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
Richard Goodman Richard Goodman Boston, Massachusetts Details
Richard Goodman's State Street Experience May 2014 - November 2014
Job Operations Administrator at State Street
Industry Financial Services
Experience
State Street   May 2014 - November 2014
Waste Management  November 2013 - March 2014
Mercer  2007 - 2013
Fidelity Investments  2000 - 2007
Putnam Investments  1994 - 2000
Higgins Associates, Pension Consultants   1992 - 1994

Skills
Portfolio Management, Investments, Data Analysis, Fund Accounting, Trading, Bloomberg Terminal, Financial Reporting, Microsoft Office, Management, Morningstar, Data Quality Control, ETFs, DST Hi-Performance, Performance Attribution, Mutual Funds, Performance Reporting, Advent Investment..., Factset, GIPS Compliance, Accounting

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance and Economics

Stonehill College
Bachelor's Degree, Marketing

Sally Chen Sally Chen Boston, Massachusetts Details
Sally Chen's State Street Experience January 2013 - May 2013
Job Graduate Student at Bentley University
Industry Higher Education
Experience
EY  June 2015 - August 2015
William D. Mahony & Co   January 2014 - April 2014
Isenberg School of Management, UMass Amherst  September 2013 - December 2013
University of Massachusetts Amherst  September 2013 - December 2013
State Street   January 2013 - May 2013
ABB  July 2012 - August 2012
Zhang Hong Co. LTD   July 2007 - June 2012

Skills
Tax Preparation, Access, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Outlook, Microsoft Office, Public Speaking, Event Planning, Social Media, Research, Spanish, Teamwork, Tax Research, Personal Income Tax...

Education
Bentley University   2015 — 2016
Master's Degree, Taxation, Financial Planning

University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Information Technology, Economics

Brandon Atchison Brandon Atchison Cambridge, Massachusetts Details
Brandon Atchison's State Street Experience July 2011 - September 2012
Job Manager at Hipercept
Industry Information Technology and Services
Experience
Hipercept  October 2012 - Present
State Street   July 2011 - September 2012

Skills
Finance, Private Equity, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Microsoft Office, Valuation, Analysis, Investments, Bloomberg, Asset Management, Real Estate, Software Consulting, PowerPoint, Portfolio Management, Microsoft Word, Process Improvement, Analytics, Customer Service, Business Process..., Forecasting, Cash Flow Forecasting

Education
Bentley University   2007 — 2011
BS, Finance

Chris Zimmel Chris Zimmel United States Details
Chris Zimmel's State Street Experience June 2005 - February 2006
Job NextEra Energy
Industry Oil & Energy
Experience
NextEra Energy, Inc.   July 2013 - Present
Banco Santander  October 2009 - July 2013
Genworth Financial  November 2007 - October 2009
Accenture  May 2006 - November 2007
State Street   June 2005 - February 2006

Skills
Financial Modeling, Financial Analysis, Finance, Bloomberg, Portfolio Management, Financial Reporting, Accounting, Strategy, Leadership, Financial Services, Banking, Budgets, Corporate Finance, Financial Risk, Internal Audit, Risk Management, Strategic Planning

Education
Boston University - School of Management   2009 — 2012
MBA

Bentley University   2001 — 2005
BS

Rebecca Baird, CPA, CIA, CFSA Rebecca Baird, CPA, CIA, CFSA Washington D.C. Metro Area Details
Rebecca Baird, CPA, CIA, CFSA's State Street Experience July 2013 - November 2014
Job Audit Manager at Capital One
Industry Accounting
Experience
Capital One  November 2014 - Present
Rebecca Baird CPA (Sole Proprietor)   December 2014 - Present
State Street   July 2013 - November 2014
State Street   February 2012 - July 2013
State Street   December 2010 - February 2012
First Marblehead  May 2010 - December 2010
PricewaterhouseCoopers  August 2008 - May 2010

Skills
Internal Audit, Auditing, Accounting, Financial Audits, CPA, Asset Management, Internal Controls, Financial Services, US GAAP, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, GAAP, Tax

