State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Triage Business Systems 2004 - Present
Fidelity Investments 2003 - 2004
State Street 2000 - 2003
Skills
Product Management, Agile Methodologies, Product Development, Product Marketing, Cross-functional Team..., Consultative Sales..., Market Development, Go-to-Market Strategy, Consumer Segmentation, Product Launch Programs, Social Media Marketing, Business Analysis, CRM, Software Project...
Education
Harvard Extension School 1999 — 2000
Non-degree study, C++, Java
McKinley Investment Group LLC May 2014 - Present
State Street January 2013 - May 2014
Broadridge Financial Solutions January 2011 - June 2012
Broadridge Financial Solutions March 2010 - January 2011
Broadridge Financial Solutions November 2006 - March 2010
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Financial Reporting, Alternative Investments, Hedge Funds, Fund Accounting, Anti Money Laundering, Real Estate Investor, Commercial Real Estate..., Sales, Investment Properties
Education
Harvard Extension School 2011 — 2012
Newbury College 2006 — 2010
Bachelor's Degree, Finance and Financial Management Services
ZS Associates June 2015 - Present
State Street June 2014 - May 2015
Skills
PowerPoint, Microsoft Excel, Public Speaking, Research, Microsoft Office, Tableau, SAS, SPSS
Education
Harvard University 2012 — 2016
Bachelor's Degree, Neurobiology
Drawbridge Inc. January 2015 - Present
RadiumOne August 2013 - January 2015
State Street December 2012 - August 2013
Harvard University Center for Nanoscale Systems September 2010 - May 2012
Phipps Community Development Corporation June 2011 - August 2011
American Cancer Society June 2009 - August 2009
Skills
Data Analysis, SQL, Tableau, Microsoft Excel, Digital Media, Real-Time Bidding, Research, Optimization, Strategy, Economics, Stata, Public Policy, SPSS, Bloomberg, Salesforce.com, Online Advertising, PowerPoint
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics, Anthropology
Sheldon High School 2004 — 2008
Valedictorian
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Cambridge Franchise Partners October 2013 - May 2014
State Street June 2013 - August 2013
Education
Harvard University 2010 — 2015
A.B., Economics, History
American School of Kuwait 2006 — 2010
High School Diploma, AP Diploma, General
MÁS Advisors LLC March 2014 - Present
March of Dimes February 2013 - February 2014
Hacher Uhren February 2011 - August 2011
State Street July 2009 - March 2010
Skills
Social Media, Microsoft Excel, Marketing, Advertising, English, Databases, PowerPoint, Microsoft Office, Market Research, Microsoft Word, Teamwork, Event Planning, Marketing Communications
Education
Hochschule Reutlingen 2010 — 2012
BSc. International Management, International Business Management
Northeastern University 2007 — 2012
Bachelor of Science Degree, International Business; Management Information Systems; German
St. Joseph Hill AcademyStaten 2003 — 2007
High School Diploma
Fidelity Investments April 2012 - Present
Fidelity Investments July 1998 - April 2012
State Street January 1997 - July 1998
Mastech September 1995 - December 1996
Vizag Steel December 1991 - August 1995
Skills
Testing, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Scrum, Unix, Quality Center, Waterfall, IT Service Management, Test Automation, Oracle, ClearQuest, SOA, Technical Leadership, Websphere, Agile Project Management, Software Quality..., Release Management, Integration, Test Planning, Enterprise Architecture, DB2, Test Management, System Testing, User Acceptance Testing, Web Services, Requirements Gathering, Software Development, IT Project & Program..., Cross-functional Team...
Education
Harvard University 2006 — 2007
Specialized Training, Computer Science
Northeastern University 1999 — 2000
Diploma, Management Information System
Orissa University of Agriculture and Technology 1987 — 1991
BS, Electrical Engineering
GMO March 2015 - Present
State Street June 2014 - March 2015
AIESEC January 2014 - May 2014
AIESEC January 2012 - May 2014
The Pink Ribbon July 2013 - December 2013
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Tabor Academy September 2008 - June 2009
Skills
Microsoft Excel, Accounting, Finance, Financial Reporting, PowerPoint, Microsoft Office, Problem Solving, Expense Reports, Event Planning, Social Media, Microsoft Word, Economics, Leadership, Marketing, Outlook, Mac, MCH, Team Leadership, Customer Service, Public Speaking, Mac OS X, Research
Education
The George Washington University 2011 — 2014
Bachelor of Business Administration, Finance, 3.5
Hobart and William Smith Colleges 2010 — 2011
Tabor Academy 2006 — 2010
Altamont Capital Partners January 2015 - Present
Altamont Capital Partners January 2014 - April 2014
BISON.co June 2013 - August 2013
State Street June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
Capital Markets, Social Networking, Coaching, Team Building, Entrepreneurship, Data Analysis, Economics, Valuation, Financial Modeling, Private Equity, Public Speaking, Financial Analysis, Leadership
Education
Harvard University 2009 — 2013
Economics
Oaks Christian School 2005 — 2009
Evercore June 2014 - Present
Credit Suisse June 2013 - August 2013
State Street June 2012 - August 2012
Harvard Student Agencies September 2011 - June 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Stata, Bloomberg, Microsoft Word, Microsoft Excel, Investment Banking, Finance, Mergers & Acquisitions, Economics, Valuation
Education
Harvard University 2010 — 2014
A.B., cum laude in Economics, 3.8
London School of Economics 2011 — 2011
Finance, A+
Franklin High School 2006 — 2010
4.0
Johnson & Johnson Health Care Systems Inc. February 2013 - Present
Johnson & Johnson Health Care Systems Inc. May 2010 - February 2013
Johnson & Johnson Health Care Systems Inc. March 2008 - May 2010
State Street April 2006 - March 2008
Skills
SAP, GDMS, BRAVO, EFS,..., Accounting, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Financial Analysis, SAP
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2004
Bachelor Science, Accounting
Raritan Valley Community College
Hawaii Pacific University
The Richardson Company April 2010 - Present
State Street Global Advisors (SSgA) January 2002 - March 2010
State Street Global Advisors (SSgA) May 1996 - January 2002
State Street July 1992 - April 1996
State Street August 1987 - June 1992
Bank of New England September 1985 - August 1987
Bradford Trust Company May 1984 - August 1985
Skills
Coaching, CRM, Negotiation, Sales, Strategy, Qualifying Prospects, Asset Managment, Relationship Management, Financial Services, Investments, Equities, Investment Management, Asset Management, Selling, Training, Business Development, Business Strategy, Management, Banking, Program Management, Leadership, Sales Process, Consulting
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
M.B.A., Management and Marketing
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
B.S., Finance
Harvard Law School 2014 — 2014
Harvard Negotiation Institute
State Street December 2014 - Present
State Street August 2014 - Present
State Street August 2013 - July 2014
Goebel Liquor 2012 - June 2013
Newman University August 2012 - December 2012
Highland Community College June 2009 - May 2010
Skills
Leadership, Microsoft Word, PowerPoint, Time Management, Superior Work Ethic, Microsoft Excel, Dependable Team Player, Accounting, Highly motivated..., Problem Solving, Leadership Development, Mentoring New Hires, PAM for Securities, Coaching, Customer Service, Public Speaking
Education
Newman University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Highland Community College 2008 — 2010
Associate of Arts (A.A.), General Studies
McKinsey & Company October 2014 - Present
Fidelity Investments + IDEO June 2014 - August 2014
State Street June 2013 - August 2013
Harvard Business School Edmond J. Safra Center for Ethics January 2013 - May 2013
Phillips Brooks House Association Inc. June 2012 - August 2012
Harvard University Department of Government May 2012 - August 2012
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology
Neuqua Valley High School 2007 — 2011
High School
Harvard Business School August 2014 - Present
Strategy&, part of the PwC network (formerly Booz & Company) June 2015 - August 2015
Lumos Labs (Lumosity) June 2013 - July 2014
BlackRock August 2011 - June 2013
State Street 2010 - 2010
Skills
Stata, Bloomberg, Statistics, Bloomberg Terminal, Stochastic Calculus, Statistical Arbitrage, R, Matlab, SQL, VBA, Microsoft Excel, Mathematica, Data Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), Section A
Harvard University 2007 — 2011
BA, Applied Mathematics/Statistics
Northeastern University August 2012 - Present
Harvard University August 2010 - August 2012
State Street June 2009 - August 2009
Education
Harvard University 2006 — 2010
B.A., Economics
