State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street June 2015 - Present
Skills
Analytical Techniques, Collaborative Problem..., Team Building, Microsoft Excel, Analysis, Teamwork, Time Management
Education
Iowa State University 2013 — 2017
Bachelor's Degree, Finance, Sophomore
Raytheon May 2015 - August 2015
State Street November 2014 - May 2015
English At Large June 2014 - August 2014
Dunkin Donuts June 2011 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Corporate Finance
Central Bank Of Kansas City November 2014 - August 2015
State Street March 2014 - August 2014
State Street Bank March 2012 - March 2014
State Street February 2009 - March 2012
State Street May 2007 - February 2009
State Street May 2005 - May 2007
State Street March 2004 - May 2005
Washington Mutual Card Services May 2003 - March 2004
Skills
Financial Analysis, Banking, Financial Reporting, Accounting, Account Reconciliation, Cash Management, Finance, Credit Analysis, Loans, Equities, Investments, General Ledger, Corporate Finance, Financial Services
Education
Iowa State University - College of Business 2001 — 2003
Bachelor of Science, Finance
Irvine Valley College 1997 — 2001
General Education Credits
State Street August 2015 - Present
EMC June 2015 - August 2015
IGT May 2015 - June 2015
EMC December 2013 - December 2014
Milford Community Use Program October 2012 - June 2013
Ridgewood Printing August 2008 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Business Analysis, Financial Analysis, Budgeting, Photoshop, Fantasy Sports, Time Management, Team Leadership, Social Media
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Corporate Finance, Economics Minor
Milford High School 2009 — 2013
BlueSnap October 2012 - Present
G4S Technology Software Solutions (formerly Touchcom) May 2012 - October 2012
ACI Worldwide September 2008 - April 2012
ACI Worldwide January 2006 - December 2008
P&H Solutions (now ACI) January 2003 - December 2005
Politzer & Haney (became P&H Solutions) November 1999 - January 2003
State Street Corporation 1996 - 1999
State Street 1996 - 1999
Wychmere Harbor Tennis Club June 1996 - September 1996
Skills
SaaS, E-commerce, Solution Selling, Electronic Payments, Product Management, Direct Sales, Business Development, Enterprise Software, Payments, SDLC, Program Management, Salesforce.com, Cash Management, Sales, E-payments, Payment Card Processing, Payment Systems, Treasury Management, Web Applications, Software Industry, Mobile Payments, Banking, Internet Banking, Technical Demonstrations, Cloud Computing, Complex Sales, Payment Gateways, Relationship Management, Big Data, Physical Security, Security Audits, System Consolidation, Strategic Partnerships, Card Not Present, Alternative Payments, Increasing Operational..., Online Payment Solutions, Enterprise Risk..., Website Localization, Gamification, Multi-currency, Threat & Vulnerability..., User Experience, Wallets, PSP, Electronic Payment..., Contactless Payments, Launch Experience, Site Optimisation, Checkout
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Science (B.S.), Sport Management
Temple University 1994 — 1996
MBA, Marketing
Council Rock H.S. 1987 — 1990
State Street February 2015 - Present
State Street January 2014 - February 2015
Lowe's Home Improvement July 2013 - December 2013
First Heartland Financial Group May 2012 - August 2012
Allied Moving Company May 2011 - August 2011
Skills
Customer Service, Team Leadership, Financial Account..., Microsoft Office, Prezi, Finance
Education
Iowa State University 2009 — 2013
Bachelor of Science (BS), Finance, General
ParkLexington Advisors, LLC June 2014 - Present
State Street March 2013 - May 2014
State Street January 2012 - March 2013
AllianceBernstein June 2008 - January 2012
AllianceBernstein June 2005 - June 2008
Skills
Derivatives, Business Analysis, Options, Process Improvement, Asset Management, Bloomberg, Accounting, SDLC, Access, Visio, Microsoft Word, Microsoft Excel, Change Management, Microsoft Office, PowerPoint, Word, Business Process..., Outlook, Financial Modeling
Education
Iona College 2005 — 2007
MBA, Financial Management
Providence College 2001 — 2005
BA, Math
Iona Prep 1997 — 2001
EMC July 2014 - Present
ADJ Productionz May 2010 - Present
Zensar Technologies June 2013 - June 2014
State Street January 2013 - June 2013
Outlook Retail Solutions 2012 - 2012
NP Medical Inc. July 2011 - August 2011
March of Dimes May 2011 - August 2011
Olympia Sports November 2008 - August 2010
Teamworks Center November 2006 - February 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Microsoft Excel, Event Management, Analysis, Project Management, Data Analysis, Public Relations, Social Media Marketing, Statistical Data..., Manage Client..., Lean Six Sigma, Management, CRM, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Operations & Information Management
Algonquin Regional High School 2006 — 2010
High School Diploma
Batting Leadoff March 2014 - Present
State Street April 2014 - Present
Bloomberg Sports Stats Insights August 2013 - December 2013
Holyoke Blue Sox, NECBL Team May 2012 - September 2012
University of Massachusetts Amherst September 2011 - March 2012
Skills
Sports, Sports Management, PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Event Planning, Management, Microsoft Word, Event Management, Customer Service, SQL, R, Statistical Data...
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Dual Degree Bachelor of Science (BS) and Bachelor of Business Administration (BBA), Sport Management and Accounting
PwC June 2015 - Present
State Street September 2013 - May 2014
Mellon Capital June 2013 - August 2013
Skills
PowerPoint, Fundraising, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Teamwork, Organization, Administrative Work, Presentations, Leadership, Public Speaking, Social Networking, Management, Customer Service, Facebook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
BBA, 3.9 GPA
University College Dublin 2014 — 2014
Semester Abroad, Lochlann Quinn School of Business
Melrose High School 2008 — 2012
High School, 4.17 GPA
Ampush August 2015 - Present
Koru, Inc December 2014 - February 2015
Samet & Company June 2014 - August 2014
State Street January 2013 - January 2014
Northfire Recording Studio June 2013 - August 2013
Camp Becket YMCA 2010 - 2012
Skills
Music Production, Management, Finance, Marketing, Spanish, Microsoft Office, Music Management, PowerPoint, Business, Microsoft Excel, Leadership, Business Analysis, Financial Analysis
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor's Degree, Finance, 3.5 GPA
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance, 3.5 GPA
Universidad Adolfo Ibáñez 2014 — 2014
Bachelor’s Degree, International Business
Eyefinity January 2012 - Present
State Street March 2004 - March 2009
State Street August 2002 - February 2004
State Street August 1999 - April 2002
Credit Suisse September 1997 - July 1999
Lehman Brothers April 1995 - September 1997
Skills
Agile Project Management, Certified Scrum Master..., Scrum, SDLC, Team Building, Resource Management, Software Implementation, Business Intelligence, PMP, PMI, Awesomeness, Finance, Healthcare, Software Project..., Product Management, Strategy, Management, Program Management, Cross-functional Team..., Project Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
State Street October 2014 - Present
Berkshire Dining Common at UMass January 2014 - September 2014
Canton Recreation Department June 2012 - August 2014
Campus Vacations October 2013 - January 2014
Pakeen Farm November 2011 - December 2013
Canton Youth Hockey November 2010 - March 2013
Skills
Public Speaking, Leadership, Dependable Team Player, Individual Work, Community Outreach, Time Management, Analytical Skills, Microsoft Excel, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Trinity College Dublin 2015 — 2016
International Accounting and Economics
Canton High School 2009 — 2013
High School Diploma
Inbound Real Estate June 2015 - Present
Lit Amherst August 2014 - January 2015
JPMorgan Chase June 2013 - August 2013
State Street January 2013 - May 2013
EMC 2011 - 2011
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
State Street June 2015 - August 2015
State Street June 2014 - August 2014
Henion Bakery September 2013 - December 2013
Mercer Management Consulting June 2013 - August 2013
J.P. Licks Homemade Ice Cream Cafe June 2011 - June 2013
Skills
Teamwork, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Expression, Microsoft Office, Economics, Communication, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Research, Sales, Social Media, Social Networking
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Universidad de Málaga
Westwood High School 2008 — 2012
J.P. Morgan June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
State Street September 2012 - May 2013
Auction.com May 2012 - August 2012
Skills
Project Management, Investments, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Boston Financial Investment Management September 2015 - Present
