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
Young Life January 2011 - August 2014
Denison University August 2012 - May 2014
Raymond James Financial Inc. September 2013 - April 2014
State Street June 2013 - August 2013
Skyhawks Sports Academy May 2012 - August 2012
Marco's Pizza December 2010 - April 2012
Linc Energy Systems, Inc. May 2010 - August 2010
Skills
Leadership, Social Media, Management, Sales, Microsoft Office, Marketing, Marketing Strategy, Coaching, Microsoft Excel, Finance, Fundraising, Public Speaking, Event Planning, Nonprofits, Research, PowerPoint, Data Analysis, Social Networking, Microsoft Word
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Sylvania Southview
Wintac Software by Intac International September 2015 - Present
Tata Consultancy Services January 2014 - September 2015
Various June 2013 - December 2013
Genzyme March 2013 - June 2013
Fidelity Investments October 2012 - March 2013
Philips Lifeline April 2008 - October 2012
Beacon Hill Staffing Group November 2007 - April 2008
Sapphire Technologies August 2007 - October 2007
State Street August 1998 - June 2007
Dataware Solutions 1996 - 1998
Skills
Agile Methodologies, Web Development, Ruby on Rails, Solution Architecture, SaaS, Databases, SQL, Oracle E-Business Suite, Business Analysis, Microsoft SQL Server, Data Warehousing, XML, PL/SQL, Perl, Software Documentation, SDLC, Git, TCL, HTML, JavaScript, LAMP, C++, Change Control, Information Security, CSS, Ember.js
Education
Dartmouth College 1986 — 1991
BA, Classics, Magna Cum Laude
The Kraft Group October 2014 - Present
The Kraft Group December 2012 - October 2014
State Street June 2008 - December 2012
Gunning Island Retrievers September 1999 - September 2012
Cape Cod Healthcare April 2005 - June 2008
CVS Caremark Corporation June 2004 - September 2004
Skills
Analysis, Equities, Leadership, Accounting, Data Analysis, Fund Accounting, Valuation
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), International Business & Investments
Northeastern University - Graduate School of Business Administration 2009 — 2011
Master of Science in Finance (MSF), Finance
Northeastern University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management
State Street August 2014 - Present
Ernst & Young February 2012 - August 2014
Federal Reserve System 2006 - 2012
American General Finance 2005 - 2006
KeyBank 2000 - 2005
Skills
ALM, Risk Management, Interest Rate Risk..., Liquidity Analysis, Capital Markets, Funding, Interest Rate Hedging, Enterprise Risk..., Dodd-Frank, Basel III, Team Leadership, Funds Transfer Pricing, Strategic Vision, Recovery and Resolution..., Internal Audit, Liquidity Risk..., Investment Portfolio..., Derivatives Trading, Risk Assessment, Coaching Staff, Capital Management, Regulatory Examinations, Business Development, Financial Market..., Liquidity Solutions, Liquidity Risk, Derivatives, Financial Modeling, Banking, Treasury Management, Investments, Financial Services, Bonds, Securitization, Securities, Portfolio Management, Cash Flow Forecasting, Cash Management, Collateral Management
Education
John Carroll University 2004 — 2006
Master of Business Administration
Cleveland State University 1998 — 2000
Bachelor of Business Administration
DePaul University 1996 — 1998
Oak Hill Academy 1994 — 1996
State Street July 2014 - Present
Dartmouth College August 2013 - April 2014
Summer Enrichment at Dartmouth June 2013 - August 2013
Dartmouth College January 2012 - August 2012
Summer Enrichment at Dartmouth March 2012 - June 2012
Skills
Research, Public Speaking, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Data Analysis, Stata, Tableau, Alteryx, Spanish
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Government (graduated with High Honors); Economics Minor
Tuck School of Business at Dartmouth 2013 — 2013
Waukegan High School 2006 — 2010
Stonebridge Homes, Inc. June 2002 - Present
Coldwell Banker Residential Brokerage May 2009 - Present
State Street September 2001 - June 2002
Skills
Real Estate, Finance, Negotiation, Accounting, Sellers, Buyer Representation, First Time Home Buyers, Contract Negotiation, New Home Sales, Condos, Property Management, Real Estate Development, Project Management, Management, Leadership, Investment Properties, Banking, Investments, Relocation
Education
Northeastern University - Graduate School of Business Administration 2008 — 2008
Certificate
Northeastern University 1996 — 1999
Bachelor of Science (BS)
Comcourse August 2008 - Present
dailystrength.org November 2007 - July 2008
Currenex February 2006 - November 2007
State Street February 2006 - November 2007
Yahoo! February 2000 - September 2005
Tech Museum of Innovation February 1995 - February 2000
Skills
PHP, MySQL, CSS, JavaScript, jQuery, HTML, Web Development, Linux, Subversion, Perforce, Apache, Perl, Python, Integration, Agile Methodologies, Quality Assurance, Learning Management..., Software Quality...
Education
De Anza College 1998 — 2002
AA, Systems Programming, Network Programming
San Jose State University 1995 — 1998
Engineering
State Street October 2014 - Present
Starbucks March 2013 - August 2014
Hilton Hampton Inn Boston Natick January 2012 - February 2013
Boston Harbor Hotel November 2010 - January 2012
Cohasset Golf Club May 2009 - September 2010
Cohasset Golf Club May 2007 - September 2010
Hotel 140 October 2009 - March 2010
Agganis Arena at Boston University January 2008 - September 2009
Skills
Customer Service, Hospitality Management, Food, Micros, Opera, Microsoft Word
Education
Boston University 2007 — 2010
Bachelor of Science, Hospitality Administration
UMass Amherst 2006 — 2007
Hospitality & Tourism Management
Deerfield Academy 2005 — 2006
High School Diploma
Winchester High School 2001 — 2005
High School Diploma
SolutionsIQ January 2015 - Present
BigVisible Solutions June 2011 - Present
ICB Venture October 2009 - June 2011
State Street Corporation 2006 - January 2009
State Street 2003 - 2006
State Street 2000 - 2003
Putnam Investments 1996 - 2000
IMI / Ajilon 1995 - 2000
Database Technologies 1996 - 1997
Skills
PMP, Six Sigma, Professional Services, Product Management, Operations Management, Strategic Planning, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, Software Development, Management, Change Management, Start-ups, Leadership, Strategy, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA
Ithaca College 1986 — 1990
BA, English
State Street June 2015 - Present
Zhongxingaoxin Accounting Co.,Ltd. October 2013 - December 2013
Shenyin & Wanguo Securities Co. Ltd. July 2013 - August 2013
Skills
Analytical skill, Research skill, Critical Thinking, Microsoft Excel, Leadership, Microsoft PowerPoint, Communication skill, Windows Presentation..., Project Management, 数据分析, Microsoft Word, 财务, 项目管理, 领导力, 通信, 财务分析, 分析技能, 研究, 分析, 管理人员, 公开演讲, English, Quantitative skill, Data Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Candidate for Master Business Administration and Master of Science in Finance
Hunan University 2010 — 2014
Bachelor of Arts in Economics, Finance
The High School Attached to Hunan Normal University 2007 — 2010
Foxboro Public Schools March 2015 - Present
Mansfield Schools March 2011 - Present
Foxborough Public schools September 2009 - June 2014
Big Orange Media Productions January 2004 - November 2012
Mansfield Fitness Center August 1998 - May 2008
State Street March 1999 - March 2002
Citizens Bank June 1997 - August 2000
Skills
Excel, Word, Microsoft Office, PowerPoint, Customer Service, Customer Relations, Outlook, Budgeting, Access, Writing, Spanish, Photoshop, Strategic Planning, Problem Solving, Promotions, Teaching, Retail, Teamwork, Market Research, Data Entry, Negotiation, Quickbooks, Spreadsheets, Marketing Strategy, Scheduling, Research, Marketing, Microsoft Excel, Microsoft Word, Public Speaking
Education
Johnson and Wales University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Dean College 1995 — 1997
Associate of Science (A.S.), Fashion merchandise
Deerfield Academy August 2013 - Present
3D Lacrosse June 2013 - Present
Bitter Lacrosse June 2011 - Present
Catamount Classic - Lacrosse For A Cure September 2009 - Present
New England Select Lacrosse League June 2008 - June 2013
State Street June 2012 - August 2012
Sandwich Community School June 2003 - August 2011
Skills
Microsoft Office, SPSS, Market Research, Microsoft Word, Microsoft Excel, PowerPoint, Sports, Leadership
Education
University of Vermont 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Deerfield Academy 2006 — 2009
Cardigan Mountain School 2004 — 2006
3i Capital February 2015 - Present
Wellington Management January 2014 - July 2014
State Street May 2013 - August 2013
Iroko Pharmaceuticals, LLC July 2012 - August 2012
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Minitab, Risk Management, Word, Excel, Able to Extract, Fundsuite, Access, Portfolio Management, Finance, Corporate Finance, Equities, Valuation, Business Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BS Dual-Degree Finance & Economics
The Peddie School 2008 — 2010
Shattuck-St. Mary's School 2006 — 2008
State Street April 2015 - Present
State Street June 2012 - March 2015
Genzyme August 2010 - June 2012
Sperian Protection April 2007 - August 2010
Strategic Benefit Advisors April 2006 - March 2007
Blue Cross Blue Shield of Rhode Island February 2005 - April 2006
Blue Cross Blue Shield of RI and MA April 1998 - February 2005
Skills
Employee Benefits, Wellness, Retirement Plans, Vendor Management, Change Management, HR Policies, Internal Communications, Benchmarking, HRIS, Benefits Negotiation, Leadership, Process Improvement, Benefits Administration, Deferred Compensation, Employee Relations, Health Insurance, Human Resources, Onboarding, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University
Masters of Business Administration (MBA)
Rhode Island College
Bachelor's degree, Economics (Management Minor)
Ottawa-Carleton District School Board (OCDSB) August 2015 - Present
Canada College July 2015 - Present
Everest Colleges Canada February 2010 - February 2015
State Street September 2000 - January 2010
BMO Financial Group September 1999 - September 2000
Lester B. Pearson School Board September 1994 - June 1999
Skills
Budgets, Leadership, Higher Education, Analysis, Team Building, Public Speaking, Staff Development, Financial Analysis, Customer Service, Coaching, Career Counseling, Managerial Finance, Adult Education, Leadership Development, Financial Reporting, Sales, Training, Event Planning, Microsoft Office, Strategic Planning, Research, Microsoft Excel, Management, Teaching
