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
Employee
Years
Job
Industry
Matt Neal Matt Neal's State Street Experience January 2013 - May 2014
Job Investment Analyst at The TJX Companies, Inc.
Industry Financial Services
Experience
The TJX Companies, Inc. September 2014 - Present
State Street January 2013 - May 2014
Skills
Equities, Bloomberg, Fund Accounting, Fixed Income, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
The TJX Companies, Inc. September 2014 - Present
State Street January 2013 - May 2014
Skills
Equities, Bloomberg, Fund Accounting, Fixed Income, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Michael Oreper Michael Oreper's State Street Experience May 2015 - Present
Job AVP Risk Management at State Street Global Markets
Industry Capital Markets
Experience
State Street May 2015 - Present
Boston Technologies January 2013 - March 2015
Boston Technologies Inc November 2011 - January 2013
Boston Technologies Inc October 2010 - November 2011
Chimera Capital/World Trade Securities November 2007 - May 2009
Investors Bank and Trust May 2006 - September 2006
Skills
Financial Writing, Financial Statement..., Trading Systems, Financial Modeling, Exposure Assessment, Risk Mitigation, Dynamic Hedging..., Operational Risk..., Risk Management, Finance, SQL, Technical Writing, Microsoft Excel, VBA, FX Options, Trading, Management, Financial Risk, Securities, Analysis, Capital Markets, FX trading, Equities, Hedge Funds, Technical Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investment
Newton South
Newton South
Newton South
State Street May 2015 - Present
Boston Technologies January 2013 - March 2015
Boston Technologies Inc November 2011 - January 2013
Boston Technologies Inc October 2010 - November 2011
Chimera Capital/World Trade Securities November 2007 - May 2009
Investors Bank and Trust May 2006 - September 2006
Skills
Financial Writing, Financial Statement..., Trading Systems, Financial Modeling, Exposure Assessment, Risk Mitigation, Dynamic Hedging..., Operational Risk..., Risk Management, Finance, SQL, Technical Writing, Microsoft Excel, VBA, FX Options, Trading, Management, Financial Risk, Securities, Analysis, Capital Markets, FX trading, Equities, Hedge Funds, Technical Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investment
Newton South
Newton South
Newton South
Dan Wallace, CFA Dan Wallace, CFA's State Street Experience 1997 - 2000
Job Vice President at Shay Financial Services
Industry Banking
Experience
Shay Financial Services 2005 - Present
Darling Consulting Group 2000 - 2004
State Street 1997 - 2000
Putnam Investments 1996 - 1997
Skills
Fixed Income, Alternative Investments, Repurchase Agreements, Cash Management, Mutual Funds, Portfolio Management, Financial Analysis, Investments, Asset Management, Capital Markets, Banking, Bonds, Financial Risk, Equities, Treasury Management, Financial Modeling, Risk Management, Bloomberg, Loans, Securities, Strategic Planning, Mortgage Lending, Credit Analysis, Series 7, ALM, Asset Managment, Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
BBA, Finance, Economics
Salem State University
MBA, International Business
Shay Financial Services 2005 - Present
Darling Consulting Group 2000 - 2004
State Street 1997 - 2000
Putnam Investments 1996 - 1997
Skills
Fixed Income, Alternative Investments, Repurchase Agreements, Cash Management, Mutual Funds, Portfolio Management, Financial Analysis, Investments, Asset Management, Capital Markets, Banking, Bonds, Financial Risk, Equities, Treasury Management, Financial Modeling, Risk Management, Bloomberg, Loans, Securities, Strategic Planning, Mortgage Lending, Credit Analysis, Series 7, ALM, Asset Managment, Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
BBA, Finance, Economics
Salem State University
MBA, International Business
Taryn Bausch Taryn Bausch's State Street Experience June 2012 - December 2012
Job FSO Assurance Service Staff at Ernst & Young
Industry Public Safety
Experience
Ernst & Young August 2013 - Present
State Street June 2012 - December 2012
University of Massachusetts Amherst October 2011 - May 2012
Six Flags New England May 2006 - October 2011
Feen and Bausch Optical May 2009 - August 2011
Skills
Accounting, Excel, Microsoft Office, Word, Budgeting, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Financial Analysis, Financial Reporting, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2013
BBA, Accounting, 3.52
University of Wollongong 2011 — 2011
University College Cork 2010 — 2010
Ernst & Young August 2013 - Present
State Street June 2012 - December 2012
University of Massachusetts Amherst October 2011 - May 2012
Six Flags New England May 2006 - October 2011
Feen and Bausch Optical May 2009 - August 2011
Skills
Accounting, Excel, Microsoft Office, Word, Budgeting, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Financial Analysis, Financial Reporting, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2013
BBA, Accounting, 3.52
University of Wollongong 2011 — 2011
University College Cork 2010 — 2010
Sam Adler's State Street Experience July 2015 - Present
Job Internal Auditor at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street June 2014 - August 2014
State Street June 2013 - August 2013
Natick Outdoor Store June 2009 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Data Analysis, Time Management, Customer Service, Team Leadership, Auditing, Finance, Internal Audit, Problem Solving, Corporate Finance, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.64
Natick High School 2007 — 2011
State Street July 2015 - Present
State Street June 2014 - August 2014
State Street June 2013 - August 2013
Natick Outdoor Store June 2009 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Data Analysis, Time Management, Customer Service, Team Leadership, Auditing, Finance, Internal Audit, Problem Solving, Corporate Finance, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.64
Natick High School 2007 — 2011
Jacqueline Kanasz Jacqueline Kanasz's State Street Experience August 2012 - Present
Job SSgA Global Investment Operations Intern at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street June 2013 - August 2013
The Castle Group June 2012 - August 2012
Franklin Market January 2011 - May 2012
Shi by Journey's, Genesco Inc. August 2009 - September 2011
Candlewick Press June 2011 - August 2011
Skills
Customer Service, Highly detail oriented, Communication Skills, Sales, Organization, Leadership, Training, Teamwork, Process Improvement, Analytical Skills, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Event Management, Social Networking, Blogging, Advertising, Communication
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Management, Communication
Ashland High School 2006 — 2010
Diploma
State Street August 2012 - Present
State Street June 2013 - August 2013
The Castle Group June 2012 - August 2012
Franklin Market January 2011 - May 2012
Shi by Journey's, Genesco Inc. August 2009 - September 2011
Candlewick Press June 2011 - August 2011
Skills
Customer Service, Highly detail oriented, Communication Skills, Sales, Organization, Leadership, Training, Teamwork, Process Improvement, Analytical Skills, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Event Management, Social Networking, Blogging, Advertising, Communication
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Management, Communication
Ashland High School 2006 — 2010
Diploma
Neal LeBlanc Neal LeBlanc's State Street Experience June 2014 - August 2014
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
State Street June 2014 - August 2014
MassDOT June 2012 - August 2013
Zink Imaging Inc. June 2011 - August 2011
Skills
Microsoft Office, Mac OS, Chinese, Windows 7, Microsoft Excel, Windows XP Professional, Windows 95, Microsoft Windows 98, MMARS, Accounting, Time Management, Leadership, PowerPoint, Microsoft Word, Teamwork, Analysis, Data Analysis, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA) Candidate, Accounting, 3.962
Shanghai University of Finance and Economics 2013 — 2013
Chinese Language and Literature
EY September 2015 - Present
State Street June 2014 - August 2014
MassDOT June 2012 - August 2013
Zink Imaging Inc. June 2011 - August 2011
Skills
Microsoft Office, Mac OS, Chinese, Windows 7, Microsoft Excel, Windows XP Professional, Windows 95, Microsoft Windows 98, MMARS, Accounting, Time Management, Leadership, PowerPoint, Microsoft Word, Teamwork, Analysis, Data Analysis, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA) Candidate, Accounting, 3.962
Shanghai University of Finance and Economics 2013 — 2013
Chinese Language and Literature
Danielle Crochiere Danielle Crochiere's State Street Experience August 2012 - May 2013
Job Assistant Buyer at Joss & Main
Industry Financial Services
Experience
Joss & Main August 2015 - Present
Joss & Main November 2014 - August 2015
Supercuts SoccerFest September 2013 - May 2014
UMass Amherst Commonwealth Honors College September 2012 - May 2014
TJX June 2013 - August 2013
State Street August 2012 - May 2013
NCAA Division 1 Rowing September 2011 - October 2012
Best Buy September 2009 - September 2010
Skills
Spanish, Microsoft Office, Social Media, PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Sports Marketing, Teamwork, Public Speaking, Retail Sales, Photoshop, Merchandising, Retail, Event Management, Facebook, Teaching, Social Media Marketing, Research, Retail Buying, Fashion Buying
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hopkinton High School 2006 — 2010
Joss & Main August 2015 - Present
Joss & Main November 2014 - August 2015
Supercuts SoccerFest September 2013 - May 2014
UMass Amherst Commonwealth Honors College September 2012 - May 2014
TJX June 2013 - August 2013
State Street August 2012 - May 2013
NCAA Division 1 Rowing September 2011 - October 2012
Best Buy September 2009 - September 2010
Skills
Spanish, Microsoft Office, Social Media, PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Sports Marketing, Teamwork, Public Speaking, Retail Sales, Photoshop, Merchandising, Retail, Event Management, Facebook, Teaching, Social Media Marketing, Research, Retail Buying, Fashion Buying
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hopkinton High School 2006 — 2010
Gregory Slusarz Gregory Slusarz's State Street Experience September 2014 - August 2015
Job Financial Analyst at adidas Group
Industry Financial Services
Experience
adidas Group August 2015 - Present
State Street September 2014 - August 2015
State Street January 2013 - August 2014
State Street Bank September 2011 - December 2012
Reebok June 2007 - September 2011
Skills
Scuba Diving, EMT, First Responder, Microsoft Office, Cpr Certified, AED, Account Reconciliation, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Resource Economics, Focus in Managerial Economics and Accounting
University of Massachusetts, Amherst
adidas Group August 2015 - Present
State Street September 2014 - August 2015
State Street January 2013 - August 2014
State Street Bank September 2011 - December 2012
Reebok June 2007 - September 2011
Skills
Scuba Diving, EMT, First Responder, Microsoft Office, Cpr Certified, AED, Account Reconciliation, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Resource Economics, Focus in Managerial Economics and Accounting
University of Massachusetts, Amherst
Devin Medrek's State Street Experience May 2014 - September 2014
Job Incoming Tax Associate at Pwc Boston
Industry Accounting
Experience
PwC January 2015 - April 2015
State Street May 2014 - September 2014
Medrek Bros Painting June 2013 - August 2013
College Works Painting November 2011 - September 2012
Independent Contractor June 2011 - August 2011
Olney Painters 2009 - 2011
Hills Brothers Landscaping April 2010 - June 2010
Skills
Sales, Cold Calling, Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Direct Sales, Customer Satisfaction, Outlook, Carpentry, Market Research, Painting, Leadership, Sales Management, Social Media, Marketing Communications, Teamwork, Social Networking, Recruiting, Training, Team Leadership, Inventory Management, Retail, Process Scheduler, Social Media Marketing, Account Management, Construction, Facebook, Merchandising, Advertising, Forecasting, Marketing Strategy, Budgets, Direct Marketing
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Master of Science in Accounting, Accounting
North Middlesex Regional High School 2007 — 2011
PwC January 2015 - April 2015
State Street May 2014 - September 2014
Medrek Bros Painting June 2013 - August 2013
College Works Painting November 2011 - September 2012
Independent Contractor June 2011 - August 2011
Olney Painters 2009 - 2011
Hills Brothers Landscaping April 2010 - June 2010
Skills
Sales, Cold Calling, Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Direct Sales, Customer Satisfaction, Outlook, Carpentry, Market Research, Painting, Leadership, Sales Management, Social Media, Marketing Communications, Teamwork, Social Networking, Recruiting, Training, Team Leadership, Inventory Management, Retail, Process Scheduler, Social Media Marketing, Account Management, Construction, Facebook, Merchandising, Advertising, Forecasting, Marketing Strategy, Budgets, Direct Marketing
Education
Isenberg School of Management, UMass Amherst 2011 — 2016
Master of Science in Accounting, Accounting
North Middlesex Regional High School 2007 — 2011
Dakota Craig Dakota Craig's State Street Experience April 2015 - Present
Job Operations Processing Analyst
Industry Financial Services
Experience
State Street April 2015 - Present
Town of Amherst Leisure Services June 2014 - September 2014
Skills
Creative Writing, Argumentation, Critical Thinking, Cultural Awareness, Athletics, Social Media Marketing, Relationship Building, Microsoft Office, CPR Certified, First Aid Training
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Finance and Economics
State Street April 2015 - Present
Town of Amherst Leisure Services June 2014 - September 2014
