State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Carpets Unlimited Inc March 2015 - Present
State Street August 2012 - March 2015
State Street May 2011 - August 2012
Lilia S. Fiat D.M.D., Danvers, MA September 2004 - March 2007
Skills
Financial Services, Mutual Funds, Financial Risk, Trade Finance, Customer Service, Foreign Investment, MCH, STS, Interchange, Finance, Banking, Accounting
Education
Salem State University 2006 — 2009
Business Administration, Finance
Danvers High School 1998 — 2002
State Street Bank April 2014 - Present
State Street June 2012 - March 2014
State Street Bank February 2011 - June 2012
Skills
Fund Accounting, Bloomberg, Securities, Corporate Actions, Fixed Income, Financial Reporting, Mutual Funds, Microsoft Excel, Financial Analysis, Equities, Analysis, Investments, PowerPoint, Financial Modeling, Accounting, Finance
Education
Salem State University 2005 — 2010
Bachelor's Degree, Accounting
Wells Fargo Capital Finance March 2015 - Present
Gordon Brothers Group December 2012 - March 2015
State Street May 2011 - December 2012
State Street November 2009 - May 2011
Kelliher Samets Volk January 2009 - May 2009
Skills
Mutual Funds, Bloomberg, Fixed Income, Securities, Investments, Hedge Funds, Corporate Actions, Equities, Investment Management, Research, Asset Managment, Fund Accounting, Financial Analysis, Bonds, Portfolio Management
Education
Saint Michael's College 2005 — 2009
Bachelor of Science, Business/Marketing
Blue Cross Blue Shield of Massachusetts January 2014 - January 2015
Consultant May 2013 - November 2013
Kelly Financial Services June 2008 - January 2013
Camlog January 2007 - May 2008
Law Offices of Dagmar Pollex January 2005 - November 2006
Rhapsody September 2003 - May 2006
State Street January 2000 - June 2003
Skills
Account Management, New Business Development, Program Management, Public Speaking, Strategic Planning, Project Management, Microsoft Office, Customer Service, Coaching, Marketing Communications, Marketing, Event Planning, Music Education, Holistic Health, Music Theory, Licensed Insurance..., Social Media Marketing
Education
Salve Regina University
Wheaton College
Bachelor of Arts
PRO Unlimited June 2015 - Present
State Street June 2014 - June 2015
Financial Analysis & Management Education (FAME) August 2013 - May 2014
Scottrade August 2011 - March 2012
Finish Line May 2008 - August 2010
Skills
Finance, Financial Analysis, Teamwork, Investments, Leadership, Microsoft Excel, PowerPoint, Project Planning, Customer Service, Market Research, Sales, Microsoft Office, Outlook, Microsoft Word, Financial Statement..., Equity Valuation, Public Speaking, Data Analysis, Financial Modeling, Accounting
Education
San Francisco State University 2010 — 2014
Bachelor's Degree, Business Administration, Finance
Smith & Nephew April 2014 - Present
Siemens Industry US March 2013 - March 2014
M&S Remodeling,Inc. November 2010 - February 2013
SAP August 2009 - August 2010
State Street June 2007 - November 2008
WellPoint May 2005 - May 2007
M&S Remodeling, Inc January 2000 - May 2005
Skills
Excel, Administration, Analysis, PowerPoint, Word, Customer Relations, SAP, Databases, Data Analysis, Business Analysis, Outlook, Access, Process Improvement, Telephone Skills, Spreadsheets, Microsoft Office, Employee Relations, Business Intelligence, Data Entry, Sales Support, Administrative Support, Microsoft Word, Microsoft Excel, Customer Service, Sales Operations
Education
Salem State College 2000 — 2004
Bachelor of Science Degree, Business AdministrationManagement Concentration
State Street June 2014 - August 2014
State Street July 2013 - August 2013
Massachusetts General Hospital June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, English, Public Speaking, Social Media, Financial Reporting, Photoshop, Customer Service, Financial Accounting, Research, Accounting, Leadership
Education
Salem State University 2013 — 2017
Accounting and Business/Management
East Boston High School 2010 — 2013
High School
CenterState Bank April 2014 - Present
J.P. Morgan February 2013 - April 2014
PNC Bank June 2005 - February 2013
State Street 2004 - 2005
Varian Semiconductor 2000 - 2001
US Navy 1995 - 2000
Skills
Commercial Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Credit Risk, Risk Management, Commercial Lending, Credit
Education
University of Florida - Warrington College Of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Salem State College 2002 — 2004
Bachelor of Science (B.S.), Business Administration
Citizens Bank July 2011 - July 2013
State Street Bank July 1997 - October 2001
State Street February 1993 - June 1997
State Street Bank January 1989 - January 1993
Skills
Letters of Credit, International Trade, Trade Compliance, International Business, OFAC, Trading, Risk Management, Process Improvement, Documentations, Strategic Planning, Negotiation, Customer Service, Financial Risk, Trade Finance, Import Export, Logistics, Supply Chain, International Logistics
Education
Saint Michael's College
BS
State Street September 2014 - Present
People's United Bank April 2014 - July 2014
Boston Private Bank January 2011 - April 2014
Boston Private Bank November 2007 - January 2011
Eastern Bank June 2006 - November 2007
Skills
Compliance, Policy, Banking, Customer Relations, Customer Service, Word, Problem Solving, Outlook, Credit, Loans, Microsoft Word, Financial Services, Commercial Lending
Education
Salem State College 1997 — 2002
Bachelor of Science, Early Childhood Education
State Street February 2010 - June 2014
Various Temporary Assignments 2006 - 2008
Kraft Foods Group 2001 - 2004
Kraft Foods Group 1999 - 2001
Skills
Microsoft Office, Program Management, Public Speaking, Project Coordination, Vendor Relationships, Coordinating Meetings, Event Planning, Onboarding, Management, Marketing, Customer Service, Budgets, Sales, Analysis, Team Building
Education
Simmons College - Simmons School of Management 2004 — 2005
MBA, Marketing
Salem State University 1996 — 1999
Bachelors, Business
Broadwalk Properties October 2013 - Present
State Street April 2010 - Present
BAMSI January 2010 - April 2010
Education
Salem State College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.2
Salem State University
FrontFour Capital Group, LLC October 2013 - Present
Oakum Bay Capital September 2012 - September 2013
Steel Partners January 2008 - August 2012
Citi Hedge Fund Services October 2004 - January 2008