Education
McGill University 1990 — 1994
B. ED.
Dawson College 1988 — 1990
Dimplome D'Etudes Collegiales
State Street May 2015 - Present
State Street September 2014 - May 2015
Gestion Les Estanilles Inc. 2008 - 2012
Education
Concordia University - John Molson School of Business 2008 — 2012
Bachelor of Commerce, Major in Accountancy, Minor in Assurance, Fraud Prevention & Investigative Services
Dawson College 2006 — 2008
Commerce
Constitution Capital Partners, LLC October 2007 - Present
Standard Life Investments Private Equity USA April 2006 - October 2007
Lehman Brothers July 2004 - March 2006
State Street September 1995 - July 2002
Skills
Private Equity, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Investments, Capital Markets, Strategy, Equities, Start-ups, LBO, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
Master of Business Administration (M.B.A.), General Management
Dartmouth College 1991 — 1995
Bachelor's Degree, Economics and Engineering Sciences
International School Manila 1987 — 1991
High School
Project LeanNation RI May 2015 - Present
United Natural Foods June 2013 - April 2015
United Natural Foods October 2012 - June 2013
United Natural Foods March 2012 - October 2012
United Natural Foods August 2011 - March 2012
State Street July 2010 - December 2010
Double Eagle Resort and Spa June 2008 - August 2009
SB Shoppe October 2005 - June 2008
Huntington Surf and Sport March 2004 - October 2005
Skills
Leadership, Management, Analysis, Data Analysis, Business Strategy, Marketing, Sales, Supply Chain, Strategic Planning, Business Analysis, Analytics, Customer Service, Forecasting, Process Improvement, Cross-functional Team...
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Business Administration, Corporate Finance
University of California, Los Angeles 2006 — 2008
Bachelor of Arts, History, Political Science
Golden West College 2004 — 2006
General Education
Cetera Financial Group 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
LPL 2006 - 2009
Columbia Management 2005 - 2005
Salomon Smith Barney 1998 - 2005
State Street 1996 - 1998
Skills
Financial Services, Sales Operations, Series 7, Financial Advisory, Investments, Finance, New Business Development, Sales, Alternative Investments, Securities, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MSF, Masters of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS, Business Admin.
Harborfields
Neiman Marcus, Boston, MA November 2010 - Present
Richart Chocolates January 2008 - July 2009
State Street June 2007 - August 2007
Fidelity Investments September 2004 - June 2006
Hill Holliday September 1991 - June 2004
Education
Davidson College 1985 — 1989
BA, Art and Art History
Phillips Academy, Andover 1984 — 1985
High School
JP Morgan January 2011 - Present
Butterfield Fulcrum Group April 2009 - December 2010
Citi September 2004 - January 2009
The Bank of New York 2000 - 2005
State Street 1989 - 2000
Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Strategy, Private Equity, CRM, Mergers, New Business Development, Fund Of Funds, Strategic Planning, Management, Market Research, Relationship Management, Alternative Investments, Equities, Program Management, Fixed Income, Capital Markets, Sales, Product Management, Bloomberg Terminal, Asset Allocation, Banking, Asset Management, Bonds, Business Development, Financial Markets, Fund Accounting, Global Custody, Fund Administration, Institutional..., Investment Banking, Investments, Mergers & Acquisitions, Middle Office, Portfolio Management, Valuation, Mutual Funds, Prime Brokerage
Education
Salem State University 1986 — 1988
MA, Business Education
Dean College 1984 — 1986
AS, Business
Northern Trust July 2013 - Present
State Street May 2007 - January 2012
Bank of New York Mellon July 2000 - November 2006
The Chase Manhattan Bank September 1995 - June 2000
US Trust 1982 - 1995
Skills
Client Development, Pension Funds, Endowments, Change Management, Operations Management, Alternative Investments, Asset Management, Business Development, Portfolio Management, Relationship Management, CRM, Hedge Funds, Capital Markets, Mutual Funds, Investments, Fixed Income, Securities, Risk Management, Investment Management, Equities, Financial Services, Strategy, Management, Sales, Finance, Wealth Management, Banking, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Business
Williams College 2002 — 2002
Executive Program
State University of New York College at Oswego 1978 — 1981
BS, Business
Financial West Group June 2014 - Present
Primerica November 2011 - March 2014
Venture Financial Svcs February 2012 - July 2012
State Street June 2007 - August 2010
Investors Bank & Trust September 1998 - July 2007
BankBoston October 1985 - April 1993
Skills
Investments, Customer Service, Trading, Securities, Fixed Income, Client Service, Insurance, Reconciliation, Corporate Actions, Settlement, Equities, Settlements, Mutual Funds, Accounting, Account Reconciliation, Financial Services, Finance
Education
Utah State University 1975 — 1978
BS, Environmental Studies
Dean College 1972 — 1974
AA, Liberal Studies
Dartmouth College September 2012 - Present
State Street June 2015 - August 2015
The Shine Center October 2014 - December 2014
Dartmouth College June 2013 - June 2014
TRAXYS July 2013 - December 2013
US Lacrosse March 2011 - June 2013
Education
Dartmouth College 2012 — 2016
Bachelor’s Degree, Economics
Mountain Lakes High School 2008 — 2012
High School
Continuum Capital Managers March 2015 - Present
State Street January 2013 - December 2014
State Street November 2010 - December 2012
Partners Capital Investment Group November 2007 - October 2010
McKinsey & Company July 2001 - November 2007
Stamos Associates, Inc. April 1997 - December 1999
Booz Allen Hamilton July 1995 - April 1997
Skills
Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Asset Managment, Investments, Financial Modeling, Portfolio Management, Risk Management, Valuation, Asset Management, Business Strategy, Trading, Equities, Management, Management Consulting, Strategy
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), First-year honors
Dartmouth College 1991 — 1995
AB, Economics, High Honors in Economics
The Massachusetts Eye and Ear Infirmary January 2015 - Present
State Street June 2013 - December 2014
Skills
Vendor Management, Project Management, Data Analysis, Contract Management, Presentation Development, Procurement, Business Process..., Management, Analysis, Business Process, Social Media, Leadership, Research, Public Speaking
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Massachusetts Dartmouth 2006 — 2011
Bachelor's degree, Business Administration, Management and Operations
State Street June 2015 - Present
State Street September 2013 - May 2015
Liberty Mutual Insurance Company - Law Offices of Brown & Black March 2013 - May 2013
Liberty Mutual Insurance Company - Law Offices of Brown & Black March 2012 - May 2012
Northeastern University June 2010 - August 2010
Greater Boston Legal Services December 2009 - February 2010
Wisconsin Supreme Court June 2009 - August 2009
US Army August 1999 - January 2004
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Criminal Law, Civil Litigation, Intellectual Property, Public Policy, Courts, Employment Law, Mediation, Legal Assistance, Trials, Lexis, Securities Regulation, Consumer Law, Personal Injury, Civil Rights, Public Speaking, Legal Compliance, Financial Analysis, Compliance, Financial Accounting, Financial Reporting, Marketing, Business Strategy
