State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
David (Wei) Liu David (Wei) Liu's State Street Experience January 2014 - March 2014
Job Investment Associate at ZP Capital
Industry Investment Banking
Experience
ZP Capital August 2015 - Present
Architect Partners LLC September 2014 - Present
MIT Sloan Greater China Club October 2013 - July 2014
State Street January 2014 - March 2014
Fidelity Investments October 2013 - November 2013
State Street September 2013 - October 2013
Penn State Speech Association September 2012 - May 2013
Orient Securities Company Limited June 2011 - July 2011
Penn State University August 2010 - January 2011
Kunlun Trust June 2010 - August 2010
Education
ningbo xiaoshi middle school
ningbo xiaoshi middle school
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance (with MFin Achievement Award)
Harvard Business School 2014 — 2014
Cross Registration, MBA level, Finance, General
Penn State University 2009 — 2013
Bachelor of Science (B.S.) in Finance & Mathematics (double major with distinction)
Zhenhai High School 2006 — 2009
ZP Capital August 2015 - Present
Architect Partners LLC September 2014 - Present
MIT Sloan Greater China Club October 2013 - July 2014
State Street January 2014 - March 2014
Fidelity Investments October 2013 - November 2013
State Street September 2013 - October 2013
Penn State Speech Association September 2012 - May 2013
Orient Securities Company Limited June 2011 - July 2011
Penn State University August 2010 - January 2011
Kunlun Trust June 2010 - August 2010
Education
ningbo xiaoshi middle school
ningbo xiaoshi middle school
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance (with MFin Achievement Award)
Harvard Business School 2014 — 2014
Cross Registration, MBA level, Finance, General
Penn State University 2009 — 2013
Bachelor of Science (B.S.) in Finance & Mathematics (double major with distinction)
Zhenhai High School 2006 — 2009
J. Seth Farrow J. Seth Farrow's State Street Experience December 2013 - Present
Job Fund Administration Associate at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
Visitation Catholic Church April 2014 - September 2014
Visitation Catholic Church September 2008 - April 2014
Tyco Integrated Security November 2006 - July 2013
Worlds of Fun/Oceans of Fun May 1999 - August 2010
Jacomo Chorale March 2005 - May 2008
St. Andrew's Episcopal Church August 2005 - June 2007
Octarium August 2005 - June 2007
Mount Ayr Community Schools August 2001 - June 2002
Skills
Public Speaking, Social Media, Microsoft Office, Team Building, Customer Service, Event Planning, Leadership, Choral, Microsoft Excel, Call Centers, Project Management, Leadership Development, Vocal, Organizational..., Time Management, Recruiting, Music, Operations Management, PowerPoint, Training, Employee Training, Team Leadership, Analysis, Security, Customer Satisfaction, Software Documentation, Teaching, Employee Relations, Management
Education
Rockhurst University 2012 — 2016
Master of Business Administration (M.B.A.)
Michigan State University 2003 — 2004
Master of Music (M.M.), Choral Conducting
Graceland University 1996 — 2001
Bachelor of Arts (B.A.), Music, Music Education
State Street December 2013 - Present
Visitation Catholic Church April 2014 - September 2014
Visitation Catholic Church September 2008 - April 2014
Tyco Integrated Security November 2006 - July 2013
Worlds of Fun/Oceans of Fun May 1999 - August 2010
Jacomo Chorale March 2005 - May 2008
St. Andrew's Episcopal Church August 2005 - June 2007
Octarium August 2005 - June 2007
Mount Ayr Community Schools August 2001 - June 2002
Skills
Public Speaking, Social Media, Microsoft Office, Team Building, Customer Service, Event Planning, Leadership, Choral, Microsoft Excel, Call Centers, Project Management, Leadership Development, Vocal, Organizational..., Time Management, Recruiting, Music, Operations Management, PowerPoint, Training, Employee Training, Team Leadership, Analysis, Security, Customer Satisfaction, Software Documentation, Teaching, Employee Relations, Management
Education
Rockhurst University 2012 — 2016
Master of Business Administration (M.B.A.)
Michigan State University 2003 — 2004
Master of Music (M.M.), Choral Conducting
Graceland University 1996 — 2001
Bachelor of Arts (B.A.), Music, Music Education
Victor Banor's State Street Experience February 2015 - Present
Job Officer Corporate Audit at State Street Corporation
Industry Financial Services
Experience
State Street February 2015 - Present
State Street September 2013 - January 2015
Old Mutual Asset Management January 2012 - March 2012
RAINN September 2011 - December 2011
Old Mutual Asset Management June 2011 - August 2011
Ropes & Gray LLP June 2010 - August 2010
Harvard Graduate School of Education July 2009 - August 2009
Harvard Graduate School of Education July 2008 - May 2009
Skills
Research, Public Speaking, Event Planning, Community Outreach, Non-profits, PowerPoint, Social Media, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Qualitative Research, Program Development, Grant Writing, Facebook, Youth Development, Policy Analysis, Stata, Editing, Quantative Analysis, Computer Building
Education
Hamilton College 2009 — 2013
Bachelors Degree, Government
Sophia University 2012 — 2012
Political Science and Government
Malden High School 2005 — 2009
High school diploma
State Street February 2015 - Present
State Street September 2013 - January 2015
Old Mutual Asset Management January 2012 - March 2012
RAINN September 2011 - December 2011
Old Mutual Asset Management June 2011 - August 2011
Ropes & Gray LLP June 2010 - August 2010
Harvard Graduate School of Education July 2009 - August 2009
Harvard Graduate School of Education July 2008 - May 2009
Skills
Research, Public Speaking, Event Planning, Community Outreach, Non-profits, PowerPoint, Social Media, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Qualitative Research, Program Development, Grant Writing, Facebook, Youth Development, Policy Analysis, Stata, Editing, Quantative Analysis, Computer Building
Education
Hamilton College 2009 — 2013
Bachelors Degree, Government
Sophia University 2012 — 2012
Political Science and Government
Malden High School 2005 — 2009
High school diploma
Harsh Parekh, MBA's State Street Experience November 2014 - Present
Job Supervisor Alternative Investment Operations
Industry Investment Management
Experience
State Street November 2014 - Present
Citi June 2012 - November 2014
TD November 2011 - June 2012
SCM DATA April 2011 - August 2011
Green Creations March 2010 - March 2011
Reliance Capital December 2007 - July 2008
HDFC Securities September 2006 - November 2007
Skills
Trading, Advance Excel, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Fixed Income, Financial Reporting, Private Equity, Auditing, Business Analysis, Project Management, VBA, Business Process..., Credit, Securities, Alternative Investments, Finance, Derivatives, Capital Markets, Equities, Hedge Funds, Portfolio Management
Education
Goldey Beacom College 2009 — 2011
Master of Business Administration (MBA), Finance
New York Institute of Technology 2008 — 2009
Pre MBA, Accounting and Finance
The Maharaja Sayajirao University of Baroda 2007 — 2008
Post Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 2004 — 2007
Hon. B.Comm., Accounting and Finance
State Street November 2014 - Present
Citi June 2012 - November 2014
TD November 2011 - June 2012
SCM DATA April 2011 - August 2011
Green Creations March 2010 - March 2011
Reliance Capital December 2007 - July 2008
HDFC Securities September 2006 - November 2007
Skills
Trading, Advance Excel, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Fixed Income, Financial Reporting, Private Equity, Auditing, Business Analysis, Project Management, VBA, Business Process..., Credit, Securities, Alternative Investments, Finance, Derivatives, Capital Markets, Equities, Hedge Funds, Portfolio Management
Education
Goldey Beacom College 2009 — 2011
Master of Business Administration (MBA), Finance
New York Institute of Technology 2008 — 2009
Pre MBA, Accounting and Finance
The Maharaja Sayajirao University of Baroda 2007 — 2008
Post Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 2004 — 2007
Hon. B.Comm., Accounting and Finance
Jonathan Klein's State Street Experience 1997 - 2000
Job AVP Treasury Sales and Correspondent Banking Services at Central 1 Credit Union
Industry Financial Services
Experience
Central 1 Credit Union May 2013 - Present
Central 1 Credit Union April 2012 - April 2013
Travelex December 2009 - April 2012
Bank of Tokyo-Mitsubishi April 2007 - December 2008
ANZ Investment Bank March 2005 - April 2006
Commonwealth Bank Australia, April 2004 - April 2005
Bank One 2003 - 2004
Mellon Bank, 2000 - 2003
State Street 1997 - 2000
National Bank of Canada 1994 - 1997
Skills
Forwards, Hedging, Derivatives, Capital Markets, FX Options, Money Market, Financial Institutions, FX, Interest Rate Risk..., Currency, Risk Management, Banking, FX Hedging, FX trading, Equities, Loans, Strategy, Options, Trading, Treasury, Fixed Income, Portfolio Management, Financial Markets, Relationship Management, Cross-functional Team..., Credit, Foreign Exchange, Project Sponsorship, Treasury Management, Financial Services, Financial Risk, Cash Management, Credit Risk, Economics, Structured Finance, Corporate Finance
Education
Harvard Business School
University of Windsor 1991 — 1993
MBA, Finance
York University 1987 — 1990
BA, Economics
Central 1 Credit Union May 2013 - Present
Central 1 Credit Union April 2012 - April 2013
Travelex December 2009 - April 2012
Bank of Tokyo-Mitsubishi April 2007 - December 2008
ANZ Investment Bank March 2005 - April 2006
Commonwealth Bank Australia, April 2004 - April 2005
Bank One 2003 - 2004
Mellon Bank, 2000 - 2003
State Street 1997 - 2000
National Bank of Canada 1994 - 1997
Skills
Forwards, Hedging, Derivatives, Capital Markets, FX Options, Money Market, Financial Institutions, FX, Interest Rate Risk..., Currency, Risk Management, Banking, FX Hedging, FX trading, Equities, Loans, Strategy, Options, Trading, Treasury, Fixed Income, Portfolio Management, Financial Markets, Relationship Management, Cross-functional Team..., Credit, Foreign Exchange, Project Sponsorship, Treasury Management, Financial Services, Financial Risk, Cash Management, Credit Risk, Economics, Structured Finance, Corporate Finance
Education
Harvard Business School
University of Windsor 1991 — 1993
MBA, Finance
York University 1987 — 1990
BA, Economics
JD Govoni's State Street Experience May 2014 - August 2014
Job Private Banking Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
State Street May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Photoshop, Customer Service, Corporate Actions, Finance, Banking, Data Analysis, Securities
Education
Gettysburg College 2011 — 2015
Thayer Academy 2007 — 2011
High School, College Prep.
BNY Mellon Wealth Management August 2015 - Present
State Street May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Photoshop, Customer Service, Corporate Actions, Finance, Banking, Data Analysis, Securities
Education
Gettysburg College 2011 — 2015
Thayer Academy 2007 — 2011
High School, College Prep.
Jean Ferly Morcy Jean Ferly Morcy's State Street Experience August 2013 - Present
Job Fund Administrator Associate II at State Street
Industry Investment Management
Experience
State Street August 2013 - Present
State Street February 2013 - August 2013
GL Advisor April 2012 - September 2012
JP MORGAN CHASE BANK January 2012 - April 2012
Shoebuy.com September 2011 - January 2012
CLARKSTON COMMUNITY CENTER September 2010 - April 2011
ATLANTA JOURNAL CONSTITUTION, Distribution Center October 2007 - April 2008
Skills
Access, Data Entry, Microsoft Excel, Policy, Microsoft Word, Economics, Accounting, Salesforce.com, French, Customer Service, Data Analysis, PowerPoint, Financial Analysis, General Ledger, Policy Analysis, Invoicing, Internal Controls
Education
Georgia State University
Bachelor of Arts, Economics
Georgia State University
Bachelor of Arts, Political Science; International Affairs
State Street August 2013 - Present
State Street February 2013 - August 2013
GL Advisor April 2012 - September 2012
JP MORGAN CHASE BANK January 2012 - April 2012
Shoebuy.com September 2011 - January 2012
CLARKSTON COMMUNITY CENTER September 2010 - April 2011
ATLANTA JOURNAL CONSTITUTION, Distribution Center October 2007 - April 2008
Skills
Access, Data Entry, Microsoft Excel, Policy, Microsoft Word, Economics, Accounting, Salesforce.com, French, Customer Service, Data Analysis, PowerPoint, Financial Analysis, General Ledger, Policy Analysis, Invoicing, Internal Controls
Education
Georgia State University
Bachelor of Arts, Economics
Georgia State University
Bachelor of Arts, Political Science; International Affairs
Jared Stricklin Jared Stricklin's State Street Experience May 2010 - October 2010
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2010 - Present
State Street May 2010 - October 2010
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (M.S.), Finance
Graceland University 2006 — 2010
Bachelor of Science (B.S.), Economics and Business Administration
UBS October 2010 - Present
State Street May 2010 - October 2010
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (M.S.), Finance
Graceland University 2006 — 2010
Bachelor of Science (B.S.), Economics and Business Administration
Christie McLachlan's State Street Experience July 2012 - December 2012
Job Finance Analyst at The Bridgespan Group
Industry Retail
Experience
The Bridgespan Group June 2015 - Present
The Bridgespan Group September 2013 - Present
State Street July 2012 - December 2012
Staples July 2011 - December 2011
Covidien January 2010 - June 2010
Chadwick School May 2009 - August 2009
Skills
Access, Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Budgets, Essbase, SPSS, Outlook, Khalix, JDE Enterprise One, Tenrox, Blackbaud, Nonprofits
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance, Cum Laude
Goldsmiths, University of London 2010 — 2010
Nardin Academy 2004 — 2008
The Bridgespan Group June 2015 - Present
The Bridgespan Group September 2013 - Present
State Street July 2012 - December 2012
Staples July 2011 - December 2011
Covidien January 2010 - June 2010
Chadwick School May 2009 - August 2009
Skills
Access, Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Budgets, Essbase, SPSS, Outlook, Khalix, JDE Enterprise One, Tenrox, Blackbaud, Nonprofits
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance, Cum Laude
Goldsmiths, University of London 2010 — 2010
Nardin Academy 2004 — 2008
Heather Hargey's State Street Experience June 2007 - September 2008
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2013 - February 2015
Brown Brothers Harriman September 2008 - June 2013
State Street June 2007 - September 2008
Skills
ETFs, Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Problem Solving, Securities, Equities, Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Financial Services, Fund Accounting, Training
Education
University of Vermont 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Grenoble Ecole de Management 2006 — 2006
CIB-Certificate of International Business
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2013 - February 2015
Brown Brothers Harriman September 2008 - June 2013
State Street June 2007 - September 2008
Skills
ETFs, Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Problem Solving, Securities, Equities, Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Financial Services, Fund Accounting, Training
Education
University of Vermont 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Grenoble Ecole de Management 2006 — 2006
CIB-Certificate of International Business
Justin Bagby Justin Bagby's State Street Experience 1999 - 2004
Job Senior Recruiter at Fanning Personnel
Industry Staffing and Recruiting
Experience
Fanning Personnel March 2013 - Present
Action for Boston Community Development 2010 - 2011
Entegee 2006 - 2010
Brown Brothers Harriman 2005 - 2006
State Street 1999 - 2004
Skills
Recruiting, Sales, Financial Services, Talent Acquisition, Leadership, Interviews, Management, CRM, Event Planning, Fundraising, Nonprofits, Account Management, Salesforce.com, Human Resources, Business Development, Applicant Tracking..., Coaching, Research, Youth Development, Outlook, Training, Technical Recruiting, Employee Benefits, Microsoft Office, Marketing, Talent Management, College Recruiting, Social Media, Leadership Development, Customer Service, Community Outreach, Program Management, PowerPoint, Program Development, Volunteer Management, Conflict Resolution, Temporary Placement, Career Counseling, Organizational..., Public Speaking, Onboarding, Staff Development, Career Development, Staffing Services, Team Building, Workshop Facilitation, Social Networking, Resume Writing, Policy, Employee Relations
Education
Hampton University 1993 — 1997
Bachelor's degree, Psychology
Lincoln Sudbury Regional High School
Naperville Central High School
Sharon Junior High
Fanning Personnel March 2013 - Present
Action for Boston Community Development 2010 - 2011
Entegee 2006 - 2010
Brown Brothers Harriman 2005 - 2006
State Street 1999 - 2004
Skills
Recruiting, Sales, Financial Services, Talent Acquisition, Leadership, Interviews, Management, CRM, Event Planning, Fundraising, Nonprofits, Account Management, Salesforce.com, Human Resources, Business Development, Applicant Tracking..., Coaching, Research, Youth Development, Outlook, Training, Technical Recruiting, Employee Benefits, Microsoft Office, Marketing, Talent Management, College Recruiting, Social Media, Leadership Development, Customer Service, Community Outreach, Program Management, PowerPoint, Program Development, Volunteer Management, Conflict Resolution, Temporary Placement, Career Counseling, Organizational..., Public Speaking, Onboarding, Staff Development, Career Development, Staffing Services, Team Building, Workshop Facilitation, Social Networking, Resume Writing, Policy, Employee Relations
Education
Hampton University 1993 — 1997
Bachelor's degree, Psychology
Lincoln Sudbury Regional High School
Naperville Central High School
Sharon Junior High
Molly De Baere's State Street Experience November 2009 - July 2010
Job Senior Technical Recruiter at BridgeView IT
Industry Staffing and Recruiting
Experience
BridgeView IT September 2013 - Present
Gordon College August 2011 - July 2014
Gordon College February 2012 - September 2013
Gordon College August 2010 - February 2012
State Street November 2009 - July 2010
Skills
Event Management, Marketing, Fundraising, Recruiting, Management, Customer Service, Interviews, Budgets, Technical Recruiting, Human Resources, Microsoft Office, Networking, Research, Event Planning, Hiring, Data Analysis, Budgeting, Customer Relations, Writing, Administration, Problem Solving, Communication Skills, Technology, Communication, Interview Preparation, Strategic Sourcing, Resume Writing
Education
Gordon College
BA, Business Administration
BridgeView IT September 2013 - Present
Gordon College August 2011 - July 2014
Gordon College February 2012 - September 2013
Gordon College August 2010 - February 2012
State Street November 2009 - July 2010
Skills
Event Management, Marketing, Fundraising, Recruiting, Management, Customer Service, Interviews, Budgets, Technical Recruiting, Human Resources, Microsoft Office, Networking, Research, Event Planning, Hiring, Data Analysis, Budgeting, Customer Relations, Writing, Administration, Problem Solving, Communication Skills, Technology, Communication, Interview Preparation, Strategic Sourcing, Resume Writing
Education
Gordon College
BA, Business Administration
Jennifer Guiliano's State Street Experience July 2014 - Present
Job Global Markets PDP Senior Associate at State Street
Industry Investment Management
Experience
State Street July 2014 - Present
State Street Global Advisors June 2013 - August 2013
Gettysburg College September 2011 - May 2013
State Street Global Advisors June 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Analysis, Social Networking, SPSS, Event Planning, Research, Public Speaking, SharePoint
Education
Gettysburg College 2010 — 2014
Bachelor of Arts degree, Organization and Management Studies
Simsbury High School 2006 — 2010
Singapore American School 1998 — 2006
State Street July 2014 - Present
State Street Global Advisors June 2013 - August 2013
Gettysburg College September 2011 - May 2013
State Street Global Advisors June 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Analysis, Social Networking, SPSS, Event Planning, Research, Public Speaking, SharePoint
Education
Gettysburg College 2010 — 2014
Bachelor of Arts degree, Organization and Management Studies
Simsbury High School 2006 — 2010
Singapore American School 1998 — 2006
Daniel Utz's State Street Experience January 2012 - April 2015
Job Analyst at GMO
Industry Investment Management
Experience
GMO April 2015 - Present
State Street January 2012 - April 2015
The Diplomat Group June 2011 - September 2011
Education
Gordon College 2007 — 2011
Bachelor, Business Administration
GMO April 2015 - Present
State Street January 2012 - April 2015
The Diplomat Group June 2011 - September 2011
Education
Gordon College 2007 — 2011
Bachelor, Business Administration
Conner McMahon's State Street Experience July 2015 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
Gettysburg College August 2012 - May 2015
State Street June 2014 - August 2014
Chatham Borough Memorial Pool May 2013 - August 2013
Chatham Brothers Landscaping May 2013 - August 2013
Skills
R, Stata, Research, Microsoft Office, Windows, Project Management, Small Business, Advertising, Teamwork, Social Networking, Event Planning, Data Analysis, Financial Analysis
Education
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics
Chatham High School 2007 — 2011
High School, General Studies
State Street July 2015 - Present
Gettysburg College August 2012 - May 2015
State Street June 2014 - August 2014
Chatham Borough Memorial Pool May 2013 - August 2013
Chatham Brothers Landscaping May 2013 - August 2013
Skills
R, Stata, Research, Microsoft Office, Windows, Project Management, Small Business, Advertising, Teamwork, Social Networking, Event Planning, Data Analysis, Financial Analysis
Education
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics
Chatham High School 2007 — 2011
High School, General Studies
Lisa Massena, CFA Lisa Massena, CFA's State Street Experience 2001 - 2015
Job Financial Services Leader | Investment and Analytics Consulting | Defined Contribution Strategy | Fresh Thinking
Industry Financial Services
Experience
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
Jonathan Stacy, CFA's State Street Experience July 2005 - June 2007
Job Investment Officer at Minnesota State Board of Investment
Industry Financial Services
Experience
Slocum June 2013 - December 2014
BlackRock February 2010 - July 2012
PanAgora Asset Management June 2007 - December 2009
State Street July 2005 - June 2007
Education
Gordon College 2001 — 2005
Bachelor of Arts, Finance and Business Administration
Slocum June 2013 - December 2014
BlackRock February 2010 - July 2012
PanAgora Asset Management June 2007 - December 2009
State Street July 2005 - June 2007
Education
Gordon College 2001 — 2005
Bachelor of Arts, Finance and Business Administration
Phillip Barkel Phillip Barkel's State Street Experience November 2013 - Present
Job Client Ops Administrator Associate 2 at State Street
Industry Investment Banking
Experience
State Street November 2013 - Present
State Street October 2012 - November 2013
ARAMARK August 2010 - August 2012
SAF Holland, USA Inc. 2011 - 2012
Fleetwood Group, Inc. May 2009 - August 2011
Skills
Working proficiency in..., Highly capable with..., Trained to balance..., Noteworthy..., Highly adaptable to any..., Experience with SAP, Experience with STATA, Experience with MCH, Experience with Wall...
