State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Employee
Years
Job
Industry
Anthony Spinelli Anthony Spinelli's State Street Experience December 2001 - May 2004
Job Accountant at Sharkansky LLP
Industry Accounting
Experience
Sharkansky LLP August 2014 - Present
State Street Global Advisors August 2006 - January 2012
State Street December 2001 - May 2004
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (B.S.), Accounting, 3.94 GPA
Fairfield University 1992 — 1996
Bachelor of Science (B.S.), Marketing, 3.0 GPA
Sharkansky LLP August 2014 - Present
State Street Global Advisors August 2006 - January 2012
State Street December 2001 - May 2004
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (B.S.), Accounting, 3.94 GPA
Fairfield University 1992 — 1996
Bachelor of Science (B.S.), Marketing, 3.0 GPA
Laurie Anne Toback Laurie Anne Toback's State Street Experience January 2001 - January 2002
Job System Analyst at Jenzabar
Industry Information Technology and Services
Experience
Jenzabar June 2011 - Present
Naropa University January 2010 - May 2012
University of Bridgeport December 2007 - December 2009
Bank Street College September 2007 - November 2007
Baker University 2006 - 2007
Campus Management May 2005 - February 2006
Park University January 2002 - May 2005
State Street January 2001 - January 2002
Linn State Technical College August 2000 - January 2001
CARS Information Systems August 1998 - August 2000
Skills
Access, Analysis, Business Analysis, Business Process, Change Management, Data Analysis, Databases, ERP, HTML, Higher Education, Information Technology, Integration, Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Requirements Gathering, Requirements Analysis, Research, SDLC, SQL, Security, Strategic Planning, System Administration, Student Affairs, Team Building, Troubleshooting, Technical Writing, Unix, Visio
Education
Park University 2003 — 2005
MBA, MBA
Naropa University 1991 — 1994
MA, Psychology
Excelsior College 1990 — 1991
BS, Liberal Arts
Tampa Technical Institute 1979 — 1981
AA, Computer Technology
University of Tampa 1979 — 1981
Economics
Jenzabar June 2011 - Present
Naropa University January 2010 - May 2012
University of Bridgeport December 2007 - December 2009
Bank Street College September 2007 - November 2007
Baker University 2006 - 2007
Campus Management May 2005 - February 2006
Park University January 2002 - May 2005
State Street January 2001 - January 2002
Linn State Technical College August 2000 - January 2001
CARS Information Systems August 1998 - August 2000
Skills
Access, Analysis, Business Analysis, Business Process, Change Management, Data Analysis, Databases, ERP, HTML, Higher Education, Information Technology, Integration, Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Requirements Gathering, Requirements Analysis, Research, SDLC, SQL, Security, Strategic Planning, System Administration, Student Affairs, Team Building, Troubleshooting, Technical Writing, Unix, Visio
Education
Park University 2003 — 2005
MBA, MBA
Naropa University 1991 — 1994
MA, Psychology
Excelsior College 1990 — 1991
BS, Liberal Arts
Tampa Technical Institute 1979 — 1981
AA, Computer Technology
University of Tampa 1979 — 1981
Economics
Amber-Lyn Ripley, ACE, CFE's State Street Experience December 2011 - Present
Job Cybercrime Investigations
Industry Security and Investigations
Experience
State Street December 2011 - Present
Securitas Security Services USA, Inc. September 2008 - December 2011
Securitas Security Services USA, Inc. May 2007 - September 2008
Elite Detective Services June 2005 - August 2005
Skills
Physical Security, Background Checks, Recruiting, Employee Benefits, Team Building, Customer Service, Security Operations, Private Investigations, Training, Corporate Security, Interviews, Employee Relations, Digital Forensics, Cyber Security, Litigation Support, Security
Education
Framingham State University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Endicott College 2000 — 2004
Bachelor's Degree, Criminal Justice and Psychology
State Street December 2011 - Present
Securitas Security Services USA, Inc. September 2008 - December 2011
Securitas Security Services USA, Inc. May 2007 - September 2008
Elite Detective Services June 2005 - August 2005
Skills
Physical Security, Background Checks, Recruiting, Employee Benefits, Team Building, Customer Service, Security Operations, Private Investigations, Training, Corporate Security, Interviews, Employee Relations, Digital Forensics, Cyber Security, Litigation Support, Security
Education
Framingham State University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Endicott College 2000 — 2004
Bachelor's Degree, Criminal Justice and Psychology
Allison Bruno, CPA's State Street Experience July 2014 - Present
Job Global Ethics Program Director at State Street
Industry Banking
Experience
State Street July 2014 - Present
RBS Citizens March 2014 - July 2014
RBS Citizens April 2013 - March 2014
RBS Citizens December 2010 - April 2013
Talbots June 2010 - December 2010
Talbots August 2008 - September 2010
Talbots June 2006 - August 2008
Talbots September 2001 - June 2006
Ernst & Young October 1996 - September 2001
Skills
Sarbanes-Oxley Act, Forecasting, Auditing, Budgets, Financial Reporting, Internal Controls, Process Improvement, Analysis, Internal Audit, Business Process..., Risk Management, Microsoft Excel, Finance, Management, Financial Risk, Strategic Financial..., Accounting, Financial Planning
Education
Fairfield University 1992 — 1996
B.S., Accounting
State Street July 2014 - Present
RBS Citizens March 2014 - July 2014
RBS Citizens April 2013 - March 2014
RBS Citizens December 2010 - April 2013
Talbots June 2010 - December 2010
Talbots August 2008 - September 2010
Talbots June 2006 - August 2008
Talbots September 2001 - June 2006
Ernst & Young October 1996 - September 2001
Skills
Sarbanes-Oxley Act, Forecasting, Auditing, Budgets, Financial Reporting, Internal Controls, Process Improvement, Analysis, Internal Audit, Business Process..., Risk Management, Microsoft Excel, Finance, Management, Financial Risk, Strategic Financial..., Accounting, Financial Planning
Education
Fairfield University 1992 — 1996
B.S., Accounting
Brooke Sweeney's State Street Experience September 2005 - May 2007
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Sharp Mary Birch Hospital For Women and Newborns May 2015 - Present
Sharp Mary Birch May 2014 - Present
National University June 2011 - March 2014
Wellington Management June 2008 - October 2008
State Street September 2005 - May 2007
Investors Bank and Trust Company September 2005 - May 2007
DunkinBrands May 2005 - August 2005
Blue Buffalo September 2003 - May 2004
Education
National University 2012 — 2014
BSN, Nursing Education
Fairfield University 2001 — 2005
BA, Economics
Thayer Academy
University of Vermont
Sharp Mary Birch Hospital For Women and Newborns May 2015 - Present
Sharp Mary Birch May 2014 - Present
National University June 2011 - March 2014
Wellington Management June 2008 - October 2008
State Street September 2005 - May 2007
Investors Bank and Trust Company September 2005 - May 2007
DunkinBrands May 2005 - August 2005
Blue Buffalo September 2003 - May 2004
Education
National University 2012 — 2014
BSN, Nursing Education
Fairfield University 2001 — 2005
BA, Economics
Thayer Academy
University of Vermont
Regena Hatfield Regena Hatfield's State Street Experience May 2014 - Present
Job Bank Loan Specialist at State Street
Industry Accounting
Experience
State Street May 2014 - Present
Missouri Western State University--St. Joseph, MO August 2012 - May 2014
H&R Block January 2012 - April 2014
State Street September 2013 - December 2013
Skills
Analyze financial..., Communicate effectively..., Manage time..., Conduct a successful..., Proficiently use..., Analysis, Budgets, Customer Service, Research, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management
Education
Emporia State University 2014 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
Missouri Western State University 2013 — 2014
Bachelor's Degree, Accounting (BSBA) Management
Missouri Western State University 2012 — 2014
Bachelor of Science in Business Administration, Management and Accounting
University of Missouri-Kansas City 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
State Street May 2014 - Present
Missouri Western State University--St. Joseph, MO August 2012 - May 2014
H&R Block January 2012 - April 2014
State Street September 2013 - December 2013
Skills
Analyze financial..., Communicate effectively..., Manage time..., Conduct a successful..., Proficiently use..., Analysis, Budgets, Customer Service, Research, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management
Education
Emporia State University 2014 — 2017
Master of Business Administration (M.B.A.), Accounting and Business/Management
Missouri Western State University 2013 — 2014
Bachelor's Degree, Accounting (BSBA) Management
Missouri Western State University 2012 — 2014
Bachelor of Science in Business Administration, Management and Accounting
University of Missouri-Kansas City 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Katy Moss's State Street Experience October 2007 - October 2010
Job Recruiter at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Christopher Freier's State Street Experience December 2007 - Present
Job Senior RFP Project Manager, Officer at State Street
Industry Financial Services
Experience
State Street December 2007 - Present
State Street December 2005 - December 2007
State Street May 2001 - December 2005
State Street May 1999 - April 2001
State Street September 1996 - April 1999
Education
Suffolk University 1994 — 1996
Master of Business Administration (MBA), Concentration in Marketing
Fairfield University 1990 — 1994
Bachelor of Science (BS), Major in Business Management, Minor in German
State Street December 2007 - Present
State Street December 2005 - December 2007
State Street May 2001 - December 2005
State Street May 1999 - April 2001
State Street September 1996 - April 1999
Education
Suffolk University 1994 — 1996
Master of Business Administration (MBA), Concentration in Marketing
Fairfield University 1990 — 1994
Bachelor of Science (BS), Major in Business Management, Minor in German
Andrew Klacik Andrew Klacik's State Street Experience June 2012 - May 2013
Job Fixed Income Consultant at FactSet
Industry Financial Services
Experience
FactSet February 2014 - Present
State Street Bank May 2013 - January 2014
State Street June 2012 - May 2013
Beacon Wealth Consulting September 2011 - April 2012
Penn Mutual May 2011 - August 2011
Basking Ridge Country Club June 2005 - August 2011
Chubb May 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Mutual Funds, Outlook, Fixed Income
Education
Fairfield University 2008 — 2012
BS, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Finance, Economics
FactSet February 2014 - Present
State Street Bank May 2013 - January 2014
State Street June 2012 - May 2013
Beacon Wealth Consulting September 2011 - April 2012
Penn Mutual May 2011 - August 2011
Basking Ridge Country Club June 2005 - August 2011
Chubb May 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Mutual Funds, Outlook, Fixed Income
Education
Fairfield University 2008 — 2012
BS, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Finance, Economics
Kenneth Burkhead III's State Street Experience August 2013 - February 2014
Job Portfolio Manager at True Alpha Solutions, LLC
Industry Financial Services
Experience
True Alpha Solutions, LLC February 2015 - Present
True Private Wealth Management January 2015 - Present
True Private Wealth Management February 2014 - January 2015
State Street August 2013 - February 2014
State Street October 2012 - August 2013
State Street February 2012 - September 2012
State Street January 2011 - January 2012
Skills
Spreadsheets, Financial Services, Mutual Funds, Bloomberg, Investments, Account Reconciliation, Microsoft Excel, Global Custody, Asset Management, Fund Accounting, Fund Administration, ETFs, Financial Advisory, Financial Analysis, Equities, Portfolio Management, Risk Management
Education
Emporia State University 2008 — 2010
Bachelor of Science, Finance; Finance, 3.25
2006-2008Barton County Community College 2006 — 2008
Associate of Science, Business, 3.83
True Alpha Solutions, LLC February 2015 - Present
True Private Wealth Management January 2015 - Present
True Private Wealth Management February 2014 - January 2015
State Street August 2013 - February 2014
State Street October 2012 - August 2013
State Street February 2012 - September 2012
State Street January 2011 - January 2012
Skills
Spreadsheets, Financial Services, Mutual Funds, Bloomberg, Investments, Account Reconciliation, Microsoft Excel, Global Custody, Asset Management, Fund Accounting, Fund Administration, ETFs, Financial Advisory, Financial Analysis, Equities, Portfolio Management, Risk Management
Education
Emporia State University 2008 — 2010
Bachelor of Science, Finance; Finance, 3.25
2006-2008Barton County Community College 2006 — 2008
Associate of Science, Business, 3.83
Neale Kangal's State Street Experience September 2009 - August 2013
Job Staff Accountant at Eleven Wireless
Industry Financial Services
Experience
Eleven Wireless November 2013 - November 2014
Tripwire October 2013 - November 2013
State Street September 2009 - August 2013
State Street October 2007 - September 2009
Skills
Mutual Funds, Accounting, Account Reconciliation, Bloomberg, Reconciliations, Fixed Income, Client Service, Microsoft Excel, Microsoft Word, Corporate Actions, Bloomberg Terminal, Derivatives, Outlook, Equities, Securities, Reconciliation, Valuation, Excel, Financial Reporting, Variance Analysis, Word, Auditing, Pricing, Funding, Financial Markets, PowerPoint, Private Equity, Invoicing, Economics, Cash Flow, Compliance, Entrepreneurship, Start-ups, Marketing, Advertising, Online Advertising, Online Research, Online Travel, Travel, Adventure Travel, NetSuite, Salesforce.com, Quicken
Education
Emmanuel College 2003 — 2007
Bachelor's Degree in Psychology, Counseling and Health
Eleven Wireless November 2013 - November 2014
Tripwire October 2013 - November 2013
State Street September 2009 - August 2013
State Street October 2007 - September 2009
Skills