Skills
Creative Writing, Argumentation, Critical Thinking, Cultural Awareness, Athletics, Social Media Marketing, Relationship Building, Microsoft Office, CPR Certified, First Aid Training
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Finance and Economics
Nicholas Fitzgerald Nicholas Fitzgerald's State Street Experience January 2013 - February 2014
Job Treasurer at UMass Finance Society
Industry Financial Services
Experience
FactSet September 2015 - Present
Babson Capital Management September 2014 - December 2014
UMass Finance Society November 2013 - December 2014
Liberty Mutual Insurance June 2014 - August 2014
State Street January 2013 - February 2014
UMass Finance Society September 2013 - November 2013
Schermerhorn's Seafood June 2007 - August 2013
Governor's Western Massachusetts Office June 2012 - August 2012
Governor's Western Massachusetts Office June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Entrepreneurship, Bloomberg Terminal, Fundraising, Mentoring, Employee Training, Sales, Leadership, Corporate Finance, Public Speaking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance, General
Smith Academy High School 2007 — 2011
High School Degree
FactSet September 2015 - Present
Babson Capital Management September 2014 - December 2014
UMass Finance Society November 2013 - December 2014
Liberty Mutual Insurance June 2014 - August 2014
State Street January 2013 - February 2014
UMass Finance Society September 2013 - November 2013
Schermerhorn's Seafood June 2007 - August 2013
Governor's Western Massachusetts Office June 2012 - August 2012
Governor's Western Massachusetts Office June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Entrepreneurship, Bloomberg Terminal, Fundraising, Mentoring, Employee Training, Sales, Leadership, Corporate Finance, Public Speaking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance, General
Smith Academy High School 2007 — 2011
High School Degree
Jeff Winters Jeff Winters's State Street Experience May 2013 - Present
Job Financial Analyst Officer at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street March 2012 - May 2013
iProducts Services Group April 2010 - March 2012
State Street December 2005 - April 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Fund Administration, Financial Analysis, Equities, Accounting
Education
Suffolk University - Sawyer School of Management
Master of Science in Finance
University of Massachusetts at Amherst - Isenberg School of Management
BS, Management
State Street May 2013 - Present
State Street March 2012 - May 2013
iProducts Services Group April 2010 - March 2012
State Street December 2005 - April 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Fund Administration, Financial Analysis, Equities, Accounting
Education
Suffolk University - Sawyer School of Management
Master of Science in Finance
University of Massachusetts at Amherst - Isenberg School of Management
BS, Management
Jake Meilan Jake Meilan's State Street Experience June 2012 - September 2013
Job Private Equity Accountant at Grove Street Advisors
Industry Financial Services
Experience
Grove Street Advisors September 2013 - Present
State Street June 2012 - September 2013
University of Massachusetts Amherst Alumni Association September 2010 - June 2012
Cerebral Palsy of Massachusetts May 2011 - August 2011
Skills
Solid communication and..., MS Excel, Outlook, MS Word, Consistently meets..., MS Powerpoint, Microsoft Dynamics NAV
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, 3.4
Grove Street Advisors September 2013 - Present
State Street June 2012 - September 2013
University of Massachusetts Amherst Alumni Association September 2010 - June 2012
Cerebral Palsy of Massachusetts May 2011 - August 2011
Skills
Solid communication and..., MS Excel, Outlook, MS Word, Consistently meets..., MS Powerpoint, Microsoft Dynamics NAV
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, 3.4
Jordan O'Sullivan's State Street Experience September 2014 - October 2014
Job FSO Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - August 2015
Eastern Bank June 2013 - January 2015
State Street September 2014 - October 2014
Pilgrim Skating Arena Inc March 2012 - March 2014
Linden Ponds March 2010 - November 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Outlook, Research, Teaching, Event Management, Event Planning, English, Photoshop, Budgets, Sports, Windows, Sports Management, Strategic Planning, Social Media, Public Relations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Accounting
EY June 2015 - August 2015
Eastern Bank June 2013 - January 2015
State Street September 2014 - October 2014
Pilgrim Skating Arena Inc March 2012 - March 2014
Linden Ponds March 2010 - November 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Outlook, Research, Teaching, Event Management, Event Planning, English, Photoshop, Budgets, Sports, Windows, Sports Management, Strategic Planning, Social Media, Public Relations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Accounting
Daniella Speziale's State Street Experience August 2012 - January 2013
Job Assurance FIDS Associate at EY
Industry Accounting
Experience
EY September 2014 - Present
University of Massachusetts September 2013 - May 2014
EY June 2013 - August 2013
VITA February 2013 - April 2013
State Street August 2012 - January 2013
Profilo Day Spa, Inc June 2008 - September 2012
Southboro Medical Group May 2011 - August 2012
University of Massachusetts October 2011 - May 2012
Skills
Microsoft Excel, Customer Service, Leadership, QuickBooks, Training, Microsoft Word, PowerPoint, Healthcare, Public Speaking, Spreadsheets, Accounting, iWork, Microsoft Office, Mac OS, Brazilian Portuguese, French, Italian, Opera, Singing, Piano Playing, Financial Analysis, Auditing, Time Management, Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting, 3.953
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Accounting and Business/Management
EY September 2014 - Present
University of Massachusetts September 2013 - May 2014
EY June 2013 - August 2013
VITA February 2013 - April 2013
State Street August 2012 - January 2013
Profilo Day Spa, Inc June 2008 - September 2012
Southboro Medical Group May 2011 - August 2012
University of Massachusetts October 2011 - May 2012
Skills
Microsoft Excel, Customer Service, Leadership, QuickBooks, Training, Microsoft Word, PowerPoint, Healthcare, Public Speaking, Spreadsheets, Accounting, iWork, Microsoft Office, Mac OS, Brazilian Portuguese, French, Italian, Opera, Singing, Piano Playing, Financial Analysis, Auditing, Time Management, Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting, 3.953
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Accounting and Business/Management
Brittany Keller's State Street Experience October 2013 - Present
Job Corporate Summer Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
State Street October 2013 - Present
Morgan Stanley June 2014 - August 2014
Cache May 2013 - January 2014
Guess? May 2013 - September 2013
The Paper Store October 2010 - December 2012
Skills
Visual Merchandising, Retail Sales, Retail, Merchandising, Cashiering, Time Management, PowerPoint, Customer Service, Microsoft Excel, Close Attention to..., Microsoft Word, Facebook, Teamwork, Inventory Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Medway High School 2008 — 2012
J.P. Morgan June 2015 - Present
State Street October 2013 - Present
Morgan Stanley June 2014 - August 2014
Cache May 2013 - January 2014
Guess? May 2013 - September 2013
The Paper Store October 2010 - December 2012
Skills
Visual Merchandising, Retail Sales, Retail, Merchandising, Cashiering, Time Management, PowerPoint, Customer Service, Microsoft Excel, Close Attention to..., Microsoft Word, Facebook, Teamwork, Inventory Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Medway High School 2008 — 2012
Nicole Saleme Nicole Saleme's State Street Experience September 2013 - Present
Job FSO Assurance Intern at EY
Industry Accounting
Experience
State Street September 2013 - Present
EY June 2015 - August 2015
Shawmut Design and Construction May 2014 - August 2014
Roche Bros. Supermarkets February 2011 - August 2013
Papa Gino's December 2010 - October 2011
TaxJockey June 2010 - July 2010
Skills
Microsoft Word, English, Facebook, Time Management, Organizational..., PowerPoint, Accounting, Leadership, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Dedham High School 2009 — 2012
State Street September 2013 - Present
EY June 2015 - August 2015
Shawmut Design and Construction May 2014 - August 2014
Roche Bros. Supermarkets February 2011 - August 2013
Papa Gino's December 2010 - October 2011
TaxJockey June 2010 - July 2010
Skills
Microsoft Word, English, Facebook, Time Management, Organizational..., PowerPoint, Accounting, Leadership, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Dedham High School 2009 — 2012
Jennifer Sawyer, CPA Jennifer Sawyer, CPA's State Street Experience June 2009 - August 2009
Job Corporate Senior Financial Auditor III at TJX
Industry Accounting
Experience
The TJX Companies, Inc. September 2015 - Present
TJX December 2013 - Present
Horizons for Homeless Children May 2013 - Present
Deloitte September 2011 - December 2013
Deloitte January 2010 - March 2010
State Street June 2009 - August 2009
Skills
Financial Accounting, GAAP, External Audit, Microsoft Word, SEC filings, Assurance, Sarbanes-Oxley, Big 4, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Accounting
The TJX Companies, Inc. September 2015 - Present
TJX December 2013 - Present
Horizons for Homeless Children May 2013 - Present
Deloitte September 2011 - December 2013
Deloitte January 2010 - March 2010
State Street June 2009 - August 2009
Skills
Financial Accounting, GAAP, External Audit, Microsoft Word, SEC filings, Assurance, Sarbanes-Oxley, Big 4, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Accounting
Kyle Kessel's State Street Experience March 2011 - April 2012
Job Supervisor at Grantham Mayo Van Otterloo
Industry Investment Management
Experience
Grantham Mayo Van Otterloo April 2013 - Present
Grantham Mayo Van Otterloo March 2012 - Present
State Street March 2011 - April 2012
State Street Corporation January 2009 - March 2011
State Street December 2007 - January 2009
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
University of Massachusetts, Amherst 2003 — 2007
B.S., Management
Isenberg School of Management
BS, Hospitality and Tourism Management
Grantham Mayo Van Otterloo April 2013 - Present
Grantham Mayo Van Otterloo March 2012 - Present
State Street March 2011 - April 2012
State Street Corporation January 2009 - March 2011
State Street December 2007 - January 2009
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
University of Massachusetts, Amherst 2003 — 2007
B.S., Management
Isenberg School of Management
BS, Hospitality and Tourism Management
Jonathan Friberg Jonathan Friberg's State Street Experience October 2013 - May 2015
Job Global Operations Processing Analyst at State Street
Industry Information Technology and Services
Experience
State Street October 2013 - May 2015
Skills
Teamwork, Microsoft Excel, Corporate Finance, Microsoft Office, Public Speaking, Team Leadership, Financial Analysis, Data Analysis, Data Modeling, SQL, Data Mining, Minitab, Microsoft Word, Management, Financial Reporting, Financial Modeling, Account Management, PowerPoint, Windows, Lean Management, Lean Manufacturing, Event Planning, SAP ERP
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor’s Degree, Operations and Information Management
State Street October 2013 - May 2015
Skills
Teamwork, Microsoft Excel, Corporate Finance, Microsoft Office, Public Speaking, Team Leadership, Financial Analysis, Data Analysis, Data Modeling, SQL, Data Mining, Minitab, Microsoft Word, Management, Financial Reporting, Financial Modeling, Account Management, PowerPoint, Windows, Lean Management, Lean Manufacturing, Event Planning, SAP ERP
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor’s Degree, Operations and Information Management
Kevin Hazel's State Street Experience January 2013 - May 2014
Job Analyst at Next Street
Industry Management Consulting
Experience
Next Street June 2015 - Present
Next Street May 2014 - May 2015
Massachusetts Small Business Development Center January 2014 - May 2014
State Street January 2013 - May 2014
Morning Grind Cafe September 2011 - May 2013
University of Massachusetts Amherst January 2012 - January 2013
Casa Esperanza, Inc. June 2012 - August 2012
American Red Cross September 2011 - May 2012
Skills
Microsoft Office, Nonprofits, Analysis, Strategic Planning, Marketing, Management, Training, Data Analysis, Public Speaking, Project Management, Economics, Research, Sales
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor's Degree, Finance, Economics, Public Policy
Harvard Summer School 2012 — 2012
Financial Management, A-
Chelmsford High School 2007 — 2011
Next Street June 2015 - Present
Next Street May 2014 - May 2015
Massachusetts Small Business Development Center January 2014 - May 2014
State Street January 2013 - May 2014
Morning Grind Cafe September 2011 - May 2013
University of Massachusetts Amherst January 2012 - January 2013
Casa Esperanza, Inc. June 2012 - August 2012
American Red Cross September 2011 - May 2012
Skills
Microsoft Office, Nonprofits, Analysis, Strategic Planning, Marketing, Management, Training, Data Analysis, Public Speaking, Project Management, Economics, Research, Sales
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor's Degree, Finance, Economics, Public Policy
Harvard Summer School 2012 — 2012
Financial Management, A-
Chelmsford High School 2007 — 2011
Matt Grumoli Matt Grumoli's State Street Experience September 2012 - May 2013
Job Research Analyst at Susquehanna International Group
Industry Investment Management
Experience
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Myles Grenier, CFA Myles Grenier, CFA's State Street Experience February 2008 - October 2010
