State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Tamarac Inc. September 2014 - Present
State Street April 2013 - September 2014
US Army March 2003 - September 2012
Skills
Tamarac Advisor Suite, Schwab PortfolioCenter, Microsoft Office, Financial Services, Microsoft Excel, Customer Service, Data Analysis, Management, Microsoft Word, Leadership, Logistics Management, Databases, Military, Military Training, Finance, Logistics, Process Improvement, Analysis, PowerPoint, Strategic Planning, Microsoft CRM, Construction Management, Construction Drawings, Construction Safety, Earthmoving, OSHA, Supervisory Skills, Risk Management, Communication, Operations Management, Government, Investments, Outlook
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Thomas Edison State College 2011 — 2012
Bachelor of Arts (B.A.), History, 3.27
Norwich University 2003 — 2007
Architecture
Cerner Corporation March 2014 - Present
Cerner Corporation April 2012 - March 2014
Cerner Corporation May 2010 - April 2012
Cerner Corporation October 2005 - May 2010
State Street May 2001 - October 2005
Skills
Process Improvement, Sales Operations, Business Analysis, Leadership Development, Business Strategy, Contract Negotiation, Supplier Negotiation, Organizational Design, Project Management, Healthcare, Integration, Consulting, New Business Development, Business Planning, Business Process..., Sales Process, Sales Compensation, Situational Leadership, EHR, Compensation & Benefit, Sales, Customer Relations, Product Development, Product Management, Budgeting, Contract Management, HR Strategy, Compensation & Benefits, Pharmacy Automation, Cerner, CRM, Leadership, Healthcare Information..., Program Management
Education
Northwest Missouri State University 1997 — 2001
BS, Finance
State Street July 2015 - Present
Skyland Group Inc. September 2014 - January 2015
Skyland Group Inc. May 2013 - June 2013
Chi-Shi-Tang January 2012 - February 2012
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Accounting and Finance
China Hong-Kong English School 2009 — 2011
High School, Business Administration and Management, General
State Street 2012 - 2014
State Street 2010 - 2012
New York Life Investment Management 2001 - 2010
Arrakis, Subsidiary of J.P.Morgan 1996 - 2001
Skills
Requirements Gathering, Business Requirements, Quality Assurance, Business Analysis, SDLC, User Acceptance Testing, Testing, Software Implementation, Application Support, Business Process..., Systems Analysis, Business Process, Requirements Analysis, Process Improvement, Software Quality..., Test Planning, UI & Compatibility..., SQA Testing &..., Test Plans, Cases &..., Regression & Negative..., Scripting &..., Performance/Load/Stress..., Defect/Bug Tracking, Test Strategies &..., Management, Databases
Education
Northeastern University 1992 — 1996
Bachelor of Science (BS), Accounting and Computer Science
Training
Training
The Boston Computer School
State Street March 2015 - Present
State Street September 2014 - March 2015
Northern Arizona University January 2014 - May 2014
Sprouts Farmers Market August 2013 - April 2014
Fleming's Prime Steakhouse & Wine Bar January 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Research, Customer Service, Teamwork, Social Media, Financial Analysis, Public Speaking, Cash Handling Experience, English, Windows, Time Management, Accounting, Visual Basic, Python, SQL
Education
Northern Arizona University 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Dell 2015 - Present
Northwestern University September 2013 - December 2014
UnitedHealth Group June 2014 - August 2014
State Street June 2010 - September 2013
State Street June 2008 - June 2010
Daimler Chrysler Financial Services May 2006 - June 2008
Skills
Integrated Brand..., Marketing Communications, Marketing Management, Digital Strategy, Accounting, Finance, Tableau, MS Excel Pivot Tables, Microsoft Excel, Photoshop, PowerPoint, Microsoft Office, Microsoft Word, English, Windows, Research, Outlook, Public Speaking, Customer Service, Training
Education
Northwestern University
M.S. Master of Integrated Marketing Communications
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Business Administration and Management
KPF Global Investment Strategies, LLC September 2011 - Present
Artemis Financial Advisors May 2008 - August 2011
Stephanie Leigh Photography 2006 - 2011
Wellington Management Company LLC 2004 - 2008
State Street Associates February 2002 - June 2004
State Street June 2001 - February 2002
State Street December 1999 - June 2001
Santander Global Advisors 1999 - 1999
Skills
Portfolio Management, Investments, FX Options, Currency, Fixed Income, Bloomberg, Financial Modeling, Equities, Asset Management, Sales, Mutual Funds, Derivatives, Hedge Funds, Asset Allocation, Capital Markets, Financial Markets, Securities, Investment Strategies, Trading, Alternative Investments
Education
Center for Digital Imaging Arts at Boston University 2006 — 2007
Northeastern University 1996 — 2001
Bachelors of Science in Business Administration, International Business and Finance
Northeastern University September 2014 - December 2014
State Street December 2013 - April 2014
Biogen Idec January 2013 - June 2013
Philips Lifeline July 2011 - December 2011
Skills
Accounting, Financial Reporting, Internal Controls, Assurance, Financial Analysis, IFRS, Tax Preparation, Microsoft Excel, Internal Audit, Account Reconciliation, Auditing, Management, Cash Flow, Finance, Tax, Invoicing
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Accounting, 3.6
Northeastern University 2010 — 2013
Bachelor of Science, Business Administration concentrated on Accounting and Finance, 3.5
State Street August 2014 - Present
Convergent Dental September 2013 - August 2014
Fiserv November 2007 - May 2013
DST Customer Communications August 2002 - November 2007
Lycos March 2000 - August 2002
DST Customer Communications January 1996 - March 2000
DST Customer Communications March 1993 - January 1996
Skills
Customer Relations, Strategic Planning, Business Strategy, Contract Negotiation, Budgeting, Executive Management, Program Management, Team Building, Strategy, Salesforce.com, Risk Management, Business Development, Product Management, Sales Operations, CRM, Budgets, Cross-functional Team..., Process Improvement, Sales Management, Project Management, Customer Service, Vendor Management, New Business Development, Solution Selling, Management, Account Management, Sales Process, Training, Outsourcing, Leadership, Professional Services, Marketing Strategy, Customer Satisfaction, Strategic Partnerships, Sales, Business Analysis, Start-ups, Product Marketing, Selling, Competitive Analysis
Education
Norwich University
Bachelor of Science in Business Administration/Psychology minor
Oracle May 2015 - Present
Oracle July 2014 - Present
Partners HealthCare January 2013 - June 2013
State Street 2012 - 2012
Skills
Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Social Media, Access, Social Networking, Marketing, Outlook, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2013 — 2013
Prager Metis CPAs, LLC January 2014 - Present
Prager and Fenton January 2012 - June 2012
The Boston Consulting Group January 2011 - August 2011
State Street January 2010 - June 2010
CPA Chetan Shah June 2009 - August 2009
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Word, Pursuing CPA license, Data Analysis, Accounting, Account Management, Financial Analysis, Teamwork, Auditing, QuickBooks, Financial Accounting
Education
Northeastern University 2008 — 2013
BSBA, Accounting and Ethics
Santander Bank, N.A. September 2015 - Present
Citizens Financial Group, Inc. September 2014 - September 2015
Citizens Bank September 2011 - September 2014
Citizens Bank April 2009 - September 2011
Citizens Bank 2008 - 2009
First Marblehead Education Resources 2005 - 2008
First Marblehead Education Resources 2004 - 2005
State Street 2001 - 2003
State Street 1998 - 2001
Skills
Financial Risk, Cross-functional Team..., Six Sigma, Risk Management, Management, Internal Audit, Banking, Auditing, Sarbanes-Oxley Act, Credit, Credit Risk, Operational Risk, Education Finance, Cross Functional Team..., Mutual Funds, Risk Assessment, COSO ERM, Team Leadership, Work Independently with..., PwC TeamMate, Corporate Governance, Project Management, Credit risk management, AML, Operational Risk..., Financial Services, Quality Assurance, Internal Controls, Basel II, IT Audit, Financial Analysis, Enterprise Risk..., Finance, Governance, Fraud, Leadership, Training, CRM, Loans, External Audit, Sarbanes-Oxley, CISA, KYC, COSO, Cash Management, Business Process..., OFAC, Bank Secrecy Act, Strategy, Retail Banking