Mutual Funds, Accounting, Account Reconciliation, Bloomberg, Reconciliations, Fixed Income, Client Service, Microsoft Excel, Microsoft Word, Corporate Actions, Bloomberg Terminal, Derivatives, Outlook, Equities, Securities, Reconciliation, Valuation, Excel, Financial Reporting, Variance Analysis, Word, Auditing, Pricing, Funding, Financial Markets, PowerPoint, Private Equity, Invoicing, Economics, Cash Flow, Compliance, Entrepreneurship, Start-ups, Marketing, Advertising, Online Advertising, Online Research, Online Travel, Travel, Adventure Travel, NetSuite, Salesforce.com, Quicken
Education
Emmanuel College 2003 — 2007
Bachelor's Degree in Psychology, Counseling and Health
Victoria Harmon's State Street Experience June 2015 - August 2015
Job Financial Services Intern at State Street
Industry Higher Education
Experience
Emporia State University May 2014 - Present
Emporia Municipal Golf Course April 2012 - Present
State Street June 2015 - August 2015
Conflict Resolution Center May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Writing, Student Affairs, Phone Etiquette, Tutoring, Fundraising, Community Outreach, Leadership, Social Media, Teamwork, Social Networking
Education
Emporia State University 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Emporia State University May 2014 - Present
Emporia Municipal Golf Course April 2012 - Present
State Street June 2015 - August 2015
Conflict Resolution Center May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Writing, Student Affairs, Phone Etiquette, Tutoring, Fundraising, Community Outreach, Leadership, Social Media, Teamwork, Social Networking
Education
Emporia State University 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Brilene Faherty, MBA's State Street Experience 2008 - 2010
Job Helping professionals, families and businesses achieve clarity and confidence on their path to financial success
Industry Financial Services
Experience
The Bulfinch Group 2013 - Present
The Rockland Chamber of Commerce 2014 - Present
WomensWorth 2013 - Present
South Shore Workforce Investment Board 2013 - Present
Vital Impact 2013 - 2015
First Financial Trust, N.A. 2012 - 2013
A Healthy Balance 2011 - 2012
Morrissey, Hawkins & Lynch 2010 - 2012
State Street 2008 - 2010
Skills
Social Media, Outlook, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Fundraising, Time Management, Account Reconciliation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Excel, Word, Customer Relations, Reconciliation, Compliance, Budgeting, Entrepreneurship, Securities, Accounting, Bloomberg, Financial Services, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Management, Small Business, Asset Allocation, Portfolio Management, Strategy, Series 7, Finance, Sales, Series 63, Strategic Planning, Marketing, Leadership, Insurance, Retirement, Nonprofits, Consulting, Marketing Strategy, Public Speaking, Retirement Planning, Social Networking, Risk Management
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA), Management, Marketing
Fairfield University 2004 — 2008
Bachelor of Arts, Politcal Science, English
University of Florence 2006 — 2006
Semester Abroad, Art History, Italian, History, Chemistry
Fontbonne Academy 2000 — 2004
High School Diploma
The Bulfinch Group 2013 - Present
The Rockland Chamber of Commerce 2014 - Present
WomensWorth 2013 - Present
South Shore Workforce Investment Board 2013 - Present
Vital Impact 2013 - 2015
First Financial Trust, N.A. 2012 - 2013
A Healthy Balance 2011 - 2012
Morrissey, Hawkins & Lynch 2010 - 2012
State Street 2008 - 2010
Skills
Social Media, Outlook, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Fundraising, Time Management, Account Reconciliation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Excel, Word, Customer Relations, Reconciliation, Compliance, Budgeting, Entrepreneurship, Securities, Accounting, Bloomberg, Financial Services, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Management, Small Business, Asset Allocation, Portfolio Management, Strategy, Series 7, Finance, Sales, Series 63, Strategic Planning, Marketing, Leadership, Insurance, Retirement, Nonprofits, Consulting, Marketing Strategy, Public Speaking, Retirement Planning, Social Networking, Risk Management
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA), Management, Marketing
Fairfield University 2004 — 2008
Bachelor of Arts, Politcal Science, English
University of Florence 2006 — 2006
Semester Abroad, Art History, Italian, History, Chemistry
Fontbonne Academy 2000 — 2004
High School Diploma
Bobby Gourdeau's State Street Experience January 2013 - January 2013
Job SMB Account Executive at Oracle
Industry Information Technology and Services
Experience
Oracle July 2014 - Present
Oracle June 2014 - July 2014
Oracle June 2013 - July 2014
Endicott College August 2009 - May 2013
State Street January 2013 - January 2013
Boston College January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, Negotiation, Editing, Sales, Leadership, Teamwork, Event Planning, Social Networking, Training, Passion for Helping..., Passion for Quality, Passion to Succeed
Education
Endicott College 2009 — 2013
Bachelor's degree, Sport and Fitness Administration/Management
Worcester Academy 2007 — 2009
Oracle July 2014 - Present
Oracle June 2014 - July 2014
Oracle June 2013 - July 2014
Endicott College August 2009 - May 2013
State Street January 2013 - January 2013
Boston College January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, Negotiation, Editing, Sales, Leadership, Teamwork, Event Planning, Social Networking, Training, Passion for Helping..., Passion for Quality, Passion to Succeed
Education
Endicott College 2009 — 2013
Bachelor's degree, Sport and Fitness Administration/Management
Worcester Academy 2007 — 2009
Paul Callen's State Street Experience December 2010 - January 2013
Job Senior Treasury Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments January 2013 - Present
State Street December 2010 - January 2013
Pilgrim Bank May 2009 - December 2010
Skills
Banking, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Valuation, Analysis, Insurance Linked..., Risk Management, Cash Management, Due Diligence, Class Actions, Corporate Finance, Financial Accounting, Financial Reporting, BlackRock Aladdin, Internal Audit
Education
Fairfield University 2006 — 2010
Bachelor's Degree, Finance, Mathematics
Boston College High School 2002 — 2006
Diploma
Pioneer Investments January 2013 - Present
State Street December 2010 - January 2013
Pilgrim Bank May 2009 - December 2010
Skills
Banking, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Valuation, Analysis, Insurance Linked..., Risk Management, Cash Management, Due Diligence, Class Actions, Corporate Finance, Financial Accounting, Financial Reporting, BlackRock Aladdin, Internal Audit
Education
Fairfield University 2006 — 2010
Bachelor's Degree, Finance, Mathematics
Boston College High School 2002 — 2006
Diploma
Emily Duffett Sullivan Emily Duffett Sullivan's State Street Experience June 2004 - December 2005
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
Income Research + Management November 2014 - Present
Natixis Global Asset Management July 2012 - November 2014
Sankaty Advisors August 2009 - May 2012
Sankaty Advisors January 2008 - August 2009
Sankaty Advisors April 2007 - January 2008
Sankaty Advisors December 2005 - April 2007
State Street June 2004 - December 2005
Skills
Bloomberg, Mutual Funds, Equities, Microsoft Office, Fixed Income, Hedge Funds
Education
Suffolk University - Sawyer Business School 2006 — 2008
Masters, Finance
Fairfield University 2000 — 2004
BA, Economics, International Studies
Income Research + Management November 2014 - Present
Natixis Global Asset Management July 2012 - November 2014
Sankaty Advisors August 2009 - May 2012
Sankaty Advisors January 2008 - August 2009
Sankaty Advisors April 2007 - January 2008
Sankaty Advisors December 2005 - April 2007
State Street June 2004 - December 2005
Skills
Bloomberg, Mutual Funds, Equities, Microsoft Office, Fixed Income, Hedge Funds
Education
Suffolk University - Sawyer Business School 2006 — 2008
Masters, Finance
Fairfield University 2000 — 2004
BA, Economics, International Studies
Christopher Ullman's State Street Experience September 2007 - July 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
Bridgewater Associates October 2013 - December 2014
Eaton Vance January 2013 - April 2013
Suffolk University Law School September 2012 - December 2012
Lubin and Meyer, P.C. February 2012 - October 2012
Suffolk County Superior Court June 2011 - August 2011
State Street September 2007 - July 2010
Skills
Drafting Legal Documents, Financial Accounting, Databases, Client Liaison, Legal Research, Legal Writing, Civil Litigation, Courts, Research, Public Speaking, Financial Services, Investment Management, Economics
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Magna Cum Laude
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Economics
BlackRock January 2015 - Present
Bridgewater Associates October 2013 - December 2014
Eaton Vance January 2013 - April 2013
Suffolk University Law School September 2012 - December 2012
Lubin and Meyer, P.C. February 2012 - October 2012
Suffolk County Superior Court June 2011 - August 2011
State Street September 2007 - July 2010
Skills
Drafting Legal Documents, Financial Accounting, Databases, Client Liaison, Legal Research, Legal Writing, Civil Litigation, Courts, Research, Public Speaking, Financial Services, Investment Management, Economics
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Magna Cum Laude
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Adam Cohan's State Street Experience January 2013 - June 2013
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
IDEA: Northeastern University's Venture Accelerator September 2014 - Present
Goldman Sachs January 2015 - June 2015
J.Crew September 2014 - December 2014
Hercules Technology Growth Capital January 2014 - June 2014
Red Sox Foundation August 2013 - October 2013
State Street January 2013 - June 2013
Social Finance (SoFi) June 2012 - May 2013
Revolution Systems June 2010 - August 2010
Bongobing.com June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Debt & Equity Financing, Financial Modeling, Market Research, Critical Thinking, Investments, PowerPoint, Underwriting, Accounting, Bloomberg, CRM, Data Entry, Research, Equity Valuation, Equity Research, Microsoft Office, Data Analysis, Access, Statistics, Microsoft Word, Outlook, Social Networking, SPSS, Social Media, Pricing, Google Sites, Team Leadership, Budgeting, Japanese business..., Debt Restructuring, Analysis, Due Diligence, Competitive Analysis, Investment Banking, Portfolio Management, Sales, Finance, Public Speaking, Management, Leadership, Teamwork
Education
Northeastern University 2011 — 2015
Bachelor of Science Degree, Business Administration; Finance, Accounting 3.94 GPA, Sophomore
ESIC: Business & Marketing School 2014 — 2014
International Marketing and Spanish
Pomfret School 2008 — 2011
IDEA: Northeastern University's Venture Accelerator September 2014 - Present
Goldman Sachs January 2015 - June 2015
J.Crew September 2014 - December 2014
Hercules Technology Growth Capital January 2014 - June 2014
Red Sox Foundation August 2013 - October 2013
State Street January 2013 - June 2013
Social Finance (SoFi) June 2012 - May 2013
Revolution Systems June 2010 - August 2010
Bongobing.com June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Debt & Equity Financing, Financial Modeling, Market Research, Critical Thinking, Investments, PowerPoint, Underwriting, Accounting, Bloomberg, CRM, Data Entry, Research, Equity Valuation, Equity Research, Microsoft Office, Data Analysis, Access, Statistics, Microsoft Word, Outlook, Social Networking, SPSS, Social Media, Pricing, Google Sites, Team Leadership, Budgeting, Japanese business..., Debt Restructuring, Analysis, Due Diligence, Competitive Analysis, Investment Banking, Portfolio Management, Sales, Finance, Public Speaking, Management, Leadership, Teamwork
Education
Northeastern University 2011 — 2015
Bachelor of Science Degree, Business Administration; Finance, Accounting 3.94 GPA, Sophomore
ESIC: Business & Marketing School 2014 — 2014
International Marketing and Spanish
Pomfret School 2008 — 2011
Cory Malinowski Cory Malinowski's State Street Experience August 2014 - March 2015
Job Client Service Executive at Informa
Industry Market Research
Experience
Informa August 2015 - Present
Brown Brothers Harriman March 2015 - August 2015
State Street August 2014 - March 2015
Fon March 2013 - August 2013
Jumpstart September 2009 - July 2012
MFS Investment Management July 2011 - January 2012
YMCA October 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg Terminal, Finance, Accounting, Customer Service, PowerPoint, Time Management, Management, Financial Analysis, Data Analysis, Leadership, Spanish, Outlook, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.) in International Business, Dual Degree Program (American-Spanish), Concentrations: Finance and Accounting, Minor: Spanish, GPA: 3.3/4.0
Universidad Pontificia Comillas 2012 — 2014
Bachelor of Business Administration (BBA), ICADE: International Management, Finance (E4)
ESIC: Business & Marketing School 2012 — 2012
Certificate of Language Proficiency, Spanish Language and Literature
CLIC International House 2011 — 2011
Certificate of Language Proficiency, Spanish Language and Literature
Joseph A. Foran High School 2005 — 2009
High School, GPA: 3.5
Informa August 2015 - Present
Brown Brothers Harriman March 2015 - August 2015
State Street August 2014 - March 2015
Fon March 2013 - August 2013
Jumpstart September 2009 - July 2012
MFS Investment Management July 2011 - January 2012
YMCA October 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg Terminal, Finance, Accounting, Customer Service, PowerPoint, Time Management, Management, Financial Analysis, Data Analysis, Leadership, Spanish, Outlook, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.) in International Business, Dual Degree Program (American-Spanish), Concentrations: Finance and Accounting, Minor: Spanish, GPA: 3.3/4.0
Universidad Pontificia Comillas 2012 — 2014
Bachelor of Business Administration (BBA), ICADE: International Management, Finance (E4)
ESIC: Business & Marketing School 2012 — 2012
Certificate of Language Proficiency, Spanish Language and Literature
CLIC International House 2011 — 2011
Certificate of Language Proficiency, Spanish Language and Literature
Joseph A. Foran High School 2005 — 2009
High School, GPA: 3.5
Rebecca Nichols's State Street Experience October 2014 - Present
Job IT Project Manager
Industry Telecommunications
Experience
State Street October 2014 - Present
Information Technology Division - Massachusetts April 2014 - August 2014
American Tower August 2012 - April 2014
