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
Scotiabank January 2014 - Present
Scotiabank March 2010 - January 2014
Scotiabank November 2006 - February 2010
State Street December 2005 - October 2006
Skills
Corporate Finance, Financial Reporting, Financial Analysis, Financial Modeling, Banking, Capital Markets, Valuation, Fixed Income, Derivatives, Accounting, Financial Accounting, Microsoft Excel, Forecasting, Risk Management
Education
London School of Economics and Political Science 2004 — 2005
MSc, Accounting and Finance
McMaster University 2000 — 2004
Honours B.Com, Commerce
State Street December 2014 - January 2015
Novartis July 2014 - November 2014
Mintz Levin May 2014 - June 2014
Peak Systems, Inc. September 2013 - May 2014
PSG Global Solutions June 2013 - June 2013
Sentient Jet June 2012 - August 2012
Skills
Zeacom Desktop, Footprints, Windows 7, Desktop Computers, Active Directory, Lync, Windows Vista, Microsoft Office, Microsoft Excel, Microsoft Word, Zendesk, PC building, Virus Removal, A/V Installation, Outlook, Norton Ghost, Ghost Imaging, Customer Service, Dell Computers, Android, Windows Phone, DeskSite, Cisco Unity...
Education
Western Governors University 2014 — 2015
B.S. Information Technology
Massasoit Community College 2011 — 2013
Associate's degree
Lynx Equity Limited July 2015 - Present
CIBC July 2011 - Present
CIBC September 2008 - July 2011
State Street February 2007 - September 2008
Investors Bank & Trust February 2007 - September 2008
Skills
Banking, Commercial Banking, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Investments
Education
McMaster University 2002 — 2006
Honours Bachelor of Commerce, Finance, Economics
State Street November 2014 - Present
Huicheng Capital, China Construction Bank Trust Fund July 2014 - October 2014
Xerox Canada May 2012 - August 2013
Young & Rubicam May 2011 - August 2011
Skills
Financial Analysis, Financial modelling, Valuation, Corporate Finance, Financial Accounting, Bloomberg, Investment Valuation
Education
McMaster University
Honours Bachelor Degree, Finance & Accounting, minor in Economics
University of Toronto
Visiting Student, Art History
York Mills CI
Boys and Girls Club of Dorchester January 2008 - May 2013
State Street January 2007 - January 2008
South Bay Mental Health Center January 2006 - January 2007
Skills
Event Planning, Fashion, Accounting, Accounts Payable, Account Reconciliation, Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Retail, Non-profits, Research, QuickBooks, Merchandising, Accounts Receivable, Data Entry, Inventory Management, Event Management, Footwear, Training, Sales, Time Management, Marketing Strategy, Social Networking, Budgets, Marketing, Team Leadership, Management, Strategic Planning, Advertising, Leadership, Team Building, Social Media Marketing, Social Media
Education
Massasoit Community College 2005 — 2010
Associate, Business
Siemens Industry USA October 2014 - Present
State Street June 2011 - March 2014
State Street 1998 - June 2011
State Street 1995 - 1998
State Street 1993 - 1995
State Street 1991 - 1993
Skills
Microsoft Excel, Mutual Funds, Accounting, Financial Services, Invoicing, Client Billing, Internal Controls, Corporate Finance, Microsoft Office, Global Finance, Access Database, Outlook, PowerPoint, KPI Reports, Fund Accounting, Bloomberg, Equities, Securities
Education
Massasoit Community College 1988 — 1990
Associate's degree, Business Administration and Management, General
Epstein, Lipsey & Clifford, P.C. November 2014 - Present
Epstein, Lipsey & Clifford, P.C. September 2012 - November 2014
Law Office of Stepen W. Sutton, P.C. February 2012 - June 2012
Massasoit Community College May 2007 - May 2008
T&K Asphalt Services September 2003 - November 2006
State Street December 1999 - September 2003
Boston Mutual Life Insurance September 1994 - December 1997
Skills
Dedicated Professional, Financial Analysis, Data Analysis, Data Entry, Bookkeeping, Financial Accounting, Customer Service, Problem Solving, Appointment Scheduling, Job Scheduling, Crew Scheduling, Time Management, Training, Administrative..., Process Scheduler
Education
Stonehill College
Bachelor of Arts (BA), Communication and Media Studies
Massasoit Community College
Associate of Science (A.S.), Communication and Media Studies
Canadian Blood Services May 2015 - Present
Homeside Park Committee February 2009 - Present
State Street September 2013 - August 2014
MAC Investment Club September 2012 - April 2013
ACIIC 2013 - 2013
Milton Soccer League June 2011 - September 2011
Skills
Bloomberg, Public Speaking, Reuters, Bloomberg Terminal, Investments, C++, C, Node.js, IntelliJ IDEA, Python, Network Security, Information Security, TCP/IP, Linux, Unix, IDA, Burp Suite, MySQL, PyCharm, Android Development, GDB, VIM, Handlebars.js, JavaScript, PostgreSQL, Parse, RESTful WebServices, Oracle SQL Developer, Express.js, AngularJS
Education
University of Waterloo 2014 — 2019
Bachelor's Degree, Software Engineering
McMaster University 2010 — 2014
Honours Bachelor of Commerce, Finance, 3.8/4.0
State Street February 2015 - Present
MassDOT June 2014 - February 2015
State Street Bank August 2007 - January 2013
State Street Bank October 2002 - August 2007
State Street Bank April 1997 - October 2002
Skills
Incident Management, BMC Remedy, ITIL, IT Service Management, Information Technology, Service Desk, Management, Service Desk Management, Technical Support, Knowledge Management, Problem Management, Vendor Management, Global Service..., Project Management, Team Management, IT Operations, Business Process, IT Management, Disaster Recovery, Sla
Education
Quincy College 2013 — 2014
Associate's degree, Business Administration and Management, General
Massasoit Community College 2012 — 2014
State Street May 1998 - Present
Skills
Business Analysis, Mutual Funds, Financial Services, Securities, Bloomberg, Equities, Fixed Income, Fund Accounting, Risk Management, Investments, Derivatives, Portfolio Management, Asset Management, Banking, Financial Analysis, Microsoft Excel, Finance, Accounting, Management, Customer Service
Education
Massasoit Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Hanover High School
State Street May 2014 - Present
State Street February 2011 - May 2014
City of Mississauga June 2008 - June 2012
City of Mississauga September 2010 - February 2011
Skills
