State Street

Industry: Financial services company

Description

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),

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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Employees

Employee
Years
Job
Industry
Matthew Bogen Matthew Bogen Sharon, Massachusetts Details
Matthew Bogen's State Street Experience June 2015 - August 2015
Job Audit Intern at Tufts Audit and Management Advisory Services
Industry
Experience
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

Lauren Moyer Lauren Moyer Los Angeles, California Details
Lauren Moyer's State Street Experience October 2009 - February 2012
Job Experienced Writer and Marketing Professional
Industry Marketing and Advertising
Experience
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

Sean O'Daniel Sean O'Daniel Kansas City, Missouri Details
Sean O'Daniel's State Street Experience April 2014 - Present
Job Account Manager at State Street
Industry Financial Services
Experience
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

Seth Graber Seth Graber Kansas City, Missouri Area Details
Seth Graber's State Street Experience August 2012 - May 2014
Job Software Administrator at TruHome Solutions, LLC
Industry Financial Services
Experience
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

Kojo Owusu Kojo Owusu Kansas City, Missouri Area Details
Kojo Owusu's State Street Experience January 2011 - November 2012
Job Financial Operations at Mariner Holdings
Industry Financial Services
Experience
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

Sarah German Sarah German Kansas City, Missouri Area Details
Sarah German's State Street Experience August 2008 - March 2011
Job
Industry Banking
Experience
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

Christian Barker Christian Barker Greater Boston Area Details
Christian Barker's State Street Experience September 2014 - December 2014
Job Intern at Boston Private Wealth LLC
Industry Investment Management
Experience
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

Michael Vassalotti Michael Vassalotti South Easton, Massachusetts Details
Michael Vassalotti's State Street Experience June 2015 - August 2015
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
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

Tara Awad Tara Awad Austin, Texas Details
Tara Awad's State Street Experience May 2014 - August 2014
Job Tutor at Apollo Tutors
Industry Computer Software
Experience
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

Ramakrishnan Varadhan Ramakrishnan Varadhan Norwood, Massachusetts Details
Ramakrishnan Varadhan's State Street Experience November 2009 - August 2012
Job BI Architect
Industry Information Technology and Services
Experience
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

James Olley James Olley Lees Summit, Missouri Details
James Olley's State Street Experience May 1995 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
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

Jeffrey Menard Jeffrey Menard Greater Boston Area Details
Jeffrey Menard's State Street Experience June 2015 - Present
Job Financial Analyst at State Street
Industry Accounting
Experience
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

Noelle Stratman Noelle Stratman Kirksville, Missouri Details
Noelle Stratman's State Street Experience June 2012 - August 2012
Job Undergraduate Student at Truman State University
Industry Accounting
Experience
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

William Palcher William Palcher Lenexa, Kansas Details
William Palcher's State Street Experience January 2014 - Present
Job Vice President at State Street
Industry Accounting
Experience
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

Kevin Bolin, CPA Kevin Bolin, CPA Greater St. Louis Area Details
Kevin Bolin, CPA's State Street Experience May 2005 - August 2005
Job Audit Manager at Anders
Industry Accounting
Experience
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

Mary Lengel Mary Lengel Boston, Massachusetts Details
Mary Lengel's State Street Experience August 2015 - Present
Job Global Mobility Analyst at State Street
Industry Financial Services
Experience
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

Patricia Wong Patricia Wong San Francisco, California Details
Patricia Wong's State Street Experience September 2004 - January 2005
Job Global Supply Manager at Apple
Industry Management Consulting
Experience
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.

Sean Wickliffe Sean Wickliffe Kansas City, Missouri Area Details
Sean Wickliffe's State Street Experience July 2013 - Present
Job Client Ops Associate at State Street
Industry Financial Services
Experience
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

Adam Moyseowicz Adam Moyseowicz Greater Boston Area Details
Adam Moyseowicz's State Street Experience April 2006 - October 2006
Job 10+ years of industry experience in Operations, Relationship Management and Client Service
Industry Financial Services
Experience
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

Zachary Kowalewski Zachary Kowalewski Kansas City, Missouri Details
Zachary Kowalewski's State Street Experience January 2015 - Present
Job Client Operations Specialist at State Street
Industry Financial Services
Experience
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

