, Lead Generation, CRM, B2B, Business Development, Selling, Enterprise Software, Sales, Professional Services, Social Media Marketing, Craft Beer
Education
College of the Holy Cross 2001 — 2005
BS, History
Advera Health Analytics 2014 - Present
Advera Health Analytics January 2014 - October 2014
SnapKnot 2012 - December 2013
ADP 2011 - 2012
Parametric Technology Corporation January 2010 - 2011
State Street February 2006 - January 2010
Skills
Cold Calling, Sales&Marketing, Brand Strengthening, Online Advertising, Online Research, Data, Problem Solving, Presentations, Direct Sales, Salesforce.com, Solution Selling, Sales Process, Account Management, Lead Generation, CRM, B2B, Business Development, Selling, Enterprise Software, Sales, Professional Services, Social Media Marketing, Craft Beer
Education
College of the Holy Cross 2001 — 2005
BS, History
Peter Spadoni Peter Spadoni's State Street Experience June 2011 - May 2012
Job CPA, Experienced Associate at PwC
Industry Financial Services
Experience
PwC September 2013 - Present
College of the Holy Cross September 2011 - August 2013
PwC January 2013 - March 2013
State Street June 2011 - May 2012
The National Center on Family Homelessness June 2010 - August 2010
Education
Northeastern University 2012 — 2013
Master of Science in Accounting
Northeastern University 2012 — 2013
Master of Business Administration
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
PwC September 2013 - Present
College of the Holy Cross September 2011 - August 2013
PwC January 2013 - March 2013
State Street June 2011 - May 2012
The National Center on Family Homelessness June 2010 - August 2010
Education
Northeastern University 2012 — 2013
Master of Science in Accounting
Northeastern University 2012 — 2013
Master of Business Administration
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
Nicholas DelTorto III Nicholas DelTorto III's State Street Experience October 2014 - July 2015
Job Data Intelligence Strategist at Demandware
Industry Accounting
Experience
Demandware August 2015 - Present
State Street October 2014 - July 2015
State Street February 2013 - September 2014
State Street June 2011 - January 2013
Town of Falmouth June 2006 - August 2010
Wisconsin Coach Lines June 2010 - July 2010
Skills
Accounting, Mutual Funds, Fund Accounting, Visual Basic, KPI Dashboards, Python, Budgets, Bloomberg, Bloomberg Terminal
Education
College of the Holy Cross 2007 — 2011
BS, Economics-Accounting
Brookfield Academy
Demandware August 2015 - Present
State Street October 2014 - July 2015
State Street February 2013 - September 2014
State Street June 2011 - January 2013
Town of Falmouth June 2006 - August 2010
Wisconsin Coach Lines June 2010 - July 2010
Skills
Accounting, Mutual Funds, Fund Accounting, Visual Basic, KPI Dashboards, Python, Budgets, Bloomberg, Bloomberg Terminal
Education
College of the Holy Cross 2007 — 2011
BS, Economics-Accounting
Brookfield Academy
William Metzger William Metzger's State Street Experience June 1998 - September 1999
Job Director of Finance at WePay
Industry Accounting
Experience
WePay February 2014 - Present
Jump Associates June 2011 - February 2014
William Metzger Consulting December 2006 - June 2011
Homestead Technologies June 2000 - December 2006
Zona Research, Inc. October 1999 - June 2000
State Street June 1998 - September 1999
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, GAAP, General Ledger, Budgets, Account Reconciliation, Auditing, Variance Analysis, Process Improvement, Cash Flow, Accounts Receivable, Corporate Finance, Payroll, Strategic Planning, Financial Statements, Finance, Due Diligence, Fixed Assets, Cost Accounting, QuickBooks, Analysis
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics, Music
Suffield Academy 1992 — 1994
College/University Preparatory and Advanced High School/Secondary Diploma Program
Minnechaug Regional 1990 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
WePay February 2014 - Present
Jump Associates June 2011 - February 2014
William Metzger Consulting December 2006 - June 2011
Homestead Technologies June 2000 - December 2006
Zona Research, Inc. October 1999 - June 2000
State Street June 1998 - September 1999
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, GAAP, General Ledger, Budgets, Account Reconciliation, Auditing, Variance Analysis, Process Improvement, Cash Flow, Accounts Receivable, Corporate Finance, Payroll, Strategic Planning, Financial Statements, Finance, Due Diligence, Fixed Assets, Cost Accounting, QuickBooks, Analysis
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics, Music
Suffield Academy 1992 — 1994
College/University Preparatory and Advanced High School/Secondary Diploma Program
Minnechaug Regional 1990 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
Mark Estrada Mark Estrada's State Street Experience March 2015 - Present
Job Workforce Development/Talent Acquisition
Industry Financial Services
Experience
State Street March 2015 - Present
Year Up April 2012 - March 2015
Beth Israel Deaconess Medical Center October 2007 - October 2010
Morgan Memorial Goodwill Industries July 2005 - August 2007
Morgan Memorial Goodwill Industries July 2002 - August 2005
Skills
Crystal Reports, Workforce Development, Coaching, Career Development..., College Education..., Workshop Facilitation, Employer Engagement, Grant Administration, Grant Writing, Database Administration, Career Path Planning, Training Delivery, Community Outreach, Resume Writing, Networking, Program Management, Program Development, Program Evaluation, Job Search Coach, Career Counseling, Grants, Fundraising, Youth Development, Career Development, Job Coaching, Nonprofits, Training, Conflict Resolution, Adult Education, Staff Development, Volunteer Management, Social Services, Job Search Strategies, Human Resources, Public Speaking, Customer Service
Education
College of the Holy Cross
BA, Sociology
State Street March 2015 - Present
Year Up April 2012 - March 2015
Beth Israel Deaconess Medical Center October 2007 - October 2010
Morgan Memorial Goodwill Industries July 2005 - August 2007
Morgan Memorial Goodwill Industries July 2002 - August 2005
Skills
Crystal Reports, Workforce Development, Coaching, Career Development..., College Education..., Workshop Facilitation, Employer Engagement, Grant Administration, Grant Writing, Database Administration, Career Path Planning, Training Delivery, Community Outreach, Resume Writing, Networking, Program Management, Program Development, Program Evaluation, Job Search Coach, Career Counseling, Grants, Fundraising, Youth Development, Career Development, Job Coaching, Nonprofits, Training, Conflict Resolution, Adult Education, Staff Development, Volunteer Management, Social Services, Job Search Strategies, Human Resources, Public Speaking, Customer Service
Education
College of the Holy Cross
BA, Sociology
Will Haydock's State Street Experience December 2010 - August 2012
Job Business Analyst at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente December 2014 - Present
GeoVera Holdings, Inc. May 2014 - December 2014
Logic20/20, Inc. August 2012 - May 2014
State Street December 2010 - August 2012
Charles River Development June 2008 - August 2009
Skills
Access, Environmental Awareness, ArcGIS, Data Analysis, Analysis, PowerPoint, Microsoft Excel, Research, Statistics, Financial Analysis, Databases, Business Analysis, Project Management, Start-ups, Strength Training, Business Process, SharePoint, Visio, Consulting, Requirements Gathering, Technical Writing, SQL, Software Documentation
Education
Colgate University 2005 — 2009
BA, Geography
Kaiser Permanente December 2014 - Present
GeoVera Holdings, Inc. May 2014 - December 2014
Logic20/20, Inc. August 2012 - May 2014
State Street December 2010 - August 2012
Charles River Development June 2008 - August 2009
Skills
Access, Environmental Awareness, ArcGIS, Data Analysis, Analysis, PowerPoint, Microsoft Excel, Research, Statistics, Financial Analysis, Databases, Business Analysis, Project Management, Start-ups, Strength Training, Business Process, SharePoint, Visio, Consulting, Requirements Gathering, Technical Writing, SQL, Software Documentation
Education
Colgate University 2005 — 2009
BA, Geography
Barrett Holden Barrett Holden's State Street Experience June 2014 - Present
Job Bank Loan Specialist at State Street Corporation
Industry Investment Management
Experience
State Street June 2014 - Present
College of the Holy Cross September 2010 - May 2014
Holy Cross Athletics Media Relations August 2013 - February 2014
Pawtucket Red Sox May 2013 - September 2013
Automatic Machine Products Co. May 2011 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, adobe indesign, Research
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
National University of Ireland, Galway 2012 — 2013
North Attleboro High School 2006 — 2010
State Street June 2014 - Present
College of the Holy Cross September 2010 - May 2014
Holy Cross Athletics Media Relations August 2013 - February 2014
Pawtucket Red Sox May 2013 - September 2013
Automatic Machine Products Co. May 2011 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, adobe indesign, Research
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
National University of Ireland, Galway 2012 — 2013
North Attleboro High School 2006 — 2010
Ryan Plunkett's State Street Experience July 2011 - January 2012
Job Senior Product Expert at HubSpot
Industry Marketing and Advertising
Experience
HubSpot April 2015 - September 2015
HubSpot April 2014 - March 2015
HubSpot June 2013 - March 2014
HubSpot October 2012 - May 2013
Vermont International Academy June 2012 - October 2012
State Street July 2011 - January 2012
State Street November 2010 - June 2011
Skills
Social Media, PowerPoint, Research, Microsoft Excel, Advertising, Public Relations, Editing, Social Media Marketing, Facebook, WordPress, Online Marketing, Salesforce.com, Social Networking, Email Marketing
Education
College of the Holy Cross 2006 — 2010
BA, History
Masconomet Regional High School 2002 — 2006
HubSpot April 2015 - September 2015
HubSpot April 2014 - March 2015
HubSpot June 2013 - March 2014
HubSpot October 2012 - May 2013
Vermont International Academy June 2012 - October 2012
State Street July 2011 - January 2012
State Street November 2010 - June 2011
Skills
Social Media, PowerPoint, Research, Microsoft Excel, Advertising, Public Relations, Editing, Social Media Marketing, Facebook, WordPress, Online Marketing, Salesforce.com, Social Networking, Email Marketing
Education
College of the Holy Cross 2006 — 2010
BA, History
Masconomet Regional High School 2002 — 2006
Spenser Harvey's State Street Experience June 2012 - May 2013
Job Northeastern University MSA/MBA Class of 2014
Industry Accounting
Experience
Graduate School of Professional Accounting, Northeastern University May 2013 - Present
State Street June 2012 - May 2013
The House of Findings August 2012 - October 2012
Romney for President January 2012 - May 2012
College of the Holy Cross August 2008 - May 2012
State Street Corporation June 2011 - August 2011
Sperry Topsiders May 2010 - May 2011
Kansas State Senate May 2010 - August 2010
Stonecreek Properties May 2009 - August 2009
Art Reach Educational Theatre May 2007 - August 2007
Skills
Problem Solving, Attention To Detail, Able To Multi-task, Advanced Excel, Microsoft Office, Adaptive, Social Media, Research, PowerPoint, Marketing, Data Analysis, Sales, Management, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Leadership
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts Degree, Philosophy and Physics
Fenwick High School 2004 — 2008
Graduate School of Professional Accounting, Northeastern University May 2013 - Present
State Street June 2012 - May 2013
The House of Findings August 2012 - October 2012
Romney for President January 2012 - May 2012
College of the Holy Cross August 2008 - May 2012
State Street Corporation June 2011 - August 2011
Sperry Topsiders May 2010 - May 2011
Kansas State Senate May 2010 - August 2010
Stonecreek Properties May 2009 - August 2009
Art Reach Educational Theatre May 2007 - August 2007
Skills
