State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Employee
Years
Job
Industry
David Valeri David Valeri's State Street Experience January 2006 - January 2008
Job Senior Consultant at Navigant in Financial Services
Industry Financial Services
Experience
Navigant December 2014 - Present
BNY Mellon May 2013 - December 2014
BNY Mellon March 2011 - April 2013
BNY Mellon February 2008 - March 2011
State Street January 2006 - January 2008
Skills
Financial Analysis, Excel, Financial Reporting, Accounting, Fixed Income, Microsoft Office, Problem Solving, Compliance, Access, Word, Reconciliation, Process Improvement, General Ledger, Teamwork, Lotus Notes, Equities, Portfolio Management, Investments, Management, Microsoft Word, Finance, Account Reconciliation, Microsoft Excel, Securities, Business Analysis, Mutual Funds, Corporate Actions, Banking, Hedge Funds, Bloomberg, Financial Modeling, Financial Services, Risk Management, Financial Risk, Asset Management, Customer Service, Internal Audit
Education
Syracuse University 2000 — 2004
Bachelor of Science, Broadcast Journalism
Saugus High School 1996 — 2000
Navigant December 2014 - Present
BNY Mellon May 2013 - December 2014
BNY Mellon March 2011 - April 2013
BNY Mellon February 2008 - March 2011
State Street January 2006 - January 2008
Skills
Financial Analysis, Excel, Financial Reporting, Accounting, Fixed Income, Microsoft Office, Problem Solving, Compliance, Access, Word, Reconciliation, Process Improvement, General Ledger, Teamwork, Lotus Notes, Equities, Portfolio Management, Investments, Management, Microsoft Word, Finance, Account Reconciliation, Microsoft Excel, Securities, Business Analysis, Mutual Funds, Corporate Actions, Banking, Hedge Funds, Bloomberg, Financial Modeling, Financial Services, Risk Management, Financial Risk, Asset Management, Customer Service, Internal Audit
Education
Syracuse University 2000 — 2004
Bachelor of Science, Broadcast Journalism
Saugus High School 1996 — 2000
Scott Bevier Scott Bevier's State Street Experience March 2015 - Present
Job FCM | NA Head of Futures Clearing & Execution at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
WellNet Healthcare February 2011 - March 2015
Millennium Partners September 2007 - February 2011
JP Morgan June 1999 - March 2007
Fiduciary Trust March 1998 - June 1999
Arthur Andersen August 1996 - March 1998
Skills
Strategic Planning, Financial Planning, Revenue Forecasting, Expense Budget..., Financial Accounting, Operational Risk..., Information Technology..., Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Equities, Financial Markets, Risk Management, Investments, Electronic Trading, New Business Development, Program Management, Portfolio Management, Options, Trading, FX Options, Derivatives, Investment Banking, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance, Information Systems, & Entrepeneurship
Syracuse University 1992 — 1996
Bachelors of Science, Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
State Street March 2015 - Present
WellNet Healthcare February 2011 - March 2015
Millennium Partners September 2007 - February 2011
JP Morgan June 1999 - March 2007
Fiduciary Trust March 1998 - June 1999
Arthur Andersen August 1996 - March 1998
Skills
Strategic Planning, Financial Planning, Revenue Forecasting, Expense Budget..., Financial Accounting, Operational Risk..., Information Technology..., Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Equities, Financial Markets, Risk Management, Investments, Electronic Trading, New Business Development, Program Management, Portfolio Management, Options, Trading, FX Options, Derivatives, Investment Banking, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance, Information Systems, & Entrepeneurship
Syracuse University 1992 — 1996
Bachelors of Science, Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
Michelle (Chappuis) Walsh Michelle (Chappuis) Walsh's State Street Experience July 2009 - December 2010
Job Director of Client Services, XCM Solutions
Industry Accounting
Experience
XCM Solutions, LLC June 2013 - Present
KPMG November 2012 - June 2013
Authentic Leaderships Institute October 2011 - April 2012
Stone + Company July 2011 - October 2011
State Street July 2009 - December 2010
State Street April 2006 - July 2009
State Street December 2004 - April 2006
PricewaterhouseCoopers September 2003 - December 2004
Eisner LLP November 2000 - August 2003
Skills
Project Management, Talent Management, Accounting, Financial Services, Internal Audit, Talent Acquisition, Talent Assessment, Internal Communications, Community Outreach, Strategic Planning, Change Management, Organizational..., Organizational Change, Leadership Development, Audit, Collaborative, College Recruiting, Program Management, Staff Training, New Employee Orientation, Training New Employees, Event Management, Corporate Events, Corporate Communications, Corporate Social..., Presentation Development, Contract Management, Outbound Logistics, Auditing, Business Process...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting
Mansfield High School 1992 — 1996
XCM Solutions, LLC June 2013 - Present
KPMG November 2012 - June 2013
Authentic Leaderships Institute October 2011 - April 2012
Stone + Company July 2011 - October 2011
State Street July 2009 - December 2010
State Street April 2006 - July 2009
State Street December 2004 - April 2006
PricewaterhouseCoopers September 2003 - December 2004
Eisner LLP November 2000 - August 2003
Skills
Project Management, Talent Management, Accounting, Financial Services, Internal Audit, Talent Acquisition, Talent Assessment, Internal Communications, Community Outreach, Strategic Planning, Change Management, Organizational..., Organizational Change, Leadership Development, Audit, Collaborative, College Recruiting, Program Management, Staff Training, New Employee Orientation, Training New Employees, Event Management, Corporate Events, Corporate Communications, Corporate Social..., Presentation Development, Contract Management, Outbound Logistics, Auditing, Business Process...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting
Mansfield High School 1992 — 1996
Timothy McDermott Timothy McDermott's State Street Experience June 2005 - December 2006
Job Associate Director of Finance at Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center June 2008 - Present
Fidelity Investments December 2006 - May 2008
State Street June 2005 - December 2006
Skills
Financial Analysis, Operating Budgets, Variance Analysis, Financial Accounting, Team Management, Financial Statements, Hospitals, Microsoft Excel, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Masters, Healthcare Administration
University of Massachusetts, Amherst 1999 — 2003
BA, Theatre
Boston Medical Center June 2008 - Present
Fidelity Investments December 2006 - May 2008
State Street June 2005 - December 2006
Skills
Financial Analysis, Operating Budgets, Variance Analysis, Financial Accounting, Team Management, Financial Statements, Hospitals, Microsoft Excel, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Masters, Healthcare Administration
University of Massachusetts, Amherst 1999 — 2003
BA, Theatre
Peter Lawlor's State Street Experience September 2013 - Present
Job IFS NAV Specialist at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
The Tirrell Room July 2010 - Present
Leader Bank May 2013 - September 2013
First Trade Union Bank June 2012 - August 2012
Skills
Customer Service, Accounting, Finance, Bookkeeping, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Banking, Outlook, Data Analysis, Corporate Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2013
BSBA, Finance, Summa Cum Laude
State Street September 2013 - Present
The Tirrell Room July 2010 - Present
Leader Bank May 2013 - September 2013
First Trade Union Bank June 2012 - August 2012
Skills
Customer Service, Accounting, Finance, Bookkeeping, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Banking, Outlook, Data Analysis, Corporate Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2013
BSBA, Finance, Summa Cum Laude
Caitlin A. Brennan Caitlin A. Brennan's State Street Experience October 2008 - July 2010
Job Social Media, Strategy, Content, Gumption
Industry Marketing and Advertising
Experience
Passenger June 2014 - Present
AbbeyPost February 2014 - April 2014
BMO Financial Group April 2013 - June 2013
Practising Law Institute September 2010 - March 2013
State Street October 2008 - July 2010
New York State Assembly January 2007 - May 2007
Skills
Social Media, Social Media Marketing, Editing, Program Management, Community Engagement, Community Management, Marketing, Research, Email Marketing, Blogging, Analysis, Brand Development, Facebook, Event Planning, WordPress, Integrated Marketing, Content Strategy, CRM, Customer Service, Web Analytics, Google Analytics, Twitter, Buzz Monitoring, Marketing Research, Microsoft Office, Quality Management, Social Networking, Account Management, Web Publishing, Social Media Measurement, Digital Media, Copy Editing, Digital Marketing, Online Advertising, Lead Generation, Digital Strategy, Market Research, Marketing Communications, Marketing Strategy, Google Adwords, Proofreading, Public Speaking, Writing, Management, Strategy
Education
Syracuse University 2004 — 2008
Bachelor of Arts, Political Science
Skaneateles High School 2000 — 2004
Passenger June 2014 - Present
AbbeyPost February 2014 - April 2014
BMO Financial Group April 2013 - June 2013
Practising Law Institute September 2010 - March 2013
State Street October 2008 - July 2010
New York State Assembly January 2007 - May 2007
Skills
Social Media, Social Media Marketing, Editing, Program Management, Community Engagement, Community Management, Marketing, Research, Email Marketing, Blogging, Analysis, Brand Development, Facebook, Event Planning, WordPress, Integrated Marketing, Content Strategy, CRM, Customer Service, Web Analytics, Google Analytics, Twitter, Buzz Monitoring, Marketing Research, Microsoft Office, Quality Management, Social Networking, Account Management, Web Publishing, Social Media Measurement, Digital Media, Copy Editing, Digital Marketing, Online Advertising, Lead Generation, Digital Strategy, Market Research, Marketing Communications, Marketing Strategy, Google Adwords, Proofreading, Public Speaking, Writing, Management, Strategy
Education
Syracuse University 2004 — 2008
Bachelor of Arts, Political Science
Skaneateles High School 2000 — 2004
Brook Milnes Brook Milnes's State Street Experience 2006 - 2007
Job Business Operations Coordinator at INEX Capital & Growth Advisors
Industry Insurance
Experience
INEX Capital & Growth Advisors 2008 - Present
State Street 2006 - 2007
Skills
Insurance, Strategic Planning, Mutual Funds, Microsoft Excel, Securities
Education
Susquehanna University
Bachelor's Degree
The Derryfield School
INEX Capital & Growth Advisors 2008 - Present
State Street 2006 - 2007
Skills
Insurance, Strategic Planning, Mutual Funds, Microsoft Excel, Securities
Education
Susquehanna University
Bachelor's Degree
The Derryfield School
Anthony Pappalardo Anthony Pappalardo's State Street Experience May 2011 - June 2012
Job Assistant Vice President at BNY Mellon
Industry Accounting
Experience
BNY Mellon January 2014 - Present
BNY Mellon June 2012 - January 2014
State Street May 2011 - June 2012
State Street September 2009 - May 2011
State Street December 2007 - September 2009
Feel Good Music and Entertainment Services April 2004 - December 2007
Arnold Worldwide January 2001 - January 2004
Skills
Auditing, Account Reconciliation, Management, Internal Audit, Portfolio Management, Variance Analysis, Entrepreneurship, Marketing, Financial Risk, Journal Entries, Research, Fund Administration, Financial Modeling, Bloomberg, Financial Analysis, Financial Accounting, Fund Accounting, Microsoft Excel, Derivatives, Alternative Investments, IRS problem resolution, Problem Solving
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
Syracuse University 1996 — 2000
Bachelor's, Entrepreneurship & Emerging Enterprises
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (BS), Entreprenuership and Emerging Enterprises
BNY Mellon January 2014 - Present
BNY Mellon June 2012 - January 2014
State Street May 2011 - June 2012
State Street September 2009 - May 2011
State Street December 2007 - September 2009
Feel Good Music and Entertainment Services April 2004 - December 2007
Arnold Worldwide January 2001 - January 2004
Skills
Auditing, Account Reconciliation, Management, Internal Audit, Portfolio Management, Variance Analysis, Entrepreneurship, Marketing, Financial Risk, Journal Entries, Research, Fund Administration, Financial Modeling, Bloomberg, Financial Analysis, Financial Accounting, Fund Accounting, Microsoft Excel, Derivatives, Alternative Investments, IRS problem resolution, Problem Solving
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
Syracuse University 1996 — 2000
Bachelor's, Entrepreneurship & Emerging Enterprises
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (BS), Entreprenuership and Emerging Enterprises
Doug Dodge Doug Dodge's State Street Experience 2000 - 2003
Job Corporate Attorney for Axiom Law Group
Industry Law Practice
Experience
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Anisha Chandran's State Street Experience June 2014 - August 2014
Job Retail and Supply Chain Student at Syracuse University
Industry
Experience
Ross Stores, Inc. June 2015 - August 2015
State Street June 2014 - August 2014
Gap Inc./Old Navy August 2011 - July 2014
Ross Stores, Inc. May 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Social Networking
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Retail Management
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor’s Degree, Retail Management
Ross Stores, Inc. June 2015 - August 2015
State Street June 2014 - August 2014
Gap Inc./Old Navy August 2011 - July 2014
Ross Stores, Inc. May 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Social Networking
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Retail Management
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor’s Degree, Retail Management
Christina Burney Christina Burney's State Street Experience February 2015 - Present
Job Director of Career Services at Stonehill College
Industry Higher Education
Experience
Stonehill College October 2015 - Present
State Street February 2015 - Present
Stonehill College October 2007 - February 2015
PTC February 2006 - October 2007
State Street September 2005 - February 2006
State Street Global Advisors August 2003 - July 2005
iProspect January 2001 - August 2003
Skills