State Street August 2002 - October 2004
Skills
Alternative Investments, Valuation, Equities, Fund Accounting, Investments, Securities, Hedge Funds, Mutual Funds, Fund Of Funds, Middle Office, Bonds, Corporate Actions, Fixed Income, Fund Administration, Bloomberg, Capital Markets
Education
Saint Michael's College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Concentration: Finance
Brown Brothers Harriman April 2014 - Present
State Street August 2011 - March 2014
State Street March 2009 - August 2011
State Street February 2008 - March 2009
State Street January 2007 - February 2008
Skills
US GAAP reporting, Financial Reporting, Mutual Funds, Master/Feeder Reporting, Fund Of Funds, Offshore Funds, Securities, Fixed Income, Equities, Derivatives, Microsoft Excel, Microsoft Office, Bloomberg, Financial Statements, SEC filings, Fund Accounting
Education
Salem State College 2001 — 2006
Bachelor of Science (BS), International Business and Mathematics, 3.47
East Boston High School 1998 — 2001
State Street July 2013 - Present
Sapient Corporation June 2010 - March 2013
State Street Bank November 2005 - March 2009
KPMG Advisory 1999 - 2005
Fidelity Investments 1992 - 1999
Skills
Relationship Management, Project Management, Strategic Planning, Management, Consulting, CRM, Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Business Analysis, Business Development, Financial Services
Education
Salve Regina University 1982 — 1986
B.S., Business, Management
Richmond college London England 1984 — 1985
International Business, International Business
State Street September 2009 - Present
PwC September 2006 - September 2009
Boston Rock Gym Inc. October 2004 - September 2006
Education
Salem State College 2002 — 2006
BS, Business Administration - Accounting Concentration
Danvers High School
State Street February 2015 - Present
State Street Bank February 2013 - Present
State Street Bank November 2010 - February 2013
State Street Bank March 2008 - November 2010
Kelly Services November 2007 - March 2008
Skills
Equities, Accounting, Trade Finance, Reconciliations, Financial Analysis, Data Analysis, Bonds, Fixed Income Trading, Client Service, Client Communications, International Trade, International Finance, Fixed Income, Asset Managment, Wealth Management, Financial Reporting, Account Reconciliation, Financial Services, Asset Management, FX Options, Securities, Bloomberg Terminal, Bloomberg, Investments, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Fund Accounting, Mutual Funds
Education
Salem State College
Bachelor of Science (BS), Business Administration and Management, General
State Street April 2010 - Present
ING July 2008 - June 2009
CitiStreet April 2000 - July 2008
State Street Global Advisors January 1993 - March 2000
State Street Bank July 1984 - December 1992
Education
Salem State University 1980 — 1984
BS, Business
Covidien August 2009 - June 2010
State Street Corporation June 1995 - August 2009
State Street June 1995 - December 2008
Skills
PeopleSoft, Human Resources, Microsoft Office, HRIS, Microsoft Excel, Outlook, Analysis, Oracle E-Business Suite, Business Analysis, Security, Access, Visio, Process Improvement, SDLC, Vendor Management, Program Management, Business Process..., Risk Management, Requirements Analysis
Education
Salem State College 1968 — 1972
Bachelor of Science (BS), Business Administration, Management and Operations
MFS Investment Management September 2013 - Present
MFS Investment Management August 2008 - September 2013
Sankaty Advisors February 2008 - May 2008
State Street September 2007 - February 2008
The University of Vermont February 2006 - August 2007
Skills
Valuation, Mutual Funds, Equities, Portfolio Management, Bloomberg, ECN, Hedge Funds, Fixed Income
Education
Saint Michael's College 2001 — 2005
B.S., Biology
BC High / Duxbury High School
State Street Global Advisors April 2015 - Present
State Street June 2014 - August 2014
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Finance, Mutual Funds, Financial Services, Securities, Alternative Investments, Trading, Bloomberg, Equities, Hedge Funds
Education
Salem State College 2013 — 2015
Master of Business Administration (MBA)
West Virginia University 2009 — 2013
BSBA, Finance, General
State Street April 2015 - Present
Salem State University September 2011 - January 2015
US Coast Guard Cutter SENECA June 2010 - September 2011
US Coast Guard District Seven October 2007 - May 2010
US Coast Guard Sector Upper Mississippi River July 2003 - October 2007
Coast Guard Aids To Navigation Team Charleston July 2001 - June 2003
Skills
Security Clearance, Emergency Management, Organizational..., Crisis Management, Military Training, Military Experience, Leadership, Operational Planning, Training, Management, Government, Navigation, Leadership Development, Policy, Supervisory Skills, Military Operations
Education
Salem State University 2011 — 2015
B.S. in Business Administration, Human Resources Management/Personnel Administration, General, 3.5 GPA
US Coast Guard Chief Petty Officer Academy 2008 — 2008
Leadership, Senior Leadership
US Coast Guard Maritime Law Enforcement Academy 2005 — 2005
Maritime Law Enforcement
CES Staffing February 2014 - Present
State Street August 2013 - February 2014
Saint Michael's College September 2009 - May 2013
Merrill Lynch August 2012 - December 2012
EnviroSpec August 2011 - October 2011
Basement Technologies July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Time Management, Marketing, Sales
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (B.A.), Economics/ Finance Minor
Hanover High School 2005 — 2009
CoM GROUP INSURANCE COMMISSION October 2011 - Present
TARGET DIRECT MARKETING May 2011 - July 2011
Aggregate Industries December 2010 - December 2010
SALEM STATE UNIVERSITY September 2010 - November 2010
State Street February 2007 - April 2008
Investors Bank & Trust April 1998 - January 2007
Comstar Ambulance Services October 2006 - October 2006
Bank of New York Mellon October 1995 - April 1998
Bank of New York Mellon April 1993 - October 1995
Education
Salem State University 1982 — 1987
BS, Business Administration
State Street September 2011 - Present
State Street April 2011 - September 2011
State Street December 2007 - December 2010
JPMorganChase September 2004 - November 2007
State Street 1992 - 2003
Skills
Project Management, Relationship Management, Product Development, Business Relationship..., Sales Support, Processing, Business Analysis, Coaching, Financial Services, Process Improvement, Program Management, CRM, Mutual Funds