Problem Solving, Attention To Detail, Able To Multi-task, Advanced Excel, Microsoft Office, Adaptive, Social Media, Research, PowerPoint, Marketing, Data Analysis, Sales, Management, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Leadership
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts Degree, Philosophy and Physics
Fenwick High School 2004 — 2008
Steve Tomei Steve Tomei's State Street Experience July 2012 - August 2015
Job Email Security Specialist
Industry Information Technology and Services
Experience
JLL September 2015 - Present
State Street July 2012 - August 2015
Sentinel Technologies June 2009 - July 2012
Jones Lang LaSalle March 2008 - December 2008
Great Lakes Navy Base September 2002 - March 2008
Skills
Microsoft Exchange, Networking, System Administration, Ironport, Servers, Help Desk Support, Technical Support, Active Directory, Disaster Recovery, Management, Troubleshooting, Windows, Windows Server
Education
College of Lake County 1992 — 2004
Information Technology
JLL September 2015 - Present
State Street July 2012 - August 2015
Sentinel Technologies June 2009 - July 2012
Jones Lang LaSalle March 2008 - December 2008
Great Lakes Navy Base September 2002 - March 2008
Skills
Microsoft Exchange, Networking, System Administration, Ironport, Servers, Help Desk Support, Technical Support, Active Directory, Disaster Recovery, Management, Troubleshooting, Windows, Windows Server
Education
College of Lake County 1992 — 2004
Information Technology
Samuel Juliano Samuel Juliano's State Street Experience April 2015 - Present
Job Fund Administrator, Associate II at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street October 2014 - April 2015
South Shore Savings Bank June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, English, Windows, Event Planning, Data Analysis, Outlook, Equities, Financial Statements
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
State Street April 2015 - Present
State Street October 2014 - April 2015
South Shore Savings Bank June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, English, Windows, Event Planning, Data Analysis, Outlook, Equities, Financial Statements
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Alexander Senatore Alexander Senatore's State Street Experience April 2015 - Present
Job Senior Auditor, Officer at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street November 2013 - April 2015
State Street June 2011 - November 2013
TX Investment Consulting Co. June 2010 - August 2010
NeWorld Education June 2010 - August 2010
Commonwealth of Massachusetts Attorney General's Office June 2009 - August 2009
Pyramis Global Advisors June 2008 - August 2008
Skills
Economics, Mandarin, Microsoft Office, Internal Controls
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics/Chinese
Beijing Institute of Education 2010 — 2010
Chinese
State Street April 2015 - Present
State Street November 2013 - April 2015
State Street June 2011 - November 2013
TX Investment Consulting Co. June 2010 - August 2010
NeWorld Education June 2010 - August 2010
Commonwealth of Massachusetts Attorney General's Office June 2009 - August 2009
Pyramis Global Advisors June 2008 - August 2008
Skills
Economics, Mandarin, Microsoft Office, Internal Controls
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics/Chinese
Beijing Institute of Education 2010 — 2010
Chinese
Lindsey O'Neil's State Street Experience InternState StreetJune 2015 - Present
Job Intern at State Street Global Advisors
Industry
Experience
State Street InternState StreetJune 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Public Speaking, Leadership, Customer Service, Time Management
Education
College of the Holy Cross 2013 — 2016
Thayer Academy 2009 — 2012
State Street InternState StreetJune 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Teamwork, Public Speaking, Leadership, Customer Service, Time Management
Education
College of the Holy Cross 2013 — 2016
Thayer Academy 2009 — 2012
Michael Colangelo Michael Colangelo's State Street Experience August 2006 - August 2007
Job Assistant Director Sports Business Institute, Managing Editor at The Fields of Green
Industry Sports
Experience
Fields of Green September 2014 - Present
University of Southern California Sports Business Institute August 2013 - Present
Fields of Green March 2014 - September 2014
Disney Interactive June 2012 - August 2012
Bloomberg August 2009 - July 2011
Bloomberg October 2008 - July 2009
Bloomberg September 2007 - September 2008
State Street August 2006 - August 2007
New England Patriots January 2006 - May 2006
Skills
Strategy, Social Media, Analysis, Social Networking, Microsoft Excel, Marketing, Sales, Microsoft Office, Bloomberg, Customer Service, Market Research, Facebook, Fixed Income, Marketing Strategy, Business Planning, Business Development, Competitive Analysis, PowerPoint, Digital Media, Budgets, Leadership, Bloomberg Terminal, Product Development, Data Analysis, Event Planning, Portfolio Management, Social Media Marketing, Investments, Financial Analysis, Financial Modeling, Account Management, Excel, Twitter, Business Strategy, Project Management, Consulting, Sports Marketing, Sports Writing, Sports Management, Digital Distribution, New Business Development, Social Media Consulting, Sports Media
Education
USC Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
B.A Political Science
Burlington High School 1999 — 2002
Fields of Green September 2014 - Present
University of Southern California Sports Business Institute August 2013 - Present
Fields of Green March 2014 - September 2014
Disney Interactive June 2012 - August 2012
Bloomberg August 2009 - July 2011
Bloomberg October 2008 - July 2009
Bloomberg September 2007 - September 2008
State Street August 2006 - August 2007
New England Patriots January 2006 - May 2006
Skills
Strategy, Social Media, Analysis, Social Networking, Microsoft Excel, Marketing, Sales, Microsoft Office, Bloomberg, Customer Service, Market Research, Facebook, Fixed Income, Marketing Strategy, Business Planning, Business Development, Competitive Analysis, PowerPoint, Digital Media, Budgets, Leadership, Bloomberg Terminal, Product Development, Data Analysis, Event Planning, Portfolio Management, Social Media Marketing, Investments, Financial Analysis, Financial Modeling, Account Management, Excel, Twitter, Business Strategy, Project Management, Consulting, Sports Marketing, Sports Writing, Sports Management, Digital Distribution, New Business Development, Social Media Consulting, Sports Media
Education
USC Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
B.A Political Science
Burlington High School 1999 — 2002
Daniel Matz Daniel Matz's State Street Experience May 2011 - December 2012
Job Clinical Administrative Support Specialist at DanaFarber Cancer Institute
Industry Education Management
Experience
Dana-Farber Cancer Institute August 2014 - Present
Beacon Academy May 2013 - August 2013
State Street May 2011 - December 2012
State Street June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, English, Editing, Community Outreach, Data Analysis, Facebook, Leadership
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
Natick High School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Dana-Farber Cancer Institute August 2014 - Present
Beacon Academy May 2013 - August 2013
State Street May 2011 - December 2012
State Street June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, English, Editing, Community Outreach, Data Analysis, Facebook, Leadership
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
Natick High School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Thomas Fulford's State Street Experience January 2008 - August 2009
Job Attorney
Industry Law Practice
Experience
Hayes, Messina, Gilman & Hayes, LLC May 2013 - Present
Bonner Kiernan Trebach & Crociata, LLP April 2011 - April 2013
MBTA Law Department May 2011 - August 2011
AyerHoffman, LLP May 2010 - August 2010
State Street January 2008 - August 2009
Beacon Investments March 2003 - August 2004
Jazz/Funk Drummer September 2003 - September 2003
Skills
Litigation, Intellectual Property, Oral Arguments, Depositions, Motions, Legal Writing, Trials, Legal Research, Civil Litigation, Pleadings, Courts, Criminal Law, Appeals, Litigation Support, Westlaw, Commercial Litigation, LexisNexis
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, summa cum laude
College of Charleston 2003 — 2007
BS, Psychology, Minor in Political Science
Hayes, Messina, Gilman & Hayes, LLC May 2013 - Present
Bonner Kiernan Trebach & Crociata, LLP April 2011 - April 2013
MBTA Law Department May 2011 - August 2011
AyerHoffman, LLP May 2010 - August 2010
State Street January 2008 - August 2009
Beacon Investments March 2003 - August 2004
Jazz/Funk Drummer September 2003 - September 2003
Skills
Litigation, Intellectual Property, Oral Arguments, Depositions, Motions, Legal Writing, Trials, Legal Research, Civil Litigation, Pleadings, Courts, Criminal Law, Appeals, Litigation Support, Westlaw, Commercial Litigation, LexisNexis
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, summa cum laude
College of Charleston 2003 — 2007
BS, Psychology, Minor in Political Science
Natalie Velasquez's State Street Experience May 2015 - Present
Job Office of Regulatory Initiatives at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street July 2013 - May 2015
ALPFA Boston March 2013 - March 2015
Broad Institute October 2012 - May 2013
BBVA September 2011 - June 2012
State Street July 2010 - July 2011
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts
Universidade da Coruña 2008 — 2009
Boston Latin Academy 2000 — 2006
State Street May 2015 - Present
State Street July 2013 - May 2015
ALPFA Boston March 2013 - March 2015
Broad Institute October 2012 - May 2013
BBVA September 2011 - June 2012
State Street July 2010 - July 2011
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts
Universidade da Coruña 2008 — 2009
Boston Latin Academy 2000 — 2006
Nathan Buhrmester Nathan Buhrmester's State Street Experience December 2013 - December 2014
Job Surety Account Executive at Haas & Wilkerson Insurance
Industry Financial Services
Experience
State Street December 2013 - December 2014
Cohen Financial January 2012 - January 2013
Veterans United Home Loans May 2010 - February 2011
The Hartford June 2007 - May 2010
Arch Insurance June 2006 - May 2007
Skills
Underwriting, Insurance, Surety Bonds, Property & Casualty..., Reinsurance, General Insurance, Commercial Insurance, Claim, Legal Liability, Financial Analysis, Bonds, Risk Management
Education
Columbia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting with a Minor in Finance
University of Missouri-Columbia 2000 — 2002
State Street December 2013 - December 2014
Cohen Financial January 2012 - January 2013
Veterans United Home Loans May 2010 - February 2011
The Hartford June 2007 - May 2010
Arch Insurance June 2006 - May 2007
Skills
Underwriting, Insurance, Surety Bonds, Property & Casualty..., Reinsurance, General Insurance, Commercial Insurance, Claim, Legal Liability, Financial Analysis, Bonds, Risk Management
Education
Columbia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting with a Minor in Finance
University of Missouri-Columbia 2000 — 2002
Kayla Bradshaw's State Street Experience Sales AssociateMichaels Stores, Inc.August 2014 - May 2015
Job Client Service Specialist at State Street
Industry Accounting
Experience
State Street Sales AssociateMichaels Stores, Inc.August 2014 - May 2015
College of the Ozarks Business Department August 2013 - May 2015
Advocate CPAs & Advisors January 2013 - April 2015
Skills
QuickBooks, Drake Tax Software, Microsoft Office, Customer Service, Attentive to Details, Skilled Multi-tasker, Hard Worker, Punctual
Education
College of the Ozarks 2011 — 2015
Bachelor's Degree, Accounting and Mathematics, 3.2
State Street Sales AssociateMichaels Stores, Inc.August 2014 - May 2015
College of the Ozarks Business Department August 2013 - May 2015
Advocate CPAs & Advisors January 2013 - April 2015
Skills
QuickBooks, Drake Tax Software, Microsoft Office, Customer Service, Attentive to Details, Skilled Multi-tasker, Hard Worker, Punctual
Education
College of the Ozarks 2011 — 2015
Bachelor's Degree, Accounting and Mathematics, 3.2
Claire A. Bailey Claire A. Bailey's State Street Experience 1991 - 1994
