State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
State Street July 2015 - Present
Kendra Phillip September 2014 - May 2015
Chel Bella Boutique July 2010 - December 2014
State Street June 2014 - August 2014
FEMA June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Data Entry, Bookkeeping, Time Management, Filing, Project Management, Financial Analysis, Social Media, Outlook, Leadership, Teamwork, Access, Research, Facebook
Education
Providence College 2011 — 2015
Bachelor of Arts, Finance
Providence College, Department of Financial Services August 2015 - Present
PricewaterhouseCoopers June 2015 - August 2015
Providence College Career Education Center August 2012 - May 2015
State Street June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Market Basket 2007 - 2013
Skills
Organized Multi-tasker, Goal Oriented, Determined to Succeed, Versatility, Analytical Skills, Oral & Written..., Accounting, Finance, Budgets, Microsoft Office, Communication, Customer Service, Social Networking, Research, Teamwork, Microsoft Word, Event Planning, Outlook, Social Media, Public Speaking, Time Management
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting
Manulife Asset Management (US) LLC June 2012 - Present
Rhode Island National Guard March 2002 - Present
Fidelity Investments June 2011 - June 2012
Woodstock Corporation April 2008 - June 2011
State Street March 2006 - April 2008
Skills
Equities, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Financial Services, Asset Allocation, Financial Analysis, Bloomberg, Derivatives, Strategic Financial..., Financial Modeling, Investment Management, Corporate Actions, Trading
Education
Providence College 2003 — 2005
Associates, Military Science (ROTC)
University of Massachusetts Dartmouth 2000 — 2005
Bachelors, Economics
Cambridge Associates May 2014 - Present
State Street May 2013 - May 2014
State Street April 2012 - May 2013
State Street June 2011 - March 2012
Signet Investment Advisory Group January 2011 - April 2011
Skills
Word, PowerPoint, Excel, Bloomberg
Education
Providence College 2007 — 2011
Bachelors of Science, Finance
Sankaty Advisors June 2014 - Present
State Street June 2013 - August 2013
The Groden Network "Your Autism Experts" September 2012 - December 2012
United States Senator Scott P. Brown (R-MA) June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Facebook, Event Planning, Customer Service, Interpersonal Skill, Communication Skills
Education
Providence College 2010 — 2014
BA, Psychology
Providence College Center for Theology and Religious Studies- Rome, Italy 2013 — 2013
Thayer Academy 2003 — 2010
ING U.S. June 1998 - Present
CitiStreet June 1998 - June 2008
State Street January 1996 - June 1998
Skills
Vendor Management, Financial Services, Business Analysis, Web Content Management, Information Technology, Team Building, Web Development, Project Delivery, Customer Service, Budget, Relationship Management, SDLC, Business Requirements, Budgets, Business Process...
Education
Providence College 1990 — 1994
B.S. Liberal Arts, Business and Spanish
Canton High School, Canton Ma
Axis Capital June 2007 - Present
Willis June 2005 - June 2007
Marsh June 2004 - June 2005
State Street October 2001 - June 2004
Skills
Underwriting, Insurance, Employment Practices..., D&O, Risk Management, Portfolio Management, Brokers, Asset Managment, Commercial Insurance, Professional Liability, Directors & Officers..., Fiduciary
Education
University of Georgia - Terry College of Business 2004 — 2007
MBA
Providence College 1997 — 2001
B.A., Economics / Finance
Westminster School 1993 — 1997
EY December 2014 - Present
EY June 2014 - August 2014
State Street June 2012 - August 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.)
Providence College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Saint Sebastian's School 2004 — 2010
High School Degree
State Street September 2005 - Present
Skills
Fund Accounting, Bloomberg, Investments, Due Diligence, Business Analysis, Process Improvement, Microsoft Excel, Internal Audit, Project Management, Business Process...
Education
Providence College 2001 — 2005
Bachelor of Arts (BA), Mathematics and Economics
State Street December 2014 - Present
New York Life Insurance Company February 2014 - December 2014
Canobie Lake Park November 2011 - January 2014
Canobie Lake Park March 2011 - October 2011
Canobie Lake Park May 2010 - June 2011
Canobie Lake Park May 2007 - June 2010
Skills
Leadership, Training, Public Speaking, Financial Planning, Wealth Management, Retirement Planning, Life Insurance, 401k, IRAs, Long-term Care, Strategic Financial..., Personal Financial..., Finance, Retirement, Outlook, Process Scheduler, Human Resources, Microsoft Office, FileMaker, Kronos
Education
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Saint John's Preparatory High School 2003 — 2007
Hasbro 2013 - Present
Hasbro June 2012 - 2013
State Street February 2012 - May 2012
J.P. Morgan November 2010 - February 2012
State Street November 2009 - November 2010
State Street December 2006 - November 2009
State Street December 2003 - December 2006
State Street September 2001 - December 2003
State Street December 1997 - September 2001
Skills
Program Management, Middle Office, Financial Services, Investments, Outsourcing, Due Diligence, Mutual Funds, Project Management, Derivatives, Accounting, Business Analysis
Education
Providence College 1989 — 1993
CVS Health May 2014 - Present
CVS Health July 2010 - May 2014
State Street 2008 - 2010
Investors Bank & Trust 2007 - 2008
Investors Bank & Trust 2006 - 2007
Skills
Financial Services, Financial Modeling, Investments, Fund Accounting, Mutual Funds, Investor Relations, Finance, Financial Analysis
Education
Providence College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Loomis, Sayles & Company May 2015 - Present
Loomis, Sayles & Company August 2014 - May 2015
State Street March 2014 - August 2014
State Street November 2012 - March 2014
State Street August 2011 - November 2012
Skills
Finance, Mutual Funds, Investments, Microsoft Excel, Accounting, Fund Accounting, Bloomberg Terminal, ETFs, Bloomberg, Fixed Income, Account Management