Education
Salve Regina University 1977 — 1981
BA, Psychology
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance July 2012 - Present
Liberty Mutual Insurance August 2011 - July 2012
State Street June 2010 - August 2011
Skills
Insurance, General Insurance, Claim, Requirements Gathering, Business Requirements, Business Analysis, Claims Management, Visio, Commercial Lines, Life Insurance, User Acceptance Testing, Requirements Analysis, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Management, Project Management, Lean Operations, Presentations
Education
Saint Michael's College 2001 — 2005
BS, Business Administration and Management, General
Eastern Bank January 2015 - Present
State Street January 2011 - July 2014
North Shore Realty Advisors, LLC. 2009 - 2011
Bank of America July 2006 - December 2008
Skills
Real Estate, Customer Service, Investments, Marketing, Microsoft Office
Education
Salem State University 2001 — 2005
Bachelors Business Administration, Business Management
Fidelity Investments June 2015 - Present
State Street June 2014 - January 2015
Skills
Social Media Marketing, Marketing, Social Media, Sales, Team Leadership, Leadership, Finance, Financial Management..., Financial Analysis, Marketing Strategy, New Business Development, Global Custody, Financial Risk, Banking, RFP, Lexicon, RFP Generation, Sales Process, Project Management, Sales Operations, Retail, Rugby, Salesforce.com, SNL, PowerPoint
Education
Salve Regina University 2011 — 2015
Marketing, Business, Management, Marketing, and Related Support Services
Pope John Paul II High School 2007 — 2011
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
Pioneer Investments December 2011 - Present
State Street July 1999 - December 2011
UNICARE Life & Health Insurance Company July 1996 - July 1998
John Hancock Mutual Life Insurance Company June 1989 - July 1996
Skills
Oracle SQL, Datastage, ETL, Unix, Unix Shell Scripting, Autosys, PL/SQL
Education
Salem State College 1983 — 1987
Bachelor of Science, Computer Information Systems
State Street June 2013 - November 2014
State Street September 2009 - June 2013
State Street April 2008 - February 2009
State Street 2003 - 2008
State Street 1999 - 2003
State Street 1994 - 1999
Skills
Analysis, Financial Services, Account Reconciliation, Bloomberg, Management, Fund Accounting, Fixed Income, Access, Portfolio Management, Business Analysis, Equities, Leadership, Mutual Funds, Securities, Visio, Risk Management, Microsoft Excel, Finance, Investments
Education
Salem State University 1987 — 1991
BS, Business Education - Accounting
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
Guaranteed Rate March 2011 - Present
Greenpark Mortgage June 2008 - March 2011
Mortgage Financial July 1999 - May 2008
PricewaterhouseCoopers March 1995 - July 1999
JPMorgan Chase 1991 - 1996
State Street 1990 - 1991
Skills
First Time Home Buyers, Mortgage Lending, Debt Consolidation, Refinance, Mortgage Banking, Financial Services, Finance, Investment Properties, Loans, Residential Mortgages, Mutual Funds, FHA, Risk Management, Certified Mortgage..., Real Estate, Loan Origination, USDA, VA loans, Reverse Mortgages, Credit, Construction Loans, VA Loans, Underwriting, FHA financing
Education
Suffolk University 1994 — 1996
Masters, TAXATION
Salem State University 1986 — 1990
BS Business, Accounting
Austin Preparatory High School 1982 — 1986
86
State Street August 2015 - Present
State Street June 2015 - August 2015
Salem State University September 2013 - May 2015
Irish Village May 2013 - August 2014
Dunkin Donuts October 2009 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Social Media, Social Networking, Public Speaking, Public Relations, Teamwork, Time Management, Communication
Education
Salem State University 2011 — 2015
Bachelors, Business - Other
Dennis-Yarmouth Regional High School 2007 — 2011
High School Diploma
GE Aviation February 2015 - Present
GE Aviation October 2009 - January 2015
State Street December 2006 - October 2009
Skills
Microsoft Office, Leadership, Management, Customer Service
Education
Salem State University
State Street January 2015 - Present
Canton Middle School September 2011 - Present
AppsUnloaded December 2013 - July 2014
New York Life Insurance Company May 2013 - October 2013
SENEDIA January 2013 - May 2013
Orange Leaf Frozen Yogurt September 2012 - May 2013
Canton Junction April 2012 - September 2012
CJ’s Deli April 2011 - September 2011
Skills
Communication, Organization, Determination, Microsoft Office, Sales, Life Insurance, Highly Dedicated, Teamwork, Microsoft Excel, Food Service, PowerPoint, Leadership, Time Management, Facebook, Social Networking, Microsoft Word, Social Media, Team Leadership, Insurance, Customer Service
Education
Salve Regina University 2009 — 2013
Bachelor of Science (B.S.), Finance
Canton High School 2005 — 2009
General Studies
IHS Global Insight October 2004 - Present
State Street January 2000 - September 2004
Skills
Product Management, Economics, Management, Market Analysis, Financial Modeling, Bloomberg, Analysis, Financial Markets, Analytics, Strategy, Business Strategy, Market Data, Competitive Analysis, Emerging Markets, Financial Services, Portfolio Management, Macroeconomics, Eviews, Fixed Income, Quantitative Analytics, Mergers & Acquisitions, SaaS, Product Development
Education
Salem State University 1989 — 1993
Bachelor’s Degree, Accounting and Finance, Business Economics
Smiths Medical December 2012 - Present
State Street May 2007 - December 2012
Smith Barney September 2006 - February 2007
Peabody Properties, Inc. May 2006 - August 2006
Skills
Finance, Financial Forecasting, Oracle Applications, OBIEE, Financial Analysis, Oracle Discoverer, Data Analysis, Budget Process, Budget Forecasts, Profit Margins, Microsoft Excel, Access, Microsoft Word, PowerPoint, Account Reconciliation, Securities, Process Improvement, Forecasting, Analysis
Education
Salve Regina University 2003 — 2007
Bachelor's Degree, Financial Management, minor in Business Administration, 3.81 Magna cum Laude
Whitman Hanson Regional High School 1999 — 2003
High School
State Street May 2015 - Present
Braintree Public Schools May 2015 - June 2015
State Street June 2014 - August 2014
Massachusetts State Senate June 2013 - August 2013
YMCA June 2010 - June 2013
Boston College June 2011 - August 2012
Skills
