State Street

Industry: Financial services company

Description

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),

State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Employees

Employee
Years
Job
Industry
Gordon Bailey Gordon Bailey Boston, Massachusetts Details
Gordon Bailey's State Street Experience August 2014 - Present
Job Officer at State Street
Industry Financial Services
Experience
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

Jackson Dean Jackson Dean Cohasset, Massachusetts Details
Jackson Dean's State Street Experience September 2014 - Present
Job Functional Specialist at State Street Corporation
Industry Financial Services
Experience
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

Kimberly Durkin Kimberly Durkin Tampa/St. Petersburg, Florida Area Details
Kimberly Durkin's State Street Experience 2007 - 2009
Job Specialist at PricewaterhouseCoopers
Industry Financial Services
Experience
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

Theresa Deu-Ngoc Theresa Deu-Ngoc Toronto, Canada Area Details
Theresa Deu-Ngoc's State Street Experience September 2010 - Present
Job GHR L&D and Engagement Specialist at State Street
Industry Financial Services
Experience
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

Brian Tichenor Brian Tichenor Greater New York City Area Details
Brian Tichenor's State Street Experience July 2007 - July 2010
Job Investment Banking Associate at Moelis & Company
Industry Banking
Experience
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

Denise M. Smallidge, CPCU, ARM Denise M. Smallidge, CPCU, ARM Cleveland/Akron, Ohio Area Details
Denise M. Smallidge, CPCU, ARM's State Street Experience November 2007 - March 2010
Job at FM Global
Industry Insurance
Experience
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

Felipe Boff Felipe Boff Toronto, Canada Area Details
Felipe Boff's State Street Experience July 2013 - Present
Job Oracle Consultant (DBA) at State Street Bank US
Industry Information Technology and Services
Experience
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

Allison Krause Allison Krause Greater Boston Area Details
Allison Krause's State Street Experience August 2013 - December 2013
Job Chief Operating Officer at JustiServ
Industry Law Practice
Experience
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

Doug Wedge Doug Wedge Greater Boston Area Details
Doug Wedge's State Street Experience June 2014 - Present
Job State Street, Integration Specialist FX Connect, AVP
Industry Computer Software
Experience
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

Regina Lee Regina Lee Toronto, Canada Area Details
Regina Lee's State Street Experience October 2013 - Present
Job Pricing Analyst at State Street
Industry Financial Services
Experience
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

Michael R. Joyce, CFA Michael R. Joyce, CFA Boston, Massachusetts Details
Michael R. Joyce, CFA's State Street Experience January 2007 - January 2008
Job Investment Risk Analyst at Pioneer Investments
Industry Investment Management
Experience
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

Calvin Cuan Calvin Cuan Toronto, Canada Area Details
Calvin Cuan's State Street Experience December 2010 - April 2011
Job Real Estate at Orion Realty Corporation Brokerage
Industry Real Estate
Experience
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

Daniel Haskins Daniel Haskins Greater Boston Area Details
Daniel Haskins's State Street Experience June 2008 - September 2010
Job Internal Business Development
Industry Financial Services
Experience
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

Jim Gorman Jim Gorman Los Angeles, California Details
Jim Gorman's State Street Experience December 2011 - July 2012
Job Senior Account Executive at NuORDER Inc.
Industry Information Technology and Services
Experience
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

Angela Roof Angela Roof Boston, Massachusetts Details
Angela Roof's State Street Experience May 2010 - Present
Job International Equity Trade Liaison
Industry Financial Services
Experience
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

Michael Chandrapal Michael Chandrapal Toronto, Canada Area Details
Michael Chandrapal's State Street Experience May 2005 - September 2005
Job Senior Project Control Officer at Manulife Financial
Industry Financial Services
Experience
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

Grace Ding, CPA, MBA Grace Ding, CPA, MBA Greater St. Louis Area Details
Grace Ding, CPA, MBA's State Street Experience June 2009 - August 2009
Job Audit Manager at UHY LLP
Industry Financial Services
Experience
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

