State Street

Industry: Financial services company

Description

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),

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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Employees

Employee
Years
Job
Industry
Wendy Sousa Wendy Sousa Greater Boston Area Details
Wendy Sousa's State Street Experience May 2001 - June 2003
Job Vice President at NEAI Corporation
Industry Financial Services
Experience
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

Alan Tang Alan Tang Greater New York City Area Details
Alan Tang's State Street Experience May 2014 - Present
Job NAV Intern at State Street
Industry Financial Services
Experience
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

Manuel Llanos Manuel Llanos Greater New York City Area Details
Manuel Llanos's State Street Experience December 2013 - Present
Job AVP at State Street
Industry Financial Services
Experience
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

Helena Tran Helena Tran Everett, Massachusetts Details
Helena Tran's State Street Experience July 2013 - Present
Job Tax Administrator at State Street
Industry Financial Services
Experience
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

Elizabeth Nurse Elizabeth Nurse Boston, Massachusetts Details
Elizabeth Nurse's State Street Experience August 2013 - May 2014
Job Founder at Yogella
Industry Investment Management
Experience
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

Alden Abad Alden Abad Greater Boston Area Details
Alden Abad's State Street Experience September 2012 - December 2012
Job Equity Trade Administrator at Wellington Management
Industry Investment Management
Experience
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

Janelle Reddic Janelle Reddic Greater Boston Area Details
Janelle Reddic's State Street Experience August 2011 - September 2012
Job Pricing/Associated 1 at State Street
Industry Government Relations
Experience
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

Tanjina Mimi Tanjina Mimi Kansas City, Missouri Details
Tanjina Mimi's State Street Experience August 2015 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
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

Wallis Pierce Wallis Pierce Boston, Massachusetts Details
Wallis Pierce's State Street Experience June 2015 - Present
Job Internal Sales Associate at State Street
Industry Investment Management
Experience
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

Bonnie Cho Bonnie Cho Greater New York City Area Details
Bonnie Cho's State Street Experience July 2008 - December 2011
Job Vice President at VIDRIO Financial
Industry Financial Services
Experience
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

Juanita Wiggins Juanita Wiggins Boston, Massachusetts Details
Juanita Wiggins's State Street Experience July 2015 - Present
Job Network Support Specialist at State Street
Industry Security and Investigations
Experience
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

Mahesh Reddivari Mahesh Reddivari Greater Boston Area Details
Mahesh Reddivari's State Street Experience 1997 - Present
Job Vice President/Sr.Applications Manager at State Street Corporation
Industry Information Technology and Services
Experience
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

Denis Mahoney Denis Mahoney Greater Boston Area Details
Denis Mahoney's State Street Experience October 2006 - September 2009
Job Enterprise Business Development Representative
Industry Computer Software
Experience
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

Michael Fayer Michael Fayer Brooklyn, New York Details
Michael Fayer's State Street Experience August 2003 - Present
Job AVP at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
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

Jolanta Pastula Jolanta Pastula Cedar Grove, New Jersey Details
Jolanta Pastula's State Street Experience January 2001 - February 2012
Job Manager of Investor Services/AMLKYC Compliance
Industry Financial Services
Experience
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

Michele Fullon Michele Fullon New York, New York Details
Michele Fullon's State Street Experience July 2004 - August 2006
Job Compliance Operations Analyst at Crescent Capital Group
Industry Financial Services
Experience
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

Laura Steinbach Laura Steinbach Greater New York City Area Details
Laura Steinbach's State Street Experience March 2015 - Present
Job Vice President, Sector Solutions at State Street
Industry Financial Services
Experience
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

John Nahaczewski John Nahaczewski Greater New York City Area Details
John Nahaczewski's State Street Experience February 2008 - September 2012
Job SMA Accounts at BlackRock
Industry Financial Services
Experience
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

Richardson Antoine Richardson Antoine Greater New York City Area Details
Richardson Antoine's State Street Experience August 2014 - Present
Job State Street
Industry Accounting
Experience
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

Cristy James Cristy James Wakefield, Massachusetts Details
Cristy James's State Street Experience December 2006 - July 2008
Job Student at Bay State College
Industry Hospital & Health Care
Experience
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