Job Bluestone Capital Management
Industry Financial Services
Experience
Bluestone Capital Management March 2015 - Present
Philadelphia Brokerage Corporation July 2013 - May 2014
CV Brokerage, Inc. March 2011 - October 2011
Drexel Hamilton, LLC June 2010 - April 2011
Brandywine Global Investment Management 1992 - 1997
Brandywine Global Investment Management 1992 - 1997
State Street 1991 - 1994
Skills
Contract Negotiation, Real Estate, Investments, Construction, Business Strategy, Strategic Planning, Microsoft Office, Business Analysis, Start-ups, Sales, Hedge Funds, Mutual Funds, Marketing Strategy, Portfolio Management, New Business Development, Management, Trading, Budgets, Negotiation, Business Development, Marketing, Business Planning, Sales Management, Risk Management, FINRA, Investment Management, Strategy
Education
Colgate University 1979 — 1983
BA, IR/French
Bluestone Capital Management March 2015 - Present
Philadelphia Brokerage Corporation July 2013 - May 2014
CV Brokerage, Inc. March 2011 - October 2011
Drexel Hamilton, LLC June 2010 - April 2011
Brandywine Global Investment Management 1992 - 1997
Brandywine Global Investment Management 1992 - 1997
State Street 1991 - 1994
Skills
Contract Negotiation, Real Estate, Investments, Construction, Business Strategy, Strategic Planning, Microsoft Office, Business Analysis, Start-ups, Sales, Hedge Funds, Mutual Funds, Marketing Strategy, Portfolio Management, New Business Development, Management, Trading, Budgets, Negotiation, Business Development, Marketing, Business Planning, Sales Management, Risk Management, FINRA, Investment Management, Strategy
Education
Colgate University 1979 — 1983
BA, IR/French
Gavin Millay Gavin Millay's State Street Experience June 2015 - Present
Job US Investor Services Client Operations at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
College of the Holy Cross August 2011 - May 2015
Highgate Hotels May 2014 - August 2014
Northfield Savings Bank VT May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Research, Leadership, Financial Reporting, Financial Analysis, Social Networking, Sales
Education
College of the Holy Cross 2011 — 2015
Bachelor’s Degree, Economics
State Street June 2015 - Present
College of the Holy Cross August 2011 - May 2015
Highgate Hotels May 2014 - August 2014
Northfield Savings Bank VT May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Research, Leadership, Financial Reporting, Financial Analysis, Social Networking, Sales
Education
College of the Holy Cross 2011 — 2015
Bachelor’s Degree, Economics
Joseph Bly Joseph Bly's State Street Experience May 2006 - June 2015
Job Sr. HR Business Director, SVP ⇨ Business Transformation •Strategy Consultant •Change Management at Santander
Industry Financial Services
Experience
Santander June 2015 - Present
State Street May 2006 - June 2015
Bank of America April 2004 - September 2005
FleetBoston Financial 1986 - 2004
FleetBoston Financial May 1994 - April 2001
Fleet Bank March 1989 - May 1994
Indian Head Banks, Inc., Nashua, NH September 1986 - March 1989
Skills
Human Resources, Strategic Consulting, Strategic Planning, Major Business..., Talent Management, Change Management, Leadership Development, Workforce Planning, Organizational..., Compensation, Employee Relations, Performance Management, Business Acumen, Succession Planning, Employee Engagement, Influential Executive..., Integrated Solutions
Education
College of the Holy Cross
Bachelor's degree, Economics
Santander June 2015 - Present
State Street May 2006 - June 2015
Bank of America April 2004 - September 2005
FleetBoston Financial 1986 - 2004
FleetBoston Financial May 1994 - April 2001
Fleet Bank March 1989 - May 1994
Indian Head Banks, Inc., Nashua, NH September 1986 - March 1989
Skills
Human Resources, Strategic Consulting, Strategic Planning, Major Business..., Talent Management, Change Management, Leadership Development, Workforce Planning, Organizational..., Compensation, Employee Relations, Performance Management, Business Acumen, Succession Planning, Employee Engagement, Influential Executive..., Integrated Solutions
Education
College of the Holy Cross
Bachelor's degree, Economics
Brian Newkirk Brian Newkirk's State Street Experience July 2012 - Present
Job Officer for IMS Pricing Team at State Street Corp.
Industry Financial Services
Experience
State Street July 2012 - Present
State Street August 1998 - October 2012
Skills
Bloomberg, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Risk Management, Management
Education
College of the Holy Cross 1993 — 1997
Bachelor's, Psychology
College of the Holy Cross 1993 — 1997
Bachelor's degree, Psychology
State Street July 2012 - Present
State Street August 1998 - October 2012
Skills
Bloomberg, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Risk Management, Management
Education
College of the Holy Cross 1993 — 1997
Bachelor's, Psychology
College of the Holy Cross 1993 — 1997
Bachelor's degree, Psychology
Christine Poynter, MBA's State Street Experience June 2006 - October 2011
Job Supply Technician | Government
Industry Government Relations
Experience
GSA October 2013 - Present
DST October 2011 - July 2013
State Street June 2006 - October 2011
State Street February 2001 - June 2006
Kansas City Life Insurance Company 1999 - 2001
Roosevelt-Mercantile Bank 1996 - 1999
Skills
Financial Analysis, Analysis, Finance, Fund Accounting, Accounting, Financial Services, Business Analysis, Mutual Funds, Process Improvement, Access, Financial Reporting, Lotus Notes, Account Reconciliation, PeopleSoft, Cash Management, Bloomberg, Clarity, General Ledger, Microsoft Office, Ad Hoc Reporting, Management, Business Process..., Technical Writing, Project Planning, Client Relations Skills, Atlassian JIRA, Kronos, Avaya, BMC Remedy, Regression Testing, Windows 8, Microsoft Office 2013, Global Inquiry..., Quick Test Professional, Remedy Software, TestFlight, App Testing, Citrix, Government Procurement, Federal Government, Supply Ordering, Government Contracting, International Logistics, Salesforce Administrator, ACIS, Customer Supply Center, GSA Advantage, Google Chrome, Salesforce.com, Leadership
Education
Columbia College Master's Degree Business Administration 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.83
Columbia College 1998 — 2000
Bachelor of Science in Business Administration, Business Administration, Management and Operations, GPA 3.47
GSA October 2013 - Present
DST October 2011 - July 2013
State Street June 2006 - October 2011
State Street February 2001 - June 2006
Kansas City Life Insurance Company 1999 - 2001
Roosevelt-Mercantile Bank 1996 - 1999
Skills
Financial Analysis, Analysis, Finance, Fund Accounting, Accounting, Financial Services, Business Analysis, Mutual Funds, Process Improvement, Access, Financial Reporting, Lotus Notes, Account Reconciliation, PeopleSoft, Cash Management, Bloomberg, Clarity, General Ledger, Microsoft Office, Ad Hoc Reporting, Management, Business Process..., Technical Writing, Project Planning, Client Relations Skills, Atlassian JIRA, Kronos, Avaya, BMC Remedy, Regression Testing, Windows 8, Microsoft Office 2013, Global Inquiry..., Quick Test Professional, Remedy Software, TestFlight, App Testing, Citrix, Government Procurement, Federal Government, Supply Ordering, Government Contracting, International Logistics, Salesforce Administrator, ACIS, Customer Supply Center, GSA Advantage, Google Chrome, Salesforce.com, Leadership
Education
Columbia College Master's Degree Business Administration 2008 — 2010
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.83
Columbia College 1998 — 2000
Bachelor of Science in Business Administration, Business Administration, Management and Operations, GPA 3.47
Matthew Krebs Matthew Krebs's State Street Experience July 2011 - February 2013
Job Operations Analyst at Garrison Investment Group, L.P.
Industry Financial Services
Experience
Garrison Investment Group, L.P. February 2013 - Present
State Street July 2011 - February 2013
Skills
Microsoft Excel, Markit WSO, Private Equity Fund..., Liquidity Management
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Garrison Investment Group, L.P. February 2013 - Present
State Street July 2011 - February 2013
Skills
Microsoft Excel, Markit WSO, Private Equity Fund..., Liquidity Management
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Alex Grover's State Street Experience 2001 - 2004
Job Senior Sales Executive at Misys
Industry Financial Services
Experience
Misys September 2014 - Present
Numerix LLC May 2013 - September 2014
Triangle Park Capital Markets December 2011 - May 2013
RiskSpan Inc. February 2011 - December 2011
Markit September 2007 - January 2011
Lewtan Technologies 2004 - 2007
State Street 2001 - 2004
Waynflete School September 2000 - June 2001
Skills
Business Development, Analytics, Project Management, Valuation, Fixed Income, Account Management, Structured Products, Financial Services, Product Management, Lead Generation, Business Strategy, Credit, Derivatives, Equities, Management, Commodity, Hedge Funds
Education
College of the Holy Cross 1996 — 2000
BA, History
Misys September 2014 - Present
Numerix LLC May 2013 - September 2014
Triangle Park Capital Markets December 2011 - May 2013
RiskSpan Inc. February 2011 - December 2011
Markit September 2007 - January 2011
Lewtan Technologies 2004 - 2007
State Street 2001 - 2004
Waynflete School September 2000 - June 2001
Skills
Business Development, Analytics, Project Management, Valuation, Fixed Income, Account Management, Structured Products, Financial Services, Product Management, Lead Generation, Business Strategy, Credit, Derivatives, Equities, Management, Commodity, Hedge Funds
Education
College of the Holy Cross 1996 — 2000
BA, History
Leslie Gleason's State Street Experience May 2013 - January 2014
Job Finance Specialist at UMB WHQ
Industry Mental Health Care
Experience
UMB Bank June 2014 - Present
H&R Block October 2013 - April 2014
State Street May 2013 - January 2014
H&R Block February 2012 - May 2013
H&R Block April 2009 - February 2012
H&R Block October 2008 - April 2009
American Sterling Bank April 2008 - October 2008
H&R Block August 2007 - April 2008
Skills
Financial Analysis, PeopleSoft, Outlook, Photo Shop, Project Management, Accounting, Accounts..., Sales, Management, Microsoft Excel, Microsoft Word, Publisher 2007, Access, Budget Monitoring, Expense Reports, Financial Accounting, Customer Service, Invoicing, Account Reconciliation, Budgets, Call Centers, Payroll, General Ledger, Accounts Receivable, Data Entry, Time Management, Human Resources, Office Management, Process Improvement, Software Documentation, Spreadsheets
Education
MidAmerica Nazarene University 2014 — 2016
Master's Degree, Marriage and Family Therapy/Counseling
Columbia College 2011 — 2013
Bachelor of Arts (BA), Psychology
Columbia College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.5
UMB Bank June 2014 - Present
H&R Block October 2013 - April 2014
State Street May 2013 - January 2014
H&R Block February 2012 - May 2013
H&R Block April 2009 - February 2012
H&R Block October 2008 - April 2009
American Sterling Bank April 2008 - October 2008
H&R Block August 2007 - April 2008
Skills
Financial Analysis, PeopleSoft, Outlook, Photo Shop, Project Management, Accounting, Accounts..., Sales, Management, Microsoft Excel, Microsoft Word, Publisher 2007, Access, Budget Monitoring, Expense Reports, Financial Accounting, Customer Service, Invoicing, Account Reconciliation, Budgets, Call Centers, Payroll, General Ledger, Accounts Receivable, Data Entry, Time Management, Human Resources, Office Management, Process Improvement, Software Documentation, Spreadsheets
Education
MidAmerica Nazarene University 2014 — 2016
Master's Degree, Marriage and Family Therapy/Counseling
Columbia College 2011 — 2013
Bachelor of Arts (BA), Psychology
Columbia College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.5
Michaela Callahan's State Street Experience July 2013 - October 2014
Job Trading Operations Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
J.J. Burke J.J. Burke's State Street Experience March 2005 - August 2006
Job Vice President, Finance & Operations at FairWinds Partners, LLC.
