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.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street July 2007 - Present
Investors Bank & Trust 2006 - 2007
Mellon Bank 1993 - 2006
The Boston Company May 1984 - June 1993
Education
Simmons College 1980 — 1984
Bachelor of Arts, Finance and Business Management
Orasys Consulting November 2014 - Present
Gilead Sciences 2015 - 2015
State Street October 2014 - December 2014
IGATE May 2014 - November 2014
Universal Studios Florida June 2014 - September 2014
Tech Mahindra November 2013 - May 2014
Nissan Motor Corporation November 2013 - May 2014
Orasys Consulting October 2013 - May 2014
Forbes Marshall February 2008 - September 2013
Skills
PeopleSoft, Oracle PL/SQL..., System Administration, SDLC, Analysis, Team Management, Oracle, SQL, HTML, Testing, PL/SQL, Requirements Analysis, Requirements Gathering, Unix, Management, PeopleTools, Troubleshooting, SQR
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2010 — 2012
Master of Computer Applications (MCA), Computer/Information Technology Administration and Management, B
suryadatta institute of management & information research pune 2008 — 2010
Bachelor of Science (BSc), Information Technology, B
Hangzhou Entel Foreign Language School 2009 - 2011
Hangzhou Foreign Language School 2006 - 2009
State Street April 2006 - August 2006
Skills
Accounting, Tax, At Multitasking, Strategic Communications, Peer Mentoring, Education, Youth Mentoring, Classroom, Proofreading, Reading Intervention, Editing, Financial Accounting, QuickBooks
Education
San Jose State University 2014 — 2015
Master's Degree, Accounting
Zhejiang University
Bachelor's Degree, English Language and Literature
Bottom Line August 2014 - Present
Independent Consultant April 2011 - Present
Simmons College September 2013 - May 2014
State Street February 2011 - May 2013
Law Office February 2009 - February 2011
US Army June 2001 - May 2004
Skills
Data Analysis, Finance, Financial Modeling, Risk Management, Operations Improvement, Financial Accounting, Procedural Development, Financial Analysis, Leadership, Project Management, Bloomberg, Portfolio Management, Efficiency..., Financial Projection, Bloomberg Software, Communication, Strategy, Management, Microsoft Excel, Corporate Finance, Fixed Income, Derivatives, Quantitative Analytics, Strategic Planning, Program Management, Competitive Analysis
Education
Simmons School of Management 2012 — 2014
Master of Business Administration (MBA), Financial and Business Analytics
Simmons College 2008 — 2009
BA, Finance
State Street July 2015 - Present
Fisher Investments December 2014 - July 2015
MassMutual San Francisco June 2014 - November 2014
Skills
Public Speaking, Leadership, Market Research, Econometrics, Financial Analysis, Policy Analysis, Team Leadership, Project Management, Research, Time Management, Market Analysis, Persuasive Speaker, Qualitative Research, Writing, Economics, Statistics, Data Analysis, Strategic Communications, Operations Management, Social Networking, Rhetorical Analysis, Articulate Communicator, Reporting & Analysis, Financial Reporting, Team Management, Crisis Communications, Financially Astute, Strong Business Acumen, Public Policy
Education
San Jose State University 2009 — 2014
Bachelor of Science (B.S.), Economics
State Street June 2014 - December 2014
UC San Diego June 2013 - June 2014
UC San Diego November 2012 - August 2013
Best Buy August 2011 - January 2013
U.S. Senator Barbara Boxer August 2011 - January 2012
Education
UC San Diego 2012 — 2014
Bachelor's degree, Economics, Minor: Accounting
Santa Monica College 2010 — 2012
Sun Life Financial International November 2009 - Present
ADS Financial Services Solutions 2007 - 2009
State Street 2001 - 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Segmentation, Digital Marketing, Digital Strategy, People Development, Team Leadership
Education
Simmons College 2001 — 2003
Master's degree, Communications Management
Simmons College 1993 — 1997
Public Relations, Advertising, and Applied Communication
Self-Employed 2011 - Present
Encore Nationwide 2011 - 2013
Bell Media September 2012 - December 2012
ShesConnected Multimedia Corp. December 2010 - May 2011
State Street July 2007 - March 2010
Skills
Social Media, Social Media Marketing, Press Releases, Public Relations, Blogging, Advertising, Media Relations, Marketing Communications, Corporate Communications, Event Planning, Event Management, Strategic Communications, Internal Communications, Editing, Brand Awareness, Public Speaking, Facebook, Newsletters, Social Networking
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Certificate, Corporate Communications
University of Ontario Institute of Technology 2003 — 2008
Bachelor of Commerce (B.Com.), Marketing
State Street June 2015 - Present
Shaklee Corporation August 2013 - June 2014
Alida Connection January 2013 - April 2013
Pfizer October 2011 - April 2012
Pfizer July 2010 - September 2011
Pfizer July 2008 - June 2010
Pfizer March 2008 - June 2008
New York Life Insurance Worldwide Ltd July 2006 - February 2008
Skills
Marketing Strategy, Marketing, Market Analysis, Market Planning, Sales, Competitive Analysis, Pharmacy, Leadership, Management, Pharmaceutical Industry, B2B, Business Strategy, Forecasting, Cross-functional Team..., Nutritionist, Product Branding, Analytical Reasoning, Market Research, Interpersonal Skills, Teamwork
Education
University of California, Davis - Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Brand Management, 4.0/4.0
University of California, Berkeley 2012 — 2013
Certification, International Business Track- Business Administration & Marketing, 4.0/4.0
Sichuan University 2004 — 2008
Bachelor’s Degree, Pharmacy, Bio-chemistry Engineering
State Street October 2014 - Present
Southern Adventist University 2010 - 2014
Costco Wholesale 2011 - 2013
Skills
NPV, Financial Analysis, Financial Statement..., Trading, Economics, Statistics, Operations Management, DCF Valuation, Business Valuation, Strategy, Financial Modeling, Investment Strategies, Problem Solving, Data Mining, Technical Presentations, Strategic Visionary, Team Leadership, Project Management, PowerPoint, Accounting, Corporate Finance, Microsoft Excel, Microsoft Word, Research, Options Strategies, Public Speaking, Leadership, Stock Management, Microsoft Office, Higher Education, Investment Banking
Education
Southern Adventist University 2010 — 2014
Bachelor of Science Degree in Business Administration, Business / Finance
State Street April 2015 - Present
Keurig Green Mountain, Inc. November 2014 - March 2015
Arbor Networks July 2014 - September 2014
Luther Burbank Savings October 2013 - May 2014
Sonoma County Human Services July 2008 - November 2013
Verity Compassion Safety Support August 2012 - May 2013
Skills
Spanish, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Access, Social Media, Marketing, Project Management, Social Networking, Training, Networking, PowerPoint, Security, Teamwork, C++, Microsoft Word, Office Administration, System Administration, Public Speaking, Recruiting
Education
Empire College School of Law 2013 — 2017
Doctor of Law (J.D.)
