State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Lillie B Merrill School June 2012 - Present
NEAI Corporation June 2004 - Present
NEAI Corp June 2004 - Present
State Street May 2001 - June 2003
State Street Corp May 1999 - June 2003
Skills
Accounting, Payroll, Accounts Receivable, Accounts Payable, Auditing, Management, Time Management, Employee Benefits, Mutual Funds, Interviews, Pricing, Financial Analysis, Fixed Income, Fund Accounting, Securities, Equities, Bloomberg, Financial Services, Corporate Actions, Financial Reporting
Education
Bridgewater State University 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Bridgewater State University
Bachelors, Finance Management
Bay State College 1994 — 1996
Associate's degree, Business Administration and Management, General
State Street May 2014 - Present
Tourneau September 2010 - May 2014
Boy Scouts of America January 2012 - July 2013
National Youth Leadership Training January 2011 - July 2011
Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Photoshop, Mac OS X, Microsoft Office, Outlook, Facebook, Access, Social Networking, Teamwork, Inventory Management, Leadership, Finance, Financial Analysis, Financial Reporting
Education
Baruch College 2011 — 2015
Zicklin School of Business, Finance, General
City University of Hong Kong 2013 — 2013
College of Business, Finance, General
Brooklyn Technical High School 2007 — 2011
State Street December 2013 - Present
SunGard March 2004 - June 2013
The Bank of New York September 1998 - March 2004
Skills
Equities, Private Equity, Portfolio Management, Fixed Income, Trading, Business Analysis, Bloomberg, Securities, Mutual Funds, Analysis, Financial Services, Accounting, Financial Modeling, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Claretiano
State Street July 2013 - Present
State Street Bank August 2011 - July 2013
Edwards Wildman Palmer LLP April 2006 - September 2010
Education
Suffolk University 2014 — 2016
Graduate, MST
University of Massachusetts 2010 — 2013
Bachelor of Applied Science
Bay State College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Hospitality Administration/Management
Yogella 2013 - Present
State Street August 2013 - May 2014
State Street April 2012 - August 2013
State Street November 2011 - April 2012
Skills
Research, Strategic Planning, Financial Analysis, Investments, Public Speaking, Nonprofits, Social Media, Marketing Strategy, Fundraising, Sustainability, Management, Leadership, Securities, Portfolio Management
Education
Bard College
Bachelor of Arts (BA), Asian Studies
Newton South High School
Wellington Management April 2015 - Present
Brown Brothers Harriman April 2014 - April 2015
Brown Brothers Harriman December 2012 - April 2014
State Street September 2012 - December 2012
Johnson & Johnson May 2011 - September 2011
MBCR June 2010 - September 2010
Education
Bates College 2008 — 2012
B.A., Economics & Philosophy
Noble and Greenough School 2004 — 2008
Diploma
Nativity Preparatory School 2000 — 2004
Burger King Corporation October 2013 - Present
State Street August 2011 - September 2012
State Street Global Service August 2011 - September 2012
Dunkin Donuts October 2009 - March 2010
Gertrude Townsend Head July 2008 - August 2008
McDonald's Corporation September 2006 - November 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Financial Accounting, Training, Staff Development, Data Entry, PowerPoint, Microsoft Word, Time Management, Outlook, Access, Leadership, Auditing, Teamwork, Team Leadership
Education
Bay State College 2009 — 2014
Associate's degree, Criminal Justice and Corrections
Year Up, Inc 2011 — 2012
Certificate in Financial Operation, Finance, General
Lincoln Technical Institute 2010 — 2011
Associate's degree, Criminal Justice and Corrections
Lincoln Technical Institute 2010 — 2011
Certificate in Criminal Justice, Criminal Justice and Corrections
Bay State College 2009 — 2011
Associate Degree, Criminal Justice
State Street August 2015 - Present
Gen II Fund Services, LLC January 2015 - July 2015
Nadine Food Corp. May 2010 - December 2014
Con Edison June 2011 - August 2011
Trade Fair Inc. December 2008 - April 2010
Skills
Microsoft Excel, Private Equity, Accounting, QuickBooks, Intacct, NetDocuments, Intralink, Investment Cafe, Corporate Tax Returns, Personal Income Tax..., Accounts Payable, Accounts Receivable, Bookkeeping, Microsoft Office, PowerPoint, Tax Preparation, Microsoft Word, Team Leadership, Analytics, Account Reconciliation, General Ledger, Invoicing, Strategic Planning, Interpersonal..., Power Plants, Internet Explorer, Customer Service, Interviews, Social Networking, Tourism, Tutoring, Creative Writing, Teamwork, Research, Forecasting, TaxWise, Financial Accounting, Cash Flow, PowerPlant, Financial Statements, Accruals, IFRS, US GAAP reporting, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor's Degree, Major: Accounting, Minor: Law & Policy, 3.3
LaGuardia Community College 2009 — 2011
Associate's Degree, Major: Accounting, 3.9
State Street June 2015 - Present
Easterly Capital July 2014 - June 2015
New England Aquarium June 2013 - August 2013
Pierce Aluminum June 2012 - August 2012
Green Energy Maine April 2012 - August 2012
Skills
Facebook, Social Media, Fundraising, Nonprofits, Research, Public Speaking, Data Analysis, Social Media Marketing, PowerPoint, Volunteer Management, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Community Outreach, Social Networking, Web Content Management, Human Resources, Photoshop, Outlook, Alternative Assets, Dynamo, Salesforce.com, WordPress, Investor Relations
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Environmental Studies
Middlesex School 2006 — 2010
High School Diploma
VIDRIO Financial LLC September 2012 - July 2015
SCS Financial December 2011 - August 2012
State Street July 2008 - December 2011
Viacom June 2007 - August 2007
Skills
Valuation, Private Equity, Operations Management, Data Analysis, Finance, Alternative Investments, Business Process..., Fund Administration, Hedge Funds, Social Media, Client Liaison, Fund Of Funds, Fund Accounting
Education
Boston University - School of Management 2005 — 2008
Bachelor of Science in Business Administration, Finance
Baruch College, City University of New York (CUNY) 2004 — 2005
State Street July 2015 - Present
State Street January 2015 - July 2015
Allied Barton May 2014 - August 2014
CVS Caremark Corporation November 2013 - May 2014
Rainbow Apparel Co January 2013 - September 2013
Rainbow Apparel Co June 2012 - December 2012
Skills
Microsoft Office, Customer Service, Management, Team Leadership, Teamwork, Communication, Multi Tasking, Problem Solving, Team Building, Telephone Skills, Troubleshooting, Time Management, Help Desk Support, Microsoft Excel, Information Technology, Leadership, Public Speaking, PowerPoint, Outlook, Computer Hardware, Social Media, Community Outreach, Retail, Research
Education
Year Up/Cambridge College 2014 — 2015
Bachelor of Science (B.S.), Business Management
Bay State College 2010 — 2010
Early Childhood Education and Teaching
BCLA
State Street 1997 - Present
Epsilon 1997 - 1997
FedEx 1994 - 1997
Skills
Data Warehousing, ETL, Web Development, OLAP, Application Development, Business Intelligence, Portals, Custom Software..., IT Strategy, SOA, Integration, Databases
Education
Texas A&M University 1991 — 1993
M.S, Computer Science
Bangalore University
B.S, Computer Science
Avention September 2014 - Present
ZeroTurnaround February 2014 - June 2014
Massachusetts Department of Revenue September 2009 - January 2014
State Street October 2006 - September 2009
Skills
Sales, Salesforce.com, Cold Calling, CRM, Deal Closure, Lead Generation, Mutual Funds, Research, Leadership, Excel, PowerPoint,..., Accounts Payable, Microsoft Word, Customer Service, PowerPoint, Budgets, Strategic Planning, Microsoft Excel, Marketing, Public Speaking, Securities, Social Media, Java
Education
Bates College 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
State Street August 2003 - Present
Bank of Tokyo-Mitsubishi UFJ November 1999 - July 2003
Skills