State Street October 2012 - May 2015
Massport Public Services, Boston Logan International Airport June 2012 - August 2012
Skills
Highly Organized &..., Microsoft Word, Microsoft Excel, PowerPoint, Communication Skills, Financial Modeling, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance Major, Economics Minor
Commonwealth Honors College, UMass Amherst
The TJX Companies, Inc. August 2015 - Present
Coca-Cola Enterprises January 2015 - May 2015
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Amazon August 2014 - May 2015
Braathe Enterprises June 2014 - November 2014
State Street January 2013 - October 2014
Spotify January 2014 - May 2014
Skills
Facebook, Marketing, Social Media Marketing, Microsoft Office, Adobe Creative Suite, Digital Photography, Promotions, Web Design, Event Planning, Film Editing, Management, PeopleSoft, Basecamp
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
The Hanover Insurance Group June 2015 - Present
State Street September 2013 - May 2015
Amherst Regional High School March 2014 - June 2014
Portland Sea Dogs March 2013 - September 2013
Global Spectrum September 2012 - September 2013
UMass Athletic Marketing September 2012 - September 2013
Mulllins Center Fall Face Off January 2012 - October 2012
Portland Pirates May 2012 - September 2012
Pond Hockey Classic January 2012 - May 2012
Soccerfest January 2012 - May 2012
Skills
Customer Relations, Hard Worker, Communication Written, Social Media, Social Networking, Social Media Marketing, Corporate Social..., Cold Calling, Renewals, Market Research, Negotiation, New Business Development, Ticket Sales, Databases, Drafting Agreements, Sales, Event Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
BS, Sports Management, BBA, Finance, 3.90
Pine River Capital Management September 2012 - Present
State Street May 2010 - August 2012
Kingland Systems October 2009 - June 2010
Aviva Investors January 2009 - June 2009
UnitedHealth Group June 2008 - August 2008
Skills
Bloomberg Terminal, Eze Castle, Corporate Actions, Asset Pricing, PAM for Securities, Trade Operations, Financial Markets, Essbase, Account Reconciliation, General Ledger..., Microsoft SQL Server, FAS 157
Education
Iowa State University - College of Business 2005 — 2010
Bachelor of Science, Finance, Accounting
EY July 2015 - Present
Reboot, Inc. October 2014 - May 2015
TJX May 2014 - August 2014
State Street February 2013 - May 2014
Rockland Trust May 2013 - August 2013
Savant Systems June 2008 - January 2013
Wianno Club May 2012 - August 2012
Painted Daisies June 2009 - December 2010
Skills
Customer Service, Salesforce.com, Microsoft Office, PowerPoint, Teamwork, Event Management, Time Management, Marketing, Hospitality, Microsoft Excel, Business Operations, OS X, Navision, Keynote, TIPS Certified, Accounting, Communication, Leadership, SQL, SAP, Microsoft Word, Social Media, IT Management, Operations Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Operations and Information Management
Sandwich High School 2006 — 2011
Diploma
SVB Financial Group January 2015 - Present
The ArcView Group June 2014 - September 2014
State Street January 2013 - February 2014
North Brookfield Savings Bank August 2011 - November 2012
United States Marine Corps Reserves August 2007 - February 2011
Skills
Banking, Time Management, Financial Modeling, Financial Analysis, Risk Management, Research
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Bachelor of Business Administration (B.B.A.), Financial Analysis, Risk Management, and Alternative Investments, 3.90GPA Summa Cum Laude
Belchertown High School
State Street 2015 - Present
Isenberg School of Management, UMass Amherst August 2014 - May 2015
State Street February 2014 - May 2015
Morrison Healthcare May 2012 - January 2014
Barletta Engineering and Heavy Division January 2012 - February 2012
Skills
Microsoft Office, Teamwork, Time Management, Microsoft Word, Customer Service, Leadership, Data Analysis, Microsoft Excel, Data Entry, PowerPoint, Social Media, Windows, Strategic Planning, JavaScript, Python, English, Outlook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Operation and Information Management, Minor in Information Technology
Universitat d'Alacant
International Economics
Natick High School
State Street September 2015 - Present
State Street March 2014 - Present
Security Capital Advisors, LLC May 2013 - March 2014
Skills
Stata, Minitab, Excel, PowerPoint, Access, Visual Basic, Microsoft Excel, Food, Customer Service, Event Management, Microsoft Word, Financial Modeling, Financial Analysis, Data Analysis, Analysis, Time Management, Teamwork, Microsoft Office, Public Speaking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
Saint Peter's Prep 2005 — 2009
Virtusa June 2015 - Present
State Street September 2013 - May 2015
Pioneer Financial Group - Northwestern Mutual Wealth Management June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Leadership, Data Analysis, Microsoft Excel, Salesforce.com, Public Speaking, Wealth Management, Microsoft Word, Customer Service, Time Management, Social Media, PowerPoint, Teamwork, Networking, Finance, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
State Street October 2013 - Present
Goldman Sachs May 2015 - August 2015
Ferris Development LLC December 2014 - January 2015
Ferris Capital, LLC May 2014 - August 2014
Lord & Taylor May 2013 - May 2014
Skills
Sales, Merchandising, Cashiering, Time Management, Close Attention to..., Retail, Retail Sales, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Inventory Management, Data Entry, Business Development, Teamwork, Salesforce.com, Leadership, Software Documentation
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Medway High School Medway, MA 2008 — 2012
"High School Degree"
Liberty Mutual Insurance June 2015 - Present
State Street April 2014 - January 2015
The Breitkopf Family June 2011 - January 2014
The deCorato Family June 2013 - August 2013
University of Massachusetts Amherst September 2012 - May 2013
Skills
Basic Accounting, Custodial Services, Microsoft Office, Customer Service, Event Planning, Basic Statistics, Writing, Social Media, Organization Skills, Information Systems, Data Analysis
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
SMART MELENIUM SOLUTIONS LIMITED March 2015 - Present
Outsourced Professionals Inc. Canada November 2013 - February 2014
Consultant Liberte Natural Foods Inc. Canada August 2013 - January 2014
Biswanath Chakrabarty & Co; Canada August 2012 - August 2013
Liberte Natural Foods Inc January 2010 - August 2012
GO Transit March 2009 - December 2009
Travelex September 2006 - March 2009
State Street July 2006 - September 2006
Mackenzie Financial December 2005 - March 2006
Reliance November 1998 - October 2000
Skills
Financial Reporting, QuickBooks, Outlook, PowerPoint, Preparation, Tax, Consolidation, Financial Statement..., Accounting, Internal Controls, Budget, Auditing, Forecasting, Budgets, Account Reconciliation, Payroll, Accounts Receivable, Financial Analysis, Finance, Accounts Payable, GAAP, Internal Audit, Journal Entries, Business Planning, IFRS
Education
CGA Canada 2002 — 2008
CGA, Accounting and Finance
Institute of Chartered Accountants of India (ICAI) 1978 — 1982
CA, Finance and Accounting
Institute of Cost and Works Accountants of India - ICWAI 1977 — 1980
Cost Accounting, Cost and Management Accounting
University of Calcutta 1974 — 1977
B.Com (Honours.), Commerce
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
State Street May 2014 - Present
Mullins Center October 2010 - Present
Mass Mutual Center March 2011 - Present
Liquors 44 May 2013 - June 2014
Naismith Memorial Basketball Hall of Fame June 2013 - August 2013
The Bottle Shop August 2008 - January 2013
Longmeadow Country Club April 2007 - August 2008
Skills
Microsoft Word, PowerPoint, Time Management, Financial Accounting, Transaction Processing, Microsoft Office, Microsoft Excel, Video, Financial Custody, Organizational Structure, Leadership, Teamwork, Customer Service, Inventory Management, Management, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
John Hancock Investments August 2013 - Present
Boston Whoopie February 2013 - June 2014
The Boston Company Asset Management, LLC May 2010 - March 2013
Purse-onality, The Boutique March 2011 - November 2011
State Street January 2009 - May 2010
eSecLending February 2008 - January 2009
Skills
Asset Management, Bloomberg, Client Relations Skills, Relationship Management, Client Service, Product Marketing, Equities, Investment Management, Series 7, Series 63, Client Services, Mutual Funds, Investments, Alternative Investments, Financial Services, Sales Support, Securities Lending, Performance Reporting, International Sales, Factset, UCITS, Reporting & Analysis, Global Client Management, Marketing Communications, Fixed Income, Securities, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2014 — 2017
Master of Business Administration (M.B.A.)