Job Senior Associate, Portfolio Management at Gurtin Fixed Income Management, LLC
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC March 2014 - Present
Putnam Investments July 2013 - March 2014
Putnam Investments October 2010 - July 2013
State Street February 2008 - October 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
Bachelors, Finance
Gurtin Fixed Income Management, LLC March 2014 - Present
Putnam Investments July 2013 - March 2014
Putnam Investments October 2010 - July 2013
State Street February 2008 - October 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
Bachelors, Finance
Shane Skowyra, CPA Shane Skowyra, CPA's State Street Experience January 2007 - July 2007
Job Senior Corporate Accountant at Nuance Communications
Industry Accounting
Experience
Nuance Communications August 2014 - Present
Nardella & Taylor, LLP June 2012 - August 2014
Bruce D Norling, CPA, PC August 2011 - June 2012
R.C. Stamm & Company August 2010 - July 2011
Feeley & Driscoll, P.C. October 2008 - October 2009
State Street January 2007 - July 2007
Skills
Accounting, Auditing, General Ledger, GAAP, Account Reconciliation, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Accounts Payable, Internal Audit, Internal Controls, Financial Statements, Financial Reporting, Finance, Financial Analysis, US GAAP, Financial Accounting, Accounts Receivable, Management, Tax
Education
University of Massachusetts, Amherst 2010 — 2011
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Science (BS), Accounting
Nuance Communications August 2014 - Present
Nardella & Taylor, LLP June 2012 - August 2014
Bruce D Norling, CPA, PC August 2011 - June 2012
R.C. Stamm & Company August 2010 - July 2011
Feeley & Driscoll, P.C. October 2008 - October 2009
State Street January 2007 - July 2007
Skills
Accounting, Auditing, General Ledger, GAAP, Account Reconciliation, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Accounts Payable, Internal Audit, Internal Controls, Financial Statements, Financial Reporting, Finance, Financial Analysis, US GAAP, Financial Accounting, Accounts Receivable, Management, Tax
Education
University of Massachusetts, Amherst 2010 — 2011
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Science (BS), Accounting
Jay Karamourtopoulos Jay Karamourtopoulos's State Street Experience December 2012 - July 2014
Job Portfolio Administrator at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street December 2012 - July 2014
Skills
Finance, Accounting, Account Reconciliation, Investments, Auditing, Mutual Funds, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
GW&K Investment Management May 2015 - Present
State Street Global Advisors July 2014 - May 2015
State Street December 2012 - July 2014
Skills
Finance, Accounting, Account Reconciliation, Investments, Auditing, Mutual Funds, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Peter Corkery Peter Corkery's State Street Experience February 2014 - June 2014
Job Pricing Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2014 - Present
State Street February 2014 - June 2014
State Street January 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Process Improvement, Process Optimization, Data Analysis, Bloomberg Terminal
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Cumulative GPA: 3.67, Major GPA: 3.9
Brown Brothers Harriman November 2014 - Present
State Street February 2014 - June 2014
State Street January 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Process Improvement, Process Optimization, Data Analysis, Bloomberg Terminal
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Cumulative GPA: 3.67, Major GPA: 3.9
Nicole Desmond Nicole Desmond's State Street Experience January 2014 - May 2014
Job Audit Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
Alexander Aronson Finning CPAs June 2014 - October 2014
State Street January 2014 - May 2014
State Street August 2012 - January 2014
Skills
Microsoft Office, Word, PowerPoint, Excel, Customer Service, Time Management, Accounting, Microsoft Word, Spreadsheets, Microsoft Excel, Access, Financial Analysis, Outlook, Financial Reporting, Accounts Payable
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting
BDO USA, LLP October 2014 - Present
Alexander Aronson Finning CPAs June 2014 - October 2014
State Street January 2014 - May 2014
State Street August 2012 - January 2014
Skills
Microsoft Office, Word, PowerPoint, Excel, Customer Service, Time Management, Accounting, Microsoft Word, Spreadsheets, Microsoft Excel, Access, Financial Analysis, Outlook, Financial Reporting, Accounts Payable
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting
Daniel Spector Daniel Spector's State Street Experience May 2012 - August 2012
Job Student at University of Massachusetts at Amherst Isenberg School of Management
Industry Financial Services
Experience
BAE Systems June 2013 - August 2013
State Street May 2012 - August 2012
Skills
Communication, Writing, PowerPoint, Public Speaking, Microsoft Word, Research, Microsoft Office, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Senior
BAE Systems June 2013 - August 2013
State Street May 2012 - August 2012
Skills
Communication, Writing, PowerPoint, Public Speaking, Microsoft Word, Research, Microsoft Office, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Senior
Michael Broughton Michael Broughton's State Street Experience June 2012 - Present
Job Processing Analyst at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
State Street June 2012 - August 2012
Market Basket September 2008 - January 2012
Skills
Microsoft Excel, Leadership, Management
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management
Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School
State Street June 2012 - Present
State Street June 2012 - August 2012
Market Basket September 2008 - January 2012
Skills
Microsoft Excel, Leadership, Management
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management
Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School
Steven Riordan, CFA, CIPM Steven Riordan, CFA, CIPM's State Street Experience 1994 - 2003
Job President at Riordan Consulting, LLC
Industry Financial Services
Experience
Riordan Consulting, LLC October 2006 - Present
Riordan Consulting, LLC 2006 - Present
Investors Bank & Trust 2004 - 2006
SSgA 1998 - 2003
State Street 1994 - 2003
State Street Global Advisors (SSgA) 1996 - 2002
State Street Global Advisors 1996 - 2001
Education
Isenberg School of Management, UMass Amherst 1989 — 1994
BS Finance, Finance
University of Colorado Boulder 1989 — 1992
none, economics
Riordan Consulting, LLC October 2006 - Present
Riordan Consulting, LLC 2006 - Present
Investors Bank & Trust 2004 - 2006
SSgA 1998 - 2003
State Street 1994 - 2003
State Street Global Advisors (SSgA) 1996 - 2002
State Street Global Advisors 1996 - 2001
Education
Isenberg School of Management, UMass Amherst 1989 — 1994
BS Finance, Finance
University of Colorado Boulder 1989 — 1992
none, economics
Derrik Pereira Derrik Pereira's State Street Experience January 2013 - May 2014
Job Tax Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan September 2014 - Present
State Street January 2013 - May 2014
Osram Sylvania May 2011 - January 2013
Peabody Municipal Light Plant June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School 2006 — 2010
J.P. Morgan September 2014 - Present
State Street January 2013 - May 2014
Osram Sylvania May 2011 - January 2013
Peabody Municipal Light Plant June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School 2006 — 2010
Chad O'Neil Chad O'Neil's State Street Experience June 2014 - August 2014
Job Accounting Operations Intern at State Street
Industry Banking
Experience
State Street June 2014 - August 2014
Ralph Lauren August 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Organization Skills, Time Management, Finance
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance, Junior
King Philip Regional High School
State Street June 2014 - August 2014
Ralph Lauren August 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Organization Skills, Time Management, Finance
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance, Junior
King Philip Regional High School
Michael McCorkle's State Street Experience August 2013 - Present
Job Accounting Pricing Specialist Associate 2 at State Street
Industry Insurance
Experience
State Street August 2013 - Present
State Street May 2012 - August 2013
Olde Colonial Café January 2005 - May 2012
New Seabury Country Club May 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Time Management, Public Speaking, Research
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor’s Degree, Finance, General, 3.11
Isenberg School of Management, UMass Amherst
Bachelor, Business Administration; Finance; International Business Information Systems
State Street August 2013 - Present
State Street May 2012 - August 2013
Olde Colonial Café January 2005 - May 2012
New Seabury Country Club May 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Time Management, Public Speaking, Research
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor’s Degree, Finance, General, 3.11
Isenberg School of Management, UMass Amherst
Bachelor, Business Administration; Finance; International Business Information Systems
Maggie Couture Maggie Couture's State Street Experience 2004 - 2006
Job Private Events Manager at Catalyst Restaurant
Industry Hospitality
Experience
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Rebecca DeNisco Rebecca DeNisco's State Street Experience September 2012 - May 2014
Job Business Development at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Christopher Sowa Christopher Sowa's State Street Experience September 2012 - August 2013
Job Credit Trading at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
James Liang James Liang's State Street Experience July 2015 - Present
Job Mutual Fund Accountant Manager at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street December 2012 - June 2015
State Street May 2011 - November 2012
Skills
Hedge Funds, Financial Analysis, Bloomberg, Bloomberg Terminal, Financial Modeling, Accounting, Microsoft Excel, Fixed Income, Social Media, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
B.S., Mangerial Economics
State Street July 2015 - Present
State Street December 2012 - June 2015
State Street May 2011 - November 2012
Skills
Hedge Funds, Financial Analysis, Bloomberg, Bloomberg Terminal, Financial Modeling, Accounting, Microsoft Excel, Fixed Income, Social Media, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
B.S., Mangerial Economics
Raheem Malik Raheem Malik's State Street Experience April 2013 - June 2014
Job Assurance Staff at EY
Industry Accounting
Experience
EY July 2015 - Present
State Street April 2013 - June 2014
Wolverine World Wide Inc June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Teamwork, Data Analysis, Time Management, Social Media, Photoshop, PowerPoint, Sales, Inventory Management, Critical Thinking, Spreadsheets, Accounting, Payroll, Outlook, Bloomberg, OS X, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Information Systems
EY July 2015 - Present
State Street April 2013 - June 2014
Wolverine World Wide Inc June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Teamwork, Data Analysis, Time Management, Social Media, Photoshop, PowerPoint, Sales, Inventory Management, Critical Thinking, Spreadsheets, Accounting, Payroll, Outlook, Bloomberg, OS X, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Information Systems
Patrick Meara Patrick Meara's State Street Experience January 2013 - May 2013
Job Assistant Director of Finance and Accounting at Marriott International
Industry Accounting
Experience
Marriott International June 2014 - Present
The Red House May 2012 - September 2013
State Street January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor's Degree, Hospitality and Tourism Management
Marriott International June 2014 - Present
The Red House May 2012 - September 2013
State Street January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor's Degree, Hospitality and Tourism Management
Brooke Levey Brooke Levey's State Street Experience September 2014 - July 2015
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Michael Bozicas Michael Bozicas's State Street Experience January 2013 - March 2014
Job FSO Tax Staff at EY
Industry Financial Services
Experience
EY July 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - January 2015
EY June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
State Street January 2013 - March 2014
Rollstone Bank & Trust April 2012 - January 2013
Skills
Access, Data Entry, Retail Banking, Microsoft Excel, Cash Management, Customer Service, Payments, Deposits, Microsoft Office, Microsoft Word, Financial Services, Accounts Receivable
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.7 GPA Cum Laude
St. Bernard's Central Catholic High School 2007 — 2011
High School Diploma
EY July 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - January 2015
EY June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
State Street January 2013 - March 2014
Rollstone Bank & Trust April 2012 - January 2013
Skills
Access, Data Entry, Retail Banking, Microsoft Excel, Cash Management, Customer Service, Payments, Deposits, Microsoft Office, Microsoft Word, Financial Services, Accounts Receivable
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.7 GPA Cum Laude
St. Bernard's Central Catholic High School 2007 — 2011
High School Diploma
Nate Greenberg Nate Greenberg's State Street Experience January 2013 - May 2013
Job Incoming Associate Account Strategist, SMB Global Customer Experience at Google
Industry Marketing and Advertising
Experience
Google April 2015 - Present
Viacom June 2014 - August 2014
International Currency Exchange September 2013 - December 2013
Discovery Communications June 2013 - August 2013
State Street January 2013 - May 2013
UMASS Concessions January 2012 - January 2013