Teamwork, Time Management, Customer Service, Fixed Income, Bloomberg, Investments, Financial Services, Securities, Leadership, Problem Solving, Microsoft Office, Close Attention to..., Multi Tasking, Financial Analysis, Analysis, Microsoft Excel, Team Leadership, Financial Accounting, Financial Reporting, Finance, Account Reconciliation
Education
McMaster University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting, Minor in Economics
Canadian Securities Institute 2011 — 2012
Canadian Securities Course
Deutsche Bank January 2015 - Present
State Street August 2013 - Present
State Street April 2013 - August 2013
State Street October 2009 - April 2013
BGC Partners/Cantor Fitzgerald November 2008 - October 2009
Tradetrek.com January 2006 - October 2008
Linens N Things September 2003 - December 2004
Linens N Things March 2003 - September 2004
Skills
Windows Server, Vendor Management, Trading Systems, Microsoft Excel, Bloomberg, Business Analysis, Electronic Trading, SDLC, Change Management, SQL, Derivatives, Fixed Income, Testing, Software Documentation, Equities, User Acceptance Testing, Technical Support, Hedge Funds, Management
Education
Mercy College 2007 — 2009
M.S., Internet Business Systems
Mercy College 2002 — 2004
B.S., Computer Information Systems
Westchester Community College 1999 — 2002
A.A.S., Computer Information Systems
Caritas Norwood Hospital May 2014 - Present
MATCH School July 2011 - Present
New England Sinai Hospital October 2011 - October 2012
High Point Treatment Center October 2010 - October 2011
State Street July 1999 - July 2011
Skills
Nursing, Telemetry, Case Managment, Customer Service, Microsoft Excel, Healthcare, Microsoft Office, Hospitals, Microsoft Word, PowerPoint, Healthcare Management, Team Building, Outlook, Coaching, Non-profits, Policy, Training, Meditech, SNAP, PowerSchool
Education
Curry College 2012 — 2014
Bachelor of Science (BS), Nursing
Massasoit Community College 2008 — 2010
Associate of Science, Nursing
State Street June 2014 - Present
Balentine November 2010 - June 2014
Frontier Broadcasting August 2009 - December 2010
Mercer University Athletics July 2007 - July 2009
Mercer University January 2008 - June 2009
Lloyds Bank August 2004 - December 2005
Dundee United Football Club July 1999 - June 2004
Skills
Wealth Management, Customer Service, Microsoft Excel, Investments, CRM, Analysis, Advertising, Finance, Financial Analysis, Trading, Market Research, Portfolio Management, Financial Modeling
Education
Chartered Alternative Investment Analyst 2012 — 2013
CAIA, Chartered Alternative Investment Analyst
Mercer University - Stetson School of Business and Economics 2005 — 2009
BBA, Economics and Finance
Connors & Associates, Inc. November 2013 - Present
State Street November 2002 - February 2013
Boston Gear July 2001 - October 2002
mGen, Inc July 2000 - July 2001
Ocean Spray Cranberries March 1985 - June 2000
Hills Department Stores May 1982 - March 1985
Skills
SDLC, Fixed Income, Oracle, Financial Services, Process Improvement, Databases, Business Analysis, Data Warehousing, Requirements Analysis, Change Management, Unix, ETL, System Administration, SQL, Systems Analysis, Corporate Actions, IT Strategy, Disaster Recovery, Project Management, Strategic Planning, Vendor Management, Software Project...
Education
Massachusetts Academy of Real Estate 2013 — 2013
Massasoit Community College 1978 — 1979
Business
Stonehill College 1977 — 1978
Accounting
Hingham Lumber Company March 2013 - Present
Private Home January 2011 - January 2014
SIGNET Electronic Systems, Inc 2007 - 2011
Brite-Lite Electrical Company Inc. 2006 - 2007
State Street 1988 - 1998
Skills
Project Management,..., Managed Fire Alarm,..., Prepared billing and..., Excellent at..., Computer Proficiency, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Security, Project Management, Team Leadership, Software Documentation, Team Building, Process Scheduler, Budgets, Troubleshooting, Project Planning, Outlook, Purchasing, Customer Satisfaction, Inventory Management, MS Project, Microsoft Word, Process Improvement, Training, Management, Contract Management
Education
Massasoit Community College 1986 — 1989
Associate's degree, Executive Assistant/Executive Secretary
Whitman-Hanson Regional High School
State Street February 2015 - Present
La Caisse de dépôt et placement September 2010 - February 2015
RBC Investor Services October 1995 - August 2010
Skills
Securities, Mutual Funds, Asset Managment, Investments, Banking, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Equities, Relationship Management, Asset Management, Pensions, Hedge Funds, Fixed Income, Financial Services, Business Development
Education
McGill University
PLK Holdings Inc o/a of Popeyes Louisiana Kitchen May 2013 - Present
Great GulfCan Energy Inc. May 2012 - April 2014
RBC Capital Markets November 2012 - April 2013
Manulife Financial June 2010 - October 2012
RBC Investor Services October 2009 - May 2010
Paterson Partners Inc. May 2007 - September 2009
Paterson Partners Inc. May 2006 - April 2007
State Street May 2005 - April 2006
Around Canada Accommodations Inc. (College Hostel) May 1998 - April 2005
Skills
Financial Modeling, Valuation, Capital Markets, Derivatives, Financial Reporting, Financial Analysis, Financial Planning, Alternative Investments, Commodities, Financial Controls, Financial Risk, Portfolio Management, Strategic Financial..., Investments, Internal Controls, Mergers & Acquisitions, Entrepreneurship, Risk Management, Business Development, Fixed Income, Financial Services, Investment Banking, Commodity, Finance
Education
McGill University 1994 — 1997
B. Comm, Accounting & Finance
American Institute of Certified Public Accountants
CPA, USA
CFA Institute
CFA Charterholder
Investment Banking Institute
Financial Modeling and Valuation
Online Trading Academy
Professional Trader
The Marquee Group
Building a Financial Model
O.C.A. Benefit Services March 2009 - Present
All for Dance September 2003 - Present
TekFinancial Solutions May 2007 - March 2009
State Street September 2006 - May 2007
CheckFree Investment Services 2006 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Skills
COBRA, Relationship Management, Choreography, Manage Client..., Service Implementation, Client Training, Microsoft Office, Health Insurance, Health Savings Accounts, Securities, Financial Services, Benefits Administration, Corporate Actions, Equities, Fixed Income, Health reimbursement..., Flexible Spending..., NJ State Continuation..., Vendor Management, Life Insurance, Disability Insurance, Brokers