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), 3.645
Northeastern University School of Law 2008 — 2012
Doctor of Law (J.D.), Law, Northeastern University School of Law has adopted a grade free evaluation system
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Political Science, 3.669
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
Consulting July 2015 - Present
Voluntary May 2012 - Present
World Bank & Fannie Mae June 2013 - June 2015
PNC May 2012 - May 2013
State Street August 2011 - April 2012
Lockheed Martin March 2010 - October 2010
Designmechanics July 2008 - July 2009
UBS Wealth Management January 2008 - March 2008
UBS Wealth Management April 2007 - August 2007
National Geographic Channel January 2005 - May 2005
Skills
Apache Spark, Big Data, Analytics, Data Science, Machine Learning, Python, Statistics, Databases, R, Statistical Data..., Data Warehousing, Data Analysis, SQL, Business Analysis, Risk Management, Vendor Management, SDLC, Business Objects, Business Intelligence, Analysis, Visio, Fixed Income, Software Development, Testing, Project Management, Integration, XML, Quality Assurance, Resource Management, Derivatives, Microsoft Excel, AML, UML, Oracle, Trading, Financial Reporting, Business Process, Agile Methodologies, Investment Banking, Retail Banking, Bloomberg, Data Quality, Data Governance, Brokerage, Account Reconciliation, Microsoft SQL Server, SWIFT payments, MS Project
Education
HarvardX 2015 — 2015
HarvardX
Stanford University Online Certification 2015 — 2015
Stevens Institute of Technology 2009 — 2010
Cerrtificate course
Stevens Institute of Technology 2006 — 2008
Master’s Degree
Delhi University 1992 — 1996
Bachelors
Edx Berkeley, California
Certificate
CPA and Advisory Company December 2013 - October 2015
Gray Consulting, Inc April 2013 - December 2013
Income Tax Consultant June 2011 - December 2013
Gray Consulting, Inc September 2008 - April 2012
Northeastern University 2010 - 2011
EITC Tax Campaign 2004 - 2008
State Street May 1999 - May 2006
Skills
Tax Advisory, Tax Compliance, Tax Law, Income Tax, Tax Research, Compliance, Tax, Tax Preparation, Account Reconciliation, Auditing, Finance, Bookkeeping, IFRS, CPA, Tax Accounting, Management Consulting, Partnership Taxation, Small Business, Preparation, IRS, Tax Returns, Process Improvement, Corporate Tax, Financial Accounting, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2014
Masters in Taxation, Individual/Corporate/Partnership Income Taxation/Estate and Trusts
Northeastern University - Graduate School of Business Administration 2010 — 2011
Masters in Accounting, Professional Accountancy
Northeastern University 2006 — 2010
B.S., Accounting & Finance
New England College of Business and Finance 2001 — 2004
Bachelor, Finance
State Street January 2015 - June 2015
State Street January 2015 - June 2015
Expreso Gráfico, C.A. July 2014 - August 2014
Saldaña, Carvajal y Vélez Rivé PSC May 2014 - June 2014
Colegio Los Arcos September 2010 - June 2012
Impresionarte Producciones C.A. July 2010 - August 2010
Skills
Leadership, Public Speaking, Influential Communicator, Interpersonal Skills, Research, Analytical Skills, Sports, Running, Basketball, Writing, Reading Comprehension, Debate, Persuasion, Teamwork, Budgets, Social Media, Microsoft Word, Detail Oriented, Microsoft Office, PowerPoint, SPSS, Microsoft Excel, Self-confidence, Determination for..., Bloomberg, Salesforce.com
Education
Northeastern University 2013 — 2017
Bachelor of Science in Political Science and Business Administration, Finance - Law and Public Policy, 3.472
DePaul University 2012 — 2013
Bachelor of Science in Political Science and Management, 3.65
Colegio Los Arcos 2001 — 2012
State Street May 2015 - Present
D'Amore-McKim School of Business Corporate & Executive Education January 2014 - December 2014
State Street January 2013 - June 2013
Beth Israel Deaconess Medical Center January 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Accounting, Tax, Checkpoint, Research, PeopleSoft, Public Speaking, Mathematics, Chinese, English, Self Learning
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2014
Master of Science in Accounting, Accounting, 3.53
D'Amore-McKim School of Business at Northeastern University 2010 — 2014
Bachelor of Science (BS), Accounting, 3.41
State Street Global Advisors April 2015 - Present
State Street Global Advisors March 2011 - April 2015
State Street August 2009 - March 2011
Skills
Mutual Funds, Series 7, ETFs
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Western New England University 2005 — 2009
BS, Marketing
Zions Bank Public Finance December 2013 - Present
State Street June 2012 - January 2013
Cambridge Savings Bank March 2010 - August 2011
Wolf & Company, P.C. September 2007 - March 2010
Skills
Banking, Credit, Credit Analysis, Financial Reporting, Accounting, Risk Management, Financial Risk, Financial Analysis, Internal Audit, Microsoft Excel, Analysis, Internal Controls
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, General
University of Miami 2003 — 2007
BBA, Accounting
self employed 2013 - 2015
State Street May 2000 - 2013
Tucker Anthony May 1999 - May 2000
Fidelity Investments November 1991 - May 1999
Skills
Transition Management, small caps, foreign equities, ETFs, domestic equities, finding liquidity, trading multiple..., maximizing broker..., utilizing dark pools, Risk Management, best execution, Microsoft Excel, technical analysis, Fidessa, Newport, Bloomberg, Series 3, Series 7, Series 8, Series 24, Series 55, Series 63, Equity Trading, FINRA, Settlement
Education
Dartmouth College 1987 — 1991
Bachelor of Science (BS), History
State Street January 2015 - Present
Boston Private May 2012 - December 2014
Skills
Risk Management, Finance, Strategic Planning, Business Analysis, Investments, Internal Controls, Policy, Credit Risk, Strategy, Operations Management, Portfolio Management, Change Management, Capital Markets, Leadership, Internal Audit, Management Consulting, Securities, Investment Banking, Operational Risk, Business Process, Public Relations, Private Equity, AML, Training, Problem Solving, Communication, Negotiation, Strategy Execution, Scenario Analysis, Microsoft Excel, Due Diligence, Hedge Funds, Derivatives, Operational Risk..., Enterprise Risk..., Fixed Income, Government Relations, Innovation, Information Sharing, Cross-functional..., Objectivity, Policies & Procedures, Financial Markets, Financial Instruments, Listening, Financial Risk, Banking, Financial Services, Corporate Governance, Visio
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Master of Arts (MA)
University of Delaware 2000 — 2003
Bachelor of Arts (BA)
State Street August 2012 - Present
Skills
Counterparty Risk, Credit Evaluation, ISDA, Swaps, Repos, Interest Rate..., Credit Derivatives, Risk Monitoring, RAROC, Credit Portfolio..., Contract Negotiation, Hedge Funds, Credit Risk, Financial Institutions, Banking, SLA, Prime Brokerage, Equity Derivatives, Derivatives, Mutual Funds, Fixed Income, Letters Of Credit, Alternative Investments, Market Risk, Equities, Securities Lending, CDS, FX, Fund Of Funds, Money Market, Cash Management, Process Improvement, Reporting & Analysis, Investments, Due Diligence, Risk Management, FX Options, Capital Markets, Credit, Portfolio Management, Financial Risk, Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Dartmouth College 1985 — 1988
