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
Peter O'Toole Peter O'Toole's State Street Experience August 2010 - September 2011
Job Account Executive at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle June 2014 - June 2015
Oracle August 2012 - May 2014
Butterworth and O'Toole, Inc September 2011 - August 2012
State Street August 2010 - September 2011
Skills
Global Business..., Financial Services, Oracle Applications, Banking, Private Banking, Insurance, Health Insurance, Software Consulting, Property & Casualty..., Financial Analysis, Bloomberg, Valuation, Business Strategy, Business Analysis, Finance, Accounting, Strategic Planning, Microsoft Excel, Leadership, Analytics
Education
Babson College 2006 — 2010
Bachelor of Science (BS), Business Management
St. John's Preparatory High School 2002 — 2006
Oracle June 2015 - Present
Oracle June 2014 - June 2015
Oracle August 2012 - May 2014
Butterworth and O'Toole, Inc September 2011 - August 2012
State Street August 2010 - September 2011
Skills
Global Business..., Financial Services, Oracle Applications, Banking, Private Banking, Insurance, Health Insurance, Software Consulting, Property & Casualty..., Financial Analysis, Bloomberg, Valuation, Business Strategy, Business Analysis, Finance, Accounting, Strategic Planning, Microsoft Excel, Leadership, Analytics
Education
Babson College 2006 — 2010
Bachelor of Science (BS), Business Management
St. John's Preparatory High School 2002 — 2006
Thomas Duquette's State Street Experience June 2012 - September 2012
Job Entrepreneur | Former US National Boxing Team Member
Industry Internet
Experience
USA Boxing New England August 2011 - February 2015
USA Boxing, Inc. June 2009 - 2015
Highland Capital Partners September 2012 - December 2012
State Street June 2012 - September 2012
USA Boxing, Inc. January 2009 - July 2012
Skills
Sports, Social Media Marketing, Entrepreneurship, Non-profits, Event Management, Public Speaking, Social Media, Sports Marketing, Business Development, Marketing, Survey Design, Leadership, Boxing, Fitness, Training, Athletics, Social Networking, Sponsorship, Program Management, Event Planning, Sports Management, Management, Customer Development, Market Research, Primary Research, Secondary Research, Business Model..., HTML, CSS, SEO
Education
Babson College 2009 — 2012
Bachelor of Science, Business Management, Economics
USA Boxing New England August 2011 - February 2015
USA Boxing, Inc. June 2009 - 2015
Highland Capital Partners September 2012 - December 2012
State Street June 2012 - September 2012
USA Boxing, Inc. January 2009 - July 2012
Skills
Sports, Social Media Marketing, Entrepreneurship, Non-profits, Event Management, Public Speaking, Social Media, Sports Marketing, Business Development, Marketing, Survey Design, Leadership, Boxing, Fitness, Training, Athletics, Social Networking, Sponsorship, Program Management, Event Planning, Sports Management, Management, Customer Development, Market Research, Primary Research, Secondary Research, Business Model..., HTML, CSS, SEO
Education
Babson College 2009 — 2012
Bachelor of Science, Business Management, Economics
David McAvoy, CFA's State Street Experience 1997 - 2000
Job Vice President, Corporate Development & Strategy at Bank of the West
Industry Financial Services
Experience
Bank of the West (BNP Paribas) March 2011 - Present
OneBeacon Insurance April 2009 - December 2009
State Street Global Advisors June 2004 - December 2008
State Street Global Advisors October 2000 - June 2004
State Street 1997 - 2000
Skills
Valuation, Industry Analysis, Equity Research, Due Diligence, Corporate Development, Business Strategy, Investments, Corporate Strategy..., Corporate Finance, Mergers & Acquisitions
Education
Northeastern University 1997 — 2000
MBA
Babson College 1991 — 1995
BS
Bank of the West (BNP Paribas) March 2011 - Present
OneBeacon Insurance April 2009 - December 2009
State Street Global Advisors June 2004 - December 2008
State Street Global Advisors October 2000 - June 2004
State Street 1997 - 2000
Skills
Valuation, Industry Analysis, Equity Research, Due Diligence, Corporate Development, Business Strategy, Investments, Corporate Strategy..., Corporate Finance, Mergers & Acquisitions
Education
Northeastern University 1997 — 2000
MBA
Babson College 1991 — 1995
BS
Craig Anzlovar, CFA Craig Anzlovar, CFA's State Street Experience August 2000 - February 2001
Job Fixed Income Client Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Chanel Bardaro's State Street Experience May 2015 - August 2015
Job Foundations of Management and Entrepreneurship Mentor at Babson College
Industry
Experience
Babson College September 2013 - Present
State Street May 2015 - August 2015
MFS Investment Management June 2014 - August 2014
New York Life RPS June 2013 - August 2013
Bands with Benefits December 2012 - April 2013
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Entrepreneurship
Education
Babson College 2012 — 2016
Bachelor’s Degree, Business Administration, Corporate Finance, Senior
Melrose High School 2008 — 2012
High School Diploma
Babson College September 2013 - Present
State Street May 2015 - August 2015
MFS Investment Management June 2014 - August 2014
New York Life RPS June 2013 - August 2013
Bands with Benefits December 2012 - April 2013
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Entrepreneurship
Education
Babson College 2012 — 2016
Bachelor’s Degree, Business Administration, Corporate Finance, Senior
Melrose High School 2008 — 2012
High School Diploma
Jay Reagan Jay Reagan's State Street Experience March 2001 - June 2004
Job Senior Developer, Information Analyst, Hewlitt Packard Enterprises, Information Technology Systems. at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard May 2014 - Present
Stop & Shop April 2010 - Present
Self February 2005 - Present
Stop & Shop April 2010 - April 2014
Stop & Shop February 2005 - January 2008
Ahold 2005 - 2008
JR COMPTECH INC 2005 - 2008
Stop & Shop 1986 - 2008
State Street March 2001 - June 2004
Skills
Endeavor, Unix, JCL, DB2, COBOL II, PVCS Dimensions, Remedy User, VSAM, SDLC, BSA, Fileaid, Windows, Lotus Notes, IBM Mainframe, COBOL, Operating Systems, Unix Shell Scripting, Visio, SharePoint, Business Analysis, SME development, Software Development, Qmaster, CAO Computer Assisted..., Hand Held Ordering..., Autosys, ACE POS Interface, Mainframe FTF/MFT..., SQL, Visual Basic, Data Warehousing, Databases, Information Technology, Disaster Recovery, Oracle, Systems Analysis, BMC Remedy, Mainframe, Requirements Analysis, Software Project..., Access, Software Documentation
Education
University of Massachusetts Boston 1979 — 1982
Bachelors, Computer Science, 3.8
Babson College
Computer Courses
Cape Cod Community College
Liberal Arts / Computer Science
Hewlett-Packard May 2014 - Present
Stop & Shop April 2010 - Present
Self February 2005 - Present
Stop & Shop April 2010 - April 2014
Stop & Shop February 2005 - January 2008
Ahold 2005 - 2008
JR COMPTECH INC 2005 - 2008
Stop & Shop 1986 - 2008
State Street March 2001 - June 2004
Skills
Endeavor, Unix, JCL, DB2, COBOL II, PVCS Dimensions, Remedy User, VSAM, SDLC, BSA, Fileaid, Windows, Lotus Notes, IBM Mainframe, COBOL, Operating Systems, Unix Shell Scripting, Visio, SharePoint, Business Analysis, SME development, Software Development, Qmaster, CAO Computer Assisted..., Hand Held Ordering..., Autosys, ACE POS Interface, Mainframe FTF/MFT..., SQL, Visual Basic, Data Warehousing, Databases, Information Technology, Disaster Recovery, Oracle, Systems Analysis, BMC Remedy, Mainframe, Requirements Analysis, Software Project..., Access, Software Documentation
Education
University of Massachusetts Boston 1979 — 1982
Bachelors, Computer Science, 3.8
Babson College
Computer Courses
Cape Cod Community College
Liberal Arts / Computer Science
J Mark Enriquez's State Street Experience April 1997 - April 2000
Job Aviation Leasing and BlockChain
Industry Financial Services
Experience
Powerhouse Capital LLC May 2015 - Present
no name November 2011 - January 2015
Pulse Trading April 2000 - November 2011
State Street April 1997 - April 2000
Skills
Equity Trading, Equity Research, Machine Learning, Hedge Funds, Equities, Trading, Series 7, Capital Markets, Securities, Bloomberg, Electronic Trading, Trading Systems, Financial Markets, Derivatives, Alternative Investments, Portfolio Management, Investments
Education
Babson College 1983 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University 1977 — 1981
BA, International Relations and Affairs
Peddie School 1974 — 1977
Powerhouse Capital LLC May 2015 - Present
no name November 2011 - January 2015
Pulse Trading April 2000 - November 2011
State Street April 1997 - April 2000
Skills
Equity Trading, Equity Research, Machine Learning, Hedge Funds, Equities, Trading, Series 7, Capital Markets, Securities, Bloomberg, Electronic Trading, Trading Systems, Financial Markets, Derivatives, Alternative Investments, Portfolio Management, Investments
Education
Babson College 1983 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University 1977 — 1981
BA, International Relations and Affairs
Peddie School 1974 — 1977
wellington palma wellington palma's State Street Experience June 2012 - April 2013
Job Data Scientist Senior Consultant at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton July 2015 - Present
Babson Student Consulting Experience: Company--"The Christian Science Monitor." September 2014 - December 2014
State Street June 2012 - April 2013
UMass Boston June 2011 - June 2012
Harvard Kennedy School Center for Public Leadership 2011 - 2011
United States Marine Corps June 2002 - June 2006
Skills
Analysis, Management, Microsoft Excel, Training, Public Speaking, Microsoft SQL Server, Visual Basic, SPSS, Tableau, Leadership, Microsoft Office, PowerPivot, Microsoft Word, Data Analysis, PowerPoint, Financial Analysis, Data Visualization, Data Management, Predictive Analytics, Customer Service, Negotiation, Marketing Analytics, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Concentration: Business Analytics
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.) in Management, Finance and Management Information Systems (MIS) with a focus on Business Intelligence
Booz Allen Hamilton July 2015 - Present
Babson Student Consulting Experience: Company--"The Christian Science Monitor." September 2014 - December 2014
State Street June 2012 - April 2013
UMass Boston June 2011 - June 2012
Harvard Kennedy School Center for Public Leadership 2011 - 2011
United States Marine Corps June 2002 - June 2006
Skills
Analysis, Management, Microsoft Excel, Training, Public Speaking, Microsoft SQL Server, Visual Basic, SPSS, Tableau, Leadership, Microsoft Office, PowerPivot, Microsoft Word, Data Analysis, PowerPoint, Financial Analysis, Data Visualization, Data Management, Predictive Analytics, Customer Service, Negotiation, Marketing Analytics, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Concentration: Business Analytics
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.) in Management, Finance and Management Information Systems (MIS) with a focus on Business Intelligence
Brian Connors's State Street Experience 2007 - 2008
Job Finance Manager at Iron Mountain
Industry Information Services
Experience
Iron Mountain March 2015 - Present
Iron Mountain November 2011 - Present
Iron Mountain October 2010 - November 2011
Loring, Wolcott & Coolidge June 2010 - October 2010
Loring, Wolcott & Coolidge January 2008 - August 2010
State Street 2007 - 2008
State Street 2006 - 2007
WB Mason, New Jersey 2004 - 2005
Skills
Financial Modeling, Access, Finance, Bloomberg, Investments, Portfolio Management, CRM, Analysis, Accounting, Financial Analysis, Corporate Finance, Strategic Financial...
Education
Babson College 2000 — 2004
Bachelors of Science in Business Management
Iron Mountain March 2015 - Present
Iron Mountain November 2011 - Present
Iron Mountain October 2010 - November 2011
Loring, Wolcott & Coolidge June 2010 - October 2010
Loring, Wolcott & Coolidge January 2008 - August 2010
State Street 2007 - 2008
State Street 2006 - 2007
WB Mason, New Jersey 2004 - 2005
Skills
Financial Modeling, Access, Finance, Bloomberg, Investments, Portfolio Management, CRM, Analysis, Accounting, Financial Analysis, Corporate Finance, Strategic Financial...
