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
Employee
Years
Job
Industry
Melissa Maher Melissa Maher's State Street Experience January 1998 - February 1999
Job Partner at PwC
Industry Accounting
Experience
PwC July 2013 - Present
PricewaterhouseCoopers March 1999 - June 2013
State Street January 1998 - February 1999
Federated Investors August 1994 - December 1997
Skills
Internal Controls, Private Equity, Hedge Funds, Investments, Accounting, Venture Capital, Financial Services, Asset Management, CPA, Mutual Funds, Investment Advisory, SEC filings, Assurance, US GAAP, Big 4, Financial Reporting
Education
Penn State University 1990 — 1994
B.S., Accounting
PwC July 2013 - Present
PricewaterhouseCoopers March 1999 - June 2013
State Street January 1998 - February 1999
Federated Investors August 1994 - December 1997
Skills
Internal Controls, Private Equity, Hedge Funds, Investments, Accounting, Venture Capital, Financial Services, Asset Management, CPA, Mutual Funds, Investment Advisory, SEC filings, Assurance, US GAAP, Big 4, Financial Reporting
Education
Penn State University 1990 — 1994
B.S., Accounting
Aaron Farr, CFA Aaron Farr, CFA's State Street Experience January 2008 - July 2008
Job Vice President at Palmer Square Capital Management LLC
Industry Financial Services
Experience
Palmer Square Capital Management LLC June 2014 - Present
Matrix 360 Administration (Boutique Hedge/Mutual Fund Administrator) July 2013 - May 2014
The Rock Creek Group December 2012 - July 2013
The Rock Creek Group October 2011 - November 2012
Rydex Investments July 2008 - October 2011
State Street January 2008 - July 2008
State Street October 2003 - December 2007
State Street September 2006 - December 2006
State Street October 2002 - September 2003
State Street March 1999 - September 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Investments, Financial Services, Finance, Swaps, Equities, Financial Reporting, Account Reconciliation, Microsoft Excel, Bloomberg, Fixed Income, Securities, Accounting, Asset, Derivatives, Excel, Reconciliation, Budgets, Financial Analysis, Financial Statement..., Process Improvement, Forecasting, Managerial Finance, Operations Management, Auditing, Relationship Management, Treasury Management, Investment Research, Return on Investment..., Business Development, Business Strategy, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Capital Markets, Fund Administration, Due Diligence, Management
Education
Penn State University 2003 — 2005
MBA, Masters of Business Administration
University of New Hampshire 1989 — 1993
BS, Business Administration
Palmer Square Capital Management LLC June 2014 - Present
Matrix 360 Administration (Boutique Hedge/Mutual Fund Administrator) July 2013 - May 2014
The Rock Creek Group December 2012 - July 2013
The Rock Creek Group October 2011 - November 2012
Rydex Investments July 2008 - October 2011
State Street January 2008 - July 2008
State Street October 2003 - December 2007
State Street September 2006 - December 2006
State Street October 2002 - September 2003
State Street March 1999 - September 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Investments, Financial Services, Finance, Swaps, Equities, Financial Reporting, Account Reconciliation, Microsoft Excel, Bloomberg, Fixed Income, Securities, Accounting, Asset, Derivatives, Excel, Reconciliation, Budgets, Financial Analysis, Financial Statement..., Process Improvement, Forecasting, Managerial Finance, Operations Management, Auditing, Relationship Management, Treasury Management, Investment Research, Return on Investment..., Business Development, Business Strategy, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Capital Markets, Fund Administration, Due Diligence, Management
Education
Penn State University 2003 — 2005
MBA, Masters of Business Administration
University of New Hampshire 1989 — 1993
BS, Business Administration
Brian Colsher Brian Colsher's State Street Experience August 2007 - November 2007
Job VP, SAP Configuration at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Bank of America June 2011 - November 2013
Bank of America September 2009 - June 2011
Merrill Lynch November 2007 - September 2009
State Street August 2007 - November 2007
Skills
Financial Analysis, Business Process..., Internal Controls, Financial Modeling, Account Reconciliation, Data Analysis, Financial Reporting, SAP FICO, SAP FI/CO Configuration, SAP Implementation, SAP Financial, SAP Accounting, SAP BI, SAP BW, Finance Transformation, Project Management, Cross-functional..., Cross-functional Team..., Leadership, Microsoft Excel, Data Management, Financial Risk, Data Conversion, Oracle Applications, Change Management, Banking, Finance, Process Improvement, Business Transformation, SDLC
Education
Pennsylvania State University 2003 — 2007
B.S., Economics
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Bank of America June 2011 - November 2013
Bank of America September 2009 - June 2011
Merrill Lynch November 2007 - September 2009
State Street August 2007 - November 2007
Skills
Financial Analysis, Business Process..., Internal Controls, Financial Modeling, Account Reconciliation, Data Analysis, Financial Reporting, SAP FICO, SAP FI/CO Configuration, SAP Implementation, SAP Financial, SAP Accounting, SAP BI, SAP BW, Finance Transformation, Project Management, Cross-functional..., Cross-functional Team..., Leadership, Microsoft Excel, Data Management, Financial Risk, Data Conversion, Oracle Applications, Change Management, Banking, Finance, Process Improvement, Business Transformation, SDLC
Education
Pennsylvania State University 2003 — 2007
B.S., Economics
Raymond Zilliox's State Street Experience June 2013 - August 2013
Job Account Representative at BNSF Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway December 2013 - Present
Pittsburg State University January 2011 - December 2013
State Street June 2013 - August 2013
Pittsburg State University September 2010 - May 2012
Coffey County Road and Bridge 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Leadership, Honest, Dependable, Hard Working, Eager to Learn, Time Management, PowerPoint, Microsoft Office, Communication, PAM for Securities, CMOD, Public Speaking, Social Networking, Accounting, Teamwork, Customer Service, Management, Research, Social Media
Education
Pittsburg State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Waverly High School 2006 — 2010
BNSF Railway December 2013 - Present
Pittsburg State University January 2011 - December 2013
State Street June 2013 - August 2013
Pittsburg State University September 2010 - May 2012
Coffey County Road and Bridge 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Leadership, Honest, Dependable, Hard Working, Eager to Learn, Time Management, PowerPoint, Microsoft Office, Communication, PAM for Securities, CMOD, Public Speaking, Social Networking, Accounting, Teamwork, Customer Service, Management, Research, Social Media
Education
Pittsburg State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Waverly High School 2006 — 2010
Gina Rendar's State Street Experience March 2013 - November 2014
Job Managing Vice President North America at Competitive Capabilities International
Industry Management Consulting
Experience
Competitive Capabilities International June 2015 - Present
United States Steel Corporation December 2014 - June 2015
State Street March 2013 - November 2014
State Street February 2010 - March 2013
Cinram October 2007 - January 2010
PolyOne March 2007 - October 2007
Bayer August 2004 - March 2007
Bayer 2003 - 2004
Bayer 2000 - 2003
Bayer 1996 - 2000
Skills
•General Management and..., •Operational &..., •Customer/Vendor..., •Business Turnaround &..., •Leading & Developing..., •Process Optimization &..., •International..., •P&L, Budget & Cost..., •Change Leadership &..., •Productivity &..., •Strategic Consulting..., Strategic Planning, Cross-functional Team..., Vendor Management, Business Strategy, Product Management, Strategy, Leadership, Start-ups, Business Development, Supply Chain Management, Management, Product Development, Change Management, Marketing, Procurement, Sales Management, Contract Negotiation, Business Planning, CRM, Business Analysis, Mergers & Acquisitions, Operations Management, P&L Management, Supply Chain, Negotiation, New Business Development, Integration, Budgets, Project Management, Strategic Sourcing, Training, Sales, Business Process..., Telecommunications, Program Management, Plastics Industry, Competitive Analysis, Management Consulting, Process Improvement
Education
Penn State University 1983 — 1987
B.S. The Smeal College of Business, Global Operations Management and Industrial Science
Robert Morris University 2000 — 2002
M.B.A., Communication and Information Systems focus, Summa Cum Laude
Competitive Capabilities International June 2015 - Present
United States Steel Corporation December 2014 - June 2015
State Street March 2013 - November 2014
State Street February 2010 - March 2013
Cinram October 2007 - January 2010
PolyOne March 2007 - October 2007
Bayer August 2004 - March 2007
Bayer 2003 - 2004
Bayer 2000 - 2003
Bayer 1996 - 2000
Skills
•General Management and..., •Operational &..., •Customer/Vendor..., •Business Turnaround &..., •Leading & Developing..., •Process Optimization &..., •International..., •P&L, Budget & Cost..., •Change Leadership &..., •Productivity &..., •Strategic Consulting..., Strategic Planning, Cross-functional Team..., Vendor Management, Business Strategy, Product Management, Strategy, Leadership, Start-ups, Business Development, Supply Chain Management, Management, Product Development, Change Management, Marketing, Procurement, Sales Management, Contract Negotiation, Business Planning, CRM, Business Analysis, Mergers & Acquisitions, Operations Management, P&L Management, Supply Chain, Negotiation, New Business Development, Integration, Budgets, Project Management, Strategic Sourcing, Training, Sales, Business Process..., Telecommunications, Program Management, Plastics Industry, Competitive Analysis, Management Consulting, Process Improvement
Education
Penn State University 1983 — 1987
B.S. The Smeal College of Business, Global Operations Management and Industrial Science
Robert Morris University 2000 — 2002
M.B.A., Communication and Information Systems focus, Summa Cum Laude
David Westcott David Westcott's State Street Experience June 2015 - Present
Job Portfolio Manager at State Street Global Markets
Industry Investment Management
Experience
State Street June 2015 - Present
State Street Global Advisors August 2013 - June 2015
State Street November 2012 - August 2013
The Vail Corporation, dba Vail Resorts Management Company November 2011 - April 2012
State Street Global Advisors February 2008 - December 2010
State Street Global Advisors February 2004 - February 2008
State Street July 2000 - February 2004
Skills
Portfolio Management, Investment Operations, Investment Management, Equities, Derivatives, Foreign Exchange, Investments
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Major: Accounting. Minor: Economics
State Street June 2015 - Present
State Street Global Advisors August 2013 - June 2015
State Street November 2012 - August 2013
The Vail Corporation, dba Vail Resorts Management Company November 2011 - April 2012
State Street Global Advisors February 2008 - December 2010
State Street Global Advisors February 2004 - February 2008
State Street July 2000 - February 2004
Skills
Portfolio Management, Investment Operations, Investment Management, Equities, Derivatives, Foreign Exchange, Investments
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Major: Accounting. Minor: Economics
Dana Larsen Dana Larsen's State Street Experience July 2014 - April 2015
Job Fund Admin Associate at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2015 - Present
State Street July 2014 - April 2015
State Street December 2011 - July 2014
State Street November 2010 - December 2011
State Street July 2009 - October 2010
Skills
Fund Accounting, Fund Administration, Valuation, ETFs, Securities, Corporate Actions, Equities, NAV, Bloomberg Terminal, Microsoft Excel, Account Reconciliation
Education
Plymouth State University 2005 — 2009
BS, Finance
Natixis Global Asset Management April 2015 - Present
State Street July 2014 - April 2015
State Street December 2011 - July 2014
State Street November 2010 - December 2011
State Street July 2009 - October 2010
Skills
Fund Accounting, Fund Administration, Valuation, ETFs, Securities, Corporate Actions, Equities, NAV, Bloomberg Terminal, Microsoft Excel, Account Reconciliation
Education
Plymouth State University 2005 — 2009
BS, Finance
Daniel Kier Daniel Kier's State Street Experience May 2009 - July 2010
Job Senior Financial Analyst at ColeParmer
Industry Financial Services
Experience
Cole-Parmer June 2015 - Present
UL September 2014 - May 2015
U.S. Bank June 2013 - May 2014
US BANK September 2012 - June 2013
Legacy Energy Inc January 2011 - January 2012
State Street May 2009 - July 2010
State Street April 2007 - April 2009
Kier Enterprises INC September 2002 - March 2007
Lee Technologies May 2005 - August 2005
Skills
Microsoft Excel, Financial Services, Microsoft Office, PowerPoint, Access, Equities, Oracle, SAP, Fixed Income, Bloomberg Terminal, Charles River Trading..., Transaction Order..., Excel, Word, Outlook, Budgeting & Forecasting, Sales, Business Process...
Education
Penn State University 2002 — 2006
B.A., Economics, Business
Manchester Business School 2005 — 2005
B.A., International Business, Foreign Markets, Currency Arbitrage, Quantitative Portfolio Management
Cole-Parmer June 2015 - Present
UL September 2014 - May 2015
U.S. Bank June 2013 - May 2014
US BANK September 2012 - June 2013
Legacy Energy Inc January 2011 - January 2012
State Street May 2009 - July 2010
State Street April 2007 - April 2009
Kier Enterprises INC September 2002 - March 2007
Lee Technologies May 2005 - August 2005
Skills
Microsoft Excel, Financial Services, Microsoft Office, PowerPoint, Access, Equities, Oracle, SAP, Fixed Income, Bloomberg Terminal, Charles River Trading..., Transaction Order..., Excel, Word, Outlook, Budgeting & Forecasting, Sales, Business Process...