Education
Mercer County Community College 1995 — 1997
Associates, Business Administration
Steinert High School 1990 — 1994
Bodilanguage Designs April 2013 - Present
1751 Web Design, LLC December 2012 - Present
State Street May 2014 - Present
State Street August 2010 - May 2014
Studgate June 2012 - April 2013
State Street April 2005 - August 2010
PHP Realty Services, LLC April 2002 - April 2005
Computer Share September 2001 - April 2002
Skills
Illustrator, WordPress, Graphic Design, Photoshop, CSS, Web Design, InDesign, Dreamweaver, Logo Design, Front-end, Mutual Funds, Trading, Adobe Creative Suite, Flash, jQuery, HTML, Layout, Web Development, User Interface Design, HTML 5, Bloomberg, Fixed Income, Equities, Tax Accounting, Information Systems..., Fireworks, Java, Word Press, Graphics, Typography, Marketing
Education
Boston University's Center for Digital Imaging Arts 2010 — 2012
Professional Certificate for Graphic and Web Design and Front end Web Development, Graphic Design, Marketing, Web Design & Web development
Massasoit Community College 1996 — 2000
Associate's degree, Business Administration, Management and Operations
State Street June 2015 - Present
State Street Bank September 2010 - Present
State Street Bank 2007 - 2010
State Street Bank 1998 - 2007
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1994 - 1996
Skills
Excel, Word, Power..., Mutual Funds, Project Management, Risk Management, Process Improvement, Lean Thinking, Customer Service, Strategic Communications, Corporate Actions, Derivatives, Banking, Accounting, Business Analysis, Financial Services
Education
Suffolk University 1993 — 1994
Master of Science (M.S.), Taxation
Westfield State College 1987 — 1990
Bachelor of Science (BS), Accounting
Massasoit Community College 1986 — 1987
State Street March 2012 - Present
State Street July 2007 - March 2012
State Street March 2007 - July 2007
Skills
• 5+ years..., Strong communication..., Ability to work under..., Detail and deadline..., Quick Learner/Team..., Securities, Investments, Account Reconciliation, Prime Brokerage, CDS, Interest Rate Swaps, Risk Management, Business Analysis
Education
New England College of Business and Finance 2009 — 2010
Finance Certificate, Accounting and Finance, 3.7 GPA
Massasoit Community College 1998 — 2000
Human Services, General
Success! Real Estate May 2013 - Present
Waste Management February 2014 - September 2014
State Street October 2011 - October 2012
State Street February 2008 - October 2011
Collection Company of America October 2005 - June 2007
Skills
Portfolio Management, Mutual Funds, Financial Services, Customer Service, Bloomberg, Fixed Income, Equities, Securities, Investments, Asset Management, Finance
Education
Massasoit Community College 2003 — 2004
St Josephs College of Maine 2001 — 2002
Scotiabank April 2015 - Present
Scotiabank October 2013 - April 2015
Wilfrid Laurier University January 2013 - July 2013
Scotiabank Global Banking and Markets August 2011 - August 2012
State Street February 2010 - September 2011
CIBC June 2009 - February 2010
Skills
Bloomberg, Pension Funds, Accounting, Financial Reporting, Financial Markets, Crystal Reports, IDC, Capital Markets, Equity Valuation, Securities, Fixed Income, Reconciliation, Derivatives, Reuters, Credit Risk, Account Reconciliation, Financial Analysis, Financial Modeling, VBA, Economics, Mutual Funds, Financial Services, Bloomberg Terminal, Equities, Corporate Finance, Equity Research, Investments, Portfolio Management, Financial Statement..., Hedge Funds, Finance, Investment Banking, Financial Risk, Options, Credit Analysis, Investment Strategies, Asset Management, Wealth Management, Bonds, Trading, Banking
Education
Wilfrid Laurier University 2012 — 2013
Master of Business Administration (MBA), Finance
McMaster University 2005 — 2009
Bachelor of Commerce (Honours), Accounting
State Street July 2007 - Present
State Street July 2004 - May 2007
FRI Corporation November 2003 - June 2004
Education
McGill University 2001 — 2004
Bachelor of Commerce (B.Com.), Finance, General
State Street April 2008 - Present
Softchoice September 2005 - April 2008
Skills
Account Management, Enterprise Software
Education
McMaster University 2000 — 2005
Honors Bacherlor of Commerce
Princeton University July 2012 - Present
State Street 2009 - 2011
State Street 2003 - 2009
State Street 2001 - 2003
State Street 2000 - 2001
Merrill Lynch 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Instructional Design, Training Needs Analysis, Curriculum Design, Presentations, Coaching Staff, Financial Analysis, Accounting, Employee Training, Data Analysis, Auditing, Mutual Funds, Policy, Financial Services, Fund Accounting, Forecasting, Training, Bloomberg, Coaching, Management, Analysis, Financial Accounting, Performance Management, Financial Reporting, General Ledger, Program Management, Account Reconciliation, Cash Management, Project Management, Time Management, Staff Development, Budgets, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Accounting
Mercer County Community College
Citco Fund Services December 2014 - Present
State Street February 2014 - November 2014
IFS, State Street September 2012 - February 2014
IFS, State Street September 2007 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2005 - September 2007
Skills
Hedge Funds, Fund Accounting, Fund Administration, Corporate Actions, Equities, Private Equity, Alternative Investments, Account Reconciliation, Financial Reporting, Portfolio Management, Excel, Accounting, Securities, Bloomberg, Fund Of Funds, Options, Word, First Aid, Cpr Certified, AED, Middle Office, Financial Analysis, NAV, Financial Services, Fixed Income, Swaps, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Mutual Funds, Financial Statements, Auditing, Bloomberg Terminal, Microsoft Word, FX Options, VBA, Pricing
Education
National University of Ireland, Maynooth 2001 — 2004
Joint Honours Degree, Finance and Economics
Salesian College, Celbridge 1996 — 2001
State Street January 2012 - May 2013
Industrial Alliance August 2011 - December 2011
RBC Royal Bank January 2011 - July 2011
BMO Financial Group May 2010 - January 2011
Education
University of Toronto Mississauga 2014 — 2015
Master of Management and Professional Accounting, Accounting
McGill University 2007 — 2010
bachelor of commerce, Finance and Accounting
State Street June 2013 - August 2013
European Wax Center October 2011 - June 2012
Skills
Coordinated...