Education
Babson College 2000 — 2004
Bachelors of Science in Business Management
Judy Sounebandith's State Street Experience July 2014 - Present
Job Fund Accountant at State Street
Industry Banking
Experience
State Street July 2014 - Present
Nails Mirage Salon 2011 - Present
UMB Bank November 2013 - July 2014
Nordstrom November 2007 - January 2012
Kenneth Cole Productions January 2006 - November 2007
bebe stores January 2004 - December 2006
Skills
Customer Service, Merchandising, Retail, Retail Sales, Visual Merchandising, Sales, Customer Retention
Education
Babson College 2003 — 2007
Bachelor of Science (B.S.), Busniess Management
State Street July 2014 - Present
Nails Mirage Salon 2011 - Present
UMB Bank November 2013 - July 2014
Nordstrom November 2007 - January 2012
Kenneth Cole Productions January 2006 - November 2007
bebe stores January 2004 - December 2006
Skills
Customer Service, Merchandising, Retail, Retail Sales, Visual Merchandising, Sales, Customer Retention
Education
Babson College 2003 — 2007
Bachelor of Science (B.S.), Busniess Management
James Mitcheson James Mitcheson's State Street Experience April 2001 - April 2005
Job Director, IT Innovation & Enterprise Architecture at CVS Health
Industry Information Technology and Services
Experience
CVS Health October 2011 - Present
State Street Corp. April 2005 - October 2011
State Street April 2001 - April 2005
State Street Corp./Capacity Planning & Performance Assurance August 2000 - September 2001
Skills
Cloud Computing, Storage Management, Process Engineering, IT Strategy, Architecture, Automation, Infrastructure..., Data Center, Innovation, Enterprise Software, Virtualization, Mobile Technology, Storage, Enterprise Architecture, Cross-functional Team..., Vendor Management, Management, Product Management, Disaster Recovery, Data Warehousing, Information Technology, Governance, IT Management, Leadership, Networking, SDLC, Business Continuity, Testing, SaaS, Infrastructure, Integration, Business Analysis, Outsourcing, Business Intelligence, Project Planning, Architectures, Project Portfolio..., Process Improvement
Education
Babson College 1998 — 2002
Master, Business Administration
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Industrial Engineering & Operations Research
Fairhaven
CVS Health October 2011 - Present
State Street Corp. April 2005 - October 2011
State Street April 2001 - April 2005
State Street Corp./Capacity Planning & Performance Assurance August 2000 - September 2001
Skills
Cloud Computing, Storage Management, Process Engineering, IT Strategy, Architecture, Automation, Infrastructure..., Data Center, Innovation, Enterprise Software, Virtualization, Mobile Technology, Storage, Enterprise Architecture, Cross-functional Team..., Vendor Management, Management, Product Management, Disaster Recovery, Data Warehousing, Information Technology, Governance, IT Management, Leadership, Networking, SDLC, Business Continuity, Testing, SaaS, Infrastructure, Integration, Business Analysis, Outsourcing, Business Intelligence, Project Planning, Architectures, Project Portfolio..., Process Improvement
Education
Babson College 1998 — 2002
Master, Business Administration
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Industrial Engineering & Operations Research
Fairhaven
Narayanan (KK) Krishnakumar Narayanan (KK) Krishnakumar's State Street Experience July 2007 - February 2009
Job SVP and Chief IT Architect at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
David J. Tinsley David J. Tinsley's State Street Experience 2010 - 2012
Job Business Consultant at Meteorix
Industry Management Consulting
Experience
Meteorix June 2015 - Present
Meccanotecnica Riesi srl January 2015 - May 2015
Woodstock Services Company, LLC 2012 - 2015
DATEV eG January 2014 - May 2014
State Street 2010 - 2012
EMC 2010 - 2010
Lifespan 2009 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Providence College 2005 — 2009
Bachelor of Science (BS), Management, cum laude
Bond University
International Business
Wachusett Regional High School 2001 — 2005
Meteorix June 2015 - Present
Meccanotecnica Riesi srl January 2015 - May 2015
Woodstock Services Company, LLC 2012 - 2015
DATEV eG January 2014 - May 2014
State Street 2010 - 2012
EMC 2010 - 2010
Lifespan 2009 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Providence College 2005 — 2009
Bachelor of Science (BS), Management, cum laude
Bond University
International Business
Wachusett Regional High School 2001 — 2005
Ian Lopez Ian Lopez's State Street Experience 2015 - Present
Job Senior Associate: Global Markets PDP at State Street
Industry Financial Services
Experience
State Street 2015 - Present
Federal Reserve Bank of Boston May 2014 - August 2014
Expeditors September 2010 - May 2014
Expeditors September 2010 - May 2014
UMass Boston/College of Management August 2010 - May 2013
Skills
Microsoft Excel, Financial Modeling, Stata, PowerPoint, Data Analysis, VBA, Bloomberg Terminal, Econometric Modeling, Financial Analysis, Management, Data Entry, Access, Analysis, Customer Service, Microsoft Office, Accounting, Outlook, Microsoft Word, Time Management, Supply Chain, Economic Modeling, Mathematics, Presenter, Excel, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Science (MS) in Management
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (BS), International Management - Economics Minor
State Street 2015 - Present
Federal Reserve Bank of Boston May 2014 - August 2014
Expeditors September 2010 - May 2014
Expeditors September 2010 - May 2014
UMass Boston/College of Management August 2010 - May 2013
Skills
Microsoft Excel, Financial Modeling, Stata, PowerPoint, Data Analysis, VBA, Bloomberg Terminal, Econometric Modeling, Financial Analysis, Management, Data Entry, Access, Analysis, Customer Service, Microsoft Office, Accounting, Outlook, Microsoft Word, Time Management, Supply Chain, Economic Modeling, Mathematics, Presenter, Excel, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Science (MS) in Management
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (BS), International Management - Economics Minor
Jhonatan Guerra's State Street Experience December 2014 - Present
Job Client Operations Associate at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
State Street June 2014 - December 2014
Babson College Bookstore April 2013 - May 2014
Student Life Suite - Babson College May 2011 - May 2014
Abe & Louie's May 2012 - August 2012
Walgreens January 2011 - May 2011
Skills
Microsoft Excel, Financial Analysis, Finance, ETFs, Fund Accounting, Fund Administration, Microsoft Office, Financial Modeling, Corporate Finance, Teamwork, Spanish, Financial Reporting, Financial Services, Microsoft Word, Outlook, Gmail
Education
Babson College 2010 — 2014
State Street December 2014 - Present
State Street June 2014 - December 2014
Babson College Bookstore April 2013 - May 2014
Student Life Suite - Babson College May 2011 - May 2014
Abe & Louie's May 2012 - August 2012
Walgreens January 2011 - May 2011
Skills
Microsoft Excel, Financial Analysis, Finance, ETFs, Fund Accounting, Fund Administration, Microsoft Office, Financial Modeling, Corporate Finance, Teamwork, Spanish, Financial Reporting, Financial Services, Microsoft Word, Outlook, Gmail
Education
Babson College 2010 — 2014
Lars Christian Eriksen's State Street Experience September 2005 - July 2007
Job Vice President / Senior Relationship Manager at Nordea, Corporate & Institutional Banking
Industry Banking
Experience
Nordea, Corporate & Institutional Banking July 2013 - Present
Nordea, Corporate & Institutional Banking July 2012 - June 2013
Nordea, Corporate & Institutional Banking August 2008 - June 2012
Barclays Global Investors (since then acquired by Blackrock) July 2007 - August 2008
State Street September 2005 - July 2007
Skills
Banking, Financial Services, Relationship Management, Portfolio Management, Credit, Analysis, Management, Loans, CRM, Business Planning, Commercial Banking, New Business Development, Financial Markets, Credit Risk
Education
SKEMA Business School 2004 — 2005
Master's Degree, M.Sc. International Finance
Babson College 2003 — 2003
Exchange student, Business economics, entrepreneurship
UNSW Australia 2001 — 2003
Bachelor of Commerce, Business Economics
Nordea, Corporate & Institutional Banking July 2013 - Present
Nordea, Corporate & Institutional Banking July 2012 - June 2013
Nordea, Corporate & Institutional Banking August 2008 - June 2012
Barclays Global Investors (since then acquired by Blackrock) July 2007 - August 2008
State Street September 2005 - July 2007
Skills
Banking, Financial Services, Relationship Management, Portfolio Management, Credit, Analysis, Management, Loans, CRM, Business Planning, Commercial Banking, New Business Development, Financial Markets, Credit Risk
Education
SKEMA Business School 2004 — 2005
Master's Degree, M.Sc. International Finance
Babson College 2003 — 2003
Exchange student, Business economics, entrepreneurship
UNSW Australia 2001 — 2003
Bachelor of Commerce, Business Economics
Kathy Sutherland's State Street Experience 2007 - 2010
Job Business Technology Consultant, Sutherland Consulting
Industry Information Technology and Services
Experience
Sutherland Consulting 2013 - Present
CSC 2010 - 2013
State Street 2007 - 2010
BusinessEdge Solutions (now EMC) 2006 - 2007
Investors Bank & Trust (now State Street) 2001 - 2006
CSC 1997 - 2000
Skills
Business Process, Business Process..., Workshop Facilitation, Quality Assurance, Organizational..., Business Case, Management, Requirements Gathering, Visio, Project Planning, Business Analysis, Team Leadership, Data Analysis, Leadership, Change Management, Business Requirements, Professional Services, Business Transformation, Metrics Reporting, Governance, Project Delivery, Metrics Definition, Project Management, Business Process Design, Microsoft SQL Server, Program Management, SDLC, Team Management
Education
Babson College
Bachelor of Science
Sutherland Consulting 2013 - Present
CSC 2010 - 2013
State Street 2007 - 2010
BusinessEdge Solutions (now EMC) 2006 - 2007
Investors Bank & Trust (now State Street) 2001 - 2006
CSC 1997 - 2000
Skills
Business Process, Business Process..., Workshop Facilitation, Quality Assurance, Organizational..., Business Case, Management, Requirements Gathering, Visio, Project Planning, Business Analysis, Team Leadership, Data Analysis, Leadership, Change Management, Business Requirements, Professional Services, Business Transformation, Metrics Reporting, Governance, Project Delivery, Metrics Definition, Project Management, Business Process Design, Microsoft SQL Server, Program Management, SDLC, Team Management
Education
Babson College
Bachelor of Science
Eric Brightman's State Street Experience January 2001 - Present
Job Account Manager/Officer at State Street
Industry Financial Services
Experience
State Street January 2001 - Present
State Street 1999 - January 2001
State Street 1998 - 1999
Kmart Corporation 1994 - 1998
Skills
Fund Accounting, Fund Administration, Mutual Funds, Corporate Actions, Bloomberg, Financial Services, Fixed Income, Securities, Relationship Management, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Analysis, Asset Managment
Education
Babson College 1990 — 1994
B.S, Management
New Bedford High School 1986 — 1990
State Street January 2001 - Present
State Street 1999 - January 2001
State Street 1998 - 1999
Kmart Corporation 1994 - 1998
Skills
Fund Accounting, Fund Administration, Mutual Funds, Corporate Actions, Bloomberg, Financial Services, Fixed Income, Securities, Relationship Management, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Analysis, Asset Managment
Education
Babson College 1990 — 1994
B.S, Management
New Bedford High School 1986 — 1990
Jason Engelkemeyer's State Street Experience March 2015 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street July 2010 - March 2015
State Street June 2008 - July 2010
State Street June 2007 - June 2008
Granite City Electric Supply Co., Inc January 2006 - May 2007
Granite City Electric Supply Co., Inc July 2005 - January 2006
Staples 2005 - 2005
JPMorganChase 2002 - 2004
Skills
Mutual Funds, Fund Accounting, Fixed Income, Corporate Actions, Financial Analysis, Microsoft Office, Financial Reporting, Compliance, Fund Administration, Cost Accounting, Management Accounting, Accounting, Customer Service, Leadership, Financial Modeling, Securities, Expenses, Financial Services, Business Analysis, Process Improvement, Intuition, Project Management, Supply Chain Management
Education
Babson College 1998 — 2002
Bachelor of Science, Business Management
State Street March 2015 - Present
State Street July 2010 - March 2015
State Street June 2008 - July 2010
State Street June 2007 - June 2008
Granite City Electric Supply Co., Inc January 2006 - May 2007
Granite City Electric Supply Co., Inc July 2005 - January 2006
Staples 2005 - 2005
JPMorganChase 2002 - 2004
Skills
Mutual Funds, Fund Accounting, Fixed Income, Corporate Actions, Financial Analysis, Microsoft Office, Financial Reporting, Compliance, Fund Administration, Cost Accounting, Management Accounting, Accounting, Customer Service, Leadership, Financial Modeling, Securities, Expenses, Financial Services, Business Analysis, Process Improvement, Intuition, Project Management, Supply Chain Management
Education
Babson College 1998 — 2002
Bachelor of Science, Business Management
Sean O'Dowd's State Street Experience January 2000 - May 2002
Job Global Director Financial Services at MapR Technologies
Industry Information Technology and Services
Experience
MapR Technologies August 2015 - Present
Teradata February 2012 - August 2015
IDC Financial Insights February 2006 - February 2012
JTC May 2004 - February 2006
Ashton Partners November 2002 - May 2004
State Street January 2000 - May 2002
CEB TowerGroup April 1999 - September 1999
O&M May 1997 - September 1998
Skills
Asset Management, Trading, Capital Markets, Securities, Equities, Market Research, Strategic Planning, Marketing Strategy, Sales Support, Asset Managment, Analytics, Strategy, Financial Services, Analysis, Banking, Sales Operations, Financial Modeling, Investment Management, Competitive Analysis, Portfolio Management, Finance, Valuation, Corporate Finance, Start-ups, Emerging Markets, Financial Analysis, Venture Capital, Management Consulting, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Entrepreneurship
Bentley University 1995 — 1999
B.S, Finance
Canterbury School 1991 — 1995
MapR Technologies August 2015 - Present
Teradata February 2012 - August 2015
IDC Financial Insights February 2006 - February 2012
JTC May 2004 - February 2006
Ashton Partners November 2002 - May 2004
State Street January 2000 - May 2002
CEB TowerGroup April 1999 - September 1999
O&M May 1997 - September 1998
Skills
Asset Management, Trading, Capital Markets, Securities, Equities, Market Research, Strategic Planning, Marketing Strategy, Sales Support, Asset Managment, Analytics, Strategy, Financial Services, Analysis, Banking, Sales Operations, Financial Modeling, Investment Management, Competitive Analysis, Portfolio Management, Finance, Valuation, Corporate Finance, Start-ups, Emerging Markets, Financial Analysis, Venture Capital, Management Consulting, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Entrepreneurship
Bentley University 1995 — 1999
B.S, Finance
Canterbury School 1991 — 1995
Phillip Silitschanu's State Street Experience June 1999 - February 2001
Job Consultant
Industry Capital Markets
Experience
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Adam Martel Adam Martel's State Street Experience July 2007 - May 2010
Job Major Gifts Officer at Babson College
Industry Higher Education
Experience
Babson College September 2014 - Present
Green Leaf Convenience April 2014 - Present
Emmanuel College September 2010 - August 2014
Emmanuel College October 2010 - April 2014
State Street July 2007 - May 2010
Boston College January 2007 - May 2010
Investors Bank & Trust June 2006 - July 2007
ARM Advertising January 2004 - June 2006
Skills
Fundraising, Public Speaking, Social Media, Coaching, Management, Research, Recruiting, Higher Education, Nonprofits, Event Planning, Mentoring, Leadership, Marketing, Social Networking, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2001 — 2005
Bachelor of Arts, Communication
Babson College September 2014 - Present
Green Leaf Convenience April 2014 - Present
Emmanuel College September 2010 - August 2014
Emmanuel College October 2010 - April 2014
State Street July 2007 - May 2010
Boston College January 2007 - May 2010
Investors Bank & Trust June 2006 - July 2007
ARM Advertising January 2004 - June 2006
Skills
Fundraising, Public Speaking, Social Media, Coaching, Management, Research, Recruiting, Higher Education, Nonprofits, Event Planning, Mentoring, Leadership, Marketing, Social Networking, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2001 — 2005
Bachelor of Arts, Communication
Chase Capalbo Chase Capalbo's State Street Experience June 2015 - Present
Job Client Operations Administrator
Industry Financial Services
Experience
State Street June 2015 - Present
Bright House Networks May 2014 - August 2014
Just 4 Real May 2012 - August 2012
H2Go January 2012 - April 2012
Skills
Strategic Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Market Research, Public Speaking, Business Strategy, Financial Analysis, Entrepreneurship, Marketing, Leadership, Team Building, Business Intelligence, Enterprise Mobility, German
Education
Babson College 2011 — 2015
Bachelor's degree, Finance, General
Babson College 2011 — 2015
Bachelor's Degree, Finance, 3.2
Albert-Ludwigs-Universität Freiburg im Breisgau 2013 — 2013
Economics, 3.6
State Street June 2015 - Present
Bright House Networks May 2014 - August 2014
Just 4 Real May 2012 - August 2012
H2Go January 2012 - April 2012
Skills
Strategic Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Market Research, Public Speaking, Business Strategy, Financial Analysis, Entrepreneurship, Marketing, Leadership, Team Building, Business Intelligence, Enterprise Mobility, German
Education
Babson College 2011 — 2015
Bachelor's degree, Finance, General
Babson College 2011 — 2015
Bachelor's Degree, Finance, 3.2
Albert-Ludwigs-Universität Freiburg im Breisgau 2013 — 2013
Economics, 3.6
Julie Reeves's State Street Experience August 2007 - Present
Job Senior Event Manager at State Street
Industry Financial Services
Experience
State Street August 2007 - Present
Skills
Financial Services, Marketing Communications, Event Management, Event Planning, Marketing, Marketing Strategy, Social Media, Collateral Management, Market Research, Budgets, Mutual Funds
Education
Babson College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
State Street August 2007 - Present
Skills
Financial Services, Marketing Communications, Event Management, Event Planning, Marketing, Marketing Strategy, Social Media, Collateral Management, Market Research, Budgets, Mutual Funds
Education
Babson College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Keith Olson's State Street Experience 1997 - 1999
Job Partner at PwC
Industry Financial Services
Experience
PwC July 2007 - Present
PwC 2000 - 2007
State Street 1997 - 1999
Skills
Mortgage Banking, Banking, Retail Banking, Risk Management, Derivatives, Compliance, Residential Mortgages, Commercial Banking, Hedging, Financial Regulation, Auditing, Assurance, Internal Controls
Education
Babson College 1985 — 1989
Bachelor of Science (BS), Accounting and Economics
PwC July 2007 - Present
PwC 2000 - 2007
State Street 1997 - 1999
Skills
Mortgage Banking, Banking, Retail Banking, Risk Management, Derivatives, Compliance, Residential Mortgages, Commercial Banking, Hedging, Financial Regulation, Auditing, Assurance, Internal Controls
Education
Babson College 1985 — 1989
Bachelor of Science (BS), Accounting and Economics
Eli Levine's State Street Experience 1994 - 2013
Job Vice President, Capital Planning & Internal Control at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. September 2013 - Present
State Street 1994 - 2013
Sovereign Bank 2001 - 2005
State Street 1994 - 2001
KPMG US 1993 - 1994
Skills
Portfolio Management, Banking, Risk Management, Internal Audit, Derivatives, Hedge Funds, Fund Accounting, Securities, Valuation, Financial Reporting, Private Equity, Financial Services, Auditing, Internal Controls, Sarbanes-Oxley Act, Asset Management, Business Continuity, Consumer Lending, Commercial Lending, Anti Money Laundering, Bank Secrecy Act, Operational Risk..., Accounting, Financial Risk, Finance, Enterprise Risk...
