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
Tim Hanifin CPA Tim Hanifin CPA's State Street Experience March 2014 - Present
Job
Industry Financial Services
Experience
State Street March 2014 - Present
Skills
Mutual Funds, Financial Analysis, Risk Management, Strategy, Financial Reporting, Business Process..., Analysis, Finance, Forecasting, Accounting, Leadership, Management, Program Management, Financial Services, Corporate Finance, Budgets, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST
Boston College
BS
Delbarton School
State Street March 2014 - Present
Skills
Mutual Funds, Financial Analysis, Risk Management, Strategy, Financial Reporting, Business Process..., Analysis, Finance, Forecasting, Accounting, Leadership, Management, Program Management, Financial Services, Corporate Finance, Budgets, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST
Boston College
BS
Delbarton School
Shasha Jin Shasha Jin's State Street Experience August 2007 - February 2014
Job Application Developer seeking for new opportunity
Industry Computer Software
Experience
State Street August 2007 - February 2014
Infosys September 2006 - April 2007
Skills
IBM Mainframe, COBOL, DB2, CICS, JCL, Fund Accounting, Recon
Education
Beijing University of Post and Telecommunications 2003 — 2007
Bachelor's degree, Computer Software Engineering
Infosys
State Street August 2007 - February 2014
Infosys September 2006 - April 2007
Skills
IBM Mainframe, COBOL, DB2, CICS, JCL, Fund Accounting, Recon
Education
Beijing University of Post and Telecommunications 2003 — 2007
Bachelor's degree, Computer Software Engineering
Infosys
Benjamin Grayson, CFA Benjamin Grayson, CFA's State Street Experience September 2007 - September 2008
Job Investment Industry Professional, Series 7
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
Guggenheim Partners January 2014 - Present
MFS Investment Management January 2012 - June 2013
MFS Investment Management September 2008 - December 2011
State Street September 2007 - September 2008
Skills
Asset Management, Emerging Markets, Bloomberg, Leadership, Financial Modeling, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Valuation
Education
University of California, San Diego 2005 — 2007
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS), International Management
Boston College 2000 — 2004
B.A., History
Fudan University 2005 — 2005
Beijing Language and Culture University 2004 — 2004
William Bramley William Bramley's State Street Experience August 1997 - September 1999
Job Director, Go2Green Team at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
Program Management and Analysis Professional September 2013 - September 2014
Fidelity Investments November 2011 - August 2013
Fidelity Investments July 2006 - November 2011
Fidelity Investments July 2001 - July 2006
Fidelity Investments September 1999 - July 2001
State Street August 1997 - September 1999
Skills
Process Improvement, Business Analysis, Defined Benefit, Employee Benefits, Relationship Management, Vendor Management, Retirement, Pensions, Financial Services, Mutual Funds, Project Management, 401k, Leadership, Offshore Outsourcing, Analysis, Asset Allocation, Management, Six Sigma, Call Centers, Strategy, Access, Outsourcing, Forecasting, Risk Management, Business Process, Coaching, Business Process..., Requirements Gathering, Offshoring, Change Management, Pension Administration, Business Process..., Training, Business Requirements, Visio, Resource Management, Client Services, Requirements Analysis, Data Analysis, Metrics, Operations Management, Operational Excellence, Process Engineering, Collaborative Problem...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA- International Business
Saint Lawrence University 1990 — 1994
BA, Economics
TIAA-CREF April 2015 - Present
Bank of America Merrill Lynch September 2014 - April 2015
Program Management and Analysis Professional September 2013 - September 2014
Fidelity Investments November 2011 - August 2013
Fidelity Investments July 2006 - November 2011
Fidelity Investments July 2001 - July 2006
Fidelity Investments September 1999 - July 2001
State Street August 1997 - September 1999
Skills
Process Improvement, Business Analysis, Defined Benefit, Employee Benefits, Relationship Management, Vendor Management, Retirement, Pensions, Financial Services, Mutual Funds, Project Management, 401k, Leadership, Offshore Outsourcing, Analysis, Asset Allocation, Management, Six Sigma, Call Centers, Strategy, Access, Outsourcing, Forecasting, Risk Management, Business Process, Coaching, Business Process..., Requirements Gathering, Offshoring, Change Management, Pension Administration, Business Process..., Training, Business Requirements, Visio, Resource Management, Client Services, Requirements Analysis, Data Analysis, Metrics, Operations Management, Operational Excellence, Process Engineering, Collaborative Problem...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA- International Business
Saint Lawrence University 1990 — 1994
BA, Economics
Amy Motylewski, MBA's State Street Experience June 2011 - October 2013
Job Analyst, Retirement Products at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
State Street June 2011 - October 2013
State Street October 2010 - June 2011
Iannella and Mummolo January 2010 - April 2010
Multi Chevrolet July 2005 - August 2009
Skills
Risk Management, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat, Private Equity, Finance, Competitive Analysis, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Bentley University 2006 — 2010
Bachelor of Science, Finance
Vienna University of Economics and Business Administration
Study Abroad Program - Spring 2009
TD Ameritrade October 2013 - Present
State Street June 2011 - October 2013
State Street October 2010 - June 2011
Iannella and Mummolo January 2010 - April 2010
Multi Chevrolet July 2005 - August 2009
Skills
Risk Management, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat, Private Equity, Finance, Competitive Analysis, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Bentley University 2006 — 2010
Bachelor of Science, Finance
Vienna University of Economics and Business Administration
Study Abroad Program - Spring 2009
Amy Whittaker's State Street Experience January 1994 - November 2012
Job Managing Director, Hughey Center for Financial Services, Bentley University
Industry Financial Services
Experience
Bentley University March 2013 - Present
State Street January 1994 - November 2012
State Street Bank January 1996 - March 2000
Skills
Financial Analysis, Risk Management, Bloomberg, Capital Markets, Business Analysis, Electronic Trading, Foreign Exchange, Graduate Recruitment, Hands-on Training, sovereign wealth funds..., Institutional Client..., Leadership, Fixed Income, Derivatives, Hedge Funds, Equities, FX Options, Portfolio Management, Securities, Trading, Financial Services, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MSF, Finance
Bentley University March 2013 - Present
State Street January 1994 - November 2012
State Street Bank January 1996 - March 2000
Skills
Financial Analysis, Risk Management, Bloomberg, Capital Markets, Business Analysis, Electronic Trading, Foreign Exchange, Graduate Recruitment, Hands-on Training, sovereign wealth funds..., Institutional Client..., Leadership, Fixed Income, Derivatives, Hedge Funds, Equities, FX Options, Portfolio Management, Securities, Trading, Financial Services, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MSF, Finance
Douglas C. Miller's State Street Experience January 2012 - April 2012
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Mason Wetherald's State Street Experience May 2015 - Present
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street September 2013 - May 2015
State Street November 2012 - September 2013
Baystate Financial Services June 2011 - August 2011
Allwether Marine Services October 2009 - May 2011
Skills
Bloomberg, Excel, PowerPoint, Word, Factset, Peachtree, Crystal Ball, Factiva, Morningstar, Crystal Reports, Analysis, Microsoft Word, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance
Bentley University 2008 — 2012
Bachelor's degree, Economics-Finance; Global Perspectives; Management Minor
State Street May 2015 - Present
State Street September 2013 - May 2015
State Street November 2012 - September 2013
Baystate Financial Services June 2011 - August 2011
Allwether Marine Services October 2009 - May 2011
Skills
Bloomberg, Excel, PowerPoint, Word, Factset, Peachtree, Crystal Ball, Factiva, Morningstar, Crystal Reports, Analysis, Microsoft Word, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance
Bentley University 2008 — 2012
Bachelor's degree, Economics-Finance; Global Perspectives; Management Minor
Brandy Mitnick Brandy Mitnick's State Street Experience February 2013 - July 2013
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
TMWRK May 2015 - Present
Universal Music Group June 2015 - August 2015
Republic Records July 2014 - December 2014
Northeastern Entrepreneurs Club January 2014 - June 2014
Northeastern Entrepreneurs Club September 2013 - December 2013
STORExpress July 2012 - December 2013
State Street February 2013 - July 2013
State Street January 2013 - February 2013
Travel + Leisure Southeast Asia September 2012 - January 2013
American Express Publishing January 2012 - July 2012
Skills
Marketing, Social Media, Social Networking, Event Management, Event Planning, Integrated Marketing, Social Media Marketing, Marketing Communications, Time Management, PowerPoint, Entrepreneurship, Public Speaking, Proposal Writing, Community Outreach, Publishing, Microsoft Word, Start-ups, Travel Photography, Newsletters, Digital Photography, InDesign, Illustrator
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.8
Mahidol University, Thailand 2012 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Beijing Language and Culture University 2011 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 4.0
American College of Thessaloniki, Greece 2010 — 2010
Bachelor of Business Administration (B.B.A.), Business
TMWRK May 2015 - Present
Universal Music Group June 2015 - August 2015
Republic Records July 2014 - December 2014
Northeastern Entrepreneurs Club January 2014 - June 2014
Northeastern Entrepreneurs Club September 2013 - December 2013
STORExpress July 2012 - December 2013
State Street February 2013 - July 2013
State Street January 2013 - February 2013
Travel + Leisure Southeast Asia September 2012 - January 2013
American Express Publishing January 2012 - July 2012
Skills
Marketing, Social Media, Social Networking, Event Management, Event Planning, Integrated Marketing, Social Media Marketing, Marketing Communications, Time Management, PowerPoint, Entrepreneurship, Public Speaking, Proposal Writing, Community Outreach, Publishing, Microsoft Word, Start-ups, Travel Photography, Newsletters, Digital Photography, InDesign, Illustrator
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.8
Mahidol University, Thailand 2012 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Beijing Language and Culture University 2011 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 4.0
American College of Thessaloniki, Greece 2010 — 2010
Bachelor of Business Administration (B.B.A.), Business
Kelli Wasilauski Kelli Wasilauski's State Street Experience June 2012 - August 2012
Job Publicity Manager at Webster Public Relations
Industry Public Relations and Communications
Experience
Webster Public Relations August 2015 - Present
Webster Public Relations April 2015 - Present
Nashville Scene September 2014 - December 2014
Lacoste January 2013 - August 2014
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Microsoft Office, Social Media, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Facebook, Social Media Marketing, InDesign
Education
Centro Universitario de Idiomas 2014 — 2014
Spanish
Belmont University 2009 — 2014
Bachelor's Degree, Public Relations
Hopkinton High School 2006 — 2009
High School
Webster Public Relations August 2015 - Present
Webster Public Relations April 2015 - Present
Nashville Scene September 2014 - December 2014
Lacoste January 2013 - August 2014
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Microsoft Office, Social Media, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Facebook, Social Media Marketing, InDesign
Education
Centro Universitario de Idiomas 2014 — 2014
Spanish
Belmont University 2009 — 2014
Bachelor's Degree, Public Relations
Hopkinton High School 2006 — 2009
High School
Dan Poole's State Street Experience May 1999 - September 2000
Job Advisory Manager at PwC
Industry Management Consulting
Experience
PwC June 2015 - Present
Knowledgent Group September 2010 - May 2015
EMC October 2007 - September 2010
Wellington Management Company, LLP February 2007 - October 2007
BusinessEdge Solutions, Inc. October 2005 - February 2007
IBM February 2001 - August 2005
Sapient Corporation September 2000 - February 2001
State Street May 1999 - September 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Management Consulting, Solution Architecture, Analysis, Management, User Acceptance Testing, Testing, Business Intelligence, Business Process..., Leadership, IT Strategy, Enterprise Architecture, SaaS, Consulting, Enterprise Software, Process Improvement, Strategy, Program Management, Outsourcing, Software Project..., Cloud Computing, Financial Services, Project Planning, Business Process, Business Requirements, CRM, ERP, Integration, Project Portfolio..., Vendor Management, IT Management, Professional Services, Data Warehousing, Analytics, Change Management, PMO, Business Process..., PMP, Business Transformation, Requirements Gathering, Cross-functional Team..., Quality Assurance, Business Process Design, Visio, Project Delivery
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Science (M.S.), Computer Information Systems
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance
Woburn High School 1991 — 1995
PwC June 2015 - Present
Knowledgent Group September 2010 - May 2015
EMC October 2007 - September 2010
Wellington Management Company, LLP February 2007 - October 2007
BusinessEdge Solutions, Inc. October 2005 - February 2007
IBM February 2001 - August 2005
Sapient Corporation September 2000 - February 2001
State Street May 1999 - September 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Management Consulting, Solution Architecture, Analysis, Management, User Acceptance Testing, Testing, Business Intelligence, Business Process..., Leadership, IT Strategy, Enterprise Architecture, SaaS, Consulting, Enterprise Software, Process Improvement, Strategy, Program Management, Outsourcing, Software Project..., Cloud Computing, Financial Services, Project Planning, Business Process, Business Requirements, CRM, ERP, Integration, Project Portfolio..., Vendor Management, IT Management, Professional Services, Data Warehousing, Analytics, Change Management, PMO, Business Process..., PMP, Business Transformation, Requirements Gathering, Cross-functional Team..., Quality Assurance, Business Process Design, Visio, Project Delivery
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
Master of Science (M.S.), Computer Information Systems
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance
Woburn High School 1991 — 1995
Vikram Auradkar Vikram Auradkar's State Street Experience February 2012 - August 2012
Job
Industry Computer Software
Experience
Atlantis Computing January 2013 - Present
State Street February 2012 - August 2012
Bentley University February 2011 - March 2012
Hewlett-Packard September 2005 - August 2010
Skills
Equity Valuation, Business Process, Options Pricing, Factset, Excel, Vlookup, VBA, SQL, Excel Macro, Spreadsheet Design, Visio, Process Modeling, Scrum, Access, C, MS Project, Project Management, Agile Project Management, C++, Java, Oracle, Unix, Kernel, Kernel Programming, Minitab, Morningstar, Factset Query Language..., SAP, SPSS, Agile Methodologies, Microsoft Excel, Business Intelligence, Analysis, Software Development, Team Leadership, Operating Systems, Requirements Analysis, Databases, Software Project..., Linux, Shell Scripting, SDLC
Education
Bentley University 2010 — 2012
MBA
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA
Visvesvaraya Technological University 2001 — 2005
B.E
Atlantis Computing January 2013 - Present
State Street February 2012 - August 2012
Bentley University February 2011 - March 2012
Hewlett-Packard September 2005 - August 2010
Skills
Equity Valuation, Business Process, Options Pricing, Factset, Excel, Vlookup, VBA, SQL, Excel Macro, Spreadsheet Design, Visio, Process Modeling, Scrum, Access, C, MS Project, Project Management, Agile Project Management, C++, Java, Oracle, Unix, Kernel, Kernel Programming, Minitab, Morningstar, Factset Query Language..., SAP, SPSS, Agile Methodologies, Microsoft Excel, Business Intelligence, Analysis, Software Development, Team Leadership, Operating Systems, Requirements Analysis, Databases, Software Project..., Linux, Shell Scripting, SDLC
Education
Bentley University 2010 — 2012
MBA
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA
Visvesvaraya Technological University 2001 — 2005
B.E
Doug Awley Doug Awley's State Street Experience November 1997 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street November 1997 - Present
Skills
Oracle E-Business Suite, Business Analysis, Program Management, SDLC, Software Development, Financial Services, Business Process..., Business Intelligence, Process Improvement, Vendor Management, Business Process, IT Strategy, Requirements Gathering, Software Project..., Project Portfolio..., PMO, Business Requirements, Visio, Requirements Analysis, Data Warehousing, PMP, Enterprise Architecture, Disaster Recovery, IT Management, SharePoint, Outsourcing, CRM, Resource Management, Risk Management, Information Technology, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2002