Seth Wing Seth Wing Kansas City, Missouri Area Details
Seth Wing's State Street Experience November 2011 - May 2013
Job Investment Specialist at American Century Investments
Industry Financial Services
Experience
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

Erica Jordan Erica Jordan Greater Boston Area Details
Erica Jordan's State Street Experience August 2011 - Present
Job Project Management at State Street
Industry Newspapers
Experience
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

Michael Campion Michael Campion Greater Boston Area Details
Michael Campion's State Street Experience January 2012 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
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

Marcus Smolic Marcus Smolic Greater Boston Area Details
Marcus Smolic's State Street Experience June 2012 - Present
Job Financial Analyst Senior Associate at State Street
Industry Financial Services
Experience
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

Ying Li Ying Li Toronto, Canada Area Details
Ying Li's State Street Experience March 2008 - September 2009
Job CFA, Business Analyst / Independent Consultant at Ontario Teachers' Pension Plan
Industry Banking
Experience
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

Bridget Whalen Bridget Whalen Boston, Massachusetts Details
Bridget Whalen's State Street Experience April 2015 - Present
Job Assistant Vice President, Strategic Change Group at State Street
Industry Financial Services
Experience
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

Scott A. Gillespie Scott A. Gillespie Brookline, Massachusetts Details
Scott A. Gillespie's State Street Experience June 2012 - July 2014
Job Wealth Management, AVP
Industry Financial Services
Experience
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

Alicia Tamboia Alicia Tamboia Greater New York City Area Details
Alicia Tamboia's State Street Experience June 2012 - May 2014
Job Brand Activation Manager at Dichello Distributors & Promotions Assistant at Pamal Broadcasting
Industry Financial Services
Experience
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

Fred Hu Fred Hu Greater Boston Area Details
Fred Hu's State Street Experience 2015 - Present
Job Quantitative Modeling Analyst at State Street
Industry Financial Services
Experience
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

Anthony Guiang Anthony Guiang Toronto, Canada Area Details
Anthony Guiang's State Street Experience January 2010 - January 2012
Job Investment Fund Administration Back Office
Industry Financial Services
Experience
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

Quy Tang Quy Tang Greater Boston Area Details
Quy Tang's State Street Experience September 2015 - Present
Job Mutual Fund Administration
Industry Financial Services
Experience
State Street   September 2015 - Present
State Street   August 2006 - Present

Education
Framingham State College
BS

Derek Granger, CFA Derek Granger, CFA Phoenix, Arizona Details
Derek Granger, CFA's State Street Experience June 1999 - May 2000
Job Investment Consultant, Pension & Trust Investments
Industry Investment Management
Experience
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

Qiang Chen Qiang Chen Greater Boston Area Details
Qiang Chen's State Street Experience January 2013 - April 2014
Job SQL Developer at VA New England Healthcare System
Industry Research
Experience
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

Kimberly Traina Kimberly Traina Watchung, New Jersey Details
Kimberly Traina's State Street Experience August 2008 - December 2008
Job Staffing Consultant
Industry Human Resources
Experience
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

Sandy Co Li Sandy Co Li Toronto, Canada Area Details
Sandy Co Li's State Street Experience 2008 - 2010
Job
Industry Banking
Experience
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

Ashley (Ying) GUAN Ashley (Ying) GUAN Boston, Massachusetts Details
Ashley (Ying) GUAN's State Street Experience July 2015 - Present
Job Principal at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
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

Bryan Quinlan Bryan Quinlan Greater Boston Area Details
Bryan Quinlan's State Street Experience May 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Insurance
Experience
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

Tom Nealon Tom Nealon Greater Boston Area Details
Tom Nealon's State Street Experience May 1996 - April 1999
Job Director of Capital & Finance at Condyne Real Estate
Industry Real Estate
Experience
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

Ivan Golac Ivan Golac Austin, Texas Area Details
Ivan Golac's State Street Experience July 2010 - November 2010
Job Vice President of Acquisitions & Marketing at Royalty Clearinghouse
Industry Oil & Energy
Experience
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

Anne Mauldin Anne Mauldin New York, New York Details
Anne Mauldin's State Street Experience September 2008 - December 2008
Job Enterprise Operations Analyst at Yext
Industry Internet
Experience
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.)