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2008 — 2009
MS, Accountancy

Bentley University   2004 — 2008
BS, Corporate Finance & Accounting

Amy Zeng Amy Zeng Columbus, Georgia Area Details
Amy Zeng's State Street Experience May 2008 - August 2009
Job Sr Analyst at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  July 2014 - Present
TD Ameritrade Institutional  June 2012 - July 2014
TD Ameritrade  June 2011 - June 2012
John Hancock Financial Services  June 2010 - August 2010
State Street   May 2008 - August 2009
Margolis & Bloom  January 2006 - January 2008

Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments

Education
Boston University Questrom School of Business   2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law

Bentley University   2008 — 2009
Finance

Boston Latin School   2004 — 2007
College Preparatory

Bill Cratty CFP®,CPA Bill Cratty CFP®,CPA Greater Boston Area Details
Bill Cratty CFP®,CPA's State Street Experience June 1990 - November 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
AXA Advisors  December 2010 - June 2014
Park Avenue Securities  April 2006 - December 2010
MetLife  November 1999 - April 2006
State Street   June 1990 - November 1999
Mullen & Company, CPA's   1988 - 1990
East Weymouth Savings   1985 - 1985

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1994
Masters, Finance

Bentley University   1983 — 1987
BS, Accountancy

Weymouth South   1980 — 1983

Yvonne Böhme (Boehme) Yvonne Böhme (Boehme) Greater Boston Area Details
Yvonne Böhme (Boehme)'s State Street Experience 2008 - 2012
Job Senior Analyst, Corporate Solutions at Jones Lang LaSalle
Industry Real Estate
Experience
State Street   2008 - 2012
Blue Skies Studio   2007 - 2007

Skills
Global Strategy, International Business, International..., International Project..., Real Estate, International Trade, International Relations, Multicultural, Cross-cultural, Cross-functional Team..., Strategy Development, Business Relationship..., Strategic Thinking, Risk Management, Business Analysis, Real Estate Finance, Corporate Finance, Collaborative Leadership, Asset Management, M&A experience, Portfolio Management, German, Fluent English, Bilingual, Situational Leadership, Bloomberg, Management Consulting, Permanent Placement, Strategy, Management, Financial Analysis, Mergers & Acquisitions, Financial Services, Strategic Planning, Analysis, Finance, English, Real Estate Economics

Education
Bentley University   2009 — 2011
MBA, Finance and Global Business & Markets

Bentley University   2006 — 2008
Masters, Real Estate Management

Bentley University   2004 — 2006
Bachelor of Science, Finance

Sean Andrews Sean Andrews Lewiston/Auburn, Maine Area Details
Sean Andrews's State Street Experience May 2004 - November 2004
Job Finance Manager | Bedard Healthcare
Industry Hospital & Health Care
Experience
Bedard Pharmacy & Medical Supplies   January 2008 - Present
Teradyne  November 2004 - December 2007
State Street   May 2004 - November 2004

Skills
Microsoft Excel, Microsoft Word, Windows, Outlook, Budgets, QS1, Medicare, Medicaid, Cash Flow, Microsoft Office, Customer Service, Accounts Receivable, Budget Process, Finance, Account Reconciliation, Strategic Planning, Variance Analysis, General Ledger, Cost Accounting, Accounting, Financial Statements

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2008
Master of Business Administration (MBA), Finance, General

Bentley University   2000 — 2004
Bachelor of Science (B.S.), Corporate Finance and Accounting

Heidi (Verrill) Pickett Heidi (Verrill) Pickett Greater Boston Area Details
Heidi (Verrill) Pickett's State Street Experience January 2002 - December 2003
Job Global executive with expertise in business strategy, corporate development, marketing and operations.
Industry Financial Services
Experience
MIT Sloan School of Management  November 2011 - Present
National Council on US-Arab Relations  March 2011 - March 2011
State Street Global Markets  January 2007 - December 2008
State Street Global Markets  January 2004 - December 2006
State Street   January 2002 - December 2003
State Street   January 1998 - December 2001