Education
Penn State University 2002 — 2006
B.A., Economics, Business
Manchester Business School 2005 — 2005
B.A., International Business, Foreign Markets, Currency Arbitrage, Quantitative Portfolio Management
KIM NGAN LE KIM NGAN LE's State Street Experience August 2013 - March 2015
Job Student at UMass Boston
Industry Accounting
Experience
State Street August 2013 - March 2015
US Army Reserve June 2011 - June 2012
US Army June 2005 - June 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Outlook, Troubleshooting, Cpr Certified, Teamwork, Medical Terminology, Management, Team Building, Accounting, Public Speaking, QuickBooks, Spreadsheets, Critical Thinking, Software Documentation, Telephone Skills, Time Management, Access, Microsoft Word, Data Analysis, Accounts Receivable, Accounts Payable, Windows 7, Process Improvement
Education
Bentley University 2014 — 2016
Master of Science (MS), Accounting
UMass Boston 2012 — 2014
Bachelor of Science in Accounting, Accounting
Pierce College at Fort Steilacoom 2006 — 2010
Associate of Arts (AA) not complete, General Studies, 3.08
State Street August 2013 - March 2015
US Army Reserve June 2011 - June 2012
US Army June 2005 - June 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Outlook, Troubleshooting, Cpr Certified, Teamwork, Medical Terminology, Management, Team Building, Accounting, Public Speaking, QuickBooks, Spreadsheets, Critical Thinking, Software Documentation, Telephone Skills, Time Management, Access, Microsoft Word, Data Analysis, Accounts Receivable, Accounts Payable, Windows 7, Process Improvement
Education
Bentley University 2014 — 2016
Master of Science (MS), Accounting
UMass Boston 2012 — 2014
Bachelor of Science in Accounting, Accounting
Pierce College at Fort Steilacoom 2006 — 2010
Associate of Arts (AA) not complete, General Studies, 3.08
James Stather James Stather's State Street Experience June 2015 - Present
Job Fund Accountant at State Street Corporation
Industry Financial Services
Experience
State Street June 2015 - Present
State Street June 2014 - August 2014
Skills
Financial Analysis, Leadership, Microsoft Office
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance, GPA: 3.90
State Street June 2015 - Present
State Street June 2014 - August 2014
Skills
Financial Analysis, Leadership, Microsoft Office
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance, GPA: 3.90
Ryan Palermo Ryan Palermo's State Street Experience December 2010 - Present
Job Custody Specialist – Associate 2 at State Street Corporation
Industry Financial Services
Experience
State Street December 2010 - Present
Daddis Mixed Martial Arts and Fitness Centers/CrossFit SuperCharged January 2010 - Present
Skills
Finance, Microsoft Office, Microsoft Excel, CrossFit
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Science (BS), Finance, General
Penn State University 2005 — 2006
State Street December 2010 - Present
Daddis Mixed Martial Arts and Fitness Centers/CrossFit SuperCharged January 2010 - Present
Skills
Finance, Microsoft Office, Microsoft Excel, CrossFit
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Science (BS), Finance, General
Penn State University 2005 — 2006
Ryan Eppenstein Ryan Eppenstein's State Street Experience September 2015 - Present
Job Officer, Restructuring & Design
Industry Financial Services
Experience
State Street September 2015 - Present
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street July 2010 - September 2012
State Street March 2008 - June 2010
Skills
Equities, Bloomberg, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Derivatives, Securities, Investments, Financial Services, Fund Accounting, Corprate Actions, Bonds, Finance, Swaps, Emerging Markets
Education
Plymouth State University 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
State Street September 2015 - Present
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street July 2010 - September 2012
State Street March 2008 - June 2010
Skills
Equities, Bloomberg, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Derivatives, Securities, Investments, Financial Services, Fund Accounting, Corprate Actions, Bonds, Finance, Swaps, Emerging Markets
Education
Plymouth State University 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Daniel Callos Daniel Callos's State Street Experience April 2015 - Present
Job Performance analyst
Industry Financial Services
Experience
State Street April 2015 - Present
State Street November 2011 - Present
BNY Mellon January 2008 - October 2011
BNY Mellon May 2006 - January 2008
Skills
Fixed Income, Equities, Trading, Portfolio Management, Bonds, Account Reconciliation, FX Options, Options, Corporate Actions, Accounting, Series 7, Settlement, Leadership, Emerging Markets, Financial Statements
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (M.B.A.)
Shippensburg University 2002 — 2006
Bachelor of Science and Arts, Business Finance
State Street April 2015 - Present
State Street November 2011 - Present
BNY Mellon January 2008 - October 2011
BNY Mellon May 2006 - January 2008
Skills
Fixed Income, Equities, Trading, Portfolio Management, Bonds, Account Reconciliation, FX Options, Options, Corporate Actions, Accounting, Series 7, Settlement, Leadership, Emerging Markets, Financial Statements
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (M.B.A.)
Shippensburg University 2002 — 2006
Bachelor of Science and Arts, Business Finance
Dan Israelson Dan Israelson's State Street Experience March 2015 - Present
Job Assistant Vice President, Enterprise Technology Risk Management at State Street
Industry Information Technology and Services
Experience
State Street March 2015 - Present
Skills
Archer, Information Security..., Enterprise Risk..., Project Management, Management, Computer Security, Software Development, SDLC, Security Awareness, Web Development, IT Service Management, Information Security, SharePoint, PHP, JavaScript, Integration, Mentoring, ITIL Certified, Jenkins Continuous..., InfoPath, Enterprise Software
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.)
State Street March 2015 - Present
Skills
Archer, Information Security..., Enterprise Risk..., Project Management, Management, Computer Security, Software Development, SDLC, Security Awareness, Web Development, IT Service Management, Information Security, SharePoint, PHP, JavaScript, Integration, Mentoring, ITIL Certified, Jenkins Continuous..., InfoPath, Enterprise Software
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.)
Shaun Dempsey, PMP, MS Shaun Dempsey, PMP, MS's State Street Experience January 2015 - Present
Job Consultant
Industry Information Technology and Services
Experience
State Street January 2015 - Present
MassMutual Financial Group March 2013 - November 2014
CVS Caremark Corporation October 2012 - March 2013
Iron Mountain August 2012 - October 2012
National Grid December 2011 - May 2012
Bain Capital February 2011 - November 2011
Royal Bank of Scotland Group June 2008 - February 2011
Town of Dedham May 2008 - January 2010
State Street Corporation July 2007 - June 2008
Investors Bank and Trust July 2006 - July 2007
Skills
Agile Project Management, Cloud Computing, CRM software, Computer Security, Enterprise Risk..., Disaster Recovery, Data Center Relocation, Retail Brokerage, Business Continuity, Trading Systems, Renewable Energy, Program Management, ITIL, Product Development, Quality Assurance, Scrum Master, Project Management, Change Management, SDLC, Scrum, PMO, PMP, Business Analysis, Business Process, CRM, Brokers, Outsourcing, Management, Data Center, Leadership, Project Planning, Business Intelligence, Enterprise Architecture, IT Strategy, Process Improvement, Project Portfolio..., Requirements Analysis, Requirements Gathering, SharePoint, Software Project..., Strategic Planning, Vendor Management, Visio, Business Process..., IT Management, Integration, Strategic Partnerships, Project Delivery, Governance, Risk Management
Education
Southern New Hampshire University
M.S., Organizational Leadership
Project Management Institute
PMP, Project Management
International Scrum Institute
Scrum Master certified, Agile
Plymouth State University
B.S., Marketing w/Minor in German
Vicenza American High School, Italy
Diploma
State Street January 2015 - Present
MassMutual Financial Group March 2013 - November 2014
CVS Caremark Corporation October 2012 - March 2013
Iron Mountain August 2012 - October 2012
National Grid December 2011 - May 2012
Bain Capital February 2011 - November 2011
Royal Bank of Scotland Group June 2008 - February 2011
Town of Dedham May 2008 - January 2010
State Street Corporation July 2007 - June 2008
Investors Bank and Trust July 2006 - July 2007
Skills
Agile Project Management, Cloud Computing, CRM software, Computer Security, Enterprise Risk..., Disaster Recovery, Data Center Relocation, Retail Brokerage, Business Continuity, Trading Systems, Renewable Energy, Program Management, ITIL, Product Development, Quality Assurance, Scrum Master, Project Management, Change Management, SDLC, Scrum, PMO, PMP, Business Analysis, Business Process, CRM, Brokers, Outsourcing, Management, Data Center, Leadership, Project Planning, Business Intelligence, Enterprise Architecture, IT Strategy, Process Improvement, Project Portfolio..., Requirements Analysis, Requirements Gathering, SharePoint, Software Project..., Strategic Planning, Vendor Management, Visio, Business Process..., IT Management, Integration, Strategic Partnerships, Project Delivery, Governance, Risk Management
Education
Southern New Hampshire University
M.S., Organizational Leadership
Project Management Institute
PMP, Project Management
International Scrum Institute
Scrum Master certified, Agile
Plymouth State University
B.S., Marketing w/Minor in German
Vicenza American High School, Italy
Diploma
Christine Stackhouse's State Street Experience November 2011 - Present
Job Vice President at State Street
Industry Investment Management
Experience
State Street November 2011 - Present
AllianceBernstein November 2010 - November 2011
AllianceBernstein March 2008 - November 2010
AllianceBernstein January 2007 - March 2008
AllianceBernstein August 2002 - December 2006
AllianceBernstein 2002 - 2002
AllianceBernstein 1996 - 2002
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Investments, Asset Management, Financial Risk
Education
Penn State University 1992 — 1995
BA, Economics
State Street November 2011 - Present
AllianceBernstein November 2010 - November 2011
AllianceBernstein March 2008 - November 2010
AllianceBernstein January 2007 - March 2008
AllianceBernstein August 2002 - December 2006
AllianceBernstein 2002 - 2002
AllianceBernstein 1996 - 2002
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Investments, Asset Management, Financial Risk
Education
Penn State University 1992 — 1995
BA, Economics
Alba Azizi Alba Azizi's State Street Experience June 2011 - October 2012
Job Chief Operating Officer of MyChartsOnline.com
Industry Marketing and Advertising
Experience
MyChartsOnline.com November 2012 - Present
Optimal Weight Loss Clinic with Ideal Protein November 2012 - Present
State Street June 2011 - October 2012
State Street August 2008 - May 2011
Target November 2003 - July 2008
Penn State University September 2003 - August 2004
Skills
Analysis, Business Analysis, Banking, Microsoft Excel, Process Improvement, Microsoft Office, Financial Analysis, Access, Social Media, Social Skills, Community Engagement, Flex, Employee Engagement, PowerPoint, Training, Customer Support, Public Services, Student Mentoring, Marketing, Weight Management, Weight Loss Coaching, Team Management, Budgets, Project Management, Project Planning
Education
University of Massachusetts Boston 2003 — 2008
Business Management, Management
Pennsylvania State University-Erie Campus
MyChartsOnline.com November 2012 - Present
Optimal Weight Loss Clinic with Ideal Protein November 2012 - Present
State Street June 2011 - October 2012
State Street August 2008 - May 2011
Target November 2003 - July 2008
Penn State University September 2003 - August 2004
Skills
Analysis, Business Analysis, Banking, Microsoft Excel, Process Improvement, Microsoft Office, Financial Analysis, Access, Social Media, Social Skills, Community Engagement, Flex, Employee Engagement, PowerPoint, Training, Customer Support, Public Services, Student Mentoring, Marketing, Weight Management, Weight Loss Coaching, Team Management, Budgets, Project Management, Project Planning
Education
University of Massachusetts Boston 2003 — 2008
Business Management, Management
Pennsylvania State University-Erie Campus
M Susan Earle, PMP, CBAP in process M Susan Earle, PMP, CBAP in process's State Street Experience February 2009 - March 2009
Job Business Analyst at The Public Consulting Group
Industry Information Technology and Services
Experience
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
John Tackkett's State Street Experience April 1998 - February 2013
Job Systems Engineer at Mixon Hill
Industry Financial Services
Experience
Mixon Hill March 2013 - Present
Mixon Hill March 2013 - Present
State Street April 1998 - February 2013
CTA, Inc. September 1997 - April 1998
Realtime Consulting July 1996 - September 1997
National Association of Insurance Commmissioners March 1994 - June 1996
Skills
SQL, Oracle, Unix, C#, Microsoft SQL Server, Software Development, Disaster Recovery, .NET, PowerBuilder, SDLC, Sybase, Business Analysis, Windows, Financial Services, Visual Basic, JavaScript
Education
Pittsburg State University 1984 — 1987
B.S., Computer Science
Mixon Hill March 2013 - Present
Mixon Hill March 2013 - Present
State Street April 1998 - February 2013
CTA, Inc. September 1997 - April 1998
Realtime Consulting July 1996 - September 1997
National Association of Insurance Commmissioners March 1994 - June 1996
Skills
SQL, Oracle, Unix, C#, Microsoft SQL Server, Software Development, Disaster Recovery, .NET, PowerBuilder, SDLC, Sybase, Business Analysis, Windows, Financial Services, Visual Basic, JavaScript
Education
Pittsburg State University 1984 — 1987
B.S., Computer Science
TJ Jann TJ Jann's State Street Experience June 2013 - August 2013
Job Business Development Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management July 2015 - Present
AthleticRevolution July 2012 - July 2015
FanSided.com August 2014 - December 2014
State Street June 2013 - August 2013
North East Baseball April 2011 - September 2011
Skills
Financial Analysis, Valuation, Microsoft Excel, Finance, PowerPoint, Investments, Portfolio Management, Marketing, Public Speaking, Leadership, Customer Service, Microsoft Office, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (MS), Finance
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Westford Academy 2006 — 2010
AQR Capital Management July 2015 - Present
AthleticRevolution July 2012 - July 2015
FanSided.com August 2014 - December 2014
State Street June 2013 - August 2013
North East Baseball April 2011 - September 2011
Skills
Financial Analysis, Valuation, Microsoft Excel, Finance, PowerPoint, Investments, Portfolio Management, Marketing, Public Speaking, Leadership, Customer Service, Microsoft Office, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (MS), Finance