MSCIS, Computer Information Systems
Merrimack College 1982 — 1985
B.S., Accounting
State Street November 1997 - Present
Skills
Oracle E-Business Suite, Business Analysis, Program Management, SDLC, Software Development, Financial Services, Business Process..., Business Intelligence, Process Improvement, Vendor Management, Business Process, IT Strategy, Requirements Gathering, Software Project..., Project Portfolio..., PMO, Business Requirements, Visio, Requirements Analysis, Data Warehousing, PMP, Enterprise Architecture, Disaster Recovery, IT Management, SharePoint, Outsourcing, CRM, Resource Management, Risk Management, Information Technology, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2002
MSCIS, Computer Information Systems
Merrimack College 1982 — 1985
B.S., Accounting
Jon Sturgis's State Street Experience January 2007 - November 2012
Job OEM System Engineering at Brocade Communications
Industry Information Technology and Services
Experience
Brocade March 2014 - Present
Air National Guard January 2000 - Present
EMC November 2012 - March 2014
State Street January 2007 - November 2012
EMC January 2005 - January 2007
EMC January 2003 - January 2005
Skills
Storage, Storage Area Networks, Symmetrix, Brocade, Enterprise Storage, Storage Virtualization, Fibre Channel, Storage Architecture, SAN, EMC Storage, C-130, USPV, VSP, IBM XIV, Dcx, McData, Brocade DCFM, Disaster Recovery, Technical Support, Hardware
Education
Community College of the Air Force 2000 — 2012
Avionics Maintenance Technology
Becker College 2009 — 2010
Brocade March 2014 - Present
Air National Guard January 2000 - Present
EMC November 2012 - March 2014
State Street January 2007 - November 2012
EMC January 2005 - January 2007
EMC January 2003 - January 2005
Skills
Storage, Storage Area Networks, Symmetrix, Brocade, Enterprise Storage, Storage Virtualization, Fibre Channel, Storage Architecture, SAN, EMC Storage, C-130, USPV, VSP, IBM XIV, Dcx, McData, Brocade DCFM, Disaster Recovery, Technical Support, Hardware
Education
Community College of the Air Force 2000 — 2012
Avionics Maintenance Technology
Becker College 2009 — 2010
Nancy Krause Nancy Krause's State Street Experience September 1985 - June 2003
Job Executive AssistantParalegal
Industry Financial Services
Experience
Standard Life Investments November 2014 - Present
Wedding Circle July 2007 - Present
Notary Public June 2006 - Present
Acadian Asset Management August 2005 - September 2010
State Street September 1985 - June 2003
Skills
7+ years as Executive..., Notary Public, Security Compliance, Leadership, Training, Accounting, Investments
Education
Northeastern University 2003 — 2003
Certification, Paralegal
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
certification, Pension Administration, Taxation
Massasoit Community College 1981 — 1999
Accounting Major/Business Management
Standard Life Investments November 2014 - Present
Wedding Circle July 2007 - Present
Notary Public June 2006 - Present
Acadian Asset Management August 2005 - September 2010
State Street September 1985 - June 2003
Skills
7+ years as Executive..., Notary Public, Security Compliance, Leadership, Training, Accounting, Investments
Education
Northeastern University 2003 — 2003
Certification, Paralegal
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
certification, Pension Administration, Taxation
Massasoit Community College 1981 — 1999
Accounting Major/Business Management
Brittany Harbert's State Street Experience July 2014 - Present
Job Internal Sales Associate at State Street
Industry Marketing and Advertising
Experience
State Street July 2014 - Present
State Street March 2013 - July 2014
State Street June 2012 - March 2013
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance, General
Bentley University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing
State Street July 2014 - Present
State Street March 2013 - July 2014
State Street June 2012 - March 2013
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance, General
Bentley University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing
Jessica Perez-Rossello's State Street Experience June 2005 - October 2005
Job President at Passio Consulting
Industry Education Management
Experience
Passio Consulting November 2012 - Present
MA Department of Elementary and Secondary Education 2009 - October 2012
Public Consulting Group August 2006 - March 2009
State Street June 2005 - October 2005
Skills
Risk Management, Process Improvement, Strategic Planning, Business Analysis, Business Process..., Program Management, PMO, Project Portfolio..., Change Management, Business Process, Vendor Management, Process Engineering, Management Consulting, IT Strategy, Requirements Analysis, Software Project..., Data Analysis, Leadership, Team Building, Integration, Data Warehousing, Business Intelligence, Cross-functional Team..., Analysis, PMP, Governance, Visio, IT Management, SharePoint, Enterprise Architecture
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1994
MBA, Operations Management
Bentley University 1989 — 1993
BS, Finance
Passio Consulting November 2012 - Present
MA Department of Elementary and Secondary Education 2009 - October 2012
Public Consulting Group August 2006 - March 2009
State Street June 2005 - October 2005
Skills
Risk Management, Process Improvement, Strategic Planning, Business Analysis, Business Process..., Program Management, PMO, Project Portfolio..., Change Management, Business Process, Vendor Management, Process Engineering, Management Consulting, IT Strategy, Requirements Analysis, Software Project..., Data Analysis, Leadership, Team Building, Integration, Data Warehousing, Business Intelligence, Cross-functional Team..., Analysis, PMP, Governance, Visio, IT Management, SharePoint, Enterprise Architecture
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1994
MBA, Operations Management
Bentley University 1989 — 1993
BS, Finance
Anthony Falzone Anthony Falzone's State Street Experience October 2003 - February 2009
Job Consultant at Nuance Communications
Industry Computer Software
Experience
Nuance Communications January 2015 - Present
Sapient Corporation January 2010 - October 2013
State Street October 2003 - February 2009
State Street May 1992 - September 2003
Wang Laboratories, Inc April 1987 - May 1992
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Accounting Courses in MSA Program, Accounting
Boston University School of Law
LLM, Tax
Boston University School of Law
JD
College of the Holy Cross
AB, Economics, Mathematics
St. Ignatius College Prep
Diploma
St. Philip Neri Grammar School
Diploma
Nuance Communications January 2015 - Present
Sapient Corporation January 2010 - October 2013
State Street October 2003 - February 2009
State Street May 1992 - September 2003
Wang Laboratories, Inc April 1987 - May 1992
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Accounting Courses in MSA Program, Accounting
Boston University School of Law
LLM, Tax
Boston University School of Law
JD
College of the Holy Cross
AB, Economics, Mathematics
St. Ignatius College Prep
Diploma
St. Philip Neri Grammar School
Diploma
René Lowrance René Lowrance's State Street Experience August 2012 - Present
Job Design/Project Administrator and Oversight at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street May 2011 - August 2012
State Street May 2010 - May 2011
State Street October 2007 - May 2010
State Street April 2005 - September 2007
Skills
Process Improvement, Training, Microsoft Office
Education
Becker College
Bentley University
State Street August 2012 - Present
State Street May 2011 - August 2012
State Street May 2010 - May 2011
State Street October 2007 - May 2010
State Street April 2005 - September 2007
Skills
Process Improvement, Training, Microsoft Office
Education
Becker College
Bentley University
Douglas Gustin's State Street Experience 1996 - 1997
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP 2001 - Present
NetNames (US subsidiary of NetBenefit) 2000 - 2001
Mystic Valley Elder Services, Inc. 1997 - 2000
State Street 1996 - 1997
Skills
Mergers and Acquisitions, Complex Equity..., Non-profit Board..., SEC Filings, Life Sciences and..., Equities, SEC filings, Lifesciences
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MS, Finance
Bentley University 1991 — 1995
BS, Accounting
Billerica Memorial High School 1987 — 1991
BDO USA, LLP 2001 - Present
NetNames (US subsidiary of NetBenefit) 2000 - 2001
Mystic Valley Elder Services, Inc. 1997 - 2000
State Street 1996 - 1997
Skills
Mergers and Acquisitions, Complex Equity..., Non-profit Board..., SEC Filings, Life Sciences and..., Equities, SEC filings, Lifesciences
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MS, Finance
Bentley University 1991 — 1995
BS, Accounting
Billerica Memorial High School 1987 — 1991
Gina Detrani Gina Detrani's State Street Experience August 2001 - June 2003
Job Human Resources Coordinator at Centrus Home Care
Industry Hospital & Health Care
Experience
Centrus Home Cae January 2013 - Present
Centrus Home Care July 2004 - January 2013
State Street August 2001 - June 2003
Skills
Close Attention to..., Customer Satisfaction, Patient Advocacy, Prioritisation, Human Resources, Healthcare, Microsoft Excel, Leadership, Hospitals, Hiring, Customer Service, Strategic Planning, Employee Relations, Time Management
Education
Bridgewater State University 1999 — 2001
Business Administration and Management, General
Belmont Abbey College 1996 — 1998
sports management
Centrus Home Cae January 2013 - Present
Centrus Home Care July 2004 - January 2013
State Street August 2001 - June 2003
Skills
Close Attention to..., Customer Satisfaction, Patient Advocacy, Prioritisation, Human Resources, Healthcare, Microsoft Excel, Leadership, Hospitals, Hiring, Customer Service, Strategic Planning, Employee Relations, Time Management
Education
Bridgewater State University 1999 — 2001
Business Administration and Management, General
Belmont Abbey College 1996 — 1998
sports management
William Presley William Presley's State Street Experience November 2014 - Present
Job Associate Counsel, Asst. Vice President at State Street
Industry Legal Services
Experience
State Street November 2014 - Present
Electric Insurance Company February 2014 - October 2014
Maine Unemployment Insurance Commission May 2012 - October 2014
RedPoint Global, Inc August 2013 - January 2014
Maine Center for Law and Innovation January 2012 - December 2012
The Law Offices of J. Vincent Perryman June 2011 - August 2011
HCA June 2008 - August 2010
Dealerskins June 2007 - October 2007
Skills
Legal Research, Research, Public Speaking, Social Media Marketing, Employment Rights, Wrongful Termination, Bluebook, Business Counsel, Intellectual Property..., Copyright Infringement, Crowdfunding, Mobile Strategy, Mobile Trends, Windows Phone, Payment Systems, HR Policies, Administrative Law, Legal Writing, Intellectual Property, Employment Law
Education
University of Maine School of Law 2011 — 2013
J.D., Law
Belmont University 2006 — 2010
BA, Business Administration and Management, Database Management Emphasis
State Street November 2014 - Present
Electric Insurance Company February 2014 - October 2014
Maine Unemployment Insurance Commission May 2012 - October 2014
RedPoint Global, Inc August 2013 - January 2014
Maine Center for Law and Innovation January 2012 - December 2012
The Law Offices of J. Vincent Perryman June 2011 - August 2011
HCA June 2008 - August 2010
Dealerskins June 2007 - October 2007
Skills
Legal Research, Research, Public Speaking, Social Media Marketing, Employment Rights, Wrongful Termination, Bluebook, Business Counsel, Intellectual Property..., Copyright Infringement, Crowdfunding, Mobile Strategy, Mobile Trends, Windows Phone, Payment Systems, HR Policies, Administrative Law, Legal Writing, Intellectual Property, Employment Law
Education
University of Maine School of Law 2011 — 2013
J.D., Law
Belmont University 2006 — 2010
BA, Business Administration and Management, Database Management Emphasis
Christopher Doney's State Street Experience August 2007 - February 2008
Job Director of Global Sales Operations at IdeaPaint
Industry Think Tanks
Experience
IdeaPaint August 2014 - Present
IdeaPaint February 2014 - July 2014
IdeaPaint December 2012 - February 2014
IdeaPaint October 2011 - December 2012
IdeaPaint, Inc. July 2009 - October 2011
Amherst College March 2008 - March 2009
State Street August 2007 - February 2008
Skills
Sales, New Business Development, Product Management, Negotiation, Marketing Strategy, Brand Management, Microsoft Excel, Entrepreneurship, Customer Service, Strategic Planning, Marketing, Account Management, Product Development, Microsoft Office, Market Research, Business Development, Email Marketing, Competitive Analysis, Cross-functional Team..., Lead Generation, Sales Process, Business Strategy, Sales Operations, Leadership, Strategy, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA
Lafayette College 2003 — 2007
BA, Economics & Business
The University of Queensland 2006 — 2006
Study Abroad
The Loomis Chaffee School 2000 — 2003
Longmeadow High School 1999 — 2000
IdeaPaint August 2014 - Present
IdeaPaint February 2014 - July 2014
IdeaPaint December 2012 - February 2014
IdeaPaint October 2011 - December 2012
IdeaPaint, Inc. July 2009 - October 2011
Amherst College March 2008 - March 2009
State Street August 2007 - February 2008
Skills
Sales, New Business Development, Product Management, Negotiation, Marketing Strategy, Brand Management, Microsoft Excel, Entrepreneurship, Customer Service, Strategic Planning, Marketing, Account Management, Product Development, Microsoft Office, Market Research, Business Development, Email Marketing, Competitive Analysis, Cross-functional Team..., Lead Generation, Sales Process, Business Strategy, Sales Operations, Leadership, Strategy, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA
Lafayette College 2003 — 2007
BA, Economics & Business
The University of Queensland 2006 — 2006
Study Abroad
The Loomis Chaffee School 2000 — 2003
Longmeadow High School 1999 — 2000
Hank Xiao's State Street Experience July 2011 - December 2011
Job Business Development Manager at World Elites
Industry Real Estate
Experience
Deal Savings February 2014 - June 2014
Harvard University January 2013 - June 2013
Music Studio Direct September 2012 - December 2012
State Street July 2011 - December 2011
Skills
Business Development, Marketing, Business Strategy, Negotiation, PowerPoint, Analytical, Team Leadership, Customer Service, Social Media, Management, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Photoshop, InDesign, HTML, C++, Meeting deadlines, Access, Outlook, Photography
Education
Northeastern University 2009 — 2013
Bachelor's Degree, Marketing
Beijing Institute of Technology 2008 — 2009
BS, Electronic Engineering
Deal Savings February 2014 - June 2014
Harvard University January 2013 - June 2013
Music Studio Direct September 2012 - December 2012
State Street July 2011 - December 2011
Skills
Business Development, Marketing, Business Strategy, Negotiation, PowerPoint, Analytical, Team Leadership, Customer Service, Social Media, Management, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Photoshop, InDesign, HTML, C++, Meeting deadlines, Access, Outlook, Photography
Education
Northeastern University 2009 — 2013
Bachelor's Degree, Marketing
Beijing Institute of Technology 2008 — 2009
BS, Electronic Engineering
Elizabeth Roaldsen, CFA Elizabeth Roaldsen, CFA's State Street Experience January 2015 - Present
Job Head of Digital Transformation
Industry Financial Services
Experience
State Street January 2015 - Present
State Street August 2010 - Present
26 Celsius June 2010 - August 2010
MIT Sloan School of Management June 2009 - June 2010
Merrill Lynch Bank (Suisse) September 2008 - September 2009
Merrill Lynch March 2006 - September 2008
Merrill Lynch June 2002 - 2005
The Bank of New York 1994 - 1997
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
Leadership
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MBA, Innovation and Leadership
Chartered Financial Analyst (CFA) designation 2003 — 2004
Belmont Abbey College 1989 — 1992
BA, Accounting
State Street January 2015 - Present
State Street August 2010 - Present
26 Celsius June 2010 - August 2010
MIT Sloan School of Management June 2009 - June 2010
Merrill Lynch Bank (Suisse) September 2008 - September 2009
Merrill Lynch March 2006 - September 2008
Merrill Lynch June 2002 - 2005
The Bank of New York 1994 - 1997
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
Leadership
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MBA, Innovation and Leadership
Chartered Financial Analyst (CFA) designation 2003 — 2004
Belmont Abbey College 1989 — 1992
BA, Accounting
Logan Gasper's State Street Experience April 2013 - Present
Job Accounting Analyst at State Street
Industry Banking
Experience
State Street April 2013 - Present
Student International Business Council (SIBC) January 2012 - December 2012
City of Topeka May 2012 - August 2012
JC Penney October 2006 - January 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Satisfaction, Cash Management, Cash Handling Experience, Customer Service, Data Entry
Education
Benedictine College 2009 — 2012
Bachelor's degree, International Business, 3.7
Washburn Rural High School 2005 — 2009
4.0
State Street April 2013 - Present
Student International Business Council (SIBC) January 2012 - December 2012
City of Topeka May 2012 - August 2012
JC Penney October 2006 - January 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Satisfaction, Cash Management, Cash Handling Experience, Customer Service, Data Entry
Education
Benedictine College 2009 — 2012
Bachelor's degree, International Business, 3.7
Washburn Rural High School 2005 — 2009
4.0
Ryan Donnell's State Street Experience February 2014 - Present
Job Branding and Strategy Enthusiast
Industry Financial Services
Experience
State Street February 2014 - Present