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Gatti & Associates January 2013 - Present
State Street June 2000 - January 2013
Skills
Financial Services, Training, Securities, Six Sigma, Project Management, Dedicated Professional, Operations Management, Dependable Team Player, Microsoft Excel, Account Reconciliation, Outsourcing, Teamwork, Corporate Finance, Loyal, Highly motivated..., Business Intelligence, Oral & Written..., Highly responsible, New Hires, Internet, Data Entry, Global Custody, Learning Quickly, Group Work, Hands-on Training, Multi Tasking, Lean Thinking, Highly effective, Sourcing
Education
Providence College 1996 — 2000
Bachelor of Science (B.S.), Management
The Depository Trust & Clearing Corporation January 2015 - Present
Omgeo August 2012 - December 2014
State Street June 2011 - August 2012
Quincy Public Schools May 2010 - June 2011
Anthony's Pier 4 May 2010 - May 2011
AXA Advisors May 2010 - August 2010
Winchester Country Club May 2004 - September 2005
Skills
Financial Analysis, PowerPoint, Microsoft Office, Bonds, Investments, Economic Modeling, Bloomberg
Education
Providence College 2007 — 2011
BA, Business Economics
Arlington Catholic High School 2003 — 2007
Babson Capital Management May 2014 - Present
Putnam Investments 2010 - 2014
State Street 2008 - 2010
MassMutual Financial Group January 2007 - 2007
Skills
Investments, Settlement, Portfolio Management, Financial Services, Securities, Trading, Bloomberg, Corporate Actions, Bonds, Derivatives, Equities, Fixed Income, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Financial Modeling
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Finance
State Street May 2015 - Present
State Street February 2006 - May 2015
Skills
Mutual Funds, Options, Equities, Fund Accounting, Securities, Bonds, Fixed Income, Investments, Portfolio Management, Financial Services, Derivatives, Asset Managment, Alternative Investments, Fund Administration, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Asset Management, Customer Service
Education
Providence College 1994 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 1990 — 1994
Bachelor's degree, Business Administration (Sports Management)
State Street April 2015 - Present
Fidelity Investments May 2014 - December 2014
U.S. Chamber of Commerce May 2013 - August 2013
Andrew Roraback for Congress April 2012 - November 2012
Highland Maintenance April 2008 - September 2011
Skills
Policy Analysis, Public Policy, Political Campaigns, Fundraising, Government, Strategic Communications, International Relations, Nonprofits, Community Outreach, International..., Leadership, Volunteer Management, Politics, Policy, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Research, Analysis, Teamwork
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Finance and Political Science
The Kingswood Oxford School 2007 — 2011
Honors
Grand Circle Corporation April 2013 - Present
State Street June 2011 - April 2013
Grand Circle Corporation December 2010 - May 2011
State Street December 2008 - January 2011
Black Rock Country Club May 2006 - September 2009
Skills
Software Documentation, Product Management, Microsoft Excel, Microsoft Office, Research, Event Management, Marketing Communications, Strategic Planning
Education
Providence College 2007 — 2011
BA, Mathematics, Theatre
Archbishop Williams High School 2003 — 2007
Coco, Early & Associates July 2014 - Present
Safari Tan February 2011 - Present
Self-employed November 2002 - Present
Envy Tanning October 2002 - Present
State Street September 1996 - July 2004
Skills
Sales, Customer Service, Management, Real Estate, Investment Properties, First Time Home Buyers, Residential Homes, Condos, Negotiation, Microsoft Excel
Education
Providence College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Street June 2015 - August 2015
State Street June 2014 - August 2014
Professional Flooring Corporation April 2013 - September 2013
Westwood Recreation Department June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Accounting
Education
Providence College 2012 — 2016
Bachelor of Science (B.S.), Accounting
Simmons College 2012 — 2013
Bachelor’s Degree, Accounting
Westwood High School, Westwood MA 2008 — 2012
High School Diploma
Santander Bank, N.A. (Sovereign Bank) 2000 - Present
Citizens Bank 1999 - 2000
State Street 1995 - 1999
First National Bank of Boston 1993 - 1995
Boston Safe Deposit and Trust Company 1987 - 1993
State Street 1985 - 1987
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Asset Based Lending, Loans, Lines Of Credit, Cash Management, Treasury Management, Loan Origination, Credit Risk
Education
Providence College
B.S., Finance
Windhaven Investment Management, Inc. and ThomasPartners, Inc. March 2012 - Present
GMO 2005 - February 2012
Fidelity Investments 2002 - 2005
State Street 1998 - 2002
Pioneer Investments 1985 - 1998
Skills
Mutual Funds, Hedge Funds, Risk Management, Financial Risk, Corporate Governance, Investments, Financial Services, Asset Management, Banking, Investment Management, Portfolio Management, Securities, Investment Advisory, Alternative Investments, AML, ETFs, Securities Regulation, Private Equity
Education
Suffolk University Law School 1981 — 1985
JD
Providence College 1976 — 1980
BS, Business Management
University of Oxford
International Law
Wells Fargo Securities February 2012 - Present
State Street January 2010 - February 2012
CB Richard Ellis December 2007 - February 2008
Skills
ETFs, Bloomberg, Financial Services, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Raising, Fundraising, Capital Markets
Education
Providence College
Wellesley High School
EWM October 2014 - May 2015
Rockefeller Financial June 2011 - October 2014
Lacrosse Global Fund Services October 2010 - June 2011
State Street February 2008 - October 2010
Base Management May 2006 - August 2007
Skills
Portfolio Management, Account Reconciliation, Trading, Management, Due Diligence, Mutual Funds, Business Development, Auditing, Mergers & Acquisitions, Bloomberg, Equities, Fixed Income, Asset Management, Fund Accounting, Hedge Funds