Middle Office, FX Options, Foreign Exchange, Settlement, Hedge Funds, FX Swaps, Interest Rate..., Structured Products, Futures, Bloomberg, Swaps, Equities, Operational Risk, FX Hedging, Prime Brokerage, Back Office, Interest Rate Swaps, Alternative Investments, SWIFT payments, FX trading, Asset Management, Operational Risk..., Derivatives, Trading, Trading Systems, Options, Financial Markets, Securities, Investments, Investment Banking, Financial Services
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
PEF Services LLC October 2012 - Present
State Street January 2001 - February 2012
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
Crescent Capital Group June 2015 - Present
Prudential Financial November 2014 - May 2015
Prudential Financial October 2006 - November 2014
State Street July 2004 - August 2006
Merrill Lynch January 2003 - June 2003
Gillette January 2002 - June 2002
Skills
Fixed Income, Financial Services, Mutual Funds, Banking, Trading, Microsoft Excel, Asset Management, Financial Analysis, Asset Managment, Bloomberg, Data Analysis, Trade Compliance, 1940 Act, Derivatives, BlackRock Aladdin
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Northeastern University 2000 — 2004
BSBA, MIS and Marketing
State Street March 2015 - Present
J.P. Morgan July 2008 - March 2015
Paychex October 2002 - July 2008
Skills
Collateral Management, Securities, Financial Services, Securities Lending, Repos, Fixed Income, Derivatives, Middle Office, Back Office, Financial Markets, Swaps
Education
Bard College 1994 — 1998
BA, English Language and Literature, General
Oak Knoll School
BlackRock March 2013 - Present
State Street February 2008 - September 2012
E*TRADE Financial April 2007 - February 2008
VanDerMoolen Specialists USA February 2000 - January 2007
Lyden, Dolan & Nick, LLC - NYSE Specialists September 1996 - February 2000
Skills
Series 7, Series 63, Financial Services, Financial Risk, Mutual Funds, Trading, Investments, Series 24, Portfolio Management, Uniform Combined State..., Strategic Financial..., Equities, Alternative Investments, Fixed Income, Mortgage Lending, Asset Allocation, Loans, Hedge Funds, Investment Strategies, Credit, Bloomberg, Bonds, Derivatives, Bloomberg Terminal, FX Options, Securities, Settlement, Back Office, Trading Strategies, Financial Markets, Options, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
N.Y.U. School of Continuing Education, Financial Markets
Bay State College
Bachelor's Degree, Business Administration/Management, 3.5
Northeastern University
Business Administration and Management, General
State Street August 2014 - Present
Greenhope Services for Women November 2013 - August 2014
Skills
Financial Accounting, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Management, Public Speaking, QuickBooks, Account Reconciliation, Accounting, Research
Education
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
cambridge health alliance 2012 - Present
Spaulding Rehabilitation Hospital March 2012 - April 2012
Cambridge Health Alliance January 2012 - February 2012
Sports & Physical Therapy Assosiates May 2011 - June 2011
MFS Investment Management July 2008 - September 2009
State Street December 2006 - July 2008
Skills
Physical Therapy, Rehabilitation, Orthopedic, Manual Therapy, Healthcare, Musculoskeletal, Hospitals
Education
Bay State College 2009 — 2012
Associate of Science (AS), Physical Therapist Assistant, GPA 3.68
UMass Lowell 2000 — 2004
Bachelor's degree, Finance, General
Staples December 2014 - Present
Boston Financial Data Services October 2013 - December 2014
State Street Global Advisors October 2011 - October 2013
D'Amore-McKim School of Business Corporate & Executive Education September 2011 - March 2012
State Street October 2010 - October 2011
State Street December 2006 - September 2010
State Street December 2006 - July 2008
State Street Corporation August 2005 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Alternative Investments, Investments, Analysis, Financial Analysis, Economics, Bloomberg, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Finance, Research, Asset Managment, Business Development, Business Strategy, Product Development
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, International Business
Bates College 2001 — 2005
B.A, Economics
4uOrtho LLC 2009 - Present
Deloitte 2007 - 2008
Deloitte 2003 - 2007
Deloitte 2000 - 2003
State Street 1999 - 1999
Skills
IT Strategy, Consulting, Investigation, Finance, Financial Modeling, Fraud, Start-ups, Management Consulting, Business Process..., Process Improvement, Analytics, Restructuring, Due Diligence, Risk Assessment, Project Management, Management, Forensic Analysis, Enterprise Risk..., Banking, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA
Williams College 1990 — 1990
Maritime Studies
Bates College 1985 — 1989
BA
State Street April 2010 - March 2012
Morgan Stanley February 2008 - September 2009
Morgan Stanley February 2006 - December 2007
Nextcarrier Telecom Inc October 2005 - January 2006
V&F SAP Solutions Inc June 2003 - January 2006
Skills
Account Reconciliation, Forecasting, Financial Reporting, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Science, Finance and Investments
HedgeServ March 2015 - Present
Conifer Financial Services (formerly Vastardis Capital Services) February 2014 - February 2015
J.P. Morgan June 2012 - January 2014
Societe Generale March 2011 - December 2011
State Street January 2008 - December 2010
Fidelity Investments July 2006 - November 2007
Rhode Island Department of Education 2004 - 2006
Skills
Geneva 9.0, Investran, Accounting, Project Support, Excel Pivot, Macro, Vlookup, Analysis, Leadership, Microsoft Excel, Access, Equities, Risk Management, Data Analysis, Public Speaking, Bloomberg, Process Optimization, Client Liaison, SunGard, Advent, Report Wizard
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate - Accounting Principles, Accounting
St. Joseph's College 2003 — 2006
Bachelor's Degree, English, Secondary Education
Community College of Rhode Island 2001 — 2003
English
Borough of Manhattan Community College
Certificate, Accounting
State Street January 2014 - Present
United States Marine Corps December 2012 - Present
State Street March 2012 - January 2014
Baruch Veterans Association September 2010 - June 2011
United States Marine Corps 2005 - 2009
Skills
Administration, Event Management, Inventory Management, Logistics, Military, Microsoft Office, Bloomberg Terminal, Spanish, Leadership, System Administration, Project Planning, Management, Analysis, Budgets, Security, Accounting, Microsoft Excel, Access, Account Reconciliation, Recruiting, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
BBA
State Street July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
Hess Energy Trading Company February 2013 - January 2014
US Securities and Exchange Commission May 2012 - August 2012
Baruch College Accounting Society June 2011 - June 2012
charity: water November 2011 - January 2012
DonorsChoose.org October 2010 - May 2011
Skills
Microsoft Office, Public Speaking, Social Networking, Team Building, Research, Customer Service, Networking, PowerPoint, Google Docs, Outlook, FogBugz, NetSuite, Survey Monkey, Volunteering, TEMPEST, General Ledger, Event Planning, Management, Accounting, Bloomberg Terminal, Access Database, Microsoft Excel, Access, Financial Analysis, Leadership, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2015
Bachelor’s Degree, Zicklin School of Business
City University of New York- New York City College of Technology
Accounting
Forest Hills High School
Morgan Stanley Wealth Management August 2013 - Present
State Street June 2011 - August 2013
Forex Signs Inc. March 2011 - May 2011
Bluefront Capital LLC September 2010 - January 2011
HedgeCo Networks May 2009 - August 2009
Skills
Financial Data Skills:..., Financial Data Skills:..., Hedge Funds, Trading, Risk, Credit, Analysis, C++, SAS, VBA, Microsoft Office, Microsoft Excel, Microsoft Access, Compliance, Pivot Tables, SQL, MS Excel (Macros,..., Bloomberg, Financial Risk, Market Risk, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor, Statistics and Quantitative Modeling, 3.6
KPMG August 2015 - Present
State Street December 2013 - July 2015
The Blackstone Group January 2013 - August 2013
