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
Employee
Years
Job
Industry
Michael McMenamy Michael McMenamy's State Street Experience March 2015 - Present
Job Accounting Assistant, Associate 2 at State Street
Industry Accounting
Experience
State Street March 2015 - Present
Adrian A Gaspar & Company, LLP December 2013 - January 2015
Massachusetts Institute of Technology (MIT) March 2013 - November 2013
The Boston Consulting Group February 2013 - February 2013
Brown Brothers Harriman January 2012 - January 2013
Evans Company May 2010 - November 2011
Stonehill College Book Store June 2008 - August 2008
McMenamy's Pub January 2005 - August 2007
Education
Saint Anselm College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Class of 2011 Saint Anselm College
Accounting, Major
State Street March 2015 - Present
Adrian A Gaspar & Company, LLP December 2013 - January 2015
Massachusetts Institute of Technology (MIT) March 2013 - November 2013
The Boston Consulting Group February 2013 - February 2013
Brown Brothers Harriman January 2012 - January 2013
Evans Company May 2010 - November 2011
Stonehill College Book Store June 2008 - August 2008
McMenamy's Pub January 2005 - August 2007
Education
Saint Anselm College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Class of 2011 Saint Anselm College
Accounting, Major
Andrew Hansen Andrew Hansen's State Street Experience March 2006 - April 2007
Job 137 Ventures
Industry Venture Capital & Private Equity
Experience
137 Ventures February 2013 - Present
The Founders Fund March 2008 - January 2013
HSBC April 2007 - March 2008
State Street March 2006 - April 2007
State Street May 2005 - March 2006
Skills
Venture Capital, Hedge Funds, Fund Accounting, Fund Of Funds, Alternative Investments, Mutual Funds, Investor Relations, Finance, Entrepreneurship, Investments, Financial Modeling, Private Equity, Due Diligence, Valuation, Start-ups, Corporate Development, Corporate Finance, Asset Management, GAAP, Financial Analysis
Education
Saint Mary's College of California 2006 — 2009
MBA, International Finance/Marketing
Saint Mary's College of California 2002 — 2005
B.S., Business Administration
137 Ventures February 2013 - Present
The Founders Fund March 2008 - January 2013
HSBC April 2007 - March 2008
State Street March 2006 - April 2007
State Street May 2005 - March 2006
Skills
Venture Capital, Hedge Funds, Fund Accounting, Fund Of Funds, Alternative Investments, Mutual Funds, Investor Relations, Finance, Entrepreneurship, Investments, Financial Modeling, Private Equity, Due Diligence, Valuation, Start-ups, Corporate Development, Corporate Finance, Asset Management, GAAP, Financial Analysis
Education
Saint Mary's College of California 2006 — 2009
MBA, International Finance/Marketing
Saint Mary's College of California 2002 — 2005
B.S., Business Administration
Tom Eckenrode Tom Eckenrode's State Street Experience August 2013 - Present
Job Associate at State Street
Industry Banking
Experience
State Street August 2013 - Present
Skills
Microsoft Excel, PowerPoint
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Economics
State Street August 2013 - Present
Skills
Microsoft Excel, PowerPoint
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Christine DiRienzo's State Street Experience February 2015 - Present
Job Client Service Officer at State Street Bank
Industry Financial Services
Experience
State Street February 2015 - Present
State Street Bank July 2013 - Present
State Street July 2008 - July 2013
State Street June 2007 - June 2008
Skills
Bloomberg, Customer Service, Financial Services, Fixed Income, Equities, Derivatives, Securities
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
State Street February 2015 - Present
State Street Bank July 2013 - Present
State Street July 2008 - July 2013
State Street June 2007 - June 2008
Skills
Bloomberg, Customer Service, Financial Services, Fixed Income, Equities, Derivatives, Securities
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
Kyle Swierzewski Kyle Swierzewski's State Street Experience May 2015 - Present
Job Fund Accountant/Pricing Analyst, Senior Associate at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street Bank June 2014 - Present
State Street January 2014 - June 2014
Salem Five Bank April 2013 - January 2014
American Income Life February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Stock Trading, International Business..., Thomson Reuters
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Financial Economics
Williston Northampton School
State Street May 2015 - Present
State Street Bank June 2014 - Present
State Street January 2014 - June 2014
Salem Five Bank April 2013 - January 2014
American Income Life February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Stock Trading, International Business..., Thomson Reuters
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Financial Economics
Williston Northampton School
Jason Morgan-Voyce's State Street Experience July 2007 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Kaiser Permanente June 2006 - July 2007
Skills
Fixed Income, Mutual Funds, Equities, Asset Managment, Securities, Bloomberg, Hedge Funds, Fund Accounting, Financial Analysis, Portfolio Management, Account Reconciliation, Investments, Derivatives, Alternative Investments
Education
Saint Mary's College of California 1996 — 2000
B.S., Economics
Jesuit High School
Jesuit High School
State Street July 2007 - Present
Kaiser Permanente June 2006 - July 2007
Skills
Fixed Income, Mutual Funds, Equities, Asset Managment, Securities, Bloomberg, Hedge Funds, Fund Accounting, Financial Analysis, Portfolio Management, Account Reconciliation, Investments, Derivatives, Alternative Investments
Education
Saint Mary's College of California 1996 — 2000
B.S., Economics
Jesuit High School
Jesuit High School
Ciaran McCullaugh's State Street Experience January 2015 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Deerfield Partners August 2013 - May 2014
Caltronics Business Systems May 2013 - August 2013
Caltronics Business Systems May 2012 - August 2012
Skills
Research, Sales, Cold Calling, Economics, Microsoft Office, Management, Event Planning, Time Management
Education
St. Mary's College of California 2009 — 2014
Bachelor's Degree, Business Administration and Management, General
Jesuit 2006 — 2009
High School
State Street January 2015 - Present
Deerfield Partners August 2013 - May 2014
Caltronics Business Systems May 2013 - August 2013
Caltronics Business Systems May 2012 - August 2012
Skills
Research, Sales, Cold Calling, Economics, Microsoft Office, Management, Event Planning, Time Management
Education
St. Mary's College of California 2009 — 2014
Bachelor's Degree, Business Administration and Management, General
Jesuit 2006 — 2009
High School
Rafal Preis's State Street Experience June 2002 - June 2003
Job Sales Representative at GE Healthcare
Industry Medical Devices
Experience
GE Healthcare July 2015 - Present
Mizuho OSI June 2012 - July 2015
Sequoyah Country Club March 2011 - May 2012
The Pita Pit San Luis Obispo August 2004 - December 2010
Nelson Accountants Plus December 1996 - May 2004
State Street June 2002 - June 2003
Bank of the West August 1999 - December 2000
Skills
Business development, budgeting, P&L responsibility, Customer Relations, Customer Service, Microsoft Office, Operations Management, Polish, Staff Management, Promotions, Staff Training, Administration, Account Management, PowerPoint, Excel, Word, New Business Development, orthopedics, Spine, Capital Equipment, operating room, Territory Management, Territory Development, Budgets, Business Development, Training, Management, Marketing, Cold Calling, Sales Management, Team Building, Business Planning, Recruiting, Strategic Planning, Surgeons, Medical Devices, Direct Sales, Sales Process, Orthopedic, Sales Operations, Sales, Disposables, Product Launch, Sales Force Development, Orthopedics
Education
University of Pittsburgh 2001 — 2001
Semester abroad, 9 countries
Saint Mary's College of California 1997 — 2001
BS, Business Administration, Economics
Ygnacio Valley 1993 — 1997
diploma, German
Oak Grove middle school
GE Healthcare July 2015 - Present
Mizuho OSI June 2012 - July 2015
Sequoyah Country Club March 2011 - May 2012
The Pita Pit San Luis Obispo August 2004 - December 2010
Nelson Accountants Plus December 1996 - May 2004
State Street June 2002 - June 2003
Bank of the West August 1999 - December 2000
Skills
Business development, budgeting, P&L responsibility, Customer Relations, Customer Service, Microsoft Office, Operations Management, Polish, Staff Management, Promotions, Staff Training, Administration, Account Management, PowerPoint, Excel, Word, New Business Development, orthopedics, Spine, Capital Equipment, operating room, Territory Management, Territory Development, Budgets, Business Development, Training, Management, Marketing, Cold Calling, Sales Management, Team Building, Business Planning, Recruiting, Strategic Planning, Surgeons, Medical Devices, Direct Sales, Sales Process, Orthopedic, Sales Operations, Sales, Disposables, Product Launch, Sales Force Development, Orthopedics
Education
University of Pittsburgh 2001 — 2001
Semester abroad, 9 countries
Saint Mary's College of California 1997 — 2001
BS, Business Administration, Economics
Ygnacio Valley 1993 — 1997
diploma, German
Oak Grove middle school
Jonathan Parrott Jonathan Parrott's State Street Experience November 2003 - March 2006
Job Operations Manager at Dividend Assets Capital
Industry Investment Management
Experience
Dividend Assets Capital March 2012 - Present
Thomson Reuters April 2011 - March 2012
UMB Bank January 2010 - April 2011
JPMorgan Chase March 2007 - January 2011
Bank of America March 2006 - March 2007
State Street November 2003 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking
Education
Saint Anselm College 1999 — 2003
Bachelor's degree, Business
Dividend Assets Capital March 2012 - Present
Thomson Reuters April 2011 - March 2012
UMB Bank January 2010 - April 2011
JPMorgan Chase March 2007 - January 2011
Bank of America March 2006 - March 2007
State Street November 2003 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking
Education
Saint Anselm College 1999 — 2003
Bachelor's degree, Business
Thomas Michalik Thomas Michalik's State Street Experience June 2013 - January 2014
Job Associate Position Management, Derivative Operations at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company January 2014 - Present
State Street June 2013 - January 2014
State Street July 2012 - June 2013
Northeast Planning Associates January 2012 - May 2012
Education
Saint Anselm College 2008 — 2012
BA, Business
Harvard Management Company January 2014 - Present
State Street June 2013 - January 2014
State Street July 2012 - June 2013
Northeast Planning Associates January 2012 - May 2012
Education
Saint Anselm College 2008 — 2012
BA, Business
Ryan Fournier Ryan Fournier's State Street Experience September 2012 - July 2014
Job Internal Audit Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
State Street September 2012 - July 2014
Skills
Auditing, Internal Controls, Internal Audit, Corporate Finance, Finance, Enterprise Risk..., Financial Risk, Assurance, Managerial Finance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance, General
Goldman Sachs August 2014 - Present
State Street September 2012 - July 2014
Skills
Auditing, Internal Controls, Internal Audit, Corporate Finance, Finance, Enterprise Risk..., Financial Risk, Assurance, Managerial Finance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance, General
Noel Henry Noel Henry's State Street Experience August 2003 - September 2004
Job Managing Director at Man Group
Industry Investment Management
Experience
Numeric Investors June 2012 - September 2014
State Street Global Advisors February 2007 - January 2012
State Street Global Advisors March 2006 - February 2007
State Street August 2003 - September 2004
Peace Corps June 2002 - May 2003
MFS Investment Management October 2000 - August 2001
Skills
Investments, Equities, Mutual Funds, New Business Development, Investment Management, Alternative Investments, Series 7, Asset Managment, Relationship Management, Fixed Income, Hedge Funds, Asset Allocation, Business Development, Investment Strategies, Portfolio Management, Securities
Education
Saint Anselm College 1996 — 2000
BA, Politics
Numeric Investors June 2012 - September 2014
State Street Global Advisors February 2007 - January 2012
State Street Global Advisors March 2006 - February 2007
State Street August 2003 - September 2004
Peace Corps June 2002 - May 2003
MFS Investment Management October 2000 - August 2001
Skills
Investments, Equities, Mutual Funds, New Business Development, Investment Management, Alternative Investments, Series 7, Asset Managment, Relationship Management, Fixed Income, Hedge Funds, Asset Allocation, Business Development, Investment Strategies, Portfolio Management, Securities
Education
Saint Anselm College 1996 — 2000
BA, Politics
Matthew Musselman Matthew Musselman's State Street Experience March 2015 - Present
Job Associate II at State Street Investment Manager Services
Industry Financial Services
Experience
State Street March 2015 - Present
Giant July 2012 - March 2015
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Qualitative Research, Research, Econometrics, Statistics, Stata, RATS Econometrics..., LaTeX, Windows, Linux, Data Analysis, The R Project for..., Data Entry, Statistical Modeling, Database Management, Trend Analysis, Retail, Customer Retention, Time Management, Statistical Data..., Organization Skills, Economic Data Analysis, Analysis, Financial Analysis, Creative Writing, Quantitative Research, Labor Economics