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Westford Academy 2006 — 2010
Eliott Bryson Eliott Bryson's State Street Experience May 2015 - Present
Job Risk Analyst, Senior Associate at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street June 2014 - May 2015
Penn State University April 2012 - May 2014
National Grid May 2013 - August 2013
Staples July 2009 - August 2012
Penn State Club Sports November 2011 - April 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Time Management, Customer Satisfaction, Inventory Management, Sales Process, Leadership, Organization, Fundraising, Research, Public Speaking
Education
Penn State University 2010 — 2014
Smeal College of Business, Finance, 3.47
Acton-Boxborough Regional High School 2006 — 2010
State Street May 2015 - Present
State Street June 2014 - May 2015
Penn State University April 2012 - May 2014
National Grid May 2013 - August 2013
Staples July 2009 - August 2012
Penn State Club Sports November 2011 - April 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Time Management, Customer Satisfaction, Inventory Management, Sales Process, Leadership, Organization, Fundraising, Research, Public Speaking
Education
Penn State University 2010 — 2014
Smeal College of Business, Finance, 3.47
Acton-Boxborough Regional High School 2006 — 2010
Andrew Nazzaro's State Street Experience May 2013 - Present
Job Associate at State Street Global Advisors SPDR ETFs
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street May 2013 - Present
State Street December 2011 - January 2013
Garmin Construction Company June 2011 - August 2011
Skills
Mutual Funds, Financial Risk, CRM databases, Analysis, Prospect Research, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Deal Development, Proformas, Presentation Design, Financial Services, Finance, Teamwork, Financial Analysis, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Street Global Advisors July 2015 - Present
State Street May 2013 - Present
State Street December 2011 - January 2013
Garmin Construction Company June 2011 - August 2011
Skills
Mutual Funds, Financial Risk, CRM databases, Analysis, Prospect Research, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Deal Development, Proformas, Presentation Design, Financial Services, Finance, Teamwork, Financial Analysis, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Byron Callan Byron Callan's State Street Experience 2011 - 2011
Job Software Engineer at Earnest Inc
Industry Computer Software
Experience
Earnest Inc July 2014 - Present
California College Democrats May 2012 - April 2013
Jim Himes's Office May 2012 - July 2012
State Street 2011 - 2011
The Tiny Miracles Foundation June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, Objective-C, Python, Vim, Eclipse, Xcode, Databases
Education
Pomona College 2010 — 2014
Bachelor of Arts (BA), Computer Science
Pomona College 2010 — 2014
Bachelor's degree, Computer Science
Earnest Inc July 2014 - Present
California College Democrats May 2012 - April 2013
Jim Himes's Office May 2012 - July 2012
State Street 2011 - 2011
The Tiny Miracles Foundation June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, Objective-C, Python, Vim, Eclipse, Xcode, Databases
Education
Pomona College 2010 — 2014
Bachelor of Arts (BA), Computer Science
Pomona College 2010 — 2014
Bachelor's degree, Computer Science
Jean Sheehan Jean Sheehan's State Street Experience September 2013 - Present
Job VP HR Global Vendor Mgmt at State Street
Industry Human Resources
Experience
State Street September 2013 - Present
Boston Scientific May 2012 - September 2013
PNC 2009 - 2011
PNC 2008 - 2009
PNC 2007 - 2008
PNC 2004 - 2008
PFPC 1999 - 2004
First Data Corporation 1996 - 1999
Waters 1981 - 1996
Skills
Personnel Management, Project Management, Vendor Management, HRIS, Deferred Compensation, Human Resources, Talent Acquisition
Education
Pfeiffer University
State Street September 2013 - Present
Boston Scientific May 2012 - September 2013
PNC 2009 - 2011
PNC 2008 - 2009
PNC 2007 - 2008
PNC 2004 - 2008
PFPC 1999 - 2004
First Data Corporation 1996 - 1999
Waters 1981 - 1996
Skills
Personnel Management, Project Management, Vendor Management, HRIS, Deferred Compensation, Human Resources, Talent Acquisition
Education
Pfeiffer University
Robert Rigby Robert Rigby's State Street Experience March 2014 - Present
Job Collateral Operations Specialist/Collateral COE at State Street
Industry Financial Services
Experience
State Street March 2014 - Present
State Street Bank September 2013 - March 2014
State Street March 2013 - September 2013
State Street November 2010 - March 2013
State Street May 2009 - October 2010
State Street March 2007 - May 2009
Fidelity Investments/Veritude May 2006 - March 2007
Skills
Bloomberg, Equities, Derivatives, Mutual Funds, Account Reconciliation, Swaps, Investments, Financial Analysis, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Accounting, Fund Accounting, PowerPoint, Asset Managment, Microsoft Word, Customer Service, Financial Services, Futures, Collateral, Collateral Management, Trading, Management, Portfolio Management
Education
Plymouth State University
Bachelor of Science, Business Management
State Street March 2014 - Present
State Street Bank September 2013 - March 2014
State Street March 2013 - September 2013
State Street November 2010 - March 2013
State Street May 2009 - October 2010
State Street March 2007 - May 2009
Fidelity Investments/Veritude May 2006 - March 2007
Skills
Bloomberg, Equities, Derivatives, Mutual Funds, Account Reconciliation, Swaps, Investments, Financial Analysis, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Accounting, Fund Accounting, PowerPoint, Asset Managment, Microsoft Word, Customer Service, Financial Services, Futures, Collateral, Collateral Management, Trading, Management, Portfolio Management
Education
Plymouth State University
Bachelor of Science, Business Management
Harriet Jacobs Harriet Jacobs's State Street Experience August 1994 - April 2000
Job Vice President at ING
Industry Financial Services
Experience
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
Vengat Pandurangan Vengat Pandurangan's State Street Experience May 2000 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street May 2000 - Present
Wipro Global R&D 1995 - 1998
Education
Pondicherry University 1991 — 1995
State Street May 2000 - Present
Wipro Global R&D 1995 - 1998
Education
Pondicherry University 1991 — 1995
Robert Raimondo Robert Raimondo's State Street Experience April 2015 - Present
Job Regulatory Reporting Manager Officer at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
MarkitSERV January 2014 - April 2015
MarkitSERV August 2012 - December 2013
J.P. Morgan February 2010 - August 2012
J.P. Morgan February 2010 - January 2012
Turner Investment Partners December 2008 - August 2009
Skills
Factset, Portia, Bloomberg, Excel, PowerPoint, WINS, Summit, Finance, Derivatives, Microsoft Excel, Superior Work Ethic, Hedge Funds, Portfolio Management
Education
Penn State University 2006 — 2009
BA, BS, Finance and Economics
State Street April 2015 - Present
MarkitSERV January 2014 - April 2015
MarkitSERV August 2012 - December 2013
J.P. Morgan February 2010 - August 2012
J.P. Morgan February 2010 - January 2012
Turner Investment Partners December 2008 - August 2009
Skills
Factset, Portia, Bloomberg, Excel, PowerPoint, WINS, Summit, Finance, Derivatives, Microsoft Excel, Superior Work Ethic, Hedge Funds, Portfolio Management
Education
Penn State University 2006 — 2009
BA, BS, Finance and Economics
Gregory P. Davis Gregory P. Davis's State Street Experience October 2013 - June 2015
Job Middle Office Manager at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
Ashley Peckham's State Street Experience March 2005 - July 2007
Job Project Coordinator at Suffolk Construction
Industry Construction
Experience
Suffolk Construction November 2013 - Present
Suffolk Construction October 2011 - November 2013
JP Morgan Chase December 2009 - September 2011
Delaware Investments December 2007 - August 2008
State Street March 2005 - July 2007
Skills
Business Analysis, Insurance, Equities, Securities, Financial Services, Valuation
Education
Penn State University 1999 — 2003
Bachelor of Arts, Fine Arts
Suffolk Construction November 2013 - Present
Suffolk Construction October 2011 - November 2013
JP Morgan Chase December 2009 - September 2011
Delaware Investments December 2007 - August 2008
State Street March 2005 - July 2007
Skills
Business Analysis, Insurance, Equities, Securities, Financial Services, Valuation
Education
Penn State University 1999 — 2003
Bachelor of Arts, Fine Arts
Daniel Warren Daniel Warren's State Street Experience May 2008 - Present
Job ETF Test Team Leader / Agile Scrum Master
Industry Financial Services
Experience
State Street May 2008 - Present
State Street November 2004 - May 2008
State Street December 2000 - November 2004
State Street May 1998 - December 2000
Skills
SDLC, User Acceptance Testing, Fund Accounting, Corporate Actions, Testing, Mutual Funds, Derivatives, Global Custody, Securities, Fixed Income, Business Analysis, Process Improvement, Quality Assurance, Test Planning, Middle Office, Financial Services, Back Office, Relationship Management, Requirements Analysis, Business Requirements, Fund Administration, Databases, Bloomberg Terminal, Management, ETFs, SQL, Bloomberg, Collateral Management, Access, Hedge Funds, Alternative Investments, Microsoft Office, Product Development, Analysis, Test Cases, Risk Management, Equities, Requirements Gathering, SWIFT messaging, Banking, Problem Solving, Pricing, Team Building, Automation, Lean Tools, Software Documentation, Data Analysis, Account Reconciliation, Cross-functional Team..., Agile & Waterfall...
Education
Plymouth State University 1994 — 1998
BS, Management, Finance, Economics
Keene High School 1991 — 1994
State Street May 2008 - Present
State Street November 2004 - May 2008
State Street December 2000 - November 2004
State Street May 1998 - December 2000
Skills
SDLC, User Acceptance Testing, Fund Accounting, Corporate Actions, Testing, Mutual Funds, Derivatives, Global Custody, Securities, Fixed Income, Business Analysis, Process Improvement, Quality Assurance, Test Planning, Middle Office, Financial Services, Back Office, Relationship Management, Requirements Analysis, Business Requirements, Fund Administration, Databases, Bloomberg Terminal, Management, ETFs, SQL, Bloomberg, Collateral Management, Access, Hedge Funds, Alternative Investments, Microsoft Office, Product Development, Analysis, Test Cases, Risk Management, Equities, Requirements Gathering, SWIFT messaging, Banking, Problem Solving, Pricing, Team Building, Automation, Lean Tools, Software Documentation, Data Analysis, Account Reconciliation, Cross-functional Team..., Agile & Waterfall...
Education
Plymouth State University 1994 — 1998
BS, Management, Finance, Economics
Keene High School 1991 — 1994
Adam Heyduk Adam Heyduk's State Street Experience March 2015 - Present
Job Account Transitions at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Pershing, a BNY Mellon company September 2006 - March 2015
Pershing, a BNY Mellon company September 2005 - September 2006
PNC Global Investment Services May 2002 - September 2005
Business Page, Inc. February 1997 - May 2002
Skills
Microsoft Excel, Microsoft Office, Finance, Accounting, Trading, Financial Services, Investments, Financial Analysis, Mutual Funds, Business Analysis, Business Strategy, Account Reconciliation, Customer Service, Risk Management, Public Speaking, Strategic Planning, Leadership, Management, Forecasting, Banking
Education
Penn State University 1996 — 2000
Bachelors of Science, Marketing
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
State Street March 2015 - Present
Pershing, a BNY Mellon company September 2006 - March 2015
Pershing, a BNY Mellon company September 2005 - September 2006
PNC Global Investment Services May 2002 - September 2005
Business Page, Inc. February 1997 - May 2002
Skills
Microsoft Excel, Microsoft Office, Finance, Accounting, Trading, Financial Services, Investments, Financial Analysis, Mutual Funds, Business Analysis, Business Strategy, Account Reconciliation, Customer Service, Risk Management, Public Speaking, Strategic Planning, Leadership, Management, Forecasting, Banking
Education
Penn State University 1996 — 2000
Bachelors of Science, Marketing
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Lyle Hadden Lyle Hadden's State Street Experience 2011 - Present
Job Analyst IMS at State Street
Industry Accounting
Experience
State Street 2011 - Present
State Street August 2007 - 2011
State Street December 2005 - August 2007
Van der Moolen 1996 - 2003
Education
LaSalle University 2005 — 2007
MBA
Penn State University 1990 — 1995
B.S., Finance and International Business
State Street 2011 - Present
State Street August 2007 - 2011
State Street December 2005 - August 2007
Van der Moolen 1996 - 2003
Education
LaSalle University 2005 — 2007
MBA
Penn State University 1990 — 1995
B.S., Finance and International Business
Harriet Jacobs Harriet Jacobs's State Street Experience 1994 - 2000
Job Regional Director of Sales at Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
Divakar Baskaran Divakar Baskaran's State Street Experience October 2007 - February 2012
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo January 2013 - Present
Infor February 2012 - December 2012
State Street October 2007 - February 2012
Oracle Financial Services Software Inc November 2002 - February 2012
Capital One May 2006 - September 2007
GreenPoint Mortgage Funding, Inc April 2001 - April 2006
Verizon August 1998 - October 2002
Skills
Requirements Analysis, SDLC, Test Director, Testing, Quality Assurance, Production Support, Data Warehousing, Business Analysis, PL/SQL, Vendor Management, SharePoint, Software Project..., Visio, Business Intelligence, Agile, Project Planning, SQL, Oracle SQL, SQL Server, Risk Management, XML, Unix, ClearCase, Data Analysis, MS Project, ClearQuest, Customer Relations, Access, Documentation, Process Improvement, Banking, Database Design, Analysis, Solaris, ERP, Oracle, Agile Methodologies, Software Documentation, Quality Center, Business Process, Databases, Solution Architecture, User Acceptance Testing, Microsoft SQL Server, Pre-sales, Requirements Gathering, Project Management, Disaster Recovery, CRM
Education
Center For Development of Advanced Computing 1998 — 1998
Diploma in Advanced Computing, Software Engineering
Pondicherry University 1992 — 1996
Bachelor of Technology, Mechanical
Wells Fargo January 2013 - Present
Infor February 2012 - December 2012
State Street October 2007 - February 2012
Oracle Financial Services Software Inc November 2002 - February 2012
Capital One May 2006 - September 2007
GreenPoint Mortgage Funding, Inc April 2001 - April 2006
Verizon August 1998 - October 2002
Skills
Requirements Analysis, SDLC, Test Director, Testing, Quality Assurance, Production Support, Data Warehousing, Business Analysis, PL/SQL, Vendor Management, SharePoint, Software Project..., Visio, Business Intelligence, Agile, Project Planning, SQL, Oracle SQL, SQL Server, Risk Management, XML, Unix, ClearCase, Data Analysis, MS Project, ClearQuest, Customer Relations, Access, Documentation, Process Improvement, Banking, Database Design, Analysis, Solaris, ERP, Oracle, Agile Methodologies, Software Documentation, Quality Center, Business Process, Databases, Solution Architecture, User Acceptance Testing, Microsoft SQL Server, Pre-sales, Requirements Gathering, Project Management, Disaster Recovery, CRM