Education
Notre Dame College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration/ Accounting
New Bedford Highschool 1989 — 1993
H.S
State Street May 2013 - Present
Best Brands Plus November 2012 - May 2013
Hayes Lawn Care March 2006 - September 2012
Maryville Country Club February 2009 - September 2011
Education
Northwest Missouri State University 2015 — 2016
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Northwest Missouri State University
Bachelor of Science, Marketing and Business Management
H&R Block November 2014 - Present
H&R Block November 2006 - November 2014
State Street 1997 - 2006
Fidelity Acceptance Corporation 1996 - 1997
Skills
Accounting, Financial Statements, General Ledger, Financial Analysis, Account Reconciliation, Bank Reconciliation, Journal Entries, Variance Analysis, Microsoft Excel, Accruals, Balance, PeopleSoft
Education
Northwest Missouri State University 1991 — 1995
Bachelor's degree, Accounting
State Street July 2015 - Present
Tufts University September 2013 - May 2015
Brown University June 2014 - September 2014
HuaTai Securities Co.,Ltd. May 2012 - August 2012
Skills
Econometrics, Stata, Economics, Microsoft Excel, Financial Economics, Game Theory, Quantitative Analytics, Mandarin, Real Estate Economics, piano, Bloomberg Terminal..., Python, SQL, DCF Valuation, M&A Modeling, R, Financial Modeling, Data Analysis, Microsoft Office
Education
GARP 2015 — 2015
Financial Risk Management
Wall Street Prep Semina 2015 — 2015
Financial Modeling
Udacity 2014 — 2015
Online Nano Degrees, Computer Science, Big Data Science
Tufts University 2013 — 2015
Master of Science (MS), Econometrics and Quantitative Economics, 4.0/4.0
Peking University 2009 — 2013
BS, Financial Economics, 3.68/4.0
Northeastern University 2012 — 2012
Exchange Student, Business Administration and Management, Economics, 3.83
Peking University
Programming and Algorithms
CFA Institute
State Street July 2013 - Present
RBC February 2013 - July 2013
TD October 2011 - December 2012
ATB Financial September 2007 - September 2010
Bank of China July 1996 - November 2006
Skills
Banking, Customer Service, Process Improvement, Finance, Training, Sales, Portfolio Management, Account Reconciliation, Accounting, General Ledger, Investments, Financial Statements, Data Analysis, Problem Solving, Highly detail oriented, Accurate Data Entry, Fast-paced, Target Orientation, Self-driven, Proactive self-starter, Microsoft Office, Outlook, Microsoft Excel, Pivot Tables, Macro, Financial Reporting, Financial Analysis, Persistence, Competitive, Punctuation, Multi Tasking, Oral & Written..., Positive Team Player, Work Well Independently, Organization &..., Strongly self-motivated, Hardwork, Learning Quickly, Knowledge Sharing, Continuous Improvement, Friendly Personality, High Level Of Accuracy
Education
Northern Alberta Institute of Technology 2005 — 2008
Bachelor of Business Administation(BBA), Finance
Ningxia University 1997 — 2001
Bachelor of Accounting, Accounting
University of North Nationalitie 1993 — 1996
Diploma of Computer Applications, Computer Programming, Specific Applications
State Street 2007 - Present
Marketing Drive Worldwide October 2005 - September 2007
Trader Joe's September 2005 - October 2005
Verilux August 2003 - August 2005
Abbott July 2001 - March 2003
The Sharper Image January 2000 - April 2001
Skills
Adobe Creative Suite, Adobe Acrobat, Microsoft Word, Microsoft Excel, QuarkXPress, Mac OS X, Graphic Design, Graphics, Public Relations, Brand Development, Logo Design
Education
Northern Illinois University 1992 — 1995
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Rock Valley College 1990 — 1992
Associate of Arts (AA)
State Street August 2015 - Present
Compass Lexecon May 2014 - November 2014
BNY Mellon June 2013 - December 2013
AIG July 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft PowerPoint, Tableau, Analysis, Econometrics, Economics, Data Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Economics
EY January 2015 - Present
Biogen Idec January 2014 - June 2014
State Street January 2013 - June 2013
Skills
Detailed Organization, Teamwork, Time Management, Table Tennis, Communication, Microsoft Excel, Oracle, Internal Audit, Sarbanes-Oxley Act
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Accounting
Tianjin TEDA Maple Leaf International School
High School
State Street March 2015 - August 2015
State Street November 2013 - February 2015
Gentle Giant Moving Co. June 2012 - October 2013
Caterstaff May 2012 - May 2013
Beantown Souvenirs June 2005 - August 2011
Brookstone September 2008 - January 2009
Skills
Chinese, Customer Service, Microsoft Office, Receptionist Duties, Retail Sales, PowerPoint, Facebook, Sales, Outlook, Teamwork, Management
Education
Northeastern University 2015 — 2016
Registered Nursing/Registered Nurse
University of Massachusetts, Amherst 2009 — 2013
Bachelor's degree, Animal Sciences
L.E.K. Consulting August 2013 - February 2015
Scientia Advisors February 2012 - July 2013
State Street March 2011 - April 2011
Office of the Legal Advisor, Boston Police Department October 2010 - February 2011
Shames & Litwin December 2009 - February 2010
Office of the Legal Advisor, Boston Police Department May 2009 - September 2009
Mental Health Legal Advisors Committee November 2008 - February 2009
Suffolk County Juvenile Court June 2008 - August 2008
Aviva Life Insurance 2007 - 2007
Skills
Legal Issues, Legal Research, Contract Management, Legal Writing, Mediation, Human Resources, Policy, Alternative Dispute..., Research, Employment Law, Contract Negotiation
Education
Northeastern University School of Law 2007 — 2010
JD
Stonehill College 2003 — 2006
BA, Sociology
Hingham High School 1998 — 2002
Allen & Overy May 2014 - August 2014
District Court, Northern District of Illinois January 2014 - May 2014
Uniform Law Commission May 2013 - August 2013
State Street October 2011 - August 2012
State Street August 2010 - October 2011
Staples May 2009 - August 2009
Genzyme May 2007 - August 2007
Genzyme 2006 - 2006
Skills
Forecasting, Inventory Management, Management, Project Planning, Microsoft Excel, Data Analysis, Financial Analysis, Access, Microsoft Office, PowerPoint, Financial Modeling, Process Improvement, SAP, Business Analysis, Microsoft Word, Customer Service, Leadership, Financial Reporting, Project Management, Supply Chain Management, Public Speaking, Finance
Education
Northwestern University School of Law 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2006 — 2010
B.S., Economics
State Street January 2015 - Present
State Street Bank March 2007 - Present
State Street Bank May 2007 - March 2010
Deutsche Bank January 2006 - August 2006
UBS January 2005 - August 2005
Fidelity Investments January 2004 - January 2005
Skills
Risk Management, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting, Investments, Alternative Investments, Financial Analysis, Fund Administration, Financial Services, Bonds, Corporate Actions, Financial Risk, Hedge Accounting, Access, Due Diligence, Process Improvement, PowerPoint, Equities, Microsoft Excel, Global Custody, Microsoft Office, Private Equity, Fixed Income, Investment Banking, Fund Of Funds
Education
European School of Business - Germany 2005 — 2007
Bachelor of Science, European Business/ Finance
Northeastern University 2002 — 2007
Bachelor of Science in International Business, Finance
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2013 - September 2014
State Street January 2013 - July 2013
State Street November 2011 - January 2013
State Street April 2010 - November 2011
Harte-Hanks October 2009 - March 2010
New York Life Insurance Company September 2008 - March 2009
Liberty Mutual June 2006 - January 2008
Liberty Mutual May 2002 - January 2006
Skills
Life Insurance, Fixed Annuities, Long-term Care, Insurance, Employee Benefits, Disability Insurance, Project Planning, Health Insurance, Risk Management, Strategic Financial..., PeopleSoft, Customer Service, Access, Financial Services, Claims Management, Superior Client Service, MCH, Microsoft Office
Education
Northwest Missouri State University 2010 — 2012
Master of Business Administration (M.B.A.)