Education
Grand Valley State University 2008 — 2012
Bachelor of Arts (B.A.), Economics
State Street November 2013 - Present
State Street October 2012 - November 2013
ARAMARK August 2010 - August 2012
SAF Holland, USA Inc. 2011 - 2012
Fleetwood Group, Inc. May 2009 - August 2011
Skills
Working proficiency in..., Highly capable with..., Trained to balance..., Noteworthy..., Highly adaptable to any..., Experience with SAP, Experience with STATA, Experience with MCH, Experience with Wall...
Education
Grand Valley State University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Chris Cagliuso's State Street Experience June 2005 - December 2010
Job Development Officer
Industry Hospital & Health Care
Experience
McLean Hospital July 2015 - Present
NYU Stern School of Business September 2013 - Present
New York University August 2014 - May 2015
New York University June 2012 - August 2014
Batterymarch Financial Management February 2011 - May 2012
State Street June 2005 - December 2010
Skills
Bloomberg, Excel, Process Improvement, Writing, Microsoft Excel, Mutual Funds, Accounting, Economics, Fund Accounting, Portfolio Management, Finance, Leadership, Banking, Financial Services, Strategy, Financial Modeling, Management, Equities
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Hamilton College 2001 — 2005
Bachelor of Arts degree, Economics
Phillips Exeter Academy 2000 — 2001
Methuen High School
McLean Hospital July 2015 - Present
NYU Stern School of Business September 2013 - Present
New York University August 2014 - May 2015
New York University June 2012 - August 2014
Batterymarch Financial Management February 2011 - May 2012
State Street June 2005 - December 2010
Skills
Bloomberg, Excel, Process Improvement, Writing, Microsoft Excel, Mutual Funds, Accounting, Economics, Fund Accounting, Portfolio Management, Finance, Leadership, Banking, Financial Services, Strategy, Financial Modeling, Management, Equities
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Hamilton College 2001 — 2005
Bachelor of Arts degree, Economics
Phillips Exeter Academy 2000 — 2001
Methuen High School
Alex Salcedo Alex Salcedo's State Street Experience January 2015 - Present
Job Finance, Strategy, and Operations Executive
Industry Financial Services
Experience
State Street January 2015 - Present
Rutgers Business School May 2014 - Present
Meadowland Capital Management, Inc. February 2010 - December 2014
Resources Global Professionals June 2004 - February 2010
National Society of Hispanic MBAs (NSHMBA) 2003 - 2005
Meadowland Capital Management, Inc. June 2002 - June 2004
GE Capital Corp June 2001 - June 2002
Conseco Private Capital Group, Inc. February 2000 - January 2001
Accenture February 1998 - March 2000
Robert Half Management Resources 1994 - 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Development, Acquisition Integration, Strategic Planning, Equities, Corporate Finance, Private Equity, Financial Analysis, Mergers, Divestitures, Investments, Investment Banking, Business Planning, Financial Reporting, Business Strategy, Financial Planning, Business Valuation, Management Consulting, Strategy Development, Forecasting, Joint Ventures, Competitive Analysis, Start-ups, Hedge Funds, Structuring, Cash Flow, Mergers & Acquisitions, Finance, Portfolio Management, Risk Management, Asset Management, Entrepreneurship, Financial Services, Executive Management, Management, Analysis, Cash Management, Outsourcing, Strategy, Capital Markets, Thought Leadership, Leadership Development, Leadership, Structured Finance, SaaS, Strategic Financial..., Financial Structuring, Venture Capital
Education
SUNY Levin Institute 2013 — 2014
Fellow, Integration of mobile technology in healthcare and microwork services
New York University 2004 — 2006
Certificate in Investment Banking, Investment Banking
Harvard Law School 2006 — 2007
Program on Negotiation
Harvard Business School 2005 — 2006
Executive Management Program
Rutgers, The State University of New Jersey-Newark 1994 — 1997
MBA, Finance and Accounting
Rutgers, The State University of New Jersey-New Brunswick
B.S., Civil Engineering
State Street January 2015 - Present
Rutgers Business School May 2014 - Present
Meadowland Capital Management, Inc. February 2010 - December 2014
Resources Global Professionals June 2004 - February 2010
National Society of Hispanic MBAs (NSHMBA) 2003 - 2005
Meadowland Capital Management, Inc. June 2002 - June 2004
GE Capital Corp June 2001 - June 2002
Conseco Private Capital Group, Inc. February 2000 - January 2001
Accenture February 1998 - March 2000
Robert Half Management Resources 1994 - 1998
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Development, Acquisition Integration, Strategic Planning, Equities, Corporate Finance, Private Equity, Financial Analysis, Mergers, Divestitures, Investments, Investment Banking, Business Planning, Financial Reporting, Business Strategy, Financial Planning, Business Valuation, Management Consulting, Strategy Development, Forecasting, Joint Ventures, Competitive Analysis, Start-ups, Hedge Funds, Structuring, Cash Flow, Mergers & Acquisitions, Finance, Portfolio Management, Risk Management, Asset Management, Entrepreneurship, Financial Services, Executive Management, Management, Analysis, Cash Management, Outsourcing, Strategy, Capital Markets, Thought Leadership, Leadership Development, Leadership, Structured Finance, SaaS, Strategic Financial..., Financial Structuring, Venture Capital
Education
SUNY Levin Institute 2013 — 2014
Fellow, Integration of mobile technology in healthcare and microwork services
New York University 2004 — 2006
Certificate in Investment Banking, Investment Banking
Harvard Law School 2006 — 2007
Program on Negotiation
Harvard Business School 2005 — 2006
Executive Management Program
Rutgers, The State University of New Jersey-Newark 1994 — 1997
MBA, Finance and Accounting
Rutgers, The State University of New Jersey-New Brunswick
B.S., Civil Engineering
Jennifer Preston's State Street Experience 1996 - 1999
Job Vice President at Hasbro
Industry Financial Services
Experience
Hasbro April 2013 - Present
Hasbro May 2011 - April 2013
State Street Corporation March 2008 - May 2011
Turbine June 2007 - March 2008
Turbine November 2006 - June 2007
State Street Corporation October 2004 - October 2006
State Street Corporation January 2002 - October 2004
State Street Corporation January 1999 - January 2002
State Street 1996 - 1999
State Street 1994 - 1996
Skills
Outsourcing, Product Management, Product Development, Team Leadership, Cross-functional Team..., Program Management, Risk Management, Project Management, Team Management, Strategy, Leadership, Change Management, Quality Assurance, New Business Development, Strategic Planning, Management, Vendor Management, Management Consulting, E-commerce, Financial Services, Negotiation, PMO, Business Analysis, Digital Marketing, Six Sigma, Budgets, Process Improvement
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business Administration
Norwood High 1981 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Hampshire College
Hasbro April 2013 - Present
Hasbro May 2011 - April 2013
State Street Corporation March 2008 - May 2011
Turbine June 2007 - March 2008
Turbine November 2006 - June 2007
State Street Corporation October 2004 - October 2006
State Street Corporation January 2002 - October 2004
State Street Corporation January 1999 - January 2002
State Street 1996 - 1999
State Street 1994 - 1996
Skills
Outsourcing, Product Management, Product Development, Team Leadership, Cross-functional Team..., Program Management, Risk Management, Project Management, Team Management, Strategy, Leadership, Change Management, Quality Assurance, New Business Development, Strategic Planning, Management, Vendor Management, Management Consulting, E-commerce, Financial Services, Negotiation, PMO, Business Analysis, Digital Marketing, Six Sigma, Budgets, Process Improvement
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business Administration
Norwood High 1981 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Hampshire College
Patrick Jewett Patrick Jewett's State Street Experience February 2015 - Present
Job Client Intergration Collateral Management Officer
Industry Financial Services
Experience
State Street February 2015 - Present
State Street Bank May 2014 - February 2015
State Street Bank September 2013 - May 2014
State Street Bank September 2012 - September 2013
State Street July 2011 - September 2012
Skills
Strong written & verbal..., Problem Solving, Social Networking..., Windows 7, Mac OS X, Microsoft Office, Internet Research, Market Research, Custody, Adobe Creative Suite, Social Networking, Marketing, Securities, Investments, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Bloomberg Terminal, Teamwork, Risk Management, Facebook, Process Improvement, Asset Management, Derivatives, Public Relations, Time Management, Financial Analysis, Research, Customer Service, Data Entry, Financial Reporting, Relationship Management, Wealth Management, Client Services, Building Relationships, CRM, Management
Education
Bridgewater State University 2006 — 2011
Bachelor of Arts (B.A.), Communication, Management, Public Relations
Griffith College Dublin 2010 — 2010
Study Abroad, Communication and Media Studies
Mansfield high school 2002 — 2006
State Street February 2015 - Present
State Street Bank May 2014 - February 2015
State Street Bank September 2013 - May 2014
State Street Bank September 2012 - September 2013
State Street July 2011 - September 2012
Skills
Strong written & verbal..., Problem Solving, Social Networking..., Windows 7, Mac OS X, Microsoft Office, Internet Research, Market Research, Custody, Adobe Creative Suite, Social Networking, Marketing, Securities, Investments, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Bloomberg Terminal, Teamwork, Risk Management, Facebook, Process Improvement, Asset Management, Derivatives, Public Relations, Time Management, Financial Analysis, Research, Customer Service, Data Entry, Financial Reporting, Relationship Management, Wealth Management, Client Services, Building Relationships, CRM, Management
Education
Bridgewater State University 2006 — 2011
Bachelor of Arts (B.A.), Communication, Management, Public Relations
Griffith College Dublin 2010 — 2010
Study Abroad, Communication and Media Studies
Mansfield high school 2002 — 2006
Patrick French Patrick French's State Street Experience August 2015 - Present
Job
Industry Investment Management
Experience
State Street August 2015 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
New York University
State Street August 2015 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
New York University
Bhagesh Malde Bhagesh Malde's State Street Experience 2010 - Present
Job
Industry Financial Services
Experience
State Street 2010 - Present
Education
Harvard Business School 2009 — 2009
University of London 1984 — 1987
BA
State Street 2010 - Present
Education
Harvard Business School 2009 — 2009
University of London 1984 — 1987
BA
Gregory Gaeta Gregory Gaeta's State Street Experience July 1999 - December 2010
Job Customer Service Representative at TD Bank
Industry Financial Services
Experience
TD Bank 2012 - Present
Zintro Inc. January 2011 - 2012
State Street July 1999 - December 2010
State Street 1995 - 1999
Skills
Client Relationship..., Emerging Markets, Global Trade Settlement..., Investment Operations, Relationship Management, Foreign Exchange, Risk Management, Pricing, Mutual Funds, Fixed Income, Equities, Securities, Asset Managment, Financial Services, Portfolio Management, Process Improvement, Settlement
Education
Hartwick College
BA, Marketing
TD Bank 2012 - Present
Zintro Inc. January 2011 - 2012
State Street July 1999 - December 2010
State Street 1995 - 1999
Skills
Client Relationship..., Emerging Markets, Global Trade Settlement..., Investment Operations, Relationship Management, Foreign Exchange, Risk Management, Pricing, Mutual Funds, Fixed Income, Equities, Securities, Asset Managment, Financial Services, Portfolio Management, Process Improvement, Settlement
Education
Hartwick College
BA, Marketing
Robert Graham's State Street Experience May 1994 - January 2000
Job Senior Vice President Financial Services at Virtusa
Industry Information Technology and Services
Experience
Virtusa August 2004 - Present
netNumina January 2000 - June 2004
State Street May 1994 - January 2000
State Street Bank 1994 - 2000
Fleet Bank June 1987 - April 1994
Skills
Account Management, Banking, Financial Services, Team Management, Program Management, Strategy, Go-to-market Strategy, Partner Management, Agile Methodologies, Management, SDLC, Sales, IT Strategy, Business Analysis, Vendor Management
Education
Hamilton College 1983 — 1987
BA, Political Science
Hamilton College 1983 — 1987
Bachelor of Arts, Political Science
Cardinal Spellman
Virtusa August 2004 - Present
netNumina January 2000 - June 2004
State Street May 1994 - January 2000
State Street Bank 1994 - 2000
Fleet Bank June 1987 - April 1994
Skills
Account Management, Banking, Financial Services, Team Management, Program Management, Strategy, Go-to-market Strategy, Partner Management, Agile Methodologies, Management, SDLC, Sales, IT Strategy, Business Analysis, Vendor Management
Education
Hamilton College 1983 — 1987
BA, Political Science
Hamilton College 1983 — 1987
Bachelor of Arts, Political Science
Cardinal Spellman
Nicole Ledoux Nicole Ledoux's State Street Experience January 2010 - February 2012
Job
Industry Food & Beverages
Experience
88 acres foods 2012 - Present
State Street January 2010 - February 2012
Constellation Energy Commodities Group 2008 - 2009
New Sector Alliance/ICIC June 2007 - August 2007
Putnam Investments August 2003 - July 2006
Putnam Investments August 2001 - August 2003
Skills
Entrepreneurship, Natural Foods, Start-ups, Business Development, Product Development, Strategy, Startup operations, Financing/Fundraising, Strategic Planning, Leadership, Analysis, Financial Modeling, Management, Analytics, Finance, Marketing Strategy
Education
Harvard Business School 2006 — 2008
MBA
University of Massachusetts, Amherst 1997 — 2001
BS
88 acres foods 2012 - Present
State Street January 2010 - February 2012
Constellation Energy Commodities Group 2008 - 2009
New Sector Alliance/ICIC June 2007 - August 2007
Putnam Investments August 2003 - July 2006
Putnam Investments August 2001 - August 2003
Skills
Entrepreneurship, Natural Foods, Start-ups, Business Development, Product Development, Strategy, Startup operations, Financing/Fundraising, Strategic Planning, Leadership, Analysis, Financial Modeling, Management, Analytics, Finance, Marketing Strategy
Education
Harvard Business School 2006 — 2008
MBA
University of Massachusetts, Amherst 1997 — 2001
BS
Daniel Kleberg Daniel Kleberg's State Street Experience January 2007 - August 2007
Job Senior Consultant at Deloitte
Industry Military
Experience
Deloitte August 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
United States Marine Corps September 2007 - August 2013
State Street January 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Gordon College 2002 — 2006
Bachelor of Arts, Economics
Deloitte August 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
United States Marine Corps September 2007 - August 2013
State Street January 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Gordon College 2002 — 2006
Bachelor of Arts, Economics
Christine Chambers's State Street Experience August 2005 - November 2009