U.S. Securities & Exchange Commission September 2012 - December 2012
New York City Business Integrity Commission June 2012 - August 2012
Condè Nast Publications January 2012 - May 2012
Live Nation Entertainment, Inc May 2008 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Pivot Tables, Bloomberg Terminal, Financial Reporting, Analysis, Outlook, Cash Flow Reconciliation, Financial Statements, Investments, Fund Reconciliation, auditing, Financial Accounting, Auditing
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Wantagh High School 2004 — 2008
State Street January 2012 - Present
Newport Corporation 2010 - January 2012
QLogic Coporation 2004 - August 2010
Critical Path September 2002 - October 2003
Providian Financial May 1999 - August 2002
Kernex micro systems 1997 - 1999
Skills
Storage, VMware ESX, Virtualization, Veritas Volume Manager, vCenter, ZFS, Clustering, Red Hat Linux, NetApp, VMware Infrastructure, Veritas, Storage Area Networks, Solaris, High Availability, Sun, VMware, SAN, DNS, System Administration, Disaster Recovery, Cloud Computing, Hardware, NAS, Linux, Data Center, Servers, Architecture, Operating Systems, Unix, Unix Shell Scripting, Shell Scripting, Switches
Education
Bangalore University 1989 — 1993
Bachelor of Engineering, Electroics and Communications
Brookline Bank 2013 - 2014
State Street August 2011 - December 2012
Boston Private Financial Holdings January 2002 - December 2010
Xylem Investments 1995 - December 2002
NVEST 1992 - 1995
Tne New England Companies 1984 - 1992
Price Waterhouse Coopers 1979 - 1984
Faw Casson & Co., LLP 1975 - 1979
Skills
Due Diligence, Mergers, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Budgets, Negotiation, Mergers & Acquisitions, Finance, Risk Management, Management, Financial Analysis, Start-ups, SEC filings, Portfolio Management, Hyperion Enterprise, Cash Flow, Credit, GAAP, Financial Statements, Banking, Consolidation, Internal Audit, Financial Services, Analysis, Tax, Financial Risk, Financial Reporting, Asset Management, Investments, Auditing, Cash Management, Managerial Finance, Financial Modeling, Revenue Recognition, CPA, Forecasting, Tax Accounting, US GAAP, Corporate Finance, Fixed Asset Management, Financial Planning, Sailing, SEC Filings
Education
Bentley University 1989 — 1992
MST, Taxation
Baldwin Wallace University 1971 — 1975
BS, Accounting
Virtusa July 2014 - Present
athenahealth January 2014 - June 2014
CA Technologies May 2013 - August 2013
Rapid7 November 2011 - March 2013
HCL America March 2011 - November 2011
University of Phoenix February 2005 - September 2011
(N/A - Freelance) November 2010 - March 2011
Kronos September 2007 - November 2010
State Street January 2004 - September 2007
State Street December 2000 - January 2004
Skills
MS Office Suite, Adobe Creative Suite, Axure, Usability Testing, User-centered Design, Technical Writing, User Research, Human Factors, Business Analysis, Process Improvement, User Experience, Usability, Business Requirements, Contextual Inquiry, Information Architecture, Wireframes, Interaction Design, User Experience Design, User Interface Design, Information Design, Requirements Gathering, User Interface, Visio, Heuristic Evaluation, Agile Methodologies, Microsoft Office, Persona, Scrum, Web Applications
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2004
MS, Human Factors in Information Design
The University of Texas at Austin 1991 — 1993
MA, English
Bates College 1974 — 1978
BA, English
The Museum of Modern Art July 2014 - Present
State Street September 2010 - June 2014
McGladrey & Pullen September 2007 - September 2010
The Metropolitan Museum of Art July 2005 - September 2007
Skills
Accounting, Financial Accounting, Financial Statements, Account Reconciliation, Investments, Auditing, Private Equity, Financial Services
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accountancy
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accountancy
Monticello High School 2000 — 2003
Central Catholic High School August 2015 - Present
Mill City Grows April 2013 - August 2013
State Street April 2013 - August 2013
Congresswoman Niki Tsongas Reelection Campaign April 2012 - August 2012
Skills
Leadership, Microsoft Office, Critical Thinking, Teamwork, Communication, Data Entry, Time Management, Multi Tasking, Organization, Sustainability, Coaching
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Environmental Studies
Brooks School 2006 — 2010
State Street April 2014 - Present
PwC June 2000 - April 2014
Credit Suisse February 1999 - June 2000
John Hancock Signature Services, Inc. March 1997 - February 1999
Liberty Mutual Insurance Group June 1993 - March 1997
Skills
Budgets, Accounting, Microsoft Office, Lotus Notes, Training, Time Management, Payroll, Leadership, Management, Analysis, Invoicing, Event Management, Marketing, Account Reconciliation, Strategy, Proposal Writing, Travel Arrangements, Confidentiality, Calendars, Accounts Payable, Access, QuickBooks, Accounts Receivable, Administrative..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Bay State College 1986 — 1988
Associate Degree, Applied Science
State Street April 2015 - Present
Skills
Financial Research, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Risk, Financial Accounting, Financial Close Process, Wealth Management, Portfolio Management, Valuation, Trade Finance, Foreign Exchange, Bonds, Derivatives, Credit Risk, Underwriting, Tax, Marketing Research, Market Analysis, Microsoft Excel, Computer Proficiency, QuickBooks, Analytical Skills, Negotiation, Driving Results, Self-starter, Client Focus, Teamwork, Team Building, Team-oriented, Network Building, Building Relationships, Time Management, Project Management, High Organizational..., Communication Skills, Multi Tasking, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Citi July 2014 - Present
Morgan Stanley October 2011 - July 2014
Citi Group February 2011 - September 2011
Barclays Wealth October 2010 - January 2011
J P Morgan Securities November 2009 - September 2010
CitiGroup January 2008 - October 2009
State Street August 2006 - January 2008
Brown Brothers Harriman November 2005 - July 2006
Fannie Mae November 2004 - October 2005
Johnson Controls August 1998 - September 2004
Skills
Business Analysis, PMO, Project Management, Program Management, Onboarding, Change Management, SDLC, Project Portfolio..., Management, PMP, Vendor Management, Risk Management, Information Technology, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence, IT Strategy, Project Delivery, Requirements Gathering
Education
Bangalore University 1994 — 1998
State Street August 2009 - Present
State Street November 1998 - Present
State Street April 2001 - August 2009
State Street November 1998 - April 2001
Skills
Analysis, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Outlook, Data Entry, Access, Research, Software Documentation, Payroll, Training, Time Management, Customer Service, Team Building
Education
Bay State College 1988 — 1990
State Street August 2013 - Present
State Street Global Advisors March 2007 - August 2013
IBT August 2006 - February 2007
Skills
Oracle, Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Business Analysis, Data Warehousing, Quality Center, Scrum, Software Quality..., SQL, SOA, Visio, Test Planning, Test Automation, Vendor Management, PL/SQL, Testing
Education
Bangalore University 2000 — 2004
Computer Science
Wells Fargo September 2009 - Present
Syntel Inc February 2008 - Present
American Express September 2008 - September 2009
State Street Corporation February 2008 - August 2008
State Street September 2007 - January 2008
Andersen Door and Windows February 2007 - September 2007
Mutual of Omaha October 2006 - February 2007
Lego Toys September 2005 - October 2006
Lego Toys November 2004 - August 2005
E-Trade January 2004 - November 2004
Education
Bangalore University 1996 — 2001
B.E - Bachelor of Engineering, Computer Science
Bangalore University
B.E, Computer Science and Engineering
State Street December 2014 - Present
State Street October 2013 - November 2014
State Street March 2011 - October 2013
Steinberg, Steckler & Picciurro CPAs July 2010 - March 2011
Time Warner Cable November 2007 - July 2010