Industry Internet
Experience
FairWinds Partners LLC June 2014 - Present
Aetna April 2013 - May 2014
Coventry Health Care March 2011 - April 2013
Avalere Health January 2010 - March 2011
American Capital Strategies, Ltd. November 2006 - July 2008
State Street March 2005 - August 2006
Investors Bank & Trust August 2004 - February 2005
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
College of the Holy Cross 2000 — 2004
BA, Economics
Georgetown Preparatory School 1996 — 2000
FairWinds Partners LLC June 2014 - Present
Aetna April 2013 - May 2014
Coventry Health Care March 2011 - April 2013
Avalere Health January 2010 - March 2011
American Capital Strategies, Ltd. November 2006 - July 2008
State Street March 2005 - August 2006
Investors Bank & Trust August 2004 - February 2005
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
College of the Holy Cross 2000 — 2004
BA, Economics
Georgetown Preparatory School 1996 — 2000
Arabelle Chafé Arabelle Chafé's State Street Experience July 2014 - August 2014
Job Venture Capital Analyst at VentureOutNY
Industry Financial Services
Experience
VentureOutNY August 2015 - Present
Douglas Elliman Real Estate June 2015 - August 2015
State Street July 2014 - August 2014
Brookhaven National Laboratory March 2013 - August 2013
Skills
Python, Matlab, Microsoft Excel, SPSS, X-ray Absorption..., Geometric Modeling, Fixed Income, Statistics, Data Analysis, Statistical Modeling, Social Networking, Teamwork
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2014 — 2018
Bachelor’s Degree, Operations Research
John L. Miller Great Neck North High School 2010 — 2014
VentureOutNY August 2015 - Present
Douglas Elliman Real Estate June 2015 - August 2015
State Street July 2014 - August 2014
Brookhaven National Laboratory March 2013 - August 2013
Skills
Python, Matlab, Microsoft Excel, SPSS, X-ray Absorption..., Geometric Modeling, Fixed Income, Statistics, Data Analysis, Statistical Modeling, Social Networking, Teamwork
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2014 — 2018
Bachelor’s Degree, Operations Research
John L. Miller Great Neck North High School 2010 — 2014
Peter Cahill Peter Cahill's State Street Experience June 2013 - August 2013
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US February 2015 - Present
Putnam Investments July 2014 - January 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Cohasset Golf Club June 2011 - August 2011
Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science
St. Sebastian's School 2004 — 2010
Columbia Threadneedle Investments, US February 2015 - Present
Putnam Investments July 2014 - January 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Cohasset Golf Club June 2011 - August 2011
Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science
St. Sebastian's School 2004 — 2010
Reed Apfelbaum Reed Apfelbaum's State Street Experience November 2014 - Present
Job FX Sales & Trading at State Street Global Markets
Industry Investment Management
Experience
State Street November 2014 - Present
State Street Bank July 2013 - December 2014
College of the Holy Cross August 2009 - May 2013
GE Aviation May 2012 - August 2012
Federated Investors, Inc. May 2011 - August 2011
Federated Investors, Inc. May 2010 - August 2010
Skills
PowerPoint, Fund Accounting, Economics, Microsoft Excel, Outlook, Teamwork
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Upper St. Clair High School 2005 — 2009
State Street November 2014 - Present
State Street Bank July 2013 - December 2014
College of the Holy Cross August 2009 - May 2013
GE Aviation May 2012 - August 2012
Federated Investors, Inc. May 2011 - August 2011
Federated Investors, Inc. May 2010 - August 2010
Skills
PowerPoint, Fund Accounting, Economics, Microsoft Excel, Outlook, Teamwork
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Upper St. Clair High School 2005 — 2009
Brendan Faria Brendan Faria's State Street Experience November 2013 - March 2015
Job Financial Applications Consultant at Oracle | New England | New York Metro ☁
Industry Information Technology and Services
Experience
Oracle March 2015 - Present
State Street November 2013 - March 2015
Choice! Energy Services May 2012 - August 2012
Ida Lewis Yacht Club June 2010 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Social Media, Customer Service, Research, Financial Analysis, Analysis, Strategic Planning, Sales, Business Development, Negotiation, Event Planning, SaaS, Oracle ERP, ERP, Hyperion EPM, Oracle Applications, Oracle E-Business Suite, Sailing
Education
College of Charleston 2009 — 2013
BS, Economics & Finance
Providence Country Day School 2005 — 2008
Oracle March 2015 - Present
State Street November 2013 - March 2015
Choice! Energy Services May 2012 - August 2012
Ida Lewis Yacht Club June 2010 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Social Media, Customer Service, Research, Financial Analysis, Analysis, Strategic Planning, Sales, Business Development, Negotiation, Event Planning, SaaS, Oracle ERP, ERP, Hyperion EPM, Oracle Applications, Oracle E-Business Suite, Sailing
Education
College of Charleston 2009 — 2013
BS, Economics & Finance
Providence Country Day School 2005 — 2008
Lauren Krzynowek's State Street Experience 2006 - 2008
Job Associate Director, Donor and Alumni Events at MIT Sloan School of Management
Industry Fund-Raising
Experience
MIT Sloan School of Management July 2014 - Present
MIT Sloan School of Management May 2013 - July 2014
MIT Sloan School of Management September 2011 - May 2013
Dana-Farber Cancer Institute 2008 - September 2011
State Street 2006 - 2008
Skills
Nonprofits, Alumni Relations, Event Planning, Fundraising, Philanthropy, Annual Giving, Stewardship, Volunteer Management, Grant Writing, Public Speaking, Editing, Raiser's Edge, Community Outreach
Education
College of the Holy Cross 2002 — 2006
Lake Forest Academy 1998 — 2002
MIT Sloan School of Management July 2014 - Present
MIT Sloan School of Management May 2013 - July 2014
MIT Sloan School of Management September 2011 - May 2013
Dana-Farber Cancer Institute 2008 - September 2011
State Street 2006 - 2008
Skills
Nonprofits, Alumni Relations, Event Planning, Fundraising, Philanthropy, Annual Giving, Stewardship, Volunteer Management, Grant Writing, Public Speaking, Editing, Raiser's Edge, Community Outreach
Education
College of the Holy Cross 2002 — 2006
Lake Forest Academy 1998 — 2002
Dick Taggart Dick Taggart's State Street Experience March 2012 - Present
Job EVP; Investment Manager Services, State Street
Industry Financial Services
Experience
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
Dana Weston's State Street Experience May 2014 - August 2014
Job Alumnae of the College of the Holy Cross
Industry
Experience
State Street May 2014 - August 2014
Suffolk County Juvenile Probation Department May 2014 - August 2014
State Street June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Time Management
Education
College of the Holy Cross 2011 — 2015
Sociology
Ursuline Academy 2006 — 2011
High School Diploma
State Street May 2014 - August 2014
Suffolk County Juvenile Probation Department May 2014 - August 2014
State Street June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Time Management
Education
College of the Holy Cross 2011 — 2015
Sociology
Ursuline Academy 2006 — 2011
High School Diploma
Stefan Opolski's State Street Experience February 2011 - July 2014
Job at Audax Group
Industry Financial Services
Experience
Audax Group July 2014 - Present
State Street February 2011 - July 2014
JP Morgan Chase November 2010 - February 2011
Merrill Lynch December 2009 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Equities, Alternative Investments, REIT, Expenses, Budget Process, Hedge Funds, Securities
Education
College of the Holy Cross 2006 — 2010
B.A, Economics
Audax Group July 2014 - Present
State Street February 2011 - July 2014
JP Morgan Chase November 2010 - February 2011
Merrill Lynch December 2009 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Equities, Alternative Investments, REIT, Expenses, Budget Process, Hedge Funds, Securities
Education
College of the Holy Cross 2006 — 2010
B.A, Economics
Monika Flaherty Monika Flaherty's State Street Experience March 2005 - September 2005
Job Senior Corporate Actions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments September 2005 - July 2008
State Street March 2005 - September 2005
State Street June 2003 - March 2005
Skills
Bloomberg, Financial Analysis, Mutual Funds, Equities, Financial Modeling, Fixed Income, Valuation, Finance, Financial Services, Derivatives, Business Analysis, Due Diligence, Investments, Corporate Actions, Securities, Data Analysis, Risk Management, Asset Management, Financial Markets, Analysis, Equity Research
Education
Colorado State University 2008 — 2010
MBA, Master of Business Administration, Cumulative GPA 3.78 / 4.0
University of New Hampshire 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
Fidelity Investments July 2008 - Present
Fidelity Investments September 2005 - July 2008
State Street March 2005 - September 2005
State Street June 2003 - March 2005
Skills
Bloomberg, Financial Analysis, Mutual Funds, Equities, Financial Modeling, Fixed Income, Valuation, Finance, Financial Services, Derivatives, Business Analysis, Due Diligence, Investments, Corporate Actions, Securities, Data Analysis, Risk Management, Asset Management, Financial Markets, Analysis, Equity Research
Education
Colorado State University 2008 — 2010
MBA, Master of Business Administration, Cumulative GPA 3.78 / 4.0
University of New Hampshire 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor’s Degree, Finance Concentration with Operations Management Minor, Cumulative GPA 3.63 / 4.0
Paul Maloney's State Street Experience July 2015 - Present
Job Principal at State Street Global Advisors SPDR ETF Group
Industry Financial Services
Experience
State Street July 2015 - Present
The Hanover Insurance Group April 2015 - July 2015
The Hanover Insurance Group April 2014 - March 2015
The Hanover Insurance Group June 2012 - March 2014
The Hanover Insurance Group June 2011 - August 2011
International Business-Government Counsellors, Inc. August 2010 - November 2010
Skills
Data Analysis, Marketing, Research, Analytics, Economics, Microsoft Excel, PowerPoint, Leadership, Business Analysis, Microsoft Word, Stata, Eviews, Statistics, Econometrics, Economic Research, PowerPivot, Finance, Financial Analysis, Microsoft Office, Public Speaking, Analysis, Market Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Economics
State Street July 2015 - Present
The Hanover Insurance Group April 2015 - July 2015
The Hanover Insurance Group April 2014 - March 2015
The Hanover Insurance Group June 2012 - March 2014
The Hanover Insurance Group June 2011 - August 2011
International Business-Government Counsellors, Inc. August 2010 - November 2010
Skills
Data Analysis, Marketing, Research, Analytics, Economics, Microsoft Excel, PowerPoint, Leadership, Business Analysis, Microsoft Word, Stata, Eviews, Statistics, Econometrics, Economic Research, PowerPivot, Finance, Financial Analysis, Microsoft Office, Public Speaking, Analysis, Market Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Economics
Carolee Burgess's State Street Experience June 2015 - Present
Job at
Industry Financial Services
Experience
State Street June 2015 - Present
State Street April 2015 - June 2015
State Street October 2014 - April 2015
State Street September 2013 - October 2014
State Street June 2011 - September 2013
State Street Bank June 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Regal Cinema July 2001 - November 2003
Skills
Visio, SharePoint, Business Continuity, Security, Risk Management, Information Security, Outlook, Lotus Notes, Management, Risk Assessment, Disaster Recovery, Business Analysis, Technical Writing, Cross-functional Team..., PowerPoint, Process Flow..., Information Technology, Governance, Analysis, Business Process