Trinity Y. Zhang Trinity Y. Zhang Toronto, Canada Area Details
Trinity Y. Zhang's State Street Experience January 2012 - April 2012
Job Fundraising Development Coordinator at George Brown College Foundation
Industry Marketing and Advertising
Experience
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

Rahul Kaul Rahul Kaul Toronto, Canada Area Details
Rahul Kaul's State Street Experience January 2009 - April 2009
Job Associate High Value Operations Support at TD Wealth Management
Industry Financial Services
Experience
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.)

Alison Inglis Alison Inglis New York, New York Details
Alison Inglis's State Street Experience November 2012 - November 2013
Job Digital Marketing & Advertising Professional in love with Data & Analytics
Industry Market Research
Experience
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

Amruta Garikaparthi Amruta Garikaparthi Los Angeles, California Details
Amruta Garikaparthi's State Street Experience April 2013 - July 2015
Job J.D. Candidate at Loyola Law School
Industry Legal Services
Experience
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

Camille Inglese Camille Inglese Greater Boston Area Details
Camille Inglese's State Street Experience January 2014 - June 2014
Job Student at Northeastern University
Industry International Affairs
Experience
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

Lorie Davis Lorie Davis Concord, Massachusetts Details
Lorie Davis's State Street Experience 1989 - 1992
Job Board Member
Industry Nonprofit Organization Management
Experience
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

Bo Zhou Bo Zhou Greater New York City Area Details
Bo Zhou's State Street Experience 2005 - 2006
Job General Business Manager of Great China Area (Mainland China, Hong Kong and Taiwan) at Bloomberg LP
Industry Internet
Experience
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

Gabrielle Lynch Gabrielle Lynch Greater Boston Area Details
Gabrielle Lynch's State Street Experience April 2013 - April 2015
Job Second Lieutenant at US Army Reserve
Industry Banking
Experience
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

Courtney Silva, MBA Courtney Silva, MBA Greater Boston Area Details
Courtney Silva, MBA's State Street Experience January 2012 - April 2012
Job Strategy Consultant
Industry Management Consulting
Experience
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

Tim Kenslea Tim Kenslea New York, New York Details
Tim Kenslea's State Street Experience June 2014 - August 2014
Job Student at Georgetown University
Industry Financial Services
Experience
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

Mark Lacoy Mark Lacoy Boston, Massachusetts Details
Mark Lacoy's State Street Experience December 2007 - January 2010
Job
Industry Investment Banking
Experience
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

Katia Guralnika Katia Guralnika Toronto, Canada Area Details
Katia Guralnika's State Street Experience May 2011 - Present
Job Team Leader, Corporate Actions at State Street
Industry Financial Services
Experience
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

Dan Warfield Dan Warfield Medway, Massachusetts Details
Dan Warfield's State Street Experience June 2009 - October 2012
Job Data Intelligence Engineer
Industry Information Services
Experience
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

Taylor Offer Taylor Offer San Francisco Bay Area Details
Taylor Offer's State Street Experience August 2012 - December 2012
Job Outside the Box Thinker
Industry Internet
Experience
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

Jarred Pippy Jarred Pippy Greater Boston Area Details
Jarred Pippy's State Street Experience January 2015 - Present
Job Salesforce.com Certified Administrator at State Street
Industry Financial Services
Experience
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