Education
Providence College 2003 — 2007
Bridgton Academy 2002 — 2003
Fairfield Prep
State Street March 2015 - Present
Regan & Associates, Inc. July 2012 - February 2015
Cohasset Swim Center June 2006 - September 2009
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Spanish, Microsoft Office, Social Media, Facebook, Time Management
Education
Providence College 2012 — 2014
Accounting Certificate, Accounting
Providence College 2008 — 2012
Bachelor of Arts (B.A.), History
Synechron June 2014 - Present
State Street May 2013 - May 2014
Headstrong March 2011 - April 2013
Barclays Capital September 2009 - October 2010
Merrill Lynch May 2007 - May 2009
Headstrong May 2007 - May 2009
Sapient April 2006 - May 2007
Skills
Investment Banking, Trading Platforms, Calypso, Capital Markets, Financial Services, Functional Requirements, Trading Systems, Equities, Testing, Back Office, Derivatives, Quality Center, Interest Rate..., Equity Derivatives, Fixed Income, Credit Derivatives, Requirements Analysis, Business Analysis, Middle Office, SDLC, Money Market, Market Data
Education
Punjab Technical University
Master of Science (M.Sc.), Information Technology
Hill Holliday June 2015 - Present
Office Resources, Inc. August 2014 - June 2015
Wellesley Information Services- IBM Division October 2013 - May 2014
Providence College Hockey Department August 2010 - May 2014
Blue Cross Blue Shield of Massachusetts May 2013 - August 2013
Paxton 1345 December 2012 - January 2013
Rockland Trust Company May 2012 - August 2012
State Street May 2011 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Advertising, Facebook, Marketing Communications
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
State Street May 2012 - Present
State Street 2007 - May 2012
State Street October 2001 - March 2007
Skills
Capital Markets, Financial Risk, Fixed Income, Leadership, Management, Mutual Funds, Relationship Management, Risk Management, Securities Lending, Investments
Education
Providence College 1995 — 1999
BA, Political Science
State Street March 2015 - Present
State Street Corp April 2005 - March 2015
Slades Bank July 2006 - May 2007
State Street Corp April 2003 - April 2005
State Street Corp February 2001 - April 2003
State Street Corp May 2000 - February 2001
State Street Corp March 1999 - May 2000
Skills
Accounting, Finance, Team Leadership, Internal Controls, Fund Accounting, Fixed Income, Equities, Financial Analysis, Financial Reporting, Essbase, Account Reconciliation, Variance Analysis, Financial Modeling, General Ledger, Strategic Financial..., Cash Management, Forecasting, Financial Accounting, Derivatives, Corporate Actions, Swaps, Money Market, Corporate Finance, Fund Of Funds, Managerial Finance, Accounts Payable, Banking, Accounts Receivable, Process Improvement, Financial Services, Cash Flow, Financial Statements, Financial Audits, Business Analysis, SEC filings, Cost Accounting, Accruals, Internal Audit, Fixed Assets, Sarbanes-Oxley, Oracle E-Business Suite, Financial Planning, Portfolio Management, Investments, Mutual Funds
Education
Providence College 2003 — 2005
MBA, Finance
Providence College 2003 — 2004
Graduate Certificate, Financial Markets & Services
University of Massachusetts Dartmouth 1996 — 1999
B.S., Accounting
University of Massachusetts, Amherst 1994 — 1996
Accounting
State Street September 2014 - Present
State Street November 2012 - September 2014
U.S. Bank July 2012 - November 2012
US Bank August 2009 - August 2012
U.S. Bank March 2011 - July 2012
Skills
Bloomberg, Equities, Loans, Bonds, Bloomberg Terminal, Finance, Accounting, Financial Analysis, Investments, Financial Services, Banking
Education
Suffolk University - Sawyer Business School 2015 — 2017
MSA, Accounting
Providence College 2005 — 2009
Bachelor's degree, Accounting and Finance
WB Mason June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Teaching, Teamwork, Access
Education
Providence College 2010 — 2014
Business, Management, Marketing, and Related Support Services
State Street September 2013 - Present
State Street July 2007 - August 2013
State Street July 2005 - July 2007
Skills
Fund Accounting, Mutual Funds, Bloomberg, Equities, Financial Services, Securities, Fund Administration, Reconciliations, Derivatives, Global Custody, Account Reconciliation, Swaps
Education
Suffolk University - Sawyer School of Management 2010 — 2013
M.B.A., Accounting
Providence College 2001 — 2005
B.S., Business Management
State Street Global Advisors September 2013 - Present
State Street September 2005 - August 2013
State Street 2001 - August 2005
State Street 1995 - 2001
Education
Providence College 1990 — 1994
Business Administration and Management, General
State Street July 2013 - Present
Endurance June 2011 - February 2012
Concannon Fitness Center September 2010 - December 2011
The Home Depot May 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Time Management
Education
Providence College 2009 — 2013
B.S., Accounting, Finance
University of Wollongong 2012 — 2012
Study Abroad
Fairfield Warde High School 2005 — 2009
High School Diploma
CEB April 2012 - Present
TowerGroup April 2009 - April 2012
TowerGroup March 2006 - April 2009
State Street August 2004 - March 2006
Education
Providence College 2000 — 2004
Bachelor's Degree, Business Economics & Finance
Washington Nationals November 2013 - Present
Washington Nationals March 2011 - November 2013
Washington Nationals May 2010 - March 2011
Brown Brothers Harriman July 2008 - July 2009
Curry College Men's Rugby September 2008 - May 2009
State Street September 2006 - July 2008
Walgreen's Pharmacy April 2005 - March 2006
Skills
Microsoft Office, Customer Service, Management, Coaching, Microsoft Excel, PowerPoint, Social Media, Sales, Microsoft Word, Event Planning, Event Management, Account Management, Sports Marketing, Marketing, Sponsorship, Social Networking, Sports, Sports Management, Social Media Marketing, New Business Development, Public Relations
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Providence College 2002 — 2006
B.A., Political Science & Spanish