Education
Center For Development of Advanced Computing 1998 — 1998
Diploma in Advanced Computing, Software Engineering
Pondicherry University 1992 — 1996
Bachelor of Technology, Mechanical
Steven T. Picco Steven T. Picco's State Street Experience May 2013 - September 2015
Job Investment Accountant at DDJ Capital Management
Industry Financial Services
Experience
DDJ Capital Management September 2015 - Present
State Street May 2013 - September 2015
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Mutual Funds, Social Media, Sports
Education
Plymouth State University 2006 — 2011
Bachelors, Professional Communications/ Anthropology & Sociology
DDJ Capital Management September 2015 - Present
State Street May 2013 - September 2015
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Mutual Funds, Social Media, Sports
Education
Plymouth State University 2006 — 2011
Bachelors, Professional Communications/ Anthropology & Sociology
Michael Buehler Michael Buehler's State Street Experience July 2012 - July 2014
Job MBA Candidate & Graduate Research Assistant at Robert H. Smith School of Business, University of Maryland
Industry Banking
Experience
Booz Allen Hamilton June 2015 - August 2015
State Street July 2012 - July 2014
State Street May 2011 - July 2012
Polo Ralph Lauren June 2009 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Nautica April 2006 - January 2009
Skills
Financial Services, Mutual Funds, Banking, Alternative Investments, 401k, Estate Planning, Loans, Wealth Management..., Marketing, Bloomberg, Financial Analysis, Microsoft Excel, Relationship Management, Fixed Income, Customer Service, Securities
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Consulting and Finance
Providence College 2007 — 2011
B.A., Business Economics and Finance
Booz Allen Hamilton June 2015 - August 2015
State Street July 2012 - July 2014
State Street May 2011 - July 2012
Polo Ralph Lauren June 2009 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Nautica April 2006 - January 2009
Skills
Financial Services, Mutual Funds, Banking, Alternative Investments, 401k, Estate Planning, Loans, Wealth Management..., Marketing, Bloomberg, Financial Analysis, Microsoft Excel, Relationship Management, Fixed Income, Customer Service, Securities
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Consulting and Finance
Providence College 2007 — 2011
B.A., Business Economics and Finance
Brendan Sheehy's State Street Experience June 2015 - Present
Job Fund Administrator Associate at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Hendrick Automotive Group May 2014 - May 2015
Pittsburg State University August 2013 - February 2014
Skills
Customer Service, Microsoft Excel, Public Speaking, Sales, PowerPoint, Social Media, Customer Satisfaction, Team Building, Management, Microsoft Word, Strategic Planning, Teamwork, Research
Education
Pittsburg State University 2011 — 2015
Bachelor’s Degree, Finance and Automotive Tech
State Street June 2015 - Present
Hendrick Automotive Group May 2014 - May 2015
Pittsburg State University August 2013 - February 2014
Skills
Customer Service, Microsoft Excel, Public Speaking, Sales, PowerPoint, Social Media, Customer Satisfaction, Team Building, Management, Microsoft Word, Strategic Planning, Teamwork, Research
Education
Pittsburg State University 2011 — 2015
Bachelor’s Degree, Finance and Automotive Tech
Jeff Monaco Jeff Monaco's State Street Experience June 2005 - May 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
State Street June 2005 - May 2013
Evergreen Investments June 2005 - November 2006
Skills
Investments, Financial Services, Trading Systems, Business Analysis, Fixed Income, Alternative Investments, Derivatives, Operations Management, Change Management, Offshore Outsourcing, Bloomberg
Education
Penn State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 2001 — 2005
Bachelor of Science (B.S.), Finance, General
J.P. Morgan June 2013 - Present
State Street June 2005 - May 2013
Evergreen Investments June 2005 - November 2006
Skills
Investments, Financial Services, Trading Systems, Business Analysis, Fixed Income, Alternative Investments, Derivatives, Operations Management, Change Management, Offshore Outsourcing, Bloomberg
Education
Penn State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Darwin Espinal Darwin Espinal's State Street Experience May 2015 - Present
Job Associate accounting/pricing at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
Internal Revenue Service November 2014 - February 2015
Skills
Customer Service, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Business Analysis, Banking, PowerPoint, Finance, Accounting, Financial Services, Investments
Education
Pontificia Universidad Católica Madre y Maestra 2008 — 2012
Bachelor's degree, Business Administration and Management, General
State Street May 2015 - Present
Internal Revenue Service November 2014 - February 2015
Skills
Customer Service, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Business Analysis, Banking, PowerPoint, Finance, Accounting, Financial Services, Investments
Education
Pontificia Universidad Católica Madre y Maestra 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Ronaldo Aquino Ronaldo Aquino's State Street Experience December 2013 - Present
Job Tax Associate at State Street Corporation
Industry Computer Software
Experience
State Street December 2013 - Present
Center for Applied Research Solutions (CARS) November 2010 - December 2010
Help Staffing June 2007 - September 2008
RoMa Hydrosystems September 2005 - March 2007
Vado, Inc. November 1995 - September 2005
Cybersoft Information Technology May 1995 - September 1995
Ayala Systems Technology, Inc. February 1992 - May 1995
Valdes Consultants, Inc. October 1990 - January 1992
Skills
Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word, PowerPoint, Research, SQL, Data Analysis, Databases, Programming
Education
Polytechnic University of the Philippines 1984 — 1989
Bachelor’s Degree, Computer Engineering
State Street December 2013 - Present
Center for Applied Research Solutions (CARS) November 2010 - December 2010
Help Staffing June 2007 - September 2008
RoMa Hydrosystems September 2005 - March 2007
Vado, Inc. November 1995 - September 2005
Cybersoft Information Technology May 1995 - September 1995
Ayala Systems Technology, Inc. February 1992 - May 1995
Valdes Consultants, Inc. October 1990 - January 1992
Skills
Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word, PowerPoint, Research, SQL, Data Analysis, Databases, Programming
Education
Polytechnic University of the Philippines 1984 — 1989
Bachelor’s Degree, Computer Engineering
Janine Cracchiolo's State Street Experience August 2013 - Present
Job Client Operation Administrator, Associate 2 at State Street
Industry Accounting
Experience
State Street August 2013 - Present
U.S. Department of the Treasury January 2013 - December 2013
Dornin Realty Advisors August 2012 - January 2013
Draper's & Damon's February 2012 - August 2012
Kagan Publishing and Professional Development July 2011 - January 2012
Fluidmaster March 2011 - July 2011
Standard Pacific Homes January 2011 - February 2011
Raymond Photography November 2010 - February 2011
Boot Barn December 2010 - January 2011
Albertsons June 2003 - August 2006
Skills
Account Reconciliation, Journal Entries, Accounts Payable, Auditing, Financial Analysis, Forecasting, Microsoft Excel, Financial Statements, Variance Analysis, General Ledger, Finance, Fixed Assets, Payroll, Analysis, Microsoft Office, Process Improvement, Pivot Tables, Accruals, Cash Management, Sage, Quickbooks, JD Edwards, Epicor, North Clark, Spreadsheets, Data Analysis, Bank Reconciliation, Bookkeeping, Tax, Sales Tax, Payroll Taxes, Tax Returns, Cash Flow Forecasting, Vlookup, Market Analysis, Financial Reporting
Education
Pittsburg State University 2007 — 2010
Bachelors, Accounting and Fraud Examination
State Street August 2013 - Present
U.S. Department of the Treasury January 2013 - December 2013
Dornin Realty Advisors August 2012 - January 2013
Draper's & Damon's February 2012 - August 2012
Kagan Publishing and Professional Development July 2011 - January 2012
Fluidmaster March 2011 - July 2011
Standard Pacific Homes January 2011 - February 2011
Raymond Photography November 2010 - February 2011
Boot Barn December 2010 - January 2011
Albertsons June 2003 - August 2006
Skills
Account Reconciliation, Journal Entries, Accounts Payable, Auditing, Financial Analysis, Forecasting, Microsoft Excel, Financial Statements, Variance Analysis, General Ledger, Finance, Fixed Assets, Payroll, Analysis, Microsoft Office, Process Improvement, Pivot Tables, Accruals, Cash Management, Sage, Quickbooks, JD Edwards, Epicor, North Clark, Spreadsheets, Data Analysis, Bank Reconciliation, Bookkeeping, Tax, Sales Tax, Payroll Taxes, Tax Returns, Cash Flow Forecasting, Vlookup, Market Analysis, Financial Reporting
Education
Pittsburg State University 2007 — 2010
Bachelors, Accounting and Fraud Examination
Caroline Slomski Caroline Slomski's State Street Experience June 2015 - Present
Job Digital marketer, brand specialist, and social networker
Industry Marketing and Advertising
Experience
State Street June 2015 - Present
Camp O-AT-KA July 2010 - Present
Liberty Mutual Insurance October 2011 - June 2015
TMP Worldwide October 2010 - October 2011
NAS Recruitment Communications January 2004 - October 2010
NAS Recruitment Communications January 2006 - June 2007
NAS Recruitment Communications January 2004 - December 2005
Information Today Inc. 2002 - 2004
Skills
Online Advertising, Social Media, Account Management, Website Development, Training, Contract Negotiation, SEM, Web Analytics, Social Media Marketing, Email Marketing, Digital Marketing, Marketing Communications, Advertising, Lead Generation, Market Research, Interactive Marketing, Marketing, Marketing Management, SEO, Brand Management, Mobile Marketing, Creative Direction, Online Marketing, Integrated Marketing, Strategy, Marketing Strategy, Leadership, Social Networking, Web Design, Strategic Planning, Business Development, Direct Marketing, Management, CRM, Media Planning, Digital Strategy, Brand Awareness, PPC, Product Development, Project Management, Internal Communications, Analytics, Talent Management, Salesforce.com, Vendor Management, Press Releases, Strategic Partnerships, Google Analytics, Sourcing, Digital Media
Education
Penn State University
Bachelor of Arts, English
State Street June 2015 - Present
Camp O-AT-KA July 2010 - Present
Liberty Mutual Insurance October 2011 - June 2015
TMP Worldwide October 2010 - October 2011
NAS Recruitment Communications January 2004 - October 2010
NAS Recruitment Communications January 2006 - June 2007
NAS Recruitment Communications January 2004 - December 2005
Information Today Inc. 2002 - 2004
Skills
Online Advertising, Social Media, Account Management, Website Development, Training, Contract Negotiation, SEM, Web Analytics, Social Media Marketing, Email Marketing, Digital Marketing, Marketing Communications, Advertising, Lead Generation, Market Research, Interactive Marketing, Marketing, Marketing Management, SEO, Brand Management, Mobile Marketing, Creative Direction, Online Marketing, Integrated Marketing, Strategy, Marketing Strategy, Leadership, Social Networking, Web Design, Strategic Planning, Business Development, Direct Marketing, Management, CRM, Media Planning, Digital Strategy, Brand Awareness, PPC, Product Development, Project Management, Internal Communications, Analytics, Talent Management, Salesforce.com, Vendor Management, Press Releases, Strategic Partnerships, Google Analytics, Sourcing, Digital Media
Education
Penn State University
Bachelor of Arts, English
Belinda Luo Belinda Luo's State Street Experience November 2012 - Present
Job Associate, Partnership Tax at State Street
Industry Accounting
Experience
State Street November 2012 - Present
UMass-Boston September 2012 - December 2012
UMass-Boston September 2012 - December 2012
AARP January 2012 - April 2012
Skills
Taxations, Accounting, Auditing, Multitasking Skills, Interpersonal..., Microsoft Word, PowerPoint, Internal Audit, Data Analysis, Public Speaking
Education
University of Massachusetts-Boston 2012 — 2013
Master of Science, Accounting (MSA), 4.0/4.0
Peking University
Bachelor of Science (BS)
State Street November 2012 - Present
UMass-Boston September 2012 - December 2012
UMass-Boston September 2012 - December 2012
AARP January 2012 - April 2012
Skills
Taxations, Accounting, Auditing, Multitasking Skills, Interpersonal..., Microsoft Word, PowerPoint, Internal Audit, Data Analysis, Public Speaking
Education
University of Massachusetts-Boston 2012 — 2013
Master of Science, Accounting (MSA), 4.0/4.0
Peking University
Bachelor of Science (BS)
Luke Naccarato Luke Naccarato's State Street Experience November 2012 - November 2013
Job Sr. Project Accountant
Industry Accounting
Experience
United Biosource Corporation November 2013 - Present
State Street November 2012 - November 2013
State Street May 2011 - December 2012
State Street May 2009 - May 2011
Kroger Accounting Services Hutchinson September 2008 - May 2009
Hutchinson Community College August 2005 - May 2006
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Banking, Microsoft Excel, Microsoft Office, Outlook, Customer Service, PowerPoint, Finance, Financial Reporting, Mutual Funds, Microsoft Word, Teamwork, Internal Controls, Research, Process Improvement, General Ledger, Team Leadership, Data Analysis, Fund Accounting, Public Speaking, Coaching, Account Reconciliation, Data Entry, Access, Spreadsheets, Financial Statements, Critical Thinking, Management
Education
University of Missouri-Kansas City 2010 — 2011
MBA, Finance, Management
Pittsburg State University 2006 — 2008
BA, Business Management
Hutchinson Community College 2004 — 2006
Associate of Arts, Business
United Biosource Corporation November 2013 - Present
State Street November 2012 - November 2013
State Street May 2011 - December 2012
State Street May 2009 - May 2011
Kroger Accounting Services Hutchinson September 2008 - May 2009
Hutchinson Community College August 2005 - May 2006
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Banking, Microsoft Excel, Microsoft Office, Outlook, Customer Service, PowerPoint, Finance, Financial Reporting, Mutual Funds, Microsoft Word, Teamwork, Internal Controls, Research, Process Improvement, General Ledger, Team Leadership, Data Analysis, Fund Accounting, Public Speaking, Coaching, Account Reconciliation, Data Entry, Access, Spreadsheets, Financial Statements, Critical Thinking, Management
Education
University of Missouri-Kansas City 2010 — 2011
MBA, Finance, Management
Pittsburg State University 2006 — 2008
BA, Business Management
Hutchinson Community College 2004 — 2006
Associate of Arts, Business
Victoria Denaro Victoria Denaro's State Street Experience January 2015 - Present
