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
Quincy Credit Union December 2005 - Present
Quincy Credit Union July 1997 - December 2005
State Street October 1991 - December 1996
State Street January 1990 - October 1991
Skills
•Windows Server 2012,..., •Windows 7, XP..., •Exchange 2010, 2003, •TCP/IP Network..., •Microsoft Office..., •Symantec Antivirus..., •Avast Antivirus..., •Symantec Backup Exec, •E-Doc Innovations..., •GFI Event Manager,..., •SQL Server 2012, 2008..., Windows Server, Servers, Troubleshooting, Microsoft Exchange, Windows 7, Security, Technical Support, Network Security, Networking, Firewalls
Education
Suffolk University 1985 — 1989
Business Administration and Management, General
State Street June 2014 - Present
Stony Brook University January 2013 - May 2013
Stony Brook University January 2013 - May 2013
Skills
Economics, Statistics, Research, Microsoft Excel, Econometrics, Qualitative Research, Financial Statements, Team Leadership, Strategic Communications, Data Analysis, Analysis, Spanish, Financial Analysis, Finance, Portfolio Management, Public Speaking, Accounting, Teamwork, Financial Reporting, Analytics, Corporate Finance, Investments, Leadership, Time Management
Education
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), Economics/Finance
State Street January 2015 - Present
State Street December 2013 - December 2014
State Street September 2012 - December 2013
The Beacon Hill Institute January 2012 - May 2012
Lobster Boat Restaurant June 2011 - August 2011
Massachusetts Department of Transportation May 2010 - August 2010
Shaw's Supermarkets September 2006 - August 2009
Skills
Microsoft Excel, Statistics, Stata, SPSS, Managerial Finance, Energy Economics, International Economics, Monetary Economics, Corporate Real Estate
Education
Suffolk University 2008 — 2012
Bachelor of Science (BS), Economics, 3.58 (cum laude)
Yelp July 2013 - Present
Bit by Bit August 2012 - May 2013
Spinal Technology Inc June 2009 - July 2012
State Street August 2006 - June 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Sales, Finance, Deal Closure, Pipeline Management
Education
Suffolk University 2003 — 2006
Bachelor of Science (B.S.), Finance
MFS Investment Management September 2013 - Present
State Street May 2012 - September 2013
State Street February 2011 - May 2012
Skills
Bloomberg, Financial Analysis, Mutual Funds, Accounting, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Financial Modeling, Equities
Education
Suffolk University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
Peabody High School
State Street March 2011 - Present
State Street Corporation December 2007 - February 2011
State Street August 2003 - May 2006
Mellon HR Solutions August 2001 - August 2003
Education
Suffolk University 2004 — 2007
Masters of Science
Susquehanna University 1997 — 2001
Bachelor of Arts
Voya Financial August 2014 - Present
Voya May 2013 - August 2014
Institutional Investment Services at ING May 2008 - August 2014
CitiStreet May 2000 - May 2008
State Street May 1989 - May 2000
Skills
Business Analysis, Project Management, Business Process..., Process Improvement, Information Security, Requirements Analysis, Microsoft Office, Analysis, Information Security..., SDLC, Training, Change Management, Vendor Management, Security Awareness, Risk Management, SQL, Software Documentation, Microsoft Excel, Business Continuity, IT Management, Visio, IT Audit, Security
Education
Suffolk University 1988 — 1994
MBA, Management Informatoin Systems
Suffolk University
Master of Business Administration (M.B.A.), Management Information Systems and Services
EventTemps April 2012 - Present
ImprovBoston June 2011 - Present
ImprovBoston March 2010 - Present
State Street November 2014 - April 2015
State Street August 2014 - November 2014
State Street Bank November 2013 - August 2014
State Street April 2013 - November 2013
ImprovBoston April 2012 - January 2013
Harvard Law School June 2010 - November 2011
The New England Institute of Art October 2009 - June 2010
Skills
Event Planning, Editing, Event Management, Social Networking, Blogging, Management, Microsoft Excel, Higher Education, Social Media, Fundraising, Facebook, Customer Service, Microsoft Office, Training, Writing, Creative Writing, Arts Administration, Bartending, Teaching, Copy Editing, Ticket Sales, Staff Supervision, Administrative..., Events, Cash Management, Cash Register, House Management, Ticketing Software, Eventbrite, Petty Cash, Account Management, Catering, Youth Mentoring, Volunteer Management, Photoshop, Auditing, Time Management, Acting, Proofreading, Tumblr, Client Services, Student Affairs, WordPress, OS X, Survey Monkey
Education
Stonehill College 2000 — 2004
Bachelor of Arts, English
Braintree High School 1996 — 2000
U.S. Secret Service September 2002 - Present
State Street June 1999 - September 2002
Union Planters Bank October 1998 - June 1999
Commonwealth of Massachusetts June 1996 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Law Enforcement
Education
Suffolk University - Sawyer Business School 1994 — 1996
Master of Public Administration (MPA)
Suffolk University 1990 — 1993
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Risk Management Professional August 2014 - Present
State Street May 2008 - May 2014
State Street 1990 - 2008
State Street 1989 - 1990
State Street 1987 - 1989
Skills
Risk Management, Financial Reporting, Accounting, Credit Risk, Training, Data Breaches, Root Cause Analysis, Leadership, Interpersonal..., Internal Controls..., Internal Audit, Securities, Internal Controls, Finance, Portfolio Management
Education
Suffolk University
Bachelor's Degree, Business Education
State Street April 2015 - Present
State Street September 2014 - April 2015
Town of Winthrop May 2014 - July 2014
Suffolk University March 2012 - May 2014
Starbucks June 2013 - January 2014
Massachusetts Port Authority August 2012 - December 2012
Massachusetts Port Authority June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Photoshop, Public Speaking, Teamwork, Social Media, English, Windows, HTML, Time Management
Education
Suffolk University 2010 — 2014
Bachelor's degree, Accounting
State Street October 2010 - Present
State Street June 1993 - Present
Skills
Data Center, IT Management, Integration, Fixed Income, Vendor Management, Disaster Recovery, Management, Outsourcing, Process Improvement, Cross-functional Team..., Virtualization, Financial Services, Mergers & Acquisitions, Leadership, Infrastructure, Mergers, Mutual Funds, Strategy, Business Analysis
