State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Employee
Years
Job
Industry
Andrew Daggett - MBA Andrew Daggett - MBA's State Street Experience February 2007 - November 2007
Job Business Analyst at Wipro Consulting
Industry Financial Services
Experience
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Christopher Youlden Christopher Youlden's State Street Experience August 2007 - December 2010
Job Senior Financial Analyst at University of Massachusetts Foundation
Industry Financial Services
Experience
University of Massachusetts Foundation November 2014 - Present
Grant Thornton LLP January 2011 - October 2014
State Street August 2007 - December 2010
Skills
Financial Reporting, Accounting, Auditing, Tax, Financial Statement..., Alternative Investments
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA, Public Accounting
State Street Corporation 2010 — 2010
ERM - Credit Training Program
University of Rhode Island - College of Business Administration 2002 — 2007
BS, Accounting & Finance
Bishop Hendricken 1998 — 2002
University of Massachusetts Foundation November 2014 - Present
Grant Thornton LLP January 2011 - October 2014
State Street August 2007 - December 2010
Skills
Financial Reporting, Accounting, Auditing, Tax, Financial Statement..., Alternative Investments
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSA, Public Accounting
State Street Corporation 2010 — 2010
ERM - Credit Training Program
University of Rhode Island - College of Business Administration 2002 — 2007
BS, Accounting & Finance
Bishop Hendricken 1998 — 2002
Joe Nigro Joe Nigro's State Street Experience 2008 - 2010
Job Entrepreneur
Industry Internet
Experience
HomeHero June 2015 - Present
Handy HQ March 2014 - March 2015
Unsully (acq. by Handy) 2013 - March 2014
Vsnap 2011 - 2013
State Street 2008 - 2010
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Business Administration, Entrepreneurship and Marketing
Winchester High School 2000 — 2004
HomeHero June 2015 - Present
Handy HQ March 2014 - March 2015
Unsully (acq. by Handy) 2013 - March 2014
Vsnap 2011 - 2013
State Street 2008 - 2010
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Business Administration, Entrepreneurship and Marketing
Winchester High School 2000 — 2004
Alain Lafontant Alain Lafontant's State Street Experience August 2005 - September 2006
Job Accounting Manager at Loeb King Capital Management
Industry Accounting
Experience
Loeb King Capital Management May 2008 - Present
Citi Hedge Fund Services July 2006 - May 2008
State Street August 2005 - September 2006
The American Prospect August 1999 - May 2003
Skills
Hedge Funds, Accounting, Investments, Financial Analysis, Private Equity, Finance, Microsoft Excel, Financial Reporting, Fund Of Funds, Fund Accounting, Microsoft Word, 40 Act Funds, Advent Geneva, Bloomberg Terminal, Outlook, PPC Engagement Manager, GoSystem Audit
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor of Science in Business Administration (BSBA)
Loeb King Capital Management May 2008 - Present
Citi Hedge Fund Services July 2006 - May 2008
State Street August 2005 - September 2006
The American Prospect August 1999 - May 2003
Skills
Hedge Funds, Accounting, Investments, Financial Analysis, Private Equity, Finance, Microsoft Excel, Financial Reporting, Fund Of Funds, Fund Accounting, Microsoft Word, 40 Act Funds, Advent Geneva, Bloomberg Terminal, Outlook, PPC Engagement Manager, GoSystem Audit
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor of Science in Business Administration (BSBA)
cherno jallow cherno jallow's State Street Experience September 2014 - June 2015
Job CPA Candidate
Industry Accounting
Experience
State Street September 2014 - June 2015
Suffolk University October 2013 - May 2014
Suffolk University May 2013 - January 2014
Bottom Line May 2013 - July 2013
JVS Boston January 2013 - May 2013
Philip Morris International January 2009 - August 2010
Skills
Financial Accounting, Training, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Accounting, Teamwork, Microsoft Word, Access, Financial Reporting, English, Databases, Budgets, Auditing, Social Media, Research, Data Analysis, Public Speaking, Management, Tax, Nonprofits, Bookkeeping, Cost Accounting, Spreadsheets, Team Leadership, Team Building, Economics, IFRS, Leadership, Account Reconciliation, Accounts Receivable, Accounts Payable, Data Entry, Market Research, Fundraising, Tax Preparation, Team-oriented, Financial Statements, Leadership Development, US GAAP, Social Networking, Cross-functional Team..., QuickBooks, Critical Thinking, Management Accounting, Teaching, Account Management
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (BBA), Dec; Accounting and Economics; Accounting and Economics
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting
State Street September 2014 - June 2015
Suffolk University October 2013 - May 2014
Suffolk University May 2013 - January 2014
Bottom Line May 2013 - July 2013
JVS Boston January 2013 - May 2013
Philip Morris International January 2009 - August 2010
Skills
Financial Accounting, Training, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Accounting, Teamwork, Microsoft Word, Access, Financial Reporting, English, Databases, Budgets, Auditing, Social Media, Research, Data Analysis, Public Speaking, Management, Tax, Nonprofits, Bookkeeping, Cost Accounting, Spreadsheets, Team Leadership, Team Building, Economics, IFRS, Leadership, Account Reconciliation, Accounts Receivable, Accounts Payable, Data Entry, Market Research, Fundraising, Tax Preparation, Team-oriented, Financial Statements, Leadership Development, US GAAP, Social Networking, Cross-functional Team..., QuickBooks, Critical Thinking, Management Accounting, Teaching, Account Management
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (BBA), Dec; Accounting and Economics; Accounting and Economics
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting
Papa Mbaye Papa Mbaye's State Street Experience April 2014 - October 2014
Job Securities Finance Operations at State Street
Industry Financial Services
Experience
State Street April 2014 - October 2014
UASen Vie: Union des Assurances du Sénégal Vie July 2013 - August 2013
Boston Rescue Mission September 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Accounting, French, Access, Teamwork, Hedge Funds, Research, Data Analysis, Time Management, Financial Analysis, Analysis, Public Speaking, Finance
Education
Suffolk University 2010 — 2013
Bachelor of Science (B.S.), Economics Major and Double Minor in Finance and Global Business
State Street April 2014 - October 2014
UASen Vie: Union des Assurances du Sénégal Vie July 2013 - August 2013
Boston Rescue Mission September 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Accounting, French, Access, Teamwork, Hedge Funds, Research, Data Analysis, Time Management, Financial Analysis, Analysis, Public Speaking, Finance
Education
Suffolk University 2010 — 2013
Bachelor of Science (B.S.), Economics Major and Double Minor in Finance and Global Business
Alan Zheng, Enrolled Agent Alan Zheng, Enrolled Agent's State Street Experience June 2012 - Present
Job Assistant Vice President at State Street
Industry Accounting
Experience
State Street June 2012 - Present
PriceWaterhouseCoopers July 2007 - June 2012
Skills
Private Equity, Alternative Investments, Fund Of Funds, Corporate Tax, International Tax, Tax Accounting, Tax, Tax Preparation, Tax Returns, GoSystems, US Tax, Hedge Funds, US GAAP, Partnership Taxation
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Accounting
State Street June 2012 - Present
PriceWaterhouseCoopers July 2007 - June 2012
Skills
Private Equity, Alternative Investments, Fund Of Funds, Corporate Tax, International Tax, Tax Accounting, Tax, Tax Preparation, Tax Returns, GoSystems, US Tax, Hedge Funds, US GAAP, Partnership Taxation
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Accounting
Charles Goodman Charles Goodman's State Street Experience July 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street September 2014 - July 2015
State Street May 2011 - September 2014
State Street April 2010 - May 2011
State Street October 2007 - March 2010
State Street August 2006 - October 2007
State Street August 2005 - August 2006
Skills
Financial Services, Management, Process Improvement, Lean Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance & Entrepreneurship
Suffolk University - Sawyer Business School 2007 — 2010
MBA, Organizational Behavior Studies
State Street July 2015 - Present
State Street September 2014 - July 2015
State Street May 2011 - September 2014
State Street April 2010 - May 2011
State Street October 2007 - March 2010
State Street August 2006 - October 2007
State Street August 2005 - August 2006
Skills
Financial Services, Management, Process Improvement, Lean Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance & Entrepreneurship
Suffolk University - Sawyer Business School 2007 — 2010
MBA, Organizational Behavior Studies
Tyler Barbieri Tyler Barbieri's State Street Experience June 2008 - August 2010
Job Legislative Budget Analyst at County of Nassau
Industry Government Administration
Experience
County of Nassau February 2013 - Present
Town of Foxborough April 2012 - November 2012
Carpenter & Company, Inc. May 2011 - August 2011
Massachusetts Coalition for Occupational Safety and Health January 2011 - May 2011
J. Brian Day August 2010 - January 2011
State Street June 2008 - August 2010
University of Massachusetts Amherst September 2005 - April 2009
South Liquor Mart 2007 - 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, HTML, Social Media, Teamwork, Public Speaking, Windows, Community Outreach, Grant Writing, Governance, iPhone, Writing, Government, English, Research, Qualitative Research, Quantitative Research, Written Communication, Interpersonal..., Critical Thinking, Data Analysis, Facebook, Data Manipulation
Education
Suffolk University 2010 — 2012
MPA/MSPS, Public Administration and Political Science
University of Massachusetts, Amherst 2005 — 2009
Bachelor's, Political Science, 3.7
County of Nassau February 2013 - Present
Town of Foxborough April 2012 - November 2012
Carpenter & Company, Inc. May 2011 - August 2011
Massachusetts Coalition for Occupational Safety and Health January 2011 - May 2011
J. Brian Day August 2010 - January 2011
State Street June 2008 - August 2010
University of Massachusetts Amherst September 2005 - April 2009
South Liquor Mart 2007 - 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, HTML, Social Media, Teamwork, Public Speaking, Windows, Community Outreach, Grant Writing, Governance, iPhone, Writing, Government, English, Research, Qualitative Research, Quantitative Research, Written Communication, Interpersonal..., Critical Thinking, Data Analysis, Facebook, Data Manipulation
Education
Suffolk University 2010 — 2012
MPA/MSPS, Public Administration and Political Science
University of Massachusetts, Amherst 2005 — 2009
Bachelor's, Political Science, 3.7
Lilly Stoilova's State Street Experience May 2012 - January 2014
Job Administrative Assistant at SWCA Environmental Consultants
Industry Environmental Services
Experience
SWCA Environmental Consultants April 2014 - Present
State Street May 2012 - January 2014
Daley and Associates February 2012 - May 2012
Youth Action Africa Inc. March 2011 - May 2011
GOOD October 2007 - 2011
The Food Project November 2009 - November 2009
Skills
MS Office Suite, Mac OS, Windows..., Bulgarian, Digital Photography, Microsoft Office, Project Management, Research, Social Media, Financial Analysis, Microsoft Word, Event Planning
Education
Suffolk University 2005 — 2011
Bachelor of Science (BS), Environmental Studies
SWCA Environmental Consultants April 2014 - Present
State Street May 2012 - January 2014
Daley and Associates February 2012 - May 2012
Youth Action Africa Inc. March 2011 - May 2011
GOOD October 2007 - 2011
The Food Project November 2009 - November 2009
Skills
MS Office Suite, Mac OS, Windows..., Bulgarian, Digital Photography, Microsoft Office, Project Management, Research, Social Media, Financial Analysis, Microsoft Word, Event Planning
Education
Suffolk University 2005 — 2011
Bachelor of Science (BS), Environmental Studies
Jeramie Di Bona, CPA, MST Jeramie Di Bona, CPA, MST's State Street Experience September 1998 - November 1999
Job Partner at KAF Financial Group
Industry Accounting
Experience
Kirkland Albrecht & Fredrickson 1999 - Present
State Street September 1998 - November 1999
Skills
Tax, Accounting, Financial Reporting, Auditing, QuickBooks, Internal Controls, Mergers, Microsoft Excel, Budgets, Tax Preparation, Income Tax, Financial Analysis, Outlook, Strategic Planning, Small Business, Microsoft Word, Financial Accounting, Bookkeeping, High Net Worth..., Analysis, CPA, Finance, Financial Statements, General Ledger, Preparation, Due Diligence, Sarbanes-Oxley Act, Forensic Accounting, US GAAP, Managerial Finance, Account Reconciliation, SEC filings, GAAP, Cash Flow, International Tax, Partnership Taxation, Tax Accounting, Tax Research, Tax Returns, Corporate Tax, Tax Advisory, Fixed Assets, Revenue Recognition, Accounts Receivable, Payroll, S Corporations, Estate Planning, Cash Management, Cost Accounting, Sales Tax
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master's Degree, Taxation
University of Massachusetts Dartmouth 1992 — 1998
Accounting
Archbishop Williams 1988 — 1992
Kirkland Albrecht & Fredrickson 1999 - Present
State Street September 1998 - November 1999
Skills
Tax, Accounting, Financial Reporting, Auditing, QuickBooks, Internal Controls, Mergers, Microsoft Excel, Budgets, Tax Preparation, Income Tax, Financial Analysis, Outlook, Strategic Planning, Small Business, Microsoft Word, Financial Accounting, Bookkeeping, High Net Worth..., Analysis, CPA, Finance, Financial Statements, General Ledger, Preparation, Due Diligence, Sarbanes-Oxley Act, Forensic Accounting, US GAAP, Managerial Finance, Account Reconciliation, SEC filings, GAAP, Cash Flow, International Tax, Partnership Taxation, Tax Accounting, Tax Research, Tax Returns, Corporate Tax, Tax Advisory, Fixed Assets, Revenue Recognition, Accounts Receivable, Payroll, S Corporations, Estate Planning, Cash Management, Cost Accounting, Sales Tax
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master's Degree, Taxation
University of Massachusetts Dartmouth 1992 — 1998
Accounting
Archbishop Williams 1988 — 1992
Meghan McPartlin Meghan McPartlin's State Street Experience June 2015 - Present
Job Market Data
Industry Market Research
Experience
State Street June 2015 - Present
Xyster Consulting May 2013 - 2015
Starbucks August 2009 - May 2013
State Street Corporation October 2011 - June 2012
Skills
Sustainability, Public Relations, Procurement, Environmental Awareness, GIS, Team Leadership, Marketing, Customer Service, Inventory Management, Time Management, Cashiering, Microsoft Office, Retail, PowerPoint, Microsoft Word, Oracle
Education
Suffolk University 2008 — 2012
Bachelor of Science, Environmental Studies; Environmental Science
State Street June 2015 - Present
Xyster Consulting May 2013 - 2015
Starbucks August 2009 - May 2013
State Street Corporation October 2011 - June 2012
Skills
Sustainability, Public Relations, Procurement, Environmental Awareness, GIS, Team Leadership, Marketing, Customer Service, Inventory Management, Time Management, Cashiering, Microsoft Office, Retail, PowerPoint, Microsoft Word, Oracle
Education
Suffolk University 2008 — 2012
Bachelor of Science, Environmental Studies; Environmental Science
Bridget Bearden Bridget Bearden's State Street Experience April 2005 - February 2007
Job Director of Retirement Research at Strategic Insight
Industry Financial Services
Experience
Strategic Insight, an Asset International company March 2014 - Present
Strategic Insight, an Asset International company April 2011 - Present
NEPC August 2010 - April 2011
FRC (acquired by Strategic Insight in 2011) February 2007 - August 2010
State Street April 2005 - February 2007
Skills
Investments, Mutual Funds, Morningstar, Asset Managment, Business Strategy, Asset Allocation, Retirement, Market Research, Investment Management, Defined Contribution, Asset Management, Alternative Investments, Due Diligence, Analysis
Education
University of Massachusetts Boston 2014 — 2019
Doctor of Philosophy (Ph.D.)