Employee Management, College Recruiting, Resume Writing, Recruiting, Talent Acquisition, Talent Management, Interviews, Training, Onboarding, Employee Benefits, Hiring, Management, New Hire Orientations, Strategy, Screening Resumes, Networking, Job Fairs, Interview Preparation, Cover Letters, Job Descriptions, Staff Development, Community Outreach, Personnel Management, Job Coaching, Nonprofits, Budgets, Student Development
Education
Susquehanna University 1995 — 1999
BA, Corporate Communications
Stonehill College October 2015 - Present
State Street February 2015 - Present
Stonehill College October 2007 - February 2015
PTC February 2006 - October 2007
State Street September 2005 - February 2006
State Street Global Advisors August 2003 - July 2005
iProspect January 2001 - August 2003
Skills
Employee Management, College Recruiting, Resume Writing, Recruiting, Talent Acquisition, Talent Management, Interviews, Training, Onboarding, Employee Benefits, Hiring, Management, New Hire Orientations, Strategy, Screening Resumes, Networking, Job Fairs, Interview Preparation, Cover Letters, Job Descriptions, Staff Development, Community Outreach, Personnel Management, Job Coaching, Nonprofits, Budgets, Student Development
Education
Susquehanna University 1995 — 1999
BA, Corporate Communications
Noreen Roberson Noreen Roberson's State Street Experience 1985 - 2003
Job Consultant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2004 - Present
State Street 1985 - 2003
Education
Suffolk University - Sawyer School of Management 1981 — 1985
Bachelor of Science (BS), Accounting
Deutsche Bank October 2004 - Present
State Street 1985 - 2003
Education
Suffolk University - Sawyer School of Management 1981 — 1985
Bachelor of Science (BS), Accounting
Mike Frese's State Street Experience June 2005 - September 2006
Job AVP Middle Office Solutions at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2015 - Present
U.S. Bank November 2013 - January 2015
U.S. Bank March 2013 - November 2013
US Bank March 2011 - February 2013
US Bank May 2008 - February 2011
US Bank September 2006 - May 2008
State Street June 2005 - September 2006
Skills
Financial Reporting, Reconciliation, CDO, Loans, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, SQL, Account Reconciliation, Accounting, Asset Management, Auditing
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Bachelor of Business Administration (BBA), Finance
U.S. Bank January 2015 - Present
U.S. Bank November 2013 - January 2015
U.S. Bank March 2013 - November 2013
US Bank March 2011 - February 2013
US Bank May 2008 - February 2011
US Bank September 2006 - May 2008
State Street June 2005 - September 2006
Skills
Financial Reporting, Reconciliation, CDO, Loans, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, SQL, Account Reconciliation, Accounting, Asset Management, Auditing
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Jonathan Soroko's State Street Experience September 2014 - Present
Job Client Service SpecialistAMS at State Street
Industry Management Consulting
Experience
State Street September 2014 - Present
State Street August 2013 - Present
State Street August 2012 - August 2013
Pitching in for Kids, Inc. & Rescor Co. May 2010 - November 2012
State Street Global Operations February 2012 - May 2012
Suffolk University September 2009 - May 2012
Braintree Rehabilitation Hospital July 2007 - September 2011
Suffolk University March 2009 - March 2010
Skills
Publisher, PowerPoint, Excel, Word, Access, Public Speaking, Spanish, GIMS, MyStateStreet, Multi Currency Horizon..., Fundraising, Leadership
Education
Suffolk University - Sawyer Business School 2009 — 2012
Global Business and Management
Abington High School
State Street September 2014 - Present
State Street August 2013 - Present
State Street August 2012 - August 2013
Pitching in for Kids, Inc. & Rescor Co. May 2010 - November 2012
State Street Global Operations February 2012 - May 2012
Suffolk University September 2009 - May 2012
Braintree Rehabilitation Hospital July 2007 - September 2011
Suffolk University March 2009 - March 2010
Skills
Publisher, PowerPoint, Excel, Word, Access, Public Speaking, Spanish, GIMS, MyStateStreet, Multi Currency Horizon..., Fundraising, Leadership
Education
Suffolk University - Sawyer Business School 2009 — 2012
Global Business and Management
Abington High School
Christopher Jakob Christopher Jakob's State Street Experience December 2013 - Present
Job Vice President at State Street
Industry Investment Management
Experience
State Street December 2013 - Present
FX Transparency, LLC February 2011 - July 2013
Boston American Asset Management April 2007 - September 2008
AlphaSimplex February 2000 - March 2006
Santander Global Advisors February 1997 - February 2000
Durkee Capital Advisors March 1992 - November 1996
The Industrial Bank of Japan, Ltd. January 1988 - March 1992
Education
Syracuse University 1982 — 1986
BA, Economics
Syracuse University 1982 — 1986
State Street December 2013 - Present
FX Transparency, LLC February 2011 - July 2013
Boston American Asset Management April 2007 - September 2008
AlphaSimplex February 2000 - March 2006
Santander Global Advisors February 1997 - February 2000
Durkee Capital Advisors March 1992 - November 1996
The Industrial Bank of Japan, Ltd. January 1988 - March 1992
Education
Syracuse University 1982 — 1986
BA, Economics
Syracuse University 1982 — 1986
Niral Shah, MBA Niral Shah, MBA's State Street Experience July 2006 - May 2009
Job Owner CHATKAZZ (USA) at Chatkazz Spice Up
Industry Restaurants
Experience
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Scott Aiello Scott Aiello's State Street Experience May 2015 - Present
Job Global Markets Middle Office
Industry Investment Management
Experience
State Street May 2015 - Present
State Street March 2015 - May 2015
State Street May 2014 - March 2015
Fittus Inc. January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, Equities, Finance, Analysis, Quantitative Analytics, Project Management, Statistics, Critical Thinking
Education
Suffolk University - Sawyer School of Management 2010 — 2011
BSBA, Finance, General
Melrose High School 2006 — 2010
State Street May 2015 - Present
State Street March 2015 - May 2015
State Street May 2014 - March 2015
Fittus Inc. January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, Equities, Finance, Analysis, Quantitative Analytics, Project Management, Statistics, Critical Thinking
Education
Suffolk University - Sawyer School of Management 2010 — 2011
BSBA, Finance, General
Melrose High School 2006 — 2010
Tyler Barbieri Tyler Barbieri's State Street Experience June 2008 - August 2008
Job MPA Candidate at Suffolk University
Industry Government Administration
Experience
Suffolk University September 2010 - Present
Massachusetts Coalition for Occupational Safety and Health January 2011 - April 2011
State Street Bank June 2009 - August 2010
State Street June 2008 - August 2008
Skills
Communication Written, Critical Thinking and..., Interpersonal..., Public Management, Quantitative Analysis, Budget Management, Human Resource Mangement
Education
Suffolk University - Sawyer Business School 2010 — 2012
Masters in Public Administration and Political Science, Public Administration and Political Science
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts, Political Science
Suffolk University September 2010 - Present
Massachusetts Coalition for Occupational Safety and Health January 2011 - April 2011
State Street Bank June 2009 - August 2010
State Street June 2008 - August 2008
Skills
Communication Written, Critical Thinking and..., Interpersonal..., Public Management, Quantitative Analysis, Budget Management, Human Resource Mangement
Education
Suffolk University - Sawyer Business School 2010 — 2012
Masters in Public Administration and Political Science, Public Administration and Political Science
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts, Political Science
Barry Finkle, CIPM Barry Finkle, CIPM's State Street Experience May 2013 - May 2014
Job Partner at Knollin Scott Properties, LLC
Industry Real Estate
Experience
Knollin Scott Properties, LLC May 2014 - Present
State Street May 2013 - May 2014
Cutter Associates April 2011 - April 2013
Privately Held Consulting Firm May 2010 - April 2011
Columbia Management January 2009 - April 2010
Columbia Management September 2006 - April 2010
Columbia Management September 1998 - August 2006
John Hancock Advisors July 1995 - August 1998
John Hancock Advisors January 1994 - June 1995
John Hancock Advisors January 1991 - December 1993
Skills
Portfolio Management, Financial Services, Investment Management, Risk Management, Mutual Funds, Performance Measurement, Investments, Performance Appraisal, Alternative Investments, Fixed Income, Asset Management, Performance Attribution, Hedge Funds
Education
Syracuse University - Maxwell School 1983 — 1988
BA, Economics
Knollin Scott Properties, LLC May 2014 - Present
State Street May 2013 - May 2014
Cutter Associates April 2011 - April 2013
Privately Held Consulting Firm May 2010 - April 2011
Columbia Management January 2009 - April 2010
Columbia Management September 2006 - April 2010
Columbia Management September 1998 - August 2006
John Hancock Advisors July 1995 - August 1998
John Hancock Advisors January 1994 - June 1995
John Hancock Advisors January 1991 - December 1993
Skills
Portfolio Management, Financial Services, Investment Management, Risk Management, Mutual Funds, Performance Measurement, Investments, Performance Appraisal, Alternative Investments, Fixed Income, Asset Management, Performance Attribution, Hedge Funds
Education
Syracuse University - Maxwell School 1983 — 1988
BA, Economics
L. Emerson Tuttle's State Street Experience April 1981 - September 2001
Job Director of Institutional Relations at Skinner Inc.
Industry Fine Art
Experience
Skinner, Auctioneers & Appraisers of Objects of Value June 2010 - Present
The Bank of New York Mellon September 2001 - January 2009
State Street April 1981 - September 2001
BayBank April 1977 - April 1981
Education
Suffolk University Law School 1981 — 1985
JD
Yale University 1970 — 1973
BA, Classics and Classical Languages, Literatures, and Linguistics
Skinner, Auctioneers & Appraisers of Objects of Value June 2010 - Present
The Bank of New York Mellon September 2001 - January 2009
State Street April 1981 - September 2001
BayBank April 1977 - April 1981
Education
Suffolk University Law School 1981 — 1985
JD
Yale University 1970 — 1973
BA, Classics and Classical Languages, Literatures, and Linguistics
Jonathan Linstra Jonathan Linstra's State Street Experience January 2015 - Present
Job Divisional Manager, Private Wealth/Banks at State Street Global Advisors
Industry Investment Management
Experience
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
Alex Scheufler's State Street Experience November 2005 - November 2006
Job Business Development Manager at EF Education First
Industry Education Management
Experience
EF Education First January 2011 - Present
EF Educational Tours November 2006 - February 2011
EF Educational Tours November 2006 - December 2007
State Street November 2005 - November 2006
Wilderness Experiences Unlimited / Westfield Water Sports 1996 - 2001
Skills
Sales, Tourism, Account Management, Sales Management, Sales Process, Travel Management, International Education, Marketing Strategy, Direct Sales, Customer Service, New Business Development, Public Speaking, Market Research, Management, CRM, Business Development
Education
Syracuse University 2001 — 2005
Bachelor of Science (BS), Psychology
Syracuse University 2001 — 2005
Bachelor's degree, Philosophy
EF Education First January 2011 - Present
EF Educational Tours November 2006 - February 2011
EF Educational Tours November 2006 - December 2007
State Street November 2005 - November 2006
Wilderness Experiences Unlimited / Westfield Water Sports 1996 - 2001
Skills
Sales, Tourism, Account Management, Sales Management, Sales Process, Travel Management, International Education, Marketing Strategy, Direct Sales, Customer Service, New Business Development, Public Speaking, Market Research, Management, CRM, Business Development
Education
Syracuse University 2001 — 2005
Bachelor of Science (BS), Psychology
Syracuse University 2001 — 2005
Bachelor's degree, Philosophy
Oleya Markova, MSA Oleya Markova, MSA's State Street Experience July 2008 - September 2010
Job Internal Audit Senior at Lionbridge
Industry Accounting
Experience
Lionbridge June 2015 - Present
Deloitte and Touche LLP September 2013 - May 2015
Deloitte and Touche LLP June 2012 - August 2012
The Community Builders, Inc. August 2011 - March 2012
State Street July 2008 - September 2010
State Street May 2007 - July 2008
Bank of America September 2006 - May 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Reconciliations, Reconciliation, Bloomberg, Fraud Detection, Account Reconciliation, Social Networking, Foreign Languages, Leadership, Conflict Resolution, Negotiation, Conflict Management, Auditing, Team Leadership, Financial Accounting, US GAAP, Time Management, Financial Statements, Microsoft Excel, Internal Audit, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Master of Science (M.Sc.), Accounting
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science, Accounting
Université Vincennes-Saint-Denis (Paris VIII) 2002 — 2006
Bachelor of Science (B.S.), Economics and Management
Lionbridge June 2015 - Present
Deloitte and Touche LLP September 2013 - May 2015
Deloitte and Touche LLP June 2012 - August 2012
The Community Builders, Inc. August 2011 - March 2012
State Street July 2008 - September 2010
State Street May 2007 - July 2008
Bank of America September 2006 - May 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Reconciliations, Reconciliation, Bloomberg, Fraud Detection, Account Reconciliation, Social Networking, Foreign Languages, Leadership, Conflict Resolution, Negotiation, Conflict Management, Auditing, Team Leadership, Financial Accounting, US GAAP, Time Management, Financial Statements, Microsoft Excel, Internal Audit, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Master of Science (M.Sc.), Accounting
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science, Accounting
Université Vincennes-Saint-Denis (Paris VIII) 2002 — 2006
Bachelor of Science (B.S.), Economics and Management
John Mattera John Mattera's State Street Experience 2006 - 2009
Job PMO and Workplan Administrator at Accenture
Industry Financial Services
Experience
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
Brittany Koehler Brittany Koehler's State Street Experience May 2010 - June 2011
Job Assistant to the President of Marketing & Sales at Schindler Elevator Corporation (U.S.)