Eric Francucci Eric Francucci Greater Boston Area Details
Eric Francucci's State Street Experience April 2015 - April 2015
Job Analyst at HighQuest Partners
Industry Market Research
Experience
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

Joel Faircloth, MBA Joel Faircloth, MBA Greater Seattle Area Details
Joel Faircloth, MBA's State Street Experience May 2009 - September 2009
Job Director of Investment Research and Investment Manager
Industry Financial Services
Experience
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

Poria Kanozi Poria Kanozi Toronto, Canada Area Details
Poria Kanozi's State Street Experience October 2005 - 2007
Job
Industry Management Consulting
Experience
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

Megan Woodward Megan Woodward Jupiter, Florida Details
Megan Woodward's State Street Experience 2006 - 2009
Job Associate at Daszkal Bolton
Industry Accounting
Experience
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

Sharon Thum Sharon Thum Kansas City, Missouri Details
Sharon Thum's State Street Experience January 2008 - Present
Job Operations|Finance|Accounting|Customer Servce
Industry Financial Services
Experience
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

Benjamin Boventer Benjamin Boventer Somerville, Massachusetts Details
Benjamin Boventer's State Street Experience October 2014 - February 2015
Job Research Associate at Private Capital Research Institute
Industry Financial Services
Experience
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)

Jessica Bradford Jessica Bradford San Diego, California Details
Jessica Bradford's State Street Experience October 2012 - July 2014
Job Community Services Coordinator & Marketing Assistant at Lincoln Military Housing
Industry Marketing and Advertising
Experience
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

Steven Kee Steven Kee Greater Boston Area Details
Steven Kee's State Street Experience November 2009 - Present
Job Project Analyst
Industry Financial Services
Experience
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

Ross Burkstaller Ross Burkstaller Albuquerque, New Mexico Area Details
Ross Burkstaller's State Street Experience August 2002 - January 2005
Job Director of Development College of Nursing at University of New Mexico Foundation
Industry Financial Services
Experience
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)

Casey Armstrong Casey Armstrong Boston, Massachusetts Details
Casey Armstrong's State Street Experience July 2013 - July 2014
Job Risk Assessment and Planning Manager at Santander Bank, N.A.
Industry Financial Services
Experience
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

Caleb Chen Caleb Chen New York, New York Details
Caleb Chen's State Street Experience September 2013 - December 2013
Job Incoming BAP Staff Consultant at Ernst & Young LLP
Industry Financial Services
Experience
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

Brian Sullivan Brian Sullivan Greater Boston Area Details
Brian Sullivan's State Street Experience February 2010 - June 2011
Job Financial Analyst at Analog Devices
Industry Accounting
Experience
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

Brendan Dowling Brendan Dowling Greater New York City Area Details
Brendan Dowling's State Street Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

James Kang James Kang New York, New York Details
James Kang's State Street Experience June 2006 - October 2006
Job Manager at PwC
Industry Management Consulting
Experience
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

Dusty Friesz, CPA Dusty Friesz, CPA Kansas City, Missouri Area Details
Dusty Friesz, CPA's State Street Experience December 2003 - April 2006
Job Senior Tax Manager International at Black & Veatch
Industry Information Technology and Services
Experience
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

Ana Isabel (Bela) Maranhas Ana Isabel (Bela) Maranhas Greater Boston Area Details
Ana Isabel (Bela) Maranhas's State Street Experience May 2012 - December 2013
Job FINANCIAL SERVICES SME, ANALYST, PROJECT LEAD & MANAGER
Industry Financial Services
Experience
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

Hitesh Nariani, MBA, PMP Hitesh Nariani, MBA, PMP Wilmington, Delaware Details
Hitesh Nariani, MBA, PMP's State Street Experience June 2015 - Present
Job Sr. Manager at State Street
Industry Financial Services
Experience
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

Ni Zhang Ni Zhang San Francisco Bay Area Details
Ni Zhang's State Street Experience January 2012 - June 2012
Job Assurance Experienced Associate at PwC
Industry Accounting
Experience
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