Sonoma State University
B.A. in Criminology and Criminal Justice Studies
Duff & Phelps July 2015 - Present
State Street June 2014 - Present
Santa Clara University March 2014 - Present
Independent Strategic Research October 2013 - December 2013
Plantronics June 2013 - August 2013
State Street Global Markets June 2012 - August 2012
City of Palo Alto June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Social Media, Public Speaking, Customer Service, Event Planning, Facebook, Leadership, Research, Social Networking, Time Management, Spanish, Economics, Management
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Foundation for International Education 2013 — 2013
Myers and Stauffer LC March 2014 - Present
State Street November 2012 - February 2014
State Street March 2011 - November 2012
24 Hour Fitness June 2010 - March 2011
Southern Illinois University Edwardsville February 2006 - August 2009
Southern Illinois University Edwardsville April 2008 - July 2009
Skills
Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Statistics, Quantitative Analytics, PAM, MCH, VMW, Bloomberg, IDC, Microsoft Access, Microsoft Outlook, SAS, Stata, EViews, R, C#, Microsoft SQL Server
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelors of Arts, Economics
State Street March 2014 - Present
New Oriental Education & Tech. Group Inc January 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, English, Research, Financial Accounting, Accounts Payable, Auditing, Data Analysis
Education
University of Massachusetts Boston 2012 — 2014
Masters Degree, Accounting
Shandong University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences, General
Toyota USA 2015 - Present
Cypress Equities June 2014 - September 2014
State Street December 2010 - June 2013
State Street February 2010 - December 2010
State Street February 2008 - February 2010
Gatton College of Business and Economics at the University of Kentucky May 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Smith Barney January 2006 - May 2006
Skills
Hedge Funds, Equities, Financial Analysis, Bloomberg, Financial Reporting, Fixed Income, Accounting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Investments, Securities, Alternative Investments, Private Equity, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Kentucky 2003 — 2007
Bachelor's Degree, Finance
SEI April 2012 - Present
SEI September 2008 - April 2012
State Street April 2008 - September 2008
State Street June 2006 - April 2008
Skills
Financial Analysis, Microsoft Excel, Financial Services, Microsoft Office, Business Analysis, Data Analysis, PowerPoint, Customer Service, Analysis, Strategic Planning, Microsoft Word, Project Management
Education
Shippensburg University of Pennsylvania 2002 — 2006
Finance
Wellington Management June 2015 - Present
State Street January 2014 - May 2015
State Street February 2011 - January 2014
JPMorgan Chase August 2008 - February 2011
Skills
Finance, Financial Services, Investments, Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Mutual Funds, Bloomberg, Accounting, Cash Management, Budgets, Portfolio Management, Forecasting, Equities
Education
Simmons College - Simmons School of Management 2007 — 2010
Masters, MBA
ProSight Specialty Insurance April 2013 - Present
Syntel November 2008 - Present
State Street December 2009 - March 2013
Geometric Ltd. February 2008 - November 2008
iPlus Technologies Pvt.Ltd. August 2007 - February 2008
Promark Infotech June 2006 - August 2007
Skills
SharePoint, ASP.NET, Visual C#, .NET, C#, WCF, Microsoft SQL Server, SharePoint Designer, SSRS
Education
Shivaji University 2003 — 2006
B E Computers, Computer Science & Engineering
Dr. D. Y. Patil Polytechnic 1999 — 2003
Diploma, Computer Engineering
ANN INC. July 2013 - July 2014
CitySprouts July 2013 - December 2013
The Schwartz Center for Compassionate Healthcare January 2013 - May 2013
Institute for Healthcare Improvement July 2012 - December 2012
State Street July 2011 - December 2011
Papa Razzi September 2010 - December 2010
Anthropologie April 2010 - September 2010
Barnes & Noble April 2010 - September 2010
Jamba Juice June 2008 - August 2009
Skills
Microsoft Excel, Recruiting, Market Research, Management, Microsoft Office, Fundraising, Interviews, Program Management, Data Entry, Data Analysis, Scheduling, SharePoint, Conducting Interviews, College Recruiting, Customer Service, ADP Payroll, Cornerstone, Talent Acquisition, Raiser's Edge, eTapestry, MailChimp, Event Planning, Donor Solicitation, Donor Research
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.S.), Human Services
Simmons College
Master's Degree, Didactic Program in Dietetics & M.S. in Nutrition & Health Promotion
State Street May 2011 - Present
State Street September 2006 - May 2011
E*TRADE Financial May 1997 - January 2006
Prudential Securities June 1996 - May 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Modeling, Fund Accounting, Equities, Fixed Income, Account Reconciliation, Investments, Hedge Funds, Risk Management, Derivatives, Financial Accounting, Financial Services, Securities
Education
Sierra College 1988 — 1990
Associate's degree, General Studies
Center High School 1986 — 1988
High School Diploma, General Studies
Sentry Investments 2014 - Present
Sentry Investments 1997 - Present
State Street August 1996 - November 1997
Montreal Trust Company of Canada 1981 - 1996
Skills
Capital Markets, Pensions, Portfolio Management, Bloomberg, Retirement Planning, Financial Services, Investments, Investment Management, Mutual Funds, Wealth Management, Social Media, Asset Managment, Financial Advisory, Retirement, Financial Analysis, Valuation, Investor Relations, Banking, Equity Research, Estate Planning, Insurance, Relationship Management, Wealth Management..., Asset Management, Corporate Finance, Series 7
Education
Seneca College of Applied Arts and Technology 1978 — 1981
University of Toronto
pleasant view
JDJ Family Office Services June 2014 - Present
Rothstein Kass (formerly JDJ Resources) August 2012 - June 2014
JDJ Resources December 2011 - August 2012
State Street September 2007 - December 2011
Southern New Hampshire Services, Inc. May 2004 - August 2007
Zimmermann Chiropractic & Wellness Center January 2006 - May 2007
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Budgets, Microsoft Excel, Management, Strategic Financial..., Finance, Payroll, Analysis, Access, Microsoft Word, Internal Controls, Financial Analysis, Investments, QuickBooks, General Ledger
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Marketing
State Street September 2013 - Present
State Street January 2013 - September 2013
State Street December 2009 - September 2013
State Street Bank January 2007 - December 2009
Investors Bank & Trust January 2005 - January 2007
Bank of America January 2000 - January 2004
Skills
Project Management, SDLC, QTP, Rational, Certified Project..., Business Analysis, Requirements Analysis, User Acceptance Testing, Business Requirements, Software Project..., Requirements Gathering, Visio, Test Planning, Process Improvement, Financial Services, Software Quality..., Testing, Business Process..., Quality Assurance, Program Management, SQL, Quality Center, Waterfall, PMP, SharePoint, Change Management, Risk Management, Business Transformation, Project Delivery, Business Process..., Offshoring, Financial Risk, Resource Management, MS Project, Integration, Information Technology, Working directly with...
Education
Shivaji University 1991 — 1994
B.E., Electronics
Mortgage Master November 2012 - Present
THINK Real Estate Services June 2011 - August 2013
State Street October 2010 - June 2011
Animal Rescue League of Boston August 2008 - October 2010
Morgan Stanley June 2008 - August 2008
Skills
Real Estate Transactions, Client Relationship..., Lease Administration, Social Media, Direct Marketing, Online Communications, Website Management, Rental Properties, First Time Home Buyers, Marketing Communications, Relocation, Rentals, Webmaster Services, Real Estate, CRM, Loan Servicing, Mortgage Servicing, Negotiation, Leadership, Residential Mortgages, Finance, Investments, Sales, Mortgage Lending, Management, Microsoft Office, Marketing
Education
Simmons College 2004 — 2008
B.A., Finance, 3.5 GPA
State Street June 2013 - Present
Income Research & Management May 2012 - August 2012
Wainwright Investment Counsel May 2011 - August 2011
Massachusetts Clean Energy Center May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Financial Analysis, Management, Moxy, Salesforce.com, Advent, SEI CMM, Customer Service, Financial Reporting, Trade Finance, Client Development, Microsoft Word, Microsoft Office
Education
Siena College 2009 — 2013
B.S, Finance
State Street June 2015 - Present
Eaton Place Townhomes Condo Association January 2006 - Present
The Boston Company Asset Management, LLC May 2014 - May 2015
