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
Kushner Companies September 2015 - Present
SaxBST October 2011 - September 2015
State Street May 2011 - October 2011
Skills
Accounting, GAAP, Financial Analysis, Anti Money Laundering, OMB Circular A-133
Education
Rowan University 2007 — 2011
Bachelor's degree, Accounting/Finance
State Street April 2015 - Present
Cape Cod Center for Women November 2014 - April 2015
Bristol Toyota July 2014 - November 2014
Jewish Community Day School of Rhode Island August 2013 - November 2014
Stop & Shop September 2012 - February 2014
Year Up May 2013 - August 2013
Campus Entertainment Network (CEN), Roger Williams University February 2012 - May 2012
Walgreens August 2009 - November 2011
Skills
Time Management, Telephone Skills, Microsoft Word, PowerPoint, Facebook, Teamwork, Advertising, Data Entry, Customer Service, Phone Etiquette, Social Networking, Nonprofits, Critical Thinking, Sales, Cashiering, Retail, Cash Register, Management, Constant Contact, Grants, Cash Handling Experience, Salesforce.com, WealthEngine, Inventory Management, Inventory Control, Customer Satisfaction, GiftWorks, Business Development
Education
Gabelli School of Business (AACSB Accredited) 2010 — 2014
Bachelor of Science, Marketing Communications
Roger Williams University 2010 — 2014
bachelor of science, Marketing
Cohasset High School 2006 — 2010
Grant Writing USA
Lucid, LLC January 2014 - Present
Federated Sample February 2013 - December 2013
Closet Designs and More October 2011 - January 2013
The Receivables Exchange May 2010 - September 2011
State Street August 2007 - July 2009
State Street July 2006 - August 2007
Skills
Excel, Word, PowerPoint, Access, Quickbooks, Visual Basic, Web Design, C++, Outlook, Microsoft Office, Business
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategy, International Business
Rollins College
BA, Economics
University of Massachusetts Amherst May 2014 - Present
University of Massachusetts Amherst March 2014 - May 2014
Australis Aquaculture September 2009 - May 2013
State Street July 2008 - August 2009
Enterprise Rent-A-Car May 2007 - August 2007
Skills
Microsoft Excel, Customer Service, Strategic Planning, Microsoft Word, Marketing Strategy, PowerPoint, Microsoft Office, Product Development, Project Management, Data Analysis, Social Media, Social Media Marketing, Sales
Education
University of Massachusetts, Amherst 2013 — 2015
Master of Business Administration (MBA)
Roger Williams University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Black Coral Financial Advisors, LLC March 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - February 2014
AXA Advisors June 2012 - February 2013
State street May 2011 - August 2011
Engineering solutions and products inc. June 2004 - June 2009
Education
Rutgers 2008 — 2012
Bachelor's Degree, Accounting, 3.724
Rutgers University-New Brunswick
State Street October 2014 - Present
Gurit October 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Roger Williams University September 2012 - December 2012
Gentle Giant Moving Co. May 2009 - August 2012
Beach Dogs Lacrosse September 2011 - December 2011
Skills
Microsoft Excel, Fundraising, Finance, Investments, Research, Portfolio Management, Sales, Teamwork, Customer Service, Microsoft Word, Social Networking, Public Speaking
Education
Roger Williams University 2010 — 2014
Bachelor of Business Management(B.B.A.), Business, Management, Economics, Communications, Junior
Roger Williams University 2010 — 2014
Bachelor's degree, Business Management
Stonehill College September 2014 - Present
Stonehill College August 2013 - Present
State Street June 2014 - August 2014
Stoneforge Tavern & Publick House May 2014 - August 2014
Stonehill College January 2014 - April 2014
Lorenzo' Italian Restaurant May 2013 - August 2013
Rollins College August 2011 - May 2013
Rollins College November 2012 - April 2013
Skills
Research, PowerPoint, Social Media, Public Speaking, Higher Education, Microsoft Excel, Eclipse, Economics, Microsoft Office, Team Leadership, Leadership, Investment Advisory, Business Analysis, Financial Analysis, Data Analysis, Ableton Live, Adobe Creative Suite, Graphic Design, Photography, Cinematography, Object Oriented Design, JavaSE, Customer Service, Waiting, Philosophy, Political Philosophy, Buddhist Psychology, Religious Studies, High Availability, Reliability, Economic Development, Economic Policy, International Economics, SPSS, Statistics, Microsoft Word, Teamwork
Education
Stonehill College 2013 — 2015
Bachelor's Degree, Economics, 3.3
Rollins College 2011 — 2013
Bachelors, Computer Science, Economics, Philosophy, 3.3/4.0
Portsmouth Abbey School 2007 — 2011
High School, Regular/General High School/Secondary Diploma Program
Open Mile, Inc February 2012 - February 2013
Massachusetts Convention Center Authority June 2006 - December 2011
State Street January 2010 - May 2011
Namur Angels June 2009 - October 2009
State Street Corporation June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, Finance, Accounts Payable, PowerPoint, Outlook, Customer Service, Microsoft Word, Financial Analysis, Event Planning, Social Media, Transportation, Time Management, Leadership
Education
Roger Williams University 2005 — 2009
Bachelor of Science, Business Management
State Street February 2015 - Present
Roger Williams University January 2011 - Present
Massachusetts Division of Marine Fisheries June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Research, Social Networking, HTML, Teamwork, Windows, Social Media
Education
Roger Williams University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Duxbury High School 2006 — 2010
Futures Collegiate Baseball League May 2015 - August 2015
State Street May 2014 - August 2014
State Street May 2013 - August 2013
State Street May 2012 - August 2012
GAFS September 2010 - May 2011
Skills
Teamwork, Public Speaking, Mutual Funds, Statistics, Microsoft Office, PowerPoint, Analysis, Customer Service, Management, Process Improvement, Time Management, Accounting
Education
Roger Williams University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General; Global Communications Minor, 2011 - 2015
State Street June 2009 - Present
State Street June 2008 - August 2008
State Street June 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, charles, MIG, Performance Dashboards, General Ledger, AMPS, Bloomberg Terminal, MCH, Wall Street, QuickBooks
Education
Stonehill College 2005 — 2009
Bachelor of Science (B.S.), Finance, General, 3.34 GPA
Royal Holloway, University of London 2007 — 2007
3 Month Study Abroad program, International Business
Bracebridge Capital, LLC January 2015 - Present
State Street November 2012 - January 2015
Boston Capital July 2012 - November 2012
Roger Williams University- Center for Advanced Financial Education January 2012 - May 2012
Ameriprise Financial February 2010 - February 2012
Delta Sigma Pi- Nu Sigma Chapter January 2011 - December 2011
Boston Private Bank June 2011 - August 2011
Boston Private Bank June 2010 - August 2010
Skills