Suffolk University 2005 — 2008
Bachelor of Science (BS), Finance
Cambridge Associates September 2015 - Present
State Street June 2015 - September 2015
State Street November 2012 - May 2015
Berkshire Dining Commons September 2011 - December 2012
Stearns Wealth Management May 2012 - August 2012
Bodyscapes Fitness May 2010 - August 2011
Atlantic Bagel and Coffee August 2008 - August 2011
Erickson Retirement June 2009 - May 2010
Skills
Spanish, Turkish, Microsoft Office, Customer Service, Fitness, Final Cut Pro, Mac OS X, Time Management, Social Media, Social Media Marketing, Community Outreach, Personal Financial..., Wordpress, Prezi, Marketing Strategy, Marketing Communications, Motivation, Communication, Highly Ambitious, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Teamwork, PowerPoint, Public Speaking, Social Networking, Finance, Research, Marketing, Management, Financial Analysis, Event Planning, Facebook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Hingham High School 2007 — 2011
Ankara Üniversitesi TÖMER 2010 — 2010
Turkish Language and Literature
Bank of America Merrill Lynch April 2014 - Present
BNY Mellon September 2013 - February 2014
State Street August 2011 - September 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Impact Investing, Venture Philanthropy, Social Entrepreneurship, Nonprofits, Wealth Management, Asset Management, Investments, Mutual Funds, Private Equity, Institutional..., Endowments, Bloomberg, Investment Strategies, Fixed Income, Performance Benchmarking, Economic Research, Money Market Funds, Corporate Finance, Cash Flows, Wire Transfers, Expense Allocation, Factset, Manage Client..., Client Relations, Sustainability, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (BBA), Finance
University of Oxford
Wadham College, Independent Study
Bridgewater-Raynham Regional High School 2002 — 2006
Kaufman Rossin Fund Services June 2015 - Present
University of Massachusetts Amherst Annual Fund September 2011 - June 2015
State Street April 2014 - May 2015
MIT Aquatics July 2012 - May 2014
Whittemore Hardware September 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Teamwork, Supervisory Experience, Telephone Skills, Fundraising, Communication Skills, Data Analysis, Employee Training, Leadership, Financial Analysis, Microsoft Word, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, GPA: 3.33
Melrose High School 2007 — 2011
High School Diploma
State Street June 2015 - August 2015
Department of Public Works June 2012 - June 2015
The American Legion Post 227 June 2013 - August 2014
Myopia Hunt Club June 2005 - August 2013
Ferncroft Country Club June 2012 - August 2012
Skills
Creativity, Mathematics, People Skills, Time Management, Teamwork, Analytical Skills, Critical Thinking, Access, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Statistics, Information Systems, Research, Social Skills, Windows, Creative Writing, Economics, English, Team-oriented, Customer Service
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Bachelor's Degree, Finance, General
University of North Carolina at Wilmington 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Masconomet Regional High School 2008 — 2012
High School
State Street 2014 - Present
Mullins Center September 2013 - Present
Farm Credit East, ACA May 2015 - August 2015
Bell/Simons Distribution Center June 2013 - August 2014
Western New England University January 2013 - May 2013
Skills
Close Attention to..., Team Leadership, Teamwork, Keen Listener, Thinking Outside The Box, Critical Thinking, Research
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Isenberg School of Management, Sophomore
KPMG US January 2015 - March 2015
Atomic Catering June 2012 - January 2015
State Street October 2013 - December 2014
GTECH S.p.A. June 2014 - August 2014
GTECH S.p.A. May 2013 - January 2014
Athena's Restaurant September 2011 - October 2013
Skills
Access, HTML, Leadership, Microsoft Excel, Outlook, Team-oriented, Accounting, Team Leadership, Analysis, Social Media, Management, Finance, Auditing, Financial Analysis, Communication, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting with minor in IT
Scituate High School 2007 — 2011
Isenberg School of Management, UMass Amherst
Master’s Degree, Accounting
Credit Suisse May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
State Street September 2012 - May 2013
Skills
Microsoft Office, Team Leadership, Challenge Driven, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Alternative Investment Concentration & A double major in Economics
The University of Manchester 2013 — 2014
Bachelor of Business Administration (BBA), Accounting & Finance
Lincoln High School, RI 2007 — 2011
Loomis, Sayles & Company December 2014 - Present
State Street July 2011 - December 2014
The Trustees of Reservations May 2005 - September 2010
Skills
Microsoft Excel, Bloomberg, Account Reconciliation, SharePoint, Financial Analysis, Financial Reporting, Microsoft Office, Mutual Funds, Custody Evaluations, Macros
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
BBA, Accounting, Information Technology
Ipswich High School 2003 — 2007
Pioneer Investments October 2014 - Present
State Street August 2013 - October 2014
UMass Student Academic Services September 2012 - May 2013
ENERGYbits May 2012 - September 2012
Mullins Center Fall Face Off March 2011 - October 2011
Pittsfield Colonials June 2011 - August 2011
Wiffle Madness January 2011 - May 2011
CampusLive October 2009 - September 2010
McCormack Graduate School of Policy and Global Studies-UMass Boston May 2010 - August 2010
MiCasa July 2007 - July 2010
Skills
Strong Writing Skills, Website Development and..., Proficient in all..., Retail Sales experience, Flexible Working, Positive Attitude and..., Microsoft Office Suite, Microsoft Office, Sports, Retail Sales Experience, Flexible Schedule, Marketing, Social Media, Public Relations, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Science, Sport Management, French minor
Milton High School 2005 — 2009
Century 21 Advantage April 2011 - Present
Shelter Insurance Companies April 2008 - Present
System Source, Inc July 2007 - September 2007
Badcock and More Furniture July 2006 - July 2007
abt consulting February 2006 - July 2006
Keane Inc June 2005 - January 2006
John Hancock IT Financial Services June 2003 - June 2005
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
State Street 2000 - 2004
State Street Bank March 2000 - June 2003
Skills
TSO, Fileaid, JCL, VSAM, CICS, COBOL, Endevor, MVS, Syncsort, DB2, Intertest, Problem Solving, Accounting, Lotus Notes, WordPerfect, SPUFI, CMM, Xpediter, IMS DB/DC, Mainframe, ISPF, IBM Mainframe, DB2/SQL
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MPM, Masters of Project Management
Iona College 1976 — 1980
Bachelor of Arts (BA), Mathematics and Computer Science
New Rochelle Academy 1970 — 1976
Peace Corps Paraguay May 2014 - Present
EnerNOC July 2013 - December 2013
State Street June 2012 - May 2013
Massachusetts Small Business Development Center September 2011 - January 2012
Dinor Elementary School February 2009 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Social Media, Time Management, Data Analysis, Strategic Planning, Sustainability
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Business Management
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Corning Incorporated April 2014 - Present
Eastman Kodak October 2013 - March 2014
Bausch + Lomb September 2012 - September 2013
State Street April 2010 - May 2012
KPMG LLP New York January 2005 - March 2010
KPMG LLP June 2004 - August 2004
Skills
Financial Statements, US GAAP, 10K, Financial Modeling, SEC filings, Treasury, Management, Public Companies, Financial Accounting, Hedge Funds, Financial Services, Cash Management, SOX 404, Investment Banking, Alternative Investments, Private Equity, Corporate Finance, Internal Controls, Asset Managment, Forecasting, Investments, CPA, Auditing, Equities, Financial Analysis, Due Diligence, FIN 48, GAAP, FAS 157, Risk Management, Fund Of Funds, Valuation, Hyperion Enterprise, Sarbanes-Oxley, Internal Audit, Business Analysis, Capital Markets, 10Q, Finance, Banking, Fund Accounting, Financial Reporting, Financial Risk, External Audit, General Ledger, Tax, FAS 5, Accounting, Mutual Funds, Account Reconciliation
Education
Saint John's University 2001 — 2004
MBA, Public Accounting
Institute of Business Administration 1994 — 1997
Master of Business Administration (MBA), Accounting and Finance
New York State Education Department
CPA, Public Accounting
State Street May 2015 - Present
Records and Gift Processing Center September 2014 - August 2015
NBTY Vitamin World June 2014 - March 2015
Workers' Credit Union September 2011 - May 2013
Skills
Customer Service, Time Management, Hospitality, Sales, Microsoft Office, Presentations, Team Leadership, Social Networking, Human Resources, Cash Management, Secretarial Skills, Banking, Teamwork, Social Media, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Research
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (B.B.A.), Corporate Finance, Second Year