The Boston Company Asset Management December 2011 - May 2014
The Boston Company Asset Management (BNY Mellon) January 2011 - November 2011
The Boston Company Asset Management (BNY Mellon) March 2009 - December 2010
Mayfair Wine & Spiritis June 2007 - February 2009
Founders Asset Management (BNY Mellon) May 2002 - January 2009
Wine Shop at Home July 2008 - December 2008
Founders Asset Management (BNY Mellon) August 2001 - May 2002
Skills
Business Analysis, Business Strategy, Project Coordination, Investments, Asset Management, Bloomberg, Excel, Adobe Creative Suite, Visio, Wine Education, Microsoft Office, Lotus Notes, Asset Managment, Microsoft Excel, Marketing Communications, Marketing Strategy, Social Media Marketing, Wine, Management, Strategy, Marketing, Analysis, Project Management, Strategic Planning
Education
Simmons College - Simmons School of Management 2011 — 2013
Master of Science (M.S.), Communication Management
Metropolitan State University of Denver 2002 — 2007
BA, Psychology
Poppin May 2014 - Present
USO of Metropolitan New York, Inc. 2011 - 2015
Perry Ellis International December 2012 - May 2014
Kenneth Cole Productions June 2011 - December 2012
Delias October 2009 - June 2011
Diesel April 2009 - August 2009
Liz Claiborne June 2008 - February 2009
State Street June 2006 - June 2008
Seton Hall University October 2003 - May 2007
Skills
Retail, Analysis, Merchandising, Microsoft Office, Management, Inventory Management, Forecasting, SAP, JBA, Strategy, Merchandise Planning, AS400 system, Allocations, Apparel, RAMS, Just Enough, RBI, NSB, Retail Query Designer, MMS, RetailPro
Education
Seton Hall University 2003 — 2007
Bachelor of Science in Business Administration, Finance and International Business, 3.67
Bishop Gorman High School 1999 — 2003
State Street August 2012 - Present
RBS Citizens Group January 2011 - July 2012
State Street March 2004 - December 2010
Putnam Investments February 2000 - March 2004
GTE Internetworking/BBN Technologies 1998 - 2000
State Street March 1992 - April 1998
Skills
Risk Management, Negotiation, Process Improvement, Requirements Gathering, Program Management, Portfolio Management, Business Analysis, Middleware, Pricing, Project Portfolio..., Business Requirements, Fixed Income, Vendor Management, Software Project..., Financial Services, ETFs, Requirements Analysis, SDLC, PMP, Project Management, Offshoring, PMO, Leadership, Data Warehousing, Management, Fund Accounting, Testing, Agile Methodologies, Quality Assurance, Project Planning, Governance, Business Process, Enterprise Architecture, Resource Management, IT Strategy, E-commerce, Analysis, Business Process..., Visio, Disaster Recovery, Banking, Business Intelligence, Analytics, Back Office, User Acceptance Testing, IT Management, Financial Risk, Integration, Information Technology, Budgets
Education
Southern New Hampshire University 2001 — 2006
MBA, Management
Springfield College 1987 — 1991
Bachlor of Science, Computer information Systems
Sterling Office Movers June 2014 - Present
IBM July 2012 - July 2013
State Street December 2007 - July 2012
Total Technical Services October 2005 - December 2007
NCR/Fiserv September 1996 - September 2005
Skills
Business Operations..., Data Center Building..., Operational Risk..., Process Improvement, Vendor Management, Risk Management, Change Management, Business Process..., Team Leadership, Project Management, Six Sigma, Team Building, Leadership, Program Management, Management, Quality Assurance, Process Engineering, Team Management, Security, Project Planning, SharePoint, Data Center, Access, Business Analysis, Outsourcing, Operations Management
Education
Sinclair Community College 1986 — 1986
Business Management
State Street November 2009 - Present
The Bagg Group December 2008 - April 2009
Skills
HRIS, Talent Acquisition, Onboarding, Employee Benefits, Human Resources, Coaching, Recruiting, Interviews, Personnel Management, Deferred Compensation, Career Development, Hiring, PeopleSoft
Education
Seneca College of Applied Arts and Technology
Human Resources Certificate
University of Guelph
Bachelor of Arts, Psychology and Child, Youth and Families
State Street October 2013 - Present
BlackRock 2008 - 2012
The Vanguard Group 2005 - 2008
Morgan Stanley 2000 - 2005
SSB Citi Asset Management 1998 - 2000
Smith Barney 1996 - 1998
Bonnie White Uniforms 1992 - 1996
IBM 1989 - 1992
Skills
Series 7, Series 63, Series 65, Sales, ETFs, Equities, Fixed Income, Indexing, Index Funds, Mutual Funds, Separately Managed..., Alternative Investments, Structured Products, Unit Trusts, Capital Markets, Investments, Asset Managment, Investment Management, Portfolio Management, Investment Advisory, Financial Advisory, Wealth Management, Financial Services, High Net Worth..., Relationship Management, Territory Management, Institutional Sales, Consulting, Business Development, CIMA, Asset Allocation, Brokerage, Sales Execution, Innovation, FINRA, Hedge Funds, Asset Management, Securities, Finance, Investment Banking, Investment Strategies, Equity Research, Wealth, Bonds, Wealth Management..., Bloomberg, Financial Markets
Education
Southern New Hampshire University
B.S., Cum Laude
Stanford University Graduate School of Business
University of Pennsylvania - The Wharton School
CIMA ®
Putnam Investments April 2013 - Present
State Street May 2004 - March 2013
COMSYS November 2003 - May 2004
One Source Computer Corporation April 2000 - December 2002
Skills
Web Server (Apache, Sun..., Java Application..., Siteminder Policy..., CA Identity Manager 8.1, Sun Directory Server 6X, Linux Server, Solaris
Education
University of International Business and Economics 1989 — 1991
Bachelor of Economics
Shanghai Jiao Tong University 1983 — 1987
Bachelor of Science (BS)
State Street April 2012 - Present
Bank of America May 2010 - April 2012
Bank of America August 2009 - May 2010
Skills
MS OFFICE, Bilingual, Accounting, Accounts Payable, Accounts Receivable, Administrative..., CRM, Customer Satisfaction, Customer Service, Data Analysis, Data Entry, Financial Analysis, Financial Services, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Sales, Securities, Time Management, Valuation, Analysis, Trading, Microsoft Excel
Education
University of Massachusetts Boston 2009 — 2011
Accounting, Accounting
Schenectady County Community College
Associate Degree, Business Administration/Accounting
BNY Mellon July 2006 - Present
Russell Investments September 2004 - May 2006
Russell Investments December 2000 - September 2004
State Street December 1995 - May 1998
Skills
Portfolio Management, Investment Operations, Financial Markets, Database Administration, Microsoft Office, Process Improvement, Mutual Funds, Equity Derivatives, Performance Measurement, Bloomberg, Factset, Morningstar, Derivatives, Equities, Investments, Trading, Asset Management, Investment Management
Education
Seattle University 1999 — 2001
MBA, Business Administration
University of Delaware 1991 — 1995
BA, Economics, International Relations
Olenick & Associates March 2015 - Present
Vertex Pharmaceuticals September 2014 - Present
BNY Mellon January 2014 - June 2014
UniFirst Corporation September 2013 - December 2013
Covidien April 2013 - August 2013
State Street August 2012 - December 2012
Whitridge Associates April 2011 - November 2012
State Street 2005 - 2009
Skills
Financial Services, Securities, Fixed Income, Equities, Business Analysis
Education
Southern Connecticut State University 1993 — 1997
Bachelor's degree, Finance, General
MIT Sloan School of Management July 2007 - Present
Simmons School of Management 2007 - 2015
State Street January 1997 - June 2007
Skills
Leadership, Nonprofits, Higher Education, Editing, Strategy, Management, Teaching, Strategic Planning, Marketing Communications, Communication, Entrepreneurship
Education
Simmons College
MS, Communication Management
University of Massachusetts Boston
MA, English
State Street April 2012 - Present
Denali Investments November 2008 - March 2012
Fidelity Investments November 1997 - November 2008
First Trade Union Bank November 1996 - November 1997
Investors Bank & Trust June 1994 - August 1996
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Marketing
State Street August 2013 - Present
Wells Fargo May 2012 - May 2013
Party Staff Inc October 2011 - July 2012
Skills
Personal Finance, Financial Analysis, Financial Accounting, Oral & Written..., PowerPoint, Technical Writing, Strategic Leadership, Concept Generation, Sales, Persuasive Writing, Presentations, Microsoft Word, Microsoft Excel, Public Speaking, Social Networking, Writing, Social Media, Report Writing, Personnel Development, Facebook
Education
San Jose State University 2011 — 2013
Bachelors of Science, Business; Finance, 3.11
Sierra College 2007 — 2011
3 Associate of Arts, Business Administration, Social Sciences, Liberal arts
