State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Commonwealth Bank of Australia May 2011 - January 2013
J.P. Morgan June 2010 - December 2010
Harrods December 2008 - October 2009
J.P. Morgan May 2007 - October 2008
State Street September 2006 - May 2007
Westpac May 2004 - July 2006
Skills
Corporate Finance, Banking, Credit, Loans, Retail Banking, Portfolio Management, Credit Risk, Credit Analysis, Commercial Banking, Risk Management, Financial Risk, Wealth Management, Financial Analysis, Investments
Education
Monash University 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Taylor College 1999 — 2000
Certificate IV in Business
State Street November 2014 - Present
Simon Graduate School of Business, University of Rochester January 2010 - Present
Moody's Corporation July 2013 - November 2014
Aurelian Global Holdings March 2013 - July 2013
J H Darbie & Co. December 2012 - March 2013
Auriga USA, LLC August 2011 - January 2012
SAS experience March 2011 - June 2011
Simon Graduate School of Business, University of Rochester January 2010 - June 2011
Optimization and Stochastic Simulation January 2010 - June 2011
KPMG April 2008 - October 2009
Skills
Financial Modeling, Valuation, Quantitative Analysis, SAS, SPSS, Statistics, DCF, Eviews, Corporate Finance, Financial Analysis, Economics, Crystal Ball, Monte Carlo Simulation, Optimization, Regression Testing, Discrete Event..., Game Theory, Multivariate Statistics, CAPM, Options Pricing, Pricing, Decision Trees, Event Study, Firm Valuation, Time Series Analysis, MBA, Investment Banking, Asset Managment, Midtown, Black-Scholes, Economic Value Added, Portfolio Optimization, Problem Solving, M&A Modeling, Mergers, Acquistions, Capital Raising, Negotiation, Multilingual, Russian, Georgian, French, English, Financial Statement..., International Business..., Energy, Telecommunications, Renewable Energy, Big 4, CFA Candidate
Education
University of Rochester - Simon Business School 2009 — 2011
Master of Science in Business Administration, Finance, Business Systems Consulting
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2006 — 2008
Master of Arts, Economics
Moscow State Institute of International Relations (University) MFA Russia (MGIMO 2002 — 2006
Bachelor of Arts, Economics
American Express April 2013 - Present
State Street February 2012 - December 2012
University of Bridgeport December 2010 - April 2011
Skills
Salesforce.com..., Business Analysis, Project Management, Agile & Waterfall..., Requirements Gathering, Requirements Analysis, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Training, Commodity Markets, Derivatives, Rally, Documentation, Testing, Project Implementation, Adobe Acrobat, Data Analysis, Data Migration, SDLC, SharePoint, CRM, Teamwork
Education
University of Bridgeport 2008 — 2011
Master of Business Administration (MBA), Finance, General, 3.7 GPA
Modern School
High School
Punjab Technical University
Bachelor of Technology (BTech)
State Street May 2015 - Present
Citizens Property Insurance Corporation July 2013 - April 2015
TJX February 2012 - July 2013
Wipro Technologies April 2006 - July 2013
BNY Mellon January 2010 - January 2012
FedEx January 2009 - January 2010
Kodak Gallery July 2008 - November 2008
Dell October 2006 - June 2008
FedEx April 2006 - August 2006
APFD June 2001 - March 2006
Skills
Test Management, QTP, Test Automation, Quality Center, User Acceptance Testing, Test Planning, Test Strategy, Defect Tracking, Test Estimation, System Integration..., Test Cases, Test Execution, Manual Testing, System Testing, Regression Testing, VBScript, XML, Integration Testing, Oracle, Testing, SQL, Requirements Analysis, Automation, Unix, Software Quality..., LoadRunner, Performance Testing, Microsoft SQL Server, Agile Testing, HP Quality Center, HP QTP, JIRA, WinRunner
Education
Karnataka State Open University (KSOU) 2003 — 2005
Master of Science (MSc) IT, Information Technology
National Institute of Information Technology 1998 — 2011
GNIIT, Information Technology
Osmania University 1997 — 2000
Bachelor of Science (BSc), Computer science
State Street November 2014 - Present
Smith & Nephew October 2014 - November 2014
Fall River City Hall September 2013 - December 2013
Massachusetts Culture Council June 2013 - July 2013
Bank of China June 2012 - August 2012
Standard Chartered Bank February 2012 - May 2012
Skills
Community Outreach, Student Affairs, Matlab, Tutoring, Student Development, SPSS, Fundraising, Teaching, PowerPoint, Higher Education, Microsoft Office, Program Development, Student Leadership, Curriculum Design, Data Analysis, Research, Nonprofits, Science, Statistics, Grant Writing, University Teaching, Public Speaking, Event Planning, Mutual Funds, Microsoft Excel, Financial Reporting, Information Analysis, financial analysis
Education
University of Massachusetts Dartmouth 2012 — 2014
Master of Business Administration (MBA), Finance, General
Nanjing University
Nanjing University
Ameriprise Financial Services, Inc. November 2012 - Present
Mount Ida College October 2006 - June 2012
Mount Ida College June 2004 - October 2006
State Street 1999 - 2003
Education
Mount Ida College 2003 — 2007
Business Administration and Management, General
Suffolk County Community College 1995 — 1996
State Street April 2011 - Present
State Street December 2007 - November 2008
Aviva January 2005 - June 2007
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Finance, Mutual Funds, Banking, Accounts Payable, Financial Services, Securities, Access, Microsoft Excel, Investments, Risk Management, Accounts Receivable
Education
Mount Ida College 1996 — 2000
BA, Legal Studies
State Street December 2007 - Present
State Street December 2007 - Present
Rogerson Communities July 2004 - December 2007
Tufts Health Plan 2002 - 2004
Scor Re 2000 - 2001
Marsh & McLennan Companies 1998 - 2000
United Cerebral Palsy New York City May 1996 - August 1998
The Paris Post-Intelligencer May 1993 - February 1996
Skills
Marketing Communications, Promotional Marketing, Social Media Marketing, Social Media, Marketing Strategy, Data Analysis, Integrated Marketing..., Digital Marketing, Internal Communications, Data Mining, Multi-channel Marketing, Multi-media Marketing..., Content Management, Content Marketing, Content Strategy, Corporate Communications, Facebook, Community Outreach, Integrated Marketing, Intranet, Digital Media, Writing, Public Relations, Twitter, Blogging, Social Networking, Brand Awareness, Corporate Blogging, Internet, Radian6, Photoshop, Actiance, BuddyMedia, Digital Communication..., Strategic Communications, Dreamweaver, Illustrator, Adobe Creative Suite, Online Marketing, Editing, Management, Leadership, Newsletters, Nonprofits, Public Speaking, Press Releases, Strategy, Media Relations, Marketing, Event Planning
Education
Simmons College 2007 — 2009
Masters, Communications Management
New York University 1998 — 1999
Certificate, Public Relations
Murray State University 1989 — 1993
BS, Print Journalism
Sumitomo Mitsui Trust Bank (U.S.A) Limited April 2014 - Present
Sumitomo Mitsui Trust Bank November 2012 - April 2014
State Street Bank March 2010 - October 2012
State Street August 2007 - October 2012
Skills
Hedge Funds, Banking, Risk Assessment, KYC, Investor Relations, OFAC, Bank Secrecy Act, Fund Administration, Management, AML, Financial Risk, Investments, Risk Management, Securities, Anti Money Laundering, Finance, Mutual Funds, Financial Services, Relationship Management
Education
Monmouth University 2003 — 2007
Bachelor of Science, Marketing
Monmouth University
Bachelor of Science, Business Administration and Marketing
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
Fight For Mike October 2009 - August 2012
State Street July 2010 - July 2012
M. Marcus Economic Consulting April 2009 - July 2010
Liz Claiborne September 2008 - May 2009
Skills
Derivatives, Credit Derivatives, Economics, Cash Management, Financial Modeling, Econometrics, Treasury, Valuation, Capital Markets, Volatility, Equity Derivatives, Operations Management, Forensic Analysis, Financial Services, VBA, Corporate Finance, LBO, M&A Modeling, DCF Valuation, Bloomberg, Financial Analysis, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Montclair State University 2006 — 2009
Bachelor of Science (B.Sc.), Finance, General, 4.0
CFA Institute
State Street February 2012 - Present
State Street Bank September 2007 - February 2012
Sprint Nextel 1996 - 2006
Skills
Active Directory, Servers, Microsoft Office, SQL Server, Citrix, Windows Server 2003, Windows Server 2008, Windows Server, ITIL, XP, Disaster Recovery, Desktop Support, Citrix Metaframe, Group Policy, Remedy, Troubleshooting, System Administration, HP, Oracle, BMC Remedy, Technical Support, Microsoft SQL Server, Windows XP, SDLC, TCP/IP, Windows, Process Improvement
Education
Centriq Training Center 2007 — 2009
IT
Shawnee Mission North High School 1979 — 1983
National American University
State Street February 2015 - Present
First Derivatives July 2014 - Present
Bank of America Merrill Lynch July 2014 - January 2015
NUI Galway Student Managed Fund 2014 - 2014
GDSI September 2012 - December 2012
Hyannisport Club June 2012 - August 2012
Skills
Economics, Microsoft Excel, Microsoft Office, SQL, Oracle SQL Developer, Financial Analysis, Equity Research Analysis, Equity Research, Agile Project Management, Microsoft Word, Chinese, ECDL Certification, Numerical Ability, Econometrics, Tennis Coaching, Marketing, Social Skills, Finance, Information Systems, Economic Development, Pressure Handling, Camtasia, Communication, Organization, Flexibility, Adaptability, French, Stata, Economic Research, Teamwork, PowerPoint, Team Leadership, Data Analysis, Liquidity Reporting
Education
National University of Ireland, Galway 2010 — 2014
Bachelor of Commerce International Experience, Economics, First Class Honours (1.1)
Katholieke Universiteit Leuven 2013 — 2013
ERASMUS, Economics
Summerhill College, Sligo 2004 — 2010
Sirios Capital Management June 2014 - February 2015
Goldman Sachs January 2013 - July 2013
Rent The Runway July 2011 - August 2012
State Street January 2012 - June 2012
Wellington Management January 2011 - June 2011
Theory December 2010 - December 2010
Telcordia Technologies June 2010 - August 2010
Skills
Equities, Finance, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Financial Analysis, Economics, Microsoft Word, Bloomberg, Financial Modeling, JavaScript, HTML, CSS
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Entrepreneurship
Rouen Business School 2010 — 2010
International Business and French
Cloud nine exotics March 2015 - Present
State Street November 2013 - Present
Education
Montclair State University 2008 — 2013
Bachelor of Science (BS), Accounting
Citi January 2014 - Present
Citi April 2011 - January 2014
Barclays Capital November 2009 - April 2011
Barclays Capital July 2007 - October 2009
State Street 2006 - 2007
Johnson & Johnson 2005 - 2006
Skills
Fixed Income, Structured Products, Credit Derivatives, Valuation, Bloomberg Terminal, Loans, Reference Data, Financial Reporting, Interest Rate...
Education
Montclair State University
BS, Finance
State Street April 2015 - Present
EchoStar Corporation July 2013 - December 2014
Avaya Government Solutions September 2011 - June 2013
Direct Technology February 2010 - August 2011
Morgan Stanley July 2009 - January 2010
Mphasis January 2008 - June 2009
Skills
JDK, SQL, HTML, XHTML, DHTML, CSS, JavaScript, Ext JS, POJO, jQuery, JSP, JDBC, JMS, Servlets, RMI, JSTL, Web Services, Tomcat, WebLogic, WebSphere Application..., WebSphere Portal, JBoss Application Server, Struts, JSF, Spring Framework, Hibernate, JPA, Oracle Database, MySQL, DB2, Eclipse, NetBeans, IBM Rational Tools, Ant, Maven, Log4j, Macromedia, XML, JUnit, Subversion, CVS, XSD, XSLT, SoapUI, WSDL, Agile Methodologies, Scrum, Windows, Red Hat Linux, Unix
Education
National Institute of Technology Raipur 2003 — 2007
Bachelor's Degree, Electronics and Telecommunication Engineering, 3.6/4
Capgemini July 2013 - Present
Wells Fargo June 2013 - Present
State Street April 2012 - July 2013
Wipro Technologies June 2010 - July 2013
IBM June 2007 - May 2010
Development Bank of Singapore June 2007 - December 2007
Oracle Financial Services January 2004 - May 2007
TC Bank June 2006 - April 2007
Skills
Banking, Requirements Analysis, Unix, Change Management, Business Analysis, Gap Analysis, Autosys, ClearCase, Sybase, Data Analysis, PMO, Resource Management, Oracle SQL, Oracle PL/SQL..., IBM Rational Tools, ClearQuest, Securities, Fixed Income, Functional Testing, Integration, XML, Microsoft Office, Application Management..., Problem Management, Money Market, Functional..., Trade Finance, Flexcube, SWIFT messaging, Oracle Forms, AIX, IBM Tivoli, Consumer Lending, Foreign Exchange, General Ledger, Trade fina, Payment Systems, XSD, ISO20022, Transactional Banking, Testing, System Integration..., Data Migration, PL/SQL, Vendor Management, Oracle Financial, ETL
Education
National Institute of Technology Calicut 1999 — 2003
Bachelor of Technology (B.Tech.), Civil Engineering, A
Shishu Bihar H.S. School 1985 — 1999
Higher Secondary, Mathematics and Physical Science, First Class
Spencer Stuart January 2014 - Present
IBRC May 2006 - September 2013
Bank of Ireland November 2000 - April 2006
State Street May 1999 - August 1999
State Street Canada May 1998 - April 1999
State Street Global Advisors August 1997 - April 1998
Skills
Business Analysis, Strategy, Financial Services, Banking, Portfolio Management, Change Management, Management, Business Strategy, Fixed Income, CRM, Stakeholder Management, Financial Modeling, Wealth Management, Equities, Asset Management, Business Process..., Project Management, Requirements Analysis, Program Management, Data Analytics, R, Tableau, Weka, Data Mining, Machine Learning, Python, MySQL, SQL Server Management..., Financial Analysis, Private Banking, Financial Advisory, Investments, Information Management..., Management Consulting, Social Media, Digital Strategy, User Experience, User Interaction, Usability, Cross-functional Team..., Virtual Teams, Team Management, Atlassian JIRA, Scrum, Agile & Waterfall..., Web Design, Corporate Communications, Executive Search, Soccer Coaching, Marathon
Education
National College of Ireland 2014 — 2015
Higer Diploma in Science in Data Analytics, Data Analytics, Machine Learning, First Class Honours
University College Dublin 1999 — 2000
Masters in Business Studies, Management Information Systems, 2nd class honours
University College Cork 1994 — 1997
BSc Finance, Economics, Accounting, Finance, 2nd class honours
LIA 2006 — 2009
Qualified Financial Advisor Diploma, Financial Planning and Services
National College of Ireland 2004 — 2005
Diploma in Business Analysis and Consultancy, Business Analysis, Consultancy, Communications, Distinction
FETAC 2012 — 2012
Diploma in Coaching, Coaching in Organisations
Sureskills 2012 — 2013
Diploma in Digital Marketing, Digital Marketing, Distinction
College Golf Fellowship April 2015 - Present
City of Rocklin June 2013 - April 2015
Alaska Christian College July 2009 - June 2013
Esurance May 2008 - June 2009
State Street April 2006 - May 2008
US Army February 2005 - April 2006
E*TRADE Financial Corporation September 2002 - August 2004
Skills
Accounting, Management, Analytical Skills, Financial Analysis, Business Analysis, Integrity, Risk Management, Microsoft Excel, Capital Budgeting, Financial Statements, Financial Reporting, Financial Accounting, Account Reconciliation, Cash Flow, Accounts Receivable, Payroll, US GAAP, General Ledger
Education
National University
Master of Business Administration (M.B.A.), Accounting and Finance
California State University
Bachelor of Arts Degree, Economics
State Street January 2015 - Present
State Street January 2015 - Present
EHaras Services & Solutions January 2014 - December 2014
Victoria's Secret September 2010 - January 2014
OfficeMax November 2009 - February 2010
OfficeMax September 2008 - November 2009
Skills
Merchandising, Visual Merchandising, Microsoft Word, Microsoft Office, Microsoft Excel, Cashiering, Sales, Planograms, POS, Customer Service, Telephone Skills, PowerPoint, Retail Sales, Store Operations, Retail, Loss Prevention, Time Management
Education
UC Davis 2003 — 2008
Bachelor of Arts (BA), Religious Studies
Nazarene Theological Seminary
Voya Financial September 2012 - Present
Voya Financial September 2012 - Present
Voya Financial September 2012 - July 2015
State Street January 2007 - December 2010
State Street February 2000 - December 2006
Skills
Collateral Management, Securities Lending, Analysis
Education
Mount Ida College 1988 — 1990
Accounting and Finance
JPMorgan Chase March 2014 - Present
Fidelity Investments April 2012 - March 2014
Marlabs Inc September 2006 - March 2012
State Street June 2005 - October 2011
Virtue Integrated SDN BHD February 2002 - December 2004
GSK Infosys January 2000 - January 2002
Skills
SDLC, Testing, Agile Methodologies, Test Planning, Quality Assurance, Quality Center, Regression Testing, Oracle, QTP, User Acceptance Testing, Data Warehousing, Microsoft SQL Server, Waterfall, Software Development, Integration, ETL, System Testing, LoadRunner, Web Applications
Education
Nagpur University
Bachelor of Engineering
State Street February 2014 - Present
Natixis Global Asset Management July 2011 - August 2012
Natixis May 2010 - July 2011
Mercer March 2009 - May 2010
AllianceBernstein Investments October 2007 - October 2008
AllianceBernstein Investments January 2006 - October 2007
Putnam Investments September 2001 - September 2005
Putnam Investments June 1999 - September 2001
Putnam Investments December 1994 - June 1999
Skills
Selling Skills, IRAs, Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 401k, Investments, Alternative Investments, Asset Managment, Wealth Management, Retirement, ETFs, Securities, Portfolio Management, Asset Management, Investment Management, Investment Advisory, Financial Services, Capital Markets, Management, Investment Strategies, Fixed Income, FINRA
Education
Mount Saint Mary College
BA, Psychology
Morgan Stanley November 2014 - Present
Citco Fund Services August 2013 - November 2014
BlackRock April 2011 - May 2013
RecoverCare LLC March 2011 - April 2011
BlackRock August 2009 - 2009
Coldwell Banker Hearthside January 2009 - 2009
Goldman Sachs & Co. March 2008 - 2008
State Street 2008 - 2008
GMAC Mortgage April 2005 - June 2007
SEI 2002 - 2005
Skills
MS Office Suite, SAP, Fund Accounting, Fixed Income, Mutual Funds, Asset Managment, Capital Markets, Risk Management, Bloomberg, Securities, Valuation, Hedge Funds, Portfolio Management, Asset Management, Finance, Private Equity, Mortgage Lending, Microsoft Office, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Asset Allocation, Bonds, Fund Of Funds
Education
Moravian College 1998 — 2002
Bachelors of Arts, Economics and Finance
Lasalle College High School 1996 — 1998
Archbishop wood
HSBC Global Banking and Markets December 2014 - Present
State Street May 2013 - November 2014
J.P. Morgan October 2011 - May 2013
JP Morgan Chase July 2008 - September 2011
Bear Stearns December 2006 - June 2008
Sapient January 2006 - December 2006
Infosys 1999 - 2006
Skills
Calypso, Trading Systems, Derivatives, Fixed Income, Interest Rate..., Equity Derivatives, Credit Derivatives, Sybase, Swaps, Unix, Back Office, Middle Office, Java Enterprise Edition, Market Data, Capital Markets, Investment Banking, FX Options, Requirements Analysis, Business Analysis, Java, Spring, Software Quality..., Money Market, Oracle, SQL, Equities, SDLC
Education
National Institute of Technology Calicut 1995 — 1999
B.Tech
State Street February 2015 - Present
The John F. Kennedy Center for the Performing Arts September 2014 - December 2014
Silk Style Events and Delancey and Penn June 2014 - August 2014
Nebraska Wesleyan University - Business Office August 2012 - May 2014
Larry Cox, CPA May 2012 - August 2013
Skills
Public Speaking, Event Planning, Research, Teaching, Editing, Fundraising, Event Management, Community Outreach, Public Relations, Microsoft Office
Education
Nebraska Wesleyan University 2011 — 2014
Bachelor of Science (B.S.), Business Administration
Nebraska Wesleyan University 2011 — 2014
Bachelor of Science (B.S.), Business Administration
State Street April 2014 - Present
State Street May 2011 - March 2014
State Street January 2007 - March 2009
Investors Bank & Trust January 2006 - January 2007
Investors Bank & Trust January 1999 - December 2005
Investors Bank & Trust May 1997 - January 1999
State Street January 1993 - January 1997
Skills
Strategic Planning, Program Management, Project Management, Business Process..., Program Implementation, Internal Controls, Business Strategy, Global Optimization, Business Analysis, Fund Accounting, Global Operations, Hedge Funds, Risk Management, Organizational..., Mutual Funds
Education
New England College 1991 — 1993
Bachelor of Science, Business Administration and Accounting
Cushing Academy 1986 — 1989
Bentley University September 2013 - Present
Northeastern University September 2009 - May 2013
Ernst & Young May 2012 - August 2012
State Street July 2011 - December 2011
Beijing Lanyuan Hengji Environmental Technology Co. May 2009 - September 2009
Skills
Finance, Corporate Finance, Financial Accounting, Animation, Graphic Design, Chinese, English, Softball, Volleyball, Photography, Microsoft Office, Adobe Creative Suite
Education
Northeastern University 2009 — 2013
Bachelor of Science, Finance, General
Rouen Business School 2010 — 2010
French, French Culture, International Business, European Studies/Civilization, European Business
Perkiomen school 2007 — 2009
High School Diploma
Bank of the West June 2015 - Present
Wipro Limited December 2005 - Present
Seagate Technology April 2014 - May 2015
Philips August 2013 - February 2014
Cisco Systems May 2009 - July 2013
Putnam Investment May 2006 - April 2009
State Street February 2006 - April 2006
Mindlance April 2005 - December 2005
i-flex Solutions Limited April 2005 - December 2005
National Thermal Power Corporation Ltd. August 2004 - April 2005
Skills
Informatica 7.x-9.5.1, Oracle, Oracle PL/SQL, Business Intelligence, Unix Shell Scripting, Autosys, Data Warehousing, $Universe, Project Management, Agile Methodologies, Agile Application..., SDLC, Architecture, Consulting, Solution Architecture, Certified Scrum Master..., Project Estimation, Data Modelling, Performance Tuning, ETL Testing, Oracle Developer 2000, Technical Recruiting
Education
National Institute of Technology Rourkela 2002 — 2004
M.Tech., Computer Science
National Institute of Technology Rourkela 1995 — 1998
M.C.A., Computer Applications
State Street April 2011 - Present
Alcatel-Lucent May 1998 - October 2010
Sun MicroSystems January 1996 - May 1998
AT&T Bell Labs 1988 - 1995
Skills
ClearCase, Unix, Project Management, Java, Software Development, Testing, C, Systems Engineering, TCP/IP
Education
National Cheng Kung University
BS, Physics
Wright State University
Master, Computer Science
NetApp March 2011 - Present
State Street July 2007 - March 2011
Prudential Financial March 2007 - July 2007
Skills
Quality Center, SDLC, Testing, Test Planning, Requirements Analysis, User Acceptance Testing, Unix, Quality Assurance, Regression Testing, Test Cases, SQL, Business Analysis, XML, Oracle, Microsoft SQL Server, Databases, Manual Testing, Web Applications, Performance Testing, Program Management, Defect Tracking, Analysis, Enterprise Software, Agile Methodologies
Education
University of Missouri-Rolla 2005 — 2006
M.S., Electrical Engineering
Nagpur University 2001 — 2005
Bachelor of Engineering, Electronics and Telecom
All Saints' College
ICSE
Bayer HealthCare Animal Health July 2014 - Present
Harley-Davidson Motor Company October 2012 - July 2014
H&R Block August 2011 - October 2012
Hallmark Cards April 2005 - July 2011
State Street October 1999 - April 2005
Skills
Essbase, Financial Analysis, Forecasting, Accounting, Excel, Financial Reporting, Hyperion, Data Analysis, General Ledger, Microsoft Office, Financial Modeling, Strategic Financial..., Budgets, Finance, SAP, Financial Forecasting, Hyperion Planning, PeopleSoft, Corporate Finance, Microsoft Excel, Hyperion Enterprise, Financial Planning
Education
Missouri Western State University 1995 — 1998
State Street August 2015 - Present
State Street 2003 - August 2014
State Street 2002 - 2003
State Street 1998 - 2001
State Street 1994 - 1997
Boston Safe Deposit and Tr Co 1987 - 1993
Skills
Project Management, Program Management, Software Project..., Project Planning, Risk Management, Vendor Management, Business Analysis, Microsoft Project, Presenter, Equities, Visio, SDLC, Teaching, Public Speaking, Training, Technical Course..., Presentation Development
Education
CICP
Certificate, Computer Programming
Montclair State University
Bachelor of Science (BS), Geology/Earth Science, General
University of New Hampshire
Oceanography, Chemical and Physical
Federal Reserve Bank of Boston October 2015 - Present
Federal Reserve Bank of Boston November 2013 - September 2015
State Street February 2013 - November 2013
PharmaLogics Recruiting September 2012 - February 2013
Charter 21 Communications January 2012 - May 2012
University of Massachusetts Amherst May 2011 - January 2012
Verite: Fair Labor, Worldwide September 2011 - December 2011
Massachusetts State House: Office of Governor Deval Patrick May 2010 - August 2010
Skills
Public Speaking, Public Relations, Research, Event Planning, Microsoft Office, Politics, Writing, Marketing Communications, PowerPoint, Public Policy, Social Media, Interviews, Editing, Facebook, Management, Press Releases, Building Relationships, Foreign Policy, Political Science, Psychology, Networking, Program Management, Business Development, Microsoft Excel, Microsoft Word, Stata, PeopleSoft, SharePoint, Data Analysis, Sitecore, Content Management
Education
New England College 2014 — 2015
Master of Public Policy
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science in Psychology, Bachelor of Arts in Political Science
State Street August 2014 - Present
Brown Brothers Harriman June 2004 - August 2014
MFS Investment Management June 1990 - October 2002
Skills
Global Custody, Financial Services, Equities, Project Management, Fixed Income, Corporate Actions, Mutual Funds, Middle Office, PMP
Education
Simmons College - Simmons School of Management 1994 — 1996
MBA, Business
Mount Holyoke College 1985 — 1989
BA, Politics
State Street January 2015 - June 2015
WGBH July 2014 - December 2014
WGBH January 2014 - June 2014
Petrox, Inc Oil & Natural Gas Company July 2009 - July 2009
Keewaydin Camp June 2008 - August 2008
Skills
Finance, Accounting, Computer Proficiency, Data Entry, Adept problem-solver, Resourceful..., Higher Education, Dependable Team Player, Highly motivated..., Musicians, Task Driven, High Availability, Dedicated to work, Motivated self-starter, Puzzles, Mathematics, Microsoft Office, Social Media, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Social Networking, Editing, Microsoft Word, Research, Public Speaking
Education
Northeastern University 2013 — 2015
Bachelor's Degree, Finance
Northeastern UniversityD'Amore-McKim School of Business 2013 — 2015
Bachelor of Science Degree, Business Administration; Finance; Finance & Investment Club
Mitchell College 2012 — 2012
Business
Wittenberg University 2007 — 2010
N/A, Economics
The Millbrook School 2003 — 2007
Diploma, N/A
Kairos Capital Group, LLC November 2012 - Present
Merrill Lynch November 2005 - November 2012
LCG November 2004 - November 2005
State Street August 2001 - November 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Uniform Combined State..., Series 63, Investments, Wealth Management, Fixed Income, Equities, Securities, Alternative Investments, Strategic Financial..., ETFs, Asset Managment, Retirement Planning, Portfolio Management, Estate Planning, 401k
Education
Morehouse College
Psychology/Business
Waddell & Reed February 2010 - Present
American College of Technology January 2010 - March 2010
State Street June 2008 - November 2008
JPMorgan March 2006 - June 2008
Asurion August 2004 - March 2006
MGJordan/AccountData February 2002 - August 2004
Todays Staffing 2000 - 2001
Skills
Talent Acquisition, Human Resources, Strategic Sourcing, Strategic Consulting, Relationship Management, Executive Placements, Strategic Communications, Corporate Communications, Succession Planning, Leadership Development, Building Business..., Communication, Non-profit Volunteer, Non-profit Boards, Team Mentoring, Employee Relations, Employee Training, Onboarding, IT Recruitment, Technical Recruiting, Financial Recruiting, Corporate Recruiting, Diversity & Inclusion, Applicant Tracking..., Leadership, Management, Training, Hiring, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Workforce Planning, Sourcing, Executive Search, Team Building, Employee Benefits, Resume Writing, New Hire Orientations, Employee Engagement, Screening Resumes, HRIS
Education
Webster University 2002 — 2006
MBA & MA, HR Management
Missouri Western State University 1994 — 1999
BA, English Literature
Marshall HS
consultant and free lancer September 2013 - Present
Dow Jones November 2012 - May 2013
PR Newswire March 2011 - October 2012
Citi Group April 2008 - March 2009
Credit Suisse April 2007 - February 2008
UBS Wealth Management August 2006 - April 2007
State Street July 2004 - May 2005
Motorola March 2003 - June 2004
Tata Consultancy Services January 1998 - April 2004
Skills
Scrum, Business Intelligence, ITIL, Management, Enterprise Architecture, IT Management, Consulting, IT Service Management, Leadership
Education
National Institute of Technology 1995 — 1997
Masters, Engineering
National Institute of Technology Calicut 1990 — 1994
B Tech, Engineering
R&D Manufacturing September 2013 - Present
Citizens Bank November 2012 - March 2013
Russell Morin Fine Catering May 2007 - January 2013
State Street January 2011 - May 2012
Radio Shack Raynham November 2010 - January 2011
Dicks Sporting Goods December 2009 - August 2010
Skills
Customer Service, Microsoft Office, Goal Oriented, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Management, Financial Analysis, Time Management, Process Improvement, Market Research, Budgets
Education
New England College 2006 — 2010
Bachelors, Business Administration
State Street June 2015 - Present
State Street Trust Company Canada February 2013 - June 2015
State Street Trust Company Canada February 2012 - February 2013
BMO Financial Group August 2007 - January 2010
Skills
Research, CRM, Business Analysis, Financial Analysis, Business Strategy, Fund Administration, Account Reconciliation, Trade Operations, Project Management, Accounting, Management, Analysis, Team Leadership
Education
York University - Schulich School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Strategic Management
National University of Singapore 2010 — 2010
Chaminade College School 2003 — 2007
Fitness Together Andover December 2014 - Present
Fitness Together Medford July 2013 - December 2014
Fitness Together Belmont August 2011 - August 2013
Sports Authority October 2009 - July 2011
State Street September 2006 - April 2009
Skills
Personal Training, Fitness, Fitness Training, Strength Training, Nutrition, Wellness, Weight Training, Nutritional Counseling, Cardio, Circuit Training, Athletics, Customer Service, Exercise Physiology, Functional Training, Kettlebells, Lifestyle, Health Education, Sports Nutrition, Training, Weight, Wellness Coaching
Education
National Personal Training Institute 2011 — 2011
Diploma, Personal Training
Mount Ida College 1999 — 2003
Bachelor of Science (BS), Communications
Greystar August 2015 - Present
Gables Residential September 2013 - July 2015
Carroll Organization March 2013 - September 2013
State Street February 2012 - March 2013
Morgan Stanley July 2010 - February 2012
Skills
Project Management, Project Coordination, Process Improvement, Program Management, Project Planning, Change Management, Project Portfolio..., SharePoint, Training, Customer Service, Microsoft Excel
Education
Morehead State University 2004 — 2006
Bachelor of Arts (B.A.)
University of Kentucky 2000 — 2004
Bachelor of Arts (B.A.)
Discover Financial Services 2013 - 2015
Prologis 2012 - 2013
State Street 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Portfolio Management, Valuation, Bloomberg, Asset Allocation, Credit Analysis, Microsoft Excel, Investments, PowerPivot, Database Modeling, Python, VBA, VBScript, QRM, Treasury, Microsoft SQL Server, Interest Rate Hedging, Secondary Mortgage..., Agency MBS, Real Estate Private..., Equities, Fixed Income, Capital Markets, Financial Analysis, Credit, Finance, Hedging, Quantitative Analysis
Education
University of Southern California - Marshall School of Business 2009 — 2012
Masters of Business Administration, Investments & Financial Markets, 3.6
National University of Singapore / NUS 2012 — 2012
MBA Exchange Student, Finance
University of California, Irvine
BA Economics, Business Management
Pension Consulting Alliance, Inc. July 2011 - Present
State Street June 2010 - August 2010
Mount Holyoke College September 2008 - May 2010
Wells Fargo Advisors January 2010 - February 2010
Citi June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Research, Report Writing, Matlab, Mathematical Modeling, Bloomberg, LaTeX, SPSS, Dreamweaver, Mathematica, Hedge Funds
Education
Mount Holyoke College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Mathematics, GPA: 3.95
Shanghai High School 2004 — 2007
High School
Ellison Berry Strategic Relationship ManagerHollister, Inc.September 2008 - November 2009
Hunter Hollis January 2007 - June 2008
Robert Half International 2006 - 2007
Boardwalk Properties/Nextgen Realty 2003 - 2006
State Street 2000 - 2003
Skills
Temporary Staffing, Sales
Education
Hesser College
State Street March 2014 - Present
First Derivatives June 2012 - Present
State Street February 2013 - March 2014
Bucko's Bar February 2010 - August 2011
Skills
Analytical Skills, Financial Risk, Capital Markets, Derivatives, Problem Solving, Computers, SQL, Unix, Latex, Leadership, Teamwork, Equities, Maple, Option Pricing Models, LaTeX, Options
Education
National University of Ireland, Galway 2008 — 2012
Bachelor of Science (BSc), Financial Mathematics and Economics
St. Joseph's S.S, Castlebar, Co.Mayo 2002 — 2008
The Pauls Corporation September 2014 - Present
State Street April 2013 - August 2014
Lerch, Vinci, & Higgins, LLP August 2012 - January 2013
T-Mobile April 2008 - October 2012
REG Professional Group February 2012 - May 2012
Travel Advocates August 2011 - October 2011
T-Mobile April 2010 - August 2011
Rowan University Equal Opportunity Fund Program May 2007 - September 2007
Skills
Time Management, Organization, Bilingual Communications, Direct Sales, Sales Operations, Customer Satisfaction, Sales Process, Sales, Account Management, Retail, B2B, Telecommunications, Sales Management, Customer Service, Customer Experience, Team Leadership, Forecasting, Cross-functional Team..., Inventory Management, Marketing, Highly detail oriented, Financial Audits, Auditing, Compliance, Bookkeeping, PowerPoint, Customer Retention, Microsoft Office, Microsoft Excel, Leadership, Management, Financial Reporting, QuickBooks, Financial Analysis, Microsoft Word, Accounting
Education
Montclair State University 2009 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Rowan University 2006 — 2008
State Street March 2015 - Present
State Street Corporation December 2013 - March 2015
Volkswagen AG May 2012 - December 2013
Waves Surf School Australia February 2012 - May 2012
English Teacher - Taiwan August 2011 - February 2012
Netubique.com January 2011 - August 2011
The Palladium Times January 2010 - May 2010
Skills
Marketing, Sales, Public Speaking, Customer Service, SEO, Microsoft Office, Social Media, Management, Leadership, Microsoft Excel, Team Leadership, PowerPoint, Marketing Strategy, Advertising, Training, Portfolio Accounting, Fund Accounting, Accounting, Financial Accounting, Teaching, Time Management, CRM, Customer Satisfaction, Negotiation, Sales Operations
Education
State University of New York College at Oswego 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Niskayuna High School 2004 — 2007
Advanced Regents Diploma
National Taiwan Normal University 2011 — 2012
Study, Mandarin
State Street June 2015 - Present
State Street May 2014 - Present
State Street April 2013 - May 2014
State Street September 2012 - April 2013
University of Massachusetts January 2012 - May 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Analytics, Corporate Finance, Investments, General Ledger, Management, Analysis, Data Analysis, Budgets, Sales, Banking, Valuation, PowerPoint, Start-ups, Bloomberg Terminal, Strategic Thinking, Market Research
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Lviv Ivan Franko National University 2007 — 2008
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
CFA Institute
State Street January 2011 - Present
State Street PDP May 2011 - August 2011
State Street PDP January 2011 - April 2011
Skills
Analysis, Banking, Bloomberg, Corporate Finance, Finance, Fixed Income, Microsoft Excel, Portfolio Management, Securities, Trading
Education
University of Virginia; Semester at Sea 2010 — 2010
Bachelor of Arts, International Studies
Morehouse College 2006 — 2010
Bachelor of Arts, Business Administration; Finance and Marketing
State Street April 2004 - April 2015
Windows America August 2003 - December 2003
Skills
General Ledger, Accounting, GAAP, Auditing, QuickBooks, Financial Statements, Microsoft Excel, Journal Entries, Tax Preparation, Income Tax, Leadership, Corporate Finance, Balance, Income Verification, Office Management, Customer Satisfaction, Cash Recon, Client Reporting, Transportation /..., Finance, Financial Reporting, Account Reconciliation, Self Starter, Interpersonal Skills, Prioritize Workload, Problem Solving, Fixed Income, Equities, Derivatives, Financial Analysis, Financial Accounting, Customer Service, Microsoft Office, Financial Statement..., Bank Statements, Mission Accomplishment, Creative Solutions, Determination, High Proficiency, Teamwork, Knowledgeable, Analytical Skills, Administration, Cash Flow Management, Forecasting, Strategic Planning, Budgets, MS Excel Pivot Tables, Fund Accounting, Process Improvement
Education
National American University 2003 — 2006
Bachelors Degree, Business Administration and Accounting
Brown Mackie College 2001 — 2003
Associate of Applied Science Degree, Accounting
State Street April 2015 - Present
Digital Federal Credit Union September 2014 - Present
P.F. Chang's China Bistro 2012 - January 2014
Coach February 2013 - May 2013
Best Buy February 2010 - January 2012
Skills
Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Storage, Sales, Sports Management, Sports Marketing, Finance, Banking
Education
Salem State University 2011 — 2013
Bachelor of Applied Science (BASc), Sport Management
Monroe Community College 2008 — 2010
Associate's degree, Fire Science/Fire-fighting
Citco Corporate and Trust September 2015 - Present
Citco Corporate and Trust March 2015 - August 2015
State Street Bank April 2014 - March 2015
State Street November 2013 - April 2014
State Street June 2008 - November 2013
State Street June 2007 - May 2008
CIBC February 2007 - June 2007
Herbal Magic April 2005 - March 2007
Luxottica Retail September 2003 - April 2005
Skills
Equities, Derivatives, Mutual Funds, Securities, Microsoft Excel, Investments, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Access, Project Management, Sales, Banking, Process Improvement, Reuters 3000, Bloomberg, Team Leadership, Team Building, Cross-functional Team..., Dependable Team Player, Project Planning, Project Coordination, Community Outreach, Communication Skills, Sales Presentations, Training Facilitation, FX Options, Valuation, Conflict Resolution, Philanthropy, social engagement, Client Relations Skills, Client Service Oriented, Trading, Hedge Funds, Finance, Corporate Actions, Swaps, CRM, Financial Services, Financial Analysis, Fixed Income, Management, Risk Management, Analysis, Time Management, Communication
Education
University of Toronto 2013 — 2013
Project Management, Foundations of Project Management
Mohawk College
Business Administration
State Street February 2014 - Present
State Street January 2006 - Present
Skills
SDLC, Software Quality..., Business Analysis, Financial Services, Requirements Analysis, Requirements Gathering, Quality Assurance, Agile Methodologies, Software Project..., Business Requirements, Quality Center, Test Planning, Regression Testing, System Testing, Testing
Education
Moscow State Linguistic University 1975 — 1980
MA
Wells Fargo Global Fund Services July 2012 - Present
State Street October 2009 - July 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Financial Modeling, Financial Accounting, Finance, Financial Statements, Fund Accounting, Mutual Funds, Cash Management, General Ledger
Education
Missouri Western State University 2006 — 2009
Bachelor of Science (B.S.), Accounting
Constantin Control Associates March 2015 - Present
Constantin Control Associates 2012 - 2014
State Street 2006 - 2011
State Street 2000 - 2005
Merrill Lynch 1986 - 2000
Skills
Bloomberg, Interactive Data..., Princeton Accounting..., Multi-Currency Horizon..., MacGregor Trading..., Trade Management..., Microsoft Office, Management Reporting..., Custody Management..., Microsoft Excel, Microsoft Word, Institutional..., Depository Trust..., Securities, Equities, Mutual Funds, Accounting, Account Reconciliation, Derivatives, Fixed Income, Investments
Education
Monmouth University
Bachelor of Science (B.S.), Business Management, Accounting
State Street February 2015 - Present
State Street August 2012 - February 2015
EF Education First April 2011 - August 2012
Ali International, LLC September 2010 - March 2011
Humboldt Storage & Moving September 2009 - September 2010
Capital Paper Recycling December 2007 - May 2009
Skills
Marketing, Salesforce.com, Lead Generation, CRM, Photoshop, PowerPoint, Microsoft Excel, Microsoft Office, Email Marketing, Online Advertising, Online Marketing, Social Media Marketing, Social Media, Social Networking
Education
Moravian College 2003 — 2007
Bachelor of Arts, Psychology, Studio Art
Verizon Telematics, Inc. June 2013 - Present
State Street Bank July 2007 - October 2012
State Street December 2006 - July 2007
Skills
Disaster Recovery, Servers, Unix, Technical Support, Troubleshooting, Windows Server, BMC Remedy, VMware, Solaris, Active Directory, Incident Management, Networking, IT Operations, Linux, AIX, Data Center, Software Installation, Windows 7, Netcool, Microsoft Office, Remote Desktop, Help Desk Support, Service Desk, Production Support, Remedy, Operating Systems, Information Technology, IT Management, Red Hat Linux, Computer Hardware, Microsoft Exchange, Windows Server 2003, Veritas Cluster Server, Remotely Anywhere, Network Operations, Printers, Social Networking, ITIL v3 Foundations..., Marketing Communications, Project Coordination, Desktop Computers
Education
Salem State University 2011 — 2013
Bachelor's degree, Communication and Media Studies
Cambridge College/ Year Up 2006 — 2007
Certifcate, Information Technology
Hesser College 2000 — 2002
Associate's degree, Communication and Media Studies
Duesmann & Hensel Recycling North America, Inc. October 2012 - Present
State Street January 2008 - August 2011
New York Mercantile Exchange May 2004 - August 2005
Education
Monmouth University 2003 — 2007
Bachelors, Finance
Tenor Capital Management August 2013 - Present
Standard Chartered Bank June 2012 - August 2012
State Street July 2010 - December 2010
Northeastern University Annual Fund January 2010 - May 2010
Skills
Teamwork, Accounting, Customer Service, Microsoft Excel, Sales, Access, Financial Analysis, PowerPoint, Management, Analysis
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree, International Business; Finance & Insurance
The Hong Kong University of Science and Technology 2011 — 2011
Exchange, Business
Nanjing University 2010 — 2010
Intensive 4-week Mandarin immersion program
East Brunswick High School 2004 — 2008
High School Diploma
State Street September 2013 - Present
State Street Bank July 2007 - August 2014
Investors Bank & Trust March 2005 - July 2007
Wine Development Board of Ireland May 2003 - March 2005
Skills
Talent Management, Management, Talent Acquisition, Recruiting, Human Resources, Project Management, Onboarding, Performance Management, Personnel Management, Employee Engagement, Alumni Relations, Employer Branding, Executive Search, Employee Relations, Community Engagement, Succession Planning, HR Consulting, Organizational..., New Hire Orientations, Social Media Outreach, Internet Recruiting, Sourcing, Graduate Recruitment, PeopleSoft, HR Policies, Benefits Negotiation, Employee Benefits, Interviews, Workforce Planning, Screening Resumes, Search, College Recruiting, Employee Training, HR Transformation, Hiring, Vendor Management, Organizational Design, Screening, Performance Appraisal, Employment Law, Compensation & Benefit, Technical Recruiting, Career Development, Recruitment Advertising
Education
National College of Ireland 2007 — 2008
CIPD CPP, Human Resources
University College Dublin 2005 — 2006
M.A, Master of Arts degree in American Studies
University College Dublin 1999 — 2003
B.A., Bachelor of Arts (Hons) History and French Studies
State Street June 2014 - Present
PPL EnergyPlus February 2013 - October 2013
Exelon Power Team August 2009 - February 2013
Exelon Generation Company May 2003 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Trade Compliance, Derivative Operations, Contractual Agreements, Auditing, Financial Risk, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Analysis, Risk Management, Finance, Management, Trading, Process Improvement, Business Process..., Business Analysis, Energy
Education
University of Phoenix 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Neumann University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
State Street June 2015 - Present
State Street March 2014 - May 2015
McKinsey & Company February 1998 - February 2014
Center for Executive Development December 1995 - January 1998
OpenVision Technologies 1992 - 1995
Bay State Health Care June 1988 - September 1992
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA; GDPA, Accounting
Mount Holyoke College 1984 — 1988
AB, English, Spanish
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital July 2013 - April 2015
State Street 2010 - June 2013
State Street July 2007 - August 2010
State Street June 2006 - July 2007
Skills
Fund Accounting, Investment Operations, Financial Services, Management, Global Custody, Bloomberg, Mutual Funds, Investments, Accounting, Finance, Banking, Securities, Trading, Account Reconciliation, Training, Asset Management, Process Improvement, Financial Reporting, Investment Banking, Internal Audit, Financial Accounting, Account Management, Loan Servicing, Portfolio Management, Customer Service
Education
Missouri Western State University 2003 — 2006
BS, Accounting
Fidelity Investments 1999 - Present
State Street January 1996 - September 1999
Skills
Windows, Project Management, Visio, SDLC, Disaster Recovery, Vendor Management, Team Leadership, Business Analysis, Oracle, Agile Methodologies, Unix, Requirements Analysis, Software Project..., SQL, IT Management, Security, IT Service Management, Integration, IT Strategy, ITIL, SharePoint, Software Development, Requirements Gathering, Enterprise Architecture, Active Directory, Data Center, Databases, Linux, System Administration, Microsoft SQL Server, Software Documentation
Education
Mount Ida College 1989 — 1991
Computer Science
Plexus Worldwide, Inc. June 2014 - Present
Wells Fargo Bank January 2005 - June 2008
US Bank 2002 - 2005
State Street 2000 - 2002
Skills
Account Management, Asset Management, Banking, Business Development, Financial Services, Loans, Portfolio Management, Structured Finance, Analysis, Valuation, Equities, Bloomberg, Management, Software Documentation, Securities, Sales, Customer Service, Risk Management, Credit, Series 7, Mutual Funds, Investments, Bonds
Education
New Hampshire Technical Institute 1996 — 1998
Associates, Criminal Justice
Mount Washington College
State Street March 2008 - Present
State Street 2015 - 2015
State Street 2015 - 2015
CBAC 2003 - 2008
Carter 2003 - 2003
State of Missouri June 1995 - February 2002
Skills
Fund Accounting, Account Reconciliation, Payroll, Fund Administration, Tax, US GAAP, Financial Reporting, Microsoft Word, Accounting, Auditing, Microsoft Office, Financial Accounting, Finance, Mutual Funds
Education
Dearborn 1970 — 2000
Missouri Western State University 1990 — 1995
Savannah High School 1972 — 1976
State Street December 2013 - Present
Charles Schwab Institutional May 2011 - November 2013
Merrill Lynch October 1999 - June 2008
Education
Mount St. Mary's University 1994 — 1998
State Street August 2014 - Present
State Street October 2011 - September 2014
State Street March 2011 - October 2011
State Street March 2009 - March 2011
State Street December 2007 - March 2009
Skills
Customer Service, Account Reconciliation, Microsoft Excel, Time Management, Financial Analysis, Financial Services, Microsoft Word, Bloomberg, Corporate Actions, Financial Reporting, Securities
Education
Missouri Western State University 2001 — 2005
Bachelor of Science, Business Administration with a General Business emphasis
State Street May 2014 - Present
Education
Vassar College 2005 — 2009
BA
National University of Ireland, Galway 2007 — 2007
Value Management, LLC December 2014 - Present
Value Management, LLC 2014 - Present
Newton Wellesley Charitable Foundation Board September 2010 - Present
TrustFort LLC July 2012 - December 2014
Dwight Asset Management December 2010 - May 2012
Fidelity Investments 2004 - 2009
State Street 1987 - 2003
Skills
Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process, Customer Satisfaction, Business Strategy, Process Improvement
Education
Mount Holyoke College
BA, History
The University of Chicago
MBA, Finance and Marketing
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. September 2013 - January 2014
State Street June 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2015
PhD, Economics
Rutgers University-New Brunswick 2009 — 2011
MA, Economics
Rutgers University-New Brunswick 2007 — 2009
MS, Mathematical Finance
Nanjing University 2001 — 2005
BS
Banco Santander July 2015 - Present
State Street May 2007 - July 2015
US Trust 2005 - 2007
Bain Capital 2005 - 2005
Wellington Management 2002 - 2003
Skills
Fixed Income, Bloomberg, Equities, Securities, Derivatives, Finance, Financial Analysis, Credit, Capital Markets, Financial Services, Investments, Corporate Finance, IFRS, US GAAP, Accounting, Treasury Management, Financial Reporting
Education
NEOMA Business School
Northeastern University
Wells Fargo Bank August 2010 - Present
Wells Fargo 1998 - 2010
State Street 1995 - 1998
Skills
Risk Management, Compliance, Operational Risk, Risk, Operational Risk..., Contract Negotiation, Fiduciary Liability, trustee, Employee Benefits, Retirement Planning
Education
William Mitchell College of Law 1990 — 1994
JD
University of Wisconsin-Madison 1984 — 1988
BS, History
Wells Fargo Securities December 2012 - Present
State Street August 2012 - December 2012
Headstrong October 2009 - July 2012
Headstrong 2008 - 2009
Headstrong 2008 - October 2008
IBM Global Business Services February 2006 - February 2008
Skills
Unix, Trading Systems, Test Execution, Business Analysis, Requirements Analysis, Calypso, Quality Center, User Acceptance Testing, Derivatives, Financial Risk, Back Office, Quality Assurance, FX Options, Test Planning, Testing
Education
National Institute of Technology Kurukshetra 2000 — 2004
B.TECH, Electrical Engineering
Walmart Stores Inc October 2014 - Present
Wal-Mart January 2014 - October 2014
Bank of tthe West January 2012 - January 2014
State Street Bank & Trust Company August 2006 - January 2012
Rockland Trust Company July 2002 - August 2006
State Street November 1998 - July 2002
Bank One December 1991 - November 1998
Skills
Regulations, Training, Securities, Bank Secrecy Act, Operations Management, Business Analysis, Banking, Risk Management, AML, OFAC, Loans, Financial Services, Sanction, Management, USA PATRIOT Act, Operational Risk, KYC, Operational Risk..., Mutual Funds, FINRA, Financial Risk, Anti Money Laundering, Financial Institutions
Education
Muskingum College 1983 — 1986
BA, Economics and Political Science
State Street August 2009 - Present
Health Care For All March 2009 - August 2009
State Street March 2000 - November 2008
Xerox Corporation August 1997 - March 2000
Xerox May 1994 - August 1997
Skills
Microsoft Excel, Microsoft Office, Administrative..., Invoicing, Community Outreach, Outlook, Time Management, Human Resources, Office Management, PowerPoint
Education
Nazareth College 1985 — 1989
BS, Business
State Street June 2011 - Present
State Street May 2007 - June 2011
Education
University College Dublin 2006 — 2007
Higher Diploma, Business Studies
National University of Ireland, Galway 2004 — 2005
BA, Sociology and Political Science/L:aw
Trust Company of the West July 2011 - Present
Macquarie Group July 2007 - July 2011
State Street March 2000 - July 2007
Skills
Commodity Markets, Natural Gas, Energy, Options, Derivatives, Fixed Income
Education
UCLA 2012 — 2013
Master of Business Administration (MBA)
NUS 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Criminology Law & Society
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Social Sciences - Specialization in Research Analytical Methods
Atlas Distributing, Inc. February 2014 - Present
Independent March 2010 - Present
Mass Mutual April 2006 - April 2009
State Street April 2003 - April 2006
Skills
Illustrator, InDesign, Graphic Design, Dreamweaver, Photoshop, Digital Photography, Adobe Acrobat, Adobe Creative Suite, Mac, Web Design, Logo Design, Illustration, Typography, Business Cards, Image Manipulation, Pre-press, Website Development, CSS, Vector Illustration, Image Editing, Branding
Education
Mount Wachusett Community College 2009 — 2013
Certificate, Graphic Design
University of Massachusetts, Amherst 1996 — 2001
Bachelors, Communication
State Street September 1999 - Present
Skills
Security, Corporate Security, Physical Security, Risk Assessment, Team Building, Access Control, Strategic Planning, Project Management, Contingency Planning, Budgeting, Electronic Security, Policy, Budgets, Operations Management, Business Continuity, Risk Management, Security Audits
Education
Monty Tech
Northampton Public Schools September 2013 - April 2014
Westfield Public Schools October 2011 - January 2013
Montgomery County Public Schools September 2010 - June 2011
Hines 2008 - 2010
State Street 2007 - 2008
Skills
Event Planning, Teaching, Community Outreach, Public Speaking, PowerPoint, Research, Microsoft Office, Microsoft Word, Outlook
Education
Westfield State University 2011 — 2014
Bachelor's Degree, Elementary Education
Montgomery College 2010 — 2011
Elementary Education
State Street July 2015 - Present
Oracle February 2009 - June 2015
i-flex solutions September 2002 - January 2009
NextLinx India Pvt. Ltd March 2002 - August 2002
Eclaton EBDU India (Pvt.) Ltd September 2000 - February 2002
ITC Infotech July 1998 - September 2000
Skills
Software Project..., SDLC, Requirements Analysis, Program Management, Solution Architecture, Business Analysis, Pre-sales, IT Strategy, PMP, Vendor Management, Agile Methodologies, Business Intelligence
Education
National Institute of Technology Tiruchirappalli 1994 — 1998
BE, Electrical, Electronics and Communications Engineering
State Street July 2015 - Present
State Street January 2010 - Present
State Street September 2006 - December 2009
Eagle Investment Systems March 2002 - September 2006
3Com June 1999 - February 2002
Skills
Perl, Data Warehousing, Oracle, Enterprise Architecture, Software Project..., PL/SQL, SQL, Unix, Solaris, Agile Methodologies, Software Development..., AIX, Software Development, Requirements Analysis, DB2
Education
Worcester Polytechnic Institute 1998 — 2000
MS
Nagpur University 1993 — 1997
BE
State Street February 2007 - February 2009
KeyCorp May 2006 - August 2006
Skills
Financial Analysis
Education
Morehouse College 2003 — 2007
Bachelor of Arts, Accounting & Finance
St. Augustine's High School 1997 — 1999
General Science
Swiss Re March 2010 - Present
State Street December 2008 - June 2011
State Street September 2007 - December 2008
Sioux City Explorers April 2006 - August 2006
K&B Transportation January 2006 - April 2006
Thrivent Financial for Lutherans May 2005 - August 2005
Skills
Business Analysis
Education
Morningside College 2003 — 2007
Business Administration, Emphasis: Finance, Marketing; Cluster: Philosophy
Morningside College
Bachelor of Science, Business Administration; Finance & Marketing; Cluster; Philosophy
State Street February 2013 - Present
State Street February 2013 - Present
PricewaterhouseCoopers September 2003 - January 2013
Education
Nanyang Technological University 2000 — 2003
Bachelor's degree, Accounting
State Street March 2012 - Present
State Street November 2005 - February 2012
Investors Bank & Trust September 2004 - November 2005
Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Equities
Education
Mount Ida College 1997 — 2001
B.S., Business Administration
State Street January 2015 - Present
SRI Infotech July 2011 - January 2015
State Street July 2011 - January 2015
SRI Infotech May 2010 - September 2010
State Street October 2009 - December 2009
State Street May 2006 - September 2006
Skills
Development Management, Java, Oracle, Systems Analysis, SQL, Data Modeling, SQL Server, Relational Databases, Requirements Gathering, Application Development, Application Design, Database Design, T-SQL, .NET, Software Project..., Functional..., Visual Basic, Requirements Analysis, PL/SQL, VBA, Unix, Oracle SQL, J2EE, Databases, DB2, XML, Financial Systems, Software Development, VB.NET, VBScript, SharePoint, IIS, Business Requirements, Oracle Applications, Oracle Financials, SDLC, Java Enterprise Edition, Unix Shell Scripting, SOA
Education
National Institute of Technology Warangal 2007 — 2011
B. Tech, Computer Science and Engineering
Jellyfish Online Marketing US August 2015 - Present
Jellyfish Online Marketing US December 2014 - August 2015
Jellyfish Online Marketing US October 2014 - December 2014
State Street November 2013 - October 2014
Mount St. Mary's University August 2012 - May 2013
Mount St. Mary's University September 2010 - May 2013
Merrill Lynch September 2012 - December 2012
Camp Winnebago June 2012 - August 2012
Mount St. Mary's University September 2011 - May 2012
Mount St. Mary's University September 2010 - May 2011
Education
Mount Saint Mary's College 2009 — 2013
Bachelor of Science (B.S.), Business, Concentration in Finance
State Street May 2011 - August 2011
Prudential Financial 2006 - 2010
Prudential Financial 2002 - 2006
Prudential Financial 2000 - 2002
Prudential Financial 1996 - 2000
CIT 1993 - 1996
PricewaterhouseCoopers 1991 - 1993
Skills
Asset Managment, Fixed Income, Portfolio Management, Banking, Investments, Bloomberg, Hedge Funds, Commercial Lending, Agricultural Lending, Finance, Asset Management, Auditing
Education
Montclair State University 1987 — 1991
BS, Business Administration/Accounting
Clifton High School
State Street October 2014 - Present
Arnold Worldwide October 2011 - September 2014
Arnold Worldwide July 2007 - October 2011
Fastenal July 2006 - July 2007
Monmouth College December 2005 - May 2006
Monmouth College September 2005 - December 2005
Skills
Accounting, Financial Analysis, Budgets, Microsoft Excel, Finance, Microsoft Office, Auditing, Forecasting, PowerPoint, Financial Reporting, Strategic Planning, Microsoft Word, Outlook, Project Management, Management, Analysis, Financial Accounting, Financial Modeling, Advertising, Customer Service, Sarbanes-Oxley Act, Data Analysis, Expense Management, Travel Management, Program Management, Process Improvement, Leadership
Education
Salem State University 2010 — 2011
Certificate Program, Accounting
Monmouth College 2002 — 2006
Bachelors, International Business, Economics, Anthropology
International Fund Service ( Ireland), A State Street Company October 2014 - Present
International Fund Service ( Ireland), A State Street Company April 2013 - October 2014
State Street March 2007 - August 2011
Skills
Bloomberg, Derivatives, Mutual Funds, Financial Reporting, Equities
Education
Monmouth University 2005 — 2007
MBA, Accounting
State Street April 2009 - Present
Insigma HengTian Software Ltd. August 2008 - September 2009
Skills
Databases, Requirements Analysis, Business Analysis, Data Modeling, SDLC, Analysis, Data Warehousing, Software Project..., Visio, Business Intelligence, Data Analysis, Business Requirements, Requirements Gathering
Education
Nanjing University 2004 — 2008
Bachelor, Major - Finance
State Street June 2005 - March 2012
State Street NJ June 2005 - March 2012
Education
Montclair State University 2005 — 2007
Bachelor of Science (BS), Finance + Economic Planning
Raritan Valley Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
State Street April 2010 - August 2013
TD Securities 2008 - 2009
CIBC 2007 - 2008
Skills
Investment Banking, Microsoft Excel, Investments, Bloomberg, Microsoft Office, Banking, Customer Service, Problem Solving, Analysis, Mutual Funds, Financial Analysis
Education
The University of Western Ontario 2005 — 2007
Bachelor of Arts (B.A.), Economics
NEOMA Business School
Business/Commerce, General
University of Ottawa / Université d'Ottawa
Certificate, Business Administration and Management, General
The Blackstone Group November 2010 - Present
State Street January 2006 - November 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Microsoft Excel, Auditing, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
Monroe College
State Street August 2007 - Present
Skills
Accounting, Financial Reporting, Account Reconciliation, Microsoft Excel
Education
Montclair State University 2001 — 2004
Bachelor's degree, Accounting
State Street May 2014 - Present
EBSCO Information Services December 2013 - April 2014
EBSCO Information Services July 2013 - November 2013
Great Oak Elementary School, Danvers Public Schools June 2013 - June 2013
Mount Holyoke College September 2009 - May 2013
Mount Holyoke College January 2013 - April 2013
Danvers Public Schools January 2010 - August 2012
Mount Holyoke College September 2010 - May 2012
The Catholic University of America September 2011 - December 2011
Skills
PowerPoint, Teamwork, SPSS, Data Analysis, Microsoft Office, Microsoft Word, Social Media, HTML, Java, Windows, Customer Satisfaction, Microsoft Excel, Customer Service, Photoshop, English, Event Planning, Technical Support, Troubleshooting, Help Desk Support, Customer Experience, CRM, Customer Service..., Custom Linking, EBSCO, Ebooks, Google Chrome, Firefox, Internet Explorer, IP, Outlook, Link Building, Databases, Database Admin, Editing
Education
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Education
State Street January 2015 - June 2015
Northeastern University September 2013 - December 2014
Northeastern University January 2014 - June 2014
Northeastern University January 2013 - June 2013
Skills
Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Customer Service, Event Planning, Social Media, SPSS, Windows, Financial Reporting
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Rouen Business School / ESC Rouen
Freshman Business Program, International Business
State Street Holiday Program CoordinatorSHARE, Inc.2011 - Present
Education
Mount Holyoke College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Shady Side Academy 1983 — 1986
State Street June 2008 - Present
State Street 2003 - June 2008
State Street 1995 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Northwest Missouri State University 1997 — 2000
Master of Business Administration (M.B.A.), Accounting
Missouri Western State University
BSBA, Accounting
State Street November 2000 - Present
State Street 1998 - 2000
State Street 1996 - 1998
Olsten Kimberly Quality Care 1994 - 1996
State Street April 1992 - 1994
Hunt Midwest Enterprises July 1989 - April 1992
Skills
Access Database, Microsoft Excel
Education
Missouri Western State University 1986 — 1989
Bachelor of Science (B.S.), Accounting
State Street December 2004 - Present
State Street November 2013 - December 2014
Skills
Business Analysis, Customer Service, Management, Process Improvement, Microsoft Excel, Risk Management, Vendor Management, Team Leadership, SDLC, CRM, IT Strategy, Requirements Analysis, Business Continuity, Outsourcing, Visio, IT Service Management, Disaster Recovery, Governance, Information Security, Enterprise Architecture
Education
Monmouth University
Bachelor of Science (B.S.), Criminal Justice