State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street August 2014 - Present
Marlowe & Company January 2014 - August 2014
Office of Senator Elizabeth Warren August 2013 - December 2013
Manomet Center for Conservation Sciences May 2013 - August 2013
Rackemann, Sawyer & Brewster May 2011 - August 2012
Skills
Research, Environmental Policy, Editing, Climate Change, Grant Writing, Social Media, Public Policy, Environmental Issues
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service, Cum laude
Noble and Greenough School 2004 — 2010
State Street September 2014 - Present
Sodexo April 2013 - September 2014
Institutional Cash Distributors June 2013 - August 2013
Cohasset Maritime Institute April 2010 - August 2013
Skills
Time Management, Teamwork, Team Leadership, Public Speaking, Computer Proficiency, Social Media, Microsoft Word, Microsoft Office, Event Planning, Research, Leadership, Coaching, Microsoft Excel, Social Media Marketing
Education
Franklin Pierce University 2010 — 2014
Bachelor of Science (BS), Finance, General
PricewaterhouseCoopers December 2013 - Present
kate spade 2012 - 2013
kate spade 2010 - 2012
State Street 2007 - 2009
Brown Brothers Harriman 2005 - 2007
State Street 2004 - 2005
Skills
Merchandising, Visual Merchandising, Fashion, Retail, Store Management, Trend Analysis, Apparel, Loss Prevention, Customer Service, Retail Sales, Inventory Management, Sales, Financial Analysis, Driving Results, Store Operations
Education
Frostburg State University 2009 — 2010
MBA, Business Administration and Management
Northeastern University 1999 — 2004
Bachelor of Science (BS), Business Administration and International Business
State Street September 2010 - Present
State Street May 2009 - September 2010
State Street September 2008 - May 2009
State Street October 2007 - September 2008
State Street May 2006 - October 2007
Skills
Process Improvement, Accounting, Mutual Funds, Financial Reporting, Account Reconciliation, Customer Service, Investments, Public Speaking, Corporate Training, Software Documentation, Microsoft Office, Securities, Microsoft Excel, Project Management, Performance Management, Finance, Management, Equities, Financial Services
Education
George Brown College
Event & Meeting Management
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
FM Global February 2011 - Present
State Street November 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - June 2007
Strategic Risk Solutions May 2001 - May 2003
Atlantic Mutual Companies April 1999 - May 2001
US Air Force April 1991 - April 1995
Skills
Brokers, Property & Casualty..., Insurance, Liability, Risk Management, Claim, Commercial Insurance, Underwriting, Reinsurance
Education
Georgia College and State University 1997 — 2001
BBA, Risk Management and Insurance
State Street July 2013 - Present
Direct Energy October 2009 - June 2013
Bell Canada June 2007 - October 2009
Claro - AmericaMovil Group October 2005 - 2007
Atos Origin 2004 - 2005
Schlumberger 2002 - 2005
En-Sof Informática e Treinamento Ltda August 2001 - April 2002
Skills
PL/SQL, Oracle RAC, Oracle, SQL Tuning, Solaris, Performance Tuning, SQL, Unix, Shell Scripting, RMAN, HP-UX, Unix Shell Scripting, AIX, Databases, Data Migration, ITIL, Database Administration, Microsoft SQL Server, ETL, Oracle GoldenGate, Oracle GoldenGate..., Oracle Enterprise..., Red Hat Linux, Linux, Data Guard, Requirements Analysis, Operating Systems, SQL*Plus, Replication, Tomcat, Oracle Applications, Testing, Visual Basic, Data Modeling, IBM AIX
Education
Ryerson University 2008 — 2008
Continuing Education
Fundação Getúlio Vargas 2006 — 2006
Continuing Education
Universidade Estadual Paulista Júlio de Mesquita Filho 1998 — 2001
Bacharelor
JustiServ May 2014 - Present
U.S. Department of Education February 2014 - November 2014
State Street August 2013 - December 2013
Confluence Preparatory Academy June 2010 - June 2012
Teach For America May 2009 - May 2011
Skills
Curriculum Design, Curriculum Development, Teaching, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Tutoring, Staff Development, Teacher Training, Early Childhood..., Literacy, Educational Technology, Program Development
Education
Northeastern University School of Law 2012 — 2015
Doctor of Law (J.D.)
Georgetown University Law Center 2014 — 2014
Doctor of Law (JD), Visiting Student
University of New Hampshire 2007 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs and Spanish
State Street June 2014 - Present
Charles River Development December 2010 - June 2014
Charles River Development May 2009 - December 2011
Charles River Development March 2008 - May 2009
Goldman Sachs January 2007 - March 2008
Trading Technologies March 2006 - December 2006
Trading Technologies March 2004 - March 2006
Crossland LLC August 2002 - March 2004
Spike Trading October 2000 - January 2002
Worcester Phoenix July 1999 - September 2000
Skills
Trading Systems, Electronic Trading, Unix, Exchange Connectivity, Low Latency, SQL, Equities, Software Project..., Onboarding, Software Engineering, FIX Protocol, Troubleshooting, Operating Systems, Servers, System Administration, Trading, Access, Sybase, Algorithm Design, Systems Analysis, Project Management, Market Data, Windows Server, XML, Databases, Visio, Technical Support, Testing, Java, TCP/IP, Networking, Perl, Microsoft Exchange, VPN, Firewalls, Order Management, Options, Integration, Trading System, Connectivity, Microsoft SQL Server, System Deployment, Technical Analysis, Software Implementation, FX Trading
Education
Full Sail University 1997 — 1998
Associate of Science (A.S.), Digital Communication and Media/Multimedia
Full Sail University 1997 — 1998
Associate's degree, Digital Communication and Media/Multimedia
State Street October 2013 - Present
George Brown College May 2012 - August 2013
George Brown College January 2012 - April 2012
Dentistry on Matheson February 2008 - September 2011
Education
University of Toronto 2007 — 2011
Bachelor of Commerce (B.Com.)
