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
Joddes Limited (Family Office) July 2015 - Present
Joddes Limited April 2015 - Present
Daniel, Russell & Charles Co., LLC June 2014 - December 2014
State Street September 2013 - September 2014
State Street August 2012 - September 2013
RBC March 2012 - August 2012
Citi Hedge Fund Services December 2010 - December 2011
BMO Financial Group June 2010 - December 2010
Skills
Derivatives, Hedge Funds, Financial Analysis, Trading, Financial Markets, Risk Management, Portfolio Management, Mutual Funds, Analysis, Financial Modeling, Investment Banking, Bloomberg, Economics, Equity Research, Management, Strategy, Fund Administration, Market Risk, Corporate Finance, Fund Accounting, Macroeconomics, Econometric Modeling, Time Series Analysis, Commodity Market..., Equity Trading, Operational Risk, Hedging Strategy, Trading Strategies, Portfolio Strategy, Economic Forecasting, NAV Calculation, VAR Calculation, Risk Monitoring, Portfolio Construction, economic consulting, Performance Measurement, Quantitative Finance, Global Business..., Business Strategy, Leadership, Business Development, Team Building, Negotiation, Decision Making, Social Influence, Coaching
Education
Université de Sherbrooke 2010 — 2010
Graduate Diploma’s, Financial Market, 3,5
Université de Sherbrooke 2010 — 2010
Graduate Diploma’s, Quantitative Analysis, 3.3
Université de Montréal 2005 — 2009
Bachelor’s Degree, Economics, 4.0
Collège Jean-de-Brébeuf 2003 — 2005
Associate's Degree, Internationnal Study
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance September 2013 - July 2014
State Street May 2012 - August 2012
Boston Housing Authority July 2010 - December 2011
Choate Hall & Stewart LLP June 2011 - August 2011
Skills
Statistics, Financial Modeling, Microsoft Excel, Microsoft Office, Research, Data Analysis, PowerPoint, Matlab, Hedge Funds, Spanish, Mandarin, Social Media, Microsoft Word
Education
Tufts University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Quantitative Economics and Mathematics
Merrill Lynch July 2008 - Present
UBS June 2007 - July 2008
State Street June 2006 - June 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Equities, Fixed Income, Hedge Funds, Asset Management, Estate Planning, Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Public Speaking, Uniform Combined State...
Education
Tufts University 2002 — 2006
BA, Economics & International Relations
Dana Hall 1998 — 2002
Ublend July 2015 - Present
State Street June 2015 - August 2015
Winslow, Evans & Crocker, Inc. May 2014 - August 2014
Boston-Sderot Project August 2013 - August 2013
The Russian School of Mathematics September 2011 - April 2013
Skills
Teaching, Research, Microsoft Office, Public Speaking, Event Planning, Visual Basic, R, Marketing Strategy, Russian, Spanish, Calculus, Academic Tutoring, Coordinating Events, PowerPoint, Latin Dance, Ballroom Dance, Drums
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor’s Degree, Concentrating in Finance and Operation and Information Management, Spanish Certificate, current GPA: 3.82/4.0
Universidad Pontificia Comillas 2015 — 2016
Bachelor’s Degree, Business Administration and Management, General
Tufts Financial Group September 2012 - Present
180 Degrees Consulting September 2014 - Present
VietAbroader Organization February 2014 - Present
Harvard Kennedy School – Ash Center, Fulbright Economics Teaching Program May 2014 - August 2014
State Street September 2013 - December 2013
Interdist Group June 2013 - August 2013
Victoria Secondary School February 2012 - June 2012
Skills
Computer Science, Microsoft Office, HTML5, JavaScript, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft SQL Server, Organizational..., Consulting, Investments, Financial Analysis, Financial Statements, Applied Mathematics, Statistics, Economic Development, Econometrics, Economic Policy, Web Development, C++, Turbo Pascal, Visual Basic, Vietnamese, Chinese, Chinese Culture, Communication, Planning & Execution of..., Event Planning, Public Speaking, Research, Teamwork, Data Analysis, English, Social Media
Education
Tufts University 2012 — 2016
B.A. Quantitative Economics and Computer Science, minor Chinese, Applied Economics
Zhejiang University 2013 — 2014
Chinese, Chinese
Anglo-Chinese Junior College 2010 — 2011
Cambridge GCE Advanced Level, Physics, Chemistry, Mathematics, Economics and English, Five distinctions
State Street April 2015 - Present
KPMG April 2013 - April 2015
US Navy May 2002 - October 2014
Concannon Business Consulting October 2011 - April 2013
Booz Allen Hamilton June 2010 - October 2011
US Navy April 1996 - February 2002
Skills
Leadership, Strategy, Change Management, Management Consulting, Program Management, Navy, Operational Planning, Consulting, Aerospace, Team Leadership, Operations Management, Automotive, Pharmaceutical Industry, Talent Management, Business Transformation, Organizational Design, Financial Services, Shared Services, Project Management, Military Experience, Organizational...
Education
University of California, Los Angeles - The Anderson School of Management
MBA
State Street July 2015 - Present
Natixis Global Asset Management January 2014 - July 2014
Feygon Tennis Academy June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Editing, Teamwork, Sales, Spanish, Management, Analysis, Software Documentation, Training
Education
Northeastern University, D'Amore McKim School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor of Business Administration (BBA), International Finance & E-Commerce
FGV (Fundacao Getulio Vargas) 2013 — 2013
Study Abroad: Doing Business in Brazil Diploma, International Business
Escola Graduada de Sao Paulo 2008 — 2012
American School Foundation 2001 — 2008
PwC August 2015 - Present
State Street June 2014 - Present
State Street Bank November 2013 - January 2014
State Street Bank June 2013 - September 2013
Shalvey Brothers Landscape and Construction Company June 2006 - August 2012
Christian Party Rental September 2010 - April 2012
Skills
Microsoft Excel, PowerPoint, Outlook, Analysis, Microsoft Office, Microsoft Word, Teamwork, English, Windows, Research, HTML, Public Speaking, Editing, Lotus Notes, ONYX, Salesforce.com, iExpense/Oracle
Education
Union College 2011 — 2015
Economics, Senior
St. Mark's School 2006 — 2009
State Street Global Advisors February 2015 - Present
State Street Global Advisors March 2013 - February 2015
State Street November 2010 - March 2013
The Thoreau Club 2006 - 2010
Skills
Investments, Financial Modeling, Alternative Investments, Equities, Financial Analysis, Derivatives, ETFs, Financial Services, Bloomberg, Investment Management, Series 7, Strategic Financial..., Trading
Education
Union College 2006 — 2010
Bachelor of Arts, Economics and Political Science
Lawrence Academy 2002 — 2006
State Street 2014 - Present
State Street 2014 - 2014
MPM Learning Center 2013 - 2014
California English School 2013 - 2013
Premier Community Credit Union 2012 - 2013
University of the Pacific 2010 - 2012
Emmanuel Lutheran Church 2006 - 2008
Skills
Econometrics, Teaching English as a..., Spanish, Customer Service, Sales, Community Outreach, Brazilian Portuguese, Tutoring, Microsoft Excel
Education