Morningstar Direct, SDS MarketWatch, Microsoft Office, PowerPoint, Portfolio Management, Investment Analysis, Finance, Valuation, Microsoft Excel, Asset Allocation, Leadership, Microsoft Word, Investments, Time Management, Access, Management, Mutual Funds, Bloomberg, Fund Accounting, Banking, Accounting, Analysis
Education
Roger Williams University 2008 — 2012
Bachelor's of Science in Finance, Minor in Accounting and Core Concentration in Mathematics, 3.4 Cum Laude
Central Catholic High School 2004 — 2008
3.9/4.5
Synergetics Installations Worldwide, Inc. June 2004 - Present
ValueZource May 2012 - October 2012
Synergetics Worldwide June 2004 - May 2012
Independence Investments, LLC June 2002 - May 2004
State Street July 2000 - June 2002
Skills
Operational Excellence, Balanced Scorecard, Performance Improvement, Business Transformation, Management Consulting, Business Process..., Re-engineering, Organizational Design, Value Stream Mapping, Process Engineering, Change Management, Six Sigma, Business Analysis, Lean Manufacturing, Process Improvement, Business Strategy, Cross-functional Team..., Restructuring, Operations Management, Organizational..., Continuous Improvement, Project Management
Education
Roger Williams University 1997 — 2000
Business Management, Business
Moors & Cabot July 2012 - Present
Arthur W Wood Company February 2010 - July 2012
State Street March 2008 - February 2010
Wachovia Securities, LLC September 2006 - February 2008
Skills
Investments, Series 7, Mutual Funds, Financial Modeling, Financial Analysis, Wealth Management, Fixed Income, Investment Strategies, Asset Management, Securities, Equities, Finance, Hedge Funds, Trading, Asset Allocation, Series 63, Retirement Planning, Alternative Investments, Portfolio Management, FINRA, Fixed Annuities, Bloomberg, Capital Markets, Strategic Financial..., Options, Bloomberg Terminal, Valuation
Education
Rollins College 2002 — 2006
Economics
Providence Country Day School 1996 — 2002
Cambridge Associates November 2014 - Present
State Street July 2013 - October 2014
Recon Capital Partners December 2012 - February 2013
Center for Advanced Financial Education August 2012 - December 2012
The Travelers Companies, Inc June 2012 - August 2012
D. E. Shaw & Co., L.P May 2011 - August 2011
Gazis and Associates April 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Fundamental Analysis, PowerPoint, Technical Analysis, Behavioral analysis
Education
Gabelli School of Business 2010 — 2013
Bachelor of Science, Finance
Roger Williams University 2010 — 2013
Current Student, Finance, General
Roger Williams University 2010 — 2013
Novartis May 2015 - Present
Rutgers Business School August 2014 - Present
Wipro February 2014 - August 2014
Wipro January 2011 - January 2014
State Street 2014 - 2014
Wipro January 2011 - June 2012
Wipro February 2008 - December 2010
Skills
Securities and..., Architectural Design, Onboarding clients to..., Relationship Management, Project Planning, Project Coordination, Project Delivery, Project Estimation, CRM, Requirements Analysis, Oracle, Manual Testing, Requirements Gathering, Integration, SQL, Business Analysis, SDLC, Management, Agile Methodologies, Business Process, Strategy, Consulting, Testing, Process Improvement
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Silicon Institute Of Technology 2003 — 2007
Bachelor of Technology (BTech), Electronics and Telecommunication, A+
Hind Zinc Vijyalaya
T-Mobile August 2014 - Present
RSIG Security, Inc October 2011 - May 2015
SecurAmerica September 2012 - June 2013
State Street January 2010 - August 2010
LIDS May 2007 - August 2008
Skills
Sales, Team Building, Leadership, Troubleshooting, Customer Satisfaction
Education
Roxbury Community College 2013 — 2015
Associate of Science (A.S.), Business Administration and Management, General, G.P.A- 3.4
PwC February 2014 - Present
PricewaterhouseCoopers May 2010 - February 2014
State Street June 2009 - May 2010
Bay Capital Advisors November 2008 - June 2009
Roger Williams University December 2008 - May 2009
Oceanstate Financial Services May 2008 - January 2009
Education
Roger Williams University 2005 — 2009
BS, Finance
BNY Mellon February 2014 - Present
SEI November 2012 - February 2014
Matrix Fund Services April 2010 - May 2012
State Street May 2006 - July 2009
Skills
Mutual Funds, Hedge Funds, Accounting, Securities, Account Reconciliation, Valuation, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor's degree, Economics
West Windsor Plainsboro High School - South 1999 — 2001
State Street October 2014 - Present
Pershing, a BNY Mellon company October 2008 - August 2012
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Financial Markets, Settlement
Education
Rutgers University – Camden 2011 — 2014
Bachelor's Degree, Finance, General
State Street January 2015 - Present
Northwestern Mutual June 2014 - December 2014
Center for Emerging Markets January 2013 - April 2014
Center For Advance Financial Education September 2013 - January 2014
B&K Motors May 2008 - August 2010
Skills
Investment Management, Mutual Funds, Fundamental Analysis, Equities, Technical Analysis, International Finance, Behavioral Finance, Bloomberg, Analysis, Custodial Services, Bloomberg Terminal, Portfolio Management, Asset Allocation, Investments, Stock Trading, ETFs, Finance, Functional Analysis
Education
Roger Williams University 2010 — 2014
International Business, Finance, General
Carolyn Victoria Brands October 2013 - Present
Nutrition for Life Inc. August 2013 - Present
Kendall Square Farmers Market May 2014 - October 2014
Bisk Education October 2012 - April 2013
Wimco May 2012 - August 2012
Socius Marketing February 2012 - April 2012
Royal Holloway, University of London September 2011 - December 2011
State Street June 2011 - August 2011
The Minaret January 2011 - May 2011
Beacon Search Group, Inc. October 2010 - May 2011
Skills
Microsoft Office, Marketing, QuickBooks, Social Media Marketing, Building Relationships, Sales, Writing, Marketing Research, Google Adwords, Google Analytics, Cold Calling, Recruiting, Team Leadership, Business Development, SPSS, Marketing Communications, Live Meeting, Access, PeopleSoft, Executive Sales..., Presentations, Communication, Collaboration, SurveyMonkey, Public Speaking, Facebook, Social Networking, Integrated Marketing, Entrepreneurship, Time Management, Social Media, Nonprofits
Education
Simmons College 2013 — 2015
Graduate Student, Didactic Program in Dietetics
University of Tampa - John H. Sykes College of Business 2009 — 2013
Bachelor of Science (B.S.), Major: Marketing
Royal Holloway, University of London
School of Management
Fidelity Investments March 2015 - Present
State Street June 2014 - March 2015
Garrett Asset Management February 2013 - June 2014
Street IT LLC July 2010 - August 2012
Susquehanna International Group, LLP (SIG) March 2008 - July 2010
TV Guide May 2006 - March 2008
Wolters Kluwer Financial Services January 2001 - April 2006
Skills
C++, SQL, Software Development, VBA, Derivatives, Trading Systems, C#, R, SDLC, Quantitative Finance, Visual Basic, Fixed Income, Oracle, Access, Strategy, Microsoft Excel, Infragistics, Order Management, ADO.NET, SOA, Trading, Statistics, Data Analysis, Risk Management, Trading Strategies, Investment Management, Financial Statements, Merger and acquisitions, Technical Analysis, Q KDB+