Brandable January 2013 - Present
State Street September 2011 - February 2014
State Street February 2008 - September 2011
Shopforclothes.com October 2006 - October 2007
Raj Bhakta for U.S. Congress June 2006 - September 2006
Skills
Blogging, Marketing Strategy, Marketing Research, Marketing, Product Development, Management, Brand Development, Public Speaking, Social Media, Hootsuite, Google Analytics, Digital Strategy, Advertising, Team Building, Content Management, Digital Marketing, Creative Writing, Creative Direction, Integrated Marketing, TweetDeck, Cross-functional Team..., Facebook, Leadership, Market Research, Marketing Communications, Social Media Marketing, Social Networking, Microsoft Excel
Education
Bentley University 2009 — 2013
MBA, Economics of Financial Markets, 3.5 out of 4.0
Villanova University 2002 — 2006
BA, Political Science
Beijing Language and Culture University 2004 — 2004
Study Abroad, Chinese(Mandarin)
South Kingstown High School 1998 — 2002
Diploma
State Street February 2014 - Present
Brandable January 2013 - Present
State Street September 2011 - February 2014
State Street February 2008 - September 2011
Shopforclothes.com October 2006 - October 2007
Raj Bhakta for U.S. Congress June 2006 - September 2006
Skills
Blogging, Marketing Strategy, Marketing Research, Marketing, Product Development, Management, Brand Development, Public Speaking, Social Media, Hootsuite, Google Analytics, Digital Strategy, Advertising, Team Building, Content Management, Digital Marketing, Creative Writing, Creative Direction, Integrated Marketing, TweetDeck, Cross-functional Team..., Facebook, Leadership, Market Research, Marketing Communications, Social Media Marketing, Social Networking, Microsoft Excel
Education
Bentley University 2009 — 2013
MBA, Economics of Financial Markets, 3.5 out of 4.0
Villanova University 2002 — 2006
BA, Political Science
Beijing Language and Culture University 2004 — 2004
Study Abroad, Chinese(Mandarin)
South Kingstown High School 1998 — 2002
Diploma
Bill Weidman, CPA Bill Weidman, CPA's State Street Experience April 2012 - Present
Job AVP Alternative Investment Solutions at State Street
Industry Accounting
Experience
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
Nadia Tejeda Colon's State Street Experience July 2011 - Present
Job Senior Auditor at State Street Corporation
Industry Accounting
Experience
State Street July 2011 - Present
Liberty Mutual May 2009 - June 2011
ALPFA 2005 - 2009
PricewaterhouseCoopers 2005 - 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Managerial Finance, Process Improvement, Auditing, Risk Management, Internal Audit, Microsoft Office, Internal Controls, Project Management, Finance, Financial Modeling, Business Process..., Sarbanes-Oxley Act, Financial Services, Financial Accounting, GAAP, Financial Statements, SAP, Strategic Planning, Enterprise Risk..., Bank Reconciliation, US GAAP, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master's degree, Accounting
Bentley University 2002 — 2004
Bachelor's degree, Accounting
State Street July 2011 - Present
Liberty Mutual May 2009 - June 2011
ALPFA 2005 - 2009
PricewaterhouseCoopers 2005 - 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Managerial Finance, Process Improvement, Auditing, Risk Management, Internal Audit, Microsoft Office, Internal Controls, Project Management, Finance, Financial Modeling, Business Process..., Sarbanes-Oxley Act, Financial Services, Financial Accounting, GAAP, Financial Statements, SAP, Strategic Planning, Enterprise Risk..., Bank Reconciliation, US GAAP, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master's degree, Accounting
Bentley University 2002 — 2004
Bachelor's degree, Accounting
Lindsay McCoy Lindsay McCoy's State Street Experience December 2013 - Present
Job Portfolio Accountant at State Street
Industry Accounting
Experience
State Street December 2013 - Present
Telmar Network Technology December 2012 - October 2013
Gavilon Group, LLC July 2004 - March 2012
CBSHOME Real Estate November 2009 - July 2011
Skills
Outlook, Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, Accounting, Budgets, Payroll, Accounts Receivable, Analysis, General Ledger, Auditing
Education
Bellevue University 2005 — 2007
BS, Human Resources and Social Services
State Street December 2013 - Present
Telmar Network Technology December 2012 - October 2013
Gavilon Group, LLC July 2004 - March 2012
CBSHOME Real Estate November 2009 - July 2011
Skills
Outlook, Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, Accounting, Budgets, Payroll, Accounts Receivable, Analysis, General Ledger, Auditing
Education
Bellevue University 2005 — 2007
BS, Human Resources and Social Services
Marc Waegemann's State Street Experience March 2015 - Present
Job Risk & Reporting, Director at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
International Fund Services (NA) LLC, A State Street Company July 2012 - Present
L. F. Howard Associates, Inc. January 2000 - June 2012
Medical Records Institute January 1998 - December 1999
Horst Chrt Steuerberater August 1996 - December 1997
Systems Automation / Judge Imaging, Inc. June 1995 - July 1996
Lanier Worldwide, Inc June 1994 - June 1995
Skills
Advent, SQL, Project Planning, Strategic Financial..., Strategic Planning, Investments, Business Planning, Business Strategy, Research, Business Development, Policy, Project Management, Strategy, Account Management, Operations Management, Management, Government, Insurance, Contract Negotiation, Leadership, Analysis, Portfolio Management, Finance, Asset Management, Negotiation, Marketing, Accounting, Risk Management, Financial Services, Hedge Funds, Training, Financial Analysis, Wealth Management
Education
University of Massachusetts School of Law - Dartmouth 2000 — 2004
J.D., Juris Doctor, Law
Beloit College 1990 — 1994
B.A., Bachelors of Arts, International Relations
Berkshire School 1986 — 1990
State Street March 2015 - Present
International Fund Services (NA) LLC, A State Street Company July 2012 - Present
L. F. Howard Associates, Inc. January 2000 - June 2012
Medical Records Institute January 1998 - December 1999
Horst Chrt Steuerberater August 1996 - December 1997
Systems Automation / Judge Imaging, Inc. June 1995 - July 1996
Lanier Worldwide, Inc June 1994 - June 1995
Skills
Advent, SQL, Project Planning, Strategic Financial..., Strategic Planning, Investments, Business Planning, Business Strategy, Research, Business Development, Policy, Project Management, Strategy, Account Management, Operations Management, Management, Government, Insurance, Contract Negotiation, Leadership, Analysis, Portfolio Management, Finance, Asset Management, Negotiation, Marketing, Accounting, Risk Management, Financial Services, Hedge Funds, Training, Financial Analysis, Wealth Management
Education
University of Massachusetts School of Law - Dartmouth 2000 — 2004
J.D., Juris Doctor, Law
Beloit College 1990 — 1994
B.A., Bachelors of Arts, International Relations
Berkshire School 1986 — 1990
Andrea Gruber Andrea Gruber's State Street Experience February 1985 - July 2003
Job Benefits Administrator at Northwestern Benefit Associates
Industry Insurance
Experience
Northwestern Benefit Associates October 2014 - Present
Aflac August 2007 - September 2014
State Street February 1985 - July 2003
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1988
MBA, Human Resource Management
Simmons College 1973 — 1977
BS, Mathematics
Northwestern Benefit Associates October 2014 - Present
Aflac August 2007 - September 2014
State Street February 1985 - July 2003
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1988
MBA, Human Resource Management
Simmons College 1973 — 1977
BS, Mathematics
Michelle MacInnes's State Street Experience September 2015 - Present
Job Student at Benedictine College
Industry Accounting
Experience
State Street September 2015 - Present
JcPenney April 2014 - August 2015
Dairy Queen July 2010 - August 2014
Skills
Critical Thinking, Data Entry, Microsoft Office, Typing, Organization, Microsoft Excel, Microsoft Word, PowerPoint, Time Management
Education
Benedictine College 2012 — 2015
Bachelor's degree, Accounting, 3.8
Edina High School 2009 — 2012
State Street September 2015 - Present
JcPenney April 2014 - August 2015
Dairy Queen July 2010 - August 2014
Skills
Critical Thinking, Data Entry, Microsoft Office, Typing, Organization, Microsoft Excel, Microsoft Word, PowerPoint, Time Management
Education
Benedictine College 2012 — 2015
Bachelor's degree, Accounting, 3.8
Edina High School 2009 — 2012
Angela (Nelson) Bohovic's State Street Experience June 2014 - Present
Job Client Operations at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
Good Shepherd Catholic Church January 2013 - May 2014
Benedictine College August 2011 - May 2012
Benedictine College August 2011 - May 2012
Benedictine College August 2010 - May 2012
Student International Business Council (SIBC) December 2011 - February 2012
Benedictine College 2010 - 2012
Target 2006 - 2012
Church of Saints Peter and Paul 2011 - 2011
Benedictine College August 2008 - December 2008
Skills
Photography, Social Media, Adobe Creative Suite, Layout, Microsoft Office, Mac OS X, Time Management, QuickBase, Publisher 2007, PC, Communication, Multitasking Skills, MailChimp
Education
Benedictine College 2008 — 2012
Bachelor of Arts (BA), Mass Communication, Business (Marketing focus), Economics
State Street June 2014 - Present
Good Shepherd Catholic Church January 2013 - May 2014
Benedictine College August 2011 - May 2012
Benedictine College August 2011 - May 2012
Benedictine College August 2010 - May 2012
Student International Business Council (SIBC) December 2011 - February 2012
Benedictine College 2010 - 2012
Target 2006 - 2012
Church of Saints Peter and Paul 2011 - 2011
Benedictine College August 2008 - December 2008
Skills
Photography, Social Media, Adobe Creative Suite, Layout, Microsoft Office, Mac OS X, Time Management, QuickBase, Publisher 2007, PC, Communication, Multitasking Skills, MailChimp
Education
Benedictine College 2008 — 2012
Bachelor of Arts (BA), Mass Communication, Business (Marketing focus), Economics
Gerri Baker Gerri Baker's State Street Experience June 2003 - October 2011
Job Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank October 2011 - Present
State Street June 2003 - October 2011
Deutsche Bank April 1995 - June 2003
Education
Belmont University 1985 — 1990
Bachelor’s Degree
State Street Bank October 2011 - Present
State Street June 2003 - October 2011
Deutsche Bank April 1995 - June 2003
Education
Belmont University 1985 — 1990
Bachelor’s Degree
Chris Concheri's State Street Experience May 2011 - June 2013
Job Risk Management Consultant
Industry Capital Markets
Experience
IBM September 2015 - Present
Accenture July 2013 - September 2015
State Street May 2011 - June 2013
State Street September 2005 - May 2011
State Street Bank September 2004 - September 2005
State Street September 2001 - September 2004
Morgan Stanley August 2000 - September 2001
State Street Bank October 1998 - August 2000
State Street Bank December 1995 - October 1998
State Street Bank May 1990 - December 1995
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Credit Risk, Enterprise Risk..., Risk Mitigation, Internal Controls, Investments, Banking, Mutual Funds, Wealth Management, Risk Assessment, Business Analysis, Securities, Financial Management, Process Improvement, Risk Analysis, Accounting, Cash Management, Process Engineering, Program Management, Financial Risk, Basel II, Financial Services, Governance, Portfolio Management, Internal Audit, Credit, Finance, Analysis, Strategy, Equities, Fixed Income, Derivatives, Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
Master of Science, Accounting
Bridgwater State University 1986 — 1990
Bachelor of Science in Management Science, Accounting and Finance Concentration
IBM September 2015 - Present
Accenture July 2013 - September 2015
State Street May 2011 - June 2013
State Street September 2005 - May 2011
State Street Bank September 2004 - September 2005
State Street September 2001 - September 2004
Morgan Stanley August 2000 - September 2001
State Street Bank October 1998 - August 2000
State Street Bank December 1995 - October 1998
State Street Bank May 1990 - December 1995
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Credit Risk, Enterprise Risk..., Risk Mitigation, Internal Controls, Investments, Banking, Mutual Funds, Wealth Management, Risk Assessment, Business Analysis, Securities, Financial Management, Process Improvement, Risk Analysis, Accounting, Cash Management, Process Engineering, Program Management, Financial Risk, Basel II, Financial Services, Governance, Portfolio Management, Internal Audit, Credit, Finance, Analysis, Strategy, Equities, Fixed Income, Derivatives, Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
Master of Science, Accounting
Bridgwater State University 1986 — 1990
Bachelor of Science in Management Science, Accounting and Finance Concentration
Isaac Muchemore Isaac Muchemore's State Street Experience September 2010 - Present
Job Financial Reporting Analyst at State Street
Industry Financial Services
Experience
State Street September 2010 - Present
State Street February 2010 - October 2011
State Street April 2009 - February 2010
Skills
Project Management, Data Analysis, Financial Analysis, Management, Finance, New Business Development, Financial Reporting, Financial Modeling, Microsoft Excel, Budgets, Capital Markets, Financial Services, Derivatives, Banking, Series 7, Analysis, Cash Flow, Account Reconciliation, Access
Education
Baylor University - Hankamer School of Business 2004 — 2008
Finance, Finance
State Street September 2010 - Present
State Street February 2010 - October 2011
State Street April 2009 - February 2010
Skills
Project Management, Data Analysis, Financial Analysis, Management, Finance, New Business Development, Financial Reporting, Financial Modeling, Microsoft Excel, Budgets, Capital Markets, Financial Services, Derivatives, Banking, Series 7, Analysis, Cash Flow, Account Reconciliation, Access
Education
Baylor University - Hankamer School of Business 2004 — 2008
Finance, Finance
Lawrence Bevens Lawrence Bevens's State Street Experience 1998 - 2001
Job Vice President, Workplace Participant Strategy and Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Fidelity Investments 2001 - 2004
State Street 1998 - 2001
Skills
Strategy, CRM, Analytics, Program Management, Management, Segmentation, Financial Services, Series 7, Series 63, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Finance and Operations Management
University of Massachusetts Dartmouth
Bachelor of Science (BS), Civil Engineering
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Fidelity Investments 2001 - 2004
State Street 1998 - 2001
Skills
Strategy, CRM, Analytics, Program Management, Management, Segmentation, Financial Services, Series 7, Series 63, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Finance and Operations Management
University of Massachusetts Dartmouth
Bachelor of Science (BS), Civil Engineering
Yu Andy Qin Yu Andy Qin's State Street Experience February 2015 - Present
Job AVP, State Street eFX Quantitative Analyst
Industry Financial Services
Experience
State Street February 2015 - Present
FLYBERRY CAPITAL LLC February 2014 - September 2014
Harvard University September 2009 - February 2014
FLYBERRY CAPITAL LLC March 2013 - September 2013
Skills
C++, C, Matlab, Java, Python, R, Data Mining, Statistics, LaTeX, Machine Learning, Mathematical Modeling, Mathematica
Education
Harvard University 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Harvard University 2009 — 2011
Master of Science (M.S.), Engineering Sciences
Beihang University 2005 — 2009
Bachelor of Engineering, Automation Science
State Street February 2015 - Present
FLYBERRY CAPITAL LLC February 2014 - September 2014
Harvard University September 2009 - February 2014
FLYBERRY CAPITAL LLC March 2013 - September 2013
Skills
C++, C, Matlab, Java, Python, R, Data Mining, Statistics, LaTeX, Machine Learning, Mathematical Modeling, Mathematica
Education
Harvard University 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Harvard University 2009 — 2011
Master of Science (M.S.), Engineering Sciences
Beihang University 2005 — 2009
Bachelor of Engineering, Automation Science
Satyendra Sharma Satyendra Sharma's State Street Experience March 2015 - Present
Job Vice President, Data Architecture Enterprise Data Governance and Management at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street January 2013 - Present
State Street November 2010 - Present
Skills
Software Development, Management, SDLC, Data Warehousing, SQL, Leadership, Business Analysis, Agile Methodologies, Software Project..., Requirements Analysis, Enterprise Architecture, Trading Systems, SOA, PL/SQL, Business Intelligence, IT Strategy, Cloud Computing, SaaS, Business Process, Solution Architecture, Program Management, IT Management, Unix, Enterprise Software, Agile Project Management, ITIL, Requirements Gathering, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA
National Institute of Technology Kurukshetra 1989 — 1993
B Tech
State Street March 2015 - Present
State Street January 2013 - Present
State Street November 2010 - Present
Skills
Software Development, Management, SDLC, Data Warehousing, SQL, Leadership, Business Analysis, Agile Methodologies, Software Project..., Requirements Analysis, Enterprise Architecture, Trading Systems, SOA, PL/SQL, Business Intelligence, IT Strategy, Cloud Computing, SaaS, Business Process, Solution Architecture, Program Management, IT Management, Unix, Enterprise Software, Agile Project Management, ITIL, Requirements Gathering, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA
National Institute of Technology Kurukshetra 1989 — 1993
B Tech
Laura Dietel's State Street Experience August 2015 - Present