Citibank May 2005 - November 2007
Skills
Accounting, Accounts Receivable, Financial Analysis, Auditing, Microsoft Excel, Finance, PeopleSoft, Financial Statements, Journal Entries, GAAP, Analysis, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Taxation
Baruch College, City University of New York (CUNY) 2012 — 2015
Master's Degree, Information System
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
State Street August 2015 - Present
inVentiv Health October 2013 - July 2015
Fidelity Investments 2005 - March 2013
Demos Solutions 1998 - 2005
The Research Foundation for SUNY 1996 - 1997
Tice Consulting 1991 - 1996
Skills
Relationship Management, Vendor Management, Process Improvement, Change Management, Project Management, Program Management, Talent Management, Performance Management, Leadership Development, Performance Consulting, Workshop Facilitation, Strategic Planning, Financial Services, Strategy, Mutual Funds, Organizational..., Instructional Design, Organizational..., Performance Improvement, Management, Leadership, Employee Training, Management Consulting, Business Process, Needs Analysis, Employee Engagement, Succession Planning, Executive Coaching, Organizational Design, Onboarding, 360 Feedback, Learning Management, Training Delivery
Education
Bard College
BA, Sociology
State University of New York at Albany
PhD, Sociology, Public Administration
NorthPoint Digital May 2014 - Present
Timlin Enterprises April 2013 - May 2014
WorldAPP June 2009 - April 2013
Impole Corporation June 2008 - July 2009
Syrinx Consulting November 2006 - June 2008
Advanced Visual Systems May 2005 - June 2006
Impole Corporation October 2002 - May 2005
Cintra Software and Services July 2000 - September 2001
Oracle July 1999 - September 2000
State Street September 1992 - July 1999
Skills
SaaS, Enterprise Software, Lead Generation, Business Intelligence, CRM, Professional Services, Demand Generation, Competitive Intelligence, Market Research, Salesforce.com, Software Industry, Account Management, Start-ups, Team Management, Selling, Sales Operations, Management Consulting, Leadership, Sales Management, Business Analysis, Management, Program Management, Contract Negotiation, Strategy, Strategic Partnerships, Channel Sales, Financial Services, B2B, Outsourcing, Consulting, Sales, Surveying, Market Intelligence, Licensing, Banking, Trading, Business Process, B2B software, Primary Research, Process Engineering, Vertical Marketing, Secondary Research, Business Development, Mobile Devices, Marketing Strategy, Solution Selling, Multi-channel Marketing, Marketing, Content Management, Cloud Computing
Education
Harvard University 1997 — 1998
Certificate Studies, Graduate-level Business Studies, Harvard Extension School
Bard College 1988 — 1992
BA, English/Literature
Université Sorbonne Nouvelle (Paris III) 1990 — 1991
Year Abroad, French Language and Literature
Kent School 1984 — 1988
Diploma
Credit Suisse March 2015 - Present
State Street July 2013 - March 2015
Skills
Economics, Investments, Corporate Finance, Equity Valuation, Fixed Income, Derivatives, Financial Accounting, Statistics, Alternative Investments, Portfolio Management, Relationship Management
Education
Bates College 2009 — 2013
Bachelor of Arts (B.A.), History
2015 Level II Candidate in the CFA Program
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program
The University of Edinburgh 2011 — 2011
Study Abroad Program, History
Wilton High School 2005 — 2009
State Street October 2014 - Present
4CAST August 2013 - October 2014
National Securities June 2013 - August 2013
AIESEC January 2012 - December 2012
Embaixadores Globais June 2012 - August 2012
Gap Inc. August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Project Planning, Sales, Teamwork, Analysis, Finance, Financial Analysis
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration, Finance
Moët Hennessy 2014 - 2015
State Street 2012 - 2014
BlackRock 2010 - 2012
NYSE Euronext 2008 - 2009
AIG Capital Partners 2005 - 2007
Archeus Capital Management 2004 - 2005
Morgan Stanley Investment Management 2004 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Financial Reporting, Accounting, Capital Markets, Finance, Financial Services, Hedge Funds, Derivatives, Due Diligence, Investment Banking, Fixed Income, Private Equity
Education
City University of New York-Baruch College 2005 — 2005
Class, Statistics
Pace University 2001 — 2001
Class, Business Law and Taxation
University of Mumbai 1993 — 1995
Masters, Business Management
Jai Hind College - University of Bombay 1989 — 1993
Bachelor, Business (Financial Accounting and Auditing)
Apple Industries Ltd 1992 — 1992
Diploma, Computer Programming and Application
Swedbank August 2013 - January 2014
Swedbank September 2011 - July 2013
Swedbank December 2010 - August 2011
ALPFA January 2009 - May 2010
State Street June 2009 - December 2009
State Farm Agent February 2008 - June 2008
Levy Economics Institure September 2004 - December 2006
Bangladesh Enterprise Institute December 2005 - January 2006
Skills
Financial Analysis, Interest Rate..., International Business, Team Management, Capital Markets, Leadership, Research, Management, Program Management, Emerging Markets, Investments
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance
Bard College 2003 — 2007
BA. Hons, Economics
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
SUNY College at Old Westbury 2015 - Present
Baruch College 2010 - Present
Baruch College 2009 - Present
Alliance Bernstein 2007 - 2008
State Street 2007 - 2007
Madison Portfolio Consultants 2006 - 2007
Skills
SAS, Stata, Econometrics, Quantitative Analytics, Research, Portfolio Management, Data Analysis, Analysis, Statistics, LaTeX, Qualitative Research, Economics, Emerging Markets, Corporate Finance, Financial Modeling, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2015
Doctor of Philosophy (Ph.D.)
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Master of Business Administration (MBA)
Fordham University 2006 — 2008
M.A.
Johann Wolfgang Goethe-Universität Frankfurt am Main 2003 — 2005
Jagiellonian University 1998 — 2002
B.A.
II Liceum Ogolnoksztalcace im Jana III Sobieskiego w Krakowie 1994 — 1998
Dana-Farber Cancer Institute September 2015 - Present
State Street June 2014 - August 2014
IDeA Networks of Biomedical Research Excellence Short Course May 2014 - June 2014
Shaw's Supermarkets June 2009 - August 2012
Skills
Biology, Biostatistics, Research, Minitab, GraphPad Prism, Laboratory Skills, Organization, Social Media, Long Distance Running
Education
Bates College 2011 — 2015
Bachelor’s Degree, Biology, General
Danish Institute for Study Abroad 2013 — 2013
Archbishop Williams High School 2007 — 2011
RBC Dominion Securities March 2013 - Present
RBC Wealth Management October 2009 - February 2013
BMO Nesbitt Burns October 2008 - October 2009
State Street July 2007 - October 2008
State Street April 2006 - July 2007
Bar-Ilan University 2001 - 2004
Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management
Education
Canadian Securities Institute 2012 — 2013
Applied Financial Planning (AFP)
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials (WME)
Canadian Securities Institute 2010 — 2010
Financial Planning II
Canadian Securities Institute 2010 — 2010
Financial Planning I
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Conduct and Practices HandBook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Bar-Ilan University 2001 — 2004
BA, Majored in Economics and minored in Mathematics
Core7 Referral System April 2014 - Present
Building Impact January 2011 - March 2014
Building Impact January 2011 - December 2011
State Street July 2007 - December 2010
State Street October 2004 - July 2007
State Street August 2003 - October 2004
Skills
Strategic Planning, Non-profits, Social Media, Program Management, Marketing, Event Planning, Organizational..., Leadership Development, Budgets, Marketing Communications, Business Development, Team Building, Change Management, Talent Management, Project Management, Human Resources, Management, Leadership, Nonprofits, Microsoft Excel
Education
Boston University, School of Education 2008 — 2009
Masters
Bates College
B.A.