Colfax High School
Diploma, General Education with Emphasis on English, 3.2
Waterfield Sotheby's International Realty April 2012 - Present
Eric T. Shediac & Associates, P.C. 2003 - 2010
State Street 1997 - 2003
Skills
Portfolio Management, Loans, Social Media, Banking, Referrals, Securities, Real Estate, Sales, Real Estate Transactions, Sellers, Investment Properties, Negotiation, Residential Homes, Condos, First Time Home Buyers, Single Family Homes, Buyer Representation, Short Sales
Education
Simmons College 1990 — 1994
Bachelor of Arts (BA), Retailing and Retail Operations
Stoneleigh Burnham School 1988 — 1990
The Coca-Cola Company December 2010 - May 2015
State Street April 2010 - November 2010
Google June 2006 - April 2010
FMC Executive Search Firm September 2003 - June 2006
Skills
Employee Referral..., Internet Recruiting, Talent Acquisition, Applicant Tracking..., Screening Resumes, College Recruiting, Graduate Recruitment, Recruitment Advertising, Technical Recruiting, Sourcing, Screening, Candidate Generation, Recruiting, Market Intelligence
Education
Shandong University 1999 — 2003
Bachelor, English
DMSB
DMSB
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
The Seed Fund October 2013 - January 2015
FinancialForce.com December 2011 - January 2013
Standard & Poor's April 2008 - August 2010
State Street February 2006 - March 2008
Simmons College January 2006 - May 2006
Simmons College September 2004 - December 2005
Skills
Finance, Technology, Social Media, Corporate Social..., Start-ups, Customer Driven, Salesforce.com, Contract Negotiation, Integrity, Risk Management, Financial Services, Leadership, Management, Cloud Computing, Sales Process, Sales, Product Management, General Awesomeness, Accounting, Professional Services..., CRM, Force.com
Education
Simmons College
BA, Finance
Alisal Union Elementary School District May 2014 - Present
Blue Coat Systems July 2011 - May 2014
State Street March 2008 - September 2008
State Street March 2006 - March 2008
Skills
Excel, Oracle Discoverer, Siebel, Purisma, Hoovers, Oracle E-Business Suite, Oracle Reports, Annual Reports, Month End Close, Monthly Close, Monthly Closing, Microsoft Excel, Financial Modeling, Lead Generation, CRM, Salesforce.com, Corporate Finance, Oracle, Financial Reporting, Budgets, Financial Forecasting, Analytics, Financial Analysis, Forecasting, Executive Management, Finance, Enterprise Software, Fixed Income
Education
Santa Clara University - Leavey School of Business 2008 — 2010
MBA, Finance
University of California, Irvine 2000 — 2005
Bachelor of Arts, Social Science
Zenar Financial Corporation September 2007 - Present
State Street 1999 - 2007
Skills
Residential Mortgages, Home Equity Lines of..., Home Equity Loans, Second Mortgages, Funding, Debt Consolidation, Refinance, Mortgage Underwriting, Commercial Mortgages, Certified Mortgage..., Mortgage Lending, Credit, Construction Loans, Rates, Loans, Commercial Lending, Real Estate Financing, Mortgage Marketing
Education
University of Toronto - Victoria University 1991 — 1995
History, Canadian and British History
Seneca College of Applied Arts and Technology
American Securities September 2014 - Present
Arlon Group July 2012 - September 2014
State Street May 2007 - June 2012
Palmeri Fund Administrators May 1999 - April 2007
Western World Insurance Group 1995 - 1998
Coopers & Lybrand August 1990 - June 1994
Skills
Private Equity, Fund Administration, Finance, Fund Of Funds, Accounting, Fund Accounting, Investments, Financial Services, Financial Analysis, CPA, Venture Capital, Financial Reporting, Securities, Capital Markets, Fixed Income, Bloomberg
Education
Seton Hall University 1995 — 1999
MBA, Finance
University of Scranton 1986 — 1990
BS, Accounting
SPS Commerce June 2015 - Present
SPS Commerce October 2014 - June 2015
Ally Financial Inc. July 2013 - October 2014
The Minnesota Daily September 2011 - May 2013
State Street June 2012 - August 2012
North Star Resource Group June 2011 - August 2011
Shriner’s Hospital March 2011 - May 2011
Skills
Bankruptcy, Social Media, Microsoft Office, Portfolio Management, Advertising, Customer Service, Microsoft Excel, Time Management, Project Management, Financial Analysis, Analysis, Software Documentation, Leadership, Outlook, PowerPoint, Training
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts, Economics, 3.49
Seton Hall University 2008 — 2010
Accounting, 3.83
Loomis, Sayles & Co. August 2006 - Present
Compton Consulting August 2005 - August 2006
Arnold Worldwide 2004 - 2005
State Street August 1999 - August 2003
Skills
Corporate Communications, Equities, Media Relations, Financial Services, Fixed Income, Mutual Funds, Asset Management, Internal Communications, Hedge Funds, Alternative Investments, Crisis Communications, Social Media, Asset Allocation, Editing, Investments, Investment Management, Digital Media, Strategic Communications, Event Management, Trading, Equity Research, Press Releases, Public Relations, Securities, Financial Markets, ETFs, Portfolio Management, Social Media Marketing, Event Planning, Due Diligence, Management, Investor Relations, Valuation
Education
Skidmore College 1995 — 1999
State Street October 2005 - Present
UBS Wealth Management February 2004 - October 2005
CMS Companies 2000 - 2003
Skills
Financial Services, Bloomberg, Account Reconciliation, Cash Management, Mutual Funds, Private Equity, Hedge Funds, Fund Administration, Fund Accounting, Financial Accounting, Bookkeeping, Supervising, General Ledger, Hedge Accounting, Fund Of Funds, Accounting
Education
Seton Hall University 1991 — 1995
BS, Accounting
State Street February 2014 - Present
State Street December 2012 - February 2014
BOOM! Marketing September 2010 - December 2012
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
Bachelor of Commerce (B.Com.), Accounting
Seneca College of Applied Arts and Technology 2006 — 2009
Ontario College Advanced Diploma, Accounting and Finance
San Jose State University 2004 — 2005
Accounting
State Street June 2015 - Present
Skidmore College September 2013 - May 2015
Webb's Pro Fitness July 2008 - May 2015
Jakes Seafood Co April 2014 - September 2014
Skills
SAS Programming, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Higher Education, Editing, Facebook, Spanish, Event Planning, Exercise Physiology, Social Networking, Prezi
Education
Skidmore College 2011 — 2016
Business Administration and Management, General
Norwell High School 2007 — 2011
Honors
Citizens Commercial Banking May 2015 - Present
Diane Ripstein Consulting July 2015 - Present
State Street September 2014 - May 2015
Corriveu Routhier May 2013 - May 2014
Macy's April 2013 - May 2014
Management Recruiters Inc – The Boston Group January 2014 - April 2014
World Affairs Council of New Hampshire September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Teamwork, Social Media, Research, Outlook, Event Planning, Team Leadership, Time Management, Access, Photoshop, Leadership, Sales, Marketing, Facebook, Social Networking, Social Media Marketing
Education
Southern New Hampshire University 2012 — 2014
Bachelor of Business Studies. Psychology Minor, Business Studies/ Business Administration, Psychology
Santa Monica College 2010 — 2012
Business Administration and Management, General
San Gabriel Mission High School 2008 — 2010
3.8
Nguyen Thi Minh Khai 2008 — 2008
Pier 1 Imports July 2015 - Present
Freelancing June 2015 - Present
Association for Women in Communications May 2015 - Present
Tidewater Research March 2015 - April 2015
State Street September 2014 - February 2015
American Well May 2014 - May 2014
Simmons College September 2010 - May 2014
Simmons College Disability Services February 2014 - April 2014
Tutors for All January 2014 - April 2014
Simmons College January 2014 - April 2014
Skills
iMovie, Facebook, Social Media, Public Relations, Press Releases, InDesign, Photoshop, Event Planning, Editing, Creative Writing, Journalism, Blogging, Public Speaking, Adobe Creative Suite, Social Media Marketing, Microsoft Office, iDVD, Adobe Ilustrator, Twitter, Hootsuite, Instagram, YouTube, Bookkeeping, Pinterest, Data Processing, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Google+, Blogger, iNotes, Social Networking
Education
Simmons College 2010 — 2014
Bachelor of Arts (B.A.), Public Relations and Marketing Communications
Wakefield Memorial High School 2006 — 2010
High School Diploma
Putnam Investments November 2012 - December 2012
Cognizant Technology Solutions July 2011 - December 2012
BNY Mellon July 2011 - November 2012
Fidelity Investments November 2010 - July 2011
Syntel October 2005 - October 2010
State Street May 2009 - April 2010
State Street November 2008 - May 2009
Guitar Center August 2008 - October 2008
Belk June 2008 - July 2008
Target July 2007 - March 2008
Skills