Christopher Camposeo Christopher Camposeo Boston, Massachusetts Details
Christopher Camposeo's State Street Experience October 2010 - October 2011
Job Sr. Project Manager, Merchandising Portfolio Strategy at Staples
Industry Investment Management
Experience
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

John Peterson, MBA, CFE, CIRA John Peterson, MBA, CFE, CIRA Boston, Massachusetts Details
John Peterson, MBA, CFE, CIRA's State Street Experience 1999 - 1999
Job Professional Services
Industry Management Consulting
Experience
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

Elena Feldbaum Elena Feldbaum Greater Boston Area Details
Elena Feldbaum's State Street Experience April 2010 - March 2012
Job Financial Analyst, Officer at State Street
Industry Financial Services
Experience
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

Joseph Lapre Joseph Lapre Greater New York City Area Details
Joseph Lapre's State Street Experience January 2008 - December 2010
Job Private Equity Administration
Industry Accounting
Experience
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

Ivan Pajaro Ivan Pajaro Greater Boston Area Details
Ivan Pajaro's State Street Experience January 2014 - Present
Job Associate II ETF Business Support Team at State Street
Industry Financial Services
Experience
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

Renisa Ribeiro Renisa Ribeiro Greater New York City Area Details
Renisa Ribeiro's State Street Experience July 2015 - Present
Job Associate at State Street
Industry Financial Services
Experience
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

Victoria Morozova Victoria Morozova Greater New York City Area Details
Victoria Morozova's State Street Experience June 2011 - August 2013
Job Risk Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Matthew Streichler Matthew Streichler Wantagh, New York Details
Matthew Streichler's State Street Experience December 2013 - July 2015
Job Audit Associate | Financial Services Asset Management at KPMG
Industry Accounting
Experience
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

venkata vasireddy venkata vasireddy Orange County, California Area Details
venkata vasireddy's State Street Experience January 2012 - Present
Job Senior Storage Administrator at State Street
Industry Computer Hardware
Experience
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

William H Morton William H Morton Greater Boston Area Details
William H Morton's State Street Experience August 2011 - December 2012
Job Versatile Controller with Masters in Taxation
Industry Financial Services
Experience
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

David Scharn David Scharn Greater Boston Area Details
David Scharn's State Street Experience January 2004 - September 2007
Job UX Architect at Virtusa
Industry Internet
Experience
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

Inna Meltzer, CPA Inna Meltzer, CPA Greater New York City Area Details
Inna Meltzer, CPA's State Street Experience September 2010 - June 2014
Job Senior Associate at State Street
Industry Accounting
Experience
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

Derek Murphy Derek Murphy Lowell, Massachusetts Details
Derek Murphy's State Street Experience April 2013 - August 2013
Job History Teacher; Junior Varsity Boys Basketball Coach at Central Catholic High School
Industry Education Management
Experience
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

Edna Tumblin Edna Tumblin Greater Boston Area Details
Edna Tumblin's State Street Experience April 2014 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
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

Chris Witek Chris Witek Boston, Massachusetts Details
Chris Witek's State Street Experience April 2015 - Present
Job Market Risk Officer at State Street
Industry Financial Services
Experience
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

Vikram Sharma, PMP Vikram Sharma, PMP Greater New York City Area Details
Vikram Sharma, PMP's State Street Experience August 2006 - January 2008
Job Lead Project Manager at Citi
Industry Financial Services
Experience
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

Maria T Reed Maria T Reed Brockton, Massachusetts Details
Maria T Reed's State Street Experience August 2009 - Present
Job Senior Business Analyst at State Street
Industry Financial Services
Experience
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

Suman Gudur Suman Gudur Greater Boston Area Details
Suman Gudur's State Street Experience August 2013 - Present
Job
Industry Financial Services
Experience
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

Fakrudeen Ali Ahamed Karunai Fakrudeen Ali Ahamed Karunai Greater Boston Area Details
Fakrudeen Ali Ahamed Karunai's State Street Experience September 2007 - January 2008
Job Sr. Project Lead / Business Analysis at Syntel Inc
Industry Information Technology and Services
Experience
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