Job Portfolio Accountant at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Legal Sea Foods July 2012 - Present
Rock Bottom Brewery August 2010 - September 2012
Mixx Bar and Restaurant January 2010 - December 2011
Macy's June 2009 - January 2010
Skills
Customer Service, Management, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Merchandising, Event Planning, Sales, Microsoft Excel, Spanish, Mac OS X, Market Planning, Data Entry, Photoshop, Color Schemes, Visual Merchandising, Teamwork, Inventory Management, Social Networking, Event Management, Social Media Marketing, Marketing, Outlook, Public Relations, Food & Beverage, Leadership, Retail, Research, Facebook, Fund Accounting, Graphic Design
Education
Philadelphia University 2005 — 2009
Bachelor of Science, Fashion Industry Management; Marketing
Central Bucks High School East 2002 — 2005
State Street January 2015 - Present
Legal Sea Foods July 2012 - Present
Rock Bottom Brewery August 2010 - September 2012
Mixx Bar and Restaurant January 2010 - December 2011
Macy's June 2009 - January 2010
Skills
Customer Service, Management, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Merchandising, Event Planning, Sales, Microsoft Excel, Spanish, Mac OS X, Market Planning, Data Entry, Photoshop, Color Schemes, Visual Merchandising, Teamwork, Inventory Management, Social Networking, Event Management, Social Media Marketing, Marketing, Outlook, Public Relations, Food & Beverage, Leadership, Retail, Research, Facebook, Fund Accounting, Graphic Design
Education
Philadelphia University 2005 — 2009
Bachelor of Science, Fashion Industry Management; Marketing
Central Bucks High School East 2002 — 2005
Kirill Nech Kirill Nech's State Street Experience June 2008 - July 2011
Job Sr. Quantitative Analyst Portfolio Management, MBA Candidate
Industry Investment Management
Experience
Pacific Life November 2013 - Present
Pacific Life July 2011 - October 2013
State Street June 2008 - July 2011
Skills
Portfolio Management, Financial Statement..., Fixed Income, Credit Risk, Bloomberg, Derivatives, Equities, Swaps, Investments, Asset Management, Bonds, Microsoft Excel, Middle Office, Financial Markets, Settlement, Interest Rate..., Equity Derivatives, Bloomberg Terminal, Credit Derivatives, Investment Management, Interest Rate Swaps, Hedge Funds, Securities, Trading, Valuation, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Irvine 2003 — 2007
Bachelor's Degree, Economics, Cum Laude
University of California, Irvine 2003 — 2007
Bachelor's Degree, International/Global Studies, Cum Laude
American University of Paris 2006 — 2006
UC Irvine Education Abroad Program
Pacific Life November 2013 - Present
Pacific Life July 2011 - October 2013
State Street June 2008 - July 2011
Skills
Portfolio Management, Financial Statement..., Fixed Income, Credit Risk, Bloomberg, Derivatives, Equities, Swaps, Investments, Asset Management, Bonds, Microsoft Excel, Middle Office, Financial Markets, Settlement, Interest Rate..., Equity Derivatives, Bloomberg Terminal, Credit Derivatives, Investment Management, Interest Rate Swaps, Hedge Funds, Securities, Trading, Valuation, Microsoft Office
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Irvine 2003 — 2007
Bachelor's Degree, Economics, Cum Laude
University of California, Irvine 2003 — 2007
Bachelor's Degree, International/Global Studies, Cum Laude
American University of Paris 2006 — 2006
UC Irvine Education Abroad Program
Darnell Gibbons Darnell Gibbons's State Street Experience October 2007 - July 2011
Job
Industry Insurance
Experience
Prudential Financial September 2014 - Present
SS&C Technologies July 2011 - September 2014
State Street October 2007 - July 2011
Johnson and Johnson May 2006 - August 2006
Education
Penn State University 2003 — 2007
Bachelor's Degree
Prudential Financial September 2014 - Present
SS&C Technologies July 2011 - September 2014
State Street October 2007 - July 2011
Johnson and Johnson May 2006 - August 2006
Education
Penn State University 2003 — 2007
Bachelor's Degree
Dustin Silk Dustin Silk's State Street Experience July 2009 - February 2010
Job Project Manager at Oracle
Industry Defense & Space
Experience
Oracle May 2014 - Present
Jacobs Technology May 2013 - May 2014
Acme Packet March 2012 - May 2013
Jacobs Technology August 2010 - April 2012
Irish American Hockey Association March 2008 - March 2011
State Street July 2009 - February 2010
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, Team Building, Salesforce.com, Security Clearance, Oracle Applications, Program Management, Cross-functional Team..., DoD, Troubleshooting, Air Force, Sales, Analysis, Requirements Analysis, Leadership, SharePoint, Procurement, Process Improvement, Cloud Computing, Time Management, Sales Management, Security, Access, Proposal Writing, Training, Project Planning, Software Documentation, Management, Integration, Telecommunications, Strategic Planning, Account Management, Operations Management, Team Leadership, Budgets, Quality Assurance, Risk Management, Forecasting, Business Development, Networking, Outlook, Fundraising, Data Analysis, Contract Management, Accounting, CRM, MS Project
Education
Plymouth State University 2004 — 2009
BS, Finance
University of Massachusetts Lowell 2013 — 2013
Project Management
North Andover High School 2000 — 2004
Diploma
Oracle May 2014 - Present
Jacobs Technology May 2013 - May 2014
Acme Packet March 2012 - May 2013
Jacobs Technology August 2010 - April 2012
Irish American Hockey Association March 2008 - March 2011
State Street July 2009 - February 2010
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, Team Building, Salesforce.com, Security Clearance, Oracle Applications, Program Management, Cross-functional Team..., DoD, Troubleshooting, Air Force, Sales, Analysis, Requirements Analysis, Leadership, SharePoint, Procurement, Process Improvement, Cloud Computing, Time Management, Sales Management, Security, Access, Proposal Writing, Training, Project Planning, Software Documentation, Management, Integration, Telecommunications, Strategic Planning, Account Management, Operations Management, Team Leadership, Budgets, Quality Assurance, Risk Management, Forecasting, Business Development, Networking, Outlook, Fundraising, Data Analysis, Contract Management, Accounting, CRM, MS Project
Education
Plymouth State University 2004 — 2009
BS, Finance
University of Massachusetts Lowell 2013 — 2013
Project Management
North Andover High School 2000 — 2004
Diploma
Peter Belina Peter Belina's State Street Experience August 2015 - Present
Job
Industry Financial Services
Experience
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
Bree Wilson's State Street Experience January 2007 - November 2012
Job P/C Financial Analyst at National Association of Insurance Commissioners (NAIC)
Industry Public Policy
Experience
National Association of Insurance Commissioners (NAIC) November 2012 - Present
State Street January 2007 - November 2012
Skills
Analysis, Data Analysis, Insurance, Financial Analysis, Research
Education
Pittsburg State University 2003 — 2006
Bachelor of Business Administration, Accounting
National Association of Insurance Commissioners (NAIC) November 2012 - Present
State Street January 2007 - November 2012
Skills
Analysis, Data Analysis, Insurance, Financial Analysis, Research
Education
Pittsburg State University 2003 — 2006
Bachelor of Business Administration, Accounting
Hawkins Westley's State Street Experience June 2015 - Present
Job Investment Management Operational Analyst at State Street
Industry Higher Education
Experience
State Street June 2015 - Present
Westley Hawkins Landscaping May 2003 - Present
CUTCO Cutlery January 2012 - February 2012
Mill Wharf Restaurant May 2011 - September 2011
Skills
Time Management, Research, Critical Thinking, I can handle situations..., I have very good..., I can deliver..., I learn from my..., Team Building, Accounting, Microsoft Excel, Fundraising, Marketing, Teaching, Sales, Teamwork, Microsoft Office, Public Speaking, Microsoft Word, Higher Education
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Applied Science (BASc), Accounting and Finance, 3.2
Springfield College 2012 — 2012
Plymouth State University 2011 — 2011
Accounting and Finance
State Street June 2015 - Present
Westley Hawkins Landscaping May 2003 - Present
CUTCO Cutlery January 2012 - February 2012
Mill Wharf Restaurant May 2011 - September 2011
Skills
Time Management, Research, Critical Thinking, I can handle situations..., I have very good..., I can deliver..., I learn from my..., Team Building, Accounting, Microsoft Excel, Fundraising, Marketing, Teaching, Sales, Teamwork, Microsoft Office, Public Speaking, Microsoft Word, Higher Education
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Applied Science (BASc), Accounting and Finance, 3.2
Springfield College 2012 — 2012
Plymouth State University 2011 — 2011
Accounting and Finance
Louis Zeoli Louis Zeoli's State Street Experience October 2010 - September 2011
Job Citrix Director at NovelASPect.com
Industry Information Technology and Services
Experience
NovelASPect.com November 2011 - Present
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
VOICES AGAINST VIOLENCE February 2008 - November 2011
State Street October 2010 - September 2011
State Street June 2006 - March 2009
State Street January 2003 - June 2006
State Street September 2000 - January 2003
Skills
Servers, Troubleshooting, Virtualization, Windows Server, Technical Support, Citrix, Network Security, Networking, Budgets, IT Operations, Citrix Metaframe, Network Administration, Hardware, System Deployment, IT Strategy, Cloud Computing, Windows, IT Management, Integration, Information Technology, SQL
Education
National Seminars 2012 — 2013
New Horizons 2009 — 2010
MCSE, Windows Server 2003
Pikes Peak Community College 1999 — 2000
Computer Science
NovelASPect.com November 2011 - Present
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
University of California Office of the President 2015 - 2015
VOICES AGAINST VIOLENCE February 2008 - November 2011
State Street October 2010 - September 2011
State Street June 2006 - March 2009
State Street January 2003 - June 2006
State Street September 2000 - January 2003
Skills
Servers, Troubleshooting, Virtualization, Windows Server, Technical Support, Citrix, Network Security, Networking, Budgets, IT Operations, Citrix Metaframe, Network Administration, Hardware, System Deployment, IT Strategy, Cloud Computing, Windows, IT Management, Integration, Information Technology, SQL
Education
National Seminars 2012 — 2013
New Horizons 2009 — 2010
MCSE, Windows Server 2003
Pikes Peak Community College 1999 — 2000
Computer Science
Alissa Schonfeld's State Street Experience October 2012 - March 2014
Job Instructional Designer at Talbots
Industry Apparel & Fashion
Experience
Talbots March 2014 - Present
State Street October 2012 - March 2014
State Street February 2011 - October 2012
Crabtree & Evelyn September 2009 - February 2011
Rubbermaid Commercial Products December 2007 - July 2009
Graco Children's Products July 2006 - December 2007
Skills
Training, Project Management, Customer Service, Leadership, Microsoft Office, Program Management, Public Speaking, Strategy, Management, Market Research, Marketing, Process Improvement, Team Building, Sales, Event Planning, Strategic Planning, Employee Training
Education
Carlow University 2009 — 2010
Masters, Professional Leadership, Training & Development
Penn State University 2001 — 2005
BS, Marketing
Talbots March 2014 - Present
State Street October 2012 - March 2014
State Street February 2011 - October 2012
Crabtree & Evelyn September 2009 - February 2011
Rubbermaid Commercial Products December 2007 - July 2009
Graco Children's Products July 2006 - December 2007
Skills
Training, Project Management, Customer Service, Leadership, Microsoft Office, Program Management, Public Speaking, Strategy, Management, Market Research, Marketing, Process Improvement, Team Building, Sales, Event Planning, Strategic Planning, Employee Training
Education
Carlow University 2009 — 2010
Masters, Professional Leadership, Training & Development
Penn State University 2001 — 2005
BS, Marketing
Harry Reedy's State Street Experience January 1997 - January 1999
Job Senior Performance Specialist at John Peter Smith Health Network
Industry Hospital & Health Care
Experience
State Street Corporation February 1999 - February 2009
Baldrige National Quality Award Program March 1994 - September 2004
State Street January 1997 - January 1999
John Hancock August 1990 - December 1996
Travelers September 1983 - July 1990
Travelers July 1979 - August 1983
Skills
Business Process..., Program Management, Leadership, Quality Management, Performance Improvement, Balanced Scorecard, Organizational..., Management Consulting, Six Sigma, Process Engineering, Cross-functional Team..., Process Improvement, Training, Change Management, Performance Management, Strategic Planning, Coaching, Quality Assurance, Operational Excellence, Team Building, Continuous Improvement, Lean Manufacturing, Operations Management, Healthcare, Business Process Mapping, Quality System, Root Cause Analysis, DMAIC, Supply Chain Management, Value Stream Mapping, TQM, Strategy, Business Process, Process Management, Analysis, Project Management
Education
The University of Connecticut School of Business 1973 — 1977
MBA
Penn State University 1963 — 1967
Bachelor of Science
State Street Corporation February 1999 - February 2009
Baldrige National Quality Award Program March 1994 - September 2004
State Street January 1997 - January 1999
John Hancock August 1990 - December 1996
Travelers September 1983 - July 1990
Travelers July 1979 - August 1983
Skills
Business Process..., Program Management, Leadership, Quality Management, Performance Improvement, Balanced Scorecard, Organizational..., Management Consulting, Six Sigma, Process Engineering, Cross-functional Team..., Process Improvement, Training, Change Management, Performance Management, Strategic Planning, Coaching, Quality Assurance, Operational Excellence, Team Building, Continuous Improvement, Lean Manufacturing, Operations Management, Healthcare, Business Process Mapping, Quality System, Root Cause Analysis, DMAIC, Supply Chain Management, Value Stream Mapping, TQM, Strategy, Business Process, Process Management, Analysis, Project Management
Education
The University of Connecticut School of Business 1973 — 1977
MBA
Penn State University 1963 — 1967
Bachelor of Science
Brad Dawdy's State Street Experience 1996 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
YRC Worldwide Technologies 2012 - Present
YRC Enterprise Services, Inc. 2012 - Present
YRC Freight 2011 - Present
TD Ameritrade June 2010 - 2012
JPMorgan Retirement Plan Services January 2008 - May 2010
J.P. Morgan Retirement Plan Services 2008 - 2010
Performanace Contracting Group April 2001 - December 2007
PCG 2001 - 2007
State Street 1996 - 1997
Hallmark Cards, Inc. 1985 - 1997
Skills
Strategic Planning, Management, Business Analysis, SDLC, Project Management, Vendor Management, MS Project, Quality Assurance, Requirements Analysis, Scrum, Software Development, Program Management, PMP, Agile Methodologies, Project Portfolio...