Education
Temple University 2011 — 2014
Master of Arts (M.A.), Economics, 3.0
Saint Joseph's University 2007 — 2011
Bachelor of Arts (B.A.), Economics, 3.7
Lansdale Catholic High School 2003 — 2007
High School Diploma, 3.8
State Street March 2015 - Present
Giant July 2012 - March 2015
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Qualitative Research, Research, Econometrics, Statistics, Stata, RATS Econometrics..., LaTeX, Windows, Linux, Data Analysis, The R Project for..., Data Entry, Statistical Modeling, Database Management, Trend Analysis, Retail, Customer Retention, Time Management, Statistical Data..., Organization Skills, Economic Data Analysis, Analysis, Financial Analysis, Creative Writing, Quantitative Research, Labor Economics
Education
Temple University 2011 — 2014
Master of Arts (M.A.), Economics, 3.0
Saint Joseph's University 2007 — 2011
Bachelor of Arts (B.A.), Economics, 3.7
Lansdale Catholic High School 2003 — 2007
High School Diploma, 3.8
Christian Jevne Christian Jevne's State Street Experience January 2013 - August 2014
Job The Jevne Team, Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2014 - Present
State Street January 2013 - August 2014
Hertz Local Edition September 2011 - February 2013
CVS Caremark Corporation October 2005 - February 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Word, Excel, Team Building, Social Networking, Team Leadership, Inventory Management, Time Management, Training, Sales, Microsoft Excel, Microsoft Word, Social Media
Education
Saint Michael's College 2006 — 2010
BA, History
Norwell High School 2002 — 2006
High School
Coldwell Banker Residential Brokerage August 2014 - Present
State Street January 2013 - August 2014
Hertz Local Edition September 2011 - February 2013
CVS Caremark Corporation October 2005 - February 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Word, Excel, Team Building, Social Networking, Team Leadership, Inventory Management, Time Management, Training, Sales, Microsoft Excel, Microsoft Word, Social Media
Education
Saint Michael's College 2006 — 2010
BA, History
Norwell High School 2002 — 2006
High School
Patrick Song Patrick Song's State Street Experience April 2014 - Present
Job Accounting/Pricing Specialist
Industry Accounting
Experience
State Street April 2014 - Present
Combined Insurance May 2013 - Present
Saint Anselm College Men's Basketball Team October 2012 - March 2013
Wright Risk Management May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Sales, Leadership, Time Management, Management
Education
Saint Anselm College 2009 — 2013
Bachelor's degree, Business/Commerce, General
Marblehead High School 2005 — 2009
High school diploma
State Street April 2014 - Present
Combined Insurance May 2013 - Present
Saint Anselm College Men's Basketball Team October 2012 - March 2013
Wright Risk Management May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Sales, Leadership, Time Management, Management
Education
Saint Anselm College 2009 — 2013
Bachelor's degree, Business/Commerce, General
Marblehead High School 2005 — 2009
High school diploma
Daniel Forde Daniel Forde's State Street Experience November 2009 - January 2012
Job Vice President of Sales
Industry Retail
Experience
Media One Products January 2012 - Present
State Street November 2009 - January 2012
Morgan Stanley Investment Management June 2006 - November 2009
Skills
Asset Allocation, Sales, Account Management, Customer Service, Insurance, Marketing, Marketing Strategy, Microsoft Excel
Education
St. Joseph's University 2002 — 2006
B.S., Finance, Economics
St. Joseph's Prep 1998 — 2002
Media One Products January 2012 - Present
State Street November 2009 - January 2012
Morgan Stanley Investment Management June 2006 - November 2009
Skills
Asset Allocation, Sales, Account Management, Customer Service, Insurance, Marketing, Marketing Strategy, Microsoft Excel
Education
St. Joseph's University 2002 — 2006
B.S., Finance, Economics
St. Joseph's Prep 1998 — 2002
Michael DePesa Michael DePesa's State Street Experience April 2007 - December 2007
Job Sales Manager at Crosspoint Engineering
Industry Biotechnology
Experience
Crosspoint Engineering December 2012 - Present
Crosspoint Engineering April 2011 - December 2012
Costco Wholesale February 2009 - April 2011
Dearborn Brand December 2007 - December 2008
State Street April 2007 - December 2007
Walt Disney World August 2006 - January 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Budgets, Microsoft Office, Microsoft Word, Contract Negotiation, Sales, Operations Management, Engineering, Manufacturing, Leadership, Automation, Team Leadership, Troubleshooting, Networking
Education
Saint Anselm College 2003 — 2007
Business
Xaverian Brothers High School 1999 — 2003
Crosspoint Engineering December 2012 - Present
Crosspoint Engineering April 2011 - December 2012
Costco Wholesale February 2009 - April 2011
Dearborn Brand December 2007 - December 2008
State Street April 2007 - December 2007
Walt Disney World August 2006 - January 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Budgets, Microsoft Office, Microsoft Word, Contract Negotiation, Sales, Operations Management, Engineering, Manufacturing, Leadership, Automation, Team Leadership, Troubleshooting, Networking
Education
Saint Anselm College 2003 — 2007
Business
Xaverian Brothers High School 1999 — 2003
Matthew Manning's State Street Experience November 2013 - Present
Job Assistant Vice President, State Street
Industry Financial Services
Experience
State Street November 2013 - Present
SEI Investments January 2008 - November 2013
SEI Investments May 2007 - December 2007
SEI Investments December 2006 - May 2007
SEI Investments October 2004 - November 2006
Skills
Portfolio Management, Trading, Securities, Bloomberg, Bonds, Credit, Fixed Income, Series 65, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Asset Management, Financial Analysis
Education
Villanova University 2009 — 2011
MBA, Finance
Saint Joseph's University 1999 — 2003
BS, Economics
St. John's High School 1995 — 1999
State Street November 2013 - Present
SEI Investments January 2008 - November 2013
SEI Investments May 2007 - December 2007
SEI Investments December 2006 - May 2007
SEI Investments October 2004 - November 2006
Skills
Portfolio Management, Trading, Securities, Bloomberg, Bonds, Credit, Fixed Income, Series 65, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Asset Management, Financial Analysis
Education
Villanova University 2009 — 2011
MBA, Finance
Saint Joseph's University 1999 — 2003
BS, Economics
St. John's High School 1995 — 1999
Angelica Garcia Beckman Angelica Garcia Beckman's State Street Experience January 2000 - October 2000
Job Financial Services Professional
Industry Accounting
Experience
KPMG August 2004 - April 2005
Unversity of California October 2000 - August 2004
State Street January 2000 - October 2000
Fireside Thrift and Loan July 1997 - January 2000
Education
Saint Mary's College of California 1993 — 1997
Saint Mary's College of California 1993 — 1997
KPMG August 2004 - April 2005
Unversity of California October 2000 - August 2004
State Street January 2000 - October 2000
Fireside Thrift and Loan July 1997 - January 2000
Education
Saint Mary's College of California 1993 — 1997
Saint Mary's College of California 1993 — 1997
Bobby Alvarado's State Street Experience June 2014 - January 2015
Job CoOwner, Marina Manager at Insight Bridgewaye Inn Marina, LLC
Industry Accounting
Experience
Insight Bridgewaye Inn Marina, LLC January 2015 - Present
State Street June 2014 - January 2015
Cushman & Wakefield September 2013 - January 2014
Cushman & Wakefield June 2013 - August 2013
Black Rock Country Club June 2008 - August 2013
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, QuickBooks, Financial Analysis, Time Management, Teamwork, Budgets, Customer Service, Team Leadership, Yardi Property..., Argus Modeling, Auditing, Internal Audit, Leadership, Management
Education
University of Massachusetts Boston 2015 — 2015
Master's degree, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor's degree, Accounting
Hingham High School 2006 — 2010
Insight Bridgewaye Inn Marina, LLC January 2015 - Present
State Street June 2014 - January 2015
Cushman & Wakefield September 2013 - January 2014
Cushman & Wakefield June 2013 - August 2013
Black Rock Country Club June 2008 - August 2013
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, QuickBooks, Financial Analysis, Time Management, Teamwork, Budgets, Customer Service, Team Leadership, Yardi Property..., Argus Modeling, Auditing, Internal Audit, Leadership, Management
Education
University of Massachusetts Boston 2015 — 2015
Master's degree, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor's degree, Accounting
Hingham High School 2006 — 2010
Tyler Velky Tyler Velky's State Street Experience August 2015 - Present
Job AIS Fund Accountant
Industry Accounting
Experience
State Street August 2015 - Present
State Street June 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Public Speaking, Customer Service, Social Media, Research, Teamwork, Financial Analysis
Education
Saint Joseph's University 2010 — 2014
Accounting
Bergen Catholic
State Street August 2015 - Present
State Street June 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Public Speaking, Customer Service, Social Media, Research, Teamwork, Financial Analysis
Education
Saint Joseph's University 2010 — 2014
Accounting
Bergen Catholic
Jenna VanderMost Jenna VanderMost's State Street Experience July 2004 - February 2006
Job Executive Producer
Industry Marketing and Advertising
Experience
Newfangled Studios May 2011 - Present
Brown Brothers Harriman December 2009 - May 2011
Brown Brothers Harriman April 2007 - December 2009
Western Asset Management 2006 - 2007
State Street July 2004 - February 2006
Skills
Portfolio Management, Video Production, Management, Finance, Post Production, Project Management, Analytics, Investment Management, Producing, Logistics Management, Budgets, Production Budgeting, Budget Monitoring, Budget Reconciliation, Web Video
Education
Saint Anselm College 2000 — 2004
BS, Business
Newfangled Studios May 2011 - Present
Brown Brothers Harriman December 2009 - May 2011
Brown Brothers Harriman April 2007 - December 2009
Western Asset Management 2006 - 2007
State Street July 2004 - February 2006
Skills
Portfolio Management, Video Production, Management, Finance, Post Production, Project Management, Analytics, Investment Management, Producing, Logistics Management, Budgets, Production Budgeting, Budget Monitoring, Budget Reconciliation, Web Video
Education
Saint Anselm College 2000 — 2004
BS, Business
David Reale David Reale's State Street Experience September 2014 - Present
Job Account Manager, State Street Global Services
Industry Financial Services
Experience
State Street September 2014 - Present
State Street June 2013 - September 2014
Sports Authority July 2011 - December 2013
State Street August 2011 - May 2013
Town of Brentwood January 2011 - May 2011
Friendly's Ice Cream, LLC 2009 - 2011
Norfolk Ice Arena June 2004 - August 2007
Skills
Loan Servicing, Customer Service, wall street office..., Customer Satisfaction, Customer Engagement, Fund Accounting, Asset Management, Investment Strategies, Microsoft Word, Financial Analysis, Financial Reporting, Portfolio Management, Mutual Funds, Microsoft Excel, Microsoft Office, Loans, Commercial Banking, Retail Sales, Financial Services, Finance, Managerial Finance, Research, Time Management, Communication, Bloomberg
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (BA), Business/Commerce, General
Xaverian Brother's High School 2004 — 2007
High School Diploma, General studies
State Street September 2014 - Present
State Street June 2013 - September 2014
Sports Authority July 2011 - December 2013
State Street August 2011 - May 2013
Town of Brentwood January 2011 - May 2011
Friendly's Ice Cream, LLC 2009 - 2011
Norfolk Ice Arena June 2004 - August 2007
Skills
Loan Servicing, Customer Service, wall street office..., Customer Satisfaction, Customer Engagement, Fund Accounting, Asset Management, Investment Strategies, Microsoft Word, Financial Analysis, Financial Reporting, Portfolio Management, Mutual Funds, Microsoft Excel, Microsoft Office, Loans, Commercial Banking, Retail Sales, Financial Services, Finance, Managerial Finance, Research, Time Management, Communication, Bloomberg
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (BA), Business/Commerce, General
Xaverian Brother's High School 2004 — 2007
High School Diploma, General studies
Chris LaPorte's State Street Experience May 2015 - Present
Job IT Risk and Compliance Analyst
Industry Information Technology and Services
Experience
State Street May 2015 - Present
State Street Bank May 2013 - May 2015
State Street Bank October 2008 - May 2013
Convention Data Services March 2006 - October 2008
Skills
Access, Computer Hardware, Databases, Firewalls, Hardware, Information Technology, Management, Microsoft Excel, Network Security, Networking, Security, Software Installation, Technical Support, Testing, Troubleshooting, Windows, XP, Microsoft Office, Disaster Recovery, Internal Audit, Information Security
Education
Saint Leo University 2001 — 2005
Bachelor of Science, Computer Information Systems; Computer Information Systems
State Street May 2015 - Present
State Street Bank May 2013 - May 2015