Education
Suffolk University 1998 — 2000
MBA
University of Massachusetts, Amherst
BS, Resource Economics
Envestnet, Inc December 2013 - Present
New England Futbol Club April 2012 - Present
State Street April 2012 - December 2013
Advanced Data Processing 2011 - 2012
Skills
Financial Analysis, Microsoft Excel, Banking, Fund Accounting, Operational Efficiency, Relation Management, Analytical Research, Forecasting, Fund Services, Relationship Management, Sales Process, Payroll, Direct Sales, Building Relationships, Sales, Excel models, Six Sigma, Salesforce.com, Bloomberg
Education
Stonehill College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Economics
Lake Region High School 2003 — 2007
Sovos Compliance April 2015 - Present
Sovos Compliance July 2014 - April 2015
State Street November 2012 - November 2013
The Ritz-Carlton Hotel Company LLC June 2012 - September 2012
Starbucks August 2011 - February 2012
Metropolitan Boston Real Estate June 2011 - September 2011
The Body Shop May 2010 - March 2011
Skills
Recruiting, Sourcing, Interviews, Behavioral Interviewing, Applicant Tracking..., Talent Acquisition, Talent Management, Human Resources, College Recruiting, Hiring, Strategic Hiring, Social Networking, Customer Service, Time Management, Microsoft Excel, Microsoft Word, Retail, Market Analysis, Online Marketing, Real Estate, Online Advertising, Customer Relations, Team Leadership, Sales
Education
Suffolk University 2009 — 2012
BSBA, Marketing
Wentworth Institute of Technology 2008 — 2009
State Street September 2015 - Present
State Street April 2015 - Present
State Street January 2014 - Present
State Street January 2012 - December 2013
State Street May 2007 - 2011
Skills
Fund Accounting, Mutual Funds, Bloomberg, Financial Analysis, Fund Administration, Equities, Securities, Hedge Funds, Fixed Income, Financial Reporting, Corporate Actions, Financial Services, Risk Management, Asset Management
Education
Suffolk University 2004 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Suffolk University 2003 — 2007
BSBA, management, marketing
Norton High School 1999 — 2003
State Street September 2015 - Present
State Street May 2013 - Present
State Street November 2012 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Teamwork, Outlook, Windows, Accounting, Photoshop, Time Management, Social Networking
Education
Suffolk University 2013 — 2014
MSF - Master of Science in Finance, Finance
Suffolk University - Sawyer School of Management 2009 — 2013
BSBA - Finance, Finance, Marketing, 3.77
Saugus high school
Saugus high school
State Street May 2014 - Present
State Street November 2012 - December 2013
FAIRWAY MARKETS April 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Customer Service, Teamwork, TAXWISE, Bloomberg Terminal, IDC, Finance, Thomson Reuters..., Valuation, Accounting
Education
Suffolk University 2012 — 2015
BSBA, Accounting, Senior
GREENWICH HIGH SCHOOL 2008 — 2012
IBM July 2012 - Present
State Street October 1995 - July 2012
Bradlees 1992 - 1995
Stop & Shop 1978 - 1992
Skills
Database Administration, Oracle SQL, Data Modeling, Unix Shell Scripting, Databases, Database Management, SQL, Database Design, Relational Databases, Perl, Oracle RAC, Database Admin, IMS DB/DC, DB2, Disaster Recovery, Performance Tuning, Oracle, RMAN, Solaris, SQL Tuning, Unix, Data Warehousing, AIX, Operating Systems, Sybase, High Availability, Replication, Data Migration, ETL, Erwin, SQL*Plus, PL/SQL, Shell Scripting, IBM AIX
Education
Suffolk University 1977 — 1978
MBA, Finance/Economics
University of Hartford 1972 — 1977
BS, Economics and Finance
SSGA July 2013 - Present
State Street October 2010 - June 2013
State Street March 2007 - September 2010
Skills
Bloomberg, Investments, Accounting, Financial Services, Financial Analysis, Finance, Fixed Income, Financial Reporting, Valuation, Financial Accounting
Education
Suffolk University 2008 — 2012
Bachelors, Finance
MFS Investment Management May 2013 - Present
State Street 2010 - May 2013
State Street 2007 - 2010
Boston Federal 2003 - 2005
Skills
Financial Services, Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Investments, Global Custody, Financial Markets, Banking
Education
Stonehill College
Bachelor of Science, Business Administration
State Street October 2014 - June 2015
Traxys North America LLC July 2014 - September 2014
Suffolk University March 2014 - March 2014
Halyk Bank June 2012 - July 2012
Kazakhstan Energy Development June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Teamwork, Website Development, Financial Analysis, Capital Budgeting, Financial Forecasting, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Finance
Education
Suffolk University 2015 — 2016
Master of Science (MS), Finance
Suffolk University 2010 — 2014
Bachelor's degree, Global Business & Finance
Tamos Education Physics & Mathematics School 2001 — 2009
High School Diploma, Physics and Mathematics
Pioneer Investments February 2011 - April 2014
State Street March 2009 - January 2011
Skills
Securities, Equities, Finance, Bloomberg, Microsoft Excel, Economics, Derivatives, Investments, Portfolio Management, Trading, Asset Management, Mutual Funds, Fixed Income, Banking, Accounting
Education
Villanova University 2014 — 2015
Masters of Science in Finance (MSF)
Suffolk University 2004 — 2008
BA, Econimics
Santander Bank, N.A. September 2015 - Present
State Street March 2015 - August 2015
State Street November 2012 - March 2015
iProducts Services Group November 2010 - November 2012
iProducts Services Group September 2008 - November 2010
State Street June 2007 - August 2008
Skills
Account Reconciliation, General Ledger, Auditing, Financial Accounting, Financial Statements, Mutual Funds, Securities, Financial Risk, Financial Services, Financial Audits, Accruals, Trading, Pricing, Corporate Actions, Research, Fund Accounting, Financial Analysis, Bloomberg, Expenses, Microsoft Excel, Bloomberg Terminal, Advanced Microsoft Suite, home brewer
Education
HBX Harvard Business School 2014 — 2015
Core: Credential of Readiness
University of Massachusetts 2004 — 2007
BBA, Accounting
Suffolk University 2003 — 2004
Bachelor of Business Administration (BBA), Accounting
Eagle Investment Systems January 2014 - Present
State Street April 2011 - January 2014