Education
West Chester University of Pennsylvania 2013 — 2015
Bachelor's degree, Finance and minor in Accounting
Mercer County Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Bright Horizons July 2015 - Present
State Street September 2014 - July 2015
L'Auberge du Lac January 2012 - March 2014
Skills
Financial Analysis, Microsoft Excel, Team Leadership, Food & Beverage, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Finance, Time Management, Accounting
Education
McNeese State University 2010 — 2014
B.S., Finance, General
Deloitte Canada September 2015 - Present
State Street September 2012 - September 2015
Mac Investment Club September 2011 - April 2013
City of Mississauga September 2007 - June 2010
DeGroote Commerce Society September 2009 - April 2010
Skills
Time Management, Customer Service, Microsoft Office, Microsoft Excel, Economics, Teamwork, Leadership
Education
McMaster University 2009 — 2014
B. Comm., Honors Commerce
Clarkson Secondary School 2004 — 2008
High School Diploma, French Immersion
StateStreet 2003 - Present
St. Mary's Norton 2009 - 2010
State Street 1998 - 2003
Foxboro Company / (Invensys) 1988 - 1998
Skills
Project Management, Networking, Technical Support, Risk Management, Disaster Recovery, Business Analysis, VMware, IT Strategy, Business Continuity, Manufacturing, Financial Services, Management, Vendor Management, Fixed Income, Purchasing, DHCP, Software Documentation, ITIL, IT Management, Information Technology, Visio, SharePoint, Program Management, Incident Management, BMC Remedy, Service Delivery, Active Directory, Portfolio Management, Citrix, Servers, Virtualization
Education
Massasoit Community College 1986 — 1988
Associates, Business Adminstration
MetLife June 2015 - Present
Meredith College School of Business January 2013 - May 2015
Dex One September 2008 - September 2013
Credit Suisse July 2007 - September 2008
Avaya February 2006 - August 2006
Brown Brothers Harriman October 2003 - February 2006
State Street August 2003 - October 2003
Education
Meredith College 2013 — 2015
MBA, Business Administration and Management
Rutgers University 1999 — 2003
Bachelor of Science (BS), Finance
State Street May 2014 - Present
State Street October 2012 - May 2014
Michael Magerer & Associates September 2004 - July 2008
Skills
Team Leadership, Customer Service, Microsoft Office, Project Management, Leadership, Customer Satisfaction, Public Speaking, Team Building, Training
Education
New England Law Boston 2014 — 2018
Juris Doctor (J.D.), Law
McDaniel College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Street February 2015 - Present
CACEIS May 2012 - August 2013
Skills
Finance, Teamwork, Public Speaking, Sales, Leadership, Strategic Planning
Education
McMaster University 2009 — 2014
HBComm, Minor in Economics, DeGroote School of Business, 3.75 GPA
EMC April 2014 - Present
State Street January 2014 - April 2014
Citizens Bank October 2013 - January 2014
Biogen Idec March 2012 - August 2013
State Street October 2011 - March 2012
JP Morgan August 2006 - October 2011
Charles River Development January 2006 - August 2006
MFS Investment Management 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, PMO, Software Documentation, IT Strategy, Outsourcing, Business Process..., Business Requirements, Requirements Analysis, Project Management, Integration, Business Process, Mergers & Acquisitions, Legal Compliance, Compliance
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
Union College
BA
Liberty Mutual Insurance March 2013 - Present
The Hartford June 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
State Street June 2008 - August 2008
Skills
SAS, Actuarial Science, Property & Casualty..., Insurance, General Insurance, Microsoft Excel
Education
Mount Holyoke College 2006 — 2010
Bachelor of Arts (BA), Mathematics
McGill University 2008 — 2009
Central 1 Credit Union March 2015 - Present
State Street March 2014 - September 2014
Quadrant Capital October 2013 - January 2014
Title Trading Canada May 2011 - August 2011
McMaster University September 2010 - December 2010
Bank of China May 2010 - August 2010
Skills
Proficient Communicator, Basic knowledge of VBA..., Skilled at using..., Proficient at Microsoft..., Team-oriented, Highly detail oriented, Macroeconomics, Bloomberg, Financial Modeling, Finance, Analysis, Risk Management, Derivatives, Financial Analysis, Teamwork, Portfolio Management, Microsoft Excel, Valuation, Capital Markets, Equities, Investments, Fixed Income
Education
McMaster University 2009 — 2013
Honors Bachelor of Commerce, Finance and Financial Management Services
Loblaw Companies Limited January 2015 - Present
State Street April 2012 - January 2015
Ontario Power Generation August 2010 - August 2011
McMaster University September 2009 - December 2009
Celestica May 2008 - August 2009
McMaster Students Union May 2007 - May 2008
Education
McMaster University 2005 — 2010
Honours Bachelor of Commerce, Accounting
Manulife Asset Management December 2014 - Present
State Street February 2012 - December 2014
State Street Canada Toronto November 2010 - February 2012
State Street Canada Toronto March 2009 - November 2010
State Street Canada (Formerly Investors Bank and Trust) Toronto July 2007 - March 2009
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Investments, Account Reconciliation, Trading, Accounting, Options, Pricing, Equities, Software Documentation, Securities, Mutual Funds, Hedge Funds, Cross-functional Team..., Asset Management, Corporate Actions, Financial Analysis, Risk Management, Alternative Investments, Financial Services, Financial Risk, Bloomberg Terminal, Settlement, Banking
Education
McMaster University 2002 — 2006
BACHELOR OF HEALTH STUDIES (B.A)
Moving from Debts to Assets May 2015 - September 2015
Brown Brothers Harriman November 2013 - December 2014
State Street September 2012 - October 2013
Deloitte Tax LLP January 2012 - April 2012
Skills
Financial Reporting, Accounting, Microsoft Excel, Bloomberg Terminal, Checkpoint, Analysis, Tax, Finance, Time Management, Access, Financial Statements, Reuters, CCH ProSystem fx, Process Improvement, Analytical Skills, Account Reconciliation, SQL, Excel Macros, Financial Statements...
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration, Accounting and Finance
London School of Economics and Political Science 2010 — 2010
Public Finance; Debt Market
Meiji University 2010 — 2010
Political Science and Government
NATIONAL Equicom July 2015 - Present
TMX Equicom July 2013 - Present
State Street October 2012 - July 2013
Goldman Sachs November 2009 - October 2012
The Citco Group of Companies April 2007 - November 2009
Skills
Equities, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Financial Analysis, Mutual Funds, Private Equity, Securities
Education
McMaster University 2003 — 2007
Economics & Finance
State Street April 1998 - Present
Warner Bros. Entertainment Group of Companies September 1995 - October 2000
Commercial Union September 1995 - April 1998
Skills
Corporate Actions, Client Service, Business Analysis, Financial Analysis, Asset Management, Financial Reporting, Risk Management, Mergers, Excel, Customer Relations, Investment Banking, Strategic Planning, Microsoft Office, Analysis, Insurance, Equities, Financial Services, Securities, Investments, Banking, Fixed Income, Bloomberg, Global Custody, Middle Office, Customer Service, Finance, Social Media, Social Networking, Public Speaking, Process Improvement