Apex Clean Energy September 2012 - Present
U.S. Department of Energy Loan Guarantee Program May 2009 - September 2012
State Street 2010 - 2010
Epuron May 2008 - September 2008
TDI Group, Ltd. November 2003 - September 2005
BearingPoint Consulting June 2002 - November 2003
Deloitte June 2000 - May 2002
Skills
English, Serbo-Croat:..., Russian, Czech, French:..., Due Diligence, Underwriting, Project Finance, Credit Analysis, Financial Modeling, Renewable Energy, Valuation, Energy, French, Wind, Analysis, Corporate Finance, Investments, Business Planning, Finance, Financial Structuring, Restructuring, Equities, Solar Energy, Cleantech, Emerging Markets, Venture Capital, Private Equity, Structured Finance, Mergers & Acquisitions, Debt Restructuring, Capital Markets, Strategy, Portfolio Management, Economics, Energy Policy, Sustainable Energy, Investment Banking, Financial Analysis, Equity Valuation, Biofuels, Asset Management, Alternative Energy, Energy Efficiency, Public/private..., Commodity Markets, Economic Development, Microfinance, Climate Change, International Business, Latin America, Sustainability, International Finance
Education
Tufts University - The Fletcher School of Law and Diplomacy 2007 — 2010
M.A., Business Law, Environmental Policy
Harvard University 2006 — 2009
A.M., Regional Studies--Russia, Eastern Europe, Central Asia
Pomona College 1996 — 2000
BA, Economics, French
State Street July 2014 - Present
State Street June 2013 - August 2013
ACI Worldwide June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Securities Lending, Bloomberg Terminal, US Equities, ETFs, Microsoft Office, Stata, PowerPoint, Data Analysis, Financial Reporting, Product Development, College Football, Teamwork, Leadership, Oracle SQL Developer
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
University School 2006 — 2010
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Private Equity January 2015 - Present
Affordable Home Improvement January 2009 - January 2015
UC Funding, Debt & Equity Investment Fund February 2013 - May 2013
UMass Boston September 2012 - May 2013
State Street August 2011 - December 2011
Skills
Financial Modeling, Corporate Finance, Strategic Management, Investments, Project Management, Project Planning, Project Coordination, Valuation, DCF Valuation, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Sales, PowerPoint, English, Teamwork, Data Analysis, Entrepreneurship, Finance, Start-ups, Analysis
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Management / Finance
Harvard University 2012 — 2012
Marketing/Marketing Management, General
Oxford University 2012 — 2012
International Economics
The Pine Street Inn October 2011 - May 2014
Green Willow Global Advisors February 2010 - November 2013
The Correlates of Human Trafficking Project at the University of Massachusetts Boston April 2011 - September 2013
Beth Israel Deaconess Medical Center July 2011 - August 2012
Harvard University November 2009 - September 2011
US Army May 2001 - May 2009
State Street July 2000 - November 2002
United States Marine Corps 1992 - 1995
Skills
Policy Analysis, Policy, Human Rights, Government, International Relations, Research, Analysis, Conflict Resolution, International..., Public Policy, Social Services, Program Evaluation, Management, Program Development, Change Management, Military, Diplomacy, Political Science, Foreign Policy, Intelligence Analysis, Mediation, Project Management, Personnel Management, Motivational..., Peacebuilding, Risk Assessment, Conflict Management, Negotiation, Project Planning, Risk Management, SPSS, Affirmative Action, Risk Mitigation, Predictive Analytics, Substance Abuse..., Research Design, Leadership Mentoring, Research Project..., Project Implementation, Decision Management, Operations Management, Human Capital Management, Predictive Modeling, Workflow Analysis, Six Sigma, HRIS, Peacekeeping, HR Policies, EEO compliance, Process Improvement
Education
John W. McCormack Graduate School of Policy and Global Studies, University of Massachusetts Boston 2009 — 2012
Master of Science Public Affairs, International Relations
John W. McCormack Graduate School of Policy and Global Studies, University of Massachusetts Boston 2010 — 2012
Graduate Cerificate in Conflict Resolution, International and Intranational Conflict
Harvard University 2003 — 2009
Non Degree, Extension and Summer School
University of Massachusetts Boston 1998 — 2000
BA Magna Cum Laude, History, CAS International Relations
College of Advancing and Professional Studies, University of Massachusetts Boston
Certificate of Completion, Addiction Counselor Education Program
W.P. Davidson
Kane Street Capital June 2014 - December 2014
Astellon Capital Partners January 2014 - January 2014
State Street June 2013 - August 2013
Morgan Stanley March 2010 - July 2012
GCI Management July 2007 - March 2010
Lazard August 2009 - November 2009
Bodystore.at July 2004 - October 2006
ComGuard June 2004 - August 2004
ComGuard June 2003 - August 2003
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2005 — 2010
BSc.
Harvard University 2009 — 2009
Study Abroad
UC Berkeley 2008 — 2008
Study Abroad
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
Addenda Capital Inc June 2011 - Present
State Street February 2007 - June 2011
Montreal Exchange July 2001 - February 2007
National Bank of Canada 1993 - June 2001
Skills
Securities, Capital Markets, Investments, Derivatives, Hedge Funds, Equities, Asset Management, Mutual Funds, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Mergers & Acquisitions, Financial Markets, Risk Management, Corporate Finance, Portfolio Management, Bonds, Securities Regulation, Corporate Governance
Education
Université de Sherbrooke 1988 — 1990
L.l.b., Law
HEC Montréal 1984 — 1988
BAA, Finance
HEC Montréal 1984 — 1988
baa
College Brebeuf
JPMorgan Chase & Co. May 2015 - Present
State Street January 2012 - May 2015
Group 5pos January 2014 - January 2015
State Street Bank August 2009 - January 2012
Skills
Bloomberg, Mutual Funds, Fixed Income, Investments, Bloomberg Terminal, Asset Management, Valuation, Financial Analysis, Securities, Equities, Fund Accounting, Derivatives, Bonds, Corporate Actions, Fund Administration, Financial Services, Alternative Investments, Banking
Education
University of Massachusetts Boston 2006 — 2010
Bachelors of Science in Business Management, Finance
Harvard Extension School
Master's Degree, Finance and Financial Management Services
The Harvard Advocate 2014 - Present
Institute of Politics Student Advisory Committee 2014 - Present
Bessemer Venture Partners June 2015 - August 2015
Strong Women, Strong Girls September 2013 - 2015
State Street June 2014 - August 2014
Clear Ballot Group May 2013 - July 2013
Fly It Forward September 2011 - March 2013
Skills
Public Speaking, Microsoft Excel, Business Analysis, Teaching, Aviation, Social Media Marketing, Mathematica, Stata, CAD, Keynote, Nonprofits, Leadership, Event Planning, Microsoft Office, Research, Social Media, Tableau, Data Analysis, SQL, Python, QlikView, OCaml, Machine Learning
Education
Harvard University
Applied Mathematics (Government & Computer Science)
Raisbeck Aviation High School
Ropes & Gray LLP January 2015 - Present
University of Connecticut School of Law Intellectual Property and Entrepreneurship Clinic August 2013 - December 2013
The Hartford June 2013 - July 2013
United Technologies July 2012 - July 2012
Shipman & Goodwin LLP June 2012 - July 2012
State Street January 2011 - July 2011
State Street July 2008 - January 2011
MataHari: Eye of the Day June 2008 - July 2008
First Choice Realty May 2007 - October 2007
Skills
Mutual Funds, Westlaw, Microsoft Excel, PowerPoint, Real Estate, Negotiation, Research
Education
The University of Connecticut School of Law 2011 — 2014
J.D., Law
Harvard University 2009 — 2009
Division of Continuing Education, Graduate Courses
Tufts University 2004 — 2008
Bachelor of Arts, Economics and Chinese
Zhejiang University 2006 — 2007
Study Abroad, Chinese
State Street June 2015 - Present
Breslow Starling Frost Warner Boger Hiatt, PLLC February 2015 - April 2015
HBO June 2014 - August 2014
Martha Stewart Living Omnimedia May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Time Management, Relationship Building, Microsoft Word
Education
High Point University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Camilo Hernandez District one State Rep. Campaign - Boston, MA December 2014 - March 2015
Nfarra2 August 2014 - March 2015
State Street 2010 - 2013
Skills
Finance, Securities, Mutual Funds, Investments, Fixed Income, Customer Service, Rates, Presentations, Public Speaking, Interpreting, Translation, Workshop Facilitation, Campaign Strategies, Facilitation, Campaign Strategy..., Grassroots Development, Mobilizing, Motivational Speaking, Political Campaigns, Political Strategy
Education
Harvard Extension School