Job Vice President, Global Operations Risk Management at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street March 2014 - Present
Skills
Certified Project..., Business Analysis, Mentoring, Project Management, SDLC, PMO, Financial Services, PMP, Process Improvement, Risk Management, Business Requirements, Requirements Gathering, Securities, Global Custody, Change Management, Quality Assurance, Strategy, Testing, Management, Resource Management, Mutual Funds, Visio
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
M.B.A., International Business
Boston College 1987 — 1991
B.S., Finance
State Street August 2015 - Present
State Street March 2014 - Present
Skills
Certified Project..., Business Analysis, Mentoring, Project Management, SDLC, PMO, Financial Services, PMP, Process Improvement, Risk Management, Business Requirements, Requirements Gathering, Securities, Global Custody, Change Management, Quality Assurance, Strategy, Testing, Management, Resource Management, Mutual Funds, Visio
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
M.B.A., International Business
Boston College 1987 — 1991
B.S., Finance
Paul D Keith Jr.'s State Street Experience February 2003 - April 2005
Job Accomplished Director of Product ManagementDedicated to automating financial services back office
Industry Financial Services
Experience
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer Financial Services July 2008 - September 2014
Wolters Kluwer Financial Services April 2005 - July 2008
State Street February 2003 - April 2005
State Street February 2001 - February 2003
State Street February 2000 - February 2001
State Street March 1998 - February 2000
State Street April 1997 - March 1998
Putnam Investments September 1995 - April 1997
Putnam Investments March 1994 - September 1995
Skills
Product Management, Product Development, Mutual Funds, Securities, Hedge Funds, Investments, Finance, Financial Services, Financial Analysis, Accounting, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, 3.7 GPA
Framingham State University
Bachelor of Business Administration (B.B.A.), 3.2
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer Financial Services July 2008 - September 2014
Wolters Kluwer Financial Services April 2005 - July 2008
State Street February 2003 - April 2005
State Street February 2001 - February 2003
State Street February 2000 - February 2001
State Street March 1998 - February 2000
State Street April 1997 - March 1998
Putnam Investments September 1995 - April 1997
Putnam Investments March 1994 - September 1995
Skills
Product Management, Product Development, Mutual Funds, Securities, Hedge Funds, Investments, Finance, Financial Services, Financial Analysis, Accounting, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, 3.7 GPA
Framingham State University
Bachelor of Business Administration (B.B.A.), 3.2
Ashley Hum Ashley Hum's State Street Experience May 2008 - August 2009
Job Partner at Formula Resources
Industry Information Technology and Services
Experience
TEKsystems August 2013 - June 2014
TEKsystems May 2011 - August 2013
Allen H. Gould Trading Floor, McMaster University September 2009 - December 2009
State Street May 2008 - August 2009
McMaster University January 2008 - April 2008
Skills
Strategic Planning, Project Management, Networking, Mandarin, Cantonese, French, Research, Technical Recruiting, Vendor Management, Network Infrastructure, Analysis, Management, Leadership, Contract Recruitment, Microsoft Office, Information Technology, Staffing Services, Training, Screening Resumes, SharePoint, Interviews, System Administration, Recruiting, Infrastructure, Virtualization, Business Analysis, Onboarding, Telecommunications, Internet Recruiting, Databases, SDLC, Applicant Tracking..., Staff Augmentation, Talent Acquisition, Benefits Negotiation, Consulting, Screening, Security, Temporary Placement, Outsourcing, Sourcing, IT Recruitment, College Recruiting, Resource Management
Education
Beijing Language and Culture University
Chinese linguistics (Intermediate)
McMaster University
Honours Bachelor of Commerce degree, Specialized Sales, Merchandising and Marketing Operations
TEKsystems August 2013 - June 2014
TEKsystems May 2011 - August 2013
Allen H. Gould Trading Floor, McMaster University September 2009 - December 2009
State Street May 2008 - August 2009
McMaster University January 2008 - April 2008
Skills
Strategic Planning, Project Management, Networking, Mandarin, Cantonese, French, Research, Technical Recruiting, Vendor Management, Network Infrastructure, Analysis, Management, Leadership, Contract Recruitment, Microsoft Office, Information Technology, Staffing Services, Training, Screening Resumes, SharePoint, Interviews, System Administration, Recruiting, Infrastructure, Virtualization, Business Analysis, Onboarding, Telecommunications, Internet Recruiting, Databases, SDLC, Applicant Tracking..., Staff Augmentation, Talent Acquisition, Benefits Negotiation, Consulting, Screening, Security, Temporary Placement, Outsourcing, Sourcing, IT Recruitment, College Recruiting, Resource Management
Education
Beijing Language and Culture University
Chinese linguistics (Intermediate)
McMaster University
Honours Bachelor of Commerce degree, Specialized Sales, Merchandising and Marketing Operations
Alex Boyd's State Street Experience May 2012 - August 2012
Job Commodity Merchandiser at Lansing Trade Group, LLC
Industry Logistics and Supply Chain
Experience
Lansing Trade Group, LLC January 2015 - Present
Lansing Trade Group, LLC May 2014 - January 2015
Lansing Trade Group, LLC June 2013 - May 2014
State Street May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Complete Nutrition May 2010 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, SharePoint, PAM for Securities, Teamwork, Leadership, Time Management, Sales, Project Planning, Analysis, Financial Analysis, Finance, Public Speaking
Education
Benedictine College 2009 — 2013
Bachelor of Arts (B.A.), Finance
Lansing Trade Group, LLC January 2015 - Present
Lansing Trade Group, LLC May 2014 - January 2015
Lansing Trade Group, LLC June 2013 - May 2014
State Street May 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Complete Nutrition May 2010 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, SharePoint, PAM for Securities, Teamwork, Leadership, Time Management, Sales, Project Planning, Analysis, Financial Analysis, Finance, Public Speaking
Education
Benedictine College 2009 — 2013
Bachelor of Arts (B.A.), Finance
Phillippe Law Phillippe Law's State Street Experience March 2015 - September 2015
Job Business Systems Analyst at Beacon Health Options
Industry Mental Health Care
Experience
Beacon Health Options September 2015 - Present
State Street March 2015 - September 2015
State Street October 2013 - March 2015
State Street April 2012 - October 2013
State Street May 2011 - April 2012
State Street Corporation March 2010 - May 2011
State Street June 2008 - March 2010
Sovereign Bank May 2005 - May 2008
Skills
Bloomberg, Accounting, Business Analysis, Fund Accounting, Financial Modeling, Cantonese, Mutual Funds, Financial Analysis, Valuation, Financial Reporting, Mandarin, Tax Treaties, Process Improvement, Account Management, Bloomberg Terminal, Fixed Income, Equities, Securities, Derivatives, Banking, Corporate Actions, Investments, Microsoft Office, Business Writing, Project Analysis, Microsoft Visio, Mutual Fund Taxation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MBA, Finance
Bentley University 2004 — 2008
Bachelor's Degree, Finance
The University of Hong Kong 2006 — 2006
Finance
Beacon Health Options September 2015 - Present
State Street March 2015 - September 2015
State Street October 2013 - March 2015
State Street April 2012 - October 2013
State Street May 2011 - April 2012
State Street Corporation March 2010 - May 2011
State Street June 2008 - March 2010
Sovereign Bank May 2005 - May 2008
Skills
Bloomberg, Accounting, Business Analysis, Fund Accounting, Financial Modeling, Cantonese, Mutual Funds, Financial Analysis, Valuation, Financial Reporting, Mandarin, Tax Treaties, Process Improvement, Account Management, Bloomberg Terminal, Fixed Income, Equities, Securities, Derivatives, Banking, Corporate Actions, Investments, Microsoft Office, Business Writing, Project Analysis, Microsoft Visio, Mutual Fund Taxation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MBA, Finance
Bentley University 2004 — 2008
Bachelor's Degree, Finance
The University of Hong Kong 2006 — 2006
Finance
Christine Roche's State Street Experience June 2012 - August 2012
Job Accounting Professional
Industry Accounting
Experience
Parterre Flooring Systems September 2013 - Present
State Street June 2012 - August 2012
Bentley University September 2009 - May 2012
Skills
Access, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Information Systems Audit & Control
Parterre Flooring Systems September 2013 - Present
State Street June 2012 - August 2012
Bentley University September 2009 - May 2012
Skills
Access, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Information Systems Audit & Control
Gabrielle (Petraglia) Brennan Gabrielle (Petraglia) Brennan's State Street Experience April 2014 - Present
Job Officer, Event Specialist at State Street
Industry Marketing and Advertising
Experience
State Street April 2014 - Present
State Street Corporation January 2013 - April 2014
State Street Corporation August 2011 - January 2013
Time Out Boston September 2010 - June 2011
TeaParty Boston April 2009 - August 2010
Skills
Project Coordination, Event Management, Public Relations, Social Media Marketing, Social Media Development, Marketing Strategy, Brand Strategy, Marketing Communications, Social Media, Engaging Public Speaker, Marketing, Brand Architecture, Project Management, Corporate Communications, Event Planning, Media Relations, Strategy, Editing, Entrepreneurship, Management, Entertainment, Photography, Social Networking
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
M.S., Technological Entrepreneurship
Northeastern University 2006 — 2009
B.S., Music Industry
Belmont University 2003 — 2005
B.A., Music Business
Governor's Academy 1999 — 2003
High School
State Street April 2014 - Present
State Street Corporation January 2013 - April 2014
State Street Corporation August 2011 - January 2013
Time Out Boston September 2010 - June 2011
TeaParty Boston April 2009 - August 2010
Skills
Project Coordination, Event Management, Public Relations, Social Media Marketing, Social Media Development, Marketing Strategy, Brand Strategy, Marketing Communications, Social Media, Engaging Public Speaker, Marketing, Brand Architecture, Project Management, Corporate Communications, Event Planning, Media Relations, Strategy, Editing, Entrepreneurship, Management, Entertainment, Photography, Social Networking
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
M.S., Technological Entrepreneurship
Northeastern University 2006 — 2009
B.S., Music Industry
Belmont University 2003 — 2005
B.A., Music Business
Governor's Academy 1999 — 2003
High School
Jim Ambrose's State Street Experience 1999 - 2002
Job Associate Director, Global Commercial Procurement at Shire
Industry Pharmaceuticals
Experience
Shire May 2015 - Present
Cubist Pharmaceuticals, a wholly owned subsidiary of Merck and Co. Inc. April 2013 - May 2015
TopSource, LLC. 2012 - April 2013
TopSource LLC 2006 - 2012
Braintree Sourcing - Ahold USA 2004 - 2006
Ekaru February 2003 - December 2003
State Street 1999 - 2002
Skills
Strategic Sourcing, Online Auctions, Ariba, E-procurement, Contract Management, Indirect Spend, eSourcing, Private Label, Purchasing, Supplier Management, Auctions, Emptoris, Sourcing & Procurement, eSourcing Implementation, Implementation, RFP, Cross-functional Team..., Project Management, Supply Management, Sourcing, Supply Chain Management, Procurement, Logistics, Strategy, Global Sourcing, Management, Supply Chain, Negotiation, Vendor Management, Supplier Development, Spend Analysis, Pricing, Supplier Negotiation, Retail, Contract Negotiation, Supply Chain..., Inventory Management, Outsourcing, Process Improvement, Forecasting, Six Sigma, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Computer Information Systems
Bentley University
BS, Marketing
Shire May 2015 - Present
Cubist Pharmaceuticals, a wholly owned subsidiary of Merck and Co. Inc. April 2013 - May 2015
TopSource, LLC. 2012 - April 2013
TopSource LLC 2006 - 2012
Braintree Sourcing - Ahold USA 2004 - 2006
Ekaru February 2003 - December 2003
State Street 1999 - 2002
Skills
Strategic Sourcing, Online Auctions, Ariba, E-procurement, Contract Management, Indirect Spend, eSourcing, Private Label, Purchasing, Supplier Management, Auctions, Emptoris, Sourcing & Procurement, eSourcing Implementation, Implementation, RFP, Cross-functional Team..., Project Management, Supply Management, Sourcing, Supply Chain Management, Procurement, Logistics, Strategy, Global Sourcing, Management, Supply Chain, Negotiation, Vendor Management, Supplier Development, Spend Analysis, Pricing, Supplier Negotiation, Retail, Contract Negotiation, Supply Chain..., Inventory Management, Outsourcing, Process Improvement, Forecasting, Six Sigma, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Computer Information Systems
Bentley University
BS, Marketing
Jhonnari Jimenez Jhonnari Jimenez's State Street Experience June 2008 - August 2008
Job Accountant at MFA Financial
Industry Accounting
Experience
MFA Financial June 2014 - Present
EY October 2013 - June 2014
PwC August 2012 - October 2013
Ercolini & Company LLP January 2012 - April 2012
Shire Pharmaceuticals May 2011 - November 2011
Bentley University September 2009 - July 2011
PricewaterhouseCoopers June 2010 - August 2010
State Street June 2008 - August 2008
Skills
Financial Analysis, Auditing, Accounting, Leadership, Management, Project Planning, Program Management, Analysis, PowerPoint, Research, Microsoft Office, Access, Budgets, Cross-functional Team..., Microsoft Excel, Financial Accounting, Outlook, Microsoft Word, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Masters, Accountancy
Bentley University 2008 — 2011
Bachelors of Science, Corporate Finance and Accounting
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Bryn Mawr College 2007 — 2008
Bachelors of Arts, Economics
MFA Financial June 2014 - Present
EY October 2013 - June 2014
PwC August 2012 - October 2013
Ercolini & Company LLP January 2012 - April 2012
Shire Pharmaceuticals May 2011 - November 2011
Bentley University September 2009 - July 2011
PricewaterhouseCoopers June 2010 - August 2010
State Street June 2008 - August 2008
Skills
Financial Analysis, Auditing, Accounting, Leadership, Management, Project Planning, Program Management, Analysis, PowerPoint, Research, Microsoft Office, Access, Budgets, Cross-functional Team..., Microsoft Excel, Financial Accounting, Outlook, Microsoft Word, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Masters, Accountancy
Bentley University 2008 — 2011
Bachelors of Science, Corporate Finance and Accounting
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Bryn Mawr College 2007 — 2008
Bachelors of Arts, Economics
Diana Mac, CPA's State Street Experience June 2007 - August 2007
Job Manager at KPMG
Industry Accounting
Experience
KPMG July 2015 - Present
KPMG July 2012 - June 2015
KPMG October 2010 - June 2012
General Services Administration May 2009 - October 2010
KPMG January 2009 - March 2009
Baystate Financial Services 2006 - 2009
State Street June 2007 - August 2007
State Street June 2006 - August 2006
Skills
Financial Reporting, Tax, Accounting, Auditing, Strategic Financial..., US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, CPA, Internal Audit, External Audit, Tax Accounting, SEC filings, Corporate Tax, Internal Controls, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
KPMG July 2015 - Present
KPMG July 2012 - June 2015
KPMG October 2010 - June 2012
General Services Administration May 2009 - October 2010
KPMG January 2009 - March 2009
Baystate Financial Services 2006 - 2009
State Street June 2007 - August 2007
State Street June 2006 - August 2006
Skills
Financial Reporting, Tax, Accounting, Auditing, Strategic Financial..., US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, CPA, Internal Audit, External Audit, Tax Accounting, SEC filings, Corporate Tax, Internal Controls, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
Alan Andrade's State Street Experience June 2015 - Present
Job IFS Tax Administrator at State Street
Industry Accounting
Experience
State Street June 2015 - Present
Project Concern September 2014 - Present
Benedictine College August 2012 - May 2014
Education
Benedictine College 2011 — 2015
Bachelor's degree, Accounting, Political Science
State Street June 2015 - Present
Project Concern September 2014 - Present
Benedictine College August 2012 - May 2014
Education
Benedictine College 2011 — 2015
Bachelor's degree, Accounting, Political Science
Ismail Ekmekci's State Street Experience December 2008 - Present
Job Managing Director at State Street
Industry Banking
Experience
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
Nick Yebba's State Street Experience 2002 - 2003
Job Principal Software Engineer
Industry Computer Software
Experience
DigitasLBi September 2013 - Present
MFS Investment Management August 2011 - September 2013
PTC August 2005 - August 2011
Biogen-Idec June 2004 - August 2005
State Street 2002 - 2003
Harte-Hanks June 2000 - January 2002
Skills
AngularJS, Oracle, Core Java, JSP, Java, PL/SQL, Databases, Web Services, Unix, Requirements Analysis, JavaScriptMVC, HTML 5, Struts, Data Warehousing, Big Data, Perl, OBIEE, Hyperion Enterprise, JavaScript, Database Design, SQL, XML, J2EE Application..., WebSphere Application..., Financial Systems, CRM, Salesforce.com, Change Management, JSON, REST, Hadoop, Maven
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management concentration.