Jeffrey Ricker Jeffrey Ricker Greater New York City Area Details
Jeffrey Ricker's State Street Experience June 2011 - January 2013
Job CEO, Ricker Lyman Robotic
Industry Computer Software
Experience
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

Steven Juskin Steven Juskin Greater New York City Area Details
Steven Juskin's State Street Experience November 2005 - November 2006
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Danielle Noel, CPA Danielle Noel, CPA Greater Atlanta Area Details
Danielle Noel, CPA's State Street Experience November 2014 - Present
Job AIS, Fund Controller at State Street
Industry Accounting
Experience
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

Tom Fratamico Tom Fratamico Greater Boston Area Details
Tom Fratamico's State Street Experience October 1998 - April 2000
Job Controller at Xemed LLC
Industry Accounting
Experience
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

Aditya Shah, PMP Aditya Shah, PMP Washington D.C. Metro Area Details
Aditya Shah, PMP's State Street Experience November 2007 - January 2008
Job Manager at Accenture Strategy
Industry Information Technology and Services
Experience
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

William Brewin William Brewin New York, New York Details
William Brewin's State Street Experience May 2011 - November 2011
Job Financial Analyst at DBRS
Industry Financial Services
Experience
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

Andrew Fett Andrew Fett Alexandria, Virginia Details
Andrew Fett's State Street Experience August 2001 - December 2002
Job
Industry Financial Services
Experience
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

David Roover David Roover Greater Boston Area Details
David Roover's State Street Experience 1997 - 1999
Job Sales and Business Development Executive Financial Services Technology
Industry Capital Markets
Experience
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

Michael Manti Michael Manti Washington D.C. Metro Area Details
Michael Manti's State Street Experience January 2010 - December 2011
Job Model Application & Research Strategy Director at Freddie Mac
Industry Financial Services
Experience
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

Will Carpenter, PMP Will Carpenter, PMP Greater Boston Area Details
Will Carpenter, PMP's State Street Experience November 1993 - Present
Job Vice President at State Street
Industry Financial Services
Experience
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

Geoff Bates Geoff Bates Greater Boston Area Details
Geoff Bates's State Street Experience January 2005 - Present
Job State Street Assistant Vice President
Industry Security and Investigations
Experience
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

Richard Bourgelas Richard Bourgelas Greater Boston Area Details
Richard Bourgelas's State Street Experience 2003 - 2005
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
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

Ken (JunYih) Lee Ken (JunYih) Lee Greater Boston Area Details
Ken (JunYih) Lee's State Street Experience December 2014 - Present
Job Assistant Vice President at State Street
Industry Information Technology and Services
Experience
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

Ken Fuerherm Ken Fuerherm Salt Lake City, Utah Details
Ken Fuerherm's State Street Experience January 2014 - May 2015
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
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

David Di Rocco David Di Rocco Orange County, California Area Details
David Di Rocco's State Street Experience March 2008 - August 2010
Job Derivatives Portfolio Associate at PIMCO
Industry Investment Management
Experience
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.)

Thomas Clancy Thomas Clancy Greater Boston Area Details
Thomas Clancy's State Street Experience 1999 - 2003
Job Senior Vice President at Fiera Capital Global Asset Management
Industry Investment Management
Experience
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

Lee Moody Lee Moody Greater Los Angeles Area Details
Lee Moody's State Street Experience September 2006 - February 2009
Job Experienced Project Manager and Business Analyst
Industry Financial Services
Experience
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

Stephen Cavey Stephen Cavey Greater Boston Area Details
Stephen Cavey's State Street Experience April 2015 - Present
Job Tax Officer at State Street
Industry Financial Services
Experience
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

Bob Weierman Bob Weierman Greater Boston Area Details
Bob Weierman's State Street Experience December 1999 - September 2004
Job AVP, Client Operations Analyst at Wellington Management Company, LLP
Industry Investment Management
Experience
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