Job
Industry Financial Services
Experience
SunGard Financial Systems November 2009 - Present
State Street August 2005 - November 2009
Fleet Bank August 2001 - July 2005
Skills
Microsoft Office..., Microsoft Project, Microsoft FrontPage, Microsoft Access..., SQL Programming, UNIX experience, Visio Process and..., SunGard Global Plus..., Focus Database Reporting, Hyperion Essbase..., Yardi Property..., Financial Services, Analysis, Data Analysis, SQL, Business Analysis, Process Improvement
Education
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Adminstration, Finance
SunGard Financial Systems November 2009 - Present
State Street August 2005 - November 2009
Fleet Bank August 2001 - July 2005
Skills
Microsoft Office..., Microsoft Project, Microsoft FrontPage, Microsoft Access..., SQL Programming, UNIX experience, Visio Process and..., SunGard Global Plus..., Focus Database Reporting, Hyperion Essbase..., Yardi Property..., Financial Services, Analysis, Data Analysis, SQL, Business Analysis, Process Improvement
Education
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Adminstration, Finance
Dandan Wu Dandan Wu's State Street Experience July 2015 - Present
Job Senior IT Auditor at State Street
Industry Information Technology and Services
Experience
State Street July 2015 - Present
KPMG US October 2014 - July 2015
KPMG US July 2012 - September 2014
KPMG June 2011 - August 2011
Skills
Data Analytics, IT Audit, Process Control, Information Security, SAP ERP, Microsoft Excel, SQL, Microsoft Word, Unix, Linux, PeopleSoft, Oracle Database, Database Security, Java
Education
Bentley University 2010 — 2011
Master's degree, Information Technology, 3.8
Guangdong University of Foreign Studies 2004 — 2008
International Business, Management, Finance, Economics, Accounting, Marketing, Import and Export, English Transalation
State Street July 2015 - Present
KPMG US October 2014 - July 2015
KPMG US July 2012 - September 2014
KPMG June 2011 - August 2011
Skills
Data Analytics, IT Audit, Process Control, Information Security, SAP ERP, Microsoft Excel, SQL, Microsoft Word, Unix, Linux, PeopleSoft, Oracle Database, Database Security, Java
Education
Bentley University 2010 — 2011
Master's degree, Information Technology, 3.8
Guangdong University of Foreign Studies 2004 — 2008
International Business, Management, Finance, Economics, Accounting, Marketing, Import and Export, English Transalation
Michael J Formas Michael J Formas's State Street Experience 2006 - 2007
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services 2015 - Present
SS&C GlobeOp 2011 - 2015
JPMorgan Chase 2007 - 2011
State Street 2006 - 2007
BISYS HEDGE FUND SERVICES 2005 - 2006
The Turbon Group 2002 - 2004
Education
Gustavus Adolphus College 1999 — 2002
Bachelor of Arts
Lake Forest College 1998 — 1999
Burgundy School of Business
Stone Coast Fund Services 2015 - Present
SS&C GlobeOp 2011 - 2015
JPMorgan Chase 2007 - 2011
State Street 2006 - 2007
BISYS HEDGE FUND SERVICES 2005 - 2006
The Turbon Group 2002 - 2004
Education
Gustavus Adolphus College 1999 — 2002
Bachelor of Arts
Lake Forest College 1998 — 1999
Burgundy School of Business
Jason Schroder, PMP Jason Schroder, PMP's State Street Experience May 2014 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street March 2010 - May 2014
State Street October 2008 - March 2010
Pioneer Investments August 2003 - August 2006
Pioneer Investments January 2002 - August 2003
Pioneer Investments January 2001 - January 2002
1RoofRealty.com July 2000 - November 2000
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance and Investment Managment
Hamilton College 1996 — 2000
B.A., Mathematics
State Street May 2014 - Present
State Street March 2010 - May 2014
State Street October 2008 - March 2010
Pioneer Investments August 2003 - August 2006
Pioneer Investments January 2002 - August 2003
Pioneer Investments January 2001 - January 2002
1RoofRealty.com July 2000 - November 2000
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Finance and Investment Managment
Hamilton College 1996 — 2000
B.A., Mathematics
Stephen DeSalvo Stephen DeSalvo's State Street Experience July 2007 - February 2009
Job Accredited Business Counselor at SCORE NE Massachusetts
Industry Nonprofit Organization Management
Experience
Family Services of the Merrimack Valley June 2010 - Present
SCORE NE Massachusetts April 2010 - Present
Community Work Services 2010 - Present
Junior Achievement of Northern New England June 2012 - Present
Plum Island Foundation January 2009 - Present
Junior Achievement of Eastern MA January 2007 - June 2012
State Street July 2007 - February 2009
Investors Bank & Trust August 2005 - July 2007
Bank of America October 2003 - July 2005
Fleet Bank January 1999 - September 2003
Skills
Financial Services, Change Management, Leadership, Risk Management, Fundraising, Non-profits, Strategy, Management, Banking, Employee Engagement, Strategic Planning, Investments, Nonprofits, Small Business, Finance, CRM, Business Strategy
Education
Hamilton College 1977 — 1981
BA
Portledge School
Family Services of the Merrimack Valley June 2010 - Present
SCORE NE Massachusetts April 2010 - Present
Community Work Services 2010 - Present
Junior Achievement of Northern New England June 2012 - Present
Plum Island Foundation January 2009 - Present
Junior Achievement of Eastern MA January 2007 - June 2012
State Street July 2007 - February 2009
Investors Bank & Trust August 2005 - July 2007
Bank of America October 2003 - July 2005
Fleet Bank January 1999 - September 2003
Skills
Financial Services, Change Management, Leadership, Risk Management, Fundraising, Non-profits, Strategy, Management, Banking, Employee Engagement, Strategic Planning, Investments, Nonprofits, Small Business, Finance, CRM, Business Strategy
Education
Hamilton College 1977 — 1981
BA
Portledge School
Eric Coners's State Street Experience June 2015 - Present
Job Recruiting Intern at Lightwave Partners
Industry Staffing and Recruiting
Experience
State Street June 2015 - Present
Lightwave Partners January 2015 - May 2015
Beacon Benefits, Inc. April 2014 - August 2014
Chester's September 2012 - April 2014
Bruce H. Coners Building Contractor inc. April 2013 - August 2013
Office of Community Engagement September 2012 - April 2013
Skills
Data Entry, Microsoft Word, Outlook, Research, Microsoft Excel, Customer Service, PowerPoint, English, Public Speaking, Barista Training, Ultimate Frisbee, microso, Community Outreach, Community Service, Facebook, Nonprofits, Leadership, Critical Thinking, Social Networking, Social Media, leaders, Team Leadership, Marketing
Education
Gordon College 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Gordon College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
State Street June 2015 - Present
Lightwave Partners January 2015 - May 2015
Beacon Benefits, Inc. April 2014 - August 2014
Chester's September 2012 - April 2014
Bruce H. Coners Building Contractor inc. April 2013 - August 2013
Office of Community Engagement September 2012 - April 2013
Skills
Data Entry, Microsoft Word, Outlook, Research, Microsoft Excel, Customer Service, PowerPoint, English, Public Speaking, Barista Training, Ultimate Frisbee, microso, Community Outreach, Community Service, Facebook, Nonprofits, Leadership, Critical Thinking, Social Networking, Social Media, leaders, Team Leadership, Marketing
Education
Gordon College 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Gordon College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Samuel Whiting's State Street Experience January 2014 - Present
Job Loan Services, Associate
Industry Financial Services
Experience
State Street January 2014 - Present
Heart of House, LLC January 2012 - Present
PB Boulangerie & Bistro June 2011 - September 2011
Fancy Enterprises June 2010 - August 2010
Whiting Energy Fuels April 2008 - January 2010
Skills
Teamwork, Networking, Time Management, Microsoft Office, French, Strategy Execution, Team Leadership, Team Building, Lean Management, Loan Servicing
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
Grenoble Ecole de Management 2011 — 2011
Certificate, International Business
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (BS), Business Administration/Accounting/Finance/International Business
Stratton Mountain School
Harvard Business School 2014 — 2015
CORe (Credential of Readiness), Accounting and Finance
State Street January 2014 - Present
Heart of House, LLC January 2012 - Present
PB Boulangerie & Bistro June 2011 - September 2011
Fancy Enterprises June 2010 - August 2010
Whiting Energy Fuels April 2008 - January 2010
Skills
Teamwork, Networking, Time Management, Microsoft Office, French, Strategy Execution, Team Leadership, Team Building, Lean Management, Loan Servicing
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
Grenoble Ecole de Management 2011 — 2011
Certificate, International Business
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science (BS), Business Administration/Accounting/Finance/International Business
Stratton Mountain School
Harvard Business School 2014 — 2015
CORe (Credential of Readiness), Accounting and Finance
Joseph Buteau Joseph Buteau's State Street Experience June 2008 - June 2009
Job Eighth Grade Class Dean, Math Teacher, Coach at Fay School
Industry Primary/Secondary Education
Experience
Fay School August 2015 - Present
Fay School August 2012 - Present
Trinity-Pawling School June 2009 - September 2012
Tabor Academy Summer Program June 2010 - August 2010
State Street June 2008 - June 2009
Skills
Curriculum Design, Teaching, Social Media, Public Speaking, Curriculum Development, Educational Leadership, Higher Education, Community Outreach, Microsoft Excel, PowerPoint, Tutoring
Education
Hamilton College 2004 — 2008
BA, Economics
Tabor Academy 2001 — 2004
Fay School August 2015 - Present
Fay School August 2012 - Present
Trinity-Pawling School June 2009 - September 2012
Tabor Academy Summer Program June 2010 - August 2010
State Street June 2008 - June 2009
Skills
Curriculum Design, Teaching, Social Media, Public Speaking, Curriculum Development, Educational Leadership, Higher Education, Community Outreach, Microsoft Excel, PowerPoint, Tutoring
Education
Hamilton College 2004 — 2008
BA, Economics
Tabor Academy 2001 — 2004
Daniel Balles Daniel Balles's State Street Experience May 2014 - Present
Job Bank Loan Specialist at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
The UPS Store August 2013 - May 2014
Dunk & Bubble June 2011 - August 2012
The Bikeway Source May 2007 - January 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Shipping, Organization, Automation, Communication, Operational Efficiency, Scripting, VBA, AutoHotKey, Employee Training, Sales, POS, Customer Service, Packaging, International Shipping, Customs Regulations
Education
Goucher College 2008 — 2013
Bachelor of Arts (B.A.), Economics
State Street May 2014 - Present
The UPS Store August 2013 - May 2014
Dunk & Bubble June 2011 - August 2012
The Bikeway Source May 2007 - January 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Shipping, Organization, Automation, Communication, Operational Efficiency, Scripting, VBA, AutoHotKey, Employee Training, Sales, POS, Customer Service, Packaging, International Shipping, Customs Regulations
Education
Goucher College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Valerie Jackson Valerie Jackson's State Street Experience December 1999 - June 2003
Job IT Consultant at Insight Global
Industry Computer Software
Experience
Insight Global August 2014 - Present
Kelly Services December 2013 - June 2014
Advantage Technical Resourcing May 2013 - October 2013
Illinois Central College - Professional Development Institute April 2013 - June 2013
Wilson HR October 2012 - March 2013
State Farm April 2008 - May 2012
Internal Revenue Service February 2005 - April 2008
Mega Force, LLC June 2005 - December 2006
Venturi Technology Par December 2003 - April 2004
State Street December 1999 - June 2003
Skills
Analysis, Programming Languages, Microsoft Office, Software Documentation, Training, Troubleshooting, Databases, Data Entry, Technical Support, Technical Presentations, Project Management, Web Content, COBOL, JCL, DB2, Testing, Process Improvement, Business Analysis, Management, Quality Assurance, SDLC, Unix, Security, ITIL, Human Resources, Visio, Program Management, System Administration, Oracle, Vendor Management, Disaster Recovery, Requirements Analysis, Networking, IT Management, CRM, Business Intelligence, Integration, Software Development, Software Project..., Resource Management, Information Technology, Team Leadership, Consulting, IT Operations, Data Center, ERP, Leadership, Windows, PeopleSoft, SharePoint
Education
University of Phoenix
Master of Business Administration (MBA), Technology Management
Grambling State University 1983 — 1987
Bachelor of Science (BSc), Computer Science
Insight Global August 2014 - Present
Kelly Services December 2013 - June 2014
Advantage Technical Resourcing May 2013 - October 2013
Illinois Central College - Professional Development Institute April 2013 - June 2013
Wilson HR October 2012 - March 2013
State Farm April 2008 - May 2012
Internal Revenue Service February 2005 - April 2008
Mega Force, LLC June 2005 - December 2006
Venturi Technology Par December 2003 - April 2004
State Street December 1999 - June 2003
Skills
Analysis, Programming Languages, Microsoft Office, Software Documentation, Training, Troubleshooting, Databases, Data Entry, Technical Support, Technical Presentations, Project Management, Web Content, COBOL, JCL, DB2, Testing, Process Improvement, Business Analysis, Management, Quality Assurance, SDLC, Unix, Security, ITIL, Human Resources, Visio, Program Management, System Administration, Oracle, Vendor Management, Disaster Recovery, Requirements Analysis, Networking, IT Management, CRM, Business Intelligence, Integration, Software Development, Software Project..., Resource Management, Information Technology, Team Leadership, Consulting, IT Operations, Data Center, ERP, Leadership, Windows, PeopleSoft, SharePoint
Education
University of Phoenix
Master of Business Administration (MBA), Technology Management
Grambling State University 1983 — 1987
Bachelor of Science (BSc), Computer Science
Lauren Dunne's State Street Experience June 2012 - August 2012
Job Market Analyst at CoStar Group
Industry Market Research
Experience
CoStar Group March 2015 - Present
CoStar Group August 2013 - Present
State Street June 2012 - August 2012
Lifeguard, YMCA June 2009 - August 2011
Pleasant Valley Camp January 2006 - January 2008
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Leadership, Community Outreach, Social Networking, Training, Negotiation, Blogging, SPSS, Management, Time Management
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Anthropology/ Political Science
Hopkinton High School 2005 — 2010
High School Diploma
CoStar Group March 2015 - Present
CoStar Group August 2013 - Present
State Street June 2012 - August 2012
Lifeguard, YMCA June 2009 - August 2011
Pleasant Valley Camp January 2006 - January 2008
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Leadership, Community Outreach, Social Networking, Training, Negotiation, Blogging, SPSS, Management, Time Management
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Anthropology/ Political Science
Hopkinton High School 2005 — 2010
High School Diploma
Logan MacGray's State Street Experience August 2011 - November 2012
Job Investor Reporting Analyst at Access Group.