Noah Tan, CPA Noah Tan, CPA United States Details
Noah Tan, CPA's State Street Experience December 2014 - Present
Job Tax Specialist Senior Associate at State Street
Industry Accounting
Experience
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

Jennifer Tice Jennifer Tice Greater Boston Area Details
Jennifer Tice's State Street Experience August 2015 - Present
Job Managing Director, Talent Development Enterprise Programs
Industry Financial Services
Experience
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

James W. Thomas (jthomas@northpointdigital.com) James W. Thomas (jthomas@northpointdigital.com) Greater Boston Area Details
James W. Thomas (jthomas@northpointdigital.com)'s State Street Experience September 1992 - July 1999
Job Head of Business Development, New England at NorthPoint Digital
Industry Computer Software
Experience
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

Jordy Winslow Jordy Winslow Boston, Massachusetts Details
Jordy Winslow's State Street Experience July 2013 - March 2015
Job Equity Research Associate at Credit Suisse
Industry Research
Experience
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

Shaikh Hasan Shaikh Hasan Greater New York City Area Details
Shaikh Hasan's State Street Experience October 2014 - Present
Job Fund Administrator at State Street
Industry Financial Services
Experience
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

Rajan Mehta Rajan Mehta Astoria, New York Details
Rajan Mehta's State Street Experience 2012 - 2014
Job Experienced Senior Associate, Financial Analyst, Reporting, Operations and Control
Industry Financial Services
Experience
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

Angelique Ahmed Angelique Ahmed New York, New York Details
Angelique Ahmed's State Street Experience June 2009 - December 2009
Job Management Consultant at KPMG
Industry Management Consulting
Experience
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

Michelle Yuen Michelle Yuen Greater New York City Area Details
Michelle Yuen's State Street Experience June 2007 - March 2010
Job Operations ( New York Life Investors) at New York Life Insurance Company
Industry Financial Services
Experience
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

Katarzyna (Kasia) Nelicka Platt, PhD Katarzyna (Kasia) Nelicka Platt, PhD New York, New York Details
Katarzyna (Kasia) Nelicka Platt, PhD's State Street Experience 2007 - 2007
Job Assistant Professor of Finance at SUNY College at Old Westbury
Industry Higher Education
Experience
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

Erica Gagnon Erica Gagnon Weymouth, Massachusetts Details
Erica Gagnon's State Street Experience June 2014 - August 2014
Job Clinical Research Coordinator at DanaFarber Cancer Institute
Industry
Experience
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

Gerri Sonkin, PFP Gerri Sonkin, PFP Toronto, Canada Area Details
Gerri Sonkin, PFP's State Street Experience July 2007 - October 2008
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
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

Amanda Ferrante-Owen Amanda Ferrante-Owen Somerville, Massachusetts Details
Amanda Ferrante-Owen's State Street Experience July 2007 - December 2010
Job
Industry Nonprofit Organization Management
Experience
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.

Naal W. Desravines Naal W. Desravines Greater New York City Area Details
Naal W. Desravines's State Street Experience January 2014 - March 2014
Job Compliance Analyst (Consultant) at State Street
Industry Financial Services
Experience
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

Kathryn Greenfield Kathryn Greenfield Reading, Massachusetts Details
Kathryn Greenfield's State Street Experience November 1984 - November 1996
Job Copywriter
Industry Writing and Editing
Experience
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

Ken Marks Ken Marks Greater New York City Area Details
Ken Marks's State Street Experience September 2012 - April 2013
Job Finance and derivatives professional, with DFA experience
Industry Capital Markets
Experience
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

Christian Galligher Christian Galligher Greater Boston Area Details
Christian Galligher's State Street Experience August 2014 - June 2015
Job Head, Demand Generation Marketing
Industry Marketing and Advertising
Experience
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

Jonathan Janzen Jonathan Janzen Sacramento, California Area Details
Jonathan Janzen's State Street Experience July 2007 - February 2010
Job Team Lead at Paramount Equity
Industry Marketing and Advertising
Experience
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

Jon Blanchard Jon Blanchard Washington, District Of Columbia Details
Jon Blanchard's State Street Experience June 2007 - August 2007
Job Manager at StoneTurn Group
Industry Financial Services
Experience
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