Education
Massasoit Community College 1990 — 1993
Associates Degree, Business
Brockton High School 1986 — 1990
High School Diploma, General Studies
Scotiabank October 2013 - Present
Scotiabank August 2011 - August 2013
Scotiabank December 2010 - August 2011
RBC Dominion Securities October 2008 - August 2009
State Street May 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Relationship Management, Underwriting, Financial Analysis, Philanthropy, Community Development, Fundraising, Investments, Strategic Planning, Business Analysis, Analysis, Risk Management, Banking, Leadership, Loans, Financial Services, Financial Risk, Due Diligence, Mutual Funds, Accounting, Commercial Banking, Financial Markets, Strategic Financial..., Portfolio Management, Finance, Customer Service, Team Leadership, Microsoft Office, Management, Teamwork, CRM, Research, Corporate Finance, Credit Analysis, Valuation
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
McMaster University 2005 — 2009
Hons. BComm minor in Economics, Finance
State Street August 2013 - Present
J.P. Morgan June 2013 - August 2013
Transamerica Asset Management May 2008 - June 2013
Citi September 2007 - May 2008
State Street April 2003 - September 2007
Skills
Confluence, Morningstar, Bloomberg Terminal, Lipper, Visio, Six Sigma, Microsoft SQL Server, Black Belt, Minitab, DMAIC, Lean Projects, Business Process..., Risk Assessment, Portfolio Performance..., Investment Performance, Fund Accounting, Financial Analysis, Mutual Funds, Asset Managment, Business Relationship..., Multi-currency..., Derivatives, Fixed Income, Equities, Pricing, Investment Valuation, Yields, AS400 system, Fund Administration, Fund Of Funds, Securities, Bloomberg, Financial Services, Hedge Funds, FINRA, SEC filings, Pensions, Quantitative Analytics, Series 6, Investments, Asset Management, ETFs
Education
Northeastern University
Master of Business Administration (MBA)
University of South Florida
Bachelor's degree, Finance
Massasoit Community College
Associate's degree, Accounting
SigmaPro
Six Sigma Black Belt
United States Navy
State Street Bank June 2011 - Present
State Street January 2010 - June 2011
Skills
Business Analysis, Project Management, Superior Client Service, Foreign Exchange, Global Custody, Payment Systems, Shared Services, Joint Ventures, Global Business..., Lean Transformation, Business Transformation, Financial Services, Mutual Funds
Education
York University - Schulich School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Financial Services, Strategic Management, Honours
McMaster University 2000 — 2005
Bachelor of Commerce (B.Com.), Finance, General, Honours; Dean's List
Combined Jewish Philanthropies (CJP) August 2015 - Present
MIS Global Ventures February 2015 - Present
Sensata Technologies May 2015 - June 2015
State Street September 2014 - November 2014
Clarks Americas February 2000 - October 2013
Temple Beth Emunah 2000 - 2004
Boston Biomedica, Inc. July 1993 - February 2000
Skills
QuickBooks, Budget Process, Computer/Technical..., Financial Statements, Accounts Receivable, SAP R/3, Business Objects, Finance, Consolidation, Accounting, Quicken, Oracle Applications, SEC filings, Corporate Finance, Bank Reconciliation, Invoicing, Budgets, Journal Entries, Microsoft Excel, Customer Service, Management, Financial Reporting, General Ledger, SEC Filings, Microsoft Office, Account Reconciliation, Financial Analysis
Education
Northeastern University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Logistics
Massasoit Community College 1988 — 1990
Associate of Science (A.S.), Liberal Arts and Sciences, General Studies and Humanities
State Street November 2014 - Present
CACEIS (Canada) Limited May 2012 - December 2013
Degroote Accounting Association June 2011 - May 2012
Gould Trading Floor September 2011 - April 2012
Metro March 2007 - March 2012
McMaster Capital Markets Conference July 2011 - January 2012
Skills
Accounting, Customer Service, Research, Financial Accounting, Financial Analysis, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Time Management, Analysis, Accounts Receivable, Marketing, Account Reconciliation, Market Research, Financial Modeling, Portfolio Management, Social Media, Forecasting, Business Analysis, QuickBooks, Reuters, Management, English, Auditing, Photoshop, Data Analysis, Bloomberg, Finance, Sales, Leadership, Valuation, Budgets, Internal Controls
Education
McMaster University 2009 — 2014
Bachelor's Degree, Business
Alliance Bernstein Investment May 2014 - Present
State Street March 2009 - September 2013
U.S. Bank April 2008 - February 2009
SULLY FINANCE July 2007 - March 2008
KING & SPALDING LLP May 2003 - August 2006
NARDI AND BRUNORI STUDIO LEGALE September 2004 - March 2005
Skills
Financial Analysis, Financial Modeling, Securities, Analysis, Finance, Banking, Portfolio Management, Equilend, Citrix, Bloomberg Terminal, Microsoft Office, Securities Lending, Bloomberg, Investments, Financial Services, Equities, Microsoft Excel, Accounting, MS-Office, Intermediate French, Corporate Finance, Dodd-Frank, Cash Management, Treasury Management
Education
Suffolk University 2011 — 2012
Masters of Science, Finance
Suffolk University 2006 — 2007
Global Masters of Business Administration, International Finance
Mercer University 1999 — 2003
Bachelor of Science, Business Administration; Finance and International Business
State Street March 2014 - Present
Ord Construction January 2010 - February 2014
Marcus & Millichap January 2013 - May 2013
Skills
Microsoft Excel, Commercial Real Estate..., Account Reconciliation, Financial Statement..., Data Modeling, Data Analysis, Financial Modeling, Financial Services, Operational Risk..., Financial Calculations, Trade Compliance
Education
Menlo College 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Surgical Specialties Corp. September 2015 - Present
State Street December 2014 - April 2015
Mancosh Management August 2012 - June 2014
StateStreet Corp 2004 - January 2012
Vantage Deluxe World Travel November 2002 - March 2004
Grand Circle Corporation 1992 - 2001
Skills
Microsoft Office, Blackberry, Lotus Notes, Microsoft Excel, Outlook, Visio, Customer Service, Budgets, Microsoft Word, Process Improvement, PowerPoint, Event Management, Project Management, Time Management, Training, Management, Leadership
Education
Massasoit Community College
Assoc., Hotel / Rest. Business Mngt
Fortifinancial, Ltd. December 2012 - Present
White Oak Global Advisors September 2011 - October 2012
Chilling by the pool August 2011 - September 2011
Albourne December 2005 - July 2011
Manulife Financial 2004 - 2005
Canada Life 2002 - 2004
State Street 1996 - 2002
Skills
Hedge Funds, Due Diligence, Accounting, Pensions, Alternative Investments, Chief Operating Officer, Insurance, Private Equity, Operations Management, Operational Due..., Compliance
Education
McMaster University 1990 — 1996
Bachelor, Economics
Manulife Asset Management June 2013 - Present
Manulife Asset Management January 2009 - June 2013
State Street January 2007 - December 2009
Skills
Asset Management, Asset Managment, Bloomberg, Business Analysis, Derivatives, Alternative Investments, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Equities, Hedge Funds, Fixed Income, Investment Banking, Investment Management, Investments, Mutual Funds, Operations Management, Options, Securities, Valuation, Vendor Management, Asset Allocation, Capital Markets, Finance, Operational Risk..., Risk Management, Trading