State Street May 2009 - March 2011
State Street March 2008 - May 2009
Skills
Bloomberg, Fixed Income, Equities, Fund Accounting, Microsoft Excel, Mutual Funds, General Ledger, Accounts Payable, Accounts Receivable, Pricing, Team Leadership, Dividends, S&P, Fast Learning, Making Deadlines, Thrive in..., Communication Skills, Writing, Adaptability, Microsoft Office
Education
Suffolk University 2003 — 2008
Bachelor of Arts, English, 3.8 GPA
Suffolk University 2003 — 2008
Minor, Accounting and Finance, 3.8
Suffolk University 2003 — 2008
Bachelor's degree, Print Journalism, 3.7
University of Massachusetts Dartmouth 2002 — 2003
N/A, Computer Information Science, 4.0
State Street January 2012 - Present
Vector Marketing November 2011 - February 2012
Grassroots Campaigns March 2011 - May 2011
Education
Year Up / Camridge College, Boston MA 2011 — 2012
Financial Operations Certificate
Suffolk University 2010 — 2011
Bachelor's degree, Candidate, Communications
Upward Bound Program, Cambridge MA 2007 — 2009
The Community Builders, Inc. October 2014 - Present
Sonesta Hotels September 2012 - October 2014
Royal Sonesta Hotel Boston September 2011 - September 2012
State Street November 2010 - September 2011
Royal Sonesta Hotel September 2010 - November 2010
Cambridge College June 2010 - July 2010
Suffolk University, University Media Services January 2009 - May 2010
Heirloom Coffee, LLC. May 2008 - May 2010
Curbside Inc September 2008 - October 2008
University of Santo Tomas June 2006 - May 2008
Skills
QuickBooks, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Customer Service, General Ledger, GAAP, Financial Accounting, Accounts Payable, Auditing, Microsoft Word, Financial Analysis, Internal Controls, Payroll, Journal Entries
Education
Suffolk University 2011 — 2012
MS Accounting, 3.6
Suffolk University, Sawyer Business School 2009 — 2010
BS Accounting, 3.8
University of Santo Tomas, Alfredo M. Velayo School of Accountancy 2006 — 2008
BS Accountancy
Lunari Associates, Inc. November 2011 - Present
State Street August 2011 - March 2013
Feeley & Driscoll, P.C. January 2011 - July 2011
PricewaterhouseCoopers August 2007 - January 2011
Skills
Financial Reporting, Financial Services, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, General Ledger, Financial Analysis, Tax, Financial Accounting, IFRS, Auditing, Accounting, Financial Statements, Tax Preparation, Big 4, Investments, External Audit, Income Tax, Corporate Tax, Private Equity, Fund Accounting, Risk Management, Financial Audits, Assurance, Bookkeeping, Strategic Financial..., Mergers & Acquisitions
Education
Suffolk University 2004 — 2007
Master of Science (MS), Accounting
Seagate Technology July 2012 - Present
LSI Corporation June 2012 - July 2012
State Street August 2011 - March 2012
Suffolk University August 2010 - December 2011
Stadia - New Church Strategies September 2009 - October 2010
Skills
Economics, Financial Analysis, Market Analysis, Asset Pricing, Consulting, Bloomberg, Research, Project Management, Public Speaking, Valuation, Budgets, Data Analysis, Business Strategy, Finance, Mergers & Acquisitions, Strategy, Strategic Partnerships
Education
Suffolk University 2010 — 2011
M. S., Economics, 3.23
William Jessup University 2004 — 2008
B.A., Youth Ministry/Theology
Texas Parks and Wildlife Department August 2015 - Present
AbsolutelyEquine 2003 - Present
Texas Parks and Wildlife Department September 2009 - July 2015
State Street June 1994 - June 2003
Education
Suffolk University
State Street March 2015 - Present
Bank of America July 2012 - March 2015
Walgreens April 2010 - July 2012
Skills
Customer Service, Customer Satisfaction, Sales, Retail Banking, Notary Public, Microsoft Excel, Microsoft Office, Highly detail oriented, Time Management, Teamwork, Data Entry, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Research, Leadership, Finance, Investments, Management
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Cathedral High School 2006 — 2010
Bank of America - Merrill Lynch January 2014 - Present
State Street March 2013 - January 2014
J.P. Morgan February 2012 - March 2013
J.P. Morgan October 2008 - February 2012
UBS Wealth Management September 2003 - June 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, Bloomberg, Lexis, Westlaw, People Skills, OFAC, Business Analysis, Business Intelligence, Suspicious Activity..., Prospect Research, Business Objects, Market Research, Financial Analysis, Analysis, Data Analysis, Economics, Finance, Risk Management, Management, Portfolio Management, Interpersonal..., Teamwork
Education
SUNY Stony Brook 2009 — 2010
Master of Arts, Public Policy
CUNY Queens College 2004 — 2008
Bachelor of Arts, Economics
State Street May 2013 - Present
State Street Corporation March 2012 - May 2013
New Seabury Corporation 2006 - 2011
Skills
Attention to detail, Finance, Pricing, Teamwork, Customer Service, Organization Skills, Microsoft Excel, Microsoft Office, Skilled Multi-tasker, Relationship Building, Tenacious Work Ethic
Education
Suffolk University 2007 — 2011
Bachelors, Finance, 3.5
Mashpee High School 2002 — 2007
High School
City of Boston February 2014 - Present
All Dorchester Sports League, Inc January 2008 - September 2013
State Street September 2006 - December 2007
Skills
Nonprofit Management, Accounting, Program Management, Event Management, Fundraising, Grant Writing, Community Outreach, Community Engagement, Web Design, Microsoft Publisher, QuickBooks, Social Media Marketing, Email Marketing, Email, Fitness Training, Youth Programs, Youth Development, Board Development, Public Speaking, Strategic Planning, Microsoft Office, iWork, Parent Communication, Sports Nutrition, Sports Coaching, Staff Management, Staff Supervision, Interpersonal..., Leadership, Proposal Writing, Phone Skills, Interview Preparation, Interviewing Skills, Non-profits, Community Development, Public Relations, Social Networking, Community Organizing, Nonprofits, Management, Grants, Volunteer Management, Program Development, Press Releases, Event Planning, Budgets, Customer Service
Education
Suffolk University 2002 — 2006
Bachelor's of Science Degree, Public Relations, Advertising, and Applied Communication
Boston College High School 1998 — 2001
State Street June 2014 - Present
Stony Brook University August 2012 - December 2013
FinAnalytica, Inc. January 2012 - January 2013
Gogu Financial Systems, Ltd July 2011 - November 2011