Northwest Missouri State University 2002 — 2006
B.S., Business Management & Marketing
Lincoln College Prep High School 1998 — 2002
Boston Public Schools September 2010 - Present
State Street December 2007 - December 2008
The Boston Company December 2006 - June 2007
JPMorgan Chase July 2005 - May 2006
Skills
Classroom Management, Lesson Planning, Microsoft Office, Microsoft Excel, Financial Analysis, Curriculum Development, Teaching, Public Speaking, Curriculum Design, Elementary Education, Classroom, Differentiated...
Education
Northeastern University 2000 — 2005
BSBA, Finance/Management
University of Massachusetts Boston 2009 — 2010
MA Ed, Elementary Education
State Street January 2014 - Present
State Street June 2013 - September 2013
Jackson County May 2011 - August 2011
Education
Northwest Missouri State University 2009 — 2013
Bachelor of Science (BS), Corporate Finance
Gemline June 2015 - Present
State Street August 2014 - May 2015
Northern Essex Community College September 2012 - May 2013
Web Ad Marketing April 2012 - August 2012
Skills
PowerPoint, Marketing, Sales, Research, Management, Microsoft Excel, Editing, Microsoft Office, Data Analysis, Time Management, Microsoft Word, Event Planning, Leadership
Education
University of Massachusetts, Amherst 2013 — 2015
Bachelor of Business Administration (BBA), Corporate Finance, 3.3
Northern Essex Community College 2011 — 2013
Associate's degree, Business Transfer Program, 3.76
State Street July 2013 - December 2013
AIG July 2012 - December 2012
Northeastern University September 2011 - April 2012
Zhong Lin International Group May 2011 - August 2011
Skills
Claim Investigation, Microsoft Word, Claims Handling, Outlook, Claims Resolution, Microsoft Excel, Project Management, Project Planning, Bloomberg, SharePoint, Qualitative Research, Administrative..., Corporate Finance, Financial Analysis
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Accounting and Finance, 3.48
Guangya
R C Jones & Associates October 2014 - Present
State Street February 2014 - September 2014
State Street December 2012 - February 2014
Catapult International, Inc. June 2012 - October 2012
Skills
Marketing, Social Media, Social Networking, Customer Service, Microsoft Office, Time Management, Teamwork, Budgeting
Education
Northwest Missouri State University 2008 — 2012
Bachelor's degree, Business Management and Marketing
Northwest Missouri State University 2008 — 2012
Bachelor's degree, Finance: Financial Management
State Street October 2013 - Present
State Street October 2012 - October 2013
State Street November 2011 - October 2012
MA Department of Revenue June 2011 - August 2011
Time Out Boston July 2010 - June 2011
State Street March 2011 - May 2011
aboveGround Magazine January 2010 - December 2010
NSTAR August 2010 - November 2010
TeaParty Boston August 2009 - July 2010
Northeastern University School of Law June 2009 - February 2010
Skills
Blogging, Editing, Copy Editing, Securities Regulation, Social Media, Content Management, Journalism, Interviews, Creative Writing, Copywriting, Proofreading
Education
Northeastern University School of Law 2008 — 2011
JD
University of Massachusetts, Amherst 2004 — 2008
BA, Philosophy
University of Massachusetts, Amherst 2004 — 2008
BA, Psychology
State Street November 2014 - Present
State Street August 2012 - November 2014
State Street June 2003 - August 2012
The Wirken Law Group August 1998 - July 2003
The Session Law Firm 1995 - 1998
Skills
Securities, Mutual Funds, Financial Services, Corporate Governance, Litigation, Banking, Legal Research, Investment Company Act, Estate Planning, Due Diligence, Financial Reporting, Investments, Hedge Funds, Equities
Education
Rockhurst University
Paralegal Certificate
University of Missouri-Kansas City
Bachelor's degree, Liberal Arts
Northwest Missouri State University 1992 — 1994
Liberty Mutual Insurance June 2015 - Present
Institute for Advanced Analytics at North Carolina State University June 2014 - May 2015
Industrial Economics January 2012 - June 2014
State Street June 2010 - December 2011
Massachusetts Department of Energy Resources July 2010 - September 2010
University of Massachusetts Dartmouth 2004 - 2005
Skills
Analysis, Statistics, Access, Data Analysis, Research, Economics, Microsoft Excel, Sustainability, Microsoft Office, Matlab, Base SAS Certified, SAS, Quantitative Analytics, PowerPoint, Financial Analysis, Visual Basic, Vensim, Tableau
Education
Institute for Advanced Analytics at North Carolina State University 2014 — 2015
Master of Science (M.S.), Analytics
Northwestern University 2005 — 2009
BA, Economics, Mathematics, Environmental Policy
Mercer Investment Management March 2013 - Present
State Street September 2010 - February 2013
On-Line Realty of Boston March 2009 - September 2010
State Street July 2009 - August 2010
On-Line Realty of Boston February 2009 - March 2009
Ameriprise Financial May 2008 - September 2008
O.C Business Scholars Program December 2007 - February 2008
Norwich Navigators May 2004 - June 2004
Skills
Investments, Financial Modeling, Finance, Mutual Funds, Bloomberg, Portfolio Management, Equities, Microsoft Office, Securities, Analysis, Financial Analysis
Education
Oberlin College 2004 — 2008
B.A, Economics
Worcester Academy 2000 — 2004
2015 Level II Candidate in the CFA Program
Department of Unemployment, State of MA October 2014 - Present
Epsilon September 2013 - October 2014
State Street July 1995 - February 2013
Chartwell Home Therapies January 1990 - July 1995
Skills
Programming, Testing, COBOL, Banking, Analysis, XML, SQL, SDLC, Requirements Analysis, Oracle, QA, HTML, Software Release, HP Basic, SharePoint, Integration, Quality Assurance, Solaris, Process Improvement, Business Analysis, Software Project..., Microsoft SQL Server, Databases, Software Documentation
Education
Northeastern University 1983 — 1988
Bachelor of Science (BS), Computer Science
New Horizons
Microsoft SQL and SQL server 2008.