University of the Pacific 2008 — 2012
Bachelor of Science (BS), Economics, minor in Spanish
Universidad del Salvador 2011 — 2011
Related courses, Economia Internacional, Economia Politica
PwC August 2015 - Present
PwC January 2014 - March 2014
State Street October 2013 - January 2014
Umass Athletics Academic Services January 2013 - January 2014
University of Massachusetts Amherst November 2012 - September 2013
Sutton Center Country Store August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, Social Media, Java, Teamwork, Data Analysis, Leadership
Education
University of Massachusetts, Amherst 2011 — 2015
BBA Accounting, BA Economics
Universidad Pablo de Olavide 2014 — 2014
Spanish, Economics, Political Science
Sutton High School 2007 — 2011
Wells Fargo Advisors September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Citigroup Smith Barney January 2008 - June 2009
State Street June 2006 - December 2007
Arnold Worldwide 2005 - 2005
Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University College London, U. of London 2005 — 2005
Wellesley High School
JLL May 2015 - Present
Tulane University 2012 - Present
State Street June 2014 - September 2014
AlliedBarton Security Services June 2013 - August 2013
The Shirt Guys LLC 2009 - 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Facebook, Social Media, English, Customer Service, Commercial Real Estate, Heavy Lifting, Weight Gain, Research, Management, Project Management, Leadership, Sales, Strategic Planning
Education
Tulane University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Arbor Commercial Mortgage December 2014 - Present
J.P. Morgan January 2014 - November 2014
State Street June 2013 - January 2014
Keshet December 2012 - May 2013
Integrated Computer Solutions, Inc. November 2011 - September 2012
Bangor Savings Bank July 2011 - November 2011
Ameriprise Financial January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Leadership, Salesforce.com, Teamwork, Customer Service, Critical Thinking, Problem Solving, Writing, Strategic Thinking, Qualitative Research, Quantitative Research, Market Research, PowerPoint, QuickBooks, Social Networking, Stata, Financial Accounting, Mathematics, Policy, Invoicing, Peer Tutoring, Eviews, Commercial Real Estate..., Mortgage Underwriting, Real Estate Financing, Fannie Mae, Freddie Mac, Bridge Loans, CMBS, Confidentiality, Anti Money Laundering, Regulatory Compliance, Foreign Exchange, Trade Processing, Creativity, Microsoft Outlook, Athletic Training, Grant Writing, Wall Street Systems, FXall, Misys, Python, CLS, IBS, MShare, GDT, i-Vault
Education
Union College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics, Magna Cum Laude
Foxcroft Academy 2006 — 2007
Kimball Union Academy 2003 — 2006
Ropes & Gray LLP November 2014 - Present
State Street November 2013 - November 2014
State Street January 2013 - October 2013
Town of Wellfleet June 2008 - September 2012
Northwestern Mutual January 2012 - May 2012
Education
Tufts University 2008 — 2012
Bachelor of Science (B.S.), Quantitative Economics, Political Science
State Street September 2014 - Present
State Street April 2012 - September 2014
HubSpot November 2013 - August 2014
Experian QAS US June 2010 - April 2012
Grubb & Ellis Company July 2008 - June 2010
Providence Business News January 2008 - July 2008
South Shore YMCA May 2007 - September 2007
Skills
Editing, Marketing, Journalism, Commercial Real Estate, Research, Social Media, Networking, Customer Experience, Siebel, Customer Retention, Sales Operations, English grammar, Cross Functional..., Building Business..., Alternative Investments, Hedge Funds, Private Equity, Sales Process, Sales, Project Management, Online Marketing
Education
University of Rhode Island 2003 — 2008
Bachelor of Arts, Journalism
Universitat Autònoma de Barcelona 2006 — 2006
State Street December 2014 - Present
State Street Bank June 2013 - December 2014
State Street Bank August 2012 - May 2013
The Mill Wharf Restaurant May 2007 - May 2012
Skills
Customer Service, Finance, Customer Satisfaction, Cultural Awareness, Multi Tasking, Cultural Sensitivity, Human Resources, Social Networking, Bloomberg, Valuation
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Operations Management, 3.78
Universitat Autònoma de Barcelona 2012 — 2012
Academic Programs International
Chappuis Halder March 2014 - Present
TÉLUQ – Télé-université November 2013 - Present
CPA Canada (Chartered Professional Accountants Canada Comptables professionnels agréés du Canada) September 2013 - April 2014
National Bank of Canada December 2011 - April 2014
National Bank of Canada December 2010 - December 2011
TC Transcontinental June 2008 - December 2010
State Street September 2006 - February 2007
Fiscalys November 2005 - August 2006
Cabinet d'experts-comptables - Alain Amanou July 2001 - November 2005
Skills
Business Analysis, Reporting & Analysis, Business Process..., Accounting, Finance Function..., Business Intelligence, Training, Project Management, Financial Analysis, Business Object, Financial System..., Management Consulting, Consulting, Microsoft Excel, ETL, Finance System..., VBA, UPK, PeopleSoft Financial, Essbase, Internal Controls, Certified Information..., Clearing Houses, OTC Clearing, Digital Strategy, Banking
Education
Université Paris Dauphine 2012 — 2013
Master of Business Administration (MBA)
Université du Québec à Montréal 2011 — 2013
Master of Business Administration (MBA)
Université du Québec à Montréal / UQAM 2011 — 2012
Master of Science (M.Sc.)
Université du Québec à Montréal / UQAM 2008 — 2010
Bachelor of Business Administration (B.B.A.)
State Street October 2014 - Present
State Street February 2014 - October 2014
State Street January 2012 - February 2014
State Street January 2011 - February 2012
State Street Bank September 2010 - December 2010
State Street Bank June 2010 - August 2010
Lehman Brothers January 2008 - January 2008
Skills
Strategy, Financial Services, Portfolio Management, Business Transformation, Financial Analysis, Business Analysis, Contract Management, Asset Management, Capital Markets
Education
Wellesley College 2006 — 2010
B.A., Economics, Italian Studies
University of Bologna 2009 — 2009
Art History, History
State Street March 2015 - Present
BNY Mellon November 2011 - February 2015
State of Massachusetts: Representative Harold Naughton Jr. September 2011 - November 2011
University of Massachusetts Medical Occupational Injury Management June 2010 - August 2010
William Tell Financial January 2010 - March 2010
Education
Union College 2007 — 2011
Bachelor of Arts, Managerial Economics (Major), Political Science (Minor)
State Street February 2013 - April 2014
Phi Iota Alpha Fraternity Inc September 2009 - September 2011
Bank of America / Merrill Lynch International June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Economics, Valuation, Investments, Financial Analysis, Accounting, Bloomberg Terminal, Financial Accounting, Reuters 3000, Sales, Securities, Mutual Funds, Equities, Fixed Income, Private Equity, Investment Banking, Equity Research, Teamwork, Fund Accounting, Team Leadership, Client Relations Skills, Financial Modeling, Equity Capital Markets, Capital Markets, Bilingual-English/Spanis...