Industry Construction
Experience
Schindler Elevator Corporation (U.S.) July 2014 - Present
Toys R Us May 2014 - June 2014
Toys R Us June 2013 - May 2014
Toys R Us June 2012 - August 2012
State Street May 2010 - June 2011
State Street April 2009 - May 2010
Brown Brother's Harriman & Co October 2008 - February 2009
District Attorney's Office Onondaga Country, NY January 2008 - May 2008
State Street May 2007 - August 2007
Hillary Clinton for Senator August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Financial Reporting, Finance, Accounting, Financial Accounting, Account Reconciliation, Securities, Research, Data Entry, Microsoft Office, Analysis, Leadership, Management, Spanish, Auditing
Education
Temple University - Fox School of Business and Management 2011 — 2013
Masters, Business Administration
Syracuse University 2004 — 2008
Bachelor of Science, Political Science
Syracuse University in Madrid 2007 — 2007
Bachelor of Science (B.S.), Political Science and Government
South Burlington High School 2000 — 2004
High School
Schindler Elevator Corporation (U.S.) July 2014 - Present
Toys R Us May 2014 - June 2014
Toys R Us June 2013 - May 2014
Toys R Us June 2012 - August 2012
State Street May 2010 - June 2011
State Street April 2009 - May 2010
Brown Brother's Harriman & Co October 2008 - February 2009
District Attorney's Office Onondaga Country, NY January 2008 - May 2008
State Street May 2007 - August 2007
Hillary Clinton for Senator August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Financial Reporting, Finance, Accounting, Financial Accounting, Account Reconciliation, Securities, Research, Data Entry, Microsoft Office, Analysis, Leadership, Management, Spanish, Auditing
Education
Temple University - Fox School of Business and Management 2011 — 2013
Masters, Business Administration
Syracuse University 2004 — 2008
Bachelor of Science, Political Science
Syracuse University in Madrid 2007 — 2007
Bachelor of Science (B.S.), Political Science and Government
South Burlington High School 2000 — 2004
High School
Mike DeGuglielmo Mike DeGuglielmo's State Street Experience May 2004 - January 2006
Job Associate Director, Young Alumni and Special Gifts, The Fund for Babson at Babson College
Industry Nonprofit Organization Management
Experience
Autism Speaks July 2012 - January 2013
Dana-Farber Cancer Institute October 2010 - July 2012
Dana-Farber Cancer Institute January 2009 - October 2010
Dana-Farber Cancer Institute January 2007 - January 2009
Committee to Elect Anthony Galluccio January 2006 - June 2006
State Street May 2004 - January 2006
Committee to Elect Anthony Galluccio August 2003 - December 2003
Skills
Fundraising, Non-profits, Event Planning, Social Media, Public Speaking, Data Analysis, Donor Relations, Newsletters, Marketing Strategy, Marketing Communications, Microsoft Office, PowerPoint, Facebook, Database Management, Nonprofits
Education
Syracuse University 1999 — 2003
Bachelor of Arts, History
Autism Speaks July 2012 - January 2013
Dana-Farber Cancer Institute October 2010 - July 2012
Dana-Farber Cancer Institute January 2009 - October 2010
Dana-Farber Cancer Institute January 2007 - January 2009
Committee to Elect Anthony Galluccio January 2006 - June 2006
State Street May 2004 - January 2006
Committee to Elect Anthony Galluccio August 2003 - December 2003
Skills
Fundraising, Non-profits, Event Planning, Social Media, Public Speaking, Data Analysis, Donor Relations, Newsletters, Marketing Strategy, Marketing Communications, Microsoft Office, PowerPoint, Facebook, Database Management, Nonprofits
Education
Syracuse University 1999 — 2003
Bachelor of Arts, History
Howard Crow Howard Crow's State Street Experience 1991 - 1995
Job Group Program Manager at Microsoft
Industry Computer Software
Experience
Ducati Seattle 2011 - Present
Microsoft 2000 - Present
Microsoft 1997 - 2000
State Street 1991 - 1995
Skills
Engineering Management, Enterprise Software, Testing, MS Project, Software Project..., Program Management, Software Engineering, Business Intelligence, Management, SharePoint, Product Management, Software Design, Software Development, SaaS, Project Management, Start-ups, Cross-functional Team..., Agile Methodologies, Cloud Computing
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Entrepreneurship
Swarthmore College 1985 — 1989
BA, Sociology
Ducati Seattle 2011 - Present
Microsoft 2000 - Present
Microsoft 1997 - 2000
State Street 1991 - 1995
Skills
Engineering Management, Enterprise Software, Testing, MS Project, Software Project..., Program Management, Software Engineering, Business Intelligence, Management, SharePoint, Product Management, Software Design, Software Development, SaaS, Project Management, Start-ups, Cross-functional Team..., Agile Methodologies, Cloud Computing
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Entrepreneurship
Swarthmore College 1985 — 1989
BA, Sociology
Frank Miethe Frank Miethe's State Street Experience August 2007 - June 2011
Job Jr. Fixed Income Portfolio Manager at SSgA
Industry Investment Management
Experience
SSgA September 2013 - Present
SSgA May 2011 - September 2013
State Street August 2007 - June 2011
MBTA 2006 - 2007
Skills
Fixed Income, Equities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Derivatives, Mutual Funds, Options, Finance, Corporate Actions, Swaps, Settlement, Bloomberg, Bloomberg Terminal, Accounting, Asset Management, Bonds, Financial Services, Investment Management, Investments, Middle Office, Securities
Education
Suffolk University - Sawyer School of Management 2008 — 2010
MBA, Finance
Western New England University 2003 — 2007
BS/BA, Management
SSgA September 2013 - Present
SSgA May 2011 - September 2013
State Street August 2007 - June 2011
MBTA 2006 - 2007
Skills
Fixed Income, Equities, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Derivatives, Mutual Funds, Options, Finance, Corporate Actions, Swaps, Settlement, Bloomberg, Bloomberg Terminal, Accounting, Asset Management, Bonds, Financial Services, Investment Management, Investments, Middle Office, Securities
Education
Suffolk University - Sawyer School of Management 2008 — 2010
MBA, Finance
Western New England University 2003 — 2007
BS/BA, Management
John Punch John Punch's State Street Experience November 2008 - February 2009
Job Financial Services Consultant
Industry Financial Services
Experience
SunGard 2012 - Present
SunGard January 2010 - August 2012
State Street November 2008 - February 2009
State Street July 2007 - November 2008
Investors Bank & Trust October 2006 - July 2007
State Street 2004 - 2006
State Street 2003 - 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Financial Services, Banking, Integration, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Mergers, Project Management
Education
Suffolk University - Sawyer Business School 1999 — 2002
MBA, Finance
SunGard 2012 - Present
SunGard January 2010 - August 2012
State Street November 2008 - February 2009
State Street July 2007 - November 2008
Investors Bank & Trust October 2006 - July 2007
State Street 2004 - 2006
State Street 2003 - 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Financial Services, Banking, Integration, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Mergers, Project Management
Education
Suffolk University - Sawyer Business School 1999 — 2002
MBA, Finance
Issa Handal-Azrak's State Street Experience August 2010 - March 2015
Job Manager at State Street Corp.
Industry Financial Services
Experience
State Street August 2010 - March 2015
State Street March 2007 - July 2010
BISYS Hedge Fund Service Inc. May 2006 - February 2007
State Street March 2005 - April 2006
State Street March 2002 - February 2005
State Street June 2000 - February 2002
Skills
Business Analysis, Financial Analysis, Customer Service, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1994 — 1999
Bachelor’s Degree, Accounting and Business/Management
Suffolk University - Sawyer Business School
State Street August 2010 - March 2015
State Street March 2007 - July 2010
BISYS Hedge Fund Service Inc. May 2006 - February 2007
State Street March 2005 - April 2006
State Street March 2002 - February 2005
State Street June 2000 - February 2002
Skills
Business Analysis, Financial Analysis, Customer Service, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1994 — 1999
Bachelor’s Degree, Accounting and Business/Management
Suffolk University - Sawyer Business School
Kurt G. Gustafson, MBA Kurt G. Gustafson, MBA's State Street Experience December 1999 - June 2003
Job Vice President RIA Consulting Group at Calamos Investments
Industry Investment Management
Experience
Calamos Investments June 2014 - Present
Van Eck Global September 2008 - June 2014
Bradford & Marzec January 2006 - September 2008
Independent Consultant 2004 - 2005
State Street December 1999 - June 2003
John Hancock Financial Services November 1997 - December 1999
John Hancock Financial Services October 1995 - November 1997
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, ETFs, Hedge Funds, Fixed Income, Wealth Management, Securities, Asset Allocation, Emerging Markets, Natural Resources, Gold, Investment Management, Investment Advisory, Asset Management
Education
Boston University Graduate School of Management 2000 — 2003
Master of Business Administration (MBA), MBA
Susquehanna University 1991 — 1995
Bachelor of Arts, English
Calamos Investments June 2014 - Present
Van Eck Global September 2008 - June 2014
Bradford & Marzec January 2006 - September 2008
Independent Consultant 2004 - 2005
State Street December 1999 - June 2003
John Hancock Financial Services November 1997 - December 1999
John Hancock Financial Services October 1995 - November 1997
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, ETFs, Hedge Funds, Fixed Income, Wealth Management, Securities, Asset Allocation, Emerging Markets, Natural Resources, Gold, Investment Management, Investment Advisory, Asset Management
Education
Boston University Graduate School of Management 2000 — 2003
Master of Business Administration (MBA), MBA
Susquehanna University 1991 — 1995
Bachelor of Arts, English
Robert Curry Robert Curry's State Street Experience 2003 - 2005
Job Senior CL Underwriter
Industry Insurance
Experience
Liberty Mutual Insurance January 2009 - Present
Liberty Mutual 2007 - 2007
Mass Health 2006 - 2006
state street 2003 - 2005
Skills
Property & Casualty..., Insurance, Commercial Insurance, Legal Liability, Casualty, Liability, Workers Compensation, Commercial Lines, Professional Liability, Claim, Underwriting, Umbrella Insurance, General Insurance, Inland Marine, Risk Management, Claims Management, D&O, Legal Research
Education
Suffolk University Law School 2005 — 2008
Doctor of Law (JD)
Trinity College-Hartford 1999 — 2003
Bachelor of Science (B.S.), Political Science and Government
University of Sydney 2002 — 2002
Liberty Mutual Insurance January 2009 - Present
Liberty Mutual 2007 - 2007
Mass Health 2006 - 2006
state street 2003 - 2005
Skills
Property & Casualty..., Insurance, Commercial Insurance, Legal Liability, Casualty, Liability, Workers Compensation, Commercial Lines, Professional Liability, Claim, Underwriting, Umbrella Insurance, General Insurance, Inland Marine, Risk Management, Claims Management, D&O, Legal Research
Education
Suffolk University Law School 2005 — 2008
Doctor of Law (JD)
Trinity College-Hartford 1999 — 2003
Bachelor of Science (B.S.), Political Science and Government
University of Sydney 2002 — 2002
Edward Lamy Edward Lamy's State Street Experience July 2013 - September 2015
Job Associate at JP Morgan Chase & CO.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
State Street July 2013 - September 2015
State Street Corporation May 2010 - July 2013
State Street Corporation May 2008 - May 2010
Citigroup June 2007 - May 2008
Skills
Fund Accounting, Funding, Corporate Actions, Money Market, Financial Services, Swaps, Bonds, Auditing, Trading, Mutual Funds, Fixed Income, Equities, Fund Of Funds, Options, Fund Administration, Account Reconciliation, Bloomberg, Microsoft Excel, Accounting
Education
Susquehanna University 2003 — 2007
Bachelor of Science, Accounting
Danvers High School 1999 — 2003
JPMorgan Chase & Co. September 2015 - Present
State Street July 2013 - September 2015
State Street Corporation May 2010 - July 2013
State Street Corporation May 2008 - May 2010
Citigroup June 2007 - May 2008
Skills
Fund Accounting, Funding, Corporate Actions, Money Market, Financial Services, Swaps, Bonds, Auditing, Trading, Mutual Funds, Fixed Income, Equities, Fund Of Funds, Options, Fund Administration, Account Reconciliation, Bloomberg, Microsoft Excel, Accounting
Education
Susquehanna University 2003 — 2007
Bachelor of Science, Accounting
Danvers High School 1999 — 2003
Katherine Peralta's State Street Experience May 2015 - Present
Job Corporate Tax Intern at State Street
Industry Accounting
Experience
State Street May 2015 - Present
Target August 2012 - Present
Love Culture Inc January 2012 - August 2012
Citizens Bank July 2010 - January 2012
Cardinal's Nest School Store 2011 - 2012
Skills
Microsoft Office, Organization, Time Management, Customer Service, Spanish, Spanish Translation, Managed Money, Accounting, Tax Preparation, Tax Returns, Leadership, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Outlook
Education
Suffolk University - Sawyer School of Management 2012 — 2016
Bachelor's Degree, Accounting, Junior
Madison Park Technical Vocational High School 2008 — 2012
High School Diploma, Business/Office Automation/Technology/Data Entry
State Street May 2015 - Present
Target August 2012 - Present
Love Culture Inc January 2012 - August 2012
Citizens Bank July 2010 - January 2012
Cardinal's Nest School Store 2011 - 2012
Skills
Microsoft Office, Organization, Time Management, Customer Service, Spanish, Spanish Translation, Managed Money, Accounting, Tax Preparation, Tax Returns, Leadership, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Outlook
Education
Suffolk University - Sawyer School of Management 2012 — 2016
Bachelor's Degree, Accounting, Junior
Madison Park Technical Vocational High School 2008 — 2012
High School Diploma, Business/Office Automation/Technology/Data Entry
Lena Chen Lena Chen's State Street Experience November 2013 - November 2014
Job Accountant
Industry Accounting
Experience
Staples November 2014 - July 2015
State Street November 2013 - November 2014
Amphenol Aerospace June 2013 - July 2013
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Sales, Social Media, Teamwork, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Accounting/Supply Chain Management
Tsinghua University 2012 — 2012
Syracuse University Study Abroad Program
Staples November 2014 - July 2015
State Street November 2013 - November 2014
Amphenol Aerospace June 2013 - July 2013
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Sales, Social Media, Teamwork, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Accounting/Supply Chain Management
Tsinghua University 2012 — 2012
Syracuse University Study Abroad Program
Tyler Kelly's State Street Experience December 2013 - May 2015
Job Trust & Fiduciary Compliance Associate at Boston Private Bank
Industry Banking
Experience
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Philip Sartanowicz Philip Sartanowicz's State Street Experience November 1998 - December 2002
Job HUD COMPLIANCE AND UNDERWRITING SPECIALIST
Industry Financial Services
Experience
The Department of Housing and Urban Development- HUD April 2015 - Present
FDIC June 2009 - Present
Countrywide Wholesale May 2003 - October 2008
State Street November 1998 - December 2002
FDIC May 1990 - November 1998
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Skills
Loans, Mortgage Lending, Loan Servicing, Credit, Mortgage Banking, Banking, Credit Analysis, Asset Managment, Underwriting, Loan Origination, Real Estate Economics, Loss Mitigation, Financial Analysis, Portfolio Management, Real Estate, Commercial Banking, Commercial Lending, Financial Institutions, Asset Management, Credit Risk, Consumer Lending, Due Diligence, Financial Risk, Commercial Mortgages, Risk Management, Structured Finance, Compliance, Finance, Capital Markets, Investments, Mortgage Underwriting, Residential Mortgages
Education
Suffolk University - Sawyer Business School 1988 — 1990
MBA, Finance
UMass Amhert 1978 — 1982
BA, Business
The Department of Housing and Urban Development- HUD April 2015 - Present
FDIC June 2009 - Present
Countrywide Wholesale May 2003 - October 2008
State Street November 1998 - December 2002
FDIC May 1990 - November 1998
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Newport inc 1982 - 1990
Skills
Loans, Mortgage Lending, Loan Servicing, Credit, Mortgage Banking, Banking, Credit Analysis, Asset Managment, Underwriting, Loan Origination, Real Estate Economics, Loss Mitigation, Financial Analysis, Portfolio Management, Real Estate, Commercial Banking, Commercial Lending, Financial Institutions, Asset Management, Credit Risk, Consumer Lending, Due Diligence, Financial Risk, Commercial Mortgages, Risk Management, Structured Finance, Compliance, Finance, Capital Markets, Investments, Mortgage Underwriting, Residential Mortgages
Education
Suffolk University - Sawyer Business School 1988 — 1990
MBA, Finance
UMass Amhert 1978 — 1982
BA, Business
John Ferrantino John Ferrantino's State Street Experience April 2015 - Present
Job Senior Associate State Street Bank and Trust Company
Industry Law Practice
Experience
State Street April 2015 - Present
Wilmer Hale, LLP (Update Legal) September 2014 - March 2015
D'Angio Law Offices June 2013 - July 2014
Diller and Diller, P.C. May 2012 - August 2012
Skills
Westlaw, Legal Writing, Public Policy, Civil Litigation, Legal Research, Litigation, Lexis
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.)