Total Golf Adventures September 2009 - January 2013
Ramaquois Day Camp July 2010 - August 2012
Blue Rill Day Camp July 2009 - August 2010
Skills
Public Speaking, Prezi, Microsoft Office, Leadership, Communication, Team-oriented, Marketing, Research, Social Media, Sales, Data Analysis, Advertising, Microsoft Excel, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
CAPA International Education 2013 — 2013
Marketing
Google April 2015 - Present
Viacom June 2014 - August 2014
International Currency Exchange September 2013 - December 2013
Discovery Communications June 2013 - August 2013
State Street January 2013 - May 2013
UMASS Concessions January 2012 - January 2013
Total Golf Adventures September 2009 - January 2013
Ramaquois Day Camp July 2010 - August 2012
Blue Rill Day Camp July 2009 - August 2010
Skills
Public Speaking, Prezi, Microsoft Office, Leadership, Communication, Team-oriented, Marketing, Research, Social Media, Sales, Data Analysis, Advertising, Microsoft Excel, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
CAPA International Education 2013 — 2013
Marketing
Cameron Spillane's State Street Experience August 2014 - April 2015
Job FLDP Analyst
Industry Financial Services
Experience
Aetna June 2015 - Present
State Street August 2014 - April 2015
Covidien May 2014 - August 2014
AG Salesworks May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Online Data Entry, Online Research, Process Improvement, Social Media, Facebook, Microsoft Word, Microsoft Office, Jigsaw, Time Management, Data Analysis, Research, Salesforce.com, Teamwork, Customer Service
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Business, 3.725
Trinity College, Dublin 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Coyle & Cassidy
Aetna June 2015 - Present
State Street August 2014 - April 2015
Covidien May 2014 - August 2014
AG Salesworks May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Online Data Entry, Online Research, Process Improvement, Social Media, Facebook, Microsoft Word, Microsoft Office, Jigsaw, Time Management, Data Analysis, Research, Salesforce.com, Teamwork, Customer Service
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Business, 3.725
Trinity College, Dublin 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Coyle & Cassidy
Julia Accorsini's State Street Experience September 2013 - Present
Job Enthusiastic Operations Information Management major seeking new experiences and unique opportunities
Industry
Experience
State Street September 2013 - Present
TJX May 2014 - August 2014
Liberty Mutual Insurance November 2013 - December 2013
Hollister Co. June 2011 - June 2013
Skills
Time Management, Microsoft Word, Organization, Team Motivation, Social Media, Data Analysis, Microsoft Excel, Collaborative Problem..., Microsoft Office, Leadership, Research, Writing, Public Speaking, Teamwork, Social Networking, Operations Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Operations Information Management
Florence University of the Arts 2014 — 2014
Bachelor's Degree, Study Abroad for Fall 2014
Nipmuc Regional High School 2008 — 2012
State Street September 2013 - Present
TJX May 2014 - August 2014
Liberty Mutual Insurance November 2013 - December 2013
Hollister Co. June 2011 - June 2013
Skills
Time Management, Microsoft Word, Organization, Team Motivation, Social Media, Data Analysis, Microsoft Excel, Collaborative Problem..., Microsoft Office, Leadership, Research, Writing, Public Speaking, Teamwork, Social Networking, Operations Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Operations Information Management
Florence University of the Arts 2014 — 2014
Bachelor's Degree, Study Abroad for Fall 2014
Nipmuc Regional High School 2008 — 2012
Drew McGeary's State Street Experience August 2014 - November 2014
Job Finance and Economics Dual Degree Student at the Isenberg School of Management
Industry Investment Management
Experience
Isenberg School of Management, UMass Amherst September 2015 - Present
Minutemen Equity Fund August 2015 - Present
BNY Mellon June 2015 - August 2015
NexDine May 2014 - August 2015
Minutemen Equity Fund December 2014 - May 2015
State Street August 2014 - November 2014
Rockland Trust May 2014 - August 2014
Skills
Bloomberg Terminal, Financial Services, Customer Service, Retail, Sales, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Banking, Teamwork, Marketing, Social Media, Social Networking, Microsoft Excel, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Finance, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Economics
Foxborough High School 2009 — 2013
Isenberg School of Management, UMass Amherst September 2015 - Present
Minutemen Equity Fund August 2015 - Present
BNY Mellon June 2015 - August 2015
NexDine May 2014 - August 2015
Minutemen Equity Fund December 2014 - May 2015
State Street August 2014 - November 2014
Rockland Trust May 2014 - August 2014
Skills
Bloomberg Terminal, Financial Services, Customer Service, Retail, Sales, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Banking, Teamwork, Marketing, Social Media, Social Networking, Microsoft Excel, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Finance, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Economics
Foxborough High School 2009 — 2013
Katrina Ferris Katrina Ferris's State Street Experience May 2015 - Present
Job Client Services Audit Senior Associate at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street September 2013 - May 2015
BJ's Wholesale Club October 2012 - September 2013
State Street July 2011 - September 2012
BJ's Wholesale Club November 2005 - June 2012
State Street July 2010 - July 2011
Skills
Fund Accounting, Accounting, Mutual Funds, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Time Management, Budgets, Leadership, Management, Financial Reporting, Bloomberg, Team Leadership, SAP, Tax, Research, Forecasting, Access, Inventory Management, Cash Management, Data Analysis, Accounts Payable, Human Resources, Finance, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
State Street May 2015 - Present
State Street September 2013 - May 2015
BJ's Wholesale Club October 2012 - September 2013
State Street July 2011 - September 2012
BJ's Wholesale Club November 2005 - June 2012
State Street July 2010 - July 2011
Skills
Fund Accounting, Accounting, Mutual Funds, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Time Management, Budgets, Leadership, Management, Financial Reporting, Bloomberg, Team Leadership, SAP, Tax, Research, Forecasting, Access, Inventory Management, Cash Management, Data Analysis, Accounts Payable, Human Resources, Finance, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Evan Kisty's State Street Experience August 2014 - March 2015
Job Senior Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
NYLIFE Securities LLC; Alpha Pension Group February 2015 - Present
State Street August 2014 - March 2015
BJ's Wholesale Club May 2014 - August 2014
University of Massachusetts Amherst August 2013 - May 2014
Vision Wealth Strategies May 2013 - February 2014
Ashland Inc May 2011 - September 2011
Skills
Access, Excel, Microsoft Office, Customer Relations, Morningstar Office, Streetscape, Envestnet, Team Leadership, Team Management, Adobe Creative Suite, Outlook, Supply Chain Management, Minitab, Peachtree, HTML, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors Degree of Business Administration, Corporate Finance
Morgan Stanley August 2015 - Present
NYLIFE Securities LLC; Alpha Pension Group February 2015 - Present
State Street August 2014 - March 2015
BJ's Wholesale Club May 2014 - August 2014
University of Massachusetts Amherst August 2013 - May 2014
Vision Wealth Strategies May 2013 - February 2014
Ashland Inc May 2011 - September 2011
Skills
Access, Excel, Microsoft Office, Customer Relations, Morningstar Office, Streetscape, Envestnet, Team Leadership, Team Management, Adobe Creative Suite, Outlook, Supply Chain Management, Minitab, Peachtree, HTML, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors Degree of Business Administration, Corporate Finance
Minseok(Erik) Kwon's State Street Experience April 2015 - Present
Job Operations Processing Analyst at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
UMASS Textbook Annex January 2015 - February 2015
The National Assembly of The Republic of Korea December 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Team Motivation, Language Teaching, Athletic Training, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance, General, Bachelor's Degree
State Street April 2015 - Present
UMASS Textbook Annex January 2015 - February 2015
The National Assembly of The Republic of Korea December 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Team Motivation, Language Teaching, Athletic Training, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance, General, Bachelor's Degree
Kevin Cangiano Kevin Cangiano's State Street Experience February 2013 - May 2014
Job Business Development Representative at Signiant
Industry Marketing and Advertising
Experience
Signiant June 2015 - Present
ALKU Technologies June 2014 - May 2015
State Street February 2013 - May 2014
Bits of Health Inc. December 2012 - May 2013
Thundercat Sports, LLC June 2009 - August 2011
Skills
Time Management, PowerPoint, Consulting, CRM, ERP, Project Management, Microsoft Excel, Social Networking, Sales, Research, Recruiting, Business Process, Management, Requirements Analysis, Integration, Lead Generation, SaaS, Sandler
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Signiant June 2015 - Present
ALKU Technologies June 2014 - May 2015
State Street February 2013 - May 2014
Bits of Health Inc. December 2012 - May 2013
Thundercat Sports, LLC June 2009 - August 2011
Skills
Time Management, PowerPoint, Consulting, CRM, ERP, Project Management, Microsoft Excel, Social Networking, Sales, Research, Recruiting, Business Process, Management, Requirements Analysis, Integration, Lead Generation, SaaS, Sandler
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Phillip Yan Phillip Yan's State Street Experience October 2007 - September 2011
Job Officer at RBS Citizens Group
Industry Banking
Experience
RBS Citizens September 2011 - Present
State Street October 2007 - September 2011
State Street October 2004 - October 2007
Skills
Risk Management, Banking, Corporate Actions, Operational Risk..., Mutual Funds, Fund Accounting, KYC, Bloomberg, AML, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2001
Bachelor, Business Administration; Finance
RBS Citizens September 2011 - Present
State Street October 2007 - September 2011
State Street October 2004 - October 2007
Skills
Risk Management, Banking, Corporate Actions, Operational Risk..., Mutual Funds, Fund Accounting, KYC, Bloomberg, AML, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2001
Bachelor, Business Administration; Finance
Kelly Truong's State Street Experience September 2014 - May 2015
Job Operations Processing Analyst at State Street
Industry Accounting
Experience
Isenberg School of Management, UMass Amherst May 2014 - Present
The Coca-Cola Company January 2015 - June 2015
State Street September 2014 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Cash Handling Experience, Customer Service, Teamwork, Bookkeeping, Research
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration, Accounting
Melrose High School 2008 — 2012
Isenberg School of Management, UMass Amherst May 2014 - Present
The Coca-Cola Company January 2015 - June 2015
State Street September 2014 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Cash Handling Experience, Customer Service, Teamwork, Bookkeeping, Research
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration, Accounting
Melrose High School 2008 — 2012
Paige Christo Paige Christo's State Street Experience June 2011 - August 2011
Job Property Accountant at WS Development
Industry Accounting
Experience
WS Development January 2015 - Present
PKF October 2012 - January 2015
State Street June 2011 - August 2011
Valley ComputerWorks October 2010 - January 2011
State Street June 2010 - August 2010
American Eagle Outfitters May 2006 - March 2010
Skills
Excel, Word, PowerPoint, Bloomberg, Outlook, Access, Accounting, Customer Service, Microsoft Office, Retail, Writing, Time Management, Scheduling, Spreadsheets, Microsoft Excel, Process Scheduler, Microsoft Word, Financial Analysis, Internal Controls, QuickBooks, Financial Reporting, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Weymouth High School
WS Development January 2015 - Present
PKF October 2012 - January 2015
State Street June 2011 - August 2011
Valley ComputerWorks October 2010 - January 2011
State Street June 2010 - August 2010
American Eagle Outfitters May 2006 - March 2010
Skills
Excel, Word, PowerPoint, Bloomberg, Outlook, Access, Accounting, Customer Service, Microsoft Office, Retail, Writing, Time Management, Scheduling, Spreadsheets, Microsoft Excel, Process Scheduler, Microsoft Word, Financial Analysis, Internal Controls, QuickBooks, Financial Reporting, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Weymouth High School
Jeremiah Moynihan Jeremiah Moynihan's State Street Experience September 2013 - April 2014
Job Associate Financial Analyst in FTP Rotational Program at EMC
Industry Information Technology and Services
Experience
EMC May 2015 - Present
EMC May 2014 - Present
State Street September 2013 - April 2014
Mass Premier Courts December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, Networking, Financial Analysis, English, Social Networking, Research, Windows
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Major: Accounting; Minor: I.T.
EMC May 2015 - Present
EMC May 2014 - Present
State Street September 2013 - April 2014
Mass Premier Courts December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, Networking, Financial Analysis, English, Social Networking, Research, Windows
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Major: Accounting; Minor: I.T.