Boston College High School 1998 — 2002
Gold's Gym Pawtucket May 2015 - Present
Sturdy Memorial Hospital June 2013 - Present
RBS Citizens Bank March 2013 - June 2013
Bank of America September 2012 - January 2013
Collette Vacations February 2011 - May 2012
State Street Bank September 2008 - June 2010
State Street January 2008 - September 2008
Randstad Temporary work agency November 2006 - December 2007
Radio Disney January 2006 - June 2006
Skills
Excel, PowerPoint, Customer Service, Microsoft Office, Word, Mentoring, Marketing Communications, Financial Reporting, Advertising, Problem Solving, Outlook, Teamwork, Analysis, Reimbursement, Policy Analysis, Microsoft Excel, Microsoft Word, Event Planning, Time Management, Marketing, Data Analysis, Budgets, Program Management, Accounting, Sales
Education
Providence College 2010 — 2011
Masters, MBA, 3.72
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors degree in Business, Business Administration
State Street August 2015 - Present
Energi Insurance Services, Inc. June 2014 - August 2014
Skills
Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Business Management
St. John's Prep, Danvers, MA. 2008 — 2011
College Preparatory
State Street June 2015 - Present
Providence College September 2011 - May 2015
GXT Green June 2014 - August 2014
Skills
Marketing, Microsoft Excel, Teamwork, Public Speaking, Microsoft Office, Social Media, PowerPoint, Communication, Problem Solving, Time Management, Economics, Statistics, Mutual Funds
Education
Providence College 2011 — 2015
Bachelor of Arts (BA), Business/Managerial Economics
NBW CAPITAL October 2014 - Present
Taylor Investment Counselors May 2008 - October 2014
State Street 2002 - 2008
Computershare May 1997 - May 2002
Skills
Securities, Portfolio Management, Asset Managment, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Vendor Management, Corporate Actions, Financial Services, Bloomberg, Team Leadership, Mergers & Acquisitions, Finance, Asset Management, Wealth Management, Customer Service, Business Analysis, Fixed Income, Training, Investments, Financial Risk, Due Diligence, Fund Accounting, Business Strategy, Project Management, Process Improvement, Banking, Trading, Financial Modeling, New Business Development, Financial Analysis, Risk Management, Back Office, Microsoft Excel, Customer Retention, Insurance, Operations Management, Relationship Management, Team Building, Trading Systems
Education
Providence College 1991 — 1995
Canton High School
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
Berkshire Bank July 2013 - Present
State Street August 2011 - July 2013
Salem Five Bank May 2011 - August 2011
Skills
Microsoft Excel, Banking, Reconcilement, Fund Accounting, Lines Of Credit, Loans, Finance, Bloomberg, Social Networking, Financial Analysis, Financial Services, Investments, Accounting, Portfolio Management
Education
Providence College 2007 — 2011
Bachelor's degree, Finance, General
State Street January 2014 - Present
Skills
Valuation, Securities, Mutual Funds, Financial Analysis, Finance, Analysis, Accounting, Customer Service, Investments, Business Analysis
Education
Providence College 2009 — 2015
Bachelor’s Degree, Accounting and Finance
Citizens Financial Group, Inc. September 2014 - Present
State Street January 2014 - Present
RBS Citizens April 2012 - December 2013
CVS Caremark Corporation February 2006 - April 2012
Skills
Employment Law, Contract Negotiation, Negotiation, Risk Management, Mergers & Acquisitions, Human Resources, Leadership, Financial Services, Banking, Contract Management, Pharmaceutical Industry, Management, Process Improvement, Insurance, Strategy
Education
Suffolk University Law School 1997 — 2000
JD, Law
Providence College 1993 — 1997
BS, Health Policy Management
State Street August 2011 - Present
Province Mortgage Associates September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Portfolio Management, Outlook, Microsoft Office, Microsoft Word, Research, Social Media, Analysis, Data Analysis, Event Planning, Finance
Education
Providence College 2007 — 2011
Bachelor of Science (B.S.)
Monsignor Donovan
Pandora May 2015 - Present
PGR Media June 2013 - May 2015
PGR Media March 2012 - May 2013
PGR Media June 2010 - February 2012
PGR Media January 2010 - May 2010
State Street June 2007 - August 2007
Providence College September 2006 - May 2007
Skills
Media Buying, Media Planning, Digital Marketing, Integrated Marketing, Digital Media
Education
Providence College 2006 — 2010
Bachelor of Arts, English Literature, Spanish Language
Universitat de València 2009 — 2009
Study Abroad, Spanish Language and Literature, Spanish Cinema
Fontbonne Academy 2002 — 2006
High School Diploma
Liberum - Investment Banking, Research, Sales and Trading April 2015 - Present
ICR November 2011 - March 2015
State Street June 2011 - October 2011
Skills
Bloomberg Terminal, Excel, Organized, Professional, Detail-Oriented, Quick Study, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Financial Reporting, Marketing, Organizational..., Management, Analysis, Market Research
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Fontbonne Academy 2003 — 2007
High School Diploma, 2007
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
State Street Global Markets January 2015 - Present
State Street Global Markets November 2013 - January 2015
State Street Global Markets July 2012 - November 2013
State Street January 2011 - June 2012
The 360 Huntington Fund September 2010 - December 2011
State Street October 2008 - January 2011
Skills
Investments, Mutual Funds, Finance, Securities, Asset Management, Banking, Trading, Auditing, Bloomberg, Accounting, Financial Services, Fixed Income, Hedge Funds, Equities, Microsoft Excel
Education
Providence College 2004 — 2008
BS, Business Management
Northeastern University
Currently Enrolled, MBA
Goldman Sachs January 2013 - Present
Goldman Sachs June 2010 - December 2012
Goldman Sachs June 2009 - August 2009
State Street June 2006 - July 2008
Skills
Derivatives, Trading, Mutual Funds, Portfolio Management, Investments, Bloomberg, Equities, Options, Analysis, Financial Modeling, Fixed Income, Hedge Funds, Securities, Alternative Investments, Bonds, Capital Markets, Valuation, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Investments and Securities, 3.8
Providence College 2002 — 2006
BA, Economics
Bank of America 2013 - Present
The Hartford September 2010 - November 2012
State Street June 2008 - October 2010
Deloitte November 2007 - May 2008
HCL Technologies April 2006 - October 2007
Skills
PeopleSoft, PeopleCode, FSCM, global HCM, Accounts Payable, Accounts Receivable, General Ledger, Billing Systems, Cash Management, SQR, Oracle PL/SQL..., Oracle, application messaging, Application Designer, Component interface, Process Scheduler, Application Package, XML publisher, Work Flow, Integration Broker, Tree Manager, PS Security, Data Mover, Connect Direct, XML Publisher, MAPI, Interfaces, Computer Security, Brokers, Databases, Business Process, SDLC, PL/SQL, Crystal Reports, SQL, Integration, Technical Recruiting
Education
PSG College of Technology 1999 — 2002
Computer Engineering
Loyola School , OOTY , India 1996 — 1997
High School/Secondary Diplomas and Certificates
Pontoon Solutions September 2014 - Present
Kelly Services February 2014 - August 2014
Randstad Sourceright US June 2013 - February 2014
Randstad Sourceright US August 2011 - June 2013
OrderMotion March 2011 - August 2011
Randstad Sourceright US January 2008 - March 2011
Randstad Professional February 2006 - January 2008
State Street August 2004 - February 2006
Skills
Sales Operations, Contract Recruitment, Program Management, Vendor Management, Talent Management, Recruiting, Onboarding, CRM, Staffing Services, Technical Recruiting, Applicant Tracking..., Internet Recruiting, Sourcing, Talent Acquisition, Business Development, Salesforce.com, Human Resources, Account Management, Cold Calling, Temporary Placement, Time Management, Strategy, Process Improvement, Temporary Staffing
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Business Management
Fidelity Investments August 2012 - Present
Fidelity Investments August 2007 - August 2012
Investors Bank & Trust August 2006 - August 2007
MFS Investment Management October 2004 - August 2006
State Street September 1996 - October 2004
Skills
Mutual Funds, Investments
Education
Providence College
Bachelor of Science (BS), Finance
Blue School August 2013 - Present
Brown Brothers Harriman April 2011 - July 2013
Brown Brothers Harriman June 2010 - April 2011
Brown Brothers Harriman April 2006 - June 2010
State Street August 2005 - April 2006
Skills
Fundraising, Non-profit..., Event Planning, Fundraising Campaign..., Non-profit Development, Non-profits..., Event Production, Client Service, Bloomberg, Corporate Actions, Reconciliation, Securities, DTC, Accounting, Account Reconciliation, Xcel, Management, Client Services, Global Custody, Financial Services
Education
Providence College 2001 — 2005
2005, Marketing
Expect Miracles Foundation - Financial Services Against Cancer 2012 - Present
Coyle & Cassidy High School March 2007 - Present
Taunton Dynamites April 2003 - Present
Boys and Girls Club of Taunton 2001 - Present
Bill Blackwell Foundation 1996 - Present
EXPECT MIRACLES FOUNDATION 1995 - Present
Mutual Funds Against Cancer 1995 - Present
State Street April 1985 - July 2012
KPMG (Peat, Marwick, Mitchell & Co.) 1981 - 1985
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Private Equity, Asset Management, Investments, Due Diligence, Derivatives, Customer Relations, Fixed Income, Mergers, Product Development, Accounting, Portfolio Management, Business Strategy, Banking, Wealth Management, Strategic Planning, New Business Development, Risk Management, Public Speaking, Negotiation, Sales Management, Corporate Governance, Business Analysis, Asset Managment, Fund Accounting, Relationship Management, Customer Service, Financial Services, Strategy, Securities, Finance, Management, CRM, Mergers, Valuation
Education
Providence College 1974 — 1978
BS, Business Administration-Accounting
Coyle & Cassidy High School 1970 — 1974
Federal Trade Commission, Bureau of Economics August 2014 - Present
Federal Trade Commission, Bureau of Competition October 2011 - Present
State Street July 2011 - October 2011
Fidelity Investments June 2010 - August 2010
Camp Finberg June 2008 - August 2009
County Square Pharmacy October 2004 - January 2008
Skills
Microsoft Excel, Lexis, Legal Research, Westlaw, Investments, Stata, SAS, ArcGIS, Microsoft Office, PowerPoint, MCH, Wordperfect, CaseMap, Trial Director, DocuMatrix, Concordance, Brio Reports, Renlar Systems, XTRAC, Competition Law, Adobe Photodeluxe
Education
Providence College 2007 — 2011
B.A., Quantitative Economics
Attleboro High School 2003 — 2007
PanAgora Asset Management March 2008 - Present
State Street October 2007 - February 2008
Investors Bank & Trust 2006 - 2007
Skills
Mutual Funds, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Financial Services
Education
Providence College 2002 — 2006
Bachelor of Science, Finance
Advent International April 2013 - Present
State Street March 2011 - April 2013
Credit Suisse January 2011 - March 2011
Genesis Networks Inc June 2009 - August 2009
Cherry Capital, LLC June 2008 - August 2008
Skills
Corporate Finance, Hedge Funds
Education
Providence College 2006 — 2010
BS, Finance
Providence College 2006 — 2010
Bachelor of Science, Finance
State Street June 2015 - Present
State Street Technology Zhejiang January 2014 - June 2015
State Street Technology Zhejiang June 2012 - January 2014
State Street December 2010 - June 2012
State Street January 2010 - November 2010
Silvercrest Asset Management May 2008 - May 2009
Providence College February 2008 - May 2009
Marathon Capital May 2008 - October 2008
Winchester Investments September 2006 - December 2006
Skills
Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Private Equity, Due Diligence, Hedge Funds, Research, Microsoft Word, Networking, Valuation, Management, Public Speaking, Marketing, Investments, Sales, Financial Analysis, Social Media
Education
Providence College 2007 — 2009
Masters, Business Administration
Providence College 2003 — 2007