State Street January 2014 - March 2014
Bank of America Merrill Lynch March 2013 - July 2013
JPMorgan Chase January 2009 - June 2012
Interlink Properties, LLC July 2007 - January 2009
JPMorgan Chase February 2004 - July 2007
JPMorgan Chase September 2002 - February 2004
JPMorgan Chase December 1997 - September 2002
Bankers Trust August 1994 - January 1997
Skills
Bloomberg, Corporate Actions, Financial Analysis, Account Reconciliation, Mutual Funds, Fund Accounting, Fixed Income, Accounting, Risk Governance, Audit investigation, MIS Reporting, Project Management, Foreign Exchange, Cash Management, Trade Settlement, Cash Settlement, Research and..., Securities, Financial Reporting, Equities, Banking, Settlement, MIS, Risk Management, Finance, Access, Payments, Asset Management, Global Custody, Financial Risk, Financial Services, Portfolio Management, Credit, Corporate Finance, Financial Statements, Auditing, Sarbanes-Oxley Act, Internal Audit, Private Equity, Fund Administration, Hedge Funds, Derivatives, AML, Trading, Analysis, Valuation, Back Office, Investments, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 2012 — 2012
Certificate in Forensic Accounting
Baruch College 1985 — 1991
Bachelor of Business Administration (BBA), Accounting
Self-employed January 2009 - Present
State Street November 1984 - November 1996
Skills
Copywriting, Copy Editing, Web Content, Proofreading, Press Releases, Newsletters
Education
Bates College 1980 — 1984
Bachelor of Arts (B.A.), Spanish Language and Literature
State Street September 2012 - April 2013
HSBC Bank USA, National Association, May 2012 - June 2012
KBC Financial Products 2007 - May 2011
KBC Financial Products 2003 - 2007
NDB/Deutsche Bank 1995 - 2001
Skills
ISDA, Credit Derivatives, Equity Derivatives, Hedge Funds, Derivatives, Equities, Capital Markets, Swaps, Middle Office, Interest Rate..., Bloomberg, Alternative Investments, Structured Products, Risk Management, Risk Mitigation, Financial Analysis, Financial Reporting, Profit & Loss Management, Financial Services, Prime Brokerage, Securities, Income Statement, Settlement, Financial Markets, Back Office, Fixed Income, Equity Trading, Bonds, Finance, Options, Investment Banking, Trading, Financial Modeling, Trading Systems, Valuation, Electronic Trading, Credit, Structured Finance, Asset Management, FX Options, Portfolio Management, Equity Research, Market Risk, Private Equity, Financial Risk, Emerging Markets, Mutual Funds, Hedging, Rates, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance, Accounting
City University of New York-Baruch College 1991 — 1995
BBA, Finance, Accounting
Sapient Global Markets August 2015 - Present
State Street August 2014 - June 2015
Thomson Reuters April 2013 - April 2014
Thomson Reuters April 2012 - April 2013
SunGard Financial Systems July 2011 - April 2012
Omgeo, A Thomson Reuters/DTCC Company 2009 - July 2011
Omgeo, A Thomson Reuters/DTCC Company April 2007 - 2009
Investors Bank & Trust December 2005 - April 2007
Thomson Course Technology April 2004 - December 2005
Cort Business Services September 2001 - March 2004
Skills
Product Marketing, Lead Generation, Product Management, Cross-functional Team..., Marketing Strategy, Thought Leadership, Go-to-market Strategy, Product Launch, Brand Management, Delivering ROI, Positive Can-do Attitude, Self-starter, Client-oriented, Field Marketing, Salesforce.com, B2B Marketing, Financial Services, Cloud Computing, Sales Operations, CRM, Leadership, Marketing, SaaS, Sales, Professional Services, Enterprise Software, Analytics, Management, Strategy, Start-ups
Education
Bates College 1997 — 2001
BA, International/Global Studies
Queensland University of Technology 2000 — 2000
International Politics, Study Abroad Program
Paramount Equity March 2011 - Present
Paramount Equity Mortgage February 2010 - February 2011
State Street July 2007 - February 2010
Ernst & Young May 2005 - April 2007
Skills
EMT, Firefighter I
Education
California State University-Sacramento 2003 — 2005
Bachelors, Business (Finance/Risk Mgmt)
Bakersfield College 2001 — 2003
Associate of Arts, Liberal Studies
StoneTurn Group December 2013 - Present
WeSparkt October 2012 - November 2013
Leaf Clean Energy February 2013 - May 2013
Social Finance, Inc. June 2012 - August 2012
Blue Heron Capital March 2012 - June 2012
StoneTurn Group December 2010 - July 2011
StoneTurn Group July 2008 - December 2010
State Street June 2007 - August 2007
Skills
Venture Capital, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Strategic Planning, Market Research, Project Management, Team Building, Business Valuation, Nonprofits, Analytics, Private Equity, Start-ups, Strategy, Investments
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA)
Bates College 2004 — 2008
Bachelor of Arts, Psychology
State Street May 2015 - Present
Skills
Microsoft Office, Fitness, Photoshop, Reuters, Market Research, Basic Commerical Real..., Loan Ammortization, Schedules, Windows, Broker Follow-Up, Communication, Customer Service, Data Analysis, Social Media, Calyx Point, Data Quality Control
Education
Zicklin School of Business 2011 — 2013
Bachelor of Business Administration
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA)
St. Demetrios Greek American High School 2001 — 2009
National Football League September 2013 - May 2014
Interstate Interiors, Inc. June 2013 - September 2013
State Street July 2011 - June 2013
Friends of Bates Athletics 2010 - 2011
Skills
Press Releases, Research, Customer Service, Management, Accounting, Editing, Microsoft Excel, PowerPoint, Microsoft Office, Program Management, Access, Fundraising, Social Media
Education
Bates College 2007 — 2011
Bachelor of Arts (B.A.), American History (United States)
The Governor's Academy 2003 — 2007
High School
The Umbra Institute, Perguia, Italy
Junior Year Study Abroad
Arrowstreet Capital April 2014 - Present
Brown Brothers Harriman August 2013 - April 2014
State Street February 2012 - August 2013
State Street July 2011 - February 2012
State Street October 2010 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Stata, Visual Basic, Bloomberg, Valuation, Accounting, Alternative Investments, Analysis, Financial Reporting, Eviews, Financial Services, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Mutual Funds, Securities
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Finance, General
Bates College 2006 — 2010
B.A., Economics
Westwood High School 2002 — 2006
HedgeServ November 2014 - Present
US Army National Guard February 2012 - December 2014
State Street December 2012 - November 2014
Marks Paneth & Shron LLP January 2010 - February 2012
The Corporate Presence September 2009 - June 2010
Baruch College Registrar September 2009 - January 2010
Kum Kang Inc. January 2004 - October 2009
Westside Cultural Center January 2007 - June 2007
Skills
Financial Statements, GAAP, Accounting
Education
Baruch College 2008 — 2011
BBA, ACCOUNTING
SUNY New Paltz 2007 — 2007
Cello Performance, Music Therapy/Therapist
State Street July 2015 - Present
Year Up March 2015 - Present
Victoria's Secret June 2014 - August 2015
Starbucks June 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Teamwork, Research, Training, PowerPoint, Time Management, Social Media
Education
Cambridge College/Yearup 2015 — 2016
Accounting and Finance
Bay State College
Arts, Entertainment, and Media Management
State Street April 2015 - Present
QA Mentor January 2015 - April 2015
TheStreet December 2005 - December 2014
Imagine Software 2000 - 2005
Skills
Quality Assurance, Manual Testing, Test Automation, Test Engineering, Test Planning, JIRA, Social Media, E-commerce, Agile Methodologies, Digital Media, User Acceptance Testing, Scrum, SDLC, Project Management, Kanban, TestNG, Scripting, JavaScript, HTML, Online Marketing, Online Advertising, Microsoft Office, SEO, System Testing, Regression Testing, SQL, Unix, GRID, SilkTest, Usability Testing, Eclipse, Web Applications, Mobile Devices, XML, Testing
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelor's Degree, Marketing
State Street May 2010 - Present
Acquia March 2008 - May 2010
PSVillage - Professional Services Executive Community March 2008 - February 2009
HP Software February 2007 - March 2008
Mercury Interactive February 2006 - January 2007
Systinet March 2004 - January 2006
eFORCE September 2002 - March 2004
Context Integration November 1999 - September 2002
Harvard University April 1994 - November 1999
Skills