Bachelor of Arts, English Literature
Phillips Exeter Academy 1981 — 1984
State Street March 2015 - Present
J.P. Morgan June 2013 - March 2015
BNP Paribas January 2007 - June 2013
Skills
Fixed Income, Middle Office, Derivatives, Trading, Equities, Capital Markets, Asset Management, Bloomberg, Financial Markets, Hedge Funds, Investment Banking, Bonds, Options, Securities, Alternative Investments, Mutual Funds, FX Options, Prime Brokerage, Corporate Actions, Financial Risk, Corporate Finance, Equity Derivatives, Back Office, Settlement, Investments, Financial Modeling, Financial Services, Trading Systems, Portfolio Management, Banking, Bloomberg Terminal, Valuation
Education
University of Delaware 2005 — 2007
Masters, Economics
Delaware State University 2004 — 2005
Master of Business Administration (MBA), Finance, General
Delaware State University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
State Street September 2012 - Present
Putnam Investments April 1997 - September 2012
Skills
SQL, Data Warehousing, SDLC, Agile Methodologies, Business Analysis, Software Project..., Business Intelligence, Databases, Oracle, Requirements Analysis, Requirements Gathering, SOA, Unix, Visio, Financial Services, Vendor Management, Fixed Income, Software Development, Equities, IT Strategy, Integration, Process Improvement
Education
Northeastern University
MS, Finance
Northeastern University - Graduate School of Business Administration
MBA
University of Oklahoma
BS, Mathematics
KB Partners, LLC April 2014 - Present
Accenture April 2011 - Present
Autism Housing Pathways March 2010 - Present
State Street 2005 - August 2010
FleetBoston Financial / Bank of America 1997 - 2004
The MAC Group / Cap Gemini Consulting 1986 - 1997
Telemet America 1984 - 1986
Bank of America 1980 - 1982
Skills
Management Consulting, Strategy, Financial Risk, Mergers, Management, Entrepreneurship, Program Management, Business Strategy, Sales, Mergers & Acquisitions, Asset Managment, Financial Services, Asset Management, Change Management, Leadership, Business Transformation, Strategic Planning, Investments, Capital Markets, Start-ups, Executive Management, Acquisition Integration, Emerging Markets, Private Equity, Organizational..., CRM, Corporate Development, Due Diligence, Venture Capital, Risk Management
Education
Harvard Business School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
Bachelor's degree, Economics
Citi February 2012 - Present
Dossia February 2009 - February 2010
State Street July 2006 - January 2009
Investors Bank & Trust 2006 - 2007
Skills
Strategic Planning, Marketing Strategy, EDGAR, Corporate Governance, Brand Management, Strategy, Research
Education
Simmons College 2010 — 2012
Masters, Business Administration
Trinity College-Hartford 2000 — 2004
Trinity College, Rome Campus 2002 — 2003
Deerfield Academy 1997 — 2000
Renbrook School
State Street Corp March 2007 - Present
Fidelity Investments May 2000 - March 2007
Liberty Funds Group (acquired by BoA in 2001) August 1999 - April 2000
State Street July 1994 - July 1999
Skills
BPO, IT Financial Management, RFP, Vendor Management, Financial Analysis, Cost Accounting, Financial Management, Outsourcing Management, Business Analysis, Outsourcing, Strategy, Analysis, Offshoring, Management, Governance, Financial Services, SDLC, Finance, Managerial Finance, Business Process, Project Portfolio..., PMO, Portfolio Management, Business Planning
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Manhattan College 1987 — 1991
BS, Accounting
State Street August 2010 - Present
UBS Investment Bank August 2007 - April 2010
Skills
Recruiting, Employee Relations, New Hire Orientations, PeopleSoft, Onboarding, Process Improvement, Lean Fundamentals, Sourcing, Screening Resumes, Interview Skills..., Informational Interviews, Human Resources, Talent Management, Talent Acquisition, Time Management, College Recruiting, Interviews, Applicant Tracking..., Employee Benefits, Taleo, Succession Planning, Workforce Planning, Performance Management, Employer Branding, Financial Services, Vendor Management, Hiring, HR Policies, Screening, Graduate Recruitment, HR Consulting, Recruitment Advertising, Benefits Negotiation, Career Development, Employee Training, Temporary Placement, Compensation & Benefit, Temporary Staffing, Executive Search, Organizational...
Education
University of Cambridge 2007 — 2008
Certificate, International Business
Denison University 2003 — 2007
Bachelor of Arts, Economics and Communications
Specialty Glass Products August 2014 - Present
State Street June 2014 - August 2014
Davenport University September 2011 - May 2014
Priority Health May 2013 - August 2013
Skills
Personal Finance, Investments, Corporate Finance, Morningstar Direct, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Teamwork, Social Media, Leadership, Time Management
Education
Davenport University 2015 — 2016
Master of Business Administration (M.B.A.)
Davenport University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
State Street October 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Data Analysis, Time Management, Financial Analysis, Teamwork
Education
Dean College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
University of Massachusetts Boston
Bachelor's degree, Economics
Checkr (YC S14) May 2015 - Present
Jobzam 2015 - Present
Fitmob (Acquired by ClassPass) January 2015 - May 2015
Fluc, Inc 2014 - 2014
Fluc, Inc 2013 - 2014
BigBelly Solar May 2012 - August 2012
State Street July 2011 - December 2011
USRowing 2008 - 2009
Skills
Sales, Entrepreneurship, Direct Sales, Business Strategy, Business Development, Leadership, Strategic Partnerships, Lead Generation, CRM, Start-ups, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University
BSBA, Marketing & Finance
Treacy & Company July 2015 - Present
Treacy & Company August 2014 - June 2015
Vox Sportswear, Inc. December 2011 - December 2013
Alliance Consulting Group June 2013 - August 2013
State Street November 2012 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Government
Masconomet Regional High School 2006 — 2010
Loomis, Sayles & Company May 2014 - Present
Loomis, Sayles & Company August 2010 - April 2014
State Street January 2008 - August 2010
Skills
Mutual Funds, Databases, SQL, VBA, Financial Accounting, Fixed Income, PowerPoint, Hedge Funds, Excel Macros, Portfolio Management, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
Master’s Degree, Finance, General
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Investments and Securities
University of Massachusetts Boston
Bachelor's degree, Economics
Eagle Investment Systems March 2012 - Present
Eagle Investment Systems, LLC August 2006 - March 2012
Eagle Investment Systems March 2002 - March 2012
Eagle Investment Systems January 2000 - March 2002
Eagle Investment Systems September 1998 - January 2000
Keane Consulting 1996 - 1998
Thomson Financial 1994 - 1996
State Street Corp December 1992 - September 1994
State Street October 1991 - December 1992
State Street September 1990 - October 1991
Skills
Eagle PACE, Reference Data, Portia, Fixed Income, Back Office, Market Data, Trading Systems, Bloomberg, Corporate Actions, Investment Management, Fund Accounting, Financial Services, Equities
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Master of Business Administration (M.B.A.)