Skills
Quantitative Finance, Matlab, SQL, R, C#, Microsoft Excel, LaTeX, Mathematica, Statistics, Economics, Data Analysis, Bloomberg Terminal, Investment Banking, C/C++, Market Risk, Fixed Income, Risk Management, VBA, C++, Derivatives, Financial Modeling
Education
State University of New York at Stony Brook 2010 — 2013
Doctor of Philosophy (Ph.D.), Quantitative Finance
Sun Yat-Sen University 2006 — 2010
Bachelor's degree, Information Technology and Electronic Engineering
Beth Israel Deaconess Medical Center August 2015 - Present
St. Charles Hospital January 2015 - January 2015
ICON plc November 2014 - December 2014
Pet Express June 2011 - August 2014
John T. Mather Memorial Hospital (Mather Hospital) June 2014 - June 2014
Good Samaritan Hospital April 2014 - June 2014
ProWorld July 2012 - August 2012
State Street June 2010 - August 2010
Skills
Flow Cytometry, Immunology, Molecular Diagnostics, Instrument Validation, Quality Control, Troubleshooting, Organization Skills, Clinical Microbiology, Hematology, Coagulation, Immunohematology, Urinalysis, Gel Electrophoresis, PCR, ELISA, Research Proposals
Education
Stony Brook University 2011 — 2015
Bachelor's Degree, Clinical Laboratory Science/Medical Technology/Technologist, 3.71
Morgan Stanley June 2015 - Present
State Street April 2013 - June 2015
CVS Caremark Corporation October 2012 - April 2013
Mildred F. Sawyer Library September 2011 - December 2011
Skills
Microsoft Excel, Data Entry, Microsoft Office, Cash Management, Customer Service, Time Management, Public Speaking, Finance, Microsoft Word, PowerPoint, Social Media, Event Planning, Data Analysis, Research, Access, Teamwork
Education
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Finance and Economics
Suffolk University 2011 — 2012
Finance, General
North Quincy High School 2007 — 2011
High School
State Street April 2015 - Present
State Street Bank April 2014 - March 2015
State Street April 2013 - April 2014
Ahlwal II January 2013 - March 2013
Ahlwal-Drywall October 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Teamwork, Accounting, Data Analysis, Financial Analysis, Sales, Research, Bloomberg Terminal, Fund Accounting, Mutual Funds, Analysis
Education
Suffolk University 2008 — 2012
Bachelor's degree, Accounting and Finance
State Street November 2011 - Present
AllianceBernstein May 2009 - October 2011
AllianceBernstein October 1997 - June 2009
Skills
Investments, Financial Modeling, Fixed Income, Alternative Investments, Hedge Funds, investment managment...
Education
SUNY Stony Brook 1993 — 1997
BS, Economics
EY July 2015 - Present
Eduporium (For Your Student) February 2015 - July 2015
Suffolk University September 2013 - December 2014
State Street September 2013 - May 2014
Accenture July 2013 - August 2013
Ascend Suffolk University Student Chapter May 2011 - May 2013
Ballotti Learning Center January 2010 - May 2013
Zoo New England March 2013 - March 2013
State Street June 2012 - August 2012
Fosun Pharma May 2011 - July 2011
Skills
Chinese, Calculus, Courses, Campus, English, Accounting, Economics, Financial Analysis, Tutoring, Budgets, Time Management, Financial Accounting, Microsoft Excel, Data Analysis, Teamwork, Leadership, Financial Reporting, Microsoft Office, Research, Microsoft Word, Access, PowerPoint
Education
Suffolk University 2013 — 2014
Master of Science (M.S.), Master of Science in Accounting, 3.85
Suffolk University - Sawyer School of Management 2010 — 2013
BSBA, Accounting, 3.858
Oracle September 2015 - Present
Football Official for Several Leagues and Ages 2012 - Present
USSSA 2010 - Present
Massachusettts Track & Field Officials Association 2012 - Present
Oracle 2012 - 2015
State Street 1999 - 2012
New Horizons for New Hampshire 1997 - 1999
New Hampshire General Court 1994 - 1997
Skills
Microsoft Office, Customer Relations, Word, Excel, Project Management, Microsoft Excel, Customer Service, Public Speaking, Leadership, Project Planning, Account Management, Training, Microsoft Word, Change Management, Business Intelligence, Business Analysis, Management, Salesforce.com, Risk Management, Performance Management, Business Development, Enterprise Software, CRM, Professional Services, SaaS, Solution Selling, Vendor Management, Team Leadership, Sales Process, Cold Calling, Lead Generation, Sales, Consulting, New Business Development, Sales Management, Contract Negotiation, Time Management, Direct Sales, Software Industry, Cloud Computing, Sales Operations, Team Building, Strategy, Cross-functional Team..., Process Improvement, Strategic Partnerships, Selling, Program Management, Teamwork, Sales Presentations
Education
Suffolk University 2005 — 2009
Master of Business Administration (MBA)
Boston Scientific February 2015 - Present
Boston Scientific September 2013 - February 2015
ReEnergy Holdings LLC November 2012 - May 2013
United Waste Management October 2008 - November 2012
State Street October 2007 - October 2008
Massachusetts Trial Court, Registry of Probate May 2006 - August 2006
Skills
Forecasting, Budgets, Strategic Planning, Team Leadership, Buyouts, DCF, Negotiation, Real Estate Private..., IRR, Valuation, Equity Valuation, CDM, Economic Modeling, Carbon Accounting, Financial Modeling, Performance Metrics, Information Technology, New Business Development, Portfolio Management, Start-ups, Accounting, Strategy
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Suffolk University
GPM Investments, LLC October 2013 - Present
Martha Jefferson Hospital January 2009 - October 2013
Capital One October 2006 - November 2008
State Street 2003 - 2005
Skills
Process Improvement, Financial Analysis, Cash Flow Forecasting, Cash Management, Treasury Management, Finance, Accounting, Corporate Finance, Investments, Forecasting, Internal Controls, Budgets, Financial Modeling, Treasury, Sarbanes-Oxley Act, Managerial Finance
Education
Suffolk University 2005 — 2006
MBA, Finance
University of New Hampshire 1999 — 2003
BS, Business Administration, Finance
State Street December 2013 - Present
McGladrey December 2010 - November 2013
Chestnut Hill Realty May 2009 - September 2010
Skills
Internal Audit, Process Improvement, Sarbanes-Oxley, Internal Controls, Auditing
Education
Suffolk University 2006 — 2010
BSBA, Accounting
J.P. Morgan June 2015 - Present
State Street July 2014 - June 2015
State Street Bank July 2013 - July 2014
American Express September 2012 - June 2013