The University of Connecticut 2006 — 2009
Bachelor of Science (B.S.), Political Science and Government
State Street April 2015 - Present
Wilmer Hale, LLP (Update Legal) September 2014 - March 2015
D'Angio Law Offices June 2013 - July 2014
Diller and Diller, P.C. May 2012 - August 2012
Skills
Westlaw, Legal Writing, Public Policy, Civil Litigation, Legal Research, Litigation, Lexis
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.)
The University of Connecticut 2006 — 2009
Bachelor of Science (B.S.), Political Science and Government
Jason Edinger, CFA's State Street Experience May 2010 - January 2012
Job Senior Research Analyst at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC March 2015 - Present
SU in Boston Alumni Club September 2015 - Present
Twin Focus Capital Partners LLC May 2014 - February 2015
Twin Focus Capital Partners LLC January 2012 - May 2014
State Street May 2010 - January 2012
US Army May 2006 - May 2010
Skills
Portfolio Management, Financial Analysis, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Corporate Finance, Options, Trading, Private Equity, Derivatives, Venture Capital, Market Analysis, Series 65, Military Operations, Institutional Investors
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
Cheyenne Mountain High School 1998 — 2001
RINET Company, LLC March 2015 - Present
SU in Boston Alumni Club September 2015 - Present
Twin Focus Capital Partners LLC May 2014 - February 2015
Twin Focus Capital Partners LLC January 2012 - May 2014
State Street May 2010 - January 2012
US Army May 2006 - May 2010
Skills
Portfolio Management, Financial Analysis, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Corporate Finance, Options, Trading, Private Equity, Derivatives, Venture Capital, Market Analysis, Series 65, Military Operations, Institutional Investors
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
Cheyenne Mountain High School 1998 — 2001
Emily Turnbull Emily Turnbull's State Street Experience June 2015 - August 2015
Job Student at Suffolk University
Industry Financial Services
Experience
Suffolk University September 2012 - Present
Alumni Sports Cafe September 2011 - Present
State Street June 2015 - August 2015
Education
Suffolk University - Sawyer Business School 2012 — 2016
Finance, General
Pembroke High School 2008 — 2012
Suffolk University September 2012 - Present
Alumni Sports Cafe September 2011 - Present
State Street June 2015 - August 2015
Education
Suffolk University - Sawyer Business School 2012 — 2016
Finance, General
Pembroke High School 2008 — 2012
Rebecca Huggins's State Street Experience April 2014 - Present
Job Vice President at State Street Corp, MBA, PMP
Industry Financial Services
Experience
State Street April 2014 - Present
State Street September 2012 - April 2014
State Street May 2011 - March 2012
State Street October 2010 - May 2011
State Street August 2008 - September 2010
State Street July 2006 - August 2008
State Street August 2004 - July 2006
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Securities, Investments, Equities, Asset Allocation, Asset Managment, Business Analysis, Microsoft Excel, Data Analysis, Risk Management, Microsoft Office, Financial Services, Portfolio Management, Hedge Funds
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Finance, Management, International Business
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Business Administration (B.B.A.)
American University, Rome Italy 2002 — 2003
BS, Italian, International Business
State Street April 2014 - Present
State Street September 2012 - April 2014
State Street May 2011 - March 2012
State Street October 2010 - May 2011
State Street August 2008 - September 2010
State Street July 2006 - August 2008
State Street August 2004 - July 2006
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Securities, Investments, Equities, Asset Allocation, Asset Managment, Business Analysis, Microsoft Excel, Data Analysis, Risk Management, Microsoft Office, Financial Services, Portfolio Management, Hedge Funds
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Finance, Management, International Business
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Business Administration (B.B.A.)
American University, Rome Italy 2002 — 2003
BS, Italian, International Business
Carmen Seto's State Street Experience December 2013 - Present
Job Fund Account/ Operation Specialist at State Street
Industry Marketing and Advertising
Experience
State Street December 2013 - Present
Amphenol Aerospace June 2012 - August 2012
Martin J. Whitman School of Management February 2012 - May 2012
Snug Harbor Elementary School Summer Program July 2001 - July 2009
Education
Syracuse University 2009 — 2013
Bachelor's Degree, Marketing and Supply Chain Management
North Quincy High School
State Street December 2013 - Present
Amphenol Aerospace June 2012 - August 2012
Martin J. Whitman School of Management February 2012 - May 2012
Snug Harbor Elementary School Summer Program July 2001 - July 2009
Education
Syracuse University 2009 — 2013
Bachelor's Degree, Marketing and Supply Chain Management
North Quincy High School
John Ronan John Ronan's State Street Experience 2003 - 2004
Job Domestic Relations Associate at Todd & Weld LLP
Industry Law Practice
Experience
Todd & Weld LLP October 2011 - Present
Atwood & Cherny, P.C. September 2009 - October 2011
Commonwealth of Massachusetts September 2007 - September 2009
Law Offices of Alfred P. Farese, Jr. June 2005 - June 2007
State Street 2003 - 2004
Skills
Divorce, Courts, Domestic Relations, Estate Administration, Family Law, Financial Services, Legal Research, Legal Writing, Litigation, Modifications, Parenting Plans, Probation, Attorneys, Civil Litigation, Legal Assistance, Arbitration, Mediation, Trials
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Tufts University 1998 — 2002
B.A., Economics
Malden Catholic 1994 — 1998
Todd & Weld LLP October 2011 - Present
Atwood & Cherny, P.C. September 2009 - October 2011
Commonwealth of Massachusetts September 2007 - September 2009
Law Offices of Alfred P. Farese, Jr. June 2005 - June 2007
State Street 2003 - 2004
Skills
Divorce, Courts, Domestic Relations, Estate Administration, Family Law, Financial Services, Legal Research, Legal Writing, Litigation, Modifications, Parenting Plans, Probation, Attorneys, Civil Litigation, Legal Assistance, Arbitration, Mediation, Trials
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Tufts University 1998 — 2002
B.A., Economics
Malden Catholic 1994 — 1998
James Alford James Alford's State Street Experience 2012 - 2013
Job Client and Professional Services Senior Leader
Industry Financial Services
Experience
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Citisoft February 2014 - Present
Northern Trust Corporation August 2015 - Present
Invesco US August 2014 - June 2015
Invesco US February 2014 - August 2014
State Street 2012 - 2013
Omgeo 2007 - 2012
Omgeo 2006 - 2007
Omgeo 2003 - 2006
Thomson Financial ESG 2000 - 2003
Thomson Financial ESG 1996 - 2000
Skills
Reference Data, Financial Services, Product Management, Business Analysis, Fixed Income, Trading Systems, Back Office, Technical Support, Equities, Team Management, Salesforce.com, Risk Management, Professional Services, Management, Strategy, CRM, Derivatives, Team Building, Integration, Market Data, Account Management, SDLC, Agile Methodologies, Vendor Management, Settlement, Team Leadership, Business Process, Executive Management, Technology Integration, Leadership, SaaS
Education
Syracuse University
BA, Major in Economics, Minor in English
Elizabeth Ejiofor Elizabeth Ejiofor's State Street Experience September 2013 - November 2013
Job Young Professional
Industry Financial Services
Experience
athenahealth April 2014 - May 2014
Destination XL Group, Inc. January 2014 - February 2014
State Street September 2013 - November 2013
Next Step Living, Inc October 2012 - July 2013
State Street December 2011 - September 2012
Catholic Charities South August 2011 - September 2011
Quincy District Court-Clerk's Office September 2010 - December 2010
UMass Boston September 2009 - June 2010
Jumpstart September 2007 - May 2008
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Salesforce.com, NetSuite, Great Plains Software, Light Access, Service-now.com
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD)
University of Massachusetts Boston 2006 — 2010
BA, Criminal Justice
athenahealth April 2014 - May 2014
Destination XL Group, Inc. January 2014 - February 2014
State Street September 2013 - November 2013
Next Step Living, Inc October 2012 - July 2013
State Street December 2011 - September 2012
Catholic Charities South August 2011 - September 2011
Quincy District Court-Clerk's Office September 2010 - December 2010
UMass Boston September 2009 - June 2010
Jumpstart September 2007 - May 2008
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Salesforce.com, NetSuite, Great Plains Software, Light Access, Service-now.com
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD)
University of Massachusetts Boston 2006 — 2010
BA, Criminal Justice
Rishi Badlani Rishi Badlani's State Street Experience February 2006 - Present
Job Supervisor at State Street
Industry Financial Services
Experience
State Street February 2006 - Present
SATYAM COMPUTER SOLUTIONS March 2004 - February 2005
PERSHING LLC June 2002 - August 2002
Skills
Options, Trading, Management, Account Reconciliation, Securities, Equities, Asset Management, Portfolio Management, Risk Management, Financial Analysis, Derivatives, Finance, Marketing, Mutual Funds, Financial Modeling, Financial Services, Fixed Income, Hedge Funds
Education
Syracuse University
Bachelor of Science Dec, 2004
Syracuse University
State Street February 2006 - Present
SATYAM COMPUTER SOLUTIONS March 2004 - February 2005
PERSHING LLC June 2002 - August 2002
Skills
Options, Trading, Management, Account Reconciliation, Securities, Equities, Asset Management, Portfolio Management, Risk Management, Financial Analysis, Derivatives, Finance, Marketing, Mutual Funds, Financial Modeling, Financial Services, Fixed Income, Hedge Funds
Education
Syracuse University
Bachelor of Science Dec, 2004
Syracuse University
Matthew Rameaka Matthew Rameaka's State Street Experience August 2008 - December 2011
Job Vice President Senior Audit Manager at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. December 2014 - Present
State Street Bank & Trust Co December 2011 - December 2014
State Street August 2008 - December 2011
State Street Bank & Trust Co June 2004 - August 2008
Investors Bank & Trust 1999 - 2004
Skills
Derivatives, Fixed Income, FX Options, Hedge Funds, Corporate Actions, Auditing, Credit, Financial Markets, Banking, Operational Risk, Capital Markets, Credit Risk, Basel II, AML, Enterprise Risk..., Alternative Investments, Trading, Risk Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
Masters, Finance
University of Rhode Island 1991 — 1995
BS, Business Administration
Citizens Financial Group, Inc. December 2014 - Present
State Street Bank & Trust Co December 2011 - December 2014
State Street August 2008 - December 2011
State Street Bank & Trust Co June 2004 - August 2008
Investors Bank & Trust 1999 - 2004
Skills
Derivatives, Fixed Income, FX Options, Hedge Funds, Corporate Actions, Auditing, Credit, Financial Markets, Banking, Operational Risk, Capital Markets, Credit Risk, Basel II, AML, Enterprise Risk..., Alternative Investments, Trading, Risk Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
Masters, Finance
University of Rhode Island 1991 — 1995
BS, Business Administration
Marisa Vutrano Marisa Vutrano's State Street Experience September 2001 - December 2006
Job Commercial Umbrella Underwriter at New Empire Group Ltd.