Industry Financial Services
Experience
Access Group. April 2015 - Present
Schreiner Capital Management, Inc. November 2012 - March 2015
State Street August 2011 - November 2012
Gordon College Physical Plant September 2007 - May 2011
CollegeBound September 2010 - December 2010
Compass Ion Advisors, LLC June 2009 - August 2010
Camp Win-Some May 2008 - August 2010
Compass-Ion Advisors, LLC June 2009 - August 2009
Skills
Microsoft Office 2007, Financial Analysis, Financial Research, Portfolio Management, Customer Service, Salesforce, ACT Database, Python programming..., Evolve, STATA
Education
Gordon College 2007 — 2011
BA, Finance, Business Administration
Other
Access Group. April 2015 - Present
Schreiner Capital Management, Inc. November 2012 - March 2015
State Street August 2011 - November 2012
Gordon College Physical Plant September 2007 - May 2011
CollegeBound September 2010 - December 2010
Compass Ion Advisors, LLC June 2009 - August 2010
Camp Win-Some May 2008 - August 2010
Compass-Ion Advisors, LLC June 2009 - August 2009
Skills
Microsoft Office 2007, Financial Analysis, Financial Research, Portfolio Management, Customer Service, Salesforce, ACT Database, Python programming..., Evolve, STATA
Education
Gordon College 2007 — 2011
BA, Finance, Business Administration
Other
Contessa Castañeda Contessa Castañeda's State Street Experience February 2014 - Present
Job Senior Fund Associate at State Street Alternative Investment Solutions
Industry Real Estate
Experience
State Street February 2014 - Present
Jamestown December 2013 - February 2014
Jamestown August 2008 - December 2013
The Griffin Company July 2007 - August 2008
Hines August 2003 - July 2007
Skills
Financial Reporting, GAAP, Accounting, Budgets, Financial Analysis, Microsoft Excel, Auditing, Financial Modeling, Internal Controls
Education
Georgia State University
BBA, Accounting
State Street February 2014 - Present
Jamestown December 2013 - February 2014
Jamestown August 2008 - December 2013
The Griffin Company July 2007 - August 2008
Hines August 2003 - July 2007
Skills
Financial Reporting, GAAP, Accounting, Budgets, Financial Analysis, Microsoft Excel, Auditing, Financial Modeling, Internal Controls
Education
Georgia State University
BBA, Accounting
Sung Won Sohn Sung Won Sohn's State Street Experience September 2015 - Present
Job Global Security Master and Centralized Pricing Associate at State Street
Industry Financial Services
Experience
State Street September 2015 - Present
Mackenzie Investments November 2014 - September 2015
Procter & Gamble July 2013 - June 2014
CS Wind Canada February 2013 - July 2013
Starbucks January 2012 - January 2013
Skills
Data Analysis, SAP ERP, Microsoft Excel, Problem Solving, Microsoft Word, Oral & Written..., Microsoft Access, Microsoft Powerpoint, Customer Service, Outlook, PowerPoint
Education
University of Toronto 2009 — 2013
Honours Bachelor of Science, Economics/Human Biology Double Major
Handong Global University 2007 — 2008
Bachelor's degree, International Relations
State Street September 2015 - Present
Mackenzie Investments November 2014 - September 2015
Procter & Gamble July 2013 - June 2014
CS Wind Canada February 2013 - July 2013
Starbucks January 2012 - January 2013
Skills
Data Analysis, SAP ERP, Microsoft Excel, Problem Solving, Microsoft Word, Oral & Written..., Microsoft Access, Microsoft Powerpoint, Customer Service, Outlook, PowerPoint
Education
University of Toronto 2009 — 2013
Honours Bachelor of Science, Economics/Human Biology Double Major
Handong Global University 2007 — 2008
Bachelor's degree, International Relations
Kirti Patel Kirti Patel's State Street Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Financial industry October 2012 - Present
The Office of the Comptroller, Commonwealth of Mass. October 2012 - Present
State Street 2010 - 2011
State Street 2000 - 2010
State Street 1993 - 2000
State Street 1991 - 1993
State Street 1987 - 1990
State Street 1985 - 1986
State Street 1981 - 1984
Skills
Client Service, Operations, Operations Management, Fund Accounting, Financial Reporting, Defined contribution..., Defined Benefit Plans, Internal Audit, Process Improvement, SAS70, Sarbanes Oxley, Coaching & Mentoring, Talent Development, Internal Controls, IFRS, Client Relationship..., Creative Problem Solving, Cost Control, Risk Management, Risk Assessment, Attention To Detail, Able To Multi-task, Regulatory Reporting, Buisness Continuity..., Financial Accounting, Mutual Funds, Mentoring, Defined Contribution, Result Oriented, Interpersonal Skill, Negotiation, Organizational..., Analysis, Multicultural..., Eager to learn new..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, CRM, Accounting, Portfolio Management, Equities, Securities Lending, Fund Administration, Corporate Actions, Relationship Management, Bloomberg, Management
Education
Gujarat University
Bachelor of Science
The Action for Boston Community Development Inc. 1981 — 1982
Multilingual Accounting
Financial industry October 2012 - Present
The Office of the Comptroller, Commonwealth of Mass. October 2012 - Present
State Street 2010 - 2011
State Street 2000 - 2010
State Street 1993 - 2000
State Street 1991 - 1993
State Street 1987 - 1990
State Street 1985 - 1986
State Street 1981 - 1984
Skills
Client Service, Operations, Operations Management, Fund Accounting, Financial Reporting, Defined contribution..., Defined Benefit Plans, Internal Audit, Process Improvement, SAS70, Sarbanes Oxley, Coaching & Mentoring, Talent Development, Internal Controls, IFRS, Client Relationship..., Creative Problem Solving, Cost Control, Risk Management, Risk Assessment, Attention To Detail, Able To Multi-task, Regulatory Reporting, Buisness Continuity..., Financial Accounting, Mutual Funds, Mentoring, Defined Contribution, Result Oriented, Interpersonal Skill, Negotiation, Organizational..., Analysis, Multicultural..., Eager to learn new..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, CRM, Accounting, Portfolio Management, Equities, Securities Lending, Fund Administration, Corporate Actions, Relationship Management, Bloomberg, Management
Education
Gujarat University
Bachelor of Science
The Action for Boston Community Development Inc. 1981 — 1982
Multilingual Accounting
Cynthia Campbell Cynthia Campbell's State Street Experience February 2011 - August 2011
Job Recruiting Manager at Goodwin Procter LLP
Industry Human Resources
Experience
Goodwin Procter LLP August 2014 - March 2015
MIT Sloan School of Management June 2013 - June 2014
Sapient Global Markets October 2012 - January 2013
Houghton Mifflin Harcourt March 2012 - October 2012
Brown Brothers Harriman August 2011 - December 2011
State Street February 2011 - August 2011
Conley & Company 2008 - 2009
Harvard Business School 2005 - 2007
Trinity Boston Foundation 2003 - 2005
Conley & Company 2002 - 2002
Skills
Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Executive Search, Strategy, Start-ups, Onboarding, Human Resources, CRM, Interviews, Negotiation, Training, Management, Change Management, Leadership Development, Leadership, Consulting, Employee Relations, Employee Benefits, Deferred Compensation
Education
Gettysburg College 1982 — 1986
B.A.
Wayland High school
Goodwin Procter LLP August 2014 - March 2015
MIT Sloan School of Management June 2013 - June 2014
Sapient Global Markets October 2012 - January 2013
Houghton Mifflin Harcourt March 2012 - October 2012
Brown Brothers Harriman August 2011 - December 2011
State Street February 2011 - August 2011
Conley & Company 2008 - 2009
Harvard Business School 2005 - 2007
Trinity Boston Foundation 2003 - 2005
Conley & Company 2002 - 2002
Skills
Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Executive Search, Strategy, Start-ups, Onboarding, Human Resources, CRM, Interviews, Negotiation, Training, Management, Change Management, Leadership Development, Leadership, Consulting, Employee Relations, Employee Benefits, Deferred Compensation
Education
Gettysburg College 1982 — 1986
B.A.
Wayland High school
Dan Roberts's State Street Experience June 2011 - August 2012
Job Marketing Technology Consultant
Industry Information Technology and Services
Experience
Radius Intelligence March 2015 - Present
Fuze, Inc. October 2014 - February 2015
Fuze, Inc. June 2014 - October 2014
Fuze, Inc. March 2014 - May 2014
Cerulli Associates March 2013 - March 2014
Cerulli Associates August 2012 - April 2013
State Street June 2011 - August 2012
Skills
SaaS, Salesforce.com, Software Sales, Collaborative Solutions, Analysis, Economics, Account Management, Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Microsoft Office, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Word, Tableau, SIMFUND, Bloomberg Terminal, Money Market Directories, Investments, Qualtrics, eVestment, Morningstar Direct, Asset Management, Strategic Planning
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics, Creative Writing
St. Mark's School 2004 — 2007
Radius Intelligence March 2015 - Present
Fuze, Inc. October 2014 - February 2015
Fuze, Inc. June 2014 - October 2014
Fuze, Inc. March 2014 - May 2014
Cerulli Associates March 2013 - March 2014
Cerulli Associates August 2012 - April 2013
State Street June 2011 - August 2012
Skills
SaaS, Salesforce.com, Software Sales, Collaborative Solutions, Analysis, Economics, Account Management, Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Microsoft Office, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Word, Tableau, SIMFUND, Bloomberg Terminal, Money Market Directories, Investments, Qualtrics, eVestment, Morningstar Direct, Asset Management, Strategic Planning
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics, Creative Writing
St. Mark's School 2004 — 2007
David G. Cavener's State Street Experience May 2012 - Present
Job Client Operations
Industry Financial Services
Experience
State Street May 2012 - Present
Dublin Airport Authority June 2011 - July 2011
Northwestern Mutual April 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Six Sigma, Microsoft Office, PowerPoint, Process Improvement, Sales, Excel, Word, Research, Client Service Oriented, Asset Management, Customer Service, International Business..., Lean Six Sigma, Lean Manufacturing
Education
HBX Harvard Business School 2014 — 2015
CORe: Credential of Readiness
University of Missouri-Columbia 2008 — 2012
Bachelor of Science, Business Administration, Emphasis in Management
Trinity College, Dublin 2011 — 2011
International Business
State Street May 2012 - Present
Dublin Airport Authority June 2011 - July 2011
Northwestern Mutual April 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Six Sigma, Microsoft Office, PowerPoint, Process Improvement, Sales, Excel, Word, Research, Client Service Oriented, Asset Management, Customer Service, International Business..., Lean Six Sigma, Lean Manufacturing
Education
HBX Harvard Business School 2014 — 2015
CORe: Credential of Readiness
University of Missouri-Columbia 2008 — 2012
Bachelor of Science, Business Administration, Emphasis in Management
Trinity College, Dublin 2011 — 2011
International Business
Jameson Calitri's State Street Experience February 2008 - November 2012
Job JD/MBA Candidate at Northeastern University
Industry Financial Services
Experience
Northeastern University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
BNY Mellon November 2012 - September 2014
State Street February 2008 - November 2012
State Street September 2009 - November 2011
State Street February 2008 - July 2009
Odwalla Inc August 2007 - February 2008
Harvard University June 2006 - August 2007
Peak Performance Lacrosse Camp July 2002 - July 2007
Skills
Outlook, Business Analysis, Management, Customer Service, Private Banking, Bloomberg Terminal, Accruals, Due Diligence, Microsoft Excel, Asset Management, Bloomberg, Financial Analysis, Foreign Exchange, Research, ETFs, Swaps, Funding, Fund Accounting, Bonds, Trading, Financial Services, Derivatives, Equities, Securities, Mutual Funds, Fixed Income, Investments, Accounting, Finance, Microsoft Office, Data Analysis, Banking, Strategic Planning, Analysis
Education
Northeastern University
JD/MBA
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), History
Lincoln-Sudbury Regional High School 1999 — 2003
Northeastern University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
BNY Mellon November 2012 - September 2014
State Street February 2008 - November 2012
State Street September 2009 - November 2011
State Street February 2008 - July 2009
Odwalla Inc August 2007 - February 2008
Harvard University June 2006 - August 2007
Peak Performance Lacrosse Camp July 2002 - July 2007
Skills
Outlook, Business Analysis, Management, Customer Service, Private Banking, Bloomberg Terminal, Accruals, Due Diligence, Microsoft Excel, Asset Management, Bloomberg, Financial Analysis, Foreign Exchange, Research, ETFs, Swaps, Funding, Fund Accounting, Bonds, Trading, Financial Services, Derivatives, Equities, Securities, Mutual Funds, Fixed Income, Investments, Accounting, Finance, Microsoft Office, Data Analysis, Banking, Strategic Planning, Analysis
Education
Northeastern University
JD/MBA
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), History
Lincoln-Sudbury Regional High School 1999 — 2003
Jonatan Chavez Jonatan Chavez's State Street Experience February 2015 - Present
Job Bank loan Associates II, Senior Loan Services at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
State Street February 2014 - February 2015
Genesis HealthCare March 2009 - January 2014
Skills
Leadership, Management, Microsoft Office, Accounting, Financial Analysis, Spanish Translation, Corporate Finance, Financial Accounting, Cost Accounting, Healthcare, Healthcare Management
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Great Bay Community College
State Street February 2015 - Present
State Street February 2014 - February 2015
Genesis HealthCare March 2009 - January 2014
Skills
Leadership, Management, Microsoft Office, Accounting, Financial Analysis, Spanish Translation, Corporate Finance, Financial Accounting, Cost Accounting, Healthcare, Healthcare Management
Education
Southern New Hampshire University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Great Bay Community College
Dipansh Mehta's State Street Experience March 2012 - October 2012
Job Business Analyst at Morgan Stanley Legal and Compliance
Industry Banking
Experience
Morgan Stanley September 2014 - Present
American Tower Corporation March 2013 - Present
AT&T October 2012 - March 2013
State Street March 2012 - October 2012
Liberty Mutual Insurance August 2011 - March 2012
Deutsche Bank April 2010 - September 2011
Skills
Requirements Gathering, Bloomberg, Fixed Income, Financial Services, SDLC, Visio, Vendor Management, Analysis, Business Analysis, Business Intelligence, Integration
Education
Business School
Guru Nanak Dev University
Bachelor of Business Administration (BBA)
NJIT
Master of Business Administration (MBA), International Business/Trade/Commerce, A
Morgan Stanley September 2014 - Present
American Tower Corporation March 2013 - Present
AT&T October 2012 - March 2013
State Street March 2012 - October 2012
Liberty Mutual Insurance August 2011 - March 2012
Deutsche Bank April 2010 - September 2011
Skills
Requirements Gathering, Bloomberg, Fixed Income, Financial Services, SDLC, Visio, Vendor Management, Analysis, Business Analysis, Business Intelligence, Integration
Education
Business School
Guru Nanak Dev University
Bachelor of Business Administration (BBA)
NJIT
Master of Business Administration (MBA), International Business/Trade/Commerce, A
Trevor Lundberg Trevor Lundberg's State Street Experience March 2007 - February 2015
Job Ruby on Rails Apprentice at Launch Academy
Industry Computer Software
Experience
Launch Academy, Inc 2015 - Present
State Street March 2007 - February 2015
Education
Hampden-Sydney College 2002 — 2006
Bachelor of Arts (BA), Economics
Launch Academy, Inc 2015 - Present
State Street March 2007 - February 2015
Education
Hampden-Sydney College 2002 — 2006
Bachelor of Arts (BA), Economics
Jared Kuipers's State Street Experience August 2011 - August 2013
Job Major Accounts Support Consultant at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data Corporation August 2013 - Present
State Street August 2011 - August 2013
CVS Caremark Corporation June 2003 - May 2012
Coastal Capital Group, LLC January 2011 - May 2011
Gordon College August 2007 - May 2011
John Kuipers Architects June 2000 - October 2010
Skills
Microsoft Office 2007, Bloomberg Terminal
Education
Gordon College 2007 — 2011
B.A., Finance and Business Administration
Interactive Data Corporation August 2013 - Present
State Street August 2011 - August 2013
CVS Caremark Corporation June 2003 - May 2012
Coastal Capital Group, LLC January 2011 - May 2011
Gordon College August 2007 - May 2011
John Kuipers Architects June 2000 - October 2010
Skills
Microsoft Office 2007, Bloomberg Terminal
Education
Gordon College 2007 — 2011
B.A., Finance and Business Administration
Pooja Belsare Pooja Belsare's State Street Experience December 2012 - June 2013
Job Sr. Business Analyst at PAREXEL
Industry Information Technology and Services
Experience
PAREXEL July 2012 - Present
State Street December 2012 - June 2013
Skills
Salesforce.com, Business Intelligence, Project Charter, Agile Methodologies, User Acceptance Testing, Business Objects, JIRA, Scrum, Requirements Gathering, SOX Compliancy, Product Road Mapping, Gap Analysis, Waterfall, SDLC, Project Management, Business Analysis, Quality Assurance, Visio, Pega PRPC, Functional..., Business Process..., Business Process Mapping, Human Resources, Business Strategy, Rational Rose..., QTP, Microsoft Office, RUP Methodologies, BRDs, Reporting & Analysis, Ad Hoc Reporting
Education
UMass Dartmouth 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, Human Resources, MIS
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Business/Management
PAREXEL July 2012 - Present
State Street December 2012 - June 2013
Skills
Salesforce.com, Business Intelligence, Project Charter, Agile Methodologies, User Acceptance Testing, Business Objects, JIRA, Scrum, Requirements Gathering, SOX Compliancy, Product Road Mapping, Gap Analysis, Waterfall, SDLC, Project Management, Business Analysis, Quality Assurance, Visio, Pega PRPC, Functional..., Business Process..., Business Process Mapping, Human Resources, Business Strategy, Rational Rose..., QTP, Microsoft Office, RUP Methodologies, BRDs, Reporting & Analysis, Ad Hoc Reporting
Education
UMass Dartmouth 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, Human Resources, MIS
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Jacqueline N. Irwin's State Street Experience August 2015 - Present
Job Data Analyst Researcher
Industry Financial Services
Experience
State Street August 2015 - Present
BNY Mellon November 2007 - August 2015
HTH Worldwide November 2005 - August 2007
Skills
Insurance, Management, Marketing, New Business Development, Sales, Finance, Team Building, Disaster Recovery, Financial Services, Risk Management, Process Improvement, Project Management, Program Management, Relationship Management, Customer Service, Healthcare, Employee Benefits, Strategic Planning, Leadership, Business Analysis, Investments, Analysis, Asset Management, Microsoft Office
Education
Gwynedd Mercy University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Delaware County Community College 2014 — 2015
Associate of Science (A.S.), Health/Health Care Administration/Management
Temple University 2001 — 2005
B.A., Communications
State Street August 2015 - Present
BNY Mellon November 2007 - August 2015
HTH Worldwide November 2005 - August 2007
Skills
Insurance, Management, Marketing, New Business Development, Sales, Finance, Team Building, Disaster Recovery, Financial Services, Risk Management, Process Improvement, Project Management, Program Management, Relationship Management, Customer Service, Healthcare, Employee Benefits, Strategic Planning, Leadership, Business Analysis, Investments, Analysis, Asset Management, Microsoft Office
Education
Gwynedd Mercy University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Delaware County Community College 2014 — 2015
Associate of Science (A.S.), Health/Health Care Administration/Management
Temple University 2001 — 2005
B.A., Communications
Jonathan Marstaller Jonathan Marstaller's State Street Experience June 2008 - December 2011
Job Vice President of Finance at Pono Pacific, LLC
Industry Environmental Services
Experience
Pono Pacific, LLC Vice President of FinancePono Pacific, LLCVice President of FinancePono Pacific, LLCApril 2014 - Present
Pono Pacific, LLC January 2012 - April 2014
State Street June 2008 - December 2011
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Statements, Partnership Taxation, Tax Advisory, Strategic Planning, Strategic Financial...