Education
Union College 2008 — 2012
Bachelor of Arts, Managerial Economics, Upperclassman GPA: 3.0 Core GPA: 3.33
Union College 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Itrica May 2012 - January 2014
Silpada Designs March 2006 - October 2013
Lionbridge January 2012 - May 2012
State Street January 2001 - December 2011
New England Advisors Group January 2001 - December 2011
State Street January 1997 - January 2001
Skills
Software Analysis, Business Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Software Documentation, Test Planning, Microsoft Powerpoint, Administrative Support, Quality Assurance, Regression Testing, Testing, Administrative..., Analysis, XML, SQL, Process Improvement
Education
UMass Boston
Bachelor of Arts, Languages (French and Spanish)
Université de Caen Basse Normandie / Universite de Caen
Study Abroad Diplome d'Universite, French Language and Culture
Credit Suisse July 2015 - Present
Egon Zehnder April 2014 - July 2015
State Street August 2013 - April 2014
Credit Suisse February 2010 - July 2013
Credit Suisse April 2007 - February 2010
Christian and Timbers September 2006 - April 2007
Legacy Partners Group March 2004 - September 2006
Anglo Nannies September 2002 - November 2003
Laufer and Associates June 2001 - September 2002
Prudential Securities October 2000 - May 2001
Education
University at Albany, SUNY 1989 — 1993
State Street July 2015 - Present
State Street January 2015 - Present
State Street July 2013 - January 2015
Sonido Clandestino July 2013 - June 2014
Deloitte UK November 2011 - July 2013
KPMG UK September 2010 - December 2011
KPMG España June 2008 - July 2010
Universidad Complutense de Madrid November 2006 - June 2007
ABN AMRO Bank N.V. July 2006 - September 2006
Skills
Finanzas, Riesgo financiero, Análisis de negocio, Administración y..., Riesgo de crédito, Financial Risk, Gobernanza, Gestión de riesgos..., Gestión de riesgos, Enterprise Risk..., Análisis, Risk Management
Education
Universidad Complutense de Madrid 2007 — 2011
Degree, Economics
2007 — 2008
Exchange program, Economics
Universidad Complutense de Madrid 2002 — 2007
Degree, Business Administration
Self December 2014 - August 2015
Brightcove December 2012 - December 2014
Locators, LLC October 2011 - December 2012
State Street October 2009 - October 2011
Fidelity Investments March 2007 - October 2009
Wipro Technologies April 2004 - February 2007
Wipro Technologies March 2003 - March 2004
NerveWire March 2000 - March 2003
Lockheed Martin September 1992 - February 2000
United States Air Force June 1981 - August 1992
Skills
PMO, Management Consulting, Strategic Planning, Business Strategy, Outsourcing, Product Management, Process Improvement, Agile, Program Management, Product Development, Team Leadership, Financial Management, Process Engineering, Business Intelligence, Product Strategy, Software Development, E-commerce, Scrum, Team Building, Change Management, Portfolio Management, Cross-functional Team..., Application Development, SDLC, Agile Methodologies, Managerial Finance, Strategy, Start-ups, Integration, User Experience, Leadership, Project Management, IT Strategy, New Business Development, Management, Project Planning
Education
U.S. Air Force Institute of Technology 1985 — 1986
MSEE, Electrical Engineering - Digital Communications, Artificial Intelligence
United States Air Force Academy 1977 — 1981
BSEE, Electrical Engineering - Communications, Digital Circuit Design
State Street January 2015 - Present
Vassar College October 2013 - May 2014
Harvest Capital LLC January 2009 - November 2013
Vassar College August 2011 - May 2012
Skills
Microsoft Office, Economics, Microsoft Word, Editing, Fundraising, Microsoft Excel, Data Analysis, Teaching, PowerPoint, Social Media, Active Listening, WinOps, Peer Support, Prezi, Writing, Event Planning
Education
Vassar College 2010 — 2014
Bachelor of Arts (BA)
Università di Bologna 2012 — 2012
Laurea Triennale - Mobilita' internazionale
Avon High School 2006 — 2010
M&T Bank January 2014 - Present
M&T Bank January 2014 - February 2015
M&T Bank July 2013 - December 2013
M&T Bank July 2012 - July 2013
Wellesley College February 2009 - May 2012
Guatemalan Project June 2011 - August 2011
State Street June 2010 - May 2011
Boys and Girls Club of Greater Flint June 2008 - August 2009
Palace Coney Island September 2004 - May 2008
Skills
Clerical Skills, Problem Solving, Microsoft Office, Public Speaking, Spanish, Interpersonal Skills, Telephone Skills, Time Management, Financial Reporting, Financial Modeling, Financial Analysis, Project Management, Visionary
Education
Wellesley College 2008 — 2012
Bachelor's of Arts, Economics
Universidad de Córdoba 2010 — 2011
Study Abroad, All courses taught in university level Spanish
University of Michigan-Flint 2006 — 2008
Dual Enrollee, Chemistry, Communications, Math, Psychology, and Sociology
Flint Central High School 2004 — 2008
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
State Street December 2012 - Present
Absolute Perfection May 2006 - December 2012
Skills
Leadership, Drive to Achieve, Computer Competence, Sense Of Responsibility, Interpersonal Skill, Reliability, Communication Skills, Determination, Employee Training, Time Management, Management, Operations Management, Microsoft Excel
Education
Northeasten State University 2006 — 2010
Bachelor's degree, Business Administration
Tulsa Community College 2007 — 2008
Associate's degree, Liberal Arts
Coca-Cola Refreshments April 2013 - May 2015
Thomson Reuters August 2010 - February 2011
State Street April 2008 - November 2009
Western Surfing Association 2005 - 2006
DGM Bank & Trust 2001 - 2003
Skills
Financial Markets, Financial Modeling, Analysis, Valuation, Asset Management, Portfolio Management, Microsoft Excel, Market Analysis, Budgets, Public Speaking, Equities, Management, Strategic Financial..., Financial Planning, Financial Analysis, Corporate Finance, Forecasting, Accounting, Financial Accounting, Variance Analysis, ThomsonOne, Microsoft Office
Education
The University of Western Ontario 2012 — 2012
Bachelor of Management & Organizational Studies - Finance, Accounting
Universidad de Salamanca 2010 — 2010
Spanish
Canadian Securities Institute 2007 — 2007
Canadian Securities Course (CSC)
The University of Western Ontario 2002 — 2006
Bachelor of Management and Organizational Studies - Finance, Business
CFA Institute
CFA Level 3 Candidate
CB&I January 2014 - Present
CB&I August 2012 - December 2013
State Street June 2011 - August 2011
Samaritan's Purse February 2008 - July 2009
Samaritan's Purse July 2007 - February 2008
Yale University Provost's Office January 2005 - May 2007
Global Securities June 2006 - August 2006
Yoder's Masonry December 1999 - August 2004
Skills
Program Management, International Relations, International..., Program Development, Non-profits, Leadership, Management, Program Evaluation, Nonprofits, Capacity Building, Proposal Writing, Research, Policy, Community Development, Policy Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
MALD, International Business Relations
Yale University 2004 — 2007
B.A, History
Hutchinson Community College 2002 — 2004
A.A, General Studies
State Street March 2015 - Present
PSP Investments February 2013 - March 2015
BMO Capital Markets September 2008 - December 2012
Desjardins 2005 - 2008
National Bank of Canada 2004 - 2005
National Bank of Canada 1999 - 2004
Skills
Banking, Investment Banking, Risk Management, Back Office, Equities, Equity Derivatives, Business Analysis, Trading Systems, Options, FX Options, Accounting, Operational Risk, Interest Rate..., Management, Corporate Finance, Structured Products, Credit Derivatives, Produits dérivés, Comptabilité, Back office, Banque, Derivatives, Options marché des...
Education
Université du Québec à Montréal 1994 — 1998
BAA, Finance
Morgan Stanley February 2011 - Present
Capco July 2009 - February 2011
IBM July 2008 - April 2009
Countrywide April 2007 - July 2008
JPMorgan Chase May 2004 - April 2007
State Street March 2001 - April 2004
Skills
Morgan Stanley..., Fundamentals of..., Back Office, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Middle Office, Interest Rate..., Prime Brokerage
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BS, Finance
Northport High School 1993 — 1996
1996
BNP Paribas Corporate & Investment Banking September 2013 - September 2014
BNP Paribas Investment Solutions September 2012 - August 2013
BNP Paribas Investment Solutions June 2012 - August 2012
State Street July 2011 - August 2011
BNP Paribas Investment Solutions July 2010 - August 2010
Education
Université Paris Dauphine 2012 — 2014
MSc, Master 272 - Financial Engineering and Quantitative Economics
Université Paris Dauphine 2009 — 2012
Bachelor of Applied Economics, Major in Financial Engineering
Proskauer Rose LLP September 2014 - Present
Proskauer Rose LLP June 2013 - August 2013
EMC June 2012 - August 2012
Brown Brothers Harriman April 2010 - August 2011
State Street November 2009 - March 2010
State Street November 2008 - October 2009
State Street November 2007 - October 2008
Netage Solutions Financial Software October 2005 - June 2006
Education
Boston University School of Law
Doctor of Law (JD)
Universidad Pontificia Comillas 2014 — 2014
Semester of Study, Masters of International and European Business Law (MIEBL)
Boston University
BS, Business Administration and Management
John Hancock Investments November 2014 - Present
State Street November 2012 - November 2014
State Street January 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, MS Excel Pivot Tables, Value Investing, Private Equity, DCF Valuation, Fundamental Analysis, Investments, Equities, Valuation, Securities, Fixed Income, Finance, Portfolio Management, Mutual Funds, Financial Services, Hedge Funds, Accounting, Financial Reporting
Education
Tulane University 2006 — 2010
Bachelor of Science (BS), Finance, General
RightPrice January 2015 - July 2015
RB June 2014 - August 2014
BlackRock June 2010 - June 2013
State Street June 2007 - June 2010
Skills
Valuation, Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Leadership, Project Management, Equities, Fixed Income, Financial Analysis, Accounting, Marketing, Loyalty Programs
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
Union College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Masterman 1999 — 2003
High School
Alere Accountable Care Solutions March 2013 - Present
State Street March 2012 - March 2013
NetInfo SRL September 2007 - March 2012
Soft IT December 2005 - September 2007
Skills
Java, Hibernate, Spring, Eclipse, Tomcat, Git, RESTful WebServices, SOLR, MongoDB, Java Enterprise Edition, EJB, SQL, Oracle PL/SQL..., Subversion, Memcached, GWT, JSF, JSP, Servlets, Microsoft SQL Server, T-SQL, .NET, XML, Web Services
Education
Universitatea Tehnică a Moldovei 2001 — 2005
Licensed Engineer, Information Technology
State Street June 2013 - Present
Banca Akros October 2009 - March 2012
University of Bologna November 2006 - December 2011
Alma Graduate School 2009 - 2010
Banca Akros July 2008 - October 2009
University of Bologna November 2006 - November 2008
University of Bologna November 2005 - July 2008
Skills
Investment Banking, Banking, Financial Markets, Research, CRM, Management, Budgets, Bloomberg, Trading, Financial Risk, Due Diligence, Corporate Finance, Credit Risk, Due diligence
Education
University of Bologna 2005 — 2008
Doctor of Philosophy (Ph.D.)