Education
Rutgers Business School 2012 — 2013
Master of Quantitative Finance, GPA - 3.77/4.0
Vishwakarma Institute of Technology, University of Pune, India 1991 — 1995
Bachelors in Electronic Engineering, Engineering
International Association of Machinists and Aerospace Workers April 2013 - Present
UFCW January 2011 - April 2013
State Street July 2008 - August 2010
St. Luke's Health System August 2007 - June 2008
Skills
Analysis, Strategy, Research, Qualitative Research, Forecasting, Mutual Funds, Financial Services, Account Reconciliation, Data Analysis, Econometrics, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Freedom of Information..., Economic Research, Financial Research, Fund Accounting, Strategic Corporate..., Presentations, Presentation Design, Legislative Research, Labor, Microsoft Access, Databases, Report Writing, Quantitative Research, Emerging Trends, Agreement Analysis, Contract Costing
Education
Rockhurst University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Rockhurst University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics, Cum Laude
New Jersey Economic Development Authority, Office of Recovery March 2014 - Present
International Fidelity Insurance Company July 2013 - February 2014
IFIC January 2012 - July 2013
MJ2 LLC June 2004 - December 2011
Novartis Consumer Health March 2003 - May 2004
State Street July 2001 - March 2003
Education
Seton Hall University School of Law 2009 — 2012
Juris Doctor
Rowan University 1997 — 2001
Finance
State Street March 2015 - Present
State Street February 2014 - March 2015
State Street September 2011 - February 2014
State Street March 2010 - September 2011
ALDI Stores July 2009 - February 2010
Education
Rutgers University 2005 — 2009
BS, Finance
State Street September 2014 - Present
State Street February 2014 - September 2014
State Street July 2011 - February 2014
State Street March 2010 - July 2011
State Street January 2008 - March 2010
State Street/Investors Bank & Trust August 2006 - January 2008
Investors Bank June 2006 - August 2006
Seton Hall University September 2005 - June 2006
Amigos de las Americas August 2005 - June 2006
Monroe Township Board of Education September 2001 - June 2006
Skills
Risk Assessment, Risk Management, Program Management, Process Improvement, Spanish, Financial Services, Microsoft Excel, Research, Analysis, PowerPoint, Microsoft Word, Due Diligence, Project Management, Information Security, Management, Leadership, Vendor Management
Education
Seton Hall University 2003 — 2006
MPA, Public Administration
Seton Hall University 2003 — 2006
MA, International Relations
Rutgers University-New Brunswick 1996 — 2000
BA, Spanish and Psychology
State Street October 2013 - Present
Raytheon January 1989 - July 2013
Raytheon January 1989 - July 2013
Skills
Process Improvement, Six Sigma, Data Center, Information Assurance, Strategic Planning, Systems Engineering, Program Management, Integration, DoD, Cross-functional Team..., PMP, Security, Security Clearance, IT Management, Enterprise Software, Computer Security, Earned Value Management, Requirements Analysis, Enterprise Architecture
Education
Roger Williams University 1981 — 1986
Electrical Engineering
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
State Street July 2008 - Present
Education
Rowan University 2004 — 2008
Bachelors, Finance
Satuit Funds September 2014 - Present
Ironwood Investment Management April 2002 - June 2014
Dewey Square Investors Corporation August 1997 - February 2001
Rampart Investment Management 2001 - 2001
Cornerstone Fund Advisors, Inc. April 1995 - October 1996
Bank of Boston February 1989 - April 1995
State Street 1979 - 1989
Education
Roger Williams University 1975 — 1979
B.A., Marketing
Bebe April 2012 - Present
State Street August 2007 - October 2010
Education
UMass Boston 2011 — 2013
Bachelor's, Economics
Roxbury Community College
Associate's degree, Liberal Arts
State Street August 2004 - Present
IDC August 2003 - August 2004
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Derivatives, Swaps, Middle Office, Portfolio Management, Credit Derivatives, Securities, Options, Bonds, Capital Markets, FX Options, Trading Systems, Fund Of Funds, Fund Accounting, Valuation, Fund Administration, Corporate Actions, Mutual Funds, Financial Markets, Market Data, Microsoft Excel, Structured Products, Equity Derivatives, Prime Brokerage, Structured Finance, Back Office, Interest Rate...
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts, Economics
Lexington Police Department January 2015 - Present
State Street Alternative Investment Solutions August 2013 - Present
United States Marine Corps June 2010 - Present
State Street April 2012 - August 2013
Cambridge Realty Group, Inc. May 2008 - August 2008
Skills
Leadership, Microsoft Excel, Microsoft Office, Military, Mutual Funds, Real Estate, Research, Securities, Security Clearance
Education
Roger Williams University 2006 — 2010
Bachelor of Science, Finance, Psychology
State Street February 2015 - Present
State Street March 2014 - February 2015
State Street May 2013 - March 2014
OppenheimerFunds May 2012 - August 2012
Bank of Tokyo-Mitsubishi UFJ May 2011 - August 2011
Skills
Finance, Regulatory Reporting, Data Analysis, Customer Service, Bloomberg Terminal, Microsoft Excel, Microsoft Word, HTML, VBA, Adobe Illustrator
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor’s Degree, Finance, General
Wayfair April 2015 - Present
Wayfair April 2014 - April 2015
State Street April 2013 - February 2014
State Street January 2012 - June 2012
Wayfair January 2011 - June 2011
MeiWen June 2008 - August 2008
Skills
Microsoft Excel, Access, Stata, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Visio, Benefit Cost Analysis, Project Management, MS Project, Social Networking, Social Media, Event Planning
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Economics
Nazareth Academy 2005 — 2008
High School Diploma
Roger Williams University
University of Massachusetts, Amherst
Produban March 2015 - Present
State Street January 2015 - March 2015
Novartis Vaccines and Diagnostics March 2014 - October 2014
Vertex Pharmaceuticals January 2014 - March 2014
Biogen Idec November 2012 - November 2013
Goodwin Procter LLP June 2012 - July 2012
AIG January 2012 - February 2012
JPMorgan Chase August 2011 - February 2012
JPMorgan Chase 2010 - 2012
John Hancock Financial Services October 2007 - February 2009
Skills
CompTIA A+ Certification, Windows 7, SCCM, Configuration..., Cisco Call Manager, Active Directory, VPN, Technical Support, Servers, Networking, Disaster Recovery, Laptops, Software Installation, Lync 2013, Office 2010,..., Norton Ghost, Antivirus, Access, Printers, Hardware, Workstations, Help Desk Support, Symantec Backup, Microsoft Office, Customer Oriented, Windows Vista, Computer Hardware, Troubleshooting, Windows Server, Software Documentation, HP, VMware, Lotus Notes, Outlook, Data Center, System Administration, DHCP, Computer Repair, Network Administration, Windows XP Pro, Windows, Citrix, System Deployment, Visio, Microsoft Office..., Symantec Ghost, 32, 11, Dell, HP & Lenovo..., Symantec Endpoint..., Sientific software, Cisco VoIP, SCCM, Security and Encryption