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Information Technology
University of Massachusetts Dartmouth 1996 — 2000
Bachelor's Degree, Management Information Systems and Services
DigitasLBi September 2013 - Present
MFS Investment Management August 2011 - September 2013
PTC August 2005 - August 2011
Biogen-Idec June 2004 - August 2005
State Street 2002 - 2003
Harte-Hanks June 2000 - January 2002
Skills
AngularJS, Oracle, Core Java, JSP, Java, PL/SQL, Databases, Web Services, Unix, Requirements Analysis, JavaScriptMVC, HTML 5, Struts, Data Warehousing, Big Data, Perl, OBIEE, Hyperion Enterprise, JavaScript, Database Design, SQL, XML, J2EE Application..., WebSphere Application..., Financial Systems, CRM, Salesforce.com, Change Management, JSON, REST, Hadoop, Maven
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management concentration.
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Information Technology
University of Massachusetts Dartmouth 1996 — 2000
Bachelor's Degree, Management Information Systems and Services
Dennis J. Callahan's State Street Experience July 2007 - Present
Job Financial Services Executive
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 1996 - 2007
Blue Cross and Blue Shield 1990 - 1996
Data General Corporation 1985 - 1990
Data General Corporaton 1980 - 1984
Skills
Program Management, Middle Office, Strategic Planning, Global Custody, Fund Accounting, Securities Lending, Corporate Actions, Mutual Funds, Fixed Income, Securities, Settlement, Equities, Investments, Financial Services, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1984
M.B.A.
Franklin Pierce University 1976 — 1980
B.S.
Bromfield
State Street July 2007 - Present
Investors Bank & Trust 1996 - 2007
Blue Cross and Blue Shield 1990 - 1996
Data General Corporation 1985 - 1990
Data General Corporaton 1980 - 1984
Skills
Program Management, Middle Office, Strategic Planning, Global Custody, Fund Accounting, Securities Lending, Corporate Actions, Mutual Funds, Fixed Income, Securities, Settlement, Equities, Investments, Financial Services, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1984
M.B.A.
Franklin Pierce University 1976 — 1980
B.S.
Bromfield
Binny Joseph's State Street Experience January 2014 - Present
Job Director, IT Risk and Compliance
Industry Financial Services
Experience
State Street January 2014 - Present
State Street 2002 - December 2013
State Street 2002 - 2009
PriceWaterhouseCoopers 1998 - 2003
Skills
SAS70, Sarbanes-Oxley Act, IT Audit, CISA, Internal Audit, Vendor Management, Risk Management, COSO, Risk Assessment, Information Security, Business Analysis, Enterprise Risk..., Governance, Business Continuity, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
Bentley University 1990 — 1994
BS, Accountancy (Major) CIS (Minor)
State Street January 2014 - Present
State Street 2002 - December 2013
State Street 2002 - 2009
PriceWaterhouseCoopers 1998 - 2003
Skills
SAS70, Sarbanes-Oxley Act, IT Audit, CISA, Internal Audit, Vendor Management, Risk Management, COSO, Risk Assessment, Information Security, Business Analysis, Enterprise Risk..., Governance, Business Continuity, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
Bentley University 1990 — 1994
BS, Accountancy (Major) CIS (Minor)
Andrew Mill's State Street Experience October 2002 - October 2013
Job Principal Senior IT Risk and Control Audit Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors October 2013 - Present
State Street October 2002 - October 2013
Skills
IT Audit, Sarbanes-Oxley Act, Information Security..., Internal Audit, Information Security, Disaster Recovery, Risk Management, Business Continuity, Governance, Enterprise Risk..., SAS70, ISO 27001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
State Street Global Advisors October 2013 - Present
State Street October 2002 - October 2013
Skills
IT Audit, Sarbanes-Oxley Act, Information Security..., Internal Audit, Information Security, Disaster Recovery, Risk Management, Business Continuity, Governance, Enterprise Risk..., SAS70, ISO 27001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Boris Gitlin's State Street Experience January 1999 - August 2000
Job Director, Systems & Business Analysis at Institutional Wealth Services & Fidelity Family Office Services Technology
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments 2005 - Present
Fidelity Family Office Services May 2006 - July 2012
DST International August 2000 - June 2006
State Street January 1999 - August 2000
Skills
SDLC, Business Analysis, Integration, Agile Methodologies, Analysis, Strategy, Portfolio Management, Testing, Databases, Fixed Income, Equities, Systems Analysis, Management, Financial Services, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA in Finance, Finance, Accounting
Brandeis University 1993 — 1997
BS in Chemistry, Organic Chemistry, Inorganic Chemistry, Synthetics & Pharmacy, Economics, Finance
Fidelity Investments July 2012 - Present
Fidelity Investments 2005 - Present
Fidelity Family Office Services May 2006 - July 2012
DST International August 2000 - June 2006
State Street January 1999 - August 2000
Skills
SDLC, Business Analysis, Integration, Agile Methodologies, Analysis, Strategy, Portfolio Management, Testing, Databases, Fixed Income, Equities, Systems Analysis, Management, Financial Services, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA in Finance, Finance, Accounting
Brandeis University 1993 — 1997
BS in Chemistry, Organic Chemistry, Inorganic Chemistry, Synthetics & Pharmacy, Economics, Finance
Mark Auriemma's State Street Experience August 1994 - Present
Job Vice President at State Street Global Markets, LLC
Industry Financial Services
Experience
State Street August 1994 - Present
Skills
Fixed Income, Bloomberg, Securitization, Derivatives, Mutual Funds, Bonds, Capital Markets, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Relationship Management, Stable Value, Defined Contribution
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
Master of Science in Finance
UMass Lowell 1990 — 1994
Bachelor of Science, Accounting
State Street August 1994 - Present
Skills
Fixed Income, Bloomberg, Securitization, Derivatives, Mutual Funds, Bonds, Capital Markets, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Relationship Management, Stable Value, Defined Contribution
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
Master of Science in Finance
UMass Lowell 1990 — 1994
Bachelor of Science, Accounting
Ned Coffee's State Street Experience February 2011 - Present
Job Financial Analyst at StateStreet Corporation
Industry Financial Services
Experience
State Street February 2011 - Present
State Street Bank October 2007 - February 2011
New Century Mortgage Corp 2003 - 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Economics & Financial Markets
Central Connecticut State University 2000 — 2002
BS, Finance
State Street February 2011 - Present
State Street Bank October 2007 - February 2011
New Century Mortgage Corp 2003 - 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Economics & Financial Markets
Central Connecticut State University 2000 — 2002
BS, Finance
Prasenjit Adak's State Street Experience June 1996 - April 2005
Job Sr. IT Specialist at FDIC
Industry Financial Services
Experience
FDIC October 2010 - Present
TIAA-CREF May 2005 - September 2010
State Street June 1996 - April 2005
First Data Corporation August 1995 - May 1996
Wipro Systems August 1994 - July 1995
Telco July 1992 - July 1994
Education
Northeastern University 1998 — 2001
MS, Computer Science
Bengal Engineering and Science University, Shibpur 1988 — 1992
BE, Computer Science & Technology
FDIC October 2010 - Present
TIAA-CREF May 2005 - September 2010
State Street June 1996 - April 2005
First Data Corporation August 1995 - May 1996
Wipro Systems August 1994 - July 1995
Telco July 1992 - July 1994
Education
Northeastern University 1998 — 2001
MS, Computer Science
Bengal Engineering and Science University, Shibpur 1988 — 1992
BE, Computer Science & Technology
Kerry Blanchard's State Street Experience August 2015 - Present
Job Vice President at State Street Bank & Trust Co.
Industry Financial Services
Experience
State Street August 2015 - Present
State Street Bank August 2010 - August 2015
State Street Bank August 2009 - October 2010
State Street Bank July 2007 - August 2009
State Street Bank June 2003 - July 2007
State Street Bank March 1996 - March 2003
Skills
Risk Management, Vendor Management, Business Analysis, Strategic Sourcing, Outsourcing, Management, Financial Analysis, Back Office, Asset Managment, Fund Accounting, Procurement, Financial Services, Business Process..., Budgets, Financial Risk, Auditing, Forecasting, Contract Negotiation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, International Business
Fitchburg State College 1987 — 1991
BS, Accounting
State Street August 2015 - Present
State Street Bank August 2010 - August 2015
State Street Bank August 2009 - October 2010
State Street Bank July 2007 - August 2009
State Street Bank June 2003 - July 2007
State Street Bank March 1996 - March 2003
Skills
Risk Management, Vendor Management, Business Analysis, Strategic Sourcing, Outsourcing, Management, Financial Analysis, Back Office, Asset Managment, Fund Accounting, Procurement, Financial Services, Business Process..., Budgets, Financial Risk, Auditing, Forecasting, Contract Negotiation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, International Business
Fitchburg State College 1987 — 1991
BS, Accounting
Chad Henningsen's State Street Experience February 2009 - February 2010
Job Credit Manager at Koch Ag & Energy Solutions
Industry Financial Services
Experience
Koch Ag & Energy Solutions, LLC October 2014 - Present
State Street February 2009 - February 2010
Innovative Solutions Group April 2008 - January 2009
Morgan Stanley June 2007 - November 2007
Target Corporation June 2004 - October 2005
Education
University of Missouri-Kansas City 2006 — 2008
Masters of Business Administration, Finance
Benedictine College 2000 — 2004
Bachelor of Arts, Finance & Entrepreneurship
Koch Ag & Energy Solutions, LLC October 2014 - Present
State Street February 2009 - February 2010
Innovative Solutions Group April 2008 - January 2009
Morgan Stanley June 2007 - November 2007
Target Corporation June 2004 - October 2005
Education
University of Missouri-Kansas City 2006 — 2008
Masters of Business Administration, Finance
Benedictine College 2000 — 2004
Bachelor of Arts, Finance & Entrepreneurship
Susan Cernick's State Street Experience February 2011 - Present
Job IT Project Manager at State Street
Industry Financial Services
Experience
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
Glenn Happ's State Street Experience Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Job Vice President, Corporate Compliance
Industry Financial Services
Experience
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
Andrew Barry's State Street Experience October 1996 - May 2001
Job Marketing Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
PFPC Inc. June 2001 - July 2006
State Street October 1996 - May 2001
Skills
Mutual Funds, Strategic Planning, Marketing, Business Development, Financial Services, Hedge Funds, Insurance, Business Analysis, Editing, Investments, Management, RFP, Leadership, Asset Management, Securities, Equities, Fixed Income, Portfolio Management
Education
Becker College 2007 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.85
Immaculate high School.
Immaculate high School.
Salve Regina University
BNY Mellon December 2006 - Present
PFPC Inc. June 2001 - July 2006
State Street October 1996 - May 2001
Skills
Mutual Funds, Strategic Planning, Marketing, Business Development, Financial Services, Hedge Funds, Insurance, Business Analysis, Editing, Investments, Management, RFP, Leadership, Asset Management, Securities, Equities, Fixed Income, Portfolio Management
Education
Becker College 2007 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.85
Immaculate high School.
Immaculate high School.