BJ's Wholesale Club April 2009 - June 2011
Lifeforce Cryobanks April 2008 - April 2009
General Dynamics February 2008 - April 2008
Staples Corporation July 2006 - January 2008
General Dynamics September 2005 - July 2006
Skills
Excel, Microsoft Office, Outlook Express, PowerPoint, Livelink, AS400, IBM Store Management..., Brio Query, Mainframe, Remedy, Oracle, Channel Intelligence, SKU Central - Staples, Access, Vantage Connect, Process Implementation, Organization, Fast Learner, Fast Paced Environment, Highly detail oriented, Expense Reports, Purchase Requisitions, Retail, Online Retail, Microsoft Excel, Sales, IBM iSeries, Time Management, BMC Remedy, Analysis, Business Development, E-commerce, Forecasting, Management, Sales Operations, Software Documentation, Team Leadership, Training
Education
Endicott College 2003 — 2006
Bacholors, Psychology
Salve Regina University 2001 — 2003
Psychology
State Street October 2014 - Present
Information Technology Division - Massachusetts April 2014 - August 2014
American Tower August 2012 - April 2014
BJ's Wholesale Club April 2009 - June 2011
Lifeforce Cryobanks April 2008 - April 2009
General Dynamics February 2008 - April 2008
Staples Corporation July 2006 - January 2008
General Dynamics September 2005 - July 2006
Skills
Excel, Microsoft Office, Outlook Express, PowerPoint, Livelink, AS400, IBM Store Management..., Brio Query, Mainframe, Remedy, Oracle, Channel Intelligence, SKU Central - Staples, Access, Vantage Connect, Process Implementation, Organization, Fast Learner, Fast Paced Environment, Highly detail oriented, Expense Reports, Purchase Requisitions, Retail, Online Retail, Microsoft Excel, Sales, IBM iSeries, Time Management, BMC Remedy, Analysis, Business Development, E-commerce, Forecasting, Management, Sales Operations, Software Documentation, Team Leadership, Training
Education
Endicott College 2003 — 2006
Bacholors, Psychology
Salve Regina University 2001 — 2003
Psychology
Patrick Nee's State Street Experience August 2013 - August 2014
Job Hedge Fund Administrator at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services August 2014 - Present
State Street August 2013 - August 2014
Unum September 2011 - August 2013
North Shore Chamber of Commerce September 2010 - December 2010
Roman Catholic Diocese of Maine December 2008 - January 2009
Education
Endicott College 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Financial Management
Cheverus High School 2003 — 2007
Stone Coast Fund Services August 2014 - Present
State Street August 2013 - August 2014
Unum September 2011 - August 2013
North Shore Chamber of Commerce September 2010 - December 2010
Roman Catholic Diocese of Maine December 2008 - January 2009
Education
Endicott College 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Financial Management
Cheverus High School 2003 — 2007
Anne Mahoney Anne Mahoney's State Street Experience October 2009 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street October 2009 - Present
Wellington Management December 2006 - May 2009
State Street Corporation May 1993 - December 2006
CSC Consulting July 1986 - May 1993
Pratt & Whitney July 1984 - July 1986
Xerox Corporation June 1983 - May 1984
Education
Fairfield University 1980 — 1984
BS, Mathematics & Computer Science
State Street October 2009 - Present
Wellington Management December 2006 - May 2009
State Street Corporation May 1993 - December 2006
CSC Consulting July 1986 - May 1993
Pratt & Whitney July 1984 - July 1986
Xerox Corporation June 1983 - May 1984
Education
Fairfield University 1980 — 1984
BS, Mathematics & Computer Science
Elizabeth (Dunne) Stryer Elizabeth (Dunne) Stryer's State Street Experience September 2013 - Present
Job Corporate Actions Manager at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
State Street April 2011 - Present
State Street October 2007 - April 2011
Fairfield University September 2006 - May 2007
Skills
Bloomberg, Corporate Actions, Equities, Fixed Income, Microsoft Excel, Problem Solving, Bloomberg Terminal, Securities, Mutual Funds, Global Custody, Bonds, Financial Analysis, Alternative Investments, Asset Management, Fund Accounting, Investments, Hedge Funds, Settlement, Financial Services
Education
Fairfield University 2003 — 2007
Bachelor of Arts, French, International Studies
Institute for American Universities 2005 — 2005
State Street September 2013 - Present
State Street April 2011 - Present
State Street October 2007 - April 2011
Fairfield University September 2006 - May 2007
Skills
Bloomberg, Corporate Actions, Equities, Fixed Income, Microsoft Excel, Problem Solving, Bloomberg Terminal, Securities, Mutual Funds, Global Custody, Bonds, Financial Analysis, Alternative Investments, Asset Management, Fund Accounting, Investments, Hedge Funds, Settlement, Financial Services
Education
Fairfield University 2003 — 2007
Bachelor of Arts, French, International Studies
Institute for American Universities 2005 — 2005
Olivia O'Leary's State Street Experience June 2013 - August 2013
Job Consumer Relationships, Associate at Communispace Corporation
Industry Marketing and Advertising
Experience
CRT Capital Group June 2015 - Present
Communispace Corporation October 2014 - May 2015
Town of Westwood June 2014 - September 2014
The Dragon and The Rabbit - Childrens March 2014 - May 2014
State Street June 2013 - August 2013
Hale Reservation 2009 - 2012
Vanderbilt Club 2007 - 2009
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Social Media Marketing, Advertising, Event Planning, Public Speaking, Marketing, Editing, Social Networking
Education
Fairfield University 2010 — 2014
Westwood High School 2006 — 2010
CRT Capital Group June 2015 - Present
Communispace Corporation October 2014 - May 2015
Town of Westwood June 2014 - September 2014
The Dragon and The Rabbit - Childrens March 2014 - May 2014
State Street June 2013 - August 2013
Hale Reservation 2009 - 2012
Vanderbilt Club 2007 - 2009
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Social Media Marketing, Advertising, Event Planning, Public Speaking, Marketing, Editing, Social Networking
Education
Fairfield University 2010 — 2014
Westwood High School 2006 — 2010
Shawn Stearns's State Street Experience June 2015 - August 2015
Job Securities Finance Intern at State Street
Industry Financial Services
Experience
Endicott College Investment Club February 2015 - Present
Endicott College September 2014 - Present
State Street June 2015 - August 2015
The Wilder Companies December 2013 - January 2015
State Street June 2014 - August 2014
Education
Endicott College 2013 — 2017
BBA - Finance
Endicott College Investment Club February 2015 - Present
Endicott College September 2014 - Present
State Street June 2015 - August 2015
The Wilder Companies December 2013 - January 2015
State Street June 2014 - August 2014
Education
Endicott College 2013 — 2017
BBA - Finance
Jonathan Snipes, MPP's State Street Experience June 2008 - August 2008
Job MBA Candidate (Class of 2016) at Emory University Goizueta Business School
Industry Management Consulting
Experience
Emory University Goizueta Business School May 2015 - Present
Federal Reserve Bank of Richmond September 2013 - April 2015
University of Virginia August 2012 - August 2013
Healthy Appalachia Institute January 2013 - May 2013
Financial Industry Regulatory Authority May 2012 - August 2012
MATHCOUNTS Foundation January 2012 - May 2012
Missouri College Advising Corps July 2009 - June 2011
State Street June 2008 - August 2008
Oliver Walker Wilson LLC August 2007 - May 2008
Skills
Strategic Planning, Training, Grant Writing, Research, Data Analysis, Strategy, Higher Education, Team Leadership, Financial Analysis, Investment Banking, Stata
Education
Emory University - Goizueta Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2011 — 2013
MPP - Batten Fellow
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (BBA)
Emory University Goizueta Business School May 2015 - Present
Federal Reserve Bank of Richmond September 2013 - April 2015
University of Virginia August 2012 - August 2013
Healthy Appalachia Institute January 2013 - May 2013
Financial Industry Regulatory Authority May 2012 - August 2012
MATHCOUNTS Foundation January 2012 - May 2012
Missouri College Advising Corps July 2009 - June 2011
State Street June 2008 - August 2008
Oliver Walker Wilson LLC August 2007 - May 2008
Skills
Strategic Planning, Training, Grant Writing, Research, Data Analysis, Strategy, Higher Education, Team Leadership, Financial Analysis, Investment Banking, Stata
Education
Emory University - Goizueta Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2011 — 2013
MPP - Batten Fellow
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (BBA)
Brad Holland Brad Holland's State Street Experience August 2015 - Present
Job ETF Clearing & Collateral at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Legg Mason September 2014 - May 2015
Morgan Stanley February 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Marketing, Finance, Data Analysis, Financial Analysis, Social Media, Public Speaking, Investments, Social Media Marketing, Microsoft Office, Microsoft Word, Management, Operations Management, Information Systems, Statistical Data..., Bloomberg Terminal, Customer Service, Query Designer, Social Media Strategist
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing/Finance
Needham High School 2007 — 2011
State Street August 2015 - Present
Legg Mason September 2014 - May 2015
Morgan Stanley February 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Marketing, Finance, Data Analysis, Financial Analysis, Social Media, Public Speaking, Investments, Social Media Marketing, Microsoft Office, Microsoft Word, Management, Operations Management, Information Systems, Statistical Data..., Bloomberg Terminal, Customer Service, Query Designer, Social Media Strategist
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing/Finance
Needham High School 2007 — 2011
Christian Stowers's State Street Experience January 2012 - July 2013
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte July 2013 - Present
State Street January 2012 - July 2013
The Bales Company January 2011 - December 2011
CSX Corporation May 2008 - September 2008
Skills
Leadership, Financial Analysis, Analysis, Program Management, Securitization, Project Finance, Private Equity, Microsoft SQL Server, Cascade Suite, SSRS, Strategic Planning, Analytics
Education
University of Colorado Boulder 2006 — 2010
B.S. Degree in Business Administration, Finance
ESIC: Business & Marketing School 2008 — 2008
International Management, International Marketing, and E-Commerce
Deloitte August 2015 - Present
Deloitte July 2013 - Present
State Street January 2012 - July 2013
The Bales Company January 2011 - December 2011
CSX Corporation May 2008 - September 2008
Skills
Leadership, Financial Analysis, Analysis, Program Management, Securitization, Project Finance, Private Equity, Microsoft SQL Server, Cascade Suite, SSRS, Strategic Planning, Analytics
Education
University of Colorado Boulder 2006 — 2010
B.S. Degree in Business Administration, Finance
ESIC: Business & Marketing School 2008 — 2008
International Management, International Marketing, and E-Commerce
David Christian, CPA David Christian, CPA's State Street Experience April 2012 - Present
Job Real Estate Investment Fund Accounting
Industry Accounting
Experience
State Street April 2012 - Present
Catlin May 2010 - April 2012
KPMG September 2008 - April 2010
Navigant Consulting November 2005 - May 2007
Skills
Hyperion Planning, HFM, Insurance, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, US GAAP, SEC filings, Financial Modeling, Financial Analysis, GAAP, Variance Analysis, General Ledger, Forecasting, Internal Controls, Corporate Finance, Quantrix Modeler
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Master of Accounting, Accounting
Emory University 2001 — 2005
BBA, Finance and Decision & Information Analysis
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and Decision & Information Analysis
State Street April 2012 - Present
Catlin May 2010 - April 2012
KPMG September 2008 - April 2010
Navigant Consulting November 2005 - May 2007
Skills
Hyperion Planning, HFM, Insurance, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, US GAAP, SEC filings, Financial Modeling, Financial Analysis, GAAP, Variance Analysis, General Ledger, Forecasting, Internal Controls, Corporate Finance, Quantrix Modeler
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Master of Accounting, Accounting
Emory University 2001 — 2005
BBA, Finance and Decision & Information Analysis
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and Decision & Information Analysis
Michele Wade's State Street Experience June 2006 - August 2012
Job Assistant Vice President HR Manager
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - Present
State Street June 2006 - August 2012
State Street Corporation June 2006 - January 2010
Fidelity Investments 2000 - 2006
Skills
Microsoft Access, Brio Designer, Microsoft Office, User Acceptance Testing, Compliance, Talent Acquisition, Process Improvement, Excel, PowerPoint, PeopleSoft, Talent Management, Microsoft Excel
Education
Emmanuel College 2006 — 2008
Master's Degree, Human Resource Management
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - Present
State Street June 2006 - August 2012
State Street Corporation June 2006 - January 2010
Fidelity Investments 2000 - 2006
Skills
Microsoft Access, Brio Designer, Microsoft Office, User Acceptance Testing, Compliance, Talent Acquisition, Process Improvement, Excel, PowerPoint, PeopleSoft, Talent Management, Microsoft Excel
Education
Emmanuel College 2006 — 2008
Master's Degree, Human Resource Management
Laura Phelps's State Street Experience January 2001 - August 2007
Job Managing Associate at Dentons
Industry Law Practice
Experience
Dentons August 2015 - Present
Stinson Leonard Street LLP December 2013 - July 2015
Blake & Uhlig, P.A. May 2010 - December 2013
Boilermakers National Funds May 2008 - May 2010
State Street January 2001 - August 2007
Education
University of Missouri-Kansas City School of Law 2007 — 2010
Doctor of Law (J.D.)
Emporia State University 2003 — 2005
Bachelor of Science (B.S.), Business
Dentons August 2015 - Present
Stinson Leonard Street LLP December 2013 - July 2015
Blake & Uhlig, P.A. May 2010 - December 2013
Boilermakers National Funds May 2008 - May 2010
State Street January 2001 - August 2007
Education
University of Missouri-Kansas City School of Law 2007 — 2010
Doctor of Law (J.D.)