Skills
Financial Management, Executive Management, Acquisition Integration, Managerial Finance, Management, Global Business..., Financial Reporting, Due Diligence, Leadership, Budgets, Business Strategy, Forecasting, Strategy, Finance, Investments, Strategic Planning, Financial Services, Financial Modeling, Building Relationships, Relationship Management, Corporate Finance, Financial Analysis, CRM, Valuation

Education
Chartered Institute of Management Accountants   2015 — 2016
Diploma, Islamic Finance

University of Pennsylvania - The Wharton School   2006 — 2006
Executive Development Program

Bentley University   1994 — 1998
Master of Science (MS), Accountancy

Bryant University   1987 — 1991
Bachelor's degree, Finance

Jamie Kelley Jamie Kelley Greater Boston Area Details
Jamie Kelley's State Street Experience March 2015 - Present
Job Talent Acquisition Consultant at State Street Bank
Industry Staffing and Recruiting
Experience
State Street   March 2015 - Present
Veritude  May 2010 - February 2015
Pegasystems  August 2009 - May 2010
Veritude  August 2005 - December 2008
Winter, Wyman & Company   February 2005 - August 2005
ARAMARK  May 2004 - February 2005
Sony Electronics  1993 - 2003

Skills
Talent Acquisition, Recruiting, Onboarding, Contract Recruitment, Talent Management, Temporary Placement, Employee Relations, Human Resources, Screening Resumes, Screening, Temporary Staffing, Resume Writing, Employer Branding, Performance Management, Interviews, Taleo, Management

Education
Villanova University   2010 — 2011
Master Certificate

Bentley University   1988 — 1992
BS

Adriana Yu, MBA Adriana Yu, MBA Greater Boston Area Details
Adriana Yu, MBA's State Street Experience May 2005 - August 2005
Job Manager at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  June 2015 - Present
Blue Cross Blue Shield of Massachusetts  November 2010 - June 2015
Deloitte  September 2008 - October 2010
Boston Properties  May 2008 - August 2008
Boston Properties  May 2007 - September 2007
Fidelity Investments  June 2006 - September 2006
State Street   May 2005 - August 2005
State Street   May 2004 - September 2004

Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, US GAAP

Education
Suffolk University - Sawyer Business School   2008 — 2012
MBA

Bentley University   2004 — 2008
Corporate Finance & Accounting

Boston Latin School   1998 — 2004

Gordon Phillips Gordon Phillips Greater Boston Area Details
Gordon Phillips's State Street Experience January 2015 - Present
Job Assistant Vice President, PMP at State Street Global Exchange
Industry Financial Services
Experience
State Street   January 2015 - Present
NTT DATA, Inc.   April 2011 - May 2014
The Bank of New York Mellon  October 2004 - December 2009
Investors Bank & Trust Company  June 1996 - October 2004

Skills
PMO, Program Management, SDLC, Business Analysis, Management, Financial Services, Integration, Software Development, Governance, Leadership, Project Portfolio..., Software Project..., Information Technology, Vendor Management, Risk Management, Budgets, Team Management, IT Strategy, Process Improvement, Business Process..., PMP, Cross-functional Team..., Six Sigma, Requirements Gathering, Networking, Team Building, Project Management, Negotiation, Presentations, Business Process, Change Management, Project Delivery, Outsourcing

Education
Bentley University

Ralph Whitehouse II Ralph Whitehouse II Greater Boston Area Details
Ralph Whitehouse II's State Street Experience August 2004 - March 2007
Job Director, Enterprise Production Support (Tier 1) at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation  November 2011 - Present
CVS Caremark Corporation  November 2010 - November 2013
CVS Caremark Corporation  May 2010 - December 2010
Fidelity Investments  January 2008 - September 2009
Fidelity Investments  March 2007 - January 2008
State Street   August 2004 - March 2007
State Street   June 2003 - August 2004
State Street   February 2001 - June 2003
State Street   October 1999 - February 2001