Industry Insurance
Experience
New Empire Group Ltd. February 2008 - Present
State Street September 2001 - December 2006
Skills
Property & Casualty..., Underwriting, Legal Liability, Casualty, Insurance, Commercial Insurance, Professional Liability, Commercial Lines, Umbrella Insurance, D&O, Inland Marine, Excess, Employment Practices..., Brokers, General Insurance, Liability
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MSF, Finance
University of Massachusetts, Amherst 1997 — 2001
BA, Accounting and Information Systems
New Empire Group Ltd. February 2008 - Present
State Street September 2001 - December 2006
Skills
Property & Casualty..., Underwriting, Legal Liability, Casualty, Insurance, Commercial Insurance, Professional Liability, Commercial Lines, Umbrella Insurance, D&O, Inland Marine, Excess, Employment Practices..., Brokers, General Insurance, Liability
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MSF, Finance
University of Massachusetts, Amherst 1997 — 2001
BA, Accounting and Information Systems
Sofia Pinheiro's State Street Experience November 2013 - Present
Job Recruiter at State Street
Industry Staffing and Recruiting
Experience
State Street November 2013 - Present
Granite Telecommunications June 2013 - November 2013
The Mergis Group January 2011 - June 2013
The Mergis Group July 2009 - January 2011
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Recruiting, Temporary Staffing, Internet Recruiting, Executive Search, College Recruiting, Staffing Services, Permanent Placement, Contract Recruitment, Sourcing, Benefits Negotiation, Temporary Placement, Screening Resumes, Human Resources, Employee Relations, Onboarding, Interviews, Career Counseling, Recruitment Advertising, Taleo, Screening, Resume Writing, PeopleSoft, New Hire Orientations, Talent Management, Job Fairs, Workforce Planning, Cold Calling, Deferred Compensation, Employer Branding, Management, Networking, Interview Preparation, Staff Augmentation
Education
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, Minor Accounting and Business Law
State Street November 2013 - Present
Granite Telecommunications June 2013 - November 2013
The Mergis Group January 2011 - June 2013
The Mergis Group July 2009 - January 2011
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Recruiting, Temporary Staffing, Internet Recruiting, Executive Search, College Recruiting, Staffing Services, Permanent Placement, Contract Recruitment, Sourcing, Benefits Negotiation, Temporary Placement, Screening Resumes, Human Resources, Employee Relations, Onboarding, Interviews, Career Counseling, Recruitment Advertising, Taleo, Screening, Resume Writing, PeopleSoft, New Hire Orientations, Talent Management, Job Fairs, Workforce Planning, Cold Calling, Deferred Compensation, Employer Branding, Management, Networking, Interview Preparation, Staff Augmentation
Education
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, Minor Accounting and Business Law
Ishtyaq Nazim Ishtyaq Nazim's State Street Experience September 2015 - Present
Job Associate at State Street
Industry Financial Services
Experience
State Street September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Warren Ave Market February 2013 - June 2015
Lambda Chi Alpha Fraternity, Inc. September 2014 - April 2015
Robert R. Taylor Network May 2010 - May 2013
Investment Banking Institute July 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Word, Mergers & Acquisitions, Analysis, Public Speaking, Social Media, Research, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science, Bachelor of Arts, Finance and Economics
Brockton High School 2007 — 2011
International Baccalaureate Diploma Programme
State Street September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Warren Ave Market February 2013 - June 2015
Lambda Chi Alpha Fraternity, Inc. September 2014 - April 2015
Robert R. Taylor Network May 2010 - May 2013
Investment Banking Institute July 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Word, Mergers & Acquisitions, Analysis, Public Speaking, Social Media, Research, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science, Bachelor of Arts, Finance and Economics
Brockton High School 2007 — 2011
International Baccalaureate Diploma Programme
Kristen Porter Kristen Porter's State Street Experience May 2010 - September 2010
Job Tax Senior Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC July 2012 - June 2014
Suffolk University September 2011 - May 2012
PricewaterhouseCoopers June 2011 - September 2011
University of Rhode Island September 2008 - May 2011
State Street May 2010 - September 2010
Skills
Tax, Account Reconciliation, Invoicing, Finance, Tax Research
Education
Suffolk University - Sawyer School of Management 2011 — 2012
MST, Taxation, 3.84
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Alvirne High School
PwC July 2014 - Present
PwC July 2012 - June 2014
Suffolk University September 2011 - May 2012
PricewaterhouseCoopers June 2011 - September 2011
University of Rhode Island September 2008 - May 2011
State Street May 2010 - September 2010
Skills
Tax, Account Reconciliation, Invoicing, Finance, Tax Research
Education
Suffolk University - Sawyer School of Management 2011 — 2012
MST, Taxation, 3.84
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Alvirne High School
Shannon Groppi's State Street Experience April 2015 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street April 2010 - Present
State Street December 2008 - April 2010
State Street May 2006 - December 2008
Inner City Scholarship Fund / Catholic Schools Foundation November 2005 - April 2006
State Street Corporation May 2004 - November 2005
Milton Academy February 2000 - June 2004
Stone & Webster January 1999 - January 2000
Skills
Change Management, Copy Editing, Writing, Project Planning, Event Planning, Program Management, Public Relations, Communications Strategy, Internal Communications, Non-profit..., Vendor Management, Corporate Communications, Strategic Communications, Newsletters, Public Speaking, Event Management, Budgets, Risk Management, Marketing, Nonprofits, Marketing Communications, Project Management, Leadership, Strategy, Business Strategy
Education
Bridgewater State College - Graduate School 2002 — 2006
MPA
Syracuse University 1995 — 1998
BS
State Street April 2015 - Present
State Street April 2010 - Present
State Street December 2008 - April 2010
State Street May 2006 - December 2008
Inner City Scholarship Fund / Catholic Schools Foundation November 2005 - April 2006
State Street Corporation May 2004 - November 2005
Milton Academy February 2000 - June 2004
Stone & Webster January 1999 - January 2000
Skills
Change Management, Copy Editing, Writing, Project Planning, Event Planning, Program Management, Public Relations, Communications Strategy, Internal Communications, Non-profit..., Vendor Management, Corporate Communications, Strategic Communications, Newsletters, Public Speaking, Event Management, Budgets, Risk Management, Marketing, Nonprofits, Marketing Communications, Project Management, Leadership, Strategy, Business Strategy
Education
Bridgewater State College - Graduate School 2002 — 2006
MPA
Syracuse University 1995 — 1998
BS
Karen Bustillo Agredo's State Street Experience September 2013 - Present
Job VP at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
BNY Mellon October 2006 - September 2013
KLD Research & Analytics, Inc. March 2003 - October 2006
ADC Telecommunications (Saville) November 1997 - May 2002
Skills
Public Relations, Sales Operations, Strategy, Financial Analysis, Marketing Strategy, Management Consulting, Leadership, Business Analysis, Equities, Performance Measurement, Relationship Management, Process Improvement, Business Strategy, Business Development, Investments, Marketing, Analytics, Financial Services, Finance, Management, Derivatives, Portfolio Management, Sales, Cross-functional Team..., Project Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing, Finance, International Business
University of Massachusetts Boston 1991 — 1995
BA, International Business
Partnership
State Street September 2013 - Present
BNY Mellon October 2006 - September 2013
KLD Research & Analytics, Inc. March 2003 - October 2006
ADC Telecommunications (Saville) November 1997 - May 2002
Skills
Public Relations, Sales Operations, Strategy, Financial Analysis, Marketing Strategy, Management Consulting, Leadership, Business Analysis, Equities, Performance Measurement, Relationship Management, Process Improvement, Business Strategy, Business Development, Investments, Marketing, Analytics, Financial Services, Finance, Management, Derivatives, Portfolio Management, Sales, Cross-functional Team..., Project Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing, Finance, International Business
University of Massachusetts Boston 1991 — 1995
BA, International Business
Partnership
Susan Liberty's State Street Experience 1989 - Present
Job Vice President at State Street Bank
Industry Financial Services
Experience
Investors Bank and Trust May 1989 - Present
State Street 1989 - Present
Skills
Fixed Income, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fund Administration, Asset Management, Financial Modeling, Bloomberg, Securities, Portfolio Management, Derivatives, Fund Of Funds, Corporate Actions, Financial Services, Options, Bonds, Swaps, Back Office, Middle Office, FX Options, Trading Systems
Education
Suffolk University - Sawyer School of Management 1991 — 1993
Masters, Masters of Finance
Investors Bank and Trust May 1989 - Present
State Street 1989 - Present
Skills
Fixed Income, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fund Administration, Asset Management, Financial Modeling, Bloomberg, Securities, Portfolio Management, Derivatives, Fund Of Funds, Corporate Actions, Financial Services, Options, Bonds, Swaps, Back Office, Middle Office, FX Options, Trading Systems
Education
Suffolk University - Sawyer School of Management 1991 — 1993
Masters, Masters of Finance
Jessie Sarah Rosenberg's State Street Experience 2009 - March 2011
Job Legal Counsel at Sapient
Industry Law Practice
Experience
Sapient March 2011 - Present
State Street 2009 - March 2011
Skills
Legal Research, Legal Writing, Courts, Corporate Law, Employment Law, Corporate Governance, Commercial Litigation
Education
Suffolk University Law School 2006 — 2009
Trinity College-Hartford 2002 — 2006
BA, History
Sapient March 2011 - Present
State Street 2009 - March 2011
Skills
Legal Research, Legal Writing, Courts, Corporate Law, Employment Law, Corporate Governance, Commercial Litigation
Education
Suffolk University Law School 2006 — 2009
Trinity College-Hartford 2002 — 2006
BA, History
Anthony Bonaceto's State Street Experience OfficerState Street Bank & Trust Company2006 - 2008
Job Senior Unit Manager at State Street
Industry Financial Services
Experience
State Street OfficerState Street Bank & Trust Company2006 - 2008
Education
Syracuse University 1991 — 1995
State Street OfficerState Street Bank & Trust Company2006 - 2008
Education
Syracuse University 1991 — 1995
F. Scott Fitzgerald's State Street Experience 2005 - 2007
Job System and Database Administrator at EdgeTech
Industry Information Technology and Services
Experience
EdgeTech July 2013 - Present
The Charlton Group, Inc. March 2013 - June 2013
Nestle Waters February 2012 - October 2012
Nestle Waters August 2011 - February 2012
Loomis Sayles and Company January 2010 - September 2010
Wall Street Access September 2009 - January 2010
Essex Investment Management September 2007 - September 2009
State Street 2005 - 2007
Skills
Network Administration, Project Management, Vendor Management, Microsoft SQL Server, VMware, Business Analysis, Linux, Networking, SQL, Active Directory, UCCE, Computer Hardware, Access, .NET, Powershell, SCCM, Bash, MySQL, Computer Security, VPN, Troubleshooting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Computer Science
EdgeTech July 2013 - Present
The Charlton Group, Inc. March 2013 - June 2013
Nestle Waters February 2012 - October 2012
Nestle Waters August 2011 - February 2012
Loomis Sayles and Company January 2010 - September 2010
Wall Street Access September 2009 - January 2010
Essex Investment Management September 2007 - September 2009
State Street 2005 - 2007
Skills
Network Administration, Project Management, Vendor Management, Microsoft SQL Server, VMware, Business Analysis, Linux, Networking, SQL, Active Directory, UCCE, Computer Hardware, Access, .NET, Powershell, SCCM, Bash, MySQL, Computer Security, VPN, Troubleshooting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Computer Science
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
William McEvoy's State Street Experience June 2007 - 2008
Job Trader/ Operations at Cantella & Co.