Chelmsford High School 2009 — 2013
Diploma
J.P. Morgan August 2014 - Present
State Street January 2012 - August 2014
New York Presbyterian Hospital May 2008 - December 2011
Merrill Lynch August 2010 - December 2010
Skills
Healthcare, Microsoft Excel, PowerPoint, Data Analysis, SPSS, Microsoft Word, Finance, Microsoft Office, Research, Access, Outlook, Customer Service, Hospitals, Critical Thinking, Financial Analysis, Teamwork, Fixed Income, Bloomberg, Analysis, Time Management, Financial Modeling, Financial Services, Leadership
Education
Iona College 2009 — 2011
BBA, Finance
State Street April 2015 - Present
Town of Norwood Department of Public Works June 2013 - September 2014
Norwood Recreation Department June 2012 - August 2012
Skills
Organization, Leadership, Time Management, Resourceful..., Critical Thinking, Networking, Teamwork, Reliability, Social Media, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Norwood High School 2009 — 2012
High School Diploma
State Street April 2014 - Present
University of Massachusetts Amherst January 2014 - May 2014
University of Massachusetts Amherst October 2013 - March 2014
Crumpin Fox Club August 2012 - September 2013
Skills
Teamwork, Time Management, Close Attention to..., Microsoft Word, PowerPoint, Microsoft Excel, PeopleSoft, Facebook, Instagram, Twitter, Communication
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Accounting
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Accounting
Turners Falls High School 2010 — 2013
State Street April 2015 - Present
Pratt & Whitney May 2015 - August 2015
Country Club of Wilbraham July 2012 - August 2015
UPS December 2014 - January 2015
Springfield Food Service Program June 2012 - August 2014
Skills
Customer Service, Organization, Microsoft Excel, Microsoft Word, Communication, iMovie, Team Leadership, Public Speaking, Mac OS, JavaScript, Microsoft Access, Accounts Receivable, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Accounting and Business/Management, Sophomore
Minnechaug Regional High School 2009 — 2013
General Studies
TripAdvisor June 2015 - Present
EMC June 2014 - June 2015
EMC June 2013 - August 2013
Reebok January 2013 - June 2013
State Street August 2012 - December 2012
University of Massachusetts Amherst September 2011 - December 2012
Skills
Microsoft Office, Reporting & Analysis, Tableau, Data Analysis, Microsoft Excel, Java, Entrepreneurship, Leadership, Big Data, SAS, SQL, SAP, Salesforce.com, Social Media, Data Visualization, Marketing, Financial Analysis, Business Intelligence, WordPress, SPSS, RapidMiner, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Operations & Information Management
State Street Corporation June 2012 - Present
State Street September 1997 - May 2012
Fidelity Investments 1985 - 1997
Skills
Business Analysis, SDLC, Program Management, PMO, Process Improvement, Project Management, Project Portfolio..., Financial Services, Business Process Design, Insurance, SharePoint, Consulting, Virtual Teams, Business Process..., CRM, Business Development, Management, PMP, Business Process, Portfolio Management, Project Planning, Requirements Analysis, Market Research, Product Management, Strategy, Leadership, Governance, Vendor Management, E-commerce, Risk Management, Performance Measurement, Team Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration, Finance and Economics
State Street October 2013 - Present
ITdepot February 2009 - Present
3M January 2012 - October 2013
Western Asset Fixed income Management February 2005 - May 2011
Capital Group January 1999 - January 2005
Inc Cubate January 1998 - January 1999
Lockheed Martin January 1994 - January 1998
National Semiconductor March 1990 - February 1994
Skills
Sun Certified Java..., CFA Level 3 Candidate, Investments, Microsoft Technologies, J2EE Architecture, Java, MySQL, Sybase, Eclipse, Financial Analysis, Derivatives, Fixed Income, Equities, Software Development, Enterprise Software, Spanish, Weblogic, Spring, Linux, Trading Systems, FX, Capital Markets, Asset Management, SQL, Bloomberg, VBA, SQL Server, Business Analysis, Unix, XML, Bonds, Web Services, Agile, J2EE, C, HTML, JavaScript, Analysis, Requirements Analysis, Financial Markets, SOA, Software Project..., Financial Modeling, Windows, Options, Databases, Integration, Java Enterprise Edition, Testing, Web Applications
Education
University of California, Irvine 1989 — 1991
MBA, General Management
ITBA 1980 — 1985
MSEE, Computer Science
Colegio San Jose 1975 — 1980
high school, commercial
Colegio La Salle Rosario 1973 — 1975
High School, commerce
Nueterra March 2015 - August 2015
State Street June 2014 - July 2014
State Street January 2014 - May 2014
Mersoft Corporation March 2008 - September 2011
Sprint Nextel August 2007 - January 2008
J.P. Morgan May 2005 - June 2007
Sprint Nextel June 1987 - October 2004
Skills
SQL, Eclipse, Java, Software Development, XML, Spring, REST, JSP
Education
Johnson County Community College 2012 — 2014
Associate of Applied Science, Accounting
Iowa State University 1981 — 1987
Bachelor, Computer Science
State Street Bank and Trust Company of New Hampshire April 2009 - Present
HoneyMac Jazz January 2009 - Present
State Street October 1982 - January 2009
State Street Bank and Trust Company 1982 - 2009
Skills
Sovereign, Fixed Income, FX Options, Commercial Banking, Banking, Investments, Financial Risk, Equities, Counterparty Risk, Securities, Financial Modeling, Due Diligence, Derivatives, Treasury Management, Capital Markets, Market Risk, Asset Management, Risk Management, Financial Services, Credit Risk, Alternative Investments, Basel II, Bloomberg, Valuation, Risk Assessment, Investment Banking, Enterprise Risk..., Financial Markets, Portfolio Management, Mutual Funds, Hedge Funds
Education
University of Chicago Graduate School of Business 1972 — 1974
MBA, Finance and Management Sciences
Iowa State University 1966 — 1970
BS, Computer Science/Statistics
State Street July 2015 - Present
State Street December 2014 - July 2015
VCU Athletics August 2013 - June 2014
Worcester Sharks October 2012 - April 2013
IMG January 2012 - May 2012
New Hampshire Fisher Cats May 2011 - August 2011
Pro Edge Sports September 2010 - April 2011
University of Massachusetts Amherst - Athletic Marketing December 2008 - March 2011
University of Massachusetts Amherst - Athletic Marketing June 2010 - August 2010
Skills
Sports Management, Promotions, Sports Marketing, Ticket Sales, Social Media Marketing, Marketing, Archtics, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Marketing Strategy
Education
University of Massachusetts Dartmouth 2011 — 2012
M.B.A., Marketing
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
B.S. and B.B.A., Sport Management and Marketing
Charter Schools USA July 2013 - Present
Consultis March 2009 - July 2009
Consultis November 2008 - March 2009
State Street June 2007 - June 2008
Skills
Sales, Time Management, Management, Account Management, Leadership, CRM, Training, Business Development, Customer Service, Vendor Management, Team Building, Strategic Planning
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Marketing
University of Massachusetts, Amherst 2002 — 2006
Business, Marketing
Hartford Investment Management (HIMCO) June 2013 - Present
Hartford Investment Management (HIMCO) December 2011 - May 2013
State Street May 2011 - December 2011
Hartford Investment Management June 2010 - May 2011
Minutemen Equity Fund 2009 - 2010
State Street June 2008 - August 2008
Skills
Bloomberg, Fixed Income, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Analysis, Valuation, Mutual Funds, Asset Allocation, Economics, Asset Managment, CDO, ABS, Structured Finance, Asset Management
Education
Northeastern University 2010 — 2013
MA, Economics
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
University of Massachusetts, Amherst 2006 — 2010
Bachelor's of Arts, Economics
Converse February 2015 - Present
John Hancock Financial Services July 2014 - October 2014
University of Massachusetts Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2013 - May 2014
Minutemen Equity Fund September 2012 - December 2013
J.P. Morgan June 2013 - August 2013
State Street January 2013 - May 2013
University of Massachusetts Amherst September 2010 - December 2012
Stelios Pizza May 2008 - September 2012
Persy’s Place, Breakfast and Lunch Restaurant March 2008 - September 2012
Skills
PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Research, Social Media, Public Speaking, Teamwork, Customer Service, Social Networking, Microsoft Word, Leadership, Analysis, Time Management, Management
Education
Commonwealth Honors College, Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Massachusetts 2010 — 2014
Bachelor of Business Administration (BBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Finance, 3.87, Magna Cum Laude
Mashpee High School 2006 — 2010
Graduated 4th in the Class
State Street May 2015 - Present
Captain Kidd Restaurant June 2012 - August 2014
Jake n Joes Sports Grille June 2011 - May 2012
Skills