Education
Liberty University 2009 — 2011
Master of Science (M.S.), Accounting
Gordon College 2004 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Pono Pacific, LLC Vice President of FinancePono Pacific, LLCVice President of FinancePono Pacific, LLCApril 2014 - Present
Pono Pacific, LLC January 2012 - April 2014
State Street June 2008 - December 2011
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Statements, Partnership Taxation, Tax Advisory, Strategic Planning, Strategic Financial...
Education
Liberty University 2009 — 2011
Master of Science (M.S.), Accounting
Gordon College 2004 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Elana Silver's State Street Experience March 2014 - Present
Job Talent Development Consultant at State Street
Industry Financial Services
Experience
State Street March 2014 - Present
Deloitte Consulting September 2010 - February 2014
Novartis June 2009 - August 2009
Deloitte Consulting 2007 - 2008
Deloitte Consulting 2005 - 2007
Moog 2002 - 2004
Skills
Management Consulting, Change Management, Talent Management, Training Management, Organizational Needs..., Project Management, Implementation Planning, Implementation..., Organizational..., Organizational Design
Education
Harvard Business School 2008 — 2012
Master of Business Administration (MBA)
Northwestern University 2000 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
State Street March 2014 - Present
Deloitte Consulting September 2010 - February 2014
Novartis June 2009 - August 2009
Deloitte Consulting 2007 - 2008
Deloitte Consulting 2005 - 2007
Moog 2002 - 2004
Skills
Management Consulting, Change Management, Talent Management, Training Management, Organizational Needs..., Project Management, Implementation Planning, Implementation..., Organizational..., Organizational Design
Education
Harvard Business School 2008 — 2012
Master of Business Administration (MBA)
Northwestern University 2000 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
Alice Dean Alice Dean's State Street Experience July 2000 - July 2003
Job Account Manager at Inmar
Industry Information Technology and Services
Experience
Inmar September 2013 - Present
Inmar March 2011 - September 2013
Inmar September 2008 - March 2011
Inmar July 2003 - March 2011
State Street July 2000 - July 2003
Wachovia, NA November 1994 - June 2000
Skills
Relationship Management, Account Management, A/R Management, Team Leadership, Strategic Planning, Process Improvement, Cross-functional..., Product Management, Accounting, A/R collections, A/R analysis, Reporting & Analysis, Financial Analysis, Analysis, HIPAA, Business Intelligence, Project Management, Agile Methodologies, Quality Assurance, Salesforce.com, CRM, Scrum, Sales, Marketing Strategy, Financial Reporting, Development Of Employees, Management
Education
Glenville State College 1989 — 1992
Bachelor of Science, Business Administration-Management, 3.25
West Virginia University 1988 — 1989
Inmar September 2013 - Present
Inmar March 2011 - September 2013
Inmar September 2008 - March 2011
Inmar July 2003 - March 2011
State Street July 2000 - July 2003
Wachovia, NA November 1994 - June 2000
Skills
Relationship Management, Account Management, A/R Management, Team Leadership, Strategic Planning, Process Improvement, Cross-functional..., Product Management, Accounting, A/R collections, A/R analysis, Reporting & Analysis, Financial Analysis, Analysis, HIPAA, Business Intelligence, Project Management, Agile Methodologies, Quality Assurance, Salesforce.com, CRM, Scrum, Sales, Marketing Strategy, Financial Reporting, Development Of Employees, Management
Education
Glenville State College 1989 — 1992
Bachelor of Science, Business Administration-Management, 3.25
West Virginia University 1988 — 1989
Mike Tarasyuk Mike Tarasyuk's State Street Experience 2011 - 2014
Job Sr. Manager, EV.cloud Development at Symantec
Industry Computer Software
Experience
Symantec November 2014 - Present
State Street 2011 - 2014
ITG 2001 - 2011
TimeTo 2000 - 2001
COMSYS 1998 - 2000
IBM 1995 - 1998
Learning Systems Sciences 1992 - 1995
Skills
Electronic Trading, Technology Leadership, Agile Methodologies, Trading Systems, Integration, Risk Management, Business Analysis, Sybase, Solution Architecture, Leadership, Program Management, Unix, Perl, Solaris, Project Planning, SDLC, Distributed Systems, Management, Web Applications, Software Project..., SQL
Education
The University of Texas at Austin 1998 — 2000
MS, Software Engineering
University of California, Los Angeles 1992 — 1995
BS, Computer Science
Gubkin Russian State University of Oil and Gas 1989 — 1991
Applied Mathematics
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1988 — 1989
Applied Mathematics
#7 1986 — 1988
Symantec November 2014 - Present
State Street 2011 - 2014
ITG 2001 - 2011
TimeTo 2000 - 2001
COMSYS 1998 - 2000
IBM 1995 - 1998
Learning Systems Sciences 1992 - 1995
Skills
Electronic Trading, Technology Leadership, Agile Methodologies, Trading Systems, Integration, Risk Management, Business Analysis, Sybase, Solution Architecture, Leadership, Program Management, Unix, Perl, Solaris, Project Planning, SDLC, Distributed Systems, Management, Web Applications, Software Project..., SQL
Education
The University of Texas at Austin 1998 — 2000
MS, Software Engineering
University of California, Los Angeles 1992 — 1995
BS, Computer Science
Gubkin Russian State University of Oil and Gas 1989 — 1991
Applied Mathematics
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1988 — 1989
Applied Mathematics
#7 1986 — 1988
Peter B. Soule Peter B. Soule's State Street Experience 2003 - 2005
Job Global HR Executive
Industry Human Resources
Experience
Velcro Group Corp. 2013 - 2014
BJ's Wholesale Club 2009 - 2012
The Hanover Insurance Group 2007 - 2009
The Hanover Insurance Group 2005 - 2007
State Street 2003 - 2005
State Street 2001 - 2003
The Gillette Company 2000 - 2001
The Gillette Company 1999 - 2000
The Gillette Company 1998 - 1999
The Gillette Company 1996 - 1998
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Change Management, Expatriate Experience, Start-up Operations, International Management, Labor Relations, Strategic Leadership, Start-ups, Leadership, Mergers & Acquisitions, Executive Coaching, Human Resources, Cross-functional Team..., Employee Engagement, New Hire Orientations, Hiring, Personnel Management, Recruiting, Coaching, HRIS, HR Consulting, Management, Succession Planning, Organizational..., Team Building, Strategy, Employee Benefits, HR Policies, Organizational Design, Deferred Compensation, Employee Training, Leadership Development, Onboarding, Applicant Tracking..., Workforce Planning, Career Development, Talent Acquisition, Project Management, Interviews, Employment Law, Outsourcing, Sourcing, New Business Development, Negotiation, Training, Executive Search, Benefits Administration
Education
Hartwick College
BA, Sociology
University of Warwick
MA, U.S.A. / U.K. Comparative Labor (Human Resources) History
Velcro Group Corp. 2013 - 2014
BJ's Wholesale Club 2009 - 2012
The Hanover Insurance Group 2007 - 2009
The Hanover Insurance Group 2005 - 2007
State Street 2003 - 2005
State Street 2001 - 2003
The Gillette Company 2000 - 2001
The Gillette Company 1999 - 2000
The Gillette Company 1998 - 1999
The Gillette Company 1996 - 1998
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Change Management, Expatriate Experience, Start-up Operations, International Management, Labor Relations, Strategic Leadership, Start-ups, Leadership, Mergers & Acquisitions, Executive Coaching, Human Resources, Cross-functional Team..., Employee Engagement, New Hire Orientations, Hiring, Personnel Management, Recruiting, Coaching, HRIS, HR Consulting, Management, Succession Planning, Organizational..., Team Building, Strategy, Employee Benefits, HR Policies, Organizational Design, Deferred Compensation, Employee Training, Leadership Development, Onboarding, Applicant Tracking..., Workforce Planning, Career Development, Talent Acquisition, Project Management, Interviews, Employment Law, Outsourcing, Sourcing, New Business Development, Negotiation, Training, Executive Search, Benefits Administration
Education
Hartwick College
BA, Sociology
University of Warwick
MA, U.S.A. / U.K. Comparative Labor (Human Resources) History
kyle frigon kyle frigon's State Street Experience 2003 - 2004
Job Cherry Bekaert Benefits Consulting
Industry Insurance
Experience
Cherry Bekaert Benefits Consulting 2015 - Present
Chernoff Diamond 2015 - Present
Aon Hewitt 2013 - 2015
AIG 2006 - 2013
Cigna 2004 - 2006
State Street 2003 - 2004
Skills
Employee Benefits, Management, Insurance, Strategic Planning, Life Insurance, Health Insurance, Underwriting, Leadership, Risk Management, Mergers & Acquisitions, Business Development, Retirement Planning, Defined Benefit, Defined Contribution
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MBA, Risk Management and Insurance; Finance
University of Notre Dame 1999 — 2003
BA, Economics; Computer Applications
The Loomis Chaffee School 1997 — 1999
Cherry Bekaert Benefits Consulting 2015 - Present
Chernoff Diamond 2015 - Present
Aon Hewitt 2013 - 2015
AIG 2006 - 2013
Cigna 2004 - 2006
State Street 2003 - 2004
Skills
Employee Benefits, Management, Insurance, Strategic Planning, Life Insurance, Health Insurance, Underwriting, Leadership, Risk Management, Mergers & Acquisitions, Business Development, Retirement Planning, Defined Benefit, Defined Contribution
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MBA, Risk Management and Insurance; Finance
University of Notre Dame 1999 — 2003
BA, Economics; Computer Applications
The Loomis Chaffee School 1997 — 1999
Shane Burke Shane Burke's State Street Experience May 2002 - April 2004
Job Director at Sterling Capital Management LLC
Industry
Experience
Sterling Capital Management January 2013 - Present
RTI International July 2012 - January 2013
Tri Pillar Investments August 2011 - July 2012
NEPC April 2004 - September 2011
State Street May 2002 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Modeling, Risk Management
Education
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Wilmington 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
Sterling Capital Management January 2013 - Present
RTI International July 2012 - January 2013
Tri Pillar Investments August 2011 - July 2012
NEPC April 2004 - September 2011
State Street May 2002 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Modeling, Risk Management
Education
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Wilmington 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
Maggi Nicoletti Maggi Nicoletti's State Street Experience February 2010 - December 2012
Job New Patient Coordinator/ Financial Counselor at Dana Farber Cancer Institute at St. Elizabeth's Medical Center
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute June 2014 - Present
Dana Farber Cancer Institute January 2013 - June 2014
State Street February 2010 - December 2012
Bay Cove Human Services August 2009 - February 2010
890 ESPN Radio June 2008 - August 2008
Harrington Memorial Hospital at Hubbard Campus June 2006 - August 2008
Nichols College June 2001 - August 2008
Oneonta Tigers February 2008 - May 2008
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, HTML, Healthcare, Meditech, LMR-Medical Records..., GE/IDX, Event Planning
Education
Hartwick College 2005 — 2009
Bachlors of Arts, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Dana-Farber Cancer Institute June 2014 - Present
Dana Farber Cancer Institute January 2013 - June 2014
State Street February 2010 - December 2012
Bay Cove Human Services August 2009 - February 2010
890 ESPN Radio June 2008 - August 2008
Harrington Memorial Hospital at Hubbard Campus June 2006 - August 2008
Nichols College June 2001 - August 2008
Oneonta Tigers February 2008 - May 2008
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, HTML, Healthcare, Meditech, LMR-Medical Records..., GE/IDX, Event Planning
Education
Hartwick College 2005 — 2009
Bachlors of Arts, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Mayank Seksaria, CFA's State Street Experience January 2007 - September 2009
Job Principal, Macro Risk Solutions
Industry Capital Markets
Experience
Macro Risk Solutions August 2015 - Present
Passport Capital September 2009 - June 2015
State Street January 2007 - September 2009
Barclays Global Investors June 2006 - August 2006
Skills
Bloomberg, Quantitative Finance, Derivatives, Fixed Income, Portfolio Management, Financial Modeling, Equities, Quantitative Analytics, Valuation, Options, Hedge Funds, Global Macro, Equity Research, Risk Management, Capital Markets, Trading, Mutual Funds, Emerging Markets, ETFs, Investments, Alternative Investments, Asset Management, Foreign Exchange, Financial Markets, Financial Analysis
Education
Georgia Institute of Technology 2005 — 2006
MS, Quantitative and Computational Finance
University of Mumbai 2001 — 2005
BE, Computer Engineering
Macro Risk Solutions August 2015 - Present
Passport Capital September 2009 - June 2015
State Street January 2007 - September 2009
Barclays Global Investors June 2006 - August 2006
Skills
Bloomberg, Quantitative Finance, Derivatives, Fixed Income, Portfolio Management, Financial Modeling, Equities, Quantitative Analytics, Valuation, Options, Hedge Funds, Global Macro, Equity Research, Risk Management, Capital Markets, Trading, Mutual Funds, Emerging Markets, ETFs, Investments, Alternative Investments, Asset Management, Foreign Exchange, Financial Markets, Financial Analysis
Education
Georgia Institute of Technology 2005 — 2006
MS, Quantitative and Computational Finance
University of Mumbai 2001 — 2005
BE, Computer Engineering
Srinivas Bharadwaj's State Street Experience February 2010 - October 2011
Job Engineering Development Fusion Applications at Oracle
Industry Computer Software
Experience
Oracle 2013 - Present
Google June 2012 - 2012
Cisco Systems October 2011 - 2012
State Street February 2010 - October 2011
gigasi 2010 - 2010
Shazam Entertainment 2008 - 2009
Sun Microsystems, Inc. November 2004 - September 2008
Sony August 1997 - July 1999
HaL Computer Systems 1990 - 1994
Skills
Product Management, Software Engineering, Software Development, Enterprise Software, SaaS, Cloud Computing, Agile Methodologies, Cross-functional Team..., SDLC, Big Data, Mobile Applications, Agile Project Management, Software Project..., Distributed Systems, Unix, Integration
Education
Santa Clara University 2005 — 2007
MBA, Business
Georgia Institute of Technology 1989 — 1990
Master of Science, Computer Science
Indian Institute of Technology, Madras 1984 — 1988
BTech, Electronics
Oracle 2013 - Present
Google June 2012 - 2012
Cisco Systems October 2011 - 2012
State Street February 2010 - October 2011
gigasi 2010 - 2010
Shazam Entertainment 2008 - 2009
Sun Microsystems, Inc. November 2004 - September 2008
Sony August 1997 - July 1999
HaL Computer Systems 1990 - 1994
Skills
Product Management, Software Engineering, Software Development, Enterprise Software, SaaS, Cloud Computing, Agile Methodologies, Cross-functional Team..., SDLC, Big Data, Mobile Applications, Agile Project Management, Software Project..., Distributed Systems, Unix, Integration
Education
Santa Clara University 2005 — 2007
MBA, Business
Georgia Institute of Technology 1989 — 1990
Master of Science, Computer Science
Indian Institute of Technology, Madras 1984 — 1988
BTech, Electronics
Mohit Kochhar's State Street Experience May 2012 - December 2013
Job Sr Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
State Street May 2012 - December 2013
Bank of America July 2010 - April 2012
Credit Suisse March 2010 - June 2010
JPMC July 2009 - March 2010
Dell June 2007 - 2009
HSBC September 2005 - May 2007
Convergys 2003 - 2005
Skills
Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Finance, Forecasting, Corporate Finance, Analysis, Strategic Financial..., Analytics, Business Development, Leadership, Basel II, Basel III, Financial Planning, Process Improvement, Risk Management
Education