George Brown College 2011 — 2013
Pioneer Investments August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street January 2007 - January 2008
Putnam Investments December 2005 - January 2007
Education
Georgia Institute of Technology 2000 — 2005
Bachelor of Science, Computer Engineering
Holliston High School 1996 — 2000
Orion Realty Corporation Brokerage May 2014 - Present
TheRedPin September 2013 - March 2014
State Street December 2010 - April 2011
BMO Financial Group October 2008 - December 2010
Skills
Fund Administration, Equities, Financial Reporting, Financial Analysis, Mutual Funds, Investments, Asset Management, Valuation, Investment Banking, Cash Management, Banking, Real Estate
Education
George Brown College
Financial Services Management
Earl Haig SS
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
NuORDER Inc. January 2015 - Present
Javlin April 2013 - January 2015
Javlin August 2012 - April 2013
State Street December 2011 - July 2012
Delta Air Lines June 2009 - August 2011
Office of Assessment Georgia Institute of Technology June 2010 - April 2011
College of Management January 2010 - May 2010
Skills
Sales, Management, Business Analysis, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Data Analysis
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance
State Street May 2010 - Present
Citi May 2008 - May 2009
State Street June 2006 - March 2008
Education
Franklin Pierce College 2001 — 2005
Bachelor of Science, Financial Management
Manulife Financial 2014 - Present
Condominium Corporation TSCC 1977 2009 - Present
Manulife Financial August 2013 - September 2014
Manulife Financial January 2012 - August 2013
Brandes Investment Partners February 2010 - December 2011
Toastmasters International February 2009 - December 2011
Brandes Investment Partners March 2007 - February 2010
Brandes Investment Partners March 2006 - March 2007
IA Clarington September 2005 - February 2006
State Street May 2005 - September 2005
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Financial Analysis, Strategic Financial..., Finance, Securities, Microsoft Excel, Strategic Planning, Business Analysis, Wealth Management, Analysis, Valuation, Banking, Budgets, Bloomberg, Customer Service, Leadership, Risk Management, Management, Business Strategy, Strategy, Process Improvement, Financial Services, Financial Planning, CRM, Business Development, Asset Management, Asset Allocation, Accounting
Education
Project Management Institute
PMP, Project Management
Humber College
Project Management
Brandes Investment Partners 2009 — 2009
Sales Mentorship Program
Chartered Financial Analyst Institute 2009 — 2009
CFA Level 1, Finance
University of Toronto 2008 — 2008
Marketing, Negotiation and Effective Communication
Investment Funds Institute of Canada 2006 — 2006
Operations, IFIC
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, CSC
Goodman School of Business at Brock University
Bachelor of Business Administration, Finance
George Brown College
Culinary Arts
George Brown College
Wine Appreciation
UHY LLP November 2010 - Present
Wells Fargo Advisors August 2010 - November 2010
State Street June 2009 - August 2009
Girls On the Run St.Louis March 2009 - May 2009
Skills
Financial Reporting, Financial Modeling, Auditing, Bookkeeping, Quantitative Analytics, Analysis, Accounting, Internal Audit, General Ledger, Finance, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, Sarbanes-Oxley Act, Leadership, Internal Controls
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Accounting
Fudan University 2003 — 2007
Xuejun High School, Hangzhou, China
American Century Investments May 2013 - Present
State Street November 2011 - May 2013
Johnson County March 2010 - November 2011
Tepeyac School February 2009 - December 2009
State Street 2007 - 2009
Skills
Spanish, English, Microsoft Excel, Microsoft Office, Account Reconciliation, Microsoft Word, Budgets, Accounting, Process Improvement, General Ledger, Banking, Financial Analysis, Public Speaking, Series 6, Series 63, Investments, Mutual Funds
Education
University of Missouri-Kansas City 2010 — 2013
MBA, International Business, Management
Geneva College
Bachelor of Science (B.S.), Business Finance, Spanish
State Street August 2011 - Present
HCPro, Inc. September 2010 - June 2011
Monadnock Ledger Transcript January 2010 - May 2010
Pierce Arrow Newspaper September 2008 - May 2010
Franklin Pierce University January 2007 - May 2010
The Exchange Newspaper January 2006 - May 2010
WBZ TV June 2009 - August 2009
City Golf May 2009 - August 2009
Skills
Journalism, Editing, Microsoft Office, PowerPoint, Storytelling, Microsoft Word, Microsoft Excel, Time Management, Feature Articles, Publicity, Organization, FrontPage, Social Networking, WordPress, Blogging, Project Management, Microsoft Project, Microsoft Publisher, Final Cut Pro, Social Media, Facebook
Education
Franklin Pierce University 2006 — 2010
Bachelor of Arts, Mass Communication; Print Journalism
State Street January 2012 - Present
State Street December 2008 - December 2011
State Street September 2007 - December 2008
Skills
Financial Analysis, Mutual Funds, Fund Accounting, Equities, Alternative Investments, Investments, Financial Services, Financial Reporting, Accounting, Finance, Microsoft Excel, Securities, Fixed Income, Bonds, Process Improvement, Access, Fund Of Funds, Bloomberg
Education
Framingham State College 2005 — 2007
BS, Business Administration
Framingham High School 1995 — 1999
State Street June 2012 - Present
State Street March 2011 - May 2012
Brain Science Foundation October 2010 - December 2010
UMass Dartmouth January 2008 - May 2010
State Street June 2008 - August 2008
Old Colony Council, Boy Scouts of America June 2003 - August 2007
Skills
Microsoft Excel, Accounting, Access, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Research, Financial Reporting, Outlook, SPSS, Data Analysis, QuickBooks, Time Management, Financial Modeling, Statistics, PeopleSoft, Bloomberg, Auditing, Economics, Oracle Discoverer, Oracle Applications, Essbase, Khalix
Education
University of Massachusetts Dartmouth 2006 — 2010
BSc, Finance, Accounting
Frankfurt University of Applied Sciences 2009 — 2009
International Business
Ontario Teachers' Pension Plan January 2013 - Present
CIBC World Capital Markets September 2009 - January 2013
State Street March 2008 - September 2009
Algorithmics May 2006 - February 2008
Skills
Financial Risk, Market Risk, Basel II, VAR, Derivatives, Fixed Income, Quantitative Finance, Capital Markets, Bloomberg, Quantitative Analytics, FX Options, Risk Management, Financial Engineering, Equities, Credit Risk, Financial Modeling, Options, Equity Derivatives, Valuation, Monte Carlo Simulation, Interest Rate..., Credit Derivatives, Analytics, Commodity, Calypso, Stress Testing, SQL, Business Analysis, Enterprise Risk..., Banking, Matlab, Risk Analytics
Education
York University - Schulich School of Business 2004 — 2006
Master's degree, Applied Math / Financial Engineering
Fudan University
Bachelor of Science (BS), Physics
State Street April 2015 - Present
State Street July 2014 - March 2015
State Street August 2012 - July 2014
State Street May 2011 - August 2012
HPSB September 2010 - May 2011
Barclays Capital June 2009 - August 2009
LIFT January 2009 - May 2009
State Street June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance, International Business
Universitat Pompeu Fabra 2008 — 2008
Study Abroad Program, Business and Spanish Culture and Language
Ursuline Academy 2000 — 2006
Georgetown University
Peoples United Bank July 2014 - Present
State Street June 2012 - July 2014
TechAmerica May 2011 - July 2011
Wake Forest University September 2010 - May 2011
Maloney Properties June 2008 - August 2010
Skills
Economics, Research, Microsoft Office, Finance, Financial Analysis, Data Analysis, Public Speaking, Social Media, Fixed Income, Quantitative Analytics, International Relations, Political Science, Policy Analysis, Public Policy, MCH, Stata, SPSS, Bloomberg Terminal, Sales, Salesforce.com, Bloomberg, Econometrics, FirstRate, ECM, Trading, Investors View, ThomsonOne, Performance Attribution, Microsoft Excel, Portfolio Management, Accounting Applications
Education
Wake Forest University 2008 — 2012
Bachelor of Arts, Double Major in Economics and Political Science
Georgetown University
Institute for Business and Government Affairs
Needham High School
Dichello Distributors May 2014 - Present
Pamal Broadcasting April 2014 - Present
State Street June 2012 - May 2014
University of Scranton Baseball Manager October 2011 - May 2012
University of Scranton Athletic Offices August 2011 - May 2012
University of Scranton August 2010 - August 2011
Abercrombie & Fitch May 2009 - August 2009
Cousin's Pizza January 2006 - August 2008
Skills
YouTube, Microsoft Excel, Time Management, Microsoft Office, Mac, Windows, Event Planning, Non-profits, Public Speaking, Social Media Blogging, Teamwork, Analysis, Career Development, Facebook, Twitter, Social Networking, Social Media, Bloomberg Terminal, OS X, Community Outreach, DTC, Relationship Management, Fixed Income, Management, Microsoft Word, Customer Service, Fundraising