Jerry Brunt Jerry Brunt Greater Boston Area Details
Jerry Brunt's State Street Experience 1997 - 1998
Job Senior Customer Portfolio Representative Customer Portfolio Management at CA Technologies
Industry Computer Software
Experience
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

Leonidas Kelepouris Leonidas Kelepouris Greater Boston Area Details
Leonidas Kelepouris's State Street Experience July 2007 - Present
Job Manager
Industry Accounting
Experience
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

Dave Paldino Dave Paldino Kansas City, Missouri Area Details
Dave Paldino's State Street Experience October 2005 - Present
Job Vice President at State Street
Industry Financial Services
Experience
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

Brian Bramson Brian Bramson Greater Boston Area Details
Brian Bramson's State Street Experience February 1999 - October 2004
Job Director Data Management Strategy and Governance at Santander Holdings USA
Industry Financial Services
Experience
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

Steven Menard Steven Menard Greater Boston Area Details
Steven Menard's State Street Experience June 2007 - April 2012
Job Associate at J.P. Morgan
Industry Investment Management
Experience
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

Angela Lyons Angela Lyons Greater Boston Area Details
Angela Lyons's State Street Experience March 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
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

Lincoln Shepherd Lincoln Shepherd Greater Boston Area Details
Lincoln Shepherd's State Street Experience September 2011 - February 2015
Job Experienced Sales Manager FX Global Markets
Industry Investment Banking
Experience
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

Kevin C O'Neill Kevin C O'Neill Greater New York City Area Details
Kevin C O'Neill's State Street Experience April 2007 - September 2011
Job Founder & Managing Member of Broadscope Fund Administrators
Industry Financial Services
Experience
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

Ria del Rosario-Santos Ria del Rosario-Santos Greater New York City Area Details
Ria del Rosario-Santos's State Street Experience June 2001 - July 2002
Job Loan Products Manager, Citi Commercial Bank at Citi
Industry Financial Services
Experience
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

Joseph Chesnakas Joseph Chesnakas Greater Boston Area Details
Joseph Chesnakas's State Street Experience 2006 - 2007
Job SharePoint Analyst at The MathWorks
Industry Accounting
Experience
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

Paul Fennessy Paul Fennessy Greater Boston Area Details
Paul Fennessy's State Street Experience January 2014 - Present
Job Experienced Fund Accounting Professional
Industry Financial Services
Experience
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

Jill McGarry Jill McGarry Greater Atlanta Area Details
Jill McGarry's State Street Experience June 1993 - June 1997
Job Tour Director
Industry Leisure, Travel & Tourism
Experience
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

Erin Proulx Erin Proulx Greater Boston Area Details
Erin Proulx's State Street Experience May 2011 - March 2014
Job Trainer at Charles River Development
Industry Financial Services
Experience
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

Roger Yepez Roger Yepez Toronto, Canada Area Details
Roger Yepez's State Street Experience 2009 - 2009
Job Senior Manager at Scotiabank
Industry Financial Services
Experience
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

Christopher Molin Christopher Molin Toronto, Canada Area Details
Christopher Molin's State Street Experience January 2012 - January 2013
Job Research Analyst at Boswell Capital Corporation
Industry Financial Services
Experience
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

Galina Miltchman Galina Miltchman Toronto, Canada Area Details
Galina Miltchman's State Street Experience August 2004 - September 2010
Job Registration Services Supervisor at State Street Bank and Trust Company
Industry Financial Services
Experience
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

John Papa John Papa Greater New York City Area Details
John Papa's State Street Experience November 2010 - Present
Job Client Service Associate at State Street
Industry Capital Markets
Experience
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

David Bianco David Bianco Greater Boston Area Details
David Bianco's State Street Experience April 2010 - Present
Job Accounting Team Leader at State Street
Industry Financial Services
Experience
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