Merrimack Pharmaceuticals August 2015 - Present
State Street July 2014 - January 2015
Huber Engineered Materials January 2013 - June 2013
Skills
Recruiting, Human Resources, PowerPoint, Outlook, Employee Relations, Microsoft Word, Event Management, Organization Skills, HR Operations, Benefits Administration, Compensation & Benefits
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
Bachelor's degree, Business Administration and Management
George Walton High School 2007 — 2011
High School, 3.75 GPA
Clean Harbors June 2014 - Present
Clean Harbors March 2013 - May 2014
Clean Harbors May 2012 - February 2013
Clean Harbors May 2010 - May 2012
Clean Harbors June 2007 - May 2010
Investors Bank & Trust June 2001 - June 2007
Winfire November 1999 - April 2001
State Street October 1996 - November 1999
Skills
Program Management, Project Management, Business Process..., Process Improvement, PMO, Business Analysis, SDLC, Software Project..., Vendor Management, SQL, Databases, Software Development, Strategy, Requirements Analysis, Analysis, Management, Agile Methodologies, Business Intelligence, IT Strategy, Integration, CRM, Cross-functional Team..., Business Process, IT Management, SaaS, Project Portfolio..., PMP, Requirements Gathering, Enterprise Software, Product Management, Agile Project Management, Enterprise Architecture, Visio, Data Warehousing, Resource Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, High tech business
St. Lawrence University 1992 — 1996
BA, Economics
International Christian University 1994 — 1995
State Street September 2015 - Present
CRTV February 2015 - May 2015
GeoSpatial Analytics March 2014 - November 2014
Netsmart Technologies January 2012 - March 2014
Warehouse One January 2011 - December 2011
The Boeing Company May 2010 - August 2010
Kansas State University January 2010 - May 2010
City of Overland Park May 2008 - August 2008
Ruby Tuesday May 2007 - January 2008
Price Chopper April 2004 - August 2006
Skills
Team Leadership, Microsoft Office, Troubleshooting, Program Management, Leadership, Project Management, Software Documentation, Customer Service, Strategic Planning, Crystal Reports, Microsoft Project, Requirements Gathering, Use Case, Project Planning, Quality Assurance, Wireframes, Process Improvement, Databases, Business Analysis, Management
Education
Kansas State University 2006 — 2010
Bachelors of Science, Business, Management Information Systems
Deakin University 2009 — 2009
International Studies, Business
NY LIFE July 2007 - Present
Glickenhaus & Co. June 2005 - May 2007
Key Bank June 2003 - June 2005
WAMU 2002 - 2003
Banc One/JPM July 1997 - March 2002
State Street June 1994 - May 1997
Painewebber 1990 - 1994
Drexel Burnham Lambert 1985 - 1990
Skills
Investment Banking, Credit, Hedge Funds, Alternative Investments, Mutual Funds, Risk Management, Credit Analysis, Equities, Financial Analysis, Securities, Private Equity, Wealth Management, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Strategic Financial..., Mergers, Cash Management, Retirement Planning
Education
Univ 1999 — 2001
MBA, BUSINESS/FINANCE
Denison University 1981 — 1985
BA, Economics
Bishop Hendricken High School 1977 — 1981
Bracebridge Capital, LLC February 2014 - Present
State Street May 2013 - February 2014
State Street February 2011 - May 2013
360 Huntington Fund September 2010 - September 2011
Income Works January 2010 - May 2010
Cape Cod Baseball League May 2007 - September 2007
Skills
Financial Analysis, Investments, Equity Research, Asset Allocation, Valuation, Hedge Funds, Private Equity
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master's Degree, Finance
Western New England College 2006 — 2010
Bachelor of Science in Business Administration, Finance
State Street January 2006 - December 2013
Investors Bank & Trust 2005 - 2006
Lo Jack Corporation 2003 - 2004
Herb Chambers Honda 2000 - December 2001
Skills
Great team builder, Communication, Leadership, Highly detail oriented, Strategy Implementation, Self-motivated Team..., Professional
Education
Dean College
Associate's Degree, AS, Management with a Concentration in Marketing
Suffolk University
Bachelor's Degree, BS, Management with a concentration in Finance
Freddie Mac November 2011 - Present
Fannie Mae Corporation June 2010 - October 2011
Bank of America October 2009 - June 2010
State Street April 2009 - October 2009
Brown Brothers Harriman March 2008 - January 2009
State Street January 2007 - February 2008
ABN AMRO February 2006 - December 2006
Skills
Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, Requirements Analysis, Visio, Vendor Management, SAS, User Acceptance Testing, Fixed Income, Risk Management, Banking, Business Objects, Business Intelligence, Financial Modeling, Derivatives, Bloomberg, Business Process..., Credit Risk, Financial Services, Analysis
Education
Delhi University
Bachelors of Business Administration, Finance & Economics
SBM
The University of Akron
MBA, Finanace & Accounting
State Street October 2012 - Present
Goldman Sachs November 2011 - October 2012
Maples FS January 2009 - June 2011
Ernst & Young October 2007 - January 2009
Ernst & Young Ltd October 2006 - September 2007
Deloitte & touche November 2005 - September 2006
SGV & Co. November 2002 - October 2005
Skills
Geneva, Advent Partner, Bloomberg, Accounting, Financial Accounting, Hedge Funds, Auditing, Finance, Financial Analysis, Financial Reporting, IFRS, US GAAP
Education
De La Salle University 1998 — 2002
Bachelors, Accountancy
Theresian School of Cavite
State Street June 2011 - Present
China Guangfa Bank June 2007 - February 2008
China Guangfa Bank January 2005 - May 2007
China Guangfa Bank July 2004 - December 2004
Skills
credit risk analysis, statistics and data..., Enterprise Risk..., S&P, Bankscope, RMS
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance
Nanjing University 2000 — 2004
Bachelor, Finance
State Street June 2013 - Present
Army National Guard June 2013 - Present
State Street April 2011 - June 2013
Restaurant Associates / Wolfgang Puck Catering November 2008 - April 2011
Boston Pedicab May 2008 - May 2010
MRO Software January 2007 - June 2007
TUV America January 2006 - June 2006
GE Consumer & Industrial (Lighting DIvision) January 2005 - June 2005
Skills
Mac OS X, Market Research, Product Marketing, Marketing Communications, Administration, Data Analysis, Data Entry, Telephone Skills, Competitive Analysis, Photoshop, PowerPoint, Excel, Word, Teamwork, Time Management, Research, Customer Relations, Problem Solving, Customer Service, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2013
MBA, Marketing and Corporate Renewal
Northeastern University 2003 — 2008
Bachelor of Science Degree, Business Administration; Marketing and Management
Colorcon August 2011 - April 2013
ING August 2007 - November 2010
SEI March 2003 - August 2007
Habitat for Humanity 2001 - 2002
State Street February 1994 - September 2001
Education
CFA Institute
Claritas Investment Certificate
Delaware County Community College
Certificate in Human Resource Management
McGill University
Bachelor of Education
Bracebridge Capital, LLC November 2011 - June 2014
State Street December 2009 - October 2011
State Street August 2008 - November 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2008
AB, Economics, Government
State Street May 1999 - Present
Eaton Vance June 1996 - May 1999
Skills
Portfolio Management, Mutual Funds, Financial Reporting
Education
Daniel Webster College 1992 — 1996
INTECH Investment Management LLC January 2015 - Present
INTECH Investment Management LLC March 2013 - January 2015
ADT January 2013 - March 2013
Morgan Stanley / ATOS June 2003 - January 2013
State Street August 1999 - June 2003
Datawatch June 1999 - August 1999
Fidelity Investments January 1998 - June 1999
Skills
Disaster Recovery, IT Management, Active Directory, Visio, Windows Server, Vendor Management, SharePoint, ITIL, Project Management, Citrix, VMware, Risk Management, CompTIA A+ Certification, Blackberry Enterprise..., Good Technology, MobileIron, Remote Desktop, Desktop Administration, Windows, Data Center, IT Service Management, Information Technology, Technical Support, System Administration, Infrastructure, XP, Troubleshooting, Windows 7, Network Administration, Operating Systems, Servers, Computer Hardware, DNS, Incident Management, IT Operations, IT Strategy, TCP/IP
Education
Salem State College 1994 — 1997
Business Administration and Management, Finance
Daniel Webster College 1998 — 1998
Introduction to Computer Networks
American School of Santo Domingo 1987 — 1993
High School/Secondary Diplomas and Certificates
IBM November 2013 - Present
IBM May 2012 - November 2013
IBM May 2011 - June 2012
IBM July 2009 - May 2011
State Street June 2008 - December 2008
Liberty Mutual Insurance Group February 2006 - June 2007
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
Northeastern University 2000 — 2003
Ridgefield High School 1995 — 1999
State Street March 2015 - Present
Citizens Bank April 2013 - March 2015
State Street Corporation October 2007 - April 2013
Skills
Data Analysis, Excel, Business Analysis, Analysis, Credit Risk, SQL, Basel II, SAS, Capital Markets, Risk Management, Microsoft SQL Server, Data Management, Data Quality