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Connecticut 2000 — 2004
BA
Braintree High School
Strategic Insight, an Asset International company March 2014 - Present
Strategic Insight, an Asset International company April 2011 - Present
NEPC August 2010 - April 2011
FRC (acquired by Strategic Insight in 2011) February 2007 - August 2010
State Street April 2005 - February 2007
Skills
Investments, Mutual Funds, Morningstar, Asset Managment, Business Strategy, Asset Allocation, Retirement, Market Research, Investment Management, Defined Contribution, Asset Management, Alternative Investments, Due Diligence, Analysis
Education
University of Massachusetts Boston 2014 — 2019
Doctor of Philosophy (Ph.D.)
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Connecticut 2000 — 2004
BA
Braintree High School
willitts mendonca willitts mendonca's State Street Experience April 1997 - April 2004
Job Vice President Commercial Services at BankFive
Industry Banking
Experience
BankFive June 2013 - Present
Webster Bank August 2009 - May 2013
bcpbank April 2004 - August 2009
State Street April 1997 - April 2004
Massachusetts State Senate - Office of State Senator Marc R. Pacheco May 1993 - April 1997
Skills
Portuguese, Commercial Banking, Commercial Lending, Business Development, Cash Management, Small Business Lending, Portfolio Management, Financial Analysis, Credit Analysis, Relationship Management, Credit, Financial Services, Loans, Banking, Lines Of Credit, Credit Risk, Risk Management, Retail Banking, Mortgage Lending, Consumer Lending
Education
Suffolk University 1991 — 1995
BS, International Economics
BankFive June 2013 - Present
Webster Bank August 2009 - May 2013
bcpbank April 2004 - August 2009
State Street April 1997 - April 2004
Massachusetts State Senate - Office of State Senator Marc R. Pacheco May 1993 - April 1997
Skills
Portuguese, Commercial Banking, Commercial Lending, Business Development, Cash Management, Small Business Lending, Portfolio Management, Financial Analysis, Credit Analysis, Relationship Management, Credit, Financial Services, Loans, Banking, Lines Of Credit, Credit Risk, Risk Management, Retail Banking, Mortgage Lending, Consumer Lending
Education
Suffolk University 1991 — 1995
BS, International Economics
Matthew Boulger Matthew Boulger's State Street Experience August 2014 - Present
Job Accounting/Pricing Specialist at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
Suffolk University September 2013 - Present
Berkshire Bank June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, English
Education
Suffolk University 2010 — 2014
BSBA, Finance, General
Drury High School 2006 — 2010
High School Diploma
State Street August 2014 - Present
Suffolk University September 2013 - Present
Berkshire Bank June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, English
Education
Suffolk University 2010 — 2014
BSBA, Finance, General
Drury High School 2006 — 2010
High School Diploma
Nancy Cuggino Nancy Cuggino's State Street Experience April 2009 - March 2012
Job Director, Global Compensation
Industry Information Technology and Services
Experience
IGT January 2015 - Present
Dassault Systemes December 2013 - December 2014
Beth Israel Deaconess Medical Center October 2013 - December 2013
Euro-Pro February 2013 - June 2013
Fidelity Investments April 2012 - November 2012
State Street April 2009 - March 2012
State Street April 2005 - March 2009
OneBeacon Insurance November 2004 - March 2005
GTECH April 2001 - October 2004
Partners HealthCare 1996 - 2001
Skills
Microsoft Office, SAP HR, PeopleSoft, Various Labor Market..., Deferred Compensation, HRIS, Employee Relations, Talent Management, Human Resources, Succession Planning, Employee Benefits, Change Management, Employee Engagement, HR Policies, Personnel Management, Equities, Onboarding, Incentive Programs, Compensation Structures, Performance Management, Global Compensation, Salary, Compensation & Benefit, Strategy, Leadership
Education
Suffolk University 1985 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Ursuline Academy
IGT January 2015 - Present
Dassault Systemes December 2013 - December 2014
Beth Israel Deaconess Medical Center October 2013 - December 2013
Euro-Pro February 2013 - June 2013
Fidelity Investments April 2012 - November 2012
State Street April 2009 - March 2012
State Street April 2005 - March 2009
OneBeacon Insurance November 2004 - March 2005
GTECH April 2001 - October 2004
Partners HealthCare 1996 - 2001
Skills
Microsoft Office, SAP HR, PeopleSoft, Various Labor Market..., Deferred Compensation, HRIS, Employee Relations, Talent Management, Human Resources, Succession Planning, Employee Benefits, Change Management, Employee Engagement, HR Policies, Personnel Management, Equities, Onboarding, Incentive Programs, Compensation Structures, Performance Management, Global Compensation, Salary, Compensation & Benefit, Strategy, Leadership
Education
Suffolk University 1985 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Ursuline Academy
Dahana Poyau Dahana Poyau's State Street Experience June 2007 - August 2008
Job Officer
Industry Financial Services
Experience
State Street Bank 2011 - Present
State Street Bank 2008 - 2011
State Street June 2007 - August 2008
State Street August 2006 - June 2007
Skills
Derivatives, Financial Analysis, Fund Accounting, Mutual Funds, Nonprofits, Securities, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Lesley University 2002 — 2006
BS, Management
State Street Bank 2011 - Present
State Street Bank 2008 - 2011
State Street June 2007 - August 2008
State Street August 2006 - June 2007
Skills
Derivatives, Financial Analysis, Fund Accounting, Mutual Funds, Nonprofits, Securities, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Lesley University 2002 — 2006
BS, Management
Alan Barish M.B.A.'s State Street Experience January 2006 - November 2011
Job Search Advertising Strategist at KoMarketing Associates
Industry Marketing and Advertising
Experience
KoMarketing Associates July 2015 - Present
Catalyst Online April 2013 - June 2015
Catalyst Online November 2011 - April 2013
Boston Irish Wolfhounds RFC March 2011 - December 2012
Boston Irish Wolfhounds RFC February 2009 - May 2012
American Marketing Association, Boston July 2010 - April 2012
State Street January 2006 - November 2011
TheCelebrityCafe.com May 2011 - August 2011
American Marketing Association November 2009 - November 2010
Byte Ventures (BV Marketing) June 2009 - August 2009
Skills
Social Media Marketing, Paid Search Marketing, Branding & Identity, Advertising, SEM, Social Media, Marketing, Marketing Strategy, Competitive Analysis, Leadership, Web Analytics, Digital Marketing
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Marketing
University of Massachusetts, Amherst 2001 — 2004
BA, Communications
University of Massachusetts, Amherst 2001 — 2004
KoMarketing Associates July 2015 - Present
Catalyst Online April 2013 - June 2015
Catalyst Online November 2011 - April 2013
Boston Irish Wolfhounds RFC March 2011 - December 2012
Boston Irish Wolfhounds RFC February 2009 - May 2012
American Marketing Association, Boston July 2010 - April 2012
State Street January 2006 - November 2011
TheCelebrityCafe.com May 2011 - August 2011
American Marketing Association November 2009 - November 2010
Byte Ventures (BV Marketing) June 2009 - August 2009
Skills
Social Media Marketing, Paid Search Marketing, Branding & Identity, Advertising, SEM, Social Media, Marketing, Marketing Strategy, Competitive Analysis, Leadership, Web Analytics, Digital Marketing
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Marketing
University of Massachusetts, Amherst 2001 — 2004
BA, Communications
University of Massachusetts, Amherst 2001 — 2004
Jeffrey Keating Jeffrey Keating's State Street Experience January 2003 - September 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
J.P. Morgan 2011 - October 2012
State Street Bank and Trust September 2007 - December 2010
State Street January 2003 - September 2007
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Marketing and Finance
Worcester State University 1990 — 1993
Bachelor of Science, Business
BlackRock September 2012 - Present
J.P. Morgan 2011 - October 2012
State Street Bank and Trust September 2007 - December 2010
State Street January 2003 - September 2007
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Marketing and Finance
Worcester State University 1990 — 1993
Bachelor of Science, Business
Ada Lam Ada Lam's State Street Experience April 2008 - February 2015
Job Exploring New Opportunities in Financial Analyst & Event Planning
Industry Financial Services
Experience
Financial Analyst & Event Planning February 2015 - Present
State Street April 2008 - February 2015
State Street February 2007 - April 2008
State Street January 2005 - February 2007
State Street August 2000 - January 2005
Skills
Financial Analysis, Event Planning, Microsoft Excel, Bloomberg, Financial Services, Fixed Income, Finance, Financial Reporting, Mutual Funds, Accounting, Nonprofits, Events Coordination, Special Events, Volunteering, Non-profit Volunteering, Public Speaking, Emcee, Great Organizer, Communication, Training, Expense Reports, Chinese, Marketing, Entertainment, Festivals, Asian Culture, Leadership, Analysis, Account Reconciliation, Access, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Banking, Data Analysis, Asset Management, Customer Service
Education
Suffolk University - Sawyer Business School 1997 — 2000
Bachelor's Degree, Finance and Computer Information System
Aquinas College 1995 — 1997
Associate's Degree, Business Management
Financial Analyst & Event Planning February 2015 - Present
State Street April 2008 - February 2015
State Street February 2007 - April 2008
State Street January 2005 - February 2007
State Street August 2000 - January 2005
Skills
Financial Analysis, Event Planning, Microsoft Excel, Bloomberg, Financial Services, Fixed Income, Finance, Financial Reporting, Mutual Funds, Accounting, Nonprofits, Events Coordination, Special Events, Volunteering, Non-profit Volunteering, Public Speaking, Emcee, Great Organizer, Communication, Training, Expense Reports, Chinese, Marketing, Entertainment, Festivals, Asian Culture, Leadership, Analysis, Account Reconciliation, Access, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Banking, Data Analysis, Asset Management, Customer Service
Education
Suffolk University - Sawyer Business School 1997 — 2000
Bachelor's Degree, Finance and Computer Information System
Aquinas College 1995 — 1997
Associate's Degree, Business Management
Daniel Buckwell Daniel Buckwell's State Street Experience March 2007 - April 2010
Job Enterprise Project Specialist FMCNA
Industry Hospital & Health Care
Experience
Fresenius Medical Care NA March 2010 - Present
State Street March 2007 - April 2010
State Street July 2006 - March 2007
State Street July 2005 - July 2006
Catholic Healthcare West June 2004 - September 2004
Skills
Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Marketing, Auditing, Program Management, Management, Financial Reporting, Analysis, Project Management, Leadership, Strategic Planning, Sales
Education
PMI - Project Management Institute 2009 — 2010
CAPM, Certified Associate in Project Management
Suffolk University - Sawyer Business School 2006 — 2008
MBA, International Business Management
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Arts, Economics Major & Business Minor
Fresenius Medical Care NA March 2010 - Present
State Street March 2007 - April 2010
State Street July 2006 - March 2007
State Street July 2005 - July 2006
Catholic Healthcare West June 2004 - September 2004
Skills
Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Marketing, Auditing, Program Management, Management, Financial Reporting, Analysis, Project Management, Leadership, Strategic Planning, Sales
Education
PMI - Project Management Institute 2009 — 2010
CAPM, Certified Associate in Project Management
Suffolk University - Sawyer Business School 2006 — 2008
MBA, International Business Management
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Arts, Economics Major & Business Minor
Amy Fahey's State Street Experience June 2008 - February 2009
Job Marketing Manager at Colantonio, Inc.