Education
Pittsburg State University 1980 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Westminster College (MO) 1980 — 1983
Computer Science
YRC Worldwide Technologies 2012 - Present
YRC Enterprise Services, Inc. 2012 - Present
YRC Freight 2011 - Present
TD Ameritrade June 2010 - 2012
JPMorgan Retirement Plan Services January 2008 - May 2010
J.P. Morgan Retirement Plan Services 2008 - 2010
Performanace Contracting Group April 2001 - December 2007
PCG 2001 - 2007
State Street 1996 - 1997
Hallmark Cards, Inc. 1985 - 1997
Skills
Strategic Planning, Management, Business Analysis, SDLC, Project Management, Vendor Management, MS Project, Quality Assurance, Requirements Analysis, Scrum, Software Development, Program Management, PMP, Agile Methodologies, Project Portfolio...
Education
Pittsburg State University 1980 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Westminster College (MO) 1980 — 1983
Computer Science
Deborah Arnold's State Street Experience June 2007 - Present
Job Private Equity Fund Services Vice President
Industry Financial Services
Experience
State Street June 2007 - Present
IBT 2005 - June 2007
State Street Bank January 2000 - October 2003
Skills
Private Equity, Financial Services, Bloomberg, Hedge Funds, Accounting, Investments, Mutual Funds, Valuation, Equities, Securities, Asset Management
Education
Penn State University 1982 — 1986
Bachelor's degree, Finance
State Street June 2007 - Present
IBT 2005 - June 2007
State Street Bank January 2000 - October 2003
Skills
Private Equity, Financial Services, Bloomberg, Hedge Funds, Accounting, Investments, Mutual Funds, Valuation, Equities, Securities, Asset Management
Education
Penn State University 1982 — 1986
Bachelor's degree, Finance
Can Lu's State Street Experience April 2015 - Present
Job Risk Analyst
Industry Banking
Experience
State Street April 2015 - Present
Fidelity Investments May 2013 - April 2015
Fidelity Investments March 2008 - May 2013
University of Massachusetts College of Management March 2007 - March 2008
Regal Lloyds Real Estate International Consulting Co. May 2003 - August 2004
Skills
Product Strategies, Product Road Mapping, Java, Quantitative Analytics, Stata, Agile Project Management, Requirements Analysis, Data Management, Holding based fund..., Risk model, Fund/manager selection, SQL, Financial planning..., Agile Methodologies, Risk Management, Product Management, Manage Client..., Portfolio analytics, Factset, Data Mining, VBA, Functional Design, Functional Requirements, High volume financial..., Compustats, Portfolio Management, Statistics, SAS, Data Analysis, Business Analysis, Finance, Financial Services, Strategy
Education
Peking University
BS & BBA, Physics, E-business
University of Massachusetts Boston
MBA & MS, Finance, Applied Physics
State Street April 2015 - Present
Fidelity Investments May 2013 - April 2015
Fidelity Investments March 2008 - May 2013
University of Massachusetts College of Management March 2007 - March 2008
Regal Lloyds Real Estate International Consulting Co. May 2003 - August 2004
Skills
Product Strategies, Product Road Mapping, Java, Quantitative Analytics, Stata, Agile Project Management, Requirements Analysis, Data Management, Holding based fund..., Risk model, Fund/manager selection, SQL, Financial planning..., Agile Methodologies, Risk Management, Product Management, Manage Client..., Portfolio analytics, Factset, Data Mining, VBA, Functional Design, Functional Requirements, High volume financial..., Compustats, Portfolio Management, Statistics, SAS, Data Analysis, Business Analysis, Finance, Financial Services, Strategy
Education
Peking University
BS & BBA, Physics, E-business
University of Massachusetts Boston
MBA & MS, Finance, Applied Physics
Alexander Kaplun's State Street Experience May 2015 - Present
Job Director Derivatives Business Control at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
State Street May 2015 - Present
John Hancock/Manulife Financial October 2010 - January 2015
Lehman Brothers July 2000 - January 2011
CSFB January 1997 - July 2000
Praxis July 1995 - January 1997
Sun Microsystems January 1994 - July 1995
Skills
Fixed Income, Equities, Derivatives, Investment Banking, SDLC, FX Options, Portfolio Management, Hedge Funds, Equity Derivatives, Technical Analysis, Back Office, Market Data, Trading Systems, Risk Management, Financial Services, Capital Markets
Education
Peter the Great St.Petersburg Polytechnic University 1981 — 1987
MS, Computer Science
Saint Petersburg State Polytechnical University 1981 — 1987
MS, electrical engineering
State Street May 2015 - Present
John Hancock/Manulife Financial October 2010 - January 2015
Lehman Brothers July 2000 - January 2011
CSFB January 1997 - July 2000
Praxis July 1995 - January 1997
Sun Microsystems January 1994 - July 1995
Skills
Fixed Income, Equities, Derivatives, Investment Banking, SDLC, FX Options, Portfolio Management, Hedge Funds, Equity Derivatives, Technical Analysis, Back Office, Market Data, Trading Systems, Risk Management, Financial Services, Capital Markets
Education
Peter the Great St.Petersburg Polytechnic University 1981 — 1987
MS, Computer Science
Saint Petersburg State Polytechnical University 1981 — 1987
MS, electrical engineering
Michele Davis Boucher's State Street Experience 1998 - 2000
Job Director of Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments March 2005 - December 2014
Fidelity Investments July 2000 - March 2005
State Street 1998 - 2000
State Street 1994 - 1996
Skills
Quality Assurance, Accounting, Management, Software Project..., Financial Services, Equities, Mutual Funds, Fixed Income, Testing, User Acceptance Testing, Requirements Analysis, Process Improvement, SDLC, Quality Center, Business Planning, HP Quality Center, Business Analysis
Education
Plymouth State University 1989 — 1994
Bachelor’s Degree, Business/Managerial Economics
Plymouth State University
Fidelity Investments December 2014 - Present
Fidelity Investments March 2005 - December 2014
Fidelity Investments July 2000 - March 2005
State Street 1998 - 2000
State Street 1994 - 1996
Skills
Quality Assurance, Accounting, Management, Software Project..., Financial Services, Equities, Mutual Funds, Fixed Income, Testing, User Acceptance Testing, Requirements Analysis, Process Improvement, SDLC, Quality Center, Business Planning, HP Quality Center, Business Analysis
Education
Plymouth State University 1989 — 1994
Bachelor’s Degree, Business/Managerial Economics
Plymouth State University
Wes Hamblin's State Street Experience October 2007 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
State Street October 2007 - January 2015
Indymac Bank March 2006 - October 2007
CitiFinancial January 2005 - March 2006
Skills
Financial Analysis, Financial Services, Pricing, Mutual Funds, Fixed Income, Bloomberg, Equities, Business Analysis, Derivatives, Risk Management, Banking, Investments, Relationship Management, Financial Planning, Credit, Wealth Management, Finance, Retirement Planning, Portfolio Management
Education
Pittsburg State University 1995 — 2001
MBA, Finance, General
Edward Jones November 2014 - Present
State Street October 2007 - January 2015
Indymac Bank March 2006 - October 2007
CitiFinancial January 2005 - March 2006
Skills
Financial Analysis, Financial Services, Pricing, Mutual Funds, Fixed Income, Bloomberg, Equities, Business Analysis, Derivatives, Risk Management, Banking, Investments, Relationship Management, Financial Planning, Credit, Wealth Management, Finance, Retirement Planning, Portfolio Management
Education
Pittsburg State University 1995 — 2001
MBA, Finance, General
Shannon Chisholm's State Street Experience October 2014 - June 2015
Job Vice President, Global Marketing at State Street
Industry Financial Services
Experience
State Street October 2014 - June 2015
Omgeo/DTCC February 2009 - October 2014
LPL Financial Services September 2006 - January 2009
Sun Life Financial April 2004 - September 2006
Spire December 2000 - April 2004
Stackpole & Partners December 1999 - December 2000
Graphics Express October 1995 - December 1999
Skills
Graphic Design, Product Marketing, Marketing, Advertising, Account Management, Email Marketing, Financial Services, Lead Generation, Salesforce.com, Project Management, Integrated Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Online Marketing, Web Analytics, Social Media Marketing, B2B, Corporate Branding, Cross-functional Team..., Copywriting, Product Launch, Corporate Communications, Social Media, Internal Communications, Vendor Management, Creative Direction, Adobe Creative Suite, Segmentation, CRM, Digital Marketing, Product Management, Strategy, Strategic Partnerships, Online Advertising, SEO, Management, Leadership, Budgets, Strategic Planning, Go-to-market Strategy, Market Planning
Education
Plymouth State University 1991 — 1995
Bachelor's Degree, BFA, Graphic Design
State Street October 2014 - June 2015
Omgeo/DTCC February 2009 - October 2014
LPL Financial Services September 2006 - January 2009
Sun Life Financial April 2004 - September 2006
Spire December 2000 - April 2004
Stackpole & Partners December 1999 - December 2000
Graphics Express October 1995 - December 1999
Skills
Graphic Design, Product Marketing, Marketing, Advertising, Account Management, Email Marketing, Financial Services, Lead Generation, Salesforce.com, Project Management, Integrated Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Online Marketing, Web Analytics, Social Media Marketing, B2B, Corporate Branding, Cross-functional Team..., Copywriting, Product Launch, Corporate Communications, Social Media, Internal Communications, Vendor Management, Creative Direction, Adobe Creative Suite, Segmentation, CRM, Digital Marketing, Product Management, Strategy, Strategic Partnerships, Online Advertising, SEO, Management, Leadership, Budgets, Strategic Planning, Go-to-market Strategy, Market Planning
Education
Plymouth State University 1991 — 1995
Bachelor's Degree, BFA, Graphic Design
Bradley Keenan's State Street Experience September 2003 - September 2005
Job Professional beach volleyball athlete, and Graduate Assistant mens Volleyball Concordia University
Industry Sports
Experience
Concordia University Irvine January 2015 - Present
USA Volleyball September 2011 - September 2013
Balboa Bay Volleyball Club October 2010 - February 2012
Mater Dei High School January 2011 - May 2011
Virtual Tourist June 2006 - September 2007
State Street September 2003 - September 2005
Skills
Volleyball, Social Media, Microsoft Excel, Coaching, Microsoft Office, Business Development, Sports Management, Customer Service, Athletics, Social Media Marketing, Sports Marketing, Sports Coaching, Sports, Social Networking, Athletic Training, Marketing Strategy
Education
Pepperdine University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Fountain Valley High School 1996 — 1999
Concordia University Irvine January 2015 - Present
USA Volleyball September 2011 - September 2013
Balboa Bay Volleyball Club October 2010 - February 2012
Mater Dei High School January 2011 - May 2011
Virtual Tourist June 2006 - September 2007
State Street September 2003 - September 2005
Skills
Volleyball, Social Media, Microsoft Excel, Coaching, Microsoft Office, Business Development, Sports Management, Customer Service, Athletics, Social Media Marketing, Sports Marketing, Sports Coaching, Sports, Social Networking, Athletic Training, Marketing Strategy
Education
Pepperdine University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Fountain Valley High School 1996 — 1999
Andrew Bogle's State Street Experience November 2008 - October 2010
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management June 2014 - Present
BlackRock January 2012 - June 2014
BlackRock September 2010 - January 2012
State Street November 2008 - October 2010
Hamilton Lane August 2007 - July 2008
Education
Penn State University 2003 — 2007
Economics
Brandywine Global Investment Management June 2014 - Present
BlackRock January 2012 - June 2014
BlackRock September 2010 - January 2012
State Street November 2008 - October 2010
Hamilton Lane August 2007 - July 2008
Education
Penn State University 2003 — 2007
Economics
Steven Maguire's State Street Experience November 2006 - August 2008
Job Senior Media Relations Executive at The Hubbell Group, Inc.
Industry Financial Services
Experience
The Hubbell Group, Inc. July 2010 - Present
The Hubbell Group September 2008 - July 2010
State Street November 2006 - August 2008
Make-A-Wish Foundation November 2004 - November 2006
Clarke & Company Public Relations July 1992 - November 2004
clarke & company 1992 - 2004
Skills
Media Relations, Public Relations, Event Management, Account Management, Crisis Communications, B2B, Event Planning
Education
Plymouth State University 1987 — 1991
The Hubbell Group, Inc. July 2010 - Present
The Hubbell Group September 2008 - July 2010
State Street November 2006 - August 2008
Make-A-Wish Foundation November 2004 - November 2006
Clarke & Company Public Relations July 1992 - November 2004
clarke & company 1992 - 2004
Skills
Media Relations, Public Relations, Event Management, Account Management, Crisis Communications, B2B, Event Planning
Education
Plymouth State University 1987 — 1991
Blaise Sheppard, CFA's State Street Experience January 2009 - January 2010
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
State Street Global Markets October 2009 - December 2013
State Street January 2009 - January 2010
State Street June 2008 - December 2008
Skills
Fixed Income, Equities, Bloomberg, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Capital Markets, Trading, Derivatives, Investments, Asset Management, FX Options
Education
Providence College 2004 — 2008
BS, Finance
UBS Investment Bank January 2014 - Present
State Street Global Markets October 2009 - December 2013
State Street January 2009 - January 2010
State Street June 2008 - December 2008
Skills
Fixed Income, Equities, Bloomberg, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Capital Markets, Trading, Derivatives, Investments, Asset Management, FX Options
Education
Providence College 2004 — 2008
BS, Finance
Dan Kier's State Street Experience AsscoaiteState StreetApril 2007 - Present
Job Associate at State Street
Industry Financial Services
Experience
State Street AsscoaiteState StreetApril 2007 - Present
Education
Penn State University 2002 — 2006
State Street AsscoaiteState StreetApril 2007 - Present
Education
Penn State University 2002 — 2006
Chris Frazier's State Street Experience February 2000 - November 2005
Job Manager of Financial Reporting at Pioneer Investments Management, Inc.