Sherron Gordon Sherron Gordon Boston, Massachusetts Details
Sherron Gordon's State Street Experience August 1999 - February 2003
Job Telecommunications Professional
Industry Telecommunications
Experience
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

Luigi Fisico Luigi Fisico Toronto, Canada Area Details
Luigi Fisico's State Street Experience March 2012 - Present
Job Sr Manager at State Street
Industry Financial Services
Experience
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

Brian Swift Brian Swift Kansas City, Missouri Area Details
Brian Swift's State Street Experience August 2013 - Present
Job State Street
Industry Financial Services
Experience
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

Wes Meixelsperger Wes Meixelsperger Kansas City, Missouri Area Details
Wes Meixelsperger's State Street Experience November 2009 - August 2010
Job Account Executive at DSI
Industry Computer Software
Experience
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

Mary Terwilleger Mary Terwilleger Kansas City, Missouri Area Details
Mary Terwilleger's State Street Experience March 2004 - May 2005
Job Strategist at Cerner Corporation
Industry Information Technology and Services
Experience
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

Sharmila Gangavaram Sharmila Gangavaram Cleveland/Akron, Ohio Area Details
Sharmila Gangavaram's State Street Experience April 2012 - May 2013
Job Lead IT Business Analyst/Agile Project Manager MBA
Industry Information Technology and Services
Experience
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

Matthew Hobby Matthew Hobby Greater New York City Area Details
Matthew Hobby's State Street Experience August 2006 - March 2007
Job Vice President, Institutional Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Sophia Dew Sophia Dew San Diego, California Details
Sophia Dew's State Street Experience February 2012 - February 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

David Puth David Puth Greater New York City Area Details
David Puth's State Street Experience August 2008 - November 2011
Job Chief Executive Officer at CLS Group
Industry Financial Services
Experience
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

Stephanie Parlato Stephanie Parlato Leawood, Kansas Details
Stephanie Parlato's State Street Experience February 2011 - December 2012
Job Client Services
Industry Financial Services
Experience
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

Alex Rokicki Alex Rokicki San Francisco Bay Area Details
Alex Rokicki's State Street Experience July 2013 - Present
Job Associate Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
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

Antolin Garza Antolin Garza Greater San Diego Area Details
Antolin Garza's State Street Experience October 2007 - August 2008
Job Senior Analyst at Altegris Investments
Industry Investment Management
Experience
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

Richard Peng Richard Peng San Francisco, California Details
Richard Peng's State Street Experience June 2010 - August 2010
Job Software Engineer at Switch Communications, Inc.
Industry Computer Software
Experience
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

Colby Wilkinson Colby Wilkinson Medford, Massachusetts Details
Colby Wilkinson's State Street Experience May 2013 - August 2013
Job Research Assistant II, Tufts Medical Center
Industry Hospital & Health Care
Experience
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

Jay Sarzen Jay Sarzen Hartford, Connecticut Area Details
Jay Sarzen's State Street Experience August 2002 - December 2004
Job Director, Strategic Initiatives at The Hartford
Industry Insurance
Experience
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

Brendan Oliver Brendan Oliver Danvers, Massachusetts Details
Brendan Oliver's State Street Experience June 2015 - Present
Job State Street
Industry Financial Services
Experience
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

Tiffany Genrich Tiffany Genrich Kansas City, Missouri Area Details
Tiffany Genrich's State Street Experience May 1997 - September 1999
Job Manager External Reporting at Sprint
Industry Telecommunications
Experience
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

Hope Schaitkin Hope Schaitkin Greater Boston Area Details
Hope Schaitkin's State Street Experience September 2012 - December 2012
Job Project Assistant at Tetra Tech
Industry International Affairs
Experience
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

Ryan Prescott Ryan Prescott Kansas City, Missouri Area Details
Ryan Prescott's State Street Experience October 2012 - October 2014
Job Financial Analyst at TradeWind Energy, Inc.
Industry Financial Services
Experience
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

Grace Ying Deng Grace Ying Deng Greater Boston Area Details
Grace Ying Deng's State Street Experience October 2013 - Present
Job Financial Analyst, State Street
Industry Financial Services
Experience
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

Audra Olson Audra Olson Kansas City, Missouri Area Details
Audra Olson's State Street Experience June 1999 - July 2003
Job Financial Reporting
Industry Accounting
Experience
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