Microsoft Excel, Project Management, Outlook, Procedure Development, Interpersonal Skill, Microsoft Office, PowerPoint, Social Media, Networking, Work Ethic, Time Management, Teaching, Leadership, Customer Service, Microsoft Word, Teamwork, Accounting, Public Speaking, Research, Back Office, Social Networking, Communication, Event Planning, Analysis, Editing, Risk Assessment, Program Management, Organizational..., Risk Management
Education
Saint Michael's College 2013 — 2016
Accounting
Thayer Academy 2009 — 2012
SunGard Capital Markets 2014 - Present
CyberGrants 2012 - 2014
State Street August 2007 - June 2012
IBM July 2000 - June 2007
Education
Salem State College 1995 — 1998
Associate's degree, Computer Science
BNY Mellon May 2014 - Present
State Street 2007 - 2013
State Street 2000 - 2007
State Street 1999 - 2000
State Street 1994 - 1999
Skills
Software Quality..., SDLC, Testing, User Acceptance Testing, Test Planning, Business Analysis, Quality Assurance, Test Cases, Visio, Test Strategy, Software Documentation, Agile Methodologies, Requirements Analysis, Business Requirements, QTP, Equities, Quality Center, SharePoint, Manual Testing, Requirements Gathering, Regression Testing, System Integration..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Waterfall Methodologies
Education
Salem State College
Bachelor of Science (BS) in Office Administration, Management/Accounting
State Street March 2015 - Present
State Street Bank April 2012 - March 2015
MetLife August 2011 - April 2012
United States Marine Corps August 2007 - February 2011
Skills
Strategic Leadership, Fast Learner, Hard Worker, Team Leadership, Teamwork, Problem Solving, Team Building, Public Speaking, Leadership, Risk Management
Education
Salve Regina University 2003 — 2007
BS, Political Science
NetCracker February 2015 - Present
NetCracker June 2012 - January 2015
Charles River Development August 2011 - June 2012
NetCracker March 2010 - August 2011
NetCracker December 2007 - March 2010
Liberty Mutual April 2007 - December 2007
Liberty Mutual February 2005 - April 2007
State Street June 2003 - February 2005
Skills
Employee Relations, Performance Management, Recruiting, Training, Immigration Law, Talent Acquisition, Onboarding, Talent Management, Human Resources, Technical Recruiting, Employee Benefits, College Recruiting, Organizational..., HRIS, Mergers & Acquisitions
Education
Suffolk University 2006 — 2008
MS, Human Resources
Saint Michael's College 1999 — 2003
BA, Psychology/ Business Administration
Saint Bernard School 1995 — 1999
Diploma
KPMG November 2010 - Present
State Street September 2009 - October 2010
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Accounting, Microsoft Word, Account Management
Education
Saint Michael's College 2004 — 2008
Business Administration
SmartBear Software July 2009 - Present
State Street December 2007 - July 2009
Skills
Excel, Customer Service, Word, Customer Relations, PowerPoint, Salesforce.com, Accounting, Software Licensing, Quickbooks, QuickBooks, Microsoft Excel, Account Management, Management, SaaS, Leadership, Sales Process, Sales Operations, Enterprise Software, Sales, CRM, Lead Generation, Start-ups, B2B, Marketing, Entrepreneurship, Software Industry, Strategic Partnerships, Professional Services, Direct Sales, Cloud Computing, Solution Selling, Cold Calling, Product Management, Partner Management, Product Marketing, Selling, Business Development, Managed Services
Education
Salem State University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
State Electric Corporation October 2014 - Present
State Electric Corporation February 2013 - October 2014
State Street June 2011 - February 2013
Skills
Accounting, Microsoft Excel, Account Reconciliation, Auditing, Microsoft Word, General Ledger, Microsoft Office, PowerPoint, Financial Analysis, QuickBooks, Financial Reporting
Education
Salem State College 2007 — 2011
Bachelor, Accounting
Fidelity Investments July 2011 - Present
Fidelity Investments July 2012 - June 2015
LeapFrog Systems July 2011 - July 2012
North Brookfield Savings Bank May 2010 - July 2011
Wells Fargo Advisors May 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - May 2009
State Street June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Equities, Microsoft Word, Financial Statements, Series 7, Series 63, Banking, Finance, Risk Management, Analysis, Financial Analysis
Education
Salve Regina University 2006 — 2010
B.S., Economics - Money & Banking
Xaverian Brothers High School 2002 — 2006
State Street April 2011 - Present
Russell Investments September 2006 - November 2010
Fidelity Investments February 2005 - September 2006
WM Group of Funds December 2002 - February 2005
State Street Corporation August 1996 - October 2002
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Securities, Bloomberg, Financial Services, Derivatives, Financial Analysis, Investment Strategies, Fund Administration, Corporate Actions, Relationship Management
Education
Salve Regina University 1991 — 1995
Bachelor of Science (BS)
State Street July 2014 - Present
State Street September 2013 - July 2014
State Street January 2013 - August 2013
State Street July 2011 - December 2012
Skills
Financial Modeling, CDO, Structured Finance, Microsoft Excel, VBA, Financial Reporting, CLO, Structured Products, Compliance, Auditing, Fixed Income, Derivatives, Account Reconciliation, Data Analysis, Management, SQL, Loan Origination, Loan Servicing, Databases, ABS, Bloomberg, Bonds
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Salem State University
BS, Economics
Phillips Academy
State Street October 2010 - Present
State Street September 2007 - October 2010
State Street March 2005 - September 2007
Skills
Business Analysis, Process Improvement, Data Analysis, SQL, Project Management, Team Leadership, Microsoft Office, VBA, Management, Program Management, Access, Financial Services, SDLC, Databases, Team Management, Requirements Gathering, Requirements Analysis, Business Development, Business Process..., Business Intelligence, Microsoft SQL Server
Education
Salem State College 1987 — 1991
Bachelor of Science (BS), Business Administration (Operations Management/Management Information Systems)
University of Massachusetts, Amherst 1985 — 1987
Peabody Veterans Memorial High School
Phillips Exeter Academy May 2013 - Present
PC Connection April 2011 - May 2013
Liberty Mutual Insurance February 2009 - March 2011
Fidelity Investments April 2006 - December 2008