Education
Roxbury Community College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Roxbury Community College 2010 — 2012
Associate of Arts (A.A.), Registered Nursing/Registered Nurse, 3.5
Computer-Ed Institute 2002 — 2002
Associate's degree, Computer Support Specialist, 83.7
DISH Network - Corporate Program Management September 2013 - Present
Cerner Corporation January 2012 - September 2013
State Street April 2011 - January 2012
University of Kansas August 2010 - January 2011
Skills
Management, Microsoft Excel, Leadership, Data Analysis, Microsoft Office, Customer Service, Accounting, Budgets, Marketing, Project Management, Financial Analysis, Research, Sales, PeopleSoft, Process Improvement, Financial Reporting, PowerPoint, Social Media
Education
Rockhurst University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, 3.93 GPA
University of Kansas 2006 — 2010
Economics, Business, Major (Econ): 3.71 GPA
State Street August 2015 - Present
State Street April 2015 - Present
Tiffany & Company September 2014 - April 2015
Roger Williams University February 2012 - May 2014
Esquire Footwear May 2013 - August 2013
Hearst Magazines June 2012 - September 2012
East Bay Chamber of Commerce June 2011 - August 2012
Childcare June 2011 - June 2012
The Everyday Gourmet May 2009 - August 2011
St. Therese Church March 2008 - May 2010
Skills
Marketing, Digital Media, Social Media, Facebook, Advertising, Twitter, Organization, Fashion, Management, Customer Service, PowerPoint
Education
Roger Williams University 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Haven High School 2006 — 2010
State Street June 2015 - Present
Webster First Federal Credit Union May 2012 - January 2015
Roger Williams University September 2014 - December 2014
Center for Advanced Financial Education May 2014 - August 2014
Center for Advanced Financial Education January 2014 - May 2014
Roger Williams University August 2011 - January 2012
Market Basket November 2008 - January 2012
Skills
Skilled Communicator, Cash Handling Experience, Public Speaking, Numerical Ability, Team-oriented, Bloomberg Terminal, Credit, Technical Analysis, Financial Reporting, Portfolio Management, Investment Management, Investments, Consumer Lending, Mutual Funds, Funding, Management, Retail Banking, Bloomberg, Cross Selling, Deposits, Loans, Teamwork, Communication, Microsoft Office
Education
Roger Williams University 2011 — 2015
Bachelor's degree, Finance, General
Wachusett Regional High School
KeyBank Real Estate Capital April 2012 - Present
KeyBank Real Estate Capital November 2008 - April 2012
KeyBank Real Estate Capital September 2007 - November 2008
KeyBank Real Estate Capital October 2006 - September 2007
State Street April 2005 - October 2006
Skills
Financial Reporting, CMBS, Loans, Financial Analysis, Real Estate, Banking, Excel
Education
Rockhurst University 2009 — 2011
MBA, Finance
University of Oklahoma - Price College of Business 2000 — 2004
B.B.A, Finance
Rockhurst High School 1996 — 2000
JPMorgan 2008 - September 2014
Bear Stearns/ Global Clearing Services June 2005 - 2008
State Street 2000 - 2005
Deutsche Bank 1997 - 2000
Bankers Trust 1993 - 1997
Skills
Product Development, Project Management, SDLC, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management, Derivatives, Team Building, Portfolio Management, Business Analysis, Vendor Management, Investments, Investment Banking, Asset Management, Customer Service, Prime Brokerage, Trading Systems, Accounting, Capital Markets, Bloomberg, Risk Management, Strategy, Financial Risk
Education
Rutgers College
BA
State Street June 2011 - Present
Boston Private Bank June 2010 - March 2011
Virtua Research January 2010 - May 2010
Doonan, Graves & Longoria, LLC January 2008 - January 2010
Skills
Application Security, Microsoft Excel, Information Security, Risk Assessment, Microsoft Office, Access
Education
Suffolk University 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Public Administration
Roger Williams University 2006 — 2007
Suffolk University
Masters of Science, Finance
State Street July 2015 - Present
State Street Global Advisors- Intermediary Business Group October 2013 - July 2015
National Planning Corporation (NPC) November 2012 - October 2013
BDG International May 2012 - July 2012
Skills
Communication, Microsoft Office, Group Work, MacBook Pro, Team Leadership, Sales, Market Research, Marketing Strategy, Social Media Marketing, International Business..., Financial Analysis, Facebook, Public Speaking
Education
Rollins College 2008 — 2012
Bachelor of Science (B.S.), International Business
Portsmouth Abbey School 2004 — 2008
Sun Life Financial June 2015 - Present
State Street March 2013 - April 2015
Brown Brothers Harriman August 2012 - March 2013
John Thomas Financial May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Lexis, Bloomberg, Bloomberg Terminal, prime compliance suite, World Check, international..., Presentations, Training, Financial Reporting, Anti Money Laundering, Client Research, Bank Secrecy Act, USA PATRIOT Act, Social Media, Microsoft Word, Research, Cold Calling, PowerPoint, Outlook, Analysis, Customer Service, Foreign Exchange, Financial Analysis, Derivatives, Databases, Start-ups, Sales, Investments, Trading, OFAC, Economic Sanctions, Risk Management, Financial Risk
Education
Roger Williams University 2008 — 2012
Finance, Business
Universidad de Granada 2011 — 2011
Study Abroad Core Concentration, Spanish
Red Book Solutions, a HotSchedules company January 2015 - Present
Trust Company of America October 2012 - November 2014
Swiss Reinsurance Company March 2010 - March 2011
State Street October 2007 - October 2009
State Street Corporation, Munich October 2005 - October 2007
State Street 2000 - 2005
State Street 1998 - 2000
Skills
Sales, SaaS, New Business Development, Process Improvement, Solution Selling, Sales Management, Salesforce.com, Relationship Management, Leadership, Finance, Financial Services, Mutual Funds, Fixed Income, CRM, Investments, Asset Allocation, Securities, Portfolio Management, Derivatives, Management, Trading, Project Management, Asset Managment, International Sales, Middle Office, Bloomberg, Equities, Corporate Actions, Business Analysis, Financial Analysis, Alternative Investments, Risk Management, Yoga, Ashtanga, ETFs, Strategic Planning, Consulting, Strategy, Business Development, Customer Service, Team Building, Operations Management, Asset Management
Education
Rockhurst University
MBA, International Business
Universidad de Santiago de Compostela
University of Kansas
BA, Spanish & Psychology
Yoga Works
200-Hour Yoga Teacher Certification, Yoga Teacher Training/Yoga Therapy
State Street August 2013 - Present
State Street July 2011 - August 2013
State Street July 2009 - July 2011
State Street February 2007 - July 2009
Skills