Architecture, Professional Services, Software Development, Kanban, Agile, DevOps, Project Automation, Software Engineering, Engagement Management, Security Audits, Automation, Agile Methodologies, Consulting, SaaS, Enterprise Software, Cloud Computing, Pre-sales, Product Management, SDLC, Enterprise Architecture, Start-ups, SOA, Integration, CRM, Web Services, Project Portfolio..., Architectures, Program Management, Start-up, Strategy
Education
Bates College 1991 — 1995
BA, Mathematics
State Street Global Advisors January 2015 - Present
State Street October 2009 - January 2015
MFS Investment Management September 1999 - December 2008
MFS Investment Management November 2000 - September 2003
MFS Investment Management September 1999 - November 2000
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Equities, Excel, PowerPoint, Word, Risk Management, Financial Analysis, Microsoft Office, Fixed Income, Research, Trading, Finance, Investment Management
Education
Boston University Graduate School of Management 2007 — 2008
MS, Master of Science in Investment Mgmt
Bates College 1995 — 1999
BA, Psychology
Steelcase November 2014 - Present
Steelcase June 2013 - November 2014
State Street July 2011 - June 2013
State Street December 2010 - August 2011
State Street August 2006 - December 2010
Northwestern Mutual Financial Network August 2005 - August 2006
Skills
Accounting, Trading, Expenses, Securities, Financial Analysis, Process Improvement, Asset Management, Compliance, Accounts Payable, General Ledger, Oracle, Oracle Applications, Mutual Funds, Investments, Management, Financial Services, Business Analysis, Analysis, Strategy, Finance
Education
Baker University 2008 — 2010
MBA, Business Administration and Management, General
Hope College 2002 — 2006
BA, Business Management
Michigan State University
West Michigan Supply Chain Management Certificate Series, Logistics, Materials, and Supply Chain Management
State Street August 2009 - Present
Moody's March 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Valuation, Credit, Bloomberg, Derivatives, Client Service, Credit Derivatives, Swaps, Structured Products, Fixed Income, Account Reconciliation, Equities, Finance, Hedge Funds, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance, Investments, Mathematics
Lloyds Bank North America December 2014 - Present
Lloyds Banking Group March 2011 - December 2014
State Street September 2009 - February 2011
Ophedge Invesment Services LLC April 2008 - January 2009
Ramius Capital Group LLC December 2004 - February 2008
Bank of Bermuda May 2004 - November 2004
Bank of Bermuda October 2002 - May 2004
Salomon Smith Barney July 2000 - October 2002
Skills
Fixed Income, Hedge Funds, Fund Accounting, Bloomberg, Fund Of Funds, Equities, Derivatives, Alternative Investments, Fund Administration, Asset Managment, Securities, Mutual Funds, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Investment Banking, Portfolio Management, Investments, Private Equity, Equity Research, Banking, Risk Management, Accounting, Finance, Financial Services, Financial Reporting, Corporate Finance, Financial Risk, Microsoft Excel, Business Analysis, Due Diligence, Financial Statements, Analysis, Cash Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
Queensborough Community College
State Street December 2014 - Present
SOCAR Gobustanneft September 2012 - September 2014
Azerlotereya October 2006 - September 2014
Unitech October 2001 - June 2007
Skills
System Administration, SharePoint, ITIL, Visio, Database Administration, AIX, TSM, Project Management, VMware, Databases, Oracle, Windows Server, VMware ESX, MS Project, IT Service Management, Active Directory, Operating Systems, Team Leadership, Servers, Software Documentation, Access, Microsoft Excel
Education
Baku State University 1998 — 2002
Bachelor's degree, Economics & Cybernetics
J.P. Morgan April 2014 - Present
Bank of New York Mellon December 2008 - March 2014
Boston Financial Data Services 2003 - December 2008
State Street 2003 - 2007
ING Furman Selz 1998 - 2003
ING Investment Management 1998 - 2002
Schroders September 1995 - August 1998
Goldman Sachs Asset Management January 1990 - September 1995
Skills
ETFs, Management, Client Services, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Asset Management, Portfolio Management, Investments, Risk Management, Capital Markets, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Public Administration
Pace University - Lubin School of Business
MS, Investment Management
State Street Senior Business AnalystHSBCNovember 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
Zurich North America June 2014 - Present
Church of the Resurrection October 2000 - Present
WageWorks October 2012 - June 2014
Sprint November 2009 - October 2012
State Street August 2000 - November 2009
Aquila October 1999 - June 2000
First Data Corporation October 1998 - October 1999
GE Capital May 1991 - January 1999
Skills
Budgets, Financial Analysis, Forecasting, Process Improvement, Strategic Financial..., Access, Strategic Planning, Leadership, Financial Reporting, Finance, Accounting, Microsoft Office, Troubleshooting, Accounts Receivable, Business Analysis, Data Analysis, IT Project, Management, Vendor Management, Product Support
Education
Baker University 2006 — 2008
MBA, Business
The University of Texas at Dallas 1995 — 1997
BS, Economics, Finance
Johnson County Community College 1989 — 1991
AAS, Paralegal
Shawnee Mission South
BNY Mellon June 2015 - Present
State Street July 1993 - June 2015
Skills
Sales Management, International Sales, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Asset Managment, Securities, Equities, Fixed Income, Investments, Portfolio Management, Fund Of Funds, Valuation, Derivatives, Risk Management
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Finance / Corporate Finance
McGill University 1986 — 1988
BA Honours, Political Science
Bates College 1983 — 1985
N/A
State Street May 2008 - Present
Fannie Mae August 2005 - February 2008
Citizens Bank January 2005 - May 2005
Nextel June 2004 - December 2004
Skills
Requirements Analysis, Quality Center, SDLC, Business Analysis, Software Project..., Testing, Business Requirements, Data Warehousing, Requirements Gathering, Software Quality..., Quality Assurance, Agile Methodologies, Test Planning, User Acceptance Testing, HP Quality Center
Education
University of New Orleans 2001 — 2003
Masters, Mechanical Engineering
Bangalore University 1994 — 1999
Bachelors, Mechanical Engineering
Vignan 1992 — 1994
Intermediate, Maths
ST.ANNS 1980 — 1992
SSC
State Street 2012 - Present
Fidelity Investments June 2010 - August 2012
Rodman & Renshaw 2008 - 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance and Statistics
State Street September 2014 - Present
State Street Bank December 2012 - Present
State Street Corporation February 2007 - November 2012
Bank of America August 2006 - February 2007
John Hancock July 2005 - December 2006
Skills
Bloomberg, Excise, Budgets, Expenses, Dividends, Daily Performances, Leadership, Finance, Nonprofits, PowerPoint
Education
Bay Path College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Cambridge College 2006 — 2007
Business Management, Finance
English High School 2002 — 2005
Global Studies
Reservoir Capital Group May 2007 - Present
State Street 2003 - 2006
State Street 2002 - 2003
Education
Baylor University 1998 — 2002
State Street September 2013 - Present
State Street February 2012 - September 2013
State Street October 2010 - February 2012
Loro Piana August 2010 - October 2010
Axiom Capital Management September 2008 - January 2009
Skills
Financial Analysis, Hedge Funds, Accounting, Alternative Investments, Finance, Cash Management, Microsoft Excel, Internal Controls, Risk Management, Financial Reporting, Banking, Account Reconciliation, Investments, Asset Management, Equities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelors, Finance
BCBSA Co. 2013 - March 2015
State Street 2007 - 2013
Citi 2004 - 2007
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Asset Management, Business Analysis, Financial Analysis
Education
Charles University in Prague 1984 — 1990
Master's Degree, Mathematics
City University of New York-Baruch College
Financial Accounting, Investment Banking
State Street DirectorDeustche Bank1997 - 2002
Bankers Trust 1997 - 2000
JPMorgan 1979 - 1997
Skills
Financial Services, Middle Office, Securities Lending, Back Office, Securities, Fixed Income
Education
Bates College
New York University - Leonard N. Stern School of Business
State Street 2008 - Present
Credit Suisse 2004 - 2008
Skills