Education
Full Sail University 2013 — 2014
Master of Science (M.S.), Entertainment Business
University of Scranton 2008 — 2012
Bachelor of Science (BS), Finance, Management, Criminal Justice
State Street 2015 - Present
Argus Information and Advisory Services 2015 - 2015
Argus Information and Advisory Services 2014 - 2015
XHTH Investment Management Co. 2013 - 2013
Skills
Quantitative Finance, VBA, R, Matlab, Statistics, Quantitative Analytics, Data Mining, Risk Management, C++, Financial Modeling, SQL, Tableau, Alteryx, Monte Carlo Simulation, Bloomberg, Numerical Analysis, Artificial Intelligence, Time Series Analysis, Statistical Modeling
Education
Georgia Institute of Technology 2015 — 2017
Master of Science (M.S.), Computer Science
Rutgers, The State University of New Jersey - Rutgers Business School
Master, Quantitative finance
Sun Yat-Sen University
Bachelor of Science (BS), Physics
Chengdu No.7 High School
State Street January 2010 - January 2012
State Street March 2008 - January 2010
State Street September 2005 - March 2008
State Street 2000 - 2005
State Street 1999 - 2000
Skills
Investments, Financial Reporting, Accounting, Account Management, Team Building, Coaching, Documentation, Excel, Hiring, Leadership Development, Learning, Cross-functional Team..., Mentoring, Organizing, Optimisation, Operations, IFRS, US GAAP, Hedge Funds, Private Equity, Limited Partnerships, Mutual Funds, PowerPoint, Performance Management, Performance Improvement, Performance Appraisal, Problem Solving, Customer Satisfaction, Scheduling, Securities, Spreadsheets, Staff Supervision, Team Leadership, Internal Controls, Training, Account Reconciliation, Financial Services, CRM, Fund Accounting, Alternative Investments, Fund Administration, Internal Audit, Bloomberg, Due Diligence, Derivatives, Risk Management, Asset Allocation, Fixed Income, Equities, Banking
Education
George Brown College 2011 — 2012
Certificate, Instructing Adults
University of Windsor 1995 — 1997
Bachelor of Commerce, Business Administration
University of Toronto 1991 — 1995
Bachelor of Arts, Criminology & History
State Street September 2015 - Present
State Street August 2006 - Present
Education
Framingham State College
BS
Pinnacle West Capital Corporation May 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2009 - August 2013
Sun Life Financial April 2008 - November 2009
Sun Life Financial May 2005 - April 2008
Sun Life Financial November 2001 - May 2005
Keyport Life Insurance Co. June 2000 - November 2001
State Street June 1999 - May 2000
Skills
Portfolio Management, Liquidity Risk, Investments, Interest Rate Risk..., Derivatives, Insurance, ALM, Asset Management, Investment Strategies, Risk Management, Analysis, Equities, Financial Analysis, Management, Mutual Funds, Financial Modeling, Investment Management, Fixed Income, Process Improvement
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (B.S.), Double Major: Finance and International Business
State Street January 2013 - April 2014
Monsanto March 2008 - October 2012
UMass Medical School January 2006 - March 2008
Skills
Microsoft SQL Server, T-SQL, BI, SharePoint, MySQL, PHP, HTML, Access Database, Oracle Applications, Crystal Reports, Toad, Protein Chemistry, Protein Expression, DNA sequencing, recombinant DNA..., Molecular Biology, Cell Culture, Assay Development, Enzyme Assays, RNA isolation, Data Analysis, VBA, Microfluidics, ELISA, Mammalian Cell Culture, Protein Purification, Southern Blot, real-time PCR, Molecular Cloning, qPCR, Bacterial Genetics, Glycosylation, cDNA, Laboratory Automation, insect cell culture, Ligand Binding, DNA methylation, Gene Synthesis
Education
University of Vermont 1999 — 2004
PhD, Microbiology and Molecular Genetics
Fudan University 1991 — 1996
Bachelor of Science (B.S.), Microbiology
Verizon Wireless 2015 - Present
Atrium Staffing July 2012 - 2014
The Mergis Group May 2011 - July 2012
State Street August 2008 - December 2008
Johnson & Johnson June 2007 - August 2008
Estee Lauder 2007 - 2007
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Recruiting, Talent Management, Technical Recruiting, Internet Recruiting, Payroll, Staffing Services, Temporary Staffing, Temporary Placement, Permanent Placement, Employee Benefits, Executive Search, Hiring, Benefits Administration, Interviews, Resume Writing, Benefits Negotiation, Contract Recruitment, Screening Resumes, Screening, Taleo, HRIS, Human Resources, Cold Calling
Education
Queensland University of Technology 2009 — 2010
Graduate Certificate in HRM, Human Resources Management Major
Franklin & Marshall College 2002 — 2006
BA, Sociology
University of Melbourne 2005 — 2005
Politics, Economy and Cultures of Australia
Cheshire Academy 1999 — 2002
The Pennington School
RBC Dominion Securities October 2015 - Present
The Daniels Corporation January 2015 - Present
RBC Dominion Securities March 2015 - October 2015
RBC Dominion Securities June 2014 - March 2015
Cirrus Consulting Group October 2013 - May 2014
Qualicare 2012 - 2012
State Street 2008 - 2010
Skills
HRIS, PowerPoint, MS Office Suite, Organizing, Employee Relations, Intranet, New Hire Orientations, General Administrative..., Data Entry, Selection, Interviews, Microsoft Office, Project Planning, Customer Service, Human Resources, Team Building, Recruiting, Employee Training, Management, Outlook, Payroll, Employee Engagement
Education
George Brown College
Associate's degree
State Street July 2015 - Present
Fidelity Investments June 2014 - August 2014
Standard Chartered Bank August 2011 - June 2013
Deutsche Bank June 2010 - July 2011
McKinsey & Company October 2009 - December 2009
Deutsche Bank June 2009 - August 2009
Bain & Company 2009 - 2009
Skills
Investment Management, Financial Markets, Financial Analysis, Financial Modeling, Investment Valuation, Chartered Financial..., Emerging Markets, Corporate Finance, Derivatives, Bloomberg, Capital Markets, Investment Banking, Convertible Bonds, Coaching
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Fudan University 2006 — 2010
Bachelor of Laws (LLB), International Relations
University of California, Berkeley 2008 — 2008
n/a, Political Science
Liberty Mutual Insurance September 2012 - May 2013
Liberty Mutual May 2011 - September 2012
Liberty Mutual July 2009 - May 2011
State Street May 2008 - August 2008
Old Mutual Asset Management May 2007 - August 2007
Skills
Corporate Finance, Finance, Investor Relations, Financial Analysis, Financial Modeling, Valuation, Insurance, Financial Reporting, Risk Management, Investments, Underwriting, Strategic Financial..., Bloomberg, Essbase, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Private Equity, Portfolio Management
Education
Harvard Business School 2013 — 2015
Candidate for Master of Business Administration degree, June 2015, MBA
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance
Condyne Real Estate September 2014 - Present
Plymouth Real Estate Capital January 2013 - March 2014
Chestnut Hill Realty 2011 - January 2013
Charter Capital Boston, MA November 2006 - August 2010
Cobalt Capital Partners April 2005 - April 2006
Sycamore Networks May 2004 - April 2005
Biopure April 2003 - May 2004
Beacon Power Corporation April 2000 - December 2002
State Street May 1996 - April 1999
Education
Frostburg State University 1990 — 1995
MBA, International Business and Finance
Royalty Clearinghouse November 2012 - Present
Royalty Clearinghouse January 2011 - November 2012
State Street July 2010 - November 2010
Independent Consultant - Finance/Investments May 2009 - 2010
Stanford Capital Management March 2007 - March 2009
Fidelity Investments December 1998 - January 2007
Skills
Investments, Portfolio Management, Mergers & Acquisitions, Due Diligence, Strategy, Management, Finance, Financial Analysis, Leadership, Financial Modeling, Acquisitions, Risk Management, Asset Management, Strategic Planning, Valuation, Economics, Equities, Oil & Gas Industry, Business Strategy, Marketing Strategy, Strategic Financial..., Corporate Finance, Business Analysis, Sales, Investment Banking, Commodity Markets, Capital Markets, Financial Services, Asset Managment, Equity Research, Bloomberg, Mergers, Wealth Management, Business Intelligence, Capital Budgeting, Strategic Negotiations, Cash Flow Forecasting, Financial Forecasting, Energy Markets, Business Growth..., Building Strong..., Business Networking, Lead Generation, CRM, Executive Reporting, Direct Marketing, Marketing Communications, Petroleum Economics, Mineral Rights, Purchasing Negotiation
Education
The University of Texas at Arlington
Finance
University of Phoenix
MBA, Finance
George Mason University
Finance-Accounting
Yext September 2014 - Present
Globe Tax Services June 2013 - September 2014
Globe Tax Services October 2011 - June 2013
UBS January 2010 - May 2010
State Street September 2008 - December 2008
Skills
Financial Services, Securities, Equities, Investments, International Tax, Financial Analysis, Analysis, Finance
Education
Furman University 2006 — 2010
Bachelor of Arts (B.A.)