Mutual Funds, Account Reconciliation, Financial Services, Pricing, Financial Statements, Fund Accounting, Bloomberg, Financial Analysis, Fixed Income
Education
Southern New Hampshire University 2009 — 2012
Master's degree, Business Administration and Management, General
Roger Williams University 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
UnitedHealth Group August 2013 - Present
One Healthcare LLC January 2010 - July 2013
State Street July 2008 - May 2009
BNY Mellon March 2006 - July 2008
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Data Entry, Access, Accounts Receivable, Administrative..., Process Improvement, Accounts Payable, Management, System Administration, Teamwork, Project Management, Research, Time Management, Accounting, Business Analysis, Risk Management, Banking, Data Analysis, Integration, Strategy, Leadership, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Psychology and Biology
Kaizen Technologies 2012 — 2013
PMP certified, Project Management
Edison High School
Battery Ventures May 2015 - Present
State Street June 2014 - May 2015
Roger Williams University January 2013 - May 2014
Recon Capital Partners June 2013 - August 2013
Skills
Teamwork, Organization, Microsoft Office, Strongly self-motivated, Portfolio Management, Fundamental Analysis, Technical Analysis, Bloomberg, Analysis, Investment Management, Financial Modeling, Microsoft Word
Education
Roger Williams University 2010 — 2014
Bachelor of Science (BS), Finance, General
Rhode Island Air National Guard March 2014 - Present
The Law Offices of Eric P.W. Hall, P.C. October 2011 - Present
City of Providence 2011 - October 2011
Corcoran, Peckham, Hayes & Galvin May 2010 - August 2010
Morowitz & Barry, Ltd. September 2009 - December 2009
State Street July 2007 - July 2008
United States Marine Corps June 2000 - June 2004
Skills
Legal Research, Legal Writing, Criminal Law, Courts, Litigation, Westlaw, Civil Litigation, Mediation, Corporate Law, Commercial Litigation, Securities, Estate Planning, Lexis, Legal Assistance, Family Law, Bankruptcy, Arbitration, Pleadings, Trials
Education
Roger Williams University 2008 — 2011
Juris Doctor (J.D.), Law
University of Rhode Island 2004 — 2007
Bachelor's Degree, Business Administration
State Street September 2015 - Present
Financial Industry Regulatory Authority (FINRA) May 2015 - August 2015
Lubin & Meyer, PC January 2014 - August 2014
Brown Advisory Group January 2012 - January 2014
Skills
Investments, Analysis, Leadership, Management, Legal Research, Finance, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Customer Service
Education
Suffolk University Law School 2014 — 2017
Juris Doctor
Roger Williams University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Dean's List Recipient
EnvironmentalReports, Inc / Lead Consultants of America, Inc. January 2015 - Present
State Street March 2014 - December 2014
Lead Consultants of America, Inc. July 2007 - March 2014
EnvironmentalReports, Inc. May 2010 - May 2012
Dental Impressions (currently Dental Ambitions) 2006 - 2007
Skills
Project Management, Project Planning, Data Analysis, Data Synthesis, Risk Management, Process Improvement, Problem Sensitivity, Problem Solving, Research, Merging Internal..., Client Relationship..., Written and Verbal..., Microsoft Excel, Microsoft Word, PowerPoint, Marketing, CRM, Accounting, Leadership, Sales, Management, Microsoft Office, Finance
Education
Rutgers University
BS, Finance, 3.9
Fort Lee HS 2001 — 2005
State Street 2005 - Present
Deloitte & Touche 2000 - 2002
Deloitte & Touche 1998 - 2000
Skills
Fluent in Swedish
Education
Roger Williams University 1990 — 1995
BA, English Literature
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
Eagle Trading Systems August 2013 - April 2014
International Fund Services (NA) LLC, A State Street Company May 2013 - August 2013
International Fund Services (NA) LLC, A State Street Company July 2011 - May 2013
State Street June 2010 - July 2011
State Street January 2008 - June 2010
State Street October 2004 - January 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Fund Administration, Equities, Swaps, Alternative Investments, Corporate Actions, Derivatives, Bloomberg Terminal, Options, Account Reconciliation, Bonds, Securities, Funding
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Economics, Psychology, Mathematics
Eastern Regional
Eastern Regional
Salus Capital Partners June 2014 - Present
Salus Capital Partners July 2013 - June 2014
State Street August 2011 - July 2013
State Street June 2010 - August 2011
State Street August 2007 - June 2010
State Street August 2006 - August 2007
Skills
Financial Operations, Financial Reporting, Financial Analysis, Procedural Development, Operations Management, Relationship Management, Asset Based Lending, Business Strategy, Portfolio Management
Education
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Saint John's High School (Shrewsbury, MA) 1998 — 2002
Ocean Spray Cranberries January 2014 - Present
State Street August 2010 - January 2014
State Street November 2008 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Essbase, Fund Accounting, Headcount Reporting, Expense Allocation, Microsoft Excel, Microsoft Office, Department Budgeting, Financial Forecasting, PeopleSoft, Strategic Financial..., Controllers, Financial Controlling, Operating Expenses, Account Reconciliation, Variance Analysis, Portfolio Management
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections
Undisclosed March 2011 - Present
BNY Mellon June 2006 - March 2011
State Street June 2004 - June 2006
Patent Construction Systems January 2004 - May 2004
Skills
Finance, Financial Reporting, Financial Analysis, Bloomberg Terminal, Mutual Funds, Asset Management, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BSc), Finance
University of Nebraska at Omaha
Master of Public Administration (MPA), Public Management (Finance and Budgeting)
State Street January 2001 - Present
Merrill Lynch October 1995 - December 2000
Merrill Lynch July 1993 - October 1995
Merrill Lynch November 1991 - August 1993
Merrill Lynch July 1990 - October 1991
Skills
Securities, Investments, Bonds, Accounting, Mutual Funds, Fund Accounting, Bloomberg, Equities, Hedge Funds, Financial Services, Tax
Education
Rutgers Graduate Business School 1998 — 2002
Entrepreneurship
Rutgers University
B.S., Accounting
State Street June 2015 - Present
Financial Foundations, Inc September 2014 - December 2014
The Rockport Company June 2014 - August 2014
Calton & Associates, Inc. June 2014 - August 2014
Fred's Shanty April 2011 - August 2014
Skills
Microsoft Office, FactSet, Time Management, Teamwork, Economics, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Economics-Finance
Royal Holloway, University of London 2014 — 2014
Economics
State Street January 2015 - Present
Sentry E3 Tax Group May 2014 - January 2015
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Microsoft Excel, Accounting, Customer Service, Microsoft Word, Time Management, Financial Reporting, Leadership
Education
Rockhurst University 2015 — 2016
Master of Business Administration (M.B.A.)