Education
Babson College
Master of Business Administration, Finance, General
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude
Santander Bank, N.A. September 2013 - Present
State Street 1994 - 2013
Sovereign Bank 2001 - 2005
State Street 1994 - 2001
KPMG US 1993 - 1994
Skills
Portfolio Management, Banking, Risk Management, Internal Audit, Derivatives, Hedge Funds, Fund Accounting, Securities, Valuation, Financial Reporting, Private Equity, Financial Services, Auditing, Internal Controls, Sarbanes-Oxley Act, Asset Management, Business Continuity, Consumer Lending, Commercial Lending, Anti Money Laundering, Bank Secrecy Act, Operational Risk..., Accounting, Financial Risk, Finance, Enterprise Risk...
Education
Babson College
Master of Business Administration, Finance, General
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude
Corey Zahner's State Street Experience June 2001 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2001 - Present
Skills
Fund Accounting, Financial Services
Education
Babson College 1999 — 2002
Bachelor of Science in Business Administration, Finance
The Tilton School 1998 — 1999
Hingham High School 1993 — 1997
State Street June 2001 - Present
Skills
Fund Accounting, Financial Services
Education
Babson College 1999 — 2002
Bachelor of Science in Business Administration, Finance
The Tilton School 1998 — 1999
Hingham High School 1993 — 1997
Juan Orozco's State Street Experience June 2013 - June 2014
Job Database Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Cathy Lunger, CFA Cathy Lunger, CFA's State Street Experience January 1983 - January 1986
Job Loan Analyst at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Kevin Connolly's State Street Experience 2005 - Present
Job Relationship Executive at State Street
Industry Financial Services
Experience
State Street 2005 - Present
State Street 2001 - 2005
State Street 2000 - 2001
State Street 1994 - 1999
The Boston Company 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1984 - 1988
Firemans Fund Insurance Company 1980 - 1984
Skills
Strategy, CRM, Financial Services, Portfolio Management, Product Management, Mutual Funds, Risk Management, Business Development, Securities, Equities, Program Management, Relationship Management, Executive Management, New Business Development, Strategic Partnerships, Fixed Income, Management, Strategic Planning
Education
Boston College 1976 — 1980
BS
Babson College 1983 — 1986
MBA
State Street 2005 - Present
State Street 2001 - 2005
State Street 2000 - 2001
State Street 1994 - 1999
The Boston Company 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1984 - 1988
Firemans Fund Insurance Company 1980 - 1984
Skills
Strategy, CRM, Financial Services, Portfolio Management, Product Management, Mutual Funds, Risk Management, Business Development, Securities, Equities, Program Management, Relationship Management, Executive Management, New Business Development, Strategic Partnerships, Fixed Income, Management, Strategic Planning
Education
Boston College 1976 — 1980
BS
Babson College 1983 — 1986
MBA
Wayne Finnegan's State Street Experience August 2014 - Present
Job Businesss Development Executive at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
Anders Reinertsen Anders Reinertsen's State Street Experience 2012 - July 2015
Job Leading Business Development & Technology at Global Backgrounds
Industry Security and Investigations
Experience
Global Backgrounds July 2015 - Present
State Street 2012 - July 2015
McGladrey 2012 - 2012
State Street 2009 - 2012
ORBoardworks 2008 - 2009
Global Security Consulting 2007 - 2008
Skills
Business Process..., Process Improvement, Strategy, Project Management, Strategic Planning, Leading Change, Thought Leadership, Quality Management, Program Management, Visionary Thinking, Change Management, Business Architecture, Analysis, Business Transformation, Business Process, Business Development, Technology Solutions..., Agile Methodologies, IT Strategy, PMO, Business Strategy, IT Solutions, Opportunity..., Business Opportunity..., Cloud Computing, Enterprise Software, Application..., Process Automation, Process Control, SDLC, Data Governance, Master Data Management, Data Quality, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Finance
Babson College 1998 — 2002
BS, Entrepreneurship and Management
Breck 1994 — 1998
Global Backgrounds July 2015 - Present
State Street 2012 - July 2015
McGladrey 2012 - 2012
State Street 2009 - 2012
ORBoardworks 2008 - 2009
Global Security Consulting 2007 - 2008
Skills
Business Process..., Process Improvement, Strategy, Project Management, Strategic Planning, Leading Change, Thought Leadership, Quality Management, Program Management, Visionary Thinking, Change Management, Business Architecture, Analysis, Business Transformation, Business Process, Business Development, Technology Solutions..., Agile Methodologies, IT Strategy, PMO, Business Strategy, IT Solutions, Opportunity..., Business Opportunity..., Cloud Computing, Enterprise Software, Application..., Process Automation, Process Control, SDLC, Data Governance, Master Data Management, Data Quality, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Finance
Babson College 1998 — 2002
BS, Entrepreneurship and Management
Breck 1994 — 1998
Chris Tassone Chris Tassone's State Street Experience 2007 - 2008
Job Systems Engineer at Plexxi Inc.
Industry Telecommunications
Experience
Plexxi Inc. February 2015 - Present
P3I June 2010 - January 2015
techScape, LLC January 2006 - June 2011
Verizon April 2009 - December 2009
Acadian Asset Management 2008 - 2008
State Street 2007 - 2008
i2 Technologies 2006 - 2007
Cisco Systems June 2000 - June 2004
ArrowPoint Communications February 2000 - June 2000
Raytheon August 1998 - February 2000
Skills
Building Coalitions, Chaos Management, Configuration Management, Test Automation, Integration, Software Engineering, TCP/IP, Software Development, Security, Product Management, Cloud Computing, Project Management, Systems Engineering, System Architecture, Embedded Systems, C, C++, Java, Linux, Program Management, Requirements Analysis, Embedded Software, Windows, Software Design, Start-ups, Agile Methodologies, Strategy, Market Research, Unix, Enterprise Software, Knowledge Management, Empathy, Refactoring, LAN Switching, TCL, Python, Extreme Programming
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Entrepreneurship & Finance, 3.6 GPA
Bucknell University 1996 — 1998
MSEE, Electrical Engineering, 3.9 GPA
Bucknell University 1993 — 1996
BSEE, Electrical Engineering
Bentley University
Stochastic Calculus, R, Time Series Analysis, 3.66 GPA
Northeastern University
Marketing 101, 4.0 GPA
Harvard Extension School
Java for Distributed Computing
Plexxi Inc. February 2015 - Present
P3I June 2010 - January 2015
techScape, LLC January 2006 - June 2011
Verizon April 2009 - December 2009
Acadian Asset Management 2008 - 2008
State Street 2007 - 2008
i2 Technologies 2006 - 2007
Cisco Systems June 2000 - June 2004
ArrowPoint Communications February 2000 - June 2000
Raytheon August 1998 - February 2000
Skills
Building Coalitions, Chaos Management, Configuration Management, Test Automation, Integration, Software Engineering, TCP/IP, Software Development, Security, Product Management, Cloud Computing, Project Management, Systems Engineering, System Architecture, Embedded Systems, C, C++, Java, Linux, Program Management, Requirements Analysis, Embedded Software, Windows, Software Design, Start-ups, Agile Methodologies, Strategy, Market Research, Unix, Enterprise Software, Knowledge Management, Empathy, Refactoring, LAN Switching, TCL, Python, Extreme Programming
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Entrepreneurship & Finance, 3.6 GPA
Bucknell University 1996 — 1998
MSEE, Electrical Engineering, 3.9 GPA
Bucknell University 1993 — 1996
BSEE, Electrical Engineering
Bentley University
Stochastic Calculus, R, Time Series Analysis, 3.66 GPA
Northeastern University
Marketing 101, 4.0 GPA
Harvard Extension School
Java for Distributed Computing
Carrie Reese's State Street Experience December 2008 - June 2010
Job President at Advanced Piping Products
Industry Oil & Energy
Experience
Advanced Piping Products May 2011 - Present
SCS Financial June 2010 - May 2011
State Street December 2008 - June 2010
Skills
Microsoft Excel, Accounting, Investments, VBA, Business Analysis, Analysis, Fixed Income, Account Reconciliation, Auditing, Bloomberg, Financial Services, Alternative Investments, Financial Analysis, Mutual Funds
Education
Babson College 2013 — 2013
Goldman Sachs 10,000 Small Business Program, Accelerated Growth Planning for Businesses
University of Puget Sound 2004 — 2008
Bachelors of Science, Economics, Business
San Dieguito Academy 2000 — 2004
Advanced Piping Products May 2011 - Present
SCS Financial June 2010 - May 2011
State Street December 2008 - June 2010
Skills
Microsoft Excel, Accounting, Investments, VBA, Business Analysis, Analysis, Fixed Income, Account Reconciliation, Auditing, Bloomberg, Financial Services, Alternative Investments, Financial Analysis, Mutual Funds
Education
Babson College 2013 — 2013
Goldman Sachs 10,000 Small Business Program, Accelerated Growth Planning for Businesses
University of Puget Sound 2004 — 2008
Bachelors of Science, Economics, Business
San Dieguito Academy 2000 — 2004
Anthony Piccione Anthony Piccione's State Street Experience July 2014 - Present
Job Vice President, AML PMO at State Street
Industry Banking
Experience
State Street July 2014 - Present
Sovereign Bank December 2002 - June 2014
Fidelity Investments January 2001 - December 2002
Genii LifeMedia Inc 2000 - 2001
BankBoston 1991 - 2000
Skills
Analysis, Banking, Business Analysis, Requirements Analysis, Risk, SDLC, Process Engineering, Program Management, Process Improvement, Change Management, Mentoring, Compliance, Systems Analysis, Problem Solving, Enterprise Architecture, Integration, Financial Risk, Project Management, Risk Management, Vendor Management, Business Process..., IT Strategy, Management, Business Strategy, Business Intelligence, Software Documentation, Data Analysis, Data Warehousing, Logical Data Modeling, ATMs, ETL, Requirements Gathering, Mergers & Acquisitions, Financial Services, Defined Benefit, Financial Analysis, Retail Banking, Visio, Software Project..., Project Portfolio..., Portfolio Management, Leadership, Analytics, AML, Credit Risk, Relationship Management, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business Administration and Management, General
College of the Holy Cross
BA, Economics
Northeastern University
Certification In Web Development
State Street July 2014 - Present
Sovereign Bank December 2002 - June 2014
Fidelity Investments January 2001 - December 2002
Genii LifeMedia Inc 2000 - 2001
BankBoston 1991 - 2000
Skills
Analysis, Banking, Business Analysis, Requirements Analysis, Risk, SDLC, Process Engineering, Program Management, Process Improvement, Change Management, Mentoring, Compliance, Systems Analysis, Problem Solving, Enterprise Architecture, Integration, Financial Risk, Project Management, Risk Management, Vendor Management, Business Process..., IT Strategy, Management, Business Strategy, Business Intelligence, Software Documentation, Data Analysis, Data Warehousing, Logical Data Modeling, ATMs, ETL, Requirements Gathering, Mergers & Acquisitions, Financial Services, Defined Benefit, Financial Analysis, Retail Banking, Visio, Software Project..., Project Portfolio..., Portfolio Management, Leadership, Analytics, AML, Credit Risk, Relationship Management, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business Administration and Management, General
College of the Holy Cross
BA, Economics
Northeastern University
Certification In Web Development
Richard A. Joslin Richard A. Joslin's State Street Experience June 1992 - June 1997
Job Vice President, Treasurer's Office Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Asset and Wealth Management August 2006 - Present
PFPC, Inc. 1998 - 2006
State Street June 1992 - June 1997
Easter Seals Massachsuetts June 1990 - August 1991
Skills
Fund Accounting, Securities Lending, Closed-end Funds, Foreign Exchange, Custodians, Share Repurchase, Bloomberg, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, Magna Cum Laude
Nichols College 1988 — 1992
Bachelor of Science, Accounting, Cum Laude
Holliston High School 1984 — 1988
Deutsche Asset and Wealth Management August 2006 - Present
PFPC, Inc. 1998 - 2006
State Street June 1992 - June 1997
Easter Seals Massachsuetts June 1990 - August 1991
Skills
Fund Accounting, Securities Lending, Closed-end Funds, Foreign Exchange, Custodians, Share Repurchase, Bloomberg, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, Magna Cum Laude
Nichols College 1988 — 1992
Bachelor of Science, Accounting, Cum Laude
Holliston High School 1984 — 1988
Bob Gingrich Bob Gingrich's State Street Experience November 2011 - June 2014
Job Financial Services Consultant
Industry Financial Services
Experience
LeapFrog Systems July 2014 - Present
State Street November 2011 - June 2014
JPMorgan Chase December 2010 - November 2011
Fidelity Investments (National Financial) 2006 - April 2010
Fidelity Investments February 2004 - December 2005
Thomson Financial 2001 - 2003
Plural (Dell Professional Services) 2000 - 2001
GTE Government Systems February 1986 - January 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Strategy, Risk Management, Project Management, Integration, Competitive Analysis, Financial Services, Portfolio Management, Management, Product Development, Leadership, Business Process, Financial Analysis, Finance, Mutual Funds, Due Diligence, Testing, Business Requirements, Business Process..., Investments, Vendor Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Business
Syracuse University 1978 — 1982
BSEE, Electrical Engineering
LeapFrog Systems July 2014 - Present
State Street November 2011 - June 2014
JPMorgan Chase December 2010 - November 2011
Fidelity Investments (National Financial) 2006 - April 2010
Fidelity Investments February 2004 - December 2005
Thomson Financial 2001 - 2003
Plural (Dell Professional Services) 2000 - 2001
GTE Government Systems February 1986 - January 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Strategy, Risk Management, Project Management, Integration, Competitive Analysis, Financial Services, Portfolio Management, Management, Product Development, Leadership, Business Process, Financial Analysis, Finance, Mutual Funds, Due Diligence, Testing, Business Requirements, Business Process..., Investments, Vendor Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Business
Syracuse University 1978 — 1982
BSEE, Electrical Engineering
Siddarameshwar Bulla Siddarameshwar Bulla's State Street Experience May 2011 - February 2012
Job Java Architect at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis, Sayles & Company January 2014 - Present
Loomis, Sayles & Company January 2013 - December 2013
Fidelity Investments December 2011 - December 2012
State Street May 2011 - February 2012
Highdata Software Corp January 2011 - May 2011
Tata Consultancy Services May 2010 - January 2011
Tata Consultancy Services May 2008 - May 2010
Tata Consultancy Services January 2007 - May 2008
Tata Consultancy Services May 2006 - December 2006
Tata Consultancy Services December 2001 - December 2006
Skills
Java Enterprise Edition, PL/SQL, Oracle, Requirements Analysis, SQL, Software Project..., Hibernate, SDLC, Java, Spring, Web Services, SOA, Software Design, Cloud Computing, Enterprise Software, Unix, Websphere, Unix Shell Scripting, Enterprise Architecture, Struts, Solution Architecture, Agile Methodologies, Business Analysis, XML, Weblogic, Data Warehousing, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
B.E, Information Science and Engineering
Fatima High School, HUBLI 1992 — 1995
SSLC, KSB
Loomis, Sayles & Company January 2014 - Present
Loomis, Sayles & Company January 2013 - December 2013
Fidelity Investments December 2011 - December 2012
State Street May 2011 - February 2012
Highdata Software Corp January 2011 - May 2011
Tata Consultancy Services May 2010 - January 2011
Tata Consultancy Services May 2008 - May 2010
Tata Consultancy Services January 2007 - May 2008
Tata Consultancy Services May 2006 - December 2006
Tata Consultancy Services December 2001 - December 2006
Skills
Java Enterprise Edition, PL/SQL, Oracle, Requirements Analysis, SQL, Software Project..., Hibernate, SDLC, Java, Spring, Web Services, SOA, Software Design, Cloud Computing, Enterprise Software, Unix, Websphere, Unix Shell Scripting, Enterprise Architecture, Struts, Solution Architecture, Agile Methodologies, Business Analysis, XML, Weblogic, Data Warehousing, Spring Framework