George Brown College Foundation June 2014 - Present
George Brown College August 2012 - May 2014
George Brown College March 2011 - August 2012
State Street January 2012 - April 2012
Guru Studio May 2011 - July 2011
HSBC Bank May 2010 - July 2010
George Brown College & Chongqing Foreign Language School July 2009 - August 2009
Solton Overseas Service Co. Ltd June 2008 - August 2008
Solton Overseas Service Co. Ltd June 2007 - August 2007
Skills
Social Media Marketing, Marketing Communications, Social Media, Market Research, Event Planning, Training, Time Management, Project Management, Marketing, Teamwork, Recruiting, Human Resources, CRM, Sales, Blogging, Customer Service, Interviews
Education
George Brown College 2009 — 2012
Diploma Business Administration, Marketing
Hagley Community College 2007 — 2008
TD Wealth Management April 2012 - Present
International Performance Management Institute (IPMI) November 2011 - February 2012
IQPC August 2009 - October 2010
State Street January 2009 - April 2009
HyperQuality November 2007 - April 2008
Convergys 2004 - 2007
Skills
Customer Service, Training, Call Center, Strategic Planning, Team Management, Time Management, Management, Call Centers, Microsoft Office, Forecasting, Vendor Management, Banking, Business Development, Leadership, CRM, B2B, Relationship Management
Education
George Brown College 2008 — 2009
Marketing Management - Financial Services, Financial Servies
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelors of Information Systems (Hons.)
eMarketer March 2015 - Present
Gucci March 2014 - March 2015
Toastmasters International October 2013 - October 2014
State Street November 2012 - November 2013
Merrill Lynch June 2011 - July 2011
Skills
Microsoft Office, Research, Finance, Sales, Project Management, Microsoft Excel, Leadership, Start-ups, Data Analysis, Databases, Social Media, Nonprofits, Time Management, Mutual Funds, Fashion, PowerPoint, Social Networking, Strategic Planning, Social Media Marketing, Training, Marketing, Luxury Goods, E-commerce, Digital Marketing, Google Apps, Google Analytics, Vlookup, Pivot Tables, Macro, HTML, Blogging, Customer Service, WordPress, Dropbox, Bloomberg, Salesforce.com, Lean Principles, Mac and PC usage, Reuters, Lotus Notes, Six Sigma, Skype, Facebook, Instagram, Pinterest, Pinterest Marketing, Twitter, Public Relations, Apparel, Writing
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance; Minor in Chemistry
General Assembly
Digital Marketing
State Street April 2013 - July 2015
Miles, Bauer, Bergstrom & Winters LLP September 2012 - March 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
RepNation February 2012 - May 2012
Jane Doe Inc. January 2011 - June 2011
Stoneman, Chandler & Miller LLP June 2010 - December 2010
Martin + Osa December 2007 - June 2009
Education
Loyola Law School, Los Angeles 2015 — 2018
Doctor of Law (J.D.)
Northeastern University 2009 — 2012
B.A. Political Science, B.A. Communication Studies
George Mason University 2007 — 2009
Communication Studies & Legal Studies
University High School
University High School
State Street January 2014 - June 2014
International Center for Journalists January 2013 - June 2013
European Union Chamber of Commerce in China June 2012 - June 2012
Skills
Online Research, Microsoft Office, French, Logistics, Microsoft Excel, Editing, Intercultural..., Final Cut Pro, Salesforce.com, Assistant Teaching, Translation, FX trading, Politics
Education
Northeastern University 2010 — 2016
Bachelor of Arts (BA), International Affairs and Economics; Minor in Emerging Markets, Third Year
Fundação Getulio Vargas
Emerging Markets
Sciences Po
Economics
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Bloomberg LP May 2014 - Present
www.TheChineseLink.com September 2010 - Present
Bloomberg LP March 2011 - May 2014
Boson Investments August 2009 - March 2011
BNP Paribas 2007 - August 2009
Deutsche Bank - New York 2006 - 2007
State Street 2005 - 2006
State Street Global Advisors June 2005 - August 2005
Skills
Trading, Derivatives, Management, Data Analysis, Equities, Portfolio Management, Start-ups, Credit, Sales, Valuation, Financial Modeling, Forecasting, Market Making, Entrepreneurship, Fixed Income, Trading Strategies, Strategy, Quantitative Analytics, Structured Products, FX Options, Hedging, Financial Markets, Bonds, Macroeconomics, VAR, Hedge Funds, Swaps, Social Networking, Economics, Securities, Financial Risk, Interest Rate..., Pricing, Monte Carlo Simulation, Credit Derivatives, Venture Capital, Analysis, Investment Strategies, Proprietary Trading, Investments, Finance, Financial Services
Education
Massachusetts Institute of Technology 2001 — 2006
PhD
Fudan University 1997 — 2001
BS
Massachusetts Institute of Technology - Sloan School of Management
Santander Bank, N.A. April 2015 - Present
US Army November 2014 - Present
State Street April 2013 - April 2015
Xyster Consulting Inc. December 2011 - March 2013
Carl Zeiss NTS, LLC June 2011 - December 2011
TD June 2009 - January 2011
Carl Zeiss SMT Inc. May 2008 - August 2008
Skills
Purchasing, Procurement, Oracle, Vendor Management, Vendor Relationship..., SAP, Hiperos, Risk Analytics, Data Conversion, Functional Support, Business Operations, Purchase Orders, Inventory Management, Teller Operations, Army, Process Improvement, Analysis, Business Analysis, Program Management, Strategic Planning
Education
Framingham State University 2008 — 2011
Bachelor’s Degree, Mathematics, 3.2
Bedford High School 2003 — 2007
High School, General Studies, 3.6
Eagle Hill Consulting July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Best Cheer Marble November 2013 - March 2014
McKinley Advisors May 2013 - August 2013
Third Sector New England June 2012 - August 2012
The Children's Room: caring support for grieving children, teens and families April 2012 - August 2012
State Street January 2012 - April 2012
State Street March 2011 - January 2012
State Street November 2009 - November 2011
State of Rhode Island June 2008 - August 2008
Skills
Leadership, Data Analysis, Strategic Planning, Process Improvement, Fundraising, Corporate Actions, Microsoft Office, Nonprofits, Budgets, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Employee Training, Cross-functional Team..., Survey Design, Non-profit Consulting, Capacity Building, Market Research, Quantitative Research, Qualitative Research, Corporate Partnership..., Social Networking, Social Media Marketing, Strategic Communications, Salesforce.com, SAS, Marketing Strategy, Competitive Analysis, Global Custody, Mutual Funds, Regression Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Consulting
Providence College 2005 — 2009
B.A., Business Economics, Finance
Barclays Investment Bank August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
State Street June 2014 - August 2014
Skills
Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling, Fixed Income, Equities
Education
Georgetown University 2013 — 2016
AB, Economics
Newton North High School 2008 — 2012
Diploma
Barclays September 2013 - Present
Barclays October 2012 - September 2013
Deutsche Bank January 2011 - December 2011
Brighton House Associates February 2010 - December 2010
State Street December 2007 - January 2010
Kamehameha Schools March 2006 - May 2007
Skills
Alternative Investments, Derivatives, Middle Office, Hedge Funds, RFP, Equities, Private Equity, Fund Of Funds, Fixed Income, Portfolio Management, Investments, Bloomberg, Valuation, Investment Banking, Mutual Funds, Options, Investor Relations, Real Estate Private..., Due Diligence, Finance, Markitwire, Financial Modeling
Education
Hawaii Pacific University 2005 — 2007
MBA, Finance, 3.54
Franklin Pierce University 2001 — 2005
BS, Finance, 3.53
State Street May 2011 - Present
Ryerson University August 2010 - April 2011
Skills
Microsoft Excel, Financial Analysis, Analytics, Microsoft Office, Financial Modeling, PowerPoint, Communication, Event Planning, Analysis, Management, Time Management, Marketing, Teamwork, Customer Service, Leadership
Education
Ryerson University 2008 — 2014