Industry Construction
Experience
Colantonio, Inc. January 2010 - Present
State Street June 2008 - February 2009
Brain Injury Association of Massachusetts April 2007 - May 2008
Investors Bank & Trust October 1990 - November 1997
Skills
Proposal Writing, Strategic Planning, Market Planning, Brand Management, Marketing Management, Marketing Communications, Advertising, Construction, Construction Management, Cross-functional Team..., Marketing, Contractors, Contract Negotiation, Budgets, Business Development, Contract Management, Lead Generation
Education
Suffolk University - Sawyer School of Management 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Colantonio, Inc. January 2010 - Present
State Street June 2008 - February 2009
Brain Injury Association of Massachusetts April 2007 - May 2008
Investors Bank & Trust October 1990 - November 1997
Skills
Proposal Writing, Strategic Planning, Market Planning, Brand Management, Marketing Management, Marketing Communications, Advertising, Construction, Construction Management, Cross-functional Team..., Marketing, Contractors, Contract Negotiation, Budgets, Business Development, Contract Management, Lead Generation
Education
Suffolk University - Sawyer School of Management 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Susan Fennessy Susan Fennessy's State Street Experience 2006 - 2014
Job Banking Professional
Industry Banking
Experience
State Street 2006 - 2014
State Street 2000 - 2006
State Street 1986 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Technical Support, Data Center, Invoicing, Operating Systems, Security, Access, Administration, Lotus Notes, Software Documentation, Disaster Recovery, Vendor Management
Education
Boston Business 1977 — 1979
Secretarial Certificate
Suffolk University 1976 — 1977
Social Work
State Street 2006 - 2014
State Street 2000 - 2006
State Street 1986 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Technical Support, Data Center, Invoicing, Operating Systems, Security, Access, Administration, Lotus Notes, Software Documentation, Disaster Recovery, Vendor Management
Education
Boston Business 1977 — 1979
Secretarial Certificate
Suffolk University 1976 — 1977
Social Work
Jamie Blanks Jamie Blanks's State Street Experience 1987 - 1988
Job AVP, Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
Katherine (Simmons) Potteiger Katherine (Simmons) Potteiger's State Street Experience April 2006 - July 2008
Job Manager, Information Technology at Biogen
Industry Information Technology and Services
Experience
Biogen Idec January 2015 - Present
Biogen April 2013 - January 2015
Biogen Idec February 2012 - April 2013
United Natural Foods (Centric Consulting) January 2010 - December 2011
It's Learning June 2009 - August 2009
Investors Bank & Trust April 2006 - July 2008
State Street April 2006 - July 2008
Commonwealth of Massachusetts January 2005 - April 2006
Skills
Product Launch, Digital Marketing, Web Project Management, Project Management, Resource Management, Requirements Gathering, Software Documentation, Business Analysis, Business Process, Software Project..., SDLC, Strategy, Warehouse Management, Integration, Visio, Process Improvement, PMO, Software Implementation, MS Project, Web Applications, Release Management, Management Consulting, SharePoint, Technical Documentation, Executive Reporting, Business Relationship..., Software Lifecycle..., Software Configuration..., Vendor Management, Project Portfolio..., Mobile Applications, Mobile Design, JIRA, MBA, International Business, Human Capital Management, Project Delivery, Data Mapping, Scrum, BPMN, Agile, Web Design, Timelines, Email Marketing, Social Media Marketing, Web Analytics
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, International Business
University of Massachusetts Boston 2000 — 2006
BA, Political Science and Irish Studies
Biogen Idec January 2015 - Present
Biogen April 2013 - January 2015
Biogen Idec February 2012 - April 2013
United Natural Foods (Centric Consulting) January 2010 - December 2011
It's Learning June 2009 - August 2009
Investors Bank & Trust April 2006 - July 2008
State Street April 2006 - July 2008
Commonwealth of Massachusetts January 2005 - April 2006
Skills
Product Launch, Digital Marketing, Web Project Management, Project Management, Resource Management, Requirements Gathering, Software Documentation, Business Analysis, Business Process, Software Project..., SDLC, Strategy, Warehouse Management, Integration, Visio, Process Improvement, PMO, Software Implementation, MS Project, Web Applications, Release Management, Management Consulting, SharePoint, Technical Documentation, Executive Reporting, Business Relationship..., Software Lifecycle..., Software Configuration..., Vendor Management, Project Portfolio..., Mobile Applications, Mobile Design, JIRA, MBA, International Business, Human Capital Management, Project Delivery, Data Mapping, Scrum, BPMN, Agile, Web Design, Timelines, Email Marketing, Social Media Marketing, Web Analytics
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, International Business
University of Massachusetts Boston 2000 — 2006
BA, Political Science and Irish Studies
David Koplan David Koplan's State Street Experience March 2001 - December 2008
Job Partner at The Coupon Book
Industry Marketing and Advertising
Experience
The Coupon Book November 2014 - Present
Eli & Bessie Cohen Camps, Camp Tel Noar 2013 - Present
Henry Elliott & Company, Inc September 2010 - November 2014
Community Business Network, LLC. January 2009 - October 2010
State Street March 2001 - December 2008
ZEFER September 1999 - February 2001
Fidelity Investments December 1993 - September 1999
Shearson-Lehman Brothers, Inc. June 1992 - December 1993
Skills
Project Management, Business Planning, Relationship Management, Healthcare Information..., CRM, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Business Strategy, Management, Healthcare, Strategy
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Executive MBA, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Economics
The Coupon Book November 2014 - Present
Eli & Bessie Cohen Camps, Camp Tel Noar 2013 - Present
Henry Elliott & Company, Inc September 2010 - November 2014
Community Business Network, LLC. January 2009 - October 2010
State Street March 2001 - December 2008
ZEFER September 1999 - February 2001
Fidelity Investments December 1993 - September 1999
Shearson-Lehman Brothers, Inc. June 1992 - December 1993
Skills
Project Management, Business Planning, Relationship Management, Healthcare Information..., CRM, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Business Strategy, Management, Healthcare, Strategy
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Executive MBA, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Economics
Suzanne Tam's State Street Experience June 2011 - August 2011
Job IDIIL Learning Center
Industry Accounting
Experience
IDIIL Learning Center October 2008 - Present
Northwestern Mutual February 2014 - May 2014
CVS May 2013 - May 2014
State Street June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Business Statistics, Access, Customer Service, Teaching, Microsoft Office, Social Networking, Accounting
Education
Suffolk University 2011 — 2015
Bachelor's degree, Accounting and Finance
Josiah Quincy Upper School 2004 — 2011
High School Diploma
IDIIL Learning Center October 2008 - Present
Northwestern Mutual February 2014 - May 2014
CVS May 2013 - May 2014
State Street June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Business Statistics, Access, Customer Service, Teaching, Microsoft Office, Social Networking, Accounting
Education
Suffolk University 2011 — 2015
Bachelor's degree, Accounting and Finance
Josiah Quincy Upper School 2004 — 2011
High School Diploma
Megan Leonard Megan Leonard's State Street Experience March 2008 - May 2014
Job Executive Administrative Assistant at Mashpee Middle/High School
Industry Primary/Secondary Education
Experience
Mashpee Public School August 2015 - Present
J Jill May 2014 - January 2015
State Street March 2008 - May 2014
Skills
Outlook, Microsoft Excel, Lotus Notes, Administrative..., Access, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Spreadsheets, Banking, Financial Services, Project Management, Teamwork, Administrative...
Education
Suffolk University 1994 — 1996
Mashpee Public School August 2015 - Present
J Jill May 2014 - January 2015
State Street March 2008 - May 2014
Skills
Outlook, Microsoft Excel, Lotus Notes, Administrative..., Access, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Spreadsheets, Banking, Financial Services, Project Management, Teamwork, Administrative...
Education
Suffolk University 1994 — 1996
Leslie Norton Leslie Norton's State Street Experience 1992 - 2003
Job Social Director at Kingston Yacht Club
Industry Nonprofit Organization Management
Experience
Kingston Yacht Club April 2015 - Present
The Dianne DeVanna Center August 2010 - Present
State Street 1992 - 2003
Skills
Customer Service, Event Management, Event Planning, Fundraising, Management, Social Media, Strategic Planning, Budgets, Marketing, Marketing Strategy, Mergers, Public Speaking, Sales, Team Building, Training, Social Networking
Education
Suffolk University 1990 — 1992
Bachelor
Kingston Yacht Club April 2015 - Present
The Dianne DeVanna Center August 2010 - Present
State Street 1992 - 2003
Skills
Customer Service, Event Management, Event Planning, Fundraising, Management, Social Media, Strategic Planning, Budgets, Marketing, Marketing Strategy, Mergers, Public Speaking, Sales, Team Building, Training, Social Networking
Education
Suffolk University 1990 — 1992
Bachelor
Dawn Soloway's State Street Experience 1993 - 2003
Job Internal Auditor at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company July 2005 - Present
Healy & Healy June 2003 - June 2005
State Street 1993 - 2003
Skills
Banking, Internal Audit, Risk Management, Credit Risk, Financial Analysis, Accounting, Commercial Banking, Financial Services, Loans, Financial Risk, Credit Analysis, Portfolio Management, Regulatory Compliance
Education
Suffolk University - Sawyer School of Management
MBA
University of Massachusetts Dartmouth 1990 — 1992
Bachelors, Accounting
Rockland Trust Company July 2005 - Present
Healy & Healy June 2003 - June 2005
State Street 1993 - 2003
Skills
Banking, Internal Audit, Risk Management, Credit Risk, Financial Analysis, Accounting, Commercial Banking, Financial Services, Loans, Financial Risk, Credit Analysis, Portfolio Management, Regulatory Compliance
Education
Suffolk University - Sawyer School of Management
MBA
University of Massachusetts Dartmouth 1990 — 1992
Bachelors, Accounting
Scott Russo Scott Russo's State Street Experience April 2015 - Present
Job Income/SEC Yield Specialist at State Street
Industry Real Estate
Experience
State Street April 2015 - Present
Paradigm Properties March 2014 - October 2014
UBS July 2012 - September 2013
Thayer Academy June 2009 - August 2013
Skills
Financial Analysis, Capital Markets, Microsoft Excel, Real Estate, Real Estate Development, Politics, Public Speaking, Legal Compliance, Time Management, Microsoft Word, PowerPoint, Research, Access, Leadership, Microsoft Office
Education
Suffolk University 2010 — 2014
Bachelor's Degree, Finance, Real Estate. Business Law, Graduated May 2014
State Street April 2015 - Present
Paradigm Properties March 2014 - October 2014
UBS July 2012 - September 2013
Thayer Academy June 2009 - August 2013
Skills
Financial Analysis, Capital Markets, Microsoft Excel, Real Estate, Real Estate Development, Politics, Public Speaking, Legal Compliance, Time Management, Microsoft Word, PowerPoint, Research, Access, Leadership, Microsoft Office
Education
Suffolk University 2010 — 2014
Bachelor's Degree, Finance, Real Estate. Business Law, Graduated May 2014
John Rensink John Rensink's State Street Experience January 2015 - Present
Job Sector Sales Consultant State Street Bank
Industry Financial Services
Experience
State Street January 2015 - Present
Santander Bank, N.A. August 2013 - January 2015
Citizens Bank February 2010 - July 2013
State Street Global Markets January 2007 - December 2008
Citizens Bank January 2002 - April 2005
BizownerHQ.com September 2000 - October 2001
Skills
Series 7, Spanish, Bloomberg, Bonds, Series 63, Credit, Mortgage Lending, Banking, Securities, Fixed Income, Equities, Investments, Asset Allocation, Financial Analysis, Relationship Management, Competitive Analysis, Finance, Corporate Finance, Retail Banking, Private Banking, Loans, Commercial Banking, Insurance
Education
Suffolk University - Sawyer Business School 2005 — 2006
MBA, Finance
University of Massachusetts Lowell 1997 — 2001
BSBA, Corporate Finance/Marketing
State Street January 2015 - Present