Education
Northeastern University Boston 2001 — 2003
Master's, Technical and Professional Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General, 3.88
State Street June 2015 - Present
State Street April 2015 - June 2015
State Street October 2014 - April 2015
State Street September 2013 - October 2014
State Street June 2011 - September 2013
State Street Bank June 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Regal Cinema July 2001 - November 2003
Skills
Visio, SharePoint, Business Continuity, Security, Risk Management, Information Security, Outlook, Lotus Notes, Management, Risk Assessment, Disaster Recovery, Business Analysis, Technical Writing, Cross-functional Team..., PowerPoint, Process Flow..., Information Technology, Governance, Analysis, Business Process
Education
Northeastern University Boston 2001 — 2003
Master's, Technical and Professional Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General, 3.88
Chris Conner Chris Conner's State Street Experience December 2005 - January 2008
Job Solution Consultant, Sales and Marketing, NetSuite
Industry Computer Software
Experience
NetSuite July 2011 - Present
NetSuite January 2011 - July 2011
NetSuite June 2008 - December 2010
State Street December 2005 - January 2008
Skills
NetSuite, Professional Services, OpenAir, Cloud Computing, SaaS, Enterprise Software, Software Industry, CRM, Solution Selling, Sales Process, ERP, Sales, Account Management, Consulting
Education
College of the Holy Cross 2004 — 2008
BA, English
Hingham High School 2000 — 2004
NetSuite July 2011 - Present
NetSuite January 2011 - July 2011
NetSuite June 2008 - December 2010
State Street December 2005 - January 2008
Skills
NetSuite, Professional Services, OpenAir, Cloud Computing, SaaS, Enterprise Software, Software Industry, CRM, Solution Selling, Sales Process, ERP, Sales, Account Management, Consulting
Education
College of the Holy Cross 2004 — 2008
BA, English
Hingham High School 2000 — 2004
Samantha Lenhardt Samantha Lenhardt's State Street Experience April 2015 - Present
Job Project Analyst, Corporate Compliance at State Street
Industry Accounting
Experience
State Street April 2015 - Present
State Street August 2014 - April 2015
State Street December 2012 - August 2014
State Street June 2011 - November 2012
Duxbury Beach Park June 2004 - July 2012
Special Olympics Massachusetts January 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Outlook, Data Analysis, Research, Accounting, Access, Social Media, Public Speaking, Financial Analysis, Spanish, Customer Service, Analysis, Teamwork, Facebook, Time Management, Nonprofits, Fundraising, Leadership, SPSS, Social Networking
Education
College of the Holy Cross 2007 — 2011
Sociology, Latin America and Latino Studies
Duxbury High School 2003 — 2007
High School Diploma
State Street April 2015 - Present
State Street August 2014 - April 2015
State Street December 2012 - August 2014
State Street June 2011 - November 2012
Duxbury Beach Park June 2004 - July 2012
Special Olympics Massachusetts January 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Outlook, Data Analysis, Research, Accounting, Access, Social Media, Public Speaking, Financial Analysis, Spanish, Customer Service, Analysis, Teamwork, Facebook, Time Management, Nonprofits, Fundraising, Leadership, SPSS, Social Networking
Education
College of the Holy Cross 2007 — 2011
Sociology, Latin America and Latino Studies
Duxbury High School 2003 — 2007
High School Diploma
Meredith Lloyd Rice's State Street Experience 2004 - 2004
Job Sr. Director, Syndicated Research & Consulting
Industry Market Research
Experience
Cogent Reports, a Market Strategies International company April 2008 - Present
Chatham Partners January 2005 - March 2008
State Street 2004 - 2004
Synovate 2001 - 2004
Charles Schwab 2000 - 2000
Skills
Quantitative Research, Marketing Research, Competitive Intelligence, Customer Insight, Segmentation, Market Research, Financial Services, Marketing, Focus Groups, Analysis, Primary Research, Market Analysis, Analytics, Competitive Analysis, Consumer Behaviour
Education
Thunderbird School of Global Management 1999 — 2001
MBA
Colgate University 1992 — 1996
BA
Cogent Reports, a Market Strategies International company April 2008 - Present
Chatham Partners January 2005 - March 2008
State Street 2004 - 2004
Synovate 2001 - 2004
Charles Schwab 2000 - 2000
Skills
Quantitative Research, Marketing Research, Competitive Intelligence, Customer Insight, Segmentation, Market Research, Financial Services, Marketing, Focus Groups, Analysis, Primary Research, Market Analysis, Analytics, Competitive Analysis, Consumer Behaviour
Education
Thunderbird School of Global Management 1999 — 2001
MBA
Colgate University 1992 — 1996
BA
Sean Doherty's State Street Experience January 2013 - Present
Job
Industry Investment Management
Experience
State Street January 2013 - Present
Skills
Global Custody, Technology, Systems Analysis, Securities, Integration, Strategy, CRM, Outsourcing, Financial Services, Product Management, Enterprise Software, Asset Management, Analysis, Investments, Portfolio Management, Data Warehousing, Project Management, Software Development, Mutual Funds
Education
College of the Holy Cross 1987 — 1990
BA
State Street January 2013 - Present
Skills
Global Custody, Technology, Systems Analysis, Securities, Integration, Strategy, CRM, Outsourcing, Financial Services, Product Management, Enterprise Software, Asset Management, Analysis, Investments, Portfolio Management, Data Warehousing, Project Management, Software Development, Mutual Funds
Education
College of the Holy Cross 1987 — 1990
BA
Suhan Canaran's State Street Experience March 2007 - Present
Job Software Developer at State Street Global
Industry Information Technology and Services
Experience
State Street March 2007 - Present
Skills
SQL, JavaScript, HTML, Cloud Applications, Database Applications, Web Development, Cloud Computing, Software Engineering, Database Design, Microsoft SQL Server, Oracle, MySQL, GWT, Django, Visual Basic, C#, .NET, Java, Python, Perl, Requirements Analysis, Business Analysis, Actuate Reporting, Crystal Reports, C, C++
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2014
MS, Computer Science
Saint John's University 2001 — 2004
BS, Computer Science
State Street March 2007 - Present
Skills
SQL, JavaScript, HTML, Cloud Applications, Database Applications, Web Development, Cloud Computing, Software Engineering, Database Design, Microsoft SQL Server, Oracle, MySQL, GWT, Django, Visual Basic, C#, .NET, Java, Python, Perl, Requirements Analysis, Business Analysis, Actuate Reporting, Crystal Reports, C, C++
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2014
MS, Computer Science
Saint John's University 2001 — 2004
BS, Computer Science
John Stankard's State Street Experience 1994 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street 1994 - Present
Education
College of the Holy Cross 1986 — 1989
Portsmouth Abbey
State Street 1994 - Present
Education
College of the Holy Cross 1986 — 1989
Portsmouth Abbey
Carolyn Kerr's State Street Experience January 2008 - May 2008
Job Trade Support Manager at GMO
Industry Financial Services
Experience
GMO October 2014 - Present
GMO December 2011 - September 2014
GMO June 2010 - November 2011
GMO May 2008 - June 2010
State Street January 2008 - May 2008
Investors Bank & Trust January 2007 - January 2008
Investors Bank & Trust July 2006 - January 2007
Education
College of the Holy Cross 2002 — 2006
BA, Economics and Political Science
GMO October 2014 - Present
GMO December 2011 - September 2014
GMO June 2010 - November 2011
GMO May 2008 - June 2010
State Street January 2008 - May 2008
Investors Bank & Trust January 2007 - January 2008
Investors Bank & Trust July 2006 - January 2007
Education
College of the Holy Cross 2002 — 2006
BA, Economics and Political Science
Christos Zikos's State Street Experience 2007 - Present
Job Vice President at State Street Bank
Industry Banking
Experience
State Street Bank January 2007 - Present
State Street Bank 2007 - Present
State Street 2007 - Present
Education
College of the Holy Cross 1979 — 1983
State Street Bank January 2007 - Present
State Street Bank 2007 - Present
State Street 2007 - Present
Education
College of the Holy Cross 1979 — 1983
Marshell Forrest's State Street Experience December 2007 - Present
Job Accounting/ Pricing Specialist Associate II at State Street
Industry Staffing and Recruiting
Experience
State Street December 2007 - Present
State Street 2007 - 2014
Colorado Technical University 2006 - 2007
Education
Colorado Technical University 2003 — 2007
State Street December 2007 - Present
State Street 2007 - 2014
Colorado Technical University 2006 - 2007
Education
Colorado Technical University 2003 — 2007
John Toomey's State Street Experience November 2012 - Present
Job Assistant Vice President, Client Operations, Fund Administration at State Street
Industry Financial Services
Experience
State Street November 2012 - Present
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Securities, Equities, Investments, ETFs, Financial Services, Fund Administration, Global Custody
Education
College of the Holy Cross 1999 — 2003
BA, History
State Street November 2012 - Present
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Securities, Equities, Investments, ETFs, Financial Services, Fund Administration, Global Custody
Education
College of the Holy Cross 1999 — 2003
BA, History
Deana Williamson's State Street Experience May 2014 - Present
Job Vice President at State Street
Industry Banking
Experience
State Street May 2014 - Present
GE Energy Financial Services, Inc. February 2008 - February 2013
Merrill Lynch Capital November 2006 - February 2008
Banc of America Securities LLC June 2005 - November 2006
Skills
Capital Markets, Financial Structuring, Commercial Lending, Portfolio Management, Leveraged Finance, Loans, Loan Origination, Syndications, Series 7, Financial Modeling, Valuation, Structured Finance, Corporate Finance, Investment Banking, Credit Analysis
Education
College of the Holy Cross 2001 — 2005
BA, Economics
State Street May 2014 - Present
GE Energy Financial Services, Inc. February 2008 - February 2013
Merrill Lynch Capital November 2006 - February 2008
Banc of America Securities LLC June 2005 - November 2006
Skills
Capital Markets, Financial Structuring, Commercial Lending, Portfolio Management, Leveraged Finance, Loans, Loan Origination, Syndications, Series 7, Financial Modeling, Valuation, Structured Finance, Corporate Finance, Investment Banking, Credit Analysis
Education
College of the Holy Cross 2001 — 2005
BA, Economics
Sheila Peterson's State Street Experience August 2008 - Present
Job Vice President, Corporate Citizenship at State Street Corporation
Industry Philanthropy
Experience
State Street August 2008 - Present
Invensys Process Systems June 2000 - June 2008
The Foxboro Company/Siebe Intelligent Automation/Invensys Process Systems January 1994 - June 2008
The Foxboro Company/Siebe Intelligent Automation January 1998 - May 2000
The Foxboro Company/SIebe Intelligent Automation January 1996 - January 1998
The Foxboro Company/Siebe Intelligent Automation February 1994 - January 1996
The Foxboro Company/ Siebe Intelligent Automation January 1990 - 1994
The Foxboro Company January 1987 - January 1990
The Foxboro Company January 1983 - January 1987
The Foxboro Company January 1980 - January 1983
Skills
Public Relations, Marketing, Program Management, Project Management, Strategic Partnerships, Fundraising, Corporate Communications, Marketing Communications, Marketing Strategy, Social Media, Non-profits, Team Building, Leadership, Public Speaking, Business Strategy, Event Planning, Product Marketing, Proposal Writing, Strategy, Strategic Planning, Product Management, Community Outreach, Nonprofits, Staff Development, Just-in-Time/Lean..., Total Quality Management, Operations Management, Integrated Marketing, Event Management, Internal Communications, Project Planning, Human Resources