Bachelor's degree, Political Science and Government
Year Up, Inc 2010 — 2011
Technical Certificate in Business Administration
Harvard University September 2015 - Present
Blue Cross Blue Shield of Massachusetts May 2015 - August 2015
Los Angeles Clippers December 2014 - May 2015
State Street June 2014 - August 2014
Dowd Medical Associates May 2013 - August 2013
St. John's Preparatory School 2008 - 2012
Skills
Microsoft Excel, Microsoft Access, Stata, R, Mathematica, Matlab, Business Analysis, Data Analysis, Data Entry, Mathematics Education, Statistics, Quantitative Analytics, Access, SAS, Microsoft Word, PowerPoint
Education
Harvard University 2012 — 2016
Statistics
Odyssey Search Partners Inc. August 2014 - Present
Manchester Monarchs/ Ontario Reign October 2011 - March 2014
State Street June 2010 - August 2010
Law Offices of McKinnon & Harwood, LLC June 2009 - August 2009
Skills
Procurement, Social Media, Management, Event Planning, Sports Marketing, Athletics, Public Speaking, Nonprofits, PowerPoint, Sports, Fundraising, Microsoft Excel, Finance, Event Management, Business Development, Coaching, Research, Marketing
Education
Harvard University 2007 — 2011
Bachelor of Arts (BA), Sociology
Noble and Greenough School 2003 — 2006
State Street April 2014 - Present
State Street October 2013 - April 2014
State Street Associates June 2012 - October 2013
State Street Associates March 2010 - June 2012
Brown Mackie College June 2009 - March 2010
HEBARD SEARCH PARTNERS May 2009 - March 2010
Slayton Search Partners September 2007 - May 2009
Monitor Group January 2005 - September 2007
BITPIPE, INC February 2004 - January 2005
VITIVITY, INC November 2001 - February 2003
Skills
Public Speaking
Education
Harvard University 1993 — 1999
AB, Psychology
kate spade new york June 2014 - Present
Bloomingdale's June 2015 - July 2015
State Street June 2014 - August 2014
Tommy Hilfiger May 2014 - June 2014
Coach April 2014 - May 2014
Twin Lakes Global Advisors February 2014 - May 2014
Harvard Student Agencies May 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
Vogue July 2011 - August 2011
Skills
Fashion, Spanish, Sales, Merchandising, E-commerce, Stata, Economics, PowerPoint, Microsoft Excel, French, Social Media, Microsoft Word, Chinese, Data Analysis, Microsoft Office, Research, Public Speaking, Leadership
Education
Harvard University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Groton School 2007 — 2012
Downe House School 2005 — 2007
Canadian International School of Hong Kong 1998 — 2005
Centre Fitness October 2014 - Present
The Sports Club/LA February 2013 - September 2014
Town Sports International 2009 - March 2013
State Street January 2008 - September 2009
Skills
Training, Personal Training, Strength Training, Coaching, Fitness Training, Fitness, PowerPoint, Public Speaking, Sports, Event Planning, Microsoft Excel, Weight Training, Wellness, Nutrition, Non-profits, Marketing
Education
Hobart and William Smith Colleges
Milton Academy
Financial Engines March 2013 - June 2015
Retirement Educators, Inc October 2011 - March 2013
The Boston Company Asset Management LLC 2006 - 2009
Rockland Trust Company 2003 - 2006
MetLife 2000 - 2002
PUTNAM INVESTMENTS, Boston, MA 1996 - 2000
State Street 1991 - 1996
State Street Bank 1987 - 1991
Lexington Insurance Company 1977 - 1987
Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management
Education
Harvard University 1987 — 1990
CSS
University of Massachusetts Boston
Bachelor's Degree
State Street September 2013 - March 2015
Kayem Foods, Inc. June 2013 - August 2013
Kayem Foods Inc. November 2011 - January 2012
ITW Devcon June 2011 - August 2011
Mac Gray Corporation June 2010 - August 2010
Belmont Medical Assoc 2007 - 2009
Skills
Leadership, Teamwork, Communication Skills, Microsoft Excel, Management, Team Leadership, Sports, Public Speaking, Social Skills, Marketing, Social Media, Microsoft Office, MS Project, Microsoft Word, Social Networking, Recruiting, Accounting, Coaching, PowerPoint, Prezi, Market Research
Education
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Belmont High School 2005 — 2009
Self-Employed April 2012 - Present
Partners Empowering Neighborhoods (Harvard University) January 2013 - January 2014
State Street September 2012 - August 2013
Burns High School April 2011 - June 2012
Skills
Homelessness, Motivation, Organization, Custodial Work, Education, Public Speaking
Education
Harvard University 2012 — 2017
Bachelor's Degree, Linguistics
Museum of Science August 2000 - Present
Julia Computer Consulting LLC September 1996 - Present
Brownsberger for Congress June 2013 - August 2013
Jewish Vocational Service Boston MA September 2000 - June 2013
UPS June 1999 - August 2003
Fidelity Investments Tempworks June 1993 - April 1998
State Street October 1987 - March 1992
Skills
Databases, SQL, MySQL, Database Design, Software Development, Consulting, Software Development..., Access, Microsoft SQL Server, PHP, phpMyAdmin, ASP, ColdFusion, ASP.NET, CGI/Perl, Visual Basic, Microsoft Excel, Community Outreach, Volunteer Management, Nonprofits, Higher Education, Career Counseling, Program Management, JavaScript, Program Development, Web Design, Dreamweaver, E-commerce, Fundraising, Resume Writing, Grant Writing
Education
Harvard University 1989 — 1994
C.S.S., Business Administration and Management
Smartquipment August 2012 - Present
State Street April 2007 - Present
EF Education First November 2006 - April 2007
Skills
Social Networking
Education
HEC Lausanne - School of Business 2003 — 2006
Bachelor of Science (B.Sc.), Marketing/Marketing Management, General
UnitedHealth Group July 2015 - Present
Cognizant Technology Solutions August 2009 - July 2015
Chesapeake Benefit Partners October 2006 - August 2009
Infogix February 2000 - April 2004
Putnam Investments August 1999 - December 1999
Compaq May 1999 - August 1999
State Street March 1998 - March 1999
EDS, an HP Company February 1995 - May 1996
Skills
Strategy, Financial Services, Requirements Analysis, Business Analysis, Certified Scrum Master..., Requirements Gathering, Training, SDLC, Software Project..., Business Requirements, Analysis, User Acceptance Testing, Systems Analysis, Project Management, Program Management, Agile Project Management, Agile & Waterfall...
Education
University of Wisconsin-Eau Claire 1988 — 1992
BBA, MIS
Harvard University
Financial Accounting
Lighthouse Consulting Group LLC June 1995 - Present
Arthur D. Little 1979 - 1995
State Street June 1977 - June 1979
State Street Boston Leasing Company June 1973 - June 1977
State Street Bank June 1968 - June 1973
US Navy June 1966 - June 1968
Skills
Strategy, Strategic Planning, Business Strategy, Financial Services, Management Consulting, Payment Systems, Leadership, Banking, Integration, Program Management, Business Process..., Portfolio Management, Outsourcing, Analytics, Business Development, Start-ups, Management, Executive Management
Education
Harvard Business School 1964 — 1966
MBA
Massachusetts Institute of Technology 1960 — 1964
SB, Electrical Engineering
IBM 2004 - February 2015
IBM 2003 - February 2015
IBM Rational Software January 2000 - February 2015
W J Spurlin Co. 1988 - 2015
W J Spurlin Co. 1988 - 2015
State Street 1998 - 2000
Romnet April 1997 - April 1998
Harvard University 1994 - 1997
The Christian Science Monitor 1988 - 1993
WGBH 1984 - 1988
Skills
Open Source, Scripting, ClearQuest, ClearCase, Development Tools, Integration, Java, Web Applications, Subversion, Testing, Perl, Open Source Software, Software Development
Education
University of Delaware
BA, English
University of Massachusetts Boston
Computer Science
Harvard University
Computer Science
Massachusetts Institute of Technology
Lowell Institute, Computer Science
Pyramis Global Advisors January 2015 - Present
Pyramis Global Advisors April 2012 - January 2015
State Street January 2010 - January 2012
State Street September 2008 - December 2009
617 Real Estate 2008 - 2008
Ukrainian Catholic University 2007 - 2008
State Street June 2006 - June 2007
The Heights School 2005 - 2005
Skills
Equities, Bloomberg, Bloomberg Terminal, VBA, Quantitative Analytics, Hedge Funds, Asset Allocation, Matlab, Series 7, Databases, SQL, Python, Series 63, Capital Markets, Quantitative Analysis, Software Development, R, C, C++, Java, Oracle, Bloomberg API, Compustat, Worldscope, Datastream, IBES, MarketQA, Excel, Access, Perl, PHP, HTML, Unix, Shell Scripting, Series 86, Series 87, Italian, Spanish, Polish, Russian
Education
Harvard University 2004 — 2008
BA, Computer Science
The University of Dallas 2007 — 2007
Study abroad, Rome
The Heights School 1994 — 2004
State Street 2011 - Present
Capital Planning Group of Massachusetts, Inc. 2009 - 2011
Nutter McClennen & Fish LLP 2007 - 2009
United States District Court for the District of Connecticut 2005 - 2005
Education
Harvard Law School 2005 — 2007
J.D.
