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),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Wells Fargo Capital Finance January 2014 - Present
Paul McCoy Family Office Services January 2012 - December 2013
State Street January 2011 - June 2011
Skills
Microsoft Excel, Finance, Financial Analysis, Bloomberg, QuickBooks, Access, Data Analysis, Corporate Finance, Microsoft Dynamics, Microsoft CRM, PowerPoint, Credit, Research
Education
Northeastern University 2013 — 2013
Master of Science in Finance
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration with Honors, Finance and Insurance
University of California, Berkeley 2014 — 2014
Intermediate Accounting
London School of Economics and Political Science 2011 — 2011
Fixed Income Securities, Debt Markets, and the Macroeconomy
Bridge Argentina 2010 — 2010
Spanish Language and Culture
Howard W Blake High School 2005 — 2009
High School
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
Citi October 2010 - Present
Citi June 2006 - September 2010
Fifth Third Bank April 2005 - June 2006
State Street February 2003 - September 2004
Deutsche Bank September 1999 - February 2003
Central Parking System December 1996 - September 1999
Skills
Product Management, Banking, Business Analysis, Fixed Income, Analytics, Product Development, Equities, Relationship Management, Financial Services, Business Strategy, Cross-functional Team..., Back Office, Risk Management, Securities, Investment Banking, Investments, Capital Markets, Management, Mutual Funds, Financial Markets
Education
Universität Potsdam / University of Potsdam 1990 — 1996
Diplom Politologe (MA, Political Science), Political Science and Government
Technische Universität Dresden / TU Dresden 1988 — 1990
N/A, Mathematics
Acenonyx June 2014 - August 2014
State Street May 2013 - July 2013
Sapient Global Markets July 2010 - July 2013
UBS Investment Bank December 2011 - January 2013
Norwegian Cruise Line June 2011 - December 2011
Michelin April 2011 - May 2011
Sprint October 2010 - April 2011
Agilent Technologies January 2009 - July 2009
Skills
Core Java, Java, Algorithms, Database internals, Distributed Systems, Data Structures, Design Patterns, Object Oriented Design, SQL, Java Concurrency, OOP, Test Driven Development, Linux, Unix, JUnit, Git, C++, C, Matlab, Play Framework, Web Technologies, Oracle, JDBC, Servlets, Java Enterprise Edition, Spring, JSP, XML, VHDL, Communication Protocols, Swing, Spring Framework, Neo4j, Cassandra, JavaScript, Struts, IntelliJ IDEA, Eclipse, HTML, MySQL, Hibernate, Agile Methodologies, CSS, jQuery, AJAX, Web Applications, Subversion, Android, NoSQL
Education
State University of New York at Buffalo 2013 — 2015
Master's Degree, Computer Science
Thapar Institute of Engineering and Technology 2006 — 2010
Bachelor's Degree, Electronics and Communications Engineering
State Street July 2015 - Present
New York Business Development Corporation March 2015 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Facebook
Education
The College of Saint Rose 2011 — 2015
Bachelor of Business Administration (BBA) & Minor in Economics, Finance
FHI 360 April 2015 - Present
Abt Associates December 2013 - April 2015
State Street December 2011 - October 2013
English Friends Academy June 2010 - July 2011
Macy's July 2010 - August 2010
Program on International Policy Attitudes August 2009 - May 2010
European Central Bank July 2009 - August 2009
United States House of Representatives - Office of Representative Russ Carnahan January 2008 - May 2008
Heads Up September 2006 - April 2007
Skills
International Relations, Public Relations, Microsoft Office, French, Spanish, Research, Project Management, Finance, Budgeting, Procurement, Subcontracts, Project Start-up, Consultant Coordination, Corporate Communications, International Business, Teaching, International Education, ESL, Public Speaking, Writing
Education
The George Washington University 2006 — 2010
Bachelor of Arts, Major in International Affairs, Minor in Sociocultural Anthropology
IES Abroad Buenos Aires 2009 — 2009
Saint Ann's School
General Dynamics Information Technology February 2015 - Present
General Dynamics Information Technology July 2013 - February 2015
General Dynamics Information Technology June 2012 - July 2013
State Street October 2011 - June 2012
General Dynamics Information Technology May 2010 - August 2010
General Dynamics Information Technology May 2009 - August 2009
Skills
Customer Satisfaction, Purchasing, Analysis, Budgets, Management, Payroll, Integration, Business Process, Customer Service, Social Networking, Leadership, Finance
Education
The Catholic University of America 2007 — 2011
State Street August 2011 - Present
State Street Bank January 2009 - July 2011
State Street Bank January 2004 - December 2008
Siven Ltd. 1998 - 2001
Co. for Ready Made Garments 1998 - 1998
VITOSHA-47 CO LTD 1995 - 1998
Skills
Financial Reporting, Financial Statements, Financial Analysis, Financial Regulation, Financial Audits, Mutual Funds, GAAP Standards, SEC filings, Lean Management, Lean Manufacturing, Garment Manufacturing, Quality Assurance, Pattern Design, Project Management, Operations Management, SEC Filings, Accounting, Investments
Education
University of Kansas - Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Technical University Sofia 1991 — 1995
Master of Science, Garment and Textile engineering
Baker Tilly Virchow Krause, LLP September 2014 - Present
Penn Capital Management December 2013 - August 2014
Office of the Bursar, Temple University April 2012 - May 2014
State Street May 2013 - August 2013
Becker Professional Education September 2012 - April 2013
Temple University April 2011 - May 2012
Campaign for Working Families January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Tax Wise, Microsoft Publisher, Tax, Financial Analysis, Financial Accounting, Auditing, Account Reconciliation, Finance, Analysis, Financial Statements
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Legal Studies, Finance, Senior
Tulpehocken Jr. Sr. High School 2005 — 2009
State Street October 2010 - Present
Deutsche Bank April 2009 - September 2010
Deutsche Bank December 2002 - April 2009
Skills
Mutual Funds, Fixed Income, Bloomberg, Investments, Financial Analysis, Derivatives, Securities, Asset Management, Financial Services, Portfolio Management, Hedge Funds, Alternative Investments, Middle Office
Education
The College of New Jersey
Bachelor's degree, Finance, General
Accolade Partners September 2015 - Present
George Washington University August 2013 - Present
Partnership for the Advancement of Learning April 2010 - Present
State Street June 2015 - August 2015
ViewSation June 2014 - August 2014
FINCA International February 2014 - May 2014
St. Paul's School September 2012 - June 2013
Commonwealth of Massachusetts June 2012 - August 2012
Office of Mayor Joseph C. O'Brien June 2011 - August 2011
Skills
Public Speaking, Nonprofits, Research, Community Outreach, Fundraising, Leadership, Social Networking, Blogging, Grant Writing, Spanish, Communication, Strategic Planning, Volunteer Management, Social Media, Event Planning, Program Management, Public Relations, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
The George Washington University 2013 — 2017
Bachelor's degree, International Relations and Affairs, Economics
St. Paul's School 2009 — 2013
Fay School 2003 — 2009
Natick Public Schools September 2014 - Present
Accept Education Collaborative October 2011 - Present
Natick Public Schools August 2011 - September 2014
Partners for Youth with Disabilities October 2009 - October 2011
Project Place February 2009 - August 2011
Massachusetts General Hospital July 2010 - July 2011
Eckerd Youth Alternatives November 2007 - November 2008
State Street April 2007 - September 2007
State Street June 2006 - March 2007
Compeer January 2005 - May 2006
Skills
Mental Health, Child Development, Case Managment, Community Outreach, Nonprofits, Event Planning, Fundraising, Program Development, Non-profits, Volunteer Management, Case Management, Applied Behavior..., Behavioral Intervention
Education
University of Massachusetts Boston 2011 — 2013
Master's Degree, Education