Education
Northeastern University - Graduate School of Business Administration 2008 — 2011
MSF
Providence College 2002 — 2005
Tradition December 2014 - Present
State Street January 2013 - Present
BGC Partners/eSpeed 2004 - Present
Cantor Fitzgerald March 2004 - December 2013
Skills
Series 7, Series 63, Bloomberg, Electronic Trading, Financial Markets, Fixed Income, Investments, Trading, Trading Systems, Equities, FX Options, Options, Securities
Education
Denison University 1997 — 2001
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
STATE STREET GLOBAL MARKETS November 2011 - Present
Pulse Trading April 2002 - November 2011
State Street November 1996 - April 2002
Fidelity Investments September 1994 - November 1996
Skills
Series 7, Series 63, Series 55, FINRA, Securities, Electronic Trading, Trading, Trading Systems, Equities, Series 24, Investments, Options, Hedge Funds, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Financial Markets, Asset Management, Middle Office
Education
Dean College
University of Nevada-Las Vegas
harwich
State Street Bank November 1997 - Present
putnam 1997 - 2004
state street 1997 - 2004
putnam 1997 - 2004
Education
Suffolk University - Sawyer School of Management 2006 — 2008
BS, Business Administration
Dean College 2001 — 2004
Associates
State Street September 2013 - Present
NTT Data (Client: TD Bank) May 2008 - August 2013
Emtec ( Client: Freddie Mac) April 2006 - February 2008
Emtec, Inc. (Client : IDT Corporation, Bristol Myers Squibb Co) April 2004 - April 2006
South Dakota State University January 2003 - August 2004
Digital Think / TCT December 2000 - August 2002
HCL Infosystems Ltd December 1998 - December 2000
Skills
Risk Management, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, Business Intelligence, SQL, Requirements Gathering, Agile Methodologies, Enterprise Architecture, Oracle, Unix, IT Strategy, PMP, Data Modeling, Integration, Retail Risk Management, Credit Risk, Basel - II , Dodd Frank, Data Analytics, Quantitative Analysis, Testing, User Acceptance Testing, Databases, Business Requirements, Software Documentation, DB2, SDLC, Vendor Management, Quantitative Analytics, Program Management, Quality Center, Test Planning, Solution Architecture
Education
Dakota State University 2010 — 2015
Doctorate, Information Systems, 3.95
South Dakota State University 2002 — 2004
MS, Computer Science, 3.95
University of Calcutta 1999 — 2001
MBA, Systems
University of Calcutta 1994 — 1997
BS, Physics - major, Mathematics, Honors - Physics
St Lawrence High School 1982 — 1994
high school
John Hancock Financial Services July 2014 - July 2015
State Street 2013 - 2014
State Street 2011 - 2013
State Street 2009 - 2011
Deloitte 2008 - 2009
Time Warner Inc. 2006 - 2008
Deloitte 2003 - 2006
Skills
US GAAP, Accounting, Financial Analysis, IFRS, SOX 404, Financial Accounting, Financial Audits, Sarbanes-Oxley, COSO, Business Process..., Business Transformation, Internal Controls, Internal Audit, External Audit, Corporate Finance, Project Management, SEC filings, Analysis, Sarbanes-Oxley Act, SEC Filings, Auditing, Financial Services, Risk Management, Leadership
Education
DePaul University 1999 — 2003
Bachelor of Science (BS), Accounting
Northeastern University March 2015 - Present
Northeastern University November 2013 - March 2015
Apple August 2012 - November 2013
Apple August 2009 - August 2012
Apple October 2008 - August 2009
Delessert Financial Services June 2007 - September 2008
State Street June 2006 - May 2007
State Street 2005 - 2006
State Street 2002 - 2005
State Street January 2000 - April 2003
Skills
Customer Presentations, Technical Presentations, Video Editing, Mac OS X, Mac, Mac OS, iPhone, iWork, Social Media, Microsoft Office, Photoshop, Adobe Creative Suite, PowerPoint, Microsoft Excel, OS X, Final Cut Pro, iLife, Windows, Troubleshooting, Computer Hardware, Technical Support, Financial Services, Keynote, Training
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2015
Graduate Certificate in Business Administration and Management
Northeastern University
Bachelor of Science (BS), Business Administration
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2012 - June 2013
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual February 2011 - September 2011
WilmerHale January 2011 - January 2011
e-Dialog May 2009 - June 2009
Keane October 2008 - February 2009
State Street March 2008 - April 2008
Sun Life Financial March 2007 - September 2007
Fidelity Investments September 1999 - February 2007
Skills
Project Management, Data Analysis, Project Planning, Business Development, Forecasting, Research, Business Analysis, Budgets, Software Documentation, Analytics, Finance, Customer Service, Visual Basic, Financial Analysis, Financial Modeling, CRM, Risk Management, Process Improvement, Microsoft Excel, Strategic Planning
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, History
State Street
Skills
Data Warehousing, Netezza, Database Tools, Data Modeling, Sybase, Market Data, Data Architecture, Master Data Management, Data Governance, ETL, Data Quality, Informatica, Performance Tuning, Database Design, Data Warehouse..., Agile Methodologies, Business Analysis, SDLC, Software Project..., Oracle Database, Requirements Analysis, SQL
Education
Dartmouth College 1982 — 1984
Master of Engineering
McGill University 1979 — 1982
PAR Capital Management January 2012 - Present
Northern Pines Capital, LLC September 2009 - January 2012
Delta Partners, LLC November 2003 - September 2009
State Street 2000 - 2003
Serono 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2007
State Street February 2013 - Present
State Street February 2007 - February 2013
State Street 2004 - 2009
State Street (formerly Investors Bank & Trust) 2004 - 2008
Skills
Equities, Mutual Funds, Securities, Investments, Fixed Income, Asset Management, Financial Analysis, Alternative Investments, Risk Management, Financial Services, Hedge Funds, Fund Accounting, Capital Markets, Derivatives, Private Equity
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.), Investments and Securities
Dartmouth College 2000 — 2004
Bachelor of Arts (B.A.)
Johnson & Johnson August 2015 - Present
EY June 2012 - Present
State Street August 2006 - May 2012
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust August 2005 - August 2006
United States Marine Corps November 2004 - December 2005
DEITRICH GENERAL CONTRACTOR January 1999 - January 2004
VECTOR MARKETING CORPORATION May 2001 - August 2001
AIDS UND KIND (AIDS AND CHILD) September 1997 - June 1999
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance & Marketing
Syracuse University 1999 — 2004
BS, Psychology
Inter-Community School of Zurich 1994 — 1999
IB
Silicon Valley Bank March 2015 - Present
Ryder Supply Chain Solutions January 2013 - March 2015
State Street June 2010 - 2012
Bear Stearns June 2007 - November 2010
State Street Bank August 2004 - June 2007
Skills
Mutual Funds, Trading, Bloomberg, Investments, Equities, Portfolio Management, Securities, Fixed Income, Wealth Management, Fund Accounting, Banking, Financial Reporting, Microsoft Office
Education
Northeastern University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
Roger Williams University 2000 — 2004
BS, Finance
EMC January 2009 - Present
First Marblehead January 2004 - December 2008
State Street October 1999 - November 2004
Skills
Enterprise Software, Management, Product Management, Vendor Management
Education
Daniel Webster College 1997 — 1999
Embry-Riddle Aeronautical University 1995 — 1997
Aeronautical Science
State Street Bank April 2013 - Present
State Street May 2010 - March 2013
State Street March 2008 - April 2010
Dartmouth College: Department of Economics July 2006 - September 2007
Skills
Analysis, Financial Analysis, Financial Modeling, Analytics
Education
Dartmouth College 2002 — 2006
Economics (with Honors) and Government
Liberty Mutual Insurance May 2015 - Present
GMO May 2014 - May 2015
State Street October 2012 - April 2014
State Street March 2011 - September 2012
State Street February 2010 - March 2011
Skills
Investments, ETFs, Mutual Funds, Equities, Fixed Income, Portfolio Management, Risk Management, Financial Reporting, Bloomberg, Analysis, Process Improvement, Bonds, Microsoft Excel, Compliance, Data Analysis, Securities, Financial Modeling, Fund Accounting, Bloomberg Terminal, Financial Analysis, Valuation
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
MBA, Investments and Corporate Renewal, 3.6 GPA
Fitchburg State College 2004 — 2009
Major; Business, Economics, and Computer Science, Magna Cum Laude
Malden High School
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
State Street April 2011 - Present
State Street February 2003 - April 2011
Fusion Technology Group August 2000 - February 2003
Primus Telecommunications India Ltd September 1999 - August 2000
Business India Information Technology Ltd. October 1997 - September 1999
Skills
Integration, Management, Web Services, Disaster Recovery, Vendor Management, Project Management, Trading Systems, XML, Requirements Analysis, System Administration, SDLC, Network Engineering, Process Improvement, Enterprise Architecture, Networking, Data Center, IT Strategy, PMP, Business Analysis