State Street Bank October 2008 - May 2013
Convention Data Services March 2006 - October 2008
Skills
Access, Computer Hardware, Databases, Firewalls, Hardware, Information Technology, Management, Microsoft Excel, Network Security, Networking, Security, Software Installation, Technical Support, Testing, Troubleshooting, Windows, XP, Microsoft Office, Disaster Recovery, Internal Audit, Information Security
Education
Saint Leo University 2001 — 2005
Bachelor of Science, Computer Information Systems; Computer Information Systems
Dax Johnson, CFA Dax Johnson, CFA's State Street Experience February 2012 - Present
Job Regional Director, Investment Analytics Client Service at State Street
Industry Financial Services
Experience
State Street February 2012 - Present
State Street February 2007 - February 2012
State Street June 2000 - February 2007
Skills
Investments, Equities, Fixed Income, Mutual Funds, Securities, Alternative Investments, Valuation, Relationship Management, Investment Strategies, Financial Services, Derivatives, Financial Analysis, Financial Modeling, Risk Management, Financial Risk
Education
University of San Francisco 2005 — 2007
M.S., Financial Analysis
Saint Mary's College of California 1996 — 2000
B.S.E., Finance, Economics
State Street February 2012 - Present
State Street February 2007 - February 2012
State Street June 2000 - February 2007
Skills
Investments, Equities, Fixed Income, Mutual Funds, Securities, Alternative Investments, Valuation, Relationship Management, Investment Strategies, Financial Services, Derivatives, Financial Analysis, Financial Modeling, Risk Management, Financial Risk
Education
University of San Francisco 2005 — 2007
M.S., Financial Analysis
Saint Mary's College of California 1996 — 2000
B.S.E., Finance, Economics
Jason Thibeault Jason Thibeault's State Street Experience September 2014 - Present
Job Assistant Vice President, Alternative Sector Sales at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Stret November 2012 - Present
State Street October 2008 - November 2012
State Street March 2008 - October 2008
State Street June 2007 - 2008
State Street Bank March 2006 - June 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Business Development, Equities, Asset Management, Investments, Financial Services, Mutual Funds, Portfolio Management, Derivatives, Series 7, Securities, Fund Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Management
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Finance, Economics
State Street September 2014 - Present
State Stret November 2012 - Present
State Street October 2008 - November 2012
State Street March 2008 - October 2008
State Street June 2007 - 2008
State Street Bank March 2006 - June 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Business Development, Equities, Asset Management, Investments, Financial Services, Mutual Funds, Portfolio Management, Derivatives, Series 7, Securities, Fund Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Management
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Finance, Economics
Dennis Dobecki Dennis Dobecki's State Street Experience September 1988 - November 1989
Job Medical Bill Negotiator, Patient Advocate, Benefits Consultant
Industry Consumer Services
Experience
INSNET, LLC July 2007 - Present
Retail Benefits September 2012 - Present
Insurance Negotiating Service September 1992 - Present
GAB Robins February 1990 - August 1995
State Street September 1988 - November 1989
Skills
Insurance, Sales Process, Succession Planning, Health Insurance, Benefits Administration, Negotiation, Medical Billing, Claim, Healthcare, Disability Insurance, Life Insurance, Medicare, Sales, Employee Benefits, HIPAA, Managed Care, Term Life Insurance, Health Savings Accounts, Medicare Part D, Selling, Customer Service, Strategic Planning, Dentistry, Long-term Care, Small Business, Team Building, Access, Workers Compensation, COBRA, Brokers, Marketing, Underwriting, Customer Retention, Sales Presentations, Executive Management, Retirement, Leadership, Account Management, Training, Fundraising, 401k, Cold Calling, Accident, Health Policy, Property & Casualty..., Fixed Annuities
Education
Saint Michael's College 1984 — 1988
BS, Business Administration
Saint Michael's College 1984 — 1988
INSNET, LLC July 2007 - Present
Retail Benefits September 2012 - Present
Insurance Negotiating Service September 1992 - Present
GAB Robins February 1990 - August 1995
State Street September 1988 - November 1989
Skills
Insurance, Sales Process, Succession Planning, Health Insurance, Benefits Administration, Negotiation, Medical Billing, Claim, Healthcare, Disability Insurance, Life Insurance, Medicare, Sales, Employee Benefits, HIPAA, Managed Care, Term Life Insurance, Health Savings Accounts, Medicare Part D, Selling, Customer Service, Strategic Planning, Dentistry, Long-term Care, Small Business, Team Building, Access, Workers Compensation, COBRA, Brokers, Marketing, Underwriting, Customer Retention, Sales Presentations, Executive Management, Retirement, Leadership, Account Management, Training, Fundraising, 401k, Cold Calling, Accident, Health Policy, Property & Casualty..., Fixed Annuities
Education
Saint Michael's College 1984 — 1988
BS, Business Administration
Saint Michael's College 1984 — 1988
Justin M. Kusy Justin M. Kusy's State Street Experience July 2014 - Present
Job Compliance Analyst Officer at State Street
Industry Capital Markets
Experience
State Street July 2014 - Present
State Street July 2013 - Present
State Street January 2012 - July 2013
State Street November 2009 - January 2012
Oppenheimer & Co. August 2007 - October 2008
Filene's May 2005 - February 2006
Skills
Series 63, Financial Risk, Enterprise Risk..., Financial Analysis, Securities Regulation, Financial Reporting, Investments, Risk Assessment, Securities, Financial Services, Database Queries, Reporting & Analysis, Management, Stress Testing, CRM, Trading, Options, FX Options, Bonds, Mutual Funds, Bloomberg, ETFs, Asset Allocation, Asset Management, Financial Modeling, Retirement Planning, Portfolio Management, Insurance, Analysis
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1999 — 2003
State Street July 2014 - Present
State Street July 2013 - Present
State Street January 2012 - July 2013
State Street November 2009 - January 2012
Oppenheimer & Co. August 2007 - October 2008
Filene's May 2005 - February 2006
Skills
Series 63, Financial Risk, Enterprise Risk..., Financial Analysis, Securities Regulation, Financial Reporting, Investments, Risk Assessment, Securities, Financial Services, Database Queries, Reporting & Analysis, Management, Stress Testing, CRM, Trading, Options, FX Options, Bonds, Mutual Funds, Bloomberg, ETFs, Asset Allocation, Asset Management, Financial Modeling, Retirement Planning, Portfolio Management, Insurance, Analysis
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1999 — 2003
Elda Paftalaku's State Street Experience April 2015 - Present
Job Recruiting Coordinator at State Street Corporation
Industry Education Management
Experience
State Street April 2015 - Present
Skills
SPSS, Project Planning, Healthcare, Teamwork, Leadership, Microsoft Office, Research, Fundraising, Training, PowerPoint, Event Planning, Program Development, Statistics, Social Media, Microsoft Excel, Community Outreach, Critical Thinking, Microsoft Word, Teaching, Inventory Management, QuickBooks
Education
Saint Anselm College 2009 — 2013
Bachelors of Arts
State Street April 2015 - Present
Skills
SPSS, Project Planning, Healthcare, Teamwork, Leadership, Microsoft Office, Research, Fundraising, Training, PowerPoint, Event Planning, Program Development, Statistics, Social Media, Microsoft Excel, Community Outreach, Critical Thinking, Microsoft Word, Teaching, Inventory Management, QuickBooks
Education
Saint Anselm College 2009 — 2013
Bachelors of Arts
Brian Boulet Brian Boulet's State Street Experience June 2007 - August 2007
Job Associate Counsel at Voya Financial
Industry Insurance
Experience
Voya Financial August 2015 - Present
Carmody Torrance Sandak & Hennessey LLP (formerly Carmody & Torrance LLP) May 2013 - August 2015
State of Connecticut January 2012 - April 2013
Aetna May 2012 - August 2012
Lincoln Financial Group August 2008 - August 2011
State Street June 2007 - August 2007
Skills
Investments, Legal Writing, Portfolio Management, Mutual Funds, Financial Services, Insurance, Accounting, Analysis, Litigation, Securities, Legal Assistance, Legal Research, Research
Education
The University of Connecticut School of Law 2011 — 2014
Juris Doctor with Honors
Saint Joseph's University 2004 — 2008
BA, Economics, French
Mount Saint Charles Academy 2000 — 2004
Voya Financial August 2015 - Present
Carmody Torrance Sandak & Hennessey LLP (formerly Carmody & Torrance LLP) May 2013 - August 2015
State of Connecticut January 2012 - April 2013
Aetna May 2012 - August 2012
Lincoln Financial Group August 2008 - August 2011
State Street June 2007 - August 2007
Skills
Investments, Legal Writing, Portfolio Management, Mutual Funds, Financial Services, Insurance, Accounting, Analysis, Litigation, Securities, Legal Assistance, Legal Research, Research
Education
The University of Connecticut School of Law 2011 — 2014
Juris Doctor with Honors
Saint Joseph's University 2004 — 2008
BA, Economics, French
Mount Saint Charles Academy 2000 — 2004
Daniel Garvey Daniel Garvey's State Street Experience September 2015 - Present
Job Graduate Accounting Student at UMKC
Industry Accounting
Experience
State Street September 2015 - Present
Cardinal Group Management May 2015 - August 2015
EY January 2015 - March 2015
FleishmanHillard January 2014 - November 2014
Global Spectrum August 2013 - February 2014
City of Chicago June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Economics, Accounts Payable, Finance, Social Media, Leadership, Time Management
Education
University of Missouri-Kansas City 2015 — 2016
Master’s Degree, Master of Science in Accounting
Saint Louis University 2011 — 2015
Bachelor’s Degree, Accounting
Regent's University London 2013 — 2013
Study Abroad
Marist High School 2007 — 2011
High School
State Street September 2015 - Present
Cardinal Group Management May 2015 - August 2015
EY January 2015 - March 2015
FleishmanHillard January 2014 - November 2014
Global Spectrum August 2013 - February 2014
City of Chicago June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Economics, Accounts Payable, Finance, Social Media, Leadership, Time Management
Education
University of Missouri-Kansas City 2015 — 2016
Master’s Degree, Master of Science in Accounting
Saint Louis University 2011 — 2015
Bachelor’s Degree, Accounting
Regent's University London 2013 — 2013
Study Abroad
Marist High School 2007 — 2011
High School
Jacqueline Bouchie's State Street Experience July 2014 - Present
Job State Street Global Advisors
Industry Financial Services
Experience
State Street July 2014 - Present
EVR Advertising January 2014 - May 2014
Boathouse June 2013 - August 2013
Woodland Country Club June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Photoshop
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (BA), Communication, General
State Street July 2014 - Present
EVR Advertising January 2014 - May 2014
Boathouse June 2013 - August 2013
Woodland Country Club June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Photoshop
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (BA), Communication, General
Daniel Mullan's State Street Experience July 2012 - January 2013
Job
Industry Computer Software
Experience
VMTurbo March 2015 - Present
VMTurbo September 2014 - Present
Meltwater Group April 2014 - August 2014
AppNeta January 2013 - April 2014
State Street July 2012 - January 2013
WTAS 2011 - 2011
Education
Saint Joseph's University 2008 — 2012
Boston College High School 2004 — 2008
VMTurbo March 2015 - Present
VMTurbo September 2014 - Present
Meltwater Group April 2014 - August 2014
AppNeta January 2013 - April 2014
State Street July 2012 - January 2013
WTAS 2011 - 2011
Education
Saint Joseph's University 2008 — 2012
Boston College High School 2004 — 2008
Haley Leet Haley Leet's State Street Experience December 2011 - April 2012
Job Account Manager at Verizon Digital Media Services
Industry Information Technology and Services
Experience
Verizon Digital Media Services June 2015 - Present
EdgeCast Networks April 2014 - May 2015
Eaton Vance April 2012 - February 2014
State Street December 2011 - April 2012
State Street March 2011 - December 2011
enLabel Global Services December 2010 - March 2011
Covidien May 2009 - August 2009
Skills
Account Reconciliation, Accounting, Marketing, Sales, Derivatives, Mutual Funds, Analysis, Fund Administration, Management, Account Management, Financial Reporting, Customer Service, Social Media Marketing, Financial Services
Education
Saint Michael's College 2006 — 2010
BS, Business Administration
University of Salamanca
Spanish, Spanish
Verizon Digital Media Services June 2015 - Present
EdgeCast Networks April 2014 - May 2015
Eaton Vance April 2012 - February 2014
State Street December 2011 - April 2012
State Street March 2011 - December 2011
enLabel Global Services December 2010 - March 2011
Covidien May 2009 - August 2009
Skills
Account Reconciliation, Accounting, Marketing, Sales, Derivatives, Mutual Funds, Analysis, Fund Administration, Management, Account Management, Financial Reporting, Customer Service, Social Media Marketing, Financial Services
Education
Saint Michael's College 2006 — 2010
BS, Business Administration