Education
University of Windsor 1994 — 1995
B. Comm, Finance
McMaster University 1989 — 1993
B.A., Economics
State Street January 2014 - Present
State Street Corporation January 2010 - Present
State Street November 2009 - November 2010
Skills
Bloomberg, Risk Management, Asset Management, Process Improvement, Mutual Funds, Asset Managment, Financial Services, Business Analysis, Business Process..., Program Management, Relationship Management, Portfolio Management, Vendor Management, Management, Fund Accounting, Project Management, Strategy, Strategic Planning, Analysis, CRM, Outsourcing, Leadership, Business Development
Education
Massasoit Community College 1991 — 1993
State Street Bank April 2014 - Present
State Street Bank July 2006 - April 2014
State Street Bank February 2004 - July 2006
State Street Bank February 2001 - February 2004
State Street July 1999 - February 2001
Skills
Budgets, Leadership, Pricing, Mutual Funds, CRM, Fund Accounting, Management, Auditing, Portfolio Management, Client Services, Business Analysis
Education
University of Phoenix 2006 — 2014
Business Management
Massasoit Community College 1998 — 2000
State Street January 2001 - July 2011
Merrill Lynch October 1999 - January 2001
Education
Upsala College 1984 — 1986
Mercer County Community College
State Street July 2013 - Present
John Deere May 2012 - June 2013
Jackson National Life June 2010 - May 2012
FedEx October 2009 - May 2010
First Horizon National Corporation, First Tennessee Bank December 2008 - October 2009
Comerica Bank July 2007 - November 2008
Skills
XML, Weblogic
Education
McNeese State University 2006 — 2007
MS, Computer Science
BMO Financial Group September 2015 - Present
State Street September 2008 - June 2015
Ernst & Young October 2007 - September 2008
Deloitte September 2006 - October 2007
AEGON August 1996 - July 2006
Transamerica Life Canada 1996 - 2006
Prudential Insurance 1989 - 1996
Prenor Trust 1988 - 1989
Touche Ross 1985 - 1988
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Enterprise Risk..., IFRS, Risk Management, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Auditing, Corporate Tax, Insurance, US GAAP, Due Diligence, International Tax, Income Tax, Mergers & Acquisitions, Financial Services, Tax Preparation, Big 4, Transfer Pricing
Education
McMaster University 1983 — 1985
MBA, Finance
McMaster University 1979 — 1983
BA, Political Science
FMC Corporation April 2014 - Present
Bristol-Myers Squibb December 2009 - May 2013
State Street July 2007 - December 2008
FMC 1996 - 2002
Skills
Technical Writing, Office Administration, MSOffice, including..., HR Administration, Visio, Microsoft Excel, Adobe Acrobat, Software Documentation, Human Resources, SharePoint, PowerPoint, Microsoft Word, Microsoft Office, Research, Editing, Training, Access, Interviews, Newsletters, Pharmaceutical Industry, Life Sciences, Data Analysis, Teaching
Education
Mercer County Community College
Communications, Human Resources
Reval June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan November 2009 - June 2013
State Street March 2007 - August 2007
National Bank of Canada May 2006 - August 2006
National Bank of Canada September 2005 - December 2005
Skills
Derivatives, Equities, Trading, Fixed Income, Options, Finance, Bonds, Bloomberg, Mutual Funds, Financial Analysis, Investments, Hedge Funds, Securities, Portfolio Management, Financial Modeling, Business Intelligence, Mathematics
Education
The University of Edinburgh 2007 — 2008
Masters of Science, Finance and Investment, 3.7
McGill University 2003 — 2006
Bachelor of Commerce, Finance, Management, 3.4
Commonwealth of Massachusetts January 2015 - Present
Commonwealth of Massachusetts May 2004 - December 2014
Cushing & Dolan, P.C. August 2003 - November 2003
Fidelity Investments March 2000 - June 2003
Putnam Investments September 1999 - March 2000
State Street December 1997 - July 1999
Skills
Policy, Policy Analysis, Government, Public Administration, Public Policy, Politics, Local Government, Political Campaigns, Event Planning, Marketing, Microsoft Excel
Education
Northeastern University 2003 — 2003
Legal Assistant/Paralegal, 3.33
Massasoit Community College
Liberal Arts and Sciences/Liberal Studies
State Street Global Advisors July 2012 - Present
State Street (SSgA) July 2012 - Present
Fidelity February 2011 - June 2012
Tufts-New England Medical Center February 2009 - February 2011
State Street 2001 - 2009
Skills
Administrative..., Calendaring, Travel Arrangements, Spreadsheets, Microsoft Excel, PowerPoint, Data Entry, Access, Lotus Notes, Microsoft Word, Office Management, Microsoft Office, PeopleSoft, Office Administration, Customer Service, Visio, File Management, Research, Event Planning
Education
Massasoit Community College
Associate's degree
State Street November 2014 - Present
State Street October 2011 - October 2014
State Street December 2005 - October 2011
State Street November 1999 - November 2005
State Street 1997 - 1999
State Street 1995 - 1996
State Street 1995 - 1995
State Street 1993 - 1994
Skills
Project Management, Strategic Planning, Business Case, Mutual Funds, Risk Management, Global Custody, Financial Services, Business Analysis, Fund Accounting, Vendor Management, Process Improvement, Internal/External..., Restructuring, Organizational Design, Business Continuity..., Contract Management, Service Level Management, PMO, Asset Management, Project Portfolio...
Education
Memorial University of Newfoundland 1987 — 1992
Bachelor of Commerce (Co op), Finance
York University - Schulich School of Business 2003 — 2003
Masters Certificate in Project Management
Association for Investment Management and Research (AIMR)
Chartered Financial Analyst
CN Investment Division July 2008 - Present
State Street June 1996 - July 2008
Sanwa McCarthy Securities (Newcrest Capital) June 1995 - January 1996
Skills
Capital Markets, Financial Analysis, Back Office, Middle Office, Equity Research, Financial Markets, FX Options, Derivatives, Asset Management
Education
Certificate in Derivatives Market Strategies 2009 — 2011
Finance
Trust Institute Courses 1997 — 1999
McGill University 1996 — 1996
Graduate Certificate, Treasury Management
McGill University 1992 — 1995
Bachelor, Finance and International Business
Quarry Bay School
Quarry Bay School
Quarry Bay School
University of Waterloo September 2015 - Present
MississaugaGives August 2015 - Present
State Street November 2013 - August 2015
South Asian Autism Awareness Centre (SAAAC) 2014 - June 2015
State Street February 2011 - November 2013
Xerox May 2010 - January 2011
State Street May 2008 - August 2009
Skills
Financial Services, Customer Satisfaction, Customer Retention, Community Outreach, Marketing Communications, Social Media Integration, Analysis, Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Financial Analysis, Human Resources, Management, Project Planning, Time Management, Finance, Strategy, Interviews, CRM, Leadership, Team Leadership, Financial Reporting
Education
University of Waterloo 2015 — 2017
Master of Public Service Candidate
HRPA - Human Resources Professionals Association 2014 — 2014
CHRP, successfully passed the NKE - June 2014