Salve Regina University
Ryan Morrison, CFA's State Street Experience August 2015 - Present
Job SVP Commercial Risk at Citizens Bank
Industry Banking
Experience
State Street August 2015 - Present
Citizens Bank August 2009 - August 2015
Citizens Financial Group November 2007 - August 2009
Citizens Financial Group December 2005 - November 2007
Citizens Financial Group December 2000 - December 2005
Skills
Financial Risk, Auditing, Internal Audit, Banking, Risk Management, Portfolio Management, Loans, Financial Services, Investments, Credit Analysis, Capital Markets, Commercial Banking, Finance, Management
Education
University of Massachusetts Boston 2013 — 2014
Emerging Leaders Program, Center for Collaborative Leadership
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science (MS), Finance, General
Kent State University 2001 — 2005
BBA, Management degree with a focus in Accounting
State Street August 2015 - Present
Citizens Bank August 2009 - August 2015
Citizens Financial Group November 2007 - August 2009
Citizens Financial Group December 2005 - November 2007
Citizens Financial Group December 2000 - December 2005
Skills
Financial Risk, Auditing, Internal Audit, Banking, Risk Management, Portfolio Management, Loans, Financial Services, Investments, Credit Analysis, Capital Markets, Commercial Banking, Finance, Management
Education
University of Massachusetts Boston 2013 — 2014
Emerging Leaders Program, Center for Collaborative Leadership
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science (MS), Finance, General
Kent State University 2001 — 2005
BBA, Management degree with a focus in Accounting
Laurie Trickett's State Street Experience October 2014 - Present
Job Specialized Business / Data Analyst at State Street
Industry Financial Services
Experience
TEKsystems October 2014 - Present
State Street October 2014 - Present
Citizens Bank September 2012 - September 2014
ruota consulting limited September 2012 - September 2014
LT Professional Services Inc July 2012 - September 2014
ADS Financial Services Solutions 2010 - June 2012
Citizens Bank July 2011 - May 2012
TD Bank USA May 2010 - July 2011
Sovereign Bank November 2005 - June 2009
Flavin and Flavin Real Estate 2003 - 2005
Skills
Business Process..., Financial Services, Business Analysis, Banking, Vendor Management, Process Improvement, SDLC, Relationship Management, Project Management, Change Management, Program Management, Visio, Training, Management, Integration, Mergers & Acquisitions, Business Process..., Analysis, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Business Communications
University of Massachusetts Lowell 1986 — 1991
BS, Business Administration, Finance
TEKsystems October 2014 - Present
State Street October 2014 - Present
Citizens Bank September 2012 - September 2014
ruota consulting limited September 2012 - September 2014
LT Professional Services Inc July 2012 - September 2014
ADS Financial Services Solutions 2010 - June 2012
Citizens Bank July 2011 - May 2012
TD Bank USA May 2010 - July 2011
Sovereign Bank November 2005 - June 2009
Flavin and Flavin Real Estate 2003 - 2005
Skills
Business Process..., Financial Services, Business Analysis, Banking, Vendor Management, Process Improvement, SDLC, Relationship Management, Project Management, Change Management, Program Management, Visio, Training, Management, Integration, Mergers & Acquisitions, Business Process..., Analysis, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Business Communications
University of Massachusetts Lowell 1986 — 1991
BS, Business Administration, Finance
Carolyn O'Riordan's State Street Experience April 1996 - January 2000
Job Employee and Executive Communications
Industry Writing and Editing
Experience
PAREXEL April 2013 - Present
Aptel Research April 2012 - April 2013
State Street Bank December 2000 - March 2004
State Street Bank February 2000 - December 2000
State Street April 1996 - January 2000
State Street April 1995 - April 1996
Marcam 1986 - 1993
Skills
Project Management, Corporate Communications, Management, Public Speaking, Training, Market Research, Process Improvement, Business Analysis, Leadership, Program Management, Software Documentation, Internal Communications, Employee Engagement, Presentations, Writing, Strategic Planning, Manufacturing, Financial Services, Information Technology, Pharmacueticals
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Business Communications
Wellesley College
BA, Economics
Williams College
PAREXEL April 2013 - Present
Aptel Research April 2012 - April 2013
State Street Bank December 2000 - March 2004
State Street Bank February 2000 - December 2000
State Street April 1996 - January 2000
State Street April 1995 - April 1996
Marcam 1986 - 1993
Skills
Project Management, Corporate Communications, Management, Public Speaking, Training, Market Research, Process Improvement, Business Analysis, Leadership, Program Management, Software Documentation, Internal Communications, Employee Engagement, Presentations, Writing, Strategic Planning, Manufacturing, Financial Services, Information Technology, Pharmacueticals
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Business Communications
Wellesley College
BA, Economics
Williams College
Michelle Galicia's State Street Experience November 1993 - August 1997
Job Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Meketa Group June 2008 - December 2011
John Hancock May 2005 - June 2008
Wingate Financial Group May 2002 - April 2003
Massachusetts Pension Reserves Investment Management April 2000 - February 2002
KPMG February 1999 - March 2000
State Street November 1993 - August 1997
Skills
Asset Allocation, Compliance, Portfolio Assessment, Performance Attribution, Project Management, Financial Services, Relationship Management, Financial Analysis, Strategic Financial..., Investment Strategies, Mutual Funds, Investment Management, Institutional..., Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Business Economics
Northeastern University 1990 — 1993
B.S, Business
Wellington Management April 2015 - Present
Meketa Group June 2008 - December 2011
John Hancock May 2005 - June 2008
Wingate Financial Group May 2002 - April 2003
Massachusetts Pension Reserves Investment Management April 2000 - February 2002
KPMG February 1999 - March 2000
State Street November 1993 - August 1997
Skills
Asset Allocation, Compliance, Portfolio Assessment, Performance Attribution, Project Management, Financial Services, Relationship Management, Financial Analysis, Strategic Financial..., Investment Strategies, Mutual Funds, Investment Management, Institutional..., Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Business Economics
Northeastern University 1990 — 1993
B.S, Business
Alan Middleton's State Street Experience June 1999 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 1999 - Present
Future Manufacturing, Inc. April 1996 - June 1999
Skills
Middle Office, Financial Services, Fund Accounting, Product Management, Fund Administration, Project Management, Asset Management, Operational Risk..., New Business Development, Process Improvement, Global Custody, Data Management, Technology Solutions, Front to Back Office, Consulting, Data Warehousing, Data Modeling, Big Data, Data Integration, Data Curation, Data Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2004
MBA, Global Financial Analysis
University of Connecticut 1991 — 1995
BS, Accounting
State Street June 1999 - Present
Future Manufacturing, Inc. April 1996 - June 1999
Skills
Middle Office, Financial Services, Fund Accounting, Product Management, Fund Administration, Project Management, Asset Management, Operational Risk..., New Business Development, Process Improvement, Global Custody, Data Management, Technology Solutions, Front to Back Office, Consulting, Data Warehousing, Data Modeling, Big Data, Data Integration, Data Curation, Data Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2004
MBA, Global Financial Analysis
University of Connecticut 1991 — 1995
BS, Accounting
Michael Piantanida's State Street Experience November 2000 - August 2003
Job Director of IT Implementation at Massachusetts Health Connector
Industry Hospital & Health Care
Experience
Massachusetts Health Connector July 2015 - Present
Massachusetts General Hospital April 2012 - July 2015
Tuition Management Systems (Formerly Key Education Resources) March 2005 - January 2012
Key Education Resources, a division of KeyBank October 2003 - March 2005
State Street November 2000 - August 2003
State Street July 1998 - November 2000
State Street July 1996 - July 1998
Skills
Business Analysis, Requirements Gathering, Project Management, Analysis, User Acceptance Testing, Process Improvement, Agile Methodologies, Data Analysis, SDLC, Integration, Quality Assurance, Team Leadership, Visio, Leadership, Team Building, Project Planning, Change Management, MS Project, Requirements Analysis, Revenue Cycle, Cross-functional Team..., Scrum, Healthcare Information..., Process Mapping, Skilled Communicator, Business Relationship..., Leading Cross..., Project Implementation, Conversions, Quality Management, Project Execution, Microsoft Office, Agile, Staff Management, Team Management, Project Delivery, Problem Solving, Excel, Quality, RIS, HL7, Management, Risk Management, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
M.B.A. with Distinction, Business Economics
Boston College 1992 — 1996
Bachelor of Science, Finance, Mathematics
Boston University, Corporate Education Center 2000 — 2002
Certificate, Project Management
Massachusetts Health Connector July 2015 - Present
Massachusetts General Hospital April 2012 - July 2015
Tuition Management Systems (Formerly Key Education Resources) March 2005 - January 2012
Key Education Resources, a division of KeyBank October 2003 - March 2005
State Street November 2000 - August 2003
State Street July 1998 - November 2000
State Street July 1996 - July 1998
Skills
Business Analysis, Requirements Gathering, Project Management, Analysis, User Acceptance Testing, Process Improvement, Agile Methodologies, Data Analysis, SDLC, Integration, Quality Assurance, Team Leadership, Visio, Leadership, Team Building, Project Planning, Change Management, MS Project, Requirements Analysis, Revenue Cycle, Cross-functional Team..., Scrum, Healthcare Information..., Process Mapping, Skilled Communicator, Business Relationship..., Leading Cross..., Project Implementation, Conversions, Quality Management, Project Execution, Microsoft Office, Agile, Staff Management, Team Management, Project Delivery, Problem Solving, Excel, Quality, RIS, HL7, Management, Risk Management, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
M.B.A. with Distinction, Business Economics
Boston College 1992 — 1996
Bachelor of Science, Finance, Mathematics
Boston University, Corporate Education Center 2000 — 2002
Certificate, Project Management
Russell Fuller's State Street Experience August 2009 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street August 2009 - Present
Smiths Medical June 2008 - June 2009
Iron Mountain April 2007 - June 2008
Vertex Pharmaceuticals April 2004 - March 2007
Gillette September 2003 - April 2004
Gillette June 2000 - August 2003
Gillette December 1999 - June 2000
Gillette December 1997 - December 1999
Skills
Forecasting, Budgeting, Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Business Analysis, Financial Modeling, Process Improvement, Financial Planning, Excel, PowerPoint, Internal Controls, Financial Management, Oracle Financials, Financial Control, Analysis, SAP, Hyperion, General Ledger, Variance Analysis, Microsoft Office, Lotus Notes, Essbase, Problem Solving, Strategic Financial..., Budgets, Managerial Finance, Hyperion Enterprise
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2010
MBA
Northeastern University 1996 — 2000
B.S.
Wentworth Institute of Technology 1996 — 1996
State Street August 2009 - Present
Smiths Medical June 2008 - June 2009
Iron Mountain April 2007 - June 2008
Vertex Pharmaceuticals April 2004 - March 2007
Gillette September 2003 - April 2004
Gillette June 2000 - August 2003
Gillette December 1999 - June 2000
Gillette December 1997 - December 1999
Skills
Forecasting, Budgeting, Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Business Analysis, Financial Modeling, Process Improvement, Financial Planning, Excel, PowerPoint, Internal Controls, Financial Management, Oracle Financials, Financial Control, Analysis, SAP, Hyperion, General Ledger, Variance Analysis, Microsoft Office, Lotus Notes, Essbase, Problem Solving, Strategic Financial..., Budgets, Managerial Finance, Hyperion Enterprise
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2010
MBA
Northeastern University 1996 — 2000
B.S.
Wentworth Institute of Technology 1996 — 1996
Amy Spinelli, PMP's State Street Experience 2005 - 2007
Job Project Manager, IT Service Management and Process Improvement Specialist
Industry Information Technology and Services
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance October 2012 - May 2015
Liberty Mutual July 2007 - October 2012
Bay State Skating School November 2007 - November 2008
State Street 2005 - 2007
Raytheon 2005 - 2005
Raytheon 2003 - 2005
Raytheon 2002 - 2003
Bentley University 2002 - 2003
Raytheon 2001 - 2002
Skills
IT Service Management, Process Improvement, Project Management, Change Management, ITIL, Visio, Troubleshooting, MS Project, SharePoint, PMO, Problem Management, Incident Management, Web Design, Photography, Databases, SDLC, Vendor Management, Software Documentation, Microsoft Project, Earned Value Management, Six Sigma, Figure Skating, Systems Analysis, Customer Service, Rational Suite, Photoshop, Mentoring, Management, Business Analysis, Leadership, Analysis, Handmade Jewelry, Information Technology, Microsoft Office, Business Process..., Access, Training
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSIT, Information Technology, Project Management, Business
Bentley University 2000 — 2003
BSCIS, Computer Information Systems, Business
Royal Melbourne Institute of Technology (RMIT University) 2001 — 2001
Study Abroad, Information Technology, Project Management, Business
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance October 2012 - May 2015
Liberty Mutual July 2007 - October 2012
Bay State Skating School November 2007 - November 2008
State Street 2005 - 2007
Raytheon 2005 - 2005
Raytheon 2003 - 2005
Raytheon 2002 - 2003
Bentley University 2002 - 2003
Raytheon 2001 - 2002
Skills
IT Service Management, Process Improvement, Project Management, Change Management, ITIL, Visio, Troubleshooting, MS Project, SharePoint, PMO, Problem Management, Incident Management, Web Design, Photography, Databases, SDLC, Vendor Management, Software Documentation, Microsoft Project, Earned Value Management, Six Sigma, Figure Skating, Systems Analysis, Customer Service, Rational Suite, Photoshop, Mentoring, Management, Business Analysis, Leadership, Analysis, Handmade Jewelry, Information Technology, Microsoft Office, Business Process..., Access, Training
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSIT, Information Technology, Project Management, Business
Bentley University 2000 — 2003
BSCIS, Computer Information Systems, Business
Royal Melbourne Institute of Technology (RMIT University) 2001 — 2001
Study Abroad, Information Technology, Project Management, Business
Eva Connors's State Street Experience August 2015 - Present
Job Senior Sales and Client Manager at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street September 2013 - Present
State Street August 2007 - Present
State Street November 2005 - August 2007
Skills
Bloomberg, Fixed Income, FX Options, Equities, Electronic Trading, FX Operations, CRD, Project Management, FX trading, Asset Allocation, Financial Markets, Trading Systems, CRM, Relationship Management, Hedge Funds, Securities, Derivatives, Financial Services, Foreign Exchange, Series 7, Mutual Funds, Capital Markets, Trading, Alternative Investments, Options, FX Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Management of Operations and Technology
Bentley College 2000 — 2004
Bachelor of Arts (B.A.), International Business
State Street August 2015 - Present
State Street September 2013 - Present
State Street August 2007 - Present
State Street November 2005 - August 2007
Skills
Bloomberg, Fixed Income, FX Options, Equities, Electronic Trading, FX Operations, CRD, Project Management, FX trading, Asset Allocation, Financial Markets, Trading Systems, CRM, Relationship Management, Hedge Funds, Securities, Derivatives, Financial Services, Foreign Exchange, Series 7, Mutual Funds, Capital Markets, Trading, Alternative Investments, Options, FX Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Management of Operations and Technology
Bentley College 2000 — 2004
Bachelor of Arts (B.A.), International Business
Kaushik Pattamadai's State Street Experience May 2007 - January 2008
Job Technology Consultant
Industry Information Technology and Services