Education
All India Management Association - Center for Management Education 1996 — 1998
MBA
Delhi University 1993 — 1996
BSC
Atlantic Trust September 2007 - January 2009
State Street January 2005 - September 2007
Coldwell Banker May 2004 - May 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Investment Analysis
University of Connecticut
BA, International Relations
Università degli Studi di Firenze
Italian language, history, culture & arts
State Street 2004 - Present
Education
Dartmouth College 1998 — 2002
BA, Economics
Belmont Hill School
Fidelity Investments June 2010 - Present
State Street July 2007 - March 2009
Investors Bank & Trust 1992 - 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Isenberg School of Management, UMass Amherst
Bachelors, Finance
The Wall Street Journal July 2015 - Present
The Wall Street Journal September 2013 - Present
Newsweek and The Daily Beast July 2012 - September 2013
Federated Media Publishing, Inc. January 2011 - July 2012
Federated Media Publishing, Inc. July 2010 - January 2011
State Street February 2009 - June 2010
Monadnock Music Festival June 2008 - August 2008
Skills
Digital Media, Digital Strategy, Online Advertising, Social Media, Digital Marketing, Social Media Marketing, Content Strategy, Integrated Marketing, Interactive Marketing, New Media, Advertising, Facebook, Blogging, Web Analytics, Marketing, Analytics
Education
Dartmouth College 2004 — 2008
BA, Economics major, Music minor
Milton Academy
Class of 2004
Make-Up Artist April 2010 - January 2014
State Street January 2008 - July 2012
Skills
Microsoft Excel, Analysis, Customer Service, Cosmetics, Retail, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Training, Management, Accounting, Budgets, Coaching, Social Media, Sales, Strategic Planning, Leadership, Property & Casualty..., Life Insurance
Education
Airbrush Make-Up Workshop by Candace Corey 2010 — 2010
Certificate, Airbrush Make-Up Application
The Make-Up Artist Workshop by Candace Corey 2010 — 2010
Certificate, Make-Up Application
Dallas Baptist University 2002 — 2004
MBA, International Business Administration
Dallas Baptist University 2001 — 2002
BS, Accounting
EMC June 2006 - Present
State Street July 2000 - June 2006
FM Global May 1988 - July 2000
Skills
Virtualization, VMware, Disaster Recovery, Storage Area Networks, Storage, SAN, Data Center, VMware ESX, High Availability, Servers, Cloud Computing, VMware Infrastructure, vSphere, Red Hat Linux, Integration, Solution Architecture, Enterprise Architecture
Education
Johnson & Wales University 1996 — 1998
BS, Information Management
Dean College 1989 — 1993
AS, Computer Science
Apptio September 2011 - November 2014
CDI IT Solutions April 2011 - September 2011
State Street July 2004 - December 2010
State Street Global Advisors March 2001 - June 2004
Middleware Consulting 1999 - February 2001
Sybase February 1997 - December 1998
Stream International August 1995 - February 1997
Skills
Business Analysis, Systems Analysis, Process Mapping, Business Process Design, Lean Sigma, Agile, Software Development
Education
D'Amore-McKim School of Business at Northeastern University
MSF/MBA, Finance, Business Administration
San Diego State University-California State University
BA, Transportation and Urban Geography
University of New Hampshire
Civil engineering
University of Pittsburgh
Semester at Sea program
State Street August 1989 - Present
State Street Bank 1989 - Present
Skills
Fund Accounting, Equities, Financial Services, Mutual Funds, Fixed Income, Derivatives, Portfolio Management, Back Office, Process Improvement, Asset Management, Investments, Business Analysis, Hedge Funds, Vendor Management, Risk Management, Securities, Business Transformation, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSF, Finance
Eastern Nazarene College 1985 — 1991
BS, Computer Information Systems
Olmstead Associates 2004 - Present
State Street 2004 - Present
Investors Bank & Trust 1998 - 2002
Bank of Boston 1988 - 1998
Skills
Fixed Income, Financial Services, Corporate Actions, Fund Accounting, Equities, Bloomberg, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1988
MBA, Finance
State Street December 2010 - Present
Finadium LLC August 2009 - November 2010
Fidelity Capital Markets June 2007 - December 2008
State Street Corp. 1985 - 2007
Education
Northeastern University - Graduate School of Business Administration
MBA
State University of New York at Buffalo
BA, Anthropology
Vermont Youth Conservation Corps March 2015 - Present
Merchants Bank December 2012 - December 2014
Merchants Bank 2011 - 2012
Merchants Bank 2010 - 2011
Merchants Bank 2007 - 2010
Merchants Bank 1998 - 2007
Green Mountain Capital 1993 - 1995
State Street 1991 - 1992
Vermont Agency Of Development And Community Affairs 1989 - 1991
Merchants Bank 1987 - 1988
Skills
Banking, Commercial Banking, Loans, Financial Analysis, Investments, Portfolio Management, Loan Origination, Management, Credit, Credit Analysis, Strategic Planning, Mortgage Lending, Underwriting, Commercial Lending, Accounting, Small Business Lending, Marketing Strategy, Team Building, Retail Banking, Operations Management, Operational Planning, Core Banking..., Core Banking, Deposit Operations...
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
M.S., Masters of Business Administration
Middlebury College 1974 — 1978
B.A., American Studies
Cartica Capital December 2013 - Present
State Street June 2010 - Present
Education
Denison University
State Street March 2010 - Present
Fidelity Investments May 1996 - March 2009
Fidelity Investments January 1993 - March 2009
Special Equities January 1999 - January 2009
Foreign Exchange January 1996 - January 1999
Fidelity Investments October 1993 - May 1996
Fidelity Accounting and Custody Services January 1993 - January 1996
Skills
Trading Systems, FX Options, Trading, Fixed Income, Bloomberg, Investment Banking, Electronic Trading, Financial Services, International Capital..., Portfolio Management, Management, Equities, Banking, Bonds, Financial Markets, Finance, Financial Risk
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
Masters of Business Administration
University of Connecticut 1989 — 1993
Bachelor of Science, Business Administration / Finance
Maastricht University 1992 — 1992
International Studies in Business and Economics
NORTHEASTERN UNIVERSITY
Master, Business Administration
THE UNIVERSITY OF LIMBURG
Economics and Business
University of Connecticut
Bachelor of Science, Business Administration
State Street January 2008 - June 2008
Northeastern University September 2005 - September 2007
Horizon Management Group, LLC January 2007 - June 2007
Volpe Center January 2006 - June 2006
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA, Accounting
Northeastern University 2004 — 2009
BSBA, Accounting/Finance
AB February 2015 - Present
Brown Brothers Harriman April 2010 - July 2012
State Street December 2009 - April 2010
State Street September 2006 - November 2008
Skills
Project Management, Financial Services, Business Process..., Business Analysis..., Consulting
Education
Northeastern University
Master's degree, project management
Northeastern University - Graduate School of Business Administration
Master's degree, Finance
University of New Hampshire
Bachelor, Finance
State Street May 2014 - Present
State Street October 2010 - May 2014
LarsonAllen September 2006 - November 2010
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2008
Master of Science in Taxation
Providence College 2002 — 2006
Bachelor of Science in Accountancy
Boston Medical Center July 2013 - Present
Ernst & Young September 2011 - April 2013
State Street June 2008 - February 2011
Cengage Learning May 2007 - September 2007
Newspoll July 2006 - November 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Financial Modeling, Accounting, Social Media, Forecasting, Data Analysis, Outlook, Budgets, Analysis, Public Speaking, Marketing, Auditing, Financial Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
MSA/MBA, Accounting
Skidmore College 2004 — 2008
Bachelor of Arts (B.A.), Business/Commerce, General
Citizens Financial Group, Inc. May 2010 - Present
State Street September 2007 - April 2010
Citizens Financial Group, Inc. July 2006 - March 2007
Bank of America May 2004 - May 2006
FleetBoston Financial October 2003 - April 2004
FleetBoston Financial October 2001 - September 2003
FleetBoston Financial October 1999 - September 2001
BankBoston October 1998 - September 1999
BankBoston July 1995 - September 1998
BankBoston June 1992 - June 1995
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), Marketing concentration
Dartmouth College 1971 — 1973
Bachelor of Arts (BA), Mathematics
Wellesley College 1969 — 1971
Bachelor of Arts Candidate, Bachelor of Arts Candidate
Putnam Investments April 2002 - Present
State Street May 1993 - April 2002
Skills
Fixed Income
Education
Boston University 1987 — 1991
MBA, Finance
Dartmouth College 1985 — 1987
MSEE, Information Systems
University of Houston 1983 — 1985
BSEE, Electrical Eng.