Skidmore College 1998 — 2002
B.A., Anthropology/Sociology; Economics
State Street 2013 - Present
State Street July 2007 - December 2013
Investors Bank & Trust June 2003 - July 2007
Skills
Financial Services, Corporate Actions, Mutual Funds, Fixed Income, Fund Accounting, Portfolio Management, Equities, Bloomberg, Advent, Performance Management, Process Improvement, Financial Analysis, Asset Management
Education
Harvard Extension School
Bachelor of Liberal Arts in Extension Studies cum laude, Economics
State Street March 2015 - Present
State Street July 2013 - March 2015
Monument Group May 2012 - August 2012
Ivy Consulting Enterprises June 2011 - August 2011
Microsoft May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, IIS, Data Analysis, PowerPoint, Microsoft Office, Strategy, Microsoft Word, Financial Modeling, MS Excel Pivot Tables
Education
Harvard College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Showpiece Real Estate 2007 - 2013
Surebridge 1999 - 2003
State Street 1996 - 1999
State Street 1994 - 1996
Skills
Business Analysis, PeopleSoft, Real Estate, Employee Training, Interviews, Training, Leadership, Management, Sales, Customer Service, Employee Benefits, Business Intelligence, Recruiting, Payroll, Strategic Planning
Education
Harvard University 1990 — 1994
Bachelor's degree, Sociology
Federal Reserve Bank of Boston November 2014 - Present
State Street February 2014 - November 2014
State Street January 2011 - January 2014
GMO April 2008 - August 2010
Arrowstreet Capital January 2004 - February 2008
San Francisco State University August 2003 - January 2004
University of Wyoming September 1999 - August 2003
National Bureau of Economic Research 1996 - 1999
Goldman Sachs June 1996 - August 1996
Yale University September 1991 - March 1994
Skills
Risk Management, Financial Modeling, Quantitative Analytics, CCAR/DFAST, Basel III, Stata, Matlab, Equities, Asset Allocation, Teaching, Retail Credit Analytics, Logistic Regression, Linear Discriminant..., SAS Programming, Asset-backed..., Securities Lending, Collateral Management, xVA, Repos, FX Derivatives, Portfolio Optimization, C, Microsoft SQL Server, Gauss
Education
Harvard University 1994 — 1999
Doctor of Philosophy (PhD), Business Economics
Yale University 1990 — 1994
Master of Arts (MA), Economics
Yale University 1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Pearson College UWC of the Pacific 1988 — 1990
International Baccalaureate
ELS Plovdiv 1984 — 1988
Sunnova June 2014 - Present
State Street January 2014 - March 2014
Barclays September 2013 - December 2013
Mapletree March 2013 - June 2013
Blue Ridge Capital November 2012 - February 2013
CICC September 2012 - November 2012
Skills
Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Analysis, Strategy, Investment Banking, Account Management, Bloomberg, Wind, PowerPoint, Microsoft Excel, Matlab, Stata, SPSS, Asset Management, Finance, Equities
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master’s Degree, Finance
Harvard Business School 2013 — 2013
Cross-registered Student, Private Equity Finance
Cambridge University 2012 — 2012
Summer Exchange Program, Real Estate and Finance
Renmin University of China 2007 — 2011
Bachelor, Economics
State Street November 2012 - Present
The Boston Consulting Group June 2008 - November 2012
The Daily Caller August 2009 - May 2011
Breitbart.com 2010 - 2011
Harvard Institute of Politics 2006 - 2007
Harvard French Review 2005 - 2007
The Heritage Foundation June 2006 - August 2006
Newsweek June 2005 - August 2005
ICIMOD 2004 - 2004
Skills
Change Management, Business Transformation, Business Strategy, Politics, New Media, Strategic Consulting, Research, Editing, Public Relations, Strategy, Project Management, Financial Regulation, Exchange Traded..., Securities Regulation, FX Derivatives, Interest Rate..., Marketing Strategy, Press Releases, Appropriations, Fiscal Policy, Process Optimization, Streamlining Operations, Speech Writing, Journalism, Editorial, Facebook, French, Wordpress, Fixed Income, Growth Strategies, Public Policy
Education
University of Oxford 2007 — 2008
M.St., English and American Studies
Harvard University 2003 — 2007
B.A, Political Science
Lycee Claudel 1997 — 2003
Baccalaureat Francais, Sciences, Specialite Biologie
State Street January 2015 - Present
Zave App October 2013 - Present
MSCI Inc. September 2011 - 2013
General Computers CS January 2008 - August 2011
Duracell June 2010 - August 2010
Constructora Everest January 2006 - August 2009
Banco del Ahorro Nacional y Servicios Financieros BANSEFI July 2007 - September 2007
Skills
Financial Modeling, Analysis, Budgets, Financial Reporting, Negotiation, Program Management, Management, Project Management, Project Planning, Strategy, Entrepreneurship, CRM, Sales, Finance, Business Analysis, Business Strategy, Management Consulting, Accounting, Financial Analysis, Portfolio Management, Risk Management, Mergers & Acquisitions, Investments, Business Planning, Business Development, Equities, Financial Risk
Education
Hult International Business School 2010 — 2011
Master's degree, Finance
Hult International Business School 2009 — 2010
Master of Business Administration (MBA)
Universidad Anáhuac del Sur, A.C. 2002 — 2006
Engineering, Systems
Fachhochschule Furtwangen - Hochschule für Technik und Wirtschaft 2004 — 2005
Instituto Oxford
State Street April 2015 - Present
State Street Bank April 2012 - March 2015
Gurnet Consulting October 2011 - March 2012
State Street Bank and Trust March 1993 - December 2010
The Boston Company April 1987 - March 1993
Keane, Inc June 1984 - April 1987
Various Insurance Companies June 1971 - June 1984
Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, Vendor Management, SQL, Enterprise Architecture, Analysis, Requirements Gathering, Testing, CRM, Risk Management, Visio, IT Strategy, Software Project..., Business Process..., Leadership, Financial Services, Cloud Computing, Process Improvement, Business Intelligence, Business Requirements, Integration, Data Warehousing
Education
Harvard University
Bachelor of Arts (B.A.)
Fidelity Investments July 2013 - Present
State Street January 2013 - July 2013
State Street July 2011 - January 2013
Sky Meadow Country Club August 2004 - June 2011
Polaris Securities (HK) Limited January 2011 - May 2011
Genzyme July 2009 - December 2009
Skills
Financial Analysis, Corporate Finance, Teamwork, Oral & Written..., Training, Networking, Mentoring Of Staff, Recruiting, Work Autonomously, Financial Reporting, Mathematics, Statistics, Financial Statement..., Microsoft Office, Time Management, Work Ethic, Close Attention to..., Data Reconciliation, Maintaining A Positive..., Client Execution, PowerPoint, Bloomberg Terminal, Accounting, Finance, Leadership, Microsoft Excel
Education
Northeastern University 2008 — 2011
Bachelor of Science, International Business, Finance, 3.6
The Hong Kong University of Science and Technology 2010 — 2010
International Business, Finance
Hofstra University 2006 — 2008
International Business, 3.9
Nashua High School South 2002 — 2006
High School Diploma, General
Perkins School for the Blind November 2014 - Present
Putnam Investments August 2012 - October 2014
Federal Reserve Bank of Boston January 2002 - March 2012
State Street January 2000 - January 2002
The Continental School, Honduras, Central America January 1986 - January 1995
Skills
Financial Reporting, Analysis, Strategy, Budgets, Strategic Financial..., Leadership, Managerial Finance, Accounting, Hedge Funds, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Fixed Income, Finance, Financial Services, Management, Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
Finance
Harvard University 1995 — 1998
Bachelor in Liberal Arts
State Street March 2014 - Present
Fidelity Investments (MajescoMastek) August 2010 - March 2014
Skills
Java, Spring, Hibernate, iBatis, Python, Data Science, Scala, Concurrent Programming, jQuery, Bootstrap, Oracle, Sun Certified Java..., Unix, PL/SQL, FIX Protocol, JavaScript, AJAX, HTML5, ActiveMQ, Sonic, Eclipse, Servlets, D3, Shell Scripting, Quartz, Ant, Maven, Spring Framework, css, dojo, Java Concurrency, Agile Methodologies, SDLC, Object Oriented Design, JBPM, Mule ESB, Webix
Education
University of Mumbai 2006 — 2010
Bachelor of Engineering (BE), Information Technology, Distinction
Harvard Extension School
US Treasury 2013 - Present
State Street 2008 - 2009
Skills
Policy Analysis, Policy, Strategy
Education
The George Washington University Law School 2011 — 2015
Juris Doctor (J.D.)
Sciences Po 2009 — 2011
MA, International Security- Sciences Po
Harvard University 2004 — 2008
BA, Social Studies
EDENS : Connective Retail June 2014 - May 2015
Eaton Vance June 2013 - August 2013
Harvard University December 2011 - August 2013
State Street June 2012 - August 2012
West End Homes / Borica Cabinetry June 2008 - August 2008
Education
Harvard University 2010 — 2014
A.B., Economics, Senior
Havas Media June 2015 - Present
Havas Media September 2012 - June 2015
Hill Holliday August 2010 - August 2012
Stellwerk3 GmbH February 2009 - June 2010
Carat January 2008 - June 2008
MarketSource August 2005 - January 2008
State Street June 2006 - September 2006
Skills
Media Planning, Mobile Marketing, Marketing, Digital Media, Digital Strategy, Account Management, Online Advertising, Advertising, SEM, Digital Marketing, Social Media Marketing, Google Adwords, Integrated Marketing, Media Buying, Online Marketing, Interactive Marketing, DoubleClick, Email Marketing, Social Media, Social Networking, Web Analytics, Mobile Advertising, PPC, Google Analytics, New Media, Awesomeness, General Awesomeness
Education
Northeastern University 2005 — 2010
B.S. International Business: Marketing, German
Hochschule Reutlingen 2008 — 2010
B.S. International Business: Marketing, German
Point72 Asset Management September 2015 - Present
Honeycomb Ventures October 2014 - September 2015
Point72 Asset Management March 2013 - October 2014
State Street 2012 - 2013
Belfast Giants 2011 - 2012
Cardiff Devils Ice Hockey Club 2010 - 2011
Rapid City Rush 2009 - 2010
Frederikshavn WhiteHawks 2008 - 2009
Skills
Equities, Bloomberg, Due Diligence, Economics, Bloomberg Terminal, Strategy, Options, Equity Research, Corporate Finance, Trading, Mergers & Acquisitions
Education
Harvard University
Village Tavern Grill & Oyster Bar January 2013 - Present
Harvard University April 2010 - December 2012
State Street September 2009 - April 2011
State Street Bank & Trust November 2007 - September 2009