Education
College of the Holy Cross
B.A., Mathematics, Public Policy, Logical Analysis
Harvard University
Graduate Program Certificate Course of Study, Organizational Management, Communications
State Street August 2008 - Present
Invensys Process Systems June 2000 - June 2008
The Foxboro Company/Siebe Intelligent Automation/Invensys Process Systems January 1994 - June 2008
The Foxboro Company/Siebe Intelligent Automation January 1998 - May 2000
The Foxboro Company/SIebe Intelligent Automation January 1996 - January 1998
The Foxboro Company/Siebe Intelligent Automation February 1994 - January 1996
The Foxboro Company/ Siebe Intelligent Automation January 1990 - 1994
The Foxboro Company January 1987 - January 1990
The Foxboro Company January 1983 - January 1987
The Foxboro Company January 1980 - January 1983
Skills
Public Relations, Marketing, Program Management, Project Management, Strategic Partnerships, Fundraising, Corporate Communications, Marketing Communications, Marketing Strategy, Social Media, Non-profits, Team Building, Leadership, Public Speaking, Business Strategy, Event Planning, Product Marketing, Proposal Writing, Strategy, Strategic Planning, Product Management, Community Outreach, Nonprofits, Staff Development, Just-in-Time/Lean..., Total Quality Management, Operations Management, Integrated Marketing, Event Management, Internal Communications, Project Planning, Human Resources
Education
College of the Holy Cross
B.A., Mathematics, Public Policy, Logical Analysis
Harvard University
Graduate Program Certificate Course of Study, Organizational Management, Communications
Tim Ribadeneyra's State Street Experience August 2009 - Present
Job Finance Director at State Street
Industry Financial Services
Experience
State Street August 2009 - Present
State Street Corp January 2007 - August 2009
Skills
Financial Analysis, Portfolio Management, Fund Accounting, Finance, Mutual Funds, Leadership, Financial Modeling, Financial Services, Risk Management, Equities
Education
College of the Holy Cross 1979 — 1982
BA, Economics/Accounting
State Street August 2009 - Present
State Street Corp January 2007 - August 2009
Skills
Financial Analysis, Portfolio Management, Fund Accounting, Finance, Mutual Funds, Leadership, Financial Modeling, Financial Services, Risk Management, Equities
Education
College of the Holy Cross 1979 — 1982
BA, Economics/Accounting
Joseph Skrzek's State Street Experience May 2008 - September 2008
Job Budget Analyst at University of Massachusetts
Industry Higher Education
Experience
University of Massachusetts November 2013 - Present
University of Massachusetts July 2010 - November 2013
Unum September 2008 - June 2010
State Street May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, SQL, HTML, Research, Accounting, Access, Windows, Social Media, Public Speaking, Outlook, Bond Financing, Financial Modeling, Sports Nutrition, Nutritional Counseling
Education
College of the Holy Cross 2004 — 2008
A.B., Economics
University of Massachusetts November 2013 - Present
University of Massachusetts July 2010 - November 2013
Unum September 2008 - June 2010
State Street May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, SQL, HTML, Research, Accounting, Access, Windows, Social Media, Public Speaking, Outlook, Bond Financing, Financial Modeling, Sports Nutrition, Nutritional Counseling
Education
College of the Holy Cross 2004 — 2008
A.B., Economics
Chris Block's State Street Experience 2008 - 2010
Job Business Development
Industry Internet
Experience
KYCK inc 2015 - Present
Block RF & Associates, LLC 2012 - Present
SocialRest 2014 - 2015
JP Morgan Chase 2010 - 2012
State Street 2008 - 2010
United States Department of Justice 2007 - 2008
Skills
Fund Accounting, Investments, Financial Analysis, Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Finance, Financial Reporting, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Services, Management, Social Media, Social Media Marketing
Education
College of the Holy Cross 2003 — 2007
BA
Marquette University High School (WI) 1999 — 2003
KYCK inc 2015 - Present
Block RF & Associates, LLC 2012 - Present
SocialRest 2014 - 2015
JP Morgan Chase 2010 - 2012
State Street 2008 - 2010
United States Department of Justice 2007 - 2008
Skills
Fund Accounting, Investments, Financial Analysis, Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Finance, Financial Reporting, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Services, Management, Social Media, Social Media Marketing
Education
College of the Holy Cross 2003 — 2007
BA
Marquette University High School (WI) 1999 — 2003
Heather Windjue's State Street Experience 1998 - 2000
Job Principal at Windjue Consulting
Industry Financial Services
Experience
Windjue Consulting October 2014 - Present
Goldleaf Partners November 2005 - September 2014
Ascensus (formerly BISYS) 2000 - 2005
State Street 1998 - 2000
Principal Financial Group 1997 - 1998
Skills
ERISA, Pensions, Mutual Funds, Retirement Planning, Investments, Securities, Defined Contribution, Strategy, Financial Services, Management, Team Building, Qualified Retirement..., Client Services, Benefits Administration, Payroll, Payroll Services, COBRA, Investment Advisory, Asset Allocation, Uniform Combined State..., Business Planning, Process Improvement, Relationship Management, 401k
Education
College of Saint Benedict 1993 — 1997
Bachlor of Arts, History and Political Science
Windjue Consulting October 2014 - Present
Goldleaf Partners November 2005 - September 2014
Ascensus (formerly BISYS) 2000 - 2005
State Street 1998 - 2000
Principal Financial Group 1997 - 1998
Skills
ERISA, Pensions, Mutual Funds, Retirement Planning, Investments, Securities, Defined Contribution, Strategy, Financial Services, Management, Team Building, Qualified Retirement..., Client Services, Benefits Administration, Payroll, Payroll Services, COBRA, Investment Advisory, Asset Allocation, Uniform Combined State..., Business Planning, Process Improvement, Relationship Management, 401k
Education
College of Saint Benedict 1993 — 1997
Bachlor of Arts, History and Political Science
Christina Danford's State Street Experience October 2006 - May 2008
Job Student San Francisco Cooking School
Industry Food & Beverages
Experience
Bain Capital June 2008 - January 2015
State Street October 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Hedge Funds, Corporate Finance, Equities, Securities, Alternative Investments, Investments, Capital Markets, Microsoft Excel
Education
San Francisco Cooking School 2015 — 2016
Pastry Arts
College of the Holy Cross 2002 — 2006
B.A, Economics
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Bain Capital June 2008 - January 2015
State Street October 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Hedge Funds, Corporate Finance, Equities, Securities, Alternative Investments, Investments, Capital Markets, Microsoft Excel
Education
San Francisco Cooking School 2015 — 2016
Pastry Arts
College of the Holy Cross 2002 — 2006
B.A, Economics
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Ian MacGregor's State Street Experience July 2008 - April 2011
Job Project Manager at MassMutual
Industry Insurance
Experience
MassMutual Financial Group April 2015 - Present
Travelers October 2012 - Present
State Street Bank April 2011 - October 2012
State Street July 2008 - April 2011
State Street July 2007 - July 2008
State Street (Formerly Investors Bank and Trust Co.) September 2004 - July 2007
State Street (Formerly Investors Bank and Trust Co.) July 2000 - September 2004
Skills
Business Analysis, Project Portfolio..., Process Improvement, Lean Initiatives, Requirements Analysis, Strategic Planning, Fund Administration, Fund Accounting, SDLC, Excel, PowerPoint, Visio, Microsoft Office, Analysis, Microsoft Excel, Business Process
Education
College of the Holy Cross 1996 — 2000
BA, Economics
MassMutual Financial Group April 2015 - Present
Travelers October 2012 - Present
State Street Bank April 2011 - October 2012
State Street July 2008 - April 2011
State Street July 2007 - July 2008
State Street (Formerly Investors Bank and Trust Co.) September 2004 - July 2007
State Street (Formerly Investors Bank and Trust Co.) July 2000 - September 2004
Skills
Business Analysis, Project Portfolio..., Process Improvement, Lean Initiatives, Requirements Analysis, Strategic Planning, Fund Administration, Fund Accounting, SDLC, Excel, PowerPoint, Visio, Microsoft Office, Analysis, Microsoft Excel, Business Process
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Kimberly Corcoran's State Street Experience November 2010 - June 2011
Job Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Craig Forbes, CSM's State Street Experience 2004 - 2006
Job Senior Program Manager / Data Scientist
Industry Information Technology and Services
Experience
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Ross DeLuca, CRPC®'s State Street Experience 1998 - 2004
Job Manager, Investment Services
Industry Financial Services
Experience
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Stephen Betz's State Street Experience October 2014 - January 2015
Job Accounting Operations & Client Services Professional|Business Analysis|Creative Problem Solver|Seeking New Oppurtunity
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan January 2015 - March 2015
State Street October 2014 - January 2015
State Street Bank October 2008 - February 2014
Mail Boxes October 1996 - May 1999
Skills
Accounting, Private Equity, Auditing, Financial Services, Account Reconciliation, Funding, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Financial Analysis, Management
Education
College of San Mateo 1989 — 1991
Culinary Arts
J.P. Morgan June 2015 - August 2015
J.P. Morgan January 2015 - March 2015
State Street October 2014 - January 2015
State Street Bank October 2008 - February 2014
Mail Boxes October 1996 - May 1999
Skills
Accounting, Private Equity, Auditing, Financial Services, Account Reconciliation, Funding, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Financial Analysis, Management
Education
College of San Mateo 1989 — 1991
Culinary Arts
Katie Caccese's State Street Experience January 2009 - September 2013
Job Equity Operations Supervisor, The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Robert Leonard's State Street Experience January 1998 - July 1999
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Stephen Finocchi's State Street Experience December 2009 - April 2011
Job Vice President, High Yield & Derivatives Trading at Loomis, Sayles and Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Lindsay Grossman's State Street Experience November 2007 - December 2008
Job World Wildlife Fund
Industry Higher Education
Experience
World Wildlife Fund March 2015 - Present
Johns Hopkins University April 2014 - March 2015
Natural Resource Solutions June 2013 - March 2014
Living Classrooms of the National Capital Region April 2013 - June 2013
Boston University, CURA November 2011 - April 2013
Boston University, Center for Ecology and Conservation Biology January 2010 - November 2011
Save the Harbor/Save the Bay January 2009 - December 2009
State Street November 2007 - December 2008
Skills
Event Planning, Non-profits, Fundraising, Social Media, Microsoft Office, Community Outreach, Microsoft Excel, Research, Public Relations, Marketing, Editing, Public Speaking, Grant Writing, Higher Education, Nonprofits
Education
Johns Hopkins University School of Education 2015 — 2018
Doctor of Education (Ed.D.), Entrepreneurship/Entrepreneurial Studies
Boston University 2010 — 2012
Master of Education (M.Ed.), Science Education
Boston University 2011 — 2012
Professional Certificate, Global Ecology Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Environmental Geography; Sociology and Anthropology
University of Wollongong 2003 — 2007