Live Nation February 2012 - August 2012
USDA October 2011 - January 2012
CVS Caremark Corporation April 2007 - September 2011
Skills
Customer Service, Process Improvement, Budgets, Management, Time Management, Finance, Sales, Microsoft Excel, Analysis, Accounting, Research, Microsoft Word, Microsoft Office
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Government - Laws and Policies
State Street June 2015 - Present
The Liberty Hotel October 2014 - Present
Sensible Reason February 2014 - Present
Campus Vacations September 2012 - Present
State Street June 2014 - August 2014
The Hong Kong Restaurant August 2012 - June 2014
The BrahminAmerican Cuisine & Cocktails November 2013 - February 2014
Crust Nation June 2013 - February 2014
Tia's Boston April 2013 - September 2013
Sack Magazine January 2013 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Relations, PowerPoint, Teamwork, Customer Service, Time Management, Retail, Marketing Strategy, Event Planning, Public Speaking, Food Service, Food & Beverage, Restaurants, Inventory Management, Restaurant Management, Bloomerg, Financial Accounting
Education
Suffolk University 2012 — 2016
BSBA, Marketing Major, Finance and PR Minor
State Street April 2015 - Present
Chappuis Halder & Cie December 2014 - April 2015
Industrial and Commercial Bank of China July 2014 - October 2014
Clarity Wealth December 2012 - January 2014
Aures Capital May 2012 - August 2012
Skills
Matlab, VBA, C++, Econometrics, Data Mining, SQL, Python, Statistics, Risk Management, Quantitative Finance, R, Mathematical Modeling, Linux, Algorithmic trading, Bloomberg, Financial Modeling
Education
Stony Brook University 2012 — 2014
Master of Science (MS), Applied Mathematics, 3.9
Chinese Academy of Science 2009 — 2012
Master of Science (MS), Mathematical Finance, 3.5
Wayfair April 2012 - Present
State Street August 2011 - April 2012
Mitchell Properties LLC May 2010 - December 2011
TFM 2010 - 2011
US Census Bureau December 2009 - August 2010
Bank of America July 2008 - December 2009
Skills
Budgets, Process Improvement
Education
Suffolk University
BSBA, Accounting
WGSN August 2014 - November 2014
Thomson Reuters March 2003 - June 2014
State Street 2000 - 2003
Starpoint 1995 - 2000
NYNEX November 1993 - June 1995
Skills
Core Java, Multi-threaded..., Market Data, SDLC, Unix Shell Scripting, Mission Critical..., Trading Systems, Agile Methodologies, Enterprise Architecture, Perl, Low Latency, Unix, Software Project..., Sybase, SOA, ITIL, Reference Data, Vendor Management, Solaris, Data Center, Web Services, Disaster Recovery, Software Development, Requirements Analysis, Agile Project Management
Education
State University of New York at Stony Brook 1982 — 1986
BS, Computer Science/Applied Math
St.Johns
State Street October 2014 - Present
State Street December 2005 - March 2015
Massachusetts Institute of Technology (MIT) August 2000 - November 2005
Emmanuel College September 2002 - August 2005
University of Michigan January 1997 - July 2000
Skills
Quantitative Finance, Behavioral Research, Team Management, Data Analysis, Monte Carlo Simulation, Statistics, Quantitative Research, Equities, Econometrics, Optimization, Quantitative Analytics, Mathematical Modeling, Statistical Modeling, Hedge Funds, Data Mining, Fixed Income, Portfolio Optimization, Physics, Trading Systems, Market Risk, Economics, Financial Modeling, Research, Matlab
Education
University of Michigan
PhD, astrophysics
University of Massachusetts, Amherst
MS, astronomy
State University of New York at Stony Brook
BS, physics
BlackRock May 2015 - Present
preview properties 2015 - 2015
State Street December 2013 - July 2014
U.S. Bank May 2010 - December 2013
Computershare March 2010 - June 2010
Advantage Boston August 2008 - June 2009
Skills
Bond Settlements, Bloomberg, Mutual Funds, Securities, Investments, Portfolio Management, Fixed Income, Asset Management, Trading, Equities, Loans
Education
Suffolk University 2005 — 2009
BS, Global Business Administration
State Street April 2011 - Present
State Street May 2008 - April 2011
State Street May 2005 - May 2008
State Street June 2003 - May 2005
Bank of America June 1997 - June 2003
Skills
Mutual Funds, Investment Operations, Bloomberg, Hedge Funds, Investments, Fund Administration, Bloomberg Terminal, Financial Reporting, Account Reconciliation, Securities, Derivatives, Equities, Fixed Income, Financial Services
Education
Suffolk University
Bachelor of Science in Business Administration, FINANCE
Atlantic Trust Co. January 2004 - Present
State Street September 1996 - 2003
Skills
Portfolio Management, Asset Managment, Leadership, Investments, Performance Measurement, Hedge Funds, Analysis, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Equities, Mutual Funds, Fixed Income, Securities, Bloomberg, Investment Strategies, Financial Services
Education
Suffolk University 1999 — 2002
Masters, MBA
University of Massachusetts Dartmouth 1992 — 1996
Bachelors, Accounting
State Street August 2008 - Present
Lazard Asset Management LLC April 2006 - August 2008
Skills
Mutual Funds, Financial Services, Equities, Investments, Asset Managment, Securities, Trading, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Back Office, Asset Management
Education
Stony Brook University 2001 — 2005
Archbishop Molloy High School
State Street September 1998 - Present
State Street Bank 1998 - Present
First Data Investor Services Group 1998 - 1998
First Data 1994 - 1998
FDC 1994 - 1998
The Boston Company 1981 - 1998
Skills
Mutual Funds, Fixed Income, Fund Accounting, Bloomberg, Securities, Equities, Hedge Funds, Corporate Actions, Asset Management, Fund Administration, Derivatives, Portfolio Management, Alternative Investments, Financial Services
Education
Suffolk University 1977 — 1981
B.S., Accounting
State Street 1987 - Present
State Street 1987 - 2013
Education
Project Management Institute
PMP
Suffolk University
MBA
University of Massachusetts, Amherst
BA - Economics, Business Concentration
IBM April 2012 - Present
State Street July 2009 - April 2012
State Street March 1998 - September 2009
The Boston Company 1997 - 1998
Ocean Spray Cranberries 1985 - 1988
Ocean Spray Cranberries 1985 - 1988
Hills Department Stores 1977 - 1985
Hills Department Stores 1977 - 1985
Hills Department Stores 1977 - 1985
Skills