Education
B. M. S. College of Engineering 1997 — 2001
B.E, Information Science and Engineering
Fatima High School, HUBLI 1992 — 1995
SSLC, KSB
Terri Monjar's State Street Experience May 2008 - January 2013
Job Head of Global Operations at State Street Global Exchange FX Connect & Fund Connect
Industry Financial Services
Experience
State Street Global Exchange, FX Connect & Fund Connect June 2014 - Present
State Street Corporation January 2013 - June 2014
State Street May 2008 - January 2013
State Street January 2006 - January 2008
Hobbs Madison November 2004 - January 2006
State Street Corporation January 1993 - October 2004
CSC Consulting May 1990 - January 1993
Skills
Financial Services, Asset Management, Mutual Funds, Strategy, Cross-functional Team..., Global Business..., Program Management, Analytics, Product Management, Relationship Management
Education
Babson College 1991 — 1996
MBA
Project Management Institute (PMI)
PMP Certification
University of Richmond
BS
State Street Global Exchange, FX Connect & Fund Connect June 2014 - Present
State Street Corporation January 2013 - June 2014
State Street May 2008 - January 2013
State Street January 2006 - January 2008
Hobbs Madison November 2004 - January 2006
State Street Corporation January 1993 - October 2004
CSC Consulting May 1990 - January 1993
Skills
Financial Services, Asset Management, Mutual Funds, Strategy, Cross-functional Team..., Global Business..., Program Management, Analytics, Product Management, Relationship Management
Education
Babson College 1991 — 1996
MBA
Project Management Institute (PMI)
PMP Certification
University of Richmond
BS
Matthew Wei's State Street Experience June 2015 - Present
Job Hedge Fund Analyst at Ratel Capital Management
Industry Financial Services
Experience
State Street June 2015 - Present
Babson College Office of Admissions January 2011 - January 2015
Ratel Capital Management, LLC May 2014 - August 2014
Pinnacle View Capital Management LLC May 2013 - August 2013
Princeton Global Asset Management June 2012 - August 2012
Lazerwear Apparel August 2011 - May 2012
Skills
Entrepreneurship, Economics, Finance, Statistics, Financial Analysis, Bloomberg, Investments, Microsoft Excel, Microsoft Office, Capital IQ, Equity Research, PowerPoint, Marketing
Education
Babson College 2011 — 2015
Princeton High School
Brown University
State Street June 2015 - Present
Babson College Office of Admissions January 2011 - January 2015
Ratel Capital Management, LLC May 2014 - August 2014
Pinnacle View Capital Management LLC May 2013 - August 2013
Princeton Global Asset Management June 2012 - August 2012
Lazerwear Apparel August 2011 - May 2012
Skills
Entrepreneurship, Economics, Finance, Statistics, Financial Analysis, Bloomberg, Investments, Microsoft Excel, Microsoft Office, Capital IQ, Equity Research, PowerPoint, Marketing
Education
Babson College 2011 — 2015
Princeton High School
Brown University
Don Doherty's State Street Experience September 1985 - August 1995
Job Vice President Director of Business Development at NRS
Industry Financial Services
Experience
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
Brian R. Doherty's State Street Experience August 2000 - February 2002
Job Vice President at Capital Crossing
Industry Real Estate
Experience
Capital Crossing LLC September 2009 - Present
Lehman Brothers August 2007 - September 2009
MassHousing October 2002 - July 2007
State Street August 2000 - February 2002
Skills
Real Estate, Portfolio Management, Loans, Valuation, Commercial Mortgages, Underwriting, Workout, Debt Restructuring, Distressed Debt, Distressed Property, Cash Flow Forecasting, Liquidation, Loan Modification, Debt Recovery, Assets Recovery, Commercial Litigation, Bankruptcy, Creditors' Rights, Credit Risk, Real Estate Investment, Financial Modeling, Real Estate Due..., Due Diligence, Asset Management, Disposition, Investment Properties
Education
Babson College
Bachelor of Science (BS), Business Administration and Economics
Wayland High
Capital Crossing LLC September 2009 - Present
Lehman Brothers August 2007 - September 2009
MassHousing October 2002 - July 2007
State Street August 2000 - February 2002
Skills
Real Estate, Portfolio Management, Loans, Valuation, Commercial Mortgages, Underwriting, Workout, Debt Restructuring, Distressed Debt, Distressed Property, Cash Flow Forecasting, Liquidation, Loan Modification, Debt Recovery, Assets Recovery, Commercial Litigation, Bankruptcy, Creditors' Rights, Credit Risk, Real Estate Investment, Financial Modeling, Real Estate Due..., Due Diligence, Asset Management, Disposition, Investment Properties
Education
Babson College
Bachelor of Science (BS), Business Administration and Economics
Wayland High
Jan Beaven's State Street Experience 2001 - 2004
Job Consultant to NonProfits
Industry Nonprofit Organization Management
Experience
Beaven Consulting March 2009 - Present
Management Consulting Services June 2005 - March 2009
State Street 2001 - 2004
Cambridge Technology Partners 1998 - 2001
Symmetrix 1990 - 1998
MEDITECH 1984 - 1990
Skills
Non-profits, Mergers, Strategic Planning, Change Management, Management Consulting, Cross-functional Team..., Team Building, Organizational..., Strategy, Nonprofits, Consulting, Program Management, Governance, Leadership Development, Workshop Facilitation, Executive Management, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA
University of Pittsburgh
M.Ed, Education
Miami University
BA, Western College of Miami U
Beaven Consulting March 2009 - Present
Management Consulting Services June 2005 - March 2009
State Street 2001 - 2004
Cambridge Technology Partners 1998 - 2001
Symmetrix 1990 - 1998
MEDITECH 1984 - 1990
Skills
Non-profits, Mergers, Strategic Planning, Change Management, Management Consulting, Cross-functional Team..., Team Building, Organizational..., Strategy, Nonprofits, Consulting, Program Management, Governance, Leadership Development, Workshop Facilitation, Executive Management, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA
University of Pittsburgh
M.Ed, Education
Miami University
BA, Western College of Miami U
Jacob Vick's State Street Experience May 2014 - August 2014
Job Capital Markets Analyst at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group, Inc. June 2015 - Present
Babson College September 2013 - May 2015
State Street May 2014 - August 2014
Business Opportunities in Africa Research Project June 2013 - July 2013
Audire Kit September 2012 - May 2013
The City of Frisco May 2012 - July 2012
Education
Babson College 2012 — 2015
Bachelor of Science (BS), Finance and Legal Studies
Wakeland High School
Citizens Financial Group, Inc. June 2015 - Present
Babson College September 2013 - May 2015
State Street May 2014 - August 2014
Business Opportunities in Africa Research Project June 2013 - July 2013
Audire Kit September 2012 - May 2013
The City of Frisco May 2012 - July 2012
Education
Babson College 2012 — 2015
Bachelor of Science (BS), Finance and Legal Studies
Wakeland High School
Donna Ceriani Donna Ceriani's State Street Experience November 1994 - September 1999
Job Leadership Success Coach | Expert in Inspiring Transformation
Industry Information Technology and Services
Experience
The Real Journey LLC November 2010 - Present
SmartBear Software January 2012 - July 2013
Omgeo May 2003 - December 2010
Independent October 1999 - April 2003
State Street November 1994 - September 1999
Digital Equipment Corporation September 1986 - October 1994
UMass Memorial Medical Center October 1982 - September 1986
Skills
Program Management, Executive Coaching, Talent Management, Management, Relationship Management, Leadership Development, Change Management, Performance Management, Employee Engagement, Emotional Intelligence, Workshop Facilitation, Cross-functional Team..., Management Development, Virtual Teams, Training Delivery, Organizational Culture, Strategic Planning, Motivational Speaking, Career Development..., Transition Management, Personal Branding, Business Strategy, Business Analysis, Coaching, Consulting, Customer Satisfaction, Executive Management, Human Resources, Employee Benefits, Information Technology, Leadership, New Business Development, Onboarding, Organizational..., Outsourcing, Process Improvement, Program Development, Risk Management, SDLC, Service Delivery, Strategy, Succession Planning, Team Building, Team Leadership, Workshop Development, CRM, Professional Services, Salesforce.com, Vendor Management
Education
Management Research Group
University of Massachusetts, Amherst 1976 — 1979
B.B.A., Accounting & Information Systems
Coaches Training Institute 2010 — 2011
CPCC, Certified Professional Co-Active Coach
Harvard Law School 2007 — 2007
The Program on Negotiation for Senior Executives
Babson College 2005 — 2007
Executive Leadership Program
MIT Sloan School of Management 2006 — 2006
Building, Leading & Sustaining the Innovative Organization
The Real Journey LLC November 2010 - Present
SmartBear Software January 2012 - July 2013
Omgeo May 2003 - December 2010
Independent October 1999 - April 2003
State Street November 1994 - September 1999
Digital Equipment Corporation September 1986 - October 1994
UMass Memorial Medical Center October 1982 - September 1986
Skills
Program Management, Executive Coaching, Talent Management, Management, Relationship Management, Leadership Development, Change Management, Performance Management, Employee Engagement, Emotional Intelligence, Workshop Facilitation, Cross-functional Team..., Management Development, Virtual Teams, Training Delivery, Organizational Culture, Strategic Planning, Motivational Speaking, Career Development..., Transition Management, Personal Branding, Business Strategy, Business Analysis, Coaching, Consulting, Customer Satisfaction, Executive Management, Human Resources, Employee Benefits, Information Technology, Leadership, New Business Development, Onboarding, Organizational..., Outsourcing, Process Improvement, Program Development, Risk Management, SDLC, Service Delivery, Strategy, Succession Planning, Team Building, Team Leadership, Workshop Development, CRM, Professional Services, Salesforce.com, Vendor Management
Education
Management Research Group
University of Massachusetts, Amherst 1976 — 1979
B.B.A., Accounting & Information Systems
Coaches Training Institute 2010 — 2011
CPCC, Certified Professional Co-Active Coach
Harvard Law School 2007 — 2007
The Program on Negotiation for Senior Executives
Babson College 2005 — 2007
Executive Leadership Program
MIT Sloan School of Management 2006 — 2006
Building, Leading & Sustaining the Innovative Organization
Thu Tran Thu Tran's State Street Experience June 2011 - August 2011
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2015 - Present
Yale Appliance and Lighting June 2014 - September 2015
Phonathon September 2011 - May 2015
Action for Boston Community Development June 2013 - August 2014
State Street June 2011 - August 2011
State Street July 2010 - August 2010
Boston Financial Data Services July 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Entrepreneurship, Fundraising, Marketing, Customer Service, Event Planning, Social Networking, Social Media, Research, Facebook, Market Research
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management
Boston Latin School 2005 — 2011
High School Diploma
Loomis, Sayles & Company June 2015 - Present
Yale Appliance and Lighting June 2014 - September 2015
Phonathon September 2011 - May 2015
Action for Boston Community Development June 2013 - August 2014
State Street June 2011 - August 2011
State Street July 2010 - August 2010
Boston Financial Data Services July 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Entrepreneurship, Fundraising, Marketing, Customer Service, Event Planning, Social Networking, Social Media, Research, Facebook, Market Research
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management
Boston Latin School 2005 — 2011
High School Diploma
Anirban Dhar's State Street Experience October 2006 - February 2010
Job Director Data Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
State Street October 2006 - February 2010
Lightbridge Inc August 2000 - September 2006
Datacore Systems 1999 - 2000
Infosys 1998 - 1999
IBM Global Services 1997 - 1998
Pertech Computers Ltd 1994 - 1996
Skills
Fixed Income Technology, Asset Management Equity..., Asset Management High..., Large Complex Program..., Business Intelligence, Strategy, Cross-functional Team..., Management, CRM, Outsourcing, Entrepreneurship, Process Improvement, Strategic Planning, Analytics, Databases, Unix, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance & Entrepreneurship
Birla Institute of Technology 1991 — 1994
B.E, Electronics & Computers
Fidelity Investments February 2010 - Present
State Street October 2006 - February 2010
Lightbridge Inc August 2000 - September 2006
Datacore Systems 1999 - 2000
Infosys 1998 - 1999
IBM Global Services 1997 - 1998
Pertech Computers Ltd 1994 - 1996
Skills
Fixed Income Technology, Asset Management Equity..., Asset Management High..., Large Complex Program..., Business Intelligence, Strategy, Cross-functional Team..., Management, CRM, Outsourcing, Entrepreneurship, Process Improvement, Strategic Planning, Analytics, Databases, Unix, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance & Entrepreneurship
Birla Institute of Technology 1991 — 1994
B.E, Electronics & Computers
Beena Vasudevan's State Street Experience October 2007 - Present
Job Project manager/Application Development consultant, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2007 - Present
State Street January 2007 - October 2007
Workscape October 2006 - December 2006
Fidelity Investments February 2006 - September 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Analysis, Software Project..., Visio, Agile Methodologies, Vendor Management, Testing, Data Warehousing, Integration, Business Intelligence, Systems Analysis
Education
University of Massachusetts Lowell 2007 — 2009
MS, Computer Engineering
Tamilnadu college of engineering 1994 — 1998
BS, Electronics and Communication Engineering
Babson College
Leadership
State Street October 2007 - Present
State Street January 2007 - October 2007
Workscape October 2006 - December 2006
Fidelity Investments February 2006 - September 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Analysis, Software Project..., Visio, Agile Methodologies, Vendor Management, Testing, Data Warehousing, Integration, Business Intelligence, Systems Analysis
Education
University of Massachusetts Lowell 2007 — 2009
MS, Computer Engineering
Tamilnadu college of engineering 1994 — 1998
BS, Electronics and Communication Engineering
Babson College
Leadership
Karen Keenan's State Street Experience September 2014 - Present
Job EVP at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
CLS Group. April 2013 - Present
State Street Bank September 2012 - September 2014
State Street October 2010 - September 2012
State Street July 2007 - September 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust November 1995 - February 2002
Investors Bank & Trust June 1991 - October 1995
Investors Bank & Trust June 1990 - June 1991
Investors Bank & Trust August 1989 - June 1990
Education
Babson College 1988 — 1991
M.B.A., Finance
Bentley College 1980 — 1984
B.S., Accountancy
State Street September 2014 - Present
CLS Group. April 2013 - Present
State Street Bank September 2012 - September 2014
State Street October 2010 - September 2012
State Street July 2007 - September 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust November 1995 - February 2002
Investors Bank & Trust June 1991 - October 1995
Investors Bank & Trust June 1990 - June 1991
Investors Bank & Trust August 1989 - June 1990
Education
Babson College 1988 — 1991
M.B.A., Finance
Bentley College 1980 — 1984
B.S., Accountancy
Erin R Ortmeier Erin R Ortmeier's State Street Experience July 2006 - March 2008
Job Associate Investment Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
David Quirk David Quirk's State Street Experience 1997 - 2000
Job Investment Operations Executive and Advisory Consultant
Industry Investment Management
Experience
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
Liang Zhang Liang Zhang's State Street Experience June 2014 - August 2014
Job Vice President, Wellesley College Class of 2016
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Wellesley College August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Wellesley College January 2013 - December 2014
J.P. Morgan November 2014 - November 2014