Emporia State University 2003 — 2005
Bachelor of Science (B.S.), Business
Yassaman Nickpour's State Street Experience June 2011 - January 2014
Job Network Support Technician at State Street Corporation
Industry Marketing and Advertising
Experience
State Street Corporation June 2014 - Present
State Street June 2011 - January 2014
Skills
Bi-Lingual, Multilingual, Time Management, Teamwork, English, Team-oriented, Market Research, Editing, Foreign Languages, Tutoring, Social Networking, PowerPoint, Research, Facebook, Data Analysis, Customer Service, Vendor Management
Education
Endicott College 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
State Street Corporation June 2014 - Present
State Street June 2011 - January 2014
Skills
Bi-Lingual, Multilingual, Time Management, Teamwork, English, Team-oriented, Market Research, Editing, Foreign Languages, Tutoring, Social Networking, PowerPoint, Research, Facebook, Data Analysis, Customer Service, Vendor Management
Education
Endicott College 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sean Rodgers's State Street Experience September 2012 - September 2013
Job Financial Controller at StreetwiseMedia
Industry Media Production
Experience
Streetwise-Media September 2013 - Present
State Street September 2012 - September 2013
Next Street July 2011 - September 2011
MorganStanley SmithBarney LLC June 2010 - August 2010
Ron Landscaping May 2007 - August 2010
Project RISE July 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Financial Analysis, Investments, Leadership, Management, Finance, Microsoft Excel, Analysis, Accounting, Financial Modeling, Financial Reporting, Strategic Financial..., PowerPoint
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), International Business, Business Managenet, Accounting
Thayer Academy 2004 — 2008
HS Diploma
Streetwise-Media September 2013 - Present
State Street September 2012 - September 2013
Next Street July 2011 - September 2011
MorganStanley SmithBarney LLC June 2010 - August 2010
Ron Landscaping May 2007 - August 2010
Project RISE July 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Financial Analysis, Investments, Leadership, Management, Finance, Microsoft Excel, Analysis, Accounting, Financial Modeling, Financial Reporting, Strategic Financial..., PowerPoint
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), International Business, Business Managenet, Accounting
Thayer Academy 2004 — 2008
HS Diploma
Richard Babb Richard Babb's State Street Experience June 2013 - Present
Job Enhanced Custody Collateral Management
Industry Financial Services
Experience
State Street June 2013 - Present
State Street October 2007 - June 2013
Element Productions & Poundcake (Feature Motion Picture) August 2009 - December 2009
Brockton Rox & Kalamazoo Kings Professional Baseball May 2008 - July 2009
Communispace Corporation June 2006 - August 2006
The CCS Companies June 2005 - August 2005
TD Bank June 2003 - January 2005
Skills
Securities, Loans, Financial Services, Operations Management, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Outlook
Education
Emory University 2003 — 2007
Bachelors, Economics
State Street June 2013 - Present
State Street October 2007 - June 2013
Element Productions & Poundcake (Feature Motion Picture) August 2009 - December 2009
Brockton Rox & Kalamazoo Kings Professional Baseball May 2008 - July 2009
Communispace Corporation June 2006 - August 2006
The CCS Companies June 2005 - August 2005
TD Bank June 2003 - January 2005
Skills
Securities, Loans, Financial Services, Operations Management, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Outlook
Education
Emory University 2003 — 2007
Bachelors, Economics
Erica Cancelliere's State Street Experience July 2014 - Present
Job Fund Administration
Industry Financial Services
Experience
State Street July 2014 - Present
State Street May 2011 - July 2014
Chianti Tuscan Restaurant & Jazz Lounge September 2006 - September 2010
Education
Endicott College 2014 — 2015
Master of Business Administration (MBA), Finance, General
Salem State University 2006 — 2010
BS/BA, Management, Economics
State Street July 2014 - Present
State Street May 2011 - July 2014
Chianti Tuscan Restaurant & Jazz Lounge September 2006 - September 2010
Education
Endicott College 2014 — 2015
Master of Business Administration (MBA), Finance, General
Salem State University 2006 — 2010
BS/BA, Management, Economics
Shayla Griffin's State Street Experience June 2008 - June 2011
Job Pricing Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2011 - Present
State Street June 2008 - June 2011
State Street March 2006 - June 2008
Education
Boston University 2013 — 2017
Master of Business Administration (MBA), Finance, General, 3.00
Emmanuel College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, 3.49
Manulife Asset Management July 2011 - Present
State Street June 2008 - June 2011
State Street March 2006 - June 2008
Education
Boston University 2013 — 2017
Master of Business Administration (MBA), Finance, General, 3.00
Emmanuel College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, 3.49
Meghan Phripp's State Street Experience September 2015 - Present
Job Economist and Environmentalist
Industry Financial Services
Experience
State Street September 2015 - Present
Merrill Lynch September 2014 - December 2014
State Street June 2012 - August 2012
South Shore YMCA September 2007 - January 2011
Skills
Research, Social Media, Event Planning, Customer Service, Public Speaking, Nonprofits, Microsoft Office, Microsoft Word, Time Management, Leadership, Proposal Writing, Policy, Finance, Communication, Fundraising, Microsoft Excel
Education
Emmanuel College 2011 — 2015
Bachelor’s Degree, Economics and Management
Emmanuel College 2011 — 2015
Bachelor's degree, Economics
State Street September 2015 - Present
Merrill Lynch September 2014 - December 2014
State Street June 2012 - August 2012
South Shore YMCA September 2007 - January 2011
Skills
Research, Social Media, Event Planning, Customer Service, Public Speaking, Nonprofits, Microsoft Office, Microsoft Word, Time Management, Leadership, Proposal Writing, Policy, Finance, Communication, Fundraising, Microsoft Excel
Education
Emmanuel College 2011 — 2015
Bachelor’s Degree, Economics and Management
Emmanuel College 2011 — 2015
Bachelor's degree, Economics
Rosemary Forster's State Street Experience June 2006 - Present
Job Vice President, Skills Trainer at State Street
Industry Financial Services
Experience
State Street June 2006 - Present
State Street October 1997 - June 2006
First Data Corporation March 1995 - October 1997
The Boston Company October 1993 - February 1995
Skills
Fund Administration, Fund Accounting, Mutual Funds, Financial Services, Middle Office, Investment Management, Relationship Management, Asset Allocation
Education
Fairfield University 1989 — 1993
BA
Suffolk University - Sawyer School of Management
MBA
State Street June 2006 - Present
State Street October 1997 - June 2006
First Data Corporation March 1995 - October 1997
The Boston Company October 1993 - February 1995
Skills
Fund Administration, Fund Accounting, Mutual Funds, Financial Services, Middle Office, Investment Management, Relationship Management, Asset Allocation
Education
Fairfield University 1989 — 1993
BA
Suffolk University - Sawyer School of Management
MBA
NaShauni Ponton's State Street Experience July 2015 - Present
Job Business Development Officer at State Street
Industry Security and Investigations
Experience
State Street July 2015 - Present
Best Buy September 2013 - November 2014
Boston Police Deparment May 2014 - August 2014
Emmanuel College September 2011 - October 2013
Carson Sheriff Deparment June 2012 - August 2012
Skills
Leadership, Crime Prevention, Law Enforcement, Customer Service, Youth Mentoring, Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Child Development, Marketing, Social Media, Public Speaking, Team Building, Training, Sales Management, Retail, Research, Team Leadership, Negotiation, Budgets
Education
Emmanuel College 2011 — 2015
Bachelor of Arts (B.A.), Sociology & Criminal Justice
State Street July 2015 - Present
Best Buy September 2013 - November 2014
Boston Police Deparment May 2014 - August 2014
Emmanuel College September 2011 - October 2013
Carson Sheriff Deparment June 2012 - August 2012
Skills
Leadership, Crime Prevention, Law Enforcement, Customer Service, Youth Mentoring, Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Child Development, Marketing, Social Media, Public Speaking, Team Building, Training, Sales Management, Retail, Research, Team Leadership, Negotiation, Budgets
Education
Emmanuel College 2011 — 2015
Bachelor of Arts (B.A.), Sociology & Criminal Justice
Evan Boggini Evan Boggini's State Street Experience November 2014 - Present
Job Associate 1 Fund Administrator at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Encompass Media Group May 2013 - July 2013
Linda McMahon for Senate 2012 May 2012 - August 2012
Under the Acacia November 2011 - January 2012
Charles Boggini Company, LLC May 2010 - August 2011
Shelter Harbor Golf Club May 2010 - August 2011
Skills
Fundraising, Email Marketing, Facebook, Start-ups, Budgets, Social Media Marketing, PowerPoint, Time Management, Market Research, Teamwork, Microsoft Office, Research, Microsoft Word, Event Planning, Public Speaking, Microsoft Excel, Social Media, CRM, Marketing
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Business; Management, 3.0 GPA
Universitat Autònoma de Barcelona 2012 — 2012
State Street November 2014 - Present
Encompass Media Group May 2013 - July 2013
Linda McMahon for Senate 2012 May 2012 - August 2012
Under the Acacia November 2011 - January 2012
Charles Boggini Company, LLC May 2010 - August 2011
Shelter Harbor Golf Club May 2010 - August 2011
Skills
Fundraising, Email Marketing, Facebook, Start-ups, Budgets, Social Media Marketing, PowerPoint, Time Management, Market Research, Teamwork, Microsoft Office, Research, Microsoft Word, Event Planning, Public Speaking, Microsoft Excel, Social Media, CRM, Marketing
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Business; Management, 3.0 GPA
Universitat Autònoma de Barcelona 2012 — 2012
Brian Protheroe's State Street Experience October 2000 - April 2002
Job Manager, Leadership Development @ macys.com
Industry Professional Training & Coaching
Experience
Macy's March 2013 - Present
Macy's September 2011 - March 2013
Winston Retail Solutions January 2008 - September 2011
Engage PR January 2007 - September 2007
Genesis Burson Marsteller June 2005 - January 2007
Self-employed October 2003 - May 2005
Bowne June 2002 - September 2003
State Street October 2000 - April 2002
Informix February 1998 - October 2000
Russell Stover Candies May 1997 - February 1998
Skills
Talent Development, Leadership Development, Instructional Design, Training, Employee Training, Personal Branding, Learning Management..., Employee Relations, Program Management, Onboarding, Situational Leadership, Strategic Communications, Project Management, Management, Organizational..., Executive Coaching, Career Development, Mentoring, Talent Management, Organizational..., DISC, Meyers Briggs, VILT, Performance Management, Human Resources, Succession Planning, Leadership, Employee Engagement, Staff Development, Management Consulting, Legal Compliance, Talent Acquisition, Retail, Coaching, Team Building, Conflict Resolution, HRIS, Workforce Planning, New Hire Orientations, Job Descriptions, Teamwork, Communication Skills, Path-Goal Leadership
Education
Emporia State University 1993 — 1996
BFA, Communication
Macy's March 2013 - Present
Macy's September 2011 - March 2013
Winston Retail Solutions January 2008 - September 2011
Engage PR January 2007 - September 2007
Genesis Burson Marsteller June 2005 - January 2007
Self-employed October 2003 - May 2005
Bowne June 2002 - September 2003
State Street October 2000 - April 2002
Informix February 1998 - October 2000
Russell Stover Candies May 1997 - February 1998
Skills
Talent Development, Leadership Development, Instructional Design, Training, Employee Training, Personal Branding, Learning Management..., Employee Relations, Program Management, Onboarding, Situational Leadership, Strategic Communications, Project Management, Management, Organizational..., Executive Coaching, Career Development, Mentoring, Talent Management, Organizational..., DISC, Meyers Briggs, VILT, Performance Management, Human Resources, Succession Planning, Leadership, Employee Engagement, Staff Development, Management Consulting, Legal Compliance, Talent Acquisition, Retail, Coaching, Team Building, Conflict Resolution, HRIS, Workforce Planning, New Hire Orientations, Job Descriptions, Teamwork, Communication Skills, Path-Goal Leadership
Education
Emporia State University 1993 — 1996
BFA, Communication
Nicole Blundell's State Street Experience June 2015 - Present
Job Assistant Vice President
Industry Investment Banking
Experience
State Street June 2015 - Present
State Street February 2015 - Present
State Street April 2006 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2006
Peabody Office October 1996 - September 2000
Skills
Securities, Time Management, Equities, PowerPoint, Outlook, Mutual Funds, Microsoft Excel, Microsoft Word
Education
Emmanuel College 1990 — 1994
BA, English, History
State Street June 2015 - Present
State Street February 2015 - Present
State Street April 2006 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2006
Peabody Office October 1996 - September 2000
Skills
Securities, Time Management, Equities, PowerPoint, Outlook, Mutual Funds, Microsoft Excel, Microsoft Word
Education
Emmanuel College 1990 — 1994
BA, English, History
Christen D. Smith's State Street Experience May 2013 - August 2014
Job Attorney
Industry Law Practice
Experience
Glynn Law Offices March 2015 - Present
State Street May 2013 - August 2014
State Street November 2012 - May 2013
Professional Staffing Group March 2012 - October 2012
New Leaf Legal, LLC September 2011 - December 2011
Cape Cod Baseball League May 2010 - September 2011
NetScout Systems January 2011 - April 2011
United States Bankruptcy Court May 2010 - August 2010
Skills
Legal Research, Legal Writing, Intellectual Property, Corporate Law, Licensing, Copyright Law, Due Diligence, Negotiation, Microsoft Office, Research, Trademarks, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Analysis, Customer Service, Editing, Westlaw, Social Networking, Contract Management, Outlook, Strategic Planning, Bankruptcy, Financial Services, Contract Negotiation, Document Drafting, Time Management, Insurance
Education
Suffolk University Law School 2008 — 2011
JD
Fairfield University 2004 — 2008
BA, Economics
National University of Ireland, Galway 2007 — 2007
Glynn Law Offices March 2015 - Present
State Street May 2013 - August 2014
State Street November 2012 - May 2013
Professional Staffing Group March 2012 - October 2012
New Leaf Legal, LLC September 2011 - December 2011
Cape Cod Baseball League May 2010 - September 2011
NetScout Systems January 2011 - April 2011
United States Bankruptcy Court May 2010 - August 2010
Skills
Legal Research, Legal Writing, Intellectual Property, Corporate Law, Licensing, Copyright Law, Due Diligence, Negotiation, Microsoft Office, Research, Trademarks, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Analysis, Customer Service, Editing, Westlaw, Social Networking, Contract Management, Outlook, Strategic Planning, Bankruptcy, Financial Services, Contract Negotiation, Document Drafting, Time Management, Insurance
Education
Suffolk University Law School 2008 — 2011
JD
Fairfield University 2004 — 2008
BA, Economics
National University of Ireland, Galway 2007 — 2007
Daniela Gioffre Daniela Gioffre's State Street Experience February 2015 - April 2015
Job Luxury Real Estate
Industry Real Estate
Experience
Elegran Real Estate April 2015 - Present
State Street February 2015 - April 2015
State Street April 2014 - 2015
Brunello Cucinelli March 2010 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Luxury Goods, Leadership, Team Leadership, Microsoft Excel, Teamwork, Investments, Sales, Budgets, Strategic Planning, English, Financial Reporting, HTML, Photoshop, Investment Properties, Corporate Finance, Finance, Team Building, Customer Service, Project Planning, Business Analysis, Luxury, Luxury Homes
Education
Fairfield University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General
Elegran Real Estate April 2015 - Present
State Street February 2015 - April 2015
State Street April 2014 - 2015
Brunello Cucinelli March 2010 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Luxury Goods, Leadership, Team Leadership, Microsoft Excel, Teamwork, Investments, Sales, Budgets, Strategic Planning, English, Financial Reporting, HTML, Photoshop, Investment Properties, Corporate Finance, Finance, Team Building, Customer Service, Project Planning, Business Analysis, Luxury, Luxury Homes
Education
Fairfield University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General
Nory Hayes's State Street Experience October 2014 - Present
Job State Street Client Service Senior Associate, Wealth Manager Services at State Street
Industry Investment Management
Experience
State Street October 2014 - Present
State Street December 2010 - October 2014
Michael Hayes Co January 2002 - December 2010
Emmanuel College September 2006 - May 2010
The Warren Group January 2010 - April 2010
Newport Hospital May 2009 - June 2009
Skills
Time Management, Sales, Public Relations, Outlook, PowerPoint, Strategy, Budgets, Leadership, Microsoft Excel, Training, Microsoft Word, Marketing, Social Networking, Social Media, Customer Service, Management, Communication
Education
Emmanuel College 2006 — 2010
Bachelor of Arts, Business Management
State Street October 2014 - Present
State Street December 2010 - October 2014
Michael Hayes Co January 2002 - December 2010
Emmanuel College September 2006 - May 2010
The Warren Group January 2010 - April 2010
Newport Hospital May 2009 - June 2009
Skills
Time Management, Sales, Public Relations, Outlook, PowerPoint, Strategy, Budgets, Leadership, Microsoft Excel, Training, Microsoft Word, Marketing, Social Networking, Social Media, Customer Service, Management, Communication
Education
Emmanuel College 2006 — 2010
Bachelor of Arts, Business Management
Angela Schaefer's State Street Experience 2007 - 2008
Job Accounting Manager at Watco Companies, L.L.C.
Industry Transportation/Trucking/Railroad
Experience
Watco Companies LLC May 2015 - Present
Watco Companies, L.L.C. October 2014 - Present
Watco Companies LLC June 2012 - October 2014
Teva Neuroscience July 2011 - June 2012
YRC Worldwide, Inc. July 2008 - July 2011
State Street 2007 - 2008
Skills
Accounting, Financial Analysis, Process Improvement, Transportation, Microsoft Excel, Team Building, Customer Service
Education
Emporia State University 2005 — 2007
MBA, Accounting
Watco Companies LLC May 2015 - Present
Watco Companies, L.L.C. October 2014 - Present
Watco Companies LLC June 2012 - October 2014
Teva Neuroscience July 2011 - June 2012
YRC Worldwide, Inc. July 2008 - July 2011
State Street 2007 - 2008
Skills
Accounting, Financial Analysis, Process Improvement, Transportation, Microsoft Excel, Team Building, Customer Service
Education
Emporia State University 2005 — 2007
MBA, Accounting
Blaise Kearns's State Street Experience June 2015 - Present
Job Client Service Specialist, Associate II at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
New York Life Insurance Company September 2014 - December 2014
Endicott College January 2012 - November 2014
Country Club of Troy June 2011 - August 2013
AXA Advisors December 2012 - January 2013
United Group of Companies December 2011 - January 2012
Frear Park Municipal Golf Course June 2010 - September 2010
Skills
Microsoft Excel,..., PowerPoint, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Teamwork, Management, Leadership, Time Management, Peer Tutoring, Facebook, Marketing
Education
Endicott College 2011 — 2015
Bachelor of Science, Business Administration - Finance, 3.88
State Street June 2015 - Present
New York Life Insurance Company September 2014 - December 2014
Endicott College January 2012 - November 2014
Country Club of Troy June 2011 - August 2013
AXA Advisors December 2012 - January 2013
United Group of Companies December 2011 - January 2012
Frear Park Municipal Golf Course June 2010 - September 2010
Skills
Microsoft Excel,..., PowerPoint, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Teamwork, Management, Leadership, Time Management, Peer Tutoring, Facebook, Marketing
Education
Endicott College 2011 — 2015
Bachelor of Science, Business Administration - Finance, 3.88
Brien Bates Brien Bates's State Street Experience June 2014 - Present
Job Accounting/Pricing Specialist at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street June 2013 - August 2013
Bates Communications June 2012 - August 2012
Weston Golf Club 2009 - 2011
Skills
Social Media, Microsoft Office, Public Speaking, Facebook, Marketing, Research, Marketing Research, Social Networking, Teamwork, Salesforce.com, Database Administration, Critical Thinking, Coaching, Social Media Marketing, Online Research, Time Management
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Communications and Marketing, 2014
Wellesley High School 2006 — 2010
State Street June 2014 - Present
State Street June 2013 - August 2013
Bates Communications June 2012 - August 2012
Weston Golf Club 2009 - 2011
Skills
Social Media, Microsoft Office, Public Speaking, Facebook, Marketing, Research, Marketing Research, Social Networking, Teamwork, Salesforce.com, Database Administration, Critical Thinking, Coaching, Social Media Marketing, Online Research, Time Management
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Communications and Marketing, 2014
Wellesley High School 2006 — 2010
Jenna Spector Jenna Spector's State Street Experience December 2007 - March 2010
Job Customer Service Manager at IPC Systems, Inc.