Industry Financial Services
Experience
Pioneer Investments Management, Inc. November 2005 - Present
State Street February 2000 - November 2005
PFPC May 1998 - February 2000
Skills
Financial Reporting, Mutual Funds, Bloomberg, Accounting, Valuation, Derivatives, Asset Management, Financial Analysis, Compliance, Securities, Fund Accounting, Excel, Auditing, Mergers, Audit, Word, Internal Controls, SEC reporting, General Ledger, SOX, Financial Services, SEC filings, Microsoft Word
Education
Plymouth State University 1993 — 1998
Bachelor’s Degree
Pioneer Investments Management, Inc. November 2005 - Present
State Street February 2000 - November 2005
PFPC May 1998 - February 2000
Skills
Financial Reporting, Mutual Funds, Bloomberg, Accounting, Valuation, Derivatives, Asset Management, Financial Analysis, Compliance, Securities, Fund Accounting, Excel, Auditing, Mergers, Audit, Word, Internal Controls, SEC reporting, General Ledger, SOX, Financial Services, SEC filings, Microsoft Word
Education
Plymouth State University 1993 — 1998
Bachelor’s Degree
Seth Hunt's State Street Experience July 2012 - February 2014
Job at State Street
Industry Financial Services
Experience
State Street Bank February 2014 - Present
State Street July 2012 - February 2014
State Street June 2011 - July 2012
State Street June 2010 - June 2011
Edward Jones August 2008 - June 2010
Skills
Bloomberg, Finance, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Investments, Accounting, Portfolio Management, Financial Services, Financial Reporting, Securities, Banking, Equities
Education
Pittsburg State University 2002 — 2006
State Street Bank February 2014 - Present
State Street July 2012 - February 2014
State Street June 2011 - July 2012
State Street June 2010 - June 2011
Edward Jones August 2008 - June 2010
Skills
Bloomberg, Finance, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Investments, Accounting, Portfolio Management, Financial Services, Financial Reporting, Securities, Banking, Equities
Education
Pittsburg State University 2002 — 2006
Steven LaPierre's State Street Experience 1994 - 2004
Job Consultant at Accenture
Industry Banking
Experience
Boston Private Bank & Trust Company 2007 - Present
Rockland Trust Company 2005 - 2007
State Street 1994 - 2004
Education
Plymouth State University 1989 — 1992
Boston Private Bank & Trust Company 2007 - Present
Rockland Trust Company 2005 - 2007
State Street 1994 - 2004
Education
Plymouth State University 1989 — 1992
Bianca N. Barinas Bradford's State Street Experience July 2009 - 2013
Job Project Manager | Project Consultant
Industry Information Technology and Services
Experience
Santander Bank, N.A. November 2013 - Present
State Street July 2009 - 2013
State Street April 2005 - July 2009
State Street April 2001 - April 2005
State Street May 1998 - March 2001
ADEPT Inc. March 1997 - April 1998
Centro Cuesta Nacional February 1993 - February 1997
Skills
SDLC, Project Management, Process Improvement, Data Warehousing, Business Analysis, Systems Analysis, Data Analysis, Business Process, Integration, Requirements Analysis, Business Requirements, Requirements Gathering, ETL, Financial Services, Software Development, SQL, Oracle, DB2, Informix, Hyperion Explorer (Brio..., Toad, PL/SQL, COBOL, TSO, JCL, Autosys, Quality Assurance, User Acceptance Testing, Testing, Software Documentation, Crystal Reports, ETL DataStage, Waterfall, Agile Methodologies, Scrum
Education
Pontificia Universidad Católica Madre y Maestra
Bachelor of Science (BS)
Santander Bank, N.A. November 2013 - Present
State Street July 2009 - 2013
State Street April 2005 - July 2009
State Street April 2001 - April 2005
State Street May 1998 - March 2001
ADEPT Inc. March 1997 - April 1998
Centro Cuesta Nacional February 1993 - February 1997
Skills
SDLC, Project Management, Process Improvement, Data Warehousing, Business Analysis, Systems Analysis, Data Analysis, Business Process, Integration, Requirements Analysis, Business Requirements, Requirements Gathering, ETL, Financial Services, Software Development, SQL, Oracle, DB2, Informix, Hyperion Explorer (Brio..., Toad, PL/SQL, COBOL, TSO, JCL, Autosys, Quality Assurance, User Acceptance Testing, Testing, Software Documentation, Crystal Reports, ETL DataStage, Waterfall, Agile Methodologies, Scrum
Education
Pontificia Universidad Católica Madre y Maestra
Bachelor of Science (BS)
Anthony Solometo's State Street Experience September 2008 - July 2010
Job Center for Excellence Retail Process Advocate at Vanguard
Industry Banking
Experience
Vanguard November 2014 - Present
Vanguard April 2012 - November 2014
Vanguard June 2010 - April 2012
State Street September 2008 - July 2010
Aon Consulting August 2005 - July 2008
Skills
Investment Strategies, Pensions, Financial Analysis, Defined Benefit, Investments, Credit, Project Management
Education
Villanova University 2010 — 2012
MBA
Penn State University 2001 — 2005
BS, Actuarial Science
Vanguard November 2014 - Present
Vanguard April 2012 - November 2014
Vanguard June 2010 - April 2012
State Street September 2008 - July 2010
Aon Consulting August 2005 - July 2008
Skills
Investment Strategies, Pensions, Financial Analysis, Defined Benefit, Investments, Credit, Project Management
Education
Villanova University 2010 — 2012
MBA
Penn State University 2001 — 2005
BS, Actuarial Science
Ben Branham's State Street Experience June 2013 - Present
Job VP, Global Services Sr. Pricing Mgr.
Industry Financial Services
Experience
State Street June 2013 - Present
Fidelity Investments 2008 - December 2012
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
First Data Corporation 1995 - 1996
Paramount Builders 1992 - 1994
Skills
Fixed Income, Mutual Funds, Fund Accounting, Treasury Management, Business Analysis, Risk Management, Transfer Agent..., Project Management, Relationship Mgmt, Business Process..., Audit Management, Operational Excellence, Cash Management, Management, Relationship Management, Asset Management, Program Management, CRM, Requirements Gathering, Cross-functional Team..., Financial Services
Education
Regent University
MA, Public Policy
Pensacola Christian College
BA, Pre-Law
State Street June 2013 - Present
Fidelity Investments 2008 - December 2012
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
First Data Corporation 1995 - 1996
Paramount Builders 1992 - 1994
Skills
Fixed Income, Mutual Funds, Fund Accounting, Treasury Management, Business Analysis, Risk Management, Transfer Agent..., Project Management, Relationship Mgmt, Business Process..., Audit Management, Operational Excellence, Cash Management, Management, Relationship Management, Asset Management, Program Management, CRM, Requirements Gathering, Cross-functional Team..., Financial Services
Education
Regent University
MA, Public Policy
Pensacola Christian College
BA, Pre-Law
Siawn Ou's State Street Experience August 2006 - May 2008
Job Student at Pepperdine University, The George L. Graziadio School of Business and Management
Industry Marketing and Advertising
Experience
Moldex May 2009 - July 2009
State Street August 2006 - May 2008
Coca-Cola Enterprises October 2005 - May 2006
University of Massachusetts Amherst February 2004 - May 2006
Skills
Market Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Marketing
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics, Chinese
Moldex May 2009 - July 2009
State Street August 2006 - May 2008
Coca-Cola Enterprises October 2005 - May 2006
University of Massachusetts Amherst February 2004 - May 2006
Skills
Market Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Marketing
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics, Chinese
Leo Dombrovsky's State Street Experience July 1998 - April 2001
Job Sr. Software Engineer at Kronos
Industry Computer Software
Experience
Kronos July 2004 - Present
PeerDirect January 2002 - June 2004
Authoria April 2001 - November 2001
State Street July 1998 - April 2001
SAIC June 1997 - July 1998
Parametric Technology Corporation December 1995 - May 1997
Education
Peter the Great St.Petersburg Polytechnic University
Kronos July 2004 - Present
PeerDirect January 2002 - June 2004
Authoria April 2001 - November 2001
State Street July 1998 - April 2001
SAIC June 1997 - July 1998
Parametric Technology Corporation December 1995 - May 1997
Education
Peter the Great St.Petersburg Polytechnic University
Joseph Eck's State Street Experience 1988 - 1995
Job Head of Financial Institutions at American Century Investments
Industry Insurance
Experience
American Century Investments October 2013 - Present
The Hartford 2002 - 2013
Mellon 1995 - 2002
Mellon HR Solutions 1995 - 2002
Mellon/Dreyfus 1995 - 2002
State Street 1988 - 1995
Skills
NASD Series 3,7,24 and..., Relationship Management, Mutual Funds, 401k, Leadership, Selling, Series 63, CRM, Financial Services, Series 7, New Business Development, Sales, Insurance, Investment Management, Asset Management, Investments, Retirement, Fixed Annuities, Business Planning, Management, Series 6, Financial Advisory, Employee Benefits, Defined Contribution, Executive Management, Defined Benefit, Retirement Planning, Asset Allocation, Wealth Management
Education
Penn State University 1976 — 1980
B.S., Finance
American Century Investments October 2013 - Present
The Hartford 2002 - 2013
Mellon 1995 - 2002
Mellon HR Solutions 1995 - 2002
Mellon/Dreyfus 1995 - 2002
State Street 1988 - 1995
Skills
NASD Series 3,7,24 and..., Relationship Management, Mutual Funds, 401k, Leadership, Selling, Series 63, CRM, Financial Services, Series 7, New Business Development, Sales, Insurance, Investment Management, Asset Management, Investments, Retirement, Fixed Annuities, Business Planning, Management, Series 6, Financial Advisory, Employee Benefits, Defined Contribution, Executive Management, Defined Benefit, Retirement Planning, Asset Allocation, Wealth Management
Education
Penn State University 1976 — 1980
B.S., Finance
Christine Bodge's State Street Experience October 1999 - September 2000
Job Operations Intermediate Specialist at BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA
Industry Financial Services
Experience
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA September 2013 - Present
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA March 2010 - September 2013
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA October 2005 - March 2010
NH Motor Speedway 1993 - 2009
Brown Brothers Harriman September 2000 - October 2005
State Street October 1999 - September 2000
Skills
Leadership, Applicant Tracking..., Bloomberg, Fixed Income, Talent Acquisition, Financial Analysis, Microsoft Excel, Securities Lending, Financial Modeling, Customer Service, SWIFT payments, FX Options, Sourcing, Strategic Financial..., Finance, Hyperion Reports, Oracle, Derivatives, Access Database, IT Asset Management, Mutual Funds
Education
Southern New Hampshire University 2010 — 2011
Certificate, Finance
Southern New Hampshire University 2004 — 2008
MBA, Business Administration
Plymouth State University 1997 — 1999
BS, Business Administration
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA September 2013 - Present
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA March 2010 - September 2013
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA October 2005 - March 2010
NH Motor Speedway 1993 - 2009
Brown Brothers Harriman September 2000 - October 2005
State Street October 1999 - September 2000
Skills
Leadership, Applicant Tracking..., Bloomberg, Fixed Income, Talent Acquisition, Financial Analysis, Microsoft Excel, Securities Lending, Financial Modeling, Customer Service, SWIFT payments, FX Options, Sourcing, Strategic Financial..., Finance, Hyperion Reports, Oracle, Derivatives, Access Database, IT Asset Management, Mutual Funds
Education
Southern New Hampshire University 2010 — 2011
Certificate, Finance
Southern New Hampshire University 2004 — 2008
MBA, Business Administration
Plymouth State University 1997 — 1999
BS, Business Administration
Jeffrey McKenney's State Street Experience July 2013 - Present
Job Tax Compliance & Fiduciary Services at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
State Street August 2011 - July 2013
State Street March 2010 - August 2011
State Street February 2007 - March 2010
State Street June 2005 - February 2007
Skills
Financial Analysis, Fund Accounting, Tax, Financial Reporting, Microsoft Excel, Portfolio Management, Accounting, Corporate Actions, Securities, Microsoft Word, Financial Services, Mutual Funds, PowerPoint, NRA, FATCA, 1099 Preparation, 1042-S Reporting
Education
University of Massachusetts Boston 2008 — 2011
MSA, Accounting
Plymouth State University 2001 — 2005
B.S., Business Administration
State Street July 2013 - Present
State Street August 2011 - July 2013
State Street March 2010 - August 2011
State Street February 2007 - March 2010
State Street June 2005 - February 2007
Skills
Financial Analysis, Fund Accounting, Tax, Financial Reporting, Microsoft Excel, Portfolio Management, Accounting, Corporate Actions, Securities, Microsoft Word, Financial Services, Mutual Funds, PowerPoint, NRA, FATCA, 1099 Preparation, 1042-S Reporting
Education
University of Massachusetts Boston 2008 — 2011
MSA, Accounting
Plymouth State University 2001 — 2005
B.S., Business Administration
David Salamone's State Street Experience
Job Officer at State Street
Industry Security and Investigations
Experience
State Street
Skills
Security, Customer Service, Risk Assessment, Risk Management, Strategic Planning, Management, Physical Security, Surveillance, Security Management, Crisis Management, Private Investigations, Process Improvement, Microsoft Excel, Corporate Security, Policy, Leadership
Education
Plymouth State University 2003 — 2007
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
State Street
Skills
Security, Customer Service, Risk Assessment, Risk Management, Strategic Planning, Management, Physical Security, Surveillance, Security Management, Crisis Management, Private Investigations, Process Improvement, Microsoft Excel, Corporate Security, Policy, Leadership
Education
Plymouth State University 2003 — 2007
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Hang Lin's State Street Experience June 2013 - Present
Job Finance Officer at State Street
Industry Accounting
Experience
State Street June 2013 - Present
PNC Financial Service Group Inc April 2011 - May 2013
PNC Financial Services Group June 2009 - April 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Strategic Financial..., Essbase, Sarbanes-Oxley Act, Forecasting, Hyperion Enterprise, Valuation, Corporate Finance, Process Improvement, Accounting, Portfolio Management, Risk Management, Banking, Treasury Management, Variance Analysis, Access, Internal Controls
Education
Penn State University 2005 — 2009
Bachelor of Arts (B.A.), Accounting
State Street June 2013 - Present
PNC Financial Service Group Inc April 2011 - May 2013
PNC Financial Services Group June 2009 - April 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Strategic Financial..., Essbase, Sarbanes-Oxley Act, Forecasting, Hyperion Enterprise, Valuation, Corporate Finance, Process Improvement, Accounting, Portfolio Management, Risk Management, Banking, Treasury Management, Variance Analysis, Access, Internal Controls
Education
Penn State University 2005 — 2009
Bachelor of Arts (B.A.), Accounting
Joseph Boisseau's State Street Experience December 2012 - July 2013
Job Enterprise Network Architect at Valeant Pharmaceuticals
Industry Information Technology and Services
Experience
Valeant Pharmaceuticals November 2014 - Present
Johnson & Johnson November 2013 - October 2014
State Street December 2012 - July 2013
AIG June 2010 - November 2012
PHIBRO January 2010 - June 2010
AT&T April 1997 - June 2010
ACS January 1992 - January 1999
Skills
Visio, CCDA, CCNP, Network Engineering, Network Architecture, Network Design, LAN-WAN, Data Center, MPLS, Infrastructure, Cisco Nexus, Routing, TCP/IP, Routers, Switches, Network Security, Network Deployment, Troubleshooting, Virtualization, Cisco Technologies, WAN, Networking, CCNA, Network Administration, IPSec, Telecommunications, Disaster Recovery, Firewalls, Load Balancing, VoIP, Routing Protocols, Cisco Routers, Architectural..., Wedding Portrait...