Rockhurst University 2011 — 2015
Bachelor’s Degree, Accounting
State Street August 2014 - Present
Tufts University - Department of Civil and Environmental Engineering June 2011 - August 2014
Tufts University- Department of Biomedical Engineering May 2010 - March 2011
Roger Williams University Gabelli School of Business May 2010 - December 2010
Skills
Financial Analysis, Risk Analysis, Collaborative Problem..., Global Operations, Quantitative Analytics, Data Analysis, Corporate Finance, Corporate Actions, Financial Services, Financial Risk, Risk Assessment, Risk Management, Operational Excellence, Team Leadership, Operational Risk..., Cross-functional Team..., Collaborative Leadership, Microsoft Office, Strategic Thinking, Strategic Planning, Strategic Negotiations, Analytic Problem Solving, Financial Reporting, Financial Modeling, Capital Budgeting, Planning Budgeting &..., Portfolio Management, Asset Management, Asset Allocation, Bloomberg
Education
Simmons College - Simmons School of Management 2013 — 2015
Master of Business Administration (MBA), Concentration: Business and Financial Analytics
Roger Williams University 2007 — 2011
B.S., Finance
Arlington Catholic High School
Mobiquity, Inc. March 2015 - Present
Casenet, LLC 2014 - Present
The TriZetto Group 2012 - 2014
The TriZetto Group 2008 - 2011
Fidelity Investments 2004 - 2008
State Street 2000 - 2003
State Street 1998 - 2000
Skills
Requirements Gathering, Enterprise Software, Project Management, PMO, Requirements Analysis, PMP, CRM, Software Project..., Business Analysis, Business Requirements, Leadership, Project Portfolio..., Vendor Management, Agile Methodologies, Business Process, Process Improvement, Enterprise Architecture, Software Development, Scrum, Cross-functional Team..., Program Management, Project Planning, Program Development, Strategic Planning, Negotiation, Contract Negotiation, Change Management, Financial Services, Management, Relationship Management, Risk Management, Issue Management, Issue Resolution, Risk Assessment, Customer Service, Customer Satisfaction, Customer Retention, Team Building, Team Leadership, SDLC, Consulting, Integration, Visio, Business Process...
Education
Roger Williams University 1994 — 1998
bs, accounting
State Street October 2007 - Present
Corbeau Technologies June 2005 - September 2007
Princeton Financial Systems September 1998 - June 2003
Bristol Myers Squibb September 1996 - September 1998
Nat West September 1993 - September 1996
Skills
Business Analysis, Project Management, Accounting, Business Strategy, Integration, Investments, Marketing, Process Improvement, Product Management, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Vendor Management, Equities, Financial Services, Fixed Income
Education
Rutgers University-New Brunswick 1986 — 1990
State Street October 2005 - Present
State Street Corp October 2005 - August 2010
DST Systems 2003 - 2005
Skills
Fixed Income, Financial Services, Business Analysis, Asset Management, Mutual Funds, PeopleSoft, Equities, Accounting, Securities
Education
Rockhurst University 1998 — 2001
MBA, Business
Washington University in St. Louis 1994 — 1998
BS, Mechanical Engineering
The Computer Merchant January 2011 - Present
The Computer Merchant January 2009 - January 2011
The Computer Merchant September 2007 - January 2009
State Street February 2007 - August 2007
Ropes & Gray LLP October 2006 - January 2007
The Collaborative Companies September 2006 - October 2006
Cathartes Private Investments December 2005 - January 2006
Skills
B2B, Conflict Resolution, Cold Calling, Hiring, Technical Recruiting, Account Management, Sales, Recruiting, Sourcing, Human Resources, CRM, Applicant Tracking..., Interviews, Temporary Placement, Leadership, Internet Recruiting, Business Development, Contract Negotiation, Software Documentation, Lead Generation, Business Analysis, Information Technology, Talent Acquisition, Networking, Management, Team Leadership, New Business Development, Consulting, Staffing Services, Onboarding, Project Management, Permanent Placement, Contract Recruitment, Enterprise Software, Vendor Management, Staff Augmentation, Salesforce.com, Screening Resumes, Benefits Negotiation, Temporary Staffing, Executive Search
Education
Rollins College 2002 — 2006
BA, History
Thayer Academy 1997 — 2002
High School, Middle School/High School
Linedata Services February 2008 - Present
Bank of New York Mellon May 2007 - January 2008
State Street September 2003 - May 2007
Skills
Financial Analysis, Mutual Funds, Business Analysis, SQL, Process Improvement, Software Documentation, Financial Services, Agile Methodologies, Project Management, Microsoft Office, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Accounting and Economics
SS&C Technologies September 2014 - Present
State Street August 2011 - Present
State Street November 2010 - August 2011
State Street July 2008 - November 2010
SCA November 2007 - July 2008
First American Title June 2006 - September 2006
Skills
Investments, Equities, Bloomberg, Securities, Fixed Income, Mutual Funds, Accounting, Auditing, Financial Analysis, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's degree, International Economics
State Street August 1999 - Present
Education
Rowan University 1988 — 1992
PowerAdvocate September 2014 - Present
State Street August 2012 - September 2014
State Street 2008 - September 2014
VASE Management 2007 - 2008
Skills
Data Analysis, Microsoft Excel, Financial Analysis, OBIEE, BIQ, Data Modeling, Business Intelligence, Spend Analysis, PowerPoint, Access, Project Management, Oracle, Supplier Diversity, Business Analysis, Analysis, Contract Negotiation, Management, Procurement, Visio
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Finance, General
Roger Williams University 2004 — 2008
Business Finance, Accounting and Finance
Citi August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers October 2003 - October 2008
State Street October 2002 - September 2003
Deutsche Bank 2001 - 2002
Bankers Trust 1989 - 2001
National Community Bank 1988 - 1989
Skills
Hedge Funds, Asset Management, Capital Markets, Commodity, Derivatives, Equities, FX Options, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BS, Economics
Paramus
Boston Private June 2015 - Present
Admirals Bank August 2012 - June 2015
State Street May 2011 - June 2012
Sovereign Bank January 2010 - May 2011
Sovereign Bank July 2007 - January 2010
Sovereign Bank April 2005 - July 2007
Skills
Retail Banking, Loans, Banking, AML, Credit Cards, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fixed Income, Risk Management, Debit Cards, Financial Analysis, Mortgage Lending, Loan Origination, Cross Selling, Bank Secrecy Act, Financial Risk, USA PATRIOT Act
Education
Roger Williams University 2000 — 2004
Bachelor of Science (B.S.), Criminal Justice
State Street Bank October 2006 - Present
State Street 1997 - 2008
Skills