Industry Financial Services
Experience
IPC Systems, Inc. November 2014 - Present
Gooch Capital September 2012 - June 2013
MND Partners June 2012 - July 2012
Societe Generale September 2010 - March 2012
Deutsche Bank July 2010 - September 2010
State Street December 2007 - March 2010
Bear Stearns August 2006 - October 2007
Skills
Financial Markets, Fundamental Analysis, Valuation, Economics, Competitive Analysis, New Business Development, Sales, Project Management, Strategic Planning, Leadership, Team Building, Quality Assurance, FX Options, FX Spot, FX Swaps, Currenex, eFX, Flextrade, Execution Management..., Program Trading, Order Routing, Ultra Low Latency, Low Latency, Algos, Dark Pools, Fixed Income, Trading Systems, Electronic Trading, Prime Brokerage, Trading, Middle Office, Equities, FX trading, Asset Management, Currency, Foreign Exchange, Commodity, Investments, Hedge Funds, Options, Equity Trading, Equity Derivatives, Bloomberg, Trading Strategies, Proprietary Trading, Derivatives, Capital Markets, Bonds, Liquidity, Hedging
Education
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Accounting
American University of Rome 2005 — 2005
study abroad program, Finance
IPC Systems, Inc. November 2014 - Present
Gooch Capital September 2012 - June 2013
MND Partners June 2012 - July 2012
Societe Generale September 2010 - March 2012
Deutsche Bank July 2010 - September 2010
State Street December 2007 - March 2010
Bear Stearns August 2006 - October 2007
Skills
Financial Markets, Fundamental Analysis, Valuation, Economics, Competitive Analysis, New Business Development, Sales, Project Management, Strategic Planning, Leadership, Team Building, Quality Assurance, FX Options, FX Spot, FX Swaps, Currenex, eFX, Flextrade, Execution Management..., Program Trading, Order Routing, Ultra Low Latency, Low Latency, Algos, Dark Pools, Fixed Income, Trading Systems, Electronic Trading, Prime Brokerage, Trading, Middle Office, Equities, FX trading, Asset Management, Currency, Foreign Exchange, Commodity, Investments, Hedge Funds, Options, Equity Trading, Equity Derivatives, Bloomberg, Trading Strategies, Proprietary Trading, Derivatives, Capital Markets, Bonds, Liquidity, Hedging
Education
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Accounting
American University of Rome 2005 — 2005
study abroad program, Finance
Darren Costa Darren Costa's State Street Experience May 2008 - June 2011
Job Certified Public Accountant
Industry Financial Services
Experience
Endurance International Group 2014 - Present
City of Somerville June 2011 - October 2014
State Street May 2008 - June 2011
Investors Bank & Trust August 2004 - April 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, MSA
Fairfield University 2000 — 2004
BA, BS
Endurance International Group 2014 - Present
City of Somerville June 2011 - October 2014
State Street May 2008 - June 2011
Investors Bank & Trust August 2004 - April 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, MSA
Fairfield University 2000 — 2004
BA, BS
Christopher Serpa's State Street Experience February 2013 - Present
Job Fund Administrator at State Street
Industry Investment Management
Experience
State Street February 2013 - Present
Coldwell Banker Residential Brokerage August 2011 - December 2011
FGX International December 2009 - January 2010
Olympic Physical Therapy December 2008 - January 2009
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration
State Street February 2013 - Present
Coldwell Banker Residential Brokerage August 2011 - December 2011
FGX International December 2009 - January 2010
Olympic Physical Therapy December 2008 - January 2009
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration
Tony Celia's State Street Experience January 2006 - November 2006
Job Structured Finance Analyst at PPM America
Industry Financial Services
Experience
PPM America June 2012 - Present
PPM America October 2010 - June 2012
PPM America September 2007 - October 2010
US Bank November 2006 - September 2007
State Street January 2006 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Derivatives, Investments, Credit Analysis
Education
Emmanuel College 2001 — 2005
BA, Business Management
PPM America June 2012 - Present
PPM America October 2010 - June 2012
PPM America September 2007 - October 2010
US Bank November 2006 - September 2007
State Street January 2006 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Derivatives, Investments, Credit Analysis
Education
Emmanuel College 2001 — 2005
BA, Business Management
David Albin David Albin's State Street Experience April 2008 - April 2009
Job Vendor Relations Representative at Barnes and Noble
Industry Accounting
Experience
Barnes and Noble July 2015 - Present
Infinite Conferencing - An Onstream Media Company September 2014 - April 2015
Avada Audiology & Hearing Care January 2014 - August 2014
Community Education Center August 2012 - September 2013
Dow Jones 2009 - 2012
State Street April 2008 - April 2009
Skills
Account Reconciliation, Invoicing, Journal Entries, Financial Reporting, Forecasting, Financial Statements, Accounting, Auditing
Education
Fairleigh Dickinson University 2003 — 2008
Bachelor of Science, Accounting and Finance
HHS
Barnes and Noble July 2015 - Present
Infinite Conferencing - An Onstream Media Company September 2014 - April 2015
Avada Audiology & Hearing Care January 2014 - August 2014
Community Education Center August 2012 - September 2013
Dow Jones 2009 - 2012
State Street April 2008 - April 2009
Skills
Account Reconciliation, Invoicing, Journal Entries, Financial Reporting, Forecasting, Financial Statements, Accounting, Auditing
Education
Fairleigh Dickinson University 2003 — 2008
Bachelor of Science, Accounting and Finance
HHS
Rich Passaro's State Street Experience August 2013 - March 2014
Job Analyst at Eversource Energy
Industry Utilities
Experience
Eversource Energy March 2014 - Present
State Street August 2013 - March 2014
Mortgage Master May 2012 - April 2013
Northwestern Mutual October 2011 - December 2011
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel
Education
Endicott College 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Eversource Energy March 2014 - Present
State Street August 2013 - March 2014
Mortgage Master May 2012 - April 2013
Northwestern Mutual October 2011 - December 2011
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel
Education
Endicott College 2007 — 2011
Bachelor of Science (BS), Business Administration, Finance
Brittaney Smith Brittaney Smith's State Street Experience May 2012 - Present
Job Security Valuations Intern at State Street
Industry Financial Services
Experience
State Street May 2012 - Present
Dance Academy September 2004 - Present
Fairfield University September 2012 - May 2014
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Access, Microsoft Excel, Bloomberg Terminal, Website Design, Access, Mutual Funds, Investments, PowerPoint, Financial Analysis, Time Management, Teamwork, Research, Social Media, Public Speaking, Microsoft Office, Leadership, Event Planning
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance Major/ Mathematics Minor
Ursuline Academy 2006 — 2012
State Street May 2012 - Present
Dance Academy September 2004 - Present
Fairfield University September 2012 - May 2014
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Access, Microsoft Excel, Bloomberg Terminal, Website Design, Access, Mutual Funds, Investments, PowerPoint, Financial Analysis, Time Management, Teamwork, Research, Social Media, Public Speaking, Microsoft Office, Leadership, Event Planning
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance Major/ Mathematics Minor
Ursuline Academy 2006 — 2012
Ted Kim, CFA's State Street Experience 2014 - Present
Job Strategic Finance Executive
Industry Financial Services
Experience
State Street 2014 - Present
Aetna June 2011 - September 2013
Aetna April 2006 - June 2011
CIGNA Healthcare January 2005 - April 2006
Arthur D. Little May 2002 - December 2004
Arthur Andersen June 1997 - August 2001
Skills
Corporate Finance, Strategy, Healthcare, Valuation, Finance, Financial Modeling, Mergers, Corporate Development, Financial Analysis, Due Diligence, Insurance, Risk Management, Strategic Financial..., Acquisition Integration, Venture Capital, Mergers & Acquisitions, Investment Banking, Portfolio Management, Capital Markets, Analysis, Derivatives, Divestitures, Banking, Treasury, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
Emory University 1993 — 1997
BBA w/ Distinction
Harvard University, John F. Kennedy School of Government
State Street 2014 - Present
Aetna June 2011 - September 2013
Aetna April 2006 - June 2011
CIGNA Healthcare January 2005 - April 2006
Arthur D. Little May 2002 - December 2004
Arthur Andersen June 1997 - August 2001
Skills
Corporate Finance, Strategy, Healthcare, Valuation, Finance, Financial Modeling, Mergers, Corporate Development, Financial Analysis, Due Diligence, Insurance, Risk Management, Strategic Financial..., Acquisition Integration, Venture Capital, Mergers & Acquisitions, Investment Banking, Portfolio Management, Capital Markets, Analysis, Derivatives, Divestitures, Banking, Treasury, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
Emory University 1993 — 1997
BBA w/ Distinction
Harvard University, John F. Kennedy School of Government
Katherine (Killeen) Tuohy's State Street Experience November 2014 - Present
Job
Industry Information Technology and Services
Experience
State Street November 2014 - Present
State Street Corporation (formerly IBT) July 2007 - November 2014
Investor's Bank & Trust July 2002 - July 2007
Lewtan Technologies June 2000 - July 2002
Skills
Mutual Funds, Financial Services, Fixed Income, Asset Management, Bloomberg, Alternative Investments, Middle Office, Securities, Investments, Fund Accounting, Equities, Portfolio Management, Derivatives, Hedge Funds, Capital Markets, Financial Analysis, Back Office, Bonds, Corporate Actions
Education
Fairfield University
BS
Brookfield High School
State Street November 2014 - Present
State Street Corporation (formerly IBT) July 2007 - November 2014
Investor's Bank & Trust July 2002 - July 2007
Lewtan Technologies June 2000 - July 2002
Skills
Mutual Funds, Financial Services, Fixed Income, Asset Management, Bloomberg, Alternative Investments, Middle Office, Securities, Investments, Fund Accounting, Equities, Portfolio Management, Derivatives, Hedge Funds, Capital Markets, Financial Analysis, Back Office, Bonds, Corporate Actions
Education
Fairfield University
BS
Brookfield High School
Ari Werb's State Street Experience July 2002 - October 2004
Job Business Architect at MetLife Auto & Home
Industry Insurance
Experience
MetLife February 2012 - Present
MetLife November 2004 - January 2012
State Street July 2002 - October 2004
Skills
Property & Casualty..., Insurance, Business Analysis, SDLC, Process Improvement, Project Management, Risk Management, General Insurance, Analysis, Business Process..., Requirements Gathering
Education
University of Massachusetts, Amherst 1989 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Davis - Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Erasmus University Rotterdam 1997 — 1997
MetLife February 2012 - Present
MetLife November 2004 - January 2012
State Street July 2002 - October 2004
Skills
Property & Casualty..., Insurance, Business Analysis, SDLC, Process Improvement, Project Management, Risk Management, General Insurance, Analysis, Business Process..., Requirements Gathering
Education
University of Massachusetts, Amherst 1989 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Davis - Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Erasmus University Rotterdam 1997 — 1997
Scott Pons's State Street Experience 2002 - 2004
Job
Industry Financial Services
Experience
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Anna Semakhin, CFA's State Street Experience May 2009 - December 2010
Job Senior Global Trader at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2013 - Present
Eaton Vance February 2011 - October 2013
State Street May 2009 - December 2010
Rabobank International June 2008 - August 2008
Rabobank International June 2007 - August 2007
State Street Global Markets May 2006 - August 2006
Skills
Passed all 3 levels of..., Fixed Income, Capital Markets, Equities, FX Options, Options, Trading, Emerging Markets, Market Risk, Global Macro, Bloomberg, Derivatives, Portfolio Management, Asset Management, Investments, Financial Markets, Equity Research
Education
McGill University 2005 — 2008
Bachelor of Commerce (BCom), Jt Honors Economics and Finance, Math Minor
ESADE Business & Law School
Eaton Vance October 2013 - Present
Eaton Vance February 2011 - October 2013
State Street May 2009 - December 2010
Rabobank International June 2008 - August 2008
Rabobank International June 2007 - August 2007
State Street Global Markets May 2006 - August 2006
Skills
Passed all 3 levels of..., Fixed Income, Capital Markets, Equities, FX Options, Options, Trading, Emerging Markets, Market Risk, Global Macro, Bloomberg, Derivatives, Portfolio Management, Asset Management, Investments, Financial Markets, Equity Research
Education
McGill University 2005 — 2008
Bachelor of Commerce (BCom), Jt Honors Economics and Finance, Math Minor
ESADE Business & Law School
Gregory Healy's State Street Experience April 2006 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street April 2006 - Present
Statestreet August 2002 - March 2006
Statestreet August 2001 - August 2002
state street corporation July 2000 - August 2001
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Securities, Financial Services, Fund Accounting, Asset Management, Derivatives, Financial Analysis, Hedge Funds, Portfolio Management
Education
Fairfield University 1996 — 2000
State Street April 2006 - Present
Statestreet August 2002 - March 2006
Statestreet August 2001 - August 2002
state street corporation July 2000 - August 2001
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Securities, Financial Services, Fund Accounting, Asset Management, Derivatives, Financial Analysis, Hedge Funds, Portfolio Management
Education
Fairfield University 1996 — 2000
Daniel Meehan's State Street Experience June 1995 - June 1996
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2005 - Present
Hoefer & Arnett, Inc. July 2004 - November 2005
Fox-Pitt, Kelton March 2001 - June 2004
Prudential Securities July 2000 - March 2001
Prudential Securities July 1996 - July 1998
State Street June 1995 - June 1996
Skills
Securities, Equities, Investment Strategies, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Fairfield University 1991 — 1995
BA, Economics
Dover-Sherborn Reg H.S. 1987 — 1991
Wells Fargo Advisors November 2005 - Present
Hoefer & Arnett, Inc. July 2004 - November 2005
Fox-Pitt, Kelton March 2001 - June 2004
Prudential Securities July 2000 - March 2001
Prudential Securities July 1996 - July 1998
State Street June 1995 - June 1996
Skills
Securities, Equities, Investment Strategies, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Fairfield University 1991 — 1995
BA, Economics
Dover-Sherborn Reg H.S. 1987 — 1991
Matthew Castillo's State Street Experience May 2011 - July 2014
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft August 2014 - Present
State Street May 2011 - July 2014
UBS Investment Bank July 2007 - May 2011
Skills
Bloomberg, Asset Management, Derivatives, Equities, Fixed Income
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Citisoft August 2014 - Present
State Street May 2011 - July 2014
UBS Investment Bank July 2007 - May 2011
Skills
Bloomberg, Asset Management, Derivatives, Equities, Fixed Income
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Dustin Hinkle's State Street Experience September 2004 - November 2005
Job Staff Accountant at Berkel & Company Contractors Inc.