BComm, Finance, Global Management
OCAD University
Continuing Education, Introduction to Conceptual Photography
The Hong Kong Polytechnic University 2012 — 2013
Student Exchange Program, Finance and Financial Management Services
George Brown College
Continuing Education, Introduction to Digital Photography; Adobe Photoshop I
Institut d'Economie scientifique et de Gestion 2010 — 2010
Student Exchange Program, Finance, Global Management
EMC May 2015 - Present
EMC July 2014 - May 2015
EMC October 2012 - July 2014
State Street June 2009 - October 2012
State Street July 2007 - June 2009
Skills
Business Analysis, Microsoft Excel, Requirements Gathering, Business Requirements, Fund Accounting, Visio, Project Management, Process Improvement, Derivatives, SDLC, Business Process..., Risk Management, Microsoft SQL Server, Analysis, Microsoft Office, Fixed Income, Bloomberg, Data Analysis, SQL, Business Intelligence, User Acceptance Testing, New Client..., Business Process, Crystal Reports, PostgreSQL, Data Architecture, Crystal Xcelsius, Business Objects, Data Migration, Tableau, Webi, Greenplum, Star Schema, T-SQL, Stored Procedures
Education
Framingham State College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
LinkedIn July 2015 - Present
FEAT Socks September 2014 - Present
Shack Shirt March 2013 - December 2014
Tilt.com August 2014 - November 2014
Hitcents.com June 2014 - August 2014
Bloomberg LP August 2013 - December 2013
Market Loco March 2012 - December 2013
Equinox Securities, Inc. June 2013 - August 2013
State Street August 2012 - December 2012
Networking Club January 2012 - December 2012
Skills
Microsoft Office, Spanish, Hard Worker, Social Networking, Coaching, Google Analytics, Problem Solving, Strategic Planning, Networking, Business Intelligence, Social Media, Leadership, Salesforce.com, Advertising, Customer Service, PowerPoint, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Company Valuation, Entrepreneurship, Start-ups, Sales, Finance, Market Research, Time Management, Bloomberg, Research, Data Analysis, Bloomberg Terminal, Strategy, Marketing, Business Development, Analysis, Investments
Education
University of Massachusetts at 2011 — 2015
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
John Cabot University 2014 — 2014
International Business
Fundação Getúlio Vargas 2013 — 2013
IPM: International Program of Management, Banking and Financial Support Services
Beverly Hills High School 2009 — 2011
State Street January 2015 - Present
State Street August 2011 - December 2014
State Street Corporation August 2008 - August 2011
State Street Corporation July 2006 - January 2008
Skills
Salesforce.com..., System Administration, Reporting & Analysis, Data Stewardship, Data Analysis, Database Queries, Data Migration, CRM Integration, CRM, Functional Requirements, System Testing, Functional Testing, Quality Center, Production Support, Salesforce.com, Salesforce Training, Training, Salesforce.com..., Apex Data Loader, Cognos, Research, 3rd Party Integrations, Informatica, SNL, Morningstar, Global Cross-Functional..., Leadership, Communication, Microsoft Office, Access, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Visio, Facebook, Twitter, Instagram
Education
Framingham State College 2004 — 2008
Bachelor of Science, Business Administration
Ricker Lyman Robotic March 2015 - Present
Point 72 September 2013 - March 2015
Amazon January 2013 - August 2013
State Street June 2011 - January 2013
Nomura Securities August 2009 - May 2011
Jeffrey Ricker LLC January 2007 - August 2009
Distributed Instruments April 2004 - December 2006
Usonia Holdings, LLC May 2001 - May 2004
XMLSolutions Corp April 1998 - April 2001
Wallop Software September 1997 - April 1998
Skills
Software Development, SDLC, Eclipse, Java, XML, Agile Methodologies, SOA, Enterprise Architecture, Web Services, OSGi, Architecture, Equities, Agile, Model Driven Development, Sensor Fusion, Big Data, NoSQL
Education
Georgetown University 1997 — 1998
Tulane University 1987 — 1991
BS
Goldman Sachs July 2012 - Present
Lehman Brothers Holdings Inc. September 2008 - June 2012
Lehman Brothers December 2006 - September 2008
State Street November 2005 - November 2006
Skills
Fixed Income, Derivatives, Trading, Risk Management, Data Analysis, ISDA, Portfolio Management, Financial Risk, Financial Services, Documentation, Reconciliation, Project Management, Operations, Risk Mitigation, Operational Risk, Collateral
Education
Franklin & Marshall College 2000 — 2004
BA, Government
Hanover Park High School 1996 — 2000
High School
State Street November 2014 - Present
PwC September 2012 - October 2014
Nichols, Cauley, & Associates, LLC January 2011 - April 2011
Skills
Financial Accounting, Auditing, Microsoft Excel, Time Management, Leadership, Accounting, Assurance, CPA, GAAP, ProSystem fx Tax, Financial Statements, Financial Reporting, Budgets, US GAAP, Microsoft Office
Education
University of Georgia - Terry College of Business 2011 — 2012
MAcc, Accounting
Georgia College and State University 2007 — 2011
BBA, Accounting
Xemed LLC May 2014 - Present
EcoFasten Solar® and Alpine SnowGuards November 2010 - May 2014
Vermont Teddy Bear Company March 2006 - April 2010
Fletcher Allen Health Care October 2004 - March 2006
Fletcher Allen Health Care May 2000 - September 2004
Harborside Healthcare October 1998 - April 2000
State Street October 1998 - April 2000
Skills
Budgets, Customer Service, Strategic Planning, Microsoft Excel, Forecasting, Analytics, Financial Analysis, Analysis, CRM, Management
Education
Saint Michael's College 1993 — 1997
Georgetown University 1996 — 1996
The Fund for American Studies, Bryce Harlow Institute on Business & Government Affairs
Accenture May 2015 - Present
Booz Allen Hamilton September 2007 - May 2015
Army CIO/G-6 June 2012 - April 2015
Army CIO/G-6 December 2010 - June 2012
National Science Foundation March 2008 - December 2010
State Street November 2007 - January 2008
Freddie Mac June 2005 - August 2007
Fiserv Inc 2003 - 2005
Skills
Project Management, SharePoint, Integration, Consulting, Knowledge Management, Enterprise Architecture, Requirements Analysis, Solution Architecture, Business Intelligence, Governance, Enterprise Software, Strategy, Change Management, Cloud Computing
Education
University of Virginia 2009 — 2010
M.S. MIT, Management of IT
George Mason University 2001 — 2005
B.S., Computer Science
EnerNOC January 2015 - May 2015
EF English First February 2012 - January 2013
State Street May 2011 - November 2011
URI Housing Department August 2008 - May 2010
Skills
Finance, Microsoft Excel, Data Analysis, Management, Financial Analysis, Research, Analysis, Public Speaking, PowerPoint, Economics, Leadership, International Economics, Financial Reporting, Microsoft Office, Business Strategy, Market Research, Emerging Markets, Investments, Customer Service, Bloomberg, Organizational Design, Country Risk Analysis, Microsoft Word, Strategic Planning, Project Planning, Accounting, Teamwork
Education
Hult International Business School 2013 — 2014
Master's degree, International Business
Fudan University 2013 — 2013
Study Abroad, Applied Economics and Mandarin
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration; Finance
London School of Economics and Political Science 2010 — 2010
Economics, Study Abroad
Zhejiang University 2009 — 2009
Chinese Language, Study Abroad
Aflac June 2013 - June 2014
Fabrisource July 2011 - May 2012
Relief International June 2010 - September 2010
SEI Investments September 2003 - April 2006
State Street August 2001 - December 2002
Education
University of South Carolina-Columbia 2006 — 2010
MBA, International Business
Fundação Getulio Vargas / FGV 2007 — 2007
MBA, International Business
Penn State University 1997 — 2001
BS, Finance and Economics Minor
The Debt Exchange January 2011 - Present
The Debt Exchange April 2006 - December 2010
First Marblehead Corp 2004 - 2005
Lewtan Technologies 2002 - 2004
Wolters Kluwer Financial Services 1999 - 2002
State Street 1997 - 1999
Fannie Mae 1996 - 1997
Midland Loan Services, a PNC Real Estate business 1992 - 1996