Damain Allen Damain Allen Greater Boston Area Details
Damain Allen's State Street Experience November 2008 - October 2012
Job Corporate Purchasing Manager at Pioneer Investments
Industry Financial Services
Experience
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

Caitie Haigis Caitie Haigis Chicago, Illinois Details
Caitie Haigis's State Street Experience June 2009 - August 2009
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
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

Amanda Kalucki Amanda Kalucki Windham, New Hampshire Details
Amanda Kalucki's State Street Experience August 2012 - October 2013
Job at
Industry Financial Services
Experience
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

Lauren Schuessler Lauren Schuessler Greater St. Louis Area Details
Lauren Schuessler's State Street Experience October 2006 - September 2007
Job Accountant at The Boeing Company
Industry Defense & Space
Experience
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

Matthew Gibbons Matthew Gibbons Boston, Massachusetts Details
Matthew Gibbons's State Street Experience May 2008 - July 2011
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
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

Shilpa Nagarajan Shilpa Nagarajan Kansas City, Missouri Area Details
Shilpa Nagarajan's State Street Experience September 2013 - Present
Job Client Operations at State Street
Industry Accounting
Experience
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

Anh-Tuan Vo Anh-Tuan Vo Greater Boston Area Details
Anh-Tuan Vo's State Street Experience 2006 - 2008
Job Licensed Real Estate Broker at Bayside Realty
Industry Real Estate
Experience
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

Matthew Heitmann Matthew Heitmann Kansas City, Missouri Details
Matthew Heitmann's State Street Experience December 2014 - Present
Job IFS Operations Specialist, Associate 2 at State Street
Industry Financial Services
Experience
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

Tim McNerney Tim McNerney Leawood, Kansas Details
Tim McNerney's State Street Experience July 2010 - August 2012
Job Analytics and Process Manager at SelectQuote Insurance Services
Industry Insurance
Experience
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

Minhua Lee Minhua Lee Greater Boston Area Details
Minhua Lee's State Street Experience July 2006 - May 2008
Job Senior Project Manager at Netage Solutions
Industry Computer Software
Experience
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

Daniel Bocwinski, CAIA Daniel Bocwinski, CAIA Austin, Texas Area Details
Daniel Bocwinski, CAIA's State Street Experience 2012 - 2014
Job Senior Institutional Investment Analyst at Charles Schwab
Industry Investment Management
Experience
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

Ping Ji Ping Ji Greater New York City Area Details
Ping Ji's State Street Experience June 2007 - August 2007
Job Professor at City University of New York
Industry Higher Education
Experience
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

Katie Emge Katie Emge Kansas City, Missouri Area Details
Katie Emge's State Street Experience May 2008 - Present
Job Sr. Accountant/Business Analyst
Industry Accounting
Experience
State Street   May 2008 - Present
Cerner Corporation  April 2006 - May 2008
State Street   January 2002 - April 2006

Education
Truman State University   1997 — 2001

Eric Nair, CHRP Eric Nair, CHRP Toronto, Canada Area Details
Eric Nair, CHRP's State Street Experience 1998 - 1999
Job Senior Learning Consultant
Industry Financial Services
Experience
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

Davidson, Suzanne Davidson, Suzanne Greater Boston Area Details
Davidson, Suzanne's State Street Experience September 2003 - April 2006
Job ECM Administrator at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
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

Lundeen, Dan Lundeen, Dan Kansas City, Missouri Area Details
Lundeen, Dan's State Street Experience January 1998 - October 2000
Job Financial Analysis Manager II at Sprint
Industry Telecommunications
Experience
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

Jason Peel Jason Peel Greater Atlanta Area Details
Jason Peel's State Street Experience February 2012 - May 2014
Job VP of Fund Accounting at First Principles Capital Management, LLC
Industry Financial Services
Experience
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

Zhiwei Ma Zhiwei Ma Greater Boston Area Details
Zhiwei Ma's State Street Experience June 2007 - Present
Job Vice President at State Street Corporation
Industry Banking
Experience
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