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
Bank of America Merrill Lynch May 2014 - May 2014
The Blackstone Group April 2014 - April 2014
Skills
Java, Quantitative Research, Microsoft Office, Programming, Data Analysis, Stata, Statistics, Econometrics, Spanish, Photoshop, Social Media, Marketing, Adobe Audition, Prezi
Education
Wellesley College 2012 — 2016
Bachelors Degree, Economics Mathematics, 3.92/4.0
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Cross-Registration Program between Wellesley College and MIT, Finance, General
Babson College 2014 — 2014
Cross-Registration program for Wellesley-Babson-Olin, Accounting
Bank of America Merrill Lynch GBAM 2014 — 2014
Finance Summer Learning Series
The 2nd High School Attached to Beijing Normal University 2009 — 2012
High School Diploma, General Studies, GPA 93/100 SAT 2200/2400
Bank of America Merrill Lynch August 2015 - Present
Wellesley College August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Wellesley College January 2013 - December 2014
J.P. Morgan November 2014 - November 2014
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
Bank of America Merrill Lynch May 2014 - May 2014
The Blackstone Group April 2014 - April 2014
Skills
Java, Quantitative Research, Microsoft Office, Programming, Data Analysis, Stata, Statistics, Econometrics, Spanish, Photoshop, Social Media, Marketing, Adobe Audition, Prezi
Education
Wellesley College 2012 — 2016
Bachelors Degree, Economics Mathematics, 3.92/4.0
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Cross-Registration Program between Wellesley College and MIT, Finance, General
Babson College 2014 — 2014
Cross-Registration program for Wellesley-Babson-Olin, Accounting
Bank of America Merrill Lynch GBAM 2014 — 2014
Finance Summer Learning Series
The 2nd High School Attached to Beijing Normal University 2009 — 2012
High School Diploma, General Studies, GPA 93/100 SAT 2200/2400
Keir Walker, MBA Keir Walker, MBA's State Street Experience 2004 - 2007
Job Senior Market Research, Financial Management & GRC
Industry Information Technology and Services
Experience
Aberdeen Group June 2015 - Present
NASDAQ OMX June 2013 - April 2015
Thomson Reuters November 2007 - June 2013
State Street 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Account Management, Customer Relations, Research, Excel, Lead Generation, Marketing Strategy, PowerPoint, Word, Public Relations, Fundraising, Promotions, Coordination, Social Media, Bloomberg, Public Speaking, Product Management, Customer Service, Vendor Relations, Marketing Communications, Leadership, Microsoft Word, Product Marketing, CRM, Salesforce.com, Online Advertising, Team Leadership, Social Networking, Project Management, Online Marketing, Sales, Business Strategy, Strategy, Market Research, Analysis, Strategic Planning, Management, Data Analysis, Entrepreneurship, Strategic Partnerships, Business Development, Program Management, SaaS, Email Marketing, Social Media Marketing, Marketing, Microsoft Excel, Business Analysis, Product Development, Competitive Analysis, Contract Negotiation
Education
Babson College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University
Bachelors, Political Science
University of Colorado Boulder
Aberdeen Group June 2015 - Present
NASDAQ OMX June 2013 - April 2015
Thomson Reuters November 2007 - June 2013
State Street 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Account Management, Customer Relations, Research, Excel, Lead Generation, Marketing Strategy, PowerPoint, Word, Public Relations, Fundraising, Promotions, Coordination, Social Media, Bloomberg, Public Speaking, Product Management, Customer Service, Vendor Relations, Marketing Communications, Leadership, Microsoft Word, Product Marketing, CRM, Salesforce.com, Online Advertising, Team Leadership, Social Networking, Project Management, Online Marketing, Sales, Business Strategy, Strategy, Market Research, Analysis, Strategic Planning, Management, Data Analysis, Entrepreneurship, Strategic Partnerships, Business Development, Program Management, SaaS, Email Marketing, Social Media Marketing, Marketing, Microsoft Excel, Business Analysis, Product Development, Competitive Analysis, Contract Negotiation
Education
Babson College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University
Bachelors, Political Science
University of Colorado Boulder
Robert MacCune's State Street Experience February 2015 - Present
Job AIS Private Equity Fund Services, Associate I
Industry Financial Services
Experience
State Street February 2015 - Present
Babson College September 2011 - May 2014
Talbots June 2013 - August 2013
PrimeTime Lacrosse June 2011 - August 2012
X-CHARGE December 2010 - May 2011
Skills
Coaching, PowerPoint, Customer Service, Marketing, Accounts Payable, Event Planning, Microsoft Word, Financial Analysis, Public Speaking, Entrepreneurship, Social Media Marketing, Microsoft Office, Microsoft Excel
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Thayer Academy 2006 — 2010
State Street February 2015 - Present
Babson College September 2011 - May 2014
Talbots June 2013 - August 2013
PrimeTime Lacrosse June 2011 - August 2012
X-CHARGE December 2010 - May 2011
Skills
Coaching, PowerPoint, Customer Service, Marketing, Accounts Payable, Event Planning, Microsoft Word, Financial Analysis, Public Speaking, Entrepreneurship, Social Media Marketing, Microsoft Office, Microsoft Excel
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Thayer Academy 2006 — 2010
Iris Tomlak's State Street Experience September 2015 - Present
Job Global Marketing and Communications at State Street
Industry Marketing and Advertising
Experience
State Street September 2015 - Present
Needham Bank November 2007 - September 2014
Reed Exhibitons October 2004 - May 2007
Skills
Advertising, Marketing Communications, Coordination, Events, Writing, Community Outreach, Photoshop, Public Relations, Marketing, Event Planning, Training, Fundraising, Market Research, Leadership, Strategic Planning, Adobe Creative Suite
Education
Emerson College 2014 — 2017
Master's Degree, Integrated Marketing Communication Program
Babson College 2012 — 2013
New England School for Financial Studies
Boston University 2006 — 2007
Advertising and Public Relations
Hendrix College 1999 — 2003
BA, Sociology
State Street September 2015 - Present
Needham Bank November 2007 - September 2014
Reed Exhibitons October 2004 - May 2007
Skills
Advertising, Marketing Communications, Coordination, Events, Writing, Community Outreach, Photoshop, Public Relations, Marketing, Event Planning, Training, Fundraising, Market Research, Leadership, Strategic Planning, Adobe Creative Suite
Education
Emerson College 2014 — 2017
Master's Degree, Integrated Marketing Communication Program
Babson College 2012 — 2013
New England School for Financial Studies
Boston University 2006 — 2007
Advertising and Public Relations
Hendrix College 1999 — 2003
BA, Sociology
Keegan Silk's State Street Experience June 2015 - August 2015
Job Intern at Morrissey Goodale LLC
Industry Financial Services
Experience
Morrissey Goodale LLC September 2015 - Present
State Street June 2015 - August 2015
Selligent November 2014 - June 2015
Crimson Hexagon May 2014 - January 2015
Definitive Healthcare, LLC May 2013 - August 2013
OneCase (Babson College Business Start-Up Project) September 2012 - April 2013
Sweeney Custom Homes May 2010 - August 2012
Skills
Marketing, Business Development, Microsoft Excel, Market Research, Salesforce.com, Access, Boolean Searching, Teamwork, Critical Thinking, Time Management, PowerPoint, Social Networking, Facebook, Spanish, Microsoft Word, Microsoft Office, Minitab, SPSS, Ice Hockey, Globalization, Public Speaking
Education
Babson College 2012 — 2016
Candidate for Bachelor of Science in Business Management, Finance and Business Analytics
Xaverian Brothers High School
Morrissey Goodale LLC September 2015 - Present
State Street June 2015 - August 2015
Selligent November 2014 - June 2015
Crimson Hexagon May 2014 - January 2015
Definitive Healthcare, LLC May 2013 - August 2013
OneCase (Babson College Business Start-Up Project) September 2012 - April 2013
Sweeney Custom Homes May 2010 - August 2012
Skills
Marketing, Business Development, Microsoft Excel, Market Research, Salesforce.com, Access, Boolean Searching, Teamwork, Critical Thinking, Time Management, PowerPoint, Social Networking, Facebook, Spanish, Microsoft Word, Microsoft Office, Minitab, SPSS, Ice Hockey, Globalization, Public Speaking
Education
Babson College 2012 — 2016
Candidate for Bachelor of Science in Business Management, Finance and Business Analytics
Xaverian Brothers High School
Andrew Boyer Andrew Boyer's State Street Experience January 2000 - April 2011
Job Pricing Business Analyst; Stinson Leonard Street
Industry Legal Services
Experience
Stinson Leonard Street LLP November 2014 - Present
JPMorgan Chase June 2011 - November 2014
State Street January 2000 - April 2011
Skills
Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Finance, Corporate Finance, Strategy, Business Strategy, Business Development, Analytics, Strategic Planning, Project Management, Investments, Asset Management, Business Process..., Financial Reporting, Analysis, Management, Operations Management, Cash Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (MBA)
Park University 2007 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Stinson Leonard Street LLP November 2014 - Present
JPMorgan Chase June 2011 - November 2014
State Street January 2000 - April 2011
Skills
Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Finance, Corporate Finance, Strategy, Business Strategy, Business Development, Analytics, Strategic Planning, Project Management, Investments, Asset Management, Business Process..., Financial Reporting, Analysis, Management, Operations Management, Cash Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (MBA)
Park University 2007 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Kari Chan's State Street Experience July 2013 - August 2013
Job Social Media Marketing Intern at M.Gemi
Industry Apparel & Fashion
Experience
Babson College May 2014 - Present
M.Gemi June 2015 - August 2015
Babson College November 2014 - May 2015
Trend Tribe May 2014 - May 2015
FridgePal October 2013 - May 2014
State Street July 2013 - August 2013
Skills
Leadership, Photoshop, Digital Media, Marketing, Team Leadership, Organizational..., Fashion, Photography, Social Media Marketing, Event Planning, Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, MailChimp, HootSuite, Logo Design, Web Design
Education
Babson College 2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General
Boston Latin School 2007 — 2013
High School Diploma
Babson College May 2014 - Present
M.Gemi June 2015 - August 2015
Babson College November 2014 - May 2015
Trend Tribe May 2014 - May 2015
FridgePal October 2013 - May 2014
State Street July 2013 - August 2013
Skills
Leadership, Photoshop, Digital Media, Marketing, Team Leadership, Organizational..., Fashion, Photography, Social Media Marketing, Event Planning, Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, MailChimp, HootSuite, Logo Design, Web Design
Education
Babson College 2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General
Boston Latin School 2007 — 2013
High School Diploma
Guo Cheng's State Street Experience August 2013 - May 2014
Job AVP, Risk Analytics Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2015 - August 2015
State Street August 2013 - May 2014
Babson Asia Business Club & Babson Asia Entrepreneurship Forum April 2013 - May 2014
Babson College 2014 - 2014
PwC September 2013 - December 2013
Infosys January 2013 - May 2013
Babson College January 2013 - May 2013
Industrial and Commercial Bank of China January 2011 - June 2012
Industrial and Commercial Bank of China July 2010 - August 2010
Skills
Finance, Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Banking, Microsoft Office, English, Mandarin, Commercial Banking, Microsoft Word, Windows, Financial Modeling, Financial Accounting, Financial Forecasting, Risk Management, Equities, Data Analysis, Market Research, Wealth Management, C/C++ STL, Capital IQ, Bloomberg, SAS, SharePoint, Visio, EViews, Outlook, Strategy, Accounting, Auditing, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Santander Bank, N.A. January 2015 - August 2015
State Street August 2013 - May 2014
Babson Asia Business Club & Babson Asia Entrepreneurship Forum April 2013 - May 2014
Babson College 2014 - 2014
PwC September 2013 - December 2013
Infosys January 2013 - May 2013
Babson College January 2013 - May 2013
Industrial and Commercial Bank of China January 2011 - June 2012
Industrial and Commercial Bank of China July 2010 - August 2010
Skills
Finance, Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Banking, Microsoft Office, English, Mandarin, Commercial Banking, Microsoft Word, Windows, Financial Modeling, Financial Accounting, Financial Forecasting, Risk Management, Equities, Data Analysis, Market Research, Wealth Management, C/C++ STL, Capital IQ, Bloomberg, SAS, SharePoint, Visio, EViews, Outlook, Strategy, Accounting, Auditing, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Andy Curtis's State Street Experience January 2010 - November 2011
Job FP&A at HubSpot
Industry Computer Software
Experience
HubSpot May 2014 - Present
HubSpot May 2012 - May 2014
AEW Capital Management November 2011 - March 2012
State Street January 2010 - November 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Office, Outlook, Salesforce.com, NetSuite, SaaS, Email Marketing, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics-Finance
HubSpot May 2014 - Present
HubSpot May 2012 - May 2014
AEW Capital Management November 2011 - March 2012
State Street January 2010 - November 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Office, Outlook, Salesforce.com, NetSuite, SaaS, Email Marketing, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics-Finance
Richard Cooke, PMP Richard Cooke, PMP's State Street Experience March 2012 - Present
Job Vice President Director of Global Business Services at State Street Gobal Advisors
Industry Financial Services
Experience
State Street March 2012 - Present
State Street Global Advisors November 2009 - March 2012
State Street Global Advisors October 2004 - November 2009
State Street Global Advisors January 2003 - October 2004
State Street Global Advisors March 1997 - January 2003
Synetics October 1995 - March 1997
Raytheon August 1989 - October 1995
Raytheon June 1986 - September 1989
Skills
SDLC, Financial Services, Portfolio Management, Process Improvement, Product Management, Risk Management, Project Management, Program Management, IT Strategy, PMP, Change Management, Quality Assurance, Requirements Analysis, Outsourcing, Project Portfolio..., Software Project..., Disaster Recovery, Software Development, PMO, Business Process..., Requirements Gathering
Education
Babson College 1988 — 1993
MBA, Business
Springfield College 1982 — 1986
BS, Math/Computer Science
State Street March 2012 - Present
State Street Global Advisors November 2009 - March 2012
State Street Global Advisors October 2004 - November 2009
State Street Global Advisors January 2003 - October 2004
State Street Global Advisors March 1997 - January 2003
Synetics October 1995 - March 1997
Raytheon August 1989 - October 1995
Raytheon June 1986 - September 1989
Skills
SDLC, Financial Services, Portfolio Management, Process Improvement, Product Management, Risk Management, Project Management, Program Management, IT Strategy, PMP, Change Management, Quality Assurance, Requirements Analysis, Outsourcing, Project Portfolio..., Software Project..., Disaster Recovery, Software Development, PMO, Business Process..., Requirements Gathering
Education
Babson College 1988 — 1993
MBA, Business
Springfield College 1982 — 1986
BS, Math/Computer Science
Andrew Khalatov's State Street Experience March 2014 - June 2014
Job Capital Markets Senior Consultant
Industry Capital Markets
Experience
Capco December 2014 - Present
Goldman Sachs January 2015 - Present
Wellington Management July 2014 - November 2014
Accenture November 2013 - November 2014
State Street March 2014 - June 2014
Pango Capital July 2011 - October 2013
Clarkston Consulting November 2008 - July 2011
Cross Atlantic Capital Partners September 2009 - January 2010
Skills