KPMG 1988 - 1991
Skills
Product Management, Business Analysis, Competitive Analysis, Requirements Gathering, Capital Markets, Strategy, Sales, Program Management, Contract Negotiation, Business Development, SaaS, Start-ups, Strategic Partnerships, CRM, Leadership, Portfolio Management, Project Management, Risk Management, Business Strategy, Cross-functional Team..., Valuation, Business Planning, Enterprise Software, Banking, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA
Tufts University 1984 — 1988
BA
Freddie Mac June 2013 - Present
Capital One December 2011 - May 2013
State Street January 2010 - December 2011
State Street October 2008 - January 2010
State Street July 2007 - October 2008
Freddie Mac December 2006 - June 2007
Freddie Mac August 2005 - December 2006
Freddie Mac March 2001 - August 2005
Freddie Mac March 1999 - March 2001
Freddie Mac March 1998 - March 1999
Skills
Statistical Modeling, Stata, SAS, R, Shell Scripting, Technical Writing, Technical Presentations, MATLAB, Basel II, Matlab, Capital Markets, Market Risk, Risk Management, Quantitative Finance, Fixed Income, Financial Risk, Financial Modeling, Credit Risk
Education
George Mason University 2004 — 2006
MS, Statistics
Northwestern University 1988 — 1992
BA, Economics
State Street November 1993 - Present
Skills
Project Management, Fund Accounting, Middle Office, Corporate Actions, Back Office, Fixed Income, Mutual Funds, Bloomberg, Securities, Performance Measurement, Equities, Financial Services, SDLC, Offshoring, Financial Markets, PMO, Financial Risk, Risk Management, Global Custody, Vendor Management
Education
Franklin Pierce College 1986 — 1990
BS Management, Accounting, Business Management
State Street January 2005 - Present
State Street January 2001 - January 2005
Skills
RSA / Archer, Clearwell, Corporate Security, EnCase, FTK, Vericept, Physical Security, Fraud, Investigations, Security, Litigation Support, Corporate Internal..., eDiscovery, Interrogation, Computer Forensics, Microsoft Office, Excel, Word, PowerPoint, Team Building, Planning, Analysis, Interviewing, Investigation, Cross-functional Team..., Forensic Analysis, Employee Relations, Workplace Violence, Customer Service, Windows Administration, Windows System..., Windows Server, Windows XP Pro, Private Investigations, Security Management, Criminal Justice, Surveillance, Microsoft Excel, Interviews, Microsoft Word, Project Planning
Education
Northeastern University 1999 — 2004
Bachelor of Science (B.S.), Criminal Justice, QPA 3.75 (Summa Cum Laude)
Georgetown University - The McDonough School of Business 2011 — 2011
Center for Continuing & Professional Education, ISMA Leadership Program
Fidelity Investments 2008 - Present
Fidelity August 2005 - May 2008
State Street 2003 - 2005
Bicknell Distributors 1989 - 1996
Skills
Equities, Financial Services, Fixed Income, Mutual Funds
Education
Framingham State University 1991 — 1995
State Street December 2014 - Present
State Street January 2013 - December 2014
State Street December 2011 - December 2012
Fresenius Medical Care North America June 2008 - December 2011
First MarbleHead October 2006 - May 2008
Equity Bank August 2005 - September 2006
Kansas World Trade Center June 2004 - June 2005
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Software Quality..., SQL, Requirements Analysis, QTP, Data Warehousing, Testing, Agile Methodologies, Test Automation, Manual Testing, Databases, Test Planning, Oracle, Test Strategy, ETL, System Testing, Regression Testing, Software Project...
Education
Friends University 2004 — 2006
Masters, MIS
Wichita State University 1999 — 2003
Bachelors, MIS
Goldman Sachs July 2015 - Present
State Street January 2014 - May 2015
Goldman Sachs September 2010 - November 2013
International Travel March 2008 - June 2010
Ernst & Young October 2001 - February 2008
Skills
Internal Controls, Financial Reporting, Accounting, Financial Accounting, Financial Risk, Operational Risk, Risk Management, Project Management, Certified Fraud Examiner, CPA, Auditing
Education
Georgetown University 1997 — 2001
BSBA, Accounting
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science, Accounting
PIMCO August 2010 - August 2014
State Street March 2008 - August 2010
Skills
Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Trading, Asset Management, Bloomberg, Operational Efficiency, Fixed Income Analysis, Financial Modeling, Business Development, Equities, Financial Analysis, Investments, Venture Capital, Global Macro, Microsoft Excel, Corporate Development, Due Diligence, Cash Flow Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
Fiera Capital Global Asset Management June 2015 - Present
Mackenzie Investments 2014 - 2015
AGF Management Limited 2009 - 2014
State Street Global Advisors (SSgA) 2003 - 2009
State Street 1999 - 2003
Skills
Asset Managment, Investments, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation, ETFs, Series 7, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Financial Analysis, Wealth Management, Trading, Derivatives, Institutional..., Financial Services, Bonds, Asset Management, Capital Markets, Financial Markets, Securities
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.)
Framingham State University 1997 — 2001
Bachelor's Degree
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
State Street April 2015 - Present
State Street August 2011 - March 2015
John Hancock Financial Services August 2008 - August 2011
John Hancock Financial Services December 2006 - August 2008
State Street August 2005 - December 2006
Skills
Mutual Funds, Tax, Securities, Fund Accounting, Investments, Bloomberg, Financial Services, Equities, Financial Analysis, Fixed Income, Asset Management, Alternative Investments, Financial Reporting, Accounting, Series 7, Valuation, Corporate Actions
Education
Georgetown University 2015 — 2017
Master of Professional Studies (MPS), Technology Management
Harvard University
Masters of Liberal Arts (ALM), Management: Finance and Controls
St. John's College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Wellington Management Company, LLP 2004 - Present
State Street December 1999 - September 2004
Faegre & Benson LLP December 1994 - August 2004
Skills
Mutual Funds, Fixed Income, Equities, Asset Management, Hedge Funds
Education
Georgetown University 1989 — 1993
Georgetown University 1989 — 1993
BA, Economics
CA Technologies July 2014 - Present
CA Technologies October 2007 - Present
Fidelity Investments April 2007 - October 2007
Fidelity Investments May 2000 - April 2007
Northeast Retirement Services 1998 - 2000
State Street 1997 - 1998
KPMG 1995 - 1997
Skills
Team Leadership, Account Management, Portfolio Management, Enterprise Software, Sales Presentations, Salesforce.com, Data Conversion, Contract Negotiation, Project Management, Financial Services, Sales
Education
Franklin Pierce University 1988 — 1992
BS, Accounting
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Putnam Investments 2001 - 2004
Education
Framingham State University 1993 — 1996
Associates, Business administration
State Street October 2005 - Present
State Street January 1999 - October 2005
Skills
Mutual Funds, Fixed Income, Securities
Education
Framingham State University 1985 — 1989
BA, Economics/Business
Santander Holdings USA April 2015 - Present
AIG December 2013 - April 2015
Citi April 2013 - January 2014
Citi 2008 - 2013
Bank of America August 2007 - December 2008
Bank of America April 2006 - August 2008
Manulife Financial October 2004 - March 2006
State Street February 1999 - October 2004
Skills
Data Quality, Process Improvement, Data Governance, Risk Management, Metadata Management, Master Data Management, Requirements Gathering, SDLC, Data Warehousing, Business Intelligence, Governance, Analytics, Data Modeling, Basel II, Enterprise Risk..., Enterprise Architecture
Education
George Mason University
BA, International Studies
J.P. Morgan April 2012 - Present
State Street June 2007 - April 2012
Bank of America October 2006 - April 2007
Skills