J.P. Morgan August 2014 - Present
Chase Paymentech March 2013 - July 2014
Liberty Mutual Insurance November 2011 - February 2013
CNA Insurance October 2011 - November 2011
State Street May 2011 - October 2011
Skills
Java, Struts, WebSphere Process Server, WebSphere Application..., Eclipse, PL/SQL, JUnit, DB2, Unix, RAD, Tomcat, IBM Websphere Process..., WebSphere Integration..., JMeter, MQ, Selenium, Spring
Education
Northwest Missouri State University 2009 — 2011
Master's degree, Applied computer Science
VNR VJIET 2005 — 2009
Bachelor's degree, Information Technology
Fannie Mae September 2014 - Present
The Ohio State University October 2013 - June 2014
Peter D. Hart Research Associates May 2013 - July 2013
Canby Financial Advisors November 2011 - July 2012
State Street January 2011 - October 2011
Ohio Democratic Party July 2010 - November 2010
Oberlin College May 2008 - June 2010
Oberlin College September 2008 - January 2010
Office of Congresswoman Niki Tsongas May 2008 - August 2009
The Wilson Quarterly January 2009 - January 2009
Skills
Data Analysis, Analysis, Leadership, Research, Time Management, SPSS, Stata, CRM, R, SQL, Marketing, Community Outreach, PowerPoint, Management, Microsoft Office, Social Media, Microsoft Excel, Public Speaking, Project Management, Analytics, Finance, Event Planning, Microsoft Word, Data Analytics
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Marketing and Strategy
Oberlin College 2006 — 2010
B.A., Economics, Politics, English
Lincoln-Sudbury RHS 2002 — 2006
Northeastern University School of Law 2009 - Present
Friedkin Companies, Inc. November 2011 - February 2012
State Street May 2011 - August 2011
ConocoPhillips (Global Security Department) November 2010 - February 2011
Boston Public Schools (Office of Labor) May 2010 - August 2010
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (JD)
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business
State Street Global Markets January 2013 - Present
State Street Global Markets June 2011 - January 2012
State Street June 2009 - May 2010
Skills
Accounting, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Investments, Portfolio Management, FX trading, FX Hedging, Operational Risk..., Fund Accounting, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Account Reconciliation, PowerPoint, Financial Reporting, Outlook, Financial Statements, FX Options, Banking
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurship
Xaverian Brothers High School 2003 — 2007
High School Diploma, College Preperatory Curriculum
Columbia Threadneedle Investments June 2012 - Present
State Street October 2010 - May 2012
National Life Group August 2007 - October 2010
National Life Group January 2007 - July 2007
Skills
Excel, Performance Analysis, Financial Analysis, Private Equity, Private Placements, Valuation, Microsoft Excel, Investments, Bloomberg, Equities, Accounting, Financial Reporting, Mutual Funds, Financial Services
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2003 — 2007
Bachelor’s Degree, Business Administration; Finance
Liberty Tax Service January 2010 - Present
Bunker Hill Community College October 2006 - December 2011
Liberty Tax Service January 2009 - April 2009
State Street April 2008 - January 2009
Skills
Accounting, Payroll, Microsoft Office, Finance, Microsoft Excel, Nonprofits, Non-profits, Tax, Budgets, Leadership
Education
Northeastern University 2008 — 2010
B.S Finance and Accounting Management
Wells Fargo Contracted through Aerotek 2015 - Present
Flywheel Sports July 2014 - April 2015
State Street January 2013 - July 2013
EF Education First January 2012 - June 2012
Skills
Social Media, University Relations, Talent Acquisition, New Hire Processes, Onboarding, New Hire Paperwork, I-9 Compliance, E-Verify, Event Planning, Facebook, PeopleSoft, Job Postings, Customer Satisfaction, Appointment Scheduling, Social Networking, Twitter, Sales, Account Management, Event Management
Education
Northeastern University 2010 — 2015
Candidate for Bachelors degree, Organizational Communication, General
Northeastern University
Bachelor's degree
State Street December 2014 - Present
Whole Foods Market January 2012 - Present
BNY Mellon January 2013 - December 2014
Filenes Basement October 2007 - December 2012
Building 19 Corp May 2005 - July 2007
Skills
Customer Service, Accounting, Cash Register, Retail, Data Entry, Customer Satisfaction, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, POS, Windows 7, Financial Statements
Education
University of Massachusetts Boston 2010 — 2012
Bachelor's degree, Finance and Financial Management Services
University of Massachusetts Boston 2010 — 2012
Bachelor of Science, Management; Finance Concentration
Northern Essex Community College 2007 — 2010
Associates Science Business, Business Administration and Management, General
PNC Bank October 2014 - Present
State Street September 2009 - April 2014
State Street August 2001 - September 2009
State Street September 1999 - August 2001
State Street February 1994 - September 1999
USDA May 1990 - August 1993
Skills
Financial Statement..., Detailed Oriented, Identifying Process..., Analytic Problem Solving, Creative Thinking, Mentoring, Public Speaking, Journal Entries, Auditing, Financial Statements, Account Reconciliation, Internal Controls, General Ledger, Financial Reporting
Education
Northwest Missouri State University 1989 — 1993
Bachelor's Degree, Accounting
Blue Springs High School 1986 — 1989
athenahealth February 2015 - Present
The Bowdoin Group January 2013 - January 2015
State Street September 2012 - January 2013
Northeastern University April 2007 - May 2012
Skills
Customer Service, Restructuring, Cpr Certified, Adaptation, Management, Technical Recruiting, Security, Physical Security, Teamwork, Sales, Time Management, Training, Leadership, Networking, Team Leadership, Interviews, Marketing, SaaS, PowerPoint, Microsoft Office
Education
Northeastern University 2007 — 2012
Bachelor's degree, Criminal Justice
Wayland High School 2003 — 2007
High School Diploma
Partnership Inc
State Street August 2011 - Present
State Street January 2009 - August 2011
Realty Executives June 2008 - July 2008
Northwest Missouri State University Residential Life August 2006 - May 2008
Holt Angus Farms January 2000 - January 2008
Sawgrass Marriott Resort & Spa/Cabana Club June 2007 - July 2007
Skills
Microsoft Office, 10 Key, Fund Accounting, Teamwork, Customer Satisfaction, Time Management, Management, Customer Service, General Ledger, Data Analysis, Financial Analysis, Microsoft Excel
Education
Northwest Missouri State University 2004 — 2008
Bachelor of Science, Agricultural Business and Business Management
Savannah High School 2000 — 2004
Ray Ray's Hog Pit Food Truck March 2015 - Present
Economic and Community Development Institute June 2014 - Present
Economic and Community Development Institute June 2013 - December 2013
State Street July 2012 - December 2012
OhioHealth July 2011 - September 2011
Economic and Community Development Institute August 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Alternative Investments, Microsoft Word, VBA, Macro, Balance Sheet
Education
Northeastern University 2010 — 2014
D’Amore-McKim School of Business, Concentration: Finance
Alere Inc. May 2015 - Present
Northeastern University Law Journal May 2015 - Present
US Attorneys Office December 2014 - March 2015
State Street May 2014 - July 2014
U.S. Bank December 2011 - June 2013
Encore Hospitality Group May 2009 - August 2009
Skills
Microsoft Office, Portfolio Management, Microsoft Excel, Finance, Bloomberg, Financial Modeling, Investments, Financial Analysis, Bloomberg Terminal, Securities, Valuation, Legal Research, Legal Writing, Securities Regulation
Education
Northeastern University School of Law 2013 — 2016
Doctor of Law (JD)
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Managment, Legal Studies, General
A. Scott Colby, PC January 2013 - Present
State Street June 2011 - January 2013
A. Scott Colby, PC May 2010 - April 2011
Skills
Accounting, Finance, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Fund Accounting, Customer Service, Bookkeeping, Research, Bloomberg, Bloomberg Terminal, PowerPoint, QuickBooks, Spreadsheets, Account Reconciliation, Financial Accounting, Financial Reporting, Tax
Education
Northwest Missouri State University 2008 — 2011
Bachleor of Science, Accounting and Finance
CCA Floors & Interiors August 2015 - Present
Home Front Communications April 2015 - August 2015
CCA Floors & Interiors January 2012 - April 2015
Stokefire August 2010 - December 2011
Self - Employed March 2009 - November 2010
Fidelity Investments / Veritude, LLC January 2006 - November 2008
State Street September 2001 - June 2003
State Street March 1988 - September 2001
State Street January 1985 - March 1988
Symtron Systems July 1977 - October 1984
Skills
Vendor Management, Account Reconciliation, Visio, Marketing Strategy, Financial Services, Graphic Design, General Ledger, Requirements Gathering, Microsoft Office, Change Management, SDLC, QuickBooks, Business Analysis, Accounting, Payroll, Finance, Marketing, Program Management, Customer Service, Microsoft Word, Equities, Management, Process Improvement, Portfolio Management, Advertising, Microsoft Excel, Training, Requirements Analysis, Accounts Payable, Research, Internal Audit, Analysis, Social Media, Leadership, Public Speaking, Financial Statements, Corporate Actions, Financial Analysis, Mutual Funds, Cross-functional Team..., Strategic Planning, Business Intelligence, IT Strategy, Software Documentation, Non-profits, Business Process..., Office Management, Project Management
Education
Northern Virginia Community College 2009 — 2010
Accounting Studies Certificate, Accounting
Douglass College 1973 — 1977
BA, Sociology
Rutgers University-New Brunswick 1973 — 1977
BA, Sociology
Schwab Performance Technologies April 2015 - Present
Schwab Performance Technologies April 2012 - April 2015
State Street June 2009 - April 2012
State Street June 2008 - June 2009
Wells Fargo September 2007 - June 2008
Skills
Time Management, Result Oriented, Close Attention to..., Quick Thinker, Financial Reporting, Financial Analysis, Financial Accounting, Customer Service, Problem Solving, Salesforce.com, Credit, Financial Services, Portfolio Management, Relationship Management
Education
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Management and Marketing
Ascensus College Savings July 2014 - Present
Analysis Group April 2013 - July 2014
Obama for America September 2012 - November 2012
Democratic National Committee May 2012 - September 2012
State Street November 2011 - February 2012
PwC June 2011 - August 2011
Raytheon November 2010 - February 2011
Judge Bruce Selya, US Court of Appeals for the First Circuit June 2010 - August 2010
Skills
Legal Research, Policy Analysis, Legal Writing, Public Speaking, Political Campaigns, Public Policy, Leadership, Community Outreach, Research, Fundraising, Policy, Compliance, Corporate Law, Contract Negotiation, Contract Law
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (J.D.)