Management Consulting, Due Diligence, Business Analysis, Portfolio Management, Business Strategy, Investments, Financial Modeling, Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Program Management, Market Research, CRM, Microsoft Word, Business Intelligence, Problem Solving, Strategic Consulting, Analysis, Consulting, Minitab, Process Improvement, Series 3, Series 34, Python, VBA, Hedge Funds, Private Equity, Strategy, Equities, Capital Markets, Derivatives, Asset Management, Fixed Income
Education
Babson College 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Babson College 2006 — 2009
Bachelor of Science (B.Sc.), Finance and Economic
Capco December 2014 - Present
Goldman Sachs January 2015 - Present
Wellington Management July 2014 - November 2014
Accenture November 2013 - November 2014
State Street March 2014 - June 2014
Pango Capital July 2011 - October 2013
Clarkston Consulting November 2008 - July 2011
Cross Atlantic Capital Partners September 2009 - January 2010
Skills
Management Consulting, Due Diligence, Business Analysis, Portfolio Management, Business Strategy, Investments, Financial Modeling, Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Program Management, Market Research, CRM, Microsoft Word, Business Intelligence, Problem Solving, Strategic Consulting, Analysis, Consulting, Minitab, Process Improvement, Series 3, Series 34, Python, VBA, Hedge Funds, Private Equity, Strategy, Equities, Capital Markets, Derivatives, Asset Management, Fixed Income
Education
Babson College 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Babson College 2006 — 2009
Bachelor of Science (B.Sc.), Finance and Economic
William Queenan, MBA's State Street Experience May 2014 - Present
Job Vice President Global Human Resources at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
Skills
HR Consulting, Employee Relations, Performance Management, Change Management, Talent Acquisition, Talent Management, Project Management, Organizational Design, Total Rewards, Human Resources, HRIS, Onboarding, Deferred Compensation, Organizational..., Employee Engagement, Employee Benefits, Mergers & Acquisitions, Recruiting, Training, Management, Management Consulting, Leadership, Strategic Planning, Succession Planning, Workforce Planning, Start-ups, Benefits Administration
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA
Babson College 1985 — 1988
B.S, Management & Communications
State Street May 2014 - Present
Skills
HR Consulting, Employee Relations, Performance Management, Change Management, Talent Acquisition, Talent Management, Project Management, Organizational Design, Total Rewards, Human Resources, HRIS, Onboarding, Deferred Compensation, Organizational..., Employee Engagement, Employee Benefits, Mergers & Acquisitions, Recruiting, Training, Management, Management Consulting, Leadership, Strategic Planning, Succession Planning, Workforce Planning, Start-ups, Benefits Administration
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA
Babson College 1985 — 1988
B.S, Management & Communications
Donald Blakely's State Street Experience January 2007 - September 2009
Job Fixed Asset Accounting at REIT Management & Research
Industry Accounting
Experience
REIT Management & Research January 2013 - Present
REIT Management September 2009 - Present
State Street January 2007 - September 2009
Skills
Accounting, Journal Entries, Account Reconciliation, General Ledger, GAAP
Education
Babson College 2000 — 2004
BS Accounting
Babson College
REIT Management & Research January 2013 - Present
REIT Management September 2009 - Present
State Street January 2007 - September 2009
Skills
Accounting, Journal Entries, Account Reconciliation, General Ledger, GAAP
Education
Babson College 2000 — 2004
BS Accounting
Babson College
Frank Reilly, MBA, PMP Frank Reilly, MBA, PMP's State Street Experience March 2008 - March 2009
Job Director of Project Management at Strategic Solutions Group
Industry Information Technology and Services
Experience
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Ryan Heavey Ryan Heavey's State Street Experience April 2015 - Present
Job Internal Sales Representative at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
Dunkerque Les Corsaires August 2014 - March 2015
Fiksu May 2014 - August 2014
Spartan Race, Inc. May 2013 - August 2013
Boston Jr. Eagles Hockey Organization August 2012 - January 2013
Regal Fabrics Inc. June 2012 - August 2012
Morton Financial April 2011 - August 2011
AVG Technologies June 2010 - August 2010
Pro Ambitions Hockey June 2009 - August 2009
Skills
Sports, Research, Ice Hockey, Athletics, Social Media, Customer Service, Salesforce.com, Sales, Teamwork, Social Networking, Social Media Marketing
Education
Babson College 2010 — 2014
Bachelor of Science (BS) in Business Management, Marketing, Entrepreneurship
Choate Rosemary Hall 2009 — 2010
Post Graduate Certificate of Completion
Phillips Academy 2005 — 2009
High School Diploma
State Street April 2015 - Present
Dunkerque Les Corsaires August 2014 - March 2015
Fiksu May 2014 - August 2014
Spartan Race, Inc. May 2013 - August 2013
Boston Jr. Eagles Hockey Organization August 2012 - January 2013
Regal Fabrics Inc. June 2012 - August 2012
Morton Financial April 2011 - August 2011
AVG Technologies June 2010 - August 2010
Pro Ambitions Hockey June 2009 - August 2009
Skills
Sports, Research, Ice Hockey, Athletics, Social Media, Customer Service, Salesforce.com, Sales, Teamwork, Social Networking, Social Media Marketing
Education
Babson College 2010 — 2014
Bachelor of Science (BS) in Business Management, Marketing, Entrepreneurship
Choate Rosemary Hall 2009 — 2010
Post Graduate Certificate of Completion
Phillips Academy 2005 — 2009
High School Diploma
Michael Widmer's State Street Experience August 2011 - Present
Job Project Manager, Vice President, IT Strategy & Governance at State Street
Industry Financial Services
Experience
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
Yiho Yiu's State Street Experience March 2008 - December 2012
Job Senior Associate at SCS Financial
Industry Financial Services
Experience
SCS Financial December 2014 - Present
SCS Financial December 2012 - December 2014
State Street March 2008 - December 2012
Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Hedge Funds, Securities, Derivatives, Fund Administration, Financial Services, Asset Management, Valuation, Financial Analysis, Alternative Investments, Bloomberg Terminal
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management, Finance, General
SCS Financial December 2014 - Present
SCS Financial December 2012 - December 2014
State Street March 2008 - December 2012
Skills
Fund Accounting, Bloomberg, Mutual Funds, Equities, Hedge Funds, Securities, Derivatives, Fund Administration, Financial Services, Asset Management, Valuation, Financial Analysis, Alternative Investments, Bloomberg Terminal
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management, Finance, General
Tom DeQuinzio Tom DeQuinzio's State Street Experience 2014 - Present
Job SSgA Finance Director Funds Profitability, VP at SSgA
Industry Financial Services
Experience
State Street 2014 - Present
State Street 2011 - 2014
The Mergis Group 2011 - 2011
First Marblehead 2010 - 2011
State Street 2003 - 2010
State Street 2003 - 2003
State Street 1993 - 2002
State Street 1991 - 1993
State Street 1990 - 1991
State Street London Limited 1989 - 1990
Skills
Forecasting, Process Improvement, Auditing, Finance, Budgets, Financial Reporting, Corporate Finance, Six Sigma, Accounting, Internal Controls, Risk Management, Strategy, Financial Analysis, Leadership, Training, Banking, Executive Management, Essbase, Financial Modeling, Analysis, Business Analysis, Managerial Finance, Mutual Funds, Business Process..., Investments, Cash Management, Internal Audit, Mergers & Acquisitions, Management, Strategic Financial..., Financial Services, Valuation, Securities, General Ledger, Due Diligence, Fixed Income, Equities, Financial Risk, Asset Management, Fund Accounting
Education
Pace University - Lubin Graduate School of Business
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business
Bachelor of Business Administration
Babson College
William George Associates LLP
State Street 2014 - Present
State Street 2011 - 2014
The Mergis Group 2011 - 2011
First Marblehead 2010 - 2011
State Street 2003 - 2010
State Street 2003 - 2003
State Street 1993 - 2002
State Street 1991 - 1993
State Street 1990 - 1991
State Street London Limited 1989 - 1990
Skills
Forecasting, Process Improvement, Auditing, Finance, Budgets, Financial Reporting, Corporate Finance, Six Sigma, Accounting, Internal Controls, Risk Management, Strategy, Financial Analysis, Leadership, Training, Banking, Executive Management, Essbase, Financial Modeling, Analysis, Business Analysis, Managerial Finance, Mutual Funds, Business Process..., Investments, Cash Management, Internal Audit, Mergers & Acquisitions, Management, Strategic Financial..., Financial Services, Valuation, Securities, General Ledger, Due Diligence, Fixed Income, Equities, Financial Risk, Asset Management, Fund Accounting
Education
Pace University - Lubin Graduate School of Business
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business
Bachelor of Business Administration
Babson College
William George Associates LLP
Lauren Glavin Lauren Glavin's State Street Experience October 2013 - Present
Job Human Resources Analyst at State Street Corporation
Industry Financial Services
Experience
State Street October 2013 - Present
Brown Brothers Harriman March 2011 - October 2013
Brown Brothers Harriman October 2006 - March 2011
Investors Bank & Trust February 2005 - October 2006
Metro Credit Union May 2004 - February 2005
Skills
HRIS, PeopleSoft, Analytics, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, Data Analysis, PowerPoint, Project Coordination, Financial Services, Employee Relations, Process Improvement, Workday, Applicant Tracking..., Employee Benefits, Performance Management
Education
Suffolk University 2008 — 2010
Masters Degree, Human Resources
Babson College 2000 — 2004
Bachelors, Business Administration
State Street October 2013 - Present
Brown Brothers Harriman March 2011 - October 2013
Brown Brothers Harriman October 2006 - March 2011
Investors Bank & Trust February 2005 - October 2006
Metro Credit Union May 2004 - February 2005
Skills
HRIS, PeopleSoft, Analytics, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, Data Analysis, PowerPoint, Project Coordination, Financial Services, Employee Relations, Process Improvement, Workday, Applicant Tracking..., Employee Benefits, Performance Management
Education
Suffolk University 2008 — 2010
Masters Degree, Human Resources
Babson College 2000 — 2004
Bachelors, Business Administration
Linda Modiste, PMP Linda Modiste, PMP's State Street Experience November 1988 - November 1999
Job Asst Vice Provost, IT Application Services
Industry Higher Education
Experience
University of Massachusetts Boston November 2007 - Present
Massachusetts Turnpike Authority June 2005 - August 2007
American Student Assistance February 2004 - May 2005
EMC June 2001 - December 2003
Digitas November 1999 - May 2001
State Street November 1988 - November 1999
Skills
Program Management, IT Operations, Data Center, Software Project..., Oracle, Business Intelligence, Enterprise Architecture, Project Management, Enterprise Software, Information Technology, Customer Service, Web Project Management, Computer Network..., System Monitoring, Document Management, IT Service Management, Security, SharePoint, Visio, ERP, Relational Databases, Kronos, Disaster Recovery, MS Project, Management, Governance, IT Management, Project Portfolio..., Data Center Architecture, Network Operations, Systems Monitoring, ERP/CRM, ITIL v3 Foundations..., Leadership, Business Analysis, IT Strategy, SDLC, Vendor Management, Project Planning, PMO
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Software Engineering, 3.7
American Project Management 2012 — 2012
Masters Certificate in Project Management, Project Management, 4.0
William George Associates 2006 — 2006
Applied Project Management, Project Management
Babson College 2003 — 2003
Graduate Certificate, Entreprenurial Leadership for IT Professionals
Worcester Polytechnic Institute 1994 — 1995
Certification, Unix and C, A
Bryant University 1979 — 1984
BA, Information Technology/Finance
University of Massachusetts Boston November 2007 - Present
Massachusetts Turnpike Authority June 2005 - August 2007
American Student Assistance February 2004 - May 2005
EMC June 2001 - December 2003
Digitas November 1999 - May 2001
State Street November 1988 - November 1999
Skills
Program Management, IT Operations, Data Center, Software Project..., Oracle, Business Intelligence, Enterprise Architecture, Project Management, Enterprise Software, Information Technology, Customer Service, Web Project Management, Computer Network..., System Monitoring, Document Management, IT Service Management, Security, SharePoint, Visio, ERP, Relational Databases, Kronos, Disaster Recovery, MS Project, Management, Governance, IT Management, Project Portfolio..., Data Center Architecture, Network Operations, Systems Monitoring, ERP/CRM, ITIL v3 Foundations..., Leadership, Business Analysis, IT Strategy, SDLC, Vendor Management, Project Planning, PMO
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Software Engineering, 3.7
American Project Management 2012 — 2012
Masters Certificate in Project Management, Project Management, 4.0
William George Associates 2006 — 2006
Applied Project Management, Project Management
Babson College 2003 — 2003
Graduate Certificate, Entreprenurial Leadership for IT Professionals
Worcester Polytechnic Institute 1994 — 1995
Certification, Unix and C, A
Bryant University 1979 — 1984
BA, Information Technology/Finance
Taylor Babineau's State Street Experience April 2014 - Present
Job
Industry Computer Software
Experience
State Street April 2014 - Present
State Street Bank January 2013 - Present
Skills
SDLC, Testing, E-commerce, Quality Assurance, User Acceptance Testing, Program Management, Business Analysis, Software Project..., Requirements Analysis, Agile Methodologies, Quality Center, Agile Project Management
Education
Babson College 1989 — 1993
BS
State Street April 2014 - Present
State Street Bank January 2013 - Present
Skills
SDLC, Testing, E-commerce, Quality Assurance, User Acceptance Testing, Program Management, Business Analysis, Software Project..., Requirements Analysis, Agile Methodologies, Quality Center, Agile Project Management
Education
Babson College 1989 — 1993
BS
Jonathan Nesbit's State Street Experience February 2010 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2010 - Present
Staples February 2008 - February 2010
Staples, Inc. February 2006 - February 2010
Staples May 2004 - February 2006
Staples February 2003 - May 2004
Staples October 2002 - February 2003
Fidelity Capital 2001 - 2001
Riverton 2000 - 2001
Skills
Project Management, Black Belt, Process Improvement, Six Sigma, Cross-functional Team..., Operations Management, Process Excellence, Business Process..., Team Building, Operational Excellence, Business Analysis, Change Management, Program Management, Continuous Improvement, Strategy, Sales, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Rollins College 1991 — 1995
BA
State Street February 2010 - Present
Staples February 2008 - February 2010
Staples, Inc. February 2006 - February 2010
Staples May 2004 - February 2006
Staples February 2003 - May 2004
Staples October 2002 - February 2003
Fidelity Capital 2001 - 2001
Riverton 2000 - 2001
Skills
Project Management, Black Belt, Process Improvement, Six Sigma, Cross-functional Team..., Operations Management, Process Excellence, Business Process..., Team Building, Operational Excellence, Business Analysis, Change Management, Program Management, Continuous Improvement, Strategy, Sales, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Rollins College 1991 — 1995
BA
Craig Boardman's State Street Experience May 1996 - 1998
Job Global Product Head at Markit
Industry Financial Services
Experience
Markit September 2008 - Present
JP Morgan FCS May 2007 - September 2008
J.P. Morgan FCS September 2004 - May 2007
ORIX Capital Markets May 2002 - August 2004
Federated Investors, Inc. May 2001 - August 2001
Fidelity Management Research July 1998 - August 2000
State Street May 1996 - 1998
Skills
Hedge Funds, Loans, Capital Markets, Leveraged Finance, Structured Products, Fixed Income, Investments, Valuation, Portfolio Management, Compliance, Customer Relations, Business Analysis, Negotiation, Credit, Excel, Bonds, Product Development, Financial Analysis, Problem Solving, Budgeting, Analysis, New Business Development, Risk Management, Due Diligence, Team Building, Strategic Planning, Operations Management, Business Planning, Product Management, High Yield, Change Management, Marketing Strategy, Asset Management, Risk, Microsoft Office, Process Engineering, Process Improvement, Financial Modeling, CRM, Derivatives, Credit Derivatives, Bloomberg, Structured Finance, Financial Risk, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance
Babson College 1992 — 1996
BS, Finance, Investments, Economics
Markit September 2008 - Present
JP Morgan FCS May 2007 - September 2008
J.P. Morgan FCS September 2004 - May 2007
ORIX Capital Markets May 2002 - August 2004
Federated Investors, Inc. May 2001 - August 2001
Fidelity Management Research July 1998 - August 2000
State Street May 1996 - 1998
Skills
Hedge Funds, Loans, Capital Markets, Leveraged Finance, Structured Products, Fixed Income, Investments, Valuation, Portfolio Management, Compliance, Customer Relations, Business Analysis, Negotiation, Credit, Excel, Bonds, Product Development, Financial Analysis, Problem Solving, Budgeting, Analysis, New Business Development, Risk Management, Due Diligence, Team Building, Strategic Planning, Operations Management, Business Planning, Product Management, High Yield, Change Management, Marketing Strategy, Asset Management, Risk, Microsoft Office, Process Engineering, Process Improvement, Financial Modeling, CRM, Derivatives, Credit Derivatives, Bloomberg, Structured Finance, Financial Risk, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance
Babson College 1992 — 1996
BS, Finance, Investments, Economics
Gregory Craven's State Street Experience November 2014 - Present
Job Product Owner at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
Brad Harden's State Street Experience July 2007 - Present
Job New Product Development
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust April 1993 - 2007
Education
Babson College 1988 — 1992
State Street July 2007 - Present
Investors Bank & Trust April 1993 - 2007
Education
Babson College 1988 — 1992
Christopher Freeman, CAIA's State Street Experience August 2009 - March 2013
Job Performance & Analytics Manager
Industry Financial Services
Experience
Man Numeric May 2015 - Present
Numeric Investors LLC August 2014 - April 2015
Numeric Investors March 2013 - August 2014
State Street August 2009 - March 2013
Wellington Management September 2007 - May 2008
New England Private Wealth Advisors December 2006 - June 2007
Fallon Ambulance May 2004 - September 2005
Skills
VBA, Microsoft Excel, Financial Modeling, Fixed Income, Predictive Analytics, R, SQL, Access, Analytics, Finance, Valuation, Financial Analysis, Investments, Equities, Trading, Alternative Investments, Python, Performance Measurement, Performance Attribution, Tableau, GIPS Compliance, RapidMiner, Risk Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Global MBA concentration, 3.3
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics, 3.4
Bentley University 2003 — 2005
Bachelor of Science (BS), Finance
Man Numeric May 2015 - Present
Numeric Investors LLC August 2014 - April 2015
Numeric Investors March 2013 - August 2014
State Street August 2009 - March 2013
Wellington Management September 2007 - May 2008
New England Private Wealth Advisors December 2006 - June 2007
Fallon Ambulance May 2004 - September 2005
Skills
VBA, Microsoft Excel, Financial Modeling, Fixed Income, Predictive Analytics, R, SQL, Access, Analytics, Finance, Valuation, Financial Analysis, Investments, Equities, Trading, Alternative Investments, Python, Performance Measurement, Performance Attribution, Tableau, GIPS Compliance, RapidMiner, Risk Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Global MBA concentration, 3.3
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics, 3.4
Bentley University 2003 — 2005
Bachelor of Science (BS), Finance
Linda Modiste PMP's State Street Experience 1988 - 1999
Job Information Technology & Project Management Professional
Industry Information Technology and Services
Experience
University of Massachusetts Boston November 2007 - Present
Massachusetts Turnpike Authority June 2005 - July 2007
American Student Assistance September 2004 - June 2005
EMC Corporation January 2000 - December 2002
Wentworth Institute of Technology July 2001 - August 2002
State Street Corporattion February 1988 - November 1999
State Street Bank 1988 - 1999
State Street 1988 - 1999
The Beacon Companies January 1984 - December 1988
Education
William George Associates 2005 — 2006
Certification
Babson College 2002 — 2002
Graduate Certificate
William George Associates 2002 — 2002
Certification
Worcester Polytechnic Institute 1996 — 1997
Certification
Bryant University 1980 — 1985
Bachelors
University of Massachusetts Boston November 2007 - Present
Massachusetts Turnpike Authority June 2005 - July 2007
American Student Assistance September 2004 - June 2005
EMC Corporation January 2000 - December 2002
Wentworth Institute of Technology July 2001 - August 2002
State Street Corporattion February 1988 - November 1999
State Street Bank 1988 - 1999
State Street 1988 - 1999
The Beacon Companies January 1984 - December 1988
Education
William George Associates 2005 — 2006
Certification
Babson College 2002 — 2002
Graduate Certificate
William George Associates 2002 — 2002
Certification
Worcester Polytechnic Institute 1996 — 1997
Certification
Bryant University 1980 — 1985
Bachelors
Wendy Carroll's State Street Experience 1994 - 1995
Job VP Shareholder and Plan Services at GE Asset Management
Industry Investment Management
Experience
GE Asset Management June 2010 - Present
GE Asset Management April 2005 - June 2010
GE Asset Management January 2000 - March 2005
GE Asset Management August 1997 - December 1999
GE Asset Management June 1995 - August 1997
State Street 1994 - 1995
Skills
Equities, Asset Management, Due Diligence, Investments, Financial Services, Portfolio Management, Fixed Income, Risk Management, Financial Analysis, Hedge Funds, Process Improvement, Capital Markets, Mutual Funds, Alternative Investments, Financial Risk, Bloomberg, Derivatives, Securities, Series 7, Private Equity, Team Building, Auditing, SEC filings, Financial Modeling, Asset Managment, AML
Education
Babson College 1987 — 1991
Quantitative Methods / Finance / MIS
GE Asset Management June 2010 - Present
GE Asset Management April 2005 - June 2010
GE Asset Management January 2000 - March 2005
GE Asset Management August 1997 - December 1999
GE Asset Management June 1995 - August 1997
State Street 1994 - 1995
Skills
Equities, Asset Management, Due Diligence, Investments, Financial Services, Portfolio Management, Fixed Income, Risk Management, Financial Analysis, Hedge Funds, Process Improvement, Capital Markets, Mutual Funds, Alternative Investments, Financial Risk, Bloomberg, Derivatives, Securities, Series 7, Private Equity, Team Building, Auditing, SEC filings, Financial Modeling, Asset Managment, AML
Education
Babson College 1987 — 1991
Quantitative Methods / Finance / MIS
Amanda (Trede) McKee's State Street Experience 2003 - 2004
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management 2011 - Present
Wellington Management 2010 - 2011
Wellington Management 2006 - 2010
Wellington Management 2004 - 2006
State Street 2003 - 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, magna cum laude
Stonehill College
Bachelor of Science
Lazard Asset Management 2011 - Present
Wellington Management 2010 - 2011
Wellington Management 2006 - 2010
Wellington Management 2004 - 2006
State Street 2003 - 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, magna cum laude
Stonehill College
Bachelor of Science
Mark B. Nemith's State Street Experience July 2008 - March 2012
Job Operations Manager and Licensed Real Estate Salesperson at Walfred Associates
Industry Real Estate
Experience
Walfred Associates January 2015 - Present
Walfred Associates April 2012 - Present
Nemith Nissan Volvo April 2012 - August 2014
State Street July 2008 - March 2012
State Street September 2006 - June 2008
Skills
Operations Management, Business Analysis, Microsoft Office, Management, Business Process..., Process Improvement, Cash Management, Automotive, CRM, Social Enterprise..., Dealer Management..., Collaborative Software, vAuto, Salesforce.com..., Marketing, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Master of Business Administration, Entrepreneurship
Colgate University 2002 — 2006
Bachelor of Arts, Psychology
Albany Academy 1998 — 2002
Walfred Associates January 2015 - Present
Walfred Associates April 2012 - Present
Nemith Nissan Volvo April 2012 - August 2014
State Street July 2008 - March 2012
State Street September 2006 - June 2008
Skills
Operations Management, Business Analysis, Microsoft Office, Management, Business Process..., Process Improvement, Cash Management, Automotive, CRM, Social Enterprise..., Dealer Management..., Collaborative Software, vAuto, Salesforce.com..., Marketing, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Master of Business Administration, Entrepreneurship
Colgate University 2002 — 2006
Bachelor of Arts, Psychology
Albany Academy 1998 — 2002
Jeffrey G. Jones's State Street Experience July 2010 - August 2014
Job AVP at State Street
Industry Computer Software
Experience
State Street July 2010 - August 2014
Magenic Technologies August 2008 - April 2009
Ascend Consulting 2004 - 2008
Bonaire Software Solutions 2003 - 2004
Fidelity Investments 1993 - 2003
Skills
Agile Methodologies, Program Management, Process Improvement, IT Strategy, Scrum, Six Sigma, Professional Services, Consulting, SDLC, Vendor Management, Financial Services, Business Analysis, PMO, PMP, Requirements Gathering
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Finance and Investments
State Street July 2010 - August 2014
Magenic Technologies August 2008 - April 2009
Ascend Consulting 2004 - 2008
Bonaire Software Solutions 2003 - 2004
Fidelity Investments 1993 - 2003
Skills
Agile Methodologies, Program Management, Process Improvement, IT Strategy, Scrum, Six Sigma, Professional Services, Consulting, SDLC, Vendor Management, Financial Services, Business Analysis, PMO, PMP, Requirements Gathering
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Finance and Investments
Allan Kelly's State Street Experience 1986 - 1995
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Charles Duval's State Street Experience September 1991 - April 2008
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2008 - Present
State Street September 1991 - April 2008
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MST, Taxation
Babson College 1977 — 1981
Wellington Management April 2008 - Present
State Street September 1991 - April 2008
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MST, Taxation
Babson College 1977 — 1981
Baker, Henry's State Street Experience November 2007 - November 2009
Job Business Analyst at Eagle Investment Systems
Industry Investment Management
Experience
Eagle Investment Systems October 2010 - Present
Sunlife Financial July 2009 - October 2010
State Street November 2007 - November 2009
ACI Worldwide August 2006 - November 2007
Putnam Investments August 1998 - August 2006
Skills
Auditing, Investments, Portfolio Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Finance
Bryant University 1994 — 1998
Bachelors, Accounting
Eagle Investment Systems October 2010 - Present
Sunlife Financial July 2009 - October 2010
State Street November 2007 - November 2009
ACI Worldwide August 2006 - November 2007
Putnam Investments August 1998 - August 2006
Skills
Auditing, Investments, Portfolio Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Finance
Bryant University 1994 — 1998
Bachelors, Accounting
Monica McLaughlin's State Street Experience February 1995 - Present
Job Vice President
Industry Financial Services
Experience
State Street February 1995 - Present
Skills
Global Custody, Corporate Actions, Financial Services, Back Office, Investments, Middle Office, Investment Management, Derivatives, Business Analysis, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, Finance
Boston College 1990 — 1994
BA, Economics
State Street February 1995 - Present
Skills
Global Custody, Corporate Actions, Financial Services, Back Office, Investments, Middle Office, Investment Management, Derivatives, Business Analysis, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, Finance
Boston College 1990 — 1994
BA, Economics
Arlene Roberts's State Street Experience January 2013 - Present
Job Global Head of Content Marketing at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
State Street February 2001 - December 2012
Gillette 2000 - 2001
Polaroid 1991 - 2000
Skills
Public Relations, Media Relations, Crisis Communications, Publicity, Strategic Planning, Marketing, Program Management, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2001
MBA
Boston University 1987 — 1991
MS, Journalism
State Street January 2013 - Present
State Street February 2001 - December 2012
Gillette 2000 - 2001
Polaroid 1991 - 2000
Skills
Public Relations, Media Relations, Crisis Communications, Publicity, Strategic Planning, Marketing, Program Management, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2001
MBA
Boston University 1987 — 1991
MS, Journalism
Tom Traynor's State Street Experience July 2005 - July 2007
Job Senior Application Support Analyst at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems July 2007 - Present
State Street July 2005 - July 2007
State Street July 2002 - July 2005
State Street August 2000 - July 2002
Skills
Fund Accounting, Corporate Actions, Bloomberg, Mutual Funds, Equities, Securities, Fixed Income, Derivatives, Asset Managment, Investments, Financial Services, Financial Analysis, Fund Administration, Hedge Funds, Accounting
Education
Babson College 1996 — 2000
Bachelor of Science, Accounting and Finance
Malden Catholic High School 1992 — 1996
Eagle Investment Systems July 2007 - Present
State Street July 2005 - July 2007
State Street July 2002 - July 2005
State Street August 2000 - July 2002
Skills
Fund Accounting, Corporate Actions, Bloomberg, Mutual Funds, Equities, Securities, Fixed Income, Derivatives, Asset Managment, Investments, Financial Services, Financial Analysis, Fund Administration, Hedge Funds, Accounting
Education
Babson College 1996 — 2000
Bachelor of Science, Accounting and Finance
Malden Catholic High School 1992 — 1996
Claudia Rosen's State Street Experience February 1993 - July 1997
Job Director at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial July 1997 - Present
State Street February 1993 - July 1997
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Finance
The University of Connecticut School of Business 1988 — 1992
B.S., Finance
Sun Life Financial July 1997 - Present
State Street February 1993 - July 1997
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Finance
The University of Connecticut School of Business 1988 — 1992
B.S., Finance
Srinivasa Silam's State Street Experience February 2007 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street February 2007 - Present
The Mentor Network August 2005 - February 2007
Metro Bistate Project,St Louis February 2004 - February 2005
Skills
Business Analysis, SharePoint, SQL, Requirements Analysis, Vendor Management, Data Warehousing, Program Management, Microsoft SQL Server, SDLC, PL/SQL, Fixed Income, Requirements Gathering, Oracle, Bloomberg
Education
Babasaheb Bhimrao Ambedkar University 1988 — 1992
BE, Electronics And Telecommunications
State Street February 2007 - Present
The Mentor Network August 2005 - February 2007
Metro Bistate Project,St Louis February 2004 - February 2005
Skills
Business Analysis, SharePoint, SQL, Requirements Analysis, Vendor Management, Data Warehousing, Program Management, Microsoft SQL Server, SDLC, PL/SQL, Fixed Income, Requirements Gathering, Oracle, Bloomberg
Education
Babasaheb Bhimrao Ambedkar University 1988 — 1992
BE, Electronics And Telecommunications
Glenn Horner's State Street Experience 1990 - 2009
Job Managing Director at State Street Bank
Industry Financial Services
Experience
State Street Corp, Boston, USA 1990 - Present
State Street 1990 - 2009
State Street 1990 - 2009
Skills
Derivatives, Valuation, Alternative Investments, Capital Markets, Bloomberg, Corporate Actions, Securities Lending, Fixed Income, Business Analysis, Collateral Management, Hedge Funds, Securities, Risk Management, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1993
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1993
mba
Babson College 1986 — 1990
bs
State Street Corp, Boston, USA 1990 - Present
State Street 1990 - 2009
State Street 1990 - 2009
Skills