Lili Yang Lili Yang Greater Los Angeles Area Details
Lili Yang's State Street Experience 2010 - 2012
Job VP at Bank of America
Industry Banking
Experience
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

Pranay Goel Pranay Goel New York, New York Details
Pranay Goel's State Street Experience July 2014 - Present
Job Vice President Leveraged Loans at State Street
Industry Investment Management
Experience
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

Samuel Vaughan Samuel Vaughan Austin, Texas Area Details
Samuel Vaughan's State Street Experience July 2007 - July 2008
Job Fund Administration Director / AVP at State Street Corporation
Industry Financial Services
Experience
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

Clayton Stoddard Clayton Stoddard Greater Boston Area Details
Clayton Stoddard's State Street Experience July 2007 - Present
Job Vice President at State Street
Industry Information Technology and Services
Experience
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

Luke England Luke England Kansas City, Missouri Area Details
Luke England's State Street Experience June 2005 - Present
Job Officer at State Street
Industry Financial Services
Experience
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

Doug Arrasin Doug Arrasin Orange County, California Area Details
Doug Arrasin's State Street Experience 1995 - 1999
Job Sr. Software Engineer (MTS IV) at Panasonic Avionics Corporation
Industry Aviation & Aerospace
Experience
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

Derek Ahmann Derek Ahmann Greater New York City Area Details
Derek Ahmann's State Street Experience April 1996 - June 1999
Job Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
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

Christian Aldecoa Christian Aldecoa San Francisco, California Details
Christian Aldecoa's State Street Experience 2001 - 2004
Job Senior Manager, Capital Markets
Industry Financial Services
Experience
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

Brian Krippner, CCTS Brian Krippner, CCTS Greater St. Louis Area Details
Brian Krippner, CCTS's State Street Experience September 1996 - May 2001
Job Senior Vice President Corporate Trust at UMB Bank
Industry Banking
Experience
UMB Bank  May 2001 - Present
State Street   September 1996 - May 2001
US Bank  May 1986 - October 1996

Education
Webster University   1990 — 1993
MA, Finance, Legal Studies

Truman State University   1985 — 1989
BS, Business Administration: Finance

Metro High School   1981 — 1985

Laura Spidle Laura Spidle Kansas City, Missouri Area Details
Laura Spidle's State Street Experience 1992 - 1995
Job Compliance Manager at American Century Investments
Industry Financial Services
Experience
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

Darren McDonald Darren McDonald Greater Boston Area Details
Darren McDonald's State Street Experience March 1998 - December 1999
Job Corporate Actions & Proxy Manager at State Street Global Advisors
Industry Investment Management
Experience
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

Jeff Baughman Jeff Baughman Kansas City, Missouri Area Details
Jeff Baughman's State Street Experience July 2000 - June 2006
Job Training and Development Manager at State Street Bank
Industry Financial Services
Experience
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

Dinesh Bandi Dinesh Bandi Boston, Massachusetts Details
Dinesh Bandi's State Street Experience August 2014 - Present
Job Sr. Test Engineer at Wipro
Industry Information Technology and Services
Experience
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

Chris Finlay Chris Finlay Toronto, Canada Area Details
Chris Finlay's State Street Experience October 2014 - Present
Job Vice President Relationship Management at State Street
Industry Financial Services
Experience
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

Susan Pinches Susan Pinches Kansas City, Missouri Area Details
Susan Pinches's State Street Experience 2001 - September 2014
Job Application Developer Consultant, AVP at Princeton Financial Systems, State Street
Industry Financial Services
Experience
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

Simon Kam Simon Kam Greater New York City Area Details
Simon Kam's State Street Experience 1969 - 2008
Job Director at Standard & Poor's
Industry Financial Services
Experience
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.