Providence College 2005 — 2009
BA, Political Science, Business Studies
Classical High School 2001 — 2005
Brown Brothers Harriman July 2005 - Present
State Street April 1997 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Accounting, Financial Analysis, Team Leadership, Analysis, General Ledger, Financial Statements, Financial Audits, Financial Services, Mutual Funds, Financial Reporting, Financial Accounting, Fund Accounting, Account Reconciliation, External Audit, Fund Administration, Global Custody, Accounts Receivable, Bonds, Securities, Hedge Funds, Swaps, Fund Of Funds
Education
Northeastern University 2014 — 2015
Graduate Certificate in Business Administration, Business Administration and Management, General
Rhode Island College 1993 — 1997
BS Business Administration, Business Administration and Management, General
North Kansas City Hospital January 2008 - Present
National Kidney Foundation August 2006 - January 2008
YMCA November 2005 - August 2006
State Street December 2000 - November 2005
Skills
Healthcare, Wellness, Cpr Certified, Healthcare Management, Nursing, Hospitals, Patient Education, BLS, Nutrition, Case Managment, EMR, Home Care, Medicare, Healthcare Information..., Patient Advocacy, Cerner, AFPA (American Fitness..., AFPA Nutrition &..., AFPA Personal Trainer, AFAA (Aerobic & Fitness..., AFPA Pilates I & II..., American Heart..., Fitness Center..., Public Speaking,..., Social Media, Employee Wellness, Fundraising /..., Program Management, Group Exercise,..., Fitness, CPR Certified, Case Management
Education
Northwest Missouri State University 1994 — 1997
Bachelor of Science, Corporate Recreation & Wellness
Allegion, plc. December 2013 - Present
ASIS International 2014 - 2015
ASIS International 2014 - 2015
Ingersoll Rand Security Technologies July 2012 - December 2013
Intelligence Security International June 2010 - July 2012
ADT Security, Inc June 2009 - June 2010
Diebold, Inc June 2007 - June 2008
Team AVS January 2006 - November 2006
State Street October 2003 - February 2006
State Street February 1995 - October 2003
Skills
Integrated Security..., Access Control, Intrusion Detection, Video Surveillance, Systems Design, Communication Systems, Wireless Communications..., Site Hardening, Integrated Vehicular..., Banking Security, Branch Banking Center..., Procedural Development, Teller Training, Central Station Design, Data Center Security..., Project Management, Operational Management, MS Project, AutoCad, Electronic Security..., Bid Peparation, MS SQL Server, Crystal Reporting, Visio, Disaster Recovery, Change Control, Capacity Planning, Training, Designs, Surveillance, Security, Sales Operations, AutoCAD, Program Management, System Design, Operations Management, Security Management, Microsoft SQL Server, Crystal Reports, Cross-functional Team..., Networking, Security Operations, Physical Security, CCTV, Account Management, New Business Development, Integration, Team Building, Sales Management, Management
Education
Northeastern University 1985 — 1989
BS, Criminal Justice
Boston Senior Home Care August 2015 - Present
Meetinghouse Bank October 2014 - Present
Meetinghouse Bank April 2014 - Present
Citizens Bank 2011 - 2012
State Street June 2009 - August 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Financial Services, Finance, Relationship Management, Series 63, Financial Analysis, Payments, Team Leadership, Human Resources, Series 7, Strategic Planning, Coaching, OFAC, Risk Management, Financial Transactions
Education
Northeastern University
Health Management
Eaton Vance July 2014 - Present
Fenway Community Health July 2012 - June 2014
State Street July 2013 - December 2013
Skills
Data Governance, SharePoint, IT Strategy, SQL, Windows, Social Networking, IT Infrastructure..., Data Analysis, Customer Service, Social Media, Microsoft Office, Windows 7, Database Design, Help Desk Support, Project Management, MySQL, Active Directory, Java, Virtual Systems, Microsoft Exchange, Outlook, PowerPoint
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Computer Science and Mathematics
State Street May 2015 - Present
John Hancock Financial Services June 2014 - December 2014
MFS Investment Management June 2013 - December 2013
Great-West Financial June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Customer Service, 401k, Relationship Management, Retirement Planning, Mutual Funds, CRM Databases, FactSet, Finance
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance, Economics
North Quincy High School 2005 — 2009
High School Diploma
State Street February 2015 - Present
Fidelity Investments June 2013 - February 2015
UNC Kenan-Flagler July 2011 - May 2013
The Home Depot May 2012 - August 2012
Office of the Comptroller of the Currency January 2008 - July 2011
Office of the Comptroller of the Currency January 2007 - January 2008
TD Ameritrade April 2006 - January 2007
Skills
Corporate Finance, Capital Markets, Financial Institutions, Interest Rate Risk..., Credit Risk, Credit Analysis, Strategy, Liquidity Risk, Financial Analysis, ALM, Funding, Pricing Strategy, Management Consulting, Liquidity Management, Chartered Financial..., Finance, Project Management, regulatory capital, CFA Level 3 Candidate, Certified Treasury..., SPIN Sales Training, Pricing Analysis, Volunteer Management, Loan Portfolio Analysis, Price Risk, Regulatory Affairs, Financial Modeling, Analysis, Financial Risk, Business Modeling, Financial Services, Leadership, Risk Management
Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School 2011 — 2013
Master, Business Administration
UNIVERSITY OF SOUTH DAKOTA, Beacom School of Business 2002 — 2005
Bachelor of Business Administration, Finance Emphasis
Northern State University 2001 — 2002
BS, Finance
State Street March 2011 - Present
State Street March 2003 - February 2011
State Street March 1983 - March 2003
State Street March 1979 - March 1983
Skills
Regulatory Requirements, IT Executive Management, Information Security, Cyber-security, Disaster Recovery, IT Audit, Team Management, Risk Management, Vendor Management, Enterprise Architecture, Network Security, Business Analysis, Regulatory Compliance, IT Strategy, SDLC, Process Improvement, Financial Services, Cloud Computing, Data Analytics, Solution Architecture, Technology Integration, Mentoring, Solutions Design, Network Architecture
Education
Norwich University 1974 — 1978
Bachelor's degree, Business Administration and Management, General
State Street July 2009 - May 2015
State Street July 2007 - June 2009
State Street July 2005 - December 2005
John Hancock Financial Services July 2004 - December 2004
Skills
Fund Accounting, Bloomberg, Fund Administration, Microsoft Excel, Investor Relations, Financial Analysis, Mutual Funds, Fixed Income, Finance
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
State Street Global Advisors (SSgA) January 2014 - June 2014
State Street January 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SharePoint, Barclays Point, FactSet, Time Management
Education
Northeastern University 2011 — 2016
Finance and Management Information Systems
Canton High School 2007 — 2011
High School
George Washington University August 2015 - Present
Enclude Holding June 2015 - August 2015
Fidelity Bank Gh Ltd September 2012 - August 2014
Argus Information and Advisory Services August 2011 - August 2012
State Street June 2010 - August 2010
Skills
Microsoft Office, Matlab, Stata, SQL, Research, Fundraising, Financial Analysis, Strategy, Data Analysis, Portfolio Management, Nonprofits
Education
The George Washington University 2014 — 2016
Master of Arts (M.A.), Economics
Northwestern University 2007 — 2011
BA, Economics, Mathematics
SOS HGIC 2003 — 2007
IB Diploma, Economics HL, Chemistry HL, Mathematics HL, English SL, French SL, Biology SL
Northwest Missouri State University August 2014 - Present
State Street June 2015 - August 2015
Mozingo Lake Golf Course January 2015 - May 2015
Skills