State Street January 2005 - April 2006
Columbia Management August 2000 - January 2005
Thomson Financial 1997 - 2000
Skills
Project Management, Requirements Gathering, PMO, E-commerce, Strategy, SDLC, Business Analysis, Market Data
Education
Salem State College 1991 — 1994
Bachelor of Science (B.S.), Business Administration
State Street September 2015 - Present
IDI Gazeley, North America March 2014 - September 2015
IDI Gazeley, North America July 2011 - March 2014
Wilkins Miller Hieronymus LLC January 2010 - June 2011
Carr, Riggs & Ingram, LLC January 2008 - March 2008
Wilkins Miller Hieronymus LLC May 2007 - August 2007
Skills
Financial Reporting, Accounting, Financial Statements, Auditing, Tax, Budgets, Financial Accounting, Microsoft Excel, Variance Analysis, CPA, QuickBooks, Accounts Payable, ProSystem fx Tax, IFRS, GAAP, Real Estate, Consolidation, Accounts Receivable, Fixed Assets, Yardi, Nexus, Microsoft Word, Adobe Acrobat, Caseware, Journal Entries, Analysis
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2009
Masters, Accounting
Samford University 2004 — 2008
BSBA, Accounting, Spanish
UMS-Wright Preparatory School 1991 — 2004
Analog Devices, Inc. December 2010 - Present
Analog Devices July 2010 - December 2010
State Street November 2005 - January 2010
Bank of America 2004 - 2006
Fleet Bank 2003 - 2004
Fleet Bank 1997 - 2003
Fleet Bank and predecessors 1981 - 1997
Skills
Executive Coaching, Group Facilitation, Strategic Consulting, Talent Management, Succession Planning, Executive Development, Coaching, Project Management, Six Sigma, FIRO-B, Organizational..., Organizational..., Leadership Development, Organizational Design, Performance Management, Employee Engagement, Change Management, Human Resources, Workshop Facilitation, Team Building, Leadership, Personnel Management, MBTI, Program Management, Strategic Planning, Strategy, Management
Education
Linkage, Inc/DePaul University
Organizational Development Certificate, Organization Development
Salem State University
Bachelor of Science, Cum Laude, Management
State Street February 1999 - Present
Bank of Boston 1998 - 1999
State Street Bank 1996 - 1999
American Student Assistance 1992 - 1996
Knapp Shoe 1991 - 1992
Skills
Process Improvement, Financial Analysis, Financial Metrics, Budget Models, Staffing Models, Mentoring, Strategic Financial..., Risk Management, Financial Accounting, Budgets, Mergers & Acquisitions, Financial Reporting
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Salem State College
Business
Oracle March 2012 - Present
State Street July 2001 - March 2012
Zurich Scudder Investments 1996 - 2001
scudder September 1989 - February 1996
Skills
Business Analysis, Vendor Management, SDLC, Disaster Recovery, Data Warehousing, Financial Services, Unix, Databases, Business Intelligence, SQL, Process Improvement, Software Project..., IT Strategy, Solaris, Requirements Analysis, Data Modeling, Database Design, Microsoft SQL Server, SOA, Database Administration, Oracle, Enterprise Architecture, Oracle RAC, IT Management, Requirements Gathering, AIX, ETL, Cloud Computing
Education
Salem State College
TD Ameritrade Institutional June 2014 - Present
Accenture January 2014 - June 2014
Fidelity Institutional Wealth Services October 2010 - January 2014
Xealot, Inc. April 2009 - December 2009
State Street June 2001 - February 2009
Andersen Consulting (now Accenture) October 1999 - May 2001
Skills
Wealth Management, Financial Services, Relationship Management, Investments, Management, Outsourcing, Consulting, Business Analysis
Education
UCLA Anderson School of Management
MBA
San Diego State University-California State University
Bachelor of Science
State Street September 2006 - Present
Education
Salem State University 1979 — 1983
CalSTRS March 2012 - Present
State Street October 2007 - March 2012
Skills
Asset Management, Asset Managment, Equities, Financial Analysis, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Strategic Planning
Education
San Diego State University-California State University 1995 — 2000
BNY Mellon July 2006 - Present
State Street January 2002 - 2006
First Data Corp 1989 - 1999
Arthur Young September 1987 - July 1989
Wolf & Company, P.C. September 1985 - September 1987
Skills
Financial Reporting, Securities, Mutual Funds, Fund Accounting, Alternative Investments, Asset Managment, SEC filings, Accounting, Asset Management, Derivatives, Auditing
Education
Salem State College 1983 — 1985
Bachelor of Science Business Administration, Accounting
Omgeo September 2010 - Present
Wellington Management October 2008 - October 2010
Bottomline Technologies November 2007 - November 2008
Charles River Development 2002 - 2006
State Street 1997 - 2001
Skills
Trading Systems
Education
Salem State University 1988 — 2003
State Street July 2006 - Present
New River 2001 - 2003
Skills
Business Analysis, Financial Analysis, Finance, Microsoft Office
Education
Salem State University
Bank of America November 2014 - Present
Bank of America August 2012 - November 2014
Bank of America Merrill Lynch March 2005 - August 2012
Bank of America July 2001 - March 2005
State Street December 1998 - July 2001
ITS Associates October 1997 - December 1998
GMO January 1996 - October 1997
Skills
Program Management, Brokerage Conversion, Strategic Technology..., Business Analysis, Data Management, Testing, Project Management, Mergers & Acquisitions, Application Portfolio..., Mobile Technology, Online Programs, Personnel Management, Team Leadership, Outsourcing, CRM, Analysis, Strategy, Risk Management, SDLC, Management, Banking, Vendor Management
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2012
Executive Education Program
Salve Regina University 1990 — 1994
BS, Accounting
State Street August 2007 - Present
Investors Bank & Trust July 2004 - July 2007
Investors Bank & Trust August 1999 - July 2004
Education
Salve Regina University 1995 — 1999
State Street Bank September 1999 - Present
State Street 1999 - Present
State Street Bank August 2005 - February 2008
Skills
Fixed Income, Mutual Funds
Education
Saint Michael's College 1995 — 1999
BS, Business
Legg Mason November 2007 - Present
Legg Mason February 2004 - October 2007
State Street September 2003 - September 2004
Education
Salve Regina University 1999 — 2003
State Street software engineerMITRE1997 - 2001
Fidelity Investments 1992 - 1997
Education
Saint Petersburg State University 1971 — 1977
Consilium Associates LLC 2003 - Present