Industry Financial Services
Experience
Cantella & Co., Inc. 2008 - Present
State Street June 2007 - 2008
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Cantella & Co., Inc. 2008 - Present
State Street June 2007 - 2008
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Colin Coughlin's State Street Experience September 2008 - December 2010
Job Trading Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company December 2010 - Present
State Street September 2008 - December 2010
Education
Syracuse University 2004 — 2008
Loomis, Sayles & Company December 2010 - Present
State Street September 2008 - December 2010
Education
Syracuse University 2004 — 2008
Nancy Cristoferi's State Street Experience Senior DirectorInvestors Bank & Trust2003 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street Senior DirectorInvestors Bank & Trust2003 - 2007
Mellon Trust 1987 - 2001
Education
Suffolk University - Sawyer School of Management
MBA
State Street Senior DirectorInvestors Bank & Trust2003 - 2007
Mellon Trust 1987 - 2001
Education
Suffolk University - Sawyer School of Management
MBA
Bob Medeiros's State Street Experience June 1997 - Present
Job Assistant Vice President
Industry Financial Services
Experience
State Street June 1997 - Present
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1996
State Street June 1997 - Present
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1996
Frank Boudreau's State Street Experience August 2003 - March 2004
Job Proven Leader of Finance, Strategy, Analytics, and Operations
Industry Computer Software
Experience
Pegasystems October 2014 - Present
Suffolk University January 2014 - Present
Rapid7 December 2013 - October 2014
Omgeo March 2012 - November 2013
Fish and Richardson PC January 2011 - March 2012
Fish & Richardson P.C. November 2007 - December 2010
Fish & Richardson P.C. August 2005 - October 2007
Houghton Mifflin Harcourt March 2004 - April 2005
State Street August 2003 - March 2004
Howland Development July 2000 - August 2003
Skills
Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Managerial Finance, Financial Analysis, Business Intelligence, Variance Analysis, Corporate Finance, Strategic Financial..., Project Management, Strategy, Capital Budgeting, SQL, Strategic Planning, Global Strategy, ROI Optimization, Risk Management, Financial Management, Financial Planning, Profitability, Board Presentations, Benchmarking, Competitive Analysis, Budget Management, Cost Reduction, Financial Control, Process Control, Budget Analysis, Excel, Trend Analysis, Utilization, Realization, Data Mining, Capitalization, Transfer Pricing, Global Management, Professional Services, Portfolio Management, Month End Close, Expense Management, Cash Management, Offshoring, Long Term Business..., Financial Services, Software, Business Planning, Business Partner Support, Management, KPI implementation
Education
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, Corporate Accounting/Finance Executive Track, 3.9 GPA
Suffolk University - Sawyer School of Management 1999 — 2003
BSBA, Finance
Pegasystems October 2014 - Present
Suffolk University January 2014 - Present
Rapid7 December 2013 - October 2014
Omgeo March 2012 - November 2013
Fish and Richardson PC January 2011 - March 2012
Fish & Richardson P.C. November 2007 - December 2010
Fish & Richardson P.C. August 2005 - October 2007
Houghton Mifflin Harcourt March 2004 - April 2005
State Street August 2003 - March 2004
Howland Development July 2000 - August 2003
Skills
Financial Modeling, Forecasting, Financial Reporting, Process Improvement, Managerial Finance, Financial Analysis, Business Intelligence, Variance Analysis, Corporate Finance, Strategic Financial..., Project Management, Strategy, Capital Budgeting, SQL, Strategic Planning, Global Strategy, ROI Optimization, Risk Management, Financial Management, Financial Planning, Profitability, Board Presentations, Benchmarking, Competitive Analysis, Budget Management, Cost Reduction, Financial Control, Process Control, Budget Analysis, Excel, Trend Analysis, Utilization, Realization, Data Mining, Capitalization, Transfer Pricing, Global Management, Professional Services, Portfolio Management, Month End Close, Expense Management, Cash Management, Offshoring, Long Term Business..., Financial Services, Software, Business Planning, Business Partner Support, Management, KPI implementation
Education
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, Corporate Accounting/Finance Executive Track, 3.9 GPA
Suffolk University - Sawyer School of Management 1999 — 2003
BSBA, Finance
Sunita Phulara's State Street Experience November 2009 - August 2010
Job Strategy Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company May 2015 - Present
Loomis, Sayles & Company March 2014 - Present
Loomis Sayles August 2010 - February 2014
State Street November 2009 - August 2010
State Street October 2008 - August 2009
Fidelity Investments August 2006 - December 2007
Evalueserve January 2005 - July 2006
Skills
Financial Modeling, Fixed Income, Investment Banking, Valuation, Investments, Equity Research, Mutual Funds, Strategy
Education
Symbiosis institute of Management Studies 2003 — 2005
MBA, Finance & Marketing
University of Mumbai 1998 — 2001
Bachelor of Commerce, Commerce & Economics
Loomis, Sayles & Company May 2015 - Present
Loomis, Sayles & Company March 2014 - Present
Loomis Sayles August 2010 - February 2014
State Street November 2009 - August 2010
State Street October 2008 - August 2009
Fidelity Investments August 2006 - December 2007
Evalueserve January 2005 - July 2006
Skills
Financial Modeling, Fixed Income, Investment Banking, Valuation, Investments, Equity Research, Mutual Funds, Strategy
Education
Symbiosis institute of Management Studies 2003 — 2005
MBA, Finance & Marketing
University of Mumbai 1998 — 2001
Bachelor of Commerce, Commerce & Economics
Ian Pegg's State Street Experience June 2010 - August 2012
Job Portfolio Analyst, Performance Analytics at John Hancock Funds
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
Melissa Hogan Albonesi's State Street Experience Vice President, Senior Relationship ManagerState Street Global Advisors1998 - Present
Job Vice President, Senior Relationship Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Vice President, Senior Relationship ManagerState Street Global Advisors1998 - Present
Skills
Series 63, Asset Management, Asset Managment, Series 7, Institutional..., FINRA, Investments, Mutual Funds, Sales, Retirement Planning, Equities, High Net Worth..., Fixed Income
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Concentration in Organizational Behavior
Syracuse University 1992 — 1996
Bachelor's degree, Political Science and Government
State Street Vice President, Senior Relationship ManagerState Street Global Advisors1998 - Present
Skills
Series 63, Asset Management, Asset Managment, Series 7, Institutional..., FINRA, Investments, Mutual Funds, Sales, Retirement Planning, Equities, High Net Worth..., Fixed Income
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Concentration in Organizational Behavior
Syracuse University 1992 — 1996
Bachelor's degree, Political Science and Government
Scott Bragdon's State Street Experience 1996 - 2002
Job Human Resource Executive
Industry Banking
Experience
Town of Norfolk March 2009 - Present
Citizens Bank/ RBS America October 2002 - February 2009
State Street 1996 - 2002
Bank of Boston, Boston, MA 1986 - 1996
Wang Laboratories 1977 - 1978
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Skills
Executive Pay, Incentive Programs, Employee Engagement, Financial Services, Succession Planning, Deferred Compensation, Onboarding, Employee Benefits, Organizational..., Human Resources, Employee Relations, Talent Management, HRIS, HR Policies, Personnel Management, Benefits Administration, Performance Management, PeopleSoft, Talent Acquisition, Management
Education
Suffolk University - Sawyer School of Management 1980 — 1982
MBA, Business
University of Maine
BS, Marketing
Town of Norfolk March 2009 - Present
Citizens Bank/ RBS America October 2002 - February 2009
State Street 1996 - 2002
Bank of Boston, Boston, MA 1986 - 1996
Wang Laboratories 1977 - 1978
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Jordan's Meats 1969 - 1975
Skills
Executive Pay, Incentive Programs, Employee Engagement, Financial Services, Succession Planning, Deferred Compensation, Onboarding, Employee Benefits, Organizational..., Human Resources, Employee Relations, Talent Management, HRIS, HR Policies, Personnel Management, Benefits Administration, Performance Management, PeopleSoft, Talent Acquisition, Management
Education
Suffolk University - Sawyer School of Management 1980 — 1982
MBA, Business
University of Maine
BS, Marketing
Anthony Bonaceto's State Street Experience officerState Street
Job Officer at State Street
Industry Financial Services
Experience
State Street officerState Street
Education
Syracuse University 1991 — 1995
Communications
State Street officerState Street
Education
Syracuse University 1991 — 1995
Communications
Gregory S Jones's State Street Experience November 2005 - September 2007
Job Talent Acquisition Specialist at CRJ
Industry Nonprofit Organization Management
Experience
Community Resources For Justice November 2013 - Present
VETerrain February 2012 - Present
SNI Companies July 2013 - November 2013
Bay Cove Human Services July 2012 - January 2013
Bay Cove Human Services September 2010 - July 2012
Massachusetts MENTOR March 2010 - August 2010
Massachusetts MENTOR March 2009 - March 2010
Ledgent September 2007 - May 2008
State Street November 2005 - September 2007
Enterprise Rent-A-Car November 2004 - October 2005
Skills
Talent Management, Talent Acquisition, Recruiting, Customer Service, Teamwork, Public Speaking, Relationship Management, Leadership, Nonprofits, Strategic Planning, Social Networking, Microsoft Excel, Social Media, Accounting, Microsoft Word, Management, PowerPoint, Account Reconciliation, Sales, Journal Entries, Microsoft Office, Research, Project Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
BSBA, Business Management/Entrepreneurship
Community Resources For Justice November 2013 - Present
VETerrain February 2012 - Present
SNI Companies July 2013 - November 2013
Bay Cove Human Services July 2012 - January 2013
Bay Cove Human Services September 2010 - July 2012
Massachusetts MENTOR March 2010 - August 2010
Massachusetts MENTOR March 2009 - March 2010
Ledgent September 2007 - May 2008
State Street November 2005 - September 2007
Enterprise Rent-A-Car November 2004 - October 2005
Skills
Talent Management, Talent Acquisition, Recruiting, Customer Service, Teamwork, Public Speaking, Relationship Management, Leadership, Nonprofits, Strategic Planning, Social Networking, Microsoft Excel, Social Media, Accounting, Microsoft Word, Management, PowerPoint, Account Reconciliation, Sales, Journal Entries, Microsoft Office, Research, Project Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
BSBA, Business Management/Entrepreneurship
Chris McLeavey's State Street Experience June 2008 - January 2014
Job Manager, Market Data Vendor Management
Industry Financial Services
Experience
Manulife Financial January 2014 - Present
State Street June 2008 - January 2014
Putnam Investments March 2006 - December 2007
The Roberts Group July 2001 - February 2006
New Horizons CLC June 1999 - January 2001
Skills
Vendor Management, Business Analysis, Market Data, Data Analysis, Trading Systems, Financial Markets, Capital Markets, Access, Financial Services, Order Management, Process Improvement, Cost Allocation, Budget Process, Contract Negotiation, Contract Management, FITS, Index data, Vendor Relationships, Middle Office, Data Management, Bloomberg, Asset Management, Equities, Management, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor of Science (B.S.), Supply Chain Management
Manulife Financial January 2014 - Present
State Street June 2008 - January 2014
Putnam Investments March 2006 - December 2007
The Roberts Group July 2001 - February 2006
New Horizons CLC June 1999 - January 2001
Skills
Vendor Management, Business Analysis, Market Data, Data Analysis, Trading Systems, Financial Markets, Capital Markets, Access, Financial Services, Order Management, Process Improvement, Cost Allocation, Budget Process, Contract Negotiation, Contract Management, FITS, Index data, Vendor Relationships, Middle Office, Data Management, Bloomberg, Asset Management, Equities, Management, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor of Science (B.S.), Supply Chain Management
Jennifer (Sablone) Scannell's State Street Experience January 1999 - February 2001
Job Real Estate Rental and Sales Agent
Industry Real Estate
Experience
C21 Professionals January 2009 - Present
State Street Bank February 2001 - August 2003
State Street January 1999 - February 2001
Skills
New Home Sales, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Short Sales, Listings, Single Family Homes, REO, Real Estate, Investment Properties, Investors
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
C21 Professionals January 2009 - Present
State Street Bank February 2001 - August 2003
State Street January 1999 - February 2001
Skills
New Home Sales, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Short Sales, Listings, Single Family Homes, REO, Real Estate, Investment Properties, Investors
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
Stephen Medeiros's State Street Experience April 1997 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street April 1997 - Present
Skills
Fixed Income, Project Management, Accounting, Portfolio Management, Equities, SDLC, Hedge Funds, Alternative Investments, Bloomberg, Process Improvement, Asset Management, Mutual Funds, Risk Management, Securities, Financial Services, Derivatives, Banking, Business Analysis, Financial Analysis, Relationship Management, Investments, Fund Accounting
Education
Syracuse University 1988 — 1992
BA, Broadcast Journalism/Political Science
State Street April 1997 - Present
Skills
Fixed Income, Project Management, Accounting, Portfolio Management, Equities, SDLC, Hedge Funds, Alternative Investments, Bloomberg, Process Improvement, Asset Management, Mutual Funds, Risk Management, Securities, Financial Services, Derivatives, Banking, Business Analysis, Financial Analysis, Relationship Management, Investments, Fund Accounting
Education
Syracuse University 1988 — 1992
BA, Broadcast Journalism/Political Science
Paul Bavis's State Street Experience May 1990 - December 2002
Job Vice President at US Bank
Industry Banking
Experience
US Bank January 1990 - Present
State Street May 1990 - December 2002
Skills
Banking, Relationship Management, Securitization, Coaching, Team Leadership, Management, Operations Management, Account Management, Corporate Trust, Customer Satisfaction, Structured Finance, Vendor Management, Asset Managment, Bonds
Education
Suffolk University - Sawyer Business School 1985 — 1989
BSBA, Finance
US Bank January 1990 - Present
State Street May 1990 - December 2002
Skills
Banking, Relationship Management, Securitization, Coaching, Team Leadership, Management, Operations Management, Account Management, Corporate Trust, Customer Satisfaction, Structured Finance, Vendor Management, Asset Managment, Bonds
Education
Suffolk University - Sawyer Business School 1985 — 1989
BSBA, Finance
Tasha LeClair's State Street Experience January 2007 - September 2008
Job Financial Reporting Accountant at John Hancock
Industry Financial Services
Experience
John Hancock September 2008 - Present
State Street January 2007 - September 2008
Education
Suffolk University - Sawyer Business School
Bachelor's, Business Administration
John Hancock September 2008 - Present
State Street January 2007 - September 2008
Education
Suffolk University - Sawyer Business School
Bachelor's, Business Administration
Thomas E. O'Brien, CFA's State Street Experience January 1992 - January 1997
Job Senior Global Equity Portfolio Manager
Industry Investment Management
Experience
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
John Winn's State Street Experience 1900 - 2000
Job Director at Condor Company
Industry Financial Services
Experience
Condor Company January 2001 - Present
State Street 1900 - 2000
Skills
Strategic Planning, Risk Management, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Management, Start-ups, Program Management, Business Development, Venture Capital, Budgets, Leadership, Negotiation, Change Management, New Business Development, Vendor Management, Marketing Strategy, Data Analysis, Marketing, Coaching
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Finance
Condor Company January 2001 - Present
State Street 1900 - 2000
Skills
Strategic Planning, Risk Management, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Management, Start-ups, Program Management, Business Development, Venture Capital, Budgets, Leadership, Negotiation, Change Management, New Business Development, Vendor Management, Marketing Strategy, Data Analysis, Marketing, Coaching
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Finance
Marilena Mitkonis's State Street Experience April 2014 - Present
Job Securities Valuations Manager, State Street Corporation
Industry Accounting
Experience
State Street April 2014 - Present
State Street January 2011 - March 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Access, PowerPoint, Bloomberg, Analysis, Business Analysis, Statistics
Education
Suffolk University - Sawyer School of Management 2005 — 2010
BSBA, Information Systems
State Street April 2014 - Present
State Street January 2011 - March 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Access, PowerPoint, Bloomberg, Analysis, Business Analysis, Statistics
Education
Suffolk University - Sawyer School of Management 2005 — 2010
BSBA, Information Systems
chris perretta's State Street Experience cioState Street Bank2007 - Present
Job cio at State Street
Industry Financial Services
Experience
State Street cioState Street Bank2007 - Present
GE Commercial Finance 2002 - 2007
GE Capital 2000 - 2004
General Electric Retail Financial Services 1999 - 2001
Andersen Consulting 1984 - 1996
Education
Harvard MIT Health Sciences and Technology 1981 — 1984
none, Medical Engineering
Syracuse University 1979 — 1981
msee, Electrical Engineering
The Johns Hopkins University 1975 — 1979
BES, Electrical Engineering
State Street cioState Street Bank2007 - Present
GE Commercial Finance 2002 - 2007
GE Capital 2000 - 2004
General Electric Retail Financial Services 1999 - 2001
Andersen Consulting 1984 - 1996
Education
Harvard MIT Health Sciences and Technology 1981 — 1984
none, Medical Engineering
Syracuse University 1979 — 1981
msee, Electrical Engineering
The Johns Hopkins University 1975 — 1979
BES, Electrical Engineering
Jonah Lerner's State Street Experience July 2006 - March 2008
Job Tax Consultant at Deloitte
Industry Legal Services
Experience
Deloitte May 2012 - Present
Halstrom Law Offices November 2011 - May 2012
Massachusetts State Senate August 2011 - December 2011
Essex County District Attorney June 2011 - August 2011
Great American Group March 2009 - November 2009
Eastern Connection March 2008 - March 2009
State Street July 2006 - March 2008
MassMutual Center August 2005 - May 2006
Skills
PowerPoint, Microsoft Excel, Legal Research, Research, Microsoft Office, Negotiation, Microsoft Word, Financial Analysis, Customer Service
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Law
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics
Brookline High School
Brookline High School
Deloitte May 2012 - Present
Halstrom Law Offices November 2011 - May 2012
Massachusetts State Senate August 2011 - December 2011
Essex County District Attorney June 2011 - August 2011
Great American Group March 2009 - November 2009
Eastern Connection March 2008 - March 2009
State Street July 2006 - March 2008
MassMutual Center August 2005 - May 2006
Skills
PowerPoint, Microsoft Excel, Legal Research, Research, Microsoft Office, Negotiation, Microsoft Word, Financial Analysis, Customer Service
Education
Suffolk University Law School 2010 — 2013
Juris Doctor, Law
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics
Brookline High School
Brookline High School
William McEvoy's State Street Experience July 2007 - February 2008
Job Chief Financial Officer at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. Trader/ Assistant Director of Corporate DevelopmentCantella2008 - March 2013
State Street July 2007 - February 2008
Skills
Fixed Income Trading, Series 7, Securities, FINRA, Asset Management, Investments, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Wealth Management, Strategic Financial..., Bloomberg, Trading, Financial Services, Financial Analysis, Investment Advisory, Options, Investment Management, Series 24
Education
Syracuse University 2003 — 2007
Finance/Economics
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Finance, Economics
Cantella & Co., Inc. Trader/ Assistant Director of Corporate DevelopmentCantella2008 - March 2013
State Street July 2007 - February 2008
Skills
Fixed Income Trading, Series 7, Securities, FINRA, Asset Management, Investments, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Wealth Management, Strategic Financial..., Bloomberg, Trading, Financial Services, Financial Analysis, Investment Advisory, Options, Investment Management, Series 24
Education
Syracuse University 2003 — 2007
Finance/Economics
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Finance, Economics
Jason Dimitriadis's State Street Experience July 2005 - February 2006
Job Senior Instructional Designer at GP Strategies Corp.