University at Buffalo 2005 — 2007
MBA, Finance
Guru Gobind Singh Indraprastha University 2000 — 2004
BS, Software
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
State Street May 2012 - December 2013
Bank of America July 2010 - April 2012
Credit Suisse March 2010 - June 2010
JPMC July 2009 - March 2010
Dell June 2007 - 2009
HSBC September 2005 - May 2007
Convergys 2003 - 2005
Skills
Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Finance, Forecasting, Corporate Finance, Analysis, Strategic Financial..., Analytics, Business Development, Leadership, Basel II, Basel III, Financial Planning, Process Improvement, Risk Management
Education
University at Buffalo 2005 — 2007
MBA, Finance
Guru Gobind Singh Indraprastha University 2000 — 2004
BS, Software
Eric Schult's State Street Experience 2003 - 2006
Job Director, Architecture at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2010 - Present
State Street Bank 2000 - August 2010
State Street Corporation / Global Link 2000 - August 2010
State Street Global Markets/E-Exchange 2000 - August 2010
Global Link 2000 - January 2009
State Street Global Markets 2000 - 2009
State Street 2003 - 2006
Bridge Information Systems June 1998 - March 2000
Market Vision June 1991 - June 1998
Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis
Education
Gordon College 1986 — 1990
Bachelor of Science (BS)
Fidelity Investments August 2010 - Present
State Street Bank 2000 - August 2010
State Street Corporation / Global Link 2000 - August 2010
State Street Global Markets/E-Exchange 2000 - August 2010
Global Link 2000 - January 2009
State Street Global Markets 2000 - 2009
State Street 2003 - 2006
Bridge Information Systems June 1998 - March 2000
Market Vision June 1991 - June 1998
Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis
Education
Gordon College 1986 — 1990
Bachelor of Science (BS)
David Steinbrick's State Street Experience June 1997 - May 2000
Job Vice President – Business Development Technology Program Manager at TD Bank AMCB
Industry Banking
Experience
TD Bank AMCB November 2012 - Present
TD Bank June 2008 - November 2012
TD Banknorth August 2005 - May 2008
Sauper Associates August 2004 - August 2005
Global Link May 2000 - June 2003
State Street June 1997 - May 2000
State Street May 1995 - August 1997
Skills
SDLC, Vendor Management, Requirements Analysis, Software Project..., Strategy, Business Analysis, CRM, Analysis, Business Process..., Risk Management, Project Management, Business Requirements, Program Management, Software Development, Process Improvement, Management, Leadership, IT Strategy, Project Delivery, Testing, IT Management, Resource Management, IT Service Management, Change Management, Project Planning, Project Portfolio..., Banking, Enterprise Software, Quality Assurance, Integration, PMP, Business Intelligence, Visio, Enterprise Architecture, Business Process, Disaster Recovery, Governance, PMO, ITIL, Requirements Gathering, Solution Architecture, Mergers & Acquisitions, Data Warehousing, Business Continuity
Education
The University of Connecticut 1985 — 1988
Bachelor of Arts (BA), Economics
Hampden-Sydney College 1981 — 1983
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Certificate, Management and Technology
TD Bank AMCB November 2012 - Present
TD Bank June 2008 - November 2012
TD Banknorth August 2005 - May 2008
Sauper Associates August 2004 - August 2005
Global Link May 2000 - June 2003
State Street June 1997 - May 2000
State Street May 1995 - August 1997
Skills
SDLC, Vendor Management, Requirements Analysis, Software Project..., Strategy, Business Analysis, CRM, Analysis, Business Process..., Risk Management, Project Management, Business Requirements, Program Management, Software Development, Process Improvement, Management, Leadership, IT Strategy, Project Delivery, Testing, IT Management, Resource Management, IT Service Management, Change Management, Project Planning, Project Portfolio..., Banking, Enterprise Software, Quality Assurance, Integration, PMP, Business Intelligence, Visio, Enterprise Architecture, Business Process, Disaster Recovery, Governance, PMO, ITIL, Requirements Gathering, Solution Architecture, Mergers & Acquisitions, Data Warehousing, Business Continuity
Education
The University of Connecticut 1985 — 1988
Bachelor of Arts (BA), Economics
Hampden-Sydney College 1981 — 1983
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Certificate, Management and Technology
Elif Kaya's State Street Experience 2007 - 2009
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2009 - Present
State Street 2007 - 2009
PNC Financial Services Group 2006 - 2007
BCG Securities 2005 - 2006
Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling, Fixed Income, Account Reconciliation, Capital Markets, Derivatives, FX Options, Finance, Investments, Middle Office, Portfolio Management, Financial Risk, Management
Education
La Salle University - School of Business Administration 2004 — 2006
MBA, Finance
2000 — 2004
JPMorgan Chase April 2009 - Present
State Street 2007 - 2009
PNC Financial Services Group 2006 - 2007
BCG Securities 2005 - 2006
Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling, Fixed Income, Account Reconciliation, Capital Markets, Derivatives, FX Options, Finance, Investments, Middle Office, Portfolio Management, Financial Risk, Management
Education
La Salle University - School of Business Administration 2004 — 2006
MBA, Finance
2000 — 2004
JR Hatch's State Street Experience June 2006 - February 2007
Job Service Account Manager Team Lead at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters April 2008 - June 2013
Thomson Financial February 2007 - April 2008
State Street June 2006 - February 2007
Pioneer Investments September 2005 - June 2006
Lake Placid Craft Brewing Company August 2003 - September 2005
National Sports Academy September 2001 - June 2003
Skills
Public Relations, Account Management, Customer Service, Customer Retention, Training, Investor Relations, Marketing
Education
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Westminster School 1994 — 1996
NASDAQ OMX June 2013 - Present
Thomson Reuters April 2008 - June 2013
Thomson Financial February 2007 - April 2008
State Street June 2006 - February 2007
Pioneer Investments September 2005 - June 2006
Lake Placid Craft Brewing Company August 2003 - September 2005
National Sports Academy September 2001 - June 2003
Skills
Public Relations, Account Management, Customer Service, Customer Retention, Training, Investor Relations, Marketing
Education
Hamilton College 1996 — 2000
Bachelor of Arts (B.A.), Philosophy
Westminster School 1994 — 1996
Sunny Dhillon's State Street Experience August 2007 - June 2012
Job Sr. Support Analyst
Industry Information Technology and Services
Experience
"Privately Held" Technology Company May 2013 - Present
IBM July 2012 - May 2013
State Street August 2007 - June 2012
Thunder Valley Casino June 2005 - August 2007
Ocadian Hospitals September 2001 - February 2005
CopperCom 2000 - 2001
Skills
Troubleshooting, Active Directory, VPN, Disaster Recovery, Computer Hardware, Windows, Operating Systems, Printers, Windows 7, Integration, Hardware, Microsoft Office, Software Installation, VMware, SQL, Virtualization, System Administration, Cisco Technologies, Servers, Technical Support, Windows Server
Education
Guru Nanak Dev University 1993 — 1997
Bachelor of Science, Economics Major
"Privately Held" Technology Company May 2013 - Present
IBM July 2012 - May 2013
State Street August 2007 - June 2012
Thunder Valley Casino June 2005 - August 2007
Ocadian Hospitals September 2001 - February 2005
CopperCom 2000 - 2001
Skills
Troubleshooting, Active Directory, VPN, Disaster Recovery, Computer Hardware, Windows, Operating Systems, Printers, Windows 7, Integration, Hardware, Microsoft Office, Software Installation, VMware, SQL, Virtualization, System Administration, Cisco Technologies, Servers, Technical Support, Windows Server
Education
Guru Nanak Dev University 1993 — 1997
Bachelor of Science, Economics Major
Linda Gault's State Street Experience March 2008 - Present
Job
Industry Information Technology and Services
Experience
State Street March 2008 - Present
Genzyme October 2007 - March 2008
Guardian Life Insurance June 2000 - July 2007
Greenwich Technology Partners 1999 - 2000
Education
Glasgow Caledonian University 1990 — 1994
BSc, Electronic Engineering
State Street March 2008 - Present
Genzyme October 2007 - March 2008
Guardian Life Insurance June 2000 - July 2007
Greenwich Technology Partners 1999 - 2000
Education
Glasgow Caledonian University 1990 — 1994
BSc, Electronic Engineering
Marion Finn's State Street Experience May 2000 - September 2006
Job Assistant Vice President at State Street Corp
Industry Banking
Experience
State Street Bank September 2006 - December 2010
State Street May 2000 - September 2006
Investors Bank and Trust September 1998 - May 2000
Bank of America September 1996 - August 1998
Skills
Banking, Financial Risk, Program Management, Process Improvement
Education
Gonzaga University
State Street Bank September 2006 - December 2010
State Street May 2000 - September 2006
Investors Bank and Trust September 1998 - May 2000
Bank of America September 1996 - August 1998
Skills
Banking, Financial Risk, Program Management, Process Improvement
Education
Gonzaga University
Paul Rodine's State Street Experience 1999 - 2003
Job Sr. Network Engineer at Interactions Corporation
Industry Hospital & Health Care
Experience
Interactions Corporation September 2014 - Present
Boston Public Library November 2012 - September 2014
Certeon December 2010 - November 2012
athenahealth April 2004 - August 2010
State Street 1999 - 2003
Computer People January 1997 - January 1999
Putnam Investments 1997 - 1999
Skills
Data Center, VMware, Virtualization, Disaster Recovery, Cloud Computing, Firewalls, SaaS, Hardware, Network Security, Active Directory, Storage, VoIP, Troubleshooting, Cisco Technologies, VMware ESX, Networking, Network Architecture, Routing, TCP/IP, Juniper, Servers, VPN, WAN, Network Design, Citrix, Storage Area Networks, Security
Education
Gustavus Adolphus College 1988 — 1992
Stensunds folkhögskola 1990 — 1991
Fritidsledare (Youth Leadership)
Interactions Corporation September 2014 - Present
Boston Public Library November 2012 - September 2014
Certeon December 2010 - November 2012
athenahealth April 2004 - August 2010
State Street 1999 - 2003
Computer People January 1997 - January 1999
Putnam Investments 1997 - 1999
Skills
Data Center, VMware, Virtualization, Disaster Recovery, Cloud Computing, Firewalls, SaaS, Hardware, Network Security, Active Directory, Storage, VoIP, Troubleshooting, Cisco Technologies, VMware ESX, Networking, Network Architecture, Routing, TCP/IP, Juniper, Servers, VPN, WAN, Network Design, Citrix, Storage Area Networks, Security
Education
Gustavus Adolphus College 1988 — 1992
Stensunds folkhögskola 1990 — 1991
Fritidsledare (Youth Leadership)
Elizabeth Hurley's State Street Experience July 2015 - Present
Job VP, Global Ethics Operations Manager at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
Jared Doty's State Street Experience 1999 - 2001
Job Assistant Director of Housing at Graceland University
Industry Higher Education
Experience
Graceland University 2001 - Present
GU-QA 2005 - 2010
State Street 1999 - 2001
Skills
Conflict Resolution, Student Affairs, Public Speaking, Higher Education, Teaching, Career Counseling, Curriculum Development, Nonprofits, Microsoft Office, Staff Development, Academic Advising, Program Development, Event Planning, Student Development, Non-profits, PowerPoint, Research, Leadership Development, Community Outreach, Community Development, Editing, Fundraising, Social Media
Education
Graceland University 1995 — 1999
Graceland University 2001 - Present
GU-QA 2005 - 2010
State Street 1999 - 2001
Skills
Conflict Resolution, Student Affairs, Public Speaking, Higher Education, Teaching, Career Counseling, Curriculum Development, Nonprofits, Microsoft Office, Staff Development, Academic Advising, Program Development, Event Planning, Student Development, Non-profits, PowerPoint, Research, Leadership Development, Community Outreach, Community Development, Editing, Fundraising, Social Media
Education
Graceland University 1995 — 1999
Michael DeGeorge's State Street Experience April 2006 - August 2015
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
State Street April 2006 - August 2015
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds
Education
Gettysburg College 2000 — 2004
Brown Brothers Harriman August 2015 - Present
State Street April 2006 - August 2015
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds
Education
Gettysburg College 2000 — 2004
Anil Nimmagadda's State Street Experience March 2008 - April 2010
Job Sr.QA/ETL Analyst
Industry Information Technology and Services
Experience
Cigna Insurance Services January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
State Street March 2008 - April 2010
MassMutual 2006 - 2008
Skills
Quality Center, Requirements Analysis, SDLC, Requirements Gathering, SQL, SharePoint, User Acceptance Testing, Quality Assurance, Visio
Education
Gulbarga University
Cigna Insurance Services January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
State Street March 2008 - April 2010
MassMutual 2006 - 2008
Skills
Quality Center, Requirements Analysis, SDLC, Requirements Gathering, SQL, SharePoint, User Acceptance Testing, Quality Assurance, Visio
Education
Gulbarga University
Alex Raimundo's State Street Experience August 2014 - Present
Job Supervisor Data Canter Manager/Engineer with CBRE at State Street Bank
Industry Computer Hardware
Experience
State Street August 2014 - Present
CBRE August 2014 - Present
CompuCom 2006 - July 2014
Pfizer 2006 - July 2014
CompuCom 2006 - 2007
Cegedim Dendrite 2005 - 2006
Skills
IT Operations, ITIL, Data Center, Vendor Management, IT Service Management, Disaster Recovery, IT Management, Incident Management, Servers, Troubleshooting, Active Directory, Help Desk Support
Education
Gibbs College 2005 — 2012
Associate's degree, Computer Network Administration
State Street August 2014 - Present
CBRE August 2014 - Present
CompuCom 2006 - July 2014
Pfizer 2006 - July 2014
CompuCom 2006 - 2007
Cegedim Dendrite 2005 - 2006
Skills
IT Operations, ITIL, Data Center, Vendor Management, IT Service Management, Disaster Recovery, IT Management, Incident Management, Servers, Troubleshooting, Active Directory, Help Desk Support
Education
Gibbs College 2005 — 2012
Associate's degree, Computer Network Administration
Jacklyn Knaus's State Street Experience 2004 - 2006
Job Senior Manager Internal Audit at Ahold
Industry Retail
Experience
Ahold USA December 2013 - Present
John Hancock Financial Services September 2013 - November 2013
State Street Corporation 2006 - 2013
State Street 2004 - 2006
State Street 2000 - 2004
CareMatrix 1998 - 2000
CareMatrix 1996 - 1998
Fleet Bank November 1994 - December 1996
Skills
Auditing, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Controls Assessment, Risk Monitoring, Risk Assessment, Risk Management, Federal & State..., Risk Governance, Global Regulatory..., Asset Management, Operational Risk..., Assurance, Business Process..., COSO, Accounting, Mutual Funds, Process Improvement, Banking, GAAP, Operational Risk, Enterprise Risk...
Education
Grove City College 1983 — 1987
Bachelor's degree, Finance, Cum Laude
Ahold USA December 2013 - Present
John Hancock Financial Services September 2013 - November 2013
State Street Corporation 2006 - 2013
State Street 2004 - 2006
State Street 2000 - 2004
CareMatrix 1998 - 2000
CareMatrix 1996 - 1998
Fleet Bank November 1994 - December 1996
Skills
Auditing, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Controls Assessment, Risk Monitoring, Risk Assessment, Risk Management, Federal & State..., Risk Governance, Global Regulatory..., Asset Management, Operational Risk..., Assurance, Business Process..., COSO, Accounting, Mutual Funds, Process Improvement, Banking, GAAP, Operational Risk, Enterprise Risk...