Microsoft Excel, Microsoft Access, Customer Service, Teamwork, Social Networking, Time Management, Accounting, Public Speaking, Communication, Leadership, Financial Accounting, Financial Services, Auditing, Data Analysis, Microsoft Word, Access, Outlook
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Senior
Norwood High School 2008 — 2012
Accounting
State Street August 2015 - Present
Samsonite May 2015 - August 2015
Eagle Brook Saloon June 2012 - August 2015
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Team Leadership, Team Building, Customer Service, Social Networking, Microsoft Office, Research
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor's Degree, Sophomore
University of Massachusetts, Amherst 2014 — 2018
Bachelor of Business Administration in Management
King Philip Regional High School 2010 — 2014
High School, 3.6
State Street September 2014 - Present
Eze Software Group April 2013 - 2014
DST Global Solutions April 2011 - April 2013
DST Global Solutions April 2010 - May 2011
DST Global Solutions January 2004 - April 2010
COR Financial Solutions June 2000 - January 2004
Computer Aided Decisions August 1998 - June 2000
State Street January 1997 - June 1998
Skills
Asset Managment, Business Analysis, Fixed Income, Product Management, Equities, Portfolio Management, Risk Management, Hedge Funds, Derivatives, Financial Risk, Project Management, Performance Measurement, Data Management, Trading Systems, Financial Services, Software Implementation, Mutual Funds, Asset Management, Market Data, Financial Markets, Back Office, Corporate Actions, Bloomberg, Analytics
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
BBA, Accounting
InsureMonkey October 2014 - Present
State Street November 2013 - August 2014
Esurance June 2013 - October 2013
Wells Fargo July 2012 - June 2013
Allied Solutions LLC July 2010 - July 2011
Skills
PowerPoint, Marketing, Risk Management, Business Strategy, Business Analysis, Banking, Process Improvement, Budgets, Analysis, Team Building, Sales, Insurance, Stocks, Financial Analysis, Customer Service, Financial Accounting, Accounting
Education
Iowa State University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
PwC July 2014 - Present
University of Massachusetts July 2013 - July 2014
United Auto Workers September 2012 - May 2014
University of Massachusetts Amherst September 2011 - May 2014
Isenberg School of Management, UMass Amherst September 2012 - January 2014
PwC June 2013 - August 2013
State Street September 2012 - May 2013
Isenberg School of Management, UMass Amherst September 2012 - May 2013
Isenberg School of Management, UMass Amherst September 2010 - May 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Customer Service, Community Development, Diversity & Inclusion, Management, Internal Controls, Phone Etiquette, Event Planning, Access, Teamwork, SOC 1, IT Audit, Java, Data Processing, Security, Sarbanes-Oxley Act, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Cash Register, Mentoring, Image, Google Docs, MCH, STS, Visio, Prezi, Information Technology
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Bishop Stang High School 2006 — 2010
General Education
Office of the Comptroller of the Currency June 2013 - Present
BNY Mellon August 2011 - May 2013
National Grid May 2010 - January 2011
State Street July 2008 - January 2009
Skills
Finance, Accounting, Entrepreneurship, Real Estate, Risk Management, Auditing, Financial Analysis, Financial Reporting, Financial Services, Business Analysis, Internal Controls, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Minutemen Fixed Income Fund May 2015 - Present
Brookhurst Capital Management June 2015 - September 2015
Saibus Research June 2015 - September 2015
State Street May 2015 - July 2015
Isenberg School of Management, UMass Amherst September 2014 - May 2015
NuLife Medical May 2014 - August 2014
Skills
Microsoft Office, Teamwork, Public Speaking, Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Bloomberg, Equities
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor's Degree, Finance
Saint John's High School 2010 — 2014
High School
University of Massachusetts Amherst September 2015 - Present
Isenberg School of Management, UMass Amherst September 2015 - Present
JPMorgan Chase & Co. June 2015 - August 2015
State Street August 2014 - August 2015
Grace Coastal Shop May 2013 - September 2014
Main Street Grille June 2014 - August 2014
Stonington Community Center (COMO) May 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Commonwealth Honors College April 2013 - April 2014
Greater Mystic Chamber of Commerce May 2013 - August 2013
Skills
Fundraising, Sales, Retail, Nonprofits, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Data Analysis
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA)
John Cabot University 2015 — 2015
Bachelor's Degree, Finance and Economics
East Lyme High School 2008 — 2012
KPMG May 2014 - Present
Taxware August 2013 - May 2014
Whole Foods Market July 2007 - July 2013
State Street June 2012 - May 2013
Skills
Time Management, Microsoft Excel, Customer Service, Financial Analysis, Investments, Economics, Bloomberg, Mutual Funds, CRM, Customer Experience, Valuation, Leadership, Team Leadership, Financial Services, Sales, Bloomberg Terminal, Calculus, Stocks, Retail Sales, Access, Quantitative Analytics, Team Building, Client Retention, Fluent in Cantonese, Proficient in Word,..., Organization, Microsoft Office, Teamwork, Management, Client Liason, Communication, Cantonese, Customer Retention
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Finance
Winchester High School 2006 — 2009
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
State Street January 2015 - Present
BNY Mellon October 2010 - December 2014
BNY Mellon September 2007 - September 2010
JPMorgan Chase February 2005 - August 2007
Irish Nationwide Building Society September 2003 - February 2005
Irish Nationwide Building Society June 2003 - August 2003
Tom Higgins Distributor Ltd October 2000 - September 2001
Skills
Corporate Finance, Project Management, Microsoft Office, Process improvement, Data Analysis, Corporate Communications, Supply Chain Management, Hedge Funds, Mortgage Servicing, Workflow Management, Team Management, Investor Relations, Client Services, CRM, Mutual Funds, Management, Microsoft Excel, Asset Management, Process Improvement, Investments, Banking, Investment Banking, Financial Services, Financial Analysis
Education
Institute of Technology, Sligo
Bachelor of Business Studies (BBS), Management & Marketing
Blue Cross Blue Shield Association June 2015 - Present
Best Buy July 2014 - May 2015
State Street September 2013 - June 2014
State Street January 2012 - July 2013
AhnLab, Inc. September 2011 - December 2011
TJ Maxx May 2011 - August 2011
Skills
Software Project..., Agile Methodologies, Microsoft SQL Server, SDLC, Requirements Analysis, Project Delivery, Business Analysis, Requirements Gathering, Data Warehousing, SQL, Project Management, Database Design, Business Intelligence
Education
Indira Gandhi National Open University 2001 — 2006
MCA, Computer Science
University of Madras 1996 — 1999
B.Sc, Computer Science
Bishop Heber Higher Secondary School, Tiruchirapallai 1994 — 1996
Higher Secondary, Mathematics, Physics, Chemistry, Computer Science
Wellington Management June 2015 - August 2015
KPMG US January 2014 - May 2015
KPMG US January 2015 - March 2015
KPMG US June 2014 - August 2014
State Street February 2014 - May 2014
KPMG US June 2013 - August 2013
Skills
Project Management, Financial Analysis, Program Management, Strategy, Business Analysis, Project Planning, Microsoft Office, Auditing, Leadership, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Hudson High School 2008 — 2012
Cisco June 2015 - Present
State Street September 2014 - February 2015
Blue Cross Blue Shield of Massachusetts May 2014 - August 2014
UMass Boston August 2012 - December 2013
Vortech Analytics 2012 - 2013
Skills
Entrepreneurship, Economic Modeling, Data Analysis, Analytical Skills, Creative Problem Solving, Linear Programming, Econometrics, Predictive Analytics, Analytics, Data Mining, SQL, SAP, Tableau, Microsoft Excel, Business Objects, Translation, Marketing, Social Media Marketing, MS Excel Pivot Tables, SPSS, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Analysis, Team Leadership
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor's Degree, Operations and Information Management, Economics, 3.94
BMO Financial Group May 2013 - Present
GfK Canada January 2012 - May 2013
State Street 2011 - 2012
Altima Dental Canada 2010 - 2011
Merrill Lynch International Bank 2007 - 2010
Nass The Group / Nass Corporation, Bahrain 2006 - 2007
Basma W.L.L. 1999 - 2005
Skills
Financial Reporting, Accounting, General Ledger, Accounts Payable, IFRS, Financial Statements, Accounts Receivable, QuickBooks, Forecasting, Account Reconciliation, Finance, Budgets, Journal Entries, Financial Analysis, Bookkeeping, Management, Cash Management, Analysis, Variance Analysis, Financial Accounting, Payroll, Internal Controls, GAAP, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance, Financial Audits, US GAAP
Education
The Institute of Certified Public Accountant - Ireland
CPA