NYU Stern School of Business 2005 — 2006
Visiting Ph.D. Scholar
Università di Bologna / University of Bologna 1999 — 2004
Bachelor of Business Administration (B.B.A.)
JobGenius.net September 2013 - March 2014
Palm Tree Capital June 2013 - September 2013
Shamrock Capital Advisors April 2013 - June 2013
NEPC September 2007 - July 2012
State Street July 2006 - July 2007
Student Committee on Popular Entertainment May 2004 - May 2005
Skills
Alternative Investments, CAIA, Manager Selection, Institutional Portfolio..., Private Equity, Secondaries, Financial Modeling, Due Diligence, Portfolio Management, Investment Management, Emerging Markets, Equity Valuation, Economics, Valuation, Hedge Funds, Mutual Funds, Equity Research, Securities, Equities, Venture Capital, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Asset Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Arts (B.A.), Economics
State Street November 2012 - Present
State Street March 2011 - November 2012
Energy Federation July 2005 - September 2009
Lowes Inc. May 2005 - September 2005
The International Golf Club and Resort May 2003 - November 2004
Skills
Leadership, Customer Service, Microsoft Office, Event Management, Spanish, Microsoft Excel, Mutual Funds, PowerPoint, Financial Analysis, Microsoft Word, Investments, Outlook
Education
University of Oregon 2006 — 2010
Bachelor of Arts (B.A.)
Universidad Pablo de Olavide 2009 — 2009
Nashoba Regional High School 2002 — 2006
State Street 1991 - August 2001
Euroclear September 1997 - April 2001
DTCC October 1996 - October 2000
M and T Bank 1983 - 1991
Euroclear 1977 - 1983
Andersen Consulting 1969 - 1977
Education
Université catholique de Louvain 1963 — 1967
Ingenieur Commercial
SunGard April 2014 - Present
State Street August 2011 - April 2014
Bank of America Merrill Lynch September 2010 - July 2011
Goldman Sachs September 2004 - March 2010
BNP Paribas February 2004 - September 2004
US Clearing, a Division of Fleet Securities July 2001 - January 2004
Skills
Prime Brokerage, Securities, Hedge Funds, Alternative Investments, Securities Lending, Equities, Brokerage, Investments, Bloomberg, Fixed Income, Valuation, Financial Services, Finance, Capital Markets, Derivatives, Asset Management
Education
State University of New York at Albany 1996 — 2001
BA, Political Science
Percy Miller Inc. September 2011 - Present
Percy Miller Inc. November 2008 - September 2011
State Street July 2008 - September 2008
Skills
CRM, French, Vente, Business Intelligence, ERP, Project Management, Team Management, Team Leadership, Business Analysis, E-commerce, Network Security, Web 2.0, Account Management, Génération de leads, Stratégie marketing, Business to Business, Sales Manager, Personal Training, Gestion de projet, Leadership d'équipe, Gestion d'équipe, Français, Analyste commercial, Marketing Strategy
Education
Université de Marne-la-Vallée 2007 — 2009
Master, Ingenierie et management des organisations et des services
Université Nancy 2 2006 — 2007
Licence, Management des organisations
Robert Schuman Metz 2004 — 2006
BTS, Management des Unités Commerciales
BATS Global Markets, Inc. July 2015 - Present
Union College September 2012 - Present
Sunny Atlantic Beach Club May 2014 - Present
Fox's Designer Off-Price June 2008 - Present
State Street August 2015 - August 2015
Elise Stefanik for Congress September 2014 - November 2014
Village of Atlantic Beach June 2011 - September 2013
Ocean Club, Atlantic Beach, NY May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Management, Research, Project Management, Leadership, Social Media, Teamwork, Event Planning, Economics, Facebook, Social Networking, Sales, Data Analysis
Education
Union College 2012 — 2016
Bachelor's of Science, Business/Managerial Economics; Minors: Classics, History
Chaminade High School 2008 — 2012
High School Diploma 2012
NYU Stern School of Business July 2014 - Present
Gap Inc. June 2015 - August 2015
SAGE & ROW October 2014 - December 2014
Deloitte Consulting July 2010 - June 2014
Hill Holliday June 2009 - August 2009
State Street June 2008 - August 2008
Skills
Strategy, Analysis, Consulting, Business Process Design, Business Writing, Account Management, Business Analysis, Leadership, Marketing Strategy, Go-to-market Strategy, Customer Experience, Customer Insight, Microsoft Excel, PowerPoint, Presentations, Retail, Competitive Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Luxury Marketing, Strategy, Entrepreneurship & Innovation
University of Richmond 2006 — 2010
BSBA, Business Administration, Finance and Marketing
Università Commerciale 'Luigi Bocconi' 2008 — 2008
State Street July 2015 - Present
5YJ Co-operative March 2013 - Present
CreditSights October 2010 - March 2014
Agilo Limited (Hedge Fund) January 2008 - April 2008
Grant Thornton International (Israel office) August 2005 - July 2007
Skills
Fixed Income Research, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Capital Markets, Investment Banking, Due Diligence, Investments, Equity Research, Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives
Education
University College London, U. of London 2007 — 2010
LLB, Law
Yeshiva University 2001 — 2005
BSc, Finance
Greenberg Advisors, LLC August 2015 - Present
Lemma Senbet Fund May 2015 - Present
State Street June 2015 - August 2015
Bloomberg LP August 2014 - December 2014
Catalyst Funds June 2014 - August 2014
The Aspire Group Inc September 2012 - December 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Customer Service, Financial Modeling, Finance, Management, Sales, PowerPoint, Teamwork
Education
University of Maryland College Park 2012 — 2016
Bachelor's degree, Finance, Senior
Universidad Rey Juan Carlos 2015 — 2015
Pascack Hills High School 2008 — 2012
Maroquine October 2014 - Present
Speyside Corporate Relations May 2014 - October 2014
Cesar Giraldo: Taller Manual de Cuero April 2014 - October 2014
N/A May 2013 - August 2013
Peking Handicraft July 2012 - March 2013
American Apparel February 2012 - September 2012
Toujours Lingerie May 2009 - December 2011
State Street August 2010 - December 2010
Keker & Van Nest May 2008 - August 2008
Skills
French, Italian, Mandarin, Hatha Yoga, Skiing, Cooking, Word, Excel, PowerPoint, Photoshop, Digital Photography, Microsoft Excel, Adobe Creative Suite, Spanish, Social Media, OS X, Microsoft Office, Social Networking, Sales, Facebook, Event Planning, Editing, Fashion, Social Media Marketing, Illustrator, Public Relations, Event Management, International Relations, Market Research, Outlook, Copywriting, Marketing, Creative Writing, Graphic Design, Public Speaking, Chinese, Photography, International..., English, Mac, Marketing Communications, Customer Service, Marketing Strategy, Online Marketing, Qualitative Research, Microsoft Word
Education
Tufts University 2008 — 2012
BA, Chinese Language and Culture
University of California, Berkeley, Haas School of Business 2011 — 2011
Summer program in Business for Arts, Sciences, and Engineers
Zhejiang University 2011 — 2011
San Francisco University High School
San Francisco University High School
San Francisco University High School
State Street June 2015 - Present
Gringo on the Beach July 2012 - Present
State of Vermont June 2014 - August 2014
Redsquare Bar May 2013 - August 2014
Runa September 2012 - June 2013
Gringo on the Beach July 2012 - August 2012
The University of Vermont May 2012 - July 2012
Crossroad Farm May 2007 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Spanish, Social Media
Education
University of Vermont 2011 — 2015
Bachelor of Science (BS), Community Development and Applied Economics, and Economics, 3.61
Università Cattolica del Sacro Cuore 2014 — 2014