Java Enterprise Edition, Spring, Hibernate, Struts, PL/SQL, Websphere, Web Applications, Ant, Maven, SDLC, SQL, Agile Methodologies, DB2, SOA, XML, Web Services, JSP, WebSphere Application..., Weblogic, Tomcat, Unix Shell Scripting, Requirements Gathering, Unix, JavaScript, Servlets, AJAX, jQuery, Eclipse, Visio, JMS, Oracle, Java, Requirements Analysis, Perl
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2004
MSc, Information Technology
Utkal University 1998 — 2001
BSc, Mathematics
State Street June 2015 - Present
John Hancock Financial Services October 2012 - June 2015
John Hancock Life Insurance Company (U.S.A.) November 2011 - November 2012
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) November 2009 - April 2010
John Hancock Financial Services October 2008 - November 2009
John Hancock Financial Services December 2007 - October 2008
John Hancock Financial Services November 2006 - December 2007
Seton Hall University June 2006 - June 2007
Skills
Microsoft Excel, Employee Benefits, Pensions, Series 63, Asset Allocation, Mutual Funds, Securities, Insurance, Lotus Notes, Retirement Planning, Series 6, Investments, Fixed Annuities, Wealth Management, Management, Strategy, Retirement, Financial Services, Process Improvement
Education
Seton Hall University 2004 — 2007
Masters of Art, International Diplomacy
Wheaton College (MA) 1999 — 2003
B.A., International Relations/Legal Studies
State Street December 2013 - Present
Green Living Projects / LEED Formación 2011 - 2011
Blue Springs School District 2010 - 2011
Convergys October 2008 - June 2009
Nike March 2006 - March 2008
Skills
Strategic Planning, Project Management, Microsoft Office, Editing, Market Research, PowerPoint, Leadership, Customer Service, Business Development, Sales, Spanish, Event Planning, Social Networking, Retail, Time Management, Team Leadership, Marketing, Outlook, Teamwork, Social Media Marketing, Data Analysis, Merchandising, Social Media, Coaching, Team Building, Project Planning, Analysis, Training, Public Relations, Microsoft Word
Education
University of Phoenix
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2012
BS, Global Business Management
Southern Illinois University, Edwardsville 2005 — 2007
International Business
State Street June 2012 - Present
SGGG Fund Services Inc. June 2007 - June 2012
Skills
Fund Administration, Bloomberg, Mutual Funds, Financial Statements, Financial Reporting, Financial Analysis, Account Reconciliation, Securities, Accounting, Financial Accounting, Fund Accounting, Fund Services, NAV, Tax
Education
Seneca College of Applied Arts and Technology 1996 — 1998
Accounting
University of Toronto 1994 — 1996
Bachelor of Arts (BA)
State Street September 2002 - Present
Gap Inc./Gap Inc. Direct 1999 - 2001
Skills
Financial Analysis, Forecasting, Budget Forecasts, Financial Projection, Client Billing, Accounts Receivable, Oracle General Ledger, G/L Reconciliations, P&L reconciliation, Revenue Analysis, Organization, Highly detail oriented, Expenses, Accruals, Headcount Reporting, Analytic Reporting, Microsoft Excel, Computer-savvy, Achieving Results, Essbase, Corporate FP&A, Finance
Education
University of Phoenix 2006 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General
Sierra College
Associate of Science (A.S.), Computer and Information Sciences and Support Services
L.L.Bean April 2013 - Present
TD Bank January 2011 - April 2013
CNSI November 2008 - December 2010
State Street March 2008 - November 2008
CNSI October 2007 - March 2008
Accenture December 2006 - October 2007
HSBC GLT Pune April 2005 - December 2006
Maples ESM Technologies (MapOptis) October 2004 - February 2005
kamud Bulk Drug Manufacturing August 2001 - July 2002
Skills
ETL, Datastage, Data Warehousing, Data Modeling, DB2, OLAP, Unix Shell Scripting, SDLC, Oracle, Business Intelligence, Requirements Gathering, Requirements Analysis, SQL, Perl, Mainframe, JCL, COBOL, CICS, Informatica, Control-M, Autosys
Education
Shivaji University 1997 — 2001
BE, Chemical
Shivaji University 2002 — 2004
MBA, IT
Citi December 2005 - Present
State Street August 2002 - December 2005
Skills
Bloomberg, Bloomberg Terminal, Bloomberg Data License, Reuters, Reuters 3000, Microsoft Excel, Visual Basic, Microsoft Word, Outlook, MPower, Crystal Reports, MCH, Pricing, Pricing Research, Equity Research, Equity Valuation, Fixed Income Analysis, Equity Derivatives, Team-oriented, Leadership, Lean Management, Supervisory Experience, Fund Accounting, Fund Administration, Pension Funds, Dedicated Professional, Bonds, Hedge Funds, Portfolio Management, Risk Management, Securities, Equities, Financial Analysis, Investments, Valuation, Mutual Funds
Education
Sheridan College 1998 — 2001
Accounting and Finance
Carboline Company October 2014 - Present
Sunset Transportation June 2014 - October 2014
Sunset Transportation July 2013 - June 2014
State Street June 2012 - August 2012
Dungarees LLC/Liberty Safe August 2008 - March 2011
Skills
Logistics, Supply Chain Operations, Transportation, Truckload, Marketing, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, SharePoint, Customer Service
Education
Southeast Missouri State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Capital One January 2015 - Present
JP Morgan Chase January 2011 - December 2014
State Street July 2010 - December 2010
Wallstreet Systems May 2008 - July 2010
Harlequin Solutions September 2005 - May 2008
Harlequin Solutions August 2004 - September 2005
Skills
Presentations, Problem Solving, Project Management, Microsoft Excel, Microsoft Word, Pre-Sales Consulting, Microsoft Office, Unix, Perl, Shell Scripting, Performance Monitoring, Financials, Banking, Investment Banking, Systems Monitoring, Tivoli, Wily Introscope, OEM, Oracle SQL, PL/SQL, IT Service Management, Oracle, Data Center, Software Documentation, ITIL, Management, Disaster Recovery, Business Analysis
Education
Shivaji University 1998 — 2003
B.E., Electronics
Omers Private Equity September 2015 - Present
Kensington Capital Partners Limited: Smart Alternatives February 2015 - August 2015
EdgeStone Capital Partners January 2013 - December 2014
Citco Fund Services September 2010 - January 2013
State Street September 2007 - September 2009
Robert B. Somerville Co. Limited April 2006 - August 2006
Ontario Ministry of Finance April 2004 - August 2005
Skills
Hedge Funds, Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Mutual Funds, Hedge Accounting, Fund Accounting, PowerPoint, Customer Service, Team Leadership, Economics, Fund Of Funds, Fund Administration, Pension Funds, Tax Accounting, Corporate Communications, MS Excel Pivot Tables, Excel Pivot, Microsoft Word, SAP, SAS, Derivatives, FX Options, Forwards, FX Derivatives, Compliance, Investor Relations, Budget, Forecasting, Efficiency, Fast Learner, Adaptability, Accounting, Asset Managment, Program Management, Team Building, Coaching, Teaching, Government, Microsoft Dynamics, Corporate Actions, Asset Management
Education
University of Toronto 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seneca College of Applied Arts and Technology 2009 — 2010
Ontario College Graduate Certificate, Accounting
Varden Pacific LLC May 2013 - Present
Standard Pacific Capital April 2012 - May 2013
Citco Fund Services September 2010 - March 2012
Citco Fund Services September 2008 - September 2010
State Street August 2007 - September 2008
Paul Financial 2005 - 2007
Skills
Account Reconciliation, Hedge Funds, Trading, Fixed Income, Fund Accounting, Portfolio Management, Underwriting, Financial Modeling, Investments, Securities, Finance, Derivatives, Accounting, Mutual Funds, Analysis, Financial Analysis
Education
Sonoma State University 2001 — 2005
BS, Finance Major and Economics Minnor
Marin Catholic High School
State Street November 2013 - Present
State Street March 2011 - November 2013
State Street May 2010 - February 2011
State Street July 2008 - May 2010
Jonathan's Jewelers December 2004 - December 2009
Skills
Mutual Funds, Bloomberg, Fund Accounting, Pricing, Client Services, Writing Skills, Managerial Experience, Communication Skills, Financial Services, Client Relations Skills, Management, Team Leadership, Microsoft Excel, Securities, Accounting, Derivatives, Fixed Income, Fund Administration
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelor of Science
BlackRock May 2014 - Present
BlackRock August 2011 - May 2014
State Street August 2010 - July 2011
Bank of America/Merrill Lynch March 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Equities, Series 7, Asset Management, Securities
Education
Seton Hall University 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 2005 — 2009
Bachelor of Science, Business Finance; Economics
Fidelity Investments October 2011 - Present
Fidelity Investments August 2010 - October 2011
State Street January 2007 - August 2010