Negotiation, Incident Management, IT Management, Data Center, Service Delivery, Vendor Management, Management, Outsourcing, IT Operations, IT Service Management, IT Strategy, MS Project, Business Analysis, Strategy, Leadership, Unix, Technical Support, Business Process, Infrastructure, Vendor Contracts, Microsoft Project
Education
Suffolk University 1971 — 1975
BSBA, Finance
Suffolk University 1971 — 1975
BSBA, Business and Finance
State Street April 2011 - Present
State Street June 2006 - April 2011
State Street April 1998 - June 2006
Team in Training 2002 - 2005
State Street April 1996 - April 1998
State Street October 1995 - April 1996
State Street August 1992 - October 1995
Pioneer Financial Bank April 1990 - August 1992
Skills
Strategy, Financial Services, User Acceptance Testing, Management, Banking, Analysis, Software Quality..., CRM, Outsourcing, Quality Assurance, Mergers & Acquisitions, Testing, Finance, Business Analysis, Resource Management, SDLC, Lean Faciliator - March..., Lean Practitioner -..., Certified Project..., IT Project & Program..., Project Finance, Vendor Management, Program Financial..., Outsourcing Management, Lean Master
Education
Suffolk University 1994 — 1997
MBA, Finance, International Business
Suffolk University - Sawyer Business School 1988 — 1992
BSBA, Finance, Economics
State Street May 2014 - Present
State Street September 2011 - May 2014
State Street July 2005 - September 2011
Investors Bank & Trust June 2005 - September 2007
Skills
Financial Analysis, Financial Reporting, Financial Services, SEC reporting, Financial Modeling, Accounting, Internal Controls, Corporate Finance, Auditing, Valuation, US GAAP, Due Diligence, General Ledger, Sarbanes-Oxley Act, Mergers & Acquisitions, Forecasting, Asset Management, Investments, Process Improvement, Analysis, Budgets, Start-ups, Cash Management, Regulatory Compliance
Education
Suffolk University
MFS Investment Management April 2000 - Present
State Street June 1998 - March 2000
US Army November 1994 - October 1997
Education
Suffolk University 1988 — 1992
State Street March 2014 - Present
State Street August 2011 - March 2014
State Street July 2009 - August 2011
Riverbank February 2003 - April 2011
State Street Bank June 2007 - June 2009
State Street Bank November 2005 - June 2007
Healy & Healy CPA's February 2005 - November 2005
Healy and Healy CPA's June 2001 - January 2005
Skills
Compliance, Audit, AML, OFAC, Risk, Internal Controls, Banking, Internal Audit, Auditing, Due Diligence, Excel, PowerPoint, Word, Outlook, Risk Assessment, Financial Risk, Risk Management, Basel II, Treasury, KYC, Bank Secrecy Act, USA PATRIOT Act, Sarbanes-Oxley Act, Financial Services, Finance, Policy, Financial Institutions, Sanction, Treasury Management, Securities
Education
Stonehill College 1997 — 2001
Bachelors of Science, Finance
PerkinElmer October 2010 - Present
Thermo Fisher Scientific September 2007 - November 2010
US Bank January 2007 - September 2007
State Street July 2003 - December 2006
Skills
Financial Analysis, Forecasting, Accounting, Hyperion Enterprise, Finance, Cash Management, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting
Education
Stonehill College 1999 — 2003
Bachelor of Science (B.S.), Management
Milstein/Flanzer Family June 2012 - Present
Kagan Family February 2010 - January 2012
Private Individual August 2008 - February 2010
MetLife Financial Services July 2007 - March 2008
Commonwealth of Massachusetts January 2006 - June 2007
LongVue Advisors 2005 - 2005
Analysis Group 2002 - 2005
Chambers Motorcars 2003 - 2004
The Tudor Condominiums 1999 - 2001
State Street 1996 - 1998
Skills
Training, Public Speaking, Marketing Communications, Customer Service, Event Planning, Research, Social Networking, Event Management, Leadership, Fundraising, Management, Nonprofits, Budgets, Insurance, Microsoft Office, Recruiting, System Administration, Investments, Financial Modeling, Employee Relations, Human Resources, Strategic Planning, Policy, Microsoft Excel, Process Scheduler, Marketing, Interviews, Time Management, Sales, Outlook, New Business Development, Team Building, PowerPoint, Public Relations, Administration, Coaching, Microsoft Word, Teamwork, Hospitality, Administrative..., Community Outreach, Social Media, Organizational..., Supervisory Skills, Contract Negotiation, Leadership Development, Negotiation
Education
Suffolk University Law School 1998 — 2002
JD
Suffolk University 1992 — 1996
BS, Philosophy
Wellesley 1976 — 1979
Computershare 2010 - 2013
State Street 2002 - 2008
State Street 2000 - 2002
State Street 1997 - 2000
State Street 1995 - 1997
Eastern Bank 1991 - 1995
First Mutual of Boston 1988 - 1991
KPMG Peat Marwick 1983 - 1988
Education
Suffolk University 1979 — 1983
Bachelor of Science, Accounting
EY August 2015 - Present
State Street May 2014 - August 2015
Bunker Hill Community College 2013 - May 2014
The Colonnade Hotel 2009 - 2012
Dunkin Donuts 2009 - 2011
Skills
Tax Preparation, General Ledger, Journal Entries, Bookkeeping, Accounting, Account Reconciliation, Income Tax, Corporate Tax, Microsoft Excel, Microsoft Word, Academic Tutoring, Customer Service, PowerPoint, Microsoft Office, Teamwork, Data Entry, Access, Financial Accounting
Education
Suffolk University 2014 — 2015
Master of Science, Accounting
Suffolk University 2012 — 2014
Bachelor's degree, Accounting, 3.59
Bunker Hill Community College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Nuval LLC December 2008 - Present
State Street Bank 1999 - 2003
State Street 1998 - 1999
State Street 1997 - 1998
McNamara & Flynn, PA January 1995 - January 1997
Skills
Business Objects, Data Entry, Customer Service, Crystal Reports, Entrepreneurship, Testing, Project Planning, HRIS, Training, Strategic Planning, Team Building, Data Warehousing, SQL, Employee Engagement, Management Consulting, Securities, Talent Acquisition, Management, Lotus Notes, SDLC, Business Requirements, Financial Services, Access, Visio, Time Management, Fixed Income, Retail, Recruiting, Business Development, Back Office, Outlook, Business Analysis
Education
Suffolk University 1995 — 1996
Certificate, Paralegal Studies
Suffolk University - Sawyer Business School 1986 — 1990
BS/BA, Finance
State Street February 1995 - Present
Skills
Financial Services, Securities Regulation, Securities, Investment Management, Mutual Funds, Asset Management, Corporate Governance, Due Diligence, Investments, Equities
Education
Suffolk University Law School 1989 — 1992
Doctor of Law (J.D.)