International Economics
Università Cattolica del Sacro Cuore 2014 — 2014
International Economics
T3 Advisors, LLC October 2015 - Present
JLL June 2015 - August 2015
Boston Properties November 2014 - December 2014
State Street June 2014 - August 2014
Marsh & McLennan Companies, Inc. (Bostonian Group) June 2013 - September 2013
College Fund Car Wash June 2012 - September 2012
Sarah Behn Basketball Camp June 2010 - September 2012
Thunder Sporting Goods June 2010 - November 2010
Skills
PowerPoint, Microsoft Word, Sales, Leadership, Teamwork
Education
Union College 2011 — 2015
Lincoln Sudbury High School 2007 — 2011
State Street June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
PwC July 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Teamwork, Project Planning, Project Management, Business Analysis, Process Improvement, Fixed Income, Financial Modeling, Matlab, PowerPoint, Portfolio Management, Valuation, Fluid Mechanics, Microsoft Word, English, Finite Element Analysis, Strategic Planning, Forecasting, Bloomberg Terminal, Finance, 3D Printing, Rapid Prototyping, CAD/CAM Software, Investments, Risk Management, Economics, Credit Analysis, Bloomberg, Solid Mechanics, Microsoft Excel, Microsoft Office, Analysis, Research
Education
Union College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
State Street May 2011 - Present
State Street November 2010 - May 2011
PricewaterhouseCoopers September 2008 - October 2010
PricewaterhouseCoopers August 2006 - August 2008
Skills
Internal Controls, IT Audit, SAS70, Big 4, Risk Assessment, Auditing, Project Management, Risk Management, Enterprise Risk..., Financial Risk
Education
Union College 2002 — 2006
Bachelors of Arts, Economics
C2FO February 2014 - Present
C2FO September 2013 - January 2014
C2FO March 2011 - August 2013
State Street November 2010 - February 2011
State Street February 2009 - September 2010
Embarq May 2007 - January 2008
Skills
CRM, Sales, Salesforce.com, Strategic Planning, Financial Analysis, Accounting, Supply Chain..., Cash Management, Financial Services, Strategy, Pricing, Social Media, CRM Integration, Fortune 1000 Sales, Business Development, Inside Sales, Management, Investments, Start-ups, New Business Development, Finance, Training, Recruiting, Procurement, Project Management, Account Management, SaaS, Negotiation, Analytics, Working Capital..., Marketing, Leadership, Risk Management, Business Strategy, Analysis
Education
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Marketing with Biological Sciences Minor
Università degli Studi di Bergamo 2006 — 2006
International Business, 4.0
SYBeventplanningservices (startup business) August 2015 - Present
State Street Corporation January 2014 - August 2015
UMass Boston January 2012 - December 2013
State Street June 2013 - August 2013
Citizens Bank September 2011 - June 2012
Skills
Social Media, Marketing, Event Planning, Social Networking, Data Analysis, Management, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Accounting, Customer Service, Public Speaking, Project Management, Intercultural Skills, Interpersonal..., Research, Statistics, Outlook, Teamwork, salesforce, CRM, Arabic, Leadership, Analysis, Financial Analysis
Education
Universidad de Sevilla 2013 — 2013
Bachelor’s Degree, International Marketing, Spanish
University of Massachusetts Boston 2011 — 2013
Bachelor’s Degree, College of management concentration in Marketing, 3.27
State Street June 2015 - Present
Senior Marketing Specialists January 2015 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Finance, Corporate Finance, Spanish, Office Organizing, Intercultural..., Time Management, Teamwork, Social Media, Customer Service, Public Speaking, Facebook, Social Networking, Event Planning
Education
University of Missouri-Columbia 2011 — 2015
Finance and Banking, Spanish
Universitat d'Alacant 2013 — 2013
Francis Howell Central High School 2008 — 2011
Thermo Fisher Scientific February 2015 - Present
State Street September 2013 - February 2015
S&P Capital IQ June 2012 - June 2013
University of Denver August 2010 - August 2011
Skills
QuickBooks, Capital IQ, Finance, ProSeries, Microsoft Excel, Financial Accounting, Bloomberg, Bloomberg Terminal, Training, Accounting, Spanish, Leadership, Data Analysis
Education
University of Denver 2008 — 2012
BSBA, Finance, General
Universitat Pompeu Fabra
Girl Scouts of Southeastern New England (Volunteer position) October 2014 - Present
U.S. Trust / Bank of America March 2010 - April 2015
Bank of America February 2006 - January 2008
Citizens Bank May 2004 - February 2006
Allianz-Dresdner Asset Management (PIMCO) March 2003 - July 2003
Mellon Financial Corporation August 2002 - March 2003
State Street June 2000 - March 2002
DeMarche Associates Inc February 1999 - June 2000
Skills
Portfolio Management, Investments, Mutual Funds, Management, Risk Management, Securities, Financial Services, Banking, Wealth Management, Investment Management, Customer Service, Asset Management, Cash Management, Strategy, Financial Analysis, Analysis, Finance, Process Improvement, Leadership, Relationship Management
Education
Webster University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Finance
Union College (NE) 1990 — 1995
Bachelor of Arts (BA)
Quiet Leadership Institute April 2014 - Present
U.S. Department of State August 2012 - March 2014
State Street February 2010 - August 2010
US Army 2004 - 2009
Skills
Military, Army, DoD, National Security, Military Operations, Intelligence Analysis, International Security, Operational Planning, Security Clearance, Leadership Development, Counterinsurgency, Defense, Combat, Force Protection, Military Experience, Team Leadership
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of Arts in Law and Diplomacy
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), American Politics
5STARDIST May 2014 - Present
AptarGroup, Inc. January 2011 - April 2014
Schneider Electric/ Square D September 2006 - December 2010
Cunningham Lindsey August 2005 - August 2006
State Street June 2001 - August 2005
Skills
Financial Reporting, Staff Management, Annual Reports, Financial Analysis, HFM, FDM, Capex, Bilingual, Bloomberg, Reuters
Education
Université du Québec - Ecole nationale d'Administration publique 1997 — 1999
MPA, Public Management
Montreal Business School 1994 — 1997
B.B.A, Accounting
State Street June 2015 - Present
State Street September 2013 - May 2015
eBay Inc April 2009 - January 2015
Wheel Base Ski Shop July 2014 - August 2014
WEB Dubois Library January 2013 - January 2014
TJX September 2010 - March 2011
Elia's Country Store October 2009 - March 2010
Skills
Customer Service, Communication Skills, Teamwork, Economics, Business Strategy, Marketing, Microsoft Office, Social Media, Market Research, Time Management, Social Networking, Entrepreneurship, Data Analysis, Analysis
Education
University of Massachusetts, Amherst 2011 — 2015
Economics
Universitat Autònoma de Barcelona 2014 — 2014
International Business, Pass
Wilmington High School 2007 — 2011
High School Diploma
Deloitte January 2012 - Present
The Democracy Alliance June 2011 - December 2011
State Street June 2009 - August 2009
Skills
Due Diligence, Emerging Markets, Market Analysis, Management Consulting, Management, Strategic Consulting, Business Strategy, Market Entry, Analytics, Benchmarking, Supply Chain, Farsi, Project Management, Business Development, Business Intelligence, International..., International Trade, Financial Modeling
Education
Union College 2007 — 2011
B.A., Political Science-- Middle East Politics
State Street November 2002 - Present
Skills
French <> English...