University of Massachusetts Dartmouth 2002 — 2006
B.S., Marketing
The Philipp University of Marburg 2005 — 2005
N/A, Literature, Art & Architecture
Johns Hopkins University September 2014 - Present
Whozin July 2014 - August 2014
Transamerica November 2013 - March 2014
Wolman Housing Office at Johns Hopkins University September 2012 - September 2013
State Street July 2013 - August 2013
Skills
Java, C++, Computer Language, Actuarial Exams, Accounting, Matlab, Microsoft Excel, Programming, Computer Science, VBA, Python, Databases, Data Analysis, Research, PowerPoint, Microsoft Office, Microsoft Word, C, Public Speaking, R, Linux, Statistics, HTML, PHP
Education
The Johns Hopkins University 2011 — 2015
BS, Computer Science, Applied Mathematics
Bronx High School of Science 2008 — 2011
High School
Centric Consulting 2012 - Present
Voyant Advisors 2012 - Present
State Street 2008 - 2012
Fidelity Investments 1998 - 2008
CSC Index 1994 - 1998
Skills
Management, Financial Services, Product Management, Management Consulting, Strategy, Marketing Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Relationship Management, Executive Management, Program Management, Plannning, Business Planning, Investments, Business Strategy, Wealth Management, Asset Management, Financial Advisory, IT Strategy, Venture Capital, Retirement, Portfolio Management, Mutual Funds, Competitive Analysis, Product Development, Business Process..., Segment Management, Wealth Management..., Strategic Initiatives, Customer Insight, Corporate Development, New Product Design,..., Business Model..., Strategic New Business..., Team Leadership, Consulting, Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Business Administration
University of Pennsylvania
BA, Economics
State Street August 2015 - Present
McGladrey September 2012 - August 2015
PricewaterhouseCoopers LLP January 2011 - July 2012
Samsung America, Inc. June 2011 - September 2011
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. January 2009 - January 2011
Skills
US GAAP, Internal Controls, Accounting, Financial Statements, Financial Audits, proficiency in various..., bilingual English and..., Financial Reporting, IFRS, Private Equity
Education
NJCU 2005 — 2008
BS, Accounting, 3.9
The University of British Columbia 2000 — 2004
Biology/Biological Sciences, General, 3.2
State Street January 2014 - Present
Mutual of Omaha August 2013 - January 2014
Boston Metal Exchange LLC July 2012 - August 2012
Bank of America June 2009 - August 2009
Bank of America: Investment Services June 2008 - August 2008
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Microsoft Word, Sales Management, English, Investments, Data Analysis, Analysis, Finance, Access, Insurance, Time Management, Customer Service, Social Media
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Boston Latin Academy 2003 — 2009
High School Diploma, General Studies
PNC March 2014 - Present
PNC March 2010 - March 2014
PNC 2008 - 2010
PNC 2006 - 2008
Investors Bank & Trust 2004 - 2006
BNY Mellon 2001 - 2003
BNY Mellon 2000 - 2001
State Street 1999 - 2000
Skills
Securities, Fixed Income, Settlement, Payments, Treasury Management, Portfolio Management, Equities, Capital Markets, SWIFT payments, Bloomberg, Back Office, Foreign Exchange, Investments, Currency, SWIFT messaging, Money Market, Global Custody, Middle Office, Treasury, Cash Management, Financial Risk, Banking, Bank Pledging, TBA Processing, Repo/Resale Transaction..., ACI-MTS, Sungard InTrader, BlackRock Aladdin
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA), Global Management
The College of Wooster 1988 — 1993
Bachelor of Arts (B.A.), History Major - Philosophy Minor
Western Reserve Academy 1987 — 1988
College Prep, College Preparatory and Advanced High School/Secondary Diploma Program
Loyola High School 1984 — 1987
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mount Carmel Health System July 2015 - Present
Firelands Regional Medical Center July 2007 - Present
Epic Systems September 2004 - May 2007
State Street March 2001 - August 2002
Honeywell April 1998 - March 2001
Skills
Programming, .NET, Troubleshooting, SQL, HIPAA, Healthcare, Microsoft SQL Server
Education
The Ohio State University Fisher College of Business 2002 — 2004
MBA, Logistics & Operations
The Ohio State University 1993 — 1998
BSEE, Electrical Engineering
KPMG US January 2015 - Present
Care.com October 2011 - January 2015
Foodtemps June 2012 - June 2014
State Street May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Marketing, Business Analysis, Leadership, Time Management, Management, Data Entry, Sales, Creative Writing, Editing
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Virginia - Board of Alumni July 2014 - Present
Mr. Checkout Distributors April 2014 - Present
North Orlando Rowing 2012 - July 2014
The Storage Group October 2012 - April 2014
TakeCare Agence Conseil - Marketing Consulting 2011 - 2011
State Street 2006 - 2010
United States Senate 2007 - 2007
Skills
Microsoft Office, Social Media, Market Research, PowerPoint, Microsoft Excel, Facebook, Marketing Communications, Analytics, Marketing Strategy, Data Analysis, Research, Marketing, French, Microsoft Word, Social Media Marketing, Keyword Research, Keyword Generation, Sales Process, Consultative Selling..., Solution-Oriented..., Enterprise Solution..., Strategic Prospecting, Sales & Marketing..., Trade Show Strategy, Trade Show..., Self Storage, Search Engine Ranking, SEO Audits, Local Search..., Internet Business..., Public Relations, Business Development, Press Releases, Sales
Education
Phillips Exeter Academy 2003 — 2007
University of Virginia 2007 — 2011
Bachelor of Arts (B.A.), Economics & History, Graduated with Honors
London School of Economics and Political Science 2012 — 2012
Management Development Program, Marketing and Corporate Organizational Strategy, Graduated with Distinction
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
independant consultant 2009 - Present
Mellon Financial 2004 - 2008
State Street 1990 - 2004
IBM 1981 - 1990
Skills
Financial Services, Sales Management, Sales Strategy, Sales Execution, Sales Compensation, Sales Messaging, Marketing Strategy, Sales and Marketing..., Global Account..., Asset Managment, Account Management, Investment Management, Mutual Funds, Asset Management, Change Management, Sales Process, Management, Management Consulting, Competitive Analysis, Strategy, Executive Management, Business Analysis, Strategic Partnerships, CRM, Analytics, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Marketing and Finance
Yale University 1975 — 1979
BA, Economics
Department of Treasury (SIGTARP) September 2010 - Present
State Street November 2009 - September 2010
Self Employed February 2008 - November 2009
Harvard University Extension School July 2007 - January 2008
FBI 1997 - 2007
Department of the Navy 1992 - 1997
Skills
SCERS, CFE, Homeland Security, Vulnerability Assessment, Digital Forensics, Certified Fraud Examiner, Counterterrorism, Internal Investigations, Private Investigations, Criminal Investigations, Evidence, Physical Security, Fraud, Criminal Justice, Computer Forensics, Policy, Networking, Litigation, Risk Management, Surveillance, FTK, International Relations, Criminal Law, Investigation, Enforcement, Public Policy, Non-profits, Encryption, Fashion, Litigation Support, Government, National Security, Crisis Management, Program Management, Interrogation, Police, Self Defense, Risk Assessment, Due Diligence, Firearms
Education
FBI Academy 1997 — 1998
New Agent Training, Federal Law Enforcement
Texas Tech University
BA, Political Science/History, Cum Laude
Troy University
MPA, Public Administration/Management Information Systems
Pharmavite 2014 - Present
Stonebridge Capital Management October 2009 - September 2013
State Street Global Advisors (SSgA) September 2003 - August 2007
State Street October 2001 - September 2003
Management Planning, Inc. June 1999 - August 2000
Skills
Financial Modeling, Valuation, Due Diligence, Equities, Bloomberg, Equity Research, Corporate Finance, Microsoft Office, Financial Analysis, Business Strategy, Investments, Strategy, Strategic Planning, Finance, Management, Planning Budgeting &...
Education
UCLA Anderson School of Management 2007 — 2009
M.B.A
The College of New Jersey 1995 — 1999
B.S
Irdi System Inc July 2012 - Present
State Street January 2013 - April 2015
Make Technologies, a Dell Company May 2012 - December 2012
Research In Motion May 2011 - December 2011
The University of British Columbia September 2009 - April 2011
Polycom May 2010 - December 2010
Transport Canada January 2009 - August 2009
Skills
Java, Software Development, Android Development, iOS development, SQL, Business Strategy, Product Development, Investment Properties, Property Value Analysis, Property Acquisition, Property Management, Contract Negotiation, Real Estate, Cashflow Investment, Social Media Marketing, JSF
Education
The University of British Columbia 2006 — 2012
Bachelor of Science, Computer Science
State Street October 2012 - Present
SchoolsFirst Federal Credit Union January 2007 - September 2011
SchoolsFirst Federal Credit Union April 2005 - January 2007
AmerisourceBergen April 2000 - March 2005
BAE Systems September 1996 - April 2000
Skills
IT Management, IT Operations, Technology Planning, Infrastructure Projects, IT Service Management, IT Governance, IT Audit, IT Strategy, Healthcare IT, Information Management, Project Execution, Project Implementation, Project Delivery, Executive Management, Project Planning, Technology Evaluation, Technical Management, Technology Integration, Microsoft Technologies, Emerging Technologies, Mobile Technology, Technology..., Project Management, Infrastructure, Governance, Servers, Disaster Recovery, Data Center, Enterprise Architecture, ITIL, Windows Server, Healthcare Information..., Enterprise Software, Business Continuity, Information Technology, Vendor Management, Microsoft Exchange, Technology Management, Security, Management
Education
Temple University 1984 — 1986
M.A, Journalism
University of South Carolina-Columbia 1980 — 1984
B.A., Journalism
Visium Asset Management October 2014 - Present
Citi June 2013 - September 2014
Corbelis Management June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
The Johns Hopkins University 2010 — 2013
London School of Economics and Political Science 2011 — 2011
Ohio State Athletic Department May 2015 - Present
Radburn Association May 2013 - Present
State Street October 2013 - March 2014
Fair Lawn Recreation December 2011 - March 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Public Speaking, PowerPoint, Social Media, Leadership, Research, Teamwork, Event Management, Time Management
Education
The Ohio State University 2014 — 2018
Bachelor's Degree, Sports Studies
State Street June 2015 - Present
Union Street Market March 2014 - May 2015
University of Connecticut August 2011 - May 2015
State Farm June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Communication
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
State Street October 2014 - Present
Booz Allen Hamilton February 2006 - September 2014
Merkle June 2004 - February 2006
Skills
Microsoft SQL Server, SDLC, Requirements Analysis, OLAP, Business Intelligence, Data Modeling, SQL, Data Warehousing, Business Analysis, Agile Methodologies, T-SQL, SSRS, Database Modeling, Project Management, SSIS, OLTP, Relational Data Modeling, Data Architecture, Certified Scrum Master..., Enterprise Architecture, Software Project..., Object Oriented Design, ETL, Databases, Agile Project Management, Software Development..., Dimensional Modeling, Data Warehouse..., Java, MVC Architecture, Hibernate, Pentaho, MySQL, Sybase Adaptive Server, Master Data Management, Software Development, Architectures, Database Design, Scrum, Spring, ASP.NET, C#, Software Design, XML, Agile Methodolgy, Agile Application..., Agile & Waterfall..., Management Consulting, Consulting
Education
The Johns Hopkins University 2008 — 2010
Master of Science (MS), Information Technology
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Computer Science
Geode Capital Management July 2015 - Present
F-Squared Investments June 2014 - July 2015
State Street September 2012 - June 2014
Jacob Burns Community Law Clinics October 2010 - June 2012
Massachusetts Turnpike Authority May 2009 - August 2009
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Research, Microsoft Office, Social Media, Microsoft Excel, Bloomberg Terminal, QuickBooks, Data Analysis, Investments, Portfolio Management, PowerPoint, Project Management, Managerial Finance, Banking, Social Media Marketing, Marketing Strategy
Education
The George Washington University - School of Business 2008 — 2012
BBA, Finance
Boston Latin Academy 2002 — 2008
HSBC July 2012 - Present
HSBC January 2007 - July 2012
HSBC May 2004 - December 2006
PFPC November 2003 - May 2004
State Street November 2000 - October 2003
Delaware Investments, a member of the Macquarie Group June 1999 - November 2000
Skills
Fund Administration, Fund Accounting, Fund Services, Hedge Funds, Fund Of Funds, Alternative Investments, Client-focused, Client Delivery, Account Management, Relationship Management, Team Leadership, Securities, Equities, Fixed Income, Derivatives, Structured Securities, Private Equity, Valuation, Bloomberg Terminal, Global Custody, Mutual Funds, Bloomberg, Financial Services, Investments, Account Reconciliation, Corporate Actions, Finance, Accounting
Education
Temple University 1995 — 1999
Bachelor's degree, Accounting
GW & Wade, LLC November 2014 - Present
Sate Street January 2013 - November 2014
State Street October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Research, Leadership, Data Analysis, Accounting, Customer Service, Outlook, Time Management, Financial Analysis
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor's degree, Real Estate and Urban Economic Studies
University College Dublin 2011 — 2011
The Quinn School of Business
Capital One May 2015 - Present
IBM July 2013 - April 2015
American Red Cross September 2012 - May 2013
State Street June 2012 - August 2012
Coca-Cola Enterprises May 2011 - September 2011
Coca-Cola Enterprises June 2010 - September 2010
Skills
Investments, Valuation, Economics, Data Analysis, Teamwork, Microsoft Office, Fixed Income, Microsoft Word, Bloomberg, Bloomberg Terminal, Private Equity, Microsoft Excel, PowerPoint, Sales, Spanish, Hedge Funds, SAS, SQL, Financial Modeling, Interpersonal..., Strategic Leadership
Education
The George Washington University 2009 — 2013
Bachelor of Science, Economics
London School of Economics and Political Science 2011 — 2012
Mixon Hill Inc July 2013 - Present
Emmanuel Bible Church April 2008 - May 2013
State Street Bank 2007 - September 2012
Charles Geddes Consulting 2000 - 2011
State Street 2006 - 2007
State Street 2002 - 2006
State Street 2000 - 2002
State Street 1997 - 2000
State Street 1996 - 1997
State Street (purchased IFTC) 1994 - 1996
Skills
C#, Java, PowerBuilder, VBA, Oracle PL/SQL..., Microsoft SQL Server, Access, Sybase, Visual Studio, Microsoft Office, VSS, HTML, XML, SQL, QuickBooks, Hibernate, Actuate Report, Team Leadership, Software Development, Software Development..., Troubleshooting, Software Design, User Interface Design, User Acceptance Testing, JUnit, JDBC, Financial Accounting, Data Modeling, flex, ETL, Eclipse, Jasper Reports, ClearCase, Oracle, SDLC, Requirements Analysis, Databases, .NET
Education
Tennessee Temple University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Air Canada June 2015 - Present
Bank of Canada March 2014 - June 2015
State Street 2012 - December 2013
Centum One Financial Group Inc. April 2012 - July 2012
University of Toronto 2009 - 2012
University of Toronto 2010 - 2011
Vodafone May 2009 - August 2009
Skills
Outstanding..., Research, Microsoft Excel, Financial Economics, Stata, Data Analysis, Econometrics, Great Motivator, Matlab, Python, Statistical Modeling, Financial Modeling, SPSS, Communication,..., Precise Coordination..., Financial Analysis, Time Management, Management, Access, Market Research, Analysis, Leadership
Education
University of Toronto 2009 — 2012
Specialist, Financial Economics, 3.64
The Johns Hopkins University
Computing for Data Analysis, Data Analysis
Université Paris Dauphine 2011 — 2012
Finance and Economics
BNP Paribas September 2009 - Present
State Street May 2008 - September 2009
SEI Investments April 2007 - 2008
SEI Investments July 2002 - April 2007
Vanguard July 2000 - July 2003
Beneficial Bank February 1987 - July 2000
Skills
Accounting, Banking, Auditing, Business Process..., Equities, Finance, Financial Reporting, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Securities, Financial Services
Education
Temple University 1987 — 1993
BS, Accounting
Teacher Retirement System of Texas July 2010 - Present
ING Investment Management May 2009 - June 2010
State Street 2002 - 2009
American General Investment Management 1996 - 2002
Education
Texas A&M University
Capital Bank NA January 2014 - Present
RMC Consulting February 2009 - December 2013
State Street November 2007 - December 2008
Citizens Financial Group January 2007 - November 2007
Citizens Bank June 2003 - January 2007
PriceWaterhouseCoopers Management Consultants April 2000 - June 2003
Fidelity Investments Institutional Services November 1998 - April 2000
Fleet Bank (Bank of America) August 1993 - November 1998
Skills
Financial Services, Business Development, Process Improvement, Loans, Project Management, Mutual Funds, Account Management, Sales, Recruiting, CRM, Business Process..., New Business Development, Business Analysis, Banking, Visio, Training, Business Strategy, Building Relationships, Financial Management..., Leadership, Risk Management, Business Process, Sales Management, Strategy, Analysis, Finance, Change Management, Team Building, Coaching, Strategic Planning, Business Planning, Market Research, Consulting, Project Planning, Marketing, Talent Acquisition, Budgets, Forecasting, Management, Team Leadership, Human Resources, Salesforce.com, Cold Calling, Performance Management, Mergers & Acquisitions, Leadership Development, Event Management, Sourcing, Executive Search, Six Sigma
Education
New School University
N/A, Business/Corporate Communications
University of Tennessee-Knoxville
Bachelor of Science (B.S.), Education
Fidelity Investments September 2013 - Present
Fidelity Investments April 2008 - September 2013
LaSalle Bank 2002 - 2006
State Street 1999 - 2001
Skills
Equities, Alternative Investments, Investments, Bonds, Portfolio Management, Fixed Income, Asset Managment, Financial Markets
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance
Tufts University 1995 — 1999
B.A., Quantitative Economics
The Donaldson Adoption Institute, Inc. 2002 - Present
BNY Mellon July 2014 - Present
BNY Mellon February 2013 - June 2014
Independent Consulting Services February 2011 - 2013
State Street 2009 - December 2010
State Street 2004 - 2009
Finaplex 2003 - 2004
Reuters 2001 - 2002
TowerGroup 2001 - 2002
Reuters 1990 - 2001
Skills
Financial Services, Market Data, Trading Systems, Strategy, Trading, Electronic Trading, Equities, Financial Markets, Product Management, Business Development, Fixed Income, Strategic Planning, New Business Development, Team Building, Securities, Start-ups, Cross-functional Team..., CRM, Portfolio Management, Competitive Analysis, Enterprise Software, Mergers & Acquisitions, Risk Management, Asset Management, Alternative Investments, Business Planning, Executive Management, Management, Leadership, Finance, Entrepreneurship, P&L Management, Investments, Capital Markets, Venture Capital, Investment Banking, Professional Services, Bonds, FX Options, Integrated Marketing, Business Strategy, Sales Management, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Executive Development Program
The University of Chicago Booth School of Business
Executive Development Program, Portfolio Management
Husson University 1982 — 1986
Bachelor of Science, Business Administration and Marketing
SEI September 2012 - Present
Matrix Fund Services January 2011 - August 2012
State Street June 2010 - January 2011
Global Equity Division July 2005 - May 2010
Vanguard June 2004 - August 2004
Exelon Power Team June 2003 - September 2003
Skills
Russian and Ukrainian, Microsoft Office, MFACT, Bloomberg Terminal, IDC, Portfolio Accounting..., E-Horizon, Lotus Notes, Microsoft Outlook, Derivatives, Accounting, Outlook, Account Reconciliation, Microsoft Excel, Portfolio Management, Internal Audit, Financial Statements, Fund Accounting, Financial Reporting, Hedge Funds, SEC filings, Mutual Funds, General Ledger, Financial Analysis, Bloomberg, Fund Administration, Equities, Financial Accounting, GAAP
Education
RIDER UNIVERSITY, College of Business Administration 2007 — 2008
Master, Business Administration; Finance
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor, Business Administration; Accounting, Finance & International Business
The George Washington High School 1996 — 2000
Business
State Street July 2014 - Present
State Street April 2013 - Present
The University of Kansas 2007 - 2011
Skills
Customer Service, Leadership, High level of initiative, Excellent Communication..., Organization, Writing, Documentations, Research, Creative Problem Solving, Training, Oversight, Employee Recognition, Time Management, Event Planning, Event Management, Crisis Management, Community Emergency..., Artistic Abilities, Creative Writing, Egyptian Colloquial..., Modern Standard Arabic, Communication
Education
The University of Kansas 2006 — 2011
BA, African and African-American Studies
The American University in Cairo 2009 — 2009
N/A, Arabic Language Institute, Intensive Summer Arabic Language Program
State Street Bank & Trust Co. March 2015 - Present
State Street March 2015 - Present
State Street Bank February 2012 - March 2015
M Johanen & Co April 2009 - October 2011
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Financial Reporting, Internal Audit, External Audit, Accounting, Financial Modeling, Auditing, Fund Administration, Fund Accounting, Finance
Education
UMKC Henry W.Bloch School of Mangement 2013 — 2015
Master’s Degree, Accounting/Tax
The Institute of Chartered Accountants of India 2009 — 2011
Professional Competence Course, Accounting and Tax
WCC 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
State Street September 2014 - Present
Boston Midsummer Opera July 2014 - August 2014
Association for Psychological Science May 2014 - May 2014
The George Washington University - Center for Student Engagement April 2012 - May 2014
The George Washington University Residence Hall Association October 2010 - April 2014
GW Center for Undergraduate Fellowships and Research April 2013 - 2014
The George Washington University Department of Theater and Dance August 2013 - December 2013
USDA June 2013 - July 2013
TACO/FirstWorks Summer Camp July 2012 - August 2012
Gap Inc./Outlet May 2007 - December 2011
Skills
Event Planning, Microsoft Office, Dance, Public Speaking, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Research, Performing Arts, Customer Service, Fundraising, Social Networking, Public Relations, Event Management, Non-profits, Community Outreach, Facebook, Editing, Creative Writing, Program Management, Higher Education, Blogging, Nonprofits, Volunteer Management
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Dance
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Organizational Sciences
Bill T. Jones/Arnie Zane Dance Company Summer Intensive 2012 — 2012
Participant, Dance and Theater
Now & Next Dance Mentoring Project 2011 — 2011
Dance Mentor
Cumberland High School
State Street June 2015 - Present
The Ezra Company February 2015 - May 2015
State Street June 2014 - February 2015
Parella February 2014 - June 2014
GI Dynamics May 2012 - August 2013
George Washington University Program Board May 2012 - May 2013
Apartment Depot June 2011 - September 2012
Teach for America December 2011 - May 2012
Skills
Microsoft Office, Nonprofits, Recruiting, Strategic Planning, PowerPoint, Social Media, Marketing, Microsoft Excel, Leadership, Fundraising, Project Management, Data Analysis, Research, Finance, Corporate Finance, Market Research, Management Consulting, Public Speaking, Event Planning, Microsoft Word
Education
The George Washington University 2011 — 2015
Bachelor of Science (BS), Economics
Newton South High School
Fidelity Investments September 2013 - Present
State Street May 2012 - September 2013
PwC August 2010 - May 2012
PwC June 2009 - August 2009
Skills
GAAP, Audit, Financial Accounting, Accounting, Financial Reporting, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science, Accounting
The Institute at Palazzo Rucellai 2008 — 2008
State Street March 2015 - Present
State Street Bank February 2013 - March 2015
State Street Bank April 2011 - January 2013
State Street Bank May 2008 - May 2011
Skills
Product Management, Product Development, Microsoft Excel, Marketing Strategy, Mutual Funds, Product Strategy, Writing Skills, Research, Economic and Financial..., Virtual Teams, Performance Measurement, Performance Attribution, Business Case..., Business Process..., Product Marketing, Social Media, Public Speaking, Competitive Analysis, Sales Support, Stakeholder Engagement, Market Analysis, Management, Marketing
Education
The George Washington University 2007 — 2011
Bachelor's Degree, Economics
SEI Investments January 2010 - Present
State Street October 2008 - December 2009
SEI Investments September 2006 - October 2008
Commerce Bank March 2002 - April 2006
Skills
Mutual Funds, Bloomberg, Fund Accounting, Fund Administration, Banking, Hedge Funds, Accounting, Investments, Financial Services, Analysis, Financial Analysis, Portfolio Management, Auditing, Account Reconciliation, Financial Reporting
Education
Temple University 2003 — 2006
B.S., Finance, Accounting
John Hancock Financial Services September 2015 - Present
State Street July 2015 - Present
State Street August 2013 - July 2015
State Street February 2012 - July 2013
CHONGQING TRAFFIC AND TOURISM INVESTMENT GROUP Co., Ltd June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Bloomberg, Outlook, Mutual Funds, ETFs, Qualitative Research, Derivatives, Cash Flow, Analysis, Data Analysis, Data Entry, Portfolio Management, Financial Services, Financial Analysis, Accounting
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's degree, International Business / Finance
Valeant Pharmaceuticals October 2013 - Present
PricewaterhouseCoopers July 2010 - October 2013
State Street January 2010 - July 2010
Weidel Realtors August 2006 - June 2010
The College of New Jersey 2006 - December 2009
PricewaterhouseCoopers June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
SEC filings, SOX, Audit, Excel, Financial Reporting, Accounting, US GAAP, External Audit, Big 4, Internal Controls, IFRS, Auditing, Financial Audits, Management, GAAP, Sarbanes-Oxley Act
Education
The College of New Jersey
Bachelor of Science, Accounting & Economics
BRHS
BRHS
PAAMCO August 2013 - Present
Fanisi Capital November 2012 - December 2012
PAAMCO June 2012 - September 2012
State Street July 2009 - July 2011
The Segal Company January 2005 - June 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Alliance Girl's High School
University of California, Santa Barbara
Bachelor of Science
Wellington Management March 2014 - Present
State Street 2012 - March 2014
Skills
Financial Services, Finance, Financial Analysis, Bloomberg, Mutual Funds
Education
The Catholic University of America 2008 — 2012
B.S.B.A, Finance
Goodrich & Associates, LLC 1999 - Present
State Street 1996 - 1999
Budget Rent a Car 1992 - 1996
Kraft Foods 1988 - 1991
Kraft Foods 1985 - 1988
Container Corporation of America 1980 - 1985
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
University of Virginia 1974 — 1978
BA, Economics
Brown Brothers Harriman September 2014 - August 2015
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Economic History, Economics, ETFs
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master’s Degree, Economic History
The London School of Economics and Political Science (LSE) 2012 — 2014
Bachelor of Science (BS), Economic History, 2.1 (British System)
Bates College 2010 — 2012
Bachelor's degree, Economics
Phillips Academy Andover 2006 — 2010
Jennison Associates September 2011 - Present
State Street May 2010 - July 2011
State Street June 2007 - May 2010
Skills
Accounting, Account Reconciliation
Education
The College of New Jersey 2003 — 2007
B.A., Finance
Emmanuel College 2012 - Present
ING 2006 - Present
CitiStreet 2000 - 2006
State Street 1999 - 2000
State Street 1997 - 1999
Skills
Excel, Word, Quality Assurance, Customer Relations, Testing, Microsoft Office, Research, Writing, Problem Solving, Test Planning, Customer Service, PowerPoint, Blogging, Databases, Library Reference, Microsoft Excel, Windows, WordPress, Microsoft Word, SharePoint
Education
Simmons Graduate School of Library and Information Science 2007 — 2011
MS, Library and Information Science
The Johns Hopkins University 1988 — 1992
Bachelor of Science, History
Windstream Communications March 2013 - Present
Windstream Communications April 2010 - March 2013
Putnam Investments October 2006 - April 2010
State Street October 2003 - October 2006
FMC Arenas 2000 - 2002
Skills
Salesforce.com
Education
Temple University 1998 — 2002
Bachelor of Science, Sport and Recreation Management, Business Administration
RBC Capital Markets December 2014 - Present
State Street June 2014 - December 2014
Vincent speculative October 2012 - May 2014
Skills
Financial Analysis, Equities, Investments, Research, Microsoft Excel, Finance, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Trading, Derivatives, Technical Analysis, Analysis
Education
CMCC 2008 — 2012
Doctorate
The University of British Columbia 2004 — 2008
Integrated Engineering, Engineering
Nasdaq April 2015 - Present
Nasdaq August 2014 - April 2015
Nasdaq July 2012 - August 2014
Blue Ridge Partners June 2011 - June 2012
Economists Incorporated 2009 - 2011
George Washington University - Center for Economic Research September 2008 - May 2009
State Street 2008 - 2008
Skills
R, SQL, PowerPoint, Microsoft Excel, Research, Analysis, Macroeconomics, Capital Markets, Economics, Market Analysis, Corporate Finance, Segmentation, Strategy, Financial Markets, Quantitative Research, Qualitative Research, Data Mining, Statistical Modeling, Microeconomics, Electronic Trading, Business Analysis, SAS, Due Diligence, Bloomberg Terminal, Mergers
Education
The George Washington University 2005 — 2009
BS, Economics, Minor in Mathematics, summa cum laude
Passed Level II of the CFA Program
Berkadia March 2015 - Present
Stoltz Management November 2012 - March 2015
JP Morgan Chase July 2007 - October 2012
State Street May 2005 - December 2005
Skills
Fixed Income, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Alternative Investments, Valuation, Finance, Asset Management
Education
The College of New Jersey 2003 — 2007
BS, Finance, Minor Accounting
Holy Cross High School 1999 — 2003
State Street August 2014 - Present
J.P. Morgan March 2014 - August 2014
U.S. Army 2003 - 2010
U.S. Department of Justice 2007 - 2009
Education
University of Connecticut
Doctor of Law (J.D.)
The Johns Hopkins University
Master of Arts (M.A.), Government
The George Washington University
Bachelor of Arts (B.A.), Journalism & Political Science
State Street June 1997 - Present
State Street June 1997 - Present
Circuit Fabrication Corp June 1990 - December 1996
Skills
Business Analysis, Software Project..., Release Management, Unix, ClearCase, Solaris, MS Project, Architecture, Java, Enterprise Architecture, .NET, Visio, SOA, Software Development, Analysis
Education
Bhartiya Vidhya Bhavan, Baroda
BS, Business Management
New Era High School, Vadodara
SSC, Math, Physics, Chemistry
Software Classes, Boston
Additional Education
The Maharaja Sayajirao University of Baroda
BS, Chemical Enginnering
Blue Cross Blue Shield of Massachusetts September 2012 - Present
American Express September 2011 - September 2012
State Street June 2000 - February 2009
Skills
Customer Service, Banking, Financial Services, Computer Hardware, Windows 7, Audio Editing, Computer Repair, Microsoft Office, Digital Audio, Music Production, Wireless Networking, Computer Building, Computer Network..., Information Technology
Education
The New England Institute of Art 2004 — 2008
Associates of Science Degree
State Street March 2015 - Present
Princeton Financial Systems June 2012 - March 2015
WestLB Mellon Asset Management May 2006 - September 2011
WestLB January 2000 - April 2006
Steria Mummert Consulting AG April 1998 - December 1999
Skills
Datenlager, Unternehmensanalyse, Business-Intelligence, SQL, ETL, PL/SQL, Unix, Softwareentwicklung, Software-Projektleitung, Integration, Anforderungsanalyse, Business Objects, Microsoft SQL Server, SDLC, Softwaretests, Oracle, Datenbanken, Visual Basic, Agile Methoden, Datenbankdesign
Education
Technische Universität Kaiserslautern 1990 — 1997
Diplom Ingenieur / Master of engineering, Bauingenieur/civil engineer
Citi September 2010 - Present
Structure By Design LLC October 2007 - Present
Avery Dennison Corporation 2007 - Present
Citi 2012 - 2013
CT home mortgage 2003 - 2013
Prudential Annuities 2009 - 2009
Algorithmics March 2005 - October 2007
State Street 2006 - 2007
Northeast Utilities -C&LM 2005 - 2006
ING 2005 - 2006
Skills
Mergers, Management, Product Lifecycle..., Organization, Divestitures, RFQ, PMO, Finance, Leadership, Vendor Management, Project Portfolio..., Resource Management, Mergers & Acquisitions, Change Management, Enterprise Architecture, Disaster Recovery, Integration, ITIL, Information Technology, Enterprise Software, IT Strategy, Business Process, Strategic Planning, Business Analysis, PMP
Education
The George Washington University - School of Business 2002 — 2005
Masters Certificate
Western New England University 1984 — 1990
BS Electrical Engineering
Agawam 1980 — 1983
State Street September 2006 - Present
Education
Technion - Israel Institute of Technology 1974 — 1978
CS
State Street April 2013 - Present
RBS Citizens May 2010 - April 2013
Fidelity Investments August 2007 - May 2010
GTECH Corp July 2002 - September 2007
Skills
Financial Management, Financial Planning, Risk Management, Financial Analysis, Process Improvement, Business Planning, Project Planning, Managerial Finance, Strategic Financial..., Financial Modeling, Finance, Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
US Coast Guard Academy 1989 — 1993
BS, Political Science and Government
State Street March 2013 - Present
SSgA March 2011 - March 2013
SSgA March 2009 - March 2011
SSgA (State Street Global Advisors) April 2005 - March 2009
State Street Global Advisors April 1997 - April 2005
State Street Global Advisors January 1996 - April 1997
Lechmere 1987 - 1995
Lechmere 1984 - 1987
Opera Company of Boston 1981 - 1987
American Repertory Theatre 1984 - 1986
Skills
ITIL, Change Management, Management, Conflict Resolution, Disaster Recovery, Unix, Team Building, Project Management, IT Management, Oracle, Technical Training, Requirements Analysis, Information Technology, Databases, Operating Systems, Microsoft SQL Server, Training, Solaris, Leadership, Performance Tuning, Testing, Sybase, System Deployment, Database Administration, Networking, Technical Support, SDLC, Servers, SharePoint, Vendor Management, Business Intelligence, Integration, Software Project..., IT Service Management, SQL, Business Analysis, IT Strategy, Systems Analysis, Data Migration, Agile Methodologies, Requirements Gathering, Software Documentation, Enterprise Software
Education
The Catholic University of America 1978 — 1981
Theater
Reading Memorial High School 1974 — 1978
HS, College Prep
DorkbotPDX 2007 - Present
Ethan Rose 2014 - 2015
Ethan Rose 2014 - 2015
State Street May 2011 - December 2012
Chrome Systems January 2010 - May 2011
Ensequence, Inc. November 2007 - December 2009
TransUnion October 2006 - November 2007
TransUnion Contact Identity Services 2006 - 2007
Qsent December 2003 - October 2006
GBSD Technologies Inc. 2003 - 2004
Skills
Subversion, Tomcat, XML, Ant, Perl, CVS, JUnit, Java, SOAP, Web Services, Eclipse, Linux
Education
Texas Tech University 1994 — 1999
BSEE, BSCS, Electrical Engineering, Computer Science
UT Pan American 1992 — 1994
Electrical Engineering, Computer Science
State Street September 2009 - Present
Skills
Legal Research
Education
The Catholic University of America, Columbus School of Law 2000 — 2003
J.D.
The University of Chicago 1989 — 1993
A.B.
Fidelity/Go Apply August 2005 - Present
State Street March 2003 - May 2005
Skills
Customer Service, Finance, Financial Statements, Mutual Funds, General Ledger
Education
Texas A&M University - Mays Business School 1998 — 2001
BBA, Management, minor HR
State Street June 2013 - May 2014
Chinatrust Commercial Bank 2009 - 2011
Countrywide 2006 - 2008
Capital Market, FHLB of Pittsburgh 2004 - 2006
Freddie Mac 1996 - 2004
Skills
Capital Markets, Credit Risk, Portfolio Management, Financial Risk, Fixed Income, Credit, Investments, Banking
Education
The George Washington University
M.S., Finane
University of Iowa
M.S., Statistics
University of Iowa
Ph.D., Economics
State Street December 2013 - Present
Cellebrite August 2010 - October 2013
Websio November 2007 - August 2010
Omnisys May 2005 - November 2007
Skills
.NET, Microsoft SQL Server, SharePoint, Web Services, Object Oriented Design, C#, jQuery, WCF, AJAX, LINQ, Web Development, Web Applications, OOP, Design Patterns, SOA, Android, Java, Unit Testing, CLI, CSS, C++, WPF, Advanced CSS, HTML, Ext JS, NUnit, Jasmine, ASP.NET, IIS, WinForms, Test Driven Development, Software Development, SQL, Software Design
Education
Technion - Israel Institute of Technology 2001 — 2005
B.Sc., Industrial Engineering and Management
Citi June 2013 - Present
Citigroup October 2010 - June 2013
State Street December 2009 - October 2010
TIAA-CREF September 2007 - November 2009
Citi Group June 2005 - September 2007
Management Consultant - IK Solutions January 2004 - June 2005
Skills
SDLC, PMP, Risk Management, Requirements Gathering, Systems Analysis, Financial Risk, Operational Risk..., Operational Risk, Business Analysis, Business Process..., Requirements Analysis, Business Process Design, Data Warehousing, Business Requirements, Software Project..., Agile Methodologies, Vendor Management, User Acceptance Testing, Business Intelligence
Education
Texas A&M University-Kingsville 2002 — 2003
MS
State Street March 2013 - Present
State Street Global Advisors June 2008 - March 2013
Michaels, Ward & Rabinovitz January 2006 - November 2007
State Street October 1996 - June 2000
Skills
Corporate Governance, Proxy Contests, Litigation, Investments, Arbitration, Financial Services, Analysis
Education
The Catholic University of America, Columbus School of Law 2000 — 2003
JD
University of New Hampshire 1992 — 1996
RBS October 2006 - Present
4 Flashes Photo Booths - Chicago January 2010 - April 2013
Bank of America 2001 - 2006
State Street 1999 - 2001
Skills
Portfolio Management, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Equities, Capital Markets
Education
Ohio State - Bachelors 1994 — 1999
The Ohio State University 1994 — 1999
Finance
State Street March 2010 - March 2013
Morgan Stanley December 2008 - October 2009
Goldman Sachs June 2003 - October 2008
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Financial Modeling, Private Equity, Securities, Series 7, Risk Management, Business Analysis, Data Analysis, SDLC, Strategy, Requirements Analysis
Education
Temple University 2001 — 2005
State Street Global Advisors May 2014 - Present
State Street Global Advisors March 2013 - April 2014
State Street Bank February 2011 - February 2013
State Street Global Advisors September 2009 - February 2011
State Street January 2008 - September 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Fund Accounting, Relationship Management, Mutual Funds, Equities, Corporate Actions, Microsoft Excel, FINRA, Analysis, Business Analysis, PowerPoint, Microsoft Office, Cash Flow, Bloomberg, Customer Service, Series 7, Series 63
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Science (BS), Marketing
WorldVest Capital Markets January 2006 - May 2009
State Street June 1998 - February 2002
Rodman & Renshaw January 1996 - May 1998
Citi August 1992 - December 1993
Credit Suisse First Boston January 1989 - August 1990
Goldman Sachs June 1987 - December 1988
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Venture Capital, Financial Markets, Corporate Finance, Emerging Markets, Bonds, Trading
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics
State Street November 2014 - Present
Skills
Due Diligence, Alternative Investments, Financial Services, Capital Markets, Economics, Credit, Golf, Banking, Structured Finance, Internal Controls, Corporate Finance, Accounting, Valuation, Mergers & Acquisitions, Financial Modeling, Risk Assessment, Transaction Advisory..., Financial Reporting, Management Consulting, Product Development, Strategy, Internal Audit
Education
The George Washington University 2006 — 2010
Bachelor of Arts (BA)
The American University of Rome
3-D Technology June 2015 - July 2015
VARServ, Inc September 2014 - June 2015
Specialists On Call, Inc. February 2014 - September 2014
MEDHOST May 2013 - February 2014
HCA December 2010 - May 2013
CBTS April 2010 - December 2010
State Street Australia October 2008 - December 2009
Achieve Global October 2007 - December 2009
Mssecurite January 2009 - April 2009
State Street January 2007 - October 2008
Skills
Leadership, Process Improvement, Project Management, Team Building, Strategic Planning, Training, Consulting, Account Management, Coaching, Leadership Development, Change Management, Organizational..., Employee Engagement, Performance Management, Onboarding, SharePoint Designer, Salesforce.com, Meditech, Organizational..., Clarity, Talent Management, MEDHOST, Network Infrastructure, Recruiting, Office 365, Clinical Platform..., Microsoft CRM, Avizia, InfoPath Forms, AutoTask application, QuickBase
Education
The Ohio State University 1996 — 2000
BS, Communications
Prince George’s County Memorial Library System August 2014 - November 2014
Maryland Transportation Authority (MDTA) December 2012 - February 2014
Maryland Transportation Authority February 2012 - December 2013
Purchasing Management Association of Boston June 2011 - February 2012
Boston APICS June 2011 - February 2012
L.E.A.P. Associates August 2000 - January 2012
APICS Boston Chapter February 2004 - June 2011
NSTAR Electrical & Gas Corporation May 2006 - March 2009
Polaroid Corporation 2000 - 2006
State Street August 1997 - March 2000
Skills
Negotiation, Contract Management, Six Sigma, Supply Chain Management, Supply Chain, Strategic Sourcing, Supply Management, Procurement, Cross-functional Team..., Project Management, Sourcing, Contract Negotiation, Process Improvement, Program Management, Budgets, Logistics, Purchasing, Strategy, Management, Lean Manufacturing, Project Planning, Continuous Improvement, Manufacturing, Energy, Management Consulting, Engineering, Pricing, Strategic Planning, Leadership, Team Building, Business Process..., Product Development, Operations Management, Vendor Management, Change Management
Education
The University of Akron
Bachelors, Electrical Engineering Technology
UCLA Anderson Graduate School of Management
Purchasing Executive Program
Prudential Financial August 2015 - Present
State Street December 2012 - August 2015
Nationwide Financial October 2000 - September 2007
Education
The Ohio State University 2001 — 2006
Bachelor's Degree, Sociology
Western & Southern Financial Group January 2015 - Present
KPMG US October 2008 - December 2014
Rothstein Kass October 2008 - November 2014
State Street July 2007 - August 2008
Education
The Ohio State University Fisher College of Business 2004 — 2007
State Street 2012 - Present
Barclays Capital May 2008 - May 2011
Banc of America May 2007 - April 2008
Citigroup Global Markets August 2006 - May 2007
Citigroup Global Markets July 2004 - August 2006
Skills
Fixed Income, Derivatives, Hedge Funds, FX Options, Options, Asset Management, Structured Products, Emerging Markets, Bonds, Financial Analysis, Financial Structuring
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Science, Applied Mathematics and Statistics, 3.78/4.0
The Johns Hopkins University 2000 — 2004
Bachelor of Arts; Applied, Economics, 3.78/4.0
Benecept Consultants January 2011 - Present
State Street July 2006 - January 2011
Skills
Series 7, Series 63, Bloomberg Terminal, Mutual Funds, Securities, Business Planning, Financial Analysis, Equities, Financial Modeling, Retirement, Financial Services, Hedge Funds, Investments, IRAs, 401k, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Asset Allocation, Bonds, FINRA, Wealth Management, Relationship Management, Strategic Financial..., Separately Managed..., Retirement Planning
Education
The College of New Jersey 2002 — 2006
Finance
State Street November 2014 - Present
Cambridge Associates November 2012 - March 2014
Russell Investments October 2011 - February 2012
Commonfund October 2008 - October 2011
Asta Capital Management (formerly W&W Energy) September 1998 - October 2008
Bear Stearns March 1996 - August 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Strategy, Asset Allocation, Investment Strategies, Quantitative Analytics, Options, Risk Management, Finance, Investment Banking, Economics, Hedging, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Economics
Trinity College-Hartford 1988 — 1992
B.A., English
JPMorgan Chase May 2014 - Present
Turner Investments January 2013 - May 2014
State Street November 2008 - January 2013
Merion Golf Club 1999 - 2009
Independence Financial Associates February 2008 - October 2008
Skills
Fixed Income, Investments, Securities, Finance, Mutual Funds, Equities, Bloomberg
Education
Temple University 2005 — 2008
Finance, General
Temple University - Fox School of Business and Management 2005 — 2007
Finance, Real Estate
Sabal Financial Group LP February 2013 - Present
Aurora Bank FSB June 2005 - November 2012
CNL Commercial Finance November 2002 - June 2005
State Street November 2000 - November 2002
Skills
Loans, Banking, Financial Modeling, Financial Analysis, Real Estate, Mortgage Servicing, Account Reconciliation, Securitization, Asset-backed..., Investor Reporting, Investor Liaison, SBA, Commercial Mortgages, Mortgage Banking, Commercial Real Estate, Financial Services, Fixed Income, Finance, Ad Hoc Reporting, Investments, Bloomberg, Commercial Lending, Treasury, Treasury Management
Education
The George Washington University 1998 — 2000
MA, International Affairs/Latin American Studies
University of California, Santa Cruz 1992 — 1996
BA, Politics
Wm. S. Hart High School 1990 — 1992
Diploma
State Street June 2013 - Present
EnerNOC April 2010 - March 2012
Thomson Reuters April 2008 - May 2010
State Street[IBT] 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Bank of America 2006 - 2007
Skills
Agile Methodologies, Oracle, PL/SQL, SDLC, Unix, SQL, Databases
Education
TEESSIDE UNIVERSITY 2002 — 2004
Computer Studies
State Street August 2015 - Present
General Dynamics Mission Systems January 2015 - July 2015
Invensys/Schneider-Electric January 2013 - December 2014
GT Solar November 2007 - November 2012
Charles Stark Draper Laboratory 2005 - 2007
International Documentation Technologies 2005 - 2006
Siemens Eltrocom Arlington, TX 1999 - 2001
Motorola 1996 - 1998
Skills
Engineering Management, Semiconductors, Automation, Manufacturing, Lean Manufacturing, Electronics, R&D, Cross-functional Team..., Six Sigma, Solar Energy, Engineering, Robotics, Continuous Improvement, Testing, Product Development, Electrical Engineering, Photovoltaics, Process Engineering, Design of Experiments, Root Cause Analysis, SPC, Design for Manufacturing, Process Simulation, Solidworks, Sensors
Education
Texas Christian University - M.J. Neeley School of Business
MBA, Business
University of Michigan
A. B, English Language and Literature/Letters
Forethought Financial Group, Inc. January 2013 - Present
The Hartford September 2010 - December 2012
The Hartford June 2001 - December 2012
Hartford Life 2001 - April 2008
State Street January 1996 - February 2000
Skills
Insurance, Fixed Annuities, FINRA, Financial Services, Retirement, Strategic Financial..., Wealth Management, Project Portfolio..., Series 6, Business Requirements, Process Improvement, Relationship Management, Business Analysis, Requirements Gathering, PMO, Leadership, Project Management, Variable Annuities, Mutual Funds, Series 63
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Marketing & Technolocy
The University of Connecticut School of Business 1989 — 1993
BS, Business, Italian
State Street June 2015 - Present
EY October 2013 - May 2015
Ernst & Young September 2010 - October 2013
Banco Santander / ISBAN Global Services January 2010 - September 2010
PricewaterhouseCoopers October 2006 - November 2009
Skills
AML, Risk Management, Financial Risk, Enterprise Risk..., Due Diligence, Management Consulting, Financial Services, Banking, Business Process..., KYC, Business Analysis, Anti Money Laundering, Corporate Finance, Finance, Management, Internal Audit, Financial Analysis, Internal Controls
Education
Temple University
BBA, Business Administration
Mitchell International July 2015 - Present
Kill the Cup October 2013 - Present
UC San Diego September 2011 - June 2013
UC San Diego April 2012 - May 2013
State Street May 2008 - May 2011
Blaylock & Company June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Leadership, Financial Modeling, Financial Analysis, Social Media Marketing, Nonprofits, Sustainability, Relationship Management, Business Planning
Education
UCSD Rady School of Management 2011 — 2013
Master of Business Administration
The College of New Jersey 2003 — 2007
BS, Cum Laude
University of Oxford 2006 — 2006
Drury Capital December 2004 - Present
State Street 2000 - 2004
Merrill Lynch Investment Managers 1999 - 2000
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Administration, Banking, GAAP, Bloomberg, Fund Of Funds, General Ledger, Valuation, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Accounting, Capital Markets, Financial Markets, Trading, Options
Education
Temple University - Fox School of Business and Management 1994 — 1997
BBA, Finance
State Street June 2007 - Present
Skills
Derivatives, Hedge Funds, Trading, Fixed Income, Bloomberg, Equities, Fund Accounting, Mutual Funds, Fund Administration, Investments, Alternative Investments, Securities, Valuation, Financial Analysis, Financial Modeling, Fund Of Funds, Corporate Actions, Swaps, Microsoft Office, Financial Reporting, External Audit, Financial Statements, Dodd-Frank, P&L Operations, Bloomberg Terminal
Education
The Ohio State University Fisher College of Business
BSBA, Finance
Bealls January 2003 - July 2011
KMG Solutions April 2002 - January 2003
Moore Emerging Technologies September 1999 - January 2002
State Street January 1998 - September 1999
BISYS Fund Services May 1993 - October 1997
Skills
Leadership, E-commerce, Management, Inventory Management, Process Improvement, Analysis, Retail, Forecasting, Business Analysis
Education
The Ohio State University 1988 — 1992
B.S.B.A, Business - Finance
State Street Assistant ControllerUnited National Group1988 - 1998
Skills
Fund Accounting, Hedge Funds, Mutual Funds
Education
The George Washington University - School of Business
BBA, Accounting
21st Century Oncology June 2014 - Present
Transamerica March 2012 - March 2013
Transamerica April 2010 - March 2012
State Street July 2008 - April 2010
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Investments, Bloomberg, Securities, Equities, Financial Statements, GAAP, Mergers & Acquisitions, Derivatives, Finance
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2004 — 2008
B.S., Finance
The Benval Group October 2014 - Present
Treliant Risk Advisors March 2015 - August 2015
Ramsey Student Investment Fund August 2013 - December 2013
Incremental Insights - Emerging Market Investment Research June 2013 - August 2013
Stone Harbor Investment Partners November 2008 - July 2012
State Street July 2007 - October 2008
Skills
Financial Modeling, Equities, Fixed Income, Investments, Portfolio Management, Finance, Bloomberg, Derivatives, Analysis, Funding, Emerging Markets, Mutual Funds, Securities, Accounting, Economics, Research, MS Office, Salesforce, Microsoft Office
Education
The George Washington University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Investments
Boston University 2003 — 2007
Bachelor of Arts (B.A.), Economics
RBS Markets and International Banking April 2014 - Present
EquaMetrics September 2012 - April 2014
State Street August 2010 - January 2012
Merrill Lynch May 2008 - March 2009
Bank Of America May 2006 - July 2008
MORGANCHASE &Co August 1999 - April 2006
Skills
Currency, Bloomberg, FX Options, Options, Financial Risk, Asset Management, Investments, Trading, Portfolio Management, Hedge Funds, Financial Markets, Management, Equities, Derivatives, Hedging, Fixed Income, Investment Banking, Electronic Trading, Trading Systems, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, finance
The London School of Economics and Political Science (LSE) 1992 — 1995
Bachelor of Science
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
Prudential Investments July 2013 - Present
Prudential Investments January 2012 - July 2013
Prudential Investments September 2010 - January 2012
BlackRock October 2009 - September 2010
State Street June 2008 - July 2009
The College of New Jersey August 2007 - December 2007
Katz Media Group May 2007 - August 2007
Katz Media Group May 2006 - August 2006
Skills
Bloomberg, Investments, Fixed Income, Equities, Securities, Derivatives, Financial Reporting, Financial Services, Accounting, Account Reconciliation, Fund Accounting
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Corporate Finance and Strategy
The College of New Jersey 2004 — 2008
B.S., Finance
Brandywine Global Investment Management June 2015 - Present
Brandywine Global Investment Management January 2014 - May 2015
Brandywine Global August 2011 - December 2013
State Street April 2010 - July 2011
State Street January 2008 - April 2010
Skills
Bloomberg Terminal, General Ledger, Russian, Asset Transfers, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Investments, Derivatives
Education
CFA level II exam passed - June 2015 2014 — 2015
Temple University 2003 — 2007
BA, Finance, Economics
State Street December 2014 - Present
TerraCycle June 2014 - August 2014
Ix Style September 2013 - December 2013
Joe Sestak July 2012 - September 2012
Scheuten Solar July 2011 - December 2011
Rani World Foods June 2010 - August 2010
Skills
PowerPoint, Sales, Data Analysis, Management, Social Media Marketing, Microsoft Excel, Marketing Strategy, CRM, Competitive Analysis, Social Media, Microsoft Office, Marketing, Time Management
Education
Investment Banking Institute 2014 — 2014
Financial Modeling, Investment Banking - Valuation Modeling
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
East Lyme High School 2005 — 2009
General Studies
Sumitomo Trust and Banking 2010 - Present
JPMorgan Chase 1998 - 2009
State Street 1993 - 1998
Education
The University of Connecticut School of Business 1978 — 1983
MBA, Operations Research, Business Strategy, Finance
Federal Reserve Bank of New York June 2014 - Present
Overseas Private Investment Corporation May 2013 - August 2013
State Street January 2013 - April 2013
Nomura Corporate Research and Asset Management June 2008 - June 2011
Nomura Corporate Research and Asset Management June 2007 - August 2007
Skills
Emerging Markets, Fixed Income, Capital Markets, Economics, Finance, Sovereign Debt, Trading, Corporate Credit, Bonds, Glasses, Research, Bloomberg, Stata, Microsoft Excel, Financial Institutions, Banking
Education
Tufts University - The Fletcher School of Law and Diplomacy 2012 — 2014
Master of International Business
The Johns Hopkins University 2004 — 2008
BA, Political Science
Deloitte Canada January 2015 - Present
Acuity Corporate Securities Lawyers January 2014 - December 2014
Entertainment One October 2012 - March 2013
TKO Lawyers (Taylor, Klein and Oballa LLP) August 2012 - October 2012
Law in Action Within Schools (LAWS) April 2012 - September 2012
State Street September 2007 - September 2010
Skills
Negotiation, Strategic Planning, Financial Analysis, Legal Research, Legal Writing, Team Leadership, Research, Mergers & Acquisitions, Public Speaking, Securities, Securities Regulation, Corporate Law, Corporate Governance, Analysis, Corporate Finance, Mediation, Litigation, Due Diligence
Education
York University - Osgoode Hall Law School 2010 — 2013
JD, Law
The Ohio State University 2002 — 2006
BA, Economics
State Street December 2013 - July 2014
Broadridge Financial Solutions July 2013 - October 2013
PHH Mortgage August 2012 - November 2012
Brandywine Global Investment, Philadelphia, PA October 2010 - May 2011
PNC Global Investment Services June 2008 - February 2010
PFPC January 2007 - June 2008
Education
Temple University - Fox School of Business and Management 2002 — 2006
BBA, Finance
Temple University - Fox School of Business and Management
Bachelor's Degree, Finance
State Street June 2013 - Present
Morgan Stanley October 2012 - June 2013
Bloomberg LP April 2012 - October 2012
Sullivan & Cromwell LLP November 2011 - April 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Securities
Education
The College of New Jersey 2009 — 2011
State Street February 2015 - Present
State Street June 2013 - February 2015
State Street May 2012 - June 2013
State Street November 2010 - May 2012
Continuum Health Partners September 2009 - June 2010
Continuum Health Partners September 2008 - June 2010
Continuum Health Partners January 2009 - September 2009
Skills
Alternative Investments, Private Equity, Hedge Funds, Exchange Funds, Microsoft Excel, Data Analysis, Finance, Analytical Skills, Financial Analysis
Education
The Ohio State University 2004 — 2007
BS, Biology
California Environmental Associates May 2015 - Present
EMC June 2014 - May 2015
Deutsche Bank June 2012 - August 2012
State-owned Assets Supervision and Administration Committee 国务院国资委 August 2011 - September 2011
State Street June 2011 - August 2011
Wellesley College Consulting Club May 2010 - May 2011
Taurus Education April 2009 - August 2009
Skills
Spanish, Chinese, Conflict Minerals
Education
Yale School of Management 2013 — 2017
Master of Business Administration (M.B.A.)
Yale School of Forestry and Environmental Studies 2015 — 2017
Master’s Degree, Master of Environmental Management
London School of Economics and Political Science 2011 — 2012
General Course, Finance; Psychology; Environmental Economics
Wellesley College 2009 — 2012
BA, Economics
Shanghai Foreign Language School 2002 — 2009
Middle School & High School
JPMorgan Chase March 2013 - Present
State Street June 2008 - March 2013
MIT August 2007 - June 2008
Wachovia, A Wells Fargo Company May 2006 - August 2006
Skills
Investments, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Equities, Valuation, Portfolio Management, Asset Management, Mutual Funds, Securities, Hedge Funds, Bloomberg Terminal, Financial Reporting, Capital Markets, Financial Risk, Financial Services
Education
The University of Connecticut School of Business 2003 — 2007
B.S., Finance
State Street October 2013 - Present
State Street November 2011 - October 2013
State Street July 2005 - October 2011
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Equities, Bonds, Account Reconciliation, Private Equity, Financial Analysis, Financial Accounting, Accounting, General Ledger, Business Analysis
Education
The College of New Jersey 2001 — 2005
BS, Economics
Universite Paris Dauphine 2004 — 2004
BlackRock June 2015 - Present
State Street October 2008 - June 2015
Education
Temple University 2003 — 2007
Bachelor's degree, Finance, General
State Street November 1997 - June 2012
Skills
Bloomberg, Fixed Income, Portfolio Management, Equities, Investments, Derivatives, Financial Modeling, Risk Management, Asset Management, Finance, Relationship Management
Education
The Maharaja Sayajirao University of Baroda 1975 — 1979
Bachelor's degree, Business Administration and Management, General, 4.0
Eaton Vance July 2013 - Present
Eaton Vance November 2012 - Present
Eaton Vance May 2008 - June 2013
State Street June 2007 - May 2008
Skills
Fixed Income, Trading, Alternative Investments, Bonds, Fixed Income Trading, Public Finance, Microsoft Excel, Capital Markets, Economics, Securities, Mutual Funds, Asset Allocation, Investment Management, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Miami 2003 — 2007
BBA, Cum Laude, International Finance and Marketing, Legal Studies
London School of Economics and Political Science 2005 — 2005
BBA, Management, Entrepreneurship
Breckinridge Capital Advisors July 2011 - Present
Columbia Management November 2007 - July 2011
A.G. Edwards & Sons, Inc. May 2006 - November 2007
State Street February 2005 - May 2006
Skills
Bonds, Bloomberg, Excel, Fixed Income, Trading, Asset Management, Capital Markets, Investments, Microsoft Excel, Investment Management, Securities, Investment Strategies
Education
The Johns Hopkins University 1995 — 1999
B.A., Sociology
Delbarton School 1991 — 1995
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
State Street May 1999 - Present
State Street Bank and Trust 1991 - Present
Skills
Problem Solving, Project Coordination, Job Scheduling
Education
The University of Akron
Associates, Computer Science
State Street June 2012 - Present
State Street September 2008 - June 2012
SEI February 2007 - May 2008
Education
Temple University - Fox School of Business and Management 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
The Blakely Lab December 2011 - May 2014
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Ann Taylor June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork
Education
The Johns Hopkins University School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Vanderbilt University 2010 — 2014
Bachelor's Degree, Neuroscience
Walnut Hill School for the Arts 2007 — 2010
Hollister Staffing August 2015 - Present
State Street March 2014 - August 2015
State Street Corp January 2013 - March 2014
State Street Corp September 2011 - March 2014
State Street Corporation April 2010 - September 2011
Brown Brothers Harriman March 2010 - April 2010
Campaign for Working Families February 2008 - May 2008
Temple University September 2007 - December 2007
Skills
Fixed Income, Management, Portfolio Management, Account Reconciliation, Mutual Funds, Financial Services, Investments, Equities, Trading, Securities, Bloomberg, Financial Analysis, Fund Accounting, Derivatives
Education
Temple University 2003 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.14