Industry Accounting
Experience
Berkel & Company Contractors Inc. November 2005 - Present
State Street September 2004 - November 2005
The EPOCH Group April 2002 - September 2004
Education
Emporia State University 1998 — 2002
Berkel & Company Contractors Inc. November 2005 - Present
State Street September 2004 - November 2005
The EPOCH Group April 2002 - September 2004
Education
Emporia State University 1998 — 2002
David Haffty's State Street Experience October 2006 - July 2007
Job Business Development
Industry Hospital & Health Care
Experience
Navin, Haffty & Associates November 2014 - Present
EY December 2013 - October 2014
Navin, Haffty & Associates September 2011 - December 2013
Infosys Consulting, Inc. July 2009 - November 2011
Barclays June 2008 - August 2008
State Street October 2006 - July 2007
GMP Pharmaceuticals October 2005 - August 2006
Jiangmen Quantum Hi-Tech Biological Engineering July 2005 - October 2005
International Intellectual Property Institute July 2003 - July 2005
Skills
Program Management, Business Strategy, Management Consulting, Consulting, Strategy, Operational Excellence, Project Management, Process Improvement, Business Process..., Start-ups, IT Strategy, Business Transformation, Business Analysis, ERP, International..., International Strategy, Mobile Marketing, Mobile Strategy, Mobile Payments, Trimble GPS, GPS Applications, Oil & Gas Industry, Mobile Telephony, Franchise Consulting, CPOE, Healthcare Information..., Epic Systems, Cerner, Ambulatory, Analytics, Marketing Strategy, Mergers, EHR, Software Implementation, Healthcare, Healthcare Consulting, Informatics, ASAP, Software Documentation, GoLive, Visio, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Concentrations in Strategic Management and Operations Management
University of Richmond - Robins School of Business 1998 — 2002
B.S., Business Administration, Concentration in Economics
Erasmus University Rotterdam
St. John's High School
Navin, Haffty & Associates November 2014 - Present
EY December 2013 - October 2014
Navin, Haffty & Associates September 2011 - December 2013
Infosys Consulting, Inc. July 2009 - November 2011
Barclays June 2008 - August 2008
State Street October 2006 - July 2007
GMP Pharmaceuticals October 2005 - August 2006
Jiangmen Quantum Hi-Tech Biological Engineering July 2005 - October 2005
International Intellectual Property Institute July 2003 - July 2005
Skills
Program Management, Business Strategy, Management Consulting, Consulting, Strategy, Operational Excellence, Project Management, Process Improvement, Business Process..., Start-ups, IT Strategy, Business Transformation, Business Analysis, ERP, International..., International Strategy, Mobile Marketing, Mobile Strategy, Mobile Payments, Trimble GPS, GPS Applications, Oil & Gas Industry, Mobile Telephony, Franchise Consulting, CPOE, Healthcare Information..., Epic Systems, Cerner, Ambulatory, Analytics, Marketing Strategy, Mergers, EHR, Software Implementation, Healthcare, Healthcare Consulting, Informatics, ASAP, Software Documentation, GoLive, Visio, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Concentrations in Strategic Management and Operations Management
University of Richmond - Robins School of Business 1998 — 2002
B.S., Business Administration, Concentration in Economics
Erasmus University Rotterdam
St. John's High School
Nichole Hagopian's State Street Experience October 2014 - Present
Job Strategic Workforce Planning & HR Analytics Consultant at State Street
Industry Human Resources
Experience
State Street October 2014 - Present
Bain & Company August 2013 - August 2014
State Street January 2013 - August 2013
State Street April 2012 - December 2012
State Street July 2011 - April 2012
State Street December 2009 - July 2011
State Street June 2007 - December 2009
Rogerson Communities November 2005 - June 2007
Bay Cove Human Services September 2003 - November 2005
Skills
Employee Relations, Onboarding, Talent Management, Performance Management, Talent Acquisition, HRIS, Human Resources, Employee Engagement, HR Policies, Employee Benefits, New Hire Orientations, Change Management, Succession Planning, Leadership, Sourcing, Leadership Development, Vendor Management, Organizational..., Interviews, Applicant Tracking..., Screening, Training, Policy, College Recruiting, Management, Strategy, Temporary Placement, Personnel Management, Career Development, Workforce Planning, Technical Recruiting, Job Descriptions, Analysis, Internet Recruiting, Benefits Administration, Employment Law, Employee Training, Compensation & Benefit, Graduate Recruitment, PeopleSoft, Labor Relations, Employer Branding, HR Consulting, Executive Search, Organizational..., Contract Recruitment, Organizational Design, Job Evaluation, Screening Resumes, Recruitment Advertising
Education
Emmanuel College 2005 — 2010
M.A., Human Resources Management
Providence College 1998 — 2003
B.A., Psychology
State Street October 2014 - Present
Bain & Company August 2013 - August 2014
State Street January 2013 - August 2013
State Street April 2012 - December 2012
State Street July 2011 - April 2012
State Street December 2009 - July 2011
State Street June 2007 - December 2009
Rogerson Communities November 2005 - June 2007
Bay Cove Human Services September 2003 - November 2005
Skills
Employee Relations, Onboarding, Talent Management, Performance Management, Talent Acquisition, HRIS, Human Resources, Employee Engagement, HR Policies, Employee Benefits, New Hire Orientations, Change Management, Succession Planning, Leadership, Sourcing, Leadership Development, Vendor Management, Organizational..., Interviews, Applicant Tracking..., Screening, Training, Policy, College Recruiting, Management, Strategy, Temporary Placement, Personnel Management, Career Development, Workforce Planning, Technical Recruiting, Job Descriptions, Analysis, Internet Recruiting, Benefits Administration, Employment Law, Employee Training, Compensation & Benefit, Graduate Recruitment, PeopleSoft, Labor Relations, Employer Branding, HR Consulting, Executive Search, Organizational..., Contract Recruitment, Organizational Design, Job Evaluation, Screening Resumes, Recruitment Advertising
Education
Emmanuel College 2005 — 2010
M.A., Human Resources Management
Providence College 1998 — 2003
B.A., Psychology
Jennifer Mier's State Street Experience April 2000 - December 2010
Job Support Analyst at State Street
Industry Accounting
Experience
State Street April 2000 - December 2010
Assurant April 1997 - April 2000
Education
Emporia State University 1992 — 1996
State Street April 2000 - December 2010
Assurant April 1997 - April 2000
Education
Emporia State University 1992 — 1996
Leslie Mullen's State Street Experience October 2012 - Present
Job Asst. Vice President USIS Global Services at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
State Street July 2011 - October 2012
StateStreet Corp March 2010 - July 2011
Skills
Bloomberg, Fixed Income, CRM, Business Analysis, Data Analysis, Microsoft Excel, Management, Mutual Funds, Research, Financial Analysis, Financial Services, Derivatives, Finance, Strategy, Equities, Microsoft Word, Process Improvement, Risk Management
Education
Fairfield University 1999 — 2003
Bachelor of Science (BS), Marketing
State Street October 2012 - Present
State Street July 2011 - October 2012
StateStreet Corp March 2010 - July 2011
Skills
Bloomberg, Fixed Income, CRM, Business Analysis, Data Analysis, Microsoft Excel, Management, Mutual Funds, Research, Financial Analysis, Financial Services, Derivatives, Finance, Strategy, Equities, Microsoft Word, Process Improvement, Risk Management
Education
Fairfield University 1999 — 2003
Bachelor of Science (BS), Marketing
W. Gregory Mason's State Street Experience Senior AssociateState StreetOctober 2000 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street Senior AssociateState StreetOctober 2000 - Present
Education
Emmanuel College 2001 — 2003
State Street Senior AssociateState StreetOctober 2000 - Present
Education
Emmanuel College 2001 — 2003
James Dooley's State Street Experience September 2003 - March 2005
Job Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield April 2015 - Present
The DSF Group September 2014 - April 2015
AEW Capital Management June 2008 - August 2014
AEW Capital Management March 2005 - June 2008
State Street September 2003 - March 2005
Skills
Real Estate, Asset Management, Valuation, Financial Modeling, Landlord, Investment Properties, Asset Managment, Private Equity, Bloomberg, Commercial Real Estate, Disposition, Portfolio Management, Investments, Real Estate Economics, Underwriting
Education
Fairfield University 1999 — 2003
BS, Accounting/Finance
Cushman & Wakefield April 2015 - Present
The DSF Group September 2014 - April 2015
AEW Capital Management June 2008 - August 2014
AEW Capital Management March 2005 - June 2008
State Street September 2003 - March 2005
Skills
Real Estate, Asset Management, Valuation, Financial Modeling, Landlord, Investment Properties, Asset Managment, Private Equity, Bloomberg, Commercial Real Estate, Disposition, Portfolio Management, Investments, Real Estate Economics, Underwriting
Education
Fairfield University 1999 — 2003
BS, Accounting/Finance
Boubacar Vilane's State Street Experience March 2006 - July 2009
Job Finance Faculty at Grantham University
Industry Education Management
Experience
Grantham University May 2014 - Present
J.P. Morgan Asset Management September 2012 - April 2014
KeyBank Real Estate Capital November 2010 - August 2012
KeyBank Real Estate Capital July 2009 - January 2011
State Street March 2006 - July 2009
Edward Jones January 2006 - March 2007
Emporia State University August 2005 - December 2005
Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development
Education
Columbia Southern University 2009 — 2015
DBA in Business Administration, Business administration
Emporia State University 2002 — 2005
M.B.A, Business Administration
Cheikh Anta Diop University 1995 — 1999
Master in Economics, Economics
Grantham University May 2014 - Present
J.P. Morgan Asset Management September 2012 - April 2014
KeyBank Real Estate Capital November 2010 - August 2012
KeyBank Real Estate Capital July 2009 - January 2011
State Street March 2006 - July 2009
Edward Jones January 2006 - March 2007
Emporia State University August 2005 - December 2005
Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development
Education
Columbia Southern University 2009 — 2015
DBA in Business Administration, Business administration
Emporia State University 2002 — 2005
M.B.A, Business Administration
Cheikh Anta Diop University 1995 — 1999
Master in Economics, Economics
Melisa Wadsworth's State Street Experience April 2014 - August 2014
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
State Street April 2014 - August 2014
State Street March 2011 - April 2014
State Street Bank March 2010 - March 2011
Education
Emory and Henry College 2001 — 2005
B.S., International Studies and Business
JPMorgan Chase August 2014 - Present
State Street April 2014 - August 2014
State Street March 2011 - April 2014
State Street Bank March 2010 - March 2011
Education
Emory and Henry College 2001 — 2005
B.S., International Studies and Business
Ryan Yanaro's State Street Experience 2007 - July 2011
Job Finance and Operations Manager at Green Century Capital Management
Industry Financial Services
Experience
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Chad Burhance's State Street Experience 2005 - 2010
Job Partner, Head of NewOak Solutions at NewOak Capital
Industry Financial Services
Experience
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
Susan Flannery Huffman's State Street Experience September 1989 - June 1990
Job Independent Business Consultant
Industry Financial Services
Experience
Deutsche Bank June 1999 - March 2007
Bankers Trust Company June 1990 - June 1999
State Street September 1989 - June 1990
Education
New York University - Leonard N. Stern School of Business 1991 — 1997
MBA
Fairfield University 1985 — 1989
BA
Deutsche Bank June 1999 - March 2007
Bankers Trust Company June 1990 - June 1999
State Street September 1989 - June 1990
Education
New York University - Leonard N. Stern School of Business 1991 — 1997
MBA
Fairfield University 1985 — 1989
BA
David Merrigan's State Street Experience June 2010 - February 2011
Job Connectivity Consultant at Eze Castle Software
Industry Financial Services
Experience
Eze Castle Software July 2011 - August 2013
State Street June 2010 - February 2011
Wellington Management June 2009 - December 2009
Detwiler Fenton & Co June 2008 - December 2008
Skills
Series 7, FIX, Foreign Exchange
Education
Northeastern University 2006 — 2011
Business Administration, Finance & Accounting
ESIC: Business & Marketing School 2010 — 2010
International Finance and Cross Cultural Business Communication
Eze Castle Software July 2011 - August 2013
State Street June 2010 - February 2011
Wellington Management June 2009 - December 2009
Detwiler Fenton & Co June 2008 - December 2008
Skills
Series 7, FIX, Foreign Exchange
Education
Northeastern University 2006 — 2011
Business Administration, Finance & Accounting
ESIC: Business & Marketing School 2010 — 2010
International Finance and Cross Cultural Business Communication
Jalaja Subhash's State Street Experience May 2007 - July 2008
Job Software Engineer at Anacomp
Industry Computer Software
Experience
Anacomp August 2008 - May 2010
State Street May 2007 - July 2008
Pitney Bowes June 2006 - April 2007
Skills
.NET, Software Development, SQL
Education
Fairfield University 2004 — 2006
M.S., Software Engineering
Anacomp August 2008 - May 2010
State Street May 2007 - July 2008
Pitney Bowes June 2006 - April 2007
Skills
.NET, Software Development, SQL
Education
Fairfield University 2004 — 2006
M.S., Software Engineering
Mike Tabachnick's State Street Experience May 2004 - April 2007