New York Life Insurance Company May 2005 - November 2007
CreditPerfection.com September 2001 - July 2005
Skills
Trade Operations, Retirment Planning, Mutual Funds, Investments, Retirement, Trading, Corporate Actions, Retirement Planning
Education
Harvard University 2010 — 2012
MLA, Finance, 3.6
Stonehill College 2001 — 2005
Bachelor of Arts, Economics
St. John's Prep 1998 — 2001
High School
Shore Country Day School 1989 — 1998
Grade/Middle School
Cisco Systems July 2011 - Present
Cisco Systems March 2008 - July 2011
State Street October 2007 - March 2008
Fidelity Investments May 2006 - November 2007
Fidelity Investments January 2005 - May 2006
NRT December 2002 - January 2005
Skills
Process Improvement, Mergers, Analysis, Human Resources, Corporate Finance, Project Planning, Balanced Scorecard, Acquisition Integration, Financial Modeling, Analytics, Applicant Tracking..., Vendor Management, Forecasting, Financial Analysis, Talent Acquisition, Business Intelligence, Metrics, Business Analysis, Finance, Essbase
Education
Harvard University 2008 — 2011
Management
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
B.S
Auction.com November 2014 - Present
Ocwen Financial Corporation September 2013 - November 2014
Ocwen Financial Corporation August 2012 - September 2013
State Street January 2011 - July 2012
Systems Evolution, Inc. August 2009 - January 2011
Management Engineers February 2009 - July 2009
Bose Corporation June 2008 - February 2009
Bose Corporation December 2004 - June 2008
Continental Teves September 2002 - December 2004
Skills
Six Sigma, Program Management, Change Management, Process Improvement, Business Analysis, Business Process, Strategy, Integration, Project Portfolio..., SDLC, Strategic Planning, Lean Manufacturing, Operational Streamlining, Process Engineering, Continuous Improvement, Project Management, Management, Business Process..., Quality Management, Vendor Management, CRM, PMO, Analysis, Start-ups, Supply Chain, Thought Leadership, Operational Strategy, Business Transformation, Operational Efficiency, Operations Management, Organizational..., Value Engineering, Value Stream Mapping, Budgets, Key Performance..., Leadership, ERP, Quality Assurance, Product Development, Business Strategy, Team Leadership, Business Development, Operational Excellence, Manufacturing, Organisational..., Business Operations..., Business Change..., Budget Management, Programme Governance, Project Governance
Education
Harvard University 2008 — 2012
Masters
Dartmouth College - The Tuck School of Business at Dartmouth
Worcester Polytechnic Institute 2005 — 2007
Certificates
Technische Universität Darmstadt 1990 — 1995
Masters
COMM. OF MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH & HUMAN SERVICES March 2008 - Present
State Street July 2007 - December 2007
Investors Bank & Trust April 2006 - July 2007
Boston Capital June 2000 - April 2006
Law Office of Laurence H. Tribe June 1998 - June 2000
Harvard Law Review April 1992 - June 1998
Skills
Documentum, Software Documentation, Document Management, Requirements Analysis, Captiva, Microsoft Office, Servers, SharePoint, Microsoft Excel, PowerPoint, Strategic Planning, Databases, CMS, SQL, HTML, Editing
Education
Harvard University 1987 — 1991
A.B., Fine Arts
State Street September 2015 - Present
State Street June 2014 - August 2014
Digital Clipboard March 2014 - April 2014
Global Showcases March 2014 - April 2014
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Economics
St. John's Preparatory School 2007 — 2011
High School
SouthStar Capital, LLC September 2011 - August 2015
Cambridge Associates March 2010 - August 2011
State Street October 2009 - March 2010
State Street Bank August 2007 - August 2008
Skills
Training, Portfolio Management, Finance, Financial Analysis, Leadership, Management, CRM, Credit, Loans, Sales, Investments, Accounting, Start-ups, Financial Services
Education
Hobart and William Smith Colleges 2003 — 2007
BA, International Relations and Spanish and Hispanic Studies
Northeastern University November 2014 - Present
State Street February 2014 - November 2014
Northeastern University September 2012 - February 2014
Stoughton High School September 2013 - November 2013
North Quincy High School January 2013 - April 2013
University of Redlands June 2011 - October 2012
Sorenson Media September 2010 - July 2011
The Sachem Company June 2009 - September 2010
Taylor Johnson & Olesker August 2008 - December 2008
Wednesday Journal, Inc. June 2006 - July 2008
Skills
Editing, Public Relations, Press Releases, Publishing, Publications, Editorial, Instructional Design, Instructional Technology, Teaching, Media Relations, E-Learning, Community Outreach, Public Speaking
Education
Northeastern University 2012 — 2013
Master of Arts in Teaching, Secondary Education and Teaching
Universität Salzburg 2010 — 2011
German Language
Ohio Wesleyan University 2001 — 2006
Bachelor of Arts, Philosophy
Heidelberg University 2005 — 2005
German
Oak Park and River Forest High School
State Street May 2014 - July 2015
State Street June 2012 - May 2014
State Street Bank April 2012 - June 2012
Marchon Partners December 2011 - June 2012
Weiss Asset Management July 2010 - August 2011
Weiss Asset Management June 2009 - August 2010
Harvard University July 2008 - June 2009
Skills
Hiring, Interviewing, Technical Recruiting, Social Networking, Social Media, Employee Relations, Talent Management, Research, Public Speaking, Customer Relations, Outlook, Word, Microsoft Office, Excel, PowerPoint, Mentoring, Facebook, Event Planning, Resume Writing, Sourcing, Screening, Talent Acquisition, Onboarding, Career Counseling, Administration, Morale, Employee Benefits, Leadership, Applicant Tracking..., College Recruiting, Contract Recruitment, Microsoft Excel, Interviews, Networking, Recruiting, Project Management, Performance Management, Executive Search, Management, Human Resources, System Administration, Customer Service, Microsoft Word, Training, Data Analysis, Personnel Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
A.B., Psychology
SENA --Servicio Nacional de Aprendizaje June 2015 - Present
State Street January 2014 - November 2014
The New England School of English December 2012 - September 2013
Metropolitan Boston Housing Partnership August 2011 - June 2012
The Crimson Summer Academy at Harvard University June 2010 - May 2011
SETEM, Madrid Sustainable Development NGO February 2010 - May 2010
Sociology Department, Tufts University September 2007 - May 2008
Skills
Spanish, International Relations, Public Relations, Project Management, Microsoft Office, Translation, Nonprofits, Community Development, Dependable Team Player, Database Administration, Microsoft Word, FileMaker, Tracker, Time Management, International Education, Client Development, Outlook, Mutual Funds, Regulatory Filings, SEC filings, Curriculum Development, Curriculum Design, Curriculum Assessment, Freelance Writing, freelance translation
Education
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), International Relations, Dean's List
Universidad Autónoma de Madrid 2009 — 2010
International Relations--Study Abroad Year, Facultad de Filosofia y Letras
Harvard University 2006 — 2008
Harvard Summer School Course: University credit, Introduction to Psychology, Cultural Anthropology, African-American Literature: Harlem Renaissance
The Crimson Summer Academy at Harvard University 2004 — 2008
Advanced Academic Enrichment Program, Graduated with academic scholarship from Harvard associate program
Sun Life Financial 2014 - 2014
Empire Life 2012 - 2014
Manulife Financial 2006 - 2011
Manulife Financial 2003 - 2006
State Street 2001 - 2003
Placements Elantis inc. 1999 - 2001
Skills
Possess strong..., Extensive communication..., Experienced at..., Experience working..., Able to meet tight..., Proven ability to..., Ability to multi-task, Work under pressure, A strong..., Excellent time..., Time Management, Finance, Analysis, Human Resources, Management, Teamwork, Business Planning, Business Development, Customer Service, Leadership, New Business Development, Accounting, Employee Benefits, Portfolio Management, Insurance, Investments, Financial Risk, Risk Management, Microsoft Excel, Financial Analysis, Corporate Finance, Mutual Funds, Underwriting, Strategic Financial..., Business Analysis, Process Improvement, Financial Services, Strong Entrepreneurial..., Financial Modeling, Banking, Relationship Management, Change Management, Strategy, Asset Management, Business Strategy, Business Process..., Team Management, Performance Management, Management Consulting, Strategic Planning
Education
International Foundation of Employee Benefit Plans 2015 — 2015
Group Insurance, GBA (US) - Group Benefits Associate
International Institute of Business Analysis (IIBA)
CCBA, Certification of Competency in Business Analysis
Project Management Institute (PMI)
PMP, Project Management Professional
HEC Montréal
Bachelor, Business Administration
Université de Montréal
Minor, Arts & Sciences
Collège Jean-de-Brébeuf
DEC, Sc.Humaines
Collège Français
DES, Sciences
State Street June 2010 - Present
Desjardins January 2008 - May 2010
Societe Generale 2006 - 2007
Caisse centrale Desjardins 2000 - 2006
Banque du Canada 1995 - 2000
Education
California Lawyers for the Arts September 2015 - Present
Boston University February 2015 - May 2015
State Street May 2014 - August 2014
United States District Court, District of Massachusetts December 2013 - February 2014
Massachusetts Securities Division May 2013 - August 2013
Hill House June 2012 - August 2012
Martin G. Weinberg, P.C. February 2011 - June 2012
Brown Rudnick December 2010 - February 2011
Litchfield Cavo, LLP. June 2009 - December 2010
Travelers June 2005 - March 2009
Skills
Westlaw, Legal Research, Legal Writing, Lexis, Editing, Research, Trials, Litigation, Civil Litigation, Depositions, Commercial Litigation, Pleadings, Public Policy, Corporate Finance, Securities, Securities Regulation, Securities Fraud, Mutual Funds, Fund Administration, Fund Accounting, Nonprofits, Non-profit..., Gluten Intolerance, Squash, Intellectual Property, Legal Support Services, Art Law
Education
Northeastern University 2014 — 2015
College of Professional Studies
Northeastern University School of Law 2012 — 2015
J.D., Concentration in Business and Commercial Law
Harvard Business School 2014 — 2014
Summer 2014 HBX Harvard Business School CORe: Credential of Readiness, 2014 Pioneer Cohort
Trinity College-Hartford 2006 — 2010
B.A., Political Science
Kingswood-Oxford School 2002 — 2006
H.S.