Justin Do Carmo Justin Do Carmo's State Street Experience July 2014 - Present
Job Associate at State Street
Industry Accounting
Experience
State Street July 2014 - Present
Association Properties Group, Inc. January 2013 - May 2014
Longmeadow Public Schools June 2012 - November 2012
Town of Longmeadow June 2012 - November 2012
Skills
Financial Accounting, Securities Market, Accounts Payable, Microsoft Excel, Accounting, Time Management, Restaurants, Data Entry, Bookkeeping, Spreadsheets, Invoicing, General Ledger, Account Reconciliation, Journal Entries, Financial Statements, Bank Reconciliation, Cash Flow, Expenses, Tax Preparation, Cash Receipts, GAAP, Tax, Tax Accounting, Sage, Petty Cash, Invoice Processing, Sales Tax, Payroll Taxes, Cost Accounting, Accruals, Fixed Assets, Microsoft Office, Auditing, Financial Reporting, PowerPoint, Accounts Receivable, Financial Analysis, Internal Controls, Income Tax, Microsoft Word, MCH, QuickBooks, Transaction Processing, SWIFT Messaging, Payroll, Internal Audit, Finance, Access, Outlook
Education
Isenberg School of Management, UMass Amherst 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst-Isenberg School of Management 2007 — 2012
Bachelor of Business Administration, Accounting
State Street July 2014 - Present
Association Properties Group, Inc. January 2013 - May 2014
Longmeadow Public Schools June 2012 - November 2012
Town of Longmeadow June 2012 - November 2012
Skills
Financial Accounting, Securities Market, Accounts Payable, Microsoft Excel, Accounting, Time Management, Restaurants, Data Entry, Bookkeeping, Spreadsheets, Invoicing, General Ledger, Account Reconciliation, Journal Entries, Financial Statements, Bank Reconciliation, Cash Flow, Expenses, Tax Preparation, Cash Receipts, GAAP, Tax, Tax Accounting, Sage, Petty Cash, Invoice Processing, Sales Tax, Payroll Taxes, Cost Accounting, Accruals, Fixed Assets, Microsoft Office, Auditing, Financial Reporting, PowerPoint, Accounts Receivable, Financial Analysis, Internal Controls, Income Tax, Microsoft Word, MCH, QuickBooks, Transaction Processing, SWIFT Messaging, Payroll, Internal Audit, Finance, Access, Outlook
Education
Isenberg School of Management, UMass Amherst 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst-Isenberg School of Management 2007 — 2012
Bachelor of Business Administration, Accounting
Stacey Bezreh Stacey Bezreh's State Street Experience 2012 - 2013
Job Territory Representative at Swedish Match
Industry Marketing and Advertising
Experience
Swedish Match May 2015 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2015
GMR Marketing February 2014 - November 2014
Mercury Systems May 2014 - August 2014
State Street 2012 - 2013
Olympia Sports 2009 - 2013
Skills
Social Media, Time Management, Teamwork, Retail, Customer Service, Social Networking, Research, Leadership, Public Speaking, PowerPoint, Customer Satisfaction, Outlook, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Marketing and Information Technology
Burlington High School 2007 — 2011
Swedish Match May 2015 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2015
GMR Marketing February 2014 - November 2014
Mercury Systems May 2014 - August 2014
State Street 2012 - 2013
Olympia Sports 2009 - 2013
Skills
Social Media, Time Management, Teamwork, Retail, Customer Service, Social Networking, Research, Leadership, Public Speaking, PowerPoint, Customer Satisfaction, Outlook, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Marketing and Information Technology
Burlington High School 2007 — 2011
Emily Messing's State Street Experience April 2013 - March 2014
Job Associate Buyer at Hasbro
Industry Logistics and Supply Chain
Experience
Hasbro September 2014 - Present
Hasbro July 2014 - September 2014
State Street April 2013 - March 2014
Kohl's Department Stores June 2012 - August 2012
Sport Nature Riding Center, LLC April 2009 - August 2011
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Lean Manufacturing, Six Sigma, Root Cause Analysis, SAP, Continuous Improvement, Horses, Retail, Merchandising, Access, Lesson Planning, PowerPoint, Visual Merchandising, Time Management, Outlook, Training, Supply Chain Management, Teamwork, Customer Satisfaction, Research, Social Media, Event Planning, Sales, Marketing, Inventory Management, Social Networking, Leadership, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
BBA, Operations and Information Management
North Middlesex Regional High School 2007 — 2010
High School Diploma
Hasbro September 2014 - Present
Hasbro July 2014 - September 2014
State Street April 2013 - March 2014
Kohl's Department Stores June 2012 - August 2012
Sport Nature Riding Center, LLC April 2009 - August 2011
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Lean Manufacturing, Six Sigma, Root Cause Analysis, SAP, Continuous Improvement, Horses, Retail, Merchandising, Access, Lesson Planning, PowerPoint, Visual Merchandising, Time Management, Outlook, Training, Supply Chain Management, Teamwork, Customer Satisfaction, Research, Social Media, Event Planning, Sales, Marketing, Inventory Management, Social Networking, Leadership, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
BBA, Operations and Information Management
North Middlesex Regional High School 2007 — 2010
High School Diploma
Stephen Bigelow Stephen Bigelow's State Street Experience June 2012 - August 2013
Job Strength and Conditioning Coach at Mike Boyle Strength and Conditioning
Industry Health, Wellness and Fitness
Experience
Mike Boyle Strength & Conditioning June 2014 - Present
Tufts University January 2015 - May 2015
Northampton Exercise Club January 2013 - June 2014
State Street June 2012 - August 2013
Skills
Athletic Performance, Public Speaking, Microsoft Excel, Strength & Conditioning, Athlete Development, Personal Training, Athletics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Winchester High School
Mike Boyle Strength & Conditioning June 2014 - Present
Tufts University January 2015 - May 2015
Northampton Exercise Club January 2013 - June 2014
State Street June 2012 - August 2013
Skills
Athletic Performance, Public Speaking, Microsoft Excel, Strength & Conditioning, Athlete Development, Personal Training, Athletics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Winchester High School
Brien O'Connor Brien O'Connor's State Street Experience March 2015 - Present
Job Bank Loan Specialist at State Street
Industry Marketing and Advertising
Experience
State Street March 2015 - Present
Add-On Data August 2014 - February 2015
An Tua Nua June 2010 - July 2013
Helfrich Brothers Boiler Works July 2008 - September 2009
Skills
Marketing, Microsoft Office, Microsoft Excel, CRM Databases, Customer Service, Windows, PowerPoint, Research, Public Speaking, Social Media, Microsoft Word, Leadership
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor's Degree, Marketing
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
State Street March 2015 - Present
Add-On Data August 2014 - February 2015
An Tua Nua June 2010 - July 2013
Helfrich Brothers Boiler Works July 2008 - September 2009
Skills
Marketing, Microsoft Office, Microsoft Excel, CRM Databases, Customer Service, Windows, PowerPoint, Research, Public Speaking, Social Media, Microsoft Word, Leadership
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor's Degree, Marketing
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
John Bottary John Bottary's State Street Experience August 2014 - Present
Job Auto and Property Claims Intern at The Hartford
Industry Financial Services
Experience
The Hartford June 2015 - Present
State Street August 2014 - Present
W.B. Mason Company Inc. July 2014 - August 2014
Embroidery Plus May 2013 - June 2014
Jim Bottary Service Company May 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
The Hartford June 2015 - Present
State Street August 2014 - Present
W.B. Mason Company Inc. July 2014 - August 2014
Embroidery Plus May 2013 - June 2014
Jim Bottary Service Company May 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Teamwork
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Edward Murphy, CFA, CAIA's State Street Experience July 2002 - June 2005
Job Institutional Data Analyst at Schafer Cullen Capital Management
Industry Financial Services
Experience
Schafer Cullen Capital Management June 2012 - Present
Independent Study January 2009 - July 2012
Bear Stearns/JP Morgan February 2008 - December 2008
Bear Hunter Structured Products June 2006 - February 2008
American Stock Exchange June 2005 - June 2006
State Street July 2002 - June 2005
Skills
Trade Operations, Leveraging Technology..., Exchange Traded Funds..., VBA, SQL, Equity Trading, Indexing, ETFs, Trading, Arbitrage, Equities, Leveraging Technology, Market Making, Proprietary Trading, Derivatives, Electronic Trading, Equity Derivatives, Statistical Arbitrage, Trading Strategies, Mutual Funds, Structured Products, Program Trading, Hedging, Bloomberg, Capital Markets, Trading Systems, Alternative Investments, CFA, CAIA
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Finance
NYC Data Science Academy
NYU School of Professional Studies
NYU School of Professional Studies
Schafer Cullen Capital Management June 2012 - Present
Independent Study January 2009 - July 2012
Bear Stearns/JP Morgan February 2008 - December 2008
Bear Hunter Structured Products June 2006 - February 2008
American Stock Exchange June 2005 - June 2006
State Street July 2002 - June 2005
Skills
Trade Operations, Leveraging Technology..., Exchange Traded Funds..., VBA, SQL, Equity Trading, Indexing, ETFs, Trading, Arbitrage, Equities, Leveraging Technology, Market Making, Proprietary Trading, Derivatives, Electronic Trading, Equity Derivatives, Statistical Arbitrage, Trading Strategies, Mutual Funds, Structured Products, Program Trading, Hedging, Bloomberg, Capital Markets, Trading Systems, Alternative Investments, CFA, CAIA
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Finance
NYC Data Science Academy
NYU School of Professional Studies
NYU School of Professional Studies
Conway Levaughn King Conway Levaughn King's State Street Experience May 2015 - Present
Job Pricing Analyst Associate 2 at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street February 2013 - May 2015
Monster Worldwide June 2014 - August 2014
TJX October 2013 - April 2014
John Hancock Financial Services January 2013 - August 2013
Amherst Education Foundation November 2011 - May 2013
Pinkberry Ventures, Inc July 2011 - August 2011
UMass Dartmouth September 2010 - April 2011
BNY Mellon July 2010 - August 2010
Boston Youth Fund July 2009 - August 2009
Skills
Microsoft Office, Lotus Notes, Spanish, Strategic Planning, Databases, Time Management, Organizational..., Computer Science, Self-driven, Pivot Tables, Database Administration, Array Formulas, V Lookups, What-if Analysis, Financial Variance..., Calm Under Pressure, Hyperion Reports, Financial Reporting, Financial Analysis, Team Leadership, Oracle, Microsoft Excel, Performance Metrics, Access, Leadership, Budgets, Analysis, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics
University of Massachusetts, Amherst 2010 — 2015
B.S., Resource Economics, 3.47
John D. O'Bryant School of Mathematics & Science (Exam School) 2004 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
State Street May 2015 - Present
State Street February 2013 - May 2015
Monster Worldwide June 2014 - August 2014
TJX October 2013 - April 2014
John Hancock Financial Services January 2013 - August 2013
Amherst Education Foundation November 2011 - May 2013
Pinkberry Ventures, Inc July 2011 - August 2011
UMass Dartmouth September 2010 - April 2011
BNY Mellon July 2010 - August 2010
Boston Youth Fund July 2009 - August 2009
Skills
Microsoft Office, Lotus Notes, Spanish, Strategic Planning, Databases, Time Management, Organizational..., Computer Science, Self-driven, Pivot Tables, Database Administration, Array Formulas, V Lookups, What-if Analysis, Financial Variance..., Calm Under Pressure, Hyperion Reports, Financial Reporting, Financial Analysis, Team Leadership, Oracle, Microsoft Excel, Performance Metrics, Access, Leadership, Budgets, Analysis, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics
University of Massachusetts, Amherst 2010 — 2015
B.S., Resource Economics, 3.47
John D. O'Bryant School of Mathematics & Science (Exam School) 2004 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Michael Stempel Michael Stempel's State Street Experience August 2012 - December 2012