Ryerson University 2013 — 2013
The G. Raymond Chang School of Continuing Education, Human Resource Management
McMaster University 2005 — 2010
DeGroote School of Business, Honours Bachelor of Commerce
Sun Microsystems January 2008 - April 2009
Computer Methods International Corp May 2007 - November 2007
State Street April 2006 - April 2007
BMO - Nesbitt Burns May 2005 - November 2005
TD Securities February 2005 - May 2005
Skills
Accounting, Forecasting, Financial Analysis, Finance
Education
McGill University
Bachelor of Commerce, Major Finance
The Australian National University
Finance
Veriday Inc. Business AnalystCancer Care OntarioMay 2010 - August 2010
RBC Royal Bank September 2009 - December 2009
St. Michael's Hospital February 2009 - April 2009
State Street February 2007 - August 2008
Skills
Financial Reporting, Business Analysis, Accounting, Financial Modeling, Financial Analysis, Strategic Financial..., Valuation, Forecasting, Leadership, Business Strategy, Finance, Risk Management, Managerial Finance, Financial Accounting
Education
McMaster University 2008 — 2010
MBA, Management Accounting
University of Guelph 2002 — 2006
Bachelor of Science, Biomedical Sciences
ATCO Group November 2013 - Present
HSBC Bank Canada March 2013 - April 2013
HSBC Bank Canada December 2009 - February 2013
CIBC World Markets May 2008 - August 2008
State Street May 2007 - April 2008
Education
CFA Institute
McMaster University 2004 — 2009
Honours Bachelor of Commerce, Finance
GC Services September 2012 - Present
State Street February 1998 - August 2012
GMR Marketing October 2001 - September 2007
Skills
Project Management, Requirements Management, Team Building, Process Improvement, Business Process..., Software Development..., Benefit Cost Analysis, Industry analysis, Process Analysis, Development and Support, Six Sigma, Cpr Certified, Corporate Finance, Financial & Operational..., Competitive Analysis, Business Process Design, Visio, Business Analysis, Recruiting, SDLC, Account Reconciliation, Business Process..., Financial Services, Risk Management, Vendor Management, Analysis, Management, Microsoft Office
Education
Mehran University of Engineering and Technology Jamshoro 1992 — 1997
Bachelor's degree, Electircal Engineering
University of Sindh 1990 — 1991
Bachelor's degree, Marketing, A
Public high School 1988 — 1990
Pre-Engineering, A
Saint Bonaventures High School 1978 — 1988
Secondary School, Science, A1
Electronic Transaction Clearing Canada, Inc. June 2013 - Present
Pinnacle Correspondent Services (Canaccord Genuity Corp) March 2011 - May 2013
TSX Group June 2010 - February 2011
TMX Group February 2009 - July 2010
Citigroup February 2007 - February 2009
Bank of New York/Mellon Analytical Solutions August 2006 - February 2007
Bank of New York/Mellon (CIBC Mellon) 2002 - 2006
State Street 1997 - 2002
Skills
Relationship Management, Electronic Trading, Financial Services, Strategy, Capital Markets, Trading, Leadership, Investor Relations, Equity Trading, Equities, Mutual Funds, Investments
Education
Canadian Securities Institute 2014 — 2014
Futures Licence Course
Canadian Securities Institute 2014 — 2014
Derivatives Fundamentals and Options Licence Course
Canadian Securities Institute 2014 — 2014
Options Supervisor Course
Canadian Securities Institute 2014 — 2014
Commodities Supervisor Course
Canadian Securities Institute 2013 — 2013
Partners, Directors and Senior Officers Course
Canadian Securities Institute 2013 — 2013
Chief Compliance Officer Qualifying Course
Canadian Securities Institute 2009 — 2009
Trader Training Course
McMaster University 1993 — 1997
Bachelors of Arts, Labour Relations
McMaster University
Bachelors of Arts, Economics
SS&C GlobeOp November 2013 - Present
SS&C GlobeOp July 2011 - Present
SS&C Technologies March 2009 - July 2011
SS&C Technologies November 2008 - March 2009
SS&C Technologies January 2007 - November 2008
State Street November 2005 - January 2007
GE May 2004 - August 2004
Skills
Fund Accounting, Investments, Mutual Funds, Hedge Funds, Finance, Derivatives, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Capital Markets, Asset Management, Financial Analysis, Financial Reporting, Securities, Fund Administration, Financial Services, Financial Modeling, Private Equity, Accounting
Education
McMaster University 2001 — 2005
Honours Bachelor of Commerce, Finance
State Street 2006 - 2014
State Street May 1997 - January 2006
State Street 1994 - 1997
Jarislowsky Fraser 1991 - 1994
Skills
Marketing Management, Development of..., Internal and External..., Marketing Communications, Acquisition Integration, Public Relations, Financial Services, Global Custody, Alternative Investments, Market Research, Strategy, Marketing, Marketing Strategy
Education
Memorial University of Newfoundland 1986 — 1991
Commerce
State Street April 2011 - Present
State Street September 2009 - May 2011
State Street September 2006 - September 2009
State Street June 2003 - September 2006
State Street September 2000 - June 2003
State Street November 1997 - October 2000
Skills
Onboarding, Program Management, SDLC, Project Management, Organizational..., Analysis, Strategy, Budgets
Education
Massasoit Community College
Associate
Stonehill College
Certificate Program, Human Resource Management
State Street Global Markets August 2011 - Present
State Street Global Markets July 2007 - August 2011
State Street January 2000 - July 2007
State Street January 1998 - January 2000
Royal Trust December 1997 - January 1998
Skills
Equities, Fixed Income, Asset Managment, Capital Markets, Relationship Management, Financial Analysis, Asset Management, Financial Risk, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Derivatives, Middle Office, Risk Management, Global Custody, Electronic Trading, Financial Services, Bloomberg, Financial Markets
Education
CFA Institute
CFA Charter
McGill University
Microsoft
Microsoft Certified Systems Engineer
State Street
Education
McGill University
Bachelor, Commerce (Double major: Finance & Management)
RBC Investor Services November 2010 - Present
State Street November 2009 - November 2010
State Street April 2008 - November 2009
Citco Fund Services November 2007 - June 2008
University Technology Service September 2005 - April 2006
Skills
Microsoft Office, Equities, Bloomberg, Financial Analysis, Fixed Income, Hedge Funds, Financial Risk, Collateral Management, Risk Management, Client Relations Skills, Project Management, Valuation, Microsoft Excel
Education
Wilfrid Laurier University 2014 — 2017
Master of Business Administration (MBA)
McMaster University 2002 — 2007
Honours B.A, Economics and Computer Science 2002
State Street August 2011 - Present
Jerico Concrete Cutting Inc August 2009 - August 2011
UPPAbaby 2010 - 2011
Not Just Seafood September 2007 - May 2008
Skills
Data Entry, Time Management, Invoicing, Office Management, QuickBooks
Education
University of Massachusetts Boston 2010 — 2013
Bachelor's of Science, Management - Finance
Massasoit Community College 2008 — 2010
Associate Degree, Accounting
University of Massachusetts Dartmouth
MATA Karate 2011 - Present
Gray, Gray & Gray October 2006 - April 2010
RPB Systems and Services March 2004 - October 2006
State Street February 2002 - June 2003
State Street October 2001 - February 2002
State Street October 2000 - October 2001
State Street August 1999 - October 2000