Skills
SDLC, Disaster Recovery, SOA, Vendor Management, Visio, Process Improvement, Production Support, SQL, ITIL, SharePoint, Enterprise Architecture, Software Documentation, Business Analysis, Unix, Databases, Oracle, Software Project..., IT Service Management, Information Technology, IT Operations, IT Strategy, Team Leadership, Enterprise Software, Troubleshooting, Integration, Requirements Analysis, Program Management, Management

Education
Bentley University
BS, Computer Information Systems

Bentley University
Bachelor of Science (B.S.), Computer Information Systems

Christine Hogan Christine Hogan Greater Boston Area Details
Christine Hogan's State Street Experience November 2009 - November 2010
Job Compliance Director at Bain Capital
Industry Financial Services
Experience
Bain Capital  July 2015 - Present
Bain Capital  July 2013 - July 2015
Bain Capital  November 2010 - July 2013
State Street   November 2009 - November 2010
State Street   October 2006 - October 2009
State Street   June 2005 - October 2006

Skills
Compliance, Global Regulatory..., Private Equity, Hedge Funds, Securities Regulation, Internal Controls, Auditing, Risk Management, Financial Services, Financial Risk, Securities, Corporate Finance, Investments, Due Diligence, Financial Analysis, Microsoft Word, Asset Management, Mutual Funds, Alternative Investments, Internal Audit, Finance, Risk Assessment, Management

Education
Bentley University   2001 — 2005
BS, Corporate Finance and Accounting

RMIT University   2004 — 2004
N/A, Accounting and Finance

South Hadley High School   1996 — 2001

Carmen Posteraro Carmen Posteraro Greater Boston Area Details
Carmen Posteraro's State Street Experience September 2007 - February 2008
Job Senior Associate at Tiger Group, LLC
Industry Banking
Experience
Tiger Group, LLC  March 2015 - Present
Santander Bank, N.A.   May 2014 - March 2015
People's United Bank  November 2013 - May 2014
Salus Capital Partners  January 2013 - September 2013
Salus Capital Partners  June 2012 - December 2012
BDC Capital  February 2010 - June 2012
Wells Fargo Capital Finance  March 2008 - February 2010
State Street   September 2007 - February 2008

Skills
Loans, Portfolio Management, Financial Analysis, Credit Analysis, Asset Based Lending, Commercial Lending, Finance, Credit, Underwriting, Risk Management, Financial Reporting, Auditing, Management, Credit Risk, Banking

Education
Merrimack College   2005 — 2007
BS, Finance, Cum Laude Graduate

Bentley University   2003 — 2005
BS, Finance

Arjun Agarwala Arjun Agarwala Greater Boston Area Details
Arjun Agarwala's State Street Experience March 2014 - June 2014
Job Financial Analyst at Nanigans Inc.
Industry Internet
Experience
Nanigans  January 2015 - Present
Cabot Corporation  October 2014 - December 2014
KPMG  June 2014 - August 2014
State Street   March 2014 - June 2014
TJX  May 2013 - August 2013
Cambridge Innovation Center  December 2012 - May 2013
HitCrowd   May 2012 - May 2013
Verge Advisors   June 2011 - December 2012
SwoopTEXT   February 2012 - May 2012
Center for Business Ethics   September 2011 - May 2012

Skills
Leadership, Entrepreneurship, Strategy, Start-ups, Social Media, Research, Microsoft Office, Analysis, PowerPoint, Finance, Non-profits, Business Development, Outlook, Social Networking, Business Strategy, Data Analysis, Technology Start-up, Resume Writing, Access, Microsoft Word, Accounting, Excel, Word, Final Cut Pro, Quickbooks, Dreamweaver, Expression Web, Social Entrepreneurship, Fundraising, Financial Analysis, Venture Capital, Economics, Strategic Planning, Financial Modeling, Social Media Marketing, Banking, Management, Marketing Strategy, Corporate Finance, Valuation, Analytics, Market Research, Spanish, Team Management, Basic HTML, MS Visio, MS Project, Oracle E-Business Suite, Quickr, Bloomberg Terminal