Cohasset HIgh School 1999 — 2003
World Wildlife Fund March 2015 - Present
Johns Hopkins University April 2014 - March 2015
Natural Resource Solutions June 2013 - March 2014
Living Classrooms of the National Capital Region April 2013 - June 2013
Boston University, CURA November 2011 - April 2013
Boston University, Center for Ecology and Conservation Biology January 2010 - November 2011
Save the Harbor/Save the Bay January 2009 - December 2009
State Street November 2007 - December 2008
Skills
Event Planning, Non-profits, Fundraising, Social Media, Microsoft Office, Community Outreach, Microsoft Excel, Research, Public Relations, Marketing, Editing, Public Speaking, Grant Writing, Higher Education, Nonprofits
Education
Johns Hopkins University School of Education 2015 — 2018
Doctor of Education (Ed.D.), Entrepreneurship/Entrepreneurial Studies
Boston University 2010 — 2012
Master of Education (M.Ed.), Science Education
Boston University 2011 — 2012
Professional Certificate, Global Ecology Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Environmental Geography; Sociology and Anthropology
University of Wollongong 2003 — 2007
Cohasset HIgh School 1999 — 2003
Christopher L. Sears's State Street Experience 1997 - 1999
Job Manager, Applications at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
Ju Jiang's State Street Experience June 2005 - May 2007
Job Financial Software Developer at Bloomberg
Industry Computer Software
Experience
Bloomberg March 2009 - Present
State Street June 2005 - May 2007
Skills
Algorithms, C++, Python, Quantitative Finance, Object Oriented Design, Matlab, Unix, SQL, Databases, Derivatives, Probability, Stochastic Calculus, Bayesian statistics, Time Series Analysis, Core Java, Financial Risk..., C, Linux, Java
Education
New York University 2011 — 2014
Master of Science (MS), Financial Mathematics
Colorado State University 2007 — 2009
Master, Computer Science
Zhejiang University 2001 — 2005
Bachelor of Science, Software Engineering
Bloomberg March 2009 - Present
State Street June 2005 - May 2007
Skills
Algorithms, C++, Python, Quantitative Finance, Object Oriented Design, Matlab, Unix, SQL, Databases, Derivatives, Probability, Stochastic Calculus, Bayesian statistics, Time Series Analysis, Core Java, Financial Risk..., C, Linux, Java
Education
New York University 2011 — 2014
Master of Science (MS), Financial Mathematics
Colorado State University 2007 — 2009
Master, Computer Science
Zhejiang University 2001 — 2005
Bachelor of Science, Software Engineering
Donald Lindsay's State Street Experience 1985 - 1996
Job Senior financial services risk management executive
Industry Financial Services
Experience
State Street Bank 2007 - 2012
Investors Bank & Trust 2004 - 2007
State Street Bank 1985 - 2003
State Street Bank 1996 - 1997
State Street 1985 - 1996
The Chase Manhattan Bank N. A. 1967 - 1985
Skills
Enterprise Risk..., Financial Risk, Operational Risk, Financial Services, Risk Assessment, Risk Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Columbia Law School
Bachelor of Laws (LL.B.)/J.D., Securities Regulation
Harvard College
Bachelor of Arts (B.A.) (cum laude), Economics
State Street Bank 2007 - 2012
Investors Bank & Trust 2004 - 2007
State Street Bank 1985 - 2003
State Street Bank 1996 - 1997
State Street 1985 - 1996
The Chase Manhattan Bank N. A. 1967 - 1985
Skills
Enterprise Risk..., Financial Risk, Operational Risk, Financial Services, Risk Assessment, Risk Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Columbia Law School
Bachelor of Laws (LL.B.)/J.D., Securities Regulation
Harvard College
Bachelor of Arts (B.A.) (cum laude), Economics
Martin Sullivan's State Street Experience 2007 - Present
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 1987 - 2006
Skills
Wealth Management..., Institutional..., Trust Services
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics
State Street 2007 - Present
Investors Bank & Trust 1987 - 2006
Skills
Wealth Management..., Institutional..., Trust Services
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics
Mike Bergan's State Street Experience February 2008 - May 2009
Job PORTFOLIO MANAGER at PRIVATE
Industry Financial Services
Experience
PRIVATE September 2009 - May 2013
State Street February 2008 - May 2009
JPMorgan Chase February 2000 - July 2006
Fidelity Investments September 1992 - August 1997
Skills
Fund Accounting, SDLC, Sarbanes-Oxley Act, Variance Analysis, Vendor Management, Process Improvement, Financial Modeling, Securities, Portfolio Management, Financial Reporting, Asset Management, Access
Education
Colorado Technical University 2009 — 2011
ASSOCIATES, MEDICAL BILLING AND CODING
University of Massachusetts at Lowell 1987 — 1992
BS/BA, Finance
PRIVATE September 2009 - May 2013
State Street February 2008 - May 2009
JPMorgan Chase February 2000 - July 2006
Fidelity Investments September 1992 - August 1997
Skills
Fund Accounting, SDLC, Sarbanes-Oxley Act, Variance Analysis, Vendor Management, Process Improvement, Financial Modeling, Securities, Portfolio Management, Financial Reporting, Asset Management, Access
Education
Colorado Technical University 2009 — 2011
ASSOCIATES, MEDICAL BILLING AND CODING
University of Massachusetts at Lowell 1987 — 1992
BS/BA, Finance
Joseph Marrin, CFA, CAIA's State Street Experience July 2007 - November 2008
Job Investment Analyst at Gresham Partners LLC
Industry Investment Management
Experience
Gresham Partners LLC October 2012 - Present
Gresham Partners LLC November 2008 - October 2012
State Street July 2007 - November 2008
Education
College of the Holy Cross 2003 — 2007
BA, Economics, Minor: Accounting
Gresham Partners LLC October 2012 - Present
Gresham Partners LLC November 2008 - October 2012
State Street July 2007 - November 2008
Education
College of the Holy Cross 2003 — 2007
BA, Economics, Minor: Accounting
Jerry Elmore's State Street Experience January 1997 - Present
Job Systems Programmer/Analyst at State Street
Industry Financial Services
Experience
State Street January 1997 - Present
Silver Dollar City December 1994 - December 1996
Education
College of the Ozarks 1990 — 2005
Bachelor of Science, Computer Science, Mathmematics, Poli Science
State Street January 1997 - Present
Silver Dollar City December 1994 - December 1996
Education
College of the Ozarks 1990 — 2005
Bachelor of Science, Computer Science, Mathmematics, Poli Science
Kate Sullivan D'Eramo's State Street Experience December 1987 - April 1990
Job Financial Services Professional
Industry Financial Services
Experience
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
Jamie Courcey's State Street Experience July 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust July 1996 - July 2007
Education
Colgate University 1991 — 1995
State Street July 2007 - Present
Investors Bank & Trust July 1996 - July 2007
Education
Colgate University 1991 — 1995
Jim Bernat's State Street Experience 2002 - 2007
Job Vice President, Brown Brothers Harriman & Co.
Industry Accounting
Experience
Brown Brothers Harriman May 2007 - Present
State Street 2002 - 2007
Education
College of the Holy Cross
BA, Mathematics
Brown Brothers Harriman May 2007 - Present
State Street 2002 - 2007
Education
College of the Holy Cross
BA, Mathematics
Jeff Higgs - work's State Street Experience November 2007 - Present
Job CBCP, VP Business Continuity Sec. Finance at State Street
Industry Financial Services
Experience
State Street November 2007 - Present
Skills
Banking, Financial Analysis, Business Analysis, Risk Management, Mutual Funds, Securities, Equities, Financial Risk, Fixed Income, Business Process..., Hedge Funds
Education
College of the Holy Cross 1972 — 1976
BA, English
Spring Valley High School 1969 — 1972
High School
State Street November 2007 - Present
Skills
Banking, Financial Analysis, Business Analysis, Risk Management, Mutual Funds, Securities, Equities, Financial Risk, Fixed Income, Business Process..., Hedge Funds
Education
College of the Holy Cross 1972 — 1976
BA, English
Spring Valley High School 1969 — 1972
High School
Heath Lytle's State Street Experience September 2007 - December 2007
Job Supervisor at Howe & Company
Industry Accounting
Experience
Howe & Company January 2013 - Present
Howe & Company January 2010 - December 2012
Howe & Company January 2008 - January 2010
State Street September 2007 - December 2007
State Street September 2006 - September 2007
Doulos Ministries June 2005 - August 2006
Skills
Tax Preparation, Accounting, General Ledger, QuickBooks, Journal Entries, Account Reconciliation, Tax, Tax Returns, Income Tax, Financial Reporting, Bookkeeping, GAAP, Financial Accounting, Accounts Payable, Corporate Tax, Accounts Receivable, Financial Statements, Auditing, Fixed Assets
Education
University of Missouri-Kansas City 2007 — 2012
Master of Business Administration (MBA), Marketing, 3.64 GPA
College of the Ozarks 2002 — 2005
Bachelor's of Science, Accounting, 3.45 GPA
Howe & Company January 2013 - Present
Howe & Company January 2010 - December 2012
Howe & Company January 2008 - January 2010
State Street September 2007 - December 2007
State Street September 2006 - September 2007
Doulos Ministries June 2005 - August 2006
Skills
Tax Preparation, Accounting, General Ledger, QuickBooks, Journal Entries, Account Reconciliation, Tax, Tax Returns, Income Tax, Financial Reporting, Bookkeeping, GAAP, Financial Accounting, Accounts Payable, Corporate Tax, Accounts Receivable, Financial Statements, Auditing, Fixed Assets
Education
University of Missouri-Kansas City 2007 — 2012
Master of Business Administration (MBA), Marketing, 3.64 GPA
College of the Ozarks 2002 — 2005
Bachelor's of Science, Accounting, 3.45 GPA
Lisha Zhou's State Street Experience July 2010 - July 2012
Job Risk Quant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Merrill Lynch July 2012 - December 2014
State Street July 2010 - July 2012
PIRA Energy Group March 2010 - May 2010
QuantHouse June 2009 - September 2009
SUNY-Stony Brook University August 2006 - August 2008
Skills
Quantitative Analytics, Derivatives, Fixed Income, Bloomberg, Finance, Financial Modeling, R, VBA, Financial Services, Quantitative Finance, Equities, Data Mining, SAS, Data Analysis, Research, Statistics, Analytics, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation
Education
Columbia Engineering 2008 — 2010
M.S., Operations Research
SUNY-Stony Brook University 2006 — 2008
M.S., Geosciences
Jilin University 2001 — 2006
B.S, Geographical Information System
Morgan Stanley December 2014 - Present
Merrill Lynch July 2012 - December 2014
State Street July 2010 - July 2012
PIRA Energy Group March 2010 - May 2010
QuantHouse June 2009 - September 2009
SUNY-Stony Brook University August 2006 - August 2008
Skills
Quantitative Analytics, Derivatives, Fixed Income, Bloomberg, Finance, Financial Modeling, R, VBA, Financial Services, Quantitative Finance, Equities, Data Mining, SAS, Data Analysis, Research, Statistics, Analytics, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation
Education
Columbia Engineering 2008 — 2010
M.S., Operations Research
SUNY-Stony Brook University 2006 — 2008
M.S., Geosciences
Jilin University 2001 — 2006
B.S, Geographical Information System
Ryan Shanahan's State Street Experience May 2012 - Present
Job Vice President, Finance Controller Sales & Trading and Research Division Global Markets at State Street
Industry Financial Services
Jenkins (Gary)'s State Street Experience May 1994 - March 2000
Job Deputy General Counsel at Voya Financial
Industry Legal Services
Experience
Voya Financial April 2014 - Present
ING July 2008 - Present
CitiStreet April 2000 - June 2009
State Street May 1994 - March 2000
Skills
Individual and Group..., Securities, Privacy Issues, Defined Contribution, Joint Ventures, Defined Benefit, ERISA, Taxation
Education
Columbia College (NY)
Bachelor's Degree
Univesity of Miami
Master of Laws (LL.M.), Taxation
Washinton University School of Law
Doctor of Law (J.D.)
