State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Forrester Research April 2015 - Present
Proliance Consulting June 2014 - Present
Prodigy Resources October 2012 - June 2014
Apex Systems October 2010 - September 2012
Apex Systems June 2010 - October 2010
Greylock Federal Credit Union March 2008 - June 2010
State Street July 2006 - March 2008
Investors Bank & Trust February 2006 - July 2006
Investors Bank & Trust October 2004 - February 2006
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Internet Recruiting, Sales, Account Management, Government Services, CRM, SDLC, Contract Recruitment, Databases, Enterprise Software, Finance, Human Resources, Information Technology, Interviews, Leadership, Management, Negotiation, PeopleSoft, Sourcing, Staffing Services
Education
Merrimack College 1999 — 2003
BA, Psychology
Monument Mountain Reg. High School 1995 — 1999
ACED October 2013 - Present
State Street January 2015 - May 2015
Umkc Institute For Human Dev September 2013 - January 2015
Rockhurst University August 2012 - December 2012
American Heart Association American Stroke Association May 2011 - August 2011
The Texas Association for Home Care & Hospice April 2011 - May 2011
Skills
Strategic Planning, Budgets, Leadership, Teamwork, Public Speaking, Team Leadership, Time Management, Outlook, Finance, Event Planning, Social Media, Financial Reporting, Access, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Metropolitan Community College-Penn Valley 2013 — 2013
Associate of Arts (A.A.), Associate of arts
Del Frisco's Restaurant Group December 2014 - Present
General Linen Service Co., Inc. September 2013 - December 2014
Big A's Kitchen June 2014 - November 2014
General Linen Service Co., Inc. February 2013 - December 2013
UniFirst Corporation March 2009 - March 2012
State Street May 2006 - November 2009
Skills
Marketing, Marketing Strategy, New Business Development, Cold Calling, Financial Analysis, PowerPoint, Lead Generation, Facebook, Market Research, Sales Presentations, CRM, Sales, Management, Sales Operations, Account Management, Sales Management, Direct Sales, Sales Process, Customer Service, Strategy
Education
Merrimack College 2005 — 2008
Bachelors, Marketing
Merrimack College 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
State Street June 2003 - Present
Delaware North Companies September 2005 - Present
State Street January 2001 - June 2003
State Street May 1999 - January 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Event Management
Education
Merrimack College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
State Street August 2014 - Present
T&N September 2012 - July 2014
Buddha By Kenji Fusion August 2011 - May 2012
Winntech September 2010 - February 2011
Skills
Teamwork, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, SPSS, Access
Education
University of Missouri-Kansas City 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.41
Metropolitan Community College-Maple Woods 2008 — 2012
Associate's Degree, Business, Graduate
State Street Global Advisors April 2015 - Present
Team Beachbody Coach February 2014 - Present
State Street July 2014 - April 2015
Associated Home Care February 2014 - July 2014
The McNulty Family September 2007 - July 2014
State Street June 2013 - August 2013
Skills
Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Project Management, Data Entry, Communication, Copy Editing, Proofreading, Database Scrubbing, Data Profiling, Task Management, Filing, Online Research, Team Leadership, Adaptability, Enthusiasm to learn, Highly motivated..., Multi Tasking, Highly Dedicated, Goal Oriented, Bloomberg Terminal, Bloomberg Equity..., Mentoring
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Business Administration, Management, 3.47
North Reading High School 2006 — 2010
High School Diploma
Hanover Public Schools August 2013 - Present
Citco Fund Services August 2006 - August 2013
State Street November 2005 - August 2006
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equities, Securities, Derivatives, Investments, Financial Analysis, Account Reconciliation, Financial Reporting
Education
Merrimack College 1994 — 2000
Bachelor's degree, Psychology
Marshfield Highschool 1994 — 1998
State Street June 2015 - Present
Walmart October 2011 - May 2015
Birdsell Assoc May 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Hard worker, martial arts, Tutoring, People person, Mathematics, Time Management, Access, Excel, Microsoft Word, Financial Analysis, Marketing, Market Research, Investments, Customer Service, Business Analysis, Entrepreneurship, Remaining calm in a..., Inventory Management, Sales, Project Management, Strategic Planning, Research, Teamwork, Leadership, Management, Social Media, Microsoft Office
Education
UMKC 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneur
Metropolitan Community College-Maple Woods 2008 — 2011
Associates in Arts, General courses
epay, a Euronet Worldwide Company May 2015 - Present
Coca-Cola Company February 2014 - Present
Kontrolled Substance Clothing Co. December 2011 - Present
Pay Desk Associate September 2013 - February 2014
Hallmark Cards January 2011 - July 2013
State Street September 2010 - February 2011
Community Blood Center February 2010 - August 2010
Asurion December 2006 - January 2010
Skills
Retail, Merchandising, Product Development, Sales, Customer Service, Marketing, Leadership, Inventory Management, Marketing Strategy, Sales Operations, Pricing, Inventory Control, Cross-functional Team..., Forecasting, Brand Management, Account Management, Competitive Analysis, Management, Market Planning, Product Marketing, Advertising, Customer Retention, Team Leadership, E-commerce, B2B, Consumer Products, FMCG, Customer Insight, Sales Management, Key Account Management, Shopper Marketing, Insurance, Communication, Marketing Communications, Purchasing, Supply Chain, Event Planning, Event Management, Online Advertising, Online Marketing