Suffolk University 1985 — 1989
Bachelor of Science (BS), Political Science and Government
McGee Toyota February 2015 - Present
Allstate - The Milian Agency July 2014 - November 2014
Viridian Energy April 2012 - June 2014
Zip Realty, Inc June 2013 - February 2014
K-9 Corner Pet Grooming Spa January 2010 - March 2012
State Street January 1999 - January 2009
State Street January 1990 - January 1999
Skills
Microsoft Office, Accounting, Mutual Funds, Finance, Payroll, Variance Analysis, Profit, Accounts Payable, Strategic Planning, Securities, Budgets, General Ledger, Customer Service, Employee Benefits, Account Reconciliation, Management, Financial Analysis, Invoicing, Recruiting, Profit Maximization, Accounts Receivable, Microsoft Word, Training, Human Resources, Sales, Sales Management, Settlement, Banking, Applicant Tracking..., Insurance, Real Estate, Financial Services
Education
Suffolk University 1977 — 1981
BS, Political Science
Saint Sebastian's High School
IBM 2012 - Present
State Street 1989 - 2012
Allied Stores November 1979 - April 1989
Skills
Enterprise Architecture, Disaster Recovery, SDLC, IT Strategy, Servers, Visio, Vendor Management, Management, ITIL, Unix, Integration, IT Management, AIX, Business Analysis, Cloud Computing, Data Center, Solaris, Business Continuity, VMware, Requirements Analysis, Security
Education
Suffolk University 1973 — 1977
BSBA, Accounting
Taylor Wealth Management Partners January 2014 - Present
State Street July 2007 - May 2013
Investors Bank & Trust October 1993 - July 2007
Skills
Fixed Income, Relationship Management, Portfolio Management, Operations Management, Business Process..., Project Management, Investments, Financial Services, Banking, Risk Management, Financial Analysis, Mutual Funds, Business Analysis, Hedge Funds, Equities
Education
Suffolk University 1984 — 1989
State Street May 2000 - Present
State Street Bank 1987 - Present
State Street April 1998 - May 2000
Skills
Mutual Funds, Spanish, Fund Accounting, Securities, Fixed Income, Client Development, Manage Client..., Client Service Oriented, Superior Client Service
Education
Stonehill College 1983 — 1987
Accounting and Business/Management
Sun Life Financial December 2014 - Present
Sun Life Financial November 2013 - December 2014
State Street June 2011 - November 2013
State Street April 2010 - June 2011
State Street April 2007 - April 2010
State Street February 2006 - April 2007
Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Bloomberg, Business Analysis, Investments, Banking, Securities, Derivatives, Portfolio Management, Risk Management, Asset Management, Microsoft Excel, Project Management, Fund Accounting
Education
University of Massachusetts Lowell 2015 — 2017
Master of Business Administration (MBA)
Suffolk University 2001 — 2005
Bachelor of Science (B.S.)
J.P. Morgan January 2013 - Present
J.P. Morgan January 2008 - December 2012
J.P. Morgan January 2004 - December 2007
J.P. Morgan July 2000 - December 2003
Chase March 1995 - June 2000
Putnam Investments September 1992 - February 1995
State Street June 1989 - August 1992
Skills
Global Custody, Securities Lending, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Equities, Securities, Investment Management
Education
Suffolk University
Bachelor of Business Administration (BBA), Finance, General
Harry Fry & Associates PrivateEdge AssociateState Street BankSeptember 2003 - May 2004
State Street August 2001 - September 2003
Education
Stonehill College 1997 — 2001
Bachelor's, Economics
State Street October 2014 - Present
JPMorgan Chase July 2004 - October 2014
JP Morgan Chase January 1998 - July 2004
Citicorp March 1997 - December 1997
Mayor's Office of Management and Budget - New York City August 1992 - March 1997
Skills
ALM, Accounting, Analytics, Analysis, Banking, Business Development, Capital Markets, Credit Cards, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Forecasting, Loans, Management, Portfolio Management, Risk Management, Securitization, Strategy, Treasury
Education
State University of New York at Stony Brook
M.S.
State University of New York at Stony Brook
B.E.