University of Salamanca
Spanish, Spanish
Patrick Gill Patrick Gill's State Street Experience September 2004 - August 2005
Job Vice President, Regional Representative at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2012 - Present
Eaton Vance August 2005 - January 2012
State Street September 2004 - August 2005
Skills
Separately Managed..., Mutual Funds, Managed Accounts, Series 63, Series 6, Series 7, Series 65, Asset Allocation, Managing Accounts, Uniform Combined State..., Securities, ETFs, Investment Strategies, Alternative Investments, FINRA, Investment Advisory, Investment Management, Wealth Management
Education
Saint Bonaventure University 2000 — 2004
BBA, Marketing
BC High 1996 — 2000
Eaton Vance January 2012 - Present
Eaton Vance August 2005 - January 2012
State Street September 2004 - August 2005
Skills
Separately Managed..., Mutual Funds, Managed Accounts, Series 63, Series 6, Series 7, Series 65, Asset Allocation, Managing Accounts, Uniform Combined State..., Securities, ETFs, Investment Strategies, Alternative Investments, FINRA, Investment Advisory, Investment Management, Wealth Management
Education
Saint Bonaventure University 2000 — 2004
BBA, Marketing
BC High 1996 — 2000
Kyan Nademi Kyan Nademi's State Street Experience November 2013 - Present
Job Settlements Associate at State Street
Industry Financial Services
Experience
State Street November 2013 - Present
Invesco Canada November 2012 - August 2013
London Life May 2011 - May 2012
The Town of Markham November 2010 - May 2011
Education
Saint Mary's University 2006 — 2010
Commerce, Finance & Marketing
State Street November 2013 - Present
Invesco Canada November 2012 - August 2013
London Life May 2011 - May 2012
The Town of Markham November 2010 - May 2011
Education
Saint Mary's University 2006 — 2010
Commerce, Finance & Marketing
Stephen Vaccaro's State Street Experience July 2007 - November 2008
Job Senior Financial Operations Analyst at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial June 2014 - Present
Liberty Mutual Group Asset Management Inc November 2008 - June 2014
Liberty Mutual Group November 2008 - January 2012
State Street July 2007 - November 2008
State Street Bank July 2007 - November 2008
Merrill Lynch January 2007 - April 2007
Skills
Securities, Mutual Funds, Accounting, Investments, Analysis, Financial Services, Equities, Finance, Trading, Management, Banking, Bloomberg, Bonds, Field Work, Financial Analysis, Portfolio Management
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Financial Economics
Sun Life Financial June 2014 - Present
Liberty Mutual Group Asset Management Inc November 2008 - June 2014
Liberty Mutual Group November 2008 - January 2012
State Street July 2007 - November 2008
State Street Bank July 2007 - November 2008
Merrill Lynch January 2007 - April 2007
Skills
Securities, Mutual Funds, Accounting, Investments, Analysis, Financial Services, Equities, Finance, Trading, Management, Banking, Bloomberg, Bonds, Field Work, Financial Analysis, Portfolio Management
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Financial Economics
Olusola Akinsola, MBA Olusola Akinsola, MBA's State Street Experience May 2006 - May 2008
Job Assistant Vice President Finance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase November 2012 - February 2014
University of Pennsylvania December 2011 - November 2012
GSI Commerce August 2010 - November 2011
GMAC Mortgage April 2008 - August 2010
State Street May 2006 - May 2008
Skills
Financial Analysis, Reconciliation, Financial Reporting, Forecasting, Excel, Access, Budgeting, Funding, Valuation, Analysis, PowerPoint, Word, Statistics, Microsoft Office, Customer Relations, SAP, Capital Markets, Supervisory Skills, Modeling, MS Project, Business Objects, Securities, Microsoft Money, Financial Modeling, Financial Planning, Bloomberg, General Ledger, Pricing, Cash Flow, Essbase, Data Analysis, Financial Accounting, Accounts Payable, Cash Management, Outlook, Investments, Accruals, Corporate Finance, Portfolio Management, Business Analysis, Equities, PeopleSoft, Banking, Process Improvement, Variance Analysis, Microsoft Excel, Budgets, Strategic Financial..., Financial Forecasting, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
BBA, Economics, Finance
JPMorgan Chase February 2014 - Present
JPMorgan Chase November 2012 - February 2014
University of Pennsylvania December 2011 - November 2012
GSI Commerce August 2010 - November 2011
GMAC Mortgage April 2008 - August 2010
State Street May 2006 - May 2008
Skills
Financial Analysis, Reconciliation, Financial Reporting, Forecasting, Excel, Access, Budgeting, Funding, Valuation, Analysis, PowerPoint, Word, Statistics, Microsoft Office, Customer Relations, SAP, Capital Markets, Supervisory Skills, Modeling, MS Project, Business Objects, Securities, Microsoft Money, Financial Modeling, Financial Planning, Bloomberg, General Ledger, Pricing, Cash Flow, Essbase, Data Analysis, Financial Accounting, Accounts Payable, Cash Management, Outlook, Investments, Accruals, Corporate Finance, Portfolio Management, Business Analysis, Equities, PeopleSoft, Banking, Process Improvement, Variance Analysis, Microsoft Excel, Budgets, Strategic Financial..., Financial Forecasting, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
BBA, Economics, Finance
Anne Houska, PHR Anne Houska, PHR's State Street Experience January 2010 - Present
Job Talent Acquisition Coordinator, Senior Associate at State Street Supporting Kansas City and California Locations
Industry Financial Services
Experience
State Street January 2010 - Present
Pure Fishing July 2009 - January 2010
Washington University in St. Louis September 2006 - May 2009
Skills
PeopleSoft, College Recruiting, Onboarding, Applicant Tracking..., Recruiting, Talent Management, Human Resources, Interviews, Talent Acquisition, Employee Benefits, New Hire Orientations, Employee Relations, HRIS
Education
Saint Louis University 2003 — 2005
BA, Psychology
Nerinx Hall High School 1998 — 2001
State Street January 2010 - Present
Pure Fishing July 2009 - January 2010
Washington University in St. Louis September 2006 - May 2009
Skills
PeopleSoft, College Recruiting, Onboarding, Applicant Tracking..., Recruiting, Talent Management, Human Resources, Interviews, Talent Acquisition, Employee Benefits, New Hire Orientations, Employee Relations, HRIS
Education
Saint Louis University 2003 — 2005
BA, Psychology
Nerinx Hall High School 1998 — 2001
Robert Zellner's State Street Experience January 2011 - June 2013
Job Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Danny Corcoran's State Street Experience June 2008 - August 2008
Job Commercial Lines Underwriting at Arbella Insurance Group
Industry Marketing and Advertising
Experience
Arbella Insurance Group August 2015 - Present
Arbella Insurance Group August 2012 - Present
Arbella Insurance Group July 2011 - August 2012
Arbella Insurance Group June 2010 - August 2010
Arbella Insurance Group May 2009 - July 2009
State Street June 2008 - August 2008
Skills
PowerPoint, Social Media, Marketing, Microsoft Office, Online Research, Advertising, Social Media Marketing, Public Relations, Microsoft Excel
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Arbella Insurance Group August 2015 - Present
Arbella Insurance Group August 2012 - Present
Arbella Insurance Group July 2011 - August 2012
Arbella Insurance Group June 2010 - August 2010
Arbella Insurance Group May 2009 - July 2009
State Street June 2008 - August 2008
Skills
PowerPoint, Social Media, Marketing, Microsoft Office, Online Research, Advertising, Social Media Marketing, Public Relations, Microsoft Excel
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Kathleen Fulton Kathleen Fulton's State Street Experience June 2010 - November 2011
Job Assistant Director, Finance at Boston College High School
Industry Accounting
Experience
Boston College High School April 2014 - Present
Boston College High School November 2011 - April 2014
State Street June 2010 - November 2011
State Street August 2007 - June 2010
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust March 2006 - June 2006
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - November 2005
ECCO Sko A/S September 2003 - December 2003
Skills
Organized Multi-tasker, Spreadsheets, Financial Reporting, Microsoft Office, Account Reconciliation, General Ledger, GAAP, Microsoft Excel, Outstanding time..., Managerial Skills, Non-profits, Hedge Funds, Management, Auditing, Accounts Payable, Financial Statements
Education
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Fontbonne Academy 1996 — 2000
Boston College High School April 2014 - Present
Boston College High School November 2011 - April 2014
State Street June 2010 - November 2011
State Street August 2007 - June 2010
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust March 2006 - June 2006
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - November 2005
ECCO Sko A/S September 2003 - December 2003
Skills
Organized Multi-tasker, Spreadsheets, Financial Reporting, Microsoft Office, Account Reconciliation, General Ledger, GAAP, Microsoft Excel, Outstanding time..., Managerial Skills, Non-profits, Hedge Funds, Management, Auditing, Accounts Payable, Financial Statements
Education
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Fontbonne Academy 1996 — 2000
Christopher Igo Christopher Igo's State Street Experience 2010 - Present
Job Vice President, Client Relationship Manager, State Street Corporation
Industry Financial Services
Experience
State Street Corporation June 2010 - Present
State Street 2010 - Present
State Street July 2001 - June 2010
State Street Corporation August 1999 - July 2001
Scudder Kemper Investments October 1997 - August 1999
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Accounting, Middle Office, Fund Administration, Hedge Funds, Securities, Corporate Actions, Swaps, Securities Lending, FX Options, Capital Markets, Portfolio Management, Trading Systems, Global Custody, Alternative Investments, Asset Managment, Financial Services
Education
University of Massachusetts Dartmouth 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saint Leo University 1989 — 1991
Business Administration and Management, General
State Street Corporation June 2010 - Present
State Street 2010 - Present
State Street July 2001 - June 2010
State Street Corporation August 1999 - July 2001
Scudder Kemper Investments October 1997 - August 1999
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Accounting, Middle Office, Fund Administration, Hedge Funds, Securities, Corporate Actions, Swaps, Securities Lending, FX Options, Capital Markets, Portfolio Management, Trading Systems, Global Custody, Alternative Investments, Asset Managment, Financial Services
Education
University of Massachusetts Dartmouth 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saint Leo University 1989 — 1991
Business Administration and Management, General
Phil Deeney's State Street Experience June 2004 - September 2007
Job Senior Relationship Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors June 2009 - Present
State Street Global Advisors September 2007 - June 2009
State Street June 2004 - September 2007
Skills
Taft-Hartley, Institutional, Relationship Management, Business Development, Client Service, Sales, Investments, Asset Management, Series 3, Series 7, Series 63, Investor Relations, Fundraising, Asset Allocation, Investment Advisory, Investment Strategies, Commodity Markets, Futures, Commodity, Marketing
Education
Saint Anselm College 2000 — 2004
B.A., Financial Economics
Boston College High School 1996 — 2000
State Street Global Advisors June 2009 - Present
State Street Global Advisors September 2007 - June 2009
State Street June 2004 - September 2007
Skills
Taft-Hartley, Institutional, Relationship Management, Business Development, Client Service, Sales, Investments, Asset Management, Series 3, Series 7, Series 63, Investor Relations, Fundraising, Asset Allocation, Investment Advisory, Investment Strategies, Commodity Markets, Futures, Commodity, Marketing
Education
Saint Anselm College 2000 — 2004
B.A., Financial Economics
Boston College High School 1996 — 2000
Andrew Bianco Andrew Bianco's State Street Experience January 2011 - May 2011
Job Consumer Goods
Industry Consumer Goods
Experience
State Street January 2011 - May 2011
St. Louis University Men's Hockey Team August 2009 - March 2010
Skills
Microsoft Excel, Marketing Strategy, Microsoft Word, PowerPoint, Management, Advertising, Accounting, Strategy
Education
Saint Louis University 2006 — 2010
BS International Business, Management, Economics
State Street January 2011 - May 2011
St. Louis University Men's Hockey Team August 2009 - March 2010
Skills
Microsoft Excel, Marketing Strategy, Microsoft Word, PowerPoint, Management, Advertising, Accounting, Strategy
Education
Saint Louis University 2006 — 2010
BS International Business, Management, Economics
Justin DiMatteo Justin DiMatteo's State Street Experience November 2013 - November 2014
Job Account Executive Northeast at Rapid7
Industry Hospitality
Experience
Rapid7 March 2015 - Present
IdeaPaint September 2014 - March 2015
State Street November 2013 - November 2014
Uno Chicago Grill November 2010 - October 2013
Bertucci's 2005 - 2009
Skills
Customer Service, Sales, Management, Event Planning, Event Management, Microsoft Office, Microsoft Word, Time Management, Marketing, Leadership, Marketing Strategy, Information Security, Outlook, Enterprise Software, Network Security, Vendor Relationship...