Education
Sorbonne University 1984 — 1988
Master's Degree, Foreign Languages applied to Business, English and German
State Street February 2013 - December 2014
Graviton Fund January 2012 - January 2013
Research Affiliates June 2011 - September 2011
Skills
Passed all 3 CFA Exams
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
MFE, Financial Engineering
Citizens Financial Group, Inc. June 2015 - Present
State Street June 2014 - June 2015
State Street February 2008 - June 2014
Evergreen Investments November 2005 - February 2008
ByAllAccounts/State Street October 2001 - October 2005
Summit Technology (Alcon) May 1999 - July 2001
Skills
Business Analysis, Quality Assurance, E-commerce, Chemical Engineering, Business Requirements, Process Improvement, Customer Relations, SDLC, Oracle Financial, Project Coordination, Testing, Software Documentation, Change Management, Databases, Customer Service, Project Planning, Management, ERP, Quality Center, Oracle, Analysis, Test Planning, Requirements Gathering, Business Process, User Acceptance Testing, Cross-functional Team..., Project Management, HP Quality Center
Education
1988 — 1994
BS, Chemical Engineering
Worcester Polytechnic Institute 2000 — 2001
E-Commerce
Oracle Hyperion Financial Management 2013 — 2013
Mercury Interactive 2006 — 2006
QTP, Test Director, WinRunner
Robeco September 2011 - Present
State Street July 2010 - September 2011
State Street April 2008 - July 2010
State Street December 2006 - July 2010
State Street September 2006 - April 2008
Skills
Finance, Bloomberg, Fixed Income, Portfolio Management, Mutual Funds, Investments, Account Reconciliation, Accounting, Management, Equities, Securities
Education
Tufts University 2002 — 2006
Bachelor of Arts, Sociology
Tufts University 2002 — 2006
Minor, Communications and Media Studies
State Street July 2015 - Present
Bernstein Global Wealth Management June 2014 - June 2015
State Street June 2013 - June 2014
State Street January 2013 - June 2013
Fon April 2012 - August 2012
Grand Circle Corporation June 2010 - July 2011
Classic Staging Designs May 2007 - September 2008
Skills
Access, Microsoft Excel, Visio, Financial Analysis, Teamwork, SharePoint, PowerPoint, Finance, SPSS, Windows, Microsoft Office..., Bloomberg Terminal, Spanish, Management, Microsoft Word, Microsoft Office, OS X, Data Analysis, Business Objects, SQL, InfoPath, Microsoft Project, Kanban, Email Marketing, Project Management, Databases, MS Project, Outlook, Team Leadership, Salesforce.com, MS Office Suite, Microsoft Visio, Risk Management, IBM iSeries, Apple, AS400, Mac OS X, Series 7, Entrepreneurship, SharePoint Server
Education
Northeastern University 2008 — 2013
BSIB, Marketing and Finance Concentration, Minor in Spanish
Universidad Pontificia Comillas 2011 — 2012
E-4, Negocios Internacionales
CLIC 2010 — 2010
Dialogue Culture and Civilizations Program, Spanish
Monte Vista High School 2004 — 2008
High School Degree
Citi January 2015 - Present
GE Capital October 2012 - December 2014
State Street June 2009 - September 2012
United States Air Force June 2004 - May 2009
Skills
Auditing, Audit, Risk Assessment, SOX, Securities, Basel II, ICAAP, Foreign Exchange, Derivatives, Fixed Income, Share Repurchase, Repurchase/Reverse..., AML/KYC, Stress Testing, Sarbanes-Oxley Act, Corporate Finance, Analysis, Financial Risk, Enterprise Risk..., Internal Audit, Operational Risk...
Education
United States Air Force Academy 2000 — 2004
BS, Military Strategy
Goldthwaite High School 1996 — 2000
State Street December 2014 - Present
State Street January 2014 - December 2014
Windrose Advisors December 2011 - January 2014
Marsh April 2011 - August 2011
Neon Liberty Capital Management July 2009 - January 2010
Andiamo Partners June 2008 - August 2008
Andin International May 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Salesforce Administrator, Salesforce Training, WordPress, Reporting & Analysis, Financial Modeling
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, International Business; Finance & Insurance
Università Cattolica del Sacro Cuore 2010 — 2011
State Street August 2013 - Present
Ecopetrol March 2011 - June 2012
Baker & McKenzie September 2006 - July 2009
GRIMALDO, LAZO ABOGADOS (Associated firm of Baker & McKenzie) July 2004 - September 2006
Ernst & Young May 2003 - July 2004
Secretaría de Hacienda Distrital January 2002 - July 2002
Skills
International Business, Business Strategy, English, Corporate Finance, Spanish, International Tax, French, Portuguese, Transfer Pricing, Negotiation, Latin America, Oil & Gas Industry, Project Management, Practice Development, Organizational..., MBA, Economics, Mergers & Acquisitions, Treasury Management, Financial Analysis
Education
Université Panthéon Sorbonne (Paris I) / IAE Paris 2009 — 2010
MBA, International Business Administration
Universidad de Los Andes 1998 — 2003
Economist, Economics
State Street June 2013 - Present
State Street March 2012 - June 2013
State Street December 2009 - March 2012
State Street July 2008 - December 2009
Air Force Institute of Technology August 2006 - September 2007
US Air Force November 2004 - August 2006
US Air Force December 2002 - November 2004
US Air Force November 2001 - November 2004
Skills
IT Audit, Information Security..., IT Risk, Access, SQL, HTML, Perl, C, Internal Audit
Education
U.S. Air Force Institute of Technology 2006 — 2007
MS, Computer Science
United States Air Force Academy 1997 — 2001
BS, Computer Science
Shorepoint Capital Partners, LLC May 2011 - Present
Buffone Enterprises June 2010 - Present
State Street January 2010 - May 2011
State Street October 2006 - January 2010
American Power Conversion June 2006 - August 2006
URI Rec Services September 2005 - May 2006
Skills
Management, Leadership, Training, Social Media, Investments, Time Management, Marketing, Business Development, Finance, Strategic Financial..., Networking, Customer Service, Wealth Management, Microsoft Excel, Event Planning, Mutual Funds, Testing, Team Building, Sales, Strategic Planning, Accounting, Personal Finance
Education
University of Rhode Island 2002 — 2006
BS/BA, Business Admin-Int'l Business and Spanish, 3.78
Universidad Pablo de Olavide 2005 — 2005
Study Abroad Program- Sevilla, Spanish, International Business
Franklin High School
Horace Mann
21st Century Oncology June 2014 - August 2014
IGV Group Spa March 2014 - April 2014
Sankaty Advisors July 2011 - August 2013
Sankaty Advisors July 2010 - July 2011
Sankaty Advisors January 2008 - July 2010
State Street July 2007 - January 2008
Skills
Financial Advisory, Portfolio Management, Valuation, Data Analysis, Finance, Bloomberg, Accounting, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Mutual Funds, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Noble and Greenough School 2000 — 2003
State Street 2015 - Present
Commerce Bank October 2013 - October 2014
Summit Bank (Oklahoma) November 2006 - October 2013
Education
Excelsior Springs High School
Tulsa Community College
State Street EVP and Chief Administrative OfficerState Street Corp.2005 - 2012
Credit Suisse 1985 - 2004
Merrill Lynch 1981 - 1985
Skills
Investments, Strategic Planning, Management, Risk Management, Financial Services, Management Consulting, Performance Management, Mergers & Acquisitions, Leadership, Strategy, Private Equity, Change Management, Human Resources, Equities
Education
University of Massachusetts, Amherst 1979 — 1981
MBA, Human Resources
University at Albany, SUNY 1968 — 1971
MS, Rehab. Counseling
Union College 1964 — 1968
BS, Psychology
State Street January 2013 - Present
State Street Global Markets 2011 - Present
State Street Global Markets March 1994 - March 2011
Skills
Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Mutual Funds, Financial Services, Derivatives, Alternative Investments, Asset Management, Capital Markets, Electronic Trading, Trading Systems, Investments, Trading
Education
Tulane University 1989 — 1994
BA, Psychology
FONDACTION December 2003 - 2009
SGF 2002 - 2003
SITQ October 2000 - October 2001
Bank of Bermuda September 1998 - October 2000
State Street September 1994 - September 1998
Skills
Due Diligence, Financial Modeling, Private Equity, Investments
Education
Université de Sherbrooke 1997 — 1998
Banque de développement du Canada BDC January 2011 - Present