Skills
Accounting, Financial Reporting, Invoicing, Cash Flow
Education
Massasoit Community College 1992 — 1998
Associates of Science, Business Administration
State Street March 2011 - Present
State Street January 2008 - March 2011
State Street January 2006 - January 2008
State Street 2001 - 2006
Skills
Global Custody, Correspondent Banking, Depository, Business Analysis, Securities Lending, Lean Transformation, Claims Management, Payment Systems, Cash Management, Payments, Financial Services, Process Improvement, Management, Risk Management, Derivatives, Banking
Education
McMaster University 1987 — 1991
BA, History
State Street April 1999 - Present
Hills Dept Stores 1980 - 1999
Skills
Trading Systems, Process Improvement, Relationship Management, Project Management, Program Management, Change Management, Finance, IT Strategy, Disaster Recovery, Financial Reporting, Derivatives, Requirements Analysis, Financial Services
Education
Massasoit Community College
Bell 2015 - Present
Bell April 2013 - Present
McMaster University January 2012 - May 2012
State Street 2008 - 2010
TD Canada Trust February 2007 - June 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Teamwork, Microsoft Excel, Analysis, Financial Statement..., Portfolio Management, PowerPoint, Investments, Valuation, Highly detail oriented, Capital Markets, Banking, Credit, Strategic Financial..., Business Strategy, Mutual Funds, Financial Planning
Education
McMaster University 2010 — 2012
MBA
York University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
State Street September 2014 - Present
State Street August 2012 - August 2014
State Street June 2010 - June 2012
State Street June 2008 - June 2010
Orbita ltd November 1997 - November 2005
SOUTHERN RAILWAY November 1994 - August 1997
Skills
Excel, Word, PowerPoint, Financial Reporting, Outlook, Accounting, Bloomberg, Financial Analysis, General Ledger, Financial Accounting, Accruals, Investments, Corporate Actions, Valuation, Reconciliation, Equities, Fixed Income, Derivatives, Bonds, Balance, Securities, FX, Account Reconciliation, Settlement, Analysis, Trading
Education
McGill University 2013 — 2014
Graduate Certificate in Accounting Practice, Accounting
McGill University 2008 — 2011
Graduate Diploma, Accounting
Cégep de Saint-Laurent 2007 — 2007
AEC, Gestion des finances Informatisée
Kharkiv National University of Economics 1991 — 1997
Bachelor, Industrial Management
McMaster University November 2014 - Present
University of Waterloo June 2012 - November 2014
State Street March 2012 - June 2012
State Street 2009 - February 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Mutual Funds, Bloomberg, Account Reconciliation, Financial Accounting, Risk Management, PowerPoint, Microsoft Office, Financial Modeling, Derivatives, Customer Service, Financial Reporting, Investments, Analysis, Research Accounting
Education
McMaster University 2002 — 2007
Deloitte September 2015 - Present
State Street February 2015 - September 2015
GE Appliances October 2014 - February 2015
Education
McMaster University 2010 — 2014
Honours Bachelor of Commerce, Specialization in Accounting
Turner Fenton Secondary School 2006 — 2010
Ontario Secondary School Diploma
PSP Investments April 2012 - Present
National Bank Financial Group June 2011 - April 2012
National bank financial group April 2002 - June 2011
Montrusco Bolton Investments April 2000 - March 2002
State Street January 1995 - October 1999
Skills
Business Analysis, Derivatives, Investments, Banking, Requirements Analysis, SDLC, Business Requirements, Accounting, Equities, Portfolio Management, Fixed Income, Financial Risk, Back Office, Financial Services, Finance
Education
McGill University 1991 — 1994
BCOM, Accounting and Management Information Systems
State Street September 2014 - Present
State Street July 2013 - September 2014
State Street June 2012 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Team Leadership, Public Speaking, Time Management, Leadership, Photoshop
Education
McIntire School of Commerce 2009 — 2013
Bachelor's degree, Accounting and Finance
University of Virginia 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
State Street August 1999 - Present
Education
McMaster University 1994 — 1998
B.Comm, Finance and Accountant
State Street 2008 - Present
White & Case LLP 2005 - 2008
KPMG 2001 - 2005
Shearman & Sterling LLP 1999 - 2001
Education
New York University
L.L.M., Taxation
University of Toronto
L.L.B.
McGill University
Bachelor of Arts (B.A.), History
Mercer Management Consulting August 2011 - Present
State Street April 2001 - August 2002
State Street April 1997 - March 2001
Skills
Financial Modeling, Management Consulting, Acquisition Integration, Due Diligence, Mergers, Corporate Development, Private Equity, Valuation, Restructuring, Strategy
Education
Massasoit Community College 1990 — 1991
Duxbury High School 1986 — 1990
Bank of America September 2014 - March 2015
TJX November 2007 - August 2014
State Street February 2014 - June 2014
State Street July 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, Social Media, SQL, HTML, Accounting, Windows, Team Leadership
Education
Bridgewater State College 2011 — 2013
Bachelor's degree, Accounting and Finance
Massasoit Community College 2008 — 2010
Associate's degree, Business Administration
Boston Area Rape Crisis Center August 2014 - Present
Community Connections of Brockton December 2013 - Present
Family center community connections Brockton September 2013 - December 2013
State Street July 1986 - September 2010
Skills
Public Speaking, Customer Service, Microsoft Excel, Microsoft Office, Research, Photoshop, Teamwork, Sales, Access, Data Analysis, Data Entry, Microsoft Word, Outlook, PowerPoint, Time Management, English
Education
Massasoit Community College 2011 — 2013
State Street May 2014 - Present
Boston Financial Data Services 1997 - 2013
Skills
Operational Excellence, Spreadsheets, Automation, Banking, Customer Service, Compliance, Data Entry, Keyboards, Machine Learning, Cash Handling Experience, Social Networking, Research, Sports, Troubleshooting, Trivia, Tuition, Hardwork, Pay Close Attention to..., Time & Attendance, Mail Sorting, Mailroom Operations, Front-end, Friendly Personality, Java, General Ledger, Bookkeeping, Operating Systems, Windows, Writing, Warehousing, 10 Key, Typing
Education
University of Massachusetts Boston 1996 — 1999
Bachelor of Arts (BA), Political Science and Government
Massasoit Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
State Street October 1997 - Present
Education
Massasoit Community College 1991 — 1993
State Street August 2008 - Present
State Street June 2006 - August 2008
State Street August 2001 - June 2006
ArcelorMittal Dofasco September 1999 - August 2001
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Strategic Financial..., Accounting, Corporate Finance, Variance Analysis, Valuation, Financial Accounting, Internal Controls, Essbase, Financial Audits, Managerial Finance
Education
McMaster University
Bachelor of Commerce (BCom)
Quirk Auto Dealers August 2013 - Present
US Markerboard December 2007 - July 2013
State Street November 2005 - November 2007
Education
Salem State University 2002 — 2005
Bachelor of Science (B.S.), International Business
Massasoit Community College 1999 — 2002
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies