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.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
State Street January 2015 - June 2015
IntroMaps May 2014 - August 2014
Menlo School November 2010 - August 2014
Skills
Java, Racket, Final Cut Pro, Ableton Live, Microsoft Office, HTML, CSS, JavaScript
Education
Northeastern University 2013 — 2018
Bachelor of Science (B.S.), Computer and Information Sciences, General, Sophomore
KeyBanc Capital Markets February 2014 - Present
KDC Solar August 2013 - February 2014
Federal Deposit Insurance Corporation July 2012 - December 2012
State Street July 2010 - January 2011
Skills
Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Project Finance, Investment Banking, Power Generation, Renewable Energy, Solar Energy, Financial Analysis, Investments, Fixed Income, Microsoft Excel, PowerPoint, Corporate Finance, Currency, Spanish, Market Research
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
State Street September 2014 - Present
RFMarkets June 2014 - Present
State Street January 2013 - August 2013
National Union of Kuwaiti Students - USA November 2011 - December 2012
Options Group January 2012 - July 2012
National Union of Kuwaiti Students - USA November 2010 - November 2011
Skills
Bloomberg, QRM, Investment Banking, Quantitative Risk, Hedge Funds, Equity Research, Corporate Finance, Equities, Interest Rate Risk..., Capital Markets, Interest Rates, Derivatives, Fixed Income, Financial Analysis, Microsoft Excel, Market Research, Valuation, Investments, Treasury Management, Compliance Research, Entrepreneurship, Asset Management, Liability Analysis, Fixed Asset Management, Treasury Services, Asset Life Cycle..., Quantitative Risk..., Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Recruiting, Consulting, International Real..., Real Estate License, Finance
Education
Northeastern University 2009 — 2014
Bachelors of Science, Finance and Entrepreneurship
SinglePlatform June 2015 - Present
SinglePlatform February 2015 - June 2015
Saban Brands May 2014 - August 2014
State Street July 2013 - January 2014
State Street July 2012 - January 2013
XRoads Solutions Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media, Time Management, Customer Service, Event Planning, Photoshop, English, HTML, C, Windows, Matlab, Business Development, Strategy
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Insurance
Tarbut V' Torah High School 2005 — 2009
High School Degree
State Street September 2014 - Present
WB Mason July 2013 - December 2013
Paragano Real Estate Management May 2011 - January 2013
GMR Marketing September 2011 - December 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg Terminal, Investments, Mathematics, Accounting, Financial Analysis, Microsoft Word, Valuation, Financial Accounting, DCF Valuation, Real Estate, Financial Reporting, PowerPoint, AutoCAD
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
State Street November 2014 - Present
Eaton Vance October 2011 - September 2014
State Street July 2008 - March 2011
State Street May 2007 - July 2008
Skills
Mutual Fund Accounting,..., Attention to detail, Problem Solving, Accounting, Mutual Funds, Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Investments, Strategic Financial...
Education
Northeastern University 2007 — 2009
Master of Science (MS), Management
Northeastern University 2005 — 2007
Bachelor of Science (BS), Business Management
Hewlett-Packard June 2014 - May 2015
Jericho BECA November 2013 - November 2013
NewVantage Partners January 2012 - July 2012
State Street July 2011 - December 2011
State Street January 2011 - June 2011
Skills
Business Analysis, Change Management, Strategic Planning, Enterprise IT..., Knowledge Management, Globalization, Epistemology, Philosophy, Theology, Leadership, Data Science, Neuroscience, Emotional Intelligence, Sports Psychology, Criminology, Microsoft Excel, Microsoft Office, Business Intelligence, PowerPoint, Data Center, Analysis, Agile Methodologies, Customer Service, Data Analysis
Education
Northeastern University 2009 — 2014
BS, Business Administration
West Springfield High School 2006 — 2009
State Street January 2015 - Present
The Boston Consulting Group January 2014 - June 2014
Atlantic Power Corporation January 2013 - June 2013
Enquiron January 2012 - June 2012
Philip Morris International May 2011 - June 2011
Philip Morris International May 2010 - May 2010
Skills
Human Resources, Recruiting, HRIS, Onboarding, Microsoft Office, Microsoft Excel, PowerPoint, Performance Management, Teamwork, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Psychology
International School of Lausanne 2006 — 2010
International Baccalaureate
State Street September 2012 - Present
SSgA August 2009 - September 2012
SSgA December 2007 - August 2009
State Street August 2005 - December 2007
State Street August 2004 - August 2005
TAC Worldwide December 1994 - May 2003
Skills
Microsoft Office, PowerPoint, Word, Excel, Outlook, Social Media, Photoshop, Adobe Creative Suite, InDesign, Access, Adobe Acrobat
Education
Northeastern University 2003 — 2006
BA, Graphic Design
Katherine Gibbs Secretarial School - Certificate Program 1992 — 1992
EY October 2014 - Present
Northeastern University September 2013 - August 2014
Ernst & Young January 2013 - May 2013
Morgan Stanley January 2012 - June 2012
State Street January 2011 - July 2011
Skills
Finance, Financial Accounting, Financial Analysis, Financial Audits, Internal Controls, Financial Services, Valuation, Financial Modeling, Corporate Finance, Economics, Fixed Income, Bloomberg, Equities, Microsoft Office, Accounting, Microsoft Excel, Financial Reporting
Education
Northeastern University 2013 — 2014
Master of Science (M.S.), Accounting
Northeastern University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
State Street June 2011 - August 2011
Bank of America June 2010 - August 2010
Bank of America June 2010 - August 2010
Skills
Business Strategy, Business Development, Banking
Education
Northeastern University 2012 — 2015
Bachelor's degree, Business Administration and Management, General, freshman
Monument High School
South
Public Safety & Criminal Justice
Winter Wyman July 2013 - Present
Brown Brothers Harriman January 2012 - January 2013
Brown Brothers Harriman November 2004 - February 2012
Brown Brothers Harriman June 1998 - October 2004
State Street June 1995 - May 1998
State Street September 1982 - May 1995
Skills
Financial Services, Fund Accounting, Eagle STAR, Mutual Funds, Fixed Income, Equities, Foreign Securities, Foreign Currency, Pricing Systems, Pricing Analysis, Securities, Derivatives, Multi-currency, Business Requirements, Business Systems Design, Microsoft Applications, Information Mapping, Microsoft Excel, Visio, SnagIt, User Acceptance Testing, Test Plans, Alternative Investments, Partnership Accounting, Partnership Taxation, Hedge Funds, Trading, Fund Administration, Fund Of Funds, Eagle PACE, Horizon
Education
Northeastern University 1984 — 1992
Accounting
State Street June 2013 - December 2013
Pioneer Investments June 2012 - January 2013
ImustEAT LLC July 2011 - April 2012
Merrill Lynch June 2011 - September 2011
Steve Lonegan for Governor Campaign Headquarters March 2010 - July 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Bloomberg, PeopleSoft, Microsoft Excel, Microsoft Word, Marketing, Accounting, Budgets, Account Reconciliation, Finance, Sales, Business Planning, Access, Research, Customer Service, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance and Management, Religion Studies
Rae Kushner Yeshiva High
High School
State Street October 2008 - Present
State Street June 2006 - October 2008
State Street August 2003 - May 2006
Skills
Bloomberg, Financial Analysis, Mutual Funds, Fixed Income, Equities, Microsoft Excel, Investments, Portfolio Management, Bloomberg Terminal, Finance, ETFs, Global Custody, Securities, Bonds, Asset Management, Derivatives, Financial Reporting, Account Reconciliation, Fund Accounting, Microsoft Office, Corporate Actions
Education
Northeastern University 2006 — 2008
MS, Finance, General
Stonehill College 1999 — 2003
BA, Economics
Clough Capital Partners, L.P. June 2010 - Present
Wellington Management 2009 - 2009
State Street July 2008 - December 2008
Skills
Bloomberg, Hedge Funds, Financial Risk, Equities, Alternative Investments, Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science Business Administration, Finance and Insurance
The London School of Economics and Political Science (LSE) 2010 — 2010
Political Science
Ursuline Academy 2000 — 2000
State Street March 2015 - Present
Northeastern University - N.U.in Program July 2014 - November 2014
Suffolk County District Attorney's Office September 2011 - June 2014
Melick & Porter, LLP July 2009 - January 2010
Massachusetts Trial Court July 2008 - January 2009
Skills
Legal Writing, Public Speaking, Fundraising, Volunteering, Microsoft Office, Community Outreach, Trials, Criminal Justice, Team leading and..., Knowledge of legal..., Filling out restraining..., Working with Boston..., Working with Department..., Preparing Victim and..., Service-Learning, Program Development, Higher Education
Education
Northeastern University 2007 — 2011
Bachelor of Science, Criminal Justice and a minor in Latin American Studies
Catholic Memorial High School 2002 — 2006
High School Diploma
Harvard Management Company June 2012 - Present
State Street June 2010 - August 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, PowerPoint, Finance, Data Analysis, Analysis, Financial Reporting, Accounting, Microsoft Excel, Access, Business Analysis
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S., Accounting and Justice Studies
State Street September 2010 - Present
State Street January 2008 - September 2010
State Street Global Advisors September 2006 - December 2008
State Street 2004 - 2006
State Street 1992 - 2004
Skills
Mutual Funds, Middle Office, Trading Systems, Financial Services, Business Analysis, Derivatives, Finance, Risk Management, Data Warehousing, Data Modeling, Business Intelligence, Business Objects, Requirements Analysis, Asset Managment, Essbase, Electronic Trading, Process Improvement, Financial Modeling, Securities, Bloomberg, Data Reporting Anaylsis
Education
Northeastern University 1987 — 1991
Bachelor of Business Administration (BBA), Finance and Management
Weymouth 1983 — 1986
State Street June 2014 - Present
State Street June 2011 - June 2014
State Street February 2011 - June 2011
State Street August 2009 - February 2011
State Street January 2009 - July 2009
State Street June 2004 - July 2008
Jones, Lang January 2004 - May 2004
Alternative Solutions Group 2003 - 2004
Café Bank (formerly General Bank) 2002 - 2003
Office of School Development Services, MIT 2001 - 2002
Skills
Microsoft Excel, Outlook, Expenses, SharePoint, Accounts Payable, Accounts Receivable, Photoshop, Adobe Creative Suite, Lotus Notes, Microsoft Office, Analysis, Strategy, Vendor Management, PowerPoint
Education
Northeastern University 2013 — 2016
Liberty Mutual Insurance August 2014 - Present
Novartis March 2013 - June 2014
Novartis December 2012 - March 2013
BJ's Wholesale Club June 2012 - November 2012
BJ's Wholesale Club August 2011 - December 2011
The New Essex Office, Inc. June 2003 - August 2011
State Street January 2009 - June 2009
Skills
PeopleSoft, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Talent Acquisition, Finance, Human Resources, Onboarding, Recruiting, Applicant Tracking...
Education
Northeastern University 2007 — 2012
BSBA, Management
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration; Management
Danvers Highschool
BNY Mellon January 2014 - June 2014
State Street January 2013 - June 2013
KPMG Taiwan July 2012 - August 2012
Beacon Communities LLC January 2012 - June 2012
Cathay Life Insurance June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Geneva Accounting System, Barclays Point, Advent Geneva, PhotoImpact, HTML, Fixed Income, Risk Analysis, Performance Management, Bloomberg, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
AGC Partners December 2014 - March 2015
BNY Mellon March 2014 - September 2014
State Street June 2011 - January 2012
Richard Kane & Associates June 2007 - August 2010
CiDRA May 2010 - 2010
Skills
Bloomberg, FX, Excel, Bloomberg Terminal, Valuation, Fixed Income, Financial Analysis, Trading, Derivatives, Options, Equities, Financial Markets, FX Options, Microsoft Excel
Education
Università Cattolica del Sacro Cuore 2013 — 2014
Master's Degree, International Management, 3.9
Northeastern University 2009 — 2014
Bachelor's Degree, International Business, Finance, Italian, 3.85
Università Cattolica del Sacro Cuore 2012 — 2014
Bachelor's Degree, International Business, 110 and Honors/110
Ellington High School 2005 — 2009
State Street January 2007 - August 2012
Putnam Investments May 1993 - December 2007
Skills
Client Troubleshooting, New Procedure..., International/Broker..., Internal/External..., Excel, Word, Client Report..., Claims Research, Relationship Development
Education
Northeastern University
Bachelor's degree, Political Science
State Street February 2014 - Present
State Street Bank December 2012 - February 2014
State Street Bank March 2010 - December 2012
State Street Bank July 2006 - March 2010
Skills
Process Improvement, Financial Reporting, Equities, Bloomberg, Account Reconciliation, Financial Services, Analysis, Accounting, Fund Accounting, Valuation, Mutual Funds, Financial Modeling, Asset Management, Securities, Banking, Capital Markets, Microsoft Excel, Portfolio Management, Fixed Income, Financial Analysis, Derivatives
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Johnson & Johnson August 2015 - Present
Morgan Stanley March 2015 - August 2015
Morgan Stanley June 2013 - March 2015
Morgan Stanley July 2012 - December 2012
BNY Mellon June 2011 - April 2012
State Street January 2011 - August 2011
BNY Mellon June 2010 - August 2010
Stella McCartney June 2009 - August 2009
Skills
Data Analysis, Market Research, Microsoft Excel, Financial Research, Product Marketing, PowerPoint, Microsoft Word, Access, Sales, Public Relations, Marketing, Research, Bloomberg, Economics, Microsoft Office, Social Media, Capital Markets, Finance, Financial Analysis, Public Speaking
Education
Northeastern University 2008 — 2013
Bachelor of Arts, Economics & International Affairs Dual Major
Wayfair February 2013 - April 2014
Hungry Fish Media August 2011 - February 2013
Staples January 2011 - August 2011
State Street January 2010 - August 2010
Covidien July 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Supply Chain Management, Inventory Management, Access, Customer Service, Forecasting, Microsoft Word, Logistics, SAP, Supply Chain, Process Improvement, Materials Management, Management, Analysis, Pricing, Strategic Planning, Negotiation, Project Management, Product Development, Supply Chain..., Operations Management, Logistics Management, Time Management
Education
Boston University School of Public Health 2014 — 2016
Master's Degree, Maternal and Child Health
Northeastern University 2006 — 2011
International Business, Supply Chain Management
Tufts Health Plan June 2014 - Present
Tufts Health Plan January 2013 - June 2014
State Street January 2012 - June 2012
Tufts Health Plan January 2011 - June 2011
Westchester County Department of Public Safety May 2009 - September 2009
Skills
Microsoft Office, Research, Troubleshooting, SQL, Testing, Windows, Outlook, Active Directory, Access, Management, Microsoft Word, Security, Identity Management, System Administration, Customer Service, PowerPoint, Microsoft Excel
Education
Harvard Extension School 2013 — 2016
Master of Arts (MA), General Management
Northeastern University 2008 — 2012
BS, Criminal Justice, Minor in Computer Science
Splendid, a division of VF Corporation January 2014 - Present
Gexpro May 2013 - January 2014
Neutrogena January 2012 - June 2012
Johnson & Johnson January 2011 - July 2011
State Street January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Marketing
State Street August 2000 - Present
Skills
Business Analysis, Financial Services, Visio, MIS, Project Management, PMO, SQL, Business Process..., Data Analysis, Project Delivery, SharePoint, Six Sigma, Transition Management, Banking, Derivatives, Management, Risk Management, Vendor Management, Process Improvement
Education
Northeastern University 2010 — 2012
Master's degree, Project Management
Northeastern University
BA, IT
Meta Co. September 2014 - Present
Consult Start-Ups September 2012 - Present
WibiData 2014 - 2014
Atlassian August 2011 - September 2012
Atlassian April 2006 - August 2011
Cambridge Family and Children's Service October 2003 - August 2005
Boston Ballet October 1998 - May 2003
State Street July 1985 - May 1998
Skills
Office Management, Employee Relations, Employee Benefits, Human Resources, Recruiting, Project Management, Management, Talent Management, Start-ups, Enterprise Management..., Performance Management, Strategic Human..., Interviews, Employee Engagement, System Administration, Hiring, Innovation, HRIS, Hiring Employees, Talent Acquisition, Technical Recruiting, Onboarding, Applicant Tracking..., Leadership
Education
Northeastern University 2003 — 2005
BSBA, Business Management, 3.725
Northeastern University 2001 — 2003
Associate of Science (A.S.), Human Resources Management, 3.642
OHHS 1980 — 1984
High School
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management May 2013 - June 2015
State Street May 2011 - May 2013
State Street August 2009 - May 2011
State Street April 2008 - August 2009
Education
Northeastern University
BS, Criminal Justice
State Street June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank February 2010 - March 2014
Boardwalk Properties June 2009 - September 2009
Merrill Lynch July 2007 - January 2008
Aviva plc July 2006 - January 2007
Skills
Mutual Funds, Fixed Income, Accounting, Money Market Funds, Excel, Financial Reporting, Trade Operations, Loan Servicing, Credit, Bloomberg, Securities, Credit Derivatives, Analysis, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Accounting
Northeastern University 2012 — 2013
Graduate Certificate of Advanced Study in Management
Northeastern University 2004 — 2009
Bachelor of Science, Economics
State Street February 2013 - Present
Xpitax solutions February 2012 - April 2012
RJ Gold & Company February 2011 - April 2011
Raytheon Company November 2010 - January 2011
H&R Block, Inc January 2009 - April 2010
Partners HealthCare January 2001 - June 2002
Dana Farber Cancer Institute January 2001 - January 2002
Brite Voice Systems January 1999 - May 1999
Skills
Accounting, Tax, Tax Compliance, Consultation, Tax Preparation, Corporate Tax, Tax Returns, Income Tax, Auditing, Financial Analysis, Sarbanes-Oxley Act, Tax Research, Fund Accounting, Microsoft Excel, QuickBooks, Account Reconciliation
Education
Bentley University - McCallum Graduate School of Business 2010 — 2011
Master of Science, Taxation
Northeastern University 1996 — 2002
Bachelor in Science, Computer Science
Self-employed September 2013 - Present
Demand Media August 2007 - August 2014
State Street January 2005 - July 2007
Fleet Bank July 2001 - August 2001
Skills
Management, Social Media, Marketing, Strategic Planning, Marketing Strategy, New Business Development, SEO, Blogging, Marketing Communications, Research, Online Marketing, Editing, Copywriting, Web Content, Proofreading
Education
Northeastern University 2007 — 2009
Information Technology
University of Phoenix 2005 — 2007
Information Technology
Charlestown High 1999 — 2003
High school diploma
Northeastern University Chinese Students and Scholars Association May 2013 - Present
State Street June 2014 - December 2014
Nextgen Realty July 2013 - December 2013
Guotai Junan Securities Co., Ltd June 2012 - September 2012
Skills
Chinese, Guitar, Wengchun (Traditional..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BBA), Entrepreneurship and finance
State Street July 2015 - Present
Cognex Corporation July 2014 - December 2014
Northeastern University January 2014 - May 2014
Centra Lens June 2012 - July 2012
Skills
Microsoft Office, Matlab, SolidWorks, AutoCAD, Mechanical Engineering, Photoshop, Engineering
Education
Northeastern University 2012 — 2017
Bachelor of Engineering (BE), Mechanical Engineering
Putnam Investments August 1998 - Present
U.S. Department of Labor March 1995 - August 1998
State Street December 1985 - August 1993
Skills
Mutual Funds, Process Improvement, Financial Services, Securities
Education
Northeastern University 1994 — 1996
Masters of Science in Taxation (MST), Taxation
University of Massachusetts, Amherst 1982 — 1985
B.S B.A. in Accounting and Information Systems, Major: Accounting. Minor: Spanish
Hanover High School 1978 — 1982
Cloud Spectator November 2011 - Present
Bingham McCutchen LLP May 2011 - June 2011
Bingham McCutchen LLP January 2010 - June 2010
State Street January 2009 - July 2009
Wilmington Trust July 2008 - January 2009
Wilmington Trust January 2008 - July 2008
Skills
Product Marketing, Marketing Strategy, Start-ups, Marketing Communications, Cloud Computing, Strategic Partnerships, Strategic Planning, Product Management, Lead Generation, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office, Business Development, Market Research, Networking, New Business Development, Marketing
Education
Northeastern University 2006 — 2011
Bachelor’s Degree, Finance & Entrepreneurship, Magna Cum Laude
State Street October 2014 - Present
State Street Bank January 2011 - Present
State Street Bank June 2008 - December 2010
Lajoie Investigations, Inc June 2005 - June 2008
Massachusetts Bay Transportation Authority July 2003 - April 2005
Criminal History Systems Board December 2001 - July 2003
Skills
Management, Internal Audit, Corporate Actions, Audit, Financial Services, Bloomberg, Equities, Internal Controls, Investments, Finance, Microsoft Excel, Asset Management
Education
Northeastern University 2000 — 2005
Bachelor of Science, Criminal Justice
Oracle June 2014 - Present
Compuware June 2005 - June 2014
State Street January 2001 - May 2005
Lotus Development June 1988 - January 2001
Skills
Professional Services..., Project Portfolio..., Solution Architecture, Business Process..., Solutions Design, Solution Delivery, Change Management, Executive Management, Strategic Communications, Public Speaking, Business Strategy, Business Analysis, Project Management, Management, Business Process, Professional Services, Pre-sales, Business Intelligence, Cloud Computing, Integration, Enterprise Software, SaaS
Education
Northeastern University 1984 — 1989
BSBA, Management, 3.7
Wakefield High School 1980 — 1984
Brown Brothers Harriman July 2015 - Present
State Street January 2014 - June 2014
Anheuser-Busch May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Time Management, Social Networking, Event Planning, Marketing, Social Media
Education
Northeastern University 2012 — 2016
Bachelor's degree, Accounting and Finance
Ribet Academy 2008 — 2011
High School Degree
State Street August 2015 - Present
Merrill Lynch May 2007 - August 2015
Bank of America Securities May 2005 - June 2007
Deutsche Bank January 2003 - December 2003
Skills
Fixed Income, CDS, Series 7, Bonds, Credit Derivatives, Structured Products, Derivatives, Series 63, High Yield, Bloomberg, Equities, Hedge Funds, Capital Markets, Investments, Trading, Credit, Financial Markets, Swaps, CDO, Securities
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business Administration; Finance and Insurance
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
United Natural Foods October 2014 - Present
UnitedHealth Group March 2014 - August 2014
Aetna May 2012 - February 2014
Pearson Education October 2009 - May 2012
Pearson North America August 2007 - October 2009
Vestmark 2006 - 2007
Evergreen Investments 2005 - 2006
State Street 2004 - 2005
Omgeo 2002 - 2004
NuGenesis 2000 - 2001
Skills
Quality Management, Agile, SDLC, Quality Assurance, Test Strategy, Test Planning, User Acceptance Testing, Quality Center, Business Analysis, Requirements Analysis, Customer Relations, Certified Scrum Master..., Project Planning, Problem Solving, JIRA, Rally, XML, FIX, SWIFT, Agile Project Management, Process Improvement, Software Quality..., Software Project..., Software Documentation, Agile Methodologies, Enterprise Software, Integration, Test Automation, Scrum, Testing, Performance Testing, Customer Service, Project Management, Product Management, Manual Testing, Regression Testing, SOA, Requirements Gathering, Oracle, Visio, System Testing, Release Management, Java, Software Engineering, Business Requirements, Test Management, SWIFT payments, HP Quality Center
Education
Northeastern University 1988 — 1989
Certificate, MIS
State Street March 2015 - Present
First Derivatives February 2015 - Present
Pollak January 2012 - June 2012
Skills
Analysis, C++, Matlab, Engineering, Microsoft Excel, VBA, SQL, Bloomberg
Education
Northeastern University 2010 — 2014
Bachelors of Science, Mechanical Engineering, Magna Cum Laude
Harvard Management Company Portfolio Administrator InternHarvard Management CompanyJuly 2015 - Present
State Street June 2014 - December 2014
SCS Financial July 2013 - December 2013
Skills
Accounting, Corporate Finance, Financial Reporting, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern University 2011 — 2016
Finance
Winston Churchill High School
State Street October 2007 - Present
Fidelity Investments 2005 - October 2007
BOSTON PRIVATE BANK & TRUST CO 2003 - 2005
BANK OF AMERICA 2002 - 2003
Skills
Financial Reporting, Fund Administration, Equities, Accounting, SEC filings, Financial Analysis, Fund Accounting, Microsoft Excel, Fixed Income, Auditing & Compliance..., Team Leadership,..., Financial Analysis &..., Tax Filing & Reporting, Expert in Microsoft..., Finance, General Ledger, Banking, Cash Management, Account Reconciliation, Auditing, Microsoft Office, Mutual Funds
Education
Northeastern University 2003 — 2003
CERTIFICATE, PARALEGAL
UNIVERSITY OF MASSACHUSETTS AMHERST 1997 — 2001
Bachelors Degree (B.A.), Economics, and Political Science, GPA: 3.5
Harvard Management Company March 2013 - Present
State Street December 2011 - Present
Gabelli School of Business February 2011 - May 2011
Holmes Investment Management November 2010 - January 2011
Enterprise Rent-A-Car Company May 2010 - August 2010
Mac Gray Services Inc May 2008 - February 2010
Skills
Portfolio Management, Excel, PowerPoint, Word, Microsoft Office, Outlook, Access, Research, Online Research, Economics, Data Entry, Public Speaking, Data Analysis, Time Management, Problem Solving, Teamwork, Asset, Analysis, Investments, Microsoft Excel
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Northeastern University 2013 — 2016
Master of Science in Finance (MSF), Finance, General
Roger Williams University 2007 — 2011
Bachelor of Science, Finance
Investment Banking Institute
Keurig Green Mountain, Inc. September 2013 - December 2014
Keurig, Inc. June 2012 - September 2013
Keurig, Inc. July 2011 - December 2011
Harvard Management Company July 2010 - December 2010
State Street July 2009 - December 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Forecasting, Corporate Finance, Hyperion HFM, Hyperion Planning, Outlook, Visio
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Northeastern University
Eaton Vance August 2014 - Present
Federated MDT Advisers July 2013 - December 2013
State Street June 2012 - December 2012
L-3 Communications January 2011 - June 2011
Skills
Financial Analysis, Account Reconciliation, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Outlook, Data Analysis, Analysis, Asset Management, Microsoft Word, Customer Service, Access, Process Improvement, Financial Reporting, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Accounting
Manchester High School West 2005 — 2009
Level II Candidate in the CFA Program
State Street August 2015 - Present
State Street Bank October 2013 - July 2015
PwC August 2008 - October 2013
Skills
CPA, IFRS, GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis, Financial Audits, Financial Modeling, Due Diligence, Business Valuation, Corporate Finance, Financial Statements, Internal Controls, Financial Accounting, External Audit, Assurance, Finance, Big 4, Auditing, Private Equity, Risk Management, Analysis, Financial Services, Financial Risk, Microsoft Excel, Financial Reporting, Investments, Banking
Education
Northeastern University 2003 — 2008
Bachelor's degree, Accounting and Finance
Miles December 2013 - Present
J.P. Morgan August 2012 - October 2012
Standish Mellon Asset Management June 2011 - December 2011
State Street July 2010 - December 2010
LaForte Financial Services June 2006 - August 2006
Skills
Excel, Access, PowerPoint, Word, Bloomberg, Photoshop, Project Management, Microsoft Excel, Finance, Accounting, Securities, Mutual Funds
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing, Minor in International Affairs, 3.70
John Cabot University 2011 — 2011
N/A, Finance and Marketing
Westhill High School 2004 — 2008
Diploma, 3.66
Santander Bank August 2012 - Present
360 HUNTINGTON FUND June 2011 - September 2012
BANK OF AMERICA, COLUMBIA MANAGEMENT May 2011 - May 2012
BANK OF AMERICA, COLUMBIA MANAGEMENT August 2007 - May 2011
State Street May 2007 - August 2007
State Street October 2005 - May 2007
Skills
Bloomberg, Financial Modeling, Valuation, Excel, PowerPoint, Investments, Asset Management, Word, Corporate Finance, Business Management, Business Analysis, Business Strategy, Cash Flow Forecasting, Corporate Strategy...
Education
Northeastern University 2009 — 2012
Masters, Business Administration; Corporate Finance/Investments
University of Massachusetts, Amherst 2001 — 2005
BA, Communications
KKR November 2014 - Present
KPMG July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
State Street January 2010 - June 2010
HomeAid America June 2009 - August 2009
HomeAid America June 2008 - August 2008
State Street Global Advisors January 2008 - June 2008
Skills
Tax, Financial Statements, Financial Accounting, GAAP, Financial Reporting, Accounting, Financial Analysis, US GAAP, Investments, Tax Returns, Microsoft Excel
Education
Northeastern University 2006 — 2011
BSBA, Accounting and Finance
Northeastern University 2006 — 2011
Bachelor of Science Degree; Masters, Business AdministrationMay 2011; Accounting and Finance; Accounting
Mater Dei High School 2002 — 2006
Massachusetts Clean Energy Center May 2013 - August 2014
Citizens Committee to Elect Timothy P. Murray September 2012 - May 2013
State Street January 2012 - July 2012
Commonwealth of Massachusetts September 2011 - January 2012
Citizens Committee to Elect Tim Murray January 2011 - July 2011
Lawson & Weitzen, LLP January 2010 - July 2010
Skills
Microsoft Office
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.)
Northeastern University 2008 — 2013
BA, Communication Studies, Business Administration
Permal Capital Management December 2012 - Present
State Street June 2011 - November 2012
Harvard Business School Publishing - Corporate Learning January 2010 - September 2010
BNY Standish Mellon Asset Management January 2009 - June 2009
MFS Investment Management January 2008 - June 2008
Bankers Healthcare Group April 2007 - September 2007
Skills
MCH, GLS, InvestAI, Oracle Applications, Microsoft Office, Microsoft Excel, Peachtree, Bloomberg, Investran, Analysis, Investments, Mutual Funds, PowerPoint, Finance, Microsoft Word, Financial Analysis, Portfolio Management, Accounting, Data Analysis, Asset Management, Financial Modeling
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Business Administration - Finance and Accounting
Cazenovia High School 2002 — 2006
New England Institute of Technology October 2014 - Present
Harvard University May 2010 - October 2014
Harvard University FAS IT October 2008 - May 2010
Harvard University FAS IT 2006 - October 2008
Thomson Reuters 2000 - 2006
State Street 1998 - 2000
Fidelity Investments 1997 - 1998
State Street 1996 - 1997
MIT Lincoln Laboratory 1989 - 1996
US Army Signal Corp. 1984 - 1988
Skills
Technical Leadership, Disaster Recovery, Linux, Cisco Technologies, Network Design, Data Center, IT Management, Security, IT Strategy, Information Technology, TCP/IP, Network Architecture, Virtualization, Unix, ITIL, Solaris, Network Engineering, Network Security, Vendor Management, Cloud Computing, VMware, Infrastructure, Networking, System Administration, Switches
Education
Harvard Business School Executive Education Program 2007 — 2007
Certificate, Executive Education Program: Delivering Information Systems
Northeastern University 1995 — 2001
BS, Operations Management
Northeastern University 1988 — 1995
AS, Telecommunications
Boston Financial Data Services December 1997 - Present
State Street February 1988 - December 1997
Education
Rice University 1967 — 1971
Literature, Anthropology
Northeastern University
Bachelor of Arts (B.A.)
State Street January 2014 - June 2014
New Kingston Fashion September 2013 - December 2013
SABB August 2013 - August 2013
AIG January 2013 - June 2013
Popover Games, Inc. January 2011 - August 2012
Ghala Events January 2009 - July 2010
Skills
Customer Service, Analysis, Marketing, Event Management, Research, Microsoft Excel, Operations Management, Financial Analysis, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Finance, Team Leadership
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Finance & Insurance, Entrepreneurship & Innovation
The American School in Switzerland (TASIS) 2010 — 2010
Summer School, English & Media Studies Courses
Najd National Private Schools 1997 — 2010
Higher School Certificate, Natural Sciences Section
State Street Bank and Trust Co. October 2007 - March 2014
State Street 2005 - 2007
State Street Bank 2000 - 2005
Skills
Financial Services, Securities Lending, Collaborative Problem..., Research, Corporate Actions, Back Office, Middle Office, Settlement, Operations Management, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Operational Risk, Client Relations Skills, Equities, Work in A Fast Paced..., Positive Team Player, Process Improvement, Management, Fund Administration, back off, midd, Fixed Income, Securities, Risk Management, Mutual Funds, Bloomberg, Asset Management
Education
Northeastern University
athenahealth December 2014 - Present
athenahealth March 2013 - December 2014
Brown Brothers Harriman April 2011 - April 2013
Brown Brothers Harriman October 2007 - April 2011
State Street August 2007 - October 2007
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2010 — 2010
Graduate Certificate in Advanced Management
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business
John Hancock 2012 - 2012
State Street 2010 - 2011
Ernst & Young LLP 2005 - 2010
Fidelity Investments 2005 - 2005
Ernst & Young LLP 2000 - 2005
Wyeth 1997 - 1999
Skills
US GAAP, Internal Controls, SEC filings, Due Diligence, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Auditing, GAAP, Accounting, Financial Accounting, Valuation, Finance, Strategic Financial..., Forecasting, General Ledger, IFRS, Financial Statements, Financial Services
Education
Northeastern University 1999 — 2000
MBA/MSA
Stonehill College 1992 — 1996
BS, Biology
State Street July 2007 - Present
Investors Bank and Trust September 2006 - July 2007
Investors Bank & Trust February 2005 - September 2006
Lawson Software July 2001 - February 2005
Account4 September 1999 - July 2001
Skills
Financial Services
Education
Northeastern University
MBA
University of Massachusetts, Amherst 1986 — 1991
BBA, Operations Mgt
State Street June 2015 - Present
Brown Brothers Harriman March 2014 - June 2015
Brown Brothers Harriman April 2010 - February 2014
MFS July 2007 - April 2010
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust October 2005 - September 2006
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Internal Audit, Financial Services, Auditing, IT Audit, Business Continuity, Business Analysis, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Risk, SDLC, Information Security
Education
Northeastern University 2007 — 2010
Certificate, Information Security Management
Southern New Hampshire University 2004 — 2005
MS International Business, International Studies
Southern New Hampshire University 2004 — 2005
Certificate, Information Technology Management
Southern New Hampshire University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA)
SS&C HiPortfolio & Anova March 2014 - Present
Deutsche Bank Alternative Fund Services June 2008 - November 2013
Citi Hedge Fund Services (Formely Bisys) May 2005 - June 2008
Citi Hedge Fund Services (Formely Bisys) May 2005 - January 2007
State Street October 2003 - May 2005
State Street October 2001 - May 2003
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Fixed Income, Securities, Fund Administration, Alternative Investments, Financial Services, Fund Of Funds, Equities, Bloomberg, Relationship Management, Development & delivery..., P&L Reporting &..., Process Improvement, Performance Benchmarking, Statistical Analysis, Team Management
Education
Northeastern University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Marketing
State Street March 2010 - Present
State Street 2006 - 2010
State Street 2001 - 2006
State Street 1997 - 2001
Skills
Investment Management..., client Integration..., Business and Product..., Product Management, Trade Order Management..., Financial Transaction..., Project Managment, software Quality..., Project Management, Middle Office, SDLC, Software Quality..., Requirements Analysis
Education
Northeastern University
Master of Science, Economics
Dhaka University
Bachelor of Commerce and Administration, Finance / Marketing
Northeastern University February 2014 - Present
Reit Management & Research November 2008 - February 2014
The Forum Corporation November 2007 - November 2008
PwC May 2006 - November 2007
Carousel Industries November 2005 - May 2006
athenahealth 2003 - 2005
State Street August 2003 - February 2004
Liberty Mutual Insurance January 2001 - June 2001
Xchange Incorporated January 2000 - June 2000
Skills
Troubleshooting, Vendor Management, SQL, Active Directory, Visio, Project Management, Disaster Recovery, Software Documentation, SharePoint, Data Center, Microsoft Excel, Networking, Microsoft Office, Process Improvement, Strategic Planning, Telecommunications, VMware
Education
Northeastern University 1998 — 2003
State Street October 2012 - March 2013
United Technologies May 2011 - August 2012
Metratech August 2009 - March 2010
Iron Mountain March 2009 - July 2009
Turbine January 2008 - June 2008
DataLong November 2003 - September 2007
Systems Engineering Inc. November 2006 - August 2007
AndOR Capital Management June 2002 - March 2003
Media Contacts June 2001 - April 2002
Naviant, Inc. July 2000 - May 2001
Skills
Data Warehousing, Oracle, Databases, Microsoft SQL Server, ETL, Business Intelligence, T-SQL, Data Modeling
Education
Northeastern University 1985 — 1990
BSEE, Computer Major
Eagle Investment Systems August 2007 - Present
Brown Brothers Harriman March 2000 - March 2006
State Street 1999 - 2000
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Partnership Accounting, Securities, Financial Services, Investments, Fund Accounting
Education
Northeastern University 1992 — 1997
Hull High
Hull High
AXA Rosenberg 2008 - Present
State Street 2004 - 2008
State Street Corp 1996 - 2005
Skills
Bloomberg, Equity Trading, Electronic Trading, FX trading, Programming Languages, Equities, Trading Systems, Equity Derivatives, Asset Management, Financial Markets, Trading Strategies, Capital Markets, FX Options, Strategy, Portfolio Management, Settlement, Securities
Education
Northeastern University 1991 — 1993
Master of Science (M.S.), Management Information Systems, General
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
Bachelor of Arts (B.A.), Economics
State Street January 2007 - Present
Putnam Investments September 1997 - December 2006
Prudential Assurance January 1994 - October 1997
Skills
Alternative Investments, Fund Administration, Derivatives, Financial Services, Accounting, Bloomberg Terminal, Investments, Valuation, Portfolio Management, Asset Management, Finance, Risk Management
Education
Northeastern University 1966 — 1972
Bachelor of Arts (BA), Philosophy
State Street June 2006 - Present
MFS Investment Management June 2005 - June 2006
Skills
Leadership, Budgets, Mutual Funds, Internal Controls, Pricing
Education
Northeastern University 1995 — 1998
Geri Reilly Real Estate January 2013 - Present
IBM Software Group, Business Partner Marketing November 2012 - June 2013
Williams-Sonoma, Inc. 2009 - April 2013
Lang McLaughry Spera Realtors September 2005 - January 2013
Coldwell Banker Hickok & Boardman Realty 2004 - 2005
State Street November 1998 - November 1999
Fidelity Investments December 1997 - November 1998
Fidelity Investments May 1995 - December 1997
Fidelity Investments July 1994 - May 1995
Fidelity Investments July 1993 - June 1994
Skills
Selling, Real Estate, Negotiation, Marketing Strategy, Retail, Home, Marketing, Contract Negotiation, Sales Management, Inventory Management, Customer Service, Sellers, Strategic Planning, Council of Residential..., ABR, Investments, Residential Homes, Public Speaking, Senior Real Estate, Online Marketing, Property Management, Event Planning, Investment Properties, Budgets, Luxury, Real Estate Transactions, Condos, Buyer Representation, Single Family Homes, Buyers, First Time Home Buyers
Education
Northeastern University 1987 — 1992
Bachelor of Science, Dual Degree Finance and Marketing
Acton Boxborough Regional High School 1984 — 1987
Diploma
State Street 2006 - Present
Sportography April 2009 - June 2009
Ziggs, Inc. January 2005 - October 2005
Northeastern University Budget Office June 2003 - December 2004
Education
Northeastern University 2000 — 2005
Bachelors of Science, Economics
Stratlign Inc. 2008 - Present
State Street 2005 - 2008
Skills
Accounting,..., Financial Analysis, Financial Accounting, Financial Reporting, Accounting, Tax, Bookkeeping, Small Business, Budgets, Tax Returns, Tax Preparation, QuickBooks, Marketing, Finance, Sales
Education
Northeastern University
Bachelor of Science (B.S.), Economics
Suffolk University
Graduate Diploma, Public Accounting
CVS Pharmacy June 2009 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2001 - 2007
InterPay, Inc. 1998 - 2001
State Street 1990 - 1998
Skills
Cross-functional Team..., Process Improvement, Human Resources, Program Management, CRM, Strategy, Talent Acquisition, Change Management, Project Management, Leadership, Vendor Management, Management, Teamwork, Business Analysis
Education
Northeastern University
Bachelor of Science in Business Administration, Finance, Concentration: Investment Management and Analysis
WisdomTree Asset Management November 2013 - Present
MFS Investment Management July 2011 - November 2013
State Street April 2010 - July 2011
MFS Investment Management 2009 - April 2010
Mellon Financial 2007 - 2007
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Equities, Financial Reporting
Education
Northeastern University 2004 — 2009
Finance and Management
Pi Kappa Alpha
State Street November 1986 - April 2015
State Street November 1986 - May 2014
Skills
Fund Accounting, Fixed Income, Mutual Funds, Equities, Securities, Global Custody, Financial Services, Derivatives, Alternative Investments, Corporate Actions, Bloomberg, Investments, Middle Office, Risk Management, Banking, Financial Analysis, Business Analysis, Securities Lending
Education
Northeastern University 1978 — 1983
BS, Economy
HCPro, Inc. April 2013 - Present
LA Kelley Communications, Inc April 2010 - August 2012
Foss Manufacturing Company LLC 2006 - 2009
Foss Manufacturing Company, LLC 2006 - 2009
Jaques & Company, Inc 2002 - 2006
Select Appointments North America (now Randstad Professionals) 1999 - 2002
Select Appointments North America (now Randstad Professionals) 1999 - 2002
DeWolfe Real Estate 1997 - 1999
State Street January 1995 - January 1997
Skills
Marketing Strategy, Market Research, Marketing Management, Market Planning, Account Management, Strategic Planning, Direct Marketing, Online Advertising, Product Development, Social Media Marketing, New Business Development, CRM, Advertising, Business Planning, Business Strategy, Negotiation, Marketing, Direct Mail, Trade Shows, Press Releases, Public Relations, Leadership
Education
Northeastern University 1991 — 1994
Bachelor of Science, Business Administration, Marketing & International Business
Framingham North
State Street July 2012 - Present
State Street February 2009 - July 2012
State Street Global Markets December 2007 - July 2008
State Street January 2007 - September 2007
Putnam Investments January 2006 - July 2006
Education
Northeastern University 2004 — 2008
Finance
Brown Brothers Harriman May 2012 - Present
ING June 2009 - May 2012
State Street 2006 - 2009
Skills
Financial Services, Mutual Funds, Securities, Budgets, Fixed Income, Client Service Oriented, Compliance, Equities, Fund Accounting, Client Services, Financial Analysis, Finance, Analysis, Asset Management, Financial Modeling
Education
Northeastern University 1998 — 2006
Bachelor, Business Administration
Fidelity Investments - Strategic Advisers July 2015 - Present
Fidelity Investments-Strategic Advisers November 2011 - Present
Fidelity Investments December 2007 - November 2011
Fidelity Investments March 2006 - December 2007
State Street June 2002 - February 2006
Skills
Mutual Funds, Bloomberg, Financial Services, Equities, Asset Management
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
BS, Business Administration
St. Johns Prep 1993 — 1997
Massachusetts Bay Transportation Authority February 2011 - Present
SunGard Global Services April 2010 - February 2011
State Street 1989 - 2009
State Street Bank 1989 - 2009
Skills
SDLC
Education
Northeastern University
Bachelors, Finance / Management
State Street May 2008 - Present
Skills
Fixed Income
Education
Northeastern University
State Street April 2010 - Present
Education
Northeastern University
Plymouth State University
United Natural Foods November 2013 - Present
State Street June 2012 - September 2013
Millennium Group Inc. March 2010 - May 2012
AllTime Inc. March 2007 - February 2010
Allegro Micro Systems May 2002 - March 2007
MAC Systems April 2001 - May 2003
U.S. Navy April 1997 - April 2001
U.S. Navy July 1991 - April 1997
Skills
Troubleshooting, Test Equipment, Computer Hardware, Electronics, Access, Data Analysis, Management, Security, Leadership, Microsoft SQL Server, Integration, SQL, Testing, Salesforce.com, Business Analysis, Requirements Analysis, Software Documentation, Team Leadership, Technical Support, TCP/IP, Agile & Waterfall..., Customer Proxy, Spotfire reporting, Windows, Agile Methodologies, VMware, SharePoint Designer, SharePoint, IT Service Management, XML, Project Management, Servers, Hardware, Requirements Gathering, Team Facilitation, Negotiation, Social Media, Nessus, Wireshark, Metasploit, Active Directory, Networking, Network Administration, Web Services, Software Installation, Databases, Windows Server, Quality Assurance, Visual Basic, Software Development
Education
Northeastern University 2012 — 2014
Master's degree, Information Technology Project Management, Information security concentration, 3.667
Northeastern University 2010 — 2012
BSIT, Information Technology, 3.925
Bristol Community CollegeEst 2008 — 2010
Associate in Science in Computer Information Systems Transfer (Computer Science Transfer Concentrati, Computer Science
U.S. Navy 1991 — 1993
Elec Cert., Electronics
U.S. Navy Electronics Technician SchoolVocational, Electronics 1991 — 1993
Electronics Technician Certificate, Industrial Electronics Technology/Technician
Brockton High School 1988 — 1991
High School Diploma
The TJX Companies, Inc. June 2015 - Present
The TJX Companies, Inc. May 2014 - June 2015
TJX June 2013 - May 2014
State Street July 2010 - June 2012
Bank of New York Mellon October 2009 - December 2009
Consumers Interstate Corporation April 2008 - September 2008
Skills
Management, Analysis, Strategy, Retail, Social Media, Microsoft Office, Sales, Marketing, PowerPoint, Social Media Marketing, Customer Service, Data Analysis, Facebook
Education
Northeastern University 2007 — 2012
BSBA, Finance
Norwich Free Academy 2005 — 2007
Adams National Hisstoricl Park May 2009 - Present
MAC Risk Management, Inc. August 2002 - December 2008
State Street July 1997 - April 2002
Education
Northeastern University 2000 — 2000
Certificate, Paralegal
Suffolk University
bachelors, Business Administration
State Street January 2012 - Present
Computer Generated Solutions February 2008 - January 2012
Education
Northeastern University
Environmental Defense Fund 2015 - Present
State Street July 2013 - July 2014
State Street September 2012 - July 2013
The North Face September 2011 - September 2012
Keewaydin Camps June 2011 - August 2011
BrownGreer PLC December 2010 - June 2011
Keewaydin Environmental Education Center September 2010 - October 2010
Keewaydin Camp June 2010 - August 2010
U.S. Census Bureau April 2010 - May 2010
The North Face September 2008 - August 2009
Skills
Analysis, Microsoft Excel, Forecasting, Accounting, Microsoft Office, Leadership, Sales, Strategic Planning, Financial Reporting, Microsoft Word, Customer Service, Data Analysis, Bloomberg Terminal, Marketing Strategy
Education
The College of William and Mary - The Mason School of Business 2014 — 2016
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science, Economics
University of Sydney 2008 — 2008
Cambridge Associates June 2015 - Present
Cambridge Associates January 2015 - Present
Cambridge Associates July 2014 - January 2015
Cambridge Associates September 2012 - July 2014
State Street April 2011 - September 2012
Citibank October 2009 - April 2011
Autowater Irrigation Inc November 2008 - April 2011
Ruby Tuesday Restaurant August 2006 - April 2008
Stop & Shop August 1999 - August 2006
Education
Northeastern University 2008 — 2011
Bachelor of Science, Finance and Accounting Management, 3.9 GPA
State Street April 2014 - Present
State Street January 2013 - March 2014
State Street Corporation July 2012 - December 2012
INSIGHT June 2011 - August 2011
Analyseize Research May 2010 - December 2010
Ernst & Young July 2009 - August 2009
Education
Northeastern University 2008 — 2013
Bachelor of Science in Economics with a Dual Minor in Business Administration& Law and Public Policy, Economics
Modern Montessori School 1996 — 2008
International Baccalaureate Diploma
eSecLending October 2013 - Present
Investment Strategist / 15 Thurman Capital January 2011 - September 2013
Brown Brothers Harriman February 2008 - December 2010
K Capital Partners September 2001 - December 2007
State Street 1991 - 2001
Skills
Business Strategy, Equities, Hedge Funds, Derivatives, Trading, Financial Services, Prime Brokerage, Equity Trading, Swaps, Global Cash Management, Treasury Management, FX Hedging, Manage Complex Projects, Securities, Strategy, Securities Lending, Risk Management
Education
Suffolk University - Sawyer Business School 1995 — 1997
Master of Science, Finance
Northeastern University 1986 — 1991
BS in Business, Finance and International Business
Panalpina November 2013 - December 2014
Abbott May 2012 - July 2012
State Street July 2011 - December 2011
Skills
Research, Market Research, Photoshop, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Teamwork, Event Planning, Time Management, Social Media Marketing, Access, Marketing Strategy, HTML, Outlook
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Master of Business Administration (MBA), International Business
Northeastern University 2008 — 2013
Bachelor of Science (BS), Marketing, Finance
BlackRock July 2013 - Present
Wellington Management July 2012 - December 2012
State Street July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Investments, Microsoft Excel, Industry Research, Equity Research, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
IBM April 2005 - Present
State Street April 1995 - April 2005
Sybase June 1993 - April 1995
Computer Associates September 1989 - June 1993
Cullinet Software September 1984 - September 1989
Skills
Unix, SOA, MySQL, Software Development, Enterprise Architecture, Cloud Computing, JavaScript, Solaris, SQL, Agile Methodologies, Enterprise Software, Perl, Middleware, CSS, Software Project..., Disaster Recovery, SDLC, Websphere, Integration, Java
Education
Northeastern University 1982 — 1987
BS, Computer Science
Liberty Mutual Insurance July 2014 - Present
State Street July 2013 - January 2014
Northeastern University Student Affairs July 2012 - December 2012
EF Education First May 2011 - December 2011
Northeastern Resident Student Association 2009 - 2010
Skills
Social Media, Event Planning, Customer Service, Marketing, Digital Marketing, Business Strategy, Information Management..., CRM, Microsoft Office, Facebook, Public Speaking, Social Media Marketing, PowerPoint, Microsoft Excel, Leadership
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Marketing and Management Information Systems
State Street February 2008 - January 2012
Putnam Investments March 2000 - February 2008
Aquent 2004 - 2006
Renaissance Worlwide 1993 - 1996
Education
Northeastern University 1968 — 1978
BET, EE
Wentworth Institute of Technology 1962 — 1964
Aircraft Maintenence Tech
State Street Global Advisors January 2010 - Present
State Street Global Advisors January 2008 - January 2010
State Street Global Advisors January 2007 - January 2008
State Street July 2004 - January 2007
TAC Worldwide Companies 1992 - 2004
Skills
PowerPoint, Microsoft Excel, Word, Microsoft Office, Outlook, Access
Education
Northeastern University 2000 — 2005
BS, Graphic Design, Magna Cum Laude
Katherine Gibbs Secretarial School 1992 — 1992
Entree Program - Certificate
Westfield State University 1990 — 1992
Westwood High School 1986 — 1990
BNY Mellon September 2014 - Present
BNY Mellon June 2012 - Present
State Street January 2011 - May 2012
United Parcel Service September 2004 - December 2010
Sanahart International Sales June 2000 - September 2004
Education
Northeastern University
BS/BA, Finance
ING 2008 - Present
CitiStreet 2004 - 2007
CitiStreet 1999 - 2003
State Street 1998 - 1999
State Street 1992 - 1997
Education
Northeastern University 1985 — 1990
BS, Business
Fresenius Medical Care August 2014 - Present
Insight Global January 2014 - August 2014
ZeroChaos February 2013 - January 2014
State Street May 2007 - February 2013
IBM January 2004 - May 2007
Nortel Networks July 2000 - August 2003
Bay Networks/Xylogics 1997 - 1999
Skills
VoIP, Storage, Windows, Troubleshooting, Vendor Management, VMware, Servers, Virtualization, Active Directory, Integration, Process Improvement, SDLC, Data Analysis, Solaris, Visio, Software Development, Disaster Recovery, Testing, Unix, Technical Support
Education
Northeastern University 1982 — 1987
BS, Electrical Engineering with computer Science Option
Archbishop Williams H.S. 1978 — 1982
HIgh School Diploma
State Street July 1999 - Present
Education
Northeastern University 1985 — 1990
Bachelors, Marketing
Commonwealth of Massachusetts October 2005 - April 2014
State Street July 2000 - August 2005
Affiliated Computer Services 1998 - June 2000
Contract Consultant 1994 - 1997
Bank of Boston 1970 - 1993
Bank of Boston 1970 - 1973
Skills
Policy, Budgets, Government, Policy Analysis, Analysis, Nonprofits
Education
Northeastern University 1973 — 1978
Bachelor's Degree, Business Administration, Finance
Boston Financial Investment Management February 2014 - Present
Deloitte March 2013 - September 2013
IBM January 2010 - July 2010
State Street January 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Microsoft Office, Financial Reporting
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
CITIZENS BANK March 2011 - January 2014
Internap 2014 - 2014
Pugh Remodeling June 2001 - December 2011
Fidelity Investments March 1995 - September 2001
State Street 1994 - 1996
Skills
Teamwork, Telecommunications, Testing, Troubleshooting, Networking, Microsoft Word, Microsoft Excel, Project Delivery, Cable Management, Fiber Optics, Copper Cabling, Work Ethic, Ethernet, 10G Ethernet, Team Building, Project Management, Management, Data Center, Vendor Management, Servers, Cisco Technologies, Unix, Disaster Recovery
Education
Northeastern University 1995 — 1997
Certificate in LAN Technology, Computer Systems Networking and Telecommunications
Northeastern University 1994 — 1994
General Studies
Wentworth Institute of Technology 1987 — 1989
Computer Electronics Program, Computer Systems Networking and Telecommunications
State Street June 2007 - Present
Investors Bank & Trust June 1999 - June 2007
Sun Life of Canada September 1997 - June 1999
Massachusetts Casualty Insurance Company October 1990 - September 1997
Waters Corporation October 1987 - September 1990
Boston Five Cents Saving Bank June 1975 - October 1987
Skills
SQL, Business Continuity, SDLC, Project Management, Business Analysis, Financial Services, Disaster Recovery, Enterprise Architecture, Risk Management, PMP, IT Strategy, Visio, Project Portfolio..., System Administration, Databases, Program Management, Requirements Gathering, IT Management, ITIL, Data Center, Software Project..., SharePoint, Business Process, Requirements Analysis, Software Development, Process Improvement, Vendor Management, Analysis, PMO, Business Requirements, Data Warehousing, IT Service Management, Oracle, CRM, Business Intelligence, Information Technology, Systems Analysis, Integration, Microsoft SQL Server, Outsourcing, Unix, IT Operations, Security, User Acceptance Testing, Solution Architecture, Cloud Computing, Agile Methodologies
Education
Northeastern University 1973 — 1980
Computer Science
Newton North
Vertex Pharmaceuticals September 2014 - Present
Monsanto Company November 2013 - May 2014
Avaxia Biologics, Incorporated July 2013 - October 2013
Ligon Discovery September 2011 - December 2011
Roxbury Community College May 2011 - June 2011
Roxbury Community College October 2010 - December 2010
Roxbury Community College January 2010 - May 2010
State Street November 2006 - July 2009
Skills
Protein Purification, Column Chromatography, Bacterial Culture, staining of microbes, solution preparation, calibration of pH meter, SDS-PAGE, Agarose Gel..., plasmid mini-prep, UV-VIS spectrophotometry, ELISA, transformation, Media Preparation, PCR, High Throughput..., Data Transformation, Purification, Spectrophotometry, Staining, Biotechnology, Protein Chemistry
Education
Northeastern University 2015 — 2016
Bachelor's Degree, Health Science
Roxbury Community College
Associate of Science (AS), Biotechnology
Saint Charles Secondary School 1993 — 1995
High School Diploma
LS Power Development, LLC September 2013 - Present
State Street February 2010 - September 2013
AIG July 2004 - September 2006
Skills
Hedge Funds, Tax, Alternative Investments, Fund Administration, Microsoft Excel
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
Northeastern University
Master's degree, Taxation
Discoverture Solutions October 2012 - Present
Oak Creek Technology 2011 - 2012
Discoverture Solutions 2009 - 2010
OneBeacon Insurance 2007 - 2009
State Street 1994 - 2007
Skills
Requirements Analysis, Business Requirements, Process Improvement, Requirements Elicitation, Project Estimation, Test Planning, Testing, Training Manuals, Training, Project Management, Management, Workflow Analysis, Public Speaking
Education
Northeastern University
Bachelor of Science in Business Administration, Finance and Financial Management Services, Summa Cum Laude
Northeast Retirement Services November 2012 - Present
Citi HedgeFund Services 2007 - 2012
State Street Bank October 2006 - July 2007
State Street January 2000 - September 2006
Skills
Accounting, Risk Management, Portfolio Management, Investments, Equities, Hedge Funds, Securities, Asset Management, Alternative Investments
Education
Northeastern University
Bachelor of Science, Economics
State Street April 2011 - Present
Massachusetts Department of Elementary and Secondary Education November 2010 - April 2011
Massachusetts Attorney General’s Office January 2009 - June 2009
Shawmut Design & Construction December 2007 - June 2008
Skills
Fund Accounting, Fund Administration, Corporate Actions, Fund Of Funds, Fund Services, Mutual Funds, Global Custody, Hedge Funds, NAV, Bloomberg Terminal, Fixed Income, Financial Analysis, Financial Reporting, Equities, Account Reconciliation, Securities, Hedge Accounting, •Experience using MMARS, Knowledgeable in..., Excel Macros
Education
Northeastern University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
First Republic Bank October 2013 - Present
360 Huntington Fund October 2012 - May 2013
Wellington Management January 2012 - June 2012
State Street January 2011 - June 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Valuation, Data Analysis, Analysis, Finance, Equities, Financial Services
Education
Northeastern University 2012 — 2013
Master of Science (MS), Finance
Northeastern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Insurance, Entrepreneurship and New Venture Management
State Street February 2007 - Present
WTT Boston Lobsters February 2012 - July 2012
Skills
Microsoft Excel, Event Planning, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Marketing, Event Management, Marketing Communications, Project Management, Bloomberg, Strategic Planning, Customer Service, Strategic Communications, New Business Development, Team Building, Fund Accounting
Education
Northeastern University 2010 — 2012
Sports Leadership, Masters
Plymouth State University 2000 — 2004
Bachelor's of Science, Public Management, Bachelors
Exeter Area High School 1996 — 2000
John Hancock Life Insurance Company (U.S.A.) October 2007 - Present
Baystate Financial Services 2006 - 2008
State Street 2005 - 2006
Baystate Financial Services 2001 - 2005
Skills
John Hancock Certified..., Business Analysis, Financial Services, Requirements Gathering, SDLC, Microsoft Excel, Customer Service, Mutual Funds
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Finance / Management
Merrill Lynch March 2014 - Present
State Street 2011 - 2012
Income Research & Management 2010 - 2011
JTMF Tickets 2004 - 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Financial Risk, Financial Reporting, Stock Management, Asian markets, Cash Flow Forecasting, Process Improvement, Equity Valuation, Equity Capital Markets, Market Research, Qualitative Research, Bloomberg Software, Organizational..., Series 7, Series 63
Education
Northeastern University 2008 — 2013
Bachelor's degree, Finance, General
BNY Mellon August 2012 - Present
State Street February 2005 - August 2012
Deloitte February 2004 - February 2005
Education
Northeastern University 2006 — 2008
Master of Science (M.S.), Taxation
State Street January 1995 - Present
Education
Northeastern University 1989 — 1994
Accounting