Bank of America, Chicago 2009 - 2009
State Street 2003 - 2005
Independent Financial Services Consultant November 1984 - October 2003
Prudential Investments 1999 - 2000
EA Viner & Co. 1984 - 1995
Mellon Bank 1993 - 1994
Citbank Global Custody 1991 - 1993
Securities Settlement Corporation 1982 - 1984
Skills
SDLC, PMBOK, Project Management, PMO, Business Analysis, Business Process..., Corporate Actions, Settlements, Client Services, Testing, Cost Basis Reporting, Financial Risk, Analysis, Settlement, PMP, Financial Services, Fixed Income, Securities, Business Requirements, Derivatives, Mutual Funds
Education
Saint Peter's University 1975 — 1979
St Peters Prep
Visa Inc. May 2013 - Present
Wells Fargo January 2012 - May 2013
Federal Home Loan Bank of San Francisco September 2008 - December 2011
State Street June 2001 - July 2008
BlackRock September 2000 - June 2001
Franklin Templeton Investments May 1997 - September 2000
Franklin Templeton Investments January 1992 - May 1997
Franklin Templeton Investments January 1990 - January 1992
Franklin Templeton Investments August 1988 - January 1990
Bank of America May 1984 - August 1988
Skills
Mutual Funds, Fixed Income, Fund Accounting, Fund Administration, Equities, ETFs, Bloomberg, Securities, Asset Managment, .NET Compact Framework, VB.NET, C#, VBA, VB6, VAX COBOL, VAX C, Turbo C, Clipper, DCL, Oracle SQL, Microsoft SQL Server, SSIS, MS Project, FrontRange, Appworx, TFS, VSS, PVCS, HP Quality Center, Crystal Reports, Autosys, SWIFT messaging, Erwin 3.5, XML Schema, JIRA, Calypso, Cast, Agile & Waterfall..., WCF Services, Powerhouse, MQ Series, Sybase, CTM, DTS, Series 6, MPF (Mortgage..., SDLC
Education
San Francisco State University 1984 — 1987
Bachelor's degree, Computer Science
Altria 2010 - Present
Centruy 21 Commonwealth Commercial October 2008 - 2009
State Street January 2007 - September 2008
Skills
Financial Analysis, Customer Service, TSM, Process Improvement, Project Management, Budgets, Outside Sales, POS
Education
Salem State College 2004 — 2007
BS, Business
Brattleboro High School
Thomas Crane Library September 2013 - Present
Sharon Public library September 2011 - Present
State Street September 2010 - July 2011
Sharon Public Library October 2007 - September 2010
State Street 1998 - 2003
Boston Treasury Systems February 1993 - May 1998
State Street January 1988 - January 1993
Fidelity Investments January 1986 - January 1988
Education
Saint Michael's College 1981 — 1985
Bachelor's
Waddell & Reed May 2014 - Present
State Street 1995 - April 2014
The Chase Manhattan Bank June 1980 - May 1995
Skills
Asset Management, Global Custody, Risk Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Derivatives, Hedge Funds, Securities, Financial Services, Portfolio Management, Fund Accounting, Relationship Management, Financial Markets, Fund Administration, Investment Banking, Process Improvement, Financial Analysis, Investments, Finance, Accounting, Transfer Agency, Banking, Asset Managment, Investment Management, Securities Lending, Bloomberg, Cash Management, Bonds, FX Options, Corporate Actions, Capital Markets, Financial Risk, Series 63, Series 7, Team Leadership
Education
Saint Peter's University 1976 — 1980
BS, Accounting
Queen of Peace High School 1972 — 1976
high school
BNY Mellon March 2012 - Present
Standish Mellon Asset Management June 2007 - March 2012
State Street July 2000 - June 2004
Skills
Fixed Income, Derivatives, Global Custody, Alternative Investments, Emerging Markets, FX Options, Bloomberg, Asset Management, Investment Management, Options, Capital Markets, Foreign Exchange, Middle Office, Settlement, Back Office, Securities, Bonds, Mutual Funds, Trading, Investments
Education
Salem State University 1997 — 2001
BS, Finance
U.S. Bancorp Fund Services, LLC December 2012 - Present
AIS Fund Administration December 2011 - January 2013
AIS Fund Administration December 2008 - 2011
Citco Fund Services June 2008 - November 2008
State Street July 2004 - June 2008
Skills
Reconciliation, Fixed Income, Equities, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation, Financial Analysis, Hedge Funds, Bloomberg, Mutual Funds, Accounting, Bonds, Portfolio Management
Education
Saint Peter's University 2000 — 2004
Bachelors, Business Management
State Street March 2010 - July 2012
The Capital Group Companies March 1997 - July 2009
Toshiba America Information Systems 1995 - 1997
Price Waterhouse 1991 - 1995
Skills
PMP, Project Portfolio..., Business Process..., PMO, IT Management, Visio, Cross-functional Team..., Business Process, Program Management, Change Management, SDLC, Software Documentation, Management, Team Leadership, Project Management, Leadership, Business Analysis, Budgets, Information Technology, Vendor Management, Process Improvement, Procurement, Integration, IT Strategy, Software Project..., Business Intelligence
Education
University of San Diego
MBA
San Diego State University-California State University
B.S.
Voya Financial July 2008 - Present
ING Institutional Plan Services July 2008 - Present
CitiStreet 2000 - 2008
State Street 1998 - 2000
State Street 1993 - 1998
Bankers Trust 1986 - 1993
Dreyfus 1992 - 1992
Education
Saint Peter's University 1985 — 1987
Bachelor's Degree, Marketing and Mathematics
Temple University 1982 — 1984
Electrical Engineering
State Street April 2005 - Present
Lighthouse Financial Group February 2000 - September 2001
Skills
ETFs
Education
Salve Regina University 2001 — 2005
B.A., Economics, Communications
State Street August 2015 - Present
The Bank of New York Mellon February 2013 - May 2015
Wipro Technologies/Credit Suisse, Nomura Securities, Freelance January 2012 - February 2013
Citigroup April 2009 - October 2011
Bridgewater Associates February 2009 - April 2009
Moore Capital Management May 2005 - December 2008
Soros Funds Management LTD October 2002 - May 2005
Goldman Sachs July 2000 - January 2002
Citibank / Citigroup June 1994 - June 2000
Industrial Bank of Japan May 1990 - June 1994
Skills
Collateral Management, Operational Risk, Client Services, Process Engineering, Customer Relations, Derivatives, Settlements, Risk, ISDA, Fixed Income, Equities, Hedge Funds, CDS, Swaps, Capital Markets, Prime Brokerage, Financial Markets, Middle Office, FX, Trading Systems, Equity Derivatives, Back Office, Commodities, Credit Derivatives, Asset Management, Alternative Investments, Interest Rate..., Credit Risk, Risk Management, Operational Risk...