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2014 - Present
Isenberg School of Management Development Office August 2010 - May 2014
State Street August 2012 - December 2012
Skills
Valuation, Access, Management, Financial Analysis, Business Analysis, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Time Management, Teamwork, Analysis, Leadership, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelors in Business Administration, Accounting
PricewaterhouseCoopers September 2014 - Present
Isenberg School of Management Development Office August 2010 - May 2014
State Street August 2012 - December 2012
Skills
Valuation, Access, Management, Financial Analysis, Business Analysis, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Time Management, Teamwork, Analysis, Leadership, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelors in Business Administration, Accounting
Jamie Taloumis's State Street Experience May 2011 - November 2012
Job Portfolio Administrator at Boston Advisors
Industry Financial Services
Experience
Boston Advisors November 2012 - Present
State Street May 2011 - November 2012
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Bloomberg, Mutual Funds, Management, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Major: Finance, Minor: Economics
Burke Mountain Academy 2003 — 2007
Boston Advisors November 2012 - Present
State Street May 2011 - November 2012
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Bloomberg, Mutual Funds, Management, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Major: Finance, Minor: Economics
Burke Mountain Academy 2003 — 2007
Lance Vara's State Street Experience April 2014 - Present
Job Officer, Ops Transformation/Restructuring
Industry Financial Services
Experience
State Street April 2014 - Present
State Street Corp March 2009 - March 2014
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science, Sport Management
University of Massachusetts, Amherst 2001 — 2005
Sports Mgt
State Street April 2014 - Present
State Street Corp March 2009 - March 2014
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science, Sport Management
University of Massachusetts, Amherst 2001 — 2005
Sports Mgt
Taylor Furlong's State Street Experience December 2013 - May 2014
Job Research Associate at NEPC, LLC
Industry Insurance
Experience
NEPC, LLC May 2015 - Present
NEPC, LLC May 2014 - May 2015
State Street December 2013 - May 2014
State Street June 2012 - May 2013
Homesite Insurance May 2011 - January 2012
Skills
Management, Financial Analysis, Corporate Finance, Business Analysis, Data Management, Data Modeling, Microsoft Office, Microsoft Excel, Account Management, Data Analysis, Financial Reporting, Finance, Analysis, Banking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Needham High School 2005 — 2009
NEPC, LLC May 2015 - Present
NEPC, LLC May 2014 - May 2015
State Street December 2013 - May 2014
State Street June 2012 - May 2013
Homesite Insurance May 2011 - January 2012
Skills
Management, Financial Analysis, Corporate Finance, Business Analysis, Data Management, Data Modeling, Microsoft Office, Microsoft Excel, Account Management, Data Analysis, Financial Reporting, Finance, Analysis, Banking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Needham High School 2005 — 2009
Kirsten Witunski Kirsten Witunski's State Street Experience July 2013 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
State Street July 2013 - Present
State Street June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Equity Valuation, Microsoft Word, Economics, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
State Street July 2013 - Present
State Street July 2013 - Present
State Street June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Equity Valuation, Microsoft Word, Economics, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Jonathan Steckloff's State Street Experience October 2007 - March 2009
Job Management Consultant
Industry Management Consulting
Experience
Public Consulting Group February 2014 - Present
Accenture June 2012 - February 2014
Genzyme, a Sanofi Company July 2011 - June 2012
Steward Health Care September 2009 - August 2011
State Street October 2007 - March 2009
Skills
Change Management, Organizational..., Organizational..., Instructional Design, Instructor-led Training, Training, Talent Management, Program Management, Employee Training, Human Resources, Strategy, Software Documentation, Management, Organizational Design, Consulting, Leadership, Leadership Development
Education
Suffolk University 2008 — 2010
M.S., Organizational Learning and Development
Isenberg School of Management, UMass Amherst 2003 — 2007
B.S., Management
Public Consulting Group February 2014 - Present
Accenture June 2012 - February 2014
Genzyme, a Sanofi Company July 2011 - June 2012
Steward Health Care September 2009 - August 2011
State Street October 2007 - March 2009
Skills
Change Management, Organizational..., Organizational..., Instructional Design, Instructor-led Training, Training, Talent Management, Program Management, Employee Training, Human Resources, Strategy, Software Documentation, Management, Organizational Design, Consulting, Leadership, Leadership Development
Education
Suffolk University 2008 — 2010
M.S., Organizational Learning and Development
Isenberg School of Management, UMass Amherst 2003 — 2007
B.S., Management
Corey Avery Corey Avery's State Street Experience October 2013 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street October 2013 - Present
American Diabetes Association December 2011 - October 2013
American Diabetes Association May 2011 - December 2011
Skills
Volunteer Management, Fundraising, Non-profits, Event Planning, Event Management, Public Speaking, Facebook, Public Relations, Social Media, Community Outreach, Social Networking, Social Media Marketing, Nonprofits, Press Releases, Program Development, Grant Writing, Sponsorship, Community Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BS, Hospitality & Tourism Management
Lauralton Hall 2003 — 2007
State Street October 2013 - Present
American Diabetes Association December 2011 - October 2013
American Diabetes Association May 2011 - December 2011
Skills
Volunteer Management, Fundraising, Non-profits, Event Planning, Event Management, Public Speaking, Facebook, Public Relations, Social Media, Community Outreach, Social Networking, Social Media Marketing, Nonprofits, Press Releases, Program Development, Grant Writing, Sponsorship, Community Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BS, Hospitality & Tourism Management
Lauralton Hall 2003 — 2007
Shannon Souls's State Street Experience August 2015 - Present
Job Operations Processing Analyst at State Street
Industry Marketing and Advertising
Experience
State Street August 2015 - Present
Skipjack's - Best Fresh Seafood May 2015 - September 2015
TJ Maxx October 2010 - May 2015
Buffalo Wild Wings March 2014 - September 2014
Terrace Cafe May 2013 - January 2014
Springfield Armor Basketball November 2012 - May 2013
Pond Hockey Classic January 2013 - January 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Social Networking, Social Media, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Bachelor of Science (BS), Marketing and Sports Management
University of Massachusetts, Amherst 2012 — 2016
Bishop Feehan High School 2008 — 2012
King Philip Regional High School 2010 — 2011
State Street August 2015 - Present
Skipjack's - Best Fresh Seafood May 2015 - September 2015
TJ Maxx October 2010 - May 2015
Buffalo Wild Wings March 2014 - September 2014
Terrace Cafe May 2013 - January 2014
Springfield Armor Basketball November 2012 - May 2013
Pond Hockey Classic January 2013 - January 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Social Networking, Social Media, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Bachelor of Science (BS), Marketing and Sports Management
University of Massachusetts, Amherst 2012 — 2016
Bishop Feehan High School 2008 — 2012
King Philip Regional High School 2010 — 2011
Matthew M. Troxell's State Street Experience May 2014 - August 2014
Job Research Analyst at Thompson Hennessey & Partners
Industry Real Estate
Experience
Thompson Hennessey & Partners September 2015 - Present
The Murphys Realtors, Inc. August 2014 - September 2015
State Street May 2014 - August 2014
State Street August 2013 - May 2014
Collaborative for Educational Services July 2011 - August 2013
Skills
Strategic Consulting, Microsoft Office, Research, Teaching, Public Speaking, Trade processing, Microsoft Excel, PowerPoint, Microsoft Word, Multicurrency Horizon, Leadership Development, Curriculum Design, Interchange, Instruct, RightFax, Communication, Real Estate, Minitab, Financial Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (B.S.), Business/Managerial Economics
The Outdoor Leadership Program
Outdoor Education
New England School of Architectural Woodworking 2005 — 2006
Architectural Woodworking and Design
Thompson Hennessey & Partners September 2015 - Present
The Murphys Realtors, Inc. August 2014 - September 2015
State Street May 2014 - August 2014
State Street August 2013 - May 2014
Collaborative for Educational Services July 2011 - August 2013
Skills
Strategic Consulting, Microsoft Office, Research, Teaching, Public Speaking, Trade processing, Microsoft Excel, PowerPoint, Microsoft Word, Multicurrency Horizon, Leadership Development, Curriculum Design, Interchange, Instruct, RightFax, Communication, Real Estate, Minitab, Financial Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (B.S.), Business/Managerial Economics
The Outdoor Leadership Program
Outdoor Education
New England School of Architectural Woodworking 2005 — 2006
Architectural Woodworking and Design
Daniel Dufour Daniel Dufour's State Street Experience November 2012 - May 2015
Job Business Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group May 2015 - Present
State Street November 2012 - May 2015
Dunkin Donuts June 2012 - February 2013
Pond Hockey Classic February 2012 - February 2012
Worcester Sharks December 2011 - January 2012
Gillette Stadium April 2010 - December 2010
Reebok June 2009 - November 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Franklin High School 2007 — 2011
Eze Software Group May 2015 - Present
State Street November 2012 - May 2015
Dunkin Donuts June 2012 - February 2013
Pond Hockey Classic February 2012 - February 2012
Worcester Sharks December 2011 - January 2012
Gillette Stadium April 2010 - December 2010
Reebok June 2009 - November 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Franklin High School 2007 — 2011
Sabrina Upadhaya Sabrina Upadhaya's State Street Experience June 2013 - June 2014
Job Customer Success Manager at Acquia
Industry Financial Services
Experience
Acquia October 2015 - Present
Acquia June 2014 - October 2015
State Street June 2013 - June 2014
State Street August 2012 - June 2013
State Street June 2012 - August 2012
Retail Customer Service June 2007 - June 2011
Belmont Orthodontics June 2008 - August 2009
Skills
Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Training, Research, PowerPoint, Data Analysis, Microsoft Word, Access, Time Management, Leadership, Outlook, Social Media, Social Networking, Teamwork, Data Entry, Facebook, Public Speaking, Accounting, Salesforce.com, Marketing, SPSS, Bloomberg Terminal
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor, Business Administration; Finance
Acquia October 2015 - Present
Acquia June 2014 - October 2015
State Street June 2013 - June 2014
State Street August 2012 - June 2013
State Street June 2012 - August 2012
Retail Customer Service June 2007 - June 2011
Belmont Orthodontics June 2008 - August 2009
Skills
Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Training, Research, PowerPoint, Data Analysis, Microsoft Word, Access, Time Management, Leadership, Outlook, Social Media, Social Networking, Teamwork, Data Entry, Facebook, Public Speaking, Accounting, Salesforce.com, Marketing, SPSS, Bloomberg Terminal
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor, Business Administration; Finance
Janelle Crowley's State Street Experience July 2006 - Present
Job AVP Fund Administration at State Street
Industry Financial Services
Experience
State Street July 2006 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1998
Bachelor of Business Administration (B.B.A.)