Putnam Investments 2005 - January 2007
Putnam Investments 2004 - 2005
Skills
Access, Excel, Customer Relations, Word, Fixed Income, Process Improvement, Financial Services, Securities, Strategic Planning, Data Analysis, Project Management, Management, Outlook, Analysis, Business Analysis, PowerPoint, Leadership, Accounting, Microsoft Office, Microsoft Word, Business Development, Risk Management, Time Management, Microsoft Excel
Education
Southern New Hampshire University 2011 — 2014
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
B.S., Business Administration with a Concentration in Finance
North Berkeley Investment Partners July 2013 - Present
North Berkeley Investment Partners April 2011 - July 2013
State Street August 2009 - April 2011
Education
University of California, Berkeley 2011 — 2014
Personal Financial Planning program
Santa Clara University - Leavey School of Business 2005 — 2009
BSC, Finance and International Business
Syracuse University in Florence 2007 — 2007
Italian and International Business
De La Salle High School
PNC Global Investment Servicing November 2004 - 2009
State Street 1985 - 2004
Skills
Mutual Funds, Financial Services, Business Development, Relationship Management, Strategy, Sales, Marketing, Strategic Planning, Portfolio Management, Equities, Management, Risk Management, Securities
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
Trinity College-Hartford 1970 — 1974
BA
Hawkins Point Partners March 2015 - Present
EMC Consulting 2010 - 2015
PlumChoice Online PC Services August 2009 - June 2010
State Street February 2002 - March 2009
Investors Bank & Trust (IBT) February 2002 - July 2007
Veridiem 2000 - 2002
IBM Global Services 1999 - 2000
Edgewater Technology 1997 - 1999
Fidelity Investments February 1994 - October 1997
Pyramid Technology Corporation January 1992 - February 1994
Skills
IT Strategy, SDLC, Integration, Enterprise Architecture, Agile Methodologies, Solution Architecture, Cloud Computing, IT Management, Software Development, SaaS, Enterprise Software, Data Center, Business Analysis, SOA, Unix, Program Management, CRM
Education
San Jose State University 1977 — 1981
BA, Music Composition
NetCracker May 2014 - Present
Charles River Development March 2013 - May 2014
Charles River Development May 2008 - March 2013
State Street July 2007 - May 2008
Investors Bank & Trust August 2006 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2000 - August 2002
Skills
Contract Negotiation, Licensing Negotiations, Legal Counseling, Business Strategy, Licensed Real Estate..., Strategy, Licensing, Privacy Law, Analysis
Education
Suffolk University - Sawyer School of Management 2005 — 2006
MBA
Suffolk University Law School 2002 — 2005
JD
Skidmore College 1996 — 2000
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
State Street October 2014 - Present
State Street March 2012 - October 2014
State Street October 2011 - February 2012
State Street August 2010 - September 2011
State Street July 2004 - July 2010
Computer Sciences Corporation December 1993 - January 2004
Education
Smith College 1988 — 1992
West High School
Cloudera August 2011 - September 2013
State Street September 2009 - April 2011
Adobe Systems March 2008 - August 2009
Borland Software Corp. March 2003 - June 2007
Borland Software Corp. November 2001 - March 2003
Skills
Eclipse, Software Development, Java, Test Automation, Python, JUnit
Education
San Jose State University
Master, Software Engineering
San Jose State University
Bachelor, Computer Science
Wells Fargo 2000 - Present
Charles Schwab 1997 - 2000
State Street 1994 - 1997
Education
San Francisco State University, College of Business 1988 — 1993
State Street 1981 - 2013
Fidelity Investments, John Hancock Funds, PNC / PFPC, etc. 1988 - 2006
Skills
Vendor Management, Software Project..., Technical Recruiting, CRM, Oracle, Process Improvement, Management, Recruiting, Resource Management, Project Management, Business Intelligence, Applicant Tracking..., Consulting, Financial Services, Leadership, Information Technology, Program Management, Outsourcing, Change Management, Agile Methodologies, Staffing Services, SDLC
Education
Siena College
Degree BS Marketing
FabMartha June 2003 - Present
State Street June 2007 - September 2007
Riptide Consulting July 2005 - March 2006
Guardent March 2003 - August 2003
Boston Business Technologies February 2002 - March 2003
Exodus Communications 1995 - 2002
Business Technologies 1995 - 2001
Electronic Data Systems (EDS) 1989 - 1993
Skills
Project Management, Program Management, Unix, Business Analysis, Quality Assurance, Security, Product Management, Business Intelligence, Training, Vendor Management, IT Management, Management, SDLC, Start-ups, Integration, Cloud Computing
Education
North Bennet Street School 1900 — 2012
Jewelry Making and Repair
Smith College 1985 — 1988
State Street July 2008 - Present
UBS AG November 1997 - July 2008
General Electric February 1994 - October 1997
Prudential Relocation July 1991 - January 1994
Travelers Relocation 1989 - 1990
Education
Southern Connecticut State University 1984 — 1988
B.S., Communications
State Street December 2012 - Present
JPMorgan Chase October 2009 - December 2012
JPMorgan Chase July 2009 - October 2009
State Street Bank May 2007 - February 2009
State Street Bank August 2005 - May 2007
State Street Bank June 2002 - August 2005
State Street Bank July 2001 - June 2002
State Street Bank July 1999 - July 2001
State Street Bank July 1998 - July 1999
State Street Bank October 1997 - July 1998
Skills
Financial Reporting, Bloomberg, Microsoft Word, Mutual Funds, Fund Accounting, Derivatives, Accounting, Equities, Investments, Financial Services, Fixed Income, Securities, Financial Risk, Portfolio Management, Finance, Leadership, Auditing, Analysis, Settlement, Fund Administration, Internal Controls, Hedge Funds, Corporate Actions, Process Improvement, Alternative Investments, Internal Audit, Bonds, Middle Office, Asset Management
Education
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), Economics & Government
Citi September 2013 - Present
Credit Suisse July 2012 - August 2013
NYSE Euronext May 2011 - June 2012
JPMorgan Chase June 2010 - March 2011
State Street January 2008 - May 2010
UBS Investment Bank September 2007 - October 2007
Skills
Equities, Business Analysis, SDLC, Trading, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process..., Vendor Management, Data Analysis, SQL, Project Management, Business Intelligence
Education
New York Institute of Technology, Manhattan 2005 — 2006
MBA, Finance
Sardar Patel University 2001 — 2004
BBA, Finance/HR
Baroda High School 1990 — 2000
High School Grad, Physical Sciences
State Street July 2004 - Present
Education
Skidmore College 1997 — 2001
State Street September 2011 - December 2013
State Street April 2009 - September 2011
State Street February 2007 - April 2009
Skills
Mutual Funds, Securities, Fixed Income, Investments, Equities, Financial Services, Asset Management, Derivatives, Portfolio Management, FTSE 100, Valuation, Futures Trading, Cash Management, Performance Benchmarking, Project Management, Team Leadership, Team Management, BlackRock Aladdin, Bloomberg
Education
San Jose State University 2000 — 2004
MIT Sloan Master of Finance Program May 2015 - Present
West Financial Services August 2008 - April 2015
West Financial Services March 2007 - August 2008
State Street June 2005 - December 2006
U.S. Department of Labor January 2005 - June 2005
Skills
Asset Allocation, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Asset Management, Equities, Financial Services, Investment Management, Bloomberg, Financial Modeling, Financial Analysis, Alternative Investments, Wealth Management, Valuation, Equity Research, Investment Advisory, Capital Markets, ETFs, Performance Analysis, Performance Measurement, Performance Attribution
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Simmons College 2003 — 2005
Bachelor's degree, Marketing with an Economics minor
BNY Mellon Wealth Management March 2011 - Present
BNY Mellon Wealth Management 2002 - Present
Mellon Private Wealth Management March 1996 - September 2002
State Street August 1994 - December 1995
Skills
Equities, Investments, Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Securities, Wealth Management, Leadership, Asset Managment, Asset Allocation, Bloomberg, Alternative Investments, Private Banking, Investment Management, Hedge Funds, Capital Markets, Investment Strategies, Series 7, Derivatives, Bonds, Financial Services, Financial Markets, Trading, Wealth Management..., Investment Banking, Investment Advisory, Relationship Management, Equity Trading, Strategic Financial..., Options, Private Equity, Valuation, Financial Modeling, Equity Research, Financial Advisory, Series 63, Life Insurance, Trusts
Education