Education
Saint Michael's College 2006 — 2010
wellesley high school
Rapid7 March 2015 - Present
IdeaPaint September 2014 - March 2015
State Street November 2013 - November 2014
Uno Chicago Grill November 2010 - October 2013
Bertucci's 2005 - 2009
Skills
Customer Service, Sales, Management, Event Planning, Event Management, Microsoft Office, Microsoft Word, Time Management, Marketing, Leadership, Marketing Strategy, Information Security, Outlook, Enterprise Software, Network Security, Vendor Relationship...
Education
Saint Michael's College 2006 — 2010
wellesley high school
Caitlin DeCandia, MBA's State Street Experience January 2013 - January 2014
Job Paralegal at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management January 2014 - June 2015
State Street January 2013 - January 2014
Boston Youth Fund June 2008 - December 2012
Saint Joseph's College of Maine September 2010 - May 2011
Saint Joseph's College of Maine October 2009 - November 2010
ARAMARK @ Fenway Park May 2008 - August 2010
ARAMARK Refreshment Services April 2006 - April 2007
Skills
Business Strategy, Account Management, Recruiting, Teamwork, Time Management, Business Development, Operations Management, Marketing, Project Management, Management, Strategic Planning, Marketing Strategy, Social Media Marketing, Training, Public Speaking, Community Outreach, Customer Service, Communication, Event Management
Education
Curry College 2012 — 2013
Master's Degree, Business Administration
St. Joseph's College 2007 — 2011
Bachelors, Business Managment
Fontbonne Academy 2003 — 2007
High School
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management January 2014 - June 2015
State Street January 2013 - January 2014
Boston Youth Fund June 2008 - December 2012
Saint Joseph's College of Maine September 2010 - May 2011
Saint Joseph's College of Maine October 2009 - November 2010
ARAMARK @ Fenway Park May 2008 - August 2010
ARAMARK Refreshment Services April 2006 - April 2007
Skills
Business Strategy, Account Management, Recruiting, Teamwork, Time Management, Business Development, Operations Management, Marketing, Project Management, Management, Strategic Planning, Marketing Strategy, Social Media Marketing, Training, Public Speaking, Community Outreach, Customer Service, Communication, Event Management
Education
Curry College 2012 — 2013
Master's Degree, Business Administration
St. Joseph's College 2007 — 2011
Bachelors, Business Managment
Fontbonne Academy 2003 — 2007
High School
Jay Anantharama's State Street Experience September 2007 - 2009
Job fund accountant
Industry Accounting
Experience
State Street Corporation September 2007 - August 2009
State Street September 2007 - 2009
Life Insurance Corporation of India January 1992 - January 1998
Education
Saint Louis University 2000 — 2003
M.B.A
Kerala University
Bachelor of Science, Math, Statistics
2003Saint Louis University
Master, Business Administration; MIS
State Street Corporation September 2007 - August 2009
State Street September 2007 - 2009
Life Insurance Corporation of India January 1992 - January 1998
Education
Saint Louis University 2000 — 2003
M.B.A
Kerala University
Bachelor of Science, Math, Statistics
2003Saint Louis University
Master, Business Administration; MIS
Andrew Samson's State Street Experience August 2003 - October 2004
Job Senior Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
MassDevelopment October 2005 - May 2011
MassDevelopment October 2005 - May 2008
JPMorgan Chase October 2004 - October 2005
State Street August 2003 - October 2004
Applied Materials May 2002 - May 2003
Skills
Risk Management, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Management, Enterprise Risk..., Accounting, Finance, Analysis, Internal Controls, Budgets, Risk Assessment, Internal Audit, Program Management, Business Continuity, Financial Modeling, Access, Management, Strategy, Operational Risk..., Investments, Insurance, Securities
Education
Saint Michael's College 1999 — 2003
Bachelor of Science, Accounting; Finance
Dover Sherborn Regional High School 1995 — 1999
Fidelity Investments May 2011 - Present
MassDevelopment October 2005 - May 2011
MassDevelopment October 2005 - May 2008
JPMorgan Chase October 2004 - October 2005
State Street August 2003 - October 2004
Applied Materials May 2002 - May 2003
Skills
Risk Management, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Management, Enterprise Risk..., Accounting, Finance, Analysis, Internal Controls, Budgets, Risk Assessment, Internal Audit, Program Management, Business Continuity, Financial Modeling, Access, Management, Strategy, Operational Risk..., Investments, Insurance, Securities
Education
Saint Michael's College 1999 — 2003
Bachelor of Science, Accounting; Finance
Dover Sherborn Regional High School 1995 — 1999
Joseph Torpey's State Street Experience 2007 - Present
Job
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust January 2004 - June 2007
Skills
Money Market, Banking, Fixed Income, Funding, Bloomberg, Asset Management
Education
Saint Anselm College 1999 — 2003
Nashua High
State Street 2007 - Present
Investors Bank & Trust January 2004 - June 2007
Skills
Money Market, Banking, Fixed Income, Funding, Bloomberg, Asset Management
Education
Saint Anselm College 1999 — 2003
Nashua High
Robert Litarowsky's State Street Experience February 2004 - March 2006
Job worker
Industry Financial Services
Experience
United States Treasury June 2009 - Present
State Street February 2004 - March 2006
State Street California 2002 - 2006
State Street September 2002 - February 2004
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Saint Mary's College of California 1998 — 2002
Bachelor of Science, Accounting
United States Treasury June 2009 - Present
State Street February 2004 - March 2006
State Street California 2002 - 2006
State Street September 2002 - February 2004
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Saint Mary's College of California 1998 — 2002
Bachelor of Science, Accounting
Joanne Maher's State Street Experience July 2013 - Present
Job Global Services Custody Services NRA Tax Manager at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
State Street Bank January 2008 - July 2013
State Street June 2007 - January 2008
Braga & Associates January 2004 - December 2007
State Street April 1998 - August 2003
State Street June 1996 - April 1998
State Street September 1990 - June 1996
Skills
Tax, Accounting, Internal Controls, General Ledger, Account Reconciliation, Financial Services, Tax Returns, Payroll, Finance, Mutual Funds, Investments, Management, Strategic Financial..., Analysis, Due Diligence, Wealth Management, Risk Management, Fund Accounting, Fixed Income, Credit, Bloomberg, Securities, Banking, Asset Management, Equities, Portfolio Management, Corporate Finance, Financial Reporting, Real Estate
Education
Saint Anselm College 1982 — 1986
Bachelor of Arts, Business
State Street July 2013 - Present
State Street Bank January 2008 - July 2013
State Street June 2007 - January 2008
Braga & Associates January 2004 - December 2007
State Street April 1998 - August 2003
State Street June 1996 - April 1998
State Street September 1990 - June 1996
Skills
Tax, Accounting, Internal Controls, General Ledger, Account Reconciliation, Financial Services, Tax Returns, Payroll, Finance, Mutual Funds, Investments, Management, Strategic Financial..., Analysis, Due Diligence, Wealth Management, Risk Management, Fund Accounting, Fixed Income, Credit, Bloomberg, Securities, Banking, Asset Management, Equities, Portfolio Management, Corporate Finance, Financial Reporting, Real Estate
Education
Saint Anselm College 1982 — 1986
Bachelor of Arts, Business
Elizabeth Portesi's State Street Experience October 2005 - February 2007
Job Senior Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley March 2009 - March 2014
UBS Wealth Management January 2008 - March 2009
State Street Bank February 2007 - January 2008
State Street October 2005 - February 2007
Skills
Wealth Management, Series 7
Education
Saint Anselm College 2001 — 2005
BA, Business
Cardinal Spellman 1997 — 2001
Morgan Stanley March 2014 - Present
Morgan Stanley March 2009 - March 2014
UBS Wealth Management January 2008 - March 2009
State Street Bank February 2007 - January 2008
State Street October 2005 - February 2007
Skills
Wealth Management, Series 7
Education
Saint Anselm College 2001 — 2005
BA, Business
Cardinal Spellman 1997 — 2001
Corey Finnegan's State Street Experience October 2010 - Present
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street October 2010 - Present
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Mutual Funds, Asset Management, Securities, Portfolio Management, Financial Services, Investments, Middle Office, Risk Management, Trading, Valuation, Bonds, Corporate Actions, Banking, Fund Accounting, Investment Management, Back Office, Swaps, Relationship Management, Financial Risk, Accounting, Operational Risk, Process Improvement, Vendor Management, Fund Of Funds, Equity Derivatives, Trading Systems, Investment Banking, Alternative Investments, Asset Allocation, Capital Markets, Emerging Markets, Hedge Funds, Institutional Investors, Asset Managment
Education
Saint Anselm College 1997 — 2000
State Street October 2010 - Present
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Mutual Funds, Asset Management, Securities, Portfolio Management, Financial Services, Investments, Middle Office, Risk Management, Trading, Valuation, Bonds, Corporate Actions, Banking, Fund Accounting, Investment Management, Back Office, Swaps, Relationship Management, Financial Risk, Accounting, Operational Risk, Process Improvement, Vendor Management, Fund Of Funds, Equity Derivatives, Trading Systems, Investment Banking, Alternative Investments, Asset Allocation, Capital Markets, Emerging Markets, Hedge Funds, Institutional Investors, Asset Managment
Education
Saint Anselm College 1997 — 2000
Therese Hudson's State Street Experience April 2011 - Present
Job Vice President, Operations Transformation, at State Street
Industry Financial Services
Experience
State Street April 2011 - Present
State Street Corporation September 2006 - April 2011
StateStreet September 2006 - April 2011
Norkom Technologies 2005 - 2006
Interactive Data 1998 - 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1996
MBA, International Business
University College Cork 1990 — 1994
B. Commerce, Marketing & Management
State Street April 2011 - Present
State Street Corporation September 2006 - April 2011
StateStreet September 2006 - April 2011
Norkom Technologies 2005 - 2006
Interactive Data 1998 - 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1996
MBA, International Business
University College Cork 1990 — 1994
B. Commerce, Marketing & Management
Billie Jo MacPherson, CIPM's State Street Experience July 2004 - January 2005
Job Senior Performance Analyst at State Street
Industry Investment Banking
Experience
State Street Global Advisors August 2014 - Present
State Street Global Advisors July 2009 - Present
State Street Global Advisors September 2007 - July 2009
State Street Bank January 2006 - September 2007
State Street Bank January 2005 - January 2006
State Street July 2004 - January 2005
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA
Saint Michael's College 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration
State Street Global Advisors August 2014 - Present
State Street Global Advisors July 2009 - Present
State Street Global Advisors September 2007 - July 2009
State Street Bank January 2006 - September 2007
State Street Bank January 2005 - January 2006
State Street July 2004 - January 2005
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA
Saint Michael's College 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration
Gregory Long's State Street Experience January 1999 - March 2006
Job Executive Director at Federal Thrift Savings Plan
Industry Financial Services
Experience
Federal Retirement Thrift Investment Board March 2006 - Present
State Street January 1999 - March 2006
Putnam Investments February 1993 - January 1999
Skills
Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 7, Equities, Employee Benefits, Management, Finance, Financial Services, 401k, Securities, Pensions, Retirement, Asset Management, Series 63, Alternative Investments
Education
Saint Anselm College 1985 — 1989
BA, Business Administration
Federal Retirement Thrift Investment Board March 2006 - Present
State Street January 1999 - March 2006
Putnam Investments February 1993 - January 1999
Skills
Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 7, Equities, Employee Benefits, Management, Finance, Financial Services, 401k, Securities, Pensions, Retirement, Asset Management, Series 63, Alternative Investments
Education
Saint Anselm College 1985 — 1989
BA, Business Administration
Dana Von Holten (Lasater)'s State Street Experience 1998 - 2003
Job Financial Analyst at TruHome Solutions, LLC
Industry Financial Services
Experience
TruHome Solutions, LLC August 2013 - Present
Security Benefit September 2009 - August 2013
Security Global Investors (Security Benefit) September 2004 - September 2009
State Street 1998 - 2003
Skills
Investments, Mutual Funds, Financial Analysis, Forecasting, Budgets, Budget Forecasts, Cash Flow Forecasting, Financial Reporting, Financial Modeling, Fixed Income, Equities, Securities, Accounting, Financial Services, Alternative Investments, Risk Management, Hedge Funds
Education
St. Mary's College of California 1994 — 1998
Finance, General
TruHome Solutions, LLC August 2013 - Present
Security Benefit September 2009 - August 2013
Security Global Investors (Security Benefit) September 2004 - September 2009
State Street 1998 - 2003
Skills
Investments, Mutual Funds, Financial Analysis, Forecasting, Budgets, Budget Forecasts, Cash Flow Forecasting, Financial Reporting, Financial Modeling, Fixed Income, Equities, Securities, Accounting, Financial Services, Alternative Investments, Risk Management, Hedge Funds
Education
St. Mary's College of California 1994 — 1998
Finance, General
Tanner Moran's State Street Experience August 2007 - July 2008
Job Hastings Equity Partners, LLC.