The American Institute of Certified Public Accountant 2011 — 2012
CPA
Indira Gandhi National Open University 2004 — 2006
MBA, FINANCE
University of Mumbai 1992 — 1997
B-COM, ACCOUNTING
Airport High School
Airport High School
State Street April 2015 - Present
Banco Interatlantico April 2013 - October 2014
Education
ISCTE - Instituto Universitário de Lisboa 2011 — 2013
Master’s Degree, Accounting
ISCTE - Instituto Universitário de Lisboa 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
PowerAdvocate April 2015 - Present
State Street March 2013 - April 2015
Masonite April 2012 - February 2013
Everyday Bids, LLC April 2011 - November 2012
W2 Energy, Inc. April 2010 - October 2010
Macy's June 2008 - January 2010
Skills
Business Development, Inventory Management, Operations Management, Customer Service, Sales, Negotiation, Microsoft Office, Sales Operations, Management, Team Leadership, Retail, Supply Chain, Forecasting, Time Management, Leadership
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelor of Science, Managerial Economics
Rimini Street December 2014 - Present
Accretive Solutions April 2014 - December 2014
Hardinge Inc December 2013 - February 2014
Bauer Hockey, Inc May 2013 - November 2013
MKS Instruments September 2012 - February 2013
State Street March 2012 - July 2012
Exa Corporation May 2011 - September 2011
Momentive Performance Materials December 2010 - April 2011
Anika Therapeutics August 2010 - October 2010
American Superconductor February 2007 - June 2010
Skills
SOX, Internal Controls, Financial Reporting, SEC reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Managerial Finance, External Audit, Financial Statements, Finance, Auditing, Internal Audit, IPO, Analysis, CPA, Risk Assessment, Accounting, Financial Analysis, Financial Accounting, IFRS, Cost Accounting, Financial Modeling, Financial Audits, GAAP, Forecasting, Business Process..., Management, Enterprise Risk..., Budgets, Process Improvement, IT Audit, Acquisition Integration, Financial Risk, SOX 404, ERP, Executive Management, Tax, SAP, SAS70, COSO, General Ledger, Account Reconciliation, Mergers & Acquisitions, Risk Management, Corporate Governance, Cash Management, Cash Flow, Due Diligence
Education
Isenberg School of Management, UMass Amherst 1990 — 1993
BBA, Accounting and Information Systems
Weymouth North High School
Legrand, North America June 2014 - Present
Isenberg Marketing Club September 2013 - May 2014
State Street August 2012 - May 2014
University of Massachusetts - Amherst September 2010 - May 2014
Target June 2013 - January 2014
The Dreyfuss Group January 2013 - April 2013
State Street June 2012 - August 2012
Skills
Financial Services, Microsoft Office, Marketing, Facebook, Customer Service, Social Networking, Time Management, Management, Public Relations, PowerPoint, Data Analysis, Research, Photoshop, Leadership, Teamwork, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Marketing
Oliver Ames High School 2005 — 2010
State Street August 2015 - Present
Morgan Stanley May 2015 - Present
North Jersey Country Club March 2009 - Present
Skills
Leadership, Time Management, Public Speaking, SQL, SAP, SAP BW, Business Objects..., BEx Query Designer, Business Objects..., Tableau, Crystal Reports, RapidMiner, SPSS, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Management, Research, Entrepreneurship, Communication, Customer Service, Driven By Results
Education
University of Massachusetts at Amherst - Isenberg School of Management 2015 — 2017
Operations & Information Management, Sophomore
Western New England University 2013 — 2014
Entrepreneurship/Entrepreneurial Studies, GPA: 3.6
Raytheon July 2015 - Present
Supercuts SoccerFest September 2014 - April 2015
State Street April 2014 - February 2015
Raytheon July 2014 - January 2015
Course Hero, Inc. May 2013 - August 2013
Target Soccer Academy August 2010 - August 2013
Skills
Teamwork, Customer Service, Coaching, Social Media Marketing, Microsoft Excel, Mentoring, Financial Modeling, Financial Reporting, Financial Forecasting, Leadership, Finance, Event Planning, Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Corporate Finance, 3.76, Cum Laude
Concord Carlisle Regional High School 2007 — 2011
TechFlow, Inc. 2015 - 2015
United States Department of Defense November 2013 - October 2014
Medtronic 2014 - 2014
Entertainment Partners 2013 - 2013
24 Hour Fitness 2013 - 2013
State Street September 2011 - August 2012
Mayo Clinic September 2010 - August 2011
Screen Actors Guild - Producers Pension & Health Plans September 2006 - June 2009
Data Lab. Inc 2005 - 2006
JW's Software Gems 1996 - 2005
Skills
J2EE Application..., Flex, Visual C++, PL/SQL, Eclipse, Glassfish, Weblogic, WebSphere Application..., Sybase, Crystal Reports, .NET, Java Enterprise Edition, Agile Methodologies, JBuilder, Microsoft SQL Server, SQL, DB2, XML, MFC, Systems Analysis, Production Support, Stock Market, Big Data, Map Reduce, Hadoop, SDLC, C++, Java, SOA, Struts, Spring, Web Applications, REST, Scrum, SOAP, Databases, Software Development, Web Services, MySQL, IIS, PHP, Tomcat, MapReduce, WebLogic, Spring Framework
Education
University High School 1978 — 1981
High School Diploma, Computer Science
CA Technologies August 2014 - Present
State Street August 2012 - May 2014
Tupelo Press June 2013 - July 2013
MountainOne May 2011 - January 2012
Skills
Marketing, Social Media Marketing, Marketing Strategy, Content Strategy, Content Management, Digital Marketing, Online Marketing, Strategy, Digital Strategy, Management, Project Management, Digital Media, Marketing Communications, Product Marketing, Corporate Communications, Communication, Writing, Blogging, Public Relations, Strategic Communications, Thought Leadership, Internal Communications, Newsletters, Publishing, Editing, Go-to-market Strategy, Business Analysis, Business Strategy, Financial Analysis, Economics, SEO, Competitive Analysis, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Management
State Street September 2015 - Present
Harbor Light Toy Company July 2011 - Present
Child care June 2011 - Present
Skills
Microsoft Office, Customer Service, Organizational..., Time Management, Teamwork, Leadership, Management
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor's Degree, Business Management, Sophomore
University of Massachusetts, Amherst 2014 — 2018
Bachelor’s Degree, Business Management
Scituate High School 2010 — 2014
High School
UMASS Residence Life August 2014 - Present
State Street May 2014 - Present
Dunkin Donuts May 2013 - May 2014
Nashoba Valley Ski Area November 2011 - March 2013
Skills
Time Management, Team Leadership, Microsoft Excel, Microsoft Office, Customer Service, Customer Satisfaction, Passionate about work, Expert Determination, Desire to Learn, Teamwork, Social Media
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Comark Interactive Solutions June 2015 - Present
State Street January 2014 - Present
South Shore YMCA March 2013 - Present
South Shore YMCA March 2012 - December 2013
Hanover Youth Athletic Association July 2012 - August 2013
Skills
Teamwork, People-oriented, Leadership, Time Management, Microsoft Office, Networking, Data Analysis, Research, Analysis, Management, Customer Service, Finance
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Junior
Hanover High School 2009 — 2013
Command Transportation December 2014 - Present
State Street July 2013 - Present
Iowa State University March 2012 - May 2013
MassMutual Financial Group May 2012 - August 2012
Skills
Analysis, Microsoft Office, Economics, Business, Leadership, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Marketing, Data Analysis, Higher Education, Teaching, Public Relations, Editing
Education
Iowa State University 2009 — 2012
Bachelor of Science (B.S.), Business/Managerial Economics, Senior
State Street June 2015 - Present
State Street November 2012 - June 2015
State Street June 2014 - August 2014
Nuance Communications June 2012 - August 2012
Skills
Analysis, Financial Risk, Internal Controls, Financial Services, Microsoft Excel, Internal Audit, Investments, Finance, Trading
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
BBA, Finance, Junior
University of Massachusetts Dartmouth 2011 — 2011
Finance, General
State Street February 2014 - Present
Isenberg School of Management, UMass Amherst September 2014 - Present
Medical Billing Specialists, Inc. June 2013 - August 2013
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor's Degree, Finance
Sharon High School 2008 — 2012
2011 U.S. Department of Education National Blue Ribbon School
State Street June 2015 - Present
Northwestern Mutual May 2014 - October 2014
Zaiser Landscaping Inc. May 2011 - May 2014
Hy-Vee July 2010 - January 2011
Education
Iowa State University - College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
JPMorgan Chase & Co. June 2015 - August 2015
State Street August 2014 - December 2014
Roc Nation June 2014 - August 2014
Supercuts SoccerFest January 2014 - April 2014
Evolution Media Talent LLC May 2013 - August 2013
Umass Mens Basketball Team October 2012 - March 2013
Camp Chen-A-Wanda June 2011 - August 2012