Derivatives, Valuation, Alternative Investments, Capital Markets, Bloomberg, Corporate Actions, Securities Lending, Fixed Income, Business Analysis, Collateral Management, Hedge Funds, Securities, Risk Management, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1993
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1993
mba
Babson College 1986 — 1990
bs
Claudine Martin's State Street Experience September 2014 - June 2015
Job Senior Vice President Marketing at Scivantage
Industry Financial Services
Experience
Scivantage September 2015 - Present
State Street September 2014 - June 2015
Martin Consulting June 2005 - August 2014
SS&C Technologies September 2009 - July 2014
InvestEdge, Inc 2007 - 2009
Bullrun Financial 2005 - 2007
Fidelity Investments 1987 - 2002
Thomson Financial 1990 - 1994
Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Computer Information Systems
Babson College 1983 — 1987
BS, Finance & Investments
Scivantage September 2015 - Present
State Street September 2014 - June 2015
Martin Consulting June 2005 - August 2014
SS&C Technologies September 2009 - July 2014
InvestEdge, Inc 2007 - 2009
Bullrun Financial 2005 - 2007
Fidelity Investments 1987 - 2002
Thomson Financial 1990 - 1994
Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Computer Information Systems
Babson College 1983 — 1987
BS, Finance & Investments
Natallia Halanchanka's State Street Experience January 2011 - Present
Job Senior Financial Reporting Specialist
Industry Financial Services
Experience
State Street January 2011 - Present
Ben S Cole Financial January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Private Equity, Hedge Funds
Education
Babson College 2013 — 2016
Master of Business Administration (MBA)
Northeastern University 2010 — 2012
Certificate, Accounting
Boston University 2006 — 2009
Bachelor of Science (BS), Economics
State Street January 2011 - Present
Ben S Cole Financial January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Private Equity, Hedge Funds
Education
Babson College 2013 — 2016
Master of Business Administration (MBA)
Northeastern University 2010 — 2012
Certificate, Accounting
Boston University 2006 — 2009
Bachelor of Science (BS), Economics
Keith Wasley's State Street Experience 2006 - 2009
Job Managing Director, Human Resources at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2010 - Present
PAREXEL International January 2010 - August 2010
State Street Global Advisors March 2005 - April 2009
State Street 2006 - 2009
State Street 1991 - 2009
State Street 1999 - 2006
State Street September 2002 - March 2005
State Street December 1991 - September 2002
Skills
Organizational..., Employee Relations, Leadership Development, Change Management, Employee Engagement, Personnel Management, Human Resources, Performance Management, Recruiting, Organizational..., Workforce Planning, Team Building
Education
Babson College
BS, Management and Organizational Behavior
Babson College
Credit Suisse August 2010 - Present
PAREXEL International January 2010 - August 2010
State Street Global Advisors March 2005 - April 2009
State Street 2006 - 2009
State Street 1991 - 2009
State Street 1999 - 2006
State Street September 2002 - March 2005
State Street December 1991 - September 2002
Skills
Organizational..., Employee Relations, Leadership Development, Change Management, Employee Engagement, Personnel Management, Human Resources, Performance Management, Recruiting, Organizational..., Workforce Planning, Team Building
Education
Babson College
BS, Management and Organizational Behavior
Babson College
Charles Duval's State Street Experience September 1991 - April 2008
Job Tax Director at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2008 - Present
State Street September 1991 - April 2008
Bank of Boston August 1981 - September 1991
Skills
Accounting, Internal Controls, Financial Services, Tax, Finance, Tax Law, Asset Management, Mutual Funds, Investments
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MST, Taxation
Boston University 1986 — 1989
Certificate, Financial Planning
Babson College 1977 — 1981
BS, Finance/Investments
Wellington Management April 2008 - Present
State Street September 1991 - April 2008
Bank of Boston August 1981 - September 1991
Skills
Accounting, Internal Controls, Financial Services, Tax, Finance, Tax Law, Asset Management, Mutual Funds, Investments
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MST, Taxation
Boston University 1986 — 1989
Certificate, Financial Planning
Babson College 1977 — 1981
BS, Finance/Investments
Chou Diep's State Street Experience May 2012 - Present
Job Assistant Vice President Finance at State Street
Industry Banking
Experience
State Street May 2012 - Present
State Street September 2011 - April 2012
State Street September 2010 - August 2011
Keller Williams Realty September 2006 - December 2010
State Street June 2009 - May 2010
Boston Scientific May 2008 - May 2009
Skills
Finance, Real Estate, Bloomberg, Financial Analysis, Equities, Investments, Portfolio Management, Financial Modeling, Fixed Income, Asset Management, Valuation, Banking, Forecasting
Education
Babson College 2006 — 2010
Bachelor of Science (BS), Finance and Accounting
State Street May 2012 - Present
State Street September 2011 - April 2012
State Street September 2010 - August 2011
Keller Williams Realty September 2006 - December 2010
State Street June 2009 - May 2010
Boston Scientific May 2008 - May 2009
Skills
Finance, Real Estate, Bloomberg, Financial Analysis, Equities, Investments, Portfolio Management, Financial Modeling, Fixed Income, Asset Management, Valuation, Banking, Forecasting
Education
Babson College 2006 — 2010
Bachelor of Science (BS), Finance and Accounting
Jared Chase's State Street Experience 1998 - 2012
Job Financial Services & Non Profit Leader
Industry Banking
Experience
State Street 1998 - 2012
Standard Chartered Bank 2003 - 2004
Deutsche Bank 1995 - 1998
J.P. Morgan 1987 - 1995
Carroll, McEntee & McGinley, INC 1979 - 1987
Education
Babson College
Bachelor of Science, Finance
State Street 1998 - 2012
Standard Chartered Bank 2003 - 2004
Deutsche Bank 1995 - 1998
J.P. Morgan 1987 - 1995
Carroll, McEntee & McGinley, INC 1979 - 1987
Education
Babson College
Bachelor of Science, Finance
Bob Donahoe's State Street Experience October 2012 - Present
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
Goldman Sachs June 2010 - October 2012
Citi January 1998 - June 2010
BISYS Fund Services 2002 - 2007
Education
Babson College
MBA
Bentley University 1982 — 1986
B.S., Finance
State Street October 2012 - Present
Goldman Sachs June 2010 - October 2012
Citi January 1998 - June 2010
BISYS Fund Services 2002 - 2007
Education
Babson College
MBA
Bentley University 1982 — 1986
B.S., Finance
Mark Rothwell's State Street Experience August 2015 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street August 2013 - August 2015
Nehoiden Golf Club March 2013 - August 2013
PGA TOUR January 2013 - March 2013
Junior Sports Corporation August 2012 - December 2012
State Street September 2010 - August 2012
Lexicon Management, LLC June 2009 - August 2009
Somerville Chamber of Commerce August 2008 - December 2008
Education
Babson College 2006 — 2010
Business, Finance, Quantitative Methods
State Street August 2015 - Present
State Street August 2013 - August 2015
Nehoiden Golf Club March 2013 - August 2013
PGA TOUR January 2013 - March 2013
Junior Sports Corporation August 2012 - December 2012
State Street September 2010 - August 2012
Lexicon Management, LLC June 2009 - August 2009
Somerville Chamber of Commerce August 2008 - December 2008
Education
Babson College 2006 — 2010
Business, Finance, Quantitative Methods
Baffour Ofori's State Street Experience September 2009 - December 2014
Job Assistant Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
Gregory Dewire's State Street Experience October 2014 - Present
Job Accounting/Pricing Specialist
Industry Financial Services
Experience
State Street October 2014 - Present
State Street January 2014 - October 2014
Lacrosse Unlimited May 2013 - December 2013
First Investors August 2013 - October 2013
TSG Sports Group March 2011 - July 2012
Skills
Microsoft Office, Sales, Negotiation, Social Networking, Customer Service, Customer Satisfaction, Entrepreneurship, Start-ups, Strategic Planning, Contract Negotiation, Coaching, Lacrosse, Market Research, Social Media Marketing, Social Media, Marketing, Public Speaking, PowerPoint, Microsoft Excel, Retail, Microsoft Word, Business Strategy, Team Building, Business Planning, Marketing Strategy, Business Development, New Business Development, Strategy, Access, Investments, Leadership, Investment Management, Finance, Financial Analysis, Analytics
Education
Babson College 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance, Strategic Problem Solving, 3.25 GPA
Wellesley High School 2006 — 2009
State Street October 2014 - Present
State Street January 2014 - October 2014
Lacrosse Unlimited May 2013 - December 2013
First Investors August 2013 - October 2013
TSG Sports Group March 2011 - July 2012
Skills
Microsoft Office, Sales, Negotiation, Social Networking, Customer Service, Customer Satisfaction, Entrepreneurship, Start-ups, Strategic Planning, Contract Negotiation, Coaching, Lacrosse, Market Research, Social Media Marketing, Social Media, Marketing, Public Speaking, PowerPoint, Microsoft Excel, Retail, Microsoft Word, Business Strategy, Team Building, Business Planning, Marketing Strategy, Business Development, New Business Development, Strategy, Access, Investments, Leadership, Investment Management, Finance, Financial Analysis, Analytics
Education
Babson College 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance, Strategic Problem Solving, 3.25 GPA
Wellesley High School 2006 — 2009
Brendan Cox's State Street Experience August 2010 - March 2011
Job Salesforce Operations Analyst at Catchpoint Systems Inc
Industry Internet
Experience
Catchpoint Systems Inc June 2015 - Present
Nuance Communications April 2014 - May 2015
Nuance Communications July 2012 - March 2014
State Street Corporation March 2011 - July 2012
State Street August 2010 - March 2011
RSA The Security Division of EMC May 2009 - August 2009
Skills
Salesforce.com, Financial Analysis, Financial Reporting, Analysis, Accounting, Financial Modeling, Sales, Business Analysis, Quota Setting, Territory Analysis, Salesforce.com..., Salesforce Training, Bloomberg, MS Excel Pivot Tables, office, Ad Hoc Reporting
Education
Babson College 2006 — 2010
Bachelor of Business Management, Finance, General
Phillips Academy 2005 — 2006
High School
Lynnfield High School 2001 — 2005
Catchpoint Systems Inc June 2015 - Present
Nuance Communications April 2014 - May 2015
Nuance Communications July 2012 - March 2014
State Street Corporation March 2011 - July 2012
State Street August 2010 - March 2011
RSA The Security Division of EMC May 2009 - August 2009
Skills
Salesforce.com, Financial Analysis, Financial Reporting, Analysis, Accounting, Financial Modeling, Sales, Business Analysis, Quota Setting, Territory Analysis, Salesforce.com..., Salesforce Training, Bloomberg, MS Excel Pivot Tables, office, Ad Hoc Reporting
Education
Babson College 2006 — 2010
Bachelor of Business Management, Finance, General
Phillips Academy 2005 — 2006
High School
Lynnfield High School 2001 — 2005
Amy Spector's State Street Experience October 1998 - September 2003
Job VP Finance at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors January 2014 - Present
Athena Capital Advisors January 2012 - Present
Lincoln Vale LLC April 2008 - December 2011
State Street Global Advisors September 2003 - April 2008
State Street October 1998 - September 2003
Pratt & Whitney July 1996 - August 1998
Skills
Financial Reporting, Finance, Financial Analysis, Budgets, General Ledger, Hedge Funds, Financial Modeling, Strategic Financial..., Managerial Finance, Accounting, Cash Flow, Alternative Investments, Asset Management, Private Equity, Investments, Financial Planning, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Business
Babson College 1992 — 1996
BS, Finance, Investments & Economics
Athena Capital Advisors January 2014 - Present
Athena Capital Advisors January 2012 - Present
Lincoln Vale LLC April 2008 - December 2011
State Street Global Advisors September 2003 - April 2008
State Street October 1998 - September 2003
Pratt & Whitney July 1996 - August 1998
Skills
Financial Reporting, Finance, Financial Analysis, Budgets, General Ledger, Hedge Funds, Financial Modeling, Strategic Financial..., Managerial Finance, Accounting, Cash Flow, Alternative Investments, Asset Management, Private Equity, Investments, Financial Planning, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Business
Babson College 1992 — 1996
BS, Finance, Investments & Economics
Joel Plotnick CPA's State Street Experience 1991 - 2010
Job Vice President, Internal Audit at Citizens Bank
Industry Financial Services
Experience
Citizens Bank March 2013 - Present
State Street 1991 - 2010
Bank of Boston 1979 - 1990
Greenberg, Rosenblatt, Kull & Bitsoli, P.C 1977 - 1979
Skills
Internal Controls, Auditing, Internal Audit, Risk Management, Financial Accounting, Banking, Change Management, Sarbanes-Oxley Act, Operational Risk..., Financial Reporting, Executive Management, Finance, Financial Services, Governance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1985
Master of Science in Computer Information Systems, Information Technology
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
MBA, Business Administration
University of Massachusetts Dartmouth 1973 — 1976
BS BA with Distinction, Accounting
Citizens Bank March 2013 - Present
State Street 1991 - 2010
Bank of Boston 1979 - 1990
Greenberg, Rosenblatt, Kull & Bitsoli, P.C 1977 - 1979
Skills
Internal Controls, Auditing, Internal Audit, Risk Management, Financial Accounting, Banking, Change Management, Sarbanes-Oxley Act, Operational Risk..., Financial Reporting, Executive Management, Finance, Financial Services, Governance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1985
Master of Science in Computer Information Systems, Information Technology
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
MBA, Business Administration
University of Massachusetts Dartmouth 1973 — 1976
BS BA with Distinction, Accounting
Ash Sawhney's State Street Experience 1997 - 2000
Job Head of Enterprise Solutions, EBIX
Industry Information Technology and Services
Experience
EBIX January 2015 - Present
State Street 1997 - 2000
Sun Life Financial 1990 - 1997
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
EBIX January 2015 - Present
State Street 1997 - 2000
Sun Life Financial 1990 - 1997
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
Aaron Lei's State Street Experience August 2011 - Present
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street August 2011 - Present
HCYS, Inc. May 2009 - August 2011
Citibank July 2006 - April 2009
Honda & Toyota April 2002 - June 2006
Skills
Banking, Credit, Retail Banking, Strategic Planning, Relationship Management, Finance, Financial Modeling, Customer Service, Investments
Education
Babson College
BS, Entrepreneurial Studies & Management
State Street August 2011 - Present
HCYS, Inc. May 2009 - August 2011
Citibank July 2006 - April 2009
Honda & Toyota April 2002 - June 2006
Skills
Banking, Credit, Retail Banking, Strategic Planning, Relationship Management, Finance, Financial Modeling, Customer Service, Investments
Education
Babson College
BS, Entrepreneurial Studies & Management
Dale Noun's State Street Experience 1995 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Boston Premier Wealth, LLC October 2014 - Present
State street 1995 - 2008
Education
Babson College 1991 — 1995
Bachelor, Accounting
Babson College 1991 — 1995
bachleor, accounting
Boston Premier Wealth, LLC October 2014 - Present
State street 1995 - 2008
Education
Babson College 1991 — 1995
Bachelor, Accounting
Babson College 1991 — 1995
bachleor, accounting
Claudio Gil's State Street Experience September 2004 - July 2007
Job Staff Accountant at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission October 2007 - Present
State Street September 2004 - July 2007
Fidelity Investments May 1999 - September 2000
Education
Babson College 2000 — 2003
Master of Business Administration (MBA), General
Salem State University 1992 — 1996
BSBA, Accounting
US Securities and Exchange Commission October 2007 - Present
State Street September 2004 - July 2007
Fidelity Investments May 1999 - September 2000
Education
Babson College 2000 — 2003
Master of Business Administration (MBA), General
Salem State University 1992 — 1996
BSBA, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.