Global Custody, Corporate Actions, Settlement, SWIFT, Risk Management, Customer Relations, PowerPoint, Client Service, Excel, Operations Management, Securities, Emerging Markets, Negotiation, Microsoft Office, Cash, Word, Problem Solving, Back Office, Banking, Capital Markets, Client Services, Equities, Financial Risk, Financial Markets, Fixed Income, Financial Services, Investments, Portfolio Management, Relationship Management, SWIFT payments
Education
Roger Williams University 1993 — 1997
CIT September 2011 - Present
State Street August 2007 - August 2011
Skills
Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Corporate Actions, Mutual Funds, Swaps, Bloomberg Terminal, Account Reconciliation, Fixed Income, Equities, Derivatives, Accounting, Securities, Interest Rate Swaps, Valuation, Pivot Tables, Investments, General Ledger, Financial Services, Financial Reporting, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelors of Arts, Economics
Gapstow Capital Partners May 2014 - Present
Citi Private Bank August 2010 - May 2014
Union Bancaire Privée - UBP December 2004 - August 2010
State Street July 2003 - November 2004
Skills
Hedge Funds, Alternative Investments
Education
Rutgers University-New Brunswick 1999 — 2003
BS, Finance
Citi October 2014 - Present
Global Technical Talent June 2008 - October 2010
State Street June 2008 - October 2010
Citizens Bank 2004 - 2006
Skills
Business Analysis, Banking, Basel II, Risk Management, Financial Services, Credit Risk, Vendor Management, Process Improvement, Financial Risk, Program Management, Portfolio Management, Project Management, Financial Analysis, Requirements Analysis, MS Project, Business Requirements, Business Process..., Analysis, Finance, Requirements Gathering, Change Management, Business Process, PMO, Business Intelligence, Retail Banking, Analytics, Financial Modeling, Relationship Management, Credit Analysis, Credit, Commercial Banking
Education
Roger Williams University 1991 — 1996
Bachelor of Science, Business Administration
Roger Williams University
Bachelor of Business Administration (BBA), Business Administration and Management, General
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
State Street January 2008 - Present
State Street February 2003 - December 2007
Deutsche Bank 1999 - 2003
Bankers Trust Company 1986 - 1999
Skills
Securities Lending, Employee Benefits, Asset Management, Securities, Fixed Income, Equities, Relationship Management, Capital Markets, Investments, Asset Managment
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelors, International Economics
Montgomery High 1977 — 1981
Diocese of Kansas City - St Joseph November 2009 - Present
EDC Partners May 2004 - November 2009
State Street January 1995 - August 2003
Investors Fiduciary Trust Company January 1987 - January 1995
Skills
Strategic Planning
Education
Rockhurst University 1984 — 1986
MBA
State Street October 2005 - Present
H&R Block January 2004 - Present
Education
Rockhurst University 1998 — 2001
MBA
Washington University in St. Louis 1994 — 1998
BS Mechanical Engineering
Southcoast Physicians Group January 2014 - Present
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
Advent International March 2011 - December 2013
Next Generation Vending February 2009 - February 2011
Wellington Management July 2008 - November 2008
State Street August 2007 - May 2008
Skills
PeopleSoft, Excel, Access, Microsoft Excel, Financial Analysis, Accruals, Financial Modeling, General Ledger, Process Improvement, Operations Management, Inventory Management, Analysis, Finance, Financial Reporting, Business Analysis, Variance Analysis, Account Reconciliation, Accounts Payable
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Economics/Accounting
State Street October 2006 - June 2009
Skills
Fund Accounting, Hedge Funds, Financial Reporting, Fund Administration, Derivatives, Bloomberg, Mutual Funds, Fixed Income, Analysis, Securities, Equities
Education
Rutgers University-New Brunswick 2008 — 2011
MS, Finance
William Paterson University of New Jersey 2001 — 2005
BS, Accounting
J.P. Morgan Asset Management March 2014 - Present
AB February 2013 - March 2014
J.P. Morgan January 2013 - February 2013
ARTIO GLOBAL June 2010 - August 2012
AB August 2006 - June 2010
State Street June 2005 - August 2006
Pulte Group, Inc. January 2005 - June 2005
Skills
Mutual Funds, Equities, Bloomberg, Securities, Investments, Microsoft Excel, PowerPoint, Financial Reporting, Fixed Income, Charles River IMS, Interest Rate..., Credit Derivatives, Fund Administration, Fund Accounting, Corporate Actions, FAS 157, NSAR, FAS 161, Security Valuation, Confluence, Asset Allocation, Bonds, Bloomberg Terminal, Middle Office, Financial Services, Financial Statements, Fund Of Funds, Derivatives, Valuation, Account Reconciliation, Settlement, Trading
Education
Rutgers Business School 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Broward County Schools March 2013 - Present
CHARTER SCHOOL August 2009 - February 2013
Charter School of Boynton Beach August 2009 - February 2013
CORAL SPRINGS CHARTER SCHOOL January 2008 - June 2009
A to Z tutoring October 2007 - April 2008
BROWARD COUNTY BOARD of EDUCATION November 2007 - January 2008
Franklin Templeton October 2005 - August 2006
FRANKLIN TEMPLETON CORP April 2005 - August 2006
Franklin Templeton April 2005 - October 2005
State Street January 2000 - April 2005
Skills
Training, Budgets, Account Reconciliation, Tutoring, Teaching, PowerPoint, Outlook, Lesson Planning, Classroom, Classroom Management, Mutual Funds, ESL, Instructional Design, Fund Accounting, Curriculum Development, Coaching, Financial Analysis
Education
Rutgers University-New Brunswick 1988 — 1992
BS, Accounting
Cass Technical high school
Checkpoint Consulting, LLC April 2013 - Present
Bloomberg LP January 2013 - May 2013
Bloomberg Law May 2011 - January 2013
Marks, Finch, Thornton & Baird, LLP June 2009 - January 2011
Alverson Taylor Mortensen & Sanders February 2008 - June 2009
Law Offices of Amy Rypins July 2006 - June 2007
United States Attorney's Office May 2006 - August 2006
State Street January 2004 - July 2004
Skills
Litigation, Civil Litigation, Personal Injury, Product Liability, Legal Research, Construction Law, Commercial Litigation, Database Development, XML, Visual Basic, DTD, Databases, Appeals, Legal Writing, Courts, Motions, Mediation, Wills
Education
University of San Diego School of Law 2004 — 2007
JD, Law
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
B.S., M.S.I.S and Computer Science
BNY Mellon August 2011 - Present
State Street October 2010 - July 2011
State Street October 2007 - October 2010
McCarter & English, LLP January 2003 - January 2006
Skills
Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Accounting, Bloomberg, Hedge Funds, Financial Analysis, Equities, Fund Accounting, Derivatives, Loans, Bloomberg Terminal, Alternative Investments, REITs, Financial Services, Account Reconciliation
Education
Rutgers Business School 2015 — 2018
Master of Business Administration (MBA), Accounting and Finance