State Street March 2006 - January 2011
CIBC March 2005 - March 2006
BNP Paribas January 2001 - January 2005
Kingston January 2000 - December 2001
Skills
Banking, Relationship Management, Credit, Commercial Banking, Portfolio Management, Financial Analysis, Investments, Risk Management, Finance, Financial Risk, Business Relationship..., Loans
Education
UQAM 2011 — 2014
Certificat en RH, Human Resources Management/Personnel Administration, General
Lycée Jean Zay ( Aulnay) France 1996 — 1998
Brevet de Technicien Supérieur, Commerce International
Université René Descartes (Paris V) 1994 — 1996
Droit
FilmBuff July 2015 - Present
State Street December 2010 - June 2015
Special Applied Intelligence January 2008 - November 2010
Warren Systems Group September 2005 - December 2007
Oreck Corporation September 2003 - September 2005
Bloomberg LP 1998 - 2002
Skills
Active Directory, MySQL, Linux, Vendor Management, SQL, Security, Business Analysis, Windows Server, Integration, Java, Mac OS X, Microsoft Office, Virtualization, Project Management, System Administration, Information Technology, iOS, Blackberry Enterprise..., Windows 7, Enterprise Systems..., Operating Systems, Systems Engineering, Mobile Devices, Disaster Recovery
Education
Tulane University - A.B. Freeman School of Business 1998 — 2003
Bachelor of Science and Management, Information Technology and Finance double major
Roynat Capital March 2015 - Present
Roynat Capital May 2011 - March 2015
State Street June 2009 - December 2010
Fidelity Investments April 2006 - February 2009
YM Inc Toronto December 2004 - September 2005
Regional Employment Agency, Deva, Romania November 2000 - August 2004
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Process Improvement, Microsoft Excel, Payroll, Time Management, Accounting, Management, Business Analysis, Analysis, Risk Management
Education
Universitatea de Vest din Timișoara 1996 — 2000
Bachelor’s Degree, Finance
CGA Ontario - PACE level completed
Wellington Management June 2000 - May 2002
Investors Bank & Trust November 1998 - June 2000
State Street June 1997 - November 1998
Education
Union College 1994 — 1997
BA, Economics
State Street Corporation October 2008 - Present
State Street July 2007 - Present
State Street Corporation July 2007 - October 2008
First On Mars January 2001 - August 2007
WHYY June 2006 - August 2006
Education
Union College 2003 — 2007
BA, Economics
Masterman High School 1999 — 2003
Union College
Bachelor of Arts, Economics
ARK Global May 2007 - Present
Charles Schwab November 2004 - May 2007
State Street 1999 - 2004
Skills
NASD Series 7, 63,..., Alternative Investments, Equities, Institutional Sales, Consultant/Client..., Business Development, Fixed Income, Sub Advisory, Emerging Managers, 40 ACT Liquid..., Finance, Management, Leadership, Asset Management, Securities, Financial Services, Fund Of Funds, Asset Allocation, Hedge Funds
Education
Tulane University 1985 — 1989
Bachelor of Arts (B.A.)
State Street November 2009 - Present
Education
University at Albany, SUNY
BA
SPAWAR Systems Center Pacific December 2009 - Present
SPAWAR July 2009 - September 2009
NP Strategies June 2008 - August 2008
State Street August 2006 - August 2007
Computershare August 2004 - February 2006
Skills
Government
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2007 — 2009
Master's of Pacific International Affairs, International Politics and Public Policy, with a regional focus on China
University of Maryland College Park 2001 — 2004
BA, Chinese Language and Literature
University of Kentucky 1999 — 2001
BA, French and International Economics
State Street June 2014 - Present
State Street December 2009 - June 2014
State Street August 2005 - December 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Portfolio Management, PowerPoint, Accounting, Financial Services, Finance, Equities, Research, Event Planning, Bloomberg, Financial Analysis
Education
Tufts University 2001 — 2005
BA, International Relations
Pembroke Hill
High School
Fidelity Investments October 2014 - Present
Fidelity Investments April 2013 - Present
Fidelity Investments August 2011 - April 2013
Fidelity Investments June 2010 - August 2010
State Street June 2009 - August 2009
City of Somerville April 2008 - November 2008
Skills
Stata, Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Economics, SPSS, Financial Analysis, Microsoft Word, Public Speaking, Analysis
Education
Tufts University 2007 — 2011
B.S., Quantitative Economics
State Street July 2011 - Present
United States Navy March 2008 - December 2010
United States Navy May 2006 - February 2008
Education
United States Naval Academy 2000 — 2003
Bachelor of Science, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Asset Management
Tulane University October 2014 - Present
Tulane University July 2014 - Present
State Street June 2013 - October 2013
Genzyme March 2013 - June 2013
McKesson Health Solutions November 2011 - March 2012
John Hancock Financial Services June 2008 - December 2011
John Hancock Financial Services June 2007 - June 2008
Bank of America August 2006 - April 2007
The Concierge LLC October 2003 - September 2005
Skills
Microsoft Excel, PowerPoint, Financial Services, Event Planning, Business Analysis, Research, Microsoft Office, Insurance, Non-profits, Project Management, Data Analysis, Customer Service, Accounting
Education
Tulane University
Bachelor of Arts, English
State Street July 2013 - Present
Capital One June 2008 - 2013
Capital One June 2005 - June 2008
Capital One June 2003 - June 2005
Capital One January 2002 - June 2003
Capital One July 2000 - January 2002
Burkenroad Reports March 1999 - May 2000
Merrill Lynch May 1999 - September 1999
Sinochem June 1995 - June 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Treasury Management, Corporate Finance, Securitization, Financial Risk, Bloomberg, Risk Management, Banking, Derivatives, Financial Services, Market Risk, Equities
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
University of International Business and Economics 1991 — 1995
BS, International Trade
State Street April 2015 - Present
State Street July 2011 - Present
Deloitte Financial Advisory Services LLP September 2007 - July 2011
Deloitte Guernsey September 2002 - September 2007
Credit Suisse July 2000 - September 2002
Skills
Internal Controls, Auditing, Program Management, Forensic Accounting, IFRS, Accounting, Fraud, Finance, Management, US GAAP, Risk Assessment, GAAP, Due Diligence, Business Process, UK GAAP, Internal Audit, Enterprise Risk..., Financial Analysis, Sarbanes-Oxley Act, Risk Management
Education
Universität Passau 1989 — 1997
BA (equivalent), International Cultur and Business Studies
Wellington Management June 2000 - Present
State Street January 1997 - June 2000
MassMutual Financial Group January 1991 - December 1996
Skills
Disaster Recovery, Weblogic, Tomcat, Unix, Unix Shell Scripting, Perl, Jython, Apache, iPlanet Web Server, Load Balancing, IIS, Microsoft Office..., Red Hat Linux, ATG Dynamo, F5 BigIP, WLST, Java, DataFlux, Compuware Vantage, Agile Methodologies, System Architecture
Education
Tufts University 1986 — 1990
BSME, Mechanical Engineering
State Street April 2013 - Present
State Street, Hong Kong December 2008 - March 2013
State Street, Japan January 2005 - December 2008
State Street, Japan April 2003 - December 2004
State Street Luxembourg November 1997 - April 2003
State Street June 1992 - November 1997
Skills
Management, Program Management, Process Improvement, Strategy, Leadership, Project Planning, Software Development, Risk Management, Budgets, French, Infrastructure, IT Strategy, English, Change Management, Vendor Management, Disaster Recovery, Strategic Planning, Financial Services, Project Management, Integration, Governance
Education
Tufts University - The Fletcher School of Law and Diplomacy
MA, International Relations
UNIVERSITE DES SCIENCES HUMAINES DE STRASBOURG, FRANCE
Diplome d'etudes Francaises, French
Boston University - Brussels, Belgium
Graduate Certificate, International Relations
University of Wyoming
BS, Management Information Systems/Business
Casper College
AS, Computer Science
State Street April 2001 - Present
State Street 2011 - 2012
State Street April 2001 - 2007
Education
Boston University M.B.A.