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Pyramis Global Advisors, Fidelity Investments April 2007 - December 2010
State Street May 2004 - April 2007
Goodwin Procter LLP September 2000 - April 2004
Skills
Mergers & Acquisitions, Corporate Law, Mutual Funds, Corporate Governance, Due Diligence, Financial Services, Legal Research, Hedge Funds
Education
Northeastern University School of Law 1997 — 2000
JD, law
Emory University 1992 — 1996
BA, Philosphy and Political Science
Needham High School 1988 — 1992
Fidelity Investments April 2007 - Present
Pyramis Global Advisors, Fidelity Investments April 2007 - December 2010
State Street May 2004 - April 2007
Goodwin Procter LLP September 2000 - April 2004
Skills
Mergers & Acquisitions, Corporate Law, Mutual Funds, Corporate Governance, Due Diligence, Financial Services, Legal Research, Hedge Funds
Education
Northeastern University School of Law 1997 — 2000
JD, law
Emory University 1992 — 1996
BA, Philosphy and Political Science
Needham High School 1988 — 1992
Denise Sisk's State Street Experience 1991 - 2000
Job Managing Director at SSgA
Industry Financial Services
Experience
State Street Global Advisors (SSgA) 2005 - Present
CitiStreet 2000 - 2005
State Street 1991 - 2000
Skills
Investments, Compliance, Risk Management, Financial Services, Asset Management, Defined Contribution, Fiduciary Services, Alternative Investments, Portfolio Management
Education
Suffolk University Law School 1988 — 1991
JD, Law
Fairfield University 1984 — 1988
BS, Finance
State Street Global Advisors (SSgA) 2005 - Present
CitiStreet 2000 - 2005
State Street 1991 - 2000
Skills
Investments, Compliance, Risk Management, Financial Services, Asset Management, Defined Contribution, Fiduciary Services, Alternative Investments, Portfolio Management
Education
Suffolk University Law School 1988 — 1991
JD, Law
Fairfield University 1984 — 1988
BS, Finance
John F. Delaney III's State Street Experience September 2003 - December 2004
Job Fund Services Professional
Industry Financial Services
Experience
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Patrick Gallant's State Street Experience December 2014 - Present
Job Business Analyst, Officer at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
State Street January 2013 - December 2014
State Street November 2011 - January 2013
State Street August 2009 - November 2011
State Street November 2007 - August 2009
Skills
Fund Accounting, Mutual Funds, Fund Administration, Corporate Actions, Bloomberg, Securities, Equities, Accounting, Financial Analysis, Fixed Income, Financial Services, Account Reconciliation, Bonds, Investments, Derivatives, Finance, Financial Reporting, Bloomberg Terminal, Hedge Funds, Banking, Alternative Investments, Microsoft Excel, ETFs, Business Analysis, Microsoft Word, Customer Service, PowerPoint, Private Equity, Public Speaking, Risk Management, Data Analysis
Education
Endicott College 2012 — 2014
Master of Business Administration (MBA), MBA
Providence College 2003 — 2007
B.S., Business Management
State Street December 2014 - Present
State Street January 2013 - December 2014
State Street November 2011 - January 2013
State Street August 2009 - November 2011
State Street November 2007 - August 2009
Skills
Fund Accounting, Mutual Funds, Fund Administration, Corporate Actions, Bloomberg, Securities, Equities, Accounting, Financial Analysis, Fixed Income, Financial Services, Account Reconciliation, Bonds, Investments, Derivatives, Finance, Financial Reporting, Bloomberg Terminal, Hedge Funds, Banking, Alternative Investments, Microsoft Excel, ETFs, Business Analysis, Microsoft Word, Customer Service, PowerPoint, Private Equity, Public Speaking, Risk Management, Data Analysis
Education
Endicott College 2012 — 2014
Master of Business Administration (MBA), MBA
Providence College 2003 — 2007
B.S., Business Management
Shaun Hodge's State Street Experience August 2014 - Present
Job Structured Trust and Analytics Senior at State Street
Industry Accounting
Experience
State Street August 2014 - Present
State Street January 2012 - August 2014
good feet January 2006 - July 2011
Skills
Budgeting, Budget Analysis, Budget Development, Accounting, Financial Forecasting, Capital Management, Market Analysis, Inside Sales, Sales Skills Training, Microsoft Office, Pension Funds, Mutual Funds, Project Management, Loan Servicing, Decisiveness, Tenacious Work Ethic, Meticulous eye for..., Financial Analysis, Bloomberg, Leadership, Fund Accounting, Internal Controls, Cash Management, Forecasting, Loans, Customer Service, Accounts Receivable, Financial Accounting, Microsoft Excel, Financial Reporting, Finance, Auditing, Account Reconciliation, Training, Data Analysis, Financial Statements, Coaching, Cash Flow, GAAP, Cost Accounting, Management Accounting, General Ledger, Journal Entries, Public Speaking, Small Business, US GAAP, Tax Accounting, Bookkeeping
Education
Emporia State University 2009 — 2011
Bachelor's Degree, Accounting
Johnson County Community College 2005 — 2008
Associates, General Education
State Street August 2014 - Present
State Street January 2012 - August 2014
good feet January 2006 - July 2011
Skills
Budgeting, Budget Analysis, Budget Development, Accounting, Financial Forecasting, Capital Management, Market Analysis, Inside Sales, Sales Skills Training, Microsoft Office, Pension Funds, Mutual Funds, Project Management, Loan Servicing, Decisiveness, Tenacious Work Ethic, Meticulous eye for..., Financial Analysis, Bloomberg, Leadership, Fund Accounting, Internal Controls, Cash Management, Forecasting, Loans, Customer Service, Accounts Receivable, Financial Accounting, Microsoft Excel, Financial Reporting, Finance, Auditing, Account Reconciliation, Training, Data Analysis, Financial Statements, Coaching, Cash Flow, GAAP, Cost Accounting, Management Accounting, General Ledger, Journal Entries, Public Speaking, Small Business, US GAAP, Tax Accounting, Bookkeeping
Education
Emporia State University 2009 — 2011
Bachelor's Degree, Accounting
Johnson County Community College 2005 — 2008
Associates, General Education
Semler Ronald's State Street Experience June 1994 - June 2005
Job Tax Accountant at Choate, Hall & Stewart
Industry Law Practice
Experience
Choate, Hall & Stewart June 2005 - Present
State Street June 1994 - June 2005
Education
Emmanuel College
Choate, Hall & Stewart June 2005 - Present
State Street June 1994 - June 2005
Education
Emmanuel College
Crystal Curtis's State Street Experience December 2003 - January 2006
Job Stockroom Attendant at Elecsys Corporation
Industry Accounting
Experience
Elecsys Corporation February 2012 - Present
Elecsys Corporation through Manpower August 2011 - Present
Manpower Inc. December 2010 - August 2011
Honeywell October 2006 - March 2009
AGLER & GAEDDERT CHTD January 2006 - May 2006
State Street December 2003 - January 2006
FARMER'S INSURANCE April 2002 - June 2003
Jackson Hewitt January 2002 - April 2002
Honeywell December 1989 - January 1999
Skills
Accounting, Auditing, Manufacturing, Cash Management, Tax, Bank Reconciliation, Tax Preparation, Nonprofits, Income Tax, Portfolio Management, Security, Microsoft Excel, Access, Financial Analysis, Data Entry, Mutual Funds, Process Improvement
Education
Emporia State University 1999 — 2001
BSB, Accounting
Emporia State University 1999 — 2001
BS, Accounting
Elecsys Corporation February 2012 - Present
Elecsys Corporation through Manpower August 2011 - Present
Manpower Inc. December 2010 - August 2011
Honeywell October 2006 - March 2009
AGLER & GAEDDERT CHTD January 2006 - May 2006
State Street December 2003 - January 2006
FARMER'S INSURANCE April 2002 - June 2003
Jackson Hewitt January 2002 - April 2002
Honeywell December 1989 - January 1999
Skills
Accounting, Auditing, Manufacturing, Cash Management, Tax, Bank Reconciliation, Tax Preparation, Nonprofits, Income Tax, Portfolio Management, Security, Microsoft Excel, Access, Financial Analysis, Data Entry, Mutual Funds, Process Improvement
Education
Emporia State University 1999 — 2001
BSB, Accounting
Emporia State University 1999 — 2001
BS, Accounting
Chris Coppens's State Street Experience August 1998 - Present
Job VP at State Street Bank
Industry Financial Services
Experience
State Street August 1998 - Present
Skills
Accounting, Alternative Investments, Asset Managment, Back Office, Banking, Bloomberg, Bonds, Business Analysis, Business Requirements, Capital Markets, Client Services, Corporate Actions, Corporate Finance, Data Warehousing, Derivatives, Due Diligence, Electronic Trading, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Global Custody, Hedge Funds, Investment Banking, Investments, Mergers, Middle Office, Mutual Funds, PMO, Performance Attribution, Portfolio Management, Private Equity, Process Improvement, Project Management, Requirements Gathering, Risk Management, SDLC, Securities, Securities Lending, Settlement, Software Project..., Structured Finance, Sybase, Trading, Trading Systems, Transfer Agency
Education
Fairfield University 1994 — 1998
BA, Management, Finance
State Street August 1998 - Present
Skills
Accounting, Alternative Investments, Asset Managment, Back Office, Banking, Bloomberg, Bonds, Business Analysis, Business Requirements, Capital Markets, Client Services, Corporate Actions, Corporate Finance, Data Warehousing, Derivatives, Due Diligence, Electronic Trading, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Global Custody, Hedge Funds, Investment Banking, Investments, Mergers, Middle Office, Mutual Funds, PMO, Performance Attribution, Portfolio Management, Private Equity, Process Improvement, Project Management, Requirements Gathering, Risk Management, SDLC, Securities, Securities Lending, Settlement, Software Project..., Structured Finance, Sybase, Trading, Trading Systems, Transfer Agency
Education
Fairfield University 1994 — 1998
BA, Management, Finance
Chris Alpers's State Street Experience June 2006 - December 2010
Job Senior Investment Account, Assistant Vice President
Industry Financial Services
Experience
Swiss Re January 2011 - Present
State Street June 2006 - December 2010
Skills
Financial Services, Accounting, Investments, Financial Risk, Auditing, Account Reconciliation, Financial Analysis, Risk Management, Equities, Portfolio Management, Financial Modeling, Insurance, Asset Management, Finance, Financial Planning, Financial Reporting, Corporate Finance, Banking, Internal Controls
Education
Emporia State University 2003 — 2006
Bachelor of Science, Economics
Swiss Re January 2011 - Present
State Street June 2006 - December 2010
Skills
Financial Services, Accounting, Investments, Financial Risk, Auditing, Account Reconciliation, Financial Analysis, Risk Management, Equities, Portfolio Management, Financial Modeling, Insurance, Asset Management, Finance, Financial Planning, Financial Reporting, Corporate Finance, Banking, Internal Controls
Education
Emporia State University 2003 — 2006
Bachelor of Science, Economics
Jeff Wassenberg's State Street Experience April 2003 - June 2006
Job Vice President, Global Business Solutions at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Michael Snowdale's State Street Experience May 2010 - Present
Job Global Sales Operations Analyst
Industry Financial Services
Experience
State Street May 2010 - Present
State Street August 2008 - May 2010
State Street June 2007 - August 2008
Skills
Financial Services, Bloomberg, Fixed Income, Mutual Funds, Securities, Financial Analysis, Fund Accounting, Investments
Education
Endicott College 2003 — 2007
Business Administration, Finance
Cohasset High School 1999 — 2003
State Street May 2010 - Present
State Street August 2008 - May 2010
State Street June 2007 - August 2008
Skills
Financial Services, Bloomberg, Fixed Income, Mutual Funds, Securities, Financial Analysis, Fund Accounting, Investments
Education
Endicott College 2003 — 2007
Business Administration, Finance
Cohasset High School 1999 — 2003
Michael Chesebro's State Street Experience April 2001 - May 2006
Job Vice President Compliance Systems
Industry Financial Services
Experience
Brown Brothers Harriman October 2015 - Present
Brown Brothers Harriman March 2013 - October 2015
Brown Brothers Harriman February 2012 - February 2013
Brown Brothers Harriman January 2010 - February 2012
Brown Brothers Harriman May 2006 - December 2009
State Street April 2001 - May 2006
Putnam Investments May 1997 - April 2001
Skills
Middle Office, Mutual Funds, Functional..., Project Management, MS Project, Business Process..., Global Custody, PowerPoint, Microsoft Excel, System Conversion, Requirements Analysis, Systems Analysis, Quality Assurance, Program Management, Operations Management, Front Office, Front Office Trading..., Eagle, MCH, Global Plus, Wealth Management..., Banking, Risk Management, Corporate Actions, Securities, Equities, Back Office, Asset Management, Business Analysis
Education
Emmanuel College
Bachelors, Business Administration
Brown Brothers Harriman October 2015 - Present
Brown Brothers Harriman March 2013 - October 2015
Brown Brothers Harriman February 2012 - February 2013
Brown Brothers Harriman January 2010 - February 2012
Brown Brothers Harriman May 2006 - December 2009
State Street April 2001 - May 2006
Putnam Investments May 1997 - April 2001
Skills
Middle Office, Mutual Funds, Functional..., Project Management, MS Project, Business Process..., Global Custody, PowerPoint, Microsoft Excel, System Conversion, Requirements Analysis, Systems Analysis, Quality Assurance, Program Management, Operations Management, Front Office, Front Office Trading..., Eagle, MCH, Global Plus, Wealth Management..., Banking, Risk Management, Corporate Actions, Securities, Equities, Back Office, Asset Management, Business Analysis
Education
Emmanuel College
Bachelors, Business Administration
Akshay Sahani's State Street Experience July 2008 - December 2008
Job CoFounder & CEO at NimNim, Inc.