Sales, Marketing, Management, Microsoft Excel, Microsoft Word, Time Management, Communication, Microsoft Office, Cpr Certified, Social Networking, Social Media, Report Writing, Telephone Reception, Cashiering, Lifeguarding, Writing, Facebook, Pinterest, Twitter, Microsoft Exchange, Creative Problem Solving, Advertising, Personal Branding, Event Planning
Education
Northwest Missouri State University 2013 — 2016
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General, Senior
FBC Mortgage, LLC May 2015 - Present
NWN Corporation June 2011 - May 2015
State Street June 2008 - August 2009
Skills
Active Directory, Windows, Troubleshooting, Cisco, Windows 7, Windows Server 2008, Analysis, Access, Customer Relations, Problem Solving, VMware, Microsoft Exchange, Information Technology, Patch Management, Blackberry Enterprise..., vSphere, Remote Troubleshooting, Windows Server, Cisco Technologies, Networking, CCNA, LAN-WAN, Routers, Switches, VPN, Disaster Recovery, Security, Servers, Network Security, Wireless Networking, Network Administration, Routing, Firewalls, Cisco Routers, Windows XP, Computer Hardware, Customer Service, Virtualization, Juniper, Cisco Nexus, Data Center, DNS
Education
Network Training Academy Institute 2010 — 2011
IT Certificates, Cisco, Networking, Microsoft
Northeastern University 1995 — 1998
B.S., Sociology, magna cum laude
State Street May 2012 - Present
Fidelity Investments July 2008 - April 2012
Fidelity Investments November 2005 - November 2007
Tarlow Breed Hart & Rodgers, P.C. October 2003 - September 2004
Donovan Hatem LLP July 2002 - October 2003
Massachusetts Superior Court September 2001 - July 2002
Skills
ERISA, Alternative Investments, Pensions, 401k, Qualified Retirement..., Defined Benefit, Defined Contribution, Global Custody, Asset Management, Financial Services, Corporate Law, FINRA, Litigation, Legal Research, Mutual Funds, Securities, Legal Writing, Corporate Governance, Mergers
Education
Northeastern University School of Law 1998 — 2001
University of Notre Dame 1991 — 1995
B.B.A.
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Little Orbit August 2012 - Present
Kennedy Design Build October 2011 - Present
ESSEX CAPITAL CORPORATION August 2010 - May 2015
Wells Fargo Asset Management - Clearlend Securities October 2006 - March 2012
State Street July 2005 - September 2006
Northern Trust November 1997 - June 2005
State Street December 1991 - November 1997
Skills
Risk Management, Asset Management, Equities, Investments, New Business Development, Asset Managment, Sales, Relationship Management, Marketing, Financial Services, Real Estate, Securities, Hedge Funds, Banking, Institutional..., Due Diligence, Mutual Funds, Fixed Income, Credit, Venture Capital, Portfolio Management, Series 7, Cash Management, Capital Markets, Finance, Funding
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance & Marketing
University of Massachusetts, Amherst 1987 — 1991
BA, Finance
Invaluable September 2015 - Present
Department of Veterans Affairs March 2014 - June 2015
Applications Systems Corporation September 2012 - April 2013
State Street August 2011 - September 2012
pingWARE September 2010 - May 2011
LogMeIn May 2008 - May 2009
Airpath Wireless November 2006 - February 2008
Verndale 2005 - 2006
Solid Sense 2005 - 2006
Inforonics November 1999 - April 2001
Skills
C#, ASP.NET, SQL, Agile Methodologies, XML, Microsoft SQL Server, .NET, IIS, JavaScript, Web Services, Software Development, VB.NET, CSS, SSRS, jQuery, HTML, Visual Studio, Databases, AJAX, Web Applications, Database Design, Subversion
Education
Northeastern University 1985 — 1988
State Street 2013 - Present
State Street 2010 - 2013
State Street Global Advisors 2009 - 2010
OppenheimerFunds 2002 - 2009
Southern Methodist University 1995 - 2002
Reinganum Consulting 1980 - 2002
Universtiy of Iowa 1987 - 1995
University of Southern California 1978 - 1987
Skills
Portfolio Management, Equities, Investments, Alternative Investments, Hedge Funds, Securities, Asset Management, Asset Allocation, Investment Strategies, Bloomberg, Financial Markets, Investment Management, Quantitative Analytics, Valuation, Mutual Funds, Financial Services, Finance, Economics
Education
University of Chicago Graduate School of Business 1977 — 1979
Doctor of Philosophy (Ph.D.), Finance
University of Chicago Graduate School of Business 1975 — 1977
Master of Business Administration (MBA), Financial Economics
Oberlin College 1971 — 1975
A.B. with High Honors, Economics
State Street March 2013 - Present
State Street February 2009 - March 2013
Ashcraft Research Inc. December 2007 - April 2008
Skills
Analysis, Asset Management, Bloomberg, Business Analysis, Business Process, Business Process..., Collateral Management, Data Analysis, Derivatives, Due Diligence, Economics, Equities, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Leadership, Management, Microsoft Excel, PowerPoint, Private Equity, Process Improvement, Program Management, Project Management, Risk Management, VBA, Valuation
Education
Northwestern University 2004 — 2008
JPMorgan Chase December 2011 - Present
State Street February 2008 - September 2008
JP Morgan & Chase 2000 - 2008
Investors Bank & Trust 1997 - 2000
Skills
Fund Accounting, Administration, Mutual Funds, Bloomberg, Financial Analysis, Corporate Actions, Due Diligence, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Accounting, Excel, Private Equity, Securities, Asset Managment, Derivatives, Financial Services, Fund Administration, Investments, Risk Management
Education
Northeastern University 1992 — 1997
BS, International Business / Finance
State Street Sr. IT ConsultantPricewaterhouseCoopers2000 - 2006
Education
Northeastern University 1999 — 2002
Dana-Farber Cancer Institute & The Jimmy Fund April 2012 - Present
Vantage Deluxe World Travel 2005 - 2012
State Street 2003 - 2005
Self-Employed 2001 - 2003
EstateWorks 2001 - 2002
Grand Circle Corporation 1994 - 2001
American Museum of Natural History 1991 - 1994
Skills
Email Marketing, Online Marketing, Digital Marketing, Web Analytics, Social Media Marketing, Integrated Marketing, Social Media, Marketing Strategy, Direct Marketing, Lead Generation, Marketing Communications, Marketing, Online Advertising, Interactive Marketing, SEM, SEO, Product Marketing, Copywriting, E-commerce, Social Networking, Direct Mail, Facebook, CRM, Creative Direction, Google Adwords, CMS, Digital Strategy, User Experience, Google Analytics, Vendor Management, Content Development, Marketing Management, Mobile Marketing, Analytics, Web Marketing, Content Management, Website Development, Management, Blogging, Competitive Analysis, Strategy, Database Marketing, Creative Development, Budget Management, Staff Management, Fundraising, Nonprofits, Online Fundraising
Education
Oberlin College 1985 — 1989
BA, English
Semester at Sea 1987 — 1987
Shaker Heights High School 1982 — 1985
Laurel Hill Advisory Group December 2014 - Present
Kingsdale Shareholder Services April 2012 - March 2014
State Street October 2010 - April 2012
Kingsdale Shareholder Services September 2005 - September 2010
CIBC Mellon September 2000 - September 2004
TD September 1999 - September 2000
RBTT Bank N.V. November 1996 - August 1999
Buck Securities November 1994 - May 1996
PwC August 1992 - November 1994
Skills
Corporate Finance, Equities, Team Building, Strategy, Capital Markets, Mergers & Acquisitions, Relationship Management, Mergers, Investments, Securities, Investor Relations, Corporate Governance, Mutual Funds, CRM, Financial Analysis
Education
Nova Southeastern University 1996 — 1997
Masters Business Administration, Finance
Univesity of the West Indies 1980 — 1985
Bachelor's Degree, Economics and Management, Honours
State Street August 2000 - Present
Sprint August 1999 - August 2000
Northwest MIssouri State University July 1997 - August 1999
Skills
Data Center, Cisco Technologies
Education
Northwest Missouri State University
BNY Mellon August 2011 - Present