Education
Park University 2013 — 2015
Bachelor's degree, Marketing
Metropolitan Community College-Maple Woods 2006 — 2012
Associate of Arts (A.A.), General Studies
The Russell Realty Group August 2013 - Present
Deluxe Corporation November 2009 - July 2013
Deluxe Corporation November 2007 - July 2013
State Street October 2006 - September 2007
All Season Lawn Care March 1999 - October 2006
Skills
Microsoft Excel, Cost Accounting, Resolving Issues, Highly detail oriented, Organization, Time Management, Marketing, Financial Analysis, Finance, Analytics, Direct Marketing, Analysis, Business Process..., Business Operations, Leadership, Pricing, Financial Modeling, Customer Service, Email Marketing, Management, Marketing Strategy, Microsoft Office, Process Improvement, Sales, Strategic Planning, Team Building
Education
Merrimack College 2002 — 2006
Bachelor of Science (BS), Finance, General
MEDITECH 2012 - Present
Merrimack College - Office of Admissions January 2012 - May 2012
Merrimack College Career Services September 2009 - May 2012
State Street 2011 - 2011
State Street June 2010 - August 2010
Skills
Photoshop, InDesign, Dreamweaver, Premiere, Microsoft Publisher, Word, PowerPoint, Branding & Identity, Layout, Logo Design, Social Media
Education
Merrimack College 2008 — 2012
Digital Design
Putnam Investments March 2014 - Present
State Street December 2012 - February 2014
State Street June 2011 - December 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Bloomberg, Microsoft Word, Microsoft Excel, Financial Analysis, Analysis, Access, Financial Reporting, Outlook
Education
Merrimack College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
State Street October 2014 - Present
State Street November 2012 - December 2014
State Street 2008 - 2011
Skills
Accounting, Asset Management, Bloomberg, Corporate Actions, Customer Service, Entitlements, Equities, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Public Speaking, Risk Management, Securities, Strategy, Training
Education
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
Merrill Lynch July 2015 - Present
State Street October 2013 - May 2015
In The Pink Stores, Inc. June 2013 - September 2013
In The Pink Stores, Inc. January 2013 - May 2013
Boston Bakes for Breast Cancer January 2013 - May 2013
Target Dealer Services, Inc. November 2011 - January 2012
Skills
Time Management, Operation Efficiencies, Advertising, Customer Satisfaction, Microsoft Applications, Marketing Research, Microsoft Excel, SPSS, Retail, Organization, QuickBooks, Retail Banking, Account Management, Marketing Strategy, Problem Solving, Mercury, PowerPoint, Teamwork, Microsoft Word, Microsoft Office
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Goldman Sachs August 2015 - Present
Avant Garde Marketing Solutions 2012 - Present
State Street December 2014 - August 2015
State Street January 2013 - December 2014
Skills
Microsoft Office, Mutual Funds, Financial Analysis, Microsoft Excel, Investments, Marketing Strategy, Nonprofits, Research, Data Analysis, Sales, Access, Leadership, Market Research, PowerPoint, Public Speaking, Teamwork
Education
Merrimack College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Bus
Trinity College, Dublin 2011 — 2011
Economics
Security First Mortgage Funding September 2012 - Present
Creative Partners April 2006 - August 2012
State Street 1995 - 1999
Skills
Personal Attention, Close Attention to..., Creative Financial..., Custom Financing, High Availability, Excellent Service, Loans, SaaS, Interactive Marketing, Creative Strategy, Lead Generation, Advertising, Email Marketing, Marketing Strategy, Integrated Marketing, Direct Marketing, Marketing Communications, Digital Media, Creative Direction, Marketing, Mortgage Lending, Social Media Marketing, Investment Properties, B2B, Finance
Education
Miami University 1975 — 1979
Bachelor of Philosophy (Interdisciplinary Studies), Business, Management, Marketing, and Related Support Services
State Street March 2010 - Present
State Street September 2007 - February 2010
State Street March 2005 - August 2007
State Street March 2004 - February 2005
Reebok International and Worldwide Headquarters January 2004 - February 2004
Hallmark Cards November 2003 - January 2004
Merrimack Valley YMCA October 2000 - May 2001
Sweet and Rose Attornet's at Law June 1997 - January 2001
Skills
Financial Services, Process Improvement, Financial Risk, Securities, Business Analysis, Equities, Investments, Risk Management, Settlement, Leadership, Banking, Asset Managment, Fund Administration, Customer Service, Asset Management
Education
Merrimack College 1999 — 2003
Bachelor's of Science, Psychology, minor Spanish and Business
TIAA-CREF February 2015 - Present
Merrill Edge August 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Mangement May 2004 - August 2013
State Street December 1999 - May 2004
Eastern Bank July 1996 - December 1999
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Wealth, High Net Worth..., Banking, Retirement, Series 7, Securities, Financial Services, Customer Service, Financial Analysis, Income Tax, Series 63, Series 65, Insurance, Portfolio Management
Education
Merrimack College 2008 — 2010
Certificate, Financial Planning
University of Phoenix 2002 — 2009
Bachelor of Science and Business Management, Business
Cannon Financial 2007 — 2008
Certificaite, Trust School
Ropes & Gray LLP October 2014 - Present
Deloitte Tax LLP June 2013 - April 2014
Suffolk University Law Review April 2013 - April 2014
Suffolk University Law School September 2013 - December 2013
Moakley Law Library, Suffolk University Law School June 2012 - April 2013
Massachusetts Trial Court June 2012 - August 2012
U.S. Immigration and Customs Enforcement (ICE) June 2012 - August 2012
State Street November 2010 - July 2011
State Street October 2009 - November 2010
State Street July 2008 - October 2009
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.), Summa Cum Laude
Miami University 2004 — 2008
Bachelor's Degree, Business Economics
IES Barcelona 2007 — 2007
Economics of the EU, International Business, Business Spanish
State Street January 2015 - Present
State Street October 2013 - January 2015
State Street September 2011 - October 2013
State Street January 2007 - September 2011
Skills
Business Development, Mutual Funds, Financial Services, Asset Management, Risk Management, Portfolio Management, Banking, Bloomberg, Fixed Income, Securities
Education
Merrimack College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
PanAgora Asset Management May 2014 - Present
State Street June 2004 - May 2014
Education
Merrimack College 2000 — 2004
Bachelor of Business Administration, Finance
Spredfast June 2015 - Present
Main Street Hub August 2014 - January 2015
State Street May 2011 - August 2014
Villaris Martial Arts September 2004 - August 2014
Putnam Investments December 2009 - February 2011
ScrubaDub Auto Wash Centers, Inc June 2005 - December 2009
Skills
Mutual Funds, Customer Service, Microsoft Office, Equities, Bloomberg, Management, Fund Accounting, Financial Reporting, Access, Microsoft Excel, Sales, Gainsight, Salesforce.com, Social Media, Investments, Fixed Income, Finance, Bloomberg Terminal, Corporate Actions, Alternative Investments, Leadership, PowerPoint, Social Media Marketing, Marketing
Education
Merrimack College 2007 — 2011
Bachelor's degree, Finance, General
Algonquin Regional High School
The Raphael Hotel July 2015 - August 2015
H&R Block November 2014 - April 2015
Ascensus November 2014 - January 2015
Whelan Security July 2014 - October 2014
FedEx Ground May 2014 - July 2014
Advent Financial Services February 2014 - March 2014
State Street September 2001 - June 2013
DST Systems August 1994 - September 2001
Skills
Proficient in Microsoft..., Securities, Excel, Customer Relations, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Invoicing, Accounts Receivable, Sales, Public Relations, Team Leadership, Budgets, Marketing, Event Planning
Education
Metropolitan Community College-Penn Valley 2015 — 2017
Medical Coding Certification, Health Information Management, 4.0
University of Missouri-Kansas City 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administrationan/Marketing
Orchard Brands April 2014 - Present
WinterSilks, a division of Orchard Brands February 2014 - September 2014
Orchard Brands September 2012 - April 2014
Prospectiv August 2008 - August 2012
State Street July 2007 - August 2008
State Street August 2006 - July 2007
Skills
Variance Analysis, Financial Reporting, Fund Accounting, Pivot Tables, Excel, Word, PowerPoint, Bloomberg, Financial Statement..., Quickbooks, Vlookup, Hlookups, Goal Seek, Cognos, Infinium, Microsoft Excel, Accounting, Finance, Financial Analysis, Analysis, Budgets
Education
Merrimack College 2002 — 2006
Bachelor of Science in Business Adminstration, Finance, General
Pope John XXIII High School
Alpha Innovation, Inc December 2014 - Present
Cabot Wealth Management December 2000 - December 2014
John Hancock December 1993 - December 2000
Putnam Investments September 1992 - December 1993
State Street December 1989 - September 1992
Skills
Portfolio Management, Equity Research, Asset Managment, Equities, Investment Management, Investment Research, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Financial Analysis, Trading
Education
University of Bradford
MBA, Business
Suffolk University 1998 — 2000
MS Economics
Merrimack College 1984 — 1988
BS, Business
State Street December 2014 - Present
Plymouth Rock Assurance April 2014 - December 2014
Pegasystems October 2011 - April 2014
Robert Half Technology February 2011 - September 2011
Synergy Employment, Inc., Newton, MA May 2009 - February 2011
Robert Half Technology April 2007 - November 2008
Signature Consultants August 2006 - March 2007
Aquent September 2004 - August 2006
All Star Staffing January 2003 - May 2004
IONA Technologies July 2001 - March 2002
Skills
Strategic Recruitment, Consultative Selling, Listening Skills, Staff Augmentation, Creative Strategy, Innovative Problem..., Web 2.0, Career Counseling, Career Consultant, Career Coach, Senior IT Recruiter, Recruiting Manager, Mentor, Corporate IT Recruiter, Corporate Sales..., Managing Director, Account Executive, Account Manager, IBM, Microsoft, Wang Laboratories, Pegasystems, Recruiting, Account Management, Employee Relations, Selling, Applicant Tracking..., Information Technology, Performance Management, Contract Recruitment, Talent Acquisition, Internet Recruiting, College Recruiting, Sourcing, Benefits Negotiation, Technical Recruiting, Mentoring, Temporary Placement, Search, Networking, Management, Onboarding, Human Resources, Screening Resumes, HRIS, Personnel Management, Workforce Planning, SDLC, Employee Engagement, Professional Services
Education
Merrimack College
BS, Business Management
Newton South High School
Morgan Borszcz Consulting April 2013 - Present
State Street July 2012 - March 2013
State Street August 2011 - July 2012
Smith, Griesmeyer & Moses, LLC August 2009 - December 2010
Dayton Public Radio June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Visio, IBM Rational System..., Business Process, Strategic Planning, Enterprise Architecture, Critical Thinking, Requirements Gathering, Requirements Analysis, Business Process..., Business Analysis, Problem Solving, Financial Reporting, Financial Analysis, Google Docs, Microsoft Office
Education
Miami University
Bachelor's degree, Mathematics
State Street June 2015 - Present
State Street April 2014 - Present
State Street December 2011 - April 2014
State Street August 2006 - December 2011
State Street June 2002 - August 2006
State Street June 1998 - June 2002
State Street September 1996 - June 1998
The Boston Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Management Consulting, Strategy, CRM, Fund Accounting, Investments, Securities, Program Management, Portfolio Management
Education
University of Colorado Boulder 1989 — 1992
Bachelors, International Business
Merrimack College 1988 — 1989
International Business
Brown Brothers Harriman January 2015 - Present
State Street May 2014 - January 2015
Towne Park Systems December 2013 - May 2014
Curbside Hospitality March 2012 - December 2013
Skills
Leadership, Operating Budgets, Account Management, Customer Satisfaction, Office Administration
Education
Merrimack College 2004 — 2011
Bachelor's degree, Business Administration and Management, General
State Street June 2015 - Present
State Street December 2012 - June 2015
State Street December 2010 - December 2012
State Street January 2010 - November 2010
State Street November 2008 - December 2009
State Street August 2007 - October 2008
State Street September 2004 - July 2007
State Street August 2000 - August 2004
State Street June 1999 - July 2000
Andover Bank 1996 - 1999
Skills
Project Management, Microsoft Excel, Client Relations Skills, Problem Solving
Education
Suffolk University - Sawyer School of Management 2004 — 2007
Master of Business Administration (MBA), Strategic Management
Merrimack College 1995 — 1999
Bachelor of Science (BS), Business Administration
State Street April 2013 - Present
State Street May 2012 - Present
State Street September 2011 - December 2011
Education
University of Missouri-Kansas City 2009 — 2012
Business Administration, Finance
Metropolitan Community College-Blue River 2007 — 2009
Associate of Arts (A.A.)
State Street August 2010 - Present
State Street Corp July 2008 - August 2010
State Street April 2007 - July 2008
State Street July 2005 - April 2007
State Street January 2005 - July 2005
Skills
Collateral Management, Mutual Funds, Bloomberg, Fixed Income, Global Custody, Equities, Securities, Fund Administration, Financial Services, Account Reconciliation, Change Management, Portfolio Management, Investments, Alternative Investments, Asset Management, Derivatives
Education
Merrimack College 2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Andover High School 1996 — 2000
H.S. Diploma
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
The Computer Merchant July 2012 - Present
State Street 2006 - 2010
State Street 1999 - 2006
State Street 1998 - 1999
State Street 1994 - 1998
Bank of Boston 1991 - 1994
Bank of Boston 1987 - 1991
Bank of Boston 1986 - 1987
Bank of Boston 1984 - 1986
Bank of New England 1982 - 1984
Skills
IT Strategy
Education
Merrimack College 1971 — 1975
BA, Biology
Gilead Sciences November 2013 - Present
Quintiles June 2007 - November 2013
Seraph Marketing Group July 2002 - June 2007
Heritage Philharmonic 2003 - 2007
Aquila 1997 - 2002
NAIC September 1996 - October 1997
State Street August 1992 - December 1995
YRC August 1986 - August 1992
Skills
Cross-functional Team..., Project Management, Market Research, CDISC, Oracle Clinical, Clinical Trials, Clinical Data Management, CRO, GCP, EDC, Data Management, Oncology, Inform, ICH-GCP, CTMS, CRF design, Medidata, Clinical Development
Education
Metropolitan Community College-Penn Valley 2005 — 2007
Radiologic technology (prerequisites), Health Services/Allied Health/Health Sciences, General
University of Rhode Island 1982 — 1983
MBA, Marketing
University of Missouri-Columbia 1970 — 1973
BJ, Broadcast
State Street July 2013 - Present
La Quinta Inn & Suites February 2012 - July 2013
Walmart July 2010 - February 2012
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Teamwork, Analysis, Outlook
Education
University of Missouri-Kansas City 2013 — 2015
Bachelors of Science, Accounting
Metropolitan Community College-Maple Woods 2010 — 2013
State Street August 2015 - Present
EMD Serono, Inc. June 2015 - August 2015
EMD Serono, Inc. December 2014 - January 2015
Collins Landscaping May 2014 - October 2014
Garnet Contruction May 2010 - September 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Teamwork, Research, Social Media, Public Speaking, Time Management, Communication, Facebook, Leadership, Data Entry, SAP, English, Inventory Management, Telephone Skills, Strategic Planning, Construction, Social Networking, Management, Data Analysis, Outlook, Team Leadership, Model N
Education
Merrimack College 2011 — 2015
Bachelor's degree, Business Management
Mansfield High School 2007 — 2011
State Street July 2015 - Present
Blue Springs Little League Baseball April 2011 - Present
Back Yard Burgers February 2008 - Present
State Street August 2013 - July 2015
Target December 2012 - August 2013
Skills
Outlook, Food Service, Inventory Management, Food Safety, Restaurants, Food & Beverage, Restaurant Management, Cashiering, Hospitality, Food, PowerPoint, Microsoft Office
Education
University of Missouri-Kansas City 2010 — 2013
Bachelor of Business Administration (B.B.A.)
Metropolitan Community College-Blue River 2008 — 2010
Associate of Arts (AA)
State Street September 2014 - Present
State Street December 2013 - September 2014
State Street March 2012 - December 2013
State Street November 2010 - March 2012
State Street September 1992 - July 2003
Skills
Equities, Securities, Strategic Planning, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investments
Education
Merrimack College 1988 — 1992
Bachelor of Science (B.S.), Accounting and Finance
State Street October 2014 - Present
State Street November 2013 - October 2014
Indeed.com December 2012 - June 2013
University of New Haven September 2011 - December 2012
Octagon February 2011 - April 2011
Arnold Worldwide January 2010 - May 2010
Merrimack College January 2010 - May 2010
Skills
Facebook, Microsoft Excel, Browsers, Mac OS, PowerPoint, SEO, Microsoft Office, Social Media, Outlook, Photoshop, Written & Oral..., Sales Management, Sales, Cold Calling, Recruitment Advertising, Social Media Marketing, Communication, Presentations, Prospect Research, Friendly Personality
Education
Merrimack College 2006 — 2010
Bachelor of Science, Business Administration with a concentration in Marketing
Richmond, The American International University in London 2009 — 2009
MC Lamagna & Co. June 2013 - Present
Soho House Group February 2014 - November 2014
Burch Creative Capital June 2011 - November 2012
J. Christopher Capital December 2010 - January 2011
State Street June 2010 - August 2010
UBS Wealth Management November 2009 - April 2010
Education
Merrimack College 2009 — 2011
Finance
Quincy Public Schools January 2015 - Present
Arlington Public Schools December 2014 - Present
loanDepot December 2012 - March 2014
24 Hour Fitness October 2012 - December 2012
Town Sports International (BSC) February 2011 - July 2012
Jon Kerble Landscaping July 2008 - February 2011
State Street February 2007 - July 2008
Fidelity Investments May 2006 - October 2006
Skills
Team Leadership, Articulate Presenter, Creative Problem Solving, Customer Relations, Customer Service, Employee Relations, Negotiation, Optimization, Strategic Planning, Teaching, Training, Marketing, Lead Generation, Sales, Finance, Mortgage Lending
Education
Merrimack College 2001 — 2005
BS, Finance
ABILITY Network June 2015 - Present
State Street November 2014 - June 2015
Beacon Hill Staffing Group October 2011 - November 2014
WSG May 2006 - October 2011
Hollister Staffing May 2002 - May 2006
Education
Merrimack College
Bachelor's degree, Accounting and Business/Management
State Street Global Advisors November 2013 - Present
State Street Global Advisors June 2013 - November 2013
BofA Global Capital Management September 2010 - May 2013
AARP Financial July 2008 - September 2010
State Street 2007 - 2008
IBT 1998 - 2007
KPMG Audit 1996 - 1998
Skills
Compliance, Series 6, Mutual Funds, Series 63, Series 65, Financial Reporting, Regulatory Reporting
Education
Merrimack College 1991 — 1995
BS in Business Administration, Accounting
Austin Prep 1987 — 1991
Barefoot Books July 2013 - Present
JP Morgan Chase 2009 - 2012
State Street 2005 - 2008
Skills
Finance, QuickBooks, Organizational Culture, Account Reconciliation, Accounts Payable, Performance Metrics, Cash Flow, Social Media Marketing, Hosting Events, Songwriting, Photography, Djembe, Guitar Playing, Financial Reporting
Education
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), International Business, 3.54
Georgetown High School 1995 — 1999
State Street February 2015 - Present
State Street January 2013 - February 2015
State Street October 2010 - January 2013
State Street June 2008 - February 2011
State Street July 2007 - May 2008
Beacon Power Corporation May 2006 - March 2007
Skills
Access, Portfolio Management, Finance, Accounts Payable, Microsoft Excel, Outlook, Mutual Funds, General Ledger, Internal Controls, Financial Statements, Microsoft Office, Microsoft Word
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration, Finance, General
Arlington Catholic High School 1999 — 2003
Self-employed August 2010 - Present
State Street March 2000 - January 2015
Skills
Home Remodeling, Home Repairs, Lawn Care, Handyman Services, Management, Bathroom Remodeling, Kitchen Remodeling, Home Renovation, Business Development, Customer Service, Sales
Education
Metropolitan Community College-Maple Woods
Cerner Corporation May 2013 - Present
State Street August 2012 - May 2013
State Street January 2012 - May 2012
Favorite Healthcare Staffing 2011 - 2012
Won By One To Jamaica May 2011 - August 2011
Nu Shine Auto-Wash September 2008 - May 2011
Covenant Church May 2009 - September 2010
Skills
Financial Accounting, Accounting, Problem Solving, Customer Service, Team Leadership, Team Management, Project Management, Operations Management, Windows, Financial Analysis, Finance, Economics, Strategic Financial..., Budgets, Management, Process Improvement
Education
University of Central Missouri 2011 — 2013
Bachelor of Science, Business Administration; Finance, 3.0
Metropolitan Community College 2008 — 2010
Associates of Arts, Business Administration and Management, General
State Street June 2015 - Present
McKenna Homes May 2014 - August 2014
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Management, PowerPoint, Sales, Time Management, Teamwork, Financial Analysis, Financial Services, Analysis, Data Analysis, Bloomberg Terminal, Bloomberg
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Hartford Investment Management October 2014 - Present
State Street Corporation April 2012 - September 2014
State Street 2010 - 2012
J.P. Morgan 2008 - 2008
Investors Bank & Trust 2006 - 2008
Skills
Forecasting, Business Planning, Securities Lending, Operations Management, US GAAP, Mutual Funds, Bloomberg, Financial Services, Fund Accounting, Securities, Survey Research, Cash Flow, Sarbanes-Oxley Act, Statutory Accounting, Customer Service
Education
Merrimack College 2000 — 2004
Bachelor of Science (BS), Finance, General
Treeline, Inc. November 2004 - Present
Watson Pharmaceuticals January 2004 - November 2004
State Street February 2000 - January 2004
Skills
Executive Search, B2B, Sales, Networking, Human Resources, Sales Recruitment, Direct Sales, Inside Sales, Outside Sales, Headhunting, Medical Sales, Software Sales, Direct Sourcing, Recruitment/Retention, Recruiting, Sourcing, Business Development, Software Industry, New Business Development, Start-ups, Management, Cold Calling, Leadership, Sales Management, Enterprise Software, Account Management, Strategic Partnerships, Technical Recruiting, Talent Management, Training, Lead Generation, Sales Process, Contract Negotiation, Sales Operations, Forecasting, Solution Selling, CRM, Building Relationships, Salesforce.com, Marketing, Team Building, Coaching, Talent Acquisition, Strategic Planning, Selling, Sales Presentations, Interviews, Temporary Placement, Hiring, Customer Satisfaction
Education
Merrimack College 1996 — 2000
BA, Business Management
Tewksbury Memorial High School 1992 — 1996
State Street May 2011 - Present
State Street May 2004 - May 2011
State Street May 2001 - May 2004
Putnam Investments 1999 - 2001
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Master of Business Administration (MBA), Finance
Merrimack College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Management
JPMorgan July 2006 - Present
Morgan Keegan 2006 - 2006
Advest, Inc. 2002 - 2006
State Street 1999 - 2002
Moors and Cabot Inc 1994 - 1999
Skills
Capital Markets, Fixed Income, Institutional Sales, Investments, Sales
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
North Hills High School 1986 — 1990
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Investors Bank & Trust June 1999 - May 2001
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Securities, Financial Services, Investments, CRM
Education
Worcester State College 1995 — 1999
Bachelor of Science (BS), Business Administration, Accounting/Finance, Magna Cum Laude
Merrimack College 1994 — 1995
Psychology and Business Administration
Trinity Partners June 2014 - Present
Trinity Partners April 2011 - Present
iCorps Technologies July 2010 - April 2011
Charles River Apparel September 2009 - December 2010
Charles River Apparel March 2009 - September 2009
Charles River Apparel August 2007 - February 2009
State Street June 2006 - August 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Desktop Application..., Windows, Active Directory, Exchange 2010/2007/2003, VMware, Windows Security, Server 2000-2008, Blackberry Enterprise..., Android, iPhone Support, Mobile Device Management, Servers, Microsoft Exchange
Education
Merrimack College
Bachelor of Arts, English
Commonwealth of Massachusetts July 2014 - Present
State Street April 2014 - June 2014
State Street May 2011 - March 2014
State Street August 2009 - May 2011
State Street Bank and Trust July 2006 - August 2009
Skills
Finance, Bloomberg, Fixed Income, Financial Reporting, Account Reconciliation, Microsoft Word, Global Custody, Accounting, Microsoft Excel, Management, Managerial Experience, Business Relations, Performance Analysis, Security Audits, Client Liaison, Money Market, Project Management, Cognos, Portfolio Management, Strategy
Education
Merrimack College
Bachelor of Arts, Sociology, Psychology Minor
State Street Corporation January 2009 - Present
State Street Corporation January 2008 - December 2008
State Street Corporation 2003 - 2007
State Street Global Advisors January 1996 - December 2002
State Street January 1992 - December 1995
Skills
Six Sigma Green Belt..., Process Improvement, Accounting, Financial Analysis, Change Management, Visio, Problem Solving, Supervisory Skills, Analysis, Financial Reporting, Team Leadership, Mentoring, Training, Vendor Management, Business Intelligence, Project Management, Cash Management, Software Documentation, Corporate Finance, Accounts Payable, Banking, Risk Management, Access, Finance, Financial Services, Financial Modeling, Business Analysis, Business Process..., Portfolio Management
Education
Merrimack College 1984 — 1988
Bachelor of Science, Business Management / MInor in Organizational Psychology
Philips Health Systems March 2015 - Present
Philips March 2014 - March 2015
Philips December 2011 - March 2014
Philips December 2010 - December 2011
Boston Medical Center July 2007 - December 2010
Novogradac & Company LLP November 2006 - July 2007
State Street August 2005 - October 2006
Skills
Financial Reporting, Accounting, General Ledger, US GAAP, Variance Analysis, Process Improvement, Forecasting, Account Reconciliation, Management, Microsoft Excel, Financial Analysis, Internal Controls, PowerPoint, Microsoft Word, Finance, Outlook
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Merrimack College 2001 — 2005
BS, Accounting
Isagenix October 2012 - Present
W.A. Wilde Company September 2008 - October 2010
WA Wilde Company June 2006 - September 2008
Exgenex, Inc July 2005 - May 2006
State Street September 2003 - July 2005
Education
Merrimack College 1999 — 2003
bachelor of science in business administration
Sharon High School 1996 — 1999
JAT Associates Sr. Database ConsultantFidelity Investments2014 - 2015
State Street June 2000 - October 2012
Skills
SDLC
Education
Merrimack College
Fidelity Investments 2006 - Present
State Street 2003 - 2006
JPMorgan Chase 1995 - 2003
PwC 1990 - 1995
Skills
Financial Reporting, Mutual Funds, Auditing, US GAAP, Investments, Fund Administration, Securities
Education
Merrimack College 1986 — 1990
Bachelor of Science (BS), Accounting
State Street Human Resources Business PartnerState Street Bank & Trust2003 - Present
Education
Merrimack College 1999 — 2003
Vestmark August 2014 - Present
Cabot Wealth Management November 2009 - August 2014
BTS Asset Management April 2009 - November 2009
State Street April 2008 - February 2009
WNA December 2007 - April 2008
Putnam Investments July 2004 - November 2007
Putnam Investments September 2002 - July 2004
Putnam Investments January 2000 - August 2002
Putnam Investments May 1999 - December 1999
Skills
Equities, Portfolio Management, Accounting, Financial Services, Finance, Mutual Funds, Competitive Analysis, Investments, Asset Management, Strategy, Financial Analysis, Management, Alternative Investments, Asset Allocation, Trading, Bloomberg, Microsoft Excel, Microsoft Office, Customer Service
Education
Merrimack College 1998 — 2002
Bachelor of Science in Business Administration, Marketing
State Street July 2008 - Present
Education
Miami University 2004 — 2008
BS, Business Economics, Spanish
Advent Software August 2012 - Present
Advent Software February 2009 - August 2012
Advent Software September 2008 - February 2009
JPMorgan Chase & Co. September 2006 - August 2008
JPMorgan Chase & Co. June 2005 - September 2006
State Street June 2003 - May 2005
Skills
Requirements Analysis, SaaS, Software Project..., Cloud Computing, Business Analysis, Product Management, Business Intelligence, Agile Methodologies, Salesforce.com, SQL, Enterprise Software, Financial Services, CRM, Equities, Securities, Finance, Fixed Income, Portfolio Management, Management, Mutual Funds, Strategy, Hedge Funds
Education
Merrimack College 1998 — 2002
Bachelor's Degree, Business Managment
State Street December 1985 - Present
State Street December 1985 - February 2009
Skills
Equities, CRM, Operations Management, Bloomberg, Mutual Funds, Business Analysis, Fixed Income, Fund Accounting, Financial Services, Microsoft Office, Analysis, Securities, Project Management, SDLC, Visio, Derivatives, Process Improvement, Financial Analysis, Risk Management
Education
Merrimack College 1981 — 1985
BS, Business Administration
State Street February 1998 - Present
Lotus Development March 1995 - January 1998
IBM 1996 - 1998
Education
Merrimack College 1968 — 1972
BA, Economics
Lapiz / Leo Burnett December 2014 - Present
Ogilvy & Mather February 2013 - December 2014
Groupon November 2011 - February 2013
Groupon March 2011 - November 2011
Leo Burnett June 2010 - March 2011
Riverside Transport March 2010 - May 2010
WONGDOODY June 2009 - September 2009
State Street June 2008 - August 2008
Leo Burnett June 2007 - August 2007
Skills
Social Media, Digital Strategy, Advertising, Social Media Marketing, Digital Marketing, Online Advertising, Marketing Strategy, Email Marketing, Customer Insight, Marketing, Facebook, SEM, Marketing Research, Salesforce.com, AC Nielsen, Microsoft Excel, Creative Strategy, Creative Direction
Education
Miami University 2005 — 2009
Bachelor's degree, English Literature and Spanish
University of Virginia Hispanic Studies Program 2008 — 2008
Spanish, Spanish Language and Spanish Business
Income Research + Management 2008 - Present
State Street 2006 - 2008
Education
Merrimack College 2002 — 2006
B.S., Finance
RBC Global Asset Management (U.S.) Inc. June 2013 - Present
Eaton Vance January 2013 - May 2013
Eaton Vance September 2010 - December 2012
Eaton Vance January 2009 - August 2010
State Street March 2008 - January 2009
Skills
Series 7, Mutual Funds, Series 6, Series 63, Investments, Series 66, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Securities, Chartered Financial..., Sales, Asset Management
Education
Merrimack College 2003 — 2007
BA, Communication Studies; Political Science
Merrimack College 2003 — 2007
Bachelor of Liberal Arts, Communication Studies
Newton-Wellesley Hospital August 2015 - Present
State Street 2009 - 2013
State Street 2005 - 2009
Gould Farm 2006 - 2007
Beacon of Hope House 2004 - 2005
Skills
Nursing, Healthcare, Legal Research
Education
MGH Institute of Health Professions 2014 — 2015
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Fordham University
Bachelor of Arts (BA), Philosophy and Sociology
State Street August 2013 - Present
Skills
Bloomberg, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP
Education
Merrimack College
BS, Accounting
State Street September 2011 - Present
Coldwell Banker Residential Brokerage August 2010 - Present
Skills