State Street October 1996 - Present
Putnam Investments January 1995 - September 1996
Skills
Programming, LANSA, Software Development, VBA, XML, Requirements Analysis, IBM AS/400
Education
University of Massachusetts Boston 1990 — 1993
BA, Economics, Magna Cum Laude
Suffolk University 1987 — 1989
Mathematics
Boston Latin School 1980 — 1987
High School Diploma
State Street December 2010 - July 2011
Legg Mason 2006 - 2009
Legg Mason 2005 - 2006
Mutual of America 2000 - 2003
Mutual of America 1994 - 2000
Skills
Microsoft Ofice, Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, MCH, PAM for Securities, Mutual Funds, Fixed Income, Equities, Excel, Reconciliation, Microsoft Office, Word, Bonds, Access, Outlook, Corporate Actions
Education
Stony Brook University
BA Degree, Political Science
Suffolk Community College
AS Degree, Business Administration
State Street February 2012 - Present
Daniel Orjiako Foundation May 2009 - Present
Mercer September 2010 - February 2012
St. Angela Rectory January 2007 - May 2011
Skills
Leadership, Management
Education
Suffolk University 2006 — 2010
Bachelor's of Science in Business Adminstration, Business Management
Nuova Accademia di Belle Arti 2009 — 2009
Fashion Design & Fashion Merchandising
Milton High School
High School Diploma
Suffolk University
Bachelors of Science, Business Administration; Business Management; Business Law and Ethics
The Washington Center
State Street September 2014 - Present
Suffolk University September 2013 - May 2014
Seiyo Sushi & Wine July 2011 - January 2013
Healthworks Fitness Centers December 2011 - May 2012
Skills
QuickBooks, Financial Analysis, Access, Microsoft Excel, Microsoft Word, Journal Entries, Data Analysis, ATX, Great Plains Software, MCH, Cash Projector, Bloomberg, ACL, Microsoft Outlook, Microsoft Project
Education
Suffolk University 2013 — 2014
Master’s Degree, Accounting
Suffolk University 2009 — 2013
Bachelor's Degree, Accounting
Twin Focus Capital Partners LLC April 2014 - Present
State Street April 2012 - April 2014
Uniforms Express October 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Access, Public Speaking, Financial Modeling, Accounting, Social Networking, Data Analysis, Entrepreneurship, Market Research, SPSS, Facebook, Time Management, Bloomberg
Education
Suffolk University 2007 — 2011
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
State Street December 2009 - Present
Skills
OFAC, Banking, Risk Management, Securities, Operational Risk, Financial Risk, Financial Services, Operational Risk..., Anti Money Laundering
Education
Suffolk University 1988 — 1991
Business Management
AKD Consultants September 2014 - Present
State Street May 2014 - August 2014
Rafanelli Events January 2014 - June 2014
Boston Uncharted September 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Research, Financial Analysis, QuickBooks, Financial Reporting, Non-profits, Outlook, Teamwork, Customer Service, Public Speaking, Social Media
Education
Suffolk University 2010 — 2014
Bachelors of Science in Business Administration, Accounting Major and Real Estate Minor, 3.2
Bolton High School 2007 — 2010
High School Diploma, General Education Development
State Street February 2006 - Present
Eastern Bank June 1996 - February 2006
Education
Suffolk University 1996 — 2000
BS, Sociology
State Street January 2008 - Present
US Army 2004 - January 2015
Skills
Securities, Risk Management, Bloomberg
Education
Stonehill College 2001 — 2004
BS, Finance
MFS Investment Management August 2015 - Present
State Street December 2014 - August 2015
State Street April 2013 - August 2015
Kwong Kow Chinese School July 2002 - August 2013
Sonatrans Ltd. May 2012 - April 2013
Transit Realty Associates October 2011 - May 2012
MassVOTE June 2010 - August 2010
Skills
Microsoft Office, Private Equity, Financial Analysis, Microsoft Excel, QuickBooks, Tax, Auditing, Accounts Payable, Accounts Receivable, Interchange, MRI Software, DocStar, Lotus Notes
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Suffolk University
MFS Investment Management August 2005 - Present
State Street Research April 2004 - April 2005
State Street August 2001 - April 2004
Education
Suffolk University 1984 — 1988
BSBA, Accounting
State Street January 2014 - Present
State Street January 2013 - January 2014
State Street November 2011 - December 2012
Wakefield Investments January 2011 - October 2011
Skills
Chartered Financial..., CFA Level II Candidate
Education
Chartered Financial Analyst Program
Level II Candidate - June 2015
Old Dominion University - College of Business and Public Administration 2006 — 2011
BSBA, Finance, Decision Sciences
Concord Carlisle Regional High School
Rockland Trust Company July 2005 - Present
Healy & Healy CPA July 2003 - July 2005
State Street 1993 - 2003
Skills
Banking, Credit, Consumer Lending
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts Dartmouth
Bachelor of Science (BS), Accounting
State Street January 2015 - Present
Santander Bank, N.A. July 2014 - December 2014
Richard T. Connors Attorney at Law May 2012 - September 2012
Skills
Microsoft Word, Teamwork, Financial Accounting, Accounting, PowerPoint, Customer Service, Leadership, HIPAA, PIP, Appointment Scheduling, Operations..., Organization, Highly detail oriented, Legal Administration
Education
Suffolk University 2010 — 2014
B.S/B.A. Accounting
State Street January 2015 - Present
State Street Bank April 2011 - December 2014
State Street Bank July 2008 - April 2011
State Street Bank July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Mutual Funds, Fund Accounting, Bloomberg
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Economics
State Street January 2015 - Present
Digital Federal Credit Union August 2014 - January 2015
Kohl's Department Stores January 2013 - February 2014
Abercrombie & Fitch January 2011 - September 2012
Skills
Bloomberg, Multi Currency Horizon, Microsoft Office, Critical Thinking, Cash Projector, Accounting, XP Accounting Software, Creative Problem Solving, Political Economy, Customer Service, Customer Satisfaction, Perseverance, Loans PQ software, CUDL 3 Funding Software
Education
Stony Brook University 2010 — 2014
Bachelor's Degree, Economics
State Street February 2012 - January 2015
Education
Suffolk University
Bachelor's Degree
Suffolk University
Bachelor's of Arts
State Street January 2011 - Present
State Street February 2008 - January 2011
State Street May 2004 - February 2008
Education
Stonehill College 1997 — 2001
Economics
State Street August 2011 - Present
Skills
Partnership Taxation, Alternative Investments, Accounting, Financial Services, Private Equity, Management, Tax Preparation
Education
Suffolk University 2003 — 2003
Master of Science (MS), Accounting
University of New Hampshire
Bachelor of Business Administration (BBA), Accounting