Paul Spyropoulos Paul Spyropoulos Boston, Massachusetts Details
Paul Spyropoulos's State Street Experience May 2015 - Present
Job Shared Services Manager ETF Operations
Industry Financial Services
Experience
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

Ted Durkin Ted Durkin New York, New York Details
Ted Durkin's State Street Experience July 2011 - June 2013
Job Assistant Project Manager at Interstate Interiors Inc.
Industry
Experience
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

Alex Gentilli Alex Gentilli Greater Boston Area Details
Alex Gentilli's State Street Experience February 2012 - August 2013
Job Associate at Arrowstreet Capital
Industry Financial Services
Experience
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

James Jihoon Kim James Jihoon Kim Greater New York City Area Details
James Jihoon Kim's State Street Experience December 2012 - November 2014
Job Tax Accountant at HedgeServ
Industry Higher Education
Experience
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

Sandra Imbert Sandra Imbert Greater Boston Area Details
Sandra Imbert's State Street Experience July 2015 - Present
Job Finance Intern at State Street
Industry Financial Services
Experience
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

Dmitriy Tokar Dmitriy Tokar Greater New York City Area Details
Dmitriy Tokar's State Street Experience April 2015 - Present
Job QA at State Street
Industry Online Media
Experience
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

Chuck D'Antonio Chuck D'Antonio Greater Boston Area Details
Chuck D'Antonio's State Street Experience May 2010 - Present
Job Software Engineering and Professional Services Leader
Industry Computer Software
Experience
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

Ralph W. Livermore, CAIA Ralph W. Livermore, CAIA Greater Boston Area Details
Ralph W. Livermore, CAIA's State Street Experience October 2009 - January 2015
Job Credit Analyst at State Street Global Advisors
Industry Financial Services
Experience
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

Travis Barkel Travis Barkel Greater Grand Rapids, Michigan Area Details
Travis Barkel's State Street Experience July 2011 - June 2013
Job Procurement Leader at Steelcase
Industry Furniture
Experience
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

Katerina Gitelson Katerina Gitelson Greater New York City Area Details
Katerina Gitelson's State Street Experience August 2009 - Present
Job Vice President at State Street
Industry Financial Services
Experience
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

Jennifer Flores Jennifer Flores Greater New York City Area Details
Jennifer Flores's State Street Experience September 2009 - February 2011
Job Vice President at Lloyds Bank | North America
Industry Accounting
Experience
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

Yusif Aliyev Yusif Aliyev Greater Boston Area Details
Yusif Aliyev's State Street Experience December 2014 - Present
Job Desktop Support Analyst at State Street
Industry Information Technology and Services
Experience
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

Cheryl Cohen Cheryl Cohen Greater New York City Area Details
Cheryl Cohen's State Street Experience 2003 - 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
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

Regina Kilayko Regina Kilayko Greater New York City Area Details
Regina Kilayko's State Street Experience Senior Business AnalystHSBCNovember 2007 - Present
Job Senior Business Analyst at HSBC
Industry Financial Services
Experience
State Street   Senior Business AnalystHSBCNovember 2007 - Present

Education
Baruch College, City University of New York (CUNY)   1992 — 1995

Wendy Daugherty Wendy Daugherty Kansas City, Missouri Area Details
Wendy Daugherty's State Street Experience August 2000 - November 2009
Job Systems Analyst, Project Manager IT at Zurich North America
Industry Financial Services
Experience
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

Ned Siegel Ned Siegel Greater Boston Area Details
Ned Siegel's State Street Experience July 1993 - June 2015
Job Director at BNY Mellon
Industry Financial Services
Experience
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

Pavan Kumar Kommineni Sita Pavan Kumar Kommineni Sita Greater Boston Area Details
Pavan Kumar Kommineni Sita's State Street Experience May 2008 - Present
Job AVP at State Street Bank
Industry Information Technology and Services
Experience
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

Shelby Tong Shelby Tong Greater Boston Area Details
Shelby Tong's State Street Experience 2012 - Present
Job at
Industry Financial Services
Experience
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

Indy Castillo Indy Castillo Greater Boston Area Details
Indy Castillo's State Street Experience September 2014 - Present
Job Senior Associate at State Street
Industry Investment Management
Experience
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