Industry Venture Capital & Private Equity
Experience
Hastings Equity Partners, LLC. August 2008 - Present
State Street August 2007 - July 2008
Smith Barney January 2007 - May 2007
Skills
Private Equity, Investments, Equities, Valuation, Financial Modeling, Due Diligence, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Venture Capital, Alternative Investments
Education
Saint Anselm College 2003 — 2007
Saint John's High School 1999 — 2003
Hastings Equity Partners, LLC. August 2008 - Present
State Street August 2007 - July 2008
Smith Barney January 2007 - May 2007
Skills
Private Equity, Investments, Equities, Valuation, Financial Modeling, Due Diligence, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Venture Capital, Alternative Investments
Education
Saint Anselm College 2003 — 2007
Saint John's High School 1999 — 2003
Kathleen Lazzaro's State Street Experience November 2006 - February 2009
Job Project Manager at Massachusetts Institute of Technology (MIT)
Industry Information Technology and Services
Experience
Massachusetts Institute of Technology (MIT) January 2014 - Present
Eliassen Group October 2012 - Present
John Hancock Financial Services July 2011 - May 2012
Gardner Resources Consulting, LLC June 2011 - July 2011
Veritude January 2011 - April 2011
Synrix September 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Collabera 2010 - 2010
Collabera 2010 - 2010
State Street November 2006 - February 2009
Skills
Technical Skills:...
Education
Saint Anselm College 1986 — 1990
Arlington Catholic HS
Massachusetts Institute of Technology (MIT) January 2014 - Present
Eliassen Group October 2012 - Present
John Hancock Financial Services July 2011 - May 2012
Gardner Resources Consulting, LLC June 2011 - July 2011
Veritude January 2011 - April 2011
Synrix September 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Collabera 2010 - 2010
Collabera 2010 - 2010
State Street November 2006 - February 2009
Skills
Technical Skills:...
Education
Saint Anselm College 1986 — 1990
Arlington Catholic HS
Stephen Badger Jr's State Street Experience September 2002 - May 2004
Job Physical Therapy Technician at Spaulding Rehabilitation Hospital
Industry Health, Wellness and Fitness
Experience
Spaulding Rehabilitation Hospital November 2014 - Present
Harvard Kennedy School Executive Education February 2010 - November 2014
Harvard University Dinning Services September 2009 - February 2010
Harvard University February 2009 - August 2009
Spherion July 2008 - February 2009
Spare Change News January 2008 - July 2008
Citi July 2006 - December 2007
Citi May 2004 - July 2006
State Street September 2002 - May 2004
State Street June 2000 - September 2002
Skills
Customer Service, Nonprofits, Wellness, Physical Therapy, Fitness, Finance, Invoicing, Health, Microsoft Office, Non-profits, Data Analysis, Software Documentation, Leadership, Research, Troubleshooting, Hedge Funds, PowerPoint, Account Reconciliation, Public Speaking, Bookkeeping, Food & Beverage, Microsoft Word, Microsoft Excel, General Ledger
Education
Saint Michael's College 1996 — 2000
Bachelor of Arts (BA), English Language and Literature, General, 3.5
Xaverian Brother High School 1992 — 1996
Spaulding Rehabilitation Hospital November 2014 - Present
Harvard Kennedy School Executive Education February 2010 - November 2014
Harvard University Dinning Services September 2009 - February 2010
Harvard University February 2009 - August 2009
Spherion July 2008 - February 2009
Spare Change News January 2008 - July 2008
Citi July 2006 - December 2007
Citi May 2004 - July 2006
State Street September 2002 - May 2004
State Street June 2000 - September 2002
Skills
Customer Service, Nonprofits, Wellness, Physical Therapy, Fitness, Finance, Invoicing, Health, Microsoft Office, Non-profits, Data Analysis, Software Documentation, Leadership, Research, Troubleshooting, Hedge Funds, PowerPoint, Account Reconciliation, Public Speaking, Bookkeeping, Food & Beverage, Microsoft Word, Microsoft Excel, General Ledger
Education
Saint Michael's College 1996 — 2000
Bachelor of Arts (BA), English Language and Literature, General, 3.5
Xaverian Brother High School 1992 — 1996
Thomas Burghardt's State Street Experience July 2002 - January 2004
Job at
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - March 2015
Fidelity Investments March 2010 - May 2013
Fidelity Investments September 2007 - February 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments March 2005 - July 2006
Fidelity Investments January 2004 - March 2005
State Street July 2002 - January 2004
State Street July 2001 - July 2002
Education
Southern New Hampshire University 2002 — 2006
MBA
Southern New Hampshire University 2002 — 2006
Graduate Certificate, Finance
Saint Anselm College 1997 — 2001
B.A., Economics
Saint Anselm College 1997 — 2001
Undergraduate Certificate, Modern Languages - German
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - March 2015
Fidelity Investments March 2010 - May 2013
Fidelity Investments September 2007 - February 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments March 2005 - July 2006
Fidelity Investments January 2004 - March 2005
State Street July 2002 - January 2004
State Street July 2001 - July 2002
Education
Southern New Hampshire University 2002 — 2006
MBA
Southern New Hampshire University 2002 — 2006
Graduate Certificate, Finance
Saint Anselm College 1997 — 2001
B.A., Economics
Saint Anselm College 1997 — 2001
Undergraduate Certificate, Modern Languages - German
Nicole Abril's State Street Experience January 2012 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
State Street June 2009 - February 2012
Constellation NewEnergy June 2007 - October 2008
State Street June 2000 - June 2007
State Street June 2000 - January 2006
Skills
Project Management, Analysis, Project Planning, Operations Management, Finance, Business Continuity, Internal Controls, Corporate Finance, Financial Services, Business Continuity..., Risk Management, Business Process, Business Requirements, CRM, Security
Education
Suffolk University - Sawyer Business School 2004 — 2007
Masters, Business Administration
Saint Michael's College 1996 — 2000
Bachelor of Science, Political Science / History Minor
State Street January 2012 - Present
State Street June 2009 - February 2012
Constellation NewEnergy June 2007 - October 2008
State Street June 2000 - June 2007
State Street June 2000 - January 2006
Skills
Project Management, Analysis, Project Planning, Operations Management, Finance, Business Continuity, Internal Controls, Corporate Finance, Financial Services, Business Continuity..., Risk Management, Business Process, Business Requirements, CRM, Security
Education
Suffolk University - Sawyer Business School 2004 — 2007
Masters, Business Administration
Saint Michael's College 1996 — 2000
Bachelor of Science, Political Science / History Minor
Jackie Soderlund's State Street Experience May 1996 - August 2006
Job Senior Manager of Investment Operations at Matthews Asia
Industry Financial Services
Experience
Matthews International Capital Management August 2006 - Present
State Street May 1996 - August 2006
EurekaBank December 1989 - May 1996
Skills
Mutual Funds, Bloomberg, Equities, Financial Services, Investments, Fixed Income, Valuation, Portfolio Management, Investment Management, Securities
Education
St. Mary's College of California 1994 — 1996
Bachelor of Science (BS), Business Administration, Honors Concentration in Finance
Matthews International Capital Management August 2006 - Present
State Street May 1996 - August 2006
EurekaBank December 1989 - May 1996
Skills
Mutual Funds, Bloomberg, Equities, Financial Services, Investments, Fixed Income, Valuation, Portfolio Management, Investment Management, Securities
Education
St. Mary's College of California 1994 — 1996
Bachelor of Science (BS), Business Administration, Honors Concentration in Finance
Linsay Doyle's State Street Experience October 2013 - Present
Job Project Manager, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2013 - Present
State Street September 2008 - September 2013
SEI 2003 - 2005
SEI 2003 - 2005
SEI 2001 - 2003
Skills
Project Management, Project Planning, Microsoft Project, Financial Services, Project Coordination, Business Analysis
Education
Saint Joseph's University 1997 — 2001
B.S., Business Management
State Street October 2013 - Present
State Street September 2008 - September 2013
SEI 2003 - 2005
SEI 2003 - 2005
SEI 2001 - 2003
Skills
Project Management, Project Planning, Microsoft Project, Financial Services, Project Coordination, Business Analysis
Education
Saint Joseph's University 1997 — 2001
B.S., Business Management
Therese Hudson's State Street Experience Senior Product ManagerInteractive Data1998 - 2005
Job Vice President at State Street
Industry Financial Services
Experience
State Street Senior Product ManagerInteractive Data1998 - 2005
Education
University College Cork 1990 — 1994
B. Comm, Marketing & Management
Saint Joseph's University - Erivan K. Haub School of Business
MBA, International Business
State Street Senior Product ManagerInteractive Data1998 - 2005
Education
University College Cork 1990 — 1994
B. Comm, Marketing & Management
Saint Joseph's University - Erivan K. Haub School of Business
MBA, International Business
Kimberly Swift's State Street Experience December 2013 - Present
Job AVP, Relationship Management at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
ITG October 2008 - December 2012
ITG September 1999 - October 2008
Jefferies & Company August 1995 - August 1999
Skills
Series 7, Equity Trading, Securities, Equities, Portfolio Management, Trading, Series 63, Series 24, Trading System, Financial Services, Series 55, Series 3, Series 4, TCA, Relationship Mgmt, Sales, Relationship Management, Asset Allocation, Sales Management, Asset Management, FINRA, Investment Banking
Education
Saint Anselm College 1988 — 1992
B.A.
State Street December 2013 - Present
ITG October 2008 - December 2012
ITG September 1999 - October 2008
Jefferies & Company August 1995 - August 1999
Skills
Series 7, Equity Trading, Securities, Equities, Portfolio Management, Trading, Series 63, Series 24, Trading System, Financial Services, Series 55, Series 3, Series 4, TCA, Relationship Mgmt, Sales, Relationship Management, Asset Allocation, Sales Management, Asset Management, FINRA, Investment Banking
Education
Saint Anselm College 1988 — 1992
B.A.