Santander Bank, N.A. August 2013 - January 2015
Citizens Bank February 2010 - July 2013
State Street Global Markets January 2007 - December 2008
Citizens Bank January 2002 - April 2005
BizownerHQ.com September 2000 - October 2001
Skills
Series 7, Spanish, Bloomberg, Bonds, Series 63, Credit, Mortgage Lending, Banking, Securities, Fixed Income, Equities, Investments, Asset Allocation, Financial Analysis, Relationship Management, Competitive Analysis, Finance, Corporate Finance, Retail Banking, Private Banking, Loans, Commercial Banking, Insurance
Education
Suffolk University - Sawyer Business School 2005 — 2006
MBA, Finance
University of Massachusetts Lowell 1997 — 2001
BSBA, Corporate Finance/Marketing
Laura Kudcey Laura Kudcey's State Street Experience June 2015 - Present
Job Student at Suffolk University
Industry
Experience
State Street June 2015 - Present
Hampshire House November 2014 - May 2015
Skechers May 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Suffolk University 2011 — 2015
Bachelor's degree, Accounting and Finance
State Street June 2015 - Present
Hampshire House November 2014 - May 2015
Skechers May 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Suffolk University 2011 — 2015
Bachelor's degree, Accounting and Finance
Alexander Pistorio Alexander Pistorio's State Street Experience June 2012 - February 2015
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners February 2015 - Present
State Street June 2012 - February 2015
State Street June 2010 - June 2012
State Street July 2008 - June 2010
State Street July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust October 2004 - November 2005
Skills
Equities, Fund Accounting, Fixed Income, Bloomberg, Account Reconciliation, Microsoft Excel, Securities, Investments, Derivatives, Capital Markets, Asset Managment, Corporate Actions, Alternative Investments, Financial Services, FX Options, BlackRock Aladdin, DTCC DerivServ, Markitwire, Morningstar, Reuters, Passport GMID, MS Excel Pivot Tables, CDS, Futures Trading, Business Strategy, Location Management, MBA, Middle Office, Financial Markets, Asset Management
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, 3.67
University of Southern Maine 2000 — 2004
B.A., English
St. John's Preparatory School 1996 — 2000
HarbourVest Partners February 2015 - Present
State Street June 2012 - February 2015
State Street June 2010 - June 2012
State Street July 2008 - June 2010
State Street July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust October 2004 - November 2005
Skills
Equities, Fund Accounting, Fixed Income, Bloomberg, Account Reconciliation, Microsoft Excel, Securities, Investments, Derivatives, Capital Markets, Asset Managment, Corporate Actions, Alternative Investments, Financial Services, FX Options, BlackRock Aladdin, DTCC DerivServ, Markitwire, Morningstar, Reuters, Passport GMID, MS Excel Pivot Tables, CDS, Futures Trading, Business Strategy, Location Management, MBA, Middle Office, Financial Markets, Asset Management
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, 3.67
University of Southern Maine 2000 — 2004
B.A., English
St. John's Preparatory School 1996 — 2000
Stephanie Kotchofa Stephanie Kotchofa's State Street Experience Operations InternDaley And Associates, LLCJune 2013 - August 2013
Job Contractor at State Street, Securities Finance, Global Market
Industry Banking
Experience
State Street Operations InternDaley And Associates, LLCJune 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Budgets, Fundraising, Advertising, Marketing, Event Planning
Education
Suffolk University 2010 — 2014
Bachelor in Science and Business Administration B.S.B.A, General Management-Finance
State Street Operations InternDaley And Associates, LLCJune 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Budgets, Fundraising, Advertising, Marketing, Event Planning
Education
Suffolk University 2010 — 2014
Bachelor in Science and Business Administration B.S.B.A, General Management-Finance
Xavier Ortiz's State Street Experience January 2011 - May 2011
Job Financial Services Advisory Senior at EY
Industry Financial Services
Experience
EY May 2014 - Present
Protiviti September 2013 - April 2014
Commonwealth of Massachusetts Division of Banks May 2011 - September 2013
State Street January 2011 - May 2011
Suffolk University 2007 - 2011
State Street March 2010 - September 2010
Skills
Financial Analysis, Risk Management, Project Management, SOX 404, Applicant Tracking..., CCAR, PeopleSoft, Bloomberg, Internal Audit, Onboarding, Talent Acquisition, Talent Management, Performance Management, Recruiting, Human Resources, Access, Employee Relations, Technical Recruiting, Internet Recruiting, Sourcing
Education
Suffolk University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
EY May 2014 - Present
Protiviti September 2013 - April 2014
Commonwealth of Massachusetts Division of Banks May 2011 - September 2013
State Street January 2011 - May 2011
Suffolk University 2007 - 2011
State Street March 2010 - September 2010
Skills
Financial Analysis, Risk Management, Project Management, SOX 404, Applicant Tracking..., CCAR, PeopleSoft, Bloomberg, Internal Audit, Onboarding, Talent Acquisition, Talent Management, Performance Management, Recruiting, Human Resources, Access, Employee Relations, Technical Recruiting, Internet Recruiting, Sourcing
Education
Suffolk University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Alvin Yu's State Street Experience November 2008 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
State Street November 2008 - December 2010
State Street August 2006 - November 2008
State Street April 2001 - August 2006
State Street April 1997 - April 2001
Skills
Fund Accounting, Accounting, Equities
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Accounting
State Street November 2008 - December 2010
State Street August 2006 - November 2008
State Street April 2001 - August 2006
State Street April 1997 - April 2001
Skills
Fund Accounting, Accounting, Equities
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Accounting
Brittany Nouwezem Brittany Nouwezem's State Street Experience August 2010 - Present
Job Client Service and Operations Respresentative
Industry Financial Services
Experience
State Street August 2010 - Present
Omni Parker House February 2010 - April 2010
Merrill Lynch October 2008 - December 2008
Skills
Financial Reporting, Fund Accounting, Bloomberg, Mutual Funds, Client Service, Organization Skills, MS Office, Fixed Income, Communication, Reliability, Equities, Account Reconciliation, Corporate Actions, Deadline Oriented, Writing
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Bachelor's Degree, Business Management
State Street August 2010 - Present
Omni Parker House February 2010 - April 2010
Merrill Lynch October 2008 - December 2008
Skills
Financial Reporting, Fund Accounting, Bloomberg, Mutual Funds, Client Service, Organization Skills, MS Office, Fixed Income, Communication, Reliability, Equities, Account Reconciliation, Corporate Actions, Deadline Oriented, Writing
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Bachelor's Degree, Business Management
Matthew Forzese's State Street Experience June 2014 - Present
Job Global Client Service Representative at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
Santander Bank, N.A. March 2014 - June 2014
TD Bank Group March 2013 - March 2014
TD Bank Group June 2012 - March 2013
Skills
Banking, Retail Banking, Credit, Loans, Deposits, Teller Operations, Personal Banking, Cross Selling, Cash Management, Facebook, Twitter, Sports, Microsoft Office, Photoshop, Illustrator, Customer Service, Teamwork, Microsoft Excel, Financial Analysis, Sales, Management, Time Management, Training, Coaching
Education
Suffolk University 2009 — 2013
BSBA, Management, Alumni
John Cabot University 2012 — 2012
Business, Management, Marketing, and Related Support Services
Salem High School 2005 — 2009
State Street June 2014 - Present
Santander Bank, N.A. March 2014 - June 2014
TD Bank Group March 2013 - March 2014
TD Bank Group June 2012 - March 2013
Skills
Banking, Retail Banking, Credit, Loans, Deposits, Teller Operations, Personal Banking, Cross Selling, Cash Management, Facebook, Twitter, Sports, Microsoft Office, Photoshop, Illustrator, Customer Service, Teamwork, Microsoft Excel, Financial Analysis, Sales, Management, Time Management, Training, Coaching
Education
Suffolk University 2009 — 2013
BSBA, Management, Alumni
John Cabot University 2012 — 2012
Business, Management, Marketing, and Related Support Services
Salem High School 2005 — 2009
Michael Zervos Michael Zervos's State Street Experience March 2015 - Present
Job Operations Manager, Senior Associate at State Street
Industry Marketing and Advertising
Experience
State Street March 2015 - Present
State Street (Global Cash Operations) February 2013 - Present
State Street (USIS) July 2011 - February 2013
Tappan Management Corporation April 2009 - September 2011
Bank of America Merrill Lynch January 2011 - April 2011
Ario Advertising March 2010 - September 2010
Anatolia College, The office of Trustees June 2009 - May 2010
Canton Cleaners And Tailors June 2004 - 2009
Massachusetts State House June 2006 - September 2006
Skills
Advertising, Brand Development, Brand Awareness, Marketing Strategy, Marketing Research, Social Media Marketing, Adobe Creative Suite, Creative Strategy, Hotel Management, Hospitality, Wealth Management, General Business..., Mutual Funds, Custody, Bloomberg, Financial Services, Management, Time Management, Customer Service, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Suffolk University 2007 — 2011
Bachelor of Science, Advertising, Marketing
State Street March 2015 - Present
State Street (Global Cash Operations) February 2013 - Present
State Street (USIS) July 2011 - February 2013
Tappan Management Corporation April 2009 - September 2011
Bank of America Merrill Lynch January 2011 - April 2011
Ario Advertising March 2010 - September 2010
Anatolia College, The office of Trustees June 2009 - May 2010
Canton Cleaners And Tailors June 2004 - 2009
Massachusetts State House June 2006 - September 2006
Skills
Advertising, Brand Development, Brand Awareness, Marketing Strategy, Marketing Research, Social Media Marketing, Adobe Creative Suite, Creative Strategy, Hotel Management, Hospitality, Wealth Management, General Business..., Mutual Funds, Custody, Bloomberg, Financial Services, Management, Time Management, Customer Service, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Suffolk University 2007 — 2011
Bachelor of Science, Advertising, Marketing
Joseph M. Miller Joseph M. Miller's State Street Experience September 2004 - March 2010
Job Senior Associate, Capital Markets at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Diane (Yotts) Perella Diane (Yotts) Perella's State Street Experience August 2009 - Present
Job Proficient Global Platform Manager
Industry Financial Services
Experience
State Street August 2009 - Present
State Street August 1999 - December 2009
Emerson Network Power June 1991 - April 1999
EMI Strategic Marketing 1997 - 1999
Skills
WebTrends Analytics, SDLC, Project Management, Fund Accounting, Corporate Actions, Financial Services, Accounting, Fund Administration, Mutual Funds, Middle Office, Securities, Equities, Asset Managment, Securities Lending, Fixed Income, Management, Relationship Management, Analysis, Bloomberg, Financial Markets, Derivatives, Hedge Funds, Strategy, Portfolio Management, Global Custody, Alternative Investments, Product Management, Investment Management, Back Office, Settlement, Asset Management, CRM, Investments
Education
Suffolk University - Sawyer Business School 1997 — 1998
MBA
University of Massachusetts Boston 1981 — 1986
BA
Worcester State University 1979 — 1981
transferred
Fontbonne Academy
State Street August 2009 - Present
State Street August 1999 - December 2009
Emerson Network Power June 1991 - April 1999
EMI Strategic Marketing 1997 - 1999
Skills
WebTrends Analytics, SDLC, Project Management, Fund Accounting, Corporate Actions, Financial Services, Accounting, Fund Administration, Mutual Funds, Middle Office, Securities, Equities, Asset Managment, Securities Lending, Fixed Income, Management, Relationship Management, Analysis, Bloomberg, Financial Markets, Derivatives, Hedge Funds, Strategy, Portfolio Management, Global Custody, Alternative Investments, Product Management, Investment Management, Back Office, Settlement, Asset Management, CRM, Investments
Education
Suffolk University - Sawyer Business School 1997 — 1998
MBA
University of Massachusetts Boston 1981 — 1986
BA
Worcester State University 1979 — 1981
transferred
Fontbonne Academy
Blerta Ziu Blerta Ziu's State Street Experience October 2014 - Present