B.A., English
NextLabs, Inc. October 2014 - Present
KnowledgeLake 2013 - October 2014
Brainloop Inc. April 2009 - August 2013
Mimecast February 2008 - February 2009
Endeca Technologies May 2007 - February 2008
Unica August 2004 - May 2007
State Street October 1999 - August 2004
Skills
SaaS, Salesforce.com, Enterprise Software, Solution Selling, Cloud Computing, Lead Generation, Direct Sales, Professional Services, Account Management, Sales Process, Strategic Partnerships, CRM, New Business Development, Product Management, Sales Management, Business Development, Email Marketing, Sales Operations, Online Marketing, Business Intelligence, Selling, Strategy, Start-ups, Sales, Management, Entrepreneurship, Go-to-market Strategy
Education
Providence College 1994 — 1999
Bachelor of Science, Computer Science / Marketing
Boston College High School
RW Pressprich September 2009 - Present
Merrill Lynch April 2006 - September 2009
State Street 2003 - 2006
Education
Providence College 1999 — 2003
OppenheimerFunds May 2010 - Present
OppenheimerFunds March 2008 - May 2010
Natixis Global Associates March 2006 - March 2008
State Street April 2004 - March 2006
Skills
Alternative Investments, Asset Allocation, Capital Markets, Investments, Mutual Funds, Series 7, Equities, Portfolio Management, Series 63, Financial Services, Asset Management, Fixed Income, Hedge Funds
Education
Providence College 1999 — 2003
Ernst & Young September 2008 - Present
EY 2001 - 2015
Ernst & Young March 2005 - September 2008
Ernst & Young January 2004 - March 2005
Ernst & Young LLP March 2001 - January 2004
State Street June 2000 - March 2001
Skills
Tax Research, Tax, Tax Preparation, Accounting, Corporate Tax
Education
Providence College 1995 — 1999
State Street Bank 2003 - Present
State Street 2003 - 2008
Deutsche Bank 1995 - 2003
Deutsche Bank 1995 - 2003
Education
Providence College 1990 — 1994
Math, Math, Business
State Street Brokerage ManagerLiberty Financial1994 - 1998
Skills
Market Data, Trading Systems, Fixed Income, Derivatives, Bloomberg, Electronic Trading, Capital Markets, Equities, Financial Markets
Education
Providence College 1988 — 1992
Beacon Consulting Group November 2012 - Present
Wipro Technologies February 2012 - August 2012
ORBIS FINANCIAL SERVICES GROUP LLC June 2011 - February 2012
State Street Corporation January 2008 - December 2010
State Street April 2003 - December 2007
Scudder Investments June 1999 - 2003
Scudder Trust Company 1996 - 1998
Skills
Operations Management, Mutual Funds, Financial Services, Risk Management, Budgets, Management, Strategic Financial..., Project Management, CRM, Institutional Investors, Outsourcing, Portfolio Management, Accounting, Transfer Agency, Trading, Relationship Management, Asset Managment, Leadership, Team Leadership, Fixed Income, Securities, Hedge Funds, Asset Management, Institutional...
Education
Providence College 1985 — 1989
BA, Economics
Harvard Management Company July 2013 - Present
Harvard Management Company May 2010 - June 2013
Harvard Management Company February 2008 - May 2010
State Street Global Advisors January 2005 - 2008
Robert Half International September 2003 - January 2005
State Street September 2000 - September 2003
Skills
Hedge Funds, Derivatives, Financial Services, Fixed Income, Bloomberg, Equities, Alternative Investments, Asset Management, Securities, Mutual Funds, Capital Markets, Portfolio Management, Investments, Fund Accounting, Valuation, Trading, Trading Systems, Investment Management, Middle Office
Education
Providence College 1996 — 2000
BS, Finance
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
SSC July 2010 - Present
State Street February 2008 - May 2010
SSgA Interactive February 2005 - February 2008
Education
Purchase College, SUNY
JP Morgan Chase June 2006 - Present
Investors Bank & Trust June 2005 - June 2006
State Street February 2001 - January 2005
Fidelity Investments 2005 - 2005
Skills
Mutual Funds, Fund Accounting, Custody, Settlements, Software Project..., Project Implementation, Lean Initiatives, Client Service, Client Relationship..., Process Improvement, Process Engineering, Risk Management, Change Management, Internal Audit, Financial Reporting, Sungard, Board Reporting, Talent Assessment, Performance Improvement, Performance Management, Metrics Analysis, Compliance Audits, Global Custody, Corporate Actions, Internal Controls
Education
Providence College 1990 — 1994
BS, Business Administration
Stone Coast Fund Services October 2008 - Present
Citi August 2007 - August 2008
Bisys Hedge Fund Services October 2004 - July 2007
State Street June 2003 - October 2004
Skills
Equities, Hedge Funds, Fund Accounting, Fund Administration, Alternative Investments, Derivatives, Bonds, Fund Of Funds, SSAE 16, Investments, Mutual Funds, Financial Services, Accounting, Management, Securities, Fixed Income
Education
Providence College
Bachelor of Arts (B.A.), Economics
State Street January 2014 - Present
State Street March 2011 - January 2014
State Street February 2008 - March 2011
State Street August 2006 - March 2008
State Street September 2005 - August 2006
State Street August 2004 - September 2005
State Street July 2003 - August 2004
Skills
Bloomberg, Fund Administration, Money Market
Education
Suffolk University 2004 — 2006
MBA, Accounting
Providence College 1999 — 2003
Finance
BNY Mellon May 2013 - Present
State Street Bank April 2003 - April 2013
State Street Bank April 1996 - April 2003
State Street November 1993 - April 1996
State Street September 1992 - November 1993
Skills
Collateral Management, Securities Lending, Securities, Alternative Investments, Money Market, Hedge Funds, Equities, Asset Management, Treasury Management, Fixed Income, Risk Management, Corporate Actions, Bloomberg, Financial Services, Middle Office, Equity Trading
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Finance
Providence College 1987 — 1991
BS, Accounting
Cardinal Spellman High School 1983 — 1987
Iron Mountain March 2012 - Present
Sapient August 2010 - March 2012
State Street February 2008 - August 2010
Fidelity Investments February 2005 - February 2007
EMD Serono September 2004 - January 2005
Skills
Procurement, Strategic Sourcing
Education
Providence College 1980 — 1984
BA, Spanish/Public Administration
SunGard January 2015 - Present
SunGard October 2013 - December 2014
State Street April 2011 - February 2013
eSecLending January 2009 - May 2011
eSecLending November 2004 - January 2009
Brown Brothers Harriman June 2001 - November 2004
State Street June 1998 - June 2001
State Street November 1996 - June 1998
State Street September 1993 - October 1996
Skills
Fixed Income, Securities Lending, Global Client Management, Relationship Management, New Business Development, Financial Services, Collateral Management, Global Custody, Prime Brokerage, Emerging Markets, Mutual Funds, Risk Management, Securities, Investment Management, Investments, Asset Management, Trading, Banking, Financial Risk, Private Equity, Hedge Funds, Strategy, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management November 2010 - March 2013
Columbia Management December 2006 - November 2010
Morgan Stanley November 2004 - November 2006
State Street 2003 - 2004
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Qualified Retirement..., Retirement Plan..., Microsoft Excel, PowerPoint, AIF, Relationship Management, 401k, Retirement, Morningstar, Defined Contribution, Series 65, Separately Managed..., Spreadsheets
Education
Suffolk University - Sawyer Business School 2008 — 2012
MBA
Providence College 1999 — 2003
BS, Finance, minor in Mathematics
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2011 - August 2012
State Street Bank January 2011 - December 2011
State Street January 2006 - January 2011
Skills
Finance
Education
Providence College 1999 — 2003
BS, Business
State Street August 2012 - Present
State Street January 2008 - August 2012
Saint Anselm College August 2001 - May 2003
Fidelity Investments May 2000 - August 2001
Fidelity Investments 2000 - 2001
Skills
Nursing, Conflict Resolution, Account Reconciliation, Customer Service, Research, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Critical Thinking, Data Entry, Microsoft Word, Time Management, Leadership, Teamwork, Community Outreach
Education
Saint Anselm College 2001 — 2003
Providence College 1996 — 2000
Humanities, Art and Creative Writing
State Street April 2007 - Present
State Street October 2003 - April 2007
State Street August 1997 - October 2003
North Fork Bank 1990 - 1997
Skills
Business Analysis, Operations Management, Bloomberg, Back Office, Risk Management, Process Improvement, Problem Solving, Presenting to Clients, Requirements Analysis, Business Requirements, Cross-functional Team..., Management, Project Management, Mergers & Acquisitions, Integration, Investments, Analysis, Fixed Income, Financial Services, Mutual Funds
Education
Providence College 1993 — 1997
BS, Chemistry
Southold High School
Wells Capital Management November 2001 - Present
State Street August 1998 - August 2001
Skills
Investment Strategies, Hedge Funds, Fixed Income, Equities, Investment Management, Asset Managment
Education
Providence College 1988 — 1992
Bachelor, Accounting
Providence College August 2007 - Present
State Street October 2006 - July 2007
Education
Providence College 2007 — 2009
MBA, Management
Providence College 2002 — 2006
BS, Business Managment
State Street November 2011 - Present
AllianceBernstein April 2008 - November 2011
AllianceBernstein July 2006 - April 2008
Skills
Middle Office, Asset Management, Trade Support, Foreign Exchange, Management Reporting, Data Analysis, Trade Reconciliation, Settlements, GTSS, CLS, Non-deliverable Forwards, KPI Reports, Trade Processing, Bloomberg, Trading, Settlement
Education
Purchase College, SUNY 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Cum Laude
Citizens Financial Group, Inc. August 2015 - Present
RBS Citizens April 2012 - Present
RBS Citizens September 2007 - April 2012
State Street September 2004 - August 2007
Bank of America August 2003 - August 2004
Fleet Bank June 1995 - July 2003
Skills
Enterprise Risk..., Internal Audit, Financial Risk, Risk Management, Operational Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
State Street November 2010 - Present
State Street November 2008 - October 2010
Education
Providence College 2000 — 2004
BS, Finance
Janus Capital Group February 2015 - Present
Janus Capital Group September 2013 - February 2015
State Street July 2007 - August 2013
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Financial Modeling, Hedge Funds, Securities, Investments, Alternative Investments, Asset Management, Financial Reporting, Capital Markets, Portfolio Management, Accounting, Risk Management, Sarbanes-Oxley Act, Bonds, Auditing
Education
Providence College 2003 — 2007
BS, Finance
State Street Assistant Vice PresidentState Street1983 - 2009
Education
Providence College 1983 — 1987
BS, Business
TD March 2012 - Present
State Street May 2011 - March 2012
Bank of America, State Street, Citizens Bank and TD Bank September 2006 - April 2011
Alima Corporation April 2003 - April 2007
JP Morgan 1995 - 2003
JPMorgan Chase & Co. 1995 - 2003
State Street 1986 - 1995
Education
High School
High School
Providence College
Bachelor of Science (B.S.), Accountancy
Randolph High School
TD May 2015 - Present
TD February 2015 - May 2015
BNY Mellon July 2013 - January 2015
State Street May 2011 - July 2013
Banco Santander July 2006 - May 2011
Skills
AML, Risk Management, Financial Risk, Risk Assessment, Due Diligence, KYC, Banking, Operational Risk, Fixed Income, Financial Services, OFAC, Bank Secrecy Act, Fraud, USA PATRIOT Act, Operational Risk..., Alternative Investments, Financial Regulation, Mutual Funds, Hedge Funds, Investments, Anti Money Laundering, Risk Analysis, Fraud Detection, Relationship Management, Fund Administration, Asset Management, Strategic Planning, Project Management, Problem Solving, SEC Financial Reporting, SEC Filings, SEC Regulations, Liquid Alternatives, ETFs, Regulatory Affairs, Cross-border..., Letters of Credit, Enterprise Risk..., Governance, Strategy
Education
Providence College 2000 — 2004
B.S.