Marshall Ndebele's State Street Experience January 2011 - December 2013
Job Analyst
Industry Investment Management
Experience
State Street January 2011 - December 2013
State Street January 2008 - December 2010
Evergreen Investments August 2006 - December 2007
Skills
Investments, Mutual Funds, Derivatives, Equities, Bloomberg, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management
Education
Saint Joseph's University 2002 — 2006
Bachelor's Degree, Finance
State Street January 2011 - December 2013
State Street January 2008 - December 2010
Evergreen Investments August 2006 - December 2007
Skills
Investments, Mutual Funds, Derivatives, Equities, Bloomberg, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management
Education
Saint Joseph's University 2002 — 2006
Bachelor's Degree, Finance
Patrick Shea's State Street Experience August 1998 - September 2002
Job Director Physician Staffing at CoreMedical Group
Industry Staffing and Recruiting
Experience
CoreMedical Group December 2013 - Present
Partners Medical Staffing April 2013 - November 2013
Medicus Healthcare Solutions October 2004 - April 2013
Wellington Management September 2002 - October 2004
State Street August 1998 - September 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Account Management, Temporary Staffing, Cold Calling, Technical Recruiting, Hospitals, Human Resources, Onboarding, Sales, Staff Development, Change Management, Sales Management, Trade Shows, Building Relationships, Team Building, Problem Solving, Coaching, Staffing Services, Emergency Medicine, Radiology, Healthcare, Management, Interviews, Permanent Placement, Contract Recruitment, Team Leadership, Physicians, Temporary Placement, Sourcing, Screening Resumes, Customer Service, Development Of Employees, Operations Management
Education
Saint Anselm College
CoreMedical Group December 2013 - Present
Partners Medical Staffing April 2013 - November 2013
Medicus Healthcare Solutions October 2004 - April 2013
Wellington Management September 2002 - October 2004
State Street August 1998 - September 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Account Management, Temporary Staffing, Cold Calling, Technical Recruiting, Hospitals, Human Resources, Onboarding, Sales, Staff Development, Change Management, Sales Management, Trade Shows, Building Relationships, Team Building, Problem Solving, Coaching, Staffing Services, Emergency Medicine, Radiology, Healthcare, Management, Interviews, Permanent Placement, Contract Recruitment, Team Leadership, Physicians, Temporary Placement, Sourcing, Screening Resumes, Customer Service, Development Of Employees, Operations Management
Education
Saint Anselm College
Serafin Lim's State Street Experience June 2000 - Present
Job Financial Professional
Industry Financial Services
Experience
State Street June 2000 - Present
Education
St. Mary's College of California 2009 — 2011
MBA, Business
State Street June 2000 - Present
Education
St. Mary's College of California 2009 — 2011
MBA, Business
Brad Kent's State Street Experience October 2003 - March 2013
Job Owner/President of Kent Financial Management
Industry Financial Services
Experience
Kent Financial Management January 2014 - Present
State Street October 2003 - March 2013
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Investments, Mutual Funds, Bookkeeping, Personal Finance, Process Improvement, QuickBooks, Mint
Education
Saint Michael's College 1999 — 2003
BS, Business Administration
Kent Financial Management January 2014 - Present
State Street October 2003 - March 2013
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Investments, Mutual Funds, Bookkeeping, Personal Finance, Process Improvement, QuickBooks, Mint
Education
Saint Michael's College 1999 — 2003
BS, Business Administration
Esteban Sepulveda's State Street Experience March 2002 - August 2011
Job Associate 2 at State Street
Industry Financial Services
Experience
State Street March 2002 - August 2011
Wells Fargo September 1999 - September 2000
Skills
Bloomberg Terminal, Ten Key
Education
Saint Mary's College of California 1997 — 2001
BS, Business Admin
State Street March 2002 - August 2011
Wells Fargo September 1999 - September 2000
Skills
Bloomberg Terminal, Ten Key
Education
Saint Mary's College of California 1997 — 2001
BS, Business Admin
James Wironen's State Street Experience 1992 - 1995
Job Vice President Strategic Partnerships at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Julie Lorig's State Street Experience June 2001 - December 2002
Job Chief Financial Officer at Meghalaya Partners
Industry Investment Management
Experience
Meghalaya Partners May 2015 - Present
Southpaw Asset Management LP June 2005 - May 2015
SS&C GlobeOp December 2002 - June 2005
State Street June 2001 - December 2002
Skills
Hedge Funds, Equities, Valuation, Risk Management, Capital Markets, Derivatives, Asset Managment, Fixed Income, Asset Management, Alternative Investments, Commodity, Securities, Bloomberg, Investments, Trading, Options, Mutual Funds, Portfolio Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts, Business
Meghalaya Partners May 2015 - Present
Southpaw Asset Management LP June 2005 - May 2015
SS&C GlobeOp December 2002 - June 2005
State Street June 2001 - December 2002
Skills
Hedge Funds, Equities, Valuation, Risk Management, Capital Markets, Derivatives, Asset Managment, Fixed Income, Asset Management, Alternative Investments, Commodity, Securities, Bloomberg, Investments, Trading, Options, Mutual Funds, Portfolio Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts, Business
Jesse Freeburg's State Street Experience August 2008 - Present
Job Senior Associate State Street
Industry Financial Services
Experience
State Street August 2008 - Present
State Street January 2008 - August 2008
State Street October 2006 - January 2008
Education
Saint Anselm College 2002 — 2006
BA, Business
State Street August 2008 - Present
State Street January 2008 - August 2008
State Street October 2006 - January 2008
Education
Saint Anselm College 2002 — 2006
BA, Business
Kevin Dolan's State Street Experience 1997 - 2009
Job Vice President Debt Sales at TD Bank
Industry Banking
Experience
TD 2014 - Present
AdvertisedOn.com 2011 - Present
AgencyPort Software 2010 - 2011
State Street 1997 - 2009
Skills
Customer Relations, Client Services, Technology Services, Problem Solving, FX, Trading, Account Management, Business Strategy, Capital Markets, New Business Development, Strategic Planning, Team Leadership, Excel, Negotiation, Team Building, Series 7, Series 63, Insurance, Project Management, Management, Process Improvement, Analysis, Program Management, Financial Services, Portfolio Management, Microsoft Excel, CRM, FX Options, Business Analysis, Vendor Management, Equities, Risk Management, Operations Management, Customer Service, Relationship Management, Strategy, Business Development, Management Consulting, Business Process..., Banking, Business Intelligence, Outsourcing, SDLC, Product Management, Cross-functional Team..., Software Project..., Start-ups, Business Process, Entrepreneurship, Strategic Partnerships
Education
Saint Anselm College
BA, Financial Economics
Suffolk University - Sawyer Business School
MBA, International Business
TD 2014 - Present
AdvertisedOn.com 2011 - Present
AgencyPort Software 2010 - 2011
State Street 1997 - 2009
Skills
Customer Relations, Client Services, Technology Services, Problem Solving, FX, Trading, Account Management, Business Strategy, Capital Markets, New Business Development, Strategic Planning, Team Leadership, Excel, Negotiation, Team Building, Series 7, Series 63, Insurance, Project Management, Management, Process Improvement, Analysis, Program Management, Financial Services, Portfolio Management, Microsoft Excel, CRM, FX Options, Business Analysis, Vendor Management, Equities, Risk Management, Operations Management, Customer Service, Relationship Management, Strategy, Business Development, Management Consulting, Business Process..., Banking, Business Intelligence, Outsourcing, SDLC, Product Management, Cross-functional Team..., Software Project..., Start-ups, Business Process, Entrepreneurship, Strategic Partnerships
Education
Saint Anselm College
BA, Financial Economics
Suffolk University - Sawyer Business School
MBA, International Business
Arthur Choate's State Street Experience June 2001 - December 2005
Job Staff Accountant at Annex Brands, Inc.
Industry Financial Services
Experience
Annex Brands, Inc. April 2014 - Present
Life Settlement Solutions February 2006 - November 2013
State Street June 2001 - December 2005
Skills
Insurance, Underwriting, Contract Negotiation, Securities, Portfolio Management, Marketing, Finance, Investments, Accounting, Equities
Education
Saint Michael's College 1997 — 2001
B.S., Political Science
Norwell High School 1993 — 1997
General Studies
Annex Brands, Inc. April 2014 - Present
Life Settlement Solutions February 2006 - November 2013
State Street June 2001 - December 2005
Skills
Insurance, Underwriting, Contract Negotiation, Securities, Portfolio Management, Marketing, Finance, Investments, Accounting, Equities
Education
Saint Michael's College 1997 — 2001
B.S., Political Science
Norwell High School 1993 — 1997
General Studies
Michael Dorunda's State Street Experience October 1997 - May 2001
Job Senior Manager Hedge Fund Accounting at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2007 - Present
SunGard May 2001 - February 2007
State Street October 1997 - May 2001
Education
Saint Anselm College 1993 — 1997
Bachelor of Science (BS), Mathematics and Economics
SS&C Technologies March 2007 - Present
SunGard May 2001 - February 2007
State Street October 1997 - May 2001
Education
Saint Anselm College 1993 — 1997
Bachelor of Science (BS), Mathematics and Economics
Meghan (Shea) Gillespie's State Street Experience 2003 - 2004
Job Director, Client Relations at Bright Horizons
Industry Consumer Services
Experience
Bright Horizons January 2012 - Present
Bright Horizons 2008 - January 2012
Bright Horizons 2004 - 2008
State Street 2003 - 2004
Skills
Contract Negotiation, Salesforce.com, Mergers & Acquisitions, Business Development, Program Management, Management, Microsoft Office, Strategy, Sales, Team Building, Budgets, Financial Analysis, Leadership, Negotiation, Sales Process
Education
Saint Anselm College 1999 — 2003
BA, Business
Bright Horizons January 2012 - Present
Bright Horizons 2008 - January 2012
Bright Horizons 2004 - 2008
State Street 2003 - 2004
Skills
Contract Negotiation, Salesforce.com, Mergers & Acquisitions, Business Development, Program Management, Management, Microsoft Office, Strategy, Sales, Team Building, Budgets, Financial Analysis, Leadership, Negotiation, Sales Process
Education
Saint Anselm College 1999 — 2003
BA, Business
Jonathan Chivilo's State Street Experience May 2011 - November 2011
Job Technical Project Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth February 2014 - Present
athenahealth August 2013 - February 2014
athenahealth November 2011 - July 2013
State Street May 2011 - November 2011
Wediko Children's Services September 2010 - May 2011
Wediko Children's Services - School Based Services September 2009 - May 2011
Barnes & Noble September 2008 - August 2009
NuWave Technologies October 2008 - December 2008
Boston Public Schools September 2006 - August 2008
Wediko Children Services January 2006 - August 2006
Skills
Microsoft Office, SQL, Creative Problem Solving, Teamwork, Leadership, Training, Mental Health, SPSS, Marketing, Analysis, Management, CRM, Time Management, Interviewing Skills, Data Analysis, Marketing Strategy
Education
Saint Anselm College 2002 — 2006
BA, Psychology
athenahealth February 2014 - Present
athenahealth August 2013 - February 2014
athenahealth November 2011 - July 2013
State Street May 2011 - November 2011
Wediko Children's Services September 2010 - May 2011
Wediko Children's Services - School Based Services September 2009 - May 2011
Barnes & Noble September 2008 - August 2009
NuWave Technologies October 2008 - December 2008
Boston Public Schools September 2006 - August 2008
Wediko Children Services January 2006 - August 2006
Skills
Microsoft Office, SQL, Creative Problem Solving, Teamwork, Leadership, Training, Mental Health, SPSS, Marketing, Analysis, Management, CRM, Time Management, Interviewing Skills, Data Analysis, Marketing Strategy
Education
Saint Anselm College 2002 — 2006
BA, Psychology
Ryan Ollis's State Street Experience December 2008 - August 2011
Job Assistant County Attorney at Rockingham County NH
Industry Law Practice
Experience
Rockingham County NH April 2015 - Present
New Hampshire Army National Guard March 2012 - Present
Skinner, Rivard, & Siekmann PLLC November 2014 - April 2015
Nixon, Vogelman, Barry, Slawsky & Simoneau, PA January 2014 - September 2014
City of Worcester May 2013 - August 2013
State Street December 2008 - August 2011
ABC News January 2008 - January 2008
Skills
Community Outreach, Leadership, Legal Writing, Legal Research, Politics, Policy, Microsoft Word, Research, Public Speaking, Microsoft Excel, Mediation, Data Analysis, Oral Advocacy, Access, Criminal Law, ACBS, Client Interfacing..., Recruiting, Employment Law, Personal Injury, Workers Compensation, 501c3, Landlord Tenant Disputes, Civil Rights
Education
Saint Anselm College 2004 — 2008
BA, Politics
University of New Hampshire School of Law 2011 — 2014
JD, Law
American Institute For Foreign Study 2006 — 2007
Saint John's High School 2000 — 2004
diploma
Rockingham County NH April 2015 - Present
New Hampshire Army National Guard March 2012 - Present
Skinner, Rivard, & Siekmann PLLC November 2014 - April 2015
Nixon, Vogelman, Barry, Slawsky & Simoneau, PA January 2014 - September 2014
City of Worcester May 2013 - August 2013
State Street December 2008 - August 2011
ABC News January 2008 - January 2008
Skills
Community Outreach, Leadership, Legal Writing, Legal Research, Politics, Policy, Microsoft Word, Research, Public Speaking, Microsoft Excel, Mediation, Data Analysis, Oral Advocacy, Access, Criminal Law, ACBS, Client Interfacing..., Recruiting, Employment Law, Personal Injury, Workers Compensation, 501c3, Landlord Tenant Disputes, Civil Rights
Education
Saint Anselm College 2004 — 2008
BA, Politics
University of New Hampshire School of Law 2011 — 2014
JD, Law
American Institute For Foreign Study 2006 — 2007
Saint John's High School 2000 — 2004
diploma
Joe Gil's State Street Experience October 2013 - Present
Job Performance Analyst State Street Corp.