Job Shared Services Manager, Senior Associate at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street July 2013 - January 2015
State Street Bank 2011 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Access, Data Analysis, Microsoft Office, Research, Financial Reporting, Risk Management, Microsoft Word, Bloomberg, Outlook, Analysis, Social Media, Public Speaking, Investments, Event Planning, Team Leadership, Financial Risk, Analytical Skills, Tax Accounting, Macro Analysis, ETFs
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA Finance and Marketing, Finance, Marketing
State Street October 2014 - Present
State Street July 2013 - January 2015
State Street Bank 2011 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Access, Data Analysis, Microsoft Office, Research, Financial Reporting, Risk Management, Microsoft Word, Bloomberg, Outlook, Analysis, Social Media, Public Speaking, Investments, Event Planning, Team Leadership, Financial Risk, Analytical Skills, Tax Accounting, Macro Analysis, ETFs
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA Finance and Marketing, Finance, Marketing
Stephanie Fulchini Stephanie Fulchini's State Street Experience August 2014 - August 2015
Job Media Billing & Compliance Analyst at DigitasLBi_US
Industry Management Consulting
Experience
DigitasLBi_US August 2015 - Present
US Department of Homeland Security March 2012 - Present
State Street August 2014 - August 2015
Eaton Vance August 2013 - October 2013
The United States Department of Homeland Security March 2012 - May 2013
Saugus Co-Operative Bank June 2010 - January 2012
Skills
Telephone Skills, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Managment
Suffolk University Sawyer Business School 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management
DigitasLBi_US August 2015 - Present
US Department of Homeland Security March 2012 - Present
State Street August 2014 - August 2015
Eaton Vance August 2013 - October 2013
The United States Department of Homeland Security March 2012 - May 2013
Saugus Co-Operative Bank June 2010 - January 2012
Skills
Telephone Skills, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Managment
Suffolk University Sawyer Business School 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management
Ari Hutt's State Street Experience December 2012 - August 2013
Job VP of Operations at Peerform
Industry Financial Services
Experience
Peerform March 2014 - Present
State Street December 2012 - August 2013
eToro.com January 2010 - August 2010
Independent Travels February 2008 - June 2009
The Nation Traffic November 2006 - February 2008
The Nation Traffic September 2005 - November 2006
Skills
Banking, Business Strategy, Team Leadership, Analysis, Microsoft Office, Marketing, Microsoft Excel, Strategic Planning, Team Building, Account Management, Financial Analysis, Investment Management, Market Analysis, Budgets, Sales, Customer Service, PowerPoint, Financial Modeling, Accounting
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
Investment Banking Institute 2011 — 2011
University of Massachusetts, Amherst 2001 — 2005
B.A, Political Science
Peerform March 2014 - Present
State Street December 2012 - August 2013
eToro.com January 2010 - August 2010
Independent Travels February 2008 - June 2009
The Nation Traffic November 2006 - February 2008
The Nation Traffic September 2005 - November 2006
Skills
Banking, Business Strategy, Team Leadership, Analysis, Microsoft Office, Marketing, Microsoft Excel, Strategic Planning, Team Building, Account Management, Financial Analysis, Investment Management, Market Analysis, Budgets, Sales, Customer Service, PowerPoint, Financial Modeling, Accounting
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
Investment Banking Institute 2011 — 2011
University of Massachusetts, Amherst 2001 — 2005
B.A, Political Science
Robert Barry's State Street Experience January 2015 - Present
Job Vice President, Compliance Manager at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
Linda Sarno's State Street Experience July 2013 - Present
Job State Street Bank
Industry Financial Services
Experience
State Street July 2013 - Present
Federal Reserve Bank of Boston August 2010 - November 2011
State Street Bank June 2000 - January 2009
Fidelity Investments January 1999 - June 2000
Fidelity Investments January 1999 - June 2000
Fidelity Management Research Company February 1994 - June 1999
Fidelity Services Company June 1996 - January 1999
Fidelity Investments February 1993 - February 1994
Skills
Software Development, SDLC, Program Management, Software Documentation, Vendor Management, Analysis, Databases, Management, Project Planning, Access
Education
Westfield State University 1975 — 1979
Bachelor of Science degree, Criminal Justice and Psychology
Agile Training
Suffolk University
State Street July 2013 - Present
Federal Reserve Bank of Boston August 2010 - November 2011
State Street Bank June 2000 - January 2009
Fidelity Investments January 1999 - June 2000
Fidelity Investments January 1999 - June 2000
Fidelity Management Research Company February 1994 - June 1999
Fidelity Services Company June 1996 - January 1999
Fidelity Investments February 1993 - February 1994
Skills
Software Development, SDLC, Program Management, Software Documentation, Vendor Management, Analysis, Databases, Management, Project Planning, Access
Education
Westfield State University 1975 — 1979
Bachelor of Science degree, Criminal Justice and Psychology
Agile Training
Suffolk University
Pete Sullivan's State Street Experience October 2008 - Present
Job Head of Operations Global Transaction Processing at State Street
Industry Financial Services
Experience
State Street October 2008 - Present
State Street September 2008 - Present
State Street Corp January 2007 - September 2008
State Street September 2004 - January 2007
Skills
Equities, Banking, Fixed Income, Financial Services, Derivatives, Mergers & Acquisitions, Strategy, Corporate Actions, PMO, Securities, Swaps, Mergers, Global Custody, Risk Management, Business Analysis, Mutual Funds, Fund Accounting, Fund Administration, Asset Management
Education
Suffolk University
State Street October 2008 - Present
State Street September 2008 - Present
State Street Corp January 2007 - September 2008
State Street September 2004 - January 2007
Skills
Equities, Banking, Fixed Income, Financial Services, Derivatives, Mergers & Acquisitions, Strategy, Corporate Actions, PMO, Securities, Swaps, Mergers, Global Custody, Risk Management, Business Analysis, Mutual Funds, Fund Accounting, Fund Administration, Asset Management
Education
Suffolk University
Elizabeth Marshall Murphy's State Street Experience January 2012 - February 2014
Job Managing Director, Marketing Technology
Industry Financial Services
Experience
State Street Global Advisors February 2014 - Present
State Street January 2012 - February 2014
State Street March 2007 - January 2012
State Street March 2002 - March 2007
State Street Research/State Street Global Advisors December 1998 - April 2001
Skills
Analytics, Asset Management, Bloomberg, Competitive Analysis, ETFs, Equities, Financial Services, Fixed Income, Investments, Marketing, Mutual Funds, Project Management, Securities, Strategy, Management
Education
Suffolk University - Sawyer Business School 2001 — 2003
Executive MBA, Marketing, Finance
Tufts University 1993 — 1997
BS, Mathematics
State Street Global Advisors February 2014 - Present
State Street January 2012 - February 2014
State Street March 2007 - January 2012
State Street March 2002 - March 2007
State Street Research/State Street Global Advisors December 1998 - April 2001
Skills
Analytics, Asset Management, Bloomberg, Competitive Analysis, ETFs, Equities, Financial Services, Fixed Income, Investments, Marketing, Mutual Funds, Project Management, Securities, Strategy, Management
Education
Suffolk University - Sawyer Business School 2001 — 2003
Executive MBA, Marketing, Finance
Tufts University 1993 — 1997
BS, Mathematics
Khemara Kang's State Street Experience June 2007 - February 2010
Job Owner at Liquid Luck LLC
Industry Investment Banking
Experience
Liquid Luck LLC November 2011 - Present
State Street June 2007 - February 2010
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Mutual Funds, Fund Of Funds, Fixed Income, NAV, Equities, Global Custody, Swaps, Derivatives, Bloomberg Terminal, Fund Services, Account Reconciliation, Securities, Financial Analysis, Axys, Financial Reporting, Wine, Beer, Craft Beer, Wine Tasting, Red Wine
Education
Suffolk University - Sawyer School of Management 2003 — 2007
BSBA, Finance, General
Liquid Luck LLC November 2011 - Present
State Street June 2007 - February 2010
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Mutual Funds, Fund Of Funds, Fixed Income, NAV, Equities, Global Custody, Swaps, Derivatives, Bloomberg Terminal, Fund Services, Account Reconciliation, Securities, Financial Analysis, Axys, Financial Reporting, Wine, Beer, Craft Beer, Wine Tasting, Red Wine
Education
Suffolk University - Sawyer School of Management 2003 — 2007
BSBA, Finance, General
Brian Snodgrass's State Street Experience May 2014 - Present
Job Asset Management Senior Advisor Representative
Industry Financial Services
Experience
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street Corporation February 2006 - October 2012
Investors Bank & Trust December 2004 - February 2006
State Street March 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Fixed Income, Management, Budgets, Client Relations, Client Services, Team Building, Customer Service, Data Analysis, Project Management, Financial Services, Bloomberg, Financial Analysis, Portfolio Management, Analysis, Investments, Asset Management
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Concentration in Organizational Behavior
Vassar College 1999 — 2003
B.A., Political Science
Holmdel High School 1995 — 1999
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street Corporation February 2006 - October 2012
Investors Bank & Trust December 2004 - February 2006
State Street March 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Fixed Income, Management, Budgets, Client Relations, Client Services, Team Building, Customer Service, Data Analysis, Project Management, Financial Services, Bloomberg, Financial Analysis, Portfolio Management, Analysis, Investments, Asset Management
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Concentration in Organizational Behavior
Vassar College 1999 — 2003
B.A., Political Science
Holmdel High School 1995 — 1999
Dan Ruble's State Street Experience 2004 - 2007
Job Consultant at CTI Compliance
Industry Financial Services
Experience
CTI Compliance October 2007 - Present
State Street 2004 - 2007
Education
Suffolk University - Sawyer Business School 2006 — 2008
MSF, Finance
University of Massachusetts Dartmouth 2000 — 2004
BS, Operations Management
CTI Compliance October 2007 - Present
State Street 2004 - 2007
Education
Suffolk University - Sawyer Business School 2006 — 2008
MSF, Finance
University of Massachusetts Dartmouth 2000 — 2004
BS, Operations Management
Bethany Roy's State Street Experience June 1996 - April 1998
Job Sr. Business Analyst at University System of New Hampshire
Industry Information Technology and Services
Experience
University System of New Hampshire September 2005 - Present
Putnam Investments August 2003 - August 2005
Putnam Investments November 2000 - July 2003
Putnam Investments May 2000 - November 2000
Putnam Investments December 1998 - May 2000
State Steet Bank April 1998 - December 1998
State Street June 1996 - April 1998
Millbrook Distribution Services April 1995 - June 1996
Osram Sylvania May 1994 - April 1995
Skills
Business Analysis, Process Improvement, Financial Services, Requirements Gathering, SQL, Fixed Income, Visio, SDLC, Vendor Management, Data Analysis, Business Requirements, Requirements Analysis, Project Management, Customer Service, Software Project...
Education
Suffolk University - Sawyer Business School 2001 — 2004
Master of Science in Finance, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
Business Administration
University System of New Hampshire September 2005 - Present
Putnam Investments August 2003 - August 2005
Putnam Investments November 2000 - July 2003
Putnam Investments May 2000 - November 2000
Putnam Investments December 1998 - May 2000
State Steet Bank April 1998 - December 1998
State Street June 1996 - April 1998
Millbrook Distribution Services April 1995 - June 1996
Osram Sylvania May 1994 - April 1995
Skills
Business Analysis, Process Improvement, Financial Services, Requirements Gathering, SQL, Fixed Income, Visio, SDLC, Vendor Management, Data Analysis, Business Requirements, Requirements Analysis, Project Management, Customer Service, Software Project...