Seton Hall University School of Law 2006 — 2007
University of Maryland College Park 2002 — 2006
BS, Finance
Radian November 2009 - Present
State Street June 2006 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Financial Reporting
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
State Street August 2010 - Present
Oracle Financial Services Software Inc. July 2007 - November 2010
Education
Rutgers Business School 2005 — 2010
Bachelor of Science, Finance, Accounting
State Street September 2014 - Present
State Street May 2013 - September 2014
STATE STREET CORPORATION October 2010 - May 2013
Martha Stewart Living Omnimedia May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Customer Relations, Outlook, Excel, Word, Bloomberg, Money Market Order..., Microsoft Excel, Mutual Funds, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelors in Arts, Economics
Andover High School 2001 — 2005
High School Diploma
State Street October 2007 - January 2011
Education
Rutgers Graduate Business School 2011 — 2012
MBA, Accounting
The Boston Company Asset Management, LLC October 2006 - Present
State Street July 2003 - October 2006
State Street August 1997 - July 2003
Education
Roger Williams University 1993 — 1997
Business Administration
State Street July 2008 - Present
Education
Rowan University 2004 — 2008
Bachelors, Finance
BCube Analytics Inc. September 2014 - Present
TD 2012 - 2013
TD 2012 - 2013
TD 2012 - 2013
Citizens Bank 2011 - 2013
State Street October 2007 - December 2010
Aponte-Cardonna, Bouley and Kerrigan Attorneys at Law July 2005 - September 2007
Tru Kay Manufacturing September 1991 - August 2004
Applications Systems Inc May 1987 - August 1991
Skills
Management, Legal Writing, Finance, Governance, Risk Management, Financial Services, Stress Testing, Financial Risk, Training, Basel II, Integration, Regulations, Internal Audit, Market Risk, Software Documentation, Operational Risk, Operational Risk..., Credit Risk, Business Analysis
Education
Roger Williams University School of Law 2000 — 2004
JD, Legal
Providence College
MBA
Standard & Poor's April 2010 - Present
The McGraw Hill Companies May 2007 - April 2010
State Street May 2006 - April 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Accounting, Finance, Strategic Financial..., Corporate Finance, Forecasting, Analysis, Business Process..., Consolidation, Equities, Financial Services, Internal Controls, Managerial Finance, Risk Management, Sarbanes-Oxley Act, Valuation, Variance Analysis
Education
Rowan University 2002 — 2006
B.S., Accounting
Prudential Financial April 2014 - Present
State Street August 2011 - April 2014
State Street June 2009 - August 2011
State Street October 2003 - June 2009
State Street June 2001 - October 2003
State Street August 1999 - July 2001
State Street August 1998 - August 1999
Skills
Account Reconciliation, Financial Reporting, General Ledger, Business Analysis, Manage Multiple, Training, Mutual Funds, Financial Statements, Communication Skills, Organization, Team Leadership, Multitasking Skills, Microsoft Excel, Management, Process Improvement, Software Documentation, Investments, Fund Administration, Fixed Income
Education
Rutgers University-New Brunswick
BA, Economics, Finance and Accounting for Economics, Monetary and Fiscal Policy
State Street Business AnalystFidelity InvestmentsSeptember 2014 - Present
Fidelity Investments 2000 - 2001
Education
Roger Williams University 1976 — 1979
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chowan College 1975 — 1976
Lejeune High School, Camp Lejeune NC 1973 — 1975
Diploma
State Street October 2007 - July 2011
State Street Corporation October 2007 - July 2011
Siemens Corporation June 2007 - August 2007
Siemens Corporate Research June 2005 - October 2006
Education
Rutgers University – Camden 2003 — 2007
Bachelor, Accounting
Rutgers University-School of Business-Camden
Bachelor of Science, Accounting
State Street March 2009 - Present
State Street September 2004 - March 2009
State Street May 2000 - September 2004
State Street January 1997 - May 2000
Skills
Lean Facilitation, Process Improvement, Procedure Development, Procedure Review, Fund Accounting, Mutual Funds, Global Custody, Middle Office, Corporate Actions, Financial Services
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Roger Williams University 1991 — 1992
Architecture
State Street Global Advisors July 2013 - Present
State Street January 2011 - June 2013
State Street March 2009 - December 2010
State Street May 2007 - February 2009
Skills
Passed CFA Level 1 Exam, Financial Modeling, Strategic Financial...
Education
Suffolk University 2009 — 2011
Master of Business Administration (MBA), International Business
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance, Spanish
State Street December 2007 - June 2011
Morgan Stanley March 2004 - November 2007
Donna Karan June 2002 - March 2004
Skills
Fund Accounting, Accounting
Education
Rutgers University
Bachelor of Arts (BA), Economics
JPMorgan Chase July 2013 - Present
State Street Bank 2011 - 2013
State Street 2001 - 2013
Skills
Mutual Funds, Process Improvement, Financial Services, Equities, Global Operations, Fixed Income, Vendor Management, Customer Service, Financial Analysis, Risk Management, Managerial Finance
Education
Rockhurst University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
State Street November 2009 - Present
Skills
•Experience in..., •Abilities to achieve..., •Strong analytical..., •Bilingual..., Corporate Actions, Financial Services, Management
Education
UMass Boston 2006 — 2008
Accounting
Roxbury Community College 2001 — 2004
Associate's degree, Computer Science
State Street September 1999 - Present
Skills
Graphic Design, Public Relations, Public Speaking, Project Management, Risk and Compliance, Adult Learning Theory, Employee Training, Medical Terminology, Marketing Communications, Charitable Fund Raising, Party Planning, Event Planning, Writing/Communications, Catering/Menu Planning, Analysis, Corporate Actions
Education
Trenton State College 1987 — 1990
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Rutgers University 1985 — 1986
N/A, Pharmacy
BlackRock February 2015 - Present
State Street December 2013 - February 2015
State Street 2011 - 2013
STATE STREET CORPORATION November 2006 - March 2009
STATE STREET CORPORATION/MERRILL LYNCH December 1999 - January 2001
MERRILL LYNCH May 1997 - December 1999
Skills
MS Excel Pivot Tables, Outlook, Access, Microsoft Office, Bloomberg, Reuters, Interactive Programming, Telekurs, Xcitex, CCH, Mutual Funds, Corporate Actions, Equities, Fixed Income, Financial Services, Fund Accounting, Asset Management, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1997
Bachelor of Science (BS), Accounting
State Street June 2015 - Present
Roger Williams University September 2011 - May 2015
Robert Zagrodny CPA September 2014 - April 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping
Education
Roger Williams University 2011 — 2015
Bachelor of Science (B.S.), Accounting