Experience
Morningstar July 2011 - Present
Deloitte September 2008 - July 2011
Suncor Energy 2010 - 2010
State Street May 2007 - January 2008
Kanbay September 2004 - July 2006
Kanbay Software (I) Pvt Ltd 2004 - 2006
Disha Technologies April 2004 - August 2004
Ekartha 2004 - 2004
ITb India Pvt Ltd 2003 - 2004
Skills
Business Intelligence, Visio, Business Analysis, Quality Assurance, Quality Center, Testing, Requirements Gathering, Test Automation, SQL, SAP, Business Process..., Test Management, HP QTP, SDLC, HP Quality Center, Requirements Analysis, Agile Methodologies, Business Objects, Test Strategy, Management, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Management
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Opertaions & Technology
University of Pune 1998 — 2002
Engineering
Morningstar July 2011 - Present
Deloitte September 2008 - July 2011
Suncor Energy 2010 - 2010
State Street May 2007 - January 2008
Kanbay September 2004 - July 2006
Kanbay Software (I) Pvt Ltd 2004 - 2006
Disha Technologies April 2004 - August 2004
Ekartha 2004 - 2004
ITb India Pvt Ltd 2003 - 2004
Skills
Business Intelligence, Visio, Business Analysis, Quality Assurance, Quality Center, Testing, Requirements Gathering, Test Automation, SQL, SAP, Business Process..., Test Management, HP QTP, SDLC, HP Quality Center, Requirements Analysis, Agile Methodologies, Business Objects, Test Strategy, Management, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Management
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Opertaions & Technology
University of Pune 1998 — 2002
Engineering
Vithal Dhond's State Street Experience February 2011 - June 2011
Job Business Analyst at CGI
Industry Financial Services
Experience
CGI May 2013 - Present
Fidelity Investments June 2011 - May 2013
State Street February 2011 - June 2011
Brown Brothers Harriman May 2010 - January 2011
Larsen & Toubro Finance Ltd June 2008 - September 2008
State Street Syntel Services Pvt. Ltd April 2006 - July 2007
Campbell Electronics Ltd December 2004 - December 2005
Bank of Bahrain & Kuwait April 2004 - September 2004
Skills
MS Office Suite, MS Project, Visio, SQL, Crystal Ball, Morningstar, Factset, Bloomberg, JIRA, Business Analysis, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Financial Markets, Budgets, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Business Process, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science in Finance, Finance
R. A. Podar College of Commerce & Economics 1999 — 2005
Bachelor of Commerce, Accounting and Economics
CGI May 2013 - Present
Fidelity Investments June 2011 - May 2013
State Street February 2011 - June 2011
Brown Brothers Harriman May 2010 - January 2011
Larsen & Toubro Finance Ltd June 2008 - September 2008
State Street Syntel Services Pvt. Ltd April 2006 - July 2007
Campbell Electronics Ltd December 2004 - December 2005
Bank of Bahrain & Kuwait April 2004 - September 2004
Skills
MS Office Suite, MS Project, Visio, SQL, Crystal Ball, Morningstar, Factset, Bloomberg, JIRA, Business Analysis, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Financial Markets, Budgets, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Business Process, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science in Finance, Finance
R. A. Podar College of Commerce & Economics 1999 — 2005
Bachelor of Commerce, Accounting and Economics
Sida Star Liu's State Street Experience July 2008 - June 2010
Job Experienced Associate, Global Structuring Alternative Investments at PwC
Industry Law Practice
Experience
PwC July 2014 - Present
Dacheng Law Offices May 2012 - August 2012
Boston University Office of the General Counsel January 2012 - April 2012
Massachusetts Department of Revenue: Litigation Bureau June 2011 - August 2011
State Street July 2008 - June 2010
MDLinx September 2007 - July 2008
Baltimore Child Abuse Center August 2004 - July 2006
Education
Boston University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
Boston University School of Law 2010 — 2013
Doctor of Law (J.D.), Banking Organizations and Finance Law Concentation
Tsinghua University 2006 — 2007
Mandarin Chinese
The Johns Hopkins University 2002 — 2006
B.A., Psychology
Beijing Language and Culture University 2004 — 2004
Rowland Hall St. Marks
PwC July 2014 - Present
Dacheng Law Offices May 2012 - August 2012
Boston University Office of the General Counsel January 2012 - April 2012
Massachusetts Department of Revenue: Litigation Bureau June 2011 - August 2011
State Street July 2008 - June 2010
MDLinx September 2007 - July 2008
Baltimore Child Abuse Center August 2004 - July 2006
Education
Boston University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
Boston University School of Law 2010 — 2013
Doctor of Law (J.D.), Banking Organizations and Finance Law Concentation
Tsinghua University 2006 — 2007
Mandarin Chinese
The Johns Hopkins University 2002 — 2006
B.A., Psychology
Beijing Language and Culture University 2004 — 2004
Rowland Hall St. Marks
Len Robinson's State Street Experience June 2006 - Present
Job VP Investment Analytics at State Street
Industry Financial Services
Experience
State Street June 2006 - Present
Pioneer Investments January 2004 - June 2006
State Street February 1998 - January 2004
Skills
Analytics, Financial Services, Portfolio Management, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Equities, Relationship Management, Valuation, Financial Risk, Hedge Funds, Risk Management, Securities, Alternative Investments, Banking, Derivatives, Finance, Asset Management, Investments, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Finance
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics, Graduated Cum Laude
State Street June 2006 - Present
Pioneer Investments January 2004 - June 2006
State Street February 1998 - January 2004
Skills
Analytics, Financial Services, Portfolio Management, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Equities, Relationship Management, Valuation, Financial Risk, Hedge Funds, Risk Management, Securities, Alternative Investments, Banking, Derivatives, Finance, Asset Management, Investments, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Finance
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts, Economics, Graduated Cum Laude
Scott Fatheree's State Street Experience 1998 - 2003
Job IT Systems Manager at Benefit Communication Insourcing
Industry Wholesale
Experience
Benefit Communication Insourcing April 2013 - Present
Demdaco August 2008 - April 2013
Liberty Propane 2007 - 2008
Missouri Gas Energy 2003 - 2007
State Street 1998 - 2003
United States Army Reserve November 1993 - November 2001
Skills
Windows, SDLC, Visio, Disaster Recovery, Business Analysis, Microsoft SQL Server, SQL
Education
Bellevue University
BS, Management of Information Systems
Benefit Communication Insourcing April 2013 - Present
Demdaco August 2008 - April 2013
Liberty Propane 2007 - 2008
Missouri Gas Energy 2003 - 2007
State Street 1998 - 2003
United States Army Reserve November 1993 - November 2001
Skills
Windows, SDLC, Visio, Disaster Recovery, Business Analysis, Microsoft SQL Server, SQL
Education
Bellevue University
BS, Management of Information Systems
David Levine, CFA's State Street Experience 2004 - 2005
Job Senior Associate at DDJ Capital Management, LLC
Industry Investment Management
Experience
DDJ Capital Management, LLC October 2013 - Present
DDJ Capital Management, LLC April 2011 - October 2013
DDJ Capital Management, LLC March 2008 - April 2011
Hale and Dorr Wealth Advisors, LLC June 2007 - March 2008
BlackRock, Inc February 2006 - June 2007
State Street 2004 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
M.S., Finance
Framingham State University 1996 — 2000
B.S., Business Administration
DDJ Capital Management, LLC October 2013 - Present
DDJ Capital Management, LLC April 2011 - October 2013
DDJ Capital Management, LLC March 2008 - April 2011
Hale and Dorr Wealth Advisors, LLC June 2007 - March 2008
BlackRock, Inc February 2006 - June 2007
State Street 2004 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
M.S., Finance
Framingham State University 1996 — 2000
B.S., Business Administration
Matthew Good's State Street Experience October 1989 - March 1997
Job Project Manager/Vice President at State Street Corp.
Industry Financial Services
Experience
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
Dwayne Parmley, CFA's State Street Experience April 1998 - June 1999
Job Investment Analyst at Arbella Insurance Group
Industry Investment Management
Experience
Arbella Insurance Group December 2009 - Present
State Street Global Advisors July 2004 - November 2008
State Street Global Advisors June 1999 - July 2004
State Street April 1998 - June 1999
State Street May 1997 - April 1998
LEGO Group May 1996 - December 1996
Skills
Asset Management, Financial Analysis, Fixed Income, Alternative Investments, Equities, Financial Modeling, Bloomberg, Mutual Funds, Investments, Hedge Funds, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BBA, Finance
North Middlesex 1989 — 1993
Arbella Insurance Group December 2009 - Present
State Street Global Advisors July 2004 - November 2008
State Street Global Advisors June 1999 - July 2004
State Street April 1998 - June 1999
State Street May 1997 - April 1998
LEGO Group May 1996 - December 1996
Skills
Asset Management, Financial Analysis, Fixed Income, Alternative Investments, Equities, Financial Modeling, Bloomberg, Mutual Funds, Investments, Hedge Funds, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BBA, Finance
North Middlesex 1989 — 1993
Dawn Demeritt's State Street Experience 2001 - 2003
Job Business Intelligence Analyst at Gartner
Industry Research
Experience
Gartner May 2011 - Present
Gartner January 2010 - May 2011
AMR Research 2008 - January 2010
AMR Research 2007 - 2008
State Street 2001 - 2003
State Street 2000 - 2001
State Street 2000 - 2000
State Street 1998 - 1999
Skills
Supply Chain, Management, CRM, Training, Business Intelligence, Vendor Management, Project Management, Data Warehousing, Business Analysis, Quality Assurance, Analytics, Business Process..., Business Process
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2009
MBA, Quantitative Methods for Business Decisions
Bridgewater State University 1994 — 1998
B.S., Management: Finance
Gartner May 2011 - Present
Gartner January 2010 - May 2011
AMR Research 2008 - January 2010
AMR Research 2007 - 2008
State Street 2001 - 2003
State Street 2000 - 2001
State Street 2000 - 2000
State Street 1998 - 1999
Skills
Supply Chain, Management, CRM, Training, Business Intelligence, Vendor Management, Project Management, Data Warehousing, Business Analysis, Quality Assurance, Analytics, Business Process..., Business Process
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2009
MBA, Quantitative Methods for Business Decisions
Bridgewater State University 1994 — 1998
B.S., Management: Finance
Eric Melanson, MBA's State Street Experience July 2010 - June 2014
Job Senior Manager, Corporate Accounting at Cubist Pharmaceuticals
Industry Accounting
Experience
Cubist Pharmaceuticals July 2014 - Present
State Street July 2010 - June 2014
State Street November 2006 - July 2010
State Street June 2005 - November 2006
State Street October 2003 - June 2005
State Street April 2001 - October 2003
State Street February 2000 - April 2001
State Street June 1999 - February 2000
State Street October 1997 - June 1999
John Hancock Financial Services June 1996 - October 1997
Skills
Bloomberg, Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Staff Mentoring, Staff Development, International Business..., Financial Accounting, Accounting, Capital Markets, Corporate Finance, Equities, Fund Accounting, Finance, Fixed Income, Financial Services, Banking, Sarbanes-Oxley Act, Securities, Auditing, Analysis, Internal Audit, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance
Rollins College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Cubist Pharmaceuticals July 2014 - Present
State Street July 2010 - June 2014
State Street November 2006 - July 2010
State Street June 2005 - November 2006
State Street October 2003 - June 2005
State Street April 2001 - October 2003
State Street February 2000 - April 2001
State Street June 1999 - February 2000
State Street October 1997 - June 1999
John Hancock Financial Services June 1996 - October 1997
Skills
Bloomberg, Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Staff Mentoring, Staff Development, International Business..., Financial Accounting, Accounting, Capital Markets, Corporate Finance, Equities, Fund Accounting, Finance, Fixed Income, Financial Services, Banking, Sarbanes-Oxley Act, Securities, Auditing, Analysis, Internal Audit, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance
Rollins College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Claire Farney's State Street Experience October 2009 - Present
Job Fund Accountant at State Street
Industry Accounting
Experience
State Street October 2009 - Present
VML June 2008 - August 2008
Education
Benedictine College 2005 — 2009
Mass Communications and Business Administration
State Street October 2009 - Present
VML June 2008 - August 2008
Education
Benedictine College 2005 — 2009
Mass Communications and Business Administration
Heather Raibourn's State Street Experience September 2006 - July 2007
Job SVP, Credit Administrator at Foundation Bank
Industry Banking
Experience
Foundation Bank February 2013 - Present
Eastside Commercial Bank December 2010 - February 2013
Eastside Commercial Bank December 2009 - December 2010
Eastside Commercial Bank January 2009 - December 2009
State Street September 2006 - July 2007
Texas Capital Bank May 2003 - September 2006
BBVA Compass August 2001 - May 2003
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Small Business Lending, Portfolio Management, Credit Risk, Banking, Credit, Commercial Mortgages, Loans, Underwriting, Financial Analysis, Risk Management, Financial Risk, Cash Flow Lending, Middle Market, Lines Of Credit, Loan Origination
Education
Baylor University - Hankamer School of Business 1998 — 2001
BBA, Finance, Cum Laude
Foundation Bank February 2013 - Present
Eastside Commercial Bank December 2010 - February 2013
Eastside Commercial Bank December 2009 - December 2010
Eastside Commercial Bank January 2009 - December 2009
State Street September 2006 - July 2007
Texas Capital Bank May 2003 - September 2006
BBVA Compass August 2001 - May 2003
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Small Business Lending, Portfolio Management, Credit Risk, Banking, Credit, Commercial Mortgages, Loans, Underwriting, Financial Analysis, Risk Management, Financial Risk, Cash Flow Lending, Middle Market, Lines Of Credit, Loan Origination
Education
Baylor University - Hankamer School of Business 1998 — 2001
BBA, Finance, Cum Laude
Andrew Malis's State Street Experience July 2005 - July 2007
Job Accounting Professional
Industry Accounting
Experience
State Street July 2005 - July 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Taxation
Bentley University 2002 — 2004
BS, Accountancy
State Street July 2005 - July 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Taxation
Bentley University 2002 — 2004
BS, Accountancy
Benjamin Schonbeck's State Street Experience November 2005 - October 2007
Job Product Manager at OpenLink Financial
Industry Financial Services
Experience
OpenLink Financial September 2011 - Present
Edison International March 2010 - August 2011
Edison International October 2007 - March 2010
State Street November 2005 - October 2007
State Street June 2005 - November 2005
Skills
Risk Management, Commodity Markets, Strategy, Programming Languages, Systems Design, Trading, Financial Analysis, Financial Risk, Management, Valuation, Market Risk, Analysis, Portfolio Management, Forecasting, Project Management, Product Management, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Finance
Providence College 1992 — 1996
BA, History
OpenLink Financial September 2011 - Present
Edison International March 2010 - August 2011
Edison International October 2007 - March 2010
State Street November 2005 - October 2007
State Street June 2005 - November 2005
Skills
Risk Management, Commodity Markets, Strategy, Programming Languages, Systems Design, Trading, Financial Analysis, Financial Risk, Management, Valuation, Market Risk, Analysis, Portfolio Management, Forecasting, Project Management, Product Management, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Finance
Providence College 1992 — 1996
BA, History
Sean McCue's State Street Experience May 2010 - August 2012
Job Contractor Internal AuditPMO at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. August 2015 - Present
UBS Investment Bank April 2015 - July 2015
AIG March 2015 - April 2015
Citi June 2014 - December 2014
SMBC Capital Markets February 2014 - May 2014
BNP Paribas May 2013 - January 2014
Asset and Resource Management Company Ltd. (ARM Investment Managers) September 2012 - March 2013