Industry Financial Services
Experience
State Street October 2013 - Present
State Street February 2013 - September 2013
State Street August 2009 - January 2013
Skills
Accounting, Valuation, Investments, Portfolio Management, Auditing, Mutual Funds, Financial Analysis, Financial Modeling, Financial Reporting, Management, Account Reconciliation, Fund Accounting, Microsoft Excel, Due Diligence, Fund Administration, Analysis, Cash Flow, Securities, Alternative Investments, Asset Managment, Private Equity, US GAAP, Cash Management, Finance, Economics, Internal Controls, Financial Statement..., GAAP, Financial Services
Education
Saint Michael's College 2005 — 2009
B.A., Economics
Andover high school
State Street October 2013 - Present
State Street February 2013 - September 2013
State Street August 2009 - January 2013
Skills
Accounting, Valuation, Investments, Portfolio Management, Auditing, Mutual Funds, Financial Analysis, Financial Modeling, Financial Reporting, Management, Account Reconciliation, Fund Accounting, Microsoft Excel, Due Diligence, Fund Administration, Analysis, Cash Flow, Securities, Alternative Investments, Asset Managment, Private Equity, US GAAP, Cash Management, Finance, Economics, Internal Controls, Financial Statement..., GAAP, Financial Services
Education
Saint Michael's College 2005 — 2009
B.A., Economics
Andover high school
Francis Driscoll's State Street Experience December 2007 - Present
Job Credit Analyst at State Street Global Markets
Industry Financial Services
Experience
State Street December 2007 - Present
State Street June 2007 - December 2007
Skills
Financial Analysis, Bloomberg
Education
Saint Anselm College 2003 — 2007
BA, Economics
State Street December 2007 - Present
State Street June 2007 - December 2007
Skills
Financial Analysis, Bloomberg
Education
Saint Anselm College 2003 — 2007
BA, Economics
Brian Horner's State Street Experience February 2014 - Present
Job Global Product & Platform Manager at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street February 2013 - February 2014
State Street May 2005 - January 2013
Skills
Derivatives, Middle Office, Prime Brokerage, SDLC, Vendor Management, Collateral Management, Back Office, Project Management, Offshore Software..., Software Development, Equities, Analysis, Fixed Income, Integration, Requirements Analysis, Software Project..., Risk Management, Securities Lending, Global Custody, Business Analysis, Financial Services
Education
Saint Michael's College 1992 — 1996
State Street February 2014 - Present
State Street February 2013 - February 2014
State Street May 2005 - January 2013
Skills
Derivatives, Middle Office, Prime Brokerage, SDLC, Vendor Management, Collateral Management, Back Office, Project Management, Offshore Software..., Software Development, Equities, Analysis, Fixed Income, Integration, Requirements Analysis, Software Project..., Risk Management, Securities Lending, Global Custody, Business Analysis, Financial Services
Education
Saint Michael's College 1992 — 1996
Mark Paradis Jr's State Street Experience June 2014 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street May 2013 - May 2014
State Street January 2012 - April 2013
State Street March 2010 - December 2011
State Street January 2007 - February 2010
State Street March 2006 - December 2006
State Street July 2005 - February 2006
Skills
Operations Management, Driving Efficiency, Process Improvement, Change Management, Business Transformation, Team Building, Staff Development, Mutual Funds, Fund Accounting, Microsoft Office, Financial Services, Microsoft Excel, Pivot Tables, Financial Accounting, Business Analysis, Strategic Thinking, Business Innovation, Performance Management, Vendor Management, Middle Office, Risk Management, Hedge Funds, Financial Modeling, Back Office, Finance, Relationship Management, Account Reconciliation, Capital Markets, ETFs, Valuation, Financial Markets, Client Services, Agile Methodolgy, Agile Methodologies, Scrum
Education
Saint Anselm College 2001 — 2005
BA, Accounting
State Street June 2014 - Present
State Street May 2013 - May 2014
State Street January 2012 - April 2013
State Street March 2010 - December 2011
State Street January 2007 - February 2010
State Street March 2006 - December 2006
State Street July 2005 - February 2006
Skills
Operations Management, Driving Efficiency, Process Improvement, Change Management, Business Transformation, Team Building, Staff Development, Mutual Funds, Fund Accounting, Microsoft Office, Financial Services, Microsoft Excel, Pivot Tables, Financial Accounting, Business Analysis, Strategic Thinking, Business Innovation, Performance Management, Vendor Management, Middle Office, Risk Management, Hedge Funds, Financial Modeling, Back Office, Finance, Relationship Management, Account Reconciliation, Capital Markets, ETFs, Valuation, Financial Markets, Client Services, Agile Methodolgy, Agile Methodologies, Scrum
Education
Saint Anselm College 2001 — 2005
BA, Accounting
Daniel Sacramone's State Street Experience March 2013 - Present
Job Client Service Officer at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
State Street June 2010 - March 2013
State Street July 2007 - May 2010
State Street September 1999 - June 2007
Skills
Private Equity, Accounting, Financial Services
Education
Saint Anselm College 1995 — 1999
BA, Business
State Street March 2013 - Present
State Street June 2010 - March 2013
State Street July 2007 - May 2010
State Street September 1999 - June 2007
Skills
Private Equity, Accounting, Financial Services
Education
Saint Anselm College 1995 — 1999
BA, Business
Douglas Kellogg's State Street Experience November 2012 - May 2014
Job Tax Accountant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group May 2014 - Present
State Street November 2012 - May 2014
State Street February 2011 - November 2012
E.S. Schwartz and Company, Inc September 2009 - February 2011
Altria May 2008 - August 2008
UBS July 2004 - September 2004
Skills
Accounting, Mutual Funds, Tax, Fund Accounting, Account Reconciliation, Analysis, Finance, Investments, Financial Analysis, Management, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office
Education
Saint Anselm College 2005 — 2009
Bachelors of Arts, Financial Economics
Westhill High School 2001 — 2005
The Boston Consulting Group May 2014 - Present
State Street November 2012 - May 2014
State Street February 2011 - November 2012
E.S. Schwartz and Company, Inc September 2009 - February 2011
Altria May 2008 - August 2008
UBS July 2004 - September 2004
Skills
Accounting, Mutual Funds, Tax, Fund Accounting, Account Reconciliation, Analysis, Finance, Investments, Financial Analysis, Management, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office
Education
Saint Anselm College 2005 — 2009
Bachelors of Arts, Financial Economics
Westhill High School 2001 — 2005
Kimberly Nieskoski's State Street Experience January 2014 - September 2014
Job Senior Derivatives Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Stephen Raute's State Street Experience July 2001 - May 2005
Job Territory Manager at Dryan Medical, LLC
Industry Medical Devices
Experience
Dryan Medical, LLC July 2007 - Present
Biomet September 2005 - July 2007
State Street July 2001 - May 2005
Putnam Investments October 2000 - June 2001
Skills
Medical Devices, Spine and Osteobiologics, Account Management, Sales Management, New Business Development, Contract Negotiation, Vendor Relations, Operating Room..., Distributorship Launch, Customer Relations, Cold Calling, Customer Service, Consultative Selling, Direct Sales, Problem Solving, Selling, Product Launch
Education
Saint Anselm College 1996 — 2000
BA, Business
Dryan Medical, LLC July 2007 - Present
Biomet September 2005 - July 2007
State Street July 2001 - May 2005
Putnam Investments October 2000 - June 2001
Skills
Medical Devices, Spine and Osteobiologics, Account Management, Sales Management, New Business Development, Contract Negotiation, Vendor Relations, Operating Room..., Distributorship Launch, Customer Relations, Cold Calling, Customer Service, Consultative Selling, Direct Sales, Problem Solving, Selling, Product Launch
Education
Saint Anselm College 1996 — 2000
BA, Business
Dhanya John's State Street Experience July 2003 - February 2005
Job Senior Business Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2015 - Present
Fiserv July 2013 - June 2015
T. Rowe Price March 2007 - August 2009
AllianceBernstein February 2005 - March 2007
State Street July 2003 - February 2005
Skills
Mutual Funds, Business Analysis, Process Improvement, Financial Analysis, Budgets, Securities, Customer Service, Microsoft SQL Server, SDLC, Project Management
Education
University of Maryland University College 2012 — 2013
Graduate Certificate, Accounting and Information Systems
Saint Joseph's University 2001 — 2002
MBA, Finance
Saint Joseph's University 1997 — 2001
BS, Management Information Systems
T. Rowe Price July 2015 - Present
Fiserv July 2013 - June 2015
T. Rowe Price March 2007 - August 2009
AllianceBernstein February 2005 - March 2007
State Street July 2003 - February 2005
Skills
Mutual Funds, Business Analysis, Process Improvement, Financial Analysis, Budgets, Securities, Customer Service, Microsoft SQL Server, SDLC, Project Management
Education
University of Maryland University College 2012 — 2013
Graduate Certificate, Accounting and Information Systems
Saint Joseph's University 2001 — 2002
MBA, Finance
Saint Joseph's University 1997 — 2001
BS, Management Information Systems
Jaime Gill's State Street Experience August 2011 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street August 2011 - Present
Education
Saint Michael's College 2007 — 2011
State Street August 2011 - Present
Education
Saint Michael's College 2007 — 2011
Carmen Silvestri's State Street Experience April 2014 - September 2014
Job Operations Data Mgmt Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
Jay Anantharama's State Street Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
State Street Corporation January 2007 - January 2009
State Street 2007 - 2009
Skills
Accounting, Mutual Funds, QuickBooks, Microsoft Excel, Financial Analysis, Loans, Bloomberg, Fixed Income, Equities
Education
Saint Louis University 2000 — 2003
Master of Business Administration, Management Information Systems, General
Kerala University 1989 — 1992
Bachelor of Science, Math, Statistics
State Street Corporation January 2007 - January 2009
State Street 2007 - 2009
Skills
Accounting, Mutual Funds, QuickBooks, Microsoft Excel, Financial Analysis, Loans, Bloomberg, Fixed Income, Equities
Education
Saint Louis University 2000 — 2003
Master of Business Administration, Management Information Systems, General
Kerala University 1989 — 1992
Bachelor of Science, Math, Statistics
Steven Bagley's State Street Experience January 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments September 1996 - December 2006
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Derivatives, Securities, Investments, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Valuation, Banking
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
State Street January 2007 - Present
Putnam Investments September 1996 - December 2006
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Derivatives, Securities, Investments, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Valuation, Banking
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Jesse Freeburg's State Street Experience August 2008 - June 2010
Job
Industry Investment Management
Experience
Loomis, Sayles & Company June 2010 - Present
State Street August 2008 - June 2010
State Street February 2008 - August 2008
Investors Bank & Trust (acquired by State Street) September 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Loomis, Sayles & Company June 2010 - Present
State Street August 2008 - June 2010
State Street February 2008 - August 2008
Investors Bank & Trust (acquired by State Street) September 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Jacqueline McHugh's State Street Experience March 2013 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
Skills
Bloomberg, Hedge Funds, Fund Administration, Fund Accounting
Education
Saint Michael's College 2007 — 2011
State Street March 2013 - Present
Skills
Bloomberg, Hedge Funds, Fund Administration, Fund Accounting
Education
Saint Michael's College 2007 — 2011
Adam Todd's State Street Experience 2012 - 2013
Job Demand Planning Analyst at Creative Converting
Industry Consumer Goods
Experience
Creative Converting September 2014 - Present
Mercer November 2013 - August 2014
State Street 2012 - 2013
Education
University of Missouri-Kansas City 2012 — 2013
Master of Science (MS), Finance
Saint Louis University 2005 — 2009
Bachelor of Science (BS), Finance and Marketing
Creative Converting September 2014 - Present
Mercer November 2013 - August 2014
State Street 2012 - 2013
Education
University of Missouri-Kansas City 2012 — 2013
Master of Science (MS), Finance
Saint Louis University 2005 — 2009
Bachelor of Science (BS), Finance and Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.