Industry Internet
Experience
NimNim March 2014 - Present
AppNeta June 2013 - February 2014
AppNeta November 2012 - May 2013
Houghton Mifflin Harcourt May 2011 - December 2011
nSphere April 2011 - May 2011
New England Office Supply January 2010 - May 2010
Leader Bank July 2009 - December 2009
State Street July 2008 - December 2008
Skills
Salesforce.com, CRM, Microsoft Office, Business Intelligence, Market Research, Intellectually Curious, Enthusiastic..., Opportunity..., Sales, Lead Generation, Competitive Analysis, Business Development, Enterprise Software, Web Applications, Hardwork, Email Marketing, SaaS, Management, Analytics, Marketing, Start-ups, Entrepreneurship, Strategy, Leadership, Marketing Strategy
Education
Northeastern University 2007 — 2011
Bachelor of Science, Business Administration
ESIC: Business & Marketing School 2010 — 2010
St. Columbas
St. Columbas
NimNim March 2014 - Present
AppNeta June 2013 - February 2014
AppNeta November 2012 - May 2013
Houghton Mifflin Harcourt May 2011 - December 2011
nSphere April 2011 - May 2011
New England Office Supply January 2010 - May 2010
Leader Bank July 2009 - December 2009
State Street July 2008 - December 2008
Skills
Salesforce.com, CRM, Microsoft Office, Business Intelligence, Market Research, Intellectually Curious, Enthusiastic..., Opportunity..., Sales, Lead Generation, Competitive Analysis, Business Development, Enterprise Software, Web Applications, Hardwork, Email Marketing, SaaS, Management, Analytics, Marketing, Start-ups, Entrepreneurship, Strategy, Leadership, Marketing Strategy
Education
Northeastern University 2007 — 2011
Bachelor of Science, Business Administration
ESIC: Business & Marketing School 2010 — 2010
St. Columbas
St. Columbas
Samantha Slusz's State Street Experience July 2007 - August 2014
Job SEI
Industry Financial Services
Experience
SEI September 2014 - Present
State Street July 2007 - August 2014
Skills
Bloomberg
Education
Fairfield University 2000 — 2004
Finance, Marketing
SEI September 2014 - Present
State Street July 2007 - August 2014
Skills
Bloomberg
Education
Fairfield University 2000 — 2004
Finance, Marketing
Ryan Mensching, CFA's State Street Experience October 2009 - Present
Job Global Treasury at State Street
Industry Financial Services
Experience
State Street October 2009 - Present
Education
Fairfield University 2002 — 2006
Bachelor of Science, Finance
State Street October 2009 - Present
Education
Fairfield University 2002 — 2006
Bachelor of Science, Finance
Peter Shindler's State Street Experience August 1999 - August 2001
Job Management Science Consultant at Marketing Advantage
Industry Management Consulting
Experience
Marketing Advantage May 2013 - Present
Shindler Creative October 2001 - May 2013
Summer Undergraduate Research Program - University of New Haven May 2010 - August 2010
Center for Learning Resources - University of New Haven October 2008 - May 2009
State Street August 1999 - August 2001
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, SPSS, R, Matlab, Customer Service, InDesign, Statistics, Microsoft SQL Server, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Excel, TeX, VBA, Illustrator, Adobe Creative Suite, Payroll, Photoshop, Python, Data Analysis
Education
Fairfield University 2013 — 2014
Master of Science (M.S.), Mathematics, 3.9 GPA
University of New Haven 2008 — 2011
BS, Applied Mathematics
University of Connecticut 1992 — 1996
BS, Finance
Marketing Advantage May 2013 - Present
Shindler Creative October 2001 - May 2013
Summer Undergraduate Research Program - University of New Haven May 2010 - August 2010
Center for Learning Resources - University of New Haven October 2008 - May 2009
State Street August 1999 - August 2001
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, SPSS, R, Matlab, Customer Service, InDesign, Statistics, Microsoft SQL Server, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Excel, TeX, VBA, Illustrator, Adobe Creative Suite, Payroll, Photoshop, Python, Data Analysis
Education
Fairfield University 2013 — 2014
Master of Science (M.S.), Mathematics, 3.9 GPA
University of New Haven 2008 — 2011
BS, Applied Mathematics
University of Connecticut 1992 — 1996
BS, Finance
Shelli Allen's State Street Experience November 2011 - Present
Job Accounting & Pricing Specialist at State Street
Industry Accounting
Experience
State Street November 2011 - Present
Monica R. Kellogg, CPA, LLC November 2010 - November 2011
Kroger December 2000 - February 2011
State Street February 2009 - July 2010
Skills
Account Reconciliation, Accounting, Financial Reporting, Fund Accounting, General Ledger
Education
Emporia State University 2007 — 2009
Bachelor, Accounting
Pittsburg State University
Accounting
State Street November 2011 - Present
Monica R. Kellogg, CPA, LLC November 2010 - November 2011
Kroger December 2000 - February 2011
State Street February 2009 - July 2010
Skills
Account Reconciliation, Accounting, Financial Reporting, Fund Accounting, General Ledger
Education
Emporia State University 2007 — 2009
Bachelor, Accounting
Pittsburg State University
Accounting
Jennifer Metrano's State Street Experience Fund Accounting ManagerFidelity InvestmentsSeptember 2003 - March 2009
Job Fund Reporting & Compliance Manager at State Street
Industry Financial Services
Experience
State Street Fund Accounting ManagerFidelity InvestmentsSeptember 2003 - March 2009
Education
Endicott College 1999 — 2003
BS, Marketing, Business Administration
State Street Fund Accounting ManagerFidelity InvestmentsSeptember 2003 - March 2009
Education
Endicott College 1999 — 2003
BS, Marketing, Business Administration
Suzanne Barry, CPA's State Street Experience April 1995 - September 1999
Job Audit Manager Commonwealth of Massachusetts Office of the State Auditor
Industry Accounting
Experience
Office of the State Auditor of Massachusetts August 2011 - Present
RB Crimmins Company January 2009 - August 2011
James Curtin, CPA 2001 - 2006
State Street April 1995 - September 1999
Ernst & Young June 1986 - April 1995
Skills
CPA, Data Mining, Data Analysis, Financial Analysis, Government, Medicaid, COSO, Internal Controls, Financial Statements, Tax, Microsoft Excel, Nonprofits, GAAP
Education
Fairfield University 1982 — 1986
BS, Accounting
Immaculata Preparatory School 1978 — 1982
HS Diploma, College preparatory
Office of the State Auditor of Massachusetts August 2011 - Present
RB Crimmins Company January 2009 - August 2011
James Curtin, CPA 2001 - 2006
State Street April 1995 - September 1999
Ernst & Young June 1986 - April 1995
Skills
CPA, Data Mining, Data Analysis, Financial Analysis, Government, Medicaid, COSO, Internal Controls, Financial Statements, Tax, Microsoft Excel, Nonprofits, GAAP
Education
Fairfield University 1982 — 1986
BS, Accounting
Immaculata Preparatory School 1978 — 1982
HS Diploma, College preparatory
Erin Pierri's State Street Experience June 2000 - February 2004
Job Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates November 2005 - Present
Deutsche Bank Berkshire Mortgage February 2004 - November 2005
State Street June 2000 - February 2004
Skills
Alternative Investments, Microsoft Office, Six Sigma Yellow Belt..., Notary Public
Education
Fairfield University 1996 — 2000
BA, Sociology/Anthropology
Cambridge Associates November 2005 - Present
Deutsche Bank Berkshire Mortgage February 2004 - November 2005
State Street June 2000 - February 2004
Skills
Alternative Investments, Microsoft Office, Six Sigma Yellow Belt..., Notary Public
Education
Fairfield University 1996 — 2000
BA, Sociology/Anthropology
Steve Cherenfant's State Street Experience February 2010 - March 2010
Job Project Coordinator
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
Pena Madridsta Boston March 2014 - Present
Citizens Financial Group, Inc. February 2014 - November 2014
John Hancock Financial Services October 2011 - June 2013
Wells Fargo May 2011 - September 2011
Tufts Health Plan January 2011 - April 2011
State Street February 2010 - March 2010
State Street June 2008 - July 2009
Fisher College September 2007 - December 2007
Skills
Customer Service, Call Centers, Microsoft Excel, Microsoft Office, Software Documentation, PowerPoint, Office Management, Long Term Care Insurance, Office Administration, Data Entry, Microsoft Word, Outlook, Teamwork, Time Management, Insurance, Clerical Skills, General Office Duties, Claim Analysis, Call Center, FileNet, Remedy, Technical Issues, RACF, Rumba, SharePoint, Binders, Sorting, LifePro, Scanners, FileMaker, Highly detail oriented, Project Delivery, Citrix, Mainframe, Validation, Oracle E-Business Suite, Event Planning
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management
Fisher College 2004 — 2008
Bachelor of Science (BS), Business Management
Malden Catholic High School 2000 — 2004
High School Diploma
Citizens Financial Group, Inc. May 2015 - Present
Pena Madridsta Boston March 2014 - Present
Citizens Financial Group, Inc. February 2014 - November 2014
John Hancock Financial Services October 2011 - June 2013
Wells Fargo May 2011 - September 2011
Tufts Health Plan January 2011 - April 2011
State Street February 2010 - March 2010
State Street June 2008 - July 2009
Fisher College September 2007 - December 2007
Skills
Customer Service, Call Centers, Microsoft Excel, Microsoft Office, Software Documentation, PowerPoint, Office Management, Long Term Care Insurance, Office Administration, Data Entry, Microsoft Word, Outlook, Teamwork, Time Management, Insurance, Clerical Skills, General Office Duties, Claim Analysis, Call Center, FileNet, Remedy, Technical Issues, RACF, Rumba, SharePoint, Binders, Sorting, LifePro, Scanners, FileMaker, Highly detail oriented, Project Delivery, Citrix, Mainframe, Validation, Oracle E-Business Suite, Event Planning
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management
Fisher College 2004 — 2008
Bachelor of Science (BS), Business Management
Malden Catholic High School 2000 — 2004
High School Diploma
Nora McDonnell's State Street Experience June 2000 - Present
Job Program Manager experienced in working with multicultural teams
Industry Financial Services
Experience
State Street Corporation September 2010 - Present
State Street June 2000 - Present
Skills
Securities, Operational Risk..., Program Management, Asset Managment, Risk Management, Global Custody, Mutual Funds, Enterprise Risk..., Equities, Financial Services, Project Management, Business Analysis, Financial Risk, Information Security, SDLC, Business Continuity, Vendor Management
Education
Emmanuel College 1997 — 1999
Master of Science, Business Management
Girls' Latin School
State Street Corporation September 2010 - Present
State Street June 2000 - Present
Skills
Securities, Operational Risk..., Program Management, Asset Managment, Risk Management, Global Custody, Mutual Funds, Enterprise Risk..., Equities, Financial Services, Project Management, Business Analysis, Financial Risk, Information Security, SDLC, Business Continuity, Vendor Management
Education
Emmanuel College 1997 — 1999
Master of Science, Business Management
Girls' Latin School
Samantha Sim's State Street Experience July 2007 - July 2011
Job Business Analyst at State Street Corporation
Industry Financial Services
Experience
State Street Corporation- Boston November 2011 - Present
State Street July 2007 - July 2011
State Street November 2003 - July 2007
Eastern Bank September 1998 - June 2003
Skills
Visio, Business Analysis, Business Process, Software Documentation, Management, Team Leadership, Testing, Banking, Financial Risk, Requirements Analysis
Education
Emmanuel College 2001 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
Marian Court College 1999 — 2001
Associate of Science (AS), Business Management, Minor in Computer Info System
State Street Corporation- Boston November 2011 - Present
State Street July 2007 - July 2011
State Street November 2003 - July 2007
Eastern Bank September 1998 - June 2003
Skills
Visio, Business Analysis, Business Process, Software Documentation, Management, Team Leadership, Testing, Banking, Financial Risk, Requirements Analysis
Education
Emmanuel College 2001 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
Marian Court College 1999 — 2001
Associate of Science (AS), Business Management, Minor in Computer Info System
Connie C's State Street Experience February 2015 - Present
Job HR Analyst
Industry Financial Services
Experience
State Street February 2015 - Present
State Street March 2013 - February 2015
AXA International Ltd. 2011 - 2012
Education
Goizueta Business School, Emory University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Organization and Management
Emory University
State Street February 2015 - Present
State Street March 2013 - February 2015
AXA International Ltd. 2011 - 2012
Education
Goizueta Business School, Emory University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Organization and Management
Emory University
Gabriel Dunn's State Street Experience September 2013 - December 2013
Job Custody Associate at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions June 2014 - Present
State Street Alternative Investment Solutions June 2014 - Present
State Street September 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Teamwork
Education
Endicott College 2010 — 2014
BS, Finance, General
State Street Alternative Investment Solutions June 2014 - Present
State Street Alternative Investment Solutions June 2014 - Present
State Street September 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Teamwork
Education
Endicott College 2010 — 2014
BS, Finance, General
John Meara's State Street Experience April 2013 - June 2014
Job Resident Advocate at Hope Network
Industry Mental Health Care
Experience
Hope Network August 2014 - Present
State Street April 2013 - June 2014
State Street January 2012 - April 2013
jcpenney September 2010 - August 2011
Granada Theater May 2010 - June 2010
Street Tax Service January 2010 - April 2010
Emporia State University August 2008 - December 2009
Emporia State University August 2007 - May 2008
Education
Emporia State University 2004 — 2010
Bachelor's Degree, Psychology
Neosho County Community College 2003 — 2004
Associate's Degree, General Studies
Fort Scott Community College 2002 — 2003
Associate's Degree, General Studies
Hope Network August 2014 - Present
State Street April 2013 - June 2014
State Street January 2012 - April 2013
jcpenney September 2010 - August 2011
Granada Theater May 2010 - June 2010
Street Tax Service January 2010 - April 2010
Emporia State University August 2008 - December 2009
Emporia State University August 2007 - May 2008
Education
Emporia State University 2004 — 2010
Bachelor's Degree, Psychology
Neosho County Community College 2003 — 2004
Associate's Degree, General Studies
Fort Scott Community College 2002 — 2003
Associate's Degree, General Studies
Christopher Chagnon's State Street Experience April 1999 - September 2000
Job Director, Head of the Market Risk Oversight Group for WFHL's Governance & Reporting Unit at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo January 2010 - April 2012
Wells Fargo January 2005 - January 2010
Federal Home Loan Bank of Chicago July 2003 - January 2005
FleetBoston Financial September 2000 - April 2002
State Street April 1999 - September 2000
Education
The University of Chicago 2002 — 2003
Master of Science in Financial Mathematics
Thunderbird School of Global Management 1995 — 1997
MBA in International Management
Emory University 1990 — 1994
Bachelor of Arts (B.A.), International Studies
Wells Fargo April 2012 - Present
Wells Fargo January 2010 - April 2012
Wells Fargo January 2005 - January 2010
Federal Home Loan Bank of Chicago July 2003 - January 2005
FleetBoston Financial September 2000 - April 2002
State Street April 1999 - September 2000
Education
The University of Chicago 2002 — 2003
Master of Science in Financial Mathematics
Thunderbird School of Global Management 1995 — 1997
MBA in International Management
Emory University 1990 — 1994
Bachelor of Arts (B.A.), International Studies
Natalia Ma's State Street Experience 2003 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Wilmington Trust 2008 - 2014
MGM Grand Hotel & Casino Las Vegas - City Center Sales Pavilion 2006 - 2008
KB Home (homebuilder) 2005 - 2006
eSecLending 2004 - 2005
State Street 2003 - 2004
State Street April 2003 - September 2003
State Street August 2000 - March 2003
State Street February 2000 - July 2000
State Street January 1999 - February 2000
Skills
Financial Services, Customer Service, Banking, Investments, Microsoft Office, Risk Management, Finance, Insurance, Wealth Management, Microsoft Word, Microsoft Excel, Deadline Oriented, Client Services, Operations Management, Problem Solving, Time Management, Process Improvement, Teamwork, Team Leadership, Management, Leadership, Portfolio Management, Business Analysis, Financial Analysis, Outlook, Equities, Relationship Management, Team Building, Budgets
Education
Endicott College 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Endicott College 1994 — 1996
Associate of Science (A.S.), Hotel, Motel, and Restaurant Management
Wilmington Trust 2008 - 2014
MGM Grand Hotel & Casino Las Vegas - City Center Sales Pavilion 2006 - 2008
KB Home (homebuilder) 2005 - 2006
eSecLending 2004 - 2005
State Street 2003 - 2004
State Street April 2003 - September 2003
State Street August 2000 - March 2003
State Street February 2000 - July 2000
State Street January 1999 - February 2000
Skills
Financial Services, Customer Service, Banking, Investments, Microsoft Office, Risk Management, Finance, Insurance, Wealth Management, Microsoft Word, Microsoft Excel, Deadline Oriented, Client Services, Operations Management, Problem Solving, Time Management, Process Improvement, Teamwork, Team Leadership, Management, Leadership, Portfolio Management, Business Analysis, Financial Analysis, Outlook, Equities, Relationship Management, Team Building, Budgets
Education
Endicott College 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Endicott College 1994 — 1996
Associate of Science (A.S.), Hotel, Motel, and Restaurant Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.