Master of Business Administration (M.B.A.)
Tufts University
Bachelor of Arts (B.A.)
State Street February 2011 - Present
ABN AMRO Bank N.V. June 2010 - February 2011
JPMorgan Chase April 2007 - May 2010
GlobeOp Financial Services, June 2006 - April 2007
Skills
Fund Accounting, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Middle Office, Bloomberg, Alternative Investments, Fixed Income, Securities, Equities, Bloomberg Terminal, Financial Reporting, Accounting, Options, Swaps, Valuation, Bonds, FX Options, Financial Statements, Interest Rate Swaps, CDS, SEC filings, VBA, Bloomberg Data License
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Finance and Management
State Street
Skills
Business Analysis, Business Continuity, PMP, Process Improvement, Requirements Analysis, Risk Management, SDLC, Vendor Management
Education
Universidade Federal de Pernambuco 1976 — 1979
BS, Computer Science
School name:
Universidade Federal de Pernambuco
Harvard Pilgrim Health Care Institute July 2010 - Present
John Snow Research and Training Institute September 2009 - February 2011
Baystate Health February 2008 - September 2009
Square One June 2008 - July 2009
University of Massachusetts Amherst September 2007 - May 2009
State Street May 2006 - August 2007
State Street July 2003 - April 2006
Skills
Non-profits, Public Speaking, Community Outreach, Program Development, Grant Writing, Nonprofits, Public Health, Program Evaluation, Access, Management, Data Analysis, Research, Microsoft Office, Budgets, Fundraising, Teaching, Policy, Healthcare
Education
University of Massachusetts, Amherst 2007 — 2009
MPH, Health Policy and Management
Tulane University 1998 — 2002
BA, History
State Street March 1997 - Present
Education
Université de Sherbrooke 1986 — 1993
Économie
Providence Equity Partners July 2013 - Present
State Street December 2012 - June 2013
State Street 2011 - December 2012
State Street August 2008 - February 2011
Skills
Fixed Income, Mutual Funds, Derivatives, Bloomberg, Banking, Equities, Securities, Trading, Investments, Microsoft Excel, Valuation
Education
Union College 2004 — 2008
B.S., Managerial Economics
Fresh Hospitality August 2014 - Present
Tennessee Brew Works September 2013 - Present
Vanderbilt Owen Graduate School of Management August 2012 - May 2014
Johnson & Johnson June 2013 - August 2013
First Keystone Energy Group 2011 - 2012
SEI 2007 - 2011
State Street 2005 - 2006
Skills
Investments, Mutual Funds, Marketing Strategy, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Corporate Finance, Strategic Financial..., Asset Management, Portfolio Management, Analysis, Finance, Risk Management, Equities, Asset Allocation, Financial Services, Economics, Fixed Income, Hedge Funds, Securities
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Operations
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Strategy, & Operations
Tulane University 2001 — 2005
BSM, Finance & Art History
William Penn Charter School 1989 — 2001
State Street August 2015 - Present
State Street October 2013 - August 2015
State Street February 2013 - October 2013
PwC July 2012 - February 2013
PricewaterhouseCoopers July 2009 - June 2012
Education
Kingswood - Oxford
Union College
BA, English and Economics
State Street
Education
University of Massachusetts Boston
BS Management, Marketing
Université de Toulouse-le-Mirail (Toulouse II)
Staples December 2012 - Present
State Street December 2011 - November 2012
Samsung SDSA April 2011 - December 2011
Barclays Capital February 2009 - March 2011
Lehman Brothers 2007 - 2008
Algorithmics 2005 - 2007
University at Albany 2001 - 2004
Skills
SQL, Business Analysis, Java, SDLC, Trading Systems, XML, Project Management, Spring, Fixed Income, Java Enterprise Edition, Enterprise Architecture, Agile Methodologies, Requirements Analysis
Education
State University of New York at Albany 2001 — 2004
MS, Computer Science
DMET / MERI 1993 — 1997
BE, Marine Engineering
Caisses Réunionnaises Complémentaires (GROUPE CRC) April 2014 - Present
CAISSES REUNIONNAISES COMPLEMENTAIRES May 2011 - April 2014
Richelieu Finance March 2007 - October 2009
State Street April 2004 - March 2007
AXA Investment Managers May 2001 - November 2004
BNP Paribas Assurance July 1996 - May 2001
Skills
Marché financier
Education
1994 — 1996
DECF, Finance
1990 — 1992
DUT GEA, Gestion Entreprise et Administration
ISE June 2012 - Present
State Street January 2007 - June 2012
Vindigo 2004 - 2007
SmartServ Online January 2002 - August 2003
Bloomberg L.P February 2000 - October 2001
Lucent Technologies January 1998 - January 2000
Raytheon December 1995 - January 1998
Converging Sciences and Technologies November 1993 - December 1995
Skills
C++, Java, C#, C, FX, Visual Basic, Multithreading, Hibernate, .NET, Software Development, Financial Markets, Threads, Mobile Applications, XML, STL, Unix, Programming, Design Patterns, Visual Studio, SQL
Education
Brooklyn Polytechnic
MSEE, Electrical Engineering
SUNY Albany
BS, Physics
State Street April 2015 - Present
BlackRock June 2014 - September 2014
Centricity Financial June 2012 - November 2013
Department of Statistics, UC Berkeley October 2011 - May 2012
Parallax Fund, L.P. June 2011 - May 2012
Skills
R, Statistics, Data Analysis, Investments, Bloomberg, Microsoft Excel, Trading, Research, Simulations, Economics, Financial Modeling, Matlab, Quantitative Analytics, Trading Strategies
Education
UCLA Anderson School of Management 2013 — 2014
Master of Financial Engineering
UC Berkeley 2008 — 2012
Statistics, time series/GLM/basic stochastic processes
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Business Administration, finance/real estate
Creative Materials Corporation January 2015 - Present
Creative Materials Corporation October 2013 - January 2015
State Street October 2005 - June 2011
Liberty Mutual Insurance September 2002 - January 2005
ESPN March 2000 - June 2001
Skills
Investments, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Wealth Management, Credit, Securities, Insurance, Fixed Annuities, Microsoft Excel, Fixed Income, Bloomberg, Analysis, Finance
Education
State University of New York at Albany 1996 — 1999
Bachelor of Science (BS), Actuarial Science
State Street March 2014 - Present
JP Morgan Chase April 2008 - February 2014
Education
Unversity of Pennsylvania
Ph. D., Systems Engineering
University of Michigan
MSE, Industrial and Operations Engineering
United States Military Academy at West Point
State Street May 2014 - Present
Education
Université du Québec à Trois-Rivières
Bachelor of Business Administration (B.B.A.), accounting
Allstate June 2010 - Present
State Street January 2007 - March 2009
Putnam Investments January 1998 - January 2007
Skills
Insurance, Sales, Account Management, Customer Service, Cold Calling, Sales Management, Salesforce.com, Direct Sales, Sales Process, New Business Development, Sales Operations, Management, Selling, Strategic Planning, Team Building
Education
Tufts University
Bachelor of Science (BS)
UMB Bank September 2012 - Present
UMB Bank August 2011 - September 2012
State Street February 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Leadership, Training
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor's degree, Enterprise Management
Université Lumière (Lyon II)
Minor in French
State Street September 2014 - Present
Sweetberry Farm November 2010 - January 2014
Newport Harbor Corporation, Smokehouse Cafe June 2013 - September 2013
Newport Harbor Corporation, Boat House Restaurant June 2011 - September 2012
Town Of Middletown May 2009 - September 2012
Education
Union College
Bachelor of Science, Interdepartmental; Economics and Mathematics
Portsmouth Abbey School 2005 — 2009