Education
Saint Peter's University 1984 — 1987
Bachelor of Science, Management/Marketing
State Street April 2011 - Present
State Street Bank September 2007 - June 2011
State Street Corporation January 2008 - April 2011
State Street Bank September 2007 - April 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Bloomberg, Financial Modeling, Financial Services, Financial Accounting, Internal Controls, Microsoft Excel, Fixed Income, Securities, Fund Accounting, Research, Investments, PowerPoint, Public Speaking, Financial Statements, Equities, Auditing, Social Media
Education
Simmons College 2014 — 2019
Master of Business Administration (MBA)
Simmons College 2005 — 2007
Political Science and International Relations-Minor in Economics, International Relations and Affairs; Political Science;Economics
Salem State College 2002 — 2004
Bachelor's degree, Criminal Justice/Safety Studies
Loring, Wolcott & Coolidge September 2006 - May 2012
State Street March 2005 - September 2006
Poulos Construction April 1998 - August 2005
New York Life Insurance Company January 2004 - March 2005
Education
Salem State University 2000 — 2003
Bachelor of Science in Business Administration, Finance & Accounting
State Street May 2015 - Present
State Street Bank October 2012 - Present
State Street Bank April 2011 - October 2012
State Street Bank February 2010 - April 2011
State Street Bank July 2007 - February 2010
Skills
Corporate Actions, Securities, Fund Administration, Fixed Income, Equities, Hedge Funds, Financial Services, Investments, ETFs, Credit, Bloomberg Terminal, Derivatives, Financial Modeling, Asset Managment, Alternative Investments, Portfolio Management, Valuation
Education
Saint Michael's College 2003 — 2007
Bachelors, Political Science
State Street September 2015 - Present
State Street September 2014 - September 2015
State Street November 2012 - September 2014
State Street June 2006 - October 2012
State Street June 2006 - July 2008
Skills
Microsoft Office, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Bloomberg, Outlook, Fund Accounting, Financial Modeling, Access, Auditing, Financial Accounting, PowerPoint, Account Reconciliation, Mutual Funds, Internal Controls, Finance, Sarbanes-Oxley Act, Internal Audit, Financial Statements, General Ledger, Financial Services, Microsoft Word, Financial Risk, Variance Analysis, Management, Corporate Finance, Analysis, Sarbanes-Oxley, Bank Reconciliation, Financial Audits, Journal Entries, Accruals, Cash Management, Fixed Assets, Investments, SEC filings, GAAP, Financial Statement..., Expenses, Balance, Fund Administration, Spreadsheets, Accounts Receivable, Accounts Payable, Alternative Investments, Ad Hoc Reporting, Preparation
Education
Salem State University 2003 — 2008
Business Administration, Accounting
STATE STREET CORPORATION November 2011 - Present
State Street Corporation November 2011 - Present
State Street January 2007 - November 2011
State Street January 2002 - January 2007
State Street January 2001 - January 2002
State Street January 1999 - January 2001
State Street January 1998 - January 1999
State Street January 1997 - January 1998
State Street January 1996 - January 1997
Skills
Lean Facilitator-March ..., Lean..., Certified Test Manager..., SDLC, Investments, Process Improvement, Test Planning, Software Quality..., Securities, Risk Management, Business Requirements, Testing, Account Reconciliation, User Acceptance Testing
Education
Salem State University 1990 — 1994
BS, Business Admin-Concentration Accounting
Salem State University 1990 — 1994
BS, Political Science
National Amusements October 2011 - Present
Alares Energy and the Environment December 2009 - March 2011
EnviroTrac 2004 - 2008
State Street 1996 - 2003
State Street 1994 - 1996
State Street Bank 1991 - 1994
State Street Bank 1989 - 1991
Stop & Shop 1985 - 1987
Skills
Leadership, Microsoft Office, Data Analysis, Payroll, Remediation, Microsoft Excel, Microsoft Word, PowerPoint, Supervisory Skills, Environmental Consulting, Customer Service, Accounting, Employee Relations, Risk Assessment, HRIS, Strategic Planning, Program Management, Budgets, Project Management, Due Diligence, Training, Process Improvement, Recruiting, Project Planning
Education
Salem State University 1980 — 1984
BS, Business Administration
Deutsche Bank Trust Company Americas January 2011 - Present
Bank of New York 2002 - 2007
State Street 1991 - 2002
Skills
Bonds, Capital Markets, Fixed Income, Securities, Portfolio Management
Education
Saint Michael's College
BS, Business Administration
UBS Wealth Management March 2013 - Present
State Street March 2010 - March 2013
State Street July 2008 - March 2010
UBS Wealth Management September 2007 - December 2007
Education
Saint Michael's College 2004 — 2008
BS, Business and Finance
Universität Salzburg / University of Salzburg
Study Abroad Program
Ridgefield High School 2000 — 2004
Kellogg Company April 2008 - January 2010
State Street September 2007 - February 2008
Mid-America Ice Cream June 2006 - March 2007
Education
University of Missouri-Kansas City 2008 — 2012
Bachelors of Computer Science, Programming & Robotics
San Diego State University-California State University 1998 — 1999
Bachelors of Arts, Film & Video Production
San Marcos 1995 — 1998
Associates in Arts, Film & Video Production
State Street Global Advisors October 2014 - Present
Pioneer Investments May 2014 - October 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Daily Printing, Inc. May 2011 - July 2011
Chapmans Floral, LLC May 2010 - August 2010
Skills
Financial Analysis, Equities, Fixed Income, Investments, Trading, Account Reconciliation, Mutual Funds, Leadership, Team Leadership, Strategic Planning, Team Building, Financial Services, Asset Management, Banking, Analysis, Valuation, Oral Communication
Education
Saint Michael's College 2010 — 2014
Manchester Essex Regional High School 2006 — 2010
The Ariel Group February 2015 - Present
State Street June 2003 - May 2010
State Street January 2000 - June 2003
Skills
Marketing, Microsoft Excel, Banking, PowerPoint, Financial Services, Microsoft Word, Investments, Financial Analysis, Risk Management
Education
Salem State University 1993 — 1997
Bachelor's Degree, Sociology
Fresenius Medical Care November 2006 - Present
State Street November 1999 - November 2006
Wang January 1984 - February 1987
Skills
PeopleSoft HR, PeopSoft Benefits, PeopleSoft Benefits, Onboarding, HRIS, PeopleSoft, Employee Benefits, Benefits Administration
Education
Salem State College
SC&H Group June 2015 - Present
Greenleaf Capital, LLC December 2014 - May 2015
State Street April 2014 - December 2014
State Street June 2012 - March 2014
Capin Crouse, LLP January 2012 - June 2012
Capin Crouse LLP January 2010 - December 2011
L Paul Kassouf & Co., P.C. January 2009 - April 2009
Lincoln Financial Group May 2008 - August 2008
Summit Products, LLC June 2006 - July 2007
Skills
Certified Public..., Certified Fraud Examiner, Auditing, Internal Controls, Financial Statement..., Audit Documentation, Financial Statement..., CPA, Financial Statements, Accounting, GAAP, General Ledger, Internal Audit, Analysis, Budgets, Finance
Education
Samford University 2008 — 2009
Masters of Accountancy, Accounting
Samford University 2004 — 2008
Bachelors of Science, Accounting
Stellenbosch University/Universiteit Stellenbosch 2007 — 2007
Lazard Asset Management June 1992 - Present
State Street August 2007 - January 2010
Morgan Stanley Dean Witter January 1989 - June 1992
Skills
Mutual Funds, Fixed Income, Hedge Funds, Equities, Bonds, Equity Corporate Actions, Asset Management, Securities, Bloomberg, Middle Office, Investments, Corporate Actions, Alternative Investments
Education
Saint Peter's University 1987 — 1989
High School 1983 — 1987
HS Dipalma
State Street April 2008 - Present
Skills
Securities, Bloomberg, Equities, Financial Services, Mutual Funds, Financial Analysis
Education
San Diego State University-California State University
BS, Kinesiology
SEI June 2012 - Present
State Street June 2009 - September 2011
State Street May 2002 - May 2009
State Street January 2001 - May 2002
Merrill Lynch April 1999 - December 2000
Merrill Lynch July 1998 - March 1999
Merrill Lynch May 1995 - July 1998
Skills
Mutual Funds, Accounting, Problem Solving, Time Management, Troubleshooting, Attention To Detail, Client Relationship..., Expense Budgeting, Team Leadership, Financial Analysis, Vendor Relations, Estimating, Procedure Creation, Internal Controls, Process Control, SAS 70, Procedure Implementation, Performance Management, Conducting Interviews, Deadline Oriented, Teamwork, Corporate Actions, Derivatives, Team Motivator, Investment Products, Fund Administration, Controls, Accounting Procedures, Financial Accounting, Fund Accounting, Client Service, Priority Setting, Reliability, Productivity Improvement, Integrity, Equities, Fixed Income, FX, Money Market, Bonds, Futures, Mortgage Backed..., Options, Swaps
Education
Saint Peter's University 1986 — 1991
BS, Accounting
State Street April 2011 - August 2012
Bloomingdale's January 2011 - April 2011
Bed Bath & Beyond June 2002 - January 2011
Skills
Talent Acquisition, Interviews, Human Resources, PeopleSoft, Onboarding, Applicant Tracking..., Recruiting, Temporary Placement, Sales, Time Management, Merchandising
Education
Salem State University 2001 — 2010
Bachelor of Science, Business Management - Human Resources
State Street Bank May 2013 - Present
State Street Corporation June 2008 - May 2013
State Street October 2007 - June 2008
State Street December 2005 - October 2007
State Street September 2003 - December 2005
State Street Corporation September 2001 - September 2003
Skills
Fund Accounting, Mutual Funds, Financial Statements, Trading, Fund Administration
Education
Salem State College 1996 — 2000
Bachelor of Science, Communications
State Street April 2003 - Present
Education
Salisbury State University 1995 — 1997
BA`, English Literature
morris catholic 1989 — 1993
University of California Office of the President 2013 - Present
BlackRock 2010 - 2011
APL Logistics 2005 - 2009
Kelmscott Comunicatons 2002 - 2005
RCM 1999 - 2001
Intermedia Partners 1998 - 1999
Montgomery Asset Management 1996 - 1998
State Street 1993 - 1996
Skills
Financial Reporting, Consolidation, Financial Modeling, Financial Analysis, Accounting, SAP
Education
San Francisco State University
Business Administration, Finance
State Street November 2014 - Present
- Freelance February 2014 - Present
Telerik September 2013 - August 2014
Cape Cod Bay Charters June 2006 - September 2013
Media Solutions International January 2013 - May 2013
Author September 2012 - May 2013
Sugarbush Resort September 2012 - December 2012
The Defender, St. Michael's College newspaper September 2012 - December 2012
Skills
Adobe Audition, Adobe InDesign, Adobe Dreamweaver, Adobe Illustrator, Adobe Photoshop CS5.1, Investigative Reporting, Journalism, Social Media, Customer Service, Salesforce.com, Microsoft Excel, Leadership, Time Management, Social Media Marketing
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies, Marketing
Boston College High School 2005 — 2009
Hunter Hamilton May 2013 - May 2014
Truman Medical Centers December 2002 - October 2012
State Street December 1997 - December 2002
Skills
Corporate Financial..., Financial Analysis, Financial Variance..., Problem Solving, Microsoft Office, work comp annual..., 990 tax reporting, management and..., analysis/interpretion..., investment accounting, Account Reconciliation, Research, testing computer systems, Customer Service, preparation of audit..., working with internal..., Accounting, Leadership, Healthcare, Analysis, Hospitals, Invoicing, General Ledger
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Pioneer Investments October 2014 - Present
Pioneer Investments April 2014 - October 2014
Pioneer Investments September 2010 - April 2014
State Street January 2008 - September 2010
UnitedHealthcare October 2005 - December 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Microsoft Excel, Financial Accounting, Corporate Finance, Financial Statements, General Ledger, Employee Benefits, Finance, Analysis, Process Improvement, Forecasting, PeopleSoft, Microsoft Word, HRIS
Education
Salem State College 2004 — 2005
Bachelor of Arts (B.A.), Economics
Charles Schwab October 2007 - Present
State Street 1996 - 2006
Education
San Francisco State University
Bachelor of Science (BS), Hospitality Administration/Management
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
State Street February 2012 - Present
CPI Corp. August 2011 - May 2012
Salve Regina University September 2008 - May 2010
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Equities, Microsoft Office, PowerPoint, Fixed Income, Accounting, Customer Service, Securities
Education
Salve Regina University 2006 — 2010
Bachelor's degree, Psychology, Economics
Weymouth High School 2003 — 2006
High School Diploma