Global Association of Risk Professionals
FRM, Financial Risk Manager
CFA Institute
CFA, Chartered Financial Analyst
The Ohio State University January 2012 - Present
State Street June 2015 - August 2015
The Ohio State University September 2011 - December 2014
Owens Corning May 2014 - August 2014
State of Ohio Government December 2012 - September 2013
HOERBIGER August 2012 - March 2013
China Galaxy July 2010 - August 2010
GE Power & Water May 2010 - July 2010
Skills
C++, C, VBA, Matlab, SAS, GAMS, R, SPSS, Python, Algorithms, Microsoft Office, Time Series Analysis, Analysis, Bloomberg, Java, Arena Simulation..., Microsoft Excel, LaTeX, Minitab, Operations Research, Monte Carlo Simulation, Data Mining, AMPL, Mathematica, Simscript, Linux, Photoshop, Adobe Design Programs, adobe indesign, Gretl
Education
The Ohio State University 2011 — 2017
Doctor of Philosophy (Ph.D.), Operations Research
Harvard University 2015 — 2015
Capital Markets and Investments
Washington University in St. Louis 2009 — 2011
Bachelor's Degree, Systems Engineering, Business
Denison University 2006 — 2011
Bachelor's Degree, Physics, Maths
PIMCO August 2011 - Present
State Street November 2009 - August 2011
State Street May 2008 - November 2009
State Street June 2006 - May 2008
Education
Dartmouth College 2002 — 2006
Bachelor of Arts
ProFunds Group November 2012 - Present
JPMorgan Chase October 2008 - October 2012
State Street December 2006 - October 2008
Skills
Financial Reporting, Mutual Funds, Financial Management, Financial Analysis, Accounting, Financial Accounting, Risk Management, Managerial Finance, Fund Administration, Financial Modeling, Banking, Due Diligence, Financial Services, Portfolio Management, Equities, Investments, Asset Management
Education
Northeastern University - Graduate School of Business Administration
Masters, Finance
Yaba College of Technology, Lagos - Nigeria
Accountancy
State Street Corporation 2011 - Present
State Street 2008 - 2010
Sovereign Bank 2005 - 2008
State Street 1994 - 2005
Bank of Boston 1985 - 1994
Arthur Andersen 1978 - 1982
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Emphasis in Finance
University of Massachusetts, Amherst
BBA, Accounting
Repligen Corporation April 2015 - Present
CFGI November 2013 - April 2015
PricewaterhouseCoopers September 2009 - November 2013
State Street May 2006 - December 2006
Skills
US GAAP, Financial Reporting, Auditing, Sarbanes-Oxley Act, Accounting, Consulting, GAAP, CPA
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MSA, Accounting
Northeastern University 2004 — 2008
BS BA, Accounting
Highland Capital Brokerage-NW 2011 - Present
First American Insurance Underwriters April 2011 - June 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2003 - 2010
Sun Life Financial 1999 - 2003
State Street 1998 - 1999
Boston Financial Data Services 1996 - 1998
Signature Flight Support 1991 - 1996
Education
Daniel Webster College
BS, Management
Ditech Mortgage Corp November 2013 - Present
First Home Mortgage August 2012 - November 2013
PrimeLending March 2011 - August 2012
JP Morgan Chase June 2010 - April 2011
PNC Mortgage September 2008 - June 2010
Wells Fargo Bank September 2007 - September 2008
Countrywide Home Loans Corporation, Full Spectrum Lending February 2004 - September 2007
State Street June 2000 - February 2004
Skills
FHA, Mortgage Banking, USDA, FHA financing, VA loans, Loans, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Government Loans, Non-Conforming, Real Estate Financing, FHA Financing, VA Loans
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2002
Bachelor of Science in Business Administration, Finance & Marketing
St. John's Prep in Danvers, MA. 1994 — 1997
H.S Diploma, College Prep
Thermo Fisher Scientific January 2015 - Present
Thermo Fisher Scientific April 2011 - December 2014
Fidelity Investments April 2008 - January 2011
State Street 2007 - 2008
Dresser-Masoneilan 2003 - 2007
Skills
Financial Modeling, Strategic Financial..., Forecasting, Finance, Budgets, Analysis, Financial Services, Pricing, Financial Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Corporate Finance, Financial Reporting, Cost Accounting, Mergers & Acquisitions, Process Improvement, Valuation, Cross-functional Team..., Manufacturing
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA
Shanghai University of Finance and Economics 1997 — 2000
Master, Economics
Shanghai University of Finance and Economics 1993 — 1997
Bachelor, International Finance
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
J.P. Morgan May 2014 - September 2014
NU Collegiate Alternative Investments Summit (CAIS) February 2012 - September 2013
Merrill Lynch January 2013 - June 2013
State Street January 2011 - June 2011
Bank of China July 2010 - July 2010
Skills
Access, Outlook, Credit Risk, Derivatives, MS Excel Pivot Tables, VBA, SQL, Data Analysis, Teamwork, Cross-functional..., Reporting & Analysis, Bloomberg Terminal, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
BSBA, Finance, MIS, Magna Cum Laude
Nankai High School 2006 — 2008
AEW Capital Management November 2014 - Present
Choate, Hall & Stewart April 2011 - November 2014
State Street July 2007 - April 2011
Investors Bank & Trust March 2006 - June 2007
Skills
Management, Accounting, Analysis, Account Reconciliation, Financial Analysis, Securities, Finance, Financial Reporting, Outlook, Microsoft Excel, Access, Invoicing, Banking, Project Management, Microsoft Office, PowerPoint
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MS, Accounting
Hofstra University 2001 — 2005
BBA, Accounting
HSBC October 2012 - Present
HSBC August 2010 - September 2012
HSBC May 2007 - July 2010
JPMorgan Chase March 2005 - May 2007
State Street September 2003 - May 2005
American Express 1995 - 2000
Skills
CISA, CISSP, Operational Risk..., Auditing, IT Security, Credit Cards, Internal Audit, IT Audit, Financial Regulation, Legal Compliance, SOX Compliancy, GLBA, PCI Standards, HIPPA, Data Privacy, Sarbanes-Oxley, FSA, OCC, FRB, Business Relationship..., Third Party Vendor..., Digital Channels, Strategic Planning, Merger and Acquisition..., SAS70, Information Security..., Software Engineering, Quality Assurance, Operational Due..., SDLC, Enterprise Risk..., HIPAA, Banking, Information Security, Information Technology, PCI DSS, Sarbanes-Oxley Act, Risk Management, Financial Risk
Education
DePaul University 2001 — 2003
Master of Science (MS), Software Engineering
South Eastern University 1994 — 1995
Master of Business Administration (MBA), Financial Management
Leo Orsi November 2014 - Present
PAREXEL International March 2012 - November 2014
Tufts Health Plan September 2007 - January 2012
Dynamics Research Corporation 2004 - September 2007
NORESCO June 2003 - March 2005
State Street May 2002 - June 2003
Arthur D. Little June 1987 - April 2002
Skills
Procurement, Contract Management, Purchasing, Sourcing, Negotiation, Process Improvement, Contract Negotiation, Vendor Management, Strategic Sourcing, Project Management, Cross-functional Team..., Talent Acquisition, Change Management, Recruiting, Program Management, Strategic Planning, Business Analysis, Technical Recruiting, Human Resources, Strategy, Subcontracts Management, Leadership
Education
Northeastern University
Bachelor's degree, Biology/Biological Sciences, General
Northeastern University - Graduate School of Business Administration
MBA
State Street June 2004 - December 2012
State Street June 1997 - June 2004
Decision One 1982 - 1997
Education
Dean College
Associates of Arts, Music
Brown Brothers Harriman September 2009 - Present
State Street January 2003 - September 2009
Goodwin Procter LLP August 1998 - January 2003
Education
Boston College Law School (magna cum laude, Order of the Coif)
Doctor of Law (JD)
Dartmouth College
Bachelor of Arts (BA), English Literature
State Street August 2015 - Present
State Street November 2013 - Present
State Street April 2012 - November 2013
State Street Bank June 2007 - April 2012
Radius Capital Management June 2006 - September 2006
Skills
Auditing, Accounting
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Economics and French
Dartmouth College June 2015 - Present
State Street February 2000 - June 2015
BankBoston July 1990 - February 2000
Education
Dartmouth College 1986 — 1990
Bachelor's degree, Computer Science