State Street May 2010 - August 2012
Deutsche Bank December 2008 - October 2009
JPMorgan Chase July 2007 - December 2008
Skills
Fluent in Spanish, Speak Portuguese and..., Speak Chinese and..., Derivatives, Risk, Capital Markets, Commodities, Basel II, Credit Risk, Fixed Income, Operational Risk, Hedging, Risk Management, Equities, Financial Markets, Internal Audit, Operational Risk..., Asset Management, Trading, Banking, Credit, Compliance, Valuation, SOX, Financial Modeling, Financial Analysis, ALM, Enterprise Risk..., Portfolio Management, Bloomberg, Due Diligence, Financial Reporting, FX, Investment Banking, Structured Products, Risk Assessment, Options, Back Office, Credit Analysis, Insurance, Internal Controls, Audit, AML, Risk Mitigation, Wealth Management, Investments, Interest Rate..., Interest Rate Hedging, Interest Rate Swaps, Hedge Funds
Education
Terra Kulture 2012 — 2015
Yoruba, Beginners
NY City Educational Instructor 1999 — 2013
Bilingual Certification in Spanish, Primary Education, First Grade through High School
Beijing Foreign Studies University 2000 — 2008
Chinese (Mandarin), Mandarin, Japanese, Vietnamese
Fordham University School of Business 1986 — 1987
MBA Program, Finance
University of Navarre, Pamplona, Spain 1981 — 1982
Diploma-I.L.C.E., Hispanic Studies
College of the Holy Cross 1977 — 1981
BA, Economics
Ossining, NY OVAC- EMT
Emergency Medical Technician, First Responder, Basic First Aid- some advanced methods
Santander Bank, N.A. August 2015 - Present
UBS Investment Bank April 2015 - July 2015
AIG March 2015 - April 2015
Citi June 2014 - December 2014
SMBC Capital Markets February 2014 - May 2014
BNP Paribas May 2013 - January 2014
Asset and Resource Management Company Ltd. (ARM Investment Managers) September 2012 - March 2013
State Street May 2010 - August 2012
Deutsche Bank December 2008 - October 2009
JPMorgan Chase July 2007 - December 2008
Skills
Fluent in Spanish, Speak Portuguese and..., Speak Chinese and..., Derivatives, Risk, Capital Markets, Commodities, Basel II, Credit Risk, Fixed Income, Operational Risk, Hedging, Risk Management, Equities, Financial Markets, Internal Audit, Operational Risk..., Asset Management, Trading, Banking, Credit, Compliance, Valuation, SOX, Financial Modeling, Financial Analysis, ALM, Enterprise Risk..., Portfolio Management, Bloomberg, Due Diligence, Financial Reporting, FX, Investment Banking, Structured Products, Risk Assessment, Options, Back Office, Credit Analysis, Insurance, Internal Controls, Audit, AML, Risk Mitigation, Wealth Management, Investments, Interest Rate..., Interest Rate Hedging, Interest Rate Swaps, Hedge Funds
Education
Terra Kulture 2012 — 2015
Yoruba, Beginners
NY City Educational Instructor 1999 — 2013
Bilingual Certification in Spanish, Primary Education, First Grade through High School
Beijing Foreign Studies University 2000 — 2008
Chinese (Mandarin), Mandarin, Japanese, Vietnamese
Fordham University School of Business 1986 — 1987
MBA Program, Finance
University of Navarre, Pamplona, Spain 1981 — 1982
Diploma-I.L.C.E., Hispanic Studies
College of the Holy Cross 1977 — 1981
BA, Economics
Ossining, NY OVAC- EMT
Emergency Medical Technician, First Responder, Basic First Aid- some advanced methods
J Peter Kinney's State Street Experience January 1991 - August 2012
Job Versatile technology manager, senior systems analyst, and handson seniorlevel developer
Industry Financial Services
Experience
Wipro August 2012 - Present
State Street January 1991 - August 2012
Bank of New England 1990 - 1991
Skills
Fund Accounting, Mutual Funds, Financial Services, Corporate Actions, Bloomberg, Fixed Income, Derivatives, Middle Office, Equities, Securities, Asset Management, Back Office, Hedge Funds, Alternative Investments, Settlement, Trading Systems, Software Development, System Architecture, Quality Assurance, Customer Engagement, Customer Service, Analysis & Reporting, Incident Management, Resource Allocation, Ongoing Process..., Project Leadership, Data Studio, Relational Team Concert, Changeman, OS/JCL, TSO/ISPF, SQL, Cobol, PL1 and CICS, MQ, DB2 and Datacom, Business Analysis, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSCIS, Computer information systems
Assumption College Worcester, MA 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Wipro August 2012 - Present
State Street January 1991 - August 2012
Bank of New England 1990 - 1991
Skills
Fund Accounting, Mutual Funds, Financial Services, Corporate Actions, Bloomberg, Fixed Income, Derivatives, Middle Office, Equities, Securities, Asset Management, Back Office, Hedge Funds, Alternative Investments, Settlement, Trading Systems, Software Development, System Architecture, Quality Assurance, Customer Engagement, Customer Service, Analysis & Reporting, Incident Management, Resource Allocation, Ongoing Process..., Project Leadership, Data Studio, Relational Team Concert, Changeman, OS/JCL, TSO/ISPF, SQL, Cobol, PL1 and CICS, MQ, DB2 and Datacom, Business Analysis, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSCIS, Computer information systems
Assumption College Worcester, MA 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Adam Kennedy, CFA's State Street Experience June 2008 - June 2015
Job Assistant Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management July 2015 - Present
State Street June 2008 - June 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley University 2003 — 2007
Bachelor of Science, Finance; Spanish
Suffolk University, Madrid Campus 2005 — 2005
Study Abroad
Deutsche Asset Management July 2015 - Present
State Street June 2008 - June 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley University 2003 — 2007
Bachelor of Science, Finance; Spanish
Suffolk University, Madrid Campus 2005 — 2005
Study Abroad
Scott Ulmer's State Street Experience June 2015 - Present
Job Accounting Clerk at State Street
Industry Accounting
Experience
State Street June 2015 - Present
Applied Underwriters March 2015 - June 2015
Target December 2013 - April 2015
Applied Underwriters July 2014 - March 2015
Applied Underwriters May 2014 - July 2014
Applied Underwriters December 2013 - May 2014
Target June 2008 - December 2012
21st Century Systems, Inc. September 2009 - June 2010
Skills
Finance, Leadership, HTML, Customer Service, Team Leadership, SQL, Teamwork, Databases, Building a Computer, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Windows
Education
Bellevue University 2012 — 2013
Bachelor in Business Degree - Bachelor of Science, Business Administration and Management, General, 3.882
Metropolitan Community College 2008 — 2011
Associates, Business, Economics, Entrepreneurship
State Street June 2015 - Present
Applied Underwriters March 2015 - June 2015
Target December 2013 - April 2015
Applied Underwriters July 2014 - March 2015
Applied Underwriters May 2014 - July 2014
Applied Underwriters December 2013 - May 2014
Target June 2008 - December 2012
21st Century Systems, Inc. September 2009 - June 2010
Skills
Finance, Leadership, HTML, Customer Service, Team Leadership, SQL, Teamwork, Databases, Building a Computer, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Windows
Education
Bellevue University 2012 — 2013
Bachelor in Business Degree - Bachelor of Science, Business Administration and Management, General, 3.882
Metropolitan Community College 2008 — 2011
Associates, Business, Economics, Entrepreneurship
Damon Lewis's State Street Experience 2007 - 2012
Job Systems Specialist II at Belterra Casino
Industry Information Technology and Services
Experience
Belterra Casino April 2013 - Present
dbaDIRECT January 2007 - January 2013
State Street 2007 - 2012
Dobson Communications 2001 - 2003
Skills
Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, Data Warehousing, SQL, Database Design, Oracle, Project Management, T-SQL, Unix, Technical Support, Performance Tuning, Windows Server, Business Intelligence, SQL Tuning, Active Directory, AS400 Administration, ACSC, Microsoft Exchange, Microsoft Excel, Access, Datamagine, New Wave, MICROS, VMware vSphere
Education
DeVry University-Illinois 2009 — 2010
Business Administration, Business Administration and Management, General, 3.5
University of Phoenix 2007 — 2009
Criminal Justice, Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 3.5
Beckfield College-Florence 2004 — 2007
Computer Science, Network and System Administration/Administrator, 3.25
Belterra Casino April 2013 - Present
dbaDIRECT January 2007 - January 2013
State Street 2007 - 2012
Dobson Communications 2001 - 2003
Skills
Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, Data Warehousing, SQL, Database Design, Oracle, Project Management, T-SQL, Unix, Technical Support, Performance Tuning, Windows Server, Business Intelligence, SQL Tuning, Active Directory, AS400 Administration, ACSC, Microsoft Exchange, Microsoft Excel, Access, Datamagine, New Wave, MICROS, VMware vSphere
Education
DeVry University-Illinois 2009 — 2010
Business Administration, Business Administration and Management, General, 3.5
University of Phoenix 2007 — 2009
Criminal Justice, Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 3.5
Beckfield College-Florence 2004 — 2007
Computer Science, Network and System Administration/Administrator, 3.25
Christine Devereaux's State Street Experience August 1999 - Present
Job AVP, Director Blue Sky, Fund Administration at State Street
Industry Financial Services
Experience
State Street August 1999 - Present
ClearSky May 1996 - July 1999
Pioneer Investments March 1993 - May 1996
Skills
Bloomberg, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Derivatives, Investments, Hedge Funds, Corporate Actions, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Middle Office, Alternative Investments, Global Custody
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MBA, Marketing
Ithaca College 1987 — 1991
BS, Finance
Cathedral High School 1983 — 1987
BS
State Street August 1999 - Present
ClearSky May 1996 - July 1999
Pioneer Investments March 1993 - May 1996
Skills
Bloomberg, Fund Accounting, Fixed Income, Equities, Bloomberg Terminal, Derivatives, Investments, Hedge Funds, Corporate Actions, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Middle Office, Alternative Investments, Global Custody
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
MBA, Marketing
Ithaca College 1987 — 1991
BS, Finance
Cathedral High School 1983 — 1987
BS
Cici(Xiaoxi) Liu, CPA's State Street Experience August 2011 - January 2012
Job Tax Accountant at Tufts University
Industry Accounting
Experience
Tufts University July 2015 - Present
Miller Wachman LLP December 2012 - July 2015
Jeffrey A. Morgen, CPA August 2012 - April 2013
Xpitax solutions February 2012 - April 2012
State Street August 2011 - January 2012
Skills
Tax Preparation, Tax Research, Financial Reporting, Quickbooks, Excel, Bookkeeping, Outlook, Financial Analysis, Accounting, Profx tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Master of Science, Accountancy
Nankai University 2003 — 2007
Bachelor of Arts (B.A.), Education
Tufts University July 2015 - Present
Miller Wachman LLP December 2012 - July 2015
Jeffrey A. Morgen, CPA August 2012 - April 2013
Xpitax solutions February 2012 - April 2012
State Street August 2011 - January 2012
Skills
Tax Preparation, Tax Research, Financial Reporting, Quickbooks, Excel, Bookkeeping, Outlook, Financial Analysis, Accounting, Profx tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Master of Science, Accountancy
Nankai University 2003 — 2007
Bachelor of Arts (B.A.), Education
Rose Marie Cantave's State Street Experience May 2012 - Present
Job Pricing Specialist at State Street
Industry Financial Services
Experience
State Street May 2012 - Present
AMC Theatres May 2003 - July 2012
Skills
Microsoft Office, Financial Analysis, Project Management, Public Speaking, Accounting, Financial Modeling, Microsoft Excel, Financial Reporting, Cash Management, Sarbanes-Oxley Act, Finance, PowerPoint, Essbase, Analytics, Access, Cash Flow, Customer Service, Microsoft Word, QuickBooks, GAAP, PeopleSoft, Internal Controls, Payroll
Education
University of Massachusetts Boston 2009 — 2012
BS in Finance, Management and Finance
Becker College 2002 — 2003
State Street May 2012 - Present
AMC Theatres May 2003 - July 2012
Skills
Microsoft Office, Financial Analysis, Project Management, Public Speaking, Accounting, Financial Modeling, Microsoft Excel, Financial Reporting, Cash Management, Sarbanes-Oxley Act, Finance, PowerPoint, Essbase, Analytics, Access, Cash Flow, Customer Service, Microsoft Word, QuickBooks, GAAP, PeopleSoft, Internal Controls, Payroll
Education
University of Massachusetts Boston 2009 — 2012
BS in Finance, Management and Finance
Becker College 2002 — 2003
Horia Basarabeanu's State Street Experience April 2014 - Present
Job Asset Liability Management VP at State Street
Industry Banking
Experience
State Street April 2014 - Present
GE Capital August 2013 - April 2014
Bank of America July 2011 - August 2013
Bank of America October 2007 - June 2011
Bank of America June 2006 - June 2007
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Master of Science (M.S.), Economics
University of South Carolina - The Moore School of Business 2003 — 2006
Bachelor of Science in Business Administration, Finance, International Business and Risk Management & Insurance
University of South Carolina-Columbia 2003 — 2006
Bachelor of Science (B.S.), Mathematics
Bemidji State University 2001 — 2003
State Street April 2014 - Present
GE Capital August 2013 - April 2014
Bank of America July 2011 - August 2013
Bank of America October 2007 - June 2011
Bank of America June 2006 - June 2007
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Master of Science (M.S.), Economics
University of South Carolina - The Moore School of Business 2003 — 2006
Bachelor of Science in Business Administration, Finance, International Business and Risk Management & Insurance
University of South Carolina-Columbia 2003 — 2006
Bachelor of Science (B.S.), Mathematics
Bemidji State University 2001 — 2003
Neal Hunt's State Street Experience 2002 - 2004
Job Senior Contract Analyst at Vanderbilt University Medical Center
Industry Hospital & Health Care
Experience
Vanderbilt University Medical Center 2012 - Present
Vanderbilt University Medical Center 2004 - 2012
State Street 2002 - 2004
The Tennessean 2000 - 2002
Ferguson Harbour Incorporated 1998 - 2000
Duck River Development Agency 1996 - 1998
United States Marine Corps 1990 - 1996
Skills
Strategic Planning, Management, Team Building, Customer Service, Healthcare
Education
Belmont University 2007 — 2010
Master of Arts (M.A.), English Language and Literature, General
University of Tennessee at Martin 1994 — 1996
Bachelor's Degree, English Language and Literature, General
University of Tennessee at Martin 1994 — 1996
Bachelor of Science (BS), Chemistry
Tennessee Technological University 1987 — 1992
Chemical Engineering
Vanderbilt University Medical Center 2012 - Present
Vanderbilt University Medical Center 2004 - 2012
State Street 2002 - 2004
The Tennessean 2000 - 2002
Ferguson Harbour Incorporated 1998 - 2000
Duck River Development Agency 1996 - 1998
United States Marine Corps 1990 - 1996
Skills
Strategic Planning, Management, Team Building, Customer Service, Healthcare
Education
Belmont University 2007 — 2010
Master of Arts (M.A.), English Language and Literature, General
University of Tennessee at Martin 1994 — 1996
Bachelor's Degree, English Language and Literature, General
University of Tennessee at Martin 1994 — 1996
Bachelor of Science (BS), Chemistry
Tennessee Technological University 1987 — 1992
Chemical Engineering
Cameron Pratt's State Street Experience 1999 - 2001
Job Government Affairs at Holcim (US)
Industry Public Policy
Experience
Holcim (US) June 2007 - Present
Boston College Center for Corporate Citizenship June 2006 - August 2006
Center for Strategic and International Studies (CSIS) June 2005 - August 2005
Massachusetts Executive Office of Environmental Affairs January 2005 - May 2005
JPMorgan Chase & Co. 2002 - 2004
State Street 1999 - 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Graduate Certificate, Business Analytics
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2007
MA, Law and Diplomacy (International Business Relations / Environment and Resource Policy)
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
Holcim (US) June 2007 - Present
Boston College Center for Corporate Citizenship June 2006 - August 2006
Center for Strategic and International Studies (CSIS) June 2005 - August 2005
Massachusetts Executive Office of Environmental Affairs January 2005 - May 2005
JPMorgan Chase & Co. 2002 - 2004
State Street 1999 - 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Graduate Certificate, Business Analytics
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2007
MA, Law and Diplomacy (International Business Relations / Environment and Resource Policy)
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.