Heather Van Horn Heather Van Horn Dallas/Fort Worth Area Details
Heather Van Horn's State Street Experience 2003 - 2006
Job Operations Analyst at Reservoir Capital Group
Industry Financial Services
Experience
Reservoir Capital Group  May 2007 - Present
State Street   2003 - 2006
State Street   2002 - 2003

Education
Baylor University   1998 — 2002

Shu Fen Jenny Zheng Shu Fen Jenny Zheng Greater New York City Area Details
Shu Fen Jenny Zheng's State Street Experience September 2013 - Present
Job Supervisor at State Street
Industry Retail
Experience
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

Dana Takac Dana Takac Greater New York City Area Details
Dana Takac's State Street Experience 2007 - 2013
Job BCBSA Co.
Industry Financial Services
Experience
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

Larry Hathaway Larry Hathaway Greater New York City Area Details
Larry Hathaway's State Street Experience DirectorDeustche Bank1997 - 2002
Job VP at State Street
Industry Banking
Experience
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

Svetlana Zabarina Svetlana Zabarina Greater Boston Area Details
Svetlana Zabarina's State Street Experience 2008 - Present
Job VP, Sales & Trading Business Management & Analysis
Industry Financial Services
Experience
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

Sau Mui Sau Mui Greater Boston Area Details
Sau Mui's State Street Experience July 2007 - February 2009
Job Help Desk Specialist
Industry Financial Services
Experience
State Street   July 2007 - February 2009

Education
Bay State College   1980 — 1983
BA

Tanzina Zafar Tanzina Zafar Quincy, Massachusetts Details
Tanzina Zafar's State Street Experience August 2013 - Present
Job Account Opening and Market Entrance Analyst at State Street Bank & Trust
Industry Financial Services
Experience
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

Jody-Ann Strachan, EA Jody-Ann Strachan, EA Greater New York City Area Details
Jody-Ann Strachan, EA's State Street Experience April 2011 - August 2013
Job Senior Fund Accountant
Industry Financial Services
Experience
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

Jee Yoon Ma Jee Yoon Ma Greater New York City Area Details
Jee Yoon Ma's State Street Experience May 2007 - November 2010
Job Tax Accountant at Pwc
Industry Financial Services
Experience
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

Iris Pang, CPA Iris Pang, CPA San Francisco Bay Area Details
Iris Pang, CPA's State Street Experience March 2014 - Present
Job Tax Supervisor at State Street
Industry Accounting
Experience
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

Laura Ambroseno Laura Ambroseno San Francisco Bay Area Details
Laura Ambroseno's State Street Experience October 1999 - October 2001
Job Board Member at Cypress String Quartet
Industry Financial Services
Experience
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

Alexander Kwok Alexander Kwok Boston, Massachusetts Details
Alexander Kwok's State Street Experience August 2012 - September 2013
Job Reporting Coordinator at Audax Group
Industry Financial Services
Experience
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

Timothy Gay Timothy Gay Madison, Wisconsin Details
Timothy Gay's State Street Experience September 2011 - July 2013
Job Mutual Fund Specialist at U.S. Bank
Industry Financial Services
Experience
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

Divya Chinvar Divya Chinvar Greater Boston Area Details
Divya Chinvar's State Street Experience November 2007 - December 2008
Job Sr. QA Engineer at Best Doctors
Industry Financial Services
Experience
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

Peter Fredericksen Peter Fredericksen Greater Boston Area Details
Peter Fredericksen's State Street Experience 1990 - 1999
Job Certified Estate Planner™ at B.O.C. Life Solutions, Estate Planning and Asset Protection
Industry Financial Services
Experience
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

Alex Jorge Alex Jorge Boston, Massachusetts Details
Alex Jorge's State Street Experience August 2013 - July 2014
Job Operations Consulting at MassMutual
Industry Financial Services
Experience
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

Stephen MacNevin Stephen MacNevin Greater Boston Area Details
Stephen MacNevin's State Street Experience June 2001 - September 2001
Job Principal at Collaborative Consulting
Industry Outsourcing/Offshoring
Experience
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