athenahealth July 2014 - Present
athenahealth July 2014 - Present
Fidelity Investments February 2013 - September 2013
Fidelity Investments October 2012 - January 2013
Harvard Management Company June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Economics, Stata, Due Diligence, Microsoft Office, Statistics, Bloomberg Terminal, Product Management, Product Development, Financial Analysis, Financial Modeling, Investments, Strategy, Valuation, Research, Microsoft Word, Microsoft Excel, Data Analysis
Education
Harvard University 2009 — 2014
Bachelor of Arts (BA), Economics/ Psychology
Harvard University
Loomis, Sayles & Company December 2014 - Present
Loomis, Sayles & Company September 2010 - November 2014
State Street June 2009 - August 2009
Putnam Investments June 2008 - October 2008
Skills
Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Emerging Markets
Education
Harvard Extension School 2014 — 2016
Master’s Degree, Finance
University of Massachusetts Boston 2006 — 2010
Finance and Economics
LinkedIn April 2015 - Present
LinkedIn September 2014 - Present
State Street June 2013 - August 2013
Truebridge Financial Marketing December 2012 - January 2013
Education
Harvard College 2010 — 2014
AB, History
Duxbury High School 2005 — 2009
New Mountain Capital August 2015 - Present
McKinsey & Company August 2013 - May 2015
Harvard Management Company February 2013 - April 2013
Credit Suisse June 2012 - August 2012
State Street January 2012 - May 2012
Harvard Business School January 2011 - May 2012
Skills
Microsoft Office, SAS, Stata, C, OCaml, Financial Analysis, Analysis, Finance, Strategy, Writing, Philosophy, Valuation, Data Analysis, Research, Microsoft Excel, Financial Modeling
Education
Harvard College 2009 — 2013
A.B, Economics, secondary field in Computer Science
Syracuse University S.I. Newhouse School of Public Communications August 2015 - Present
State Street February 2013 - May 2015
Committee on Capital Markets Regulation October 2011 - February 2013
Harvard Law School (Committee on Capital Markets Regulation) April 2009 - September 2011
Committee on Capital Markets Regulation October 2009 - 2011
Harvard Law School (Committee on Capital Markets Regulation) 2007 - 2009
Harvard Law School (Program on International Financial Systems) 2005 - 2007
MIT Computer Science and Artificial Intelligence Lab (CSAIL) 2002 - 2005
Denver Public Schools September 2001 - August 2002
Skills
Social Media, Social Media Marketing, Social Listening, Social Business, Radian6, Fundraising, Management, Strategic Communications, Editing, Research, Web Design, Strategic Planning, Marketing, Community Management, NewsGator, Sitrion, Microsoft SharePoint, Intranet Strategy, Project Management, Actiance, Socialite, Analytics, Statistics, WordPress, ASP, Social Networking Apps, Graphic Design, Enterprise Collaboration, Business Intelligence, Business Development, Community Outreach, Marketing Data and..., Non-profit..., Strategic Partnerships, Video Production, Digital Photography, Public Policy, Emerging Media Strategy, Nonprofits, Digital Marketing, HTML, CSS, UX, Filemaker Pro, Business Intelligence..., Marketing Automation
Education
Harvard University 2008 — 2010
Master's (A.L.M.), Graduate Program in Management; Finance and Control Concentration
Saint Lawrence University 1997 — 2001
Bachelor's (A.B.), Fine Arts, Music and Education, Magna Cum Laude
Ascent Services Group June 2015 - Present
Capital Group July 2014 - June 2015
First Tek, Inc. December 2007 - June 2015
Teaching Kids Programming February 2015 - April 2015
Hyundai AutoEver America May 2014 - July 2014
Hyundai AutoEver America March 2014 - May 2014
PIMCO December 2013 - February 2014
Equator, LLC September 2012 - November 2013
State Street November 2011 - September 2012
Deloitte, CA May 2009 - November 2011
Skills
Spring, JMS, Java Enterprise Edition, Hibernate, JBoss ESB, Apache CXF, Web Services, SOA, Design Patterns, Maven, WebSockets, Weblogic, Java8, SDLC, Scala, REST, JBoss-BRMS, JBoss Application Server, Jersey, SOAP, EJB, XML, JUnit, JBoss, AngularJS, Core Java, Tomcat, Struts, Java, XSLT, Eclipse, Microsoft SQL Server, AJAX, JDBC, Software Development, JSP, Servlets, PL/SQL, UML, WSDL, JPA, JAX-WS, JAXB, JNDI, Sybase, Ant, Axis, RESTEasy, JAX-RPC, Adobe Flex
Education
Indira Gandhi National Open University 1999 — 2001
MCA
Hemwati Nandan Bahuguna Garhwal University 1995 — 1998
BSc
Govt Inter College Karnaprayag - Chamoli
Biscuits & Blues June 2015 - Present
Freeman Means Business, LLC - Strategic Communications 2010 - Present
Pacific Gas and Electric Company April 2015 - May 2015
Breazeale, Sachse & Wilson, LLP 2007 - 2010
Adams and Reese LLP 2005 - 2007
Kean Miller Hawthorne D’Armond McCowan & Jarman, LLP 2003 - 2005
State Street 2000 - 2002
DALBAR, Inc. 1998 - 2000
Boston Financial Data Services, Inc. 1995 - 1998
Skills
Strategic Planning, Business Development, Professional..., Integrated Marketing, Marketing Communications, Market Research, Social Media Marketing, Corporate Communications, Political Communication, Relationship Marketing, Public Relations, Government Relations, Press Releases, Strategic Communications, Advertising, Public Speaking, Marketing, Business Strategy, Leadership, New Business Development, CRM, Strategic Partnerships, Management, Proposal Writing, Social Media, Program Management, Team Building, Entrepreneurship, Sales, Fundraising, Budgets, Negotiation, Social Networking, Selling, Contract Negotiation, Newsletters, Research, Event Planning, Marketing Strategy, Online Marketing, Media Relations, Email Marketing, Analysis, Lead Generation, Online Advertising, Event Management, Direct Marketing, Brand Development, B2B Marketing, Start-ups
Education
Hawaii Pacific University 2011 — 2013
Master's (M.A.), Communication, 3.91 GPA
Northeastern University 1996 — 1997
Marketing
Louisiana State University
Bachelor's (B.A.), Political Science and Journalism
State Street June 2015 - Present
United States Air Force December 2013 - August 2014
United States Air Force January 2012 - November 2013
United States Air Force January 2009 - December 2011
United States Air Force April 2004 - July 2007
Skills
Leadership, Strategy, Program Management, Project Management, Change Management, Communication, Negotiation, Data Analysis, Research, Conflict Resolution, Team Building, Budgets, Public Speaking, Flexibility, Diplomacy, Analysis, Leadership Development, Staff Development, Requirements Analysis, Security Clearance, Military Aviation, Joint Military..., Readiness, Electronic Warfare, Top Secret, Military Experience, Ethics, Training, SCI Clearance, Flight Safety, Active TS/SCI Clearance, Organizational..., Briefing, Leading Diverse Teams, High Pressure Situations, Microsoft Office, Report Writing, Mission Commander, Sensitive Information, Aircraft Accident..., Emergency Management, General Instructor, Command, Contingency Planning, PowerPoint, Microsoft Word, Microsoft Excel, Management, Project Planning, Problem Solving
Education
Harvard University, John F. Kennedy School of Government 2014 — 2015
Master's Degree, Public Administration
Duquesne University 2006 — 2008
Master of Arts (MA), Leadership and Liberal Studies, 4.0
United States Air Force Academy 1998 — 2002
Bachelor of Science (BS), History
Barclays May 2014 - Present
State Street January 2013 - May 2014
High Road Capital Partners September 2012 - January 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Portfolio Management, Valuation, Asset Managment, Strategic Financial..., Bloomberg, Securities, Capital Markets, Private Equity, Finance, Accounting, Asset Management, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking and Finance
Harvard University 2011 — 2011
Economics
MetLife 2014 - Present
eBay Inc 2008 - 2014
State Street 2004 - 2008
IBM 2003 - 2004
John Hancock Financial Services 2000 - 2003
Sun Life Financial Services 1999 - 2000
Skills
Business Continuity..., Crisis Management, Business Impact Analysis, Risk Assessment, Disaster Recovery, Vulnerability Assessment, Business Continuity, Incident Management, MBCI, Msc Business Continuity, MBCP, ISO 22301, BS25999, Risk Management, Enterprise Risk..., Training, Exercises, Thought Leadership, Program Management, Strategy, Contingency Planning, Team Management, Management, Governance, E-commerce, Information Technology, Vendor Management
Education
MIT (Massachusetts Institute of Technology) 2012 — 2012
Professional Education Short Program, Crisis Management and Business Continuity
Norwich University 2009 — 2011
Master of Science (MS), Business Continuity
Harvard University
Certificate in Management
Westfield State College
Bachelor of Arts (BA), Economics
Amazon January 2014 - Present
Amazon April 2012 - Present
State Street June 2011 - August 2011
Bank of America / Merrill Lynch February 2011 - May 2011
McNeil, Gray and Rice February 2011 - May 2011
Skills
Social Media, PowerPoint, Public Relations, Event Planning, Social Networking, Blogging, Social Media Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Event Management, Demand Forecasting, Revenue Analysis, Increased Profitability, Problem Solving, Amazon
Education
Harvard University 2007 — 2012
Bachelor of Arts (BA), Economics
S&P Capital IQ November 2013 - Present
S&P Capital IQ April 2013 - November 2013
S&P Capital IQ February 2011 - April 2013
State Street January 2008 - December 2010
State Street Research May 2007 - December 2007