Reel Life Media July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Technology, Social Media, Leadership, Sports Management, Human Resources, Sports Marketing, Marketing, Sports, Facebook, Final Cut Pro, Event Planning, Editing, Advertising, Sponsorship, Social Networking, Event Management, Social Media Marketing, Marketing Strategy
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Bachelor of Science (B.S.), Finance, Sport Management, Senior
Universitat Autònoma de Barcelona 2015 — 2015
Wayne Valley High School 2008 — 2012
The TJX Companies, Inc. May 2015 - August 2015
Massachusetts Small Business Development Center September 2014 - December 2014
State Street October 2013 - December 2014
TJX May 2014 - August 2014
University of Massachusetts Amherst August 2013 - December 2013
Fancy's Produce Inc. June 2010 - September 2013
American Heritage Realty June 2010 - September 2013
Skills
Russian, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Customer Service, Leadership, Data Entry, PowerPoint, Microsoft Office, Minitab, Business Planning, Program Management, Management, Market Research, Social Media, Research, Public Speaking, Social Networking, Event Planning
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration in Operations & Information Management, Supply Chain Management, Real Estate, Senior
Nauset Regional High School 2008 — 2012
State Street January 2014 - Present
ISO Claims Partners (formerly Crowe Paradis) September 2013 - January 2014
BLA Schwartz, PC May 2013 - August 2013
UMass Housing and Residence Life August 2010 - May 2013
Massachusetts Office of the Attorney General May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Microsoft Word, People-oriented, Research, Writing, Time Management, Facebook, Community Outreach, PowerPoint, Higher Education, Event Planning, Critical Thinking, Editing, Public Speaking, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
B.B.A., Finance, 4.0, summa cum laude, Commonwealth Honors College, greatest distinction
University of Massachusetts, Amherst 2009 — 2013
B.A., History
North Middlesex Regional High School 2005 — 2009
High School Diploma
Boston Beer Company July 2014 - Present
Raytheon July 2013 - July 2014
Raytheon Company July 2011 - August 2013
Raytheon January 2013 - July 2013
Raytheon July 2012 - January 2013
Raytheon Company January 2012 - July 2012
Raytheon July 2011 - January 2012
State Street June 2010 - August 2010
Skills
Financial Analysis, Corporate Finance, Financial Forecasting, Financial & Operational..., Gross Profit Analysis, P&L Analysis, Data Analysis, Financial Reporting, Financial Variance..., Six Sigma, Microsoft Office, PowerPoint, Earned Value Management, SAP BW, Excel, Word, Business Process..., Month End Close
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelors of Business Administration (Summa Cum Laude), Finance & Operations Management
State Street September 2015 - Present
Eye Physicians of Northampton July 2014 - March 2015
University of Massachusetts Amherst January 2014 - May 2014
United Technologies Aerospace Systems May 2013 - December 2013
University of Massachusetts Amherst September 2012 - June 2013
Yankee Candle Company October 2011 - May 2012
Accelerated Services International May 2009 - March 2010
BMW of Roxbury November 2007 - January 2009
Wide World of Cars November 2004 - November 2007
Schultz Ford March 2004 - November 2004
Skills
Troubleshooting, Accounting, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Risk Management, PowerPoint, Customer Service, Management, Security, Windows, Process Improvement, Time Management, IT Solutions, IT Outsourcing, Network Administration, Computer Hardware, Claims Management, Supervising, Consulting, Auditing, Finance, Forecasting, Program Management, Teamwork, Project Planning, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Accounts Payable, Accounts Receivable, Account Reconciliation, Market Research, Online Research, Benchmarking, Automotive, Computer Repair, Data Analysis, Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2014
Master's Degree, Accounting
Ramapo College of New Jersey 2009 — 2011
Bachelor's Degree, Major: Finance, Minor: Accounting, 3.97
Rockland Community College 1996 — 1998
A.S., Math and Science
Prime Trading, LLC - Chicago and NYC January 2012 - Present
Prime International, LLC June 2010 - December 2011
State Street Bank June 2009 - October 2009
State Street August 2008 - October 2009
State Street August 2008 - June 2009
Skills
Equities, Financial Reporting, Options, Fixed Income, Trading, Mutual Funds, Commodity, Management, Portfolio Management, Money Market, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
B.B.A., Finance (Investments), Pre-Med
Cathedral High School 1999 — 2003
HS Diploma
Liberty Mutual Insurance July 2015 - Present
State Street January 2013 - June 2015
BAE Systems - Electonic Solutions May 2014 - September 2014
Skills
Microsoft Office, STS Software, MCH Software, IMaGE Software, Customer Service, Public Speaking, Research, Mentoring, Employee Training, Process Improvement, Analysis, Trade Operations, Risk Management, Leadership, Investments, Financial Analysis, Data Analysis, Access, Financial Modeling, Bloomberg, Banking, Mutual Funds, Accounting, Equities, Securities
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Financial Analysis, Minor in Economics
Liberty Mutual Investments June 2014 - August 2014
State Street May 2013 - April 2014
Hanrahan's Carpentry May 2009 - September 2012
Camp Nashoba June 2008 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Bloomberg, Access, Microsoft Office, Microsoft Word, Bloomberg Terminal, Mutual Funds, Pricing Analysis, Fixed Income, French, Italian, Transaction Processing, High Yield Bonds, Leveraged Finance, Credit Analysis
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, 3.93/4.0 GPA, Summa Cum Laude
Acton-Boxboro Regional High School 2007 — 2011
GED
State Street March 2015 - Present
jcpenney August 2013 - May 2015
BNY Mellon September 2014 - March 2015
Icon Parking Systems October 2013 - September 2014
Siller and Cohen of Lincoln Financial January 2013 - May 2013
March of Dimes May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Fundraising, Sales, Entrepreneurship, Microsoft Word, Leadership, Finance, Bloomberg Terminal, Bloomberg Essentials, Customer Service, Accounts Receivable, Management, Windows, Internet Explorer, Firefox, Microsoft Office, KYC, AML, FATCA, Accounting, Financial Analysis, Teamwork, Time Management, Financial Services, Social Networking
Education
Iona College 2009 — 2013
Bachelor's Degree, Finance, General, 3.3346 GPA
Principal Global Investors September 2013 - Present
State Street March 2012 - September 2013
State Street May 2007 - March 2012
State Street March 2006 - May 2007
State Street July 2005 - March 2006
Education
Iowa State University 2001 — 2005
Bachelor of Science (BS), Marketing
State Street January 2013 - Present
Kingston Recreation Department July 2014 - September 2014
Kingston Recreation Department July 2011 - August 2013
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Accounting, Event Planning, Access, Management, Customer Service, Team Leadership, Social Networking, Analysis, Finance
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Accounting
Isenberg School of Management, UMass Amherst 2012 — 2016
Accounting
State Street March 2015 - Present
State Street December 2013 - March 2015
Massacusetts Small Business Developement Center May 2013 - July 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Finance, Microsoft Word, Economics, Training, Financial Services, Leadership, Time Management, Marketing, Social Media, Mac, Management, Team Leadership, Customer Service, Research, PowerPoint, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2010 — 2015
Bachelor of Business Administration (BBA), Finance, Financial Analyst, 3.63
University of Massachusetts, Amherst 2010 — 2015
Bachelor of Arts (BA), Economics, 3.63
Monument Mountain Regional High School 2006 — 2010
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
UC Berkeley June 2014 - Present
East Bay Bulldogs February 2010 - August 2015
UC Berkeley May 2013 - May 2014
Guitar Center Corporate (Support Center) February 2012 - May 2013
State Street Bank May 2009 - June 2011
State Street February 2008 - April 2009
Sanctum Sound August 2008 - December 2008
Skills
Financial Analysis, Management, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Social Media, Market Research, Marketing, Research, Mac, Software, Recording, Public Speaking, Editing, Outlook, Coaching, Digital Proofing, Error & Mistake Proofing, Advertising, Advertising Research, Advertising Sales, Business Analysis, Market Analysis, Portfolio Management, Fixed Income, Community Leadership, Client Correspondence, Media, SQL, Analysis
Education
Saint Mary's College of California 2015 — 2016
Master of Science (MS), Business Analytics
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance and Operations Management
Putnam Investments April 2015 - Present
Putnam Investments November 2014 - March 2015
State Street October 2012 - May 2014