Melissa Nichols Melissa Nichols Greater New York City Area Details
Melissa Nichols's State Street Experience August 2007 - August 2008
Job Experienced Real Estate and Private Equity Fund Accountant
Industry Financial Services
Experience
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

Susie (Xi) Su Susie (Xi) Su Greater New York City Area Details
Susie (Xi) Su's State Street Experience January 2008 - March 2010
Job Business Analyst at PulsePoint
Industry Internet
Experience
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

Neil Creahan Neil Creahan Greater Boston Area Details
Neil Creahan's State Street Experience August 2010 - March 2012
Job Regional Sales Director Southeast
Industry Information Technology and Services
Experience
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

Reetesh Agarwal Reetesh Agarwal Greater Boston Area Details
Reetesh Agarwal's State Street Experience January 2013 - March 2014
Job at
Industry Information Technology and Services
Experience
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

Jafar Alakbarov Jafar Alakbarov Greater Boston Area Details
Jafar Alakbarov's State Street Experience January 2015 - May 2015
Job Consultant at Reputation Institute
Industry Market Research
Experience
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

Andrew Tsanotelis Andrew Tsanotelis Greater New York City Area Details
Andrew Tsanotelis's State Street Experience June 2009 - August 2009
Job Experienced Associate PwC Advisory Services
Industry Management Consulting
Experience
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

Robert Askew Robert Askew Boston, Massachusetts Details
Robert Askew's State Street Experience June 2011 - December 2011
Job Securities Operations Analyst
Industry Financial Services
Experience
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

Cindy Tran-Phillip Cindy Tran-Phillip Greater Denver Area Details
Cindy Tran-Phillip's State Street Experience 2001 - 2003
Job Member Service Representative at Visiting Nurse Service of New York
Industry Financial Services
Experience
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

Gus Alarico Gus Alarico Kansas City, Kansas Details
Gus Alarico's State Street Experience 2000 - 2011
Job System Support IT at University of Kansas Hospital
Industry Hospital & Health Care
Experience
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.)

Denzil E. lee Denzil E. lee Greater New York City Area Details
Denzil E. lee's State Street Experience November 2009 - April 2015
Job Financial Reporting ~ Client Relationship Building ~ Asset Management ~ Securities Trading ~ Project Management
Industry Financial Services
Experience
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

Nathaniel Rand Nathaniel Rand Greater Boston Area Details
Nathaniel Rand's State Street Experience 2007 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
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

Trent Dorflinger Trent Dorflinger Kansas City, Missouri Area Details
Trent Dorflinger's State Street Experience December 2003 - October 2007
Job Advent Operations at FCI Advisors
Industry Investment Management
Experience
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

Derisee Herbert Derisee Herbert Greater Boston Area Details
Derisee Herbert's State Street Experience November 2011 - July 2014
Job Resource & Demand Manager Enterprise Program Management
Industry Financial Services
Experience
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

Tatyana Pavlova EA Tatyana Pavlova EA Greater New York City Area Details
Tatyana Pavlova EA's State Street Experience August 2006 - June 2007
Job Tax Accountant
Industry Accounting
Experience
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

Bailey Hu Bailey Hu Greater New York City Area Details
Bailey Hu's State Street Experience February 2012 - July 2015
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
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)

Thomas Sze Thomas Sze Greater New York City Area Details
Thomas Sze's State Street Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Daniela Lala Daniela Lala Brooklyn, New York Details
Daniela Lala's State Street Experience February 2011 - Present
Job Treasury Operarions Analyst at State Street
Industry Financial Services
Experience
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

Lorain Sturn Lorain Sturn Overland Park, Kansas Details
Lorain Sturn's State Street Experience 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Raya Mcanern Raya Mcanern Natick, Massachusetts Details
Raya Mcanern's State Street Experience September 2006 - January 2008
Job Vice President, Senior Municipal Analyst at Eaton Vance
Industry Investment Management
Experience
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)

Joseph Lupo Joseph Lupo Lake Worth, Florida Details
Joseph Lupo's State Street Experience February 2014 - Present
Job AVP Conversion, Mergers, Acquisitions & Restructures Team at State Street
Industry Financial Services
Experience
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

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