State Street July 2006 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Bruce Goldstein's State Street Experience February 2009 - Present
Job Director of Corp Tax State Street Corporation
Industry Financial Services
Experience
State Street February 2009 - Present
General Electric Capital Corp June 2007 - February 2009
GE Commercial Finance August 2004 - June 2007
General Electric Capital Corporation June 2001 - August 2004
General Electric Capital Corp August 1998 - June 2001
Deloitte 1993 - 1998
Ernst & Whinney 1988 - 1990
Skills
International Tax, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Forecasting, US GAAP, Auditing, Corporate Tax, Internal Controls, Tax, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Accounting, Process Improvement, Tax Law, Financial Reporting
Education
New York University School of Law 1993 — 1996
L.L.M., Tax
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
John H. Glenn High School 1980 — 1984
State Street February 2009 - Present
General Electric Capital Corp June 2007 - February 2009
GE Commercial Finance August 2004 - June 2007
General Electric Capital Corporation June 2001 - August 2004
General Electric Capital Corp August 1998 - June 2001
Deloitte 1993 - 1998
Ernst & Whinney 1988 - 1990
Skills
International Tax, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Forecasting, US GAAP, Auditing, Corporate Tax, Internal Controls, Tax, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Accounting, Process Improvement, Tax Law, Financial Reporting
Education
New York University School of Law 1993 — 1996
L.L.M., Tax
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
John H. Glenn High School 1980 — 1984
Eric J. Burke's State Street Experience January 2008 - February 2010
Job Business Conversion Team at State Street
Industry Investment Management
Experience
On Deck Sports November 2010 - Present
EOS CCA April 2013 - December 2014
State Street January 2008 - February 2010
State Street October 2000 - January 2008
State Street February 2000 - October 2000
Skills
Bloomberg, Investments, Excel, Corporate Actions, Fund Accounting, Customer Relations, Mutual Funds, Microsoft Office, Fixed Income, Securities, Derivatives, Equities, Client Service, Customer Service, Financial Reporting, FX
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Xaverian Brothers High School 1992 — 1995
On Deck Sports November 2010 - Present
EOS CCA April 2013 - December 2014
State Street January 2008 - February 2010
State Street October 2000 - January 2008
State Street February 2000 - October 2000
Skills
Bloomberg, Investments, Excel, Corporate Actions, Fund Accounting, Customer Relations, Mutual Funds, Microsoft Office, Fixed Income, Securities, Derivatives, Equities, Client Service, Customer Service, Financial Reporting, FX
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Xaverian Brothers High School 1992 — 1995
Melissa Meier's State Street Experience July 1999 - May 2006
Job Senior Analyst at Capital Group
Industry Investment Management
Experience
Capital Group April 2013 - Present
Capital Group April 2009 - April 2013
Capital Group May 2006 - April 2009
State Street July 1999 - May 2006
NatWest Markets September 1998 - December 1998
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Financial Modeling, Mutual Funds, Valuation, Investments, Financial Analysis, Derivatives, Investment Management, Portfolio Management, Business Analysis, Securities, Emerging Markets, Analysis, Data Analysis, Risk Management, Corporate Actions
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor's Degree, Finance and Economics
Capital Group April 2013 - Present
Capital Group April 2009 - April 2013
Capital Group May 2006 - April 2009
State Street July 1999 - May 2006
NatWest Markets September 1998 - December 1998
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Financial Modeling, Mutual Funds, Valuation, Investments, Financial Analysis, Derivatives, Investment Management, Portfolio Management, Business Analysis, Securities, Emerging Markets, Analysis, Data Analysis, Risk Management, Corporate Actions
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor's Degree, Finance and Economics
Kathy Rogerson's State Street Experience March 2009 - Present
Job Sr Associate at State Street
Industry Real Estate
Experience
State Street March 2009 - Present
Realty Executives, Tri-County January 2007 - February 2008
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Management
State Street March 2009 - Present
Realty Executives, Tri-County January 2007 - February 2008
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Management
Britta Gillis's State Street Experience July 2006 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2006 - Present
Fidelity Investments February 2004 - June 2006
Skills
Fund Accounting, Bloomberg, Corporate Actions, DTC, Mutual Funds, Financial Reporting, Equities, Finance, Analysis, Client Services, Financial Services, Investments, Fixed Income, Bloomberg Terminal, Securities, Management
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Marketing
State Street July 2006 - Present
Fidelity Investments February 2004 - June 2006
Skills
Fund Accounting, Bloomberg, Corporate Actions, DTC, Mutual Funds, Financial Reporting, Equities, Finance, Analysis, Client Services, Financial Services, Investments, Fixed Income, Bloomberg Terminal, Securities, Management
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Marketing
Karl Thayer's State Street Experience June 1984 - August 1996
Job Managing Consultant at Fidelity Information Services
Industry Computer Software
Experience
Fidelity National Information Services 1997 - Present
Logica PLC September 1996 - December 1997
State Street June 1984 - August 1996
HPMS September 1983 - June 1984
Commonwealth of Massachusetts, Office of Management Information Systems July 1976 - September 1983
Skills
Integration, Software Development, Project Planning, Management, SQL, Business Analysis, Quality Assurance, Banking, Analysis, Requirements Gathering, Project Management, Business Requirements, Change Management, Software Project..., Systems Analysis, SDLC, Requirements Analysis, DB2
Education
Suffolk University 1975 — 1976
Master of Public Administration (MPA), Public Finance
Isenberg School of Management, UMass Amherst 1969 — 1973
BBA, Financial Management
Fidelity National Information Services 1997 - Present
Logica PLC September 1996 - December 1997
State Street June 1984 - August 1996
HPMS September 1983 - June 1984
Commonwealth of Massachusetts, Office of Management Information Systems July 1976 - September 1983
Skills
Integration, Software Development, Project Planning, Management, SQL, Business Analysis, Quality Assurance, Banking, Analysis, Requirements Gathering, Project Management, Business Requirements, Change Management, Software Project..., Systems Analysis, SDLC, Requirements Analysis, DB2
Education
Suffolk University 1975 — 1976
Master of Public Administration (MPA), Public Finance
Isenberg School of Management, UMass Amherst 1969 — 1973
BBA, Financial Management
Michelle Hannigan's State Street Experience January 2013 - Present
Job AIS Private Equity at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
State Street January 2007 - January 2013
State Street October 2005 - January 2007
State Street May 2002 - September 2005
State Street May 2000 - May 2002
State Street September 1999 - February 2000
State Street September 1998 - September 1999
State Street December 1996 - September 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg
Education
University of Massachusetts at Boston - Graduate School of Management
M.S., Accounting
Isenberg School of Management, UMass Amherst
B.A., Finance
Needham High School
Diploma
State Street January 2013 - Present
State Street January 2007 - January 2013
State Street October 2005 - January 2007
State Street May 2002 - September 2005
State Street May 2000 - May 2002
State Street September 1999 - February 2000
State Street September 1998 - September 1999
State Street December 1996 - September 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg
Education
University of Massachusetts at Boston - Graduate School of Management
M.S., Accounting
Isenberg School of Management, UMass Amherst
B.A., Finance
Needham High School
Diploma
Robert teDuits's State Street Experience November 2004 - November 2007
Job Managing Director , Head of Sales U.S. Financial Institutions, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing November 2013 - Present
Dow Wealth Management April 2012 - October 2013
Independant Financial Services Consultant June 2008 - October 2013
Sovereign Investment Counsel- Washington D.C. April 2008 - April 2012
State Street November 2004 - November 2007
State Street Bank 2000 - 2007
Skills
Mutual Funds, Strategic Planning, Business Strategy, Product Development, New Business Development, Banking, Sales Management, Relationship Management, Investments, Asset Management, Strategy, Start-ups, Management, Equities, Due Diligence, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Executive Certificate, Strategy and Innovation
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelors, Finance and Economics
BNY Mellon Asset Servicing November 2013 - Present
Dow Wealth Management April 2012 - October 2013
Independant Financial Services Consultant June 2008 - October 2013
Sovereign Investment Counsel- Washington D.C. April 2008 - April 2012
State Street November 2004 - November 2007
State Street Bank 2000 - 2007
Skills
Mutual Funds, Strategic Planning, Business Strategy, Product Development, New Business Development, Banking, Sales Management, Relationship Management, Investments, Asset Management, Strategy, Start-ups, Management, Equities, Due Diligence, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Executive Certificate, Strategy and Innovation
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelors, Finance and Economics
Robyn Shepard's State Street Experience June 2014 - Present
Job Vice President, Head of Loan Operations at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street Bank February 2013 - June 2014
State Street Corp February 2001 - February 2013
Skills
Mutual Funds, Financial Analysis, Risk Management, Process Improvement, Bloomberg, Valuation, Financial Modeling, Fund Accounting, PowerPoint, Microsoft Word, Banking, Equities, Asset Managment, Financial Reporting, Internal Controls, Accounting, Access, Analysis, Microsoft Excel, Outlook, Budget, Microsoft Office, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
State Street June 2014 - Present
State Street Bank February 2013 - June 2014
State Street Corp February 2001 - February 2013
Skills
Mutual Funds, Financial Analysis, Risk Management, Process Improvement, Bloomberg, Valuation, Financial Modeling, Fund Accounting, PowerPoint, Microsoft Word, Banking, Equities, Asset Managment, Financial Reporting, Internal Controls, Accounting, Access, Analysis, Microsoft Excel, Outlook, Budget, Microsoft Office, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Jason Horne, CPA's State Street Experience August 2015 - Present
Job Vice President, Alternative Investment Solutions
Industry Accounting
Experience
State Street August 2015 - Present
Statestreet 2010 - August 2015
State Street Corporation (formerly Investors Bank and Trust) September 2006 - October 2010
PricewaterhouseCoopers 2001 - 2006
Reznick, Fedder and Silverman CPA's 2000 - 2001
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Accounting and information systems
University of Massachusetts, Amherst
State Street August 2015 - Present
Statestreet 2010 - August 2015
State Street Corporation (formerly Investors Bank and Trust) September 2006 - October 2010
PricewaterhouseCoopers 2001 - 2006
Reznick, Fedder and Silverman CPA's 2000 - 2001
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Accounting and information systems
University of Massachusetts, Amherst
Graham Walters's State Street Experience June 2006 - January 2007
Job Director, Human Resources at DraftKings, Inc.
Industry Medical Devices
Experience
DraftKings, Inc. July 2015 - Present
TripAdvisor June 2015 - July 2015
TripAdvisor December 2013 - June 2015
Covidien June 2013 - December 2013
Haemonetics August 2011 - June 2013
Haemonetics January 2010 - August 2011
DolmatConnell & Partners August 2008 - December 2009
DolmatConnell & Partners September 2007 - August 2008
DolmatConnell & Partners January 2007 - September 2007
State Street June 2006 - January 2007
Skills
Executive Compensation, Compensation, Data Analysis, Performance Management, Excel, Financial Analysis, Financial Modeling, PowerPoint, Incentive Programs, Equity Compensation, Executive Pay, Deferred Compensation, Compensation & Benefit, Human Resources, Leadership, Talent Management, Microsoft Excel, Compensation Structures, Job Evaluation, Succession Planning, Organizational Design, HRIS, Acquisition Integration, Equities, Process Improvement, Compensation & Benefits, Management, Strategy
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Operations Management
DraftKings, Inc. July 2015 - Present
TripAdvisor June 2015 - July 2015
TripAdvisor December 2013 - June 2015
Covidien June 2013 - December 2013
Haemonetics August 2011 - June 2013
Haemonetics January 2010 - August 2011
DolmatConnell & Partners August 2008 - December 2009
DolmatConnell & Partners September 2007 - August 2008
DolmatConnell & Partners January 2007 - September 2007
State Street June 2006 - January 2007
Skills
Executive Compensation, Compensation, Data Analysis, Performance Management, Excel, Financial Analysis, Financial Modeling, PowerPoint, Incentive Programs, Equity Compensation, Executive Pay, Deferred Compensation, Compensation & Benefit, Human Resources, Leadership, Talent Management, Microsoft Excel, Compensation Structures, Job Evaluation, Succession Planning, Organizational Design, HRIS, Acquisition Integration, Equities, Process Improvement, Compensation & Benefits, Management, Strategy
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Operations Management
Jaime Cabezas's State Street Experience September 2013 - September 2014
Job Fund Accountant at SS&C
Industry Financial Services
Experience
SS&C Technologies September 2014 - Present
Army National Guard March 2011 - Present
State Street September 2013 - September 2014
Citizens Bank November 2011 - August 2013
The MathWorks May 2011 - December 2011
University of Massachusetts Amherst January 2010 - June 2011
Bank of America January 2008 - January 2010
Wells Fargo 2005 - 2008
Skills
Banking, Financial Analysis, Management, Finance, Risk Management, Sales Management, Credit, Time Management, Access, Strategic Leadership, Goal Oriented, Coaching, Loans, Microsoft Excel, Training, Credit Analysis, Mortgage Lending, Cash Management, Network Security, Information Technology, Information Assurance, Active DoD Secret...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
Finance and Operations Managements, Banking, Corporate, Finance, and Securities Law
United States Army Signal Center of Excellence 2013 — 2013
Information Technology
Springfield Technical Community College 2008 — 2010
Business Administration
East Longmeadow High School
SS&C Technologies September 2014 - Present
Army National Guard March 2011 - Present
State Street September 2013 - September 2014
Citizens Bank November 2011 - August 2013
The MathWorks May 2011 - December 2011
University of Massachusetts Amherst January 2010 - June 2011
Bank of America January 2008 - January 2010
Wells Fargo 2005 - 2008
Skills
Banking, Financial Analysis, Management, Finance, Risk Management, Sales Management, Credit, Time Management, Access, Strategic Leadership, Goal Oriented, Coaching, Loans, Microsoft Excel, Training, Credit Analysis, Mortgage Lending, Cash Management, Network Security, Information Technology, Information Assurance, Active DoD Secret...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
Finance and Operations Managements, Banking, Corporate, Finance, and Securities Law
United States Army Signal Center of Excellence 2013 — 2013
Information Technology
Springfield Technical Community College 2008 — 2010
Business Administration
East Longmeadow High School
Dick Gustafson's State Street Experience 1990 - 2003
Job Vice President Wealth Management Technology at BNY Mellon
Industry Computer Software
Experience
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
Brian Benkart's State Street Experience March 2012 - Present
Job Vice President Accounting Operations at State Street
Industry Financial Services
Experience
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
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