Fiduciary Trust Company June 2013 - August 2013
Salem Country Club March 2012 - September 2012
Essex County Club May 2011 - September 2011
HoopMountain December 2010 - April 2011
Mount Hood Golf Course July 2007 - September 2010
Mount Hood Golf Course June 2007 - September 2010
Aramark LLC April 2010 - August 2010
Skills
Microsoft Office, Time Management, AutoCAD Mechanical, Leadership, Data Analysis, Access, Management, Microsoft Excel, Microsoft Word, Customer Service, Coaching, Equity Research, PowerPoint, E-commerce, Adobe Dreamweaver
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.64
Melrose High School 2006 — 2010
GE Capital July 2014 - Present
State Street September 2012 - March 2014
JPMorgan Chase June 2013 - August 2013
Bristol County Savings Bank June 2012 - January 2013
Bristol County Savings Bank July 2009 - January 2012
DePuy Institute, Johnson & Johnson February 2010 - June 2010
Skills
Microsoft Office 2010, Minitab, Dependable, Organized, Efficient, Diligent, Multi-Currency Horizon, Microsoft Word, Office 2010, Microsoft Office, Financial Accounting, Finance, Data Analysis, Corporate Finance, Accounting, Investments, Banking, Analysis, Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.88 GPA
Wellington Solar October 2014 - Present
The RISConsulting Group LLC September 2011 - July 2014
State Street January 2008 - March 2010
MassMutual Financial Group June 2002 - March 2007
Skills
Financial Modeling, Derivatives, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Risk Management, Financial Services, Bloomberg, Fixed Income, Financial Risk, Equities, Asset Managment, Investments, Portfolio Management, Strategic Financial..., Due Diligence, Mutual Funds, Asset Management, Investment Banking, Trading, Banking, Hedge Funds, Securities, Quantitative Analytics, Enterprise Risk..., Financial Markets, Cash Management, Relationship Management, Finance, Credit Risk, Private Equity, Market Risk, Equity Research, Credit, Alternative Investments, Analysis, Emerging Markets, FX Options, Options
Education
Isenberg School of Management, UMass Amherst 2002 — 2007
PhD, Finance
University of Massachusetts, Amherst 2000 — 2002
MBA, Finance
Boston Scientific September 2014 - Present
Boston Scientific June 2013 - September 2014
State Street March 2012 - May 2013
State Street February 2011 - May 2012
State Street December 2007 - February 2011
Skills
Process Improvement, PPM, Enterprise Content..., Change Management, Project Management, Management, Project Portfolio..., Business Analysis, Strategy, Procure-to-Pay
Education
Isenberg School of Management, UMass Amherst 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Carnegie Mellon University 2000 — 2004
BFA, Music Performance, Voice Performance, 3.14
Global Atlantic Financial Group Limited April 2015 - Present
Liberty Mutual Group Asset Management Inc. 2013 - March 2015
State Street April 2012 - January 2013
State Street Corporation September 2006 - April 2012
State Street July 2005 - September 2006
Skills
Fixed Income, Capital Markets, Trading, Banking, Treasury, Money Market, Bloomberg, Derivatives, Equities, Bonds, Investment Management, Securities, FX Options, Series 7, Series 63, Hedge Funds, Investments, Financial Analysis, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2005
Bachelor of Science (B.S.), Finance, General
University of Massachusetts, Amherst
Brown Brothers Harriman May 2012 - Present
State Street November 2004 - May 2012
PFPC June 2001 - November 2004
PFPC 2001 - 2004
Skills
Hedge Funds, Private Equity, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Securities, Equities, Fixed Income, Tax, Investments, Financial Reporting, Portfolio Management, Accounting, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
State Street May 2014 - Present
Graham Capital Management November 2009 - May 2014
Graham Capital Management October 2006 - November 2009
Skills
Bloomberg, Trading, FX trading, Commodities, CQG, Asia Pacific, Series 3, Commodity, Trading Systems, Electronic Trading, Proprietary Trading, Hedge Funds, Options, Trading Strategies, Equity Trading, FX Trading
Education
Sacred Heart University 2003 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Iona College 2002 — 2003
Business
Boston College High School 1996 — 2000
Build America Mutual October 2012 - Present
BofA Global Capital Management July 2010 - October 2012
State Street Global Advisors (SSgA) March 2008 - July 2010
State Street May 2006 - March 2008
Education
Suffolk University - Sawyer Business School 2008 — 2009
MBA, Finance & Accounting
Iona College 2002 — 2006
BBA, Finance
State Street March 2012 - Present
State Street August 2010 - March 2012
State Street 2005 - August 2010
State Street March 2004 - August 2005
State Street October 2001 - March 2004
State Street October 1999 - October 2001
Skills
Mutual Funds, Fixed Income, Bloomberg, Securities, Private Equity, 401k, Client Service, Pensions, Endowments, Limited Partnerships, Financial Services, Alternative Investments, Derivatives, Operations Management, Managing multiple..., CRM, Fund Accounting, Hedge Funds, Asset Management, Client Services, Financial Analysis, Risk Management, Process Improvement
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
BBA - Finance
Veritude October 2012 - Present
Veritude October 2012 - Present
Fidelity Investments February 2006 - February 2009
Fidelity Investments April 2000 - January 2006
State Street January 1998 - March 2000
Education
Isenberg School of Management, UMass Amherst 1989 — 1991
MBA
Tufts University 1982 — 1986
BA, English
TriOptima December 2014 - Present
State Street June 2012 - April 2014
TradeWeb August 2005 - June 2012
Tulett & Tokyo, Liberty October 2000 - July 2005
MW Marshall/Liberty Brokerage Investment Corp. 1996 - 2000
Tullett Prebon 1993 - 1996
Tradition September 1991 - March 1993
Wallace Computer Services June 1989 - September 1991
Skills
Fixed Income, Swaps, Series 7, Derivatives, Electronic Trading, Credit Derivatives, Bonds, Interest Rate..., Series 63, FX Options, Trading, Financial Markets, Investment Banking, Equities, Banking, Commodity, Trading Systems, Equity Trading, Options, Sales
Education
Iona College 1985 — 1989
BBA, Marketing/ Finance
Christian Brothers Academy 1981 — 1985
State Street September 2015 - Present
Bright Horizons June 2013 - August 2015
State Street January 2013 - June 2013
State Street July 2012 - December 2012
The Hartford July 2011 - December 2011
Consolidated Theaters, Reading International February 2007 - August 2010
Education
Northeastern University 2010 — 2013
BSBA D'Amore McKim School of Business, Business Administration; Finance;
Iona College 2008 — 2010
International Business
Damien Memorial School 2004 — 2008
High School Diploma
State Street January 1997 - Present
Skills
Fixed Income, Bloomberg, Equities, Financial Analysis, Derivatives, Mutual Funds, Fund Accounting, Securities, Hedge Funds, Fund Administration, Corporate Actions, Investments, Finance, Global Custody, Swaps, Financial Reporting
Education
Iowa State University 1992 — 1996
B.S., Accounting & Finance
State Street August 2010 - Present
HSBC Hong Kong April 2008 - December 2009
U.S. Bancorp September 1998 - October 2006
Skills
Financial Analytics and..., Financial Modeling, Charted Financial...
Education
Carlson School of Management 1997 — 1998
MBA, Finance and MIS
Iowa State University 1996 — 1997
MBA Program
Shanghai Jiao Tong University 1989 — 1993
B.S., English for Science and Technology
UMass Campus Recreation September 2013 - Present
City Landing June 2014 - August 2014
Photogenic Inc. June 2013 - August 2013
UMass Office of Waste Management October 2012 - May 2013
Tenacity July 2012 - August 2012
State Street July 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Portuguese
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor's Degree, Management
University of Massachusetts, Amherst 2012 — 2016
Bachelor's Degree, Management
State Street April 2013 - Present
State Street May 2011 - April 2013
MassMutual Financial Group August 2008 - May 2011
MassMutual Financial Group December 2006 - August 2008
First Investors July 2006 - November 2006
Putnam Investments June 2005 - July 2006
Skills
Mutual Funds, Securities, Finance, Equities, Fixed Income, Investments, Bloomberg, Derivatives, Investment Management, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Master's degree, Business Administration and Management, General
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Finance
AllianceBernstein January 2014 - Present
State Street August 2012 - April 2014
Xanadu May 2011 - August 2012
Cape Atlantic Title Agency August 2009 - May 2011
Skills
Bloomberg, Financial Analysis, Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Asset Management, Financial Services, Pricing, Investments
Education
Iona College 2007 — 2011
Bachelor's degree, Finance, General
State Street April 2010 - Present
Skills
Microsoft Excel, Banking, Mutual Funds, Customer Service, Financial Analysis, Risk Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Trading Systems
Education
Iona College 2000 — 2004
Bachelor's degree, Marketing