Financial Institutions, Foreign Exchange, Business Analysis, Project Management, Sales Automation, Trading Systems, Electronic Trading..., UAT coordination, System Testing, Process Enhancement, Business Process Design, Trading, Fixed Income, Prime Brokerage, Middle Office, Currency, Bloomberg, Settlement, FX Options, Global Custody, Fund Accounting, Credit Derivatives, Derivatives, Swaps, Capital Markets, Interest Rate..., Equities, Collateral Management, VBA, Financial Markets, Electronic Trading, Money Market, Investment Banking, Back Office, Mutual Funds, Portfolio Management, Securities, Structured Products, Hedge Funds, Securities Lending, Options, Bloomberg Terminal, FX trading, Financial Services, Asset Management, Equity Derivatives, Bonds, Fund Administration, Market Data, Market Risk
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
High Tech MBA
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance & Investments
Borough of Manhattan Community College 1998 — 2000
AAS, Accounting
State Street July 2007 - February 2009
Education
Bay State College 1980 — 1983
BA
State Street August 2013 - Present
State Street Global Markets September 2011 - August 2013
The Bostonian Group July 2010 - September 2011
The Bostonian Group March 2009 - July 2010
JPMorgan Chase October 2007 - April 2008
Skills
PowerPoint, Insurance, Risk Management, Human Resources, Project Management, Analysis, Investments, Customer Service, Strategic Planning, Microsoft Excel, Performance Management, Employee Benefits, Market Research, FX trading, Databases, Data Analysis, Bloomberg, SWIFT messaging, Procedure Development, Macro, Pivot Tables
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investment, Minor in Anthropology
SS&C Technologies September 2013 - Present
State Street April 2011 - August 2013
State Street June 2007 - April 2011
Lord Abbett & Company September 2006 - May 2007
Legg Mason September 2006 - December 2006
TIAA-CREF June 2006 - August 2006
France Telecom February 2006 - April 2006
AlgoOpVantage 2006 - 2006
Time Inc. September 2004 - January 2005
Standard & Poor's 2005 - 2005
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Valuation, Investments, Derivatives, Portfolio Management, Due Diligence, Financial Services, Microsoft Excel, Tax Preparation, Tax Advisory, Accounting
Education
Boston University 2008 — 2010
Masters, Banking & Financial Services Management
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Finance & Investments
Brooklyn Technical High School 1999 — 2003
PwC December 2013 - Present
State Street May 2007 - November 2010
Skills
Accounting, Financial Analysis, Account Reconciliation, Tax, General Ledger, Financial Statements, Hedge Funds, Fund Of Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2005
Bachelor’s Degree, Accounting
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
State Street March 2014 - Present
State Street January 2008 - March 2014
Dakko property Management November 2007 - December 2007
Xin Ye Inc July 2004 - November 2007
New York City Housing Authority (NYCHA) September 2003 - December 2003
Skills
Accounting, Accounts Payable, Financial Reporting, QuickBooks, Payroll, Accounts Receivable, Microsoft Excel, Tax
Education
City University of New York-Baruch College 2004 — 2008
Bachelor's degree, Accounting, 3.68
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Accounting
La Cocina November 2014 - Present
Cypress String Quartet November 2014 - Present
Morgan Stanley 2004 - 2009
FinecoBank April 2002 - September 2004
State Street October 1999 - October 2001
Federal Reserve Bank of New York June 1991 - September 1999
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), International Finance
Barnard College 1987 — 1991
Bachelor’s Degree, Urban Economics and Sociology
Audax Group September 2014 - Present
State Street Bank September 2013 - September 2014
State Street August 2012 - September 2013
Prada June 2011 - August 2011
Prada June 2010 - August 2010
Morgan Stanley September 2007 - February 2009
Pioneer Shipping Logistics Inc June 2007 - September 2007
Skills
Piano, Conversational Japanese, Canto, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Cantonese, SPSS, Finance, SharePoint, Economics
Education
Boston University Questrom School of Business 2010 — 2012
Business Administration, Finance, 3.21
Baruch College, City University of New York (CUNY) 2008 — 2012
Business Administration, Finance and Theater, 3.69
Stuyvesant High School 2004 — 2008
High School Diploma
Johnson Financial Group February 2014 - Present
U.S. Bank July 2013 - February 2014
State Street September 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2012
State Street January 2010 - September 2011
innoPad, Inc. October 2009 - January 2010
Bates College September 2008 - May 2009
Skills
Data Analysis, Research, Microsoft Excel, Quantitative Analytics, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Access, Analysis, Economics, VBA, Spanish, Econometrics, Outlook, SQL
Education
Northeastern University 2010 — 2012
MPS, Geographic Information Technology
Bates College 2005 — 2009
BA, Economics
Best Doctors May 2014 - Present
Granite Telecommunications January 2011 - Present
W.A. Wilde January 2010 - August 2010
State Street November 2007 - December 2008
Skills
Testing, Test Planning, QTP, SDLC, Test Cases, Quality Center, System Testing, Regression Testing, SQL, Quality Assurance, Databases, Oracle, Microsoft SQL Server, Business Analysis, Black Box Testing
Education
Bangalore University
BSC
B.O.C. Life Solutions, Estate Planning and Asset Protection 2012 - Present
Bank of Canton 2008 - Present
State Street 1990 - 1999
State Street 1990 - 1999
State Street 1990 - 1999
Skills
Investments, Retirement Planning, Wealth Management, Securities, Asset Management, Certified Estate..., Series 63, Financial Analysis, Finance, Portfolio Management, Financial Services, Capital Markets, Risk Management, Financial Risk, Analytics, Leadership, CDO
Education
Suffolk University 1998 — 2000
Master of Business Administration (M.B.A.)
Boston College 1987 — 1990
Bachelor of Arts (B.A.), Economics
Bates College
MassMutual Financial Group July 2014 - Present
State Street August 2013 - July 2014
State Street June 2011 - August 2013
MassMutual Financial Group November 2009 - June 2011
Bates College September 2008 - May 2009
Bates College August 2006 - May 2009
Hamilton Sundstrand May 2008 - December 2008
Skills
Valuation, Bloomberg, Reuters, Microsoft Excel, Microsoft Access, VBA, Microsoft SQL Server, Microsoft Powerpoint, Maple, Matlab, Minitab, Pagemaker, InDesign, Photoshop, Data Analysis, Business Analysis
Education
Bates College 2005 — 2009
Bachelors of Arts, Mathematics
Ludlow High School 2001 — 2005
Collaborative Consulting April 2010 - Present
Fidelity Investments March 2007 - December 2009
Fidelity Investments July 2006 - February 2007
Fidelity Investments August 2002 - June 2006
State Street June 2001 - September 2001
Exodus Communications 1994 - 2001
City of Woburn, MA September 1992 - September 1995
Arthur Andersen September 1990 - September 1992
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Bates College 1986 — 1990
BA, Economics
BlackRock August 2008 - Present
State Street August 2007 - August 2008
Palmeri Fund Administrators, Inc. August 2005 - August 2007
Vining Sparks, IBG August 2000 - August 2005
Round Hill Asset Management April 1997 - July 1999
Skills
Alternative Investments, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Reporting, Financial Analysis, Internal Controls, Real Estate Fund..., Accounting, Investments
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Accounting
City University of New York - Medgar Evers College 1993 — 1995
Accounting
PulsePoint September 2014 - Present
PulsePoint June 2014 - August 2014
Alibaba.com March 2010 - June 2013
State Street January 2008 - March 2010
State Street July 2006 - January 2008
Skills
SQL, Tableau, Management, Relationship Management, Strategic Planning, Project Management, Metrics, Risk Management, Business Analysis, Team Management, CRM, Databases, Online Marketing, Creative Thinking, Marketing & Branding, Process Improvement
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Marketing/Marketing Analytics
Zhejiang University
bachelor, English Language and Literature, GPA 3.75
VMTurbo August 2015 - Present
VMTurbo October 2013 - Present
VMTurbo March 2013 - September 2013
HCC Specialty September 2012 - December 2012
State Street August 2010 - March 2012
Skills
Statistics, Business Development, Sales Operations, Account Management, Management, Virtualization, SaaS, Data Center, CRM, Enterprise Software, Leadership, Cloud Computing, Sales Process, Cold Calling, Business Strategy, Lead Generation, Solution Selling, Closing Abilities, Financial Services, Client Rapport, PowerPoint
Education
Bates College 2006 — 2010
BS, Economics
Hingham High School 2002 — 2006
Altisource September 2014 - Present