Kames Capital June 2007 - September 2007
Spanish Red Cross September 2006 - December 2006
Skills
Fixed Income, Financial Markets, Capital Markets, Investment Banking, Portfolio Management, Equities, Risk Management, Thought Leadership, Presentations, Derivatives, Mergers & Acquisitions, Risk Management..., Credit Risk, Research, Hedge Funds, Panel Moderator, Financial Services, Analysis, Emerging Markets, Social Media, Market Risk, Product Development, Consulting, Asset Management, Corporate Finance, Business Strategy, University Relations, Strategic Planning, Credit, Business Development, International..., Asset Managment, Regional Integration, Macroeconomics, Bloomberg, Market Intelligence, Project Management, Strategic Partnerships, Economics, Music, Market Research, Writing
Education
The University of Edinburgh 2006 — 2007
Masters
Heriot-Watt University 2001 — 2005
Master's Degree
Waid Academy
Waid Academy
Sard Verbinnen & Co 2013 - October 2014
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
McGladrey Capital Markets June 2009 - July 2009
Skills
Microsoft Office, Stata, Economics, PowerPoint, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Analysis, Statistics, Management, Social Media
Education
Harvard University 2009 — 2013
A.B., Economics
Tufts University September 2015 - Present
(USTA) United States Tennis Association August 2015 - Present
State Street June 2014 - August 2014
Beth Israel Deaconess Medical Center May 2013 - August 2013
Skills
PowerPoint, Research, Data Analysis, Microsoft Excel, Statistics, Qualitative Research, Microsoft Office, Public Speaking, Financial Modeling, Economics, Lifesciences, Nonprofits, Social Media, Spanish
Education
Harvard University 2010 — 2015
Bachelor of Science (BS), Psychology
Lincoln Sudbury Regional High School 2006 — 2009
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
State Street August 2011 - Present
Coface (100% NATIXIS) January 2007 - July 2011
inmediaONE] – Bertelsmann September 2005 - December 2006
connosco Consulting 2004 - 2005
Skills
Leadership, Risk Management, Management, Financial Reporting, Business Analysis, Training, Mutual Funds, Market Research, Strategy, Bloomberg Terminal, SEC filings, Compliance, Total Return, Money Market, Communication, Organization, Distributions, Budgets, Expense Management, Investments, Bloomberg, Marketing, Banking, Financial Analysis, Economics, Distribution Strategies, Finance, Financial Services
Education
Harvard University 2010 — 2011
Universität zu Köln
Masters in Business Administration
State of Vermont June 2015 - Present
State of Vermont 2014 - 2015
State of Vermont August 2013 - April 2014
State Street May 2013 - August 2013
University of Vermont September 2008 - July 2010
Skills
Management, Market Research, Investments, Human Resources, Leadership, Financial Analysis, Data Analysis, Analysis, Research, Public Speaking, Microsoft Excel, Real Estate, Access, Customer Service, Business Strategy, Financial Services, Strategic Planning, Marketing Strategy, Program Management, Business Analysis, Business Planning, Competitive Analysis, Industry analysis, DOS, OnBase, Healthcare Information..., Siebel 7.x, Oracle E-Business Suite, JMP, SPSS, Social Media
Education
University of Vermont 2010 — 2013
Master of Business Administration (M.B.A.), Business management, Business strategy
University of Vermont 2005 — 2009
Bachelor of Science (B.S.), Biology, Psychology
Boston Realty Institute 40 hour pre-licensing course
Real Estate License
Harvard University
Course Certificate, Computer Science
Harvard University
Course Certificate, Health and Society
State Street September 2015 - Present
Skills
Public Relations, Research, Management, Event Planning, Public Speaking, Account Management, Market Research, Contract Law, International Law, Negotiation, Real Estate, Global Affairs, Data Analysis, Foreign Policy, Political Science, Intelligence, Qualitative Research, Quantitative Research, Macroeconomics, Microeconomics, Economics, Investments, Stata, R
Education
Harvard University 2012 — 2016
Master's degree
Kennesaw State University
Bachelor's degree
Chattahoochee High School 2001 — 2005
College Preparatory
Goodwin Procter LLP October 2014 - Present
Goodwin Procter LLP May 2013 - July 2013
State Street February 2008 - June 2011
University of Massachusetts, Amherst September 2006 - February 2008
Staples January 2006 - September 2006
Education
Harvard Law School 2011 — 2014
Doctor of Law (J.D.)
University of Massachusetts, Amherst 2006 — 2007
Master of Science (MS), Computer Science
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Mathematics, Economics, Computer Science
Bank of Montreal 1998 - 2003
Bank of Montreal 1998 - 2003
State Street 1993 - 1998
Skills
Customer Service, Strategic Planning, Financial Accounting, Internal Controls, Microsoft Excel, Risk Management, Banking, Financial Modeling, Due Diligence, Investments, Budgets, Asset Management, Analysis, Financial Analysis
Education
HEC Montréal 1992 — 1993
CMA, Accounting
HEC Montréal 1988 — 1990
Bachelor in Business Administration, Finance
Université du Québec à Montréal 1986 — 1988
Certificat, Informatique de gestion
CEGEP de l'Outaouais - Hull 1983 — 1986
DEC, Informatique
GMO August 2012 - Present
Wellington Management June 2011 - August 2011
State Street December 2008 - June 2011
PPR April 2008 - December 2008
Property and Portfolio Research July 2006 - March 2008
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Harvard University 2005 — 2005
Economics
Tulane University 2002 — 2005
B.S., Major Economics, Minor Mathematics
Weston High School 1998 — 2002
Tulane University
M.A., Policy Economics
State Street March 1996 - Present
Education
Harvard University 1989 — 2006
A.M., Microbiology and Molecular Genetics
University of Manitoba 1985 — 1989
B.Sc. (Hon.), Genetics
State Street September 2015 - Present
Citizens Bank May 2014 - May 2015
Citizens Bank September 2011 - May 2014
State Street June 2007 - December 2010
Iron Mountain Records Management 2001 - 2007
Skills
Forecasting, Budgets, Finance, Financial Reporting, SDLC, Microsoft Excel, IT Management, Financial Services, Process Improvement, Business Analysis, Management, Financial Analysis, Sarbanes-Oxley Act, Risk Management, Analysis, Customer Service, Financial Modeling, Business Process..., Banking, Financial Risk, Managerial Finance, Strategic Financial..., Accounting, Portfolio Management, Financial Planning, Strategy, Vendor Management
Education
Hofstra University
Bachelor of Business Administration, Public Accountancy
Prager & Co., LLC October 2009 - Present
JP Morgan June 2007 - October 2009
J.P. Morgan August 2006 - June 2007
J.P. Morgan October 2004 - August 2006
State Street June 2000 - October 2003
Skills
Investment Banking, Fixed Income
Education
Harvard University 1997 — 2004
Economics
The Hill School 1992 — 1997
CIBC World Markets May 2013 - Present
CIBC World Markets April 2011 - May 2013
MFC Global Investment Management June 2009 - April 2011
State Street July 1996 - May 2009
Skills
Equities, Fixed Income, Foreign Exchange, Financial Services, Relationship Management, Derivatives, Financial Risk, Commodity, Alternative Investments, Hedge Funds, Financial Modeling, FX Options, Back Office, Investment Advisory, Emerging Markets, Capital Markets, Wealth Management, Corporate Finance, Financial Markets, Trading Systems, Investment Banking, Risk Management, Equity Research, Options, Investment Strategies, Valuation, Securities, Currency, Mutual Funds, Portfolio Management, Asset Allocation, Electronic Trading, Investment Management, Banking, Bonds, Asset Management, Trading, Bloomberg, Credit Risk, Market Risk, Investments, Equity Derivatives, Equity Trading, FX trading, Hedging, Structured Products, Swaps
Education
HEC Montréal 1988 — 1994
UAW Retiree Medical Benefits Trust July 2014 - Present
Goldman Sachs/State Street Bank April 2012 - June 2014
Private Client Resources, LLC September 2011 - January 2012
INTL FCStone Inc. April 2011 - September 2011
Windcrest Discover Investments April 2008 - April 2011
Kenmar 2005 - 2008
Various June 2004 - June 2005
GlobeOp Financial Services February 2004 - May 2004
State Street June 2002 - February 2004
Deutsche Asset Management October 2001 - June 2002
Skills
SAS, SAS70, Palisades SQL -..., Geneva, RediPlus, GoToMeeting.com, SAP Streamworks, Portia, PIMS, Sungard, Reuters, Bloomberg Terminal, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Valuation, Accounting, Investments, Management, Trading, Portfolio Management, Mutual Funds, Fund Of Funds, Capital Markets, Risk Management, FX Options, Equities, Financial Modeling, Finance, Financial Analysis
Education
Penn State University 2010 — 2012
MBA
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Danish International Studies (DIS) 2000 — 2000
International FInance
The Gunnery 1996 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
State Street SVPFleetBoston1999 - 2004
FleetBoston Financial 1997 - 2004
Gemini Consulting 1991 - 1997
Education
Harvard Business School
Blaze Emergency Equipment May 2011 - Present
State Street July 2007 - July 2011
State Street May 2005 - July 2007
State Street March 2004 - May 2005
New York LIfe Investment Management May 2000 - March 2004
Education
University of Phoenix 2004 — 2006
MBA
High Point University 1995 — 1999
BS, Accounting and Finance
Christian Brothers Academy 1992 — 1995
The Property and Casualty Initiative LLC March 2006 - Present