FX Options, Fixed Income, Portfolio Management, Hedge Funds, Trading, Financial Risk, Finance, Mutual Funds, Funding, Private Equity, Collateral Management
Education
Franklin Pierce University 2002 — 2006
BS, financial management
Chariho High School 1998 — 2002
State Street March 2015 - Present
State Street August 2012 - March 2015
Synapse August 2011 - July 2012
Synapse August 2010 - September 2011
Time Inc. July 2008 - September 2010
Sports Illustrated April 2006 - July 2008
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Microsoft Excel, PeopleSoft, Strategy
Education
Georgetown University 2000 — 2004
BSFS, International Culture & Politics
Seeking New Position February 2015 - Present
State Street September 2011 - February 2015
BNP Paribas July 2010 - August 2011
Barclays Investment Bank June 1999 - June 2010
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA
Saint Michael's College 1990 — 1994
BS, Biology
Broadscope Fund Administrators September 2011 - Present
State Street April 2007 - September 2011
Palmeri Fund Administrators January 1998 - April 2007
Sequa Capital Corporation March 1990 - April 1993
Sequa Corporation June 1987 - March 1990
Arthur Andersen 1979 - 1987
Skills
Alternative Investments, Private Equity, Venture Capital, Real Estate, Fund Of Funds, Fund Administration, Valuation, Financial Reporting, Accounting, Tax Accounting, Asset Management, Due Diligence, Investments, Equities, Hedge Funds, Mergers & Acquisitions, Fund Accounting, Investment Management, Investor Relations
Education
Georgetown University 1975 — 1979
BS, Accounting
Citi July 2014 - Present
Citi September 2011 - June 2014
Citi August 2009 - August 2011
The Bank of New York June 2008 - August 2008
US Bank September 2006 - December 2006
Wachovia Bank August 2002 - August 2006
State Street June 2001 - July 2002
Skills
Financial Services, Banking, Relationship Management, Credit, Commercial Banking, Loan Products, Project Management, Product Development, Product Management, Management, Analysis, Loans, Finance, Financial Risk, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
Smith College 1997 — 2001
Bachelor of Arts, Economics
The MathWorks May 2013 - Present
The MathWorks May 2007 - April 2013
State Street 2006 - 2007
Skills
SharePoint, Revenue Recognition, PeopleSoft, Accounts Receivable, Financial Reporting, Account Reconciliation, Financial Accounting, Internal Controls, System Testing, Variance Analysis, Financial Analysis, Analysis, Microsoft Excel, Management, Accounting, Project Management, Process Improvement, Business Analysis
Education
Framingham State College
Framingham State College
Framingham State College
Framingham State University
Framingham State University
Isenberg School of Management, UMass Amherst
State Street January 2014 - Present
State Street January 2014 - Present
State Street January 2014 - Present
State Street June 2007 - December 2013
State Street April 2003 - May 2007
State Street June 2001 - April 2003
State Street December 1999 - May 2001
Skills
Mutual Funds, Fund Accounting, Fund Administration, Fixed Income, Bloomberg, Hedge Funds, Securities, Equities, Alternative Investments, Corporate Actions, Financial Services, Investments, Portfolio Management, Derivatives, Asset Managment
Education
Franklin Pierce University 1989 — 1993
B.S., Marketing
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Direct Federal Credit Union September 2015 - Present
Charles River Development March 2014 - September 2015
State Street May 2011 - March 2014
Adirondack Club June 2010 - May 2011
Putnam Investments June 2000 - May 2010
Putnam Investments June 1999 - April 2008
Putnam Investments June 2000 - November 2007
New England Mutual Life Insurance Company December 1986 - June 2000
Skills
Instructional Design, Presentation Skills, Coaching Staff, Microsoft Office, E-Learning, Captivate, Member of Toastmasters, Articulate Engage, Project Management, Process Improvement, Management, Call Centers, Team Building, Training, Leadership, Program Management, Employee Training, Customer Service, Needs Analysis, Performance Management, Training Delivery, Mutual Funds, Financial Services, Coaching, Workshop Facilitation, Organizational..., Talent Management, Leadership Development, Business Analysis, Microsoft Excel, Public Speaking
Education
EconomicsFramingham State College 1983 — 1986
Bachelors, Economics
Framingham State College 1983 — 1986
Bachelors, Economics, Business
Scotiabank September 2014 - Present
Scotiabank January 2013 - September 2014
Scotiabank July 2011 - December 2012
Scotiabank March 2011 - June 2011
Scotiabank May 2010 - February 2011
State Street 2009 - 2009
KPMG 2007 - 2007
Ramos Aguilera & Associates 2006 - 2007
Skills
Banking, Financial Analysis, Investments, Financial Reporting, Mutual Funds, Analytics, Private Banking, Investment Advisory, Wealth Management, Auditing, Analysis, Financial Services, Internal Controls, Portfolio Management, Credit, Forecasting, Finance, IFRS, Corporate Finance, Valuation, Strategic Financial..., Financial Modeling, Management, Credit Risk, Financial Risk, Risk Management, Financial Planning
Education
George Brown College 2008 — 2009
Post Graduate Certificate in Marketing Management - Financial Services, Marketing-Financial Services
Universidad 'Santa María' 2001 — 2006
Bachelor's degree, Accounting
Boswell Capital Corporation January 2013 - Present
State Street January 2012 - January 2013
Fidelity Investments 2005 - 2008
Skills
Networking, Research, Options
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
George Brown College 2008 — 2012
Advanced Diploma (Undergraduate), Finance and Financial Management Services
Canadian Securities Institute 2009 — 2010
State Street Bank and Trust Company April 2013 - Present
State Street August 2004 - September 2010
Skills
Financial Reporting, Fund Accounting, Financial Accounting, General Ledger, Financial Analysis, Financial Services, Bloomberg, Mutual Funds
Education
CGA
George Brown College
State Street November 2010 - Present
New York Community Bancorp, Inc. May 2009 - August 2009
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC June 2007 - August 2007
Skills
Bloomberg, Hedge Funds, Microsoft Excel, Research, Financial Modeling, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Market Analysis, Market Data, Trading, Trade Finance, Client Services, Equities, Equity Research Analysis, Equity Research, Fixed Income Analysis, Portfolio Management, Salesforce.com, TCA, Financial Statements, Microsoft Office, Account Management, Finance, Key Account Management, Sales, Time Management, Capital Markets, Analytics
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance/Management
Georgetown University - The McDonough School of Business
State Street April 2010 - Present
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Fund Accounting, General Ledger
Education
Franklin Pierce College 1992 — 1996
V. Lindsay School May 2010 - May 2011
State Street 2008 - 2009
National American University 2008 - 2008
H&R BLOCK 2004 - 2007
FORTIS BENEFITS (Assurant) 2002 - 2003
UTILICORP (Aquila) 2001 - 2002
PRUDENTIAL INSURANCE COMPANY January 1999 - January 2000
Metropolitan Life Insurance Company January 1996 - January 1999
HARTFORD INSURANCE COMPANY January 1993 - January 1996
Education
Rockhurst University 2005 — 2007
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.74
Friends University 2000 — 2001
Bachelor of Science (BS), Organizational Leadership, 3.0
NEC Energy Solutions, Inc. May 2014 - Present
A123 Systems August 2012 - May 2014
A123 Systems January 2012 - July 2012
State Street September 2010 - December 2011
MetLife July 2009 - February 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Customer Service, Microsoft Office, Oracle Applications, Supply Chain, Management, Sales, Finance, Outlook, Access, Training
Education
Framingham State College 2007 — 2010
Bachelor of Science, Business
UMass Dartmouth 2006 — 2007
Attended 1st year of college 2007, Engineering
State Street August 2014 - Present
State Street August 2010 - August 2014
Wilfrid Aubrey LLC June 2009 - July 2009