Education
Suffolk University - Sawyer Business School 2001 — 2004
Master of Science in Finance, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
Business Administration
Alan Capodanno's State Street Experience 1989 - 1995
Job Finance Professional
Industry Financial Services
Experience
Avant Concept September 2012 - Present
US Peace Corps February 2006 - August 2008
Language Key Corporate Training October 2002 - January 2006
State Street Bank and Trust Comapny April 1999 - May 2000
Elizabeth Grady Face First January 1998 - March 1999
Peace Corps January 1995 - February 1997
State Street 1989 - 1995
Skills
Strategic Planning, Analysis, Business Strategy, Government, Budgets, Change Management, Financial Analysis, English, Training, Business Development, Strategy, Management, Nonprofits, Research, Start-ups, Process Improvement, Managerial Finance, Program Management, Contract Negotiation, Leadership, Sales, Management Consulting, Market Research, Entrepreneurship, Project Management, Negotiation
Education
St Louis University 2012 — 2013
Certificate, Compliance Management
University of South Carolina - The Moore School of Business 2000 — 2002
MBA, International Business
Suffolk University - Sawyer Business School 1998 — 1999
BSBC, Finance
Avant Concept September 2012 - Present
US Peace Corps February 2006 - August 2008
Language Key Corporate Training October 2002 - January 2006
State Street Bank and Trust Comapny April 1999 - May 2000
Elizabeth Grady Face First January 1998 - March 1999
Peace Corps January 1995 - February 1997
State Street 1989 - 1995
Skills
Strategic Planning, Analysis, Business Strategy, Government, Budgets, Change Management, Financial Analysis, English, Training, Business Development, Strategy, Management, Nonprofits, Research, Start-ups, Process Improvement, Managerial Finance, Program Management, Contract Negotiation, Leadership, Sales, Management Consulting, Market Research, Entrepreneurship, Project Management, Negotiation
Education
St Louis University 2012 — 2013
Certificate, Compliance Management
University of South Carolina - The Moore School of Business 2000 — 2002
MBA, International Business
Suffolk University - Sawyer Business School 1998 — 1999
BSBC, Finance
Antonio Pisano's State Street Experience May 2004 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2004 - Present
Investors Bank & Trust 2004 - 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Suffolk University - Sawyer Business School 1994 — 1998
BSBA, Accounting
State Street May 2004 - Present
Investors Bank & Trust 2004 - 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Suffolk University - Sawyer Business School 1994 — 1998
BSBA, Accounting
Andrea Dargie's State Street Experience June 2015 - Present
Job Vice President at State Street Corporation
Industry Information Technology and Services
Experience
State Street June 2015 - Present
State Street Corporation October 1991 - June 2015
Skills
SDLC, Fund Accounting, Middle Office, Mutual Funds, Fixed Income, Back Office, Vendor Management, Corporate Actions, Equities, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 1986 — 1991
Business Administration, Management and Operations
Thayer Academy 1982 — 1986
High School
State Street June 2015 - Present
State Street Corporation October 1991 - June 2015
Skills
SDLC, Fund Accounting, Middle Office, Mutual Funds, Fixed Income, Back Office, Vendor Management, Corporate Actions, Equities, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 1986 — 1991
Business Administration, Management and Operations
Thayer Academy 1982 — 1986
High School
Anne Chlebnik's State Street Experience October 1997 - January 2003
Job Relationship Management / Financial Services
Industry Financial Services
Experience
Exploring new opportunities September 2015 - Present
State Street Bank and Trust July 2005 - September 2015
US Bank January 2003 - July 2005
State Street October 1997 - January 2003
Skills
Financial Services, Fixed Income, Accounting, Alternative Investments, Analysis, Asset Allocation, Asset Management, Back Office, Banking, Bloomberg Terminal, Bloomberg, CDO, Business Analysis, Capital Markets, Cash Management, Corporate Actions, Credit Derivatives, Due Diligence, Derivatives, Equities, FX Options, Finance, Financial Reporting, Financial Modeling, Financial Markets, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Investment Banking, Investment Management, Investments, Loans, Middle Office, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Risk Management, Securitization, Securities, Global Custody, Structured Products, Structured Finance, Settlement, Series 63, Bonds, Wealth Management, Valuation, Trading Systems
Education
Suffolk University - Sawyer Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Boston University School of Business 1992 — 1996
Bachelor’s Degree, Accounting
Exploring new opportunities September 2015 - Present
State Street Bank and Trust July 2005 - September 2015
US Bank January 2003 - July 2005
State Street October 1997 - January 2003
Skills
Financial Services, Fixed Income, Accounting, Alternative Investments, Analysis, Asset Allocation, Asset Management, Back Office, Banking, Bloomberg Terminal, Bloomberg, CDO, Business Analysis, Capital Markets, Cash Management, Corporate Actions, Credit Derivatives, Due Diligence, Derivatives, Equities, FX Options, Finance, Financial Reporting, Financial Modeling, Financial Markets, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Investment Banking, Investment Management, Investments, Loans, Middle Office, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Risk Management, Securitization, Securities, Global Custody, Structured Products, Structured Finance, Settlement, Series 63, Bonds, Wealth Management, Valuation, Trading Systems
Education
Suffolk University - Sawyer Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Boston University School of Business 1992 — 1996
Bachelor’s Degree, Accounting
Nadia Spada's State Street Experience December 2007 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street December 2007 - Present
The Improper Bostonian May 2006 - May 2007
Education
Suffolk University 2003 — 2007
BSBA, Marketing
State Street December 2007 - Present
The Improper Bostonian May 2006 - May 2007
Education
Suffolk University 2003 — 2007
BSBA, Marketing
Adam Thorell, CPA's State Street Experience April 2007 - September 2008
Job Performance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Peter Guanci's State Street Experience July 2012 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2012 - Present
MetLife June 2008 - March 2012
MetLife January 1985 - May 2008
MetLife June 1981 - December 1984
Skills
Khalix, Hyperion, Microsoft Office, Lotus Notes, Expense Management, Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Business Process..., Risk Management, Management, Project Management, Pension Administration, Month End Close, Account Reconciliation, Separate Accounts, Auditing
Education
Suffolk University 1976 — 1980
Bachelor of Science in Business Administration, Accounting, 3.4 Grade Point Average
State Street July 2012 - Present
MetLife June 2008 - March 2012
MetLife January 1985 - May 2008
MetLife June 1981 - December 1984
Skills
Khalix, Hyperion, Microsoft Office, Lotus Notes, Expense Management, Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Business Process..., Risk Management, Management, Project Management, Pension Administration, Month End Close, Account Reconciliation, Separate Accounts, Auditing
Education
Suffolk University 1976 — 1980
Bachelor of Science in Business Administration, Accounting, 3.4 Grade Point Average
Daniel Daly PMP®'s State Street Experience July 1994 - Present
Job Vice President at State Street
Industry Investment Management
Experience
State Street July 1994 - Present
Skills
Fixed Income, Project Management, Mutual Funds, SDLC, Analysis, Financial Services, Banking, Investments, Requirements Gathering, Securities, Asset Management, Bonds, Vendor Management, Business Requirements, Equities, Bloomberg, Fund Accounting, Business Process..., Middle Office, Global Custody, Corporate Actions, Back Office, Fund Administration, Derivatives, Securities Lending
Education
Suffolk University - Sawyer Business School
BSBA / MBA
State Street July 1994 - Present
Skills
Fixed Income, Project Management, Mutual Funds, SDLC, Analysis, Financial Services, Banking, Investments, Requirements Gathering, Securities, Asset Management, Bonds, Vendor Management, Business Requirements, Equities, Bloomberg, Fund Accounting, Business Process..., Middle Office, Global Custody, Corporate Actions, Back Office, Fund Administration, Derivatives, Securities Lending
Education
Suffolk University - Sawyer Business School
BSBA / MBA
Edis Devedzic's State Street Experience February 2012 - August 2014
Job Rates & FX Trading
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Citizens Bank August 2014 - June 2015
State Street February 2012 - August 2014
J.P. Morgan May 2008 - February 2012
State Street September 2005 - 2008
Skills
Derivatives, Valuation Modeling, Bloomberg, Reuters, Calypso, Summit, Credit Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Total Return Swaps, CFDs, Inflation Swaps, Fixed Income, Clearing, Product Development, Project Management, Business Analysis, Accounting, Fund Accounting, Hedge Funds, Risk Management, Market Risk, Risk Analytics, Capital Markets, Back Office, FX Options, Equities, Trading Systems, Options, Securities, Settlement
Education
Suffolk University - Sawyer School of Management 2007 — 2008
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School 2001 — 2005
BSBA, International Business
Citizens Bank June 2015 - Present
Citizens Bank August 2014 - June 2015
State Street February 2012 - August 2014
J.P. Morgan May 2008 - February 2012
State Street September 2005 - 2008
Skills
Derivatives, Valuation Modeling, Bloomberg, Reuters, Calypso, Summit, Credit Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Total Return Swaps, CFDs, Inflation Swaps, Fixed Income, Clearing, Product Development, Project Management, Business Analysis, Accounting, Fund Accounting, Hedge Funds, Risk Management, Market Risk, Risk Analytics, Capital Markets, Back Office, FX Options, Equities, Trading Systems, Options, Securities, Settlement
Education
Suffolk University - Sawyer School of Management 2007 — 2008
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School 2001 — 2005
BSBA, International Business
Sharon Pu's State Street Experience May 2011 - Present
Job Accounting & Financial Analysis Professional
Industry Financial Services
Experience
State Street May 2011 - Present
Education
Suffolk University 2002 — 2004
Master, Accounting
State Street May 2011 - Present
Education
Suffolk University 2002 — 2004
Master, Accounting
Patrick Iozzo's State Street Experience Vice PresidentCitiJanuary 2010 - Present
Job at Citi
Industry Financial Services
Experience
State Street Vice PresidentCitiJanuary 2010 - Present
Education
Suffolk University 1997 — 1999
State Street Vice PresidentCitiJanuary 2010 - Present
Education
Suffolk University 1997 — 1999
BRIAN PARNELL's State Street Experience February 2007 - Present
Job ASSISTANT VICE PRESIDENT at State Bank
Industry Financial Services
Experience
State Street February 2007 - Present
Education
Suffolk University - Sawyer School of Management 2003 — 2006
MBA, Finance
University of Massachusetts, Amherst 1989 — 1993
State Street February 2007 - Present
Education
Suffolk University - Sawyer School of Management 2003 — 2006
MBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Francis McLoughlin's State Street Experience September 2015 - Present
Job AVP, Capital Planning at State Street
Industry Marketing and Advertising
Experience
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
Brian Harrington's State Street Experience January 2011 - August 2012
Job Senior Financial Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Citizens Bank August 2014 - June 2015
Liberty Mutual Insurance - Commercial Insurance FP&A November 2013 - August 2014
Liberty Mutual Insurance - Corporate Real Estate August 2012 - November 2013
State Street January 2011 - August 2012
Capitas Financial December 2009 - December 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Bloomberg, Essbase, Financial Accounting, Accounting, Corporate Finance, Strategic Financial..., Corporate FP&A, Planning Budgeting &..., Financial Forecasting, Budgets, Hyperion Planning, Capital Budgeting, Cost Benefit, Corporate Real Estate, Oracle Applications, Bonds, Microsoft Excel, VBA, Treasury Operations
Education
Suffolk University - Sawyer Business School 2015 — 2017
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School
BSBA, Finance
Pioneer Investments June 2015 - Present
Citizens Bank August 2014 - June 2015
Liberty Mutual Insurance - Commercial Insurance FP&A November 2013 - August 2014
Liberty Mutual Insurance - Corporate Real Estate August 2012 - November 2013
State Street January 2011 - August 2012
Capitas Financial December 2009 - December 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Bloomberg, Essbase, Financial Accounting, Accounting, Corporate Finance, Strategic Financial..., Corporate FP&A, Planning Budgeting &..., Financial Forecasting, Budgets, Hyperion Planning, Capital Budgeting, Cost Benefit, Corporate Real Estate, Oracle Applications, Bonds, Microsoft Excel, VBA, Treasury Operations
Education
Suffolk University - Sawyer Business School 2015 — 2017
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School
BSBA, Finance
Teresa (Noenickx) Chiba's State Street Experience AnalystInvestors Bank & Trust2004 - 2007
Job AVP at State Street
Industry Financial Services
Experience
State Street AnalystInvestors Bank & Trust2004 - 2007
Au Bon Pain 1996 - 2000
Education
Suffolk University 1996 — 1998
MS, Accounting
University of Massachusetts Dartmouth 1988 — 1993
BS, Accounting
State Street AnalystInvestors Bank & Trust2004 - 2007
Au Bon Pain 1996 - 2000
Education
Suffolk University 1996 — 1998
MS, Accounting
University of Massachusetts Dartmouth 1988 — 1993
BS, Accounting
Donna Muldoon's State Street Experience March 1986 - Present
Job Assistant Vice President Business Systems Analyst at State Street
Industry Financial Services
Experience
State Street March 1986 - Present
Skills
Fund Accounting, Business Analysis, SDLC, Business Requirements, Process Improvement, Analysis, Financial Services, Requirements Gathering, Vendor Management, Risk Management, Business Process, Business Process..., PMO, Banking, Equities
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Management
State Street March 1986 - Present
Skills
Fund Accounting, Business Analysis, SDLC, Business Requirements, Process Improvement, Analysis, Financial Services, Requirements Gathering, Vendor Management, Risk Management, Business Process, Business Process..., PMO, Banking, Equities
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Management
Brian Moreira's State Street Experience September 2012 - Present
Job Vice President, Performance & Analytics Manager at State Street
Industry Financial Services
Experience
State Street September 2012 - Present
NEPC August 2001 - August 2012
Citizens Financial Group 1999 - 2001
Education
Suffolk University - Sawyer Business School 1996 — 2001
BSBA, Finance, Computer Information Systems
State Street September 2012 - Present
NEPC August 2001 - August 2012
Citizens Financial Group 1999 - 2001
Education
Suffolk University - Sawyer Business School 1996 — 2001
BSBA, Finance, Computer Information Systems
Stacy Mills's State Street Experience January 1995 - April 1999
Job Global Controller, Risk and Insurance Services at Marsh & McLennan Companies, Inc.