Tom Strick Tom Strick Kansas City, Missouri Area Details
Tom Strick's State Street Experience 1999 - 2003
Job Accounting Manager at Mazuma Credit Union
Industry Banking
Experience
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

Rong Dai, CPA MBA Rong Dai, CPA MBA Greater Boston Area Details
Rong Dai, CPA MBA's State Street Experience January 2009 - March 2013
Job Assistant Vice President at StateStreet
Industry Financial Services
Experience
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

David Breen David Breen Greater Boston Area Details
David Breen's State Street Experience August 2007 - August 2014
Job Program Director at Micro Ice
Industry Sports
Experience
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

Andrew Boynton Andrew Boynton New York, New York Details
Andrew Boynton's State Street Experience June 2011 - December 2012
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
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

Jake Roeschley Jake Roeschley Austin, Texas Details
Jake Roeschley's State Street Experience March 2010 - June 2010
Job Project Manager at Illuminate
Industry Pharmaceuticals
Experience
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

Vanessa Forero Vanessa Forero New York, New York Details
Vanessa Forero's State Street Experience October 2013 - Present
Job Strategic Communications Consultant at State Street Bank (Alternative Investment Solutions)
Industry Financial Services
Experience
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

Gregg Barton Gregg Barton Greater New York City Area Details
Gregg Barton's State Street Experience November 2004 - August 2007
Job Account Executive at U.S. News & World Report
Industry Marketing and Advertising
Experience
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

Teri Godard Teri Godard Kansas City, Missouri Area Details
Teri Godard's State Street Experience June 2008 - January 2011
Job Project Accountant at Black & Veatch
Industry Financial Services
Experience
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

Stacy Nuss Stacy Nuss Lawrence, Kansas Area Details
Stacy Nuss's State Street Experience 1994 - 2004
Job VP of Investments at KU Endowment
Industry Investment Management
Experience
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

Gerald Kuehl Gerald Kuehl Kansas City, Missouri Area Details
Gerald Kuehl's State Street Experience May 1997 - November 1998
Job Chief Financial Officer at NCM Associates
Industry Accounting
Experience
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

Eric Stutler Eric Stutler Kansas City, Missouri Area Details
Eric Stutler's State Street Experience May 2006 - November 2008
Job Occupational Therapy
Industry Medical Practice
Experience
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

William Monahan William Monahan New York, New York Details
William Monahan's State Street Experience 2011 - 2013
Job Associate at BlackRock
Industry Financial Services
Experience
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

Rebecca Roberie Rebecca Roberie Dallas/Fort Worth Area Details
Rebecca Roberie's State Street Experience March 2003 - March 2004
Job Institutional Strategy Manager and Senior Vice President at Bank of Texas
Industry Financial Services
Experience
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

Aileen Roberts Aileen Roberts Greater Boston Area Details
Aileen Roberts's State Street Experience June 2015 - Present
Job Project Analyst/Sr. Associate
Industry Financial Services
Experience
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

Bart Woodson Bart Woodson Kansas City, Missouri Area Details
Bart Woodson's State Street Experience July 1995 - August 2011
Job Vice President, Global Relationship Manager
Industry Financial Services
Experience
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

Anastasiya Tsvetikova Anastasiya Tsvetikova Greater Boston Area Details
Anastasiya Tsvetikova's State Street Experience January 2012 - Present
Job at
Industry Financial Services
Experience
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

Brandon Pilley Brandon Pilley Brookline, Massachusetts Details
Brandon Pilley's State Street Experience June 2013 - March 2015
Job Inventory Audit Analyst at DePuy Synthes Institute
Industry Financial Services
Experience
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

Jesse Brady Jesse Brady Kansas City, Missouri Details
Jesse Brady's State Street Experience 2008 - 2010
Job Senior Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
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

Chamila Jayawardena Chamila Jayawardena United States Details
Chamila Jayawardena's State Street Experience August 2011 - July 2013
Job
Industry
Experience
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

Sanam Millerlile Sanam Millerlile Kansas City, Missouri Details
Sanam Millerlile's State Street Experience November 2013 - Present
Job Accounting/Pricing Senior Associate at State Street
Industry Financial Services
Experience
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

Stanley Assimonye Stanley Assimonye Lawrence, Kansas Details
Stanley Assimonye's State Street Experience January 2014 - May 2014
Job Student at the University of Kansas
Industry Financial Services
Experience
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

Helen LaChance Helen LaChance Seattle, Washington Details
Helen LaChance's State Street Experience 1998 - 2002
Job Program Manager
Industry Public Policy
Experience
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

Shawn Guan Shawn Guan Greater Boston Area Details
Shawn Guan's State Street Experience 2008 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

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