Industry E-Learning
Experience
GP Strategies Corporation August 2010 - Present
Gilbane Building Company July 2009 - August 2010
Forrester Research May 2009 - July 2009
Turnswing, Inc. November 2007 - April 2009
BNY Mellon March 2006 - November 2007
State Street July 2005 - February 2006
PCI Services, Inc. December 2004 - June 2005
Washington Mutual Bank May 2002 - December 2003
WKCF-TV/WB18 (Emmis Communications) December 2001 - March 2002
Encoda Systems August 1999 - October 2001
Skills
Adobe Creative Suite 4, Adobe Captivate 2-5, Adobe Fireworks, Microsoft Office 2007..., Lecotora, SumTotal Tool Book 11, Dreamweaver 4, FrameMaker, Project Management, Instructional Design, Course Development, Course Design, Stand-up Facilitation, Technical Writing, Technical Training, Budget Management, Managerial Experience, Articulate Studio 9.0, RoboHelp, Captivate, Workshop Facilitation, Adobe Photoshop, Snag-It, Articulate Engage, Articulate Presenter, HTML, JavaScript
Education
Susquehanna University 1994 — 1998
BA, English
Kimbal Union Academy 1990 — 1994
Highschool Diploma, General
GP Strategies Corporation August 2010 - Present
Gilbane Building Company July 2009 - August 2010
Forrester Research May 2009 - July 2009
Turnswing, Inc. November 2007 - April 2009
BNY Mellon March 2006 - November 2007
State Street July 2005 - February 2006
PCI Services, Inc. December 2004 - June 2005
Washington Mutual Bank May 2002 - December 2003
WKCF-TV/WB18 (Emmis Communications) December 2001 - March 2002
Encoda Systems August 1999 - October 2001
Skills
Adobe Creative Suite 4, Adobe Captivate 2-5, Adobe Fireworks, Microsoft Office 2007..., Lecotora, SumTotal Tool Book 11, Dreamweaver 4, FrameMaker, Project Management, Instructional Design, Course Development, Course Design, Stand-up Facilitation, Technical Writing, Technical Training, Budget Management, Managerial Experience, Articulate Studio 9.0, RoboHelp, Captivate, Workshop Facilitation, Adobe Photoshop, Snag-It, Articulate Engage, Articulate Presenter, HTML, JavaScript
Education
Susquehanna University 1994 — 1998
BA, English
Kimbal Union Academy 1990 — 1994
Highschool Diploma, General
Atara Rich-Shea's State Street Experience June 1998 - June 2008
Job Student at Suffolk University Law School
Industry Law Practice
Experience
Committee for Public Counsel Services September 2009 - Present
State Street June 1998 - June 2008
Education
Suffolk University Law School 2005 — 2009
Committee for Public Counsel Services September 2009 - Present
State Street June 1998 - June 2008
Education
Suffolk University Law School 2005 — 2009
Jennifer Kelefant's State Street Experience December 2005 - Present
Job at
Industry Financial Services
Experience
Boston Financial Data Services July 2013 - Present
State Street December 2005 - Present
Merrimack Valley Legal Services January 2011 - June 2012
Education
Suffolk University Law School 2006 — 2010
JD
Boston Financial Data Services July 2013 - Present
State Street December 2005 - Present
Merrimack Valley Legal Services January 2011 - June 2012
Education
Suffolk University Law School 2006 — 2010
JD
Kelly L Lounsbury's State Street Experience June 2015 - Present
Job Regulatory Reporting Laison, Compliance at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street March 2014 - Present
State Street March 2008 - Present
Pyramis Global Advisors October 2006 - March 2008
Nuance Communications September 2005 - October 2006
IPG January 2004 - September 2005
Skills
Forecasting, Financial Modeling, Accounting, Strategic Financial...
Education
Suffolk Univeristy - MBA 2008 — 2016
MBA
Suffolk University - Sawyer Business School 1996 — 1999
BS, Business Administration
Winthrop High School 1991 — 1995
State Street June 2015 - Present
State Street March 2014 - Present
State Street March 2008 - Present
Pyramis Global Advisors October 2006 - March 2008
Nuance Communications September 2005 - October 2006
IPG January 2004 - September 2005
Skills
Forecasting, Financial Modeling, Accounting, Strategic Financial...
Education
Suffolk Univeristy - MBA 2008 — 2016
MBA
Suffolk University - Sawyer Business School 1996 — 1999
BS, Business Administration
Winthrop High School 1991 — 1995
Jordan Gunzy's State Street Experience August 2008 - May 2010
Job Operations Analyst at Basswood Capital Management LLC
Industry Accounting
Experience
Basswood Capital Management LLC April 2015 - Present
PartnerRe May 2010 - April 2015
State Street August 2008 - May 2010
Skills
Accounting, Investments, Financial Analysis, Financial Services, Microsoft Excel, Financial Reporting, Insurance, Mutual Funds, Internal Controls, Hedge Funds, Financial Risk, Microsoft Office, Finance, Management, Capital Markets, Trading, Equities, Analysis, Bloomberg
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Bachelor's, Accounting/Finance
Fairfield Prep 2000 — 2004
Basswood Capital Management LLC April 2015 - Present
PartnerRe May 2010 - April 2015
State Street August 2008 - May 2010
Skills
Accounting, Investments, Financial Analysis, Financial Services, Microsoft Excel, Financial Reporting, Insurance, Mutual Funds, Internal Controls, Hedge Funds, Financial Risk, Microsoft Office, Finance, Management, Capital Markets, Trading, Equities, Analysis, Bloomberg
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Bachelor's, Accounting/Finance
Fairfield Prep 2000 — 2004
Tina Corkery's State Street Experience September 2000 - December 2013
Job Supervisor, Professional Development at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2013 - Present
State Street September 2000 - December 2013
State Street September 1997 - September 2000
State Street May 1996 - September 1997
Skills
Mutual Funds, Financial Services, Securities, Equities, Onboarding, Fixed Income, Fund Accounting, Talent Management, Investments, Corporate Actions, Hedge Funds, Business Analysis, Instructional Design, Finance, Training
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Business Management
ATD
Commonwealth Financial Network December 2013 - Present
State Street September 2000 - December 2013
State Street September 1997 - September 2000
State Street May 1996 - September 1997
Skills
Mutual Funds, Financial Services, Securities, Equities, Onboarding, Fixed Income, Fund Accounting, Talent Management, Investments, Corporate Actions, Hedge Funds, Business Analysis, Instructional Design, Finance, Training
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Business Management
ATD
Rory Neal, CAIA's State Street Experience July 2010 - April 2013
Job Sr. Risk Manager FX and Derivatives
Industry Financial Services
Experience
Citizens Bank June 2013 - Present
State Street July 2010 - April 2013
State Street September 2007 - June 2010
State Street July 2006 - August 2007
Skills
Bloomberg, Equities, Securities, Portfolio Management, Fixed Income, Derivatives, Mutual Funds, Financial Services, Financial Risk, Investments, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2010 — 2011
Masters of Science, Finance
Trinity College-Hartford 1996 — 2000
Bachelors, Political Science
Citizens Bank June 2013 - Present
State Street July 2010 - April 2013
State Street September 2007 - June 2010
State Street July 2006 - August 2007
Skills
Bloomberg, Equities, Securities, Portfolio Management, Fixed Income, Derivatives, Mutual Funds, Financial Services, Financial Risk, Investments, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2010 — 2011
Masters of Science, Finance
Trinity College-Hartford 1996 — 2000
Bachelors, Political Science
Bethany Angeles Stein, CFA's State Street Experience April 1996 - October 1997
Job Equity Research Analyst
Industry Investment Management
Experience
PNC Asset Management Group October 2014 - Present
BlackRock November 2001 - November 2008
Boston Partners Asset Mgmt (Robeco) November 1997 - July 2001
State Street April 1996 - October 1997
BNY Mellon November 1994 - April 1996
Skills
Investments, Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Trading, Capital Markets, Asset Allocation, Derivatives, Investment Management, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (BS), Marketing
PNC Asset Management Group October 2014 - Present
BlackRock November 2001 - November 2008
Boston Partners Asset Mgmt (Robeco) November 1997 - July 2001
State Street April 1996 - October 1997
BNY Mellon November 1994 - April 1996
Skills
Investments, Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Trading, Capital Markets, Asset Allocation, Derivatives, Investment Management, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (BS), Marketing
Virginia Petronio's State Street Experience February 2014 - Present
Job Project Coordinator/Analyst at State Street
Industry Computer Software
Experience
State Street February 2014 - Present
RBSCitizens June 2013 - Present
BRIDGE Energy Group 2015 - 2015
BridgeEngeryGroup and Cullinet 1983 - 2015
BridgeEngeryGroup and Cullinet 1983 - 2015
Covidien June 2012 - June 2013
TJX July 2010 - June 2012
EMC March 2007 - July 2010
Skills
Requirements Analysis, Project Management, Process Improvement, Visio, SDLC, Requirements Gathering, Business Analysis, SharePoint, Vendor Management
Education
Suffolk University - Sawyer School of Management
BSBA, Computer Information Technology
State Street February 2014 - Present
RBSCitizens June 2013 - Present
BRIDGE Energy Group 2015 - 2015
BridgeEngeryGroup and Cullinet 1983 - 2015
BridgeEngeryGroup and Cullinet 1983 - 2015
Covidien June 2012 - June 2013
TJX July 2010 - June 2012
EMC March 2007 - July 2010
Skills
Requirements Analysis, Project Management, Process Improvement, Visio, SDLC, Requirements Gathering, Business Analysis, SharePoint, Vendor Management
Education
Suffolk University - Sawyer School of Management
BSBA, Computer Information Technology
Elissa O'Bryant's State Street Experience November 2007 - Present
Job Attorney
Industry Law Practice
Experience
State Street November 2007 - Present
Committee for Public Counsel Services January 2005 - January 2006
Professional Closing Network May 2004 - May 2005
Skills
Legal Writing, Legal Research
Education
Suffolk University Law School
JD, Law
State Street November 2007 - Present
Committee for Public Counsel Services January 2005 - January 2006
Professional Closing Network May 2004 - May 2005
Skills
Legal Writing, Legal Research
Education
Suffolk University Law School
JD, Law
Jansulu Nurpeisova's State Street Experience August 2014 - October 2014
Job Contracts Attorney, Consultant at Aegerion Pharmaceuticals
Industry Information Technology and Services
Experience
Aegerion Pharmaceuticals April 2015 - Present
State Street August 2014 - October 2014
Nuance Communications April 2014 - July 2014
Aspen Technology, Inc. April 2011 - April 2013
Fidelity Investments September 2006 - March 2011
Skills
Contract Negotiation, Contract Management, Drafting Agreements
Education
Suffolk University Law School
Aegerion Pharmaceuticals April 2015 - Present
State Street August 2014 - October 2014
Nuance Communications April 2014 - July 2014
Aspen Technology, Inc. April 2011 - April 2013
Fidelity Investments September 2006 - March 2011
Skills
Contract Negotiation, Contract Management, Drafting Agreements
Education
Suffolk University Law School
Lauren Silvia's State Street Experience August 2004 - December 2005
Job AssociateOperations
Industry Financial Services
Experience
Brown Brothers Harriman December 2005 - Present
State Street August 2004 - December 2005
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
BS, Marketing, Communications
Brown Brothers Harriman December 2005 - Present
State Street August 2004 - December 2005
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
BS, Marketing, Communications
Poulomi Kayal's State Street Experience August 2013 - June 2014
Job Credit Risk Associate at JPMorgan Chase
Industry Investment Management
Experience
State Street August 2013 - June 2014
Suffolk University August 2012 - May 2014
JP Morgan Chase November 2006 - July 2012
Hewlett Packard April 2006 - October 2006
GE June 2005 - March 2006
Skills
Data Warehousing, Data Modeling, Oracle, Cognos, Data Analysis, Financial Statement..., Capital Budgeting, SQL Tuning, Sybase, Business Objects, Microsoft SQL Server, ETL, Corporate Financial..., Visual Basic, Java, Shell Scripting, VBA, Hadoop, Unix Shell Scripting, JavaScript, Fund Administration, Fundsuite SX, Mutual Funds, Informatica, Business Analysis, Managerial Economics, SDLC
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master's degree, Finance, 4 GPA
KIIT 2001 — 2005
Bachelor Of Technology, Electrical, 3.82
State Street August 2013 - June 2014
Suffolk University August 2012 - May 2014
JP Morgan Chase November 2006 - July 2012
Hewlett Packard April 2006 - October 2006
GE June 2005 - March 2006
Skills