Sonya Evans Sonya Evans Kansas City, Missouri Area Details
Sonya Evans's State Street Experience 2008 - 2009
Job Strategic Planning Executive
Industry Financial Services
Experience
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

Steve Tramontozzi Steve Tramontozzi Westborough, Massachusetts Details
Steve Tramontozzi's State Street Experience September 2010 - December 2011
Job Order Management Specialist at NEC Energy Solutions, Inc.
Industry Nanotechnology
Experience
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

Patrick John Brosnan Patrick John Brosnan Greater Boston Area Details
Patrick John Brosnan's State Street Experience August 2014 - Present
Job Client Operations Associate 2
Industry Financial Services
Experience
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

Eric Polanco Eric Polanco San Francisco Bay Area Details
Eric Polanco's State Street Experience March 2012 - June 2013
Job Accounting Associate at Standish Management, LLC
Industry Financial Services
Experience
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

Karan Nargas Karan Nargas Toronto, Canada Area Details
Karan Nargas's State Street Experience October 2005 - April 2006
Job Investor Relations, Client Service, Data Analysis, Risk Assessment, Trade Processing and Settlements
Industry Financial Services
Experience
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

Edward J ODonnell III, CFA, CAIA Edward J ODonnell III, CFA, CAIA Greater Boston Area Details
Edward J ODonnell III, CFA, CAIA's State Street Experience 1996 - 1998
Job Director, Head of Liquid Real Assets Americas GCG at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
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

Henry Brathwaite Henry Brathwaite Raleigh-Durham, North Carolina Area Details
Henry Brathwaite's State Street Experience August 2000 - August 2001
Job Vice President at Goodberry Creamery, Inc.
Industry Restaurants
Experience
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

Jessica Sutyla Jessica Sutyla Greater Seattle Area Details
Jessica Sutyla's State Street Experience December 2009 - August 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
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

Sean Kearney Sean Kearney Greater Boston Area Details
Sean Kearney's State Street Experience July 1999 - May 2005
Job Vice President, Manager, Trust Administration at Wellington Management
Industry Investment Management
Experience
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

Mehir Desai Mehir Desai Greater Boston Area Details
Mehir Desai's State Street Experience March 2010 - September 2011
Job Senior Associate at State Street
Industry Financial Services
Experience
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

Yuliya Kernytska Yuliya Kernytska Toronto, Canada Area Details
Yuliya Kernytska's State Street Experience 2012 - 2012
Job Financial Analyst at E. & J. Gallo Winery
Industry Accounting
Experience
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

Etienne Sylvestre Etienne Sylvestre Malden, Massachusetts Details
Etienne Sylvestre's State Street Experience September 1999 - May 2007
Job Delta Airlines
Industry Transportation/Trucking/Railroad
Experience
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

Sindy S. Ng Sindy S. Ng Toronto, Canada Area Details
Sindy S. Ng's State Street Experience September 2012 - April 2013
Job Recent Accounting Graduate
Industry Accounting
Experience
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

Jennifer Mui Jennifer Mui Shrewsbury, Massachusetts Details
Jennifer Mui's State Street Experience 2005 - 2008
Job Senior Accountant at Aptiv Solutions
Industry Pharmaceuticals
Experience
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

Lynne Gibbons Lynne Gibbons Greater Boston Area Details
Lynne Gibbons's State Street Experience December 2011 - December 2012
Job MBA, Financial Reporting Specialist
Industry Financial Services
Experience
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)

Sherry Stevens Sherry Stevens Taunton, Massachusetts Details
Sherry Stevens's State Street Experience July 2006 - Present
Job Tax analyst at State Street
Industry Financial Services
Experience
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

Zachary Roberson Zachary Roberson Gladwyne, Pennsylvania Details
Zachary Roberson's State Street Experience June 2015 - August 2015
Job Student at Franklin & Marshall College
Industry Financial Services
Experience
State Street   June 2015 - August 2015

Education
Franklin & Marshall College   2013 — 2017

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