Education
Grove City College 1983 — 1987
Bachelor's degree, Finance, Cum Laude
Jenna Parker's State Street Experience February 2012 - April 2013
Job Director, Financial Planning & Analysis at Post Properties
Industry Real Estate
Experience
Post Properties May 2014 - Present
Post Properties January 2014 - May 2014
Post Properties April 2013 - December 2013
State Street February 2012 - April 2013
Morgan Stanley July 2008 - January 2012
J. Tucker Development Partners, Inc. June 2007 - July 2008
Skills
Investments, Asset Management, Financial Analysis, Investment Banking, Financial Reporting, Real Estate, Database Systems, Finance, Corporate Finance, Financial Statement..., Business Analysis, Hyperion Planning, Essbase, Budget Process, Financial Forecasting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Operations Management
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Corporate Finance
Post Properties May 2014 - Present
Post Properties January 2014 - May 2014
Post Properties April 2013 - December 2013
State Street February 2012 - April 2013
Morgan Stanley July 2008 - January 2012
J. Tucker Development Partners, Inc. June 2007 - July 2008
Skills
Investments, Asset Management, Financial Analysis, Investment Banking, Financial Reporting, Real Estate, Database Systems, Finance, Corporate Finance, Financial Statement..., Business Analysis, Hyperion Planning, Essbase, Budget Process, Financial Forecasting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Operations Management
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Corporate Finance
Ian Tallett's State Street Experience June 2009 - August 2009
Job MBA Candidate Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2010 - June 2015
Harvard University 2006 - July 2010
State Street June 2009 - August 2009
Cooley LLP June 2008 - August 2008
Skills
Equities, Public Speaking, Equity Capital Markets, Series 7, Hedge Funds, Mutual Funds, Manage Client..., Bloomberg, Prime Brokerage, Equity Valuation, Venture Capital, Capital Markets, Due Diligence, Investments
Education
Harvard Business School 2015 — 2017
Masters in Business Administration
Harvard University 2006 — 2010
BA, Government
Harvard Business School August 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2010 - June 2015
Harvard University 2006 - July 2010
State Street June 2009 - August 2009
Cooley LLP June 2008 - August 2008
Skills
Equities, Public Speaking, Equity Capital Markets, Series 7, Hedge Funds, Mutual Funds, Manage Client..., Bloomberg, Prime Brokerage, Equity Valuation, Venture Capital, Capital Markets, Due Diligence, Investments
Education
Harvard Business School 2015 — 2017
Masters in Business Administration
Harvard University 2006 — 2010
BA, Government
Bhaskar Gurram's State Street Experience November 2007 - February 2009
Job Sr System Admin at BGE
Industry Computer Software
Experience
BGE April 2011 - Present
Fannie Mae March 2009 - April 2011
State Street November 2007 - February 2009
Fannie Mae Foundation March 2007 - November 2007
freddie mac July 2005 - March 2007
Skills
Unix Shell Scripting, DB2, Sybase, PL/SQL, Autosys, Weblogic, Oracle Warehouse Builder, Powershell, System Administration, SQL, UC4, Unix, Linux, Integration, ETL, Requirements Analysis, Shell Scripting, SOA, Microsoft SQL Server, WebLogic, Oracle
Education
Gulbarga University 1992 — 1996
B.E, E&CE
BGE April 2011 - Present
Fannie Mae March 2009 - April 2011
State Street November 2007 - February 2009
Fannie Mae Foundation March 2007 - November 2007
freddie mac July 2005 - March 2007
Skills
Unix Shell Scripting, DB2, Sybase, PL/SQL, Autosys, Weblogic, Oracle Warehouse Builder, Powershell, System Administration, SQL, UC4, Unix, Linux, Integration, ETL, Requirements Analysis, Shell Scripting, SOA, Microsoft SQL Server, WebLogic, Oracle
Education
Gulbarga University 1992 — 1996
B.E, E&CE
Tavis Stanford's State Street Experience January 2014 - Present
Job Senior ETF Administrator
Industry Financial Services
Experience
State Street January 2014 - Present
Wolters Kluwer October 2013 - December 2013
JPMorgan Chase April 2012 - May 2013
Citi June 2004 - February 2012
State Street July 2003 - September 2004
Putnam Investments October 2002 - April 2003
Manulife Financial September 1998 - December 2001
Skills
Financial Analysis, Accounting, Cash Management, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Internal Controls, Auditing, Financial Accounting, Partnership Accounting, Relationship Management, Fund Of Funds, Corporate Actions, Derivatives, Equities, Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Securities, Asset Management, Microsoft Excel, Portfolio Management, Investments, Finance, Fund Administration, Customer Service, Valuation, Analysis, Banking, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Trading, Private Equity, Risk Management
Education
Hartwick College 1994 — 1998
Bachelors, Management
State Street January 2014 - Present
Wolters Kluwer October 2013 - December 2013
JPMorgan Chase April 2012 - May 2013
Citi June 2004 - February 2012
State Street July 2003 - September 2004
Putnam Investments October 2002 - April 2003
Manulife Financial September 1998 - December 2001
Skills
Financial Analysis, Accounting, Cash Management, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Internal Controls, Auditing, Financial Accounting, Partnership Accounting, Relationship Management, Fund Of Funds, Corporate Actions, Derivatives, Equities, Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Securities, Asset Management, Microsoft Excel, Portfolio Management, Investments, Finance, Fund Administration, Customer Service, Valuation, Analysis, Banking, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Trading, Private Equity, Risk Management
Education
Hartwick College 1994 — 1998
Bachelors, Management
Cyra Copeland's State Street Experience February 2012 - December 2012
Job Grants Manager at The University of Pennsylvania
Industry Research
Experience
University of Pennsylvania October 2013 - Present
Compliance Implementation Services CIS January 2013 - September 2013
State Street February 2012 - December 2012
Morgan Stanley September 2009 - February 2012
Ernst & Young July 2007 - May 2009
Katz Media Group May 2006 - July 2006
Skills
Financial Analysis, Internal Audit, Risk Management, Risk Compliance, Compliance, Due Diligence, Compliance..., Compliance Procedures, Corporate Finance, Suspicious Activity..., Internal Controls, Financial Reporting, Accounting, Bloomberg, Access, Business Objects, Business Operations, Microsoft Excel, Microsoft Office, Microsoft Word, General Ledger
Education
Hampton University 2003 — 2007
Bachelor of Science, Business Administration
University of Pennsylvania October 2013 - Present
Compliance Implementation Services CIS January 2013 - September 2013
State Street February 2012 - December 2012
Morgan Stanley September 2009 - February 2012
Ernst & Young July 2007 - May 2009
Katz Media Group May 2006 - July 2006
Skills
Financial Analysis, Internal Audit, Risk Management, Risk Compliance, Compliance, Due Diligence, Compliance..., Compliance Procedures, Corporate Finance, Suspicious Activity..., Internal Controls, Financial Reporting, Accounting, Bloomberg, Access, Business Objects, Business Operations, Microsoft Excel, Microsoft Office, Microsoft Word, General Ledger
Education
Hampton University 2003 — 2007
Bachelor of Science, Business Administration
Sherene Douglas's State Street Experience July 2011 - August 2012
Job Portfolio Accountant
Industry Accounting
Experience
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Iryna Gamble's State Street Experience July 2012 - Present
Job Senior Associate at State Street Bank & Trust
Industry Accounting
Experience
State Street July 2012 - Present
Deloitte & Touche LLP January 2010 - June 2012
Aaron's, Inc March 2006 - March 2008
Grant Thornton LLP 2008 - 2008
Aaron's, Inc September 2005 - March 2006
Skills
Accounting, Bookkeeping, Financial Accounting, Financial Reporting, Microsoft Excel, Internal Controls, Corporate Tax, GAAP, External Audit, US GAAP, Sarbanes-Oxley Act
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Kharkiv State Economic University 2001 — 2005
Bachelor of Arts (B.A.), International Economics
State Street July 2012 - Present
Deloitte & Touche LLP January 2010 - June 2012
Aaron's, Inc March 2006 - March 2008
Grant Thornton LLP 2008 - 2008
Aaron's, Inc September 2005 - March 2006
Skills
Accounting, Bookkeeping, Financial Accounting, Financial Reporting, Microsoft Excel, Internal Controls, Corporate Tax, GAAP, External Audit, US GAAP, Sarbanes-Oxley Act
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Kharkiv State Economic University 2001 — 2005
Bachelor of Arts (B.A.), International Economics
Paul Eisenhardt's State Street Experience July 2003 - September 2007
Job Head of International Sales
Industry Investment Management
Experience
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
Ryan MacAvery's State Street Experience June 2010 - July 2012
Job Shareholder Services at Pershing Square Capital Management, L.P.
Industry Financial Services
Experience
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Kevin Harder's State Street Experience May 1998 - November 1998
Job Territory Manager III at RJ Reynolds
Industry Consumer Goods
Experience
RJ Reynolds Tobacco Company August 2007 - Present
RJ Reynolds Tobacco Company November 2008 - May 2012
Countrywide Home Loans February 2006 - August 2007
H&R Block Mortgage / Aames Home Loan April 2004 - February 2006
ADT Security Services, Inc October 2002 - April 2004
State Farm Insurance Companies December 1998 - June 2003
State Street May 1998 - November 1998
Education
Oklahoma State University
B.S, Accounting
Graceland University
B.A, Business Administration
RJ Reynolds Tobacco Company August 2007 - Present
RJ Reynolds Tobacco Company November 2008 - May 2012
Countrywide Home Loans February 2006 - August 2007
H&R Block Mortgage / Aames Home Loan April 2004 - February 2006
ADT Security Services, Inc October 2002 - April 2004
State Farm Insurance Companies December 1998 - June 2003
State Street May 1998 - November 1998
Education
Oklahoma State University
B.S, Accounting
Graceland University
B.A, Business Administration
Timothy Belden's State Street Experience April 2011 - Present
Job Student at Hamilton College
Industry Financial Services
Experience
State Street April 2011 - Present
GE Capital June 2009 - August 2009
Education
Hamilton College 2006 — 2010
Economics, History
State Street April 2011 - Present
GE Capital June 2009 - August 2009
Education
Hamilton College 2006 — 2010
Economics, History
Sharon Bradshaw's State Street Experience April 2015 - Present
Job Risk Management Coordinator at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street Corporation May 2010 - April 2015
State Street March 2006 - January 2011
State Street November 2004 - March 2006
Ernst & Young September 2001 - November 2004
MIT March 1999 - September 2001
Skills
Accounting, Financial Reporting, Internal Audit, Internal Controls, Analysis, Auditing, Forecasting, Microsoft Excel, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2006 — 2007
MBA, Business Administration
Gordon College 1987 — 1991
B.A, Business Administration
State Street April 2015 - Present
State Street Corporation May 2010 - April 2015
State Street March 2006 - January 2011
State Street November 2004 - March 2006
Ernst & Young September 2001 - November 2004
MIT March 1999 - September 2001
Skills
Accounting, Financial Reporting, Internal Audit, Internal Controls, Analysis, Auditing, Forecasting, Microsoft Excel, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2006 — 2007
MBA, Business Administration
Gordon College 1987 — 1991
B.A, Business Administration
Anthony Acholonu's State Street Experience May 2005 - August 2007
Job Co Founder at Hatfield Business Solutions
Industry Information Services
Experience
What'sknew Inc. October 2006 - June 2011
State Street May 2005 - August 2007
Citizens Financial Group May 2003 - April 2005
Skills
Marketing, Business Strategy, Sales, Strategic Planning, CRM, Business Analysis, New Business Development, Business Intelligence, Business Planning, Banking
Education
Harvard Business School 2010 — 2011
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Salem State College 1998 — 2002
Bachelor of Science (BS), Business
What'sknew Inc. October 2006 - June 2011
State Street May 2005 - August 2007
Citizens Financial Group May 2003 - April 2005
Skills
Marketing, Business Strategy, Sales, Strategic Planning, CRM, Business Analysis, New Business Development, Business Intelligence, Business Planning, Banking
Education
Harvard Business School 2010 — 2011
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Salem State College 1998 — 2002
Bachelor of Science (BS), Business
Eve Cadranel's State Street Experience November 1997 - December 2008
Job Elementary School Teacher Substitute at Chesterfield County Public Schools
Industry Education Management
Experience
Chesterfield County Public Schools November 2012 - Present
Horn Park Primary School September 2010 - July 2011
Goldsmiths College September 2009 - January 2011
Architas Multi-Managers March 2009 - August 2009
State Street November 1997 - December 2008
The Bank of New York 1994 - 1997
Skills
Business Analysis, Equities, Fund Accounting, Financial Modeling, French, Risk Management, Intercultural..., Teaching, Strategy, Banking, Elementary Education, Classroom Management, Analysis, Management, Coaching
Education
Goldsmiths College, U. of London 2009 — 2010
Postgraduate Certificate in Education, Primary / elementary with french, QTS awarded
1988 — 1994
Graduate, Political Science
John Tyler Community College
Working on transfering my teaching credentials to the US, Elementary Education and Teaching
Chesterfield County Public Schools November 2012 - Present
Horn Park Primary School September 2010 - July 2011
Goldsmiths College September 2009 - January 2011
Architas Multi-Managers March 2009 - August 2009
State Street November 1997 - December 2008
The Bank of New York 1994 - 1997
Skills
Business Analysis, Equities, Fund Accounting, Financial Modeling, French, Risk Management, Intercultural..., Teaching, Strategy, Banking, Elementary Education, Classroom Management, Analysis, Management, Coaching
Education
Goldsmiths College, U. of London 2009 — 2010
Postgraduate Certificate in Education, Primary / elementary with french, QTS awarded
1988 — 1994
Graduate, Political Science
John Tyler Community College
Working on transfering my teaching credentials to the US, Elementary Education and Teaching
James Trait's State Street Experience January 2007 - February 2009
Job Corporate Actions Senior Business Analyst
Industry Financial Services
Experience
Wellington Management Company, LLP November 2009 - December 2012
State Street January 2007 - February 2009
Putnam Investments May 2006 - January 2007
Putnam Investments March 2004 - May 2006
Putnam Investments January 1999 - March 2004
Putnam Investments December 1997 - January 1999
Putnam Investments November 1996 - December 1997
Skills
Corporate Actions, Settlement, Account Reconciliation, Fixed Income, Equities, Client Service Oriented, Process Improvement, Global Operations, Outsourcing, Bloomberg
Education
Hartwick College 1989 — 1993
BA, Mathematics
Wellington Management Company, LLP November 2009 - December 2012
State Street January 2007 - February 2009
Putnam Investments May 2006 - January 2007
Putnam Investments March 2004 - May 2006
Putnam Investments January 1999 - March 2004
Putnam Investments December 1997 - January 1999
Putnam Investments November 1996 - December 1997
Skills
Corporate Actions, Settlement, Account Reconciliation, Fixed Income, Equities, Client Service Oriented, Process Improvement, Global Operations, Outsourcing, Bloomberg
Education
Hartwick College 1989 — 1993
BA, Mathematics
Colin Flaherty's State Street Experience June 2009 - December 2010
Job Freelance Film & Television Production
Industry Entertainment
Experience
Sid & Marty Krofft Productions's Mutt & Stuff April 2015 - Present
Freelance Film & Television Production October 2013 - Present
Imaginaut Entertainment May 2013 - October 2013
Brown Brothers Harriman December 2010 - April 2013
State Street June 2009 - December 2010
FJ O'Hara & Sons June 2006 - December 2008
Skills
Assistant Directing, Film Production, Film, Microsoft Excel, Film Editing, Final Cut Pro, Financial Services, ETFs, Corporate Actions, Settlement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Video Production
Education
Hamilton College 2005 — 2009
BA, Economics, Government
Milton Academy 2001 — 2005
High School
Sid & Marty Krofft Productions's Mutt & Stuff April 2015 - Present
Freelance Film & Television Production October 2013 - Present
Imaginaut Entertainment May 2013 - October 2013
Brown Brothers Harriman December 2010 - April 2013
State Street June 2009 - December 2010
FJ O'Hara & Sons June 2006 - December 2008
Skills
Assistant Directing, Film Production, Film, Microsoft Excel, Film Editing, Final Cut Pro, Financial Services, ETFs, Corporate Actions, Settlement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Video Production
Education
Hamilton College 2005 — 2009
BA, Economics, Government
Milton Academy 2001 — 2005
High School
Mohit Mendiratta's State Street Experience May 2010 - December 2010
Job MBA Candidate at the Wharton School | Class of 2017
Industry Management Consulting
Experience
Deloitte Consulting August 2011 - May 2015
Philadelphia Startup Bootcamp 2015 - 2015
Philadelphia Startup Bootcamp 2015 - 2015
Philadelphia Startup Bootcamp 2015 - 2015
State Street May 2010 - December 2010
Georgia Tech August 2008 - May 2010
Georgia Institute of Technology April 2008 - December 2009
Cisco Systems May 2009 - August 2009
Georgia Institute of Technology July 2008 - December 2008
Skills
Matlab, C, Perl, Programming, Unix, VHDL, Project Management, Requirements Gathering, Software Architectural..., SDLC, Agile Methodologies, Linux, C#, Windows, Microsoft Office, C++, Python, SQL, Data Analysis, Databases, Visual Basic
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2007 — 2011
Bachelors, Computer Engineering
Deloitte Consulting August 2011 - May 2015
Philadelphia Startup Bootcamp 2015 - 2015
Philadelphia Startup Bootcamp 2015 - 2015
Philadelphia Startup Bootcamp 2015 - 2015
State Street May 2010 - December 2010
Georgia Tech August 2008 - May 2010
Georgia Institute of Technology April 2008 - December 2009
Cisco Systems May 2009 - August 2009
Georgia Institute of Technology July 2008 - December 2008
Skills
Matlab, C, Perl, Programming, Unix, VHDL, Project Management, Requirements Gathering, Software Architectural..., SDLC, Agile Methodologies, Linux, C#, Windows, Microsoft Office, C++, Python, SQL, Data Analysis, Databases, Visual Basic
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2007 — 2011
Bachelors, Computer Engineering
Bethany Klein's State Street Experience May 2005 - March 2006
Job Trader, Vice President at First Eagle Investment Management, LLC
Industry Investment Management
Experience
First Eagle Investment Management March 2006 - Present
State Street May 2005 - March 2006
Skills
Equities, Strategic Planning, Alternative Investments, Fixed Income, Hedge Funds, Asset Management
Education
Grove City College
Bachelor of Science (BS), Finance and Economics
First Eagle Investment Management March 2006 - Present
State Street May 2005 - March 2006
Skills
Equities, Strategic Planning, Alternative Investments, Fixed Income, Hedge Funds, Asset Management
Education
Grove City College
Bachelor of Science (BS), Finance and Economics
Shailendra Patel's State Street Experience 1984 - 1990
Job Experienced Financial Services Professional
Industry Banking
Experience
Bank of New York Mellon July 2005 - August 2009
Mellon Financial December 1998 - July 2005
Mellon Bank April 1997 - December 1998
Mellon Bank May 1993 - April 1997
The Boston Company April 1990 - May 1993
State Street 1984 - 1990
Skills