Seattle University 1999 — 2002
Masters, Business Administration
Syracuse University 1990 — 1994
Bachelor of Science, Political Science
State Street 2008 - Present
JPMorgan Chase 2006 - 2008
Skills
Financial Analysis, Bloomberg, Financial Reporting, Accounting, Account Reconciliation, Banking, Finance, Financial Risk, Financial Services, Credit Risk, Process Improvement
Education
Simmons College 2001 — 2006
Bachelor of Science (B.S.), Management
Boston Latin Academy
American Infrastructure MLP Funds June 2014 - June 2015
American Infrastructure Funds, LLC June 2011 - June 2014
Cambridge Associates LLC June 2008 - June 2011
State Street June 2005 - May 2008
Leading Resources Inc 2003 - 2005
Skills
Private Equity, Financial Modeling, Equities, Investments, Microsoft Office, PowerPoint, Hedge Funds, Microsoft Excel, Due Diligence, Bloomberg, Customer Service, Alternative Investments, Valuation, Financial Analysis
Education
Santa Clara University 2015 — 2015
Certificate in Advanced Accounting Proficiency (CAAP), Accounting
Antioch High School
University of California, Davis
State Street 2010 - Present
Xambala November 2008 - June 2010
University of Florida April 2005 - November 2008
University of Florida May 2006 - August 2007
Education
University of Florida 2004 — 2008
Ph.D., Statistics
University of Florida 2004 — 2006
Masters, Statistics
Shanghai Jiao Tong University
State Street March 2015 - Present
Arbella Insurance Group November 2013 - March 2015
Alliance Data April 2012 - November 2013
University of Illinois at Urbana-Champaign August 2006 - April 2012
Skills
Matlab, R, SAS, Statistics, Statistical Modeling, C++, Operations Research, Mathematical Modeling, Predictive Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2011
PhD, Industrial & Enterprise Systems Engineering
University of Illinois at Urbana-Champaign 2009 — 2010
MS, Statistics
Shanghai Jiao Tong University 2003 — 2006
MS, Management Science & Engineering
State Street 2006 - Present
State Street 1993 - 2006
Siemens 1992 - 1993
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Investments, Banking, Securities, Derivatives, Bloomberg, Hedge Funds, Risk Management, Credit, Capital Markets, Alternative Investments, Portfolio Management, Asset Management
Education
Southern Methodist University 1985 — 1989
Bachelor of Business Administration (BBA), Bachelor of Arts (BA), Marketing, Public Relations
State Street December 1995 - Present
SunGard 1994 - 1996
DML 1982 - 1994
National Bank of North America 1980 - 1982
Skills
Securities Lending, Execution Management, Fixed Income, Collateral Management, Equities, Securities, Hedge Funds, Middle Office, Prime Brokerage, Corporate Actions
Education
Seton Hall University 1976 — 1980
BSBA, Business
Baker Newman Noyes July 2011 - Present
State Street May 2008 - August 2011
State Street May 2006 - May 2008
Education
Southern New Hampshire University 2006 — 2011
Master of Science, Accounting
Southern New Hampshire University 2005 — 2006
Graduate Certificate, Forensic Accounting and Fraud Investigation
Southern New Hampshire University 2001 — 2005
Bachelors of Science, Accounting/Finance
State Street September 2007 - Present
Skills
Bloomberg, Equities, Fixed Income, Middle Office
Education
Shippensburg University of Pennsylvania 1989 — 1993
AIG January 2014 - Present
Prudential Financial January 2011 - December 2013
AIG January 2010 - January 2011
State Street June 1999 - July 2009
AIG October 1997 - June 1999
Depository Trust Company 1996 - 1997
Fred Alger Management November 1992 - May 1996
Education
Seton Hall University 1986 — 1990
BA, Communications
Long Short Advisors March 2015 - Present
Ironwood Investment Management, LLC July 2009 - February 2015
J.L. Kaplan Assoc. September 1992 - May 2009
State Street June 1990 - September 1992
Skills
Equities, Fixed Income, Investments, Asset Allocation, Equity Research, Investment Strategies, Mutual Funds, Institutional..., Asset Management, Portfolio Management, Securities, Investment Management
Education
Skidmore College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management
CFA Institute
CFA
State Street 2005 - 2011
Franco Manufacturing Co., inc. 1995 - 2005
General Instrument Corp. 1993 - 1995
Revlon 1988 - 1993
Federated Department Stores 1987 - 1988
Deloitte, Haskins & Sells 1984 - 1987
Skills
Fund Accounting, Audit, Accounting, Financial Accounting, Reconciliation, General Ledger, Cash Management, Variance Analysis, Financial Analysis, Forecasting, Internal Controls, Compliance, GAAP, Mutual Funds, Budgeting, Excel, Reconciliations, External Audit, Auditing, Account Reconciliation, Microsoft Excel, Teamwork, Tax, Internal Audit, Process Improvement, Financial Statements, US GAAP, Financial Reporting, Accruals, Budgets
Education
Seton Hall University
Bachelor's degree, Accounting and Finance
State Street March 2015 - Present
Green Street Law Group September 2014 - March 2015
Pelletreau, Alderson, and Cabral Law Firm June 2014 - March 2015
NorCal Active Nutrition January 2013 - May 2014
Wireless Stores September 2012 - June 2013
O'Neil & Rueppel, LLP July 2011 - August 2011
Pelletreau, Alderson, and Cabral Law Firm June 2006 - August 2010
Yes! on Equality December 2008 - March 2009
Habitat for Humanity Davis August 2007 - May 2008
C&G Wireless Communications March 2006 - June 2007
Skills
Legal Research, Non-profits, Legal Writing, Westlaw, Community Outreach, Public Speaking, Editing, Research, Fundraising, Event Planning, Grant Writing, Social Media, Cellular Communications, Sales Management, Nonprofits, Leadership, Facebook, Social Media Marketing, Management, Litigation, Microsoft Office, LexisNexis, Marketing
Education
University of San Francisco School of Law 2009 — 2012
Juris Doctor (J.D.)
University of California, Davis 2007 — 2009
BA, Philosophy, History
Sierra College 2005 — 2007
Philosophy
Nevada Union High School 2001 — 2005
Degree: High School Diploma
Harrison St. Studios 2008 - Present
Boston College 2000 - Present
NAMI MA 2008 - 2013
PFPC 2005 - 2005
State Street 1994 - 2005
The Thomson Corporation 1990 - 1994
Fidelity Investments 1985 - 1990
Skills
Art, Treatment, Sales, Art History, Grant Writing, Visual Arts, Fine Art, Teaching, Nonprofits, Art Education, Community Outreach, Research, Arts Administration, Museums, Non-profits, Program Development, Photography, Contemporary Art, Digital Photography, Editing, Painting, Public Speaking, Fundraising, Volunteer Management, Microsoft Word, Event Planning, Microsoft Office, Mental Health, Curriculum Development, Curating, Grants
Education
School of the Museum of Fine Arts 2006 — 2008
Studio Diploma, Painting
Suffolk University - Sawyer School of Management 1980 — 1981
MBA
MCG Partners February 2014 - Present
Learning Dynamics January 2014 - Present
Heather E Wood and Associates July 2013 - Present
Brown Brothers Harriman January 2008 - March 2013
Idenix Pharmaceuticals May 2006 - January 2008
Fidelity Investments March 1998 - April 2006
DST Belvedere March 1995 - June 1997
National Computer Systems March 1992 - March 1995
State Street June 1986 - March 1992
Skills
Performance Management, Change Management, Talent Management, Financial Services, Coaching, Workshop Facilitation, 360 Feedback, Employee Engagement, Program Management, Onboarding, Project Management, Team Building..., Leadership Development, Management Consulting, Blended Learning, Career Development, Leadership, Management, Team Building, Human Resources, Organizational..., Organizational..., Succession Planning, Executive Coaching
Education
iPEC 2012 — 2012
Certified Professional Coach, Leadership & Life Coaching
Simmons College 1982 — 1986
BA, Finance/Economics
State Street June 2008 - Present
State Street Bank January 2007 - June 2008
Skills
Global Custody, Product Management, Leadership, Securities, Strategy, Investments, Equities, Outsourcing, Business Analysis, Financial Services, Alternative Investments, Mutual Funds, Fixed Income, Risk Management, Financial Markets, Fund Accounting, Bloomberg, Financial Risk, Banking, Corporate Actions
Education
University of New England 1977 — 1981
BS, Business
Simmons College - Simmons School of Management
BNY Mellon December 2013 - Present
DTCC 2010 - 2011
State Street April 2008 - February 2009
GlobeOp Financial Services July 2006 - April 2008
Citigroup 2000 - 2004
Education
Siena College 1990 — 2000
Siena College 1995 — 1999
Bachelor of Science in Marketing and Management, Concentration in Finance
Siena College 1994 — 1999
State Street Vice PresidentState Street Bank2008 - Present
Fleet Bank 2001 - 2003
Skills
Equities, Fixed Income, Mutual Funds, Financial Analysis, Capital Markets, Bloomberg, Securities, Derivatives, Risk Management, Alternative Investments, Financial Services, Hedge Funds, Portfolio Management, Credit Risk, Credit, Enterprise Risk...