Education
Bentley University   2011 — 2015
Bachelor of Science (BS), Finance, General, 3.45

Cambridge Rindge & Latin School   2008 — 2011
High School Diploma, NA, 94.5/100

Lisa M. Stewart Lisa M. Stewart Greater Boston Area Details
Lisa M. Stewart's State Street Experience February 2015 - Present
Job Vice President, Trading & Clearing at State Street
Industry Financial Services
Experience
State Street   February 2015 - Present
State Street   March 2010 - Present

Skills
Asset Management, FX trading, Trading, Trading Systems, Electronic Trading, Currency, Foreign Exchange, Relationship Management, Business Development, Financial Services, Investment Management, Options, Series 7, Bloomberg Terminal, Bonds

Education
Bentley University   2001 — 2006
B.S.

Theresa Curtis Theresa Curtis Greater Boston Area Details
Theresa Curtis's State Street Experience February 2005 - June 2014
Job Senior Consultant at PRO Unlimited
Industry Financial Services
Experience
Natixis Global Asset Management  November 2014 - April 2015
State Street   February 2005 - June 2014
SunGard  September 2000 - August 2003
FleetBoston  January 1999 - August 2000
State Street   January 1998 - December 1998
Citizens Bank  March 1997 - December 1997
BankBoston  November 1986 - March 1997

Skills
Risk Management, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, Accounting, Operations Management, Financial Modeling, Finance, Treasury, Capital Markets, Fixed Income, Financial Reporting, Account Reconciliation, Financial Services, Banking, SQL, Bloomberg, Internal Controls, Securities, Business Process..., Internal Audit, Valuation, Foreign Exchange, Options, Process Improvement, Reuters, Project Management, Analysis, Management

Education
Bentley University   2005 — 2008
Bachelor of Science, Finance

New England College of Business and Finance   1995 — 2000
Associate of Science, Accounting and Finance

Alexandra Scaringe, CISA Alexandra Scaringe, CISA Greater Boston Area Details
Alexandra Scaringe, CISA's State Street Experience June 2010 - Present
Job Assistant Vice President, Audit Manager at State Street
Industry Accounting
Experience
State Street   June 2010 - Present
State Street   June 2010 - Present
DiCicco, Gulman & Company   June 2009 - August 2009
Howard Stein-Hudson  May 2008 - August 2008

Skills
Auditing, Internal Audit, Internal Controls, Risk Assessment, Information Technology, Microsoft Access, SQL, Microsoft Excel, Databases, Data Mining, Access, Enterprise Risk..., Business Continuity, IT Audit

Education
Bentley University   2006 — 2010
BS, Information Systems Audit Control, Information Technology

Steven Bouchard Steven Bouchard Hooksett, New Hampshire Details
Steven Bouchard's State Street Experience 2001 - 2014
Job Accounting and Finance Professional
Industry Financial Services
Experience
Maloney & Kennedy, PLLC, Certified Public Accountants   2014 - Present
State Street   2001 - 2014
State Street   1997 - 2001

Skills
Fixed Income, Financial Services, Equities, Accounting, Fund Accounting, Securities, Client Services, Investments, Client Service Oriented, Financial Reporting, Back Office, Global Custody, Middle Office, Bank Reconciliation, Process Improvement, Month End Close, Risk Management, Asset Management

Education
Bentley University   1983 — 1987
Bachelor of Science (B.S.), Finance

Bentley University   1983 — 1987
Associate of Science (A.S.), Accounting

Anne Roggeveen Anne Roggeveen Greater Boston Area Details
Anne Roggeveen's State Street Experience 1995 - 1997
Job Professor of Marketing at Babson College
Industry Marketing and Advertising
Experience
Babson College  January 2015 - Present
Babson College  January 2009 - December 2014
Babson College  January 2002 - December 2008
State Street   1995 - 1997