Data Warehousing, Data Modeling, Oracle, Cognos, Data Analysis, Financial Statement..., Capital Budgeting, SQL Tuning, Sybase, Business Objects, Microsoft SQL Server, ETL, Corporate Financial..., Visual Basic, Java, Shell Scripting, VBA, Hadoop, Unix Shell Scripting, JavaScript, Fund Administration, Fundsuite SX, Mutual Funds, Informatica, Business Analysis, Managerial Economics, SDLC
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master's degree, Finance, 4 GPA
KIIT 2001 — 2005
Bachelor Of Technology, Electrical, 3.82
Irvin Thevaranjan's State Street Experience June 2013 - July 2014
Job Advisory Associate
Industry Information Technology and Services
Experience
KPMG US September 2015 - Present
Emerick & Company, CPAs June 2014 - September 2015
State Street June 2013 - July 2014
Syracuse University August 2009 - January 2013
University of New South Wales January 2012 - August 2012
IBM June 2011 - August 2011
Skills
Research, PowerPoint, Statistics, Data Analysis, Economics, Access, Auditing, Clone, Matlab, Microsoft Excel, SPSS, Microsoft Office, Accounting, Financial Modeling, Public Speaking, Management, Microsoft Word, Social Media, Customer Service, Financial Reporting, Social Networking, Financial Analysis, Teamwork, Analysis, Marketing, Leadership, Time Management, Financial Accounting, Photoshop, Strategic Planning, Event Planning, Facebook, Finance, Community Outreach, Tax, Project Management, Event Management, Editing, Outlook, Social Media Marketing, Fundraising, Teaching, Strategy, Consulting, CRM, Team Leadership, Management Consulting, Start-ups, Sales, Nonprofits
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Triple Major: Accounting, Finance, Marketing
UNSW Australia 2012 — 2012
Study Abroad, Business Administration and Management, General
KPMG US September 2015 - Present
Emerick & Company, CPAs June 2014 - September 2015
State Street June 2013 - July 2014
Syracuse University August 2009 - January 2013
University of New South Wales January 2012 - August 2012
IBM June 2011 - August 2011
Skills
Research, PowerPoint, Statistics, Data Analysis, Economics, Access, Auditing, Clone, Matlab, Microsoft Excel, SPSS, Microsoft Office, Accounting, Financial Modeling, Public Speaking, Management, Microsoft Word, Social Media, Customer Service, Financial Reporting, Social Networking, Financial Analysis, Teamwork, Analysis, Marketing, Leadership, Time Management, Financial Accounting, Photoshop, Strategic Planning, Event Planning, Facebook, Finance, Community Outreach, Tax, Project Management, Event Management, Editing, Outlook, Social Media Marketing, Fundraising, Teaching, Strategy, Consulting, CRM, Team Leadership, Management Consulting, Start-ups, Sales, Nonprofits
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Triple Major: Accounting, Finance, Marketing
UNSW Australia 2012 — 2012
Study Abroad, Business Administration and Management, General
Richard Wenskoski's State Street Experience 2014 - 2014
Job Asst Vice PresidentCorporate Actions at State Street
Industry Banking
Experience
State Street 2014 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2002 - 2014
Skills
Corporate Actions, Banking, Financial Services, Equities, Derivatives, Financial Markets, Risk Management, Management, Hedge Funds, Investments, Asset Management
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Broadcast Journalism
Bishop AHR HS
State Street 2014 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2002 - 2014
Skills
Corporate Actions, Banking, Financial Services, Equities, Derivatives, Financial Markets, Risk Management, Management, Hedge Funds, Investments, Asset Management
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Broadcast Journalism
Bishop AHR HS
Ellen Rieman's State Street Experience May 1998 - December 2010
Job Vice President, SSgA Program Management Office at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors July 2011 - Present
State Street May 1998 - December 2010
PricewaterhouseCoopers July 1995 - May 1998
Lotus Development July 1983 - February 1995
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Computer Information Systems
State Street Global Advisors July 2011 - Present
State Street May 1998 - December 2010
PricewaterhouseCoopers July 1995 - May 1998
Lotus Development July 1983 - February 1995
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Computer Information Systems
Allison Araujo's State Street Experience October 2012 - February 2013
Job Summer Legal Intern at EstateWorks Systems LLC
Industry Law Practice
Experience
Exari Systems January 2015 - January 2015
SKM Title and Closing Services, P.C. May 2014 - November 2014
Holliston Pediatric Group June 2013 - August 2013
Deland Law Office January 2010 - August 2013
State Street October 2012 - February 2013
Interlibrary Loan September 2012 - December 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Data Entry, HotDocs, AbacusLaw, LexisAdvance, Westlaw, Teamwork, Social Networking, Fundraising
Education
Suffolk University Law School 2013 — 2016
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts, Political Science
Holliston High School 2006 — 2010
High School Degree
Exari Systems January 2015 - January 2015
SKM Title and Closing Services, P.C. May 2014 - November 2014
Holliston Pediatric Group June 2013 - August 2013
Deland Law Office January 2010 - August 2013
State Street October 2012 - February 2013
Interlibrary Loan September 2012 - December 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Data Entry, HotDocs, AbacusLaw, LexisAdvance, Westlaw, Teamwork, Social Networking, Fundraising
Education
Suffolk University Law School 2013 — 2016
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts, Political Science
Holliston High School 2006 — 2010
High School Degree
Terence Schiebel's State Street Experience September 1999 - October 2005
Job
Industry Accounting
Experience
Carey & Company, P.C. October 2005 - October 2009
State Street September 1999 - October 2005
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Statements, Due Diligence, Internal Controls, Analysis, Sarbanes-Oxley Act, General Ledger, QuickBooks
Education
Suffolk University - Sawyer School of Management 2006 — 2010
GDPA, Accounting
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BS, Economics
Carey & Company, P.C. October 2005 - October 2009
State Street September 1999 - October 2005
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Statements, Due Diligence, Internal Controls, Analysis, Sarbanes-Oxley Act, General Ledger, QuickBooks
Education
Suffolk University - Sawyer School of Management 2006 — 2010
GDPA, Accounting
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BS, Economics
Kyle Dame's State Street Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
Fidelity Investments June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Finance, General
Fidelity Investments June 2013 - August 2013
State Street June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Finance, General
Brackston Helms's State Street Experience 2003 - 2004
Job Senior Vice President at CNL
Industry Financial Services
Experience
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
Walter OConnor's State Street Experience April 2009 - June 2012
Job Financial Services Projects and Analysis
Industry Financial Services
Experience
State Street April 2009 - June 2012
State Street January 2006 - April 2009
State Street July 2002 - December 2005
State Street January 1992 - June 2002
State Street December 1988 - December 1992
Skills
Cross-functional Team..., Financial Services, CRM, Mergers & Acquisitions, Risk Management, SDLC, Strategy, Business Analysis, Product Management, Management, Fixed Income, Derivatives, Portfolio Management
Education
Syracuse University
Bachelor of Arts (BA), History
State Street April 2009 - June 2012
State Street January 2006 - April 2009
State Street July 2002 - December 2005
State Street January 1992 - June 2002
State Street December 1988 - December 1992
Skills
Cross-functional Team..., Financial Services, CRM, Mergers & Acquisitions, Risk Management, SDLC, Strategy, Business Analysis, Product Management, Management, Fixed Income, Derivatives, Portfolio Management
Education
Syracuse University
Bachelor of Arts (BA), History
Steven Adjei's State Street Experience October 2014 - May 2015
Job
Industry Financial Services
Experience
State Street October 2014 - May 2015
Amazon July 2014 - October 2014
Timbuktu Capital Management, LLC July 2013 - June 2014
Biometric Identification & Security Systems January 2014 - May 2014
Fidelity Bank Gh Ltd June 2012 - August 2012
Sameurope International GmbH May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Access, Research, Time Management, Social Media, English, Outlook, Financial Analysis, Customer Service, Facebook, Analysis, Management, Public Speaking
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor of Science (BS), Global Business & Finance
Christchurch School 2008 — 2010
High School Diploma
State Street October 2014 - May 2015
Amazon July 2014 - October 2014
Timbuktu Capital Management, LLC July 2013 - June 2014
Biometric Identification & Security Systems January 2014 - May 2014
Fidelity Bank Gh Ltd June 2012 - August 2012
Sameurope International GmbH May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Access, Research, Time Management, Social Media, English, Outlook, Financial Analysis, Customer Service, Facebook, Analysis, Management, Public Speaking
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor of Science (BS), Global Business & Finance
Christchurch School 2008 — 2010
High School Diploma
William McElroy's State Street Experience January 2008 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2008 - Present
Fidelity Investments August 2002 - December 2007
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
State Street January 2008 - Present
Fidelity Investments August 2002 - December 2007
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
anthony Bonaceto's State Street Experience July 2007 - Present
Job manager at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Skills
Public Relations
Education
Syracuse University 1991 — 1995
Communications
State Street July 2007 - Present
Skills
Public Relations
Education
Syracuse University 1991 — 1995
Communications
Philip Devine's State Street Experience January 2013 - Present
Job Accountant at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
State Street October 2011 - January 2013
CBRE July 2011 - October 2011
WTS Proprietary Trading Group - Boston January 2011 - July 2011
Flansburgh Architects January 2007 - July 2010
Skills
Organizational..., Data Entry, Databases, Data Management, Strategic Thinking, Lean Thinking, Analytic Thinking, Financial Accounting, Bloomberg Terminal, Microsoft Excel, Access, Oracle Applications, Quickbooks
Education
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
State Street January 2013 - Present
State Street October 2011 - January 2013
CBRE July 2011 - October 2011
WTS Proprietary Trading Group - Boston January 2011 - July 2011
Flansburgh Architects January 2007 - July 2010
Skills
Organizational..., Data Entry, Databases, Data Management, Strategic Thinking, Lean Thinking, Analytic Thinking, Financial Accounting, Bloomberg Terminal, Microsoft Excel, Access, Oracle Applications, Quickbooks
Education
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Christopher Ancona's State Street Experience 2000 - 2003
Job Chief Compliance Officer and General Counsel at Chesapeake Partners
Industry Investment Management
Experience
Chesapeake Partners March 2014 - Present
The Baupost Group May 2009 - March 2014
U.S. Securities and Exchange Commission September 2003 - May 2009
State Street 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Securities, Securities Regulation, Valuation, Mergers & Acquisitions, Asset Management, Investment Advisers Act, Regulatory Compliance, Regulatory Filings, Legal Compliance
Education
Suffolk University Law School 2007 — 2011
Doctor of Law (J.D.), Business Law and Financial Services with Distinction
Syracuse University 1994 — 1998
Bachelor of Science (BS), Accounting
Loyola Blakefield
Chesapeake Partners March 2014 - Present
The Baupost Group May 2009 - March 2014
U.S. Securities and Exchange Commission September 2003 - May 2009
State Street 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Securities, Securities Regulation, Valuation, Mergers & Acquisitions, Asset Management, Investment Advisers Act, Regulatory Compliance, Regulatory Filings, Legal Compliance
Education
Suffolk University Law School 2007 — 2011
Doctor of Law (J.D.), Business Law and Financial Services with Distinction
Syracuse University 1994 — 1998
Bachelor of Science (BS), Accounting
Loyola Blakefield
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.