EMD Millipore April 2014 - September 2014
Wipro Technologies October 2004 - September 2014
State Street January 2013 - March 2014
Dun & Bradstreet February 2005 - January 2013
Triple Point Technology 2003 - 2004
ACS of India Pvt Ltd., Bangalore, India 2003 - 2003
Infosys Technologies, Bangalore, India 2002 - 2003
Topsys Solution, Bangalore India 2002 - 2003
Skills
Requirements Analysis, Global Delivery, Data Integration, Agile Methodologies, ETL, Business Analysis, Data Modeling, Informatica, Vendor Management, Business Intelligence, Data Warehouse..., Data Warehousing, Integration, SDLC, Software Project..., PL/SQL, Database Design, Unix, Solution Architecture
Education
Administative Management College 1997 — 2000
MCA, Computer Science
Barkatullah Vishwavidyalaya 1994 — 1997
BA (Mgt), Management
Reputation Institute June 2015 - Present
State Street January 2015 - May 2015
Argopoint LLC July 2014 - September 2014
Impole Corporation 2012 - 2013
Double E Company January 2012 - September 2012
Kantar Media 2011 - 2012
Jobs with Justice March 2011 - June 2011
Deutscher Bundestag March 2010 - July 2010
Caspian Direct GmbH January 2009 - June 2009
European Commission August 2004 - July 2005
Skills
Market Research, Market Analysis, Business Development, Online Research, Business Intelligence, New Business Development, Legal Advice, International Law, Legal Research, Management, Business Planning, Justice, Business Analysis, Marketing, PowerPoint, Project Management, Social Media, Microsoft Excel, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
MBA Candidate
University of Bremen 2005 — 2010
Doctor of Law, LLM, Comparative Law
Baku State University 2003 — 2005
Master's degree, International Law and Legal Studies
PwC September 2015 - Present
Westfield Capital Management January 2015 - August 2015
Westfield Capital Management May 2012 - December 2014
Westfield Capital Management April 2011 - May 2012
State Street June 2009 - August 2009
Skills
Equities, Bloomberg, Investments, Hedge Funds, Mutual Funds, Portfolio Management, PowerPoint, Asset Allocation, Trading Systems, Model Portfolios, Equity Trading, Middle Office, Financial Services
Education
Boston College 2007 — 2010
Bachelor of Science, Finance
Bates College 2006 — 2007
Economics
Milton Academy 2002 — 2006
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
State Street June 2011 - December 2011
Investors Bank & Trust ( now State Street) November 2005 - February 2009
Brown Brothers Harriman September 2003 - October 2005
Brown Brothers Harriman August 2000 - August 2003
Bingham McCutchen February 1989 - July 2000
Skills
Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Options, Securities, Trading Systems, Equities, Derivatives, Risk Management, Swaps, Alternative Investments, Investments, Bonds, FX Options, Asset Managment, Portfolio Management, Strategic Financial..., Financial Services, Business Analysis, Fund Administration, Asset Management
Education
Cambridge College - School of Management 2013 — 2016
Master of Management, Business Administration and Management, General
Newbury College
Bachelor of Science (BS), Business Management
Bay State College
Associate's degree, Business Administration
Visiting Nurse Service of New York June 2013 - July 2014
Visiting Nurse Service of New York March 2013 - May 2013
Chinese Community Accountable Care Organization March 2012 - February 2013
BNY Mellon 2006 - 2011
BNY Mellon 2003 - 2006
State Street 2001 - 2003
State Street 1999 - 2001
BNY Mellon (Formerly The Bank of New York) 1998 - 1999
ChaseMellon Shareholder Services 1996 - 1998
Bank of Tokyo-Mitsubishi UFJ 1995 - 1996
Skills
Financial Services, Finance
Education
City University of New York-Hunter College 2012 — 2013
Certificate, Medical Coding and Billing
Baruch College, City University of New York (CUNY)
Bachelor's Degree, B.A. Business Administrative in Accounting
University of Kansas Hospital 2011 - Present
State Street 2000 - 2011
Kemper Service Company 1997 - 2000
Skills
Active Directory, Disaster Recovery, SCCM, Windows 7, Software Documentation
Education
Johnson County Community College 2000 — 2004
AAS, Information Technology
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.)
State Street November 2009 - April 2015
Morgan Stanley Investment Management February 2008 - November 2009
Merrill Lynch February 2005 - February 2008
TD Ameritrade January 1999 - January 2005
Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Finance and Investments, Finance
State Street 2007 - Present
State Street 2006 - 2007
State Street 2004 - 2006
State Street 1999 - 2005
Skills
Risk Management, Financial Services, Fixed Income, Relationship Management, Product Engineering, Business Development, Portfolio Management, Credit Risk, Securities, Financial Risk, Mutual Funds, Asset Management, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
Master of Business Administration, Finance
Bates College 1995 — 1998
Bachelor of Arts, Economics
FCI Advisors February 2010 - Present
Key Bank October 2007 - April 2010
State Street December 2003 - October 2007
Skills
Investments, Fund Accounting, Mutual Funds, Portfolio Management, Asset Managment, Bloomberg Terminal, Wealth Management, Financial Analysis, Accounting, Financial Services, Bloomberg, Risk Management
Education
Baker University 2006 — 2009
Masters, Business Administration
MFS Investment Management July 2014 - Present
State Street November 2011 - July 2014
Wipro Technologies November 2011 - July 2014
Citi 2002 - 2010
Skills
Derivatives, Settlement, Bloomberg, SWIFT payments, Back Office, Resource Management, Resource Allocation, Onboarding, Project Portfolio..., Project Coordination, Relationship Management, Budget Forecasts, Operations Management, IQ Navigator, SharePoint, JIRA, Fixed Income, Equities, Vendor Management, Project Management, PMO, Team Leadership
Education
Strayer University
MBA, Management
Baruch College, City University of New York (CUNY)
BBA, Finance
Borough of Manhattan Community College
Associate's Degree, Business Administration and Management, General
Tax Enterprises, Inc (dba Atlantic Supreme Support Services) October 2008 - Present
Robert P. Russo CPA, PC June 2009 - June 2011
Magnum Real Estate Group August 2007 - October 2008
State Street August 2006 - June 2007
Skills
Income Tax, Corporate Tax, Partnership Taxation, Bookkeeping, Incorporation Services, Journal Entries, Financial Statements, Auditing, Tax Returns, Accruals, Tax, Invoicing, Tax Preparation, Accounting
Education
Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
State Street February 2012 - July 2015
AXA Advisors September 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Time Management, Event Planning, Social Media, Outlook, Public Speaking, Teamwork, Data Analysis, Social Networking, Customer Service
Education
Baruch College, City University of New York (CUNY)
State Street 2009 - 2011
McGladrey June 2008 - May 2009
PwC January 2007 - May 2008
Rosen Seymour Shapss Martin & Company LLP January 2006 - May 2006
Skills
Accounting, Hedge Funds, Hedge Accounting, Tax Accounting, Fast Tax, ProSystem fx Tax, GoSystems, MasterTax, CCH Research, Tax, Research, Microsoft Office, Microsoft Excel, Outlook, Access, Restaurants
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
State Street February 2011 - Present
TD July 2006 - February 2011
UBS Wealth Management September 2009 - December 2009
Skills
Mutual Funds, Securities, Fund Accounting, Portfolio Management, Asset Managment, Swaps, Equity Swaps
Education
Baruch College 2007 — 2010
Bachelor of Business Administration (BBA), Investment and Finance
State Street 2005 - Present
Christopher & Banks February 2003 - December 2005
Salina Surgical Arts Center June 2001 - February 2003
Education
Great Bend High School, Great Bend, Kansas 1979 — 1981
Barton County Community College
Office Education
Eaton Vance November 2013 - Present
Eaton Vance February 2008 - Present
State Street September 2006 - January 2008
Nuveen Investments July 2004 - August 2006
Nuveen Investments August 1999 - June 2004
Skills
Bloomberg, Fixed Income, Portfolio Management, Capital Markets
Education
Bates College
Bachelor of Arts (B.A.)
Loyola University of Chicago
Master of Business Administration (MBA)
State Street February 2014 - Present
State Street January 2012 - December 2013
State Street January 2002 - December 2011
State Street January 2001 - December 2002
State Street September 1998 - March 2001
Skills
Essbase, Microsoft Excel, Access, PowerPoint, Oracle
Education
Salem State University 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Bay State College 1993 — 1995
Associate's degree, Accounting