Boston College H.S. 1996 — 2000
State Street August 2014 - Present
State Street Bank December 2011 - Present
State Street Bank July 2010 - December 2011
State Street Corporation (formerly Investors Bank and Trust) June 2005 - January 2011
State Street Corporation (formerly Investors Bank and Trust) June 2004 - June 2005
Investors Bank and Trust June 2002 - June 2004
BancBoston Capital August 2000 - June 2002
Investors Bank and Trust August 1999 - August 2000
Skills
Fund Accounting, Finance, Financial Reporting, Investments, Accounting, Mutual Funds, Valuation, Alternative Investments, Portfolio Management, Auditing, Equities, Management, Bloomberg, Financial Services, Analysis, Private Equity, Internal Controls
Education
Sawyer School of Management, Suffolk University
M.S, Accounting
Providence College 1995 — 1999
B.A, Business Economics
TA Associates September 2013 - Present
Audax Group May 2011 - August 2013
State Street June 2008 - May 2011
Anheuser-Busch June 2005 - June 2008
Skills
Fund Accounting, Bloomberg, Financial Analysis, Securities, Equities, Financial Reporting, Fixed Income, Investments, Accounting, Valuation, Asset Management, Financial Services, Account Reconciliation, Finance, Alternative Investments, Portfolio Management, Corporate Actions, Mutual Funds
Education
Providence College 2004 — 2008
B.S, Management
St. John's Prep 2000 — 2004
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
State Street July 2013 - Present
Midway United Limited May 2009 - June 2013
American Medical Response August 2007 - February 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Variance Analysis, Corporate Finance, Accounting, Financial Forecasting, Budgets, Microsoft Excel, Strategic Financial..., Cost Accounting, Analysis, Finance, Financial Accounting, Account Reconciliation
Education
Providence College 2005 — 2009
BS, Business Management
JPMorgan Chase 2012 - Present
Citi May 2010 - August 2010
State Street January 2010 - May 2010
Boston Celtics May 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel
Education
Providence College 2007 — 2011
Boston University London Internship
CBRE July 2015 - Present
CBRE January 2013 - Present
Ultimate Bootcamp October 2012 - April 2013
State Street June 2012 - January 2013
Nordstrom May 2009 - January 2012
Clear Channel Communications June 2011 - August 2011
Providence Bruins September 2010 - December 2010
George P Johnson June 2010 - August 2010
Boston Event Works May 2009 - August 2009
Skills
Social Media, Media Relations, Marketing, CRM, Digital Media, Data Analysis, Recruiting, New Business Development, Teamwork, Team Building, Entrepreneurship, Spanish, Analysis, Project Planning, Blogging, Customer Satisfaction, Editing, Direct Sales, Analytics
Education
Università Cattolica del Sacro Cuore 2011 — 2011
Management, Economics, Italian
Providence College
Bachelor of Science (BS), Business Management
Committee to Re-Elect Senator Sal DiDomenico June 2010 - Present
Committee to Elect Peter Smulowitz March 2010 - May 2010
State Street June 2008 - November 2009
Education
Providence College 2004 — 2008
BA, Political Science, Business Studies, Public Administration
Bashamif International April 2010 - Present
ANJOLA VENTURES October 2004 - Present
State Street July 1999 - May 2009
Video Premier November 1997 - June 1999
Skills
Negotiation, Strategic Planning, Business Strategy, Customer Service, New Business Development, Construction Management, Management Consulting, Accounting, Team Building, Public Relations, Social Media, Budgets, Microsoft Office, Public Speaking, QuickBooks, Fundraising, Nonprofits, Financial Analysis, Blogging, Residential Homes
Education
Providence College 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
Federal Polytechninc, Ilaro, Nigeria 1988 — 1993
HND, Accountancy
State Street July 2007 - Present
Education
Providence College 1997 — 2001
BA, Finance
State Street September 1999 - Present
Education
Providence College 1993 — 1997
Bachelor of Science
State Street October 2012 - Present
Rhode Island Housing June 2011 - October 2012
Kennebunk Parks and Recreation June 2009 - August 2010
Stop & Shop April 2006 - February 2009
Education
Providence College 2008 — 2012
Bachelors of Science, Finance
State Street Global Markets June 2012 - Present
J.P. Morgan May 2008 - May 2012
Deutsche Asset Management November 2004 - May 2008
State Street September 1996 - October 2004
Skills
Superior Client Service, Business Relationship..., Project Management, Organized Multi-tasker, Process Improvement, Procedure Development
Education
Providence College 1992 — 1996
Bachelor of Arts (BA), Mathematical Economics, 3.3
BNY Mellon 2013 - Present
BNY Mellon - Asset Management 2005 - 2013
State Street 1993 - 2005
Skills
Fixed Income, Equities, Securities, Derivatives, Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Asset Management, Middle Office, Corporate Actions, Risk Management, Investments, Global Custody, Back Office, Fund Accounting, Trading Systems
Education
Providence College 1988 — 1992
B.S.
JP Morgan February 2008 - Present
State Street June 2004 - January 2008
Education
Providence College 2000 — 2004
Bachelor of Science (BS), Accounting
State Street June 2015 - Present
Providence College Club Basketball November 2013 - Present
Wyman Gordon May 2013 - August 2014
Ocean State Waves Baseball November 2013 - April 2014
Providence College Concannon Fitness Center September 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, English, Java, HTML, C, Marketing, Sales
Education
Providence College 2011 — 2015
Bachelor's Degree, Marketing
Westborough High School 2007 — 2011
State Street Global Advisors December 2012 - Present
State Street December 2005 - December 2012
State Street August 2001 - December 2005
Quick & Reilly/Fleet Boston Financial May 1999 - August 2001
Skills
Performance Attribution, Fixed Income, Equities, Business Analysis
Education
Providence College 1995 — 1999
BS, Finance
State Street July 2003 - Present
North Easton Savings Bank May 2000 - July 2003
Education
Providence College 1989 — 1993
Master of Business Administration (MBA), Accounting
Greystar January 2015 - Present
State Street June 2011 - December 2014
New York Life Insurance Company September 2010 - April 2011
Skills
Accounting, Fund Accounting, Mutual Funds, Cash Management, Account Reconciliation, Financial Reporting, Financial Statements, Financial Analysis, Asset Management, Real Estate, Investment Properties, Rentals, First Time Home Buyers, Sellers, Foreclosures, Buyers, Residential Homes, Condos
Education
Providence College
Bachelor's degree, Accounting and Business/Management
Lincoln Sudbury H.S.
State Street August 2015 - Present
Partners HealthCare March 2013 - Present
State Street Bank January 2012 - March 2013
State Street Bank September 2007 - January 2012
Investors Bank and Trust September 2006 - September 2007
Skills
Microsoft Excel
Education
Providence College
Bachelor's degree, Economics
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Providence College November 2013 - Present
Providence College September 2012 - Present
State Street June 2014 - August 2014
Skills
Pianist, Java, C++, Game Maker Language, C#, SQL
Education
Providence College 2012 — 2016
Computer Science
Marshfield High School 2008 — 2012
Fidelity Investments October 2007 - Present
State Street January 2006 - August 2007
Education
Providence College 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Massachusetts, Amherst 2001 — 2003
Business/Managerial Economics