State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Employee
Years
Job
Industry
Neha Wahid Neha Wahid's State Street Experience September 2014 - Present
Job Fund Administrator at State Street
Industry Accounting
Experience
State Street September 2014 - Present
The University of Kansas January 2014 - June 2014
State Street May 2013 - August 2013
V3 Integrated Marketing Solutions May 2012 - May 2013
KU PRSSA April 2012 - May 2013
Texas Tower PR August 2010 - May 2011
Skills
Customer Service, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel
Education
University of Kansas 2010 — 2014
BS, Accounting
The University of Texas at Austin 2010 — 2011
State Street September 2014 - Present
The University of Kansas January 2014 - June 2014
State Street May 2013 - August 2013
V3 Integrated Marketing Solutions May 2012 - May 2013
KU PRSSA April 2012 - May 2013
Texas Tower PR August 2010 - May 2011
Skills
Customer Service, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel
Education
University of Kansas 2010 — 2014
BS, Accounting
The University of Texas at Austin 2010 — 2011
John Swink John Swink's State Street Experience December 2010 - May 2011
Job Stryker Medical
Industry Medical Devices
Experience
Stryker September 2014 - Present
HMS July 2013 - August 2014
Charles R. Drew University of Medicine and Science April 2012 - March 2013
State Street December 2010 - May 2011
University of Dallas September 2010 - December 2010
University of Dallas September 2010 - December 2010
Johns Hopkins Bloomberg School of Public Health July 2010 - August 2010
Skills
Data Analysis, Research, Tutoring, Microsoft Excel, Clinical Research, Science, Public Speaking, PowerPoint, Scientific Writing, Molecular Genetics, Biochemistry, Microsoft Office, Microsoft Word, Outlook, Customer Service, Healthcare, Human Anatomy, Clinical Trials, Medical Terminology, Surgery, SharePoint, Medical Education, Neuroscience, Grants, Testing, Clinical Data Management, Process Scheduler, Medical Devices, Auditing, Curriculum Design, Western Blotting, RNA Extraction, Blood Typing, Radial Immunoassay, Real Time PCR, Scientific Journal..., Physical Sciences, Cell Biology, Molecular Biology, Pharmacology, Biotechnology, Human Physiology, Immunology, SQL, Teradata, Sales, RNA isolation, SPSS
Education
Charles R. Drew University of Medicine and Science 2011 — 2013
Certificate in Medical Science, Medical Science
The University of Dallas 2007 — 2010
Bachelor of Arts, Biology
Stryker September 2014 - Present
HMS July 2013 - August 2014
Charles R. Drew University of Medicine and Science April 2012 - March 2013
State Street December 2010 - May 2011
University of Dallas September 2010 - December 2010
University of Dallas September 2010 - December 2010
Johns Hopkins Bloomberg School of Public Health July 2010 - August 2010
Skills
Data Analysis, Research, Tutoring, Microsoft Excel, Clinical Research, Science, Public Speaking, PowerPoint, Scientific Writing, Molecular Genetics, Biochemistry, Microsoft Office, Microsoft Word, Outlook, Customer Service, Healthcare, Human Anatomy, Clinical Trials, Medical Terminology, Surgery, SharePoint, Medical Education, Neuroscience, Grants, Testing, Clinical Data Management, Process Scheduler, Medical Devices, Auditing, Curriculum Design, Western Blotting, RNA Extraction, Blood Typing, Radial Immunoassay, Real Time PCR, Scientific Journal..., Physical Sciences, Cell Biology, Molecular Biology, Pharmacology, Biotechnology, Human Physiology, Immunology, SQL, Teradata, Sales, RNA isolation, SPSS
Education
Charles R. Drew University of Medicine and Science 2011 — 2013
Certificate in Medical Science, Medical Science
The University of Dallas 2007 — 2010
Bachelor of Arts, Biology
Brent Garcia Brent Garcia's State Street Experience August 2009 - December 2009
Job Audit Leader at Wells Fargo
Industry Accounting
Experience
Wells Fargo March 2014 - Present
Ernst & Young May 2010 - March 2014
State Street August 2009 - December 2009
Federal Reserve Bank of Minneapolis May 2009 - August 2009
Skills
Financial Reporting, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Project Management, Customer Service, PowerPoint, Strategic Planning, Leadership, Research, Training, HTML, Spanish, Nonprofits
Education
University of Virginia 2010 — 2011
Master of Science (MS), Accounting
University of Kansas 2005 — 2010
Bachelor of Science (BS), Finance, General
The University of Hong Kong 2008 — 2008
Bachelor of Science (BS), International Finance
Universidad de Belgrano 2007 — 2007
Bachelor of Arts (B.A.), Latin American Studies
Wells Fargo March 2014 - Present
Ernst & Young May 2010 - March 2014
State Street August 2009 - December 2009
Federal Reserve Bank of Minneapolis May 2009 - August 2009
Skills
Financial Reporting, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Project Management, Customer Service, PowerPoint, Strategic Planning, Leadership, Research, Training, HTML, Spanish, Nonprofits
Education
University of Virginia 2010 — 2011
Master of Science (MS), Accounting
University of Kansas 2005 — 2010
Bachelor of Science (BS), Finance, General
The University of Hong Kong 2008 — 2008
Bachelor of Science (BS), International Finance
Universidad de Belgrano 2007 — 2007
Bachelor of Arts (B.A.), Latin American Studies
Stefanie Bertcher Stefanie Bertcher's State Street Experience February 2012 - September 2015
Job Vice President of Finance at Carroll Organization
Industry Financial Services
Experience
Carroll Organization September 2015 - Present
State Street February 2012 - September 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley January 2007 - December 2009
Morgan Stanley August 2005 - December 2006
Presidential Financial Corporation December 2002 - August 2005
Balser Companies June 2001 - December 2002
Skills
Real Estate, Financial Analysis, Investor Relations, Investor Reporting, Financial Services
Education
The University of Georgia 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Major GPA: 3.83 / 4.0
Carroll Organization September 2015 - Present
State Street February 2012 - September 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley January 2007 - December 2009
Morgan Stanley August 2005 - December 2006
Presidential Financial Corporation December 2002 - August 2005
Balser Companies June 2001 - December 2002
Skills
Real Estate, Financial Analysis, Investor Relations, Investor Reporting, Financial Services
Education
The University of Georgia 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Major GPA: 3.83 / 4.0
Bob Podany's State Street Experience April 2012 - July 2013
Job Assistant Controller at Security Benefit
Industry Financial Services
Experience
Security Benefit May 2015 - Present
Grant Thornton LLP July 2013 - May 2015
State Street April 2012 - July 2013
Deloitte October 2010 - March 2012
Deloitte January 2009 - September 2010
PricewaterhouseCoopers 2006 - 2008
Price Waterhouse Coopers 2005 - 2005
Skills
External Audit
Education
University of Kansas 2005 — 2006
Masters of Accounting and Information Systems, Accounting
University of Kansas 2001 — 2005
Bachelors of Science, Accounting
Security Benefit May 2015 - Present
Grant Thornton LLP July 2013 - May 2015
State Street April 2012 - July 2013
Deloitte October 2010 - March 2012
Deloitte January 2009 - September 2010
PricewaterhouseCoopers 2006 - 2008
Price Waterhouse Coopers 2005 - 2005
Skills
External Audit
Education
University of Kansas 2005 — 2006
Masters of Accounting and Information Systems, Accounting
University of Kansas 2001 — 2005
Bachelors of Science, Accounting
Charlie Wigger's State Street Experience October 2011 - April 2013
Job Underwriting Analyst at MetLife
Industry Insurance
Experience
MetLife April 2013 - Present
State Street October 2011 - April 2013
Transamerica August 2010 - July 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Insurance, Marketing, Data Analysis, Outlook
Education
University of Kansas 2006 — 2010
BS, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business
MetLife April 2013 - Present
State Street October 2011 - April 2013
Transamerica August 2010 - July 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Insurance, Marketing, Data Analysis, Outlook
Education
University of Kansas 2006 — 2010
BS, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business
Brett Dick's State Street Experience June 2013 - August 2013
Job Tax Associate at BKD LLP
Industry Accounting
Experience
BKD CPAs & Advisors July 2015 - Present
Marks Nelson Vohland Campbell Radetic LLC January 2014 - April 2014
State Street June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking
Education
The University of Kansas 2014 — 2015
Master's degree, Accounting
The University of Kansas 2010 — 2013
Bachelor of Science (B.S.), Accounting
BKD CPAs & Advisors July 2015 - Present
Marks Nelson Vohland Campbell Radetic LLC January 2014 - April 2014
State Street June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking
Education
The University of Kansas 2014 — 2015
Master's degree, Accounting
The University of Kansas 2010 — 2013
Bachelor of Science (B.S.), Accounting
Matt Steinwart's State Street Experience March 2012 - December 2012
Job Trust/Fund Specialist II
Industry Financial Services
Experience
Huntington National Bank March 2015 - Present
Burns & McDonnell March 2014 - January 2015
State Street Bank December 2012 - March 2014
State Street March 2012 - December 2012
Skills
Auditing, Financial Accounting, Business Valuation, Management Accounting, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Finance, Mutual Funds, Bloomberg
Education
The University of Kansas 2005 — 2011
Bachelor of Science, Accounting and Finance Major
Consortium Institute of Management and Business Administration 2009 — 2009
Business Finance
Huntington National Bank March 2015 - Present
Burns & McDonnell March 2014 - January 2015
State Street Bank December 2012 - March 2014
State Street March 2012 - December 2012
Skills
Auditing, Financial Accounting, Business Valuation, Management Accounting, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Finance, Mutual Funds, Bloomberg
Education
The University of Kansas 2005 — 2011
Bachelor of Science, Accounting and Finance Major
Consortium Institute of Management and Business Administration 2009 — 2009
Business Finance
John Sill John Sill's State Street Experience October 2010 - July 2011
Job Associate Legal Counsel at Mariner Holdings
Industry Legal Services
Experience
Mariner Holdings August 2014 - Present
Mariner Holdings January 2014 - July 2014
Kansas City Prosecutor's Office July 2012 - December 2013
State Street October 2010 - July 2011
Beechcraft May 2010 - August 2010
Flint Hills Solutions May 2006 - May 2008
Education
University of Missouri-Kansas City 2011 — 2014
Doctor of Law (JD)
The University of Kansas 2009 — 2011
Master of Business Administration (MBA)
Wichita State University 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Mariner Holdings August 2014 - Present
Mariner Holdings January 2014 - July 2014
Kansas City Prosecutor's Office July 2012 - December 2013
State Street October 2010 - July 2011
Beechcraft May 2010 - August 2010
Flint Hills Solutions May 2006 - May 2008
Education
University of Missouri-Kansas City 2011 — 2014
Doctor of Law (JD)
The University of Kansas 2009 — 2011
Master of Business Administration (MBA)
Wichita State University 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Christopher Petitjean's State Street Experience June 2014 - Present
Job Assistant Director, Officer, State Street Bank & Trust
Industry Accounting
Experience
State Street June 2014 - Present
State Street September 2012 - June 2014
State Street October 2010 - September 2012
PricewaterhouseCoopers January 2009 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, GAAP, Internal Controls, Equities, Mutual Funds, Interviews, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, SEC filings, Sarbanes-Oxley Act, Microsoft Word, Outlook, Financial Accounting, General Ledger, US GAAP, Big 4, Securities, Account Reconciliation, Fund Administration
Education
University of Kansas 2003 — 2008
BS, Business - Accounting
State Street June 2014 - Present
State Street September 2012 - June 2014
State Street October 2010 - September 2012
PricewaterhouseCoopers January 2009 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, GAAP, Internal Controls, Equities, Mutual Funds, Interviews, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, SEC filings, Sarbanes-Oxley Act, Microsoft Word, Outlook, Financial Accounting, General Ledger, US GAAP, Big 4, Securities, Account Reconciliation, Fund Administration
Education
University of Kansas 2003 — 2008
BS, Business - Accounting
Erin Ostgulen's State Street Experience March 2007 - August 2007
Job Owner, Photographer & Designer at Erin Leigh Studio Photography & Design
Industry Architecture & Planning
Experience
Erin Leigh Studio Photography & Design September 2010 - Present
Leavenworth County May 2009 - August 2010
Kansas Geological Survey February 2009 - May 2009
Olsson Associates February 2008 - January 2009
Transportation Research Institute August 2007 - January 2009
State Street March 2007 - August 2007
State Street November 2005 - March 2007
Skills
Economic Development, ArcGIS, Photoshop, Zoning, Land Use, Urban Design, Adobe Creative Suite, Research
Education
The University of Kansas 2007 — 2009
Masters, Urban Planning
The University of Kansas 2001 — 2005
Bachelors, Architectural Studies
Erin Leigh Studio Photography & Design September 2010 - Present
Leavenworth County May 2009 - August 2010
Kansas Geological Survey February 2009 - May 2009
Olsson Associates February 2008 - January 2009
Transportation Research Institute August 2007 - January 2009
State Street March 2007 - August 2007
State Street November 2005 - March 2007
Skills
Economic Development, ArcGIS, Photoshop, Zoning, Land Use, Urban Design, Adobe Creative Suite, Research
Education
The University of Kansas 2007 — 2009
Masters, Urban Planning
The University of Kansas 2001 — 2005
Bachelors, Architectural Studies
Mohab Noaman's State Street Experience December 2010 - April 2011
Job Corporate Tax Analyst
Industry Accounting
Experience
BP February 2014 - Present
Ryan April 2011 - February 2014
State Street December 2010 - April 2011
U.S. Bank 2009 - 2010
Skills
Tax Research, Tax, Tax Advisory, Tax Accounting, International Tax, Corporate Tax, Indirect Taxation, Income Tax, Sales Tax, Tax Law, Accounting, Tax Returns, Financial Reporting, US GAAP, Tax Preparation
Education
University of Kansas 2006 — 2010
B.S., Accounting
BP February 2014 - Present
Ryan April 2011 - February 2014
State Street December 2010 - April 2011
U.S. Bank 2009 - 2010
Skills
Tax Research, Tax, Tax Advisory, Tax Accounting, International Tax, Corporate Tax, Indirect Taxation, Income Tax, Sales Tax, Tax Law, Accounting, Tax Returns, Financial Reporting, US GAAP, Tax Preparation
Education
University of Kansas 2006 — 2010
B.S., Accounting
Johnna Neu's State Street Experience October 2005 - November 2006
Job Retail Construction Project Analyst at CBRE
Industry Real Estate
Experience
CB Richard Ellis November 2006 - Present
State Street October 2005 - November 2006
State Street September 2003 - October 2005
DeMarche Associates Inc October 2001 - August 2003
Skills
Real Estate License, Corporate Real Estate, Project Management, Financial Analysis, Real Estate Development, Project Planning, Real Estate Economics, Portfolio Management
Education
University of Kansas 1996 — 2000
Bachelor of Science, Business Administration and Management, General
CB Richard Ellis November 2006 - Present
State Street October 2005 - November 2006
State Street September 2003 - October 2005
DeMarche Associates Inc October 2001 - August 2003
Skills
Real Estate License, Corporate Real Estate, Project Management, Financial Analysis, Real Estate Development, Project Planning, Real Estate Economics, Portfolio Management
Education
University of Kansas 1996 — 2000
Bachelor of Science, Business Administration and Management, General
Leslie Dicker's State Street Experience April 2002 - December 2008
Job
Industry
Experience
State Street April 2002 - December 2008
DST Systems January 1984 - May 2001
Skills
Investments, PowerPoint, Negotiation, Financial Modeling, Microsoft Word, Private Equity, Microsoft Excel, Budgets, Financial Analysis, Due Diligence, Business Planning, Strategic Planning, Finance, Mergers & Acquisitions, Accounting, Sales, Strategic Financial..., Entrepreneurship, Real Estate, Contract Negotiation, Business Strategy, Business Development, Start-ups, Venture Capital, Small Business, New Business Development, Management
Education
University of Kansas 1979 — 1984
MBA, Finance
State Street April 2002 - December 2008
DST Systems January 1984 - May 2001
Skills
Investments, PowerPoint, Negotiation, Financial Modeling, Microsoft Word, Private Equity, Microsoft Excel, Budgets, Financial Analysis, Due Diligence, Business Planning, Strategic Planning, Finance, Mergers & Acquisitions, Accounting, Sales, Strategic Financial..., Entrepreneurship, Real Estate, Contract Negotiation, Business Strategy, Business Development, Start-ups, Venture Capital, Small Business, New Business Development, Management
Education
University of Kansas 1979 — 1984
MBA, Finance
John Owen's State Street Experience 1999 - 2000
Job Managing Director at Allied Business Group
Industry Investment Banking
Experience
Allied Business Group November 2014 - Present
OrTran, Inc. July 2011 - October 2014
Capitus Group September 2010 - July 2011
Preferred Finance Partners, Inc. (PFP) April 2007 - August 2010
KPMG July 2003 - April 2007
Accenture January 2001 - August 2002
State Street 1999 - 2000
Skills
Business Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Internal Controls, CPA, Auditing, Financial Audits, Accounting, General Ledger, Strategy, Financial Statements, Tax, Leadership, Management, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Planning, Analysis, Financial Reporting
Education
University of Missouri-Kansas City 2002 — 2003
Master of Science, Accounting
The University of Kansas 1995 — 1999
Bachelor of Science, Business Administration with emphasis in Information Systems
Rockhurst High School 1991 — 1995
Allied Business Group November 2014 - Present
OrTran, Inc. July 2011 - October 2014
Capitus Group September 2010 - July 2011
Preferred Finance Partners, Inc. (PFP) April 2007 - August 2010
KPMG July 2003 - April 2007
Accenture January 2001 - August 2002
State Street 1999 - 2000
Skills
Business Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Internal Controls, CPA, Auditing, Financial Audits, Accounting, General Ledger, Strategy, Financial Statements, Tax, Leadership, Management, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Planning, Analysis, Financial Reporting
Education
University of Missouri-Kansas City 2002 — 2003
Master of Science, Accounting
The University of Kansas 1995 — 1999
Bachelor of Science, Business Administration with emphasis in Information Systems
Rockhurst High School 1991 — 1995
Jason Lu, CPA's State Street Experience June 2011 - August 2012
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - Present
State Street June 2011 - August 2012
Skills
Fund Accounting, Financial Statements, Financial Analysis, General Ledger, Bloomberg, Mutual Funds, Auditing, Fund Administration
Education
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting, 3.8
University of Kansas 2006 — 2011
Bachelor of Science, Business, Accounting
Moss Adams LLP September 2012 - Present
State Street June 2011 - August 2012
Skills
Fund Accounting, Financial Statements, Financial Analysis, General Ledger, Bloomberg, Mutual Funds, Auditing, Fund Administration
Education
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting, 3.8
University of Kansas 2006 — 2011
Bachelor of Science, Business, Accounting
Drew Waldron, CFP®'s State Street Experience July 2008 - August 2011
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors Financial Operations / TraderMariner HoldingsAugust 2011 - June 2013
State Street July 2008 - August 2011
Skills
Financial Analysis, Financial Reporting, Risk Management, Mutual Funds, Investments, Accounting, Financial Modeling, Asset Management, Portfolio Management, Strategic Financial...
Education
University of Kansas 2004 — 2008
Bachelor of Science, Finance
Mariner Wealth Advisors Financial Operations / TraderMariner HoldingsAugust 2011 - June 2013
State Street July 2008 - August 2011
Skills
Financial Analysis, Financial Reporting, Risk Management, Mutual Funds, Investments, Accounting, Financial Modeling, Asset Management, Portfolio Management, Strategic Financial...
Education
University of Kansas 2004 — 2008
Bachelor of Science, Finance
Brenda Eakin's State Street Experience January 2013 - August 2013
Job Quality Assurance Analyst at Focused Management Inc.
Industry Information Technology and Services
Experience
Focused Management Inc. June 2014 - Present
State Street January 2013 - August 2013
State Street April 2011 - December 2012
State Street March 2008 - March 2011
Lockton 2006 - 2008
State Street 2003 - 2005
State Street 2000 - 2001
State Street 1998 - 2000
State Street 1985 - 1997
Skills
Budgets, Management, Strategic Planning, Corporate Governance, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Time Management, Mutual Funds, Fixed Income, Leading Change, Operational Efficiency, Internal Controls, Risk Management, Fund Accounting
Education
University of Kansas 1981 — 1985
Bachelor of Science (BS), Business Administration
Hutchinson High School 1977 — 1981
Focused Management Inc. June 2014 - Present
State Street January 2013 - August 2013
State Street April 2011 - December 2012
State Street March 2008 - March 2011
Lockton 2006 - 2008
State Street 2003 - 2005
State Street 2000 - 2001
State Street 1998 - 2000
State Street 1985 - 1997
Skills
Budgets, Management, Strategic Planning, Corporate Governance, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Time Management, Mutual Funds, Fixed Income, Leading Change, Operational Efficiency, Internal Controls, Risk Management, Fund Accounting
Education
University of Kansas 1981 — 1985
Bachelor of Science (BS), Business Administration
Hutchinson High School 1977 — 1981
Mark O'Neil Mark O'Neil's State Street Experience March 2014 - September 2015
Job Manager of Sales and Sales Fulfillment at Pauline
Industry Publishing
Experience
Pauline Books & Media September 2015 - Present
State Street March 2014 - September 2015
Assumption Language Centre August 2011 - August 2012
Jobcentre, Department for Work and Pensions August 2009 - July 2011
Starbucks November 2008 - August 2009
Skills
Proven values-based..., Strong communicator,..., Comfortable working and..., Extensive and valuable..., Teaching, Curriculum Design, Government, Public Sector, Teamwork, Local Government, Report Writing, Works well in a team, Office Administration, Resume Writing, Public Administration, Time Management, Policy, IT skills, Youth Work, Social Skills, Training Delivery, Presenting to Senior..., Human Resources
Education
The University of Edinburgh 2012 — 2013
Master of Science, Management, Course ongoing
The University of Edinburgh 2003 — 2007
Master of Arts (Hons.), Divinity, Degree: Upper Second Class, Dissertation: First Class
Pauline Books & Media September 2015 - Present
State Street March 2014 - September 2015
Assumption Language Centre August 2011 - August 2012
Jobcentre, Department for Work and Pensions August 2009 - July 2011
Starbucks November 2008 - August 2009
Skills
Proven values-based..., Strong communicator,..., Comfortable working and..., Extensive and valuable..., Teaching, Curriculum Design, Government, Public Sector, Teamwork, Local Government, Report Writing, Works well in a team, Office Administration, Resume Writing, Public Administration, Time Management, Policy, IT skills, Youth Work, Social Skills, Training Delivery, Presenting to Senior..., Human Resources
Education
The University of Edinburgh 2012 — 2013
Master of Science, Management, Course ongoing
The University of Edinburgh 2003 — 2007
Master of Arts (Hons.), Divinity, Degree: Upper Second Class, Dissertation: First Class
Brett Boresow's State Street Experience June 2013 - August 2013
Job Analyst at Boresow's Lawn Enforcement
Industry Financial Services
Experience
Boresow's Lawn Enforcement August 2013 - May 2015
Cave August 2013 - June 2014
State Street June 2013 - August 2013
The Jayhawk Cafe October 2010 - April 2013
Northwestern Mutual 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Marketing, Social Media, Sales, Research, Strategic Planning, Team Leadership, Management, Financial Analysis, Access, Accounting, Finance, Analysis
Education
The University of Kansas 2010 — 2014
Bachelor's degree, Finance, General
University of Kansas 2010 — 2014
Bachelor's Degree, Finance
Boresow's Lawn Enforcement August 2013 - May 2015
Cave August 2013 - June 2014
State Street June 2013 - August 2013
The Jayhawk Cafe October 2010 - April 2013
Northwestern Mutual 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Marketing, Social Media, Sales, Research, Strategic Planning, Team Leadership, Management, Financial Analysis, Access, Accounting, Finance, Analysis
Education
The University of Kansas 2010 — 2014
Bachelor's degree, Finance, General
University of Kansas 2010 — 2014
Bachelor's Degree, Finance
Alex Navran's State Street Experience February 2014 - Present
Job AIS Tax Administrator at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
Boston Financial Data Services May 2012 - February 2014
Delta Sigma Pi January 2012 - December 2013
Hen House Market January 2005 - January 2012
Delta Sigma Pi May 2011 - December 2011
Skills
Leadership, Team Leadership, Customer Service, 529 Plans, Microsoft Excel, Microsoft Office, Social Skills, People Skills, Cashiering, Public Speaking, Entrepreneurship, Budgets, Life & Health Insurance...
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance
State Street February 2014 - Present
Boston Financial Data Services May 2012 - February 2014
Delta Sigma Pi January 2012 - December 2013
Hen House Market January 2005 - January 2012
Delta Sigma Pi May 2011 - December 2011
Skills
Leadership, Team Leadership, Customer Service, 529 Plans, Microsoft Excel, Microsoft Office, Social Skills, People Skills, Cashiering, Public Speaking, Entrepreneurship, Budgets, Life & Health Insurance...
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance
Jason Croghan Jason Croghan's State Street Experience January 2008 - March 2010
Job AVP Finance Investment Reporting at Swiss Re
Industry Insurance
Experience
Swiss Re March 2012 - Present
Swiss Re March 2010 - March 2012
State Street January 2008 - March 2010
State Street January 2002 - January 2008
State Street April 2000 - January 2002
State Street June 1999 - April 2000
Jayhawk Spirit May 1996 - July 1999
Skills
Financial Reporting, Investments, Financial Statements, Financial Statement..., Global Custody, Auditing
Education
The University of Kansas 1995 — 1999
Bachelor's Degree, Business Administration - Finance
The University of South Dakota 1994 — 1995
Business Administration and Management, General
Swiss Re March 2012 - Present
Swiss Re March 2010 - March 2012
State Street January 2008 - March 2010
State Street January 2002 - January 2008
State Street April 2000 - January 2002
State Street June 1999 - April 2000
Jayhawk Spirit May 1996 - July 1999
Skills
Financial Reporting, Investments, Financial Statements, Financial Statement..., Global Custody, Auditing
Education
The University of Kansas 1995 — 1999
Bachelor's Degree, Business Administration - Finance
The University of South Dakota 1994 — 1995
Business Administration and Management, General
Marci Bocox's State Street Experience July 2010 - June 2013
Job Investment Accountant at Swiss Re
Industry Financial Services
Experience
Swiss Re June 2013 - Present
State Street July 2010 - June 2013
State Street April 2008 - July 2010
JC Penney May 2004 - April 2008
Skills
Account Reconciliation, Bloomberg, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Banking, Microsoft Excel, Financial Statements, Risk Management, PeopleSoft, Statutory Accounting, General Ledger, General Insurance, Microsoft Word, Microsoft Office, Customer Service, Sales, Sales Management, Retail, Auditing, Training, Management, Analysis
Education
University of Kansas 1999 — 2003
Bachelor of Science, Business Administration; Economics; Finance
Caldwell High School
Swiss Re June 2013 - Present
State Street July 2010 - June 2013
State Street April 2008 - July 2010
JC Penney May 2004 - April 2008
Skills
Account Reconciliation, Bloomberg, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Banking, Microsoft Excel, Financial Statements, Risk Management, PeopleSoft, Statutory Accounting, General Ledger, General Insurance, Microsoft Word, Microsoft Office, Customer Service, Sales, Sales Management, Retail, Auditing, Training, Management, Analysis
Education
University of Kansas 1999 — 2003
Bachelor of Science, Business Administration; Economics; Finance
Caldwell High School
Daniel Wulfkuhle's State Street Experience September 2009 - April 2011
Job System Analyst at Nordstrom
Industry Information Technology and Services
Experience
Nordstrom November 2014 - Present
Nordstrom May 2013 - October 2014
Nordstrom May 2012 - May 2013
Apple Retail August 2010 - May 2012
The Oread Hotel January 2010 - September 2011
State Street September 2009 - April 2011
KU Memorial Unions June 2009 - September 2010
Office of Admissions and Scholarships September 2006 - May 2010
KU Bookstores July 2006 - August 2009
Assurant Employee Benefits June 2008 - August 2008
Skills
Microsoft Office, Customer Relations, Public Speaking, Research, Supervisory Skills, Technical Documentation, Information Technology, Phone Skills, Answering Phones, Customer Service, Leadership, Training, Access, Management, Troubleshooting, Telephone Skills, Time Management, Recruiting, Sales
Education
The University of Kansas 2006 — 2010
Bachelor of Science, Finance
University of Kansas 2006 — 2010
Bachelor of Science, Information Systems
Nordstrom November 2014 - Present
Nordstrom May 2013 - October 2014
Nordstrom May 2012 - May 2013
Apple Retail August 2010 - May 2012
The Oread Hotel January 2010 - September 2011
State Street September 2009 - April 2011
KU Memorial Unions June 2009 - September 2010
Office of Admissions and Scholarships September 2006 - May 2010
KU Bookstores July 2006 - August 2009
Assurant Employee Benefits June 2008 - August 2008
Skills
Microsoft Office, Customer Relations, Public Speaking, Research, Supervisory Skills, Technical Documentation, Information Technology, Phone Skills, Answering Phones, Customer Service, Leadership, Training, Access, Management, Troubleshooting, Telephone Skills, Time Management, Recruiting, Sales
Education
The University of Kansas 2006 — 2010
Bachelor of Science, Finance
University of Kansas 2006 — 2010
Bachelor of Science, Information Systems
Brent Lemieux's State Street Experience January 2011 - May 2011
Job Investment Research Analyst at Windward Private Wealth Management
Industry Investment Management
Experience
Windward Private Wealth Management May 2012 - Present
BKD CPAs & Advisors January 2012 - April 2012
Spinal Simplicity May 2011 - January 2012
The University of Kansas, School of Business January 2010 - December 2011
State Street January 2011 - May 2011
Windward Private Wealth Management Inc July 2010 - August 2010
TOSA Medical Inc May 2009 - December 2009
Jose Pepper's Restaurant May 2008 - December 2008
Skills
Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Time Management, Outlook, Corporate Finance, CPA
Education
University of Kansas 2007 — 2012
Bachelor of Science, Accounting
Windward Private Wealth Management May 2012 - Present
BKD CPAs & Advisors January 2012 - April 2012
Spinal Simplicity May 2011 - January 2012
The University of Kansas, School of Business January 2010 - December 2011
State Street January 2011 - May 2011
Windward Private Wealth Management Inc July 2010 - August 2010
TOSA Medical Inc May 2009 - December 2009
Jose Pepper's Restaurant May 2008 - December 2008
Skills
Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Time Management, Outlook, Corporate Finance, CPA
Education
University of Kansas 2007 — 2012
Bachelor of Science, Accounting
Philip Gill Philip Gill's State Street Experience January 2015 - Present
Job Real Estate Fund Associate at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
State Street June 2014 - August 2014
PVR Research May 2013 - August 2013
ZogSports May 2012 - August 2012
Skills
Real Estate, Fund Accounting, Oracle Financials, Microsoft Technologies, General Ledger, Financial Reporting, Cash Handling, Teamwork, Logical Thinker, Business Understanding, Communication Skills, Friendly Personality, Passion for Helping..., Social Media, Mental Health, Reading, Trivia, Exercise, Sports, Motivation
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance
Northview High School 2008 — 2011
State Street January 2015 - Present
State Street June 2014 - August 2014
PVR Research May 2013 - August 2013
ZogSports May 2012 - August 2012
Skills
Real Estate, Fund Accounting, Oracle Financials, Microsoft Technologies, General Ledger, Financial Reporting, Cash Handling, Teamwork, Logical Thinker, Business Understanding, Communication Skills, Friendly Personality, Passion for Helping..., Social Media, Mental Health, Reading, Trivia, Exercise, Sports, Motivation
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance
Northview High School 2008 — 2011
Betsy Rose, CPA's State Street Experience 2005 - Present
Job Product Management, AVP at Princeton Financial Systems
Industry Financial Services
Experience
Princeton Financial Systems February 2012 - Present
State Street 2005 - Present
State Street 2001 - 2005
DST Systems 1999 - 2001
DST Systems 1988 - 1997
Price Waterhouse May 1985 - May 1988
Skills
Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, Internal Controls, Product Management, Risk Management, SAS70, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting
Education
The University of Kansas 1981 — 1985
Bachelors Degree, Accounting and Business Administration
Princeton Financial Systems February 2012 - Present
State Street 2005 - Present
State Street 2001 - 2005
DST Systems 1999 - 2001
DST Systems 1988 - 1997
Price Waterhouse May 1985 - May 1988
Skills
Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, Internal Controls, Product Management, Risk Management, SAS70, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting
Education
The University of Kansas 1981 — 1985
Bachelors Degree, Accounting and Business Administration
Claire Bruton, CPA Claire Bruton, CPA's State Street Experience May 2014 - November 2014
Job Tax Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US December 2014 - Present
State Street May 2014 - November 2014
KPMG US October 2013 - May 2014
KPMG Deutschland October 2013 - December 2013
KPMG US July 2011 - October 2013
KPMG US June 2010 - August 2010
Williams & Associates May 2010 - July 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, GoSystems, International Tax, Income Tax, Tax Returns, Tax Preparation, Microsoft Office, State Tax
Education
The University of Georgia 2010 — 2011
Master's degree, Taxation
The University of Georgia 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
KPMG US December 2014 - Present
State Street May 2014 - November 2014
KPMG US October 2013 - May 2014
KPMG Deutschland October 2013 - December 2013
KPMG US July 2011 - October 2013
KPMG US June 2010 - August 2010
Williams & Associates May 2010 - July 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, GoSystems, International Tax, Income Tax, Tax Returns, Tax Preparation, Microsoft Office, State Tax
Education
The University of Georgia 2010 — 2011
Master's degree, Taxation
The University of Georgia 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Natalie Grant's State Street Experience January 2003 - October 2004
Job Business Analysis Specialist at Black & Veatch
Industry Construction
Experience
Black & Veatch April 2014 - Present
Bayer HealthCare January 2011 - April 2014
Sprint October 2004 - January 2011
State Street January 2003 - October 2004
Skills
Accruals, Sarbanes-Oxley, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Invoicing, Quicken, Financial Systems, PowerPoint, Project Analysis, Business Intelligence, Financial Reporting, Variance Analysis, PeopleSoft, Process Improvement, Finance, Budgets, Auditing, Accounting, Data Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Webster University 2004 — 2007
MBA, Business Administration, Finance Emphasis
The University of Kansas 1997 — 2002
BS, Business Administration
Black & Veatch April 2014 - Present
Bayer HealthCare January 2011 - April 2014
Sprint October 2004 - January 2011
State Street January 2003 - October 2004
Skills
Accruals, Sarbanes-Oxley, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Invoicing, Quicken, Financial Systems, PowerPoint, Project Analysis, Business Intelligence, Financial Reporting, Variance Analysis, PeopleSoft, Process Improvement, Finance, Budgets, Auditing, Accounting, Data Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Webster University 2004 — 2007
MBA, Business Administration, Finance Emphasis
The University of Kansas 1997 — 2002
BS, Business Administration
Leslie Ortega's State Street Experience September 2007 - September 2008
Job Investor Reporting Analyst III at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital March 2014 - Present
KeyBank Real Estate Capital August 2012 - Present
KeyBank Real Estate Capital September 2008 - Present
State Street September 2007 - September 2008
Douglas County Bank April 2007 - April 2007
HyVee August 2004 - April 2006
Applebee's Grill and Bar August 2000 - May 2004
Skills
CMBS, Loans, Underwriting, Accounting, Securities, Loan Servicing, Credit, Portfolio Management, Banking, Investments, Training, Leadership, Management, Cash Management, Financial Analysis, Credit Analysis, Investment Properties, Customer Service, Account Reconciliation, Commercial Mortgages, Real Estate Development, Real Estate, Finance, Mortgage Lending
Education
The University of Kansas 2000 — 2005
Bachelors, Economics
KeyBank Real Estate Capital March 2014 - Present
KeyBank Real Estate Capital August 2012 - Present
KeyBank Real Estate Capital September 2008 - Present
State Street September 2007 - September 2008
Douglas County Bank April 2007 - April 2007
HyVee August 2004 - April 2006
Applebee's Grill and Bar August 2000 - May 2004
Skills
CMBS, Loans, Underwriting, Accounting, Securities, Loan Servicing, Credit, Portfolio Management, Banking, Investments, Training, Leadership, Management, Cash Management, Financial Analysis, Credit Analysis, Investment Properties, Customer Service, Account Reconciliation, Commercial Mortgages, Real Estate Development, Real Estate, Finance, Mortgage Lending
Education
The University of Kansas 2000 — 2005
Bachelors, Economics
Bill Okvist Bill Okvist's State Street Experience January 2015 - Present
Job Associate II at State Street
Industry Accounting
Experience
State Street January 2015 - Present
Enterprise Holdings August 2014 - December 2014
Enterprise Holdings July 2013 - August 2014
Enterprise Holdings June 2012 - June 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Microsoft Excel, Financial Statements, Microsoft Office, Microsoft Word, Accounts Payable, PowerPoint, General Ledger, Forecasting, Journal Entries, Internal Controls, Outlook, Customer Service, Data Analysis, Teamwork, Time Management, Analysis
Education
The University of Georgia 2011 — 2012
Master of Accountancy, Audit
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Accounting
State Street January 2015 - Present
Enterprise Holdings August 2014 - December 2014
Enterprise Holdings July 2013 - August 2014
Enterprise Holdings June 2012 - June 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Microsoft Excel, Financial Statements, Microsoft Office, Microsoft Word, Accounts Payable, PowerPoint, General Ledger, Forecasting, Journal Entries, Internal Controls, Outlook, Customer Service, Data Analysis, Teamwork, Time Management, Analysis
Education
The University of Georgia 2011 — 2012
Master of Accountancy, Audit
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Accounting
Maureen Burns's State Street Experience July 2015 - Present
Job Client Service Operations Specialist | Relationship Management, State Street Corporation
Industry Investment Banking
Experience
State Street July 2015 - Present
UC Davis, Intercollegiate Athletics Ticket Office September 2012 - June 2015
Carmel Valley Coffee Roasting Company April 2010 - September 2014
Garamendi for Congress May 2014 - June 2014
Office of the Governor, California State capital September 2013 - March 2014
Skills
Customer Service, Time Management, Economics, Leadership, Teamwork, Writing, Communication, Social Media, Sales, Critical Thinking, Microsoft Word, Microsoft Excel
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
The University of Edinburgh
Economics
State Street July 2015 - Present
UC Davis, Intercollegiate Athletics Ticket Office September 2012 - June 2015
Carmel Valley Coffee Roasting Company April 2010 - September 2014
Garamendi for Congress May 2014 - June 2014
Office of the Governor, California State capital September 2013 - March 2014
Skills
Customer Service, Time Management, Economics, Leadership, Teamwork, Writing, Communication, Social Media, Sales, Critical Thinking, Microsoft Word, Microsoft Excel
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
The University of Edinburgh
Economics
Dexter Smizer's State Street Experience January 2014 - January 2015
Job Manager at Freddy's Frozen Custard & Steakburgers
Industry Accounting
Experience
Freddy's Frozen Custard & Steakburgers June 2015 - Present
State and Local Tax Solutions (SALT Solutions) January 2015 - May 2015
State Street January 2014 - January 2015
Myers Liquor May 2012 - January 2014
The Cave Night Club February 2010 - May 2012
Skills
Sales, Guest Service Management, Customer Service, Management, Customer Satisfaction, Event Management, Employee Training, Time Management, Access, Microsoft Excel, Financial Analysis, Credit, PowerPoint, Facebook, Banquets
Education
University of Kansas 2008 — 2013
Bachelor of General Studies, Economics
Freddy's Frozen Custard & Steakburgers June 2015 - Present
State and Local Tax Solutions (SALT Solutions) January 2015 - May 2015
State Street January 2014 - January 2015
Myers Liquor May 2012 - January 2014
The Cave Night Club February 2010 - May 2012
Skills
Sales, Guest Service Management, Customer Service, Management, Customer Satisfaction, Event Management, Employee Training, Time Management, Access, Microsoft Excel, Financial Analysis, Credit, PowerPoint, Facebook, Banquets
Education
University of Kansas 2008 — 2013
Bachelor of General Studies, Economics
Lisa Hetrick's State Street Experience January 2012 - May 2012
Job Teller at Landmark National Bank
Industry Banking
Experience
The University of Kansas July 2014 - Present
Landmark national bank July 2013 - Present
hetrick air services April 2006 - Present
The University of Kansas May 2014 - July 2014
Princeton childrens center January 2013 - June 2013
Dccca March 2011 - January 2013
State Street January 2012 - May 2012
Penny annies July 2006 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Customer Service, Social Media, Inventory Management, Volunteer Management, Financial Services, Microsoft Word, Banking, Data Entry, Teamwork, Office Administration
Education
University of Kansas 2009 — 2013
business administration
The University of Kansas July 2014 - Present
Landmark national bank July 2013 - Present
hetrick air services April 2006 - Present
The University of Kansas May 2014 - July 2014
Princeton childrens center January 2013 - June 2013
Dccca March 2011 - January 2013
State Street January 2012 - May 2012
Penny annies July 2006 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Customer Service, Social Media, Inventory Management, Volunteer Management, Financial Services, Microsoft Word, Banking, Data Entry, Teamwork, Office Administration
Education
University of Kansas 2009 — 2013
business administration
Alexa Cole's State Street Experience March 2014 - Present
Job Client Operations Administrator, Associate II
Industry Accounting
Experience
State Street March 2014 - Present
State Street November 2012 - March 2014
Six Mile Tavern June 2011 - November 2012
Stevens & Brand LLP May 2012 - September 2012
Roark & Associates, P.A. January 2012 - May 2012
University of Kansas Anderson Family Football Complex May 2009 - May 2012
Skills
Highly detail oriented, Organization, Work in A Fast Paced..., Time Management, Microsoft Word, Microsoft Excel, Social Media, Delivering Exceptional..., Teamwork, Customer Service
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Accounting
State Street March 2014 - Present
State Street November 2012 - March 2014
Six Mile Tavern June 2011 - November 2012
Stevens & Brand LLP May 2012 - September 2012
Roark & Associates, P.A. January 2012 - May 2012
University of Kansas Anderson Family Football Complex May 2009 - May 2012
Skills
Highly detail oriented, Organization, Work in A Fast Paced..., Time Management, Microsoft Word, Microsoft Excel, Social Media, Delivering Exceptional..., Teamwork, Customer Service
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Accounting
Brian Gillig's State Street Experience June 1992 - October 1997
Job Consulting Manager Business Transformation at McGladrey
Industry Accounting
Experience
McGladrey March 2005 - Present
Capgemini Ernst & Young January 2001 - February 2005
U.S. Central Credit Union October 1997 - December 2000
State Street June 1992 - October 1997
Skills
Business Analysis, Process Improvement, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Accounting, Business Process..., Internal Controls, Management Consulting, Risk Management, Internal Audit, Business Planning, Management, Project Management, Financial Services, Project Planning, Consulting, IT Audit, Enterprise Risk..., Budgets, Quality Assurance, Insurance Policy..., LIDP Administrator, Sourcing, Oracle E-Procurement, Vendor Management, Strategic Sourcing, Deltek
Education
The University of Kansas 1987 — 1991
BS, Business Administration and Accounting
Winfield High School 1982 — 1986
McGladrey March 2005 - Present
Capgemini Ernst & Young January 2001 - February 2005
U.S. Central Credit Union October 1997 - December 2000
State Street June 1992 - October 1997
Skills
Business Analysis, Process Improvement, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Accounting, Business Process..., Internal Controls, Management Consulting, Risk Management, Internal Audit, Business Planning, Management, Project Management, Financial Services, Project Planning, Consulting, IT Audit, Enterprise Risk..., Budgets, Quality Assurance, Insurance Policy..., LIDP Administrator, Sourcing, Oracle E-Procurement, Vendor Management, Strategic Sourcing, Deltek
Education
The University of Kansas 1987 — 1991
BS, Business Administration and Accounting
Winfield High School 1982 — 1986
Derek McCallum Derek McCallum's State Street Experience July 2009 - November 2010
Job Loan Servicing Analyst III Complex Loan Administration at PNC
Industry Financial Services
Experience
PNC October 2013 - Present
Universidad Católica San Pablo July 2012 - July 2013
Extreme Superior English Alliance April 2011 - April 2012
Collective Brands, Inc. November 2010 - February 2011
State Street July 2009 - November 2010
State Street June 2007 - July 2009
Tax Clinic, Inc. (Jackson Hewitt Tax Services) December 2006 - April 2007
Costa Rican Vacations May 2006 - August 2006
Tax Clinic, Inc. (Jackson Hewitt Tax Services) December 2005 - April 2006
U.S. Bank August 2005 - December 2005
Skills
Forecasting, Account Reconciliation, Corporate Finance, Financial Analysis, General Ledger, Bilingual-English/Spanis..., Translation, Public Speaking, Microsoft Excel, Planning Budgeting &..., Journal Entries, Invoice Processing, Invoice Verification, Microsoft Word, PowerPoint, Access Database, Mutual Fund Accounting, Cost Variance Analysis, Cash Reconciliations, Asset Reconciliations, Enterprise! Loan...
Education
University of Missouri-Kansas City 2004 — 2008
Master of Science (M.S.), Accounting
University of Kansas 2000 — 2004
Bachelor of Arts, Spanish
Rockhurst High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PNC October 2013 - Present
Universidad Católica San Pablo July 2012 - July 2013
Extreme Superior English Alliance April 2011 - April 2012
Collective Brands, Inc. November 2010 - February 2011
State Street July 2009 - November 2010
State Street June 2007 - July 2009
Tax Clinic, Inc. (Jackson Hewitt Tax Services) December 2006 - April 2007
Costa Rican Vacations May 2006 - August 2006
Tax Clinic, Inc. (Jackson Hewitt Tax Services) December 2005 - April 2006
U.S. Bank August 2005 - December 2005
Skills
Forecasting, Account Reconciliation, Corporate Finance, Financial Analysis, General Ledger, Bilingual-English/Spanis..., Translation, Public Speaking, Microsoft Excel, Planning Budgeting &..., Journal Entries, Invoice Processing, Invoice Verification, Microsoft Word, PowerPoint, Access Database, Mutual Fund Accounting, Cost Variance Analysis, Cash Reconciliations, Asset Reconciliations, Enterprise! Loan...
Education
University of Missouri-Kansas City 2004 — 2008
Master of Science (M.S.), Accounting
University of Kansas 2000 — 2004
Bachelor of Arts, Spanish
Rockhurst High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kristen Sheahan's State Street Experience May 2015 - Present
Job State Street Bank and Trust
Industry Financial Services
Experience
State Street May 2015 - Present
State Street January 2012 - May 2015
Emprise Bank August 2009 - January 2012
Claire's Accessories June 2008 - August 2009
Skills
Banking, Microsoft Excel, Customer Service, Research, Team Leadership, Teamwork, Public Speaking
Education
Baker University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Kansas 2008 — 2012
Bachelor of Arts in Psychology, Psychology, Business
State Street May 2015 - Present
State Street January 2012 - May 2015
Emprise Bank August 2009 - January 2012
Claire's Accessories June 2008 - August 2009
Skills
Banking, Microsoft Excel, Customer Service, Research, Team Leadership, Teamwork, Public Speaking
Education
Baker University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Kansas 2008 — 2012
Bachelor of Arts in Psychology, Psychology, Business
Brent Behrens's State Street Experience May 2003 - May 2005
Job Director, Financial Operations at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors May 2005 - Present
State Street May 2003 - May 2005
Education
University of Kansas 1998 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Tortoise Capital Advisors May 2005 - Present
State Street May 2003 - May 2005
Education
University of Kansas 1998 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Jon Hiatt's State Street Experience January 2013 - March 2014
Job Technical Solution Analyst at Cerner Corporation
Industry Marketing and Advertising
Experience
Cerner Corporation March 2014 - Present
State Street January 2013 - March 2014
Adecco @ Google June 2012 - November 2012
Adecco @ Google September 2011 - June 2012
Gunter Corp. May 2008 - July 2011
University of Kansas January 2009 - May 2010
McKeever's Price Chopper February 2002 - December 2007
Skills
Marketing, Social Media, Sales, Customer Relations, CRM, Microsoft Office, Team Management, Google Products, Social Media Strategy, Community Relationship..., Marketing Event Planning, Event Marketing Strategy, Marketing Strategy, Mass Hiring, Customer Service, Google Adwords, Mutual Funds, Financial Accounting, Training, Fundsuite, Advertising, Marketing Communications, Social Media Marketing, Healthcare Information..., Information Technology
Education
The University of Kansas 2008 — 2011
Business, Marketing
Blue Valley West 2004 — 2007
Cerner Corporation March 2014 - Present
State Street January 2013 - March 2014
Adecco @ Google June 2012 - November 2012
Adecco @ Google September 2011 - June 2012
Gunter Corp. May 2008 - July 2011
University of Kansas January 2009 - May 2010
McKeever's Price Chopper February 2002 - December 2007
Skills
Marketing, Social Media, Sales, Customer Relations, CRM, Microsoft Office, Team Management, Google Products, Social Media Strategy, Community Relationship..., Marketing Event Planning, Event Marketing Strategy, Marketing Strategy, Mass Hiring, Customer Service, Google Adwords, Mutual Funds, Financial Accounting, Training, Fundsuite, Advertising, Marketing Communications, Social Media Marketing, Healthcare Information..., Information Technology
Education
The University of Kansas 2008 — 2011
Business, Marketing
Blue Valley West 2004 — 2007
Brian Conklin's State Street Experience August 2011 - May 2014
Job Robert Half Management Resouces Client Service Director
Industry Staffing and Recruiting
Experience
Robert Half July 2015 - Present
PlattForm May 2014 - July 2015
State Street August 2011 - May 2014
Watco May 2011 - August 2011
Euronet Worldwide January 2008 - May 2011
Skills
Financial Analysis, Mutual Funds, Finance, Fund Accounting, Financial Reporting, Accounting, Financial Modeling, Equities, Securities, Investments, Financial Services
Education
University of Kansas 2003 — 2006
Bachelor of Science, Finance
Robert Half July 2015 - Present
PlattForm May 2014 - July 2015
State Street August 2011 - May 2014
Watco May 2011 - August 2011
Euronet Worldwide January 2008 - May 2011
Skills
Financial Analysis, Mutual Funds, Finance, Fund Accounting, Financial Reporting, Accounting, Financial Modeling, Equities, Securities, Investments, Financial Services
Education
University of Kansas 2003 — 2006
Bachelor of Science, Finance
David Maul's State Street Experience May 2015 - Present
Job Assistant Director, Officer of Fund Administration
Industry Financial Services
Experience
State Street May 2015 - Present
Janus Capital Group January 2015 - May 2015
Janus Capital Group September 2013 - December 2014
Janus Capital Group November 2011 - September 2013
State Street Bank February 2010 - November 2011
State Street Bank January 2008 - February 2010
Skills
Financial Accounting, Sales Support, Fund Accounting, Financial Reporting, Reporting & Analysis, Advertising Sales, Customer Relations, Customer Service, Customer Satisfaction, Bloomberg, Mutual Funds, Investments, Securities, Account Reconciliation, Financial Services, Accounting, Fixed Income, Corporate Actions, Equities, Analysis, Finance, Valuation, Asset Management, Microsoft Excel, Derivatives
Education
Baker University 2009 — 2010
MBA, Business
University of Kansas 2003 — 2007
Bachelors of Science in Marketing with a Concentration in Sports Sciences, Marketing
State Street May 2015 - Present
Janus Capital Group January 2015 - May 2015
Janus Capital Group September 2013 - December 2014
Janus Capital Group November 2011 - September 2013
State Street Bank February 2010 - November 2011
State Street Bank January 2008 - February 2010
Skills
Financial Accounting, Sales Support, Fund Accounting, Financial Reporting, Reporting & Analysis, Advertising Sales, Customer Relations, Customer Service, Customer Satisfaction, Bloomberg, Mutual Funds, Investments, Securities, Account Reconciliation, Financial Services, Accounting, Fixed Income, Corporate Actions, Equities, Analysis, Finance, Valuation, Asset Management, Microsoft Excel, Derivatives
Education
Baker University 2009 — 2010
MBA, Business
University of Kansas 2003 — 2007
Bachelors of Science in Marketing with a Concentration in Sports Sciences, Marketing
Kurt Krug's State Street Experience July 2001 - December 2010
Job Business Development Analyst at Security Benefit
Industry Computer Software
Experience
Security Benefit April 2011 - Present
State Street July 2001 - December 2010
State Street July 2001 - December 2010
DST Systems August 1989 - July 2001
Skills
Usability Testing, Usability, Heuristic Evaluation, User-centered Design, Contextual Inquiry, Human Factors, Requirements Gathering, Business Analysis, Lean Six Sigma -..., Lean Six Sigma -..., Data Conversion, Mobile Applications, User Experience, Wireframes
Education
University of Kansas
B.S. Business Administration, Business Administration
Security Benefit April 2011 - Present
State Street July 2001 - December 2010
State Street July 2001 - December 2010
DST Systems August 1989 - July 2001
Skills
Usability Testing, Usability, Heuristic Evaluation, User-centered Design, Contextual Inquiry, Human Factors, Requirements Gathering, Business Analysis, Lean Six Sigma -..., Lean Six Sigma -..., Data Conversion, Mobile Applications, User Experience, Wireframes
Education
University of Kansas
B.S. Business Administration, Business Administration
Katharine Stanton's State Street Experience January 2015 - May 2015
Job Staff Auditor at Walmart
Industry Retail
Experience
Walmart June 2015 - Present
State Street January 2015 - May 2015
Walmart May 2014 - August 2014
RTS Financial August 2013 - February 2014
Waddell & Reed May 2013 - August 2013
Boston Financial Data Services March 2011 - May 2013
University of Nebraska-Lincoln August 2010 - December 2010
Skills
Accounting, Financial Analysis, Time Management, Microsoft Excel, Investments, Mutual Funds, Microsoft Office, Analysis, Customer Service, Account Reconciliation, Due Diligence, Pivot Tables, Internal Audit, Auditing, Internal Controls, Finance
Education
University of Kansas 2011 — 2015
BSB, Accounting
Walmart June 2015 - Present
State Street January 2015 - May 2015
Walmart May 2014 - August 2014
RTS Financial August 2013 - February 2014
Waddell & Reed May 2013 - August 2013
Boston Financial Data Services March 2011 - May 2013
University of Nebraska-Lincoln August 2010 - December 2010
Skills
Accounting, Financial Analysis, Time Management, Microsoft Excel, Investments, Mutual Funds, Microsoft Office, Analysis, Customer Service, Account Reconciliation, Due Diligence, Pivot Tables, Internal Audit, Auditing, Internal Controls, Finance
Education
University of Kansas 2011 — 2015
BSB, Accounting
David Lembke's State Street Experience September 1996 - August 2002
Job Sr. Manager IT Operations at KGP Logistics
Industry Telecommunications
Experience
KGP Logistics May 2014 - Present
UMB Bank July 2013 - May 2014
Ascension Insurance, Inc. August 2009 - March 2013
Polsinelli April 2003 - July 2009
State Street September 1996 - August 2002
Gardere Wynne Sewell LLP January 1995 - August 1996
Fina Oil & Chemical January 1990 - January 1995
Mobil Oil May 1984 - January 1990
Skills
Information Technology, Telecommunications, IT Strategy, Disaster Recovery, IT Management, Vendor Management, Active Directory, System Administration, Virtualization, VMware, Security, Windows Server, Cisco Technologies, System Deployment, Windows 7, Project Portfolio..., Integration, Project Management, SharePoint, Data Center, Business Continuity, Network Administration, Microsoft Exchange, Troubleshooting, Document Management, Cloud Computing, IT Operations, Infrastructure, Information Security, Technical Support, WAN, Networking, Storage, Storage Area Networks, SAN, Servers, Program Management
Education
University of Kansas 1980 — 1984
Bachelor of Science, Accounting
University of Kansas 1980 — 1984
Bachelor of Science, Business Administration
Shawnee Mission West High School 1976 — 1980
General, General
KGP Logistics May 2014 - Present
UMB Bank July 2013 - May 2014
Ascension Insurance, Inc. August 2009 - March 2013
Polsinelli April 2003 - July 2009
State Street September 1996 - August 2002
Gardere Wynne Sewell LLP January 1995 - August 1996
Fina Oil & Chemical January 1990 - January 1995
Mobil Oil May 1984 - January 1990
Skills
Information Technology, Telecommunications, IT Strategy, Disaster Recovery, IT Management, Vendor Management, Active Directory, System Administration, Virtualization, VMware, Security, Windows Server, Cisco Technologies, System Deployment, Windows 7, Project Portfolio..., Integration, Project Management, SharePoint, Data Center, Business Continuity, Network Administration, Microsoft Exchange, Troubleshooting, Document Management, Cloud Computing, IT Operations, Infrastructure, Information Security, Technical Support, WAN, Networking, Storage, Storage Area Networks, SAN, Servers, Program Management
Education
University of Kansas 1980 — 1984
Bachelor of Science, Accounting
University of Kansas 1980 — 1984
Bachelor of Science, Business Administration
Shawnee Mission West High School 1976 — 1980
General, General
Laura Haught's State Street Experience January 2004 - June 2007
Job Merchandising Associate at Lee Jeans
Industry Apparel & Fashion
Experience
VF Corporation March 2011 - Present
Haught Style Boutique October 2007 - February 2011
State Street January 2004 - June 2007
Skills
Fashion, Merchandising, Apparel, Commercialization, Marketing, Customer Service, Retail, Sales, Social Media, Social Media Marketing, Visual Merchandising, Microsoft Office, Product Development, Social Networking, Marketing Strategy, Management, CRM, E-commerce, Denim, Marketing Communications, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Budgets, Public Speaking, Brand Management, Business Development, Market Research, Outlook, Access, Trend Analysis, Trend, Facebook, Strategy, Wovens, Leadership, Public Relations, Inventory Management, Account Management, Illustrator, Team Leadership, New Business Development, Sales Presentations, Entrepreneurship, Email Marketing, Wholesale, InDesign, Business Strategy, Adobe Creative Suite
Education
The University of Kansas 2000 — 2003
Bachelor’s Degree, Business Admin - Finance
VF Corporation March 2011 - Present
Haught Style Boutique October 2007 - February 2011
State Street January 2004 - June 2007
Skills
Fashion, Merchandising, Apparel, Commercialization, Marketing, Customer Service, Retail, Sales, Social Media, Social Media Marketing, Visual Merchandising, Microsoft Office, Product Development, Social Networking, Marketing Strategy, Management, CRM, E-commerce, Denim, Marketing Communications, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Budgets, Public Speaking, Brand Management, Business Development, Market Research, Outlook, Access, Trend Analysis, Trend, Facebook, Strategy, Wovens, Leadership, Public Relations, Inventory Management, Account Management, Illustrator, Team Leadership, New Business Development, Sales Presentations, Entrepreneurship, Email Marketing, Wholesale, InDesign, Business Strategy, Adobe Creative Suite
Education
The University of Kansas 2000 — 2003
Bachelor’s Degree, Business Admin - Finance
Julie Niggle's State Street Experience June 2008 - December 2009
Job Consumer Marketing Manager at Baxalta
Industry Pharmaceuticals
Experience
Baxalta July 2015 - Present
Baxter International Inc. August 2014 - Present
Intouch Solutions December 2013 - August 2014
Intouch Solutions August 2011 - December 2013
Intouch Solutions January 2010 - July 2011
State Street June 2008 - December 2009
Lifestylez Productions May 2007 - March 2008
Ticketmaster Entertainment May 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Silverpop, Email Marketing, Website Development, Microsoft Word, Microsoft Excel, Digital Marketing, Integrated Marketing, Website Management, Web Analytics, Data Analysis, Banner Ads, Word, Excel, Digital Strategy, Online Advertising, Interactive Marketing, Google Analytics, Social Media, CRM, Business Development, Event Management, Management, Social Media Marketing, Advertising, New Business Development, Sales, Marketing Communications, Online Marketing, Marketing, Account Management, Marketing Strategy, Leadership, Customer Service, Strategy, Strategic Planning
Education
The University of Kansas 2004 — 2008
Bachelor of Science, Marketing
Baxalta July 2015 - Present
Baxter International Inc. August 2014 - Present
Intouch Solutions December 2013 - August 2014
Intouch Solutions August 2011 - December 2013
Intouch Solutions January 2010 - July 2011
State Street June 2008 - December 2009
Lifestylez Productions May 2007 - March 2008
Ticketmaster Entertainment May 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Silverpop, Email Marketing, Website Development, Microsoft Word, Microsoft Excel, Digital Marketing, Integrated Marketing, Website Management, Web Analytics, Data Analysis, Banner Ads, Word, Excel, Digital Strategy, Online Advertising, Interactive Marketing, Google Analytics, Social Media, CRM, Business Development, Event Management, Management, Social Media Marketing, Advertising, New Business Development, Sales, Marketing Communications, Online Marketing, Marketing, Account Management, Marketing Strategy, Leadership, Customer Service, Strategy, Strategic Planning
Education
The University of Kansas 2004 — 2008
Bachelor of Science, Marketing
Darren Griffith's State Street Experience March 2001 - October 2003
Job District Sales Manager at Shredit USA
Industry Business Supplies and Equipment
Experience
Shred-it October 2003 - Present
State Street March 2001 - October 2003
Atlanta Falcons July 1999 - April 2001
Skills
Cold Calling, Account Management, Sales, Customer Service, Sales Management, New Business Development, Team Building, Strategic Planning, Budgets, Customer Satisfaction, Customer Retention, Coaching, Direct Sales, Mutual Funds, Business Development, Contract Negotiation, Marketing, Sales Operations, B2B, Selling, Networking, Solution Selling, Sales Presentations, Lead Generation, Sales Process, CRM, Key Account Management, Leadership, P&L Management, Training, Salesforce.com, Management, Marketing Strategy, Relationship Building, Operations Management, Negotiation
Education
University of Kansas
Bachelor of Science, Education
Yates Center High School
High School, General
Shred-it October 2003 - Present
State Street March 2001 - October 2003
Atlanta Falcons July 1999 - April 2001
Skills
Cold Calling, Account Management, Sales, Customer Service, Sales Management, New Business Development, Team Building, Strategic Planning, Budgets, Customer Satisfaction, Customer Retention, Coaching, Direct Sales, Mutual Funds, Business Development, Contract Negotiation, Marketing, Sales Operations, B2B, Selling, Networking, Solution Selling, Sales Presentations, Lead Generation, Sales Process, CRM, Key Account Management, Leadership, P&L Management, Training, Salesforce.com, Management, Marketing Strategy, Relationship Building, Operations Management, Negotiation
Education
University of Kansas
Bachelor of Science, Education
Yates Center High School
High School, General
Jessica Schubel's State Street Experience July 2007 - March 2011
Job VP, Compliance Manager / Fund Secretary at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2011 - Present
State Street July 2007 - March 2011
State Street September 2004 - July 2007
Kris-Leigh Assisted Living, L.L.C. August 2000 - December 2001
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Services, Equities, Asset Management, Compliance, Investment Advisor...
Education
University of Kansas
Bachelor of Business Administration with Political Science Concentration
Scout Investments March 2011 - Present
State Street July 2007 - March 2011
State Street September 2004 - July 2007
Kris-Leigh Assisted Living, L.L.C. August 2000 - December 2001
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Services, Equities, Asset Management, Compliance, Investment Advisor...
Education
University of Kansas
Bachelor of Business Administration with Political Science Concentration
Chelsea Young, AICP Chelsea Young, AICP's State Street Experience February 2006 - July 2006
Job Project Manager
Industry Architecture & Planning
Experience
Jones & Carter, Inc. January 2015 - Present
Houston-Galveston Area Council November 2011 - November 2013
Houston-Galveston Area Council October 2010 - November 2011
Parsons Brinckerhoff June 2008 - October 2010
RS&H January 2008 - May 2008
BNSF Railway May 2007 - August 2007
State Street February 2006 - July 2006
ABLE Incorporated August 2005 - February 2006
Skills
Transportation Planning, General Public, Environmental Planning, Urban Planning, Transportation, Land Use Planning, Comprehensive Planning, ArcGIS, GIS, Research, Environmental Awareness, ESRI, Sustainability, Land Use, Project Planning, Regional Planning, Economic Development, Community Development, Transit-oriented..., Feasibility Studies, Project Management, Public Policy, Policy Analysis, Spatial Analysis, Urban, Local Government, Government, Environmental Policy, Proposal Writing, Sustainable Design, Community Engagement, Planning, Policy, Community Outreach
Education
The University of Texas at Austin 2006 — 2008
MS, Community & Regional Planning
The University of Kansas 2001 — 2005
BA, Architectural Studies
Jones & Carter, Inc. January 2015 - Present
Houston-Galveston Area Council November 2011 - November 2013
Houston-Galveston Area Council October 2010 - November 2011
Parsons Brinckerhoff June 2008 - October 2010
RS&H January 2008 - May 2008
BNSF Railway May 2007 - August 2007
State Street February 2006 - July 2006
ABLE Incorporated August 2005 - February 2006
Skills
Transportation Planning, General Public, Environmental Planning, Urban Planning, Transportation, Land Use Planning, Comprehensive Planning, ArcGIS, GIS, Research, Environmental Awareness, ESRI, Sustainability, Land Use, Project Planning, Regional Planning, Economic Development, Community Development, Transit-oriented..., Feasibility Studies, Project Management, Public Policy, Policy Analysis, Spatial Analysis, Urban, Local Government, Government, Environmental Policy, Proposal Writing, Sustainable Design, Community Engagement, Planning, Policy, Community Outreach
Education
The University of Texas at Austin 2006 — 2008
MS, Community & Regional Planning
The University of Kansas 2001 — 2005
BA, Architectural Studies
Alexander Natola Alexander Natola's State Street Experience September 2013 - November 2013
Job Marketing BBA
Industry Marketing and Advertising
Experience
Senator Elizabeth Warren Springfield Regional Office May 2014 - August 2014
The Scottish Parliament January 2014 - May 2014
State Street September 2013 - November 2013
Congressman Jim McGovern Leominster District Office May 2013 - August 2013
Esente Music Group June 2012 - August 2012
Skills
Event Planning, Teamwork, PowerPoint, Negotiation, Microsoft Office, Time Management, Editing, Business Savvy, Marketing Strategy, Logistics, Reasoning Skills, Public Speaking, International Relations, Social Media Marketing, Leadership, Policy, Google Adwords
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
The University of Edinburgh
Political Science and Government
Senator Elizabeth Warren Springfield Regional Office May 2014 - August 2014
The Scottish Parliament January 2014 - May 2014
State Street September 2013 - November 2013
Congressman Jim McGovern Leominster District Office May 2013 - August 2013
Esente Music Group June 2012 - August 2012
Skills
Event Planning, Teamwork, PowerPoint, Negotiation, Microsoft Office, Time Management, Editing, Business Savvy, Marketing Strategy, Logistics, Reasoning Skills, Public Speaking, International Relations, Social Media Marketing, Leadership, Policy, Google Adwords
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
The University of Edinburgh
Political Science and Government
Blaine Gambrel Blaine Gambrel's State Street Experience August 2010 - June 2011
Job Designer at clark | huesemann
Industry Architecture & Planning
Experience
clark huesemann August 2015 - Present
HAENGLIM September 2014 - December 2014
Heerim Architects & Planners June 2014 - August 2014
US Bank January 2012 - June 2012
State Street August 2010 - June 2011
Ong & Company August 2009 - December 2009
Skills
Revit, Photoshop, Architectural Drawings, Illustrator, Sustainable Design, 3D Studio Max, InDesign, Sketching, AutoCAD, Adobe Creative Suite, Microsoft Office
Education
The University of Kansas 2012 — 2015
Master's Degree, Architecture
University of Missouri-Kansas City 2009 — 2011
Master's Degree, Accounting
University of Kansas 2005 — 2009
Bachelor's Degree, Accounting
clark huesemann August 2015 - Present
HAENGLIM September 2014 - December 2014
Heerim Architects & Planners June 2014 - August 2014
US Bank January 2012 - June 2012
State Street August 2010 - June 2011
Ong & Company August 2009 - December 2009
Skills
Revit, Photoshop, Architectural Drawings, Illustrator, Sustainable Design, 3D Studio Max, InDesign, Sketching, AutoCAD, Adobe Creative Suite, Microsoft Office
Education
The University of Kansas 2012 — 2015
Master's Degree, Architecture
University of Missouri-Kansas City 2009 — 2011
Master's Degree, Accounting
University of Kansas 2005 — 2009
Bachelor's Degree, Accounting
Sammy Gitahi's State Street Experience 2013 - Present
Job Banking and Finance Professional
Industry Banking
Experience
State Street 2013 - Present
KeyBank Real Estate Capital 2011 - 2012
KeyBank Real Estate Capital 2009 - 2011
Capital Chrysler Inc 2006 - 2008
PepsiCo - Frito Lay 2002 - 2007
Skills
Asset Managment, Account Management, Information Technology, Information Management, Project Management, Finance, Accounting, Commercial Real Estate, Financial Analysis, Communication, Real Estate, Commercial Banking, Mortgage Banking, Mortgage Servicing, Credit Analysis, Loans, Asset Management, Risk Management, Credit, Banking, Mortgage Lending, Commercial Lending, Financial Reporting
Education
University of Kansas
Bachelor of Science, Accounting
University of Kansas - Graduate School of Business
Master of Accounting
State Street 2013 - Present
KeyBank Real Estate Capital 2011 - 2012
KeyBank Real Estate Capital 2009 - 2011
Capital Chrysler Inc 2006 - 2008
PepsiCo - Frito Lay 2002 - 2007
Skills
Asset Managment, Account Management, Information Technology, Information Management, Project Management, Finance, Accounting, Commercial Real Estate, Financial Analysis, Communication, Real Estate, Commercial Banking, Mortgage Banking, Mortgage Servicing, Credit Analysis, Loans, Asset Management, Risk Management, Credit, Banking, Mortgage Lending, Commercial Lending, Financial Reporting
Education
University of Kansas
Bachelor of Science, Accounting
University of Kansas - Graduate School of Business
Master of Accounting
Matt Mullender's State Street Experience May 2010 - December 2010
Job Quantitative Analyst Reporting
Industry Health, Wellness and Fitness
Experience
New Directions Behavioral Health May 2015 - Present
Shamrock Trading Corporation May 2014 - April 2015
Cerner Corporation July 2011 - April 2014
State Street May 2010 - December 2010
Skills
SQL, SQL Server Management..., Oracle Applications, Microsoft Reporting..., Music Production, Percussion Performance
Education
The University of Kansas 2006 — 2011
Bachelor of Science (B.S.), Finance, General
New Directions Behavioral Health May 2015 - Present
Shamrock Trading Corporation May 2014 - April 2015
Cerner Corporation July 2011 - April 2014
State Street May 2010 - December 2010
Skills
SQL, SQL Server Management..., Oracle Applications, Microsoft Reporting..., Music Production, Percussion Performance
Education
The University of Kansas 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Zachary J. Sanders's State Street Experience August 2014 - November 2014
Job Cofounder of College Delivery Process Services
Industry Legal Services
Experience
College Delivery and Process Services October 2008 - Present
State Street August 2014 - November 2014
Jared the Galleria of Jewelry August 2010 - April 2011
Skills
Golf, Film, Wine Tasting, Italian Cuisine, Cooking, Leadership, Entrepreneurship, Golf Instruction
Education
The University of Kansas 2013 — 2015
Business Administration and Management, General, 3.93 Grade Point Average
Johnson County Community College 2011 — 2013
Associate's Degree, General Studies, 3.94 Grade Point Average
College Delivery and Process Services October 2008 - Present
State Street August 2014 - November 2014
Jared the Galleria of Jewelry August 2010 - April 2011
Skills
Golf, Film, Wine Tasting, Italian Cuisine, Cooking, Leadership, Entrepreneurship, Golf Instruction
Education
The University of Kansas 2013 — 2015
Business Administration and Management, General, 3.93 Grade Point Average
Johnson County Community College 2011 — 2013
Associate's Degree, General Studies, 3.94 Grade Point Average
Daniel Lipsky's State Street Experience August 2008 - December 2008
Job National Account Manager at Command Transportation
Industry Transportation/Trucking/Railroad
Experience
Command Transportation March 2012 - Present
Trading Advantage July 2009 - July 2011
State Street August 2008 - December 2008
Chrysler Financial June 2006 - August 2008
Morgan Stanley Wealth Management May 2005 - October 2005
Skills
Sales, Trading Systems, Futures, Commodity Markets, Electronic Trading, Logistics Management, EDI, Finance, Marketing, Microsoft Office, Cold Calling, Predictive Dialers, Collections, Supply Chain Management, Derivatives, Print Ads, Outbound Marketing, Professional Phone..., Sales Management, Account Management, Strategic Planning, Customer Service, Salesforce.com, New Business Development, Investments, Pricing
Education
University of Kansas 2002 — 2006
Bachelor's degree, Economics
Command Transportation March 2012 - Present
Trading Advantage July 2009 - July 2011
State Street August 2008 - December 2008
Chrysler Financial June 2006 - August 2008
Morgan Stanley Wealth Management May 2005 - October 2005
Skills
Sales, Trading Systems, Futures, Commodity Markets, Electronic Trading, Logistics Management, EDI, Finance, Marketing, Microsoft Office, Cold Calling, Predictive Dialers, Collections, Supply Chain Management, Derivatives, Print Ads, Outbound Marketing, Professional Phone..., Sales Management, Account Management, Strategic Planning, Customer Service, Salesforce.com, New Business Development, Investments, Pricing
Education
University of Kansas 2002 — 2006
Bachelor's degree, Economics
Anthony Middleton's State Street Experience August 2003 - October 2007
Job Internal Auditor at American Century Investments
Industry Management Consulting
Experience
American Century Investments April 2011 - Present
KC IIA Chapter 2015 - 2015
KC IIA Chapter 2015 - 2015
Kansas City Power & Light Company September 2010 - April 2011
Protection One Alarm Monitoring October 2007 - June 2010
State Street August 2003 - October 2007
Grant Thornton, L.L.P September 2001 - August 2003
Skills
Auditing, Data Analytics, Sarbanes-Oxley Act, Risk Assessment, Internal Controls, Analysis, Internal Audit, Financial Statements, Management, Sarbanes-Oxley, Software Documentation, Financial Risk, Risk Management, Finance
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (MBA), Finance, General
The University of Kansas 2000 — 2003
Bachelors, Economics
American Century Investments April 2011 - Present
KC IIA Chapter 2015 - 2015
KC IIA Chapter 2015 - 2015
Kansas City Power & Light Company September 2010 - April 2011
Protection One Alarm Monitoring October 2007 - June 2010
State Street August 2003 - October 2007
Grant Thornton, L.L.P September 2001 - August 2003
Skills
Auditing, Data Analytics, Sarbanes-Oxley Act, Risk Assessment, Internal Controls, Analysis, Internal Audit, Financial Statements, Management, Sarbanes-Oxley, Software Documentation, Financial Risk, Risk Management, Finance
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (MBA), Finance, General
The University of Kansas 2000 — 2003
Bachelors, Economics
Kyle Lambrecht's State Street Experience December 2013 - Present
Job AIS Tax Administrator at State Street Bank
Industry Financial Services
Experience
State Street December 2013 - Present
Budget Blinds of Lawrence & Shawnee November 2010 - December 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Topeka Premiere Umpire Association April 2010 - September 2010
Skills
Financial Modeling, Financial Services, Customer Service, CRM, Finance, Product Ordering, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Maestro, ACT!, Financial Analysis, Portfolio Management
Education
University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
State Street December 2013 - Present
Budget Blinds of Lawrence & Shawnee November 2010 - December 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Topeka Premiere Umpire Association April 2010 - September 2010
Skills
Financial Modeling, Financial Services, Customer Service, CRM, Finance, Product Ordering, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Maestro, ACT!, Financial Analysis, Portfolio Management
Education
University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
Hunter Petermann's State Street Experience October 2013 - May 2015
Job Credit Analyst at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial May 2015 - Present
State Street October 2013 - May 2015
The Villages, Inc. February 2013 - July 2013
Clinical Child Psychology Department May 2012 - December 2012
Stilwell Baseball Organization April 2003 - July 2012
Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Minor in Business
Cohen Financial May 2015 - Present
State Street October 2013 - May 2015
The Villages, Inc. February 2013 - July 2013
Clinical Child Psychology Department May 2012 - December 2012
Stilwell Baseball Organization April 2003 - July 2012
Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Minor in Business
Monica Smith Monica Smith's State Street Experience July 2015 - Present
Job Senior Vice President at State Street Corporation
Industry International Trade and Development
Experience
State Street July 2015 - Present
MMSmith Consulting February 2014 - July 2015
Fletcher School at Tufts University November 2011 - July 2013
Fidelity Investments May 1995 - July 2011
Skills
Program Management, Vendor Management, Risk Management, Social Media, Project Management, Business Analysis, Process Improvement, Management Consulting, Data Analysis, Change Management, Cross Cultural..., Global Strategy Planning, International Relations, Project Portfolio..., Organizational..., Leadership, Enterprise Software, IT Strategy, Cross-functional Team..., SDLC, Business Development, Strategy, Start-ups, Management, Outsourcing, Strategic Planning, Financial Services, Software Project..., Business Strategy, Requirements Analysis
Education
Fletcher School, Tufts University 2011 — 2013
Global Masters, International Trade and Development
Freie Universität Berlin 1985 — 1986
German Language and Literature
Vanderbilt University 1983 — 1986
German Language and Literature
The University of Dallas 1976 — 1980
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
State Street July 2015 - Present
MMSmith Consulting February 2014 - July 2015
Fletcher School at Tufts University November 2011 - July 2013
Fidelity Investments May 1995 - July 2011
Skills
Program Management, Vendor Management, Risk Management, Social Media, Project Management, Business Analysis, Process Improvement, Management Consulting, Data Analysis, Change Management, Cross Cultural..., Global Strategy Planning, International Relations, Project Portfolio..., Organizational..., Leadership, Enterprise Software, IT Strategy, Cross-functional Team..., SDLC, Business Development, Strategy, Start-ups, Management, Outsourcing, Strategic Planning, Financial Services, Software Project..., Business Strategy, Requirements Analysis
Education
Fletcher School, Tufts University 2011 — 2013
Global Masters, International Trade and Development
Freie Universität Berlin 1985 — 1986
German Language and Literature
Vanderbilt University 1983 — 1986
German Language and Literature
The University of Dallas 1976 — 1980
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Laura Poteete's State Street Experience November 2013 - May 2015
Job Sr. Analyst, Finance and HR Systems at Payless ShoeSource
Industry Information Technology and Services
Experience
Payless ShoeSource May 2015 - Present
State Street November 2013 - May 2015
Lawrence Memorial Hospital November 2012 - November 2013
Vangent, a General Dynamics Company October 2006 - November 2012
Vangent December 2003 - October 2006
Sprint Nextel July 2002 - December 2003
Oxygen Media 2001 - 2001
Cole, Warren & Long, Inc. 2000 - 2001
Skills
PeopleSoft, HRIS, Performance Management, Applicant Tracking..., Learning Management..., Onboarding, Business Process Mapping, System Integration..., Requirements Analysis, SharePoint, Visual Studio, Employee Benefits, Personnel Management, Process Improvement, Vendor Management, SDLC, Resource Management, Benefits Administration
Education
University of Kansas 1995 — 1999
BS, Education
Payless ShoeSource May 2015 - Present
State Street November 2013 - May 2015
Lawrence Memorial Hospital November 2012 - November 2013
Vangent, a General Dynamics Company October 2006 - November 2012
Vangent December 2003 - October 2006
Sprint Nextel July 2002 - December 2003
Oxygen Media 2001 - 2001
Cole, Warren & Long, Inc. 2000 - 2001
Skills
PeopleSoft, HRIS, Performance Management, Applicant Tracking..., Learning Management..., Onboarding, Business Process Mapping, System Integration..., Requirements Analysis, SharePoint, Visual Studio, Employee Benefits, Personnel Management, Process Improvement, Vendor Management, SDLC, Resource Management, Benefits Administration
Education
University of Kansas 1995 — 1999
BS, Education
Perkins, Carl's State Street Experience November 2005 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street November 2005 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Analysis, Strategic Planning, Finance, Banking, Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Equities, Risk Management
Education
University of Kansas 2000 — 2005
BS, Economics
State Street November 2005 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Analysis, Strategic Planning, Finance, Banking, Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Equities, Risk Management
Education
University of Kansas 2000 — 2005
BS, Economics
Jonathan Gasparovich Jonathan Gasparovich's State Street Experience September 2010 - May 2011
Job Internal Auditor
Industry Renewables & Environment
Experience
Green Plains Inc. June 2014 - Present
PwC January 2012 - June 2014
Murphy-Hoffman Company August 2011 - December 2011
State Street September 2010 - May 2011
State Street January 2010 - May 2010
Perceptive Software January 2008 - January 2009
Freightquote.com November 2006 - January 2008
Skills
Budget, Cash Flow, Internal Controls, Financial Accounting, Financial Reporting, US GAAP, Auditing, Sarbanes-Oxley Act, Accounts Receivable, Payroll, Accounts Payable, Analysis, Account Reconciliation
Education
University of Missouri-Kansas City 2009 — 2011
Bachelors, Accounting
University of Kansas 2001 — 2006
Bachelors, Economics/ Sociology
Green Plains Inc. June 2014 - Present
PwC January 2012 - June 2014
Murphy-Hoffman Company August 2011 - December 2011
State Street September 2010 - May 2011
State Street January 2010 - May 2010
Perceptive Software January 2008 - January 2009
Freightquote.com November 2006 - January 2008
Skills
Budget, Cash Flow, Internal Controls, Financial Accounting, Financial Reporting, US GAAP, Auditing, Sarbanes-Oxley Act, Accounts Receivable, Payroll, Accounts Payable, Analysis, Account Reconciliation
Education
University of Missouri-Kansas City 2009 — 2011
Bachelors, Accounting
University of Kansas 2001 — 2006
Bachelors, Economics/ Sociology
Brad Papa's State Street Experience 2001 - 2004
Job Kansas City Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams January 2014 - Present
Realty Executives November 2009 - January 2014
RE/MAX State Line - Brad Papa 2005 - October 2009
State Street 2001 - 2004
Birch Telecom June 2000 - June 2001
Skills
Customer Service, Negotiation, First Time Home Buyers, Selling, Real Estate, Investment Properties, Marketing Strategy, Relocation, Sellers, Real Estate Transactions, Buyer Representation, Foreclosures, Short Sales, Buyers, Loans, Sales
Education
University of Kansas 1998 — 2000
Math Education
University of Missouri-Rolla 1996 — 1998
Math Education
Keller Williams January 2014 - Present
Realty Executives November 2009 - January 2014
RE/MAX State Line - Brad Papa 2005 - October 2009
State Street 2001 - 2004
Birch Telecom June 2000 - June 2001
Skills
Customer Service, Negotiation, First Time Home Buyers, Selling, Real Estate, Investment Properties, Marketing Strategy, Relocation, Sellers, Real Estate Transactions, Buyer Representation, Foreclosures, Short Sales, Buyers, Loans, Sales
Education
University of Kansas 1998 — 2000
Math Education
University of Missouri-Rolla 1996 — 1998
Math Education
Laura Bong, CPA's State Street Experience February 2010 - May 2010
Job Senior Accountant at Jack Cooper Transport
Industry Accounting
Experience
Jack Cooper Transport January 2014 - Present
Grant Thornton LLP August 2013 - January 2014
Grant Thornton LLP October 2011 - August 2013
University of Kansas August 2010 - July 2011
University of Kansas August 2010 - May 2011
State Street February 2010 - May 2010
Skills
IDEA, Analytical Skills, Organization &..., Client Relations Skills, Financial Accounting, Auditing, CPA, Accounting, Bookkeeping, GAAP, US GAAP, General Ledger, Financial Reporting, Internal Controls
Education
University of Kansas 2010 — 2011
Masters of Accounting, Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Lake Highlands High School 2003 — 2006
Jack Cooper Transport January 2014 - Present
Grant Thornton LLP August 2013 - January 2014
Grant Thornton LLP October 2011 - August 2013
University of Kansas August 2010 - July 2011
University of Kansas August 2010 - May 2011
State Street February 2010 - May 2010
Skills
IDEA, Analytical Skills, Organization &..., Client Relations Skills, Financial Accounting, Auditing, CPA, Accounting, Bookkeeping, GAAP, US GAAP, General Ledger, Financial Reporting, Internal Controls
Education
University of Kansas 2010 — 2011
Masters of Accounting, Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Lake Highlands High School 2003 — 2006
Eric Fitch's State Street Experience January 2012 - July 2012
Job Client Service Account Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
Northern Trust July 2012 - December 2013
State Street January 2012 - July 2012
State Street July 2010 - January 2012
Spectrum Business Ventures January 2010 - July 2010
Bonnie Barrett Gardens August 2004 - November 2009
Student Financial Aid Services Inc. January 2009 - August 2009
Sigma Phi Epsilon May 2007 - May 2008
Skills
Financial Accounting, Superior Client Service, Account Reconciliation, Management, Financial Reporting, Investor Relations, Sales Support Tools, Accounting, Account Management, Microsoft Office, Private Equity, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
J.P. Morgan December 2013 - Present
Northern Trust July 2012 - December 2013
State Street January 2012 - July 2012
State Street July 2010 - January 2012
Spectrum Business Ventures January 2010 - July 2010
Bonnie Barrett Gardens August 2004 - November 2009
Student Financial Aid Services Inc. January 2009 - August 2009
Sigma Phi Epsilon May 2007 - May 2008
Skills
Financial Accounting, Superior Client Service, Account Reconciliation, Management, Financial Reporting, Investor Relations, Sales Support Tools, Accounting, Account Management, Microsoft Office, Private Equity, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
Ronald Crawley Ronald Crawley's State Street Experience May 2013 - July 2015
Job Vice President, Foreign Exchange Compliance Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2015 - Present
Roxbury Community College Foundation November 2014 - Present
State Street May 2013 - July 2015
Morse, Barnes-Brown & Pendleton, P.C. June 2011 - May 2013
Choate, Hall & Stewart 2006 - June 2011
Ten Eyck Associates (currently known as FTI Consulting) 2002 - 2003
Goldman Sachs 2001 - 2002
PwC 1999 - 2001
Skills
Start-ups, Private Equity, Venture Capital, Mergers, Corporate Law, Corporate Governance, Securities, LLC, Medical Devices, Lifesciences, Data Privacy, Mergers & Acquisitions
Education
The University of Connecticut School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Science (B.S.), Accounting
First Republic Bank July 2015 - Present
Roxbury Community College Foundation November 2014 - Present
State Street May 2013 - July 2015
Morse, Barnes-Brown & Pendleton, P.C. June 2011 - May 2013
Choate, Hall & Stewart 2006 - June 2011
Ten Eyck Associates (currently known as FTI Consulting) 2002 - 2003
Goldman Sachs 2001 - 2002
PwC 1999 - 2001
Skills
Start-ups, Private Equity, Venture Capital, Mergers, Corporate Law, Corporate Governance, Securities, LLC, Medical Devices, Lifesciences, Data Privacy, Mergers & Acquisitions
Education
The University of Connecticut School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Science (B.S.), Accounting
Melissa Lem's State Street Experience January 2011 - May 2011
Job Analyst at Integra Realty Resources
Industry Financial Services
Experience
Integra Realty Resources July 2012 - Present
Integra Realty Resources May 2011 - August 2011
State Street January 2011 - May 2011
University of Kansas May 2010 - August 2010
Saint Luke's Health System May 2008 - December 2008
Skills
Financial Analysis, Argus Modeling, DCF Valuation, Microsoft Excel, PowerPoint, Finance, Research, Financial Modeling, Customer Service, Real Estate, Risk Management, Microsoft Office, Microsoft Word, Access, Accounting, Outlook, Valuation, Analysis, Data Analysis
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master, Accounting
University of Kansas 2007 — 2011
B.S., Accounting
Integra Realty Resources July 2012 - Present
Integra Realty Resources May 2011 - August 2011
State Street January 2011 - May 2011
University of Kansas May 2010 - August 2010
Saint Luke's Health System May 2008 - December 2008
Skills
Financial Analysis, Argus Modeling, DCF Valuation, Microsoft Excel, PowerPoint, Finance, Research, Financial Modeling, Customer Service, Real Estate, Risk Management, Microsoft Office, Microsoft Word, Access, Accounting, Outlook, Valuation, Analysis, Data Analysis
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master, Accounting
University of Kansas 2007 — 2011
B.S., Accounting
Jacob Phelps's State Street Experience May 2012 - January 2014
Job Revenue Accountant at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation July 2015 - Present
Burns & McDonnell January 2014 - June 2015
State Street May 2012 - January 2014
State Street Bank May 2011 - May 2012
3&2 Baseball Club April 2005 - May 2011
Skills
Oracle, Oracle Applications, Project Accounting, Fund Accounting, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, Auditing, Mutual Funds, Financial Analysis, Bloomberg, Securities, Investments, Leadership, Finance
Education
University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
Cerner Corporation July 2015 - Present
Burns & McDonnell January 2014 - June 2015
State Street May 2012 - January 2014
State Street Bank May 2011 - May 2012
3&2 Baseball Club April 2005 - May 2011
Skills
Oracle, Oracle Applications, Project Accounting, Fund Accounting, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, Auditing, Mutual Funds, Financial Analysis, Bloomberg, Securities, Investments, Leadership, Finance
Education
University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
Joel Brandt, CPA's State Street Experience 2000 - 2005
Job Controller, PECOFacet at CLARCOR
Industry Oil & Energy
Experience
Clarcor 2013 - Present
LSB Industries, Inc. 2011 - 2013
LSB Industries, Inc. 2010 - 2011
Z-International, Inc. 2008 - 2010
Sprint 2005 - 2008
State Street 2000 - 2005
Skills
Strategic Planning, Team Building, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Microsoft Excel, Forecasting, Accounting, General Ledger, CPA, Cost Accounting, Financial Accounting, Finance, Analysis, Financial Modeling, Inventory Management, Cross-functional Team..., Corporate Finance, Sarbanes-Oxley Act, Variance Analysis, Business Process..., Fixed Assets, Payroll, Accounts Payable, Managerial Finance, Accounts Receivable, Account Reconciliation, Mergers & Acquisitions, Internal Controls, Cash Flow, Strategic Financial..., SEC filings, Internal Audit, Auditing, Leadership
Education
University of Missouri-Kansas City 2005 — 2007
M.S
The University of Kansas
B.S.
Clarcor 2013 - Present
LSB Industries, Inc. 2011 - 2013
LSB Industries, Inc. 2010 - 2011
Z-International, Inc. 2008 - 2010
Sprint 2005 - 2008
State Street 2000 - 2005
Skills
Strategic Planning, Team Building, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Microsoft Excel, Forecasting, Accounting, General Ledger, CPA, Cost Accounting, Financial Accounting, Finance, Analysis, Financial Modeling, Inventory Management, Cross-functional Team..., Corporate Finance, Sarbanes-Oxley Act, Variance Analysis, Business Process..., Fixed Assets, Payroll, Accounts Payable, Managerial Finance, Accounts Receivable, Account Reconciliation, Mergers & Acquisitions, Internal Controls, Cash Flow, Strategic Financial..., SEC filings, Internal Audit, Auditing, Leadership
Education
University of Missouri-Kansas City 2005 — 2007
M.S
The University of Kansas
B.S.
Marcie McVeigh's State Street Experience January 2007 - May 2008
Job Senior Financial Reporting Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments January 2011 - Present
State Street Bank June 2008 - February 2011
State Street January 2007 - May 2008
State Street October 2005 - December 2006
State Street October 2004 - September 2005
State Street October 2003 - September 2004
State Street June 2001 - August 2003
Education
The University of Kansas 1997 — 2001
BS in Business Administration, Concentration in Communication Studies
American Century Investments January 2011 - Present
State Street Bank June 2008 - February 2011
State Street January 2007 - May 2008
State Street October 2005 - December 2006
State Street October 2004 - September 2005
State Street October 2003 - September 2004
State Street June 2001 - August 2003
Education
The University of Kansas 1997 — 2001
BS in Business Administration, Concentration in Communication Studies
Brian Grasso's State Street Experience February 2012 - Present
Job Assistant Vice President at State Street
Industry Real Estate
Experience
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
Paige Gugat's State Street Experience January 2008 - January 2009
Job Admissions Territory Manager at The University of Kansas
Industry Higher Education
Experience
The University of Kansas July 2013 - Present
Northwood Investors November 2009 - August 2013
State Street January 2008 - January 2009
Bodeans January 2006 - July 2006
Agency for the Performing Arts June 2004 - August 2004
Education
The University of Kansas 2001 — 2005
B.S., Marketing
CONSORTIUM OF UNIVERSITIES FOR INTERNATIONAL BUSINESS STUDIES
The University of Kansas July 2013 - Present
Northwood Investors November 2009 - August 2013
State Street January 2008 - January 2009
Bodeans January 2006 - July 2006
Agency for the Performing Arts June 2004 - August 2004
Education
The University of Kansas 2001 — 2005
B.S., Marketing
CONSORTIUM OF UNIVERSITIES FOR INTERNATIONAL BUSINESS STUDIES
Anya Taylor's State Street Experience June 2003 - January 2006
Job Enterprise Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation March 2015 - Present
Cerner Corporation October 2013 - March 2015
Cerner Corporation August 2009 - October 2013
Cerner Corporation September 2007 - August 2009
Cerner Corporation January 2006 - September 2007
State Street June 2003 - January 2006
Commerce Bank 2000 - 2002
Skills
Human Resources, PeopleSoft, Cerner, Healthcare Information..., College Recruiting, Onboarding, Process Improvement, Talent Acquisition, Recruiting, Applicant Tracking..., EHR, Performance Management, Software Implementation, New Hire Orientations
Education
University of Kansas 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Cerner Corporation March 2015 - Present
Cerner Corporation October 2013 - March 2015
Cerner Corporation August 2009 - October 2013
Cerner Corporation September 2007 - August 2009
Cerner Corporation January 2006 - September 2007
State Street June 2003 - January 2006
Commerce Bank 2000 - 2002
Skills
Human Resources, PeopleSoft, Cerner, Healthcare Information..., College Recruiting, Onboarding, Process Improvement, Talent Acquisition, Recruiting, Applicant Tracking..., EHR, Performance Management, Software Implementation, New Hire Orientations
Education
University of Kansas 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Lyndsey Long's State Street Experience January 2006 - July 2008
Job Program Manager at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation November 2013 - Present
Cerner Corporation May 2011 - November 2013
Cerner Corporation July 2008 - May 2011
State Street January 2006 - July 2008
Skills
Accounting, Financial Analysis, Process Improvement, Microsoft Excel, Financial Reporting, Analysis, Finance, Budgets, Forecasting, Microsoft Office, Leadership, Financial Accounting, PeopleSoft, Account Reconciliation, Financial Modeling, Auditing
Education
University of Kansas 2001 — 2005
Bachelor of Science, Business Administration and Finance
Cerner Corporation November 2013 - Present
Cerner Corporation May 2011 - November 2013
Cerner Corporation July 2008 - May 2011
State Street January 2006 - July 2008
Skills
Accounting, Financial Analysis, Process Improvement, Microsoft Excel, Financial Reporting, Analysis, Finance, Budgets, Forecasting, Microsoft Office, Leadership, Financial Accounting, PeopleSoft, Account Reconciliation, Financial Modeling, Auditing
Education
University of Kansas 2001 — 2005
Bachelor of Science, Business Administration and Finance
Kevin Seaman's State Street Experience 2003 - 2004
Job Manager, Cloud Architecture at Perceptive Software
Industry Computer Software
Experience
Lexmark International, Inc. September 2014 - Present
Perceptive Software March 2014 - September 2014
Perceptive Software October 2011 - March 2014
Perceptive Software February 2010 - March 2012
Cerner Corporation May 2007 - February 2010
Cerner Corporation April 2005 - May 2007
University of Missouri-Kansas City August 2004 - May 2005
State Street 2003 - 2004
Skills
Process Improvement, Business Analysis, Visio, Project Management, Healthcare Information..., SQL, Agile Methodologies, Requirements Analysis, SharePoint, Software Project..., Program Management, Acquisition Integration, Mergers & Acquisitions, Strategic Thinking, EMR, Healthcare, SDLC, Cerner, Mergers, Executive Reporting, Reporting Systems, C#, Rally, Data Warehousing, Process Integration, ASP.NET, Microsoft SQL Server, Scrum, Agile Project Management, Leadership, SaaS, Integration, Software Implementation, Business Intelligence, Software Documentation, Software Development, Business Process, PMP, Enterprise Content..., Business Process...
Education
University of Missouri-Kansas City 2003 — 2005
MBA, Finance, Entrepenuership
The University of Kansas 1999 — 2003
BS, Economics, Math
Lexmark International, Inc. September 2014 - Present
Perceptive Software March 2014 - September 2014
Perceptive Software October 2011 - March 2014
Perceptive Software February 2010 - March 2012
Cerner Corporation May 2007 - February 2010
Cerner Corporation April 2005 - May 2007
University of Missouri-Kansas City August 2004 - May 2005
State Street 2003 - 2004
Skills
Process Improvement, Business Analysis, Visio, Project Management, Healthcare Information..., SQL, Agile Methodologies, Requirements Analysis, SharePoint, Software Project..., Program Management, Acquisition Integration, Mergers & Acquisitions, Strategic Thinking, EMR, Healthcare, SDLC, Cerner, Mergers, Executive Reporting, Reporting Systems, C#, Rally, Data Warehousing, Process Integration, ASP.NET, Microsoft SQL Server, Scrum, Agile Project Management, Leadership, SaaS, Integration, Software Implementation, Business Intelligence, Software Documentation, Software Development, Business Process, PMP, Enterprise Content..., Business Process...
Education
University of Missouri-Kansas City 2003 — 2005
MBA, Finance, Entrepenuership
The University of Kansas 1999 — 2003
BS, Economics, Math
Hsin-Ping Wu's State Street Experience February 2014 - Present
Job Quantitative Analyst at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
The University of Georgia 2010 - May 2013
Skills
Statistics
Education
The University of Georgia 2008 — 2013
Doctor of Philosophy (Ph.D.), Statistics
State Street February 2014 - Present
The University of Georgia 2010 - May 2013
Skills
Statistics
Education
The University of Georgia 2008 — 2013
Doctor of Philosophy (Ph.D.), Statistics
Regina Knapp (Boarman)'s State Street Experience June 2000 - June 2003
Job Finance and Accounting Professional
Industry Nonprofit Organization Management
Experience
Greater St. Louis Area Council, Boy Scouts of America September 2015 - Present
Nonprofit Missouri November 2012 - Present
Camp Fire USA August 2011 - February 2015
Urban Entrepreneur Partnership (UEP)-A program of the Kauffman Foundation September 2008 - September 2010
March of Dimes February 2008 - September 2008
Federal Reserve Bank of Kansas City July 2003 - February 2008
State Street June 2000 - June 2003
Skills
Non-profits, Strategic Planning, Financial Analysis, Public Speaking, Fundraising, Project Management, Budgets, Leadership Development, Data Analysis, Process Improvement, Accounting, Risk Management, QuickBooks, Program Management, Microsoft Office, Microsoft Excel, Leadership, Nonprofits, Analysis
Education
University of Missouri-Kansas City 2002 — 2003
MBA, Finance and Entrepreneurship
The University of Kansas 1996 — 2000
BS, Business Administration
Greater St. Louis Area Council, Boy Scouts of America September 2015 - Present
Nonprofit Missouri November 2012 - Present
Camp Fire USA August 2011 - February 2015
Urban Entrepreneur Partnership (UEP)-A program of the Kauffman Foundation September 2008 - September 2010
March of Dimes February 2008 - September 2008
Federal Reserve Bank of Kansas City July 2003 - February 2008
State Street June 2000 - June 2003
Skills
Non-profits, Strategic Planning, Financial Analysis, Public Speaking, Fundraising, Project Management, Budgets, Leadership Development, Data Analysis, Process Improvement, Accounting, Risk Management, QuickBooks, Program Management, Microsoft Office, Microsoft Excel, Leadership, Nonprofits, Analysis
Education
University of Missouri-Kansas City 2002 — 2003
MBA, Finance and Entrepreneurship
The University of Kansas 1996 — 2000
BS, Business Administration
Jeff Lightcap's State Street Experience 2003 - 2007
Job Engagement Controller AMS at Cerner
Industry Hospital & Health Care
Experience
Cerner Corporation April 2014 - Present
Cerner Corporation October 2012 - April 2014
JPMorgan Chase May 2007 - September 2012
State Street 2003 - 2007
Skills
Process Improvement, Project Management, Business Analysis, Access
Education
University of Kansas 1995 — 1999
Liberal Art and Sciences, Economics
Cerner Corporation April 2014 - Present
Cerner Corporation October 2012 - April 2014
JPMorgan Chase May 2007 - September 2012
State Street 2003 - 2007
Skills
Process Improvement, Project Management, Business Analysis, Access
Education
University of Kansas 1995 — 1999
Liberal Art and Sciences, Economics
Brittney Stapel's State Street Experience February 2009 - October 2012
Job Business Analyst at Black & Veatch
Industry Banking
Experience
Black & Veatch October 2012 - Present
State Street February 2009 - October 2012
Skills
Fixed Income, Bloomberg, Investments, Finance, Financial Analysis, Treasury
Education
The University of Kansas 2004 — 2008
Business, Finance
Black & Veatch October 2012 - Present
State Street February 2009 - October 2012
Skills
Fixed Income, Bloomberg, Investments, Finance, Financial Analysis, Treasury
Education
The University of Kansas 2004 — 2008
Business, Finance
Douglas T. Hoang, CIA,CRMA's State Street Experience January 1999 - December 1999
Job Tax & Accounting
Industry Information Technology and Services
Experience
Thomson Reuters June 2014 - Present
Madison October 2009 - November 2011
JPMorgan Chase & Co. January 2008 - September 2009
Morgan Stanley January 2007 - December 2007
Amerest April 2005 - October 2006
Myclik September 2001 - April 2005
State Street January 1999 - December 1999
Skills
Equities, Derivatives, Portfolio Management, Investments, Options, Bloomberg, Securities, Trading, Risk Management, Accounting, Trading Systems, VBA, Capital Markets, Fixed Income, Audit & Assurance, Bonds, Quantitative Finance, Alternative Investments, Investment Advisory, Auditing, Banking & Finance, Internal Audit, Assurance, Applications, Regulation, Hedge Funds, Financial Modeling, Mutual Funds
Education
The University of Texas at Dallas - School of Management
MS, Accounting
The University of Kansas
BA
Thomson Reuters June 2014 - Present
Madison October 2009 - November 2011
JPMorgan Chase & Co. January 2008 - September 2009
Morgan Stanley January 2007 - December 2007
Amerest April 2005 - October 2006
Myclik September 2001 - April 2005
State Street January 1999 - December 1999
Skills
Equities, Derivatives, Portfolio Management, Investments, Options, Bloomberg, Securities, Trading, Risk Management, Accounting, Trading Systems, VBA, Capital Markets, Fixed Income, Audit & Assurance, Bonds, Quantitative Finance, Alternative Investments, Investment Advisory, Auditing, Banking & Finance, Internal Audit, Assurance, Applications, Regulation, Hedge Funds, Financial Modeling, Mutual Funds
Education
The University of Texas at Dallas - School of Management
MS, Accounting
The University of Kansas
BA
Joe Segura, II's State Street Experience July 2003 - November 2012
Job Officer at State Street Bank
Industry Banking
Experience
State Street Bank November 2012 - Present
State Street July 2003 - November 2012
Skills
Securities, Mutual Funds, Equities, Risk Management, Financial Services, Customer Service, Asset Managment, Management, Bloomberg, Analysis, Fixed Income, Banking, Investments, Fund Accounting
Education
Rockhurst University 2002 — 2004
Master of Business Administration (MBA)
The University of Kansas 1993 — 1998
B.S., Businesss Administration
State Street Bank November 2012 - Present
State Street July 2003 - November 2012
Skills
Securities, Mutual Funds, Equities, Risk Management, Financial Services, Customer Service, Asset Managment, Management, Bloomberg, Analysis, Fixed Income, Banking, Investments, Fund Accounting
Education
Rockhurst University 2002 — 2004
Master of Business Administration (MBA)
The University of Kansas 1993 — 1998
B.S., Businesss Administration
Jeremy Appleton's State Street Experience October 2012 - November 2013
Job Fund Admin Accountant at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
Burns & McDonnell November 2013 - June 2014
State Street October 2012 - November 2013
State Street September 2011 - October 2012
Planet Fitness October 2010 - May 2011
University of Kansas September 2007 - May 2008
Skills
Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Leadership, Forecasting, Teamwork, Accounts Payable, Budgets, Outlook, Operations Management, Team Leadership, Finance, Analysis
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance; Economics; Entrepreneurship
University of International Business and Economics 2009 — 2009
Economics, Mandarin
Summit Technology Academy 2004 — 2005
Network Administration
Lee's Summit North
Transamerica August 2014 - Present
Burns & McDonnell November 2013 - June 2014
State Street October 2012 - November 2013
State Street September 2011 - October 2012
Planet Fitness October 2010 - May 2011
University of Kansas September 2007 - May 2008
Skills
Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Leadership, Forecasting, Teamwork, Accounts Payable, Budgets, Outlook, Operations Management, Team Leadership, Finance, Analysis
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance; Economics; Entrepreneurship
University of International Business and Economics 2009 — 2009
Economics, Mandarin
Summit Technology Academy 2004 — 2005
Network Administration
Lee's Summit North
Krystal Buckneberg's State Street Experience June 2001 - July 2003
Job Project Controls Manager at Black & Veatch
Industry Civil Engineering
Experience
Black & Veatch January 2011 - Present
Black & Veatch October 2007 - January 2011
Black & Veatch July 2003 - October 2007
State Street June 2001 - July 2003
Skills
Project Control, Cost Engineering, Process Improvement, EPC, Project Management, Business Analysis, Business Process..., Cost Management, CPM Scheduling, Earned Value Management, Engineering, Joint Ventures, Primavera P6
Education
The University of Kansas 1997 — 2001
Bachelor's Degree, Business Administration and Management, General
Black & Veatch January 2011 - Present
Black & Veatch October 2007 - January 2011
Black & Veatch July 2003 - October 2007
State Street June 2001 - July 2003
Skills
Project Control, Cost Engineering, Process Improvement, EPC, Project Management, Business Analysis, Business Process..., Cost Management, CPM Scheduling, Earned Value Management, Engineering, Joint Ventures, Primavera P6
Education
The University of Kansas 1997 — 2001
Bachelor's Degree, Business Administration and Management, General
Chong Patterson's State Street Experience August 2007 - April 2008
Job Auto Claims Representative at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance June 2010 - Present
Mutual Savings Association June 2009 - May 2010
State Street August 2007 - April 2008
Education
University of Kansas 2002 — 2006
Bachelors, Finance
Immaculata High School 1998 — 2002
State Farm Insurance June 2010 - Present
Mutual Savings Association June 2009 - May 2010
State Street August 2007 - April 2008
Education
University of Kansas 2002 — 2006
Bachelors, Finance
Immaculata High School 1998 — 2002
Bill Dark's State Street Experience 1989 - Present
Job Vice President, Insurance Services at State Street
Industry Financial Services
Experience
State Street 1989 - Present
EY 1984 - 1989
KPMG US May 1981 - January 1984
Skills
Insurance, Investments, Financial Services, Mutual Funds, Securities, Fixed Income, Financial Analysis, Fund Accounting, Relationship Management, Accounting, Asset Management, Financial Reporting, Banking, New Business Development, Product Development, Asset Managment, Global Custody, Equities, Process Improvement
Education
The University of Kansas 1977 — 1981
BS, Accounting / Business Administration
State Street 1989 - Present
EY 1984 - 1989
KPMG US May 1981 - January 1984
Skills
Insurance, Investments, Financial Services, Mutual Funds, Securities, Fixed Income, Financial Analysis, Fund Accounting, Relationship Management, Accounting, Asset Management, Financial Reporting, Banking, New Business Development, Product Development, Asset Managment, Global Custody, Equities, Process Improvement
Education
The University of Kansas 1977 — 1981
BS, Accounting / Business Administration
Hope Sullivant's State Street Experience July 2009 - August 2010
Job FX Sales
Industry Financial Services
Experience
Societe Generale July 2013 - June 2015
Natixis Global Asset Management April 2013 - June 2013
State Street Global Markets February 2010 - June 2012
State Street July 2009 - August 2010
PMFM, inc January 2006 - August 2007
Skills
Bloomberg, Equities, Capital Markets, Financial Modeling, Microsoft Excel, Social Media, Foreign Exchange, Excel, Bartending, Project Management, Account Management, Digital Marketing, Brand to Retailer..., Social Media Marketing, Portfolio Management, Investments, Hedge Funds, CRM
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration, Finance
Hingham High School 2002 — 2005
Societe Generale July 2013 - June 2015
Natixis Global Asset Management April 2013 - June 2013
State Street Global Markets February 2010 - June 2012
State Street July 2009 - August 2010
PMFM, inc January 2006 - August 2007
Skills
Bloomberg, Equities, Capital Markets, Financial Modeling, Microsoft Excel, Social Media, Foreign Exchange, Excel, Bartending, Project Management, Account Management, Digital Marketing, Brand to Retailer..., Social Media Marketing, Portfolio Management, Investments, Hedge Funds, CRM
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration, Finance
Hingham High School 2002 — 2005
Julie Rush's State Street Experience October 2001 - September 2004
Job Sr. Investment Research Associate at Prairie Capital Management
Industry Financial Services
Experience
Prairie Capital Management September 2004 - Present
State Street October 2001 - September 2004
Waddell & Reed August 2000 - October 2001
Skills
Due Diligence, Financial Analysis, Financial Services, Finance
Education
University of Kansas 2007 — 2009
Master of Business Administration, Finance
The University of Kansas 1997 — 2001
Bachelor of Science Business Administration & Bachelor of Science Accounting, Finance
Prairie Capital Management September 2004 - Present
State Street October 2001 - September 2004
Waddell & Reed August 2000 - October 2001
Skills
Due Diligence, Financial Analysis, Financial Services, Finance
Education
University of Kansas 2007 — 2009
Master of Business Administration, Finance
The University of Kansas 1997 — 2001
Bachelor of Science Business Administration & Bachelor of Science Accounting, Finance
Mary Coiner's State Street Experience December 2005 - February 2007
Job Senior Corporate Tax Analyst
Industry Accounting
Experience
H&R Block 2010 - Present
KPMG February 2007 - October 2009
State Street December 2005 - February 2007
Intrust Bank, NA March 1999 - December 2005
Skills
Accounting, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Financial Statements, Account Reconciliation, General Ledger
Education
University of Kansas 2001 — 2005
Bachelor of Science, Accounting
H&R Block 2010 - Present
KPMG February 2007 - October 2009
State Street December 2005 - February 2007
Intrust Bank, NA March 1999 - December 2005
Skills
Accounting, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Financial Statements, Account Reconciliation, General Ledger
Education
University of Kansas 2001 — 2005
Bachelor of Science, Accounting
Jeffrey McAllister's State Street Experience 2003 - 2006
Job Associate, Insurance Services at Hinshaw & Culbertson LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP April 2013 - Present
Howd & Ludorf, LLC September 2010 - March 2013
Massachusetts Superior Court December 2009 - May 2010
O'Connell, Flaherty & Attmore May 2008 - May 2009
State Street 2003 - 2006
Skills
Litigation, Product Liability, Torts, Legal Research, Insurance, Legal Writing, Civil Litigation, Liability, Commercial Litigation, Appeals
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Massachusetts, Amherst 1999 — 2003
B.A., Economics
Hinshaw & Culbertson LLP April 2013 - Present
Howd & Ludorf, LLC September 2010 - March 2013
Massachusetts Superior Court December 2009 - May 2010
O'Connell, Flaherty & Attmore May 2008 - May 2009
State Street 2003 - 2006
Skills
Litigation, Product Liability, Torts, Legal Research, Insurance, Legal Writing, Civil Litigation, Liability, Commercial Litigation, Appeals
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Massachusetts, Amherst 1999 — 2003
B.A., Economics
Alex Horn's State Street Experience November 2005 - February 2007
Job Associate at Smith Anderson
Industry Law Practice
Experience
Smith Anderson April 2014 - Present
Nixon Peabody September 2008 - July 2013
Edwards Wildman Palmer LLP February 2007 - September 2008
State Street November 2005 - February 2007
Skills
Corporate Law, Private Equity, Mergers, Corporate Governance, Joint Ventures, Venture Capital, Class Actions, Litigation, Commercial Litigation, Appeals, Trade Secrets, Legal Research
Education
The University of Connecticut School of Law 2002 — 2005
J.D.
Williams College 1996 — 2000
B.A., English
Smith Anderson April 2014 - Present
Nixon Peabody September 2008 - July 2013
Edwards Wildman Palmer LLP February 2007 - September 2008
State Street November 2005 - February 2007
Skills
Corporate Law, Private Equity, Mergers, Corporate Governance, Joint Ventures, Venture Capital, Class Actions, Litigation, Commercial Litigation, Appeals, Trade Secrets, Legal Research
Education
The University of Connecticut School of Law 2002 — 2005
J.D.
Williams College 1996 — 2000
B.A., English
Julia Stutheit's State Street Experience January 2012 - Present
Job Business Analyst Asst. V.P. at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
DST Systems 2001 - January 2012
Education
Thunderbird School of Global Management 1984 — 1985
MBA, Business
The University of Kansas 1980 — 1984
B.S., Business Administration
State Street January 2012 - Present
DST Systems 2001 - January 2012
Education
Thunderbird School of Global Management 1984 — 1985
MBA, Business
The University of Kansas 1980 — 1984
B.S., Business Administration
Steven Griswold's State Street Experience October 2014 - Present
Job Account manager for State Street Bank
Industry Accounting
Experience
State Street October 2014 - Present
State Street April 2013 - October 2014
UMB Bank April 2012 - April 2013
Kohl's Department Stores November 2009 - April 2012
KU Department of Student Housing August 2008 - May 2009
Campus Crusade for Christ May 2008 - August 2008
Pepperjax Grill March 2008 - May 2008
KU Department of Student Housing August 2006 - December 2007
McDonald's May 2007 - July 2007
KU Dining Services August 2005 - May 2006
Skills
Customer Service, Time Management, Critical Thinking, Research, Teamwork, Process Improvement, Data Processing, Microsoft Office
Education
The University of Kansas 2005 — 2009
B.A., Psychology
State Street October 2014 - Present
State Street April 2013 - October 2014
UMB Bank April 2012 - April 2013
Kohl's Department Stores November 2009 - April 2012
KU Department of Student Housing August 2008 - May 2009
Campus Crusade for Christ May 2008 - August 2008
Pepperjax Grill March 2008 - May 2008
KU Department of Student Housing August 2006 - December 2007
McDonald's May 2007 - July 2007
KU Dining Services August 2005 - May 2006
Skills
Customer Service, Time Management, Critical Thinking, Research, Teamwork, Process Improvement, Data Processing, Microsoft Office
Education
The University of Kansas 2005 — 2009
B.A., Psychology
Jarvis Williams's State Street Experience November 2012 - Present
Job Derivatives Operations Analyst at State Street
Industry Accounting
Experience
State Street November 2012 - Present
Westrope July 2011 - May 2012
Monarch Inventory Services December 2010 - July 2011
kenneth spencer library February 2009 - January 2010
Skills
Auditing, Finance, Account Reconciliation, Research, Financial Statements, Tax, Accounting, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Kansas 2007 — 2011
BS, Accounting
University of Kansas 2007 — 2011
BS, Finance
University of Kansas 2007 — 2011
minor, Chemistry
State Street November 2012 - Present
Westrope July 2011 - May 2012
Monarch Inventory Services December 2010 - July 2011
kenneth spencer library February 2009 - January 2010
Skills
Auditing, Finance, Account Reconciliation, Research, Financial Statements, Tax, Accounting, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Kansas 2007 — 2011
BS, Accounting
University of Kansas 2007 — 2011
BS, Finance
University of Kansas 2007 — 2011
minor, Chemistry
Lucas Hansel's State Street Experience August 1998 - June 2000
Job Food and Beverage Manager at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation September 2011 - Present
Caesars Entertainment Corporation June 2010 - September 2011
Caesars Entertainment Corporation February 2007 - June 2010
Caesars Entertainment Corporation February 2006 - February 2007
Allianz Dresdner Asset Management November 2000 - February 2003
State Street August 1998 - June 2000
Skills
Kaizen Leadership, Chartered Financial..., Portfolio Management
Education
University of Nevada-Reno 2004 — 2005
Accounting
University of California, Berkeley 2000 — 2001
Accounting and Finance
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Arts (B.A.), Economics and German
The University of Freiburg 1997 — 1997
International Economics
Caesars Entertainment Corporation September 2011 - Present
Caesars Entertainment Corporation June 2010 - September 2011
Caesars Entertainment Corporation February 2007 - June 2010
Caesars Entertainment Corporation February 2006 - February 2007
Allianz Dresdner Asset Management November 2000 - February 2003
State Street August 1998 - June 2000
Skills
Kaizen Leadership, Chartered Financial..., Portfolio Management
Education
University of Nevada-Reno 2004 — 2005
Accounting
University of California, Berkeley 2000 — 2001
Accounting and Finance
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Arts (B.A.), Economics and German
The University of Freiburg 1997 — 1997
International Economics
Julia Gubarchuk's State Street Experience 2011 - Present
Job AVP at State Street
Industry Accounting
Experience
State Street 2011 - Present
Brooks Automation January 2007 - March 2010
Costantino Richards Rizzo LLP 2006 - 2007
Provanzano & Marchesiani 2005 - 2006
State Street 1999 - 2004
Skills
Auditing, Internal Controls, Internal Audit, Risk Management, Sarbanes-Oxley Act, External Audit, Finance, Fraud, IT Audit, SOX 404
Education
The University of Kansas 1992 — 1995
MA
MLU 1988 — 1992
BS
State Street 2011 - Present
Brooks Automation January 2007 - March 2010
Costantino Richards Rizzo LLP 2006 - 2007
Provanzano & Marchesiani 2005 - 2006
State Street 1999 - 2004
Skills
Auditing, Internal Controls, Internal Audit, Risk Management, Sarbanes-Oxley Act, External Audit, Finance, Fraud, IT Audit, SOX 404
Education
The University of Kansas 1992 — 1995
MA
MLU 1988 — 1992
BS
himesh bhatt's State Street Experience November 2012 - March 2014
Job QA Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2014 - Present
State Street November 2012 - March 2014
BNY Mellon November 2008 - June 2012
BNY Mellon June 2005 - October 2008
Mercer October 2004 - June 2005
Anagram Finance July 1998 - June 2001
Skills
User Acceptance Testing, Quality Center, Regression Testing, System Testing, Requirements Analysis, SQL, Testing, SDLC, Manual Testing, Quality Assurance, Requirements Gathering, Databases, Oracle, Troubleshooting, Test Automation, Business Requirements, Business Analysis, Defect Tracking, Microsoft SQL Server, HP Quality Center, Technical Documentation, Oracle SQL, Specifications, Agile & Waterfall..., Black Box Testing, Fixed Income, Scrum, Unix, Test Automation..., Mercury QuickTest Pro, ClearQuest, JIRA, Investments, MCH, SAAS, Functional Testing, SOA, Application Architecture, Smoke Testing, Data Analysis, Desktop Applications, Rational Team Concert, Data Warehousing
Education
University of Findlay 2001 — 2004
Master of Business Administration (MBA), Finance-Major, Minor in Information Systems
M.S University 1995 — 1998
Bachelor of Commerce, Accounting
Aptech 1996 — 1997
Diploma, Software Applications
Navrachna 1983 — 1995
High School
Sun Life Financial April 2014 - Present
State Street November 2012 - March 2014
BNY Mellon November 2008 - June 2012
BNY Mellon June 2005 - October 2008
Mercer October 2004 - June 2005
Anagram Finance July 1998 - June 2001
Skills
User Acceptance Testing, Quality Center, Regression Testing, System Testing, Requirements Analysis, SQL, Testing, SDLC, Manual Testing, Quality Assurance, Requirements Gathering, Databases, Oracle, Troubleshooting, Test Automation, Business Requirements, Business Analysis, Defect Tracking, Microsoft SQL Server, HP Quality Center, Technical Documentation, Oracle SQL, Specifications, Agile & Waterfall..., Black Box Testing, Fixed Income, Scrum, Unix, Test Automation..., Mercury QuickTest Pro, ClearQuest, JIRA, Investments, MCH, SAAS, Functional Testing, SOA, Application Architecture, Smoke Testing, Data Analysis, Desktop Applications, Rational Team Concert, Data Warehousing
Education
University of Findlay 2001 — 2004
Master of Business Administration (MBA), Finance-Major, Minor in Information Systems
M.S University 1995 — 1998
Bachelor of Commerce, Accounting
Aptech 1996 — 1997
Diploma, Software Applications
Navrachna 1983 — 1995
High School
Joey Palcher's State Street Experience November 2008 - June 2010
Job Supervisor at RTS Financial
Industry Financial Services
Experience
RTS Financial March 2012 - Present
RTS Financial November 2011 - March 2012
RTS Financial June 2010 - November 2011
State Street November 2008 - June 2010
Education
The University of Kansas 2003 — 2008
Bachelor of Science (BS), Marketing
RTS Financial March 2012 - Present
RTS Financial November 2011 - March 2012
RTS Financial June 2010 - November 2011
State Street November 2008 - June 2010
Education
The University of Kansas 2003 — 2008
Bachelor of Science (BS), Marketing
Lindsay Haven's State Street Experience September 2015 - Present
Job Client Ops Administrator, Senior Associate at State Street
Industry Accounting
Experience
State Street September 2015 - Present
State Street June 2014 - Present
State Street March 2013 - May 2014
State Street June 2011 - March 2013
State Street June 2010 - June 2011
On The Border September 2005 - June 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Time Management, GAAP, Financial Accounting, Microsoft Excel, Microsoft Office, Leadership, Analysis, Management
Education
The University of Kansas 2006 — 2010
Accounting, Accounting
State Street September 2015 - Present
State Street June 2014 - Present
State Street March 2013 - May 2014
State Street June 2011 - March 2013
State Street June 2010 - June 2011
On The Border September 2005 - June 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Time Management, GAAP, Financial Accounting, Microsoft Excel, Microsoft Office, Leadership, Analysis, Management
Education
The University of Kansas 2006 — 2010
Accounting, Accounting
Kalee Bachrodt's State Street Experience September 2010 - November 2012
Job Project Manager at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation July 2015 - Present
Cerner Corporation April 2014 - April 2015
Cerner Corporation October 2012 - April 2014
State Street September 2010 - November 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Recruiting, Internal Controls, Sales, PeopleSoft, Salesforce.com, Data Analysis, Payroll, Leadership, Investments, Forecasting, Business Analysis, Strategic Planning, Employee Benefits, Consulting, Management, Team Building, Strategy
Education
Univeristy of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, entrepreneurship
University of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Centene Corporation July 2015 - Present
Cerner Corporation April 2014 - April 2015
Cerner Corporation October 2012 - April 2014
State Street September 2010 - November 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Recruiting, Internal Controls, Sales, PeopleSoft, Salesforce.com, Data Analysis, Payroll, Leadership, Investments, Forecasting, Business Analysis, Strategic Planning, Employee Benefits, Consulting, Management, Team Building, Strategy
Education
Univeristy of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, entrepreneurship
University of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Klaus Diem's State Street Experience January 2001 - April 2005
Job Vice President, Chief Financial Officer Nationwide Investments at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance April 2012 - Present
Nationwide Insurance October 2008 - April 2012
State Street January 2001 - April 2005
Skills
Investments, Financial Analysis, Financial Reporting, Financial Statements, Managerial Finance, Business Process..., Securities, Financial Modeling
Education
University of Kansas 1995 — 2000
Bachelor of Science, Business Administration
Nationwide Insurance April 2012 - Present
Nationwide Insurance October 2008 - April 2012
State Street January 2001 - April 2005
Skills
Investments, Financial Analysis, Financial Reporting, Financial Statements, Managerial Finance, Business Process..., Securities, Financial Modeling
Education
University of Kansas 1995 — 2000
Bachelor of Science, Business Administration
Katie Dosenbach's State Street Experience March 2008 - September 2011
Job Administrative Assistant at Travois
Industry Financial Services
Experience
Travois July 2013 - Present
State Street March 2008 - September 2011
Beauprez for Congress September 2003 - June 2004
Koch Industries June 2003 - September 2003
Wayne Allard for U.S. Senate April 2001 - December 2002
Colorado Republican Committee August 2000 - April 2002
Skills
Financial Analysis, Financial Services, Wealth Management, Securities, Fundraising, Direct Mail Campaigns, Event Planning, Political Campaigns, Catering
Education
University of Kansas 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Travois July 2013 - Present
State Street March 2008 - September 2011
Beauprez for Congress September 2003 - June 2004
Koch Industries June 2003 - September 2003
Wayne Allard for U.S. Senate April 2001 - December 2002
Colorado Republican Committee August 2000 - April 2002
Skills
Financial Analysis, Financial Services, Wealth Management, Securities, Fundraising, Direct Mail Campaigns, Event Planning, Political Campaigns, Catering
Education
University of Kansas 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Brent Garcia's State Street Experience August 2009 - December 2009
Job Assurance Ernst & Young
Industry Financial Services
Experience
Ernst & Young May 2010 - Present
State Street August 2009 - December 2009
Federal Reserve Bank of Minneapolis May 2009 - August 2009
Chown Dewhurst LLP May 2008 - August 2008
Dole Institute of Politics August 2005 - December 2006
Education
The University of Kansas 2005 — 2010
BS, Finance, Latin American Studies
University of Virginia
MS, Accounting
Ernst & Young May 2010 - Present
State Street August 2009 - December 2009
Federal Reserve Bank of Minneapolis May 2009 - August 2009
Chown Dewhurst LLP May 2008 - August 2008
Dole Institute of Politics August 2005 - December 2006
Education
The University of Kansas 2005 — 2010
BS, Finance, Latin American Studies
University of Virginia
MS, Accounting
Jolene Dreiling's State Street Experience March 1994 - Present
Job Project Analyst at State Street
Industry Financial Services
Experience
State Street March 1994 - Present
Skills
Business Analysis, SDLC, PMO, Visio, Risk Management, Requirements Gathering, Business Requirements, Process Improvement, Financial Services, Financial Analysis, Business Process..., Vendor Management, Requirements Analysis, Analysis, Access
Education
The University of Kansas 1999 — 2001
Master's Degree, Management Information Systems, General
The University of Kansas 1988 — 1991
Bachelor's Degree, Accounting
State Street March 1994 - Present
Skills
Business Analysis, SDLC, PMO, Visio, Risk Management, Requirements Gathering, Business Requirements, Process Improvement, Financial Services, Financial Analysis, Business Process..., Vendor Management, Requirements Analysis, Analysis, Access
Education
The University of Kansas 1999 — 2001
Master's Degree, Management Information Systems, General
The University of Kansas 1988 — 1991
Bachelor's Degree, Accounting
Andy Ashworth's State Street Experience July 2010 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street Global Exchange January 2015 - Present
State Street July 2010 - Present
Aon Consulting December 2006 - July 2010
Hymans Robertson December 2004 - December 2006
Hymans Robertson September 2000 - December 2004
Skills
ALM, Pensions, Risk, Actuarial, Investments, Risk Management, Financial Modeling, Enterprise Risk..., Mathematics, Statistics, Actuarial Science, Financial Risk, Derivatives, Asset Management, Financial Services
Education
Edinburgh University 1996 — 2000
BSc Hons, Mathematics
Faculty of Actuaries
Associate of Faculty of Actuaries
State Street Global Exchange January 2015 - Present
State Street July 2010 - Present
Aon Consulting December 2006 - July 2010
Hymans Robertson December 2004 - December 2006
Hymans Robertson September 2000 - December 2004
Skills
ALM, Pensions, Risk, Actuarial, Investments, Risk Management, Financial Modeling, Enterprise Risk..., Mathematics, Statistics, Actuarial Science, Financial Risk, Derivatives, Asset Management, Financial Services
Education
Edinburgh University 1996 — 2000
BSc Hons, Mathematics
Faculty of Actuaries
Associate of Faculty of Actuaries
Jason Lovell's State Street Experience June 2001 - July 2014
Job Finance Manager at The Community Mercantile
Industry Financial Services
Experience
Community Mercantile Co-Op July 2014 - Present
State Street June 2001 - July 2014
Skills
Management, Business Process, Insurance, Human Resources, Interviews, Executive Management, Risk Management, New Business Development, Leadership
Education
Washburn University 1999 — 2001
BA, Finance
University of Kansas
Community Mercantile Co-Op July 2014 - Present
State Street June 2001 - July 2014
Skills
Management, Business Process, Insurance, Human Resources, Interviews, Executive Management, Risk Management, New Business Development, Leadership
Education
Washburn University 1999 — 2001
BA, Finance
University of Kansas
David L. Jones's State Street Experience February 2014 - December 2014
Job Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services November 2014 - Present
State Street February 2014 - December 2014
University of Kansas January 2013 - March 2014
Commerce Bank July 2008 - January 2013
Commerce Bank November 2005 - July 2008
Commerce Bank May 2001 - November 2005
Commerce Bank August 1998 - January 2000
Skills
Sales, Customer Service, Time Management, Sales Management, Training, Coaching, Strategic Planning, Financial Analysis, Managed Funds, Business Development, Marketing, Problem Solving, Marketing Communications, Strategic Communications, State of Kansas Life..., CRM, Project Management, Branch Management, Public Speaking, Management, Team Building, Banking, Finance, Credit, Leadership, Analysis, Planning
Education
University of Kansas 2000 — 2005
Bachelor of Arts (BA), Anthropology
Sumner Academy of Arts & Sciences 1996 — 2000
High School Diploma, Business
Boston Financial Data Services November 2014 - Present
State Street February 2014 - December 2014
University of Kansas January 2013 - March 2014
Commerce Bank July 2008 - January 2013
Commerce Bank November 2005 - July 2008
Commerce Bank May 2001 - November 2005
Commerce Bank August 1998 - January 2000
Skills
Sales, Customer Service, Time Management, Sales Management, Training, Coaching, Strategic Planning, Financial Analysis, Managed Funds, Business Development, Marketing, Problem Solving, Marketing Communications, Strategic Communications, State of Kansas Life..., CRM, Project Management, Branch Management, Public Speaking, Management, Team Building, Banking, Finance, Credit, Leadership, Analysis, Planning
Education
University of Kansas 2000 — 2005
Bachelor of Arts (BA), Anthropology
Sumner Academy of Arts & Sciences 1996 — 2000
High School Diploma, Business
Phillip Mauriello's State Street Experience January 2013 - May 2013
Job American Century Investments
Industry Financial Services
Experience
State Street January 2013 - May 2013
State Street December 2011 - January 2013
Jewish Community Center of Greater Kansas City June 2011 - August 2011
Jewish Community Center of Greater Kansas City June 2010 - August 2010
Jewish Community Center of Greater Kansas City June 2009 - August 2009
Jewish Community Center of Greater Kansas City June 2008 - August 2008
Jewish Community Center of Greater Kansas City June 2007 - August 2007
Honeywell Aerospace June 2006 - May 2007
Skills
Microsoft Word, Microsoft Excel, Finance, International Business, Microsoft Office
Education
University of Kansas 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.73 GPA
State Street January 2013 - May 2013
State Street December 2011 - January 2013
Jewish Community Center of Greater Kansas City June 2011 - August 2011
Jewish Community Center of Greater Kansas City June 2010 - August 2010
Jewish Community Center of Greater Kansas City June 2009 - August 2009
Jewish Community Center of Greater Kansas City June 2008 - August 2008
Jewish Community Center of Greater Kansas City June 2007 - August 2007
Honeywell Aerospace June 2006 - May 2007
Skills
Microsoft Word, Microsoft Excel, Finance, International Business, Microsoft Office
Education
University of Kansas 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.73 GPA
Chong H. Patterson's State Street Experience August 2007 - April 2008
Job Insurance Finance Risk Management Professional
Industry Financial Services
Experience
Tokio Marine Management, Inc. June 2015 - Present
State Farm April 2013 - June 2015
State Farm June 2010 - March 2013
State Street August 2007 - April 2008
Skills
Data Analysis, Risk Management, Property & Casualty..., Portfolio Management, Banking, Claim, Sales, Insurance, Valuation, Leadership, Mutual Funds, Life Insurance, Subrogation, Underwriting, Team Leadership, Training, Liability, Finance, Commercial Insurance, Financial Analysis, Account Management, Professional Liability
Education
The University of Kansas 2002 — 2006
Bachelor of Science, Finance
Tokio Marine Management, Inc. June 2015 - Present
State Farm April 2013 - June 2015
State Farm June 2010 - March 2013
State Street August 2007 - April 2008
Skills
Data Analysis, Risk Management, Property & Casualty..., Portfolio Management, Banking, Claim, Sales, Insurance, Valuation, Leadership, Mutual Funds, Life Insurance, Subrogation, Underwriting, Team Leadership, Training, Liability, Finance, Commercial Insurance, Financial Analysis, Account Management, Professional Liability
Education
The University of Kansas 2002 — 2006
Bachelor of Science, Finance
Jonathan Molina's State Street Experience March 2009 - February 2012
Job Assistant Vice President at Swiss Re
Industry Insurance
Experience
Swiss Re February 2012 - Present
State Street March 2009 - February 2012
State Street July 2007 - March 2009
State Street December 2005 - July 2007
Skills
US GAAP, Investments, Insurance Regulatory, Fund Accounting, Microsoft Excel, VBA, Fixed Income, Equities, Corporate Actions, Financial Analysis
Education
University of Kansas 2000 — 2005
Bachelor of Science in Business, Finance, General
Swiss Re February 2012 - Present
State Street March 2009 - February 2012
State Street July 2007 - March 2009
State Street December 2005 - July 2007
Skills
US GAAP, Investments, Insurance Regulatory, Fund Accounting, Microsoft Excel, VBA, Fixed Income, Equities, Corporate Actions, Financial Analysis
Education
University of Kansas 2000 — 2005
Bachelor of Science in Business, Finance, General
O'Connell Daniel's State Street Experience January 2013 - Present
Job
Industry Investment Management
Experience
State Street January 2013 - Present
Education
The University of Georgia 2005 — 2010
Bachelor of Science (B.S.), Financial Planning and Services
State Street January 2013 - Present
Education
The University of Georgia 2005 — 2010
Bachelor of Science (B.S.), Financial Planning and Services
Robert Germinder III's State Street Experience June 2014 - Present
Job Associate II Client Inquiry Specialist at State Street
Industry Investment Banking
Experience
State Street June 2014 - Present
City of Overland Park April 2013 - June 2014
Skills
Accounting, Internal Audit, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Analysis, Managerial Finance, Budgets
Education
The University of Kansas 2010 — 2014
Bachelor's degree, Accounting
State Street June 2014 - Present
City of Overland Park April 2013 - June 2014
Skills
Accounting, Internal Audit, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Analysis, Managerial Finance, Budgets
Education
The University of Kansas 2010 — 2014
Bachelor's degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.