Global Custody, Back Office, Corporate Actions, Securities, Mutual Funds, Fund Accounting, Asset Management, Trading Systems, Banking, Investment Banking, Risk Management, FX Options, Cash Management, Fixed Income, SWIFT payments, Management, Financial Risk, Business Analysis, Trading
Education
Gujarat University
B S in Commerce, Accouting and Economics
Bank of New York Mellon July 2005 - August 2009
Mellon Financial December 1998 - July 2005
Mellon Bank April 1997 - December 1998
Mellon Bank May 1993 - April 1997
The Boston Company April 1990 - May 1993
State Street 1984 - 1990
Skills
Global Custody, Back Office, Corporate Actions, Securities, Mutual Funds, Fund Accounting, Asset Management, Trading Systems, Banking, Investment Banking, Risk Management, FX Options, Cash Management, Fixed Income, SWIFT payments, Management, Financial Risk, Business Analysis, Trading
Education
Gujarat University
B S in Commerce, Accouting and Economics
Mike Misci's State Street Experience October 2011 - May 2014
Job Financial Reporting Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
State Street October 2011 - May 2014
State Street 2010 - October 2011
Mercer June 2007 - August 2009
Skills
Mutual Funds, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Modeling, Financial Reporting, Marketing, Financial Analysis, PowerPoint, Portfolio Management, Customer Service, Investments, Asset Management
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management
John Hancock Investments June 2014 - Present
State Street October 2011 - May 2014
State Street 2010 - October 2011
Mercer June 2007 - August 2009
Skills
Mutual Funds, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Modeling, Financial Reporting, Marketing, Financial Analysis, PowerPoint, Portfolio Management, Customer Service, Investments, Asset Management
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management
James Thomas (Etchika) Brown's State Street Experience July 1989 - February 2009
Job Sales Associate at Macys
Industry Accounting
Experience
Macys October 2010 - Present
Virginia Department of Alcohol Beverage Control June 2011 - September 2013
State Street July 1989 - February 2009
Masssachusetts General Hospital January 1990 - June 2004
Skills
Fixed Income, Equities, Risk Management, Business Analysis, Mutual Funds, Securities, Asset Allocation, Asset Management, Financial Services, Portfolio Management, Investments, Back Office, Series 7, Trading
Education
Hampton University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston Latin High School 1980 — 1985
High School Diploma, College Preparatory High School
Macys October 2010 - Present
Virginia Department of Alcohol Beverage Control June 2011 - September 2013
State Street July 1989 - February 2009
Masssachusetts General Hospital January 1990 - June 2004
Skills
Fixed Income, Equities, Risk Management, Business Analysis, Mutual Funds, Securities, Asset Allocation, Asset Management, Financial Services, Portfolio Management, Investments, Back Office, Series 7, Trading
Education
Hampton University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston Latin High School 1980 — 1985
High School Diploma, College Preparatory High School
JIEYING PENG's State Street Experience September 2013 - July 2015
Job Fund Administrator/Financial Reporting Associate II at State Street
Industry Financial Services
Experience
State Street September 2013 - July 2015
State Street July 2011 - September 2013
Scottrade February 2009 - July 2011
Beijing Pinjin Investment Management Co., LTD May 2010 - September 2010
L.C. Smith - Student Records Office January 2008 - May 2010
Industrial and Commercial Bank of China Ltd. June 2009 - August 2009
eBay June 2005 - August 2008
Session Film Production May 2007 - June 2007
Skills
Chinese(Mandarin), Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Financial Analysis, Accounting
Education
Syracuse University 2006 — 2010
BS, Finance, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
School of Management, Accounting and Finance
Hack Reactor
State Street September 2013 - July 2015
State Street July 2011 - September 2013
Scottrade February 2009 - July 2011
Beijing Pinjin Investment Management Co., LTD May 2010 - September 2010
L.C. Smith - Student Records Office January 2008 - May 2010
Industrial and Commercial Bank of China Ltd. June 2009 - August 2009
eBay June 2005 - August 2008
Session Film Production May 2007 - June 2007
Skills
Chinese(Mandarin), Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Financial Analysis, Accounting
Education
Syracuse University 2006 — 2010
BS, Finance, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
School of Management, Accounting and Finance
Hack Reactor
David Kenny's State Street Experience June 2004 - September 2011
Job Global Head of Operational Risk at State Street Global Markets and State Street Global Exchange
Industry Financial Services
Experience
State Street Global Markets June 2012 - Present
State Street Global Markets October 2011 - June 2012
State Street June 2004 - September 2011
State Street Investment Manager Solutions September 2001 - June 2004
Schroders January 1998 - September 2001
NatWest Bank 1995 - 1998
Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance
Education
Griffith College Dublin 1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy
State Street Global Markets June 2012 - Present
State Street Global Markets October 2011 - June 2012
State Street June 2004 - September 2011
State Street Investment Manager Solutions September 2001 - June 2004
Schroders January 1998 - September 2001
NatWest Bank 1995 - 1998
Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance
Education
Griffith College Dublin 1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy
Jay Ritchie's State Street Experience June 1991 - July 1995
Job Creative Play & Early Learning Expert
Industry Education Management
Experience
The Toy Box July 2004 - Present
Skills for Living April 2013 - Present
A-Ha Learning Partners April 2005 - January 2006
Hands On Toys July 2002 - June 2004
Jumpstart October 2001 - March 2002
WGBH Educational Foundation February 1998 - September 2001
National Multiple Sclerosis Society - Massachusetts Chapter January 1996 - October 1997
United Way of Massachusetts Bay August 1995 - December 1995
State Street June 1991 - July 1995
Combined Insurance December 1989 - September 1990
Skills
Non-profits, Community Outreach, Fundraising, Program Development, Public Speaking, Volunteer Management, Staff Development, Event Planning, Research, Social Media, Editing
Education
Lesley University 2010 — 2012
M.Ed. Self-Designed Master's Degree, Child Development
Hartwick College 1985 — 1989
B.A., Management
The Toy Box July 2004 - Present
Skills for Living April 2013 - Present
A-Ha Learning Partners April 2005 - January 2006
Hands On Toys July 2002 - June 2004
Jumpstart October 2001 - March 2002
WGBH Educational Foundation February 1998 - September 2001
National Multiple Sclerosis Society - Massachusetts Chapter January 1996 - October 1997
United Way of Massachusetts Bay August 1995 - December 1995
State Street June 1991 - July 1995
Combined Insurance December 1989 - September 1990
Skills
Non-profits, Community Outreach, Fundraising, Program Development, Public Speaking, Volunteer Management, Staff Development, Event Planning, Research, Social Media, Editing
Education
Lesley University 2010 — 2012
M.Ed. Self-Designed Master's Degree, Child Development
Hartwick College 1985 — 1989
B.A., Management
Jason Frady's State Street Experience September 1998 - September 2007
Job Sr. Manager Performance Measurement
Industry Financial Services
Experience
Columbia Management November 2011 - Present
Columbia Management 2010 - November 2011
Columbia Management March 2008 - May 2010
State Street September 1998 - September 2007
Skills
GIM, MoneyMate, Wilshire IQ, FactSet, Performance, Microsoft Excel, Bloomberg, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Equities, Hedge Funds, Financial Services, Management, Financial Analysis
Education
Greensboro College 1993 — 1997
BA, Religion and Philosophy
WGHS 1990 — 1993
High School Diploma
Columbia Management November 2011 - Present
Columbia Management 2010 - November 2011
Columbia Management March 2008 - May 2010
State Street September 1998 - September 2007
Skills
GIM, MoneyMate, Wilshire IQ, FactSet, Performance, Microsoft Excel, Bloomberg, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Equities, Hedge Funds, Financial Services, Management, Financial Analysis
Education
Greensboro College 1993 — 1997
BA, Religion and Philosophy
WGHS 1990 — 1993
High School Diploma
Varsha Patel, MBA's State Street Experience January 2007 - July 2011
Job Accounting professional
Industry Financial Services
Experience
Booz Allen Hamilton January 2013 - Present
State Street January 2007 - July 2011
First Financial Credit Union March 2007 - June 2007
Sovereign Bank Inc January 2002 - January 2007
Skills
Account Reconciliation, Portfolio Management, Auditing, General Ledger, Accounting
Education
Monmouth University
MBA, Accounting
Gujarat University
BBA, Finance
Booz Allen Hamilton January 2013 - Present
State Street January 2007 - July 2011
First Financial Credit Union March 2007 - June 2007
Sovereign Bank Inc January 2002 - January 2007
Skills
Account Reconciliation, Portfolio Management, Auditing, General Ledger, Accounting
Education
Monmouth University
MBA, Accounting
Gujarat University
BBA, Finance
Elizabeth Leitzmann's State Street Experience June 2013 - August 2013
Job Staff Accountant at Grace Chapel
Industry Accounting
Experience
Grace Chapel August 2015 - Present
Grace Chapel June 2015 - August 2015
Gordon College September 2011 - May 2015
State Street June 2013 - August 2013
Affinity Home Health Care June 2011 - January 2013
Affinity Home Health Care May 2012 - August 2012
Technical Choices Inc. March 2008 - June 2010
Skills
Data Entry, Data Analysis, Online Research, Applicant Tracking..., Administrative..., Accounting, Bookkeeping, Financial Analysis, Facebook, Social Media, Analysis, Microsoft Office, Teaching, Microsoft Excel, PowerPoint, Microsoft Word
Education
Gordon College 2011 — 2015
BS in Progress, Accounting & Business Administration; Concentration in International Business; Minor in German, GPA to date: 3.64
Oliver Ames High School 2007 — 2011
John F. Kennedy School 2010 — 2011
Senior
Grace Chapel August 2015 - Present
Grace Chapel June 2015 - August 2015
Gordon College September 2011 - May 2015
State Street June 2013 - August 2013
Affinity Home Health Care June 2011 - January 2013
Affinity Home Health Care May 2012 - August 2012
Technical Choices Inc. March 2008 - June 2010
Skills
Data Entry, Data Analysis, Online Research, Applicant Tracking..., Administrative..., Accounting, Bookkeeping, Financial Analysis, Facebook, Social Media, Analysis, Microsoft Office, Teaching, Microsoft Excel, PowerPoint, Microsoft Word
Education
Gordon College 2011 — 2015
BS in Progress, Accounting & Business Administration; Concentration in International Business; Minor in German, GPA to date: 3.64
Oliver Ames High School 2007 — 2011
John F. Kennedy School 2010 — 2011
Senior
Michael Triano's State Street Experience June 2011 - August 2011
Job Internal Auditor at Waddell & Reed
Industry Accounting
Experience
Waddell & Reed March 2015 - Present
Waddell & Reed June 2012 - March 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Education
Graceland University 2008 — 2012
Business Administration, Accounting, Spanish
Waddell & Reed March 2015 - Present
Waddell & Reed June 2012 - March 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
Education
Graceland University 2008 — 2012
Business Administration, Accounting, Spanish
David Phelan's State Street Experience March 2012 - Present
Job Risk Analyst at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
State Street October 2010 - March 2012
State Street June 2009 - October 2010
Merrill Lynch September 2007 - June 2009
Skills
Financial Analysis, Risk Management, Financial Reporting, Investments, Market Risk, Finance, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Data Analysis, Strategic Planning, Financial Risk
Education
Boston University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hamilton College 2003 — 2007
B.A., World Politics & Religious Studies
University of Cape Town 2007 — 2007
Literature & Humanities
State Street March 2012 - Present
State Street October 2010 - March 2012
State Street June 2009 - October 2010
Merrill Lynch September 2007 - June 2009
Skills
Financial Analysis, Risk Management, Financial Reporting, Investments, Market Risk, Finance, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Data Analysis, Strategic Planning, Financial Risk
Education
Boston University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hamilton College 2003 — 2007
B.A., World Politics & Religious Studies
University of Cape Town 2007 — 2007
Literature & Humanities
Cory Bouchard's State Street Experience 2009 - 2009
Job Systems Administrator
Industry Information Technology and Services
Experience
Advent International August 2012 - December 2013
Boston Public Health Commission July 2011 - August 2012
New Balance 2010 - 2011
State Street 2009 - 2009
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, JavaScript, HTML, Troubleshooting, Windows
Education
Gibbs College-Boston 2002 — 2004
Associate of Applied Science, Computer Network Operations
Advent International August 2012 - December 2013
Boston Public Health Commission July 2011 - August 2012
New Balance 2010 - 2011
State Street 2009 - 2009
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, JavaScript, HTML, Troubleshooting, Windows
Education
Gibbs College-Boston 2002 — 2004
Associate of Applied Science, Computer Network Operations
Laura Lettiere's State Street Experience January 1999 - October 2003
Job Accounting Professional
Industry Accounting
Experience
State Street January 1999 - October 2003
DM January 1998 - December 1998
Today's Temporaries February 1993 - November 1995
Education
Georgian Court University 1995 — 1998
BS, Accounting
State Street January 1999 - October 2003
DM January 1998 - December 1998
Today's Temporaries February 1993 - November 1995
Education
Georgian Court University 1995 — 1998
BS, Accounting
Suman Gopalpet's State Street Experience June 2005 - June 2011
Job Senior Systems and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Wipro Technologies December 2005 - June 2011
State Street June 2005 - June 2011
BSR IT Solutions Private Limited June 2005 - December 2005
Skills
WebSphere Application..., Unix, Websphere, Middleware, Siteminder, Agile Methodologies, PL/SQL, Web Services, AIX, Tomcat, Solaris, XML, Java, ClearCase, SQL, Oracle, BMC Remedy, Buildforge, CCNA, Autosys, JBoss Application Server, Hibernate, Unix Shell Scripting, UML, JMS, SDLC, SOA
Education
Glasgow Caledonian University 2002 — 2004
MS, Advanced Computer Networking
S.R.K.R Enginnering College 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Sainik school Korukonda
Fidelity Investments June 2011 - Present
Wipro Technologies December 2005 - June 2011
State Street June 2005 - June 2011
BSR IT Solutions Private Limited June 2005 - December 2005
Skills
WebSphere Application..., Unix, Websphere, Middleware, Siteminder, Agile Methodologies, PL/SQL, Web Services, AIX, Tomcat, Solaris, XML, Java, ClearCase, SQL, Oracle, BMC Remedy, Buildforge, CCNA, Autosys, JBoss Application Server, Hibernate, Unix Shell Scripting, UML, JMS, SDLC, SOA
Education
Glasgow Caledonian University 2002 — 2004
MS, Advanced Computer Networking
S.R.K.R Enginnering College 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Sainik school Korukonda
Barbara Scully-Farrer's State Street Experience July 2013 - December 2013
Job Supervisor Private Equity
Industry Financial Services
Experience
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Nayana Patel's State Street Experience 1996 - 2013
Job QA Test Team Lead at State Street Corporation
Industry Financial Services
Experience
State Street Corporation January 1996 - Present
State Street 1996 - 2013
State Street 1992 - 1996
State Street 1988 - 1992
BAYBANKS (BANK OF AMERICA) 1985 - 1988
Skills
Testing, Software Quality..., Securities, Corporate Actions, Fixed Income, Mutual Funds, User Acceptance Testing, Equities, SDLC, Middle Office, Business Requirements, Fund Accounting, Process Improvement, Requirements Gathering, Quality Assurance, Analysis, Test Cases, Test Planning
Education
Gujarat University
State Street Corporation January 1996 - Present
State Street 1996 - 2013
State Street 1992 - 1996
State Street 1988 - 1992
BAYBANKS (BANK OF AMERICA) 1985 - 1988
Skills
Testing, Software Quality..., Securities, Corporate Actions, Fixed Income, Mutual Funds, User Acceptance Testing, Equities, SDLC, Middle Office, Business Requirements, Fund Accounting, Process Improvement, Requirements Gathering, Quality Assurance, Analysis, Test Cases, Test Planning
Education
Gujarat University
Brian Garvey's State Street Experience February 2013 - August 2013
Job NAV Analysis Team Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2013 - June 2015
State Street February 2013 - August 2013
State Street November 2010 - February 2013
State Street February 2008 - November 2010
Skills
Mutual Funds, Accounting, Microsoft Excel, Microsoft Office, Operations Management, Finance, Auditing, Fixed Income
Education
Northeastern University 2010 — 2016
Master of Business Administration (MBA)
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Management
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2013 - June 2015
State Street February 2013 - August 2013
State Street November 2010 - February 2013
State Street February 2008 - November 2010
Skills
Mutual Funds, Accounting, Microsoft Excel, Microsoft Office, Operations Management, Finance, Auditing, Fixed Income
Education
Northeastern University 2010 — 2016
Master of Business Administration (MBA)
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Management
Austin Urkiel's State Street Experience May 2014 - May 2015
Job Sales Coordinator at Consolidated Health Plans
Industry Marketing and Advertising
Experience
Consolidated Health Plans May 2015 - Present
State Street May 2014 - May 2015
FMC Ice Sports August 2013 - April 2015
Olympia Sports August 2011 - August 2013
Springfield Falcons October 2012 - April 2013
Stop & Shop May 2008 - September 2011
Skills
Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Interpersonal Skill, Problem Solving, Communication Skills, Sales, Long-term Customer..., Merchandising, Training, Marketing, Microsoft Office, Time Management, PowerPoint, Communication
Education
University of Massachusetts, Amherst 2013 — 2015
Bachelor's degree, Marketing
Greenfield Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Consolidated Health Plans May 2015 - Present
State Street May 2014 - May 2015
FMC Ice Sports August 2013 - April 2015
Olympia Sports August 2011 - August 2013
Springfield Falcons October 2012 - April 2013
Stop & Shop May 2008 - September 2011
Skills
Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Interpersonal Skill, Problem Solving, Communication Skills, Sales, Long-term Customer..., Merchandising, Training, Marketing, Microsoft Office, Time Management, PowerPoint, Communication
Education
University of Massachusetts, Amherst 2013 — 2015
Bachelor's degree, Marketing
Greenfield Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Darren Johnston's State Street Experience January 2014 - Present
Job Global Head Business Solution Analysis
Industry Financial Services
Experience
State Street January 2014 - Present
Skills
Agile Methodologies, Equities, Financial Services, Derivatives, Fixed Income, Scrum, Mutual Funds, Series 63, Alternative Investments, Series 7, Corporate Actions, Analysis
Education
Hamilton College 1994 — 1999
Bachelor of Arts (BA), Economics
Northwood Prep 1993 — 1994
State Street January 2014 - Present
Skills
Agile Methodologies, Equities, Financial Services, Derivatives, Fixed Income, Scrum, Mutual Funds, Series 63, Alternative Investments, Series 7, Corporate Actions, Analysis
Education
Hamilton College 1994 — 1999
Bachelor of Arts (BA), Economics
Northwood Prep 1993 — 1994
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.