David Danforth's State Street Experience May 2008 - May 2010
Job Vice President at Millstreet Capital Management
Industry Investment Management
Experience
Millstreet Capital Management September 2012 - Present
State Street May 2008 - May 2010
State Street June 2007 - May 2008
Classic Chrysler Center September 2002 - January 2007
Ameriprise Financial May 2006 - August 2006
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Finance, Information Technology
Millstreet Capital Management September 2012 - Present
State Street May 2008 - May 2010
State Street June 2007 - May 2008
Classic Chrysler Center September 2002 - January 2007
Ameriprise Financial May 2006 - August 2006
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Finance, Information Technology
Carol McDermott's State Street Experience April 2010 - Present
Job at
Industry Financial Services
Experience
State Street April 2010 - Present
State Street Bank January 1998 - April 2010
Skills
Process Improvement, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Fixed Income, Bloomberg, Equities
Education
Isenberg School of Management, UMass Amherst 1995 — 1997
MBA
Isenberg School of Management, UMass Amherst
BBA, Finance/Accounting
State Street April 2010 - Present
State Street Bank January 1998 - April 2010
Skills
Process Improvement, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Fixed Income, Bloomberg, Equities
Education
Isenberg School of Management, UMass Amherst 1995 — 1997
MBA
Isenberg School of Management, UMass Amherst
BBA, Finance/Accounting
Matthew Jaeger's State Street Experience November 2008 - Present
Job Loan Specialist at State Street
Industry Financial Services
Experience
State Street November 2008 - Present
Skills
Accounting, Securities, Auditing, General Ledger, Internal Controls, Mutual Funds, Financial Statements
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelors, Sport Management
State Street November 2008 - Present
Skills
Accounting, Securities, Auditing, General Ledger, Internal Controls, Mutual Funds, Financial Statements
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelors, Sport Management
Steve Marchand's State Street Experience June 2011 - August 2012
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2012 - Present
State Street June 2011 - August 2012
Brook Venture Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance, Investments and Operations Management
Deloitte August 2012 - Present
State Street June 2011 - August 2012
Brook Venture Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance, Investments and Operations Management
Margarita Bezpalko's State Street Experience January 2008 - August 2008
Job Business Systems Analyst II at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2012 - October 2014
UnitedHealth Group October 2011 - June 2012
UnitedHealth Group July 2010 - October 2011
UnitedHealthcare June 2009 - August 2009
Massachusetts Small Business Development Center January 2009 - May 2009
State Street January 2008 - August 2008
Skills
Project Management, Finance, Financial Analysis, Variance Analysis, Microsoft Office, Essbase, Hyperion Enterprise, Microsoft Excel, Financial Reporting, Strategic Financial..., Corporate Finance, Account Reconciliation, Pivot Tables, Financial Modeling, PeopleSoft, Analysis, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, General Ledger, GAAP, PowerPoint, Financial Forecasting, V Lookups, Variance Explanations, Ad Hoc Reporting, High Organizational..., Department Budgeting, Russian, Hyperion Planning, Data Analysis, Forecasting, Financial Accounting, Managerial Finance, Insurance, Access, Process Improvement, Cross-functional Team..., Leadership, Reinsurance, Test Systems
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Science (BS), Finance
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2012 - October 2014
UnitedHealth Group October 2011 - June 2012
UnitedHealth Group July 2010 - October 2011
UnitedHealthcare June 2009 - August 2009
Massachusetts Small Business Development Center January 2009 - May 2009
State Street January 2008 - August 2008
Skills
Project Management, Finance, Financial Analysis, Variance Analysis, Microsoft Office, Essbase, Hyperion Enterprise, Microsoft Excel, Financial Reporting, Strategic Financial..., Corporate Finance, Account Reconciliation, Pivot Tables, Financial Modeling, PeopleSoft, Analysis, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, General Ledger, GAAP, PowerPoint, Financial Forecasting, V Lookups, Variance Explanations, Ad Hoc Reporting, High Organizational..., Department Budgeting, Russian, Hyperion Planning, Data Analysis, Forecasting, Financial Accounting, Managerial Finance, Insurance, Access, Process Improvement, Cross-functional Team..., Leadership, Reinsurance, Test Systems
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Science (BS), Finance
Daniel Curry's State Street Experience June 2012 - August 2012
Job Financial Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson - Janssen Supply Chain June 2015 - Present
Johnson & Johnson May 2013 - May 2015
Minutemen Equity Fund January 2011 - May 2013
State Street June 2012 - August 2012
Valufinder Group, Inc. June 2011 - August 2011
Curry Lawn August 2005 - September 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
B.B.A., Finance & Economics Double Major, 3.85
John Cabot University - Study Abroad 2012 — 2012
Business Administration and Management, General
Hillsborough High School 2005 — 2009
Johnson & Johnson - Janssen Supply Chain June 2015 - Present
Johnson & Johnson May 2013 - May 2015
Minutemen Equity Fund January 2011 - May 2013
State Street June 2012 - August 2012
Valufinder Group, Inc. June 2011 - August 2011
Curry Lawn August 2005 - September 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
B.B.A., Finance & Economics Double Major, 3.85
John Cabot University - Study Abroad 2012 — 2012
Business Administration and Management, General
Hillsborough High School 2005 — 2009
Katie Ho's State Street Experience February 2014 - Present
Job Client Operations Administrator at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street November 2013 - February 2014
State Street September 2012 - November 2013
University of Massachusetts Amherst September 2010 - December 2011
Conference & Event Services Office at Stonehill College June 2011 - August 2011
EdVenture Partners September 2010 - December 2010
Skills
MS Office Suite, Customer Relations, Event Planning, Leadership Development, Community Development, Marketing Communications, Social Media, Microsoft Office, Access, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration, Marketing Major & Psychology Minor
State Street February 2014 - Present
State Street November 2013 - February 2014
State Street September 2012 - November 2013
University of Massachusetts Amherst September 2010 - December 2011
Conference & Event Services Office at Stonehill College June 2011 - August 2011
EdVenture Partners September 2010 - December 2010
Skills
MS Office Suite, Customer Relations, Event Planning, Leadership Development, Community Development, Marketing Communications, Social Media, Microsoft Office, Access, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration, Marketing Major & Psychology Minor
Dustin Hiralall's State Street Experience May 2012 - June 2013
Job Operations Specialist at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management June 2013 - Present
State Street May 2012 - June 2013
State Street February 2011 - May 2012
Macy's June 2010 - September 2010
Skills
Financial Analysis, Corporate Finance, Investments, Financial Statements, Data Analysis, Financial Reporting, Access, Accounting, Microsoft Excel, Mutual Funds, Outlook, Fixed Income, Securities, Finance, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Acadian Asset Management June 2013 - Present
State Street May 2012 - June 2013
State Street February 2011 - May 2012
Macy's June 2010 - September 2010
Skills
Financial Analysis, Corporate Finance, Investments, Financial Statements, Data Analysis, Financial Reporting, Access, Accounting, Microsoft Excel, Mutual Funds, Outlook, Fixed Income, Securities, Finance, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Elton Wong's State Street Experience January 2013 - Present
Job Reporting and Compliance Associate 2 at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
State Street March 2011 - January 2013
CW Financial Services LLC May 2010 - June 2011
Coca-Cola Enterprises June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Financial Analysis, Microsoft Word, Data Analysis, Outlook, Accounting
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor, Finance
State Street January 2013 - Present
State Street March 2011 - January 2013
CW Financial Services LLC May 2010 - June 2011
Coca-Cola Enterprises June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Financial Analysis, Microsoft Word, Data Analysis, Outlook, Accounting
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor, Finance
Kristof Holm, CPA, CISA's State Street Experience September 2015 - Present
Job Assistant Vice President, IT Governance, Risk and Compliance at State Street
Industry Accounting
Experience
State Street September 2015 - Present
Cabot Corporation September 2013 - September 2015
Liberty Mutual Insurance January 2013 - September 2013
PwC July 2010 - December 2012
Rogers Corporation June 2009 - August 2009
Skills
Risk Assessment, Internal Controls, External Audit, Financial Accounting, Sarbanes-Oxley Act, Access, Auditing, Microsoft Word, Internal Audit, IT Audit, Risk Management, COSO, Management Consulting, Financial Risk, SAS70, Accounting, GAAP, SSAE 16, Financial Analysis, Assurance, SEC filings, US GAAP, Data Analysis, Accounts Payable, Analysis, CISA, Business Analysis, Business Process, SOX 404, CPA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
BBA, Accounting, Economics
University of Vermont 2006 — 2008
State Street September 2015 - Present
Cabot Corporation September 2013 - September 2015
Liberty Mutual Insurance January 2013 - September 2013
PwC July 2010 - December 2012
Rogers Corporation June 2009 - August 2009
Skills
Risk Assessment, Internal Controls, External Audit, Financial Accounting, Sarbanes-Oxley Act, Access, Auditing, Microsoft Word, Internal Audit, IT Audit, Risk Management, COSO, Management Consulting, Financial Risk, SAS70, Accounting, GAAP, SSAE 16, Financial Analysis, Assurance, SEC filings, US GAAP, Data Analysis, Accounts Payable, Analysis, CISA, Business Analysis, Business Process, SOX 404, CPA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
BBA, Accounting, Economics
University of Vermont 2006 — 2008
Jen O'Grady's State Street Experience May 2014 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street December 2011 - May 2014
State Street January 2009 - December 2011
Investors Bank & Trust Dublin September 2006 - December 2008
Investors Bank & Trust September 2006 - December 2008
Investors Bank & Trust June 2004 - September 2006
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Fixed Income, Corporate Actions, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Alternative Investments, Investments, Bloomberg Terminal, Swaps, Financial Modeling, FX Options, Portfolio Management, Asset Managment, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
Bachelor's degree, Finance
State Street May 2014 - Present
State Street December 2011 - May 2014
State Street January 2009 - December 2011
Investors Bank & Trust Dublin September 2006 - December 2008
Investors Bank & Trust September 2006 - December 2008
Investors Bank & Trust June 2004 - September 2006
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Fixed Income, Corporate Actions, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Alternative Investments, Investments, Bloomberg Terminal, Swaps, Financial Modeling, FX Options, Portfolio Management, Asset Managment, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
Bachelor's degree, Finance
Mark Zachery's State Street Experience June 1997 - April 1998
Job Accounting Professional
Industry Accounting
Experience
Warner Bros. Entertainment Group of Companies June 2011 - September 2011
Sony Pictures Entertainment November 2007 - October 2009
Churchill Management Group October 2003 - May 2007
MTV Networks May 2003 - September 2003
MassMutual Financial Group February 2000 - November 2002
Fidelity Investments June 1998 - September 1999
State Street June 1997 - April 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelors, Accounting
Warner Bros. Entertainment Group of Companies June 2011 - September 2011
Sony Pictures Entertainment November 2007 - October 2009
Churchill Management Group October 2003 - May 2007
MTV Networks May 2003 - September 2003
MassMutual Financial Group February 2000 - November 2002
Fidelity Investments June 1998 - September 1999
State Street June 1997 - April 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelors, Accounting
Gregory Curtiss's State Street Experience June 2012 - May 2013
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
BNY Mellon May 2013 - July 2014
State Street June 2012 - May 2013
JK Blackstone May 2010 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Economics & Finance
University of Massachusetts, Amherst
University of Massachusetts, Amherst
BNY Mellon July 2014 - Present
BNY Mellon May 2013 - July 2014
State Street June 2012 - May 2013
JK Blackstone May 2010 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Economics & Finance
University of Massachusetts, Amherst
University of Massachusetts, Amherst
Brian Viscariello's State Street Experience September 2012 - December 2013
Job FSO Assurance Associate at EY
Industry Accounting
Experience
EY September 2015 - Present
Building Engines, Inc. May 2015 - August 2015
Building Engines, Inc. May 2013 - August 2014
EY January 2014 - April 2014
State Street September 2012 - December 2013
Concord Country Club April 2011 - August 2012
Shaw’s Supermarket August 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Maynard High School 2007 — 2011
EY September 2015 - Present
Building Engines, Inc. May 2015 - August 2015
Building Engines, Inc. May 2013 - August 2014
EY January 2014 - April 2014
State Street September 2012 - December 2013
Concord Country Club April 2011 - August 2012
Shaw’s Supermarket August 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Maynard High School 2007 — 2011
Keith Stockman's State Street Experience 2013 - March 2015
Job Finance Professional
Industry Financial Services
Experience
State Street 2013 - March 2015
Skills
Financial Modeling, Statistical Analysis..., Financial Analysis, Corporate Finance, Finance, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
State Street 2013 - March 2015
Skills
Financial Modeling, Statistical Analysis..., Financial Analysis, Corporate Finance, Finance, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
T. Devon Moore's State Street Experience March 2014 - August 2014
Job Operations Processing Analyst at State Street
Industry
Experience
State Street March 2014 - August 2014
U.S. House of Representatives September 2012 - December 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Economics
State Street March 2014 - August 2014
U.S. House of Representatives September 2012 - December 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Rita Snyderman's State Street Experience 1999 - 2004
Job Collateral Management Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2012 - Present
Fannie Mae 2010 - 2012
Wells Fargo 2007 - 2009
T. Rowe Price 2004 - 2007
State Street 1999 - 2004
Skills
Capital Markets, Fixed Income, Derivatives, Mutual Funds, Securitization, Structured Transactions, Allocations, Hedging, international fixed..., Corporate Actions, Pricing, Modeling Portfolios, Equity Capital Markets, Money Market Funds, FX trading, Data Mining, Data Analysis, Financial Analysis, Financial Modeling, Intex, BlackRock Aladdin, SEC Regulations, SEC Financial Reporting, Strategic Planning, Business Strategy, Integration
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Fannie Mae 2012 - Present
Fannie Mae 2010 - 2012
Wells Fargo 2007 - 2009
T. Rowe Price 2004 - 2007
State Street 1999 - 2004
Skills
Capital Markets, Fixed Income, Derivatives, Mutual Funds, Securitization, Structured Transactions, Allocations, Hedging, international fixed..., Corporate Actions, Pricing, Modeling Portfolios, Equity Capital Markets, Money Market Funds, FX trading, Data Mining, Data Analysis, Financial Analysis, Financial Modeling, Intex, BlackRock Aladdin, SEC Regulations, SEC Financial Reporting, Strategic Planning, Business Strategy, Integration
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.