Skills
Marketing Research, Marketing, SPSS, Marketing Strategy, Consumer Behaviour, Qualitative Research, Market Research, Social Media, Data Analysis, Analytics, Competitive Analysis, Higher Education, Statistics, Strategic Planning, Social Media Marketing, Strategy, Quantitative Research, Entrepreneurship, Segmentation, Market Analysis, Marketing Communications, Customer Insight, Teaching

Education
Columbia University - Columbia Business School   1997 — 2001
PhD, Marketing

Columbia University - Columbia Business School   1997 — 1999
MPhil, Marketing

Bentley University
MBA, Marketing

Tufts University
BS, Mathematics

Tim Jacques Tim Jacques Greater Boston Area Details
Tim Jacques's State Street Experience May 2008 - November 2014
Job Consultant at Edgewater Ranzal
Industry Financial Services
Experience
Edgewater Ranzal  November 2014 - Present
State Street   May 2008 - November 2014
First Marblehead  September 2007 - May 2008
State Street Global Advisors  October 2003 - August 2007
State Street   July 2000 - October 2003
State Street   May 1997 - July 2000
Mellon Bank  June 1991 - May 1997

Skills
Business Analysis, Financial Analysis, Oracle Financials, Business Process..., Financial Systems, Analysis, Oracle E-Business Suite, Accounting, Finance, Forecasting, Business Process, Management, Financial Modeling, Process Improvement, Financial Services, Business Process..., Financial Reporting, Risk Management, Integration, Consulting, Hyperion HFM, Hyperion

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1994 — 1998
MBA, Information Systems

Merrimack College   1986 — 1991
BS, Business Admin - Finance

Nancy Patelis Levinson Nancy Patelis Levinson Canton, Massachusetts Details
Nancy Patelis Levinson's State Street Experience 2007 - 2014
Job Management professional skilled in operations/workflow analysis, documentation, controls and project management
Industry Financial Services
Experience
State Street   2007 - 2014
State Street   1998 - 2007
State Street   1996 - 1998
State Street   April 1994 - January 1996
Blue Cross and Blue Shield of Massachusetts  December 1983 - December 1993

Skills
Business Process..., Team Management, Procedure Development, Risk Management, Acquisition Integration, Standards Compliance, Staff Development, Project Management, Requirements Analysis, Change Management, SDLC, Leadership, Process Improvement, Management, Financial Analysis, Financial Services, Microsoft Office, Visio, Microsoft Project, QuickBooks

Education
Bentley College
Bachelor of Science (BS), Economics

Kenneth Campana, MBA Kenneth Campana, MBA Boston, Massachusetts Details
Kenneth Campana, MBA's State Street Experience May 2012 - October 2013
Job Vice President (ACPM Portfolio Manager GBM) at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   December 2014 - Present
Santander Bank, N.A.   October 2013 - December 2014
State Street   May 2012 - October 2013
Fidelity Investments  August 2011 - May 2012
Fidelity Investments  July 2010 - August 2011
Fidelity Investments  November 2007 - July 2010

Skills
Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Valuation, Financial Reporting, Strategic Financial..., Advanced Proficiency in..., SAP Business Objects &..., Hyperion, Project Management..., Reuters, IBM Cognos, Oracle Discoverer, People Soft 7.01 & 7.5, Fidelity Investments..., Brokerage System, Longview Khalix, Spotfire, Well-articulated,..., Quantitative Aptitude, Cognos, Financial Risk, Financial Services, Capital Markets, Hyperion Enterprise, Project Management, Budgets

Education
Northeastern University   2010 — 2012
MBA, Finance and International Management

Bentley University   1998 — 2002
BS, Business Management/IT

Mike Polito Mike Polito Greater Boston Area Details
Mike Polito's State Street Experience June 2006 - February 2007
Job Dedicated Financial Services Professional helping to protect families in the Boston area for the better part of a decade
Industry Financial Services
Experience
Polito Financial & Insurance   October 2007 - Present
New York Life Insurance Company  October 2007 - Present
NYLIFE Securities LLC  October 2007 - Present
Sun Life Financial  August 2006 - October 2007
JPMorgan Chase  February 2007 - August 2007
State Street   June 2006 - February 2007

Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management

Education
Bentley University   2002 — 2005
Corporate Finance & Accounting, Financial Planning

Dedham High School   1997 — 2001

Ralph Richardson Ralph Richardson Greater Boston Area Details
Ralph Richardson's State Street Experience 2007 - 2007
Job Account Manager at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial  November 2007 - Present
State Street   2007 - 2007
Eagle Investment Systems LLC  February 2006 - December 2006
SunGard Brokerage and Clearance   January 2000 - April 2005

Skills
Equities, Business Analysis, Mutual Funds, Account Management, Fixed Income, Financial Services, Salesforce.com, Product Management, Asset Management, Solution Selling, Securities, CRM, Vendor Management, Management

Education
Bentley University   1989 — 1993
B.S., Finance

Jennifer Kauffman Jennifer Kauffman Greater Boston Area Details
Jennifer Kauffman's State Street Experience February 2007 - July 2007
Job CEO at The Results Group
Industry Professional Training & Coaching
Experience
Fortune Builders  May 2015 - Present
The Results Group of Boston   June 2010 - Present
The John Maxwell Company  August 2011 - Present
Action Business Coaching & Development, Inc   2007 - 2010
State Street   February 2007 - July 2007
Hobbs Madison  2005 - 2007
DST Output  2002 - 2005
Scudder-Kemper Investments  1992 - 2001

Skills
Vision / Strategy, Leadership Development, Client Relationship..., Leadership, Strategy, Business Coaching, Business Process..., New Business Development, Vision, Marketing, Business Development, CRM, Change Management, Executive Coaching, Process Improvement, Management Consulting, Business Analysis, Management, Training, Team Building, Business Planning, Coaching, Strategic Planning, Recruiting, Organizational..., Small Business, Analysis, Workshop Facilitation, Personal Development, Risk Management, Sales, Program Management, Business Strategy, Staff Development, Budgets, Start-ups, Entrepreneurship, Executive Management, Public Speaking, Project Planning, Executive Development, Time Management, Forecasting, Emotional Intelligence, Six Sigma, Management Development, Motivational Speaking, Organizational..., Culture Change, Performance Management

Education
Boston University   1995 — 2005
Masters of Science, Innovation & Technology in Business

Bentley University   1996 — 1998
Pension & Employee Benefits Certification, Business

University of Massachusetts Boston   1991 — 1995
Bachelors, Economics & Accounting

Fortune Builders

Brian Mazzoli Brian Mazzoli Greater Boston Area Details
Brian Mazzoli's State Street Experience 2002 - 2003
Job Director of Customer Operations
Industry Online Media
Experience
Valore Inc.  2012 - Present
Boston College  2000 - Present
Beacon Communities LLC  2011 - 2012
ConnectEdu  November 2010 - March 2011
KeyBank  August 2005 - May 2010
American Student Assistance  February 2003 - August 2005
State Street   2002 - 2003
John Hancock  1998 - 2001
TRW / CDNE   January 1992 - June 1996

Skills
Communicator, Salesforce.com, Process Improvement, Customer Service, Project Management, Team Building, Vendor Management, Change Management, Relationship Management, Business Analysis, Visio, Team Leadership, Operations Management, PowerPoint, Microsoft Office, Management, Leadership, Customer Satisfaction

Education
Bentley University

Boston College

Boston College

Boston College

Massasoit Community College

David Durso David Durso Greater Boston Area Details
David Durso's State Street Experience 1995 - 2008
Job Consultant
Industry Professional Training & Coaching
Experience
CVS Health  February 2014 - Present
Pro Handyman   August 2012 - November 2013
Green Enterprise Training Institute   May 2011 - October 2012
Fresenius Medical Care  2011 - 2011
Toastmasters  2007 - 2010
State Street   1995 - 2008
State Street   1993 - 1995
State Street   1991 - 1993
State Street   1989 - 1991

Skills
Excel, Word, Access, PowerPoint, Outlook, Visio, SQL, SQL Server 2008, Business Intelligