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
Employee
Years
Job
Industry
Kevin Plummer Kevin Plummer's State Street Experience June 2010 - February 2011
Job Distribution Supervisor at Hiland Dairy
Industry Dairy
Experience
Hiland Dairy February 2011 - Present
State Street June 2010 - February 2011
Skills
Customer Service, Inventory Management, Microsoft Excel, Negotiation, Microsoft Office, Process Improvement, Purchasing, Team Building, Management, Microsoft Word, Outlook, Retail, Strategic Planning, Budgets
Education
Missouri Western State University 2003 — 2006
Bachelor of Science (BS), Economics
Savannah High School 1992 — 1996
Hiland Dairy February 2011 - Present
State Street June 2010 - February 2011
Skills
Customer Service, Inventory Management, Microsoft Excel, Negotiation, Microsoft Office, Process Improvement, Purchasing, Team Building, Management, Microsoft Word, Outlook, Retail, Strategic Planning, Budgets
Education
Missouri Western State University 2003 — 2006
Bachelor of Science (BS), Economics
Savannah High School 1992 — 1996
Wanessa Alvares Wanessa Alvares's State Street Experience June 2012 - September 2014
Job Portuguese Interpreter at Embracing Culture
Industry Hospital & Health Care
Experience
Embracing Culture September 2014 - Present
State Street June 2012 - September 2014
Jeanne D' Arc Credit Union February 2005 - May 2012
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Consumer Lending, Financial Risk, Process Improvement, Customer Service, FX trading, Microsoft Office, Private Equity, Finance
Education
UMass Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Middlesex Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Embracing Culture September 2014 - Present
State Street June 2012 - September 2014
Jeanne D' Arc Credit Union February 2005 - May 2012
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Consumer Lending, Financial Risk, Process Improvement, Customer Service, FX trading, Microsoft Office, Private Equity, Finance
Education
UMass Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Middlesex Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
LaTricia Adkins LaTricia Adkins's State Street Experience 2011 - 2012
Job Owner/ Operator at Rocky Mountain Chocolate Factory
Industry Retail
Experience
Rocky Mountain Chocolate Factory June 2013 - Present
Cryovac 2012 - 2013
State Street 2011 - 2012
UMB Bank March 2008 - August 2011
Bank of the West October 2007 - March 2008
Bank of the West February 2006 - October 2007
Skills
Leadership, Management, Analysis, Strategy, Banking, Budgets, Customer Service, Project Management, Accounts Payable, Logistics, Credit, Loans, Cash Flow
Education
Missouri Western State University 2006 — 2011
B.S, Business Administration; Management
Rocky Mountain Chocolate Factory June 2013 - Present
Cryovac 2012 - 2013
State Street 2011 - 2012
UMB Bank March 2008 - August 2011
Bank of the West October 2007 - March 2008
Bank of the West February 2006 - October 2007
Skills
Leadership, Management, Analysis, Strategy, Banking, Budgets, Customer Service, Project Management, Accounts Payable, Logistics, Credit, Loans, Cash Flow
Education
Missouri Western State University 2006 — 2011
B.S, Business Administration; Management
Donald Lovett, MBA Donald Lovett, MBA's State Street Experience August 2012 - July 2014
Job Auditor at Defense Contract Audit Agency
Industry Financial Services
Experience
Defense Contract Audit Agency July 2014 - Present
State Street August 2012 - July 2014
Holiday Inn and Suites October 2011 - August 2012
Candlewood Suites October 2007 - January 2009
Skills
Bloomberg Terminal, Auditing, Financial Analysis, Business Analysis, Financial Reporting, EDGAR filings, Microsoft Word, Microsoft Excel, Microsoft Office, Opera, Encore, Windows, 10 Key, Financial Accounting, Corporate Finance, Real Estate, Fundsuite SX, ComFiler, Multi-currency..., Finance, Management, Time Management, Customer Satisfaction, MCH, eHorizon, MyStateStreet, Accounting, Financial Statements, Customer Service, Internal Controls, Investments, Mutual Funds, GAAP
Education
Missouri State University 2007 — 2012
Master of Business Administration (M.B.A.), Finance, General
Missouri State University 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Defense Contract Audit Agency July 2014 - Present
State Street August 2012 - July 2014
Holiday Inn and Suites October 2011 - August 2012
Candlewood Suites October 2007 - January 2009
Skills
Bloomberg Terminal, Auditing, Financial Analysis, Business Analysis, Financial Reporting, EDGAR filings, Microsoft Word, Microsoft Excel, Microsoft Office, Opera, Encore, Windows, 10 Key, Financial Accounting, Corporate Finance, Real Estate, Fundsuite SX, ComFiler, Multi-currency..., Finance, Management, Time Management, Customer Satisfaction, MCH, eHorizon, MyStateStreet, Accounting, Financial Statements, Customer Service, Internal Controls, Investments, Mutual Funds, GAAP
Education
Missouri State University 2007 — 2012
Master of Business Administration (M.B.A.), Finance, General
Missouri State University 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Curtis Cornell Curtis Cornell's State Street Experience June 2001 - February 2013
Job IT Business Analyst
Industry Information Technology and Services
Experience
Commerce Bank June 2013 - Present
State Street June 2001 - February 2013
State Street June 1998 - June 2001
State Street June 1996 - June 1998
State Street December 1994 - June 1996
Charter Marking Group February 1994 - February 1995
US Navy July 1985 - July 1989
Skills
vb.net, .net Developer, VB6, SQL, Project Management, Business Analysis, Microsoft SQL Server, HTML, Crystal Reports, Disaster Recovery, Visual Basic, Visual Studio, SDLC, Microsoft Visual Studio, Oracle, SQLite, Access Database, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Impromptu, Customer Service
Education
Missouri State University 1989 — 1993
Bachelor of Science (BS), Majored in Accounting with a Minor in Computer Science
Park University
Computer and Information Sciences, General
Commerce Bank June 2013 - Present
State Street June 2001 - February 2013
State Street June 1998 - June 2001
State Street June 1996 - June 1998
State Street December 1994 - June 1996
Charter Marking Group February 1994 - February 1995
US Navy July 1985 - July 1989
Skills
vb.net, .net Developer, VB6, SQL, Project Management, Business Analysis, Microsoft SQL Server, HTML, Crystal Reports, Disaster Recovery, Visual Basic, Visual Studio, SDLC, Microsoft Visual Studio, Oracle, SQLite, Access Database, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Impromptu, Customer Service
Education
Missouri State University 1989 — 1993
Bachelor of Science (BS), Majored in Accounting with a Minor in Computer Science
Park University
Computer and Information Sciences, General
Jenessa Henderson's State Street Experience May 2008 - June 2009
Job Operations Officer: Electronic Funds Transfer Risk & Compliance
Industry Financial Services
Experience
Citi September 2009 - December 2010
State Street May 2008 - June 2009
State Street June 2006 - April 2008
Nodaway Valley Bank April 2005 - June 2006
Skills
Auditing, Loan Servicing, Fund Accounting, ETFs, Leadership, Financial Services, Trading, Portfolio Management, Fixed Income, Credit, Financial Reporting, Research, Financial Risk, Investment Management, Management, Bloomberg
Education
University Of Phoenix 2007 — 2009
Master's, Business Administration
Missouri Western State University 2001 — 2006
Bachelor's, Communications: Public Relations
Citi September 2009 - December 2010
State Street May 2008 - June 2009
State Street June 2006 - April 2008
Nodaway Valley Bank April 2005 - June 2006
Skills
Auditing, Loan Servicing, Fund Accounting, ETFs, Leadership, Financial Services, Trading, Portfolio Management, Fixed Income, Credit, Financial Reporting, Research, Financial Risk, Investment Management, Management, Bloomberg
Education
University Of Phoenix 2007 — 2009
Master's, Business Administration
Missouri Western State University 2001 — 2006
Bachelor's, Communications: Public Relations
Brian Jaynes Brian Jaynes's State Street Experience March 2015 - Present
Job Client Services at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
U.S. Bank September 2012 - March 2015
U.S. Bank November 2011 - March 2015
Skills
Customer Service, Sales, Negotiation, New Business Development, Microsoft Office, Microsoft Excel, Mortgage Banking, Mortgage Lending, NMLS Licensed, Notary Public, Lotus Notes, Small Business, Compliance, Loans, Organization, Office Administration, Research, Microsoft Word
Education
Missouri Western State University 2003 — 2009
Bachelor of Science (BS), Business Administration and Management, General
State Street March 2015 - Present
U.S. Bank September 2012 - March 2015
U.S. Bank November 2011 - March 2015
Skills
Customer Service, Sales, Negotiation, New Business Development, Microsoft Office, Microsoft Excel, Mortgage Banking, Mortgage Lending, NMLS Licensed, Notary Public, Lotus Notes, Small Business, Compliance, Loans, Organization, Office Administration, Research, Microsoft Word
Education
Missouri Western State University 2003 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Colby Coppage's State Street Experience June 2006 - March 2011
Job Financial Services Compliance
Industry Financial Services
Experience
Nuveen Investments May 2012 - July 2014
State Street June 2006 - March 2011
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2003 - December 2004
Fidelity Investments October 2002 - October 2003
Fidelity Investments May 2001 - October 2002
Fidelity Investments February 2000 - May 2001
Bowne July 1997 - February 2000
Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management
Education
Mississippi State University 1992 — 1996
Bachelors of Business Administration, Marketing
Nuveen Investments May 2012 - July 2014
State Street June 2006 - March 2011
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2003 - December 2004
Fidelity Investments October 2002 - October 2003
Fidelity Investments May 2001 - October 2002
Fidelity Investments February 2000 - May 2001
Bowne July 1997 - February 2000
Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management
Education
Mississippi State University 1992 — 1996
Bachelors of Business Administration, Marketing
Tony Twyman Tony Twyman's State Street Experience 2010 - May 2013
Job Philanthropic Specialist
Industry Philanthropy
Experience
U.S. Trust May 2013 - Present
State Street 2010 - May 2013
State Street 2010 - 2010
State Street 2000 - 2010
Skills
Mutual Funds, Investments, Accounting, Fund Accounting, Bloomberg, Fixed Income, Equities, Fund Administration, Financial Analysis, Hedge Funds, Derivatives, Securities, Corporate Actions, Financial Modeling, Asset Managment, Valuation, Alternative Investments, Portfolio Management, Financial Services, Relationship Management, Client Service..., Management
Education
Southwest Missouri State University 1996 — 2000
Bachelor of Science (BS), Finance, General
U.S. Trust May 2013 - Present
State Street 2010 - May 2013
State Street 2010 - 2010
State Street 2000 - 2010
Skills
Mutual Funds, Investments, Accounting, Fund Accounting, Bloomberg, Fixed Income, Equities, Fund Administration, Financial Analysis, Hedge Funds, Derivatives, Securities, Corporate Actions, Financial Modeling, Asset Managment, Valuation, Alternative Investments, Portfolio Management, Financial Services, Relationship Management, Client Service..., Management
Education
Southwest Missouri State University 1996 — 2000
Bachelor of Science (BS), Finance, General
Alexander Potter Alexander Potter's State Street Experience June 2014 - August 2014
Job Student at Middlebury College
Industry Environmental Services
Experience
Charles River Associates June 2015 - August 2015
State Street June 2014 - August 2014
Gentle Giant Moving Co. May 2013 - August 2013
Eastern Mountain Sports August 2012 - December 2012
CA Technologies July 2012 - December 2012
Land's Sake Farm July 2011 - August 2011
Skills
Tree Planting, Ecology, Sustainability, CRM, Research, Proposal Writing, Leadership, Volunteer Management, Public Speaking, Editing
Education
Middlebury College 2013 — 2017
Environmental Economics, Chinese
Belmont Hill School 2009 — 2012
Alumnus
High Mountain Institute 2010 — 2010
Charles River Associates June 2015 - August 2015
State Street June 2014 - August 2014
Gentle Giant Moving Co. May 2013 - August 2013
Eastern Mountain Sports August 2012 - December 2012
CA Technologies July 2012 - December 2012
Land's Sake Farm July 2011 - August 2011
Skills
Tree Planting, Ecology, Sustainability, CRM, Research, Proposal Writing, Leadership, Volunteer Management, Public Speaking, Editing
Education
Middlebury College 2013 — 2017
Environmental Economics, Chinese
Belmont Hill School 2009 — 2012
Alumnus
High Mountain Institute 2010 — 2010
Jonathan Hausman Jonathan Hausman's State Street Experience August 2011 - November 2014
Job Business Line Systems Analyst III
Industry Financial Services
Experience
Commerce Bank November 2014 - Present
Hausman's Creations November 2014 - Present
State Street August 2011 - November 2014
State Street February 2009 - August 2011
Skills
Bloomberg, Fund Accounting, Equities, Derivatives, Microsoft Excel, Fixed Income, Investments, Financial Reporting, Process Improvement, Accounting, Mutual Funds, Securities, Financial Analysis, Fund Administration, Bloomberg Terminal, Finance, Analysis, Global Custody, Corporate Actions, Securities Lending, Access, Auditing, Swaps, Excel, PowerPoint, Word, Microsoft Office, Visual Basic, SQL, Microsoft Access..., Project Management, Outlook, Automation, MBA, Account Reconciliation, VBA, Business Analysis, Business Process..., Objective-C, iOS development
Education
Rockhurst University 2010 — 2012
MBA
Missouri Western State University 2005 — 2009
Business, Finance
Commerce Bank November 2014 - Present
Hausman's Creations November 2014 - Present
State Street August 2011 - November 2014
State Street February 2009 - August 2011
Skills
Bloomberg, Fund Accounting, Equities, Derivatives, Microsoft Excel, Fixed Income, Investments, Financial Reporting, Process Improvement, Accounting, Mutual Funds, Securities, Financial Analysis, Fund Administration, Bloomberg Terminal, Finance, Analysis, Global Custody, Corporate Actions, Securities Lending, Access, Auditing, Swaps, Excel, PowerPoint, Word, Microsoft Office, Visual Basic, SQL, Microsoft Access..., Project Management, Outlook, Automation, MBA, Account Reconciliation, VBA, Business Analysis, Business Process..., Objective-C, iOS development
Education
Rockhurst University 2010 — 2012
MBA
Missouri Western State University 2005 — 2009
Business, Finance
Ron Temple II Ron Temple II's State Street Experience April 2009 - June 2014
Job Controller at Spencer Reed Group, LLC
Industry Accounting
Experience
WireCo WorldGroup May 2015 - Present
Spencer Reed Group, LLC June 2014 - April 2015
State Street April 2009 - June 2014
Target January 2006 - April 2007
Applebees International 2007 - 2007
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Microsoft Excel, General Ledger, Internal Controls, Financial Statements, US GAAP, Accounts Payable
Education
Missouri State University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Park University 2005 — 2007
Bachelor of Science (BS), Accounting and Business/Management
WireCo WorldGroup May 2015 - Present
Spencer Reed Group, LLC June 2014 - April 2015
State Street April 2009 - June 2014
Target January 2006 - April 2007
Applebees International 2007 - 2007
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Microsoft Excel, General Ledger, Internal Controls, Financial Statements, US GAAP, Accounts Payable
Education
Missouri State University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Park University 2005 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Lance Luther, ARM CRIS Lance Luther, ARM CRIS's State Street Experience March 2009 - January 2011
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies August 2013 - Present
Lockton Companies January 2011 - August 2013
State Street March 2009 - January 2011
Skills
Risk Management, Financial Risk, Underwriting, Property & Casualty..., Insurance, Workers Compensation, Casualty, Commercial Insurance, Claims Management, Auditing, Liability, Professional Liability, Reinsurance, Legal Liability, Casualty Insurance
Education
Missouri State University 2007 — 2008
Bachelor of Science, Finance
Lockton Companies August 2013 - Present
Lockton Companies January 2011 - August 2013
State Street March 2009 - January 2011
Skills
Risk Management, Financial Risk, Underwriting, Property & Casualty..., Insurance, Workers Compensation, Casualty, Commercial Insurance, Claims Management, Auditing, Liability, Professional Liability, Reinsurance, Legal Liability, Casualty Insurance
Education
Missouri State University 2007 — 2008
Bachelor of Science, Finance
Chelsie Aldridge Chelsie Aldridge's State Street Experience March 2011 - Present
Job Tax Administrator, Supervisor
Industry Accounting
Experience
State Street March 2011 - Present
Skills
Microsoft Excel, Hedge Funds, Private Equity, Tax, Auditing, Finance, Tax Accounting
Education
University of Missouri-Kansas City 2011 — 2015
Master of Business Administration (MBA), Finance, Management
Missouri State University 2008 — 2010
Accounting, Accounting, Management
Ozarks Technical Community College 2007 — 2008
40-Hour Transfer Block, General
State Street March 2011 - Present
Skills
Microsoft Excel, Hedge Funds, Private Equity, Tax, Auditing, Finance, Tax Accounting
Education
University of Missouri-Kansas City 2011 — 2015
Master of Business Administration (MBA), Finance, Management
Missouri State University 2008 — 2010
Accounting, Accounting, Management
Ozarks Technical Community College 2007 — 2008
40-Hour Transfer Block, General
Jaclyn Colter Jaclyn Colter's State Street Experience Office ManagerJamis, LLCApril 2004 - October 2005
Job Account Manager at State Street
Industry Financial Services
Experience
State Street Office ManagerJamis, LLCApril 2004 - October 2005
Meek's Building Centers 2003 - 2004
Missouri State University September 2000 - April 2003
Skills
Financial Analysis, Fund Accounting, Accounting, Relationship Management, Financial Reporting, Securities, Account Reconciliation, Microsoft Office, Banking, PowerPoint, Financial Statements, General Ledger, Financial Accounting, Bloomberg, Pivot Tables, Mutual Funds, Financial Services, Microsoft Excel, Finance, Financial Modeling, Equities, Asset Management, Fixed Income
Education
Missouri State University 2000 — 2004
B.S., Marketing
State Street Office ManagerJamis, LLCApril 2004 - October 2005
Meek's Building Centers 2003 - 2004
Missouri State University September 2000 - April 2003
Skills
Financial Analysis, Fund Accounting, Accounting, Relationship Management, Financial Reporting, Securities, Account Reconciliation, Microsoft Office, Banking, PowerPoint, Financial Statements, General Ledger, Financial Accounting, Bloomberg, Pivot Tables, Mutual Funds, Financial Services, Microsoft Excel, Finance, Financial Modeling, Equities, Asset Management, Fixed Income
Education
Missouri State University 2000 — 2004
B.S., Marketing
Ben Wiggins Ben Wiggins's State Street Experience June 2012 - August 2012
Job Business Analyst at BTS
Industry Management Consulting
Experience
BTS July 2015 - Present
Synapse July 2014 - June 2015
Disney ABC Television Group June 2013 - August 2013
State Street June 2012 - August 2012
UBS June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, Data Analysis, Facebook, Editing, Market Research
Education
Middlebury College 2010 — 2014
Bachelor’s Degree, Political Science, Economics
Noble and Greenough School 2007 — 2010
BTS July 2015 - Present
Synapse July 2014 - June 2015
Disney ABC Television Group June 2013 - August 2013
State Street June 2012 - August 2012
UBS June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, Data Analysis, Facebook, Editing, Market Research
Education
Middlebury College 2010 — 2014
Bachelor’s Degree, Political Science, Economics
Noble and Greenough School 2007 — 2010
Lori Setser Lori Setser's State Street Experience July 2003 - September 2003
Job Securities Processing Officer at National Advisors Trust
Industry Financial Services
Experience
National Advisors Trust October 2003 - Present
State Street July 2003 - September 2003
Jones & Babson, Inc September 1997 - June 2003
UMB Bank December 1989 - August 1997
Skills
Equities, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Account Reconciliation, Management, Investment Advisory
Education
Maple Woods Community College
Missouri Western State University
National Advisors Trust October 2003 - Present
State Street July 2003 - September 2003
Jones & Babson, Inc September 1997 - June 2003
UMB Bank December 1989 - August 1997
Skills
Equities, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Account Reconciliation, Management, Investment Advisory
Education
Maple Woods Community College
Missouri Western State University
Alexander (Alex) Reno Alexander (Alex) Reno's State Street Experience October 2013 - Present
Job Fund Accountant at State Street
Industry Accounting
Experience
State Street October 2013 - Present
Magnum Machine Works June 2012 - October 2013
North Kansas City Hospital February 2012 - May 2012
North Kansas City Hospital June 2011 - August 2011
Cameron Accounting February 2011 - April 2011
Skills
Accounting, Invoicing, Accounts Receivable, QuickBooks, Microsoft Excel, Microsoft Office 2007, Microsoft Office 2010, McKesson, Claims Administrator, Lawson, Drake, Image Now, Spreadsheets, Journal Entries, Auditing, Microsoft Word, Payroll, Analysis, PowerPoint
Education
Missouri Western State University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Cameron High School 2004 — 2008
High School Diploma
State Street October 2013 - Present
Magnum Machine Works June 2012 - October 2013
North Kansas City Hospital February 2012 - May 2012
North Kansas City Hospital June 2011 - August 2011
Cameron Accounting February 2011 - April 2011
Skills
Accounting, Invoicing, Accounts Receivable, QuickBooks, Microsoft Excel, Microsoft Office 2007, Microsoft Office 2010, McKesson, Claims Administrator, Lawson, Drake, Image Now, Spreadsheets, Journal Entries, Auditing, Microsoft Word, Payroll, Analysis, PowerPoint
Education
Missouri Western State University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Cameron High School 2004 — 2008
High School Diploma
Andrew Vorce Andrew Vorce's State Street Experience June 2013 - November 2013
Job League Director HappyFeet Kansas City
Industry Sports
Experience
HappyFeet Kansas City September 2014 - Present
Kansas City Legends June 2013 - Present
Yanks Abroad January 2009 - Present
Super Clubs Tournaments December 2013 - September 2014
State Street June 2013 - November 2013
HappyFeet Legends - Springfield, MO January 2012 - May 2013
Best Buy November 2010 - May 2013
Springfield Demize August 2009 - May 2012
Total Demize SC March 2008 - May 2012
National Soccer Coaches Association of America October 2010 - June 2011
Skills
Leadership, Sports, Social Media, Research, Journalism, Customer Satisfaction, Customer Service, Sales, Event Planning, Blogging, Direct Sales, Soccer, Coaching, Event Management, Microsoft Office, Facebook, Sports Coaching, Press Releases, Strength Training, Team Building, Team Leadership, Social Media Marketing, Training, Public Speaking, Athletics, Social Networking, Time Management, Microsoft Word, Media Relations, Sports Management, Microsoft Excel, Sports Marketing, Football, Scouting, Club
Education
Missouri State University
HappyFeet Kansas City September 2014 - Present
Kansas City Legends June 2013 - Present
Yanks Abroad January 2009 - Present
Super Clubs Tournaments December 2013 - September 2014
State Street June 2013 - November 2013
HappyFeet Legends - Springfield, MO January 2012 - May 2013
Best Buy November 2010 - May 2013
Springfield Demize August 2009 - May 2012
Total Demize SC March 2008 - May 2012
National Soccer Coaches Association of America October 2010 - June 2011
Skills
Leadership, Sports, Social Media, Research, Journalism, Customer Satisfaction, Customer Service, Sales, Event Planning, Blogging, Direct Sales, Soccer, Coaching, Event Management, Microsoft Office, Facebook, Sports Coaching, Press Releases, Strength Training, Team Building, Team Leadership, Social Media Marketing, Training, Public Speaking, Athletics, Social Networking, Time Management, Microsoft Word, Media Relations, Sports Management, Microsoft Excel, Sports Marketing, Football, Scouting, Club
Education
Missouri State University
Joseph J. Pesce's State Street Experience June 2014 - August 2014
Job ETF Sales at SSgA
Industry Financial Services
Experience
SPDR Exchange Traded Funds (ETFs) July 2015 - Present
StartupGrid October 2014 - February 2015
State Street June 2014 - August 2014
RBC Wealth Management July 2013 - August 2013
Omaha Steaks July 2011 - August 2011
Skills
Stata, Econometrics, Economics, Research, Statistics, Qualitative Research, Data Analysis, Quantitative Research, Quantitative Analytics, Financial Modeling, Analysis, Microsoft Excel
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, Junior
MiddCORE (Entrepreneur and Experiential-Learning Leadership Program) 2013 — 2013
SPDR Exchange Traded Funds (ETFs) July 2015 - Present
StartupGrid October 2014 - February 2015
State Street June 2014 - August 2014
RBC Wealth Management July 2013 - August 2013
Omaha Steaks July 2011 - August 2011
Skills
Stata, Econometrics, Economics, Research, Statistics, Qualitative Research, Data Analysis, Quantitative Research, Quantitative Analytics, Financial Modeling, Analysis, Microsoft Excel
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, Junior
MiddCORE (Entrepreneur and Experiential-Learning Leadership Program) 2013 — 2013
Arthur Feehan Arthur Feehan's State Street Experience 2014 - 2015
Job Product, Program Delivery, and Controls Expertise
Industry Financial Services
Experience
State Street 2014 - 2015
J.P. Morgan 2013 - 2014
J.P. Morgan January 2009 - 2013
J.P. Morgan January 2004 - January 2009
J.P. Morgan August 2000 - December 2003
The Gillette Company April 1994 - August 2000
Digital Equipment 1990 - 1994
Skills
Leadership, Integrity, Adaptability, Creative Problem Solving, Talent Developer, Product Management, P&L Management, Strategic Planning, Product Road Mapping, Business Case, Program Management, Product Design, Internet, Mobile Applications, Agile & Waterfall..., Ecommerce, Cash Management, Electronic Payments, Recruiting, Team Leadership, E-commerce, Product Development, Business Development, Payments, Mergers & Acquisitions, Market Data, Financial Services, Collateral Management, Trading Systems, Business Analysis, SDLC, Risk Management, Management
Education
J.P. Morgan
Executive Leadership Training
SWIFT
SWFT Messaging
Association for Financial Professionals
Cash Management
Michigan State University
Bachelor of Science (B.S.)
State Street 2014 - 2015
J.P. Morgan 2013 - 2014
J.P. Morgan January 2009 - 2013
J.P. Morgan January 2004 - January 2009
J.P. Morgan August 2000 - December 2003
The Gillette Company April 1994 - August 2000
Digital Equipment 1990 - 1994
Skills
Leadership, Integrity, Adaptability, Creative Problem Solving, Talent Developer, Product Management, P&L Management, Strategic Planning, Product Road Mapping, Business Case, Program Management, Product Design, Internet, Mobile Applications, Agile & Waterfall..., Ecommerce, Cash Management, Electronic Payments, Recruiting, Team Leadership, E-commerce, Product Development, Business Development, Payments, Mergers & Acquisitions, Market Data, Financial Services, Collateral Management, Trading Systems, Business Analysis, SDLC, Risk Management, Management
Education
J.P. Morgan
Executive Leadership Training
SWIFT
SWFT Messaging
Association for Financial Professionals
Cash Management
Michigan State University
Bachelor of Science (B.S.)
Stephanie Gill's State Street Experience March 2015 - June 2015
Job Assistant Controller at McCusker Gill Inc.
Industry Financial Services
Experience
McCusker Gill Inc. June 2015 - Present
State Street March 2015 - June 2015
State Street Bank July 2013 - February 2015
State Street July 2012 - July 2013
Atlantic Management June 2011 - September 2011
McCusker-Gill Inc. June 2010 - September 2010
Elite 180 Lacrosse Camp July 2010 - August 2010
Competitive Edge Physical Therapy March 2008 - June 2008
Skills
Investments, Market Analysis, Asset Management, Microsoft Excel, Capital Markets, Economics, Corporate Finance, PowerPoint, Real Estate Development, Analysis, Leadership, Financial Modeling, Relationship Management, Foreign Exchange
Education
Middlebury College 2008 — 2012
Bachelor's degree, English and American Literarure, Psychology
Danish Institute for Study Abroad 2010 — 2010
Psychology
Noble and Greenough School 2006 — 2008
McCusker Gill Inc. June 2015 - Present
State Street March 2015 - June 2015
State Street Bank July 2013 - February 2015
State Street July 2012 - July 2013
Atlantic Management June 2011 - September 2011
McCusker-Gill Inc. June 2010 - September 2010
Elite 180 Lacrosse Camp July 2010 - August 2010
Competitive Edge Physical Therapy March 2008 - June 2008
Skills
Investments, Market Analysis, Asset Management, Microsoft Excel, Capital Markets, Economics, Corporate Finance, PowerPoint, Real Estate Development, Analysis, Leadership, Financial Modeling, Relationship Management, Foreign Exchange
Education
Middlebury College 2008 — 2012
Bachelor's degree, English and American Literarure, Psychology
Danish Institute for Study Abroad 2010 — 2010
Psychology
Noble and Greenough School 2006 — 2008
Frank Sherwood Frank Sherwood's State Street Experience February 2001 - March 2005
Job Retired Software Engineer
Industry Computer Software
Experience
Retired, doing volunteer work. July 2014 - Present
Totier Creek Software August 2013 - Present
Excelimmune, Inc. March 2010 - August 2013
The Oratorio Society of Virginia 2009 - 2013
Totier Creek Software May 2010 - March 2011
Coral Networks, Inc. August 2009 - May 2010
nextSource September 2007 - March 2008
State Street February 2001 - March 2005
Investment Technology, Inc. November 1998 - February 2001
LTX Corporation 1983 - 1992
Skills
Java, SQL, C++, Software Development, Architecture, Perl, XML, Databases, Web Applications, Software Design, Database Design, Operating Systems, Embedded Software, Software Engineering
Education
University of Arizona 1976 — 1979
PhD, Engineering Mechanics
Michigan State University 1967 — 1976
Master of Science (M.S.), Engineering Mechanics
Retired, doing volunteer work. July 2014 - Present
Totier Creek Software August 2013 - Present
Excelimmune, Inc. March 2010 - August 2013
The Oratorio Society of Virginia 2009 - 2013
Totier Creek Software May 2010 - March 2011
Coral Networks, Inc. August 2009 - May 2010
nextSource September 2007 - March 2008
State Street February 2001 - March 2005
Investment Technology, Inc. November 1998 - February 2001
LTX Corporation 1983 - 1992
Skills
Java, SQL, C++, Software Development, Architecture, Perl, XML, Databases, Web Applications, Software Design, Database Design, Operating Systems, Embedded Software, Software Engineering
Education
University of Arizona 1976 — 1979
PhD, Engineering Mechanics
Michigan State University 1967 — 1976
Master of Science (M.S.), Engineering Mechanics
Kris Hutchcraft Kris Hutchcraft's State Street Experience May 2010 - July 2013
Job Risk and Compliance
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City December 2014 - Present
State Street Bank July 2013 - December 2014
State Street May 2010 - July 2013
State Street November 2007 - May 2010
State Street Bank September 2006 - November 2007
State Street September 2005 - September 2006
Skills
Mutual Funds, Bloomberg, Securities, Banking, Investments, Loans, Credit, Portfolio Management, Risk Management, Management, Accounting, Financial Analysis, Fixed Income, Financial Services, Equities, Finance
Education
Webster University 2009 — 2012
Master of Business Administration (MBA)
Missouri State University 1998 — 2003
Bachelor of Science, Finance
Federal Reserve Bank of Kansas City December 2014 - Present
State Street Bank July 2013 - December 2014
State Street May 2010 - July 2013
State Street November 2007 - May 2010
State Street Bank September 2006 - November 2007
State Street September 2005 - September 2006
Skills
Mutual Funds, Bloomberg, Securities, Banking, Investments, Loans, Credit, Portfolio Management, Risk Management, Management, Accounting, Financial Analysis, Fixed Income, Financial Services, Equities, Finance
Education
Webster University 2009 — 2012
Master of Business Administration (MBA)
Missouri State University 1998 — 2003
Bachelor of Science, Finance
Eddie DeArias Eddie DeArias's State Street Experience June 2013 - August 2013
Job Assistant Portfolio Analyst at Hartford Investment Management Co. (HIMCO)
Industry Financial Services
Experience
Hartford Investment Management Co. (HIMCO) July 2015 - Present
Hartford Investment Management May 2014 - August 2014
State Street June 2013 - August 2013
Skills
Stata, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (BA), Economics (Major), Mathematics (Minor)
Hartford Investment Management Co. (HIMCO) July 2015 - Present
Hartford Investment Management May 2014 - August 2014
State Street June 2013 - August 2013
Skills
Stata, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (BA), Economics (Major), Mathematics (Minor)
Yuanming Huang Yuanming Huang's State Street Experience May 2012 - August 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY August 2014 - Present
State Street May 2012 - August 2012
Air Liquide July 2011 - September 2011
Skills
SWIFT messages, Microsoft Office
Education
University of California, Davis 2012 — 2013
Master's degree, Accounting
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
EY August 2014 - Present
State Street May 2012 - August 2012
Air Liquide July 2011 - September 2011
Skills
SWIFT messages, Microsoft Office
Education
University of California, Davis 2012 — 2013
Master's degree, Accounting
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Kevin Rekowski Kevin Rekowski's State Street Experience May 2009 - November 2010
Job Supervisor at RTS Financial
Industry Financial Services
Experience
RTS Financial February 2014 - Present
RTS Financial August 2012 - January 2014
RTS Financial November 2010 - August 2012
State Street May 2009 - November 2010
State Street June 2007 - May 2009
Skills
Banking, Financial Analysis, Mutual Funds, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Finance, Sales, Accounting, Credit, Account Management, Portfolio Management, Risk Management, Process Improvement
Education
Missouri State University 2003 — 2007
BS, Economics
RTS Financial February 2014 - Present
RTS Financial August 2012 - January 2014
RTS Financial November 2010 - August 2012
State Street May 2009 - November 2010
State Street June 2007 - May 2009
Skills
Banking, Financial Analysis, Mutual Funds, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Finance, Sales, Accounting, Credit, Account Management, Portfolio Management, Risk Management, Process Improvement
Education
Missouri State University 2003 — 2007
BS, Economics
Beth Petry Beth Petry's State Street Experience 2006 - Present
Job Vice President at State Street
Industry Human Resources
Experience
State Street 2006 - Present
Boston Financial Data Services March 1992 - October 1999
Hawthorne Christian Day School March 1990 - April 1992
Skills
Leadership Development, Talent Management, Team Building, Call Center, Instructional Design, Mentoring, Customer Service, Coaching, Staff Development, Management Development, Onboarding, Human Resources, Performance Management, Strategy, Training, Leadership, Call Centers, Workforce Planning, Organizational..., Executive Coaching, Team Leadership, Succession Planning, Interviews, Talent Acquisition, Employee Engagement, Performance Improvement, Vendor Management, Employee Relations, Career Development, Process Improvement, Organizational Design, Management, Analysis, Financial Services, Employee Training, Recruiting, Business Analysis, Program Management, Mutual Funds, Change Management, Management Consulting, Strategic Planning, Organizational..., Risk Management, Personnel Management, Accounting, Workshop Facilitation, Training Delivery
Education
Missouri State University 1987 — 1990
Elementary Education
State Street 2006 - Present
Boston Financial Data Services March 1992 - October 1999
Hawthorne Christian Day School March 1990 - April 1992
Skills
Leadership Development, Talent Management, Team Building, Call Center, Instructional Design, Mentoring, Customer Service, Coaching, Staff Development, Management Development, Onboarding, Human Resources, Performance Management, Strategy, Training, Leadership, Call Centers, Workforce Planning, Organizational..., Executive Coaching, Team Leadership, Succession Planning, Interviews, Talent Acquisition, Employee Engagement, Performance Improvement, Vendor Management, Employee Relations, Career Development, Process Improvement, Organizational Design, Management, Analysis, Financial Services, Employee Training, Recruiting, Business Analysis, Program Management, Mutual Funds, Change Management, Management Consulting, Strategic Planning, Organizational..., Risk Management, Personnel Management, Accounting, Workshop Facilitation, Training Delivery
Education
Missouri State University 1987 — 1990
Elementary Education
Jason Dowell Jason Dowell's State Street Experience January 2013 - December 2013
Job Tax Associate at Creative Planning
Industry Accounting
Experience
Creative Planning Inc. January 2015 - Present
State Street January 2013 - December 2013
US Army January 2003 - March 2011
Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
University of Missouri - Kansas City 2014 — 2015
Master's Degree, Accounting
Missouri Western State University 2011 — 2013
Bachelor's of Science in Business Administration, Accounting
Creative Planning Inc. January 2015 - Present
State Street January 2013 - December 2013
US Army January 2003 - March 2011
Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
University of Missouri - Kansas City 2014 — 2015
Master's Degree, Accounting
Missouri Western State University 2011 — 2013
Bachelor's of Science in Business Administration, Accounting
Julia Madden Julia Madden's State Street Experience August 2015 - Present
Job Business Strategy Analyst at State Street Global Exchange
Industry Financial Services
Experience
State Street August 2015 - Present
State Street July 2014 - August 2015
State Street June 2013 - August 2013
The Civilitas Foundation June 2011 - August 2011
Skills
Research, Spanish, Chinese, Data Analysis, International Relations, Stata, PowerPoint, Microsoft Excel, Bloomberg, Adobe Illustrator, Customer Service, Public Speaking, Strategy
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), International/Global Studies; Political Science, Senior
Yunnan University 2012 — 2012
Study Abroad, Chinese Language, Culture, and Business
Middlebury College Chinese Language School 2012 — 2012
Advanced Chinese Language - Level 3, Mandarin
Centro de Lenguas e Intercambio Cultural 2009 — 2010
Study Abroad, Spanish Language and Literature
Dover-Sherborn Regional High School 2005 — 2009
High School
State Street August 2015 - Present
State Street July 2014 - August 2015
State Street June 2013 - August 2013
The Civilitas Foundation June 2011 - August 2011
Skills
Research, Spanish, Chinese, Data Analysis, International Relations, Stata, PowerPoint, Microsoft Excel, Bloomberg, Adobe Illustrator, Customer Service, Public Speaking, Strategy
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), International/Global Studies; Political Science, Senior
Yunnan University 2012 — 2012
Study Abroad, Chinese Language, Culture, and Business
Middlebury College Chinese Language School 2012 — 2012
Advanced Chinese Language - Level 3, Mandarin
Centro de Lenguas e Intercambio Cultural 2009 — 2010
Study Abroad, Spanish Language and Literature
Dover-Sherborn Regional High School 2005 — 2009
High School
Marcy Wintrub Marcy Wintrub's State Street Experience February 2011 - July 2012
Job Measuring, Improving and Communicating Business Value
Industry Information Services
Experience
Horseneck Resources, LLC August 2012 - Present
State Street February 2011 - July 2012
State Street February 2002 - February 2011
State Street February 1999 - January 2002
State Street June 1996 - September 1998
Coopers & Lybrand Consulting June 1987 - May 1996
Skills
Change Management, Process Improvement, Program Management, Project Management, Performance Metrics, ITIL, Governance, SDLC, Risk Management, Executive Reporting, Leading Change, Performance Measurement, Communication, Organizational..., Chargebacks, Knowledge Management, Business Transformation, Strategic Communications, Leading..., Cross-team Collaboration, Metrics, Business Analysis, Information Technology
Education
Michigan State University
Bachelor of Arts (BA), Financial Administration
Wykeham Rise School
Horseneck Resources, LLC August 2012 - Present
State Street February 2011 - July 2012
State Street February 2002 - February 2011
State Street February 1999 - January 2002
State Street June 1996 - September 1998
Coopers & Lybrand Consulting June 1987 - May 1996
Skills
Change Management, Process Improvement, Program Management, Project Management, Performance Metrics, ITIL, Governance, SDLC, Risk Management, Executive Reporting, Leading Change, Performance Measurement, Communication, Organizational..., Chargebacks, Knowledge Management, Business Transformation, Strategic Communications, Leading..., Cross-team Collaboration, Metrics, Business Analysis, Information Technology
Education
Michigan State University
Bachelor of Arts (BA), Financial Administration
Wykeham Rise School
Nicole Zaiman Nicole Zaiman's State Street Experience December 2012 - Present
Job Senior Accountant at State Street Bank & Trust
Industry Financial Services
Experience
State Street December 2012 - Present
State Street April 2009 - December 2012
State Street February 2008 - April 2009
Skills
Account Reconciliation, Accounting, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, GAAP, General Ledger, Mutual Funds, Finance, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Statements
Education
University of Houston-Victoria 2008 — 2011
Master of Business Administration (MBA), Accounting
Missouri State University 2003 — 2006
Finance
State Street December 2012 - Present
State Street April 2009 - December 2012
State Street February 2008 - April 2009
Skills
Account Reconciliation, Accounting, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, GAAP, General Ledger, Mutual Funds, Finance, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Statements
Education
University of Houston-Victoria 2008 — 2011
Master of Business Administration (MBA), Accounting
Missouri State University 2003 — 2006
Finance
Dondi Taylor Dondi Taylor's State Street Experience 2005 - 2007
Job Sr. Financial Analyst at Hallmark Cards
Industry Financial Services
Experience
Hallmark Cards September 2007 - Present
State Street 2005 - 2007
State Street 1999 - 2005
Skills
Forecasting, Essbase, Financial Analysis
Education
Missouri State University 1995 — 1999
Hallmark Cards September 2007 - Present
State Street 2005 - 2007
State Street 1999 - 2005
Skills
Forecasting, Essbase, Financial Analysis
Education
Missouri State University 1995 — 1999
Bryan Seiter Bryan Seiter's State Street Experience January 2001 - September 2004
Job Commercial Underwriting Specialist Account Development Team
Industry Insurance
Experience
American Family Insurance August 2011 - Present
Mir House of Prayer 2013 - 2014
American Family Insurance March 2011 - November 2011
Chilis Bar and Grill January 2006 - May 2011
Vintage at Home April 2006 - October 2006
Merrill Lynch November 2005 - April 2006
State Street January 2001 - September 2004
State Street January 2001 - September 2004
Skills
Customer Service, Project Management, Insurance, Training, Financial Analysis, Budgets, Sales, Accounting, Customer Satisfaction, Marketing, Auditing, Life Insurance, Property & Casualty..., Leadership, Commercial Insurance, Cross-functional Team..., Business Planning, Small Business, Management
Education
Northwest Missouri State University 2000 — 2004
MBA, Accounting Emphasis
Missouri Western State University 1994 — 1998
Bachelors, Psychology
American Family Insurance August 2011 - Present
Mir House of Prayer 2013 - 2014
American Family Insurance March 2011 - November 2011
Chilis Bar and Grill January 2006 - May 2011
Vintage at Home April 2006 - October 2006
Merrill Lynch November 2005 - April 2006
State Street January 2001 - September 2004
State Street January 2001 - September 2004
Skills
Customer Service, Project Management, Insurance, Training, Financial Analysis, Budgets, Sales, Accounting, Customer Satisfaction, Marketing, Auditing, Life Insurance, Property & Casualty..., Leadership, Commercial Insurance, Cross-functional Team..., Business Planning, Small Business, Management
Education
Northwest Missouri State University 2000 — 2004
MBA, Accounting Emphasis
Missouri Western State University 1994 — 1998
Bachelors, Psychology
Darby Meehan Darby Meehan's State Street Experience May 2011 - October 2012
Job Commercial Underwriter at American Family
Industry Insurance
Experience
American Family Insurance October 2012 - Present
State Street May 2011 - October 2012
Cool Crest Garden Golf March 2003 - May 2011
Skills
Account Reconciliation, Accounting, Auditing, Banking, Budgets, Credit, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Process Improvement, Sales, Strategic Financial..., Strategic Planning, Insurance, Leadership, Outlook, Microsoft Word, Team Building, Risk Management, Inventory Management
Education
Missouri Western State University 2008 — 2011
Bachelors of Science, Business Administration, Finance and Economics
American Family Insurance October 2012 - Present
State Street May 2011 - October 2012
Cool Crest Garden Golf March 2003 - May 2011
Skills
Account Reconciliation, Accounting, Auditing, Banking, Budgets, Credit, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Process Improvement, Sales, Strategic Financial..., Strategic Planning, Insurance, Leadership, Outlook, Microsoft Word, Team Building, Risk Management, Inventory Management
Education
Missouri Western State University 2008 — 2011
Bachelors of Science, Business Administration, Finance and Economics
Thomas Harris Thomas Harris's State Street Experience September 2003 - April 2004
Job Asset Manager
Industry Real Estate
Experience
MWest Properties Sr Associate, Asset ManagementJamestownJune 2013 - June 2015
UBS Global Asset Management June 2011 - June 2013
LNR Partners, LLC July 2010 - April 2011
UrbanMeritage August 2009 - March 2011
Vermont Telephone Company February 2010 - March 2010
Boston Properties June 2008 - September 2008
Lightfoot Capital June 2007 - August 2007
Lehman Brothers May 2004 - June 2007
State Street September 2003 - April 2004
EF Education November 2002 - July 2003
Skills
Asset Management, Financial Modeling, Valuation, Real Estate Finance, Cash Flow, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Middlebury College 1998 — 2002
BA, Economics
UCL 2001 — 2001
MWest Properties Sr Associate, Asset ManagementJamestownJune 2013 - June 2015
UBS Global Asset Management June 2011 - June 2013
LNR Partners, LLC July 2010 - April 2011
UrbanMeritage August 2009 - March 2011
Vermont Telephone Company February 2010 - March 2010
Boston Properties June 2008 - September 2008
Lightfoot Capital June 2007 - August 2007
Lehman Brothers May 2004 - June 2007
State Street September 2003 - April 2004
EF Education November 2002 - July 2003
Skills
Asset Management, Financial Modeling, Valuation, Real Estate Finance, Cash Flow, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Middlebury College 1998 — 2002
BA, Economics
UCL 2001 — 2001
Thomas Hitz Thomas Hitz's State Street Experience February 2015 - Present
Job Risk Management Analyst at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
US Government Accountability Office June 2014 - August 2014
Kellogg, Huber, Hansen, Todd, Evans & Figel June 2014 - August 2014
Rain Media for PBS FRONTLINE June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Stata, Spanish
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, College Scholar
London School of Economics and Political Science 2013 — 2014
Bachelor's, General Course, International History and Economics
State Street February 2015 - Present
US Government Accountability Office June 2014 - August 2014
Kellogg, Huber, Hansen, Todd, Evans & Figel June 2014 - August 2014
Rain Media for PBS FRONTLINE June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Stata, Spanish
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, College Scholar
London School of Economics and Political Science 2013 — 2014
Bachelor's, General Course, International History and Economics
Jeramie Romine's State Street Experience November 2014 - Present
Job Fund Administrator, Financial Reporting
Industry Financial Services
Experience
State Street November 2014 - Present
State Street May 2013 - November 2014
State Street August 2012 - May 2013
State Street February 2011 - August 2012
Liberty Bank July 2008 - February 2011
Skills
Banking, Bonds, Financial Reporting, Mutual Funds, Financial Statements, Accounting, Fund Administration, Microsoft Excel, Trading, Securities Lending, Electronic Trading, Account Reconciliation, Loans, Auditing, Sales
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's of Accounting and Financial Management, Certified Public Accountant
Missouri State University 2005 — 2010
Bachelor of Science (BS), Administrative Management
State Street November 2014 - Present
State Street May 2013 - November 2014
State Street August 2012 - May 2013
State Street February 2011 - August 2012
Liberty Bank July 2008 - February 2011
Skills
Banking, Bonds, Financial Reporting, Mutual Funds, Financial Statements, Accounting, Fund Administration, Microsoft Excel, Trading, Securities Lending, Electronic Trading, Account Reconciliation, Loans, Auditing, Sales
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's of Accounting and Financial Management, Certified Public Accountant
Missouri State University 2005 — 2010
Bachelor of Science (BS), Administrative Management
Mark Steinmeier Mark Steinmeier's State Street Experience October 2014 - Present
Job Client Service Manager
Industry Financial Services
Experience
State Street October 2014 - Present
State Street Bank April 2013 - October 2014
Panera Bread January 2010 - April 2013
Quiznos Sub January 2009 - August 2009
Skills
Financial Analysis, Budgets, Management, Accounting, Team Building, Leadership, Time Management, Strategic Planning, Event Planning, Customer Service, Public Speaking, Social Media, Catering, Food, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Hospitality
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Supply Chain Management and Finance
Missouri State University 2004 — 2008
BS, Political Science and Economics
State Street October 2014 - Present
State Street Bank April 2013 - October 2014
Panera Bread January 2010 - April 2013
Quiznos Sub January 2009 - August 2009
Skills
Financial Analysis, Budgets, Management, Accounting, Team Building, Leadership, Time Management, Strategic Planning, Event Planning, Customer Service, Public Speaking, Social Media, Catering, Food, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Hospitality
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Supply Chain Management and Finance
Missouri State University 2004 — 2008
BS, Political Science and Economics
Artem Pavlenko Artem Pavlenko's State Street Experience May 2015 - July 2015
Job Senior Associate, Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
State Street May 2015 - July 2015
State Street May 2014 - May 2015
State Street December 2012 - May 2014
State Street May 2010 - December 2012
Regal Entertainment Group May 2006 - February 2011
MSU Students in Free Enterprise August 2008 - April 2010
Missouri State University August 2006 - April 2010
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Financial Reporting, Fund Administration, Fund Accounting, Mutual Funds, Investments, Financial Analysis, Accounting, Finance, Bloomberg, Corporate Finance, Microsoft Excel, Equities, Financial Services, Analysis
Education
Rockhurst University 2012 — 2014
Master of Business Administration (MBA), Finance
Missouri State University 2006 — 2010
Bachelor of Science, Finance, Accounting
PwC July 2015 - Present
State Street May 2015 - July 2015
State Street May 2014 - May 2015
State Street December 2012 - May 2014
State Street May 2010 - December 2012
Regal Entertainment Group May 2006 - February 2011
MSU Students in Free Enterprise August 2008 - April 2010
Missouri State University August 2006 - April 2010
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Financial Reporting, Fund Administration, Fund Accounting, Mutual Funds, Investments, Financial Analysis, Accounting, Finance, Bloomberg, Corporate Finance, Microsoft Excel, Equities, Financial Services, Analysis
Education
Rockhurst University 2012 — 2014
Master of Business Administration (MBA), Finance
Missouri State University 2006 — 2010
Bachelor of Science, Finance, Accounting
Jane Freda's State Street Experience June 2015 - August 2015
Job Portfolio Solutions Intern at State Street
Industry Financial Services
Experience
State Street June 2015 - August 2015
Education
Middlebury College 2013 — 2017
Economics Major, Sociology Minor
Hingham High School 2009 — 2013
High School
State Street June 2015 - August 2015
Education
Middlebury College 2013 — 2017
Economics Major, Sociology Minor
Hingham High School 2009 — 2013
High School
Tom Brink Tom Brink's State Street Experience January 1998 - March 2006
Job Alliance Commercial Properties LLC Owner
Industry Executive Office
Experience
Kauffman Foundation February 2012 - January 2015
Olsson Associates 2011 - February 2012
CRB Consulting Engineers December 2008 - 2011
Ellerbe Becket March 2006 - December 2008
State Street January 1998 - March 2006
Bank of America 1993 - 1998
Bank of America 1993 - 1998
Bank of America 1993 - 1998
Skills
Data Center, Project Management, Leadership, Management, Project Planning, Facilities Management, Budgets, Construction Management, Contract Negotiation, Strategic Planning, Infrastructure, Construction, Energy, Program Management, Contract Management, Engineering, HVAC, Fundraising, Time Management, Operations Management, Team Building, Process Scheduler, Business Development, New Business Development, Real Estate, Customer Service, Energy Efficiency, Sustainability, Proposal Writing, Process Improvement, LEED AP, Negotiation, Team Leadership, LEED, Change Management, MS Project, Microsoft Office, Microsoft Project, Energy Management, Data Center Management, project, lead, man, project pl, facilities, budget, con
Education
Missouri State University 1971 — 1973
Kauffman Foundation February 2012 - January 2015
Olsson Associates 2011 - February 2012
CRB Consulting Engineers December 2008 - 2011
Ellerbe Becket March 2006 - December 2008
State Street January 1998 - March 2006
Bank of America 1993 - 1998
Bank of America 1993 - 1998
Bank of America 1993 - 1998
Skills
Data Center, Project Management, Leadership, Management, Project Planning, Facilities Management, Budgets, Construction Management, Contract Negotiation, Strategic Planning, Infrastructure, Construction, Energy, Program Management, Contract Management, Engineering, HVAC, Fundraising, Time Management, Operations Management, Team Building, Process Scheduler, Business Development, New Business Development, Real Estate, Customer Service, Energy Efficiency, Sustainability, Proposal Writing, Process Improvement, LEED AP, Negotiation, Team Leadership, LEED, Change Management, MS Project, Microsoft Office, Microsoft Project, Energy Management, Data Center Management, project, lead, man, project pl, facilities, budget, con
Education
Missouri State University 1971 — 1973
Cody McClure's State Street Experience June 2015 - Present
Job Associate II at State Street
Industry Retail
Experience
State Street June 2015 - Present
American Family Insurance February 2015 - May 2015
Hy-Vee September 2014 - May 2015
Missouri Western State University--St. Joseph, MO August 2014 - December 2014
Hy-Vee May 2013 - August 2014
City of Bethany May 2013 - August 2014
Hy-Vee November 2012 - August 2014
Hy-Vee September 2010 - November 2012
City of Bethany May 2008 - August 2012
Skills
Superior Computer Skills, Mathematics, Invoice Processing, Bookkeeping, Microsoft Office, Organization, Economics, Data Analysis, Sales Management, Financial Analysis, QuickBooks
Education
Missouri Western State University 2013 — 2015
Bachelor's Degree, Finance, 3.88
North Central Missouri College 2011 — 2013
Associate's Degree, General Education, 3.84
State Street June 2015 - Present
American Family Insurance February 2015 - May 2015
Hy-Vee September 2014 - May 2015
Missouri Western State University--St. Joseph, MO August 2014 - December 2014
Hy-Vee May 2013 - August 2014
City of Bethany May 2013 - August 2014
Hy-Vee November 2012 - August 2014
Hy-Vee September 2010 - November 2012
City of Bethany May 2008 - August 2012
Skills
Superior Computer Skills, Mathematics, Invoice Processing, Bookkeeping, Microsoft Office, Organization, Economics, Data Analysis, Sales Management, Financial Analysis, QuickBooks
Education
Missouri Western State University 2013 — 2015
Bachelor's Degree, Finance, 3.88
North Central Missouri College 2011 — 2013
Associate's Degree, General Education, 3.84
Joshua North Joshua North's State Street Experience June 2012 - September 2013
Job Financial Aid Specialist
Industry Higher Education
Experience
Midwestern Baptist Theological Seminary October 2013 - Present
State Street June 2012 - September 2013
Missouri Western State University--St. Joseph, MO September 2011 - May 2012
Citi January 2004 - December 2011
Ameristar Casino January 2002 - January 2004
Skills
French, Microsoft Office, Microsoft, Windows 7, Economics, Macroeconomics, Microeconomics, Computer Hardware, Research, Building Strong Teams, Interdepartmental..., Outstanding Customer..., Financial Responsibility, Typing, Internet Research, Internet Security, International Relations, Phone Etiquette, Statistics, Business Statistics, Title IV, Student Financial Aid, Financial Aid..., Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Windows, Microsoft PowerPoint, Department of Education, Federal Student Loans, Federal Pell Grants, R2T4, SAP Review, Verification Review
Education
Missouri Western State University 2008 — 2012
Bachelor's Degree, Economics and French, 2.75
Orrick High School 1997 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Midwestern Baptist Theological Seminary October 2013 - Present
State Street June 2012 - September 2013
Missouri Western State University--St. Joseph, MO September 2011 - May 2012
Citi January 2004 - December 2011
Ameristar Casino January 2002 - January 2004
Skills
French, Microsoft Office, Microsoft, Windows 7, Economics, Macroeconomics, Microeconomics, Computer Hardware, Research, Building Strong Teams, Interdepartmental..., Outstanding Customer..., Financial Responsibility, Typing, Internet Research, Internet Security, International Relations, Phone Etiquette, Statistics, Business Statistics, Title IV, Student Financial Aid, Financial Aid..., Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Windows, Microsoft PowerPoint, Department of Education, Federal Student Loans, Federal Pell Grants, R2T4, SAP Review, Verification Review
Education
Missouri Western State University 2008 — 2012
Bachelor's Degree, Economics and French, 2.75
Orrick High School 1997 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Drew Peterson, CFA, CIPM Drew Peterson, CFA, CIPM's State Street Experience February 2005 - September 2005
Job Assistant Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc. February 2015 - Present
Appleton Partners, Inc. August 2012 - Present
Brown Brothers Harriman December 2010 - March 2012
The Bank of New York Mellon April 2010 - February 2011
The Bank of New York Mellon March 2007 - March 2010
The Bank of New York Mellon October 2005 - May 2007
State Street February 2005 - September 2005
State Street February 2004 - February 2005
Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee
Education
Middlebury College 1999 — 2003
BA
Appleton Partners, Inc. February 2015 - Present
Appleton Partners, Inc. August 2012 - Present
Brown Brothers Harriman December 2010 - March 2012
The Bank of New York Mellon April 2010 - February 2011
The Bank of New York Mellon March 2007 - March 2010
The Bank of New York Mellon October 2005 - May 2007
State Street February 2005 - September 2005
State Street February 2004 - February 2005
Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee
Education
Middlebury College 1999 — 2003
BA
Simone Wilson's State Street Experience April 2014 - Present
Job Corporate Compliance— Data Governance Analyst, Senior Associate at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
State Street June 2013 - April 2014
State Street May 2012 - May 2013
Mt. Washington Bank 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Economics, Eviews, Statistics, PowerPoint, Project Management, Financial Accounting, Bloomberg Terminal, Leadership, Employee Training, Business Analysis, Analysis, Data Analysis, Accounting, Financial Analysis, Public Speaking
Education
Mills College 2007 — 2011
Bachelor's degree, Business/Managerial Economics
Codman Academy Charter School 2003 — 2007
State Street April 2014 - Present
State Street June 2013 - April 2014
State Street May 2012 - May 2013
Mt. Washington Bank 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Economics, Eviews, Statistics, PowerPoint, Project Management, Financial Accounting, Bloomberg Terminal, Leadership, Employee Training, Business Analysis, Analysis, Data Analysis, Accounting, Financial Analysis, Public Speaking
Education
Mills College 2007 — 2011
Bachelor's degree, Business/Managerial Economics
Codman Academy Charter School 2003 — 2007
Johnna Davis Johnna Davis's State Street Experience June 2000 - July 2003
Job Accomplished Real Estate Project Manager, Diligently Review Contracts to Minimize Costs and Ensure Favorable Terms
Industry Telecommunications
Experience
EPR Properties May 2015 - Present
Sprint Nextel January 2009 - November 2014
Sprint January 2008 - December 2008
Sprint October 2004 - December 2007
State Street June 2000 - July 2003
Skills
Financial Analysis, Cross-functional Team..., Project Management, Contract Negotiation, Program Management, Forecasting, Process Improvement, Financial Reporting, Relationship Building, Training, Budget Reconciliation, Project Planning, Analysis, Due Diligence, LTE, Finance, Accounts Receivable, Outlook, Variance Analysis, Cellular Communications, Cash Management, Coaching, Site Acquisition, Customer Service, Team Building, 4G, Vendor Management, Auditing, Contract Management, Business Analysis, Accounting, Budgets, Account Reconciliation, General Ledger, Team Leadership, Wireless, CDMA, Leadership, Risk Management, Microsoft Excel, Account Management, Microsoft Office, Telecommunications, Real Estate, Business Intelligence, Negotiation, Business Development, Team Management, Management
Education
University of Missouri-Kansas City 2002 — 2003
Master of Business Administration (M.B.A.), Finance and Entrepreneurship/Entrepreneurial Studies
Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
EPR Properties May 2015 - Present
Sprint Nextel January 2009 - November 2014
Sprint January 2008 - December 2008
Sprint October 2004 - December 2007
State Street June 2000 - July 2003
Skills
Financial Analysis, Cross-functional Team..., Project Management, Contract Negotiation, Program Management, Forecasting, Process Improvement, Financial Reporting, Relationship Building, Training, Budget Reconciliation, Project Planning, Analysis, Due Diligence, LTE, Finance, Accounts Receivable, Outlook, Variance Analysis, Cellular Communications, Cash Management, Coaching, Site Acquisition, Customer Service, Team Building, 4G, Vendor Management, Auditing, Contract Management, Business Analysis, Accounting, Budgets, Account Reconciliation, General Ledger, Team Leadership, Wireless, CDMA, Leadership, Risk Management, Microsoft Excel, Account Management, Microsoft Office, Telecommunications, Real Estate, Business Intelligence, Negotiation, Business Development, Team Management, Management
Education
University of Missouri-Kansas City 2002 — 2003
Master of Business Administration (M.B.A.), Finance and Entrepreneurship/Entrepreneurial Studies
Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Andrew Seaman Andrew Seaman's State Street Experience June 2011 - March 2012
Job Securities Lending at Apex Clearing
Industry Financial Services
Experience
Apex Clearing May 2013 - Present
Apex Clearing August 2012 - May 2013
UMB Bank March 2012 - August 2012
State Street June 2011 - March 2012
State Street July 2010 - June 2011
Skills
Bloomberg Terminal, Mergent, Sage Business Works, Mutual Funds, Microsoft Office, Networking, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Access, PowerPoint, GAAP, Portfolio Management, Financial Modeling, Investments, Fund Accounting, Financial Risk, Bloomberg, Banking, Financial Services, Back Office, Analysis
Education
Missouri State University 2007 — 2010
Bachelors, Finance, Accounting
Apex Clearing May 2013 - Present
Apex Clearing August 2012 - May 2013
UMB Bank March 2012 - August 2012
State Street June 2011 - March 2012
State Street July 2010 - June 2011
Skills
Bloomberg Terminal, Mergent, Sage Business Works, Mutual Funds, Microsoft Office, Networking, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Access, PowerPoint, GAAP, Portfolio Management, Financial Modeling, Investments, Fund Accounting, Financial Risk, Bloomberg, Banking, Financial Services, Back Office, Analysis
Education
Missouri State University 2007 — 2010
Bachelors, Finance, Accounting
Julianna Norgren's State Street Experience February 2014 - Present
Job .
Industry Financial Services
Experience
State Street February 2014 - Present
Oxford HealthCare August 2010 - February 2014
VESTA August 2006 - July 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Access, PowerPoint, Healthcare, Teamwork, Public Speaking, Time Management, Leadership, Data Analysis, Accounting, Financial Analysis, Outlook, Finance, Account Reconciliation, Financial Reporting
Education
Missouri State University 2006 — 2013
Bachelor of Science (BS), Finance, General
State Street February 2014 - Present
Oxford HealthCare August 2010 - February 2014
VESTA August 2006 - July 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Access, PowerPoint, Healthcare, Teamwork, Public Speaking, Time Management, Leadership, Data Analysis, Accounting, Financial Analysis, Outlook, Finance, Account Reconciliation, Financial Reporting
Education
Missouri State University 2006 — 2013
Bachelor of Science (BS), Finance, General
Michelle Lodewegen Michelle Lodewegen's State Street Experience September 2014 - Present
Job Client Operations, Senior Associate at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street February 2013 - September 2014
State Street October 2011 - February 2013
Bank of Kirksville April 2010 - October 2011
Skills
Data Analysis, Microsoft Excel, Finance, Cash Management, Team Leadership, Customer Service, Account Reconciliation, Time Management, Financial Reporting, PowerPoint, Microsoft Word, Public Speaking, Accounting, General Ledger, 10 Key, Tax Preparation, Income Tax, Equities, Equity Derivatives, Bonds, Fund Accounting, Financial Analysis, Financial Accounting, Financial Statements, Microsoft Office, US GAAP, Access, Bank Reconciliation, Accruals, Fixed Income Analysis, Fixed Income Strategies, Equity Valuation, Equity Research, Auditing, Banking, Invoicing, Loans, Fund Administration, GAAP, Securities, Cash Flow, Corporate Actions, Pivot Tables, Financial Services
Education
Missouri State University 2006 — 2009
Bachelor of Science (BS), Accounting
State Street September 2014 - Present
State Street February 2013 - September 2014
State Street October 2011 - February 2013
Bank of Kirksville April 2010 - October 2011
Skills
Data Analysis, Microsoft Excel, Finance, Cash Management, Team Leadership, Customer Service, Account Reconciliation, Time Management, Financial Reporting, PowerPoint, Microsoft Word, Public Speaking, Accounting, General Ledger, 10 Key, Tax Preparation, Income Tax, Equities, Equity Derivatives, Bonds, Fund Accounting, Financial Analysis, Financial Accounting, Financial Statements, Microsoft Office, US GAAP, Access, Bank Reconciliation, Accruals, Fixed Income Analysis, Fixed Income Strategies, Equity Valuation, Equity Research, Auditing, Banking, Invoicing, Loans, Fund Administration, GAAP, Securities, Cash Flow, Corporate Actions, Pivot Tables, Financial Services
Education
Missouri State University 2006 — 2009
Bachelor of Science (BS), Accounting
Amanda Townend Amanda Townend's State Street Experience May 2014 - Present
Job Client Service Operations Specialist (Custody) Associate 2 at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street January 2014 - Present
Briarcliff Dental Care 2011 - Present
Aspen Athletic 2012 - Present
Delta Sigma Pi - Nu Xi May 2013 - December 2013
Skills
Finance, Customer Service, Community Outreach, Communication Skills, Marketing Communications, Microsoft Office, Organization, Time Management, Microsoft Excel, Leadership, PowerPoint, Research, Fundraising, Financial Analysis, Nonprofits, Account Management, Recruiting, Marketing, Public Speaking
Education
University of Missouri-Kansas City 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Missouri State University 2011 — 2011
Bachelor of Business Administration (BBA), Finance, General
State Street May 2014 - Present
State Street January 2014 - Present
Briarcliff Dental Care 2011 - Present
Aspen Athletic 2012 - Present
Delta Sigma Pi - Nu Xi May 2013 - December 2013
Skills
Finance, Customer Service, Community Outreach, Communication Skills, Marketing Communications, Microsoft Office, Organization, Time Management, Microsoft Excel, Leadership, PowerPoint, Research, Fundraising, Financial Analysis, Nonprofits, Account Management, Recruiting, Marketing, Public Speaking
Education
University of Missouri-Kansas City 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Missouri State University 2011 — 2011
Bachelor of Business Administration (BBA), Finance, General
John Drotar, MSc, CAPM John Drotar, MSc, CAPM's State Street Experience May 2015 - Present
Job IT Project Manager at State Street
Industry Research
Experience
State Street May 2015 - Present
Nucleus Research November 2014 - April 2015
American Tower January 2013 - October 2014
Ubisoft July 2011 - January 2012
Academie de Versailles, Lycee Doisneau September 2009 - May 2011
Trade Home Shoes September 2007 - June 2009
Michigan State University September 2007 - June 2009
National Past Time Dynamics July 2007 - September 2007
Skills
Creative Writing, Economics, Expense Management, Film, Film Production, International Marketing, International Project..., Strategic Thinking, Project Management, Procurements, Project Coordination, Agile Methodologies, Agile Project Management, Scrum, French, Change Management, Systems Development, Requirements Gathering, Presentations, Client Relations Skills, Global Teams, Communication, Internal Communications, Process Improvement, Instructor-led Training, Teacher Training, Presentation Development, Needs Analysis, Sales, Team Leadership, Improving Outcomes, Inventory Management, International Sales, Project Planning, Organizational Learning, Resource Management, Sales Management, Screenwriting, Stakeholder Management, Team Building, Theatre, Training, Video Games, Video Game Production, Writing, Logistics, Time Management, Gamification, Budget Monitoring, MS Project
Education
Télécom École de Management 2010 — 2012
Master of Science (MSc), International Management
Michigan State University 2003 — 2009
Bachelor of Arts (BA), Economics, Theatre
State Street May 2015 - Present
Nucleus Research November 2014 - April 2015
American Tower January 2013 - October 2014
Ubisoft July 2011 - January 2012
Academie de Versailles, Lycee Doisneau September 2009 - May 2011
Trade Home Shoes September 2007 - June 2009
Michigan State University September 2007 - June 2009
National Past Time Dynamics July 2007 - September 2007
Skills
Creative Writing, Economics, Expense Management, Film, Film Production, International Marketing, International Project..., Strategic Thinking, Project Management, Procurements, Project Coordination, Agile Methodologies, Agile Project Management, Scrum, French, Change Management, Systems Development, Requirements Gathering, Presentations, Client Relations Skills, Global Teams, Communication, Internal Communications, Process Improvement, Instructor-led Training, Teacher Training, Presentation Development, Needs Analysis, Sales, Team Leadership, Improving Outcomes, Inventory Management, International Sales, Project Planning, Organizational Learning, Resource Management, Sales Management, Screenwriting, Stakeholder Management, Team Building, Theatre, Training, Video Games, Video Game Production, Writing, Logistics, Time Management, Gamification, Budget Monitoring, MS Project
Education
Télécom École de Management 2010 — 2012
Master of Science (MSc), International Management
Michigan State University 2003 — 2009
Bachelor of Arts (BA), Economics, Theatre
Joseph Heater's State Street Experience May 2011 - July 2012
Job Business Intelligence Analyst, MBA
Industry Accounting
Experience
Ryan Transportation Service, Inc. March 2014 - Present
Ryan Transportation Service, Inc. July 2012 - March 2014
State Street May 2011 - July 2012
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Accounts Receivable, Bookkeeping, Accounts Payable, Data Analysis, Financial Reporting, Logistics, Finance, MercuryGateTMS, Account Reconciliation, Tax Preparation, IRS, Microsoft Word, Client Billing, Spreadsheets, PowerPoint, Forecasting, Pricing, Financial Statements, Financial Accounting, Auditing, Billing Systems, FMS, US GAAP, GAAP, Tax, Tax Returns, Accruals, PAM for Securities
Education
Missouri State University 2014 — 2015
Master of Business Administration (MBA), 3.91
Missouri State University 2009 — 2011
Bachelor of Science, Accountancy
Cloud County Community College Concordia, Kansas 2007 — 2009
Associates, Science; Business
Ryan Transportation Service, Inc. March 2014 - Present
Ryan Transportation Service, Inc. July 2012 - March 2014
State Street May 2011 - July 2012
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Accounts Receivable, Bookkeeping, Accounts Payable, Data Analysis, Financial Reporting, Logistics, Finance, MercuryGateTMS, Account Reconciliation, Tax Preparation, IRS, Microsoft Word, Client Billing, Spreadsheets, PowerPoint, Forecasting, Pricing, Financial Statements, Financial Accounting, Auditing, Billing Systems, FMS, US GAAP, GAAP, Tax, Tax Returns, Accruals, PAM for Securities
Education
Missouri State University 2014 — 2015
Master of Business Administration (MBA), 3.91
Missouri State University 2009 — 2011
Bachelor of Science, Accountancy
Cloud County Community College Concordia, Kansas 2007 — 2009
Associates, Science; Business
Chris Steele's State Street Experience June 2013 - May 2014
Job Account Executive at SevOne
Industry Computer Software
Experience
SevOne Inc May 2014 - Present
State Street June 2013 - May 2014
Atlantic Management May 2012 - August 2012
Skills
Valuation, Financial Modeling, Bloomberg, Bloomberg Terminal, Finance, Fixed Income, Investments, Public Speaking, Economics, Account Management, Salesforce.com, Sales
Education
Middlebury College 2009 — 2013
London School of Economics and Political Science 2011 — 2011
Global Business Management and Entrepreneurship
The Hotchkiss School 2008 — 2009
Noble and Greenough School 2005 — 2008
SevOne Inc May 2014 - Present
State Street June 2013 - May 2014
Atlantic Management May 2012 - August 2012
Skills
Valuation, Financial Modeling, Bloomberg, Bloomberg Terminal, Finance, Fixed Income, Investments, Public Speaking, Economics, Account Management, Salesforce.com, Sales
Education
Middlebury College 2009 — 2013
London School of Economics and Political Science 2011 — 2011
Global Business Management and Entrepreneurship
The Hotchkiss School 2008 — 2009
Noble and Greenough School 2005 — 2008
Erica Norgren Erica Norgren's State Street Experience March 2015 - Present
Job Operations Specialist
Industry Financial Services
Experience
State Street March 2015 - Present
Western Square Industries July 2013 - February 2015
United States Air Force August 2007 - August 2013
SOMO Agricultural Supply Store February 2007 - July 2007
Missouri State University September 2006 - December 2006
Skills
Government, Emergency Management, Program Management, Air Force, Technical Writing, Leadership, Command & Control, Public Speaking, Microsoft Office, Event Planning, Leadership Development, Press Releases, Public Relations, Sales, Customer Service, Inventory Management, Social Networking, Internal Communications, PowerPoint, Training
Education
Missouri State University 2002 — 2006
Bachelor of Science, General Agriculture - Communication
Community College of the Air Force 2008 — 2009
Associate of Science (AS), Vehicle Maintenane
State Street March 2015 - Present
Western Square Industries July 2013 - February 2015
United States Air Force August 2007 - August 2013
SOMO Agricultural Supply Store February 2007 - July 2007
Missouri State University September 2006 - December 2006
Skills
Government, Emergency Management, Program Management, Air Force, Technical Writing, Leadership, Command & Control, Public Speaking, Microsoft Office, Event Planning, Leadership Development, Press Releases, Public Relations, Sales, Customer Service, Inventory Management, Social Networking, Internal Communications, PowerPoint, Training
Education
Missouri State University 2002 — 2006
Bachelor of Science, General Agriculture - Communication
Community College of the Air Force 2008 — 2009
Associate of Science (AS), Vehicle Maintenane
Joselyn Bengtson Joselyn Bengtson's State Street Experience 2007 - 2008
Job Ambit Energy Consultant/ HR Benefits Administrator at HR Professional.
Industry Oil & Energy
Experience
Ambit Energy February 2015 - Present
Veolia Energy North America April 2011 - January 2014
Kayem Foods Inc. February 2009 - April 2011
BTHR Solutions / BeneTemps 1998 - 2009
Goodwin Procter LLP 2008 - 2008
State Street 2007 - 2008
Investor's Bank & Trust 2006 - 2007
Fidelity Investments 1998 - 2002
Cabot Corporation 1988 - 1998
Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation
Education
Middlesex Community College
Ambit Energy February 2015 - Present
Veolia Energy North America April 2011 - January 2014
Kayem Foods Inc. February 2009 - April 2011
BTHR Solutions / BeneTemps 1998 - 2009
Goodwin Procter LLP 2008 - 2008
State Street 2007 - 2008
Investor's Bank & Trust 2006 - 2007
Fidelity Investments 1998 - 2002
Cabot Corporation 1988 - 1998
Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation
Education
Middlesex Community College
Kevin Vongphoumy Kevin Vongphoumy's State Street Experience April 2011 - September 2011
Job Business Process Analyst at Brooks Automation
Industry Accounting
Experience
Brooks Automation September 2011 - Present
State Street April 2011 - September 2011
Brooks Automation January 2011 - April 2011
Dakota Systems June 2010 - October 2010
Cardinal Health December 2009 - April 2010
YOR Health August 2005 - September 2007
Skills
Lean Manufacturing, Outlook, Customer Service, Management, Troubleshooting, Microsoft Excel, Training, Inventory Control, Microsoft Word, Process Improvement, Root Cause Analysis
Education
University of Massachusetts at Lowell 2007 — 2010
BBA, Business Management
Middlesex Community College
ABA; Association of Science, Business Administration
Brooks Automation September 2011 - Present
State Street April 2011 - September 2011
Brooks Automation January 2011 - April 2011
Dakota Systems June 2010 - October 2010
Cardinal Health December 2009 - April 2010
YOR Health August 2005 - September 2007
Skills
Lean Manufacturing, Outlook, Customer Service, Management, Troubleshooting, Microsoft Excel, Training, Inventory Control, Microsoft Word, Process Improvement, Root Cause Analysis
Education
University of Massachusetts at Lowell 2007 — 2010
BBA, Business Management
Middlesex Community College
ABA; Association of Science, Business Administration
Brandon Waggoner Brandon Waggoner's State Street Experience November 2014 - Present
Job Fund Manager AVP at State Street
Industry Accounting
Experience
State Street November 2014 - Present
State Street July 2011 - November 2014
State Street August 2008 - December 2010
State street kansas city 2000 - 2008
State street 2000 - 2008
Skills
Microsoft Excel, Fund Accounting, Mutual Funds, Fund Administration, Financial Analysis, Global Custody, Accounting, Bloomberg, Securities, Financial Reporting, Equities, Corporate Actions, Account Reconciliation, Investments, Derivatives, Fixed Income, Asset Managment, Finance, Securities Lending, Process Improvement, Portfolio Management, Banking, Auditing, General Ledger, Access, Valuation, Outlook, Financial Accounting, Fund Of Funds, Hedge Funds, Bloomberg Terminal, Microsoft Office, Financial Services, Financial Modeling, Asset Management, Swaps
Education
Missouri State University 1996 — 2000
BS, Finance, General
Missouri State University 1996 — 2000
Finance, Finance, General
State Street November 2014 - Present
State Street July 2011 - November 2014
State Street August 2008 - December 2010
State street kansas city 2000 - 2008
State street 2000 - 2008
Skills
Microsoft Excel, Fund Accounting, Mutual Funds, Fund Administration, Financial Analysis, Global Custody, Accounting, Bloomberg, Securities, Financial Reporting, Equities, Corporate Actions, Account Reconciliation, Investments, Derivatives, Fixed Income, Asset Managment, Finance, Securities Lending, Process Improvement, Portfolio Management, Banking, Auditing, General Ledger, Access, Valuation, Outlook, Financial Accounting, Fund Of Funds, Hedge Funds, Bloomberg Terminal, Microsoft Office, Financial Services, Financial Modeling, Asset Management, Swaps
Education
Missouri State University 1996 — 2000
BS, Finance, General
Missouri State University 1996 — 2000
Finance, Finance, General
Andrew Weddle Andrew Weddle's State Street Experience June 2015 - Present
Job Student at Missouri Western State University
Industry Sports
Experience
State Street June 2015 - Present
St. Joseph Mustangs May 2014 - July 2014
Kansas City Chiefs August 2013 - December 2013
Kansas City Chiefs July 2013 - August 2013
Kansas City Chiefs July 2012 - August 2012
Best Buy July 2009 - July 2012
GameStop July 2007 - October 2008
Skills
Sports, Sports Management, Event Planning, Microsoft Excel, Customer Service
Education
Missouri Western State University 2012 — 2014
Bachelor of Science (BS), Recreation Sport Management
State Street June 2015 - Present
St. Joseph Mustangs May 2014 - July 2014
Kansas City Chiefs August 2013 - December 2013
Kansas City Chiefs July 2013 - August 2013
Kansas City Chiefs July 2012 - August 2012
Best Buy July 2009 - July 2012
GameStop July 2007 - October 2008
Skills
Sports, Sports Management, Event Planning, Microsoft Excel, Customer Service
Education
Missouri Western State University 2012 — 2014
Bachelor of Science (BS), Recreation Sport Management
Craig Eddins's State Street Experience October 2007 - April 2011
Job Lead Business Analyst at Travelport
Industry Leisure, Travel & Tourism
Experience
Travelport June 2013 - Present
Blue Cross Blue Shield of Kansas City May 2011 - June 2013
State Street October 2007 - April 2011
AEGON/Transamerica Insurance and Investments October 2001 - June 2007
Consultant / Contractor August 1997 - October 2001
Transamerica Insurance and Investments August 1994 - August 1997
The Kansas City Star August 1993 - August 1994
Universal Underwriters Group January 1986 - August 1993
Skills
Process Engineering, Business Process Mapping, Business Process..., Re-engineering, Business Analysis, Business Requirements, Full SDLC, Facilitations, Collaborative Problem..., Data Mapping, ETL, Business Intelligence, Systems Analysis, Visio, Project Management, Project Delivery, Presentations, Feasibility Studies, Cost Benefit, Software Engineering, Software Documentation, Software Quality..., Test Management, User Acceptance Testing, Team Building, Liaison, Conflict Resolution, Education, Training, Mentoring, Web Design, Website Development
Education
University of Missouri-Kansas City 2001 — 2003
Masters in Business Administration (MBA), Finance
Missouri State University 1982 — 1985
Bachelor of Science (B.S.), Business / Computer Information Systems
Travelport June 2013 - Present
Blue Cross Blue Shield of Kansas City May 2011 - June 2013
State Street October 2007 - April 2011
AEGON/Transamerica Insurance and Investments October 2001 - June 2007
Consultant / Contractor August 1997 - October 2001
Transamerica Insurance and Investments August 1994 - August 1997
The Kansas City Star August 1993 - August 1994
Universal Underwriters Group January 1986 - August 1993
Skills
Process Engineering, Business Process Mapping, Business Process..., Re-engineering, Business Analysis, Business Requirements, Full SDLC, Facilitations, Collaborative Problem..., Data Mapping, ETL, Business Intelligence, Systems Analysis, Visio, Project Management, Project Delivery, Presentations, Feasibility Studies, Cost Benefit, Software Engineering, Software Documentation, Software Quality..., Test Management, User Acceptance Testing, Team Building, Liaison, Conflict Resolution, Education, Training, Mentoring, Web Design, Website Development
Education
University of Missouri-Kansas City 2001 — 2003
Masters in Business Administration (MBA), Finance
Missouri State University 1982 — 1985
Bachelor of Science (B.S.), Business / Computer Information Systems
Kathy Cave Kathy Cave's State Street Experience May 2001 - July 2003
Job Senior Analyst at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions May 2005 - June 2015
CenturyLink Technology Solutions April 2010 - January 2013
Thunder Aviation September 2003 - May 2005
State Street May 2001 - July 2003
Skills
Process Improvement, Visio, Business Analysis, Financial Modeling, Project Management, Access, Auditing, Accounts Receivable, Account Management, Microsoft Office
Education
Missouri State University 1997 — 2001
Bachelor's degree, Accounting
Nerinx Hall High School 1993 — 1997
CenturyLink Technology Solutions May 2005 - June 2015
CenturyLink Technology Solutions April 2010 - January 2013
Thunder Aviation September 2003 - May 2005
State Street May 2001 - July 2003
Skills
Process Improvement, Visio, Business Analysis, Financial Modeling, Project Management, Access, Auditing, Accounts Receivable, Account Management, Microsoft Office
Education
Missouri State University 1997 — 2001
Bachelor's degree, Accounting
Nerinx Hall High School 1993 — 1997
Ed Dexter Ed Dexter's State Street Experience September 1999 - May 2005
Job IT Support Specialist with emphasis on Customer Service, recently A+ Certified.
Industry Information Technology and Services
Experience
Jmk Systems Solutions Inc November 2014 - Present
New Balance July 2013 - September 2013
SmartSource Rentals April 2013 - June 2013
New Balance June 2012 - September 2012
Colliers International April 2011 - March 2012
Fresenius Medical Care March 2006 - February 2011
Investors Bank & Trust December 2005 - February 2006
Professional Staffing Group August 2005 - December 2005
State Street September 1999 - May 2005
Skills
Active Directory, Troubleshooting, Microsoft Office, Software Documentation, Customer Service, Service Desk, Remedy Ticketing System, Security, Documentation, Ghost Imaging, Test Equipment, CompTIA A+ Certification, Technical Support
Education
Millennium Training Institute 2013 — 2014
Network Systems Specialist
Taunton High School 1984 — 1988
Diploma, General Studies
Jmk Systems Solutions Inc November 2014 - Present
New Balance July 2013 - September 2013
SmartSource Rentals April 2013 - June 2013
New Balance June 2012 - September 2012
Colliers International April 2011 - March 2012
Fresenius Medical Care March 2006 - February 2011
Investors Bank & Trust December 2005 - February 2006
Professional Staffing Group August 2005 - December 2005
State Street September 1999 - May 2005
Skills
Active Directory, Troubleshooting, Microsoft Office, Software Documentation, Customer Service, Service Desk, Remedy Ticketing System, Security, Documentation, Ghost Imaging, Test Equipment, CompTIA A+ Certification, Technical Support
Education
Millennium Training Institute 2013 — 2014
Network Systems Specialist
Taunton High School 1984 — 1988
Diploma, General Studies
Kelly (Kindelspire) Crust Kelly (Kindelspire) Crust's State Street Experience April 2013 - August 2013
Job Burns & McDonnell
Industry Accounting
Experience
Burns & McDonnell August 2013 - Present
State Street April 2013 - August 2013
State Street May 2012 - April 2013
O'Reilly Auto Parts December 2011 - May 2012
Empire Bank May 2009 - January 2012
Skills
Accounting, Tax, Bookkeeping
Education
Missouri State University
Bachelor of Science, Accounting
Burns & McDonnell August 2013 - Present
State Street April 2013 - August 2013
State Street May 2012 - April 2013
O'Reilly Auto Parts December 2011 - May 2012
Empire Bank May 2009 - January 2012
Skills
Accounting, Tax, Bookkeeping
Education
Missouri State University
Bachelor of Science, Accounting
Heather Schemmer Heather Schemmer's State Street Experience July 2011 - June 2014
Job Business Analyst at SunGard
Industry Financial Services
Experience
SunGard June 2014 - Present
State Street July 2011 - June 2014
Wellington Management February 2009 - February 2011
Wellington Management December 2005 - February 2009
Wellington Management February 2004 - December 2005
State Street November 1999 - October 2003
State Street April 1998 - November 1999
State Street January 1997 - April 1998
Skills
Financial Reporting, Bloomberg, Fund Accounting, Accounting, Banking, Equities, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds, Customer Service, Management, Microsoft Excel, Fixed Income, Auditing, Financial Services
Education
Missouri Western State University 1993 — 1996
Bachelor of Science (BS), Business Administration, Accounting Emphasis
SunGard June 2014 - Present
State Street July 2011 - June 2014
Wellington Management February 2009 - February 2011
Wellington Management December 2005 - February 2009
Wellington Management February 2004 - December 2005
State Street November 1999 - October 2003
State Street April 1998 - November 1999
State Street January 1997 - April 1998
Skills
Financial Reporting, Bloomberg, Fund Accounting, Accounting, Banking, Equities, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds, Customer Service, Management, Microsoft Excel, Fixed Income, Auditing, Financial Services
Education
Missouri Western State University 1993 — 1996
Bachelor of Science (BS), Business Administration, Accounting Emphasis
David Khem's State Street Experience November 2012 - Present
Job
Industry Accounting
Experience
State Street November 2012 - Present
Skills
Excel, Word, Microsoft Office, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Lowell 2004 — 2007
Bachelor, Management and Marketing
Middlesex Community College 2002 — 2004
Associate, Business Administration
State Street November 2012 - Present
Skills
Excel, Word, Microsoft Office, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Lowell 2004 — 2007
Bachelor, Management and Marketing
Middlesex Community College 2002 — 2004
Associate, Business Administration
James Mautino's State Street Experience 1995 - 2005
Job CCO at Aegon USA Investment Management, LLC
Industry Financial Services
Experience
Aegon USA Investment Management, LLC January 2014 - Present
Fifth Third Asset Management, Inc. August 2005 - January 2014
State Street 1995 - 2005
Education
Rockhurst University
Master of Business Administration (MBA)
Missouri State University 1986 — 1990
Aegon USA Investment Management, LLC January 2014 - Present
Fifth Third Asset Management, Inc. August 2005 - January 2014
State Street 1995 - 2005
Education
Rockhurst University
Master of Business Administration (MBA)
Missouri State University 1986 — 1990
Albert Shiue's State Street Experience September 2004 - December 2005
Job Assistant Product Manager at Pfizer Consumer Healthcare
Industry Marketing and Advertising
Experience
Pfizer Consumer Healthcare July 2014 - Present
ConAgra Foods June 2013 - August 2013
P&G India Ltd March 2013 - April 2013
Bridgewater Associates January 2011 - June 2012
International Fund Services August 2009 - January 2011
Investors Bank & Trust December 2005 - October 2007
State Street September 2004 - December 2005
Skills
Hedge Funds, Valuation, Financial Services, Cross-functional Team..., Financial Modeling, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
National Taiwan Normal University 2008 — 2009
Certificate, Chinese Language Studies
Middlebury College 2000 — 2004
BA, Economics
Pfizer Consumer Healthcare July 2014 - Present
ConAgra Foods June 2013 - August 2013
P&G India Ltd March 2013 - April 2013
Bridgewater Associates January 2011 - June 2012
International Fund Services August 2009 - January 2011
Investors Bank & Trust December 2005 - October 2007
State Street September 2004 - December 2005
Skills
Hedge Funds, Valuation, Financial Services, Cross-functional Team..., Financial Modeling, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
National Taiwan Normal University 2008 — 2009
Certificate, Chinese Language Studies
Middlebury College 2000 — 2004
BA, Economics
Ted Krause's State Street Experience July 2003 - September 2006
Job Investment Manager
Industry Financial Services
Experience
Creative Planning Inc. October 2014 - Present
Adams Dairy Bank October 2013 - September 2014
Equity Bank November 2007 - October 2013
Prairie Capital Management September 2006 - November 2007
State Street July 2003 - September 2006
Met-Life Resources September 2001 - January 2003
Education
Rockhurst University 2003 — 2005
MBA, Management
Missouri State University 1999 — 2003
Creative Planning Inc. October 2014 - Present
Adams Dairy Bank October 2013 - September 2014
Equity Bank November 2007 - October 2013
Prairie Capital Management September 2006 - November 2007
State Street July 2003 - September 2006
Met-Life Resources September 2001 - January 2003
Education
Rockhurst University 2003 — 2005
MBA, Management
Missouri State University 1999 — 2003
Bryan Meadows, MBA's State Street Experience June 2001 - June 2003
Job Project Controls Analyst at Black and Veatch
Industry Accounting
Experience
Black and Veatch May 2011 - Present
Army National Guard November 1993 - February 2015
Northrop Grumman Corporation May 2009 - May 2011
Waddell & Reed September 2005 - May 2009
State Street June 2001 - June 2003
Education
Rockhurst University 2007 — 2010
Masters, MBA
Missouri State University 1996 — 2001
Bachelor of Science (BS), Accounting
Black and Veatch May 2011 - Present
Army National Guard November 1993 - February 2015
Northrop Grumman Corporation May 2009 - May 2011
Waddell & Reed September 2005 - May 2009
State Street June 2001 - June 2003
Education
Rockhurst University 2007 — 2010
Masters, MBA
Missouri State University 1996 — 2001
Bachelor of Science (BS), Accounting
Chuck Nixon's State Street Experience
Job Asst. Vice President at State Street
Industry Accounting
Experience
State Street
Skills
Fund Accounting, Financial Analysis, Bloomberg
Education
Missouri Western State University 1990 — 1992
State Street
Skills
Fund Accounting, Financial Analysis, Bloomberg
Education
Missouri Western State University 1990 — 1992
Travis Leitterman's State Street Experience January 2013 - September 2013
Job Institutional Operations Specialist
Industry Financial Services
Experience
American Century Investments July 2015 - Present
American Century Investments June 2014 - March 2015
State Street January 2013 - September 2013
State Street July 2009 - December 2012
Blount International Inc. - Frederick Mfg Division February 2007 - June 2008
Henry Wurst, Inc. April 2004 - February 2007
State Street January 2001 - July 2003
State Street November 1999 - December 2000
Office of the Missouri State Auditor June 1998 - October 1999
Skills
Account Reconciliation, Accounting, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Internal Controls, Mutual Funds, Financial Accounting, Financial Analysis, Valuation, GAAP, General Ledger, Financial Statements, Process Improvement
Education
Missouri State University 1994 — 1998
BS
American Century Investments July 2015 - Present
American Century Investments June 2014 - March 2015
State Street January 2013 - September 2013
State Street July 2009 - December 2012
Blount International Inc. - Frederick Mfg Division February 2007 - June 2008
Henry Wurst, Inc. April 2004 - February 2007
State Street January 2001 - July 2003
State Street November 1999 - December 2000
Office of the Missouri State Auditor June 1998 - October 1999
Skills
Account Reconciliation, Accounting, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Internal Controls, Mutual Funds, Financial Accounting, Financial Analysis, Valuation, GAAP, General Ledger, Financial Statements, Process Improvement
Education
Missouri State University 1994 — 1998
BS
Amanda Kovac's State Street Experience July 2012 - July 2013
Job Paralegal
Industry Legal Services
Experience
Hope House December 2013 - July 2014
State Street July 2012 - July 2013
Legal Aid of Western Missouri January 2008 - July 2012
Smith Law Group July 2007 - January 2008
Missouri Department of Transportation April 2005 - June 2007
Saint Joseph Public Library July 2000 - March 2005
Legal Aid of Western Missouri - Saint Joseph January 2003 - December 2004
Skills
Legal Research, Legal Assistance, Legal Documents, Customer Service, Customer Retention, Customer Satisfaction, Paralegals, Data Entry, Database Administration, Litigation Preparation, Medicaid, Contract Law, Healthcare, Fair Housing, Westlaw, Transportation Law, Corporate Law, case handling, Property Law, Civil Rights Law, Family Mediation, Domestic Relations, Juvenile Law, Juvenile Court, Eminent Domain, Outdoor Advertising, State Government, Microsoft Office, Timekeeping, Community Outreach, payment processing, Appointment Scheduling, Calendar Planning, Multi Tasking, Multi-line Phone, Filing, Critical Thinking, Writing, Active Learning, Oral Communication, Clerical, Organization, Coordination, Teamwork
Education
Missouri Western State University 2000 — 2004
Bachelor of Science, Criminal Justice / Legal Studies
Hope House December 2013 - July 2014
State Street July 2012 - July 2013
Legal Aid of Western Missouri January 2008 - July 2012
Smith Law Group July 2007 - January 2008
Missouri Department of Transportation April 2005 - June 2007
Saint Joseph Public Library July 2000 - March 2005
Legal Aid of Western Missouri - Saint Joseph January 2003 - December 2004
Skills
Legal Research, Legal Assistance, Legal Documents, Customer Service, Customer Retention, Customer Satisfaction, Paralegals, Data Entry, Database Administration, Litigation Preparation, Medicaid, Contract Law, Healthcare, Fair Housing, Westlaw, Transportation Law, Corporate Law, case handling, Property Law, Civil Rights Law, Family Mediation, Domestic Relations, Juvenile Law, Juvenile Court, Eminent Domain, Outdoor Advertising, State Government, Microsoft Office, Timekeeping, Community Outreach, payment processing, Appointment Scheduling, Calendar Planning, Multi Tasking, Multi-line Phone, Filing, Critical Thinking, Writing, Active Learning, Oral Communication, Clerical, Organization, Coordination, Teamwork
Education
Missouri Western State University 2000 — 2004
Bachelor of Science, Criminal Justice / Legal Studies
Brian Swartz's State Street Experience June 2009 - July 2009
Job Product Manager at InsightSquared
Industry Computer Software
Experience
InsightSquared April 2014 - Present
Pico Ski Club November 2012 - Present
InsightSquared January 2014 - April 2014
InsightSquared October 2012 - December 2013
Innovations for Poverty Action May 2010 - June 2012
State Street June 2009 - July 2009
Ze-gen, Inc. June 2008 - July 2008
Velocity Financial Group June 2008 - July 2008
Education
Middlebury College 2006 — 2010
BA, Economics
School for International Training - Nairobi 2008 — 2008
Development & Health
Killington Mountain School 2000 — 2005
InsightSquared April 2014 - Present
Pico Ski Club November 2012 - Present
InsightSquared January 2014 - April 2014
InsightSquared October 2012 - December 2013
Innovations for Poverty Action May 2010 - June 2012
State Street June 2009 - July 2009
Ze-gen, Inc. June 2008 - July 2008
Velocity Financial Group June 2008 - July 2008
Education
Middlebury College 2006 — 2010
BA, Economics
School for International Training - Nairobi 2008 — 2008
Development & Health
Killington Mountain School 2000 — 2005
Jerome Shannon's State Street Experience September 2013 - Present
Job Sr Project Manager Consultant at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
State Street Corp 2004 - October 2012
State Street Bank January 2000 - January 2004
State Street Bank January 1998 - January 2000
State Street Bank March 1997 - January 1998
MCI Telecommuncations inc. February 1995 - February 1997
Skills
PMO, Middle Office, Access, Customer Relations, Change Management, Vendor Management, Process Improvement, Outsourcing, PMP, Vendor Relations, SDLC, Team Management, Team Leadership, Team Building, Mergers, Client Services, Problem Solving, Word, Requirements Gathering, Program Management, Financial Services, Microsoft Word, Risk Management, Mergers & Acquisitions, Software Project..., Customer Service, Business Analysis, Project Management, Analysis, Business Process, Testing, Banking, Integration, Leadership, Business Development, Management, Business Requirements, Training, Telecommunications, IT Strategy, Portfolio Management, Project Delivery, Governance, Resource Management, Requirements Analysis, Project Portfolio..., Systems Analysis
Education
Scrum.Org 2014 — 2015
Certification, Scrum Framework, Certified
Project Management Institute 2007 — 2007
Project Management Certification, Project Management
American Management Assiciation Training 2000 — 2004
Certifications-Technical Management, Technical Writing, LAN/WAN Technology, Fame Relay Technology, M, Information Technology, Certified
Disaster Recovery International 1999 — 2000
Certified, Business Disaster and Continuity Recovery
The George Washington University 1999 — 1999
Project Management Analysis and Control, Project Management, Completed
Middlesex Community College 1973 — 1975
Certified Mental Health Technician, Psychology
State Street September 2013 - Present
State Street Corp 2004 - October 2012
State Street Bank January 2000 - January 2004
State Street Bank January 1998 - January 2000
State Street Bank March 1997 - January 1998
MCI Telecommuncations inc. February 1995 - February 1997
Skills
PMO, Middle Office, Access, Customer Relations, Change Management, Vendor Management, Process Improvement, Outsourcing, PMP, Vendor Relations, SDLC, Team Management, Team Leadership, Team Building, Mergers, Client Services, Problem Solving, Word, Requirements Gathering, Program Management, Financial Services, Microsoft Word, Risk Management, Mergers & Acquisitions, Software Project..., Customer Service, Business Analysis, Project Management, Analysis, Business Process, Testing, Banking, Integration, Leadership, Business Development, Management, Business Requirements, Training, Telecommunications, IT Strategy, Portfolio Management, Project Delivery, Governance, Resource Management, Requirements Analysis, Project Portfolio..., Systems Analysis
Education
Scrum.Org 2014 — 2015
Certification, Scrum Framework, Certified
Project Management Institute 2007 — 2007
Project Management Certification, Project Management
American Management Assiciation Training 2000 — 2004
Certifications-Technical Management, Technical Writing, LAN/WAN Technology, Fame Relay Technology, M, Information Technology, Certified
Disaster Recovery International 1999 — 2000
Certified, Business Disaster and Continuity Recovery
The George Washington University 1999 — 1999
Project Management Analysis and Control, Project Management, Completed
Middlesex Community College 1973 — 1975
Certified Mental Health Technician, Psychology
Angela Droege's State Street Experience September 2013 - Present
Job Assistant Director, Officer Compliance at State Street
Industry Banking
Experience
State Street September 2013 - Present
State Street August 2012 - September 2013
State Street Bank December 2008 - July 2012
American Century Investments 1996 - 2006
Skills
Financial Services, Bloomberg, Series 63, Series 7, Securities, Mutual Funds, Series 6, Risk Management, Financial Analysis, Investment Strategies, Asset Allocation, Investments, Equities, Asset Managment, Portfolio Management
Education
Missouri Western State University
Bachelor of Arts, Psychology & Criminal Justice
University of Phoenix
Master's degree, Business Administration and Management, General
State Street September 2013 - Present
State Street August 2012 - September 2013
State Street Bank December 2008 - July 2012
American Century Investments 1996 - 2006
Skills
Financial Services, Bloomberg, Series 63, Series 7, Securities, Mutual Funds, Series 6, Risk Management, Financial Analysis, Investment Strategies, Asset Allocation, Investments, Equities, Asset Managment, Portfolio Management
Education
Missouri Western State University
Bachelor of Arts, Psychology & Criminal Justice
University of Phoenix
Master's degree, Business Administration and Management, General
Kerry Wittrock's State Street Experience February 2015 - June 2015
Job Data Research Assistant at Arrowhead General Insurance Agency
Industry Insurance
Experience
Arrowhead General Insurance Agency June 2015 - Present
State Street February 2015 - June 2015
Missouri Western State University--St. Joseph, MO August 2012 - December 2013
Frontline Casino August 2005 - September 2012
Skills
Mathematics, Gaming, Casino, Poker, Customer Service, Casino Gaming, Statistics
Education
Missouri Western State University 2012 — 2014
B.S, Mathematics
Arrowhead General Insurance Agency June 2015 - Present
State Street February 2015 - June 2015
Missouri Western State University--St. Joseph, MO August 2012 - December 2013
Frontline Casino August 2005 - September 2012
Skills
Mathematics, Gaming, Casino, Poker, Customer Service, Casino Gaming, Statistics
Education
Missouri Western State University 2012 — 2014
B.S, Mathematics
Jegors Jeskovs's State Street Experience December 2013 - December 2014
Job Assurance at EY
Industry Financial Services
Experience
EY January 2015 - Present
State Street December 2013 - December 2014
VMS Auto Export LLC October 2007 - January 2012
Coldwell Banker May 2004 - January 2009
Skills
Accounting, Real Estate, Customer Service, Financial Accounting, Financial Reporting, Financial Analysis, Time Management, PowerPoint, Forecasting, Microsoft Excel, Microsoft Word, Finance, Budgets, Tax Preparation, Teamwork
Education
UMass Boston 2009 — 2013
Bachelor of Science (BS), Accounting / Finance
Middlesex Community College 2007 — 2009
Associate's Of Business, Accounting and Finance
EY January 2015 - Present
State Street December 2013 - December 2014
VMS Auto Export LLC October 2007 - January 2012
Coldwell Banker May 2004 - January 2009
Skills
Accounting, Real Estate, Customer Service, Financial Accounting, Financial Reporting, Financial Analysis, Time Management, PowerPoint, Forecasting, Microsoft Excel, Microsoft Word, Finance, Budgets, Tax Preparation, Teamwork
Education
UMass Boston 2009 — 2013
Bachelor of Science (BS), Accounting / Finance
Middlesex Community College 2007 — 2009
Associate's Of Business, Accounting and Finance
Katy Alvarez's State Street Experience December 2005 - August 2007
Job Account Manager at State Street Bank
Industry Banking
Experience
State Street Bank July 2013 - Present
State Savings Bank September 2007 - June 2013
State Street December 2005 - August 2007
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Fund Accounting, Securities, Fixed Income, Account Reconciliation, Financial Services, Management, Internal Audit, Auditing, Mutual Funds
Education
Missouri Western State University 2001 — 2005
Bachelor's degree, Accounting
State Street Bank July 2013 - Present
State Savings Bank September 2007 - June 2013
State Street December 2005 - August 2007
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Fund Accounting, Securities, Fixed Income, Account Reconciliation, Financial Services, Management, Internal Audit, Auditing, Mutual Funds
Education
Missouri Western State University 2001 — 2005
Bachelor's degree, Accounting
Mike Bonham's State Street Experience February 2000 - Present
Job Global Human Resource Shared Services at State Street
Industry Financial Services
Experience
State Street February 2000 - Present
Skills
Fund Accounting, Retirement Planning, Process Improvement, Operational Risk, Operational Risk..., Fixed Income, Insurance, Mutual Funds, Equities, Global Custody, Securities, Swaps, Derivatives, Disaster Recovery
Education
MidAmerica Nazarene University
Master of Business Administration (MBA)
State Street February 2000 - Present
Skills
Fund Accounting, Retirement Planning, Process Improvement, Operational Risk, Operational Risk..., Fixed Income, Insurance, Mutual Funds, Equities, Global Custody, Securities, Swaps, Derivatives, Disaster Recovery
Education
MidAmerica Nazarene University
Master of Business Administration (MBA)
Candace Prescher's State Street Experience January 2010 - May 2010
Job Tax Preparer at Taylor, Thompson, & Hausman LLC
Industry Accounting
Experience
Taylor, Thompson, & Hausman LLC February 2011 - Present
Triumph Foods 2010 - Present
State Street January 2010 - May 2010
Education
Missouri Western State University 2005 — 2010
Taylor, Thompson, & Hausman LLC February 2011 - Present
Triumph Foods 2010 - Present
State Street January 2010 - May 2010
Education
Missouri Western State University 2005 — 2010
Robert Palladino's State Street Experience June 2009 - September 2010
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
State Street Bank September 2012 - April 2014
State Street Bank October 2010 - August 2012
State Street June 2009 - September 2010
Skills
Bloomberg, Foreign Exchange, Trading, Bloomberg Terminal, Proprietary Trading, Fixed Income, FX Options, FX trading, Currency, Financial Markets, Capital Markets, Financial Modeling, Options, Risk Management, Financial Risk, Hedge Funds, Traders, Market Making, Hedging, Finance, Derivatives
Education
Middlebury College 2005 — 2009
B.A., Political Science, Spanish
Belmont Hill School 1999 — 2005
Deutsche Bank June 2014 - Present
State Street Bank September 2012 - April 2014
State Street Bank October 2010 - August 2012
State Street June 2009 - September 2010
Skills
Bloomberg, Foreign Exchange, Trading, Bloomberg Terminal, Proprietary Trading, Fixed Income, FX Options, FX trading, Currency, Financial Markets, Capital Markets, Financial Modeling, Options, Risk Management, Financial Risk, Hedge Funds, Traders, Market Making, Hedging, Finance, Derivatives
Education
Middlebury College 2005 — 2009
B.A., Political Science, Spanish
Belmont Hill School 1999 — 2005
Mark Audrain, CFE's State Street Experience August 2008 - February 2011
Job
Industry Financial Services
Experience
Financial Industry Regulatory Authority February 2011 - Present
State Street August 2008 - February 2011
OakStar Bank March 2007 - July 2008
US Bank June 2006 - March 2007
Education
Missouri State University 2006 — 2008
Masters
Missouri State University 2002 — 2006
Bachelor's of Music
Financial Industry Regulatory Authority February 2011 - Present
State Street August 2008 - February 2011
OakStar Bank March 2007 - July 2008
US Bank June 2006 - March 2007
Education
Missouri State University 2006 — 2008
Masters
Missouri State University 2002 — 2006
Bachelor's of Music
Taryn Siemens's State Street Experience February 2012 - February 2013
Job at
Industry Financial Services
Experience
Hudson Crop Insurance January 2015 - Present
BoomShackaLacka, LLC November 2013 - Present
Hudson Insurance Group February 2013 - January 2015
State Street February 2012 - February 2013
State Street March 2010 - February 2012
Schultz, Wood, & Rapp, P.C. January 2010 - March 2010
The Boogie/ Bubbles Champagne Lounge August 2007 - March 2010
IRS Volunteer Income Tax Assistance January 2009 - April 2009
State Bank of Southwest Missouri May 2007 - May 2008
Skills
Fund Accounting, Accounting, General Ledger, Microsoft Excel, Tax, Budgets, SQL, VBA, Analysis, Fund Administration, Accruals, FoxPro, Software, FundSuite SX, Microsoft Visual FoxPro, GCOM2, Microsoft SQL Server, Access Database, Data Analysis, Data Mining, Relational Databases, Data Reconciliation, Project Management
Education
Missouri State University 2008 — 2009
Master of Business Administration, Finance/ Product Development
Missouri State University 2004 — 2008
Bachelor of Science, Accounting. Minor: Economics
Hudson Crop Insurance January 2015 - Present
BoomShackaLacka, LLC November 2013 - Present
Hudson Insurance Group February 2013 - January 2015
State Street February 2012 - February 2013
State Street March 2010 - February 2012
Schultz, Wood, & Rapp, P.C. January 2010 - March 2010
The Boogie/ Bubbles Champagne Lounge August 2007 - March 2010
IRS Volunteer Income Tax Assistance January 2009 - April 2009
State Bank of Southwest Missouri May 2007 - May 2008
Skills
Fund Accounting, Accounting, General Ledger, Microsoft Excel, Tax, Budgets, SQL, VBA, Analysis, Fund Administration, Accruals, FoxPro, Software, FundSuite SX, Microsoft Visual FoxPro, GCOM2, Microsoft SQL Server, Access Database, Data Analysis, Data Mining, Relational Databases, Data Reconciliation, Project Management
Education
Missouri State University 2008 — 2009
Master of Business Administration, Finance/ Product Development
Missouri State University 2004 — 2008
Bachelor of Science, Accounting. Minor: Economics
Adriane Blekeberg's State Street Experience February 2007 - January 2009
Job Accounting Professional
Industry Accounting
Experience
State Street February 2007 - January 2009
Education
Missouri State University 2003 — 2007
Bachlor of Science, Accounting
State Street February 2007 - January 2009
Education
Missouri State University 2003 — 2007
Bachlor of Science, Accounting
Daniel Malere's State Street Experience June 2011 - Present
Job Accounting Analyst at Shook, Hardy & Bacon L.L.P.
Industry Financial Services
Experience
Shook, Hardy & Bacon L.L.P. October 2014 - Present
State Street June 2011 - Present
H&R Block October 2011 - May 2012
AMERICAN INN HOTEL May 2010 - June 2011
Skills
General Ledger, Microsoft Office, Microsoft Excel, QuickBooks, Microsoft Word, Customer Service, PowerPoint, Tax, Fund Suite SX, Bloomberg, Cash Flow Statements, GAAP Checklists, FS Preps, POI Preps, Peachtree, •Prepare, review, and..., Schedules of Investments, Trial Balance, Balance Sheet, tax returns, tax issues, Securities, Accounting, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Statements, Account Reconciliation, Budgets, Cash Flow Statement, Commercial Receivables..., Finance, Financial Reporting, GCom Software, Multi Currency Horizon, general ledger..., securities processing, SEC and IRS compliance, FAS 157 and FAS 161..., P&L Statement
Education
Keller Graduate School of Management 2012 — 2014
Master's Degree, Masters of Science in Accounting & Finance: CPA
Missouri State University 2002 — 2007
Bachelor's Degree, Bachelor of Science in Accounting with a minor in Marketing
Shook, Hardy & Bacon L.L.P. October 2014 - Present
State Street June 2011 - Present
H&R Block October 2011 - May 2012
AMERICAN INN HOTEL May 2010 - June 2011
Skills
General Ledger, Microsoft Office, Microsoft Excel, QuickBooks, Microsoft Word, Customer Service, PowerPoint, Tax, Fund Suite SX, Bloomberg, Cash Flow Statements, GAAP Checklists, FS Preps, POI Preps, Peachtree, •Prepare, review, and..., Schedules of Investments, Trial Balance, Balance Sheet, tax returns, tax issues, Securities, Accounting, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Statements, Account Reconciliation, Budgets, Cash Flow Statement, Commercial Receivables..., Finance, Financial Reporting, GCom Software, Multi Currency Horizon, general ledger..., securities processing, SEC and IRS compliance, FAS 157 and FAS 161..., P&L Statement
Education
Keller Graduate School of Management 2012 — 2014
Master's Degree, Masters of Science in Accounting & Finance: CPA
Missouri State University 2002 — 2007
Bachelor's Degree, Bachelor of Science in Accounting with a minor in Marketing
Ted Randall's State Street Experience 2001 - Present
Job at State Street
Industry Banking
Experience
State Street 2001 - Present
US Bank 1993 - 2001
Grant Thornton LLP 1989 - 1993
Arthur Andersen & Company 1987 - 1989
Skills
Compliance, Legal Services, Federal Taxation, ERISA, Securities, Tax, Corporate Governance, Accounting, Risk Management, Investments
Education
University of Missouri-Kansas City School of Law 1986 — 1987
LL.M. in Taxation
University of Missouri-Kansas City School of Law 1983 — 1986
J.D.
Missouri State University 1976 — 1981
B.S. in Education, (History)
State Street 2001 - Present
US Bank 1993 - 2001
Grant Thornton LLP 1989 - 1993
Arthur Andersen & Company 1987 - 1989
Skills
Compliance, Legal Services, Federal Taxation, ERISA, Securities, Tax, Corporate Governance, Accounting, Risk Management, Investments
Education
University of Missouri-Kansas City School of Law 1986 — 1987
LL.M. in Taxation
University of Missouri-Kansas City School of Law 1983 — 1986
J.D.
Missouri State University 1976 — 1981
B.S. in Education, (History)
Julie Nixon's State Street Experience July 2004 - October 2012
Job Accountant at Little Blue Valley Sewer District
Industry Financial Services
Experience
Little Blue Valley Sewer District October 2012 - Present
State Street July 2004 - October 2012
State Street Bank January 2001 - July 2004
State Street Bank January 2000 - January 2001
Skills
Fund Accounting, Financial Services, Mutual Funds, Securities, Fixed Income, Account Reconciliation, Bloomberg, Management, Account Management, Accounting, Financial Analysis, Global Custody, Investment Accounting, Accounts Receivable, Accounts Payable, Relationship Management, Public Sector Accounting, Public Procurement, Purchasing, Microsoft Excel, Microsoft Word
Education
Missouri Western State University 1996 — 1999
Bachelor's degree, French Studies
Little Blue Valley Sewer District October 2012 - Present
State Street July 2004 - October 2012
State Street Bank January 2001 - July 2004
State Street Bank January 2000 - January 2001
Skills
Fund Accounting, Financial Services, Mutual Funds, Securities, Fixed Income, Account Reconciliation, Bloomberg, Management, Account Management, Accounting, Financial Analysis, Global Custody, Investment Accounting, Accounts Receivable, Accounts Payable, Relationship Management, Public Sector Accounting, Public Procurement, Purchasing, Microsoft Excel, Microsoft Word
Education
Missouri Western State University 1996 — 1999
Bachelor's degree, French Studies
Jill Olvera's State Street Experience November 2012 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street November 2012 - Present
State Street August 2005 - October 2012
State Street March 2004 - August 2005
State Street December 2001 - March 2004
Kforce Inc. November 2000 - December 2001
Hallmark Cards December 1999 - November 2000
Education
Missouri Western State University 1994 — 1999
BSBA, Business Management
State Street November 2012 - Present
State Street August 2005 - October 2012
State Street March 2004 - August 2005
State Street December 2001 - March 2004
Kforce Inc. November 2000 - December 2001
Hallmark Cards December 1999 - November 2000
Education
Missouri Western State University 1994 — 1999
BSBA, Business Management
Lavanya P. Munikrishnan's State Street Experience November 2007 - April 2013
Job Senior IT Engineer at Stinger Ghaffarian Technologies (Volpe National Transportation System)
Industry Financial Services
Experience
Stinger Ghaffarian Technologies (SGT) August 2014 - Present
Reit Management and Research, LLC April 2013 - August 2014
State Street November 2007 - April 2013
Horizon International Trd. Inc. November 2006 - April 2013
FM Global March 2009 - August 2009
Net-O2 Technologies 2004 - 2006
Skills
.NET, SQL, Microsoft SQL Server, T-SQL, XML, Business Analysis, VB.NET, Visual Studio, Agile Methodologies, Business Intelligence, Entity Framework, Database Design, XSLT, LINQ, jQuery, ASP.NET, PL/SQL, AJAX, SDLC, SSRS, WCF Services, FDD, Oracle PL/SQL..., C# 3.0, Datawarehousing, SSIS, SharePoint, JavaScript, SharePoint Designer, Advanced CSS, C, agil, Data Warehousing, C#
Education
Middlesex University 2002 — 2004
MS, Computer Networks
Madras University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Engineering
Stinger Ghaffarian Technologies (SGT) August 2014 - Present
Reit Management and Research, LLC April 2013 - August 2014
State Street November 2007 - April 2013
Horizon International Trd. Inc. November 2006 - April 2013
FM Global March 2009 - August 2009
Net-O2 Technologies 2004 - 2006
Skills
.NET, SQL, Microsoft SQL Server, T-SQL, XML, Business Analysis, VB.NET, Visual Studio, Agile Methodologies, Business Intelligence, Entity Framework, Database Design, XSLT, LINQ, jQuery, ASP.NET, PL/SQL, AJAX, SDLC, SSRS, WCF Services, FDD, Oracle PL/SQL..., C# 3.0, Datawarehousing, SSIS, SharePoint, JavaScript, SharePoint Designer, Advanced CSS, C, agil, Data Warehousing, C#
Education
Middlesex University 2002 — 2004
MS, Computer Networks
Madras University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Engineering
Kevin Unger's State Street Experience 1987 - 2007
Job Senior Accountant/Auditor at Unger & Associates PC
Industry Accounting
Experience
Unger & Associates PC December 2007 - Present
State Street 1987 - 2007
Skills
Tax, Financial Accounting, QuickBooks, Accounting, Financial Reporting, Accounts Payable, Income Tax, Fixed Assets, Tax Returns, Journal Entries, Cash Flow, General Ledger, Auditing, Bank Reconciliation, Tax Accounting, Bookkeeping, Tax Preparation, Account Reconciliation, Accounts Receivable, Accruals, Corporate Tax, External Audit, Financial Statements, US GAAP, CPA, Ice Hockey, Sports Leagues
Education
Missouri Western State University 1981 — 1986
Bachelor of Business Administration (BBA), Accounting
Unger & Associates PC December 2007 - Present
State Street 1987 - 2007
Skills
Tax, Financial Accounting, QuickBooks, Accounting, Financial Reporting, Accounts Payable, Income Tax, Fixed Assets, Tax Returns, Journal Entries, Cash Flow, General Ledger, Auditing, Bank Reconciliation, Tax Accounting, Bookkeeping, Tax Preparation, Account Reconciliation, Accounts Receivable, Accruals, Corporate Tax, External Audit, Financial Statements, US GAAP, CPA, Ice Hockey, Sports Leagues
Education
Missouri Western State University 1981 — 1986
Bachelor of Business Administration (BBA), Accounting
Jonna Martin's State Street Experience May 2001 - April 2004
Job Director of Client Services at Informa Investment Solutions
Industry Information Services
Experience
Informa July 2012 - Present
Informa Investment Solutions May 2008 - July 2012
Informa November 2004 - May 2008
State Street May 2001 - April 2004
Deutsche Bank June 1997 - May 2001
Education
Middle Tennessee State University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Informa July 2012 - Present
Informa Investment Solutions May 2008 - July 2012
Informa November 2004 - May 2008
State Street May 2001 - April 2004
Deutsche Bank June 1997 - May 2001
Education
Middle Tennessee State University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tyler Nixdorf's State Street Experience January 2008 - June 2013
Job Financial Reporting Analyst at National Association of Insurance Commissioners (NAIC)
Industry Financial Services
Experience
National Association of Insurance Commissioners (NAIC) June 2013 - Present
State Street January 2008 - June 2013
Skills
Financial Reporting, Management, Accounting, Training, Derivatives, Securities, Hedge Funds, Financial Analysis, Insurance, Bloomberg
Education
Missouri State University 2005 — 2007
Bachelors, Finance
National Association of Insurance Commissioners (NAIC) June 2013 - Present
State Street January 2008 - June 2013
Skills
Financial Reporting, Management, Accounting, Training, Derivatives, Securities, Hedge Funds, Financial Analysis, Insurance, Bloomberg
Education
Missouri State University 2005 — 2007
Bachelors, Finance
Molly Boire's State Street Experience August 2010 - Present
Job Derivatives COE Project Analyst
Industry Financial Services
Experience
State Street August 2010 - Present
State Street October 1998 - August 2010
Skills
Fixed Income, Portfolio Management, Derivatives, Banking, Microsoft Excel, Microsoft Office
Education
Milwaukee Area Technical College
Computer Science
State Street August 2010 - Present
State Street October 1998 - August 2010
Skills
Fixed Income, Portfolio Management, Derivatives, Banking, Microsoft Excel, Microsoft Office
Education
Milwaukee Area Technical College
Computer Science
Lisa Spyridonidis's State Street Experience April 1999 - Present
Job Client Operations Manager at State Street
Industry Financial Services
Experience
State Street April 1999 - Present
Education
Michigan State University 1984 — 1989
BA, Marketing
State Street April 1999 - Present
Education
Michigan State University 1984 — 1989
BA, Marketing
Grant Kessler's State Street Experience June 2007 - Present
Job Accounting Associate 2 at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Excelsior Springs School District August 2005 - May 2007
Education
Missouri Western State University 2001 — 2005
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Maple Woods Community College 2001 — 2001
General Studies
State Street June 2007 - Present
Excelsior Springs School District August 2005 - May 2007
Education
Missouri Western State University 2001 — 2005
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Maple Woods Community College 2001 — 2001
General Studies
Evan Richey's State Street Experience July 2013 - Present
Job Fund Administrator at State Street
Industry Accounting
Experience
State Street July 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking
Education
Missouri State University 2008 — 2013
Bachelor's Degree, Accounting
State Street July 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking
Education
Missouri State University 2008 — 2013
Bachelor's Degree, Accounting
Michael Galindo's State Street Experience December 2012 - March 2014
Job Business Analyst at CoxHealth
Industry Hospital & Health Care
Experience
CoxHealth March 2014 - Present
State Street December 2012 - March 2014
State Street March 2010 - December 2012
Skills
Bloomberg, Mutual Funds, Fund Administration, Equities, Fixed Income, Securities, Derivatives, Financial Reporting, Investments, Account Reconciliation
Education
Baker University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri State University 2007 — 2009
Bachelor of Science (B.S.), Finance, General
CoxHealth March 2014 - Present
State Street December 2012 - March 2014
State Street March 2010 - December 2012
Skills
Bloomberg, Mutual Funds, Fund Administration, Equities, Fixed Income, Securities, Derivatives, Financial Reporting, Investments, Account Reconciliation
Education
Baker University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri State University 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Mitchell McCauslin's State Street Experience August 2009 - April 2011
Job Revenue Accountant
Industry Oil & Energy
Experience
Morningstar Partners, LP May 2015 - Present
Athlon Energy April 2014 - April 2015
Chesapeake Energy May 2011 - April 2014
State Street August 2009 - April 2011
Skills
Microsoft Excel, Account Reconciliation, Natural Gas, Analysis, Microsoft Office
Education
Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Morningstar Partners, LP May 2015 - Present
Athlon Energy April 2014 - April 2015
Chesapeake Energy May 2011 - April 2014
State Street August 2009 - April 2011
Skills
Microsoft Excel, Account Reconciliation, Natural Gas, Analysis, Microsoft Office
Education
Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.