Education
Smith College 1985 — 1989
BA, Economics
PwC January 2014 - Present
Experian July 2005 - January 2014
Citi December 2003 - June 2005
PSI Data Systems 1999 - 2005
GE Capital March 2003 - December 2003
XLGLOBAL CAPITAL CORPORATION (XLCC) August 2001 - March 2003
State Street August 2000 - August 2001
Skills
Web Services, Agile Methodologies, SOA, Software Project..., Software Development, Java Enterprise Edition, Enterprise Architecture, Weblogic, DB2, Business Intelligence, Spring, SDLC, Hibernate, XML, Data Warehousing, Databases, Scrum, Security, Linux, Requirements Analysis, Unix, Java, Tomcat, Solution Architecture, Architectures, Servlets, Eclipse, Oracle, JBoss Application Server, JSP, Solaris, JDBC
Education
Sathyabama University 1993 — 1997
BE, Computer Science
Bank of New York Mellon Project ManagementBNY Mellon2002 - Present
State Street 1970 - 1993
Skills
Global Custody, Financial Services, SDLC, Fixed Income, Equities, Securities, Risk Management, Product Management, Business Analysis, Mutual Funds, Requirements Analysis, Portfolio Management
Education
Simmons College 1983 — 1985
BS, Business
Suffolk University - Sawyer Business School
MBA
EY May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) November 2010 - June 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - November 2010
State Street July 2007 - August 2010
Skills
Event Planning, Event Management, Advertising, Marketing, Fundraising, Social Media Marketing, Website Development, Meeting Planning, Program Management, Corporate Social..., Grant Coordination, Microsoft Office, Executive Support, Client Service Oriented, Financial Reporting, Fund Accounting, Nonprofits, Client Services, Project Management, Social Media, Management, Financial Services, Mutual Funds, Investments
Education
Simmons College 2004 — 2007
Bachelor of Arts, Public Relations & Marketing Communications
Eaton Vance October 2007 - Present
Eaton Vance October 2007 - Present
US Trust May 2005 - October 2007
State Street November 1987 - April 2005
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Alternative Investments, Mutual Funds, Investment Management, Fixed Income, Investment Strategies, Risk Management, Securities
Education
CFA Institute 1989 — 1991
1991, CFA
Simmons College - Simmons School of Management 1980 — 1981
MBA
Skidmore College
Segal Rogerscasey April 2013 - Present
Segal Rogerscasey October 2007 - April 2013
State Street April 2007 - October 2007
JPMorgan Chase & Co. September 2006 - April 2007
Skills
Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Alternative Investments
Education
Seattle Pacific University 2002 — 2006
Bachelor's Degree, Business Administration with a concentration in Finance, 3.2 GPA
State Street March 2015 - Present
Skills
Fixed Income, Equities, Bloomberg, Mergers, Mutual Funds, Mergers & Acquisitions, Financial Services, Capital Markets, Corporate Finance, Due Diligence, Investments, Asset Management
Education
Skidmore College 2007 — 2011
B.A.
Brookline High School 2003 — 2007
State Street September 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
JPMorgan Chase June 2008 - March 2013
BNY Mellon June 2006 - June 2008
Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML
Education
Seton Hall University 2003 — 2006
BS, Criminal Justice and Corrections
McGill University 1996 - Present
State Street 2007 - 2008
Freddie Mac 2002 - 2003
Southern Methodist University 1995 - 1996
University of Saskatchewan 1989 - 1995
University of Saskatchewan 1985 - 1989
Skills
Portfolio Management, Economics, Bloomberg, Financial Modeling, Finance, Corporate Finance, Econometrics, Valuation, Quantitative Analytics, Data Analysis, Financial Analysis, Microsoft Office, Macroeconomics, Statistics
Education
Simon Fraser University 1981 — 1986
Ph.D., Financial Economics
University of Waterloo 1980 — 1981
MA, Economics
State Street October 2014 - Present
Strategic Fund Services August 2010 - October 2014
PNY Technologies June 2008 - August 2009
Skills
Tax, Excel, Accounting, Word, Financial Reporting, QuickBooks, Microsoft Excel, Forecasting
Education
Seton Hall University 2009 — 2011
MSPA, Accounting
Seton Hall University 2006 — 2010
BSBA, Accounting
State Street February 2011 - Present
SS&C Technologies April 2007 - January 2011
Skills
Bloomberg, Derivatives, Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting, Securities, Valuation, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Diploma with high honour, Accounting and Finance
Kiev University of Civil Engineering
Bachelor, System Engineering
TD May 2014 - Present
CIBC November 2010 - May 2014
407 ETR June 2010 - November 2010
BMO Financial Group January 2009 - June 2010
State Street December 2007 - January 2009
CIBC 2005 - 2007
SAP (Triversity) 2004 - 2005
Toronto Police Service 2000 - 2004
Toronto Police Service 2000 - 2004
Skills
SDLC, Business Analysis, Unix, Requirements Analysis, Requirements Gathering, Agile Methodologies, SOA, Application Architecture, Design Patterns, Data Modeling, UML, Solution Architecture, Software Estimation, Software Design, Enterprise Architecture
Education
K.N.T.U
BEng, Telecommunications
Shahid Beheshti University
Computer Science
Symphony Asset Managment September 2008 - May 2013
State Street June 2006 - May 2008
University of California, Davis September 2004 - June 2006
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investments, Asset Management, Valuation, Investment Management, Derivatives, Securities
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate of Advanced Accounting Proficiency (CAAP)
University of California, Davis 2003 — 2006
Bachelor of Arts (BA), Economics
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2005
Summer BASE Program, Courses: Financial Accounting, Organizational Behavior and Marketing
Fidelity Investments September 2015 - Present
Down East Magazine 2015 - Present
Down East Magazine 1994 - Present
Qteros, Inc. 2006 - 2014
VOmax, Inc. 2005 - 2007
State Street 1997 - 1998
Fidelity Investments 1991 - 1995
Skills
Marketing Strategy, Social Media, Strategic Planning, Nonprofits, Editing, Marketing, Project Management, Leadership, Public Speaking, Entrepreneurship, Financial Analysis, Customer Service, Team Building, Management, Finance, Strategy
Education
Simmons College - Simmons School of Management 1994 — 1997
Master of Business Management (MBA), Business, Management, Marketing, and Related Support Services
University of Maine 1981 — 1986
Bachelor of Arts (B.A.), French and Intl Affaires
IDEXX Laboratories July 2010 - Present
Citigroup 2005 - 2010
I-many August 2000 - August 2005
State Street 1990 - 2000
Education
Simmons College 1983 — 1987
Financial Industry Regulatory Authority May 2012 - Present
MFS Investment Management September 2008 - April 2012
State Street August 2006 - September 2008
Skills
Financial Reporting, Mutual Funds, Financial Analysis, Equities
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2002 — 2006
Resource Economics
State Street January 2004 - December 2010
Sprint Nextel February 2000 - January 2004
Midwest Consulting Group November 1997 - February 2000
Education
Southeastern Oklahoma State University 1976 — 1980
BA, Computer Science / Accounting
State Street 2005 - 2010
State Street 2000 - 2005
State Street 1998 - 2000
State Street 1997 - 1998
Education
Simmons College
BA, Economics and International Relations
State Street October 1997 - December 2008
Mellon Financial January 1995 - June 1997
Boston Safe Deposit and Trust January 1987 - 1995
Education
Simmons College 1980 — 1984
Bachelor of Science, Management
Parasec April 2012 - Present
Accountemps January 2012 - April 2012
Accountemps October 2011 - January 2012
Accountemps September 2011 - October 2011
Accountemps July 2011 - September 2011
Accountemps November 2010 - February 2011
Accountemps September 2010 - October 2010
State Street June 2008 - September 2009
Skills
Excel, Persistent, Reliability, QuickBooks, Invoicing, Accounting, Account Reconciliation, Microsoft Excel, Auditing, Financial Reporting, General Ledger
Education
California State University, Chico
Bachelor of Science, Accounting
Shasta College
AS, Accounting
State Street Independent review of legal documentation including contract review for agents in international markets. Analysis of legal restrictions for corporate action events. Legal research for complex legal issues incuding SEC rulings, UCC, FDIC rules. Oversight of information collection and draft responses for Subpoenas for specific business area. Project management for Global Operations Legal initiatives.Regional Supervisor, Insurance ServicesCambridge Galaher Settlements, Andover
McAdams Enterprises, Small Business Consulting 1995 - 1999
Skills
Legal Research, Analysis, Writing, Problem Solving, Project Coordination, Litigation Support, Staff Training
Education
Bridgewater State University
BS
Simmons College - Simmons School of Management
MBA, Business
State Street May 2011 - Present
BNY Mellon October 2010 - May 2011
State Street Bank March 2008 - September 2010
Skills
Mutual Funds, Financial Services, Equities, Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Financial Analysis, Relationship Management, Securities, Real Estate License, Futures
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's degree, Economics; japanese
Sophia University 2002 — 2003
Study Aboard, Economics; Japenese
Scotiabank August 2015 - Present
Dynamic Funds April 2013 - July 2015
State Street January 2012 - April 2013
Ministry of the Attorney General September 2011 - December 2011
Cunningham LLP January 2011 - May 2011
Skills
Bookkeeping, Income Tax, Excel, Tax Returns, Tax, Accounting, Payroll, Quickbooks, Word, Reconciliation
Education
Seneca College of Applied Arts and Technology 2009 — 2011
Accounting and Finance Diploma, Accounting and Finace
State Street August 2014 - Present
SEI May 2013 - August 2014
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.851