Bank of America September 2002 - March 2006
State Street May 1999 - September 2002
Bank of Boston June 1981 - November 1998
Skills
Banking, Loans, Business Strategy, Portfolio Management, Economics, Credit, Financial Analysis, Retail Banking, Commercial Lending, Cash Management, Commercial Banking, Valuation, Investments, Financial Risk, Mutual Funds, Credit Risk, Credit Analysis
Education
Harvard University 1973 — 1977
BA
Perella Weinberg Partners August 2013 - Present
Weston Presidio August 2008 - July 2011
Harris Williams & Co. July 2006 - July 2008
State Street May 2005 - June 2006
Education
Harvard University
BA, Economics
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
State Street Staffing ConsultantFidelity2005 - 2007
Education
Harvard University 1981 — 1983
Graduate CSS, Administration/Management - HR
University of Massachusetts, Amherst 1974 — 1977
State Street February 2011 - Present
Hewlett-Packard August 2009 - January 2011
Farient Advisors October 2008 - July 2009
Charles Schwab September 2006 - October 2008
UBS 1998 - 2006
Goldman Sachs 1993 - 1997
Skills
Executive Pay, Deferred Compensation, Performance Management, Organizational Design, Talent Management, HRIS, Incentive Programs, Human Resources, Organizational..., Management
Education
Rutgers University-New Brunswick 1992 — 1995
Master of Science, Human Resources
High Point University 1987 — 1991
Bachelor of Art, Human Relations
State Street December 2013 - July 2014
State Street November 2012 - December 2013
State Street August 2009 - November 2012
Harvard University September 2006 - June 2009
State Street June 2008 - August 2008
Women's Sports Foundation June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Marketing Strategy, Product Marketing, Social Media, Product Management, Competitive Analysis, Spanish, Investments, Relationship Management, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management & Strategy; Managerial Analytics
Harvard University 2005 — 2009
Bachelors of Arts, Economics
Universitat d'Alacant / Universidad de Alicante 2007 — 2007
Spanish
State Street July 2014 - Present
State Street April 2013 - July 2014
State Street September 2010 - April 2013
State Street March 2008 - September 2010
Skills
Mutual Funds, Equities, Fixed Income, Investments, Bloomberg, Fund Accounting, Securities
Education
Hobart and William Smith Colleges 2003 — 2007
Bachelor of Arts, Economics
Geode Capital Management July 2011 - Present
State Street February 2007 - June 2011
Cambridge Associates September 2005 - February 2007
Education
Harvard University 2001 — 2005
BA, Applied Mathematics: Economics
Freelance February 2007 - Present
Curious Pictures September 2006 - February 2007
Beyond the Box [Paula Silver, Inc.] September 2005 - June 2006
State Street September 2004 - May 2005
Arirang TV January 2003 - May 2003
POSDAQ, Inc. June 2002 - February 2003
Education
Harvard University 1998 — 2006
B.A., English
Connexion Oenophilia October 2010 - Present
Maples FS July 2009 - October 2010
State Street January 2008 - July 2009
Skills
Bloomberg, Alternative Investments, Hedge Funds, Fund Accounting, Valuation, Fund Administration, Financial Analysis, Mutual Funds, IFRS, Financial Reporting, Investments, Fixed Income
Education
EHDL 2010 — 2011
ASP, Sommellerie
HEC Montréal 2004 — 2007
Baccalauréat, Finance
State Street July 2014 - Present
National Bank of Canada November 2010 - October 2012
Jeune Chambre de commerce de Montréal August 2009 - January 2011
LVMH 2010 - 2010
Skills
French, English, Corporate Finance, Analysis, Economics, Finance, German, Analyse financière, Comptabilité, Investissements, Reporting financier
Education
HEC Montréal 2013 — 2014
DESS-CGA, Comptabilité et finance
Université de Montréal - HEC Montréal
Baccalauréat, Comptabilité (CGA)
Université de Nice-Sophia Antipolis
Licence, Économie
The Wharton School July 2015 - Present
Harvard Business School August 2014 - June 2015
Harvard University January 2014 - May 2015
State Street December 2012 - March 2013
Skills
Statistics, Matlab, Stata, Mandarin, Economics, Data Analysis, Financial Modeling, Statistical Modeling, Econometrics, Chinese, Quantitative Analytics, LaTeX, Quantitative Finance, Teaching, English, Research
Education
Harvard University 2012 — 2014
Master of Arts (M.A.), Statistics
Peking University 2008 — 2012
Bachelor’s Degree, Mathematics and Applied Mathematics
No.2 Secondary School attached to ECNU 2005 — 2008
Bain Capital - Sankaty Advisors August 2008 - Present
State Street May 2007 - July 2008
Capital One November 2001 - May 2007
Vividence June 1999 - March 2001
Corporate Decisions, Inc 1993 - 1997
Education
Stanford University 1997 — 1999
MBA
Harvard University 1989 — 1993
BA, Social Studies
State Street February 2015 - Present
MassDEP at Commonwealth of Massachusetts March 2014 - February 2015
Interactive Data December 2013 - March 2014
Verizon July 2013 - December 2013
State Street April 2012 - June 2013
ACCION International October 2008 - April 2012
Norkom Technologies November 2007 - October 2008
iGATE Global Solutions November 2005 - November 2007
Innova Solutions January 2004 - October 2005
Sumosoft India Pvt.Ltd 2000 - December 2003
Skills
Database Design, SDLC, Oracle, Software Project..., Business Analysis, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Project Management, PL/SQL, ETL, Visio, Business Intelligence, SQL, Databases, Agile Methodologies, Enterprise Architecture, SOA, Data Modeling, VB.NET, C#, Web Services, SSIS, XML, Unix, Java Script, Performance Tuning, Visual Basic, JUNIT, CVS, HP Quality Center, VB Script, VSS, TFS, Informatica, Eclipse, Unix Shell Scripting, Data Analysis, Autosys, DB2, SSRS, Requirements Gathering, Solution Architecture, Data Migration, Scrum, UML, DataStage
Education
Sri Venkateswara University 1997 — 2000
Master of Computer Applications (MCA), Computer
Bangalore
Harvard University
ITPM, Information Technology Project Management
hyderbad
karnatak
Montecito Medical Acquisition and Development March 2013 - Present
eFront February 2012 - February 2013
PS Business Parks, Inc. September 2004 - September 2010
State Street June 2003 - September 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Private Equity, Emerging Markets, Corporate Finance, Business Analysis, Business Strategy, Analysis, Project Management, Strategy, Portfolio Management, Market Analysis, Asset Managment, Hedge Funds, Mergers, Investments, Capital Markets, Finance, Marketing Strategy
Education
HEC Paris 2010 — 2012
MBA, Finance
CommunityONE Bank, NA January 2012 - Present
State Street October 1999 - December 2010
Wachovia, A Wells Fargo Company July 1983 - September 1999
Wachovia, A Wells Fargo Company January 1992 - January 1998
Skills
Wealth Management, Financial Services, Relationship Management, Defined Benefit, Mutual Funds, Retirement, Investment Management, Asset Management
Education
High Point University 1999 — 2004
BS, Accounting with a minor in Business Administration
North Carolina State University
Certified Financial Planner Program
BMO Financial Group March 2014 - Present
State Street 2010 - May 2013
Desjardins November 2008 - December 2009
National Bank 2006 - 2008
Caisse de dépôt et placement du Québec September 2002 - August 2006
TAL Global Asset Management February 1995 - April 2002
Caisse de dépôt et placement du Québec April 1991 - December 1994
Skills
Portfolio Management, Alternative Investments, Equities, Bloomberg, Asset Managment, Derivatives, Fixed Income, Asset Management, Treasury, Investments, Hedge Funds, Securities, Investment Strategies, Capital Markets, Risk Management, Mutual Funds, Entrepreneurship, Management, Trading, Asset Allocation, FX Options, Financial Modeling, Bonds
Education
HEC Montréal 1988 — 1991
M.Sc., Applied economics and finance
HEC Montréal 1985 — 1988
B.A.A, Applied economics and finance
State Street 1999 - 2010
Shanley Fleming and Associates January 1997 - October 1998
Justices of the Massachusetts Superior Court September 1995 - September 1996
Education
Boston College High School
Boston College Law School
Harvard College
State Street June 2008 - Present
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Securities, Investments, Fund Accounting, Customer Service
Education
Université de Montréal - HEC Montréal 1991 — 1994
Bachelor of Science (BS), Accounting and Finance
BNP Paribas April 2015 - Present
Newedge February 2012 - April 2015
State Street May 2007 - February 2012
Trans-Sol Aviation 2004 - 2006
Morneau Sobeco May 2003 - September 2003
OTN-Ticket 2002 - 2003
Education
CSI 2014 — 2015
CSI 2008 — 2008
HEC Montreal 2002 — 2005
Bachelor, Business Administration - Finance
CEGEP Maisonneuve 2000 — 2002
College Degree, Social Sciences – Business
JPMorgan Chase March 2013 - Present
State Street 2006 - 2011
Education
Harvard University 2009 — 2012
Master's degree, Management
Harvard University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Envestnet Tamarac July 2013 - May 2014
State Street 2010 - 2011
State Street 2006 - 2010
State Street 2005 - 2006
Skills
Data Analysis, Statistics, Databases, SQL, Quality Auditing, Microsoft SQL Server, MySQL, Business Intelligence, T-SQL, Public Speaking, SaaS, SSIS, Relational Databases, Regular Expressions, Powershell, C#, Foreign Currency, Foreign Languages, Linguistics
Education
Háskóli Íslands / University of Iceland
Certificate
Univeristy of Massachusetts at Amherst
Bachelor of Science (BS), Mathematics