Skills
ETFs, Mutual Funds, Fixed Income, Equities, Fund Accounting, Bloomberg, Global Custody, Financial Services, Portfolio Management, Investments, Fund Administration, Securities, Hedge Funds, Asset Managment, PowerPoint, Microsoft Excel, Customer Service
Education
Franklin Pierce University 2006 — 2010
BS, Finance
Standish Management, LLC June 2013 - Present
State Street March 2012 - June 2013
IMP Consulting June 2011 - December 2011
FRANKLIN AND MARSHALL ATHLETICS & RECREATION January 2009 - May 2011
Armstrong World Industries June 2010 - August 2010
CITY HALL June 2009 - July 2009
Education
Franklin & Marshall College 2007 — 2011
BA, Business & Economics
Citco Fund Services September 2013 - Present
CIBC Mellon June 2011 - August 2013
State Street Bank September 2007 - July 2011
State Street Bank April 2006 - September 2007
State Street October 2005 - April 2006
Saxon Mutual Funds (now Mackenzie Invesments) December 2004 - April 2005
Skills
Bloomberg, Access, Microsoft Excel, Finance, Financial Services, Outlook, Securities, Financial Analysis, Mutual Funds, Lotus Notes, Investments, Equities, Risk Management, Banking, Relationship Management, Asset Management, Business Analysis, Leadership
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Marketing Management and Financial services
University of Madras 2000 — 2003
Bachelors, Business Administration
NEPC 2008 - 2011
Wellington Management 2003 - 2008
Wellington Management 1998 - 2003
State Street 1996 - 1998
The Fessenden School 1994 - 1996
Skills
Investor Relations, Marketing, Alternative Investments, Emerging Markets, Consultant Relations, Commodities, Relationship Management, Product Management, Natural Resources, Endowments, Foundations, Pensions, Alternative Assets, Asset Allocation, New Business Development, Series 7, Series 63, CAIA, Private Equity, Product Development, Relationship Marketing, Superior Client Service, Chartered Financial..., Institutional Investors, Presentations, New Business Generation, Thought Leadership, Strategic Consulting, Capital Markets, Solution Development, Solutions Marketing, Institutional..., Investment Management, Investments, Due Diligence, Strategy, Fund Of Funds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Investment Strategies, Management, Financial Services, Securities
Education
Sciences Po 1992 — 1994
MSF
Georgetown University 1988 — 1992
BS
Goodberry Creamery, Inc. December 2011 - Present
Goodberry Creamery, Inc. September 2010 - December 2011
Goodberry Creamery, Inc. August 2001 - September 2010
State Street August 2000 - August 2001
Education
Furman University 1996 — 2000
B.A., History, Asian Studies
North Carolina Central University School of Law
J.D.
Ravenscroft
PEGASUS PIZZA February 2011 - Present
Pegasus Pizza September 2010 - Present
Investors Bank & Trust December 2009 - September 2010
State Street December 2009 - August 2010
State Street July 2007 - December 2009
State Street Corporation July 2007 - December 2009
Franklin Pierce University January 2005 - May 2005
Brooks Pharmacy February 2004 - May 2005
Education
Franklin Pierce University 2001 — 2005
Bachelor of Arts, Business Management
Franklin Pierce University
Bachelor of Arts, Business Management
Wellington Management August 2013 - Present
Wellington Management March 2012 - August 2013
J.P. Morgan January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments May 2005 - April 2006
State Street July 1999 - May 2005
Skills
Fund Administration, Financial Reporting, Bloomberg, Mutual Funds, Accounting, Fixed Income, Financial Services, Fund Accounting, Asset Management, Derivatives, Equities, Hedge Funds, Corporate Actions, Investments, Securities, Alternative Investments, Valuation, Portfolio Management, Capital Markets, Cash Management, Private Equity, Investment Management, Financial Risk, Global Custody, Risk Management
Education
Framingham State University 1995 — 1999
bs, Business Administration
State Street March 2010 - September 2011
State Street Bank April 2008 - March 2010
State Street Bank December 2006 - March 2008
Skills
Financial Analysis, Business Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Market Research, Banking, Research, CRM
Education
Georgetown University 1999 — 2003
BSFS, International Relations and Affairs
BCH 1996 — 1999
E. & J. Gallo Winery July 2013 - Present
H&R Block January 2013 - April 2013
H&R Block January 2012 - April 2012
State Street 2012 - 2012
Kona Joe Coffee Company May 2009 - April 2010
Skills
Accounting, Teamwork, Administration, System Administration, QuickBooks, Time Management, Tax, PowerPoint, Payroll, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Analysis, Financial Accounting, Finance, Data Entry, Customer Service, Bookkeeping, Auditing, Analysis, Accounts Receivable, Accounts Payable, Account Reconciliation, Access
Education
George Brown College 2010 — 2013
Advanced Diploma, Business Administration Accounting
H&R Block's Tax Training School 2011 — 2011
Certificate, Tax Preparation
Crimean State University of Ukraine 2002 — 2007
Bachelor's and Master's Degrees, Landscaping Economy
self July 2011 - Present
Harvard Vanguard Medical Associates March 2009 - September 2009
State Street September 1999 - May 2007
Skills
Microsoft Office, Mac, Pricing, Account Management, Salesforce.com, Forecasting, Sales, Process Improvement, Management, Operations Management, Business Analysis, Customer Satisfaction, Analysis, Contract Negotiation, Financial Analysis, Negotiation, Customer Service, New Business Development
Education
Framingham State College 1992 — 1999
Bachelor of Science, Business Administration
John Wiley and Sons September 2011 - April 2015
Grace Christian School September 2012 - August 2014
George Brown College September 2011 - August 2014
State Street September 2012 - April 2013
Tim Hortons March 2008 - August 2012
State Street January 2012 - April 2012
Grace Christian School June 2009 - April 2012
Consulting Group March 2007 - March 2008
Golden Chopsuey Restaurant October 2005 - March 2007
Dr. Dominick Li Family Physician Office February 2005 - October 2005
Skills
Accounting, Financial Reporting, Solid computer skills, Financial Statements, Customer Service, Cash Handling Experience, Administrative Skills, Account Reconciliation, Leadership, Management, IFRS, Microsoft Excel, Microsoft Word
Education
George Brown College 2013 — 2015
Bachelor of Applied Business, Accounting
Aptiv Solutions May 2011 - August 2012
Aptiv Solutions February 2008 - May 2011
State Street 2005 - 2008
BJ's Wholesale Club 2004 - 2005
BJ's Wholesale Club 2003 - 2004
Skills
Financial Analysis, Financial Reporting, Budgets, Process Improvement, Accounting, Account Reconciliation, Microsoft Excel, Accounts Receivable, Revenue Recognition, Microsoft Office, Outlook, Microsoft Word
Education
Framingham State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration
State Street Bank April 2014 - Present
JPMorgan Chase January 2013 - April 2014
State Street December 2011 - December 2012
State Street June 2008 - December 2011
Skills
Accounting, Account Reconciliation, Global Custody, Cash Management, Financial Statements, Microsoft Excel, General Ledger, Fund Accounting, Financial Reporting, Mutual Funds, Fund Administration, Financial Statement..., SEC filings, Fund Of Funds, Financial Analysis, Financial Modeling, Finance, Bloomberg, Bloomberg Terminal, Alternative Investments, Private Equity
Education
Bentley University 2011 — 2013
Master of Business Administration (MBA), Management
Framingham State College 2004 — 2008
Bachelor of Business Administration (BBA)
State Street July 2006 - Present
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Fund Accounting, Financial Accounting, Tax, Bloomberg, Auditing, Internal Controls, Corporate Actions, Analysis, Mutual Funds, Process Improvement, Securities, Financial Services, Time Management
Education
Framingham State College 1991 — 1995
Bachelor of Science, Business Administration
State Street June 2015 - August 2015
Education
Franklin & Marshall College 2013 — 2017