Industry Accounting
Experience
Marsh & McLennan Companies, Inc. November 2010 - Present
Marsh September 2008 - November 2010
Putnam Investments April 1999 - September 2008
State Street January 1995 - April 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Analysis, Financial Risk, Financial Modeling, Accounting, Corporate Finance, US GAAP, Internal Controls, Managerial Finance, SEC filings, Auditing, Enterprise Risk..., Finance, Hyperion Enterprise, Risk Management, SEC Filings
Education
Suffolk University 1983 — 1987
BSBA, Accounting
Marsh & McLennan Companies, Inc. November 2010 - Present
Marsh September 2008 - November 2010
Putnam Investments April 1999 - September 2008
State Street January 1995 - April 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Analysis, Financial Risk, Financial Modeling, Accounting, Corporate Finance, US GAAP, Internal Controls, Managerial Finance, SEC filings, Auditing, Enterprise Risk..., Finance, Hyperion Enterprise, Risk Management, SEC Filings
Education
Suffolk University 1983 — 1987
BSBA, Accounting
David Bove's State Street Experience 1997 - 1999
Job Managing Director, Agency Debt Trading
Industry Financial Services
Experience
Amherst Pierpont Securities LLC August 2001 - Present
State Street 1997 - 1999
BankBoston October 1992 - October 1997
Skills
Securities, Trading, Fixed Income, Series 7, Bonds, Bloomberg, Fixed Income Trading, Debt, Series 24, Swaps, MBS, Structured Products, Series 63, Investments, Alternative Investments, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Equities
Education
Suffolk University - Sawyer Business School 1987 — 1991
bsba, finance
Amherst Pierpont Securities LLC August 2001 - Present
State Street 1997 - 1999
BankBoston October 1992 - October 1997
Skills
Securities, Trading, Fixed Income, Series 7, Bonds, Bloomberg, Fixed Income Trading, Debt, Series 24, Swaps, MBS, Structured Products, Series 63, Investments, Alternative Investments, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Equities
Education
Suffolk University - Sawyer Business School 1987 — 1991
bsba, finance
Tucker Lannon's State Street Experience September 2005 - April 2007
Job Senior Analyst at Income Research & Management
Industry Investment Management
Experience
Income Research & Management January 2012 - Present
Income Research & Management April 2007 - January 2012
State Street September 2005 - April 2007
Education
Suffolk University 2001 — 2005
BS, Economics
Income Research & Management January 2012 - Present
Income Research & Management April 2007 - January 2012
State Street September 2005 - April 2007
Education
Suffolk University 2001 — 2005
BS, Economics
Michael Tise's State Street Experience August 1999 - April 2001
Job Lead Quality Engineer at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters January 2011 - Present
TradeWeb November 2007 - December 2010
Thomson Financial April 2001 - November 2007
State Street August 1999 - April 2001
DST Systems May 1995 - July 1999
Mellon Financial 1987 - 1995
Skills
Electronic Trading, Trading Systems, Market Data, Exchange Connectivity, SDLC, Testing, Quality Assurance, Software Development, Unix, Sybase
Education
Suffolk University 1983 — 1987
BSBA, Finance
Thomson Reuters January 2011 - Present
TradeWeb November 2007 - December 2010
Thomson Financial April 2001 - November 2007
State Street August 1999 - April 2001
DST Systems May 1995 - July 1999
Mellon Financial 1987 - 1995
Skills
Electronic Trading, Trading Systems, Market Data, Exchange Connectivity, SDLC, Testing, Quality Assurance, Software Development, Unix, Sybase
Education
Suffolk University 1983 — 1987
BSBA, Finance
luke connolly's State Street Experience May 2005 - November 2005
Job Grant Thornton LLP
Industry Accounting
Experience
Kevin P. Martin & Associates PC September 2014 - Present
Grant Thornton LLP January 2014 - September 2014
CVS Caremark Corporation November 2005 - December 2013
Grant Thornton LLP June 2012 - August 2012
Town of Canton Massachusetts April 2008 - September 2008
State Street May 2005 - November 2005
Massachusetts House of Representatives June 2000 - September 2000
Skills
Public Policy, Public Administration, Policy Analysis, Politics, Non-profits, Government, Community Outreach, Economic Development, Public Speaking, Fundraising, Legislative Relations, Research, Data Analysis, International Relations, Nonprofits, Speech Writing
Education
University of Massachusetts Dartmouth 2011 — 2013
Bachelor's degree, Accounting, 3.11
Suffolk University - Sawyer Business School 2006 — 2008
MPA, Public Administration
Suffolk University 2000 — 2004
European History
Kevin P. Martin & Associates PC September 2014 - Present
Grant Thornton LLP January 2014 - September 2014
CVS Caremark Corporation November 2005 - December 2013
Grant Thornton LLP June 2012 - August 2012
Town of Canton Massachusetts April 2008 - September 2008
State Street May 2005 - November 2005
Massachusetts House of Representatives June 2000 - September 2000
Skills
Public Policy, Public Administration, Policy Analysis, Politics, Non-profits, Government, Community Outreach, Economic Development, Public Speaking, Fundraising, Legislative Relations, Research, Data Analysis, International Relations, Nonprofits, Speech Writing
Education
University of Massachusetts Dartmouth 2011 — 2013
Bachelor's degree, Accounting, 3.11
Suffolk University - Sawyer Business School 2006 — 2008
MPA, Public Administration
Suffolk University 2000 — 2004
European History
Phil Lussier's State Street Experience 1995 - 2008
Job Principal at Crow Point Partners
Industry Financial Services
Experience
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
Cheryl Mahoney's State Street Experience April 1988 - July 2001
Job Senior Client Integration Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines November 2010 - Present
Citizens Bank August 2010 - November 2010
ING July 2008 - March 2009
CitiStreet January 2006 - July 2008
CitiStreet August 2001 - December 2005
State Street April 1988 - July 2001
Skills
Project Management, Requirements Gathering, Product Development, Payroll, Data Conversion, Oral & Written..., CRM, SDLC, Relationship Management
Education
Suffolk University - Sawyer Business School 1983 — 1986
MBA, Finance and Marketing
University of Connecticut 1973 — 1977
BS, Education
Financial Engines November 2010 - Present
Citizens Bank August 2010 - November 2010
ING July 2008 - March 2009
CitiStreet January 2006 - July 2008
CitiStreet August 2001 - December 2005
State Street April 1988 - July 2001
Skills
Project Management, Requirements Gathering, Product Development, Payroll, Data Conversion, Oral & Written..., CRM, SDLC, Relationship Management
Education
Suffolk University - Sawyer Business School 1983 — 1986
MBA, Finance and Marketing
University of Connecticut 1973 — 1977
BS, Education
Colleen Clifford's State Street Experience July 1998 - March 2002
Job Associate Internal Auditor at ikaSystems
Industry Financial Services
Experience
ikaSystems March 2015 - Present
The Hanover Insurance Group December 2013 - June 2014
Travelers July 2005 - August 2013
State Street July 1998 - March 2002
Skills
Insurance, Financial Analysis, Financial Reporting, Claim, Leadership, Commercial Insurance, Property & Casualty..., Finance, Negotiation, Analysis, Underwriting, Risk Management, General Insurance
Education
Suffolk University - Sawyer Business School
MBA, Business
University of Massachusetts, Amherst 1989 — 1993
BS, Economics
ikaSystems March 2015 - Present
The Hanover Insurance Group December 2013 - June 2014
Travelers July 2005 - August 2013
State Street July 1998 - March 2002
Skills
Insurance, Financial Analysis, Financial Reporting, Claim, Leadership, Commercial Insurance, Property & Casualty..., Finance, Negotiation, Analysis, Underwriting, Risk Management, General Insurance
Education
Suffolk University - Sawyer Business School
MBA, Business
University of Massachusetts, Amherst 1989 — 1993
BS, Economics
Will Mendonca's State Street Experience April 1997 - April 2004
Job Vice President at Millennium bcpbank
Industry Banking
Experience
Millennium bcpbank April 2004 - Present
State Street April 1997 - April 2004
Education
Suffolk University 1991 — 1995
BS, International Economics
Millennium bcpbank April 2004 - Present
State Street April 1997 - April 2004
Education
Suffolk University 1991 — 1995
BS, International Economics
Ramon Robinson's State Street Experience August 2006 - September 2008
Job Business Analyst
Industry Financial Services
Experience
Energy Services Group (ESG) April 2012 - Present
Blue Cross Blue Shield of Massachusetts December 2009 - April 2012
State Street August 2006 - September 2008
State Street August 2003 - August 2006
Skills
Business Analysis, Data Analysis, Financial Services, Trading, Requirements Analysis, Process Improvement, Financial Analysis, Visio, Requirements Gathering, Banking, Retail Energy, Wholesale Energy
Education
Suffolk University - Sawyer Business School 1999 — 2003
B.S.B.A., Marketing
Energy Services Group (ESG) April 2012 - Present
Blue Cross Blue Shield of Massachusetts December 2009 - April 2012
State Street August 2006 - September 2008
State Street August 2003 - August 2006
Skills
Business Analysis, Data Analysis, Financial Services, Trading, Requirements Analysis, Process Improvement, Financial Analysis, Visio, Requirements Gathering, Banking, Retail Energy, Wholesale Energy
Education
Suffolk University - Sawyer Business School 1999 — 2003
B.S.B.A., Marketing
Cham Nguon's State Street Experience May 2007 - September 2010
Job ERS Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte & Touche September 2010 - August 2014
State Street May 2007 - September 2010
Mortgage Trust / Secure Mortgage Corp June 2003 - April 2007
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Auditing, Project Management, Regulatory Requirements, Analysis, Governance, Accounting, Financial Analysis, Financial Modeling
Education
Suffolk University - Sawyer Business School 2007 — 2010
masters, MBA and MSA
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (BA), Economics
Deloitte August 2014 - Present
Deloitte & Touche September 2010 - August 2014
State Street May 2007 - September 2010
Mortgage Trust / Secure Mortgage Corp June 2003 - April 2007
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Auditing, Project Management, Regulatory Requirements, Analysis, Governance, Accounting, Financial Analysis, Financial Modeling
Education
Suffolk University - Sawyer Business School 2007 — 2010
masters, MBA and MSA
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (BA), Economics
Tashi Sherpa's State Street Experience September 2004 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street September 2004 - Present
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Fund Accounting
Education
Suffolk University 2009 — 2012
MBA, Finance
State Street September 2004 - Present
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Fund Accounting
Education
Suffolk University 2009 — 2012
MBA, Finance
Nicholas Persico's State Street Experience June 2008 - November 2010
Job Staff Accountant at Rapid7
Industry Computer & Network Security
Experience
Rapid7 September 2014 - Present
Bank of America November 2010 - August 2014
State Street June 2008 - November 2010
Putnam Investments September 2006 - May 2008
Wyeth Biotech (Currently Pfizer) June 2006 - August 2007
Skills
Fund Administration, Financial Accounting, Financial Reporting, Financial Statements, Financial Analysis, Pricing, Pricing Analysis, Valuation, Budget Forecasts, Budget Reconciliation, Portfolio Performance..., Performance Analysis, SOX Compliancy, Compliance, Mutual Funds, Money Market Funds, Finance, Accounting, Management, Customer Service, Inventory Management, Bloomberg, Microsoft Excel, Microsoft Office, Charles River IMS, Fund Services, SharePoint
Education
Suffolk University 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2004 — 2008
Bachelor of Science (BS), Finance and Management
Central Catholic High School 2000 — 2004
Rapid7 September 2014 - Present
Bank of America November 2010 - August 2014
State Street June 2008 - November 2010
Putnam Investments September 2006 - May 2008
Wyeth Biotech (Currently Pfizer) June 2006 - August 2007
Skills
Fund Administration, Financial Accounting, Financial Reporting, Financial Statements, Financial Analysis, Pricing, Pricing Analysis, Valuation, Budget Forecasts, Budget Reconciliation, Portfolio Performance..., Performance Analysis, SOX Compliancy, Compliance, Mutual Funds, Money Market Funds, Finance, Accounting, Management, Customer Service, Inventory Management, Bloomberg, Microsoft Excel, Microsoft Office, Charles River IMS, Fund Services, SharePoint
Education
Suffolk University 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2004 — 2008
Bachelor of Science (BS), Finance and Management
Central Catholic High School 2000 — 2004
Terence Kenny's State Street Experience Mutual Fund Accounting manager. Covering all aspects of Mutual Fund accounting. Also have done Corporate AccountingAVPState Street1990 - 2015
Job AVP at State Street
Industry Financial Services
Experience
State Street Mutual Fund Accounting manager. Covering all aspects of Mutual Fund accounting. Also have done Corporate AccountingAVPState Street1990 - 2015
Skills
Equities, Alternative Investments, Investments, Financial Modeling, Fund Of Funds, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Valuation, Trading, Securities, Fund Accounting, Securities Lending, Equity Derivatives, Portfolio Management, Bonds, Fund Administration, Asset Management, Derivatives, Financial Services, Global Custody, Swaps
Education
Suffolk University 2008 — 2010
Master's degree in Accounting, Accounting, 3.95
University of Massachusetts Boston
Bachelor of Science (B.S.), Accounting and Finance, 3.00
State Street Mutual Fund Accounting manager. Covering all aspects of Mutual Fund accounting. Also have done Corporate AccountingAVPState Street1990 - 2015
Skills
Equities, Alternative Investments, Investments, Financial Modeling, Fund Of Funds, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Valuation, Trading, Securities, Fund Accounting, Securities Lending, Equity Derivatives, Portfolio Management, Bonds, Fund Administration, Asset Management, Derivatives, Financial Services, Global Custody, Swaps
Education
Suffolk University 2008 — 2010
Master's degree in Accounting, Accounting, 3.95
University of Massachusetts Boston
Bachelor of Science (B.S.), Accounting and Finance, 3.00
Nicholas Woodhull's State Street Experience August 2013 - Present
Job Derivative Settlement Specialist
Industry Financial Services
Experience
Bracebridge Capital, LLC January 2015 - Present
State Street August 2013 - Present
State Street March 2013 - August 2013
Fidelity Charitable July 2012 - October 2012
Massachusetts Democratic Party September 2011 - December 2011
Tavistock Restaurants LLC June 2011 - September 2011
BNG Consulting, Inc. 2010 - 2010
Skills
Excel, Word, Access, PowerPoint, VoteBuilder, PC Recruiter
Education
Suffolk University 2008 — 2012
BSBA, Global Business and Finance, 3.438
Bracebridge Capital, LLC January 2015 - Present
State Street August 2013 - Present
State Street March 2013 - August 2013
Fidelity Charitable July 2012 - October 2012
Massachusetts Democratic Party September 2011 - December 2011
Tavistock Restaurants LLC June 2011 - September 2011
BNG Consulting, Inc. 2010 - 2010
Skills
Excel, Word, Access, PowerPoint, VoteBuilder, PC Recruiter
Education
Suffolk University 2008 — 2012
BSBA, Global Business and Finance, 3.438
James Buono's State Street Experience April 2011 - Present
Job AVP Performance & Analytics Investment Management Services at State Street
Industry Financial Services
Experience
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
Stephanie Reardon's State Street Experience October 2012 - November 2014
Job Writer, Editor, Skilled Communicator
Industry Writing and Editing
Experience
Xtelligent Media December 2014 - March 2015
State Street October 2012 - November 2014
State Street Bank May 2011 - October 2013
SIlver Leaf Press February 2011 - April 2012
State Street October 2010 - April 2011
Salamander magazine 2011 - 2011
Skills
Proofreading, Editing, Writing, Creative Writing, Administrative Duties, Intermediate Italian, Copy Editing, Software Documentation, Public Speaking, Italian, Publishing, Copywriting, Content Management, Editorial, Books, Magazines, Blogging, Web Content, Publications, Journalism, Press Releases, WordPress, Facebook, Social Networking, Social Media, Research
Education
Suffolk University 2007 — 2010
B.A, English, creative writing
Suffolk University 2006 — 2010
Bachelor's Degree, English and Creative writing
Xtelligent Media December 2014 - March 2015
State Street October 2012 - November 2014
State Street Bank May 2011 - October 2013
SIlver Leaf Press February 2011 - April 2012
State Street October 2010 - April 2011
Salamander magazine 2011 - 2011
Skills
Proofreading, Editing, Writing, Creative Writing, Administrative Duties, Intermediate Italian, Copy Editing, Software Documentation, Public Speaking, Italian, Publishing, Copywriting, Content Management, Editorial, Books, Magazines, Blogging, Web Content, Publications, Journalism, Press Releases, WordPress, Facebook, Social Networking, Social Media, Research
Education
Suffolk University 2007 — 2010
B.A, English, creative writing
Suffolk University 2006 — 2010
Bachelor's Degree, English and Creative writing
Pacharo Mede's State Street Experience January 2001 - Present
Job
Industry Computer Software
Experience
State Street January 2001 - Present
Skills
Software Development, sofrware Design
Education
Suffolk University 1998 — 2000
Master of Business Administration (MBA)
State Street January 2001 - Present
Skills
Software Development, sofrware Design
Education
Suffolk University 1998 — 2000
Master of Business Administration (MBA)
Nicolaos Kritikos's State Street Experience December 2011 - Present
Job Senior Performance Analyst
Industry Financial Services
Experience
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
Patrick Iozzo's State Street Experience January 2006 - January 2010
Job Experienced professional in investment performance and attribution analysis,and GIPS compliance.