Voya Financial April 2014 - Present
ING July 2008 - Present
CitiStreet April 2000 - June 2009
State Street May 1994 - March 2000
Skills
Individual and Group..., Securities, Privacy Issues, Defined Contribution, Joint Ventures, Defined Benefit, ERISA, Taxation
Education
Columbia College (NY)
Bachelor's Degree
Univesity of Miami
Master of Laws (LL.M.), Taxation
Washinton University School of Law
Doctor of Law (J.D.)
Carolee Burgess's State Street Experience July 2010 - Present
Job Information Security Analyst at State Street
Industry Financial Services
Experience
State Street July 2010 - Present
State Street July 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Education
Northeastern University 2001 — 2003
Master's degree, Professional, Technical, Business, and Scientific Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor's degree, English Language and Literature, General, 3.88
State Street July 2010 - Present
State Street July 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Education
Northeastern University 2001 — 2003
Master's degree, Professional, Technical, Business, and Scientific Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor's degree, English Language and Literature, General, 3.88
Ashley McLean's State Street Experience June 2008 - August 2008
Job Manager at Berkshire Health Systems
Industry Hospital & Health Care
Experience
Berkshire Health Systems June 2014 - Present
Berkshire Health Systems January 2012 - May 2014
Berkshire Health Systems December 2010 - January 2012
WTAS July 2009 - July 2010
State Street June 2008 - August 2008
Berkshire Health Systems May 2006 - August 2007
Skills
Hospitals, Healthcare, EMR, Inpatient, Six Sigma, Physicians, Budgets, Customer Service, HIPAA, Clinical Research
Education
College of Our Lady of the Elms 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Saint Michael's College 2005 — 2009
Bachelor's Degree, Business Administration & Finance
Berkshire Health Systems June 2014 - Present
Berkshire Health Systems January 2012 - May 2014
Berkshire Health Systems December 2010 - January 2012
WTAS July 2009 - July 2010
State Street June 2008 - August 2008
Berkshire Health Systems May 2006 - August 2007
Skills
Hospitals, Healthcare, EMR, Inpatient, Six Sigma, Physicians, Budgets, Customer Service, HIPAA, Clinical Research
Education
College of Our Lady of the Elms 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Saint Michael's College 2005 — 2009
Bachelor's Degree, Business Administration & Finance
Enri Azizaj's State Street Experience February 2007 - May 2008
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC November 2011 - Present
State Street Global Advisors May 2008 - November 2011
State Street February 2007 - May 2008
State Street September 2006 - February 2007
Doonan, Graves & Longoria September 2005 - September 2006
LGDA Albania July 2005 - August 2005
Education
Salem State University 2007 — 2011
Bachelor of Science, Accounting
College of the Holy Cross 2001 — 2005
BA, Political Science
PwC November 2011 - Present
State Street Global Advisors May 2008 - November 2011
State Street February 2007 - May 2008
State Street September 2006 - February 2007
Doonan, Graves & Longoria September 2005 - September 2006
LGDA Albania July 2005 - August 2005
Education
Salem State University 2007 — 2011
Bachelor of Science, Accounting
College of the Holy Cross 2001 — 2005
BA, Political Science
Clay Beccue's State Street Experience April 2008 - October 2009
Job Portfolio Officer at American Riviera Bank
Industry Banking
Experience
American Riviera Bank July 2013 - Present
Loomis, Sayles & Company May 2011 - July 2013
Loomis, Sayles & Company October 2009 - May 2011
State Street April 2008 - October 2009
State Street April 2007 - April 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Financial Analysis, Financial Modeling
Education
College of the Holy Cross 2002 — 2006
Bachelors of Arts, Economics
2016 Level III Candidate in the CFA Program
Portsmouth Abbey School
American Riviera Bank July 2013 - Present
Loomis, Sayles & Company May 2011 - July 2013
Loomis, Sayles & Company October 2009 - May 2011
State Street April 2008 - October 2009
State Street April 2007 - April 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Financial Analysis, Financial Modeling
Education
College of the Holy Cross 2002 — 2006
Bachelors of Arts, Economics
2016 Level III Candidate in the CFA Program
Portsmouth Abbey School
Richard Evans, CFA's State Street Experience September 2010 - April 2015
Job Manager, FI performance and attribution at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Marla Sandifer's State Street Experience August 2002 - Present
Job Fund Accountant at State Street
Industry Accounting
Experience
State Street August 2002 - Present
Education
Colorado Technical University 2007 — 2016
Bachelor of Science (B.S.), Finance, General
State Street August 2002 - Present
Education
Colorado Technical University 2007 — 2016
Bachelor of Science (B.S.), Finance, General
Scott Corrick's State Street Experience 2007 - Present
Job Vice President at State Street
Industry Information Technology and Services
Experience
State Street 2007 - Present
State Street 2001 - 2006
State Street 1998 - 2001
Skills
OTC Derivatives, Project Management, Program Management, Global Custody, Mutual Fund Accounting, Wealth Management..., Application..., Summit FT, Global Plus..., Mutual Funds, Derivatives, Middle Office, Corporate Actions, Fund Accounting, Back Office, Banking, Trading, Financial Services, Swaps, Fixed Income
Education
Colorado State University 1983 — 1987
Bachelor of Science (B.S.) Business Administration, Finance
State Street 2007 - Present
State Street 2001 - 2006
State Street 1998 - 2001
Skills
OTC Derivatives, Project Management, Program Management, Global Custody, Mutual Fund Accounting, Wealth Management..., Application..., Summit FT, Global Plus..., Mutual Funds, Derivatives, Middle Office, Corporate Actions, Fund Accounting, Back Office, Banking, Trading, Financial Services, Swaps, Fixed Income
Education
Colorado State University 1983 — 1987
Bachelor of Science (B.S.) Business Administration, Finance
Lingasamy Subbiah's State Street Experience October 2013 - Present
Job Test Manager / Senior Business QA at State Street
Industry Information Technology and Services
Experience
State Street October 2013 - Present
State Street Bank April 2013 - September 2013
State Street Bank May 2011 - March 2013
JPMorgan Chase February 2010 - April 2011
GE Asset Management June 2009 - January 2010
State Street Bank March 2006 - May 2009
State Street Bank October 2005 - February 2006
Skills
Software Project..., Project Management, SDLC, Quality Center, Requirements Analysis, Requirements Gathering, Global Delivery, Business Analysis, Test Management, User Acceptance Testing, Agile Methodologies, Testing, QTP, Test Automation
Education
College of Engineering, Guindy 2003 — 2006
Master's Degree, Power Systems Engineering, First Class
National Engineering College 1994 — 1998
Bachelor's Degree, Electrical and Electronics Engineering, First Class
State Street October 2013 - Present
State Street Bank April 2013 - September 2013
State Street Bank May 2011 - March 2013
JPMorgan Chase February 2010 - April 2011
GE Asset Management June 2009 - January 2010
State Street Bank March 2006 - May 2009
State Street Bank October 2005 - February 2006
Skills
Software Project..., Project Management, SDLC, Quality Center, Requirements Analysis, Requirements Gathering, Global Delivery, Business Analysis, Test Management, User Acceptance Testing, Agile Methodologies, Testing, QTP, Test Automation
Education
College of Engineering, Guindy 2003 — 2006
Master's Degree, Power Systems Engineering, First Class
National Engineering College 1994 — 1998
Bachelor's Degree, Electrical and Electronics Engineering, First Class
Joshua Nikodym's State Street Experience February 2014 - Present
Job Assistant Director of Fund Administration
Industry Accounting
Experience
State Street February 2014 - Present
NISA Investment Advisors LLC January 2012 - January 2014
NISA Investment Advisors LLC November 2007 - December 2011
Education
Lindenwood University 2011 — 2012
MBA, Finance, Accounting
Columbia College 2002 — 2006
BSBA, Finance, Accounting, Management
State Street February 2014 - Present
NISA Investment Advisors LLC January 2012 - January 2014
NISA Investment Advisors LLC November 2007 - December 2011
Education
Lindenwood University 2011 — 2012
MBA, Finance, Accounting
Columbia College 2002 — 2006
BSBA, Finance, Accounting, Management
Christopher Gildehaus's State Street Experience 1996 - 1998
Job TRADER: INTERNATIONAL EQUITIES
Industry Investment Management
Carol Logan's State Street Experience
Job Vice President at State Street
Industry Financial Services
Experience
State Street
Skills
Asset Management, Fixed Income, Global Custody, Mutual Funds, Bloomberg, Securities, Equities
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts (BA), Economics
State Street
Skills
Asset Management, Fixed Income, Global Custody, Mutual Funds, Bloomberg, Securities, Equities
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts (BA), Economics
Linda Muzere's State Street Experience February 2009 - March 2010
Job Student at Columbia University School of Law
Industry Financial Services
Experience
American Express March 2010 - August 2011
State Street February 2009 - March 2010
Education
Columbia Law School 2011 — 2014
University of Chicago 2004 — 2008
BA, Economics
American Express March 2010 - August 2011
State Street February 2009 - March 2010
Education
Columbia Law School 2011 — 2014
University of Chicago 2004 — 2008
BA, Economics
Brian Talbot's State Street Experience June 2012 - August 2012
Job Quote Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Cerebral Palsy of Massachusetts August 2008 - August 2011
Pure Hockey August 2006 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Sun Life Financial June 2013 - Present
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Cerebral Palsy of Massachusetts August 2008 - August 2011
Pure Hockey August 2006 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Justin Kinney, CFA's State Street Experience October 2001 - May 2003
Job Portfolio Manager/Analyst at St. Albans Global Management
Industry Investment Management
Experience
St. Albans Global Management May 2012 - Present
Stifel Financial Corp. November 2010 - May 2012
Stifel Financial Corp. November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - November 2006
State Street October 2001 - May 2003
Skills
Financial Modeling, Stock Picking, Oil/Gas, Partnerships, Energy Industry, Master Limited..., Financial Analysis, NGL, Natural Gas, Equity Research, Bloomberg, FactSet, Microsoft Excel, CFA, Series 7, Utility Industry, SEC filings, Due Diligence, Asset Management, Capital Markets, Chartered Financial..., Portfolio Management, Valuation
Education
Harvard University 2002 — 2002
Coursework, Derivatives
Colorado State University 1997 — 2001
Bsc, Finance, General
CFA Institute
CFA Institute
St. Albans Global Management May 2012 - Present
Stifel Financial Corp. November 2010 - May 2012
Stifel Financial Corp. November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - November 2006
State Street October 2001 - May 2003
Skills
Financial Modeling, Stock Picking, Oil/Gas, Partnerships, Energy Industry, Master Limited..., Financial Analysis, NGL, Natural Gas, Equity Research, Bloomberg, FactSet, Microsoft Excel, CFA, Series 7, Utility Industry, SEC filings, Due Diligence, Asset Management, Capital Markets, Chartered Financial..., Portfolio Management, Valuation
Education
Harvard University 2002 — 2002
Coursework, Derivatives
Colorado State University 1997 — 2001
Bsc, Finance, General
CFA Institute
CFA Institute
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.