Outlook, Microsoft Excel, Real Estate, Public Speaking, Selling, Management, PowerPoint, Sales, Financial Analysis, Investments, Leadership, Marketing, Customer Service, Contract Negotiation, Market Research
Education
Merrimack College 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Xaverian Brothers High School 2001 — 2005
State Street July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Education
Suffolk University - Sawyer Business School 2008 — 2010
MBA, Accounting
Merrimack College 2001 — 2005
Bachelor of Science, Economics, International Business
BNY Mellon August 2013 - Present
State Street 1995 - 2010
Skills
Mutual Funds, Fixed Income, Securities, Financial Services, Fund Accounting, Fund Administration, Bloomberg, Equities, Corporate Actions, Derivatives, Hedge Funds, Back Office, Fund Of Funds, Portfolio Management, Asset Management
Education
Merrimack College 1990 — 1995
Bachelor's degree, Accounting
Northland Investment Corporation January 2013 - Present
Sawyer Realty Holdings LLC September 2005 - October 2012
State Street July 2003 - September 2005
Skills
General Ledger, Asset Management, Financial Reporting, Reconciliation, Cash, Cash Flow, Accounting, Property Management, Financial Analysis, Financial Statements, Cash Management, Variance Analysis, Accruals, Bank Reconciliation, Journal Entries, Balance, Fixed Assets, Expenses, Account Reconciliation, Auditing, Treasury Management
Education
Meredith College 2001 — 2003
BS, Accounting
Wake Technical Community College 1998 — 2001
Liberty Mutual January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust August 2006 - July 2007
Skills
Microsoft Office, User Acceptance Testing, Quality Center, Test Planning, Regression Testing, Software Quality..., QTP, Quality Assurance, Business Requirements, Waterfall, System Testing, Business Analysis, Requirements Gathering, Test Cases, Insurance, Test Management
Education
Suffolk University 2008 — 2010
Master of Business Administration (MBA), Accounting
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), International Business
Vicor May 2010 - December 2010
State Street May 2008 - July 2009
Camp Christopher, St. John's Prep. School June 2005 - August 2007
Education
Merrimack College 2006 — 2011
Bachelor of Science, Electrical Engineering
Cerner Corporation June 2012 - Present
State Street May 2011 - May 2012
Best Buy October 2008 - May 2012
Skills
Account Reconciliation, Accounting, Financial Statements, Microsoft Excel
Education
Rockhurst University 2010 — 2012
BSBA, Accounting
Metropolitan Community College-Maple Woods 2008 — 2010
Associates In Arts, Associates in Arts
CVS Health February 2015 - Present
State Street July 2007 - November 2014
Investor's Bank & Trust October 1999 - July 2007
Skills
Financial Analysis, Banking
Education
Methodist College 1996 — 1998
Bachelor of Science (B.S.), Accounting and Business/Management, Magna Cum Laude
University of Maryland College Park 1991 — 1992
Economics of Underdeveloped Countries
State Street September 2012 - Present
American Personnel Staffing Co June 2012 - July 2012
Revere City Hall Treasury Dept May 2011 - June 2012
Revere City Hall Community Development Dept May 2011 - August 2011
Marshalls June 2010 - May 2011
Omega Mortgage Corp January 2006 - July 2007
Skills
PowerPoint, Excel, Word, Outlook, Access, Microsoft Office, Photoshop, Telephone Skills, Facebook, Final Cut Pro, Writing, Scheduling, Retail, Editing, Creative Writing, Problem Solving
Education
Merrimack College 2008 — 2012
Bachelor, Business Management & Administration, Women & Gender Studies
Merrimack College 2008 — 2012
Bachelor of Science, Business Administration; Management
Revere High School 2004 — 2008
State Street May 2012 - Present
State Street June 2011 - May 2012
State Street November 2007 - June 2011
Oakwood Worldwide February 2005 - November 2007
Skills
PeopleSoft, Talent Management, Succession Planning, Personnel Management, Performance Management, Organizational..., Onboarding, Human Resources, Employee Relations, Employee Engagement, Employee Benefits
Education
Merrimack College 1999 — 2003
State Street March 2010 - Present
State Street March 2008 - March 2010
State Street July 2006 - March 2008
State Street June 2004 - July 2006
State Street January 2003 - June 2004
State Street November 2001 - January 2003
State Street May 2001 - November 2001
Putnam Investments June 2000 - May 2001
Skills
Investment Compliance, Investment Advisor..., Investment Management, Compliance, Regulatory Filings, Accounting, Sales Presentations, Sales Process
Education
Merrimack College
Bachelor's degree, Accounting
Self-employed October 2011 - Present
State Street September 2003 - September 2007
Vinwood Caterers October 2001 - July 2003
Skills
Marketing, Marketing Communications, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Email Marketing, Advertising, Public Relations, Marketing Strategy, Corporate Communications, Direct Marketing
Education
Merrimack College 1997 — 2003
Bachelor's degree, Communication, General
SURDEX CORPORATION May 2014 - Present
North Kansas City Hospital September 2008 - March 2014
State Street September 2013 - December 2013
Education
University of Illinois Springfield 2014 — 2016
Bachelor’s Degree, Business Administration and Management, General
Metropolitan Community College-Penn Valley 2011 — 2014
Associate’s Degree, Business Administration and Management, General