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Babson Capital Management May 2011 - June 2012
Citi January 2010 - May 2011
State Street January 2006 - January 2010
Citigroup Asset Management October 2003 - January 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management
Education
2015 CIPM Experts Candidate
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science (MS), Finance, General
UNIVERSITY OF MASSACHUSETTS AT LOWELL 1993 — 1996
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman July 2013 - Present
Babson Capital Management May 2011 - June 2012
Citi January 2010 - May 2011
State Street January 2006 - January 2010
Citigroup Asset Management October 2003 - January 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management
Education
2015 CIPM Experts Candidate
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science (MS), Finance, General
UNIVERSITY OF MASSACHUSETTS AT LOWELL 1993 — 1996
Bachelor of Science (BS), Finance, General
Mona Wen's State Street Experience April 2013 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street April 2013 - Present
State Street July 2010 - March 2013
State Street November 2007 - July 2010
State Street October 2006 - November 2007
State Street April 2006 - October 2006
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Financial Reporting, Accounting, Bloomberg, Equities, Financial Services, Account Reconciliation, Financial Modeling, Fixed Income, Financial Accounting, Finance, Hedge Funds, Investments, Derivatives, Banking, Risk Management, Asset Management, Portfolio Management
Education
UMass Boston 2004 — 2006
Bachelor's degree, Accounting and Finance
Suffolk University 2001 — 2004
Accounting and Finance
State Street April 2013 - Present
State Street July 2010 - March 2013
State Street November 2007 - July 2010
State Street October 2006 - November 2007
State Street April 2006 - October 2006
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Financial Reporting, Accounting, Bloomberg, Equities, Financial Services, Account Reconciliation, Financial Modeling, Fixed Income, Financial Accounting, Finance, Hedge Funds, Investments, Derivatives, Banking, Risk Management, Asset Management, Portfolio Management
Education
UMass Boston 2004 — 2006
Bachelor's degree, Accounting and Finance
Suffolk University 2001 — 2004
Accounting and Finance
Linda Tran Hsu's State Street Experience July 2002 - Present
Job Alternative Assets Financial Operation AVP
Industry Accounting
Experience
State Street July 2002 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Auditing, Financial Modeling, Financial Accounting, Risk Management, Microsoft Excel, Finance, Internal Controls, Process Improvement, Private Equity, Strategic Financial..., PowerPoint
Education
Suffolk University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Business/Management
State Street July 2002 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Auditing, Financial Modeling, Financial Accounting, Risk Management, Microsoft Excel, Finance, Internal Controls, Process Improvement, Private Equity, Strategic Financial..., PowerPoint
Education
Suffolk University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Business/Management
Steven A Murphy's State Street Experience January 2007 - September 2012
Job Senior QA Engineer at Humedica/Optum Analytics
Industry Information Technology and Services
Experience
Humedica/Optum Analytics March 2015 - Present
Humedica June 2014 - March 2015
Deloitte October 2013 - April 2014
Epsilon March 2013 - October 2013
State Street January 2007 - September 2012
State Street January 2000 - January 2007
State Street January 1996 - January 2000
Skills
Fund Accounting, Data Warehousing, SDLC, Business Requirements, Corporate Actions, Business Analysis, Process Improvement, Software Development, Databases, SQL, Java, PL/SQL, Software Project..., ETL, Microsoft SQL Server, Requirements Gathering, Oracle, OLAP, Unix Shell Scripting, Essbase, Data Modeling, Business Intelligence, Performance Tuning, SharePoint, Visio
Education
Cambridge Institute of Computer Programming 1983 — 1984
Computer Programming
Suffolk University 1977 — 1981
Bachelor of Science, Business Administration; Finance
Humedica/Optum Analytics March 2015 - Present
Humedica June 2014 - March 2015
Deloitte October 2013 - April 2014
Epsilon March 2013 - October 2013
State Street January 2007 - September 2012
State Street January 2000 - January 2007
State Street January 1996 - January 2000
Skills
Fund Accounting, Data Warehousing, SDLC, Business Requirements, Corporate Actions, Business Analysis, Process Improvement, Software Development, Databases, SQL, Java, PL/SQL, Software Project..., ETL, Microsoft SQL Server, Requirements Gathering, Oracle, OLAP, Unix Shell Scripting, Essbase, Data Modeling, Business Intelligence, Performance Tuning, SharePoint, Visio
Education
Cambridge Institute of Computer Programming 1983 — 1984
Computer Programming
Suffolk University 1977 — 1981
Bachelor of Science, Business Administration; Finance
Philip Connor's State Street Experience July 1990 - July 2000
Job Investment Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2005 - Present
John Hancock Financial Services November 2002 - May 2005
PFPC July 2000 - September 2002
State Street July 1990 - July 2000
Education
Suffolk University 1992 — 1994
Master of Science (MS), Finance, General
University of New Hampshire 1987 — 1990
Bachelor of Arts (BA), Economics
MassMutual Financial Group May 2005 - Present
John Hancock Financial Services November 2002 - May 2005
PFPC July 2000 - September 2002
State Street July 1990 - July 2000
Education
Suffolk University 1992 — 1994
Master of Science (MS), Finance, General
University of New Hampshire 1987 — 1990
Bachelor of Arts (BA), Economics
Stephen Lucien's State Street Experience February 2008 - January 2012
Job Experienced Finance Professional
Industry Financial Services
Experience
Boston Financial Data Services January 2012 - Present
State Street February 2008 - January 2012
Skills
Bloomberg, Financial Analysis, Fund Accounting, Microsoft Word, Mutual Funds, Hedge Funds, Series 63, Accounting, Investments, Public Speaking, Nonprofits, Accounts Payable, PowerPoint, Microsoft Excel, Fixed Income, Securities, Customer Service
Education
Suffolk University 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
University of Massachusetts Boston 2003 — 2007
Bachelor of Science (B.S.), Finance, General, 3.4
Boston Financial Data Services January 2012 - Present
State Street February 2008 - January 2012
Skills
Bloomberg, Financial Analysis, Fund Accounting, Microsoft Word, Mutual Funds, Hedge Funds, Series 63, Accounting, Investments, Public Speaking, Nonprofits, Accounts Payable, PowerPoint, Microsoft Excel, Fixed Income, Securities, Customer Service
Education
Suffolk University 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
University of Massachusetts Boston 2003 — 2007
Bachelor of Science (B.S.), Finance, General, 3.4
Pamela Clinton's State Street Experience 1979 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street 1979 - Present
Education
Suffolk University
Bachelor of Business Administration (BBA), Accounting
State Street 1979 - Present
Education
Suffolk University
Bachelor of Business Administration (BBA), Accounting
Yang Hua's State Street Experience July 2013 - September 2013
Job Student at Suffolk University
Industry
Experience
State Street July 2013 - September 2013
Massachusetts General Hospital July 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Research, English, Photoshop, Public Speaking, HTML, Outlook, C, Java, Data Analysis, Programming
Education
Suffolk University 2013 — 2017
State Street July 2013 - September 2013
Massachusetts General Hospital July 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Research, English, Photoshop, Public Speaking, HTML, Outlook, C, Java, Data Analysis, Programming
Education
Suffolk University 2013 — 2017
Christine Randall's State Street Experience September 2009 - Present
Job AVP Tax at State Street
Industry Financial Services
Experience
State Street September 2009 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Modeling, Equities, Fixed Income, Fund Accounting, Account Reconciliation, Hedge Funds, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Business Admistration and Management and Tax
Wentworth Institute of Technology
Management of Technology
State Street September 2009 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Modeling, Equities, Fixed Income, Fund Accounting, Account Reconciliation, Hedge Funds, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Business Admistration and Management and Tax
Wentworth Institute of Technology
Management of Technology
William Nash's State Street Experience January 2010 - April 2014
Job
Industry Financial Services
Experience
State Street January 2010 - April 2014
State Street January 2009 - January 2010
State Street September 1985 - January 2009
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget Setting, Finance, Banking, Mentoring, Financial Modeling, Financial Services..., Management, Multi Tasking, Analysis, Executive Management, Financial Services, Outsourcing, Budgets, Strategy, Mergers & Acquisitions, Business Analysis, Risk Management, Process Improvement
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts Boston
Bachelor of Arts (B.A.), Accounting
State Street January 2010 - April 2014
State Street January 2009 - January 2010
State Street September 1985 - January 2009
Skills
Financial Analysis, Financial Reporting, Forecasting, Budget Setting, Finance, Banking, Mentoring, Financial Modeling, Financial Services..., Management, Multi Tasking, Analysis, Executive Management, Financial Services, Outsourcing, Budgets, Strategy, Mergers & Acquisitions, Business Analysis, Risk Management, Process Improvement
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts Boston
Bachelor of Arts (B.A.), Accounting
Peter JJ Stewart's State Street Experience November 2013 - Present
Job Assistant Vice President Investment Analytics (Product Technology) at State Street
Industry
Experience
State Street November 2013 - Present
State Street June 2012 - November 2013
State Street April 2011 - June 2012
State Street August 2007 - April 2011
Skills
Very strong Excel...
Education
Suffolk University
BSBA, Finance, General, 3.4/4.0(Cum Laude)
State Street November 2013 - Present
State Street June 2012 - November 2013
State Street April 2011 - June 2012
State Street August 2007 - April 2011
Skills
Very strong Excel...
Education
Suffolk University
BSBA, Finance, General, 3.4/4.0(Cum Laude)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.