Education
Pratt Institute 1972 — 1973
Architectural Design
Control Data Institute 1971 — 1973
Advanced Digital Electronics Certification, Digital Electronics
Valeant Pharmaceuticals November 2014 - Present
Johnson & Johnson November 2013 - October 2014
State Street December 2012 - July 2013
AIG June 2010 - November 2012
PHIBRO January 2010 - June 2010
AT&T April 1997 - June 2010
ACS January 1992 - January 1999
Skills
Visio, CCDA, CCNP, Network Engineering, Network Architecture, Network Design, LAN-WAN, Data Center, MPLS, Infrastructure, Cisco Nexus, Routing, TCP/IP, Routers, Switches, Network Security, Network Deployment, Troubleshooting, Virtualization, Cisco Technologies, WAN, Networking, CCNA, Network Administration, IPSec, Telecommunications, Disaster Recovery, Firewalls, Load Balancing, VoIP, Routing Protocols, Cisco Routers, Architectural..., Wedding Portrait...
Education
Pratt Institute 1972 — 1973
Architectural Design
Control Data Institute 1971 — 1973
Advanced Digital Electronics Certification, Digital Electronics
Lindsay Becker's State Street Experience April 2014 - Present
Job Executive Assistant, Senior Associate at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
State Street November 2009 - April 2014
State Street December 2007 - November 2009
State Street 2007 - 2009
Walt Disney World 2005 - 2007
Skills
Recruiting, Human Resources, Teamwork, Microsoft Excel, Finance, Risk Management, Financial Services, Equities, Securities, Process Improvement
Education
Pittsburg State University 2001 — 2005
BS, Commercial Graphics
State Street April 2014 - Present
State Street November 2009 - April 2014
State Street December 2007 - November 2009
State Street 2007 - 2009
Walt Disney World 2005 - 2007
Skills
Recruiting, Human Resources, Teamwork, Microsoft Excel, Finance, Risk Management, Financial Services, Equities, Securities, Process Improvement
Education
Pittsburg State University 2001 — 2005
BS, Commercial Graphics
Vanessa Pellegrino-Badell's State Street Experience January 2011 - Present
Job Wealth Managemnet Services at State Street, Fees
Industry Financial Services
Experience
State Street January 2011 - Present
Clean Cut Painters June 2008 - January 2011
Bank of America October 2009 - July 2010
pb Marketing Agency April 2009 - September 2009
Mckay Construction Company May 2007 - May 2008
Education
Plymouth State University 2004 — 2008
Bachelors degree, Business administration
Concord Carlisle High School 2000 — 2004
State Street January 2011 - Present
Clean Cut Painters June 2008 - January 2011
Bank of America October 2009 - July 2010
pb Marketing Agency April 2009 - September 2009
Mckay Construction Company May 2007 - May 2008
Education
Plymouth State University 2004 — 2008
Bachelors degree, Business administration
Concord Carlisle High School 2000 — 2004
Nhi Dang, CPA, MST's State Street Experience July 2010 - October 2011
Job Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte January 2013 - Present
Deloitte November 2011 - January 2013
State Street July 2010 - October 2011
State Street December 2009 - July 2010
State Street June 2008 - December 2009
Citi February 2008 - July 2008
The Regence Group January 2007 - February 2008
Skills
Accounting, Tax
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master, Taxation
Portland State University - School of Business
BA, Accounting, Finance, and Real Estate Finance
Deloitte September 2015 - Present
Deloitte January 2013 - Present
Deloitte November 2011 - January 2013
State Street July 2010 - October 2011
State Street December 2009 - July 2010
State Street June 2008 - December 2009
Citi February 2008 - July 2008
The Regence Group January 2007 - February 2008
Skills
Accounting, Tax
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master, Taxation
Portland State University - School of Business
BA, Accounting, Finance, and Real Estate Finance
Abhinav Nagar's State Street Experience June 2010 - October 2013
Job MBA Candidate | Graduate Assisstant | Class of 2017 Penn State Smeal MBA Program
Industry Financial Services
Experience
Royal Bank of Scotland January 2014 - July 2015
Capgemini December 2013 - July 2015
Vibha February 2013 - June 2015
Wipro Technologies December 2011 - October 2013
State Street June 2010 - October 2013
Vibha January 2010 - December 2012
Wipro Technologies January 2010 - December 2011
Jaipur Distilleries Limited July 2009 - January 2010
Skills
Requirements Analysis, Team Management, Fixed Income Strategies, Reference Data, Securities Market, Analytics, Consulting, BFSI, Investment Banking, PL/SQL, SDLC, Fixed Income Analysis, CRM, SQL, C++, Management
Education
Penn State University 2015 — 2017
Master of Business Administration (M.B.A.) Finance, Strategy Leadership, strategy, Finance
Amity University 2005 — 2009
B.Tech, Biotechnology, Computer science, 7.8/10
Amar Nath Vidya Ashram 1990 — 2005
ssc, science
Royal Bank of Scotland January 2014 - July 2015
Capgemini December 2013 - July 2015
Vibha February 2013 - June 2015
Wipro Technologies December 2011 - October 2013
State Street June 2010 - October 2013
Vibha January 2010 - December 2012
Wipro Technologies January 2010 - December 2011
Jaipur Distilleries Limited July 2009 - January 2010
Skills
Requirements Analysis, Team Management, Fixed Income Strategies, Reference Data, Securities Market, Analytics, Consulting, BFSI, Investment Banking, PL/SQL, SDLC, Fixed Income Analysis, CRM, SQL, C++, Management
Education
Penn State University 2015 — 2017
Master of Business Administration (M.B.A.) Finance, Strategy Leadership, strategy, Finance
Amity University 2005 — 2009
B.Tech, Biotechnology, Computer science, 7.8/10
Amar Nath Vidya Ashram 1990 — 2005
ssc, science
David Rudolph's State Street Experience June 2010 - January 2013
Job Client Reporting Analyst at BlackRock
Industry Investment Management
Experience
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
Anna Collier's State Street Experience July 2011 - April 2012
Job Team Lead at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners April 2012 - December 2014
State Street July 2011 - April 2012
Piedmont Fund Services February 2010 - June 2011
Connor, Clark & Lunn Financial Group July 2007 - May 2009
Education
Penn State University 2003 — 2007
BS, Finance
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners April 2012 - December 2014
State Street July 2011 - April 2012
Piedmont Fund Services February 2010 - June 2011
Connor, Clark & Lunn Financial Group July 2007 - May 2009
Education
Penn State University 2003 — 2007
BS, Finance
Bala Nettem's State Street Experience June 2005 - November 2005
Job Abinitio Consultant
Industry Information Technology and Services
Experience
Cognizant / KeyBank July 2014 - Present
Syntel Inc / American Express January 2009 - July 2014
Syntel Inc / American Express November 2005 - December 2008
State Street June 2005 - November 2005
ANZ April 2004 - June 2005
Skills
DB2, Data Warehousing, Unix, ETL, Visio, SDLC, Requirements Analysis, Agile Methodologies, Data Modeling, SOA, Big Data, Testing, Hadoop
Education
Periyar University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
Nagarjuna University 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science, First
Cognizant / KeyBank July 2014 - Present
Syntel Inc / American Express January 2009 - July 2014
Syntel Inc / American Express November 2005 - December 2008
State Street June 2005 - November 2005
ANZ April 2004 - June 2005
Skills
DB2, Data Warehousing, Unix, ETL, Visio, SDLC, Requirements Analysis, Agile Methodologies, Data Modeling, SOA, Big Data, Testing, Hadoop
Education
Periyar University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
Nagarjuna University 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science, First
Brian E McAlpine, CFA's State Street Experience September 2004 - April 2006
Job Portfolio Controller
Industry Investment Management
Experience
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Bryan Farrell's State Street Experience May 2010 - Present
Job Electronic Exchange Sales at State Street Global Markets
Industry Financial Services
Experience
State Street May 2010 - Present
Education
Penn State University 2006 — 2010
B.S, Finance
State Street May 2010 - Present
Education
Penn State University 2006 — 2010
B.S, Finance
Matthew Cibere's State Street Experience July 2008 - Present
Job Senior Pricing and Derivatives Specialist at State Street
Industry Marketing and Advertising
Experience
State Street July 2008 - Present
State Street November 2007 - June 2008
State Street May 2006 - October 2007
Education
Plymouth State University 2001 — 2005
B.A., Business Managment, Marketing, Criminal Justice
State Street July 2008 - Present
State Street November 2007 - June 2008
State Street May 2006 - October 2007
Education
Plymouth State University 2001 — 2005
B.A., Business Managment, Marketing, Criminal Justice
Cathryn Dana's State Street Experience February 2004 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
K. C. Ho's State Street Experience April 1991 - March 1994
Job Team Leader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2007 - Present
MFS Investment Management August 2004 - April 2007
MFS Investment Management January 2001 - August 2004
MFS Investment Management July 1997 - January 2001
State Street April 1991 - March 1994
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Collateralized Debt..., Credit Default Swaps -..., Equities, Equity Options, Bloomberg, Asset Managment, Microsoft Excel, Microsoft Access, Eagle, FMC Pacer, MCH
Education
Plymouth State University 1987 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Sylvania Technical School 1981 — 1982
Certification, Computer Electronics, 90
MFS Investment Management April 2007 - Present
MFS Investment Management August 2004 - April 2007
MFS Investment Management January 2001 - August 2004
MFS Investment Management July 1997 - January 2001
State Street April 1991 - March 1994
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Collateralized Debt..., Credit Default Swaps -..., Equities, Equity Options, Bloomberg, Asset Managment, Microsoft Excel, Microsoft Access, Eagle, FMC Pacer, MCH
Education
Plymouth State University 1987 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Sylvania Technical School 1981 — 1982
Certification, Computer Electronics, 90
Andres F Henao's State Street Experience May 2003 - July 2004
Job Senior Business Analyst at SimCorp
Industry Information Technology and Services
Experience
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Li (Maxwell) Xu's State Street Experience July 2012 - Present
Job Quantitative Analyst at State Street
Industry Financial Services
Experience
State Street July 2012 - Present
Skills
Quantitative Finance, Fixed Income, Derivatives, Portfolio Management, Risk Management, Time Series Analysis, Econometrics, Stochastic Calculus, Monte Carlo Simulation, Computational Finance, Credit Risk, Optimization, Parallel Computing, Signal Processing, C, C++, CUDA, Matlab, Bayesian statistics
Education
Stanford University 2006 — 2012
Doctor of Philosophy (Ph.D.), Management Science and Engineering (Specialization: Finance)
Stanford University 2006 — 2008
Master's Degree, Financial Mathematics
Penn State University 2004 — 2006
Master's Degree, Computer Science
State Street July 2012 - Present
Skills
Quantitative Finance, Fixed Income, Derivatives, Portfolio Management, Risk Management, Time Series Analysis, Econometrics, Stochastic Calculus, Monte Carlo Simulation, Computational Finance, Credit Risk, Optimization, Parallel Computing, Signal Processing, C, C++, CUDA, Matlab, Bayesian statistics
Education
Stanford University 2006 — 2012
Doctor of Philosophy (Ph.D.), Management Science and Engineering (Specialization: Finance)
Stanford University 2006 — 2008
Master's Degree, Financial Mathematics
Penn State University 2004 — 2006
Master's Degree, Computer Science
Gopinath Loganathan's State Street Experience June 2014 - Present
Job Tech Lead at Syntel
Industry Information Technology and Services
Experience
State Street June 2014 - Present
Syntel January 2007 - Present
Princeton Financial Systems October 2007 - January 2015
MSPL October 2004 - January 2007
Skills
IBM Cognos 10.2.1, Cognos, SQL, SSRS, Oracle, Microsoft SQL Server, Tableau, Leadership, PL/SQL, Agile Methodologies, composite software, Windows, Linux, Data Warehousing, Business Intelligence, Report Writing, IBM Cognos, ESP, IRD, ETL, SSIS, Crystal Reports, MotioCI
Education
Periyar University 1998 — 2002
Bachelor of Engineering (B.E.)
State Street June 2014 - Present
Syntel January 2007 - Present
Princeton Financial Systems October 2007 - January 2015
MSPL October 2004 - January 2007
Skills
IBM Cognos 10.2.1, Cognos, SQL, SSRS, Oracle, Microsoft SQL Server, Tableau, Leadership, PL/SQL, Agile Methodologies, composite software, Windows, Linux, Data Warehousing, Business Intelligence, Report Writing, IBM Cognos, ESP, IRD, ETL, SSIS, Crystal Reports, MotioCI
Education
Periyar University 1998 — 2002
Bachelor of Engineering (B.E.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.