Bank of New York Mellon July 2006 - August 2011
State Street February 2004 - June 2004
Calyon Financial December 2002 - June 2003
Skills
Spanish, Bloomberg, Management, Financial Analysis, CRM, Data Analysis, Financial Modeling, Account Management, Risk Management, Access, Business Analysis, Microsoft Excel, Financial Services, Equities
Education
Northeastern University 2001 — 2006
Bachelor's, International Business, Spanish, Finance
Commerce Bank December 2013 - Present
Commerce Bank January 2013 - December 2013
Sprint Nextel November 2011 - January 2013
Kansas City Power & Light August 2008 - November 2011
State Street December 2005 - August 2008
Skills
Data Analysis, ACL, Continuous Audit, SOX, Audit, Auditing, Compliance, Risk Assessment, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Business Analysis, Banking, Financial Reporting
Education
Northwest Missouri State University 2001 — 2005
Bachelor of Science, Business Management
State Street December 2008 - Present
Education
Northern Illinois University
Finance, General
Deschenes & Farrell, P.C. 1998 - Present
State Street 1993 - 1998
Skills
Zoning, Litigation, Municipal Law, Land Use Planning, Real Estate, Real Estate Development, Land Use, Civil Litigation, Land Use Law, Land Development, Real Estate Transactions, Wills, Property Law, Business Formation, Contract Negotiation, Courts, Commercial Litigation, Real Property, LLC, Legal Writing
Education
Northeastern University School of Law 1990 — 1993
Doctor of Law (JD), Law
New Hampshire College 1985 — 1988
Master of Business Administration (MBA), Business Administration and Management
University of Maine 1977 — 1981
Bachelor's degree, Biology/Biological Sciences
State Street April 1986 - Present
Skills
Fixed Income, Mutual Funds, Financial Analysis, Equities, Internal Audit, Bloomberg, Fund Accounting, Customer Service, Accounting, Hedge Funds, Investments, Risk Management, Securities, Strategic Planning, Finance
Education
Northwest Missouri State University 1982 — 1986
BS, Accounting, Finance
State Street May 2013 - Present
State Street May 2012 - May 2013
State Steet June 2010 - May 2012
The Mergis Group September 2009 - June 2010
Waddell & Reed April 2000 - December 2008
Skills
Fund Accounting, Accounting, Proofreading, Data Entry, Auditing, Microsoft Excel, Ten Key, Microsoft Word, Problem Solving
Education
Northwest Missouri State University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Wellington Management Company, LLP December 2001 - Present
State Street Global Advisors 1999 - 2001
State Street July 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Bloomberg, Derivatives, Risk Management, Mutual Funds, Institutional, Investment Advisory, Bonds, Credit, Financial Modeling, Alternative Investments, Wealth Management, Investment Management, Securities, Hedge Funds, Equities, Investment Strategies
Education
Norwich University 1994 — 1998
North Smithfield High School 1991 — 1994
www.Fish2Win.com January 2011 - Present
State Street June 1998 - Present
DST 1997 - 2001
Education
Northwest Missouri State University 1995 — 1998
Bachelor, Computer Science
State Street June 2012 - Present
State Street Bank & Trust June 2011 - June 2012
Horizon Financial Group, Inc March 2010 - June 2011
Sun Life Financial November 2005 - February 2009
Sun Life Financial November 2005 - September 2007
Brown Brothers Harriman August 2000 - November 2005
Brown & Company Securities January 1997 - August 2000
Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio
Education
Northeastern University
Business Administration
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
Cambridge Associates July 2012 - Present
Cohen Kinne Valicenti & Cook September 2010 - July 2012
State Street November 2009 - February 2010
Brown Rudnick May 2009 - August 2009
Ocean Spray Cranberries November 2008 - February 2009
Massachusetts Superior Court May 2008 - August 2008
Travelers April 2006 - August 2007
UBS December 2004 - February 2006
Education
Northeastern University School of Law 2007 — 2010
JD
Williams College 1999 — 2003
State Street January 2015 - March 2015
Blue Cross Blue Shield of Massachusetts August 2014 - October 2014
Santander Bank, N.A. April 2014 - May 2014
Merrill Edge February 2014 - March 2014
New York Life Insurance Company December 2010 - February 2014
Mercer September 2004 - November 2008
Skills
401k, Call Centers, Customer Service, Microsoft Office, Benefits Administration, Financial Services, Insurance, Investments, Process Improvement
Education
Northeastern University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
State Street April 2010 - Present
Nationwide Insurance January 2005 - April 2010
Cardinal Health December 2002 - January 2005
Bank Stock Group aka Diamond Hill Financial February 1997 - September 2000
Skills
Auditing, Internal Controls, Audit, Internal Audit, Investments, Credit, Derivatives, Equities, Fixed Income, Financial Risk, Management, Mutual Funds, Risk Management, Enterprise Risk..., Financial Analysis, Financial Services
Education
Northern Illinois University
BS, Political Science
The Ohio State University - The Max M. Fisher College of Business
MBA, Finance
State Street Global Advisors 2008 - Present
State Street January 1998 - September 2008
Skills
Investments, Fixed Income, Mutual Funds, Equities, Relationship Management, Financial Analysis, Asset Management, Hedge Funds, Securities, Series 7, Alternative Investments, Asset Allocation, Derivatives, Portfolio Management, Financial Services, Bloomberg, Series 63, Capital Markets, Investment Management, Investment Strategies
Education
Northeastern University 2008 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth
Bachelor's degree, Accounting
State Street December 2013 - Present
Citi January 2008 - October 2013
Columbia Management September 2006 - January 2008
Fidelity Management & Research Company March 2005 - June 2005
Skills
Mutual Funds, Compliance, Securities Regulation, Asset Managment, Risk Management, Financial Services, Investments, Equities, Asset Management, Hedge Funds, Analysis, Investment Management, Legal Writing, Securities, Portfolio Management
Education
Northeastern University School of Law 2002 — 2005
JD, Law
University of Notre Dame - Mendoza College of Business 1997 — 2001
Bachelors of Business Administration, Accounting
State Street May 2007 - Present
ASQ Olde Colony Section 0111 January 2010 - January 2012
Complete Construction Specialists April 2005 - April 2007
Computershare October 1992 - April 2005
Education
Northeastern University 1995 — 1997
Associate, Business Management
BC High
Sasaki Associates July 2014 - Present
Prophet February 2012 - November 2013
Kuczmarski & Associates March 2011 - February 2012
Abelson-Taylor September 2009 - March 2011
State Street June 2007 - August 2007
Institute of Contemporary Art Boston February 2007 - June 2007
Tiffany & Co. February 2007 - June 2007
Finale Dessert Company September 2006 - March 2007
State Street June 2006 - August 2006
Skills
Strategy, Marketing, Advertising, Management Consulting, Analysis, Marketing Strategy, Corporate Communications, Marketing Communications, Brand Architecture, Customer Insight, Account Management, Market Research, Qualitative Research, Competitive Analysis, Marketing Research, French
Education
Northwestern University 2004 — 2009
BS, Communications, Art History
Milton Academy 2000 — 2004
High School
State Street February 2000 - Present
Putnam Investments June 1997 - January 2000
Goldman Sachs February 1989 - June 1997
Andersen Consulting August 1983 - June 1987
Skills
CRM, Asset Managment, IT Management, IT Strategy, Trading Systems, Strategy, Project Portfolio..., Software Development, Disaster Recovery, Management, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance, Management
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Accounting, Economics
SAP January 2014 - Present
EMC July 2012 - December 2013
EMC July 2011 - July 2012
State Street January 2010 - August 2010
SABIC Innovative Plastics June 2008 - December 2008
Watertown Savings Bank November 2005 - August 2007
Skills
Excel, Languages, Analysis, Customer Relations, Banking, Pricing, Business Analysis, PowerPoint, Microsoft Office, Finance, Strategic Planning, Data Analysis, Project Management, Teamwork, Business Strategy, Customer Service, Cross-functional Team..., Risk Management, Microsoft Excel, Competitive Analysis, Analytics, Sales, Financial Analysis, Solution Selling, Management, Leadership, Business Planning, Sales Management, Enterprise Software, Business Intelligence, SaaS, SAP, CRM, Cloud Computing, ERP
Education
Northeastern University 2007 — 2010
Bachelor of Science Degree, Business Administration (Finance and Entrepreneurship)
IGT August 2013 - Present
Tropicana Las Vegas Inc August 2012 - May 2013
Aristocrat Technologies August 2010 - August 2012
Station Casinos August 2005 - August 2010
State Street December 2003 - August 2005
Skills
Gaming Industry, Gambling, Casino Gaming, Poker, Online Gaming, Online Gambling, Casino, Hospitality, Gaming, Database Marketing, Hotels
Education
Rockhurst University 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1999 — 2002
BS, Finance
Northwest Missouri State University 1997 — 1999
NA, Accounting
Donna Morgan & Ali Ro July 2015 - Present
Eversource Energy June 2014 - January 2015
Northeastern University 2015 - 2015
State Street June 2013 - June 2014
Abercrombie & Fitch March 2012 - June 2012
IBM July 2010 - September 2010
2010 Asian American Civic Association (Youth Census Worker) March 2010 - June 2010
2009 Brigham and Women's Hospital July 2009 - September 2009
Skills
Project Planning, Microsoft Excel, Budgets, Spreadsheets, Filing, Brochures, PowerPoint, Microsoft Word, Microsoft Office, Film, Teamwork, Research, Direct Mail, Public Speaking, Time Management
Education
Northeastern University 2013 — 2017
Business Administration and Economics with Entrepreneurship concentrations
Boston Latin Academy 2008 — 2012
High School Diploma, General Studies
John Hancock Life Insurance Company (U.S.A.) 2001 - Present
Fidelity Investments July 1998 - July 2001
State Street June 1997 - December 1997
Northeastern University January 1995 - December 1995
Northeastern University September 1994 - January 1995
Skills
System Administration, Mutual Funds, Investments, Insurance, Financial Modeling, Securities, Financial Services, Portfolio Management, Risk Management, Equities, Asset Managment
Education
Northeastern University 1993 — 1998
Bachelor of Science, Finance and Insurance
California State University, Stanislaus November 2013 - Present
California State University, Stanislaus April 2013 - October 2013
Northern Arizona University April 2012 - March 2013
Harkins Theatres Flagstaff July 2009 - November 2012
NAU August 2009 - March 2012
Roger T. Bollard, PLLC January 2008 - June 2009
State Street May 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Budget, C++, Outlook, Budgets, Accounting, Data Analysis, Financial Reporting, Nonprofits, Financial Analysis
Education
University of Central Missouir 2001 — 2003
BSBA, Accounting, GPA: 3.62/4.0
Northern Arizona University 1996 — 1997
State Street June 2012 - Present
State Street June 2011 - August 2011
State Street June 2010 - January 2011
State Street July 2009 - December 2009
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance and Marketing
USDA June 2013 - Present
State Street April 2009 - June 2013
State Street July 2007 - April 2009
State Street November 2005 - July 2007
NPH 2004 - 2005
United States Army Reserve June 1995 - August 2004
Skills
Corporate Actions, Fund Accounting, Reconciliations, Accruals, Bloomberg, Reconciliation, Reconciling, General Ledger, Financial Reporting, Pivot Tables, Account Reconciliation, Accounting, Fixed Income, Regulatory Reporting, Financial Accounting, Securities, Global Custody, Financial Statements, Bank Reconciliation, Financial Analysis, Financial Services, Management, Process Improvement, Microsoft Excel
Education
Northwest Missouri State University 1999 — 2001
Bachelor's of Science, Business Administration
University of Missouri-Kansas City
Myers and Stauffer LC Senior AccountantState Street2001 - 2006
State Street 2001 - 2006
Skills
Auditing
Education
Northwest Missouri State University
Bachelor's degree, Finance, General
State Street December 2014 - Present
John Hancock Financial Services July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Access, Actuarial Science, Financial Analysis, Risk Management, Data Analysis
Education
Northeastern University 2010 — 2013
Bachelor of Science (B.S.), Economics
Cambridge Savings Bank June 2014 - Present
Windhaven Investment Management October 2012 - May 2014
State Street 2003 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Administrative..., Spreadsheets, Office Management, Lotus Notes, Access, Customer Service, Research, Office Administration, Data Entry, Administration, Analysis
Education
Norwich University
Bachelor of Science (B.S.), Education
US Department of Justice January 2004 - Present
Dover NH Police Department February 2001 - January 2004
Farmington NH Police Department November 1999 - January 2001
State Street September 1995 - November 1999
Skills
Private Investigations, Federal Law Enforcement, Criminal Investigations, Homeland Security, Security Clearance, Government, Emergency Management, Security, Policy, Internal Investigations, Legal Writing, Corporate Security, National Security, Police, Criminal Justice, Public Safety, Interrogation, Public Policy, Counterterrorism, Firearms, Patrol, Criminal Law, Enforcement
Education
Norwich University 1991 — 1995
Bachelor's degree, Criminal Justice
Interactive Data July 2014 - Present
State Street October 2013 - July 2014
State Street January 2013 - October 2013
The Princeton Review July 2012 - October 2012
Consider it Done May 2009 - September 2010
Skills
Microsoft Excel, Accounting, Financial Analysis, Bloomberg, Finance, Financial Reporting, Corporate Finance, Economics, Account Reconciliation, Accounts Payable, Access, Stata, Data Analysis, PowerPoint
Education
Northeastern University 2008 — 2011
BA, Economics
Wellesley High School
State Street April 2013 - Present
State Street Bank Trust Co. October 2008 - May 2011
Skills
Financial Analysis, Bloomberg Terminal, Fund Administration, Options, Swaps, Equity Trading, Microsoft Excel, US Equities, Leveraged Finance, Mutual Funds, Fund Accounting
Education
Northeastern University 2003 — 2008
Accounting and Marketing, Accounting and Business/Management
State Street April 2011 - Present
State Street February 2009 - April 2011
Skills
Bloomberg, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Securities, Fixed Income, Equities, Financial Services, Account Reconciliation, Bloomberg Terminal, Fund Accounting, Corporate Actions
Education
Northwest Missouri State University 2004 — 2008
Bachelor's degree, Marketing
Northwest Missouri State University 2004 — 2008
Bachelor's degree, Fashion Merchandising
Amazon July 2015 - Present
State Street January 2014 - July 2014
KPMG China July 2013 - August 2013
Bank of China June 2012 - July 2012
Skills
SQL, Java, Microsoft Office, Racket, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, C++, Financial Analysis, Access, Research, Time Management, Teamwork, Social Media, Outlook
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Accounting and Finance
Guangdong Experimental Senior High School 2008 — 2011
High School
State Street August 2008 - June 2014
MetLife January 1997 - June 2008
New England Financial, A MetLife Company 1991 - 1997
New England Financial, A MetLife Company 1987 - 1991
New England Financial, A MetLife Company 1986 - 1987
Skills
Financial Reporting, Auditing, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, Accounts Payable, Sarbanes-Oxley Act, GAAP
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Accounting