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
Tufts Audit and Management Advisory Services September 2014 - Present
Another Option Tufts August 2014 - Present
Tufts University September 2013 - Present
State Street June 2015 - August 2015
Medical Discovery Partners LLC May 2014 - October 2014
School the World June 2014 - August 2014
Let's Get Ready May 2013 - August 2013
Skills
Writing, Public Speaking, Critical Thinking, SQL, Microsoft Excel, Research, Stata, Teamwork, Problem Solving, Budgets, Matlab, Event Planning
Education
Tufts University 2012 — 2016
Bachelor’s Degree, Economics, 3.57
State Street October 2009 - February 2012
Otis & Ahearn Real Estate July 2008 - September 2009
United Way of Massachusetts Bay and Merrimack Valley October 2006 - July 2008
Skills
Microsoft Office, Bloomberg, Photoshop, Microsoft Excel, Financial Analysis, Hedge Funds, Data Analysis
Education
Trinity College-Hartford 2001 — 2005
BA, Political Science & Theater and Dance
State Street April 2014 - Present
State Street March 2013 - April 2014
State Street March 2012 - March 2013
State Street June 2011 - March 2012
Skills
Fixed Income, Equities, Accounting, Fund Accounting, Microsoft Office, Change Management, Management
Education
The University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
TruHome Solutions, LLC May 2014 - Present
State Street August 2012 - May 2014
State Street June 2010 - August 2012
State Street February 2007 - June 2010
Skills
Visual Basic for..., Encompass360, Velocify, Accounting, Account Reconciliation, Bloomberg, Finance, Securities, Fund Accounting, Investments, General Ledger, Financial Reporting, Auditing, Internal Controls, Software Documentation, Mutual Funds, Financial Statements, HTML Emails, Visual Basic, Technical Support, Process Improvement, Process Analysis, Operational Process..., Streamlining Work..., Microsoft Excel
Education
Truman State University 2000 — 2004
Bachelor of Arts (B.A.), Business/Finance
Mariner Holdings November 2012 - Present
State Street January 2011 - November 2012
DeVry Inc. April 2010 - June 2010
IC-Tag Solutions October 2009 - January 2010
Maritz Research June 2009 - October 2009
Skills
QuickBooks, Microsoft Office, SPSS, Microsoft Excel, PowerPoint, Derivatives
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (MS), Finance
Truman State University 2005 — 2009
BS, Finance
Commerce Bank January 2014 - Present
Commerce Bank March 2011 - January 2014
State Street August 2008 - March 2011
Education
Truman State University 1998 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Boston Private Wealth LLC June 2015 - Present
Tufts Financial Group September 2012 - Present
Upgrade Capital October 2014 - March 2015
State Street September 2014 - December 2014
JFP Holdings May 2014 - August 2014
WaterFire Providence June 2013 - August 2013
Zolio Inc April 2013 - June 2013
Skills
Research, Editing, Financial Modeling, Microsoft Excel, PowerPoint, Photoshop, Java, Public Speaking, Teamwork, Social Media, Data Analysis, Valuation
Education
Tufts University 2012 — 2016
Bachelor's Degree, Quantitative Economics; Chinese
Zhejiang University 2014 — 2014
Bachelor's Degree, Chinese Language and Literature
Moses Brown School 2008 — 2012
Brown Brothers Harriman August 2015 - Present
State Street June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
VB/Research October 2013 - December 2013
Thayer Academy Summer Programs June 2013 - August 2013
Luke's Liquor Store December 2011 - August 2012
Reebok July 2010 - October 2010
Thayer Academy June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Raiser's Edge, People Skills, Safari, Solid computer skills, Teamwork, Leadership
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Foundation for International Education
Internship Pathway, Junior
Thayer Academy 2007 — 2011
Diploma, AP Biology, AP Calculus AB
State Street May 2014 - August 2014
Education Unlimited May 2010 - July 2010
Camp Be Together June 2009 - August 2009
Rice University May 2008 - August 2008
Skills
Java, C, Lisp, French, Arabic, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Publisher, Dreamweaver, Photoshop, Spanish-English, Photography, Soccer, Tennis, Cultural Diversity, Music, DJ, Swimming, Foreign Languages, Travel, Social Skills, Leadership, Entrepreneurship, Phi Sigma Pi honors..., Social Networking, Github, CSS, Facebook, Ruby, Xcode, Programming, SQL, OpenGL, C++, Spanish, Eclipse
Education
The University of Texas at Austin 2011 — 2015
Bachelor's Degree, Computer Science
Lycee Charles de Gaulle 1999 — 2011
Granite Telecommunications August 2012 - Present
State Street November 2009 - August 2012
EZ Info Systems June 2006 - November 2009
Verizon Data Services June 2003 - 2006
Skills
SSIS, SSRS, SDLC, Business Intelligence, Data Warehousing, Microsoft SQL Server, SSAS 2008, ASP.NET, C#, VB.NET, WCF, PowerPivot, ETL, Analysis Services, MDX, SQL Tuning, Business Intelligence..., DAX, Informatica, TIBCO Business Studio, SSAS, Tableau
Education
Thiagarajar College of Engineering 1993 — 1997
Bachelor of Engineering (BE), Computer Science, First Class
State Street May 1995 - Present
Skills
Banking, Risk Management, Finance, Investments, Financial Services, Equities, Bonds, Compliance, Derivatives, Transfer Agent, Budgeting, Accounting, Mutual Funds, Fund Accounting, Fixed Income, Corporate Actions, Cash Management, Fund Administration, Trusts, Pensions, Global Custody, Expenses, Portfolio Management
Education
Truman State University 1991 — 1995
Bachelor's Degree, Accounting
State Street June 2015 - Present
EY July 2013 - June 2015
Merrill Lynch May 2012 - December 2012
UBS Wealth Management September 2011 - December 2011
Skills
Economics, Financial Modeling, Stata, Econometrics, Macroeconomics, Salesforce.com, Finance, Customer Service, Research
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Economics
The Governor's Academy 2006 — 2009
Truman State University Office of Admissions August 2011 - Present
The Hard Places Community July 2013 - August 2013
State Street June 2012 - August 2012
Kanakuk Kamps May 2011 - August 2011
Kanakuk Ministries May 2011 - August 2011
Park Hill School District May 2010 - August 2010
Justice for Girls May 2009 - May 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Microsoft Office, Serve Safe Certified
Education
Truman State University 2010 — 2014
Bachelor of Science, Accounting; Business Administration - Finance
Park Hill High School 2006 — 2010
Truman State University
Bachelor of Science, Accounting
State Street January 2014 - Present
State Street June 2012 - January 2014
State Street November 2010 - June 2012
State Street May 2008 - November 2010
Skills
Fund Accounting, Derivatives, Mutual Funds, Equities, Accounting
Education
University of Kansas 2001 — 2005
Bachelor of Science in Business/Business Administration, Business Administration With Finance Emphasis
Anders CPAs + Advisors December 2010 - Present
Kiefer Bonfanti & Co. LLP January 2006 - December 2010
Truman State University January 2005 - December 2005
State Street May 2005 - August 2005
Truman State University August 2004 - May 2005
Skills
Accounting, Auditing, Employee Benefits, Financial Reporting, Fraud, Internal Controls, Microsoft Excel, GAAP, Budgets, Tax, Tax Preparation, Partnership Taxation, Corporate Tax, CPA
Education
Truman State University 2001 — 2005
MA, Accounting
State Street August 2015 - Present
KPMG March 2014 - July 2015
ISNetworld January 2014 - February 2014
ISNetworld August 2013 - January 2014
ISNetworld June 2012 - August 2013
Dimensional Fund Advisors May 2011 - August 2011
Greater Austin Chamber of Commerce November 2007 - August 2008
Skills
Social Media, Microsoft Excel, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Apple June 2015 - Present
Accenture August 2013 - Present
Center for Financial Services Innovation May 2011 - September 2011
Visa September 2006 - July 2010
MaPS February 2005 - March 2006
State Street September 2004 - January 2005
Skills
Analytics, Pricing, Pricing Strategy, Competitive Analysis, Business Strategy, Strategy, Analysis, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
MBA
University of Michigan - Ford School of Public Policy 2010 — 2013
MPP
Tufts University 2001 — 2004
B.A.
State Street July 2013 - Present
Kohl's Department Stores July 2010 - June 2013
Columbia Capital Management, LLC June 2011 - August 2011
Attucks Asset Management, LLC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Finance, Microsoft Word, Management
Education
University of Kansas 2008 — 2013
Bachelor of Science (BSB), Finance, General
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman February 2011 - March 2014
Brown Brothers Harriman February 2008 - February 2011
Brown Brothers Harriman October 2006 - February 2008
State Street April 2006 - October 2006
Investors Bank & Trust March 2005 - April 2006
Investors Bank & Trust May 2004 - March 2005
Investors Bank & Trust July 2001 - May 2004
VIS Corporation September 1999 - July 2001
Skills
Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Equities, Derivatives, Asset Managment, Securities, Financial Services, Relationship Management, Fund Accounting, Global Trade Management, Corporate Actions, Foreign Exchange, Superior Client Service, Global Custody, Asset Management, CRM, Client Services, Finance, Settlement
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MSF, Finance
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Psychology
State Street January 2015 - Present
State Street October 2013 - December 2014
NAIA January 2013 - October 2013
UMKC September 2012 - January 2013
Atlanta Hawks and Philips Arena (Atlanta Spirit LLC) January 2012 - May 2012
University of Kansas Athletics August 2011 - December 2011
Kansas City T-Bones Baseball Club May 2011 - August 2011
Skills
Microsoft Suite (Excel,..., Sports, Event Management, PowerPoint, Microsoft Excel, Microsoft Publisher, Sports Management, Sports Marketing, Event Planning, Social Media, Customer Service, Teamwork, Sales, Time Management
Education
University of Kansas 2009 — 2012
Bachelor of Science, Sport Management, 3.7
HighQuest Partners April 2015 - Present
State Street April 2015 - April 2015
Il Casale 2011 - December 2014
Tufts University February 2014 - October 2014
Tufts University January 2014 - May 2014
Tufts University September 2013 - May 2014
Tufts University September 2011 - May 2014
Share Our Strength September 2013 - October 2013
Skills
Romance Languages, Quantitative Analytics, Leadership, Microeconomics, Teaching, Statistics, Culinary Arts, Stata, Microsoft Office, Spanish, Analytics, Marketing, Marketing Strategy
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Quantitative Economics
Winchester High School 2006 — 2010
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Trindent Consulting July 2014 - Present
Transamerica AEGON Canada July 2011 - July 2014
AIESEC Toronto September 2009 - December 2012
Petro-Techna International 2007 - August 2011
State Street October 2005 - 2007
AIESEC Toronto September 2003 - May 2005
Skills
Management Consulting, Operations Management, Project Planning, Project Coordination, Business Strategy, Team Leadership, Capital Markets, Bloomberg, PMO, Business Process..., Business Analysis, Budgets, Analysis, Competitive Analysis, Project Management, Strategy, Risk Management, Insurance, Consulting
Education
The University of Texas at Austin 2014 — 2014
University of Toronto - Rotman School of Management 2011 — 2014
MBA
Project Management Institute 2009 — 2009
PMP
University of Toronto - Victoria University 2000 — 2005
HBA
Daszkal Bolton Family Office December 2014 - Present
Business Allies Group LLC January 2013 - July 2014
State Street 2006 - 2009
State Street 2001 - 2006
State Street 1999 - 2001
State Street 1998 - 1999
State Street 1997 - 1998
Skills
Accounting, Process Improvement, Financial Analysis, Risk Management, Business Process..., Forecasting, Analysis, Mutual Funds, Budgets, Financial Reporting, Business Analysis, Microsoft Excel, Access, Financial Accounting, Internal Controls, Management, Financial Statements
Education
Truman State University
Bachelor of Science (B.S.), Accounting
State Street January 2008 - Present
State Street January 1999 - December 2007
Americo Financial Life and Annuity September 1993 - January 1999
Agency Premium Finance November 1991 - 1993
Seafield Capital Corp November 1990 - November 1991
Deloitte January 1984 - November 1990
Skills
Accounting, Management, Client-oriented, Investments, Financial Analysis, Financial Reporting, Finance, Creative Problem Solving, Business Process..., Vendor Relationships, Operating Budgets, Contract Negotiation, Action Oriented, Public Speaking, Strategic Leadership
Education
University of Kansas - Graduate School of Business 1982 — 1983
Master of Science (M.S.), Accounting
University of Kansas 1979 — 1982
Bachelor of Science (B.S.), Accounting
Private Capital Research Institute March 2015 - Present
State Street October 2014 - February 2015
Harvard University June 2014 - August 2014
Center for the Arts at the Armory June 2013 - August 2013
Songcatchers June 2009 - September 2009
Skills
Fund Administration, Database Administration, Database Queries, Microsoft Excel, PowerPoint, Stata, VBA, SQL, C++ Language, FoxPro, Econometrics, Quantitative Research, Quantitative Finance, Accounting, Financial Modeling, Equity Valuation, Financial Audits, Office Administration, Windows, Mac OS, Linux, Piano Education, Customer Service, Teaching
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Music, GPA: 3.71 (Magna Cum Laude)
German School New York 1996 — 2010
High school diploma, Abitur (final exam) and cumulative grade: 1.5 (~GPA: 3.75)
Lincoln Military Housing July 2014 - Present
State Street October 2012 - July 2014
St. Joseph Hospital May 2010 - March 2013
State Street July 2011 - October 2012
State Street July 2010 - June 2011
Skills
Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Event Planning, Data Analysis, Social Media, Public Speaking, Customer Satisfaction, Facebook, Research, Fundraising
Education
Truman State University 2005 — 2009
Bachelor of Arts (B.A.), Business Administration, Marketing
Keller Williams Real Estate April 2014 - Present
State Street November 2009 - Present
Old Mutual August 2005 - November 2008
Deloitte January 2003 - December 2004
KPMG, LLP August 2001 - June 2002
PREMIERE e-SOLUTIONS January 2000 - June 2001
METRO MARKET SERVICES June 1995 - August 1999
ALVERNO MEMPHIS CORP October 1993 - June 1995
Skills
Training, Budgets, Event Planning, Human Resources, Management, Marketing, Microsoft Excel
Education
The University of Memphis 1992 — 1995
B.A., History and English
Union University
University of New Mexico Foundation May 2013 - October 2014
OppenheimerFunds December 2011 - December 2012
OppenheimerFunds July 2007 - November 2011
OppenheimerFunds February 2005 - June 2007
State Street August 2002 - January 2005
State Farm Insurance May 1998 - July 2002
State Farm Insurance February 1992 - April 1998
Northwestern Mutual February 1991 - January 1992
Skills
Relationship Management, Business Development, Sales and Marketing, Program Management, Project Management, Strategic Planning, Community Outreach, Mutual Funds, Series 6, Investments, Series 63, Series 7, Financial Services, Wealth Management, Marketing Strategy, Securities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
The University of New Mexico 1984 — 1991
Bachelor of Science (BS)
Santander Bank, N.A. July 2014 - Present
State Street July 2013 - July 2014
Virtusa June 2011 - July 2013
Citi via Virtusa August 2011 - June 2013
Trinity College - Hartford September 2010 - September 2011
Money Matters Radio / Armstrong Advisory Group May 2006 - August 2010
Observatorio Europeo de Televisión Infantil 2010 - June 2010
UBS Wealth Management September 2009 - December 2009
Skills
Project Management, Six Sigma, Procedural Documentation, Communication, Onboarding, Teamwork, Writing, BRD, Microsoft Office, ACT!, Eviews, Blueprint, Spanish, Social Media, Editing, Management, Data Analysis, Analysis, Team Management, Strategy, Finance, Economics, Analytics, Business Analysis
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, Economics, Spanish
Villanova University
Mastering Business Analysis, Six Sigma Green Belt
Medfield High School
Haymarket People's Fund January 2015 - Present
Levi Strauss & Co. June 2014 - August 2014
State Street September 2013 - December 2013
ParkNow NA June 2013 - August 2013
RuffaloCODY November 2011 - May 2012
Zareason June 2010 - August 2010
Skills
PowerPoint, Research, Microsoft Office, STATA, English, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Social Media, Linux, HTML, Windows, Event Planning, Essbase, Financial Statement..., Chinese, Community Outreach, Data Analysis, Mandarin, Economics, Social Marketing
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Chinese, Dean's List
Zhejiang University 2013 — 2013
Bachelor of Arts (B.A.), Chinese Language and Literature, 3.91
Berkeley High School
Analog Devices March 2015 - Present
KPMG June 2011 - February 2015
State Street February 2010 - June 2011
America's Growth Capital May 2008 - July 2008
Skills
Internal Controls, Financial Reporting, Financial Modeling, Financial Analysis, Valuation, Management Consulting, SAP, PeopleSoft, Visio, Account Reconciliation, Analysis, Access, Sarbanes-Oxley Act, US GAAP, P&L Financial Management, Business Analysis, Business Strategy, SEC filings, Financial Accounting, Accounting, Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
The University of Notre Dame Australia 2007 — 2007
The Rivers School 2003 — 2005
Belmont Hill School 1999 — 2003
Trinity College - Hartford September 2013 - Present
Morgan Stanley June 2015 - August 2015
State Street June 2014 - August 2014
Morgan Stanley Investment Management May 2013 - July 2013
Skills
Public Speaking, Economics, Leadership, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Securities, Microsoft Office, Finance, Bloomberg Terminal, ETFs
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
Institute of Economics and Political Studies, Cambridge University 2015 — 2015
4.0/4.0
Glen Rock High School 2008 — 2012
PwC July 2015 - Present
PwC November 2012 - June 2015
Beacon Consulting Group January 2010 - October 2012
Aite Group January 2008 - December 2009
FundQuest April 2007 - December 2007
State Street June 2006 - October 2006
Skills
Financial Services, Capital Markets, Due Diligence, Fund Accounting, Risk Management, Business Process..., Business Strategy, Asset Management, Business Process Design, Asset Managment, Process Improvement, Shared Services, Market Research, Resource Allocation, Time Study, Project Management, Legal Compliance
Education
Tufts University 2002 — 2006
B.A., Economics
Don Bosco Preparatory High School 1998 — 2002
Black & Veatch August 2011 - Present
Cerner Corporation April 2006 - August 2011
State Street December 2003 - April 2006
Skills
Tax, International Tax, Corporate Tax, Income Tax, Tax Accounting, CPA, US GAAP, Tax Research, Tax Preparation, Tax Returns, Financial Statements, Account Reconciliation, Sales Tax, Finance, Transfer Pricing, Financial Modeling, Tax Advisory, Corporate Finance, Revenue Recognition, PeopleSoft, Accounting, Financial Reporting, Financial Accounting
Education
University of Missouri-Kansas City 2005 — 2007
MS, Accounting, Tax Emphasis
Truman State University 2000 — 2003
BS, Accounting
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
State Street June 2015 - Present
Barclays October 2013 - May 2015
Cognizant Technology Solutions September 2010 - October 2013
American Express September 2010 - July 2012
Intel Corporation May 2010 - September 2010
Helix Business Solutions May 2009 - August 2009
Hexaware Technologies August 2007 - August 2008
Mastek Limited June 2004 - July 2007
Skills
Hyperion, Essbase, Excel, FP&A, Financial Modeling, IT Strategy, Software Project..., MS Project, Bloomberg, SAP, Ibbotson EnCorr, Zephyr Style Analyzer, Venture Capital, GAAP, Financial Reporting, Forecasting, Budgeting, Financial Analysis, Corporate Finance, Business Strategy, Management Consulting, Process Improvement, NIVR, SEO, Ibbotson, Microsoft Excel, Budgets, Hyperion Enterprise, Mergers & Acquisitions, Strategic Planning, Strategy, Leadership, Management, Business Process, Start-ups, Business Analysis, Analytics
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Finance
Thadomal Shahani Engineering College, Mumbai University 2000 — 2004
Bachelors, Computer Science
PwC July 2014 - Present
PwC September 2013 - June 2014
State Street January 2012 - June 2012
UC Davis June 2010 - June 2012
Skills
Accounting, Data Entry, Microsoft Excel, Financial Statements, Illustrator, Economics, Auditing, Investments, Financial Reporting, Financial Analysis, Research, Access, Data Analysis, Financial Modeling, Financial Accounting, PowerPoint
Education
The University of Texas at Austin 2012 — 2013
Master of Professional Accounting, Financial Reporting and Assurance, Managerial Accounting and Control
University of California, Davis 2008 — 2011
BS, Managerial Economics
Granite Telecommunications 2006 - 2011
ACS Unclaimed Prpoerty January 2004 - November 2006
Faith Christian Fellowship Church November 2003 - April 2004
State Street August 1999 - February 2003
Education
Thomas Edison State College 2012 — 2014
Human Resource Management
Roxbury Community College 2002 — 2004
Business Administration
State Street March 2012 - Present
State Street April 2007 - March 2012
CIBC Mellon June 1998 - March 2003
Skills
Microsoft Excel, Equities
Education
Trent University 2001 — 2002
BA
York University
BA, Arts
State Street August 2013 - Present
James B. Nutter & Company August 2012 - July 2013
Burnett Investment Properties January 2008 - June 2013
Warrensburg Parks and Recreation June 2007 - May 2009
University of Central Missouri Taco Bell September 2007 - December 2008
University of Central Missouri Bookstore June 2007 - August 2007
Skills
Statistics, Microsoft Office, Word, Sales, Accounting, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Teamwork, Public Speaking, Research, Financial Analysis, Teaching, Time Management
Education
University of Central Missouri 2011 — 2012
MBA, Finance
Lees Summit North HS
Truman State University
University of Central Missouri
Bachelor of Science, Physical Education; Corporate Fitness
DSI ® September 2014 - Present
Uhlig September 2010 - August 2014
State Street November 2009 - August 2010
Skills
Account Management, Sales, Marketing, Customer Service, Trade Shows, Outside Sales, Microsoft Office, Social Media, Email Marketing, Project Management, Salesforce.com, CRM, Public Speaking, Lead Generation, Enterprise Software, Software Sales
Education
University of Kansas 2005 — 2009
Bachelors, Communications, Business Administration
CIMBA 2008 — 2008
International Business, International Relations and Affairs
Cerner Corporation February 2015 - Present
Cerner Corporation May 2005 - January 2015
State Street March 2004 - May 2005
DST Systems February 2003 - March 2004
Education
University of Missouri-Kansas City 2004 — 2007
MBA, Finance
Truman State University 1998 — 2002
BA, Business Administration
KeyBank May 2015 - Present
Federal Reserve Bank of Cleveland May 2014 - May 2015
Ohio Department of Health September 2013 - May 2014
Medical Mutual April 2013 - September 2013
State Street April 2012 - May 2013
St. Jude Children's Research Hospital October 2011 - April 2012
Hilton Worldwide October 2010 - October 2011
Memphis Bioworks Foundation May 2010 - October 2010
University of Memphis August 2007 - May 2010
Livestock Nutrition Center (LLC) May 2009 - September 2009
Skills
Business Analysis, Analysis, Data Analysis, Project Management, Team Building, Market Research, Microsoft Office, Requirements Analysis, User Acceptance Testing, Agile Methodologies, SDLC, UML Tools, Sparx Enterprise..., Basel II, Cross Functional Team..., Forecasting, Waterfall, Business Strategy, Data Sourcing Projects, Public Speaking, Salesforce.com..., Marketing, Strategic Planning, Team Leadership, Sales, Salesforce.com, SPSS, Requirement..., Requirements Gathering, System Requirements, Functional..., Functional Design, Apex Data Loader, UAT coordination, Black Box Testing, Call Center, Customer-facing, Agile Testing, Scrum, Databases, Visio, SharePoint, Access, Quality Assurance, Software Documentation, Business Requirements, UML, Systems Analysis, MS Project, Persona
Education
The University of Memphis 2007 — 2010
Master of Business Administration (MBA), Management of Information Systems; Marketing
The University of Memphis 2010 — 2010
Graduate Certificate in Management Software Development and Testing, Management Information Systems
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management February 2009 - January 2015
J.P. Morgan Asset Management March 2007 - January 2009
State Street August 2006 - March 2007
Wachovia Securities August 2004 - June 2006
Booz Allen Hamilton June 2003 - August 2003
Skills
Mutual Funds, Investments, Securities, Asset Allocation, Asset Managment, Wealth Management, Separately Managed..., Unified Managed Accounts, Operations Management, Managing Workflow, Client Service Oriented, Management, Project Management, Video Production, Short Films, Web Series, Digital Marketing, Digital Media, SEO, Social Media, Social Media Marketing, Asset Management, Trading, Investment Management, Client Services
Education
Towson University 2000 — 2004
Bachelor’s of Science Degree, Economics major, Political Science minor
General Assembly
Digital Marketing
Therapy Changes July 2015 - Present
State Street February 2012 - February 2015
Skills
Account Management, Financial Accounting, Account Reconciliation, Banking, Finance, Mathematics, Investment Banking, Inter-departmental..., General Office Skills, Microsoft Excel, Microsoft Word, Work From Home..., Self-management, Strong Accuracy Aptitude, Leadership Development, Training, Supervisory Skills, Employee Training, Time Management, Team Leadership, Team Management, Team Building, Collaborative Problem..., Process Improvement, Organizational..., Organizational..., Project Planning, Event Planning, Event Management, Web Design, E-commerce, Creativity Skills, Creative Writing, Written Communication, Articulate Speaker, Strong Typing Skills, Community Development, Community Outreach, Community Service, Volunteering, Youth Mentoring, Youth Development, Substitute Teaching, Customer Service, Customer Satisfaction, Skilled Multi-tasker, Patience, Continuous Improvement, Leadership, Success Driven
Education
University of Kansas 2005 — 2010
BA, Economics
University of Kent
Art History
CLS Group August 2012 - Present
State Street August 2008 - November 2011
JPMorgan Chase 1988 - 2007
Skills
Commodity, Emerging Markets, Fixed Income, Derivatives, Trading, Hedge Funds, Capital Markets, Investment Banking, Currency, Portfolio Management, Investments, Financial Markets, Strategy, Options, Trading Systems, Bloomberg, FX Options, Alternative Investments
Education
Tufts University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Trust Sourcing Solutions January 2013 - Present
State Street February 2011 - December 2012
Boston Financial January 2010 - January 2011
Skills
Customer Service, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Microsoft Word, Global Operations, International Trade, Electronic Trading, Trading, Relationship Management, Banking, Corporate Communications, Microsoft Office, Microsoft Excel, Sales, Investments, Bonds, Bloomberg, ETFs, Account Reconciliation, Financial Markets, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Time Management, Computer Proficiency, Conflict Resolution, Time Deposits, Organization Skills, Organizational...
Education
The University of Kansas 2005 — 2008
B.A., Communications, Sociology
University of Kansas 2005 — 2008
Bachelor of Arts, Communication Studies
State Street Global Advisors May 2015 - Present
State Street July 2013 - Present
State Street June 2011 - Present
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2007 — 2011
B.A., History
Noble and Greenough School 2005 — 2007
Altegris Investments December 2012 - Present
NEPC December 2010 - November 2012
NEPC June 2010 - November 2010
NEPC September 2008 - May 2010
State Street October 2007 - August 2008
Southwestern Company May 2003 - August 2007
Skills
Investments, Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Excel, PowerPoint, Alternative Investments, Word, Mutual Funds, Outlook, Financial Reporting, Analysis, Endowments, Private Equity, Pension Funds, Access, Real Estate, Research, Microsoft Office, Factset, Risk Management, Pensions, Morningstar, Market Research, Credit, Due Diligence, Photoshop, Investment Management, Investment Strategies, Microsoft Excel
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Manage.com 2014 - 2015
Hack Reactor 2014 - 2014
Exeter Group 2012 - 2014
BNP Paribas June 2011 - August 2011
State Street June 2010 - August 2010
Skills
JavaScript, Express.js, Angular.js, OAuth, Node.js, MongoDB, Facebook API, Google API, Backbone.js, d3.js, Software Development, Ionic Framework, Cordova, Github, Git, Solution Architecture, Web Development, Project Management, Siebel, Computer System..., Microsoft Excel, Requirements Analysis, IT Strategy, Affordable Care Act, Business Analysis, D3.js, AngularJS
Education
Tufts University 2008 — 2012
Bachelor of Arts (BA), Quantitative Economics, Mathematics
Tufts Medical Center June 2015 - Present
Tufts Advancement Office September 2013 - June 2015
MedPanel, LLC May 2014 - January 2015
State Street May 2013 - August 2013
YouthBuild USA March 2013 - June 2013
Gillard's LLC May 2009 - August 2012
Rosie's Place November 2011 - May 2012
Stubbs Painting June 2010 - September 2010
Skills
Public Speaking, PowerPoint, Spanish, Microsoft Office, Research, Data Analysis, Social Media, Social Networking, Fundraising, Stata, Statistics, Team Leadership, Marketing Communications, Marketing Strategy, Econometrics, Project Management, SPSS, Microsoft Excel
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Community Health and Quantitative Economics
Phillips Exeter Academy 2010 — 2011
The Hartford March 2013 - Present
MassMutual March 2007 - March 2013
BearingPoint March 2005 - March 2007
State Street August 2002 - December 2004
General Motors May 2000 - August 2000
Skills
Competitive Analysis, LSS, Green Belt, Market Sizing, Business Strategy, Process Improvement, Business Process..., Program Management, Strategic Planning, Market Analysis, Corporate Strategy..., Segmentation, Management, Leadership, Marketing, Strategy, Analysis, Management Consulting, Project Management
Education
University of Notre Dame 1999 — 2001
MBA, Strategy, Management, Marketing
Trinity College-Hartford 1990 — 1994
BA, Political Science
State Street June 2015 - Present
Artisan Building Group, LLC June 2009 - Present
Skills
Team Leadership, Coaching, Supervising, Adventure Travel, Intercollegiate..., Work Ethic, PowerPoint, Research, Fundraising, Marketing, Teamwork, Facebook, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Leadership
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Political Science, Political Science and International Relations
Trinity College-Hartford 2011 — 2015
Sprint March 2009 - Present
Sprint June 2006 - March 2009
Union Bank of Missouri January 2006 - June 2006
Perry-Smith LLP November 1999 - December 2005
State Street May 1997 - September 1999
Skills
Internal Controls, Auditing, US GAAP, SEC filings, Internal Audit, Accounting, Financial Accounting, Process Improvement, Mergers, Assurance, Financial Statements, Cash Flow, External Audit, Analysis, Financial Reporting, CPA, Financial Analysis, Sarbanes-Oxley, GAAP, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions
Education
Truman State University 1993 — 1997
BS, Accounting
University of West London 1996 — 1996
N/A, International Business
Tetra Tech October 2014 - Present
EastWest Institute May 2014 - October 2014
EastWest Institute May 2013 - August 2013
State Street September 2012 - December 2012
The Green Life January 2012 - August 2012
Church View Farm May 2011 - July 2011
Skills
Chinese, Research, Social Media, PowerPoint, Photoshop, Public Speaking, Constant Contact, International Relations, Environmental Studies, Raiser's Edge, Drupal, Leadership Directories, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Vocal Coaching, Musical Directing, Singing
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Asian Studies
Zhejiang University 2012 — 2012
Chinese Language
TradeWind Energy, Inc. November 2014 - Present
State Street October 2012 - October 2014
UMB Bank February 2011 - October 2012
Hastings Entertainment June 2008 - June 2010
KTRM-FM January 2008 - May 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Access, Fundamental Analysis, Public Speaking, Analysis, Financial Analysis, Accounting, Financial Services, Customer Service, Portfolio Management
Education
University of Missouri-Kansas City 2011 — 2014
Master of Science, Finance
Truman State University 2006 — 2010
Bachelor of Arts (B.A.), History
State Street October 2013 - Present
LIONFUND MANAGEMENT CO, LTD February 2011 - March 2011
GUANGXI BEITOU HAOYUAN REAL ESTATE CO., LTD February 2010 - March 2010
Skills
Analysis, Microsoft Excel, Financial Analysis, Budgets, Bloomberg Terminal, Valuation, Bloomberg, Equity Research, Mandarin, Strategy, Financial Modeling, Investments, Finance, Capital IQ, Mutual Funds, Research, Strategic Financial..., Managerial Finance, Capital Markets, Banking, Financial Reporting, Competitive Analysis, Data Analysis, Quantitative Analytics, Asset Management, Portfolio Management, Eviews, Accounting, Stata, Financial Markets, Corporate Finance, Market Research, Business Analysis, Derivatives, Fixed Income, Wealth Management, Due Diligence, Risk Management, Securities, Private Equity, Equity Valuation, Financial Accounting, Mergers & Acquisitions, Equities, Investment Banking, Economics
Education
DEPAUL UNIVERSITY KELLSTADT GRADUATE SCHOOL OF BUSINESS 2011 — 2013
Master of Science, Finance
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Science (B.Sc.), finance
American Century Investments October 2013 - Present
PwC 2011 - October 2013
PwC 2006 - 2011
PwC 2003 - 2006
State Street June 1999 - July 2003
Skills
Accounting, Auditing, Asset Management, Assurance, Equities, Financial Reporting, SSAE 16, Fund Accounting, SEC filings, US GAAP, Financial Services, CPA, External Audit
Education
Truman State University 1994 — 1999
BS, Accounting
Truman State University 1994 — 1999
BS, Finance
Pioneer Investments September 2012 - Present
State Street November 2008 - October 2012
Patni Computer Systems November 2006 - November 2008
Abacus Technology Corp 2002 - 2006
Abacus Technology 2000 - 2002
Skills
Contract Negotiation, Contract Management, Contract Review, Procurement, Vendor Management, Sourcing, Strategic Sourcing, RFP, Negotiation, Purchasing, Process Improvement, E-procurement, Project Management, Cross-functional Team..., Management, Leadership, Supply Chain Management, Business Development
Education
Tufts University 1996 — 2000
Bachelor of Arts
Winchester High School
Ernst & Young October 2011 - Present
Reznick Group June 2010 - August 2010
State Street June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Finance, SEC filings, Auditing
Education
Washington and Lee University 2007 — 2011
B.S., Accounting, Business Administration
Trinity College, Dublin 2009 — 2009
Finance, International Accounting
Marblehead High School
Public Consulting Group November 2013 - Present
State Street August 2012 - October 2013
State Street Bank June 2011 - August 2012
TGI Fridays September 2010 - June 2011
Outback Steakhouse October 2008 - August 2010
Total Deck Care May 2009 - September 2009
Chunky's Cinema Pub August 2006 - January 2008
ProfitKey International November 2006 - May 2007
Skills
Microsoft Office, Highly detail oriented, Analytical Skills, Interpersonal Skill, Problem Solving, Communication Skills, Multi Tasking, Meet Deadlines, Bloomberg, Teamwork, Self-motivated..., Overcoming Challenges, Customer Service, Fast Paced Environment, filing, Answering Telephones, Organization, Access, Filing, Telephone Skills
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor's degree, Finance, General
University of Notre Dame Australia
The Boeing Company March 2010 - Present
Computer Sciences Corporation October 2007 - March 2010
State Street October 2006 - September 2007
State Street June 2005 - August 2006
Education
University of Missouri-Kansas City 2005 — 2008
Masters of Science, Accounting
Truman State University 2001 — 2005
Bachelors of Science, Accounting
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
State Street September 2013 - Present
(TEAM) Today's Employed Agent Manager August 2011 - August 2013
Liberty Tax Service January 2010 - September 2011
Kansas City Department of Veterans Affairs August 2010 - December 2010
Skills
Accounting, Financial Reporting
Education
The University of Kansas 2008 — 2009
Masters, Accounting: Audit
The University of Kansas 2003 — 2008
Bachelor's, Accounting & Finance
Bayside Realty 2006 - Present
State Street 2006 - 2008
Skills
Corporate Actions, Bloomberg, Mutual Funds, Bloomberg Terminal, Account Reconciliation, Securities, Financial Analysis, Financial Reporting, Fixed Income, Fund Of Funds, Equities, Financial Modeling, Accounting, Investments
Education
Tufts University
Bachelor of Arts (B.A.), International Relations, Japanese, Economics
State Street December 2014 - Present
State Street June 2014 - December 2014
Sperry Van Ness May 2013 - August 2013
Phi Kappa Theta Fraternity January 2012 - January 2013
KBC Bank Ireland May 2012 - July 2012
Manchester Aquatic Center January 2006 - January 2011
Skills
Six Sigma, Financial Analysis, Microsoft Excel, Budgets, Banking
Education
University of Missouri 2010 — 2014
Bachelor of Science, Business Administration; Finance & Banking
DeSmet Jesuit High School 2006 — 2010
Trinity College Dublin
SelectQuote Insurance Services February 2015 - Present
SelectQuote Insurance Services August 2012 - February 2015
State Street July 2010 - August 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Accounting, PowerPoint, Bloomberg, Financial Reporting, Microsoft Office, Strategic Planning, Excel, Microsoft SQL Server
Education
The University of Kansas 2006 — 2010
B.S. Business, Finance
Netage Solutions February 2011 - Present
Netage Solutions October 2009 - February 2011
Netage Solutions June 2008 - October 2009
State Street July 2006 - May 2008
Standard Parking June 1998 - August 2006
MIT May 1997 - August 1997
Skills
Web Applications, Private Equity, Business Analysis, Valuation, SaaS, Investor Relations, Requirements Analysis, CRM, Customer Service, Hedge Funds, Databases, Software Project..., Microsoft SQL Server, Team Management, Business Process, Funding, Banking, Venture Capital, Portfolio Management, Enterprise Software, Integration, Software Development, SQL, Mutual Funds, Start-ups, Strategy, Accounting, Project Management, Due Diligence, Product Management, Web Services, Business Development, Process Improvement, Business Strategy, Project Portfolio..., Cloud Computing, Software Implementation, Entrepreneurship, Financial Modeling, Team Leadership, IT Management, Management, Business Intelligence, Mobile Devices, Financial Analysis, Analysis, Client Relations Skills, Access, Business Process..., Management Consulting
Education
Tufts University 2002 — 2006
BA, Economics
State Street 2012 - 2014
Citi 2008 - 2012
Private Capital Management 2004 - 2007
LJH Global Investments 2000 - 2003
F.N.B. Corporation 1999 - 2000
Skills
Alternative Investments, Due Diligence, Financial Services, Product Management, Manager Selection, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Investment Advisory, Financial Analysis, Investment Management, Wealth Management..., Finance, Asset Management, Investments, Emerging Markets, Bloomberg, Investment Strategies, Asset Allocation, Capital Markets, Financial Modeling, Structured Products, Bonds, Securities, Banking
Education
Thunderbird School of Global Management 2003 — 2004
Master of Business Administration (MBA) in International Management, Finance
University of Alabama 1995 — 1999
Bachelor of Science (BS) in Commerce and Business Administration, Major: Finance Minors: Economics, Spanish
Universidad de Alcalá 1996 — 1996
Study Abroad Program
City University of New York September 2003 - Present
State Street June 2007 - August 2007
Data General (now EMC2) June 1999 - August 1999
Skills
Natural Language..., Computer Science, Machine Learning, LaTeX, Algorithms, Higher Education, Distributed Systems, Data Mining, Information Retrieval, Artificial Intelligence, C, Matlab, Network Security
Education
University of Massachusetts, Amherst 1998 — 2003
PhD, Computer Science
Tsinghua University 1993 — 1998
B.S, Computer Science
State Street May 2008 - Present
Cerner Corporation April 2006 - May 2008
State Street January 2002 - April 2006
Education
Truman State University 1997 — 2001
Bank of Montreal October 2010 - Present
TIC Travel Insurance October 2008 - September 2010
DundeeWealth Inc. September 2005 - October 2008
State Street 1998 - 1999
Skills
Change Management, Process Improvement, Project Management, Banking, Training, Teamwork, Leadership Development, Management, Budgets, Talent Management, Employee Engagement, Business Strategy, Coaching, Performance Management
Education
Trent University 1990 — 1994
Bachelor of Economics, Economics
St. Lawrence College
Diploma in Human Resources Management, Human Resources
Dana-Farber Cancer Institute April 2006 - Present
Partners Healthcare Systems March 2006 - Present
State Street September 2003 - April 2006
Skills
Healthcare, Business Analysis, Data Analysis, Enterprise Content..., Project Management, Healthcare Information..., Process Improvement, SDLC, Access, SharePoint, Program Management
Education
Villanova University 1992 — 2001
The University of Stirling
Sprint September 2015 - Present
Sprint 2007 - Present
State Street January 1998 - October 2000
Skills
Financial Analysis, Forecasting, Financial Modeling, Competitive Analysis, Wireless, Telecommunications, Analysis, Finance, Marketing Strategy, Pricing, Salesforce.com, Business Analysis, Budgeting, Strategy, Process Improvement
Education
The University of South Dakota
Bachelor of Business Administration (B.B.A.), Business Administration - Finance
University of Iowa
First Principles Capital Management, LLC July 2014 - Present
State Street February 2012 - May 2014
Morgan Stanley Investment Management December 2005 - February 2012
Windham Brannon PC December 2004 - December 2005
Century Business Services November 1999 - December 2004
Skills
Financial Modeling, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Financial Services, Finance, Fund Administration, Asset Managment, Strategic Financial..., CPA, Client Relations Skills, Fund Accounting, Private Equity, Portfolio Management, Process Improvement, Investments, Risk Management, Financial Accounting, Auditing, GAAP, Tax, Due Diligence, General Ledger, Microsoft Excel, Valuation, Cash Management, Microsoft Office, Microsoft Word, Budget Setting, Analysis, Forecasting, Financial Forecasting, Business Process..., Process Engineering, Fixed Income
Education
Troy University 1995 — 1999
Bachelor of Science (BS), Accounting and Business/Management
Charles Henderson High School 1991 — 1995
Diploma, General Studies
State Street June 2007 - Present
University of Connecticut 2001 - 2006
Education
University of Connecticut
Ph.D, Economics
Tsinghua University
MA, Economics
Tsinghua University
BS, Engineering
CFA Institute
University of Connecticut
MS, Mathematics
Bank of America 2012 - Present
State Street 2010 - 2012
Bank of America April 2008 - October 2010
Liberty Mutual Insurance June 2007 - August 2007
Skills
Portfolio Management, Fixed Income, Quantitative Finance, Operational Risk, Derivatives, SQL, Risk Management, SAS, Financial Modeling, Statistics, Quantitative Analytics, Banking, Financial Risk, Credit Risk, Financial Analysis, Bloomberg
Education
University of Michigan 2003 — 2008
PhD, Statistics
Tianjin University 1999 — 2003
BS, Applied Mathematics
Zhangjiakou No 1 High School 1996 — 1999
High School
State Street July 2014 - Present
Capco August 2012 - July 2014
Citi July 2008 - August 2012
Citigroup May 2007 - August 2007
Citicorp July 2004 - July 2006
Skills
Portfolio Management, Syndications, Leveraged Finance, Leveraged Lending, Financial Sponsors, High Yield Bonds, Banking, Financial Modeling, Capital Markets, Debt & Equity Financing, Credit Analysis, Credit Risk, Valuation, Investments, Credit, Finance, Loans, Financial Analysis, Commercial Banking, Financial Risk, Structured Finance, Loan Origination, Buy-side, Investment Management, Debt Restructuring, Distressed Debt, Loan Sales, Investment Banking, Corporate Finance, Hedge Funds, Asset Management, Asset Based Lending, LBO, Private Equity Funding, CLO, Special Situations..., Project Finance, Deal Execution, Transactional Banking, Legal Documentation, Fixed Income Analysis
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Business
State Street July 2007 - July 2008
Investors Bank & Trust April 2001 - July 2007
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
John Hancock January 2000 - April 2001
Education
University of Massachusetts Boston 2003 — 2005
History
The University of Texas at Austin 1992 — 1999
BA, History, Philosophy, English
GRHS
State Street July 2007 - Present
Investors Bank & Trust September 2005 - July 2007
EZCORP 1998 - 2005
Applied Materials October 1997 - July 1998
Skills
Microsoft SQL Server, Alternative Investments, Private Equity, Business Analysis, SDLC, Data Warehousing, Agile Methodologies, Requirements Analysis, Vendor Management, Financial Services, Business Intelligence, Software Project..., PL/SQL, Sybase Adaptive Server, SQL Tuning, SharePoint, Crystal Reports, Oracle SQL Developer
Education
The University of Texas at Austin 1990 — 1995
Bachelor of Arts (BA), Economics
State Street June 2005 - Present
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Finance
Truman State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Panasonic Avionics Corporation January 2011 - Present
Freedom Communications 2001 - December 2010
CNET Networks 2000 - 2001
Gateway 1999 - 2000
Information Builders 1998 - 1999
State Street 1995 - 1999
Skills
Software Development
Education
Tufts University 1988 — 1992
BSME, Engineering
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns January 2005 - May 2008
Bear Stearns August 2001 - December 2004
State Street April 1996 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Valuation, Capital Markets, High Yield, Hedge Funds, Equities, Fixed Income, Alternative Investments, Equity Research
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
Accenture November 2013 - Present
Franklin Templeton Investments July 2011 - October 2013
Capco December 2006 - May 2011
State Street 2001 - 2004
IBM Global Services 2001 - 2001
Price Waterhouse Management Consultants 1997 - 2001
Skills
Trading, Fixed Income, Securities, Investment Management, Derivatives, Risk Management, Investment Banking, Management Consulting, Equities, Financial Services, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
MBA, Business
University of California, Berkeley
American Century Investments 1995 - Present
State Street 1992 - 1995
Skills
Mutual Funds, Compliance
Education
Truman State University
Bachelor's Degree, Bachelor of Science in Accounting
State Street Global Advisors March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. March 2004 - Present
Deutsche Bank (London) March 2000 - September 2002
State Street March 1998 - December 1999
Skills
Corporate Actions, Business Analysis, Equities, Fixed Income, Securities
Education
University of Massachusetts, Amherst 1993 — 1997
Honors Degree in Finance
The University of Stirling 1995 — 1996
International Business
State Street Bank August 2012 - Present
State Street Bank June 2006 - July 2012
State Street July 2000 - June 2006
State Street July 1999 - July 2000
US Army June 1979 - July 1999
Skills
Employee Engagement, Investments, Performance Management, Recruiting, Training, Leadership, Onboarding, Relationship Management, Mutual Funds, Employee Relations, Risk Management, Talent Management, Human Resources, Deferred Compensation, Financial Services, Management, Banking, Talent Acquisition, Leadership Development, Financial Analysis
Education
Troy University 1986 — 1989
Masters Degree, International Relations, Pass
Virginia Polytechnic Institute and State University 1975 — 1979
Bachelor's degree, Economics
State Street August 2014 - Present
TJX April 2013 - July 2014
State Street Corporation August 2011 - March 2013
FedEx April 2011 - July 2011
Blue Cross Blue Shield September 2010 - March 2011
Skills
Test Planning, Quality Center, QTP, Test Management, System Testing, User Acceptance Testing, Regression Testing, Testing, LoadRunner, Test Strategy, Test Automation, Defect Tracking, Functional..., Black Box Testing, Databases, Requirements Analysis, Test Design, Quality Assurance, Software Documentation, Test Cases, Software Quality..., Requirements Gathering, SDLC, System Integration..., SQL, Manual Testing, Quality Control, Performance Testing, HP Quality Center, HP QTP
Education
The University of Texas at San Antonio 2007 — 2010
Master's degree, Mechanical Engineering
Acharya Nagarjuna University 2003 — 2007
Bachelor's degree
State Street October 2014 - Present
International Financial Data Services January 2011 - October 2014
RBC Dexia Investor Services July 2001 - December 2010
State Street October 1994 - June 2001
Skills
Hedge Funds, Relationship Management, Mutual Funds, Securities, Financial Services, Equities, Wealth Management, Asset Management, Fixed Income, Investments, Alternative Investments, Portfolio Management, Capital Markets, Banking, Derivatives, Fund Administration, Financial Markets, Pensions, FX Options, Investment Management, Risk Management, Back Office, Trading, Strategic Financial..., Bloomberg, ETFs, Options, Bonds, Investment Banking, Private Banking
Education
Trent University 1990 — 1994
Bachelor Admistrative Studies, Business
Princeton Financial Systems September 2014 - Present
State Street 2001 - September 2014
Skills
Business Analysis, COBOL, DB2, Financial Analysis, Financial Services, Mutual Funds, Requirements Analysis, Risk Management, SDLC, SQL
Education
University of Missouri-Kansas City 1993 — 1995
Master’s Degree, Accounting
The University of Kansas 1983 — 1987
Bachelor’s Degree, Business Administration
Standard & Poor's May 2007 - Present
state street 1969 - 2008
State Street November 2001 - May 2007
state street bank 2001 - 2007
GE March 1998 - January 2000
Skills
Financial Modeling, Capital Markets, Fixed Income
Education
The University of Queensland 1994 — 1997
Ph.D.
Mazuma Credit Union February 2005 - Present
State Street 1999 - 2003
Education
Webster University 2006 — 2009
MBA, Business Administration, Management
The University of Texas at Austin - The LBJ School of Public Affairs 1984 — 1989
BBA, Accounting, Business Administration
State Street Alternative Investment Solutions December 2014 - Present
StateStreet Global Advisor, Boston, MA April 2013 - December 2014
State Street January 2009 - March 2013
Graduate Leverage September 2005 - December 2009
Skills
Bloomberg, Risk Management, Fixed Income, Equities, Private Equity, Excel models, Derivatives, Data Analysis, Financial Analysis, Asset Management
Education
Thunderbird School of Global Management
Micro Ice August 2014 - Present
Curry College November 2013 - Present
Dynamic Skating September 2002 - Present
State Street August 2007 - August 2014
The Winsor School November 2010 - November 2013
Merrimack College August 2010 - November 2013
Education
Trinity College-Hartford 2006 — 2007
BA, Economics
Eze Software Group October 2014 - Present
Eze Software Group September 2013 - September 2014
Eze Castle Software December 2012 - September 2013
State Street June 2011 - December 2012
Trinity College Investment Club September 2008 - May 2011
UBS Wealth Management June 2010 - April 2011
Skills
Series 7, Investments, Trading, Microsoft SQL Server, Financial Services, Portfolio Management, Financial Modeling, Wealth Management, Bloomberg, Valuation, CRM, Accounting, Fixed Income, Equities, Hedge Funds, Asset Management, Stata, Securities, Eze Castle, Advent, Axys, XML Spy
Education
Trinity College-Hartford 2007 — 2011
B.A., Economics
Illuminate March 2013 - Present
Brafton Inc. August 2010 - December 2012
State Street March 2010 - June 2010
State Street February 2010 - March 2010
Ropes & Gray LLP August 2009 - December 2009
Brilliant Magazine November 2007 - July 2009
Harris & Harris Law Firm January 2008 - May 2008
Escobedo Skin Center May 2006 - March 2007
Skills
Editing, Copy Editing, Editorial, Journalism, Press Releases, Blogging, Web Content Management, Proofreading, Online Marketing, Online Journalism, Online Publishing, AP Style, Writing, Social Media, SEO, Microsoft Word, Microsoft Excel, Google Docs, Administrative Functions, Going HAM
Education
The University of Texas at Austin 2004 — 2007
Bachelor, Journalism
Frisco High School 1999 — 2003
High School Diploma
State Street October 2013 - Present
State Street May 2011 - October 2013
Lineage Restaurant 2010 - 2011
Abercrombie & Fitch 2008 - 2010
Deutsche Bank June 2007 - August 2007
New York Stock Exchange July 2005 - August 2005
GE Asset Management June 2004 - August 2004
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Asset Allocation, Data Analysis, Social Media, Financial Analysis, Research, Market Research, Sales, Asset Managment, Customer Service, Analytics, Financial Services, Microsoft Word
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Hispanic Studies
U.S. News & World Report April 2011 - Present
U.S. News & World Report May 2013 - December 2013
U.S. News & World Report April 2010 - March 2011
Mindshare August 2007 - March 2010
State Street November 2004 - August 2007
Skills
Digital Media, Digital Strategy, Digital Marketing, Online Advertising, Integrated Marketing, Media Planning, Advertising, Media Buying, Social Media
Education
Tufts University 2000 — 2003
B.A., English
Black & Veatch January 2013 - Present
Waddell & Reed January 2011 - January 2013
State Street June 2008 - January 2011
State Street June 2007 - June 2008
Skills
Bloomberg, Accounting, Valuation, Securities, Project Accounting, Revenue Recognition, Costpoint, Financial Analysis, Fund Accounting, Budgets, Finance, Financial Reporting, Microsoft Excel, Mutual Funds, Variance Analysis
Education
University of Kansas 2003 — 2007
Bachelors of Science - Business, Finance
KU Endowment January 2004 - Present
State Street 1994 - 2004
Skills
Accounting, Investments, Asset Allocation, Asset Management, Investment Strategies, Risk Management, Financial Reporting, Mutual Funds, Alternative Investments, Finance, Analysis, Financial Analysis, Securities, Portfolio Management, Financial Services, Bloomberg, Process Improvement, Equities, Customer Service, Fixed Income, Derivatives
Education
University of Kansas 1990 — 1994
Bachelor's degree, Accounting and Business/Management
NCM Associates January 2013 - Present
NCM Associates 2012 - Present
Murphy-Hoffman Company March 2007 - March 2012
Mechanical Breakdown Protection, Inc. November 1998 - March 2007
State Street May 1997 - November 1998
Skills
Accounting, Financial Reporting, Cash Management, Forecasting, ESOP, 401k, Payroll
Education
Truman State University 1992 — 1997
BS, Accounting
Citigroup December 2008 - May 2012
State Street May 2006 - November 2008
Skills
Bloomberg, Access, Equities, User Acceptance Testing, Quality Assurance, Agile Methodologies
Education
Truman State University
BS, Finance, Economics, Marketing
BlackRock June 2015 - Present
F-Squared Investments July 2014 - March 2015
F-Squared Investments June 2013 - July 2014
State Street 2011 - 2013
Skills
Series 65, Investments, Mutual Funds, Portfolio Management, Financial Services, Trading, Risk Management, Sales, Series 7, Bloomberg, Series 63, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Hingham High School
BOK Financial May 2011 - Present
BOK Financial / Bank of Texas May 2004 - May 2011
State Street March 2003 - March 2004
Deutsche Bank January 1998 - March 2003
Bank of America January 1993 - December 1997
Deloitte & Touche November 1988 - December 1992
Lone Star Life Insurance Company June 1985 - November 1988
Skills
Banking, Investment Advisory, Relationship Management, New Business Development, Wealth Management, Investments, Employee Benefits, Investment Management, Financial Analysis, Financial Services, Portfolio Management, Alternative Investments, Asset Managment, Pensions
Education
The University of Texas at Austin 1981 — 1985
BBA, Finance with a concentration in Actuarial Science
The University of Texas at Austin 1981 — 1985
BA, French
State Street June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, SharePoint, Social Media, Microsoft Outlook, Outlook, Fundraising, Event Planning, Project Management, Social Networking, Training, Access, Customer Service
Education
The University of Connecticut 2009 — 2013
BA, Psychology, Communication
The University of Queensland 2012 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
UMB Fund Services August 2011 - Present
State Street July 1995 - August 2011
Edward Jones June 1994 - July 1995
American Century Investments 1992 - 1994
Skills
Mutual Funds, Fund Accounting, Global Custody, Alternative Investments, Investments, Bloomberg, Financial Analysis, Securities Lending, Asset Managment, Process Improvement, Collateral Management, Derivatives, Securities, Equities, Fund Administration, Financial Services
Education
Truman State University 1987 — 1991
BS, Business Administration/Finance
State Street Bank November 2013 - Present
State Street January 2012 - Present
State Street August 2009 - January 2012
Skills
Mutual Funds, Audit & Proof, Fund Accounting
Education
Tomsk State University, Russia 2000 — 2005
Master of Science in Business Administration
DePuy Synthes Institute August 2015 - Present
State Street June 2013 - March 2015
State Street December 2010 - June 2013
State Street June 2008 - December 2010
Bank of America May 2007 - May 2008
Bank of America August 2006 - May 2007
Skills
Microsoft Excel, Management, Public Speaking, Quality Assurance, Research, Program Management, Financial Analysis, Problem Analysis, Problem Solving, Employee Training, Analysis, Microsoft Office, Social Media, Customer Service, Loans, Process Improvement, Microsoft Word, Banking, Leadership, Team Building, Financial Services, Outlook, Data Analysis, Operations Management, Anti Money Laundering, Fraud Investigations, Finance, PowerPoint, Risk Management, Financial Reporting, Bloomberg, Business Analysis, Financial Risk, Strategic Planning
Education
The University of Virginia's College at Wise 2001 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Financial Industry Regulatory Authority September 2010 - Present
State Street 2008 - 2010
Skills
Securities Regulation, Compliance
Education
Truman State University 2005 — 2008
Bachelor of Arts (B.A.), Business Administration
State Street August 2011 - July 2013
Skills
Operating Systems:Sun..., Microsoft Windows..., VVM V3.x/4.x,..., NIS, DNS, DHCP, NFS,..., TCP/IP, HTTP, ARP/RARP,..., Ada, Java, C++, VB,...
Education
Truman State University 2007 — 2011
Bachelor's Degree, Computer Science
American College of Higher Education 2006 — 2007
Associate's Degree, Computer Science
State Street November 2013 - Present
State Street January 2012 - November 2013
State Street January 2011 - February 2012
Geology Department University of Kansas August 2010 - December 2011
Bank of Blue Valley April 2007 - December 2011
Skills
Microsoft Excel, Microsoft Word, PAM for Securities, MCH, Process Management, Account Reconciliation, Bloomberg, Customer Service, Derivatives, Equities, Bonds, Foreign Exchange, 10 Key, PowerPoint, SharePoint, Accounting
Education
University of Kansas
Bachelor of Science, Business Administration
State Street January 2014 - May 2014
Ryan Lawn & Tree May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Access Database, Microsoft Word, PowerPoint, C++, Python, SQL, Visual Basic, Equity Trading, Programming, Customer Service, Public Speaking, Photoshop
Education
The University of Kansas 2012 — 2016
Bachelor of Science (BS), Applied Mathematics and Finance
EBS Foran Insurance & Advisory Services, Inc. 2011 - 2013
Office of Policy & Management, State of CT 2009 - 2009
State Street 1998 - 2002
Education
Trinity College-Hartford 2007 — 2010
MA, Public Policy
Tufts University
BA, English and Child Development
State Street 2008 - 2015
Skills
Collateral Management, Staff Development, Joint Venture, Custody, Client Services, Staff Management, Project Management, Public Speaking
Education
Trinity University 2003 — 2007
Bachelor’s Degree, History
Trinity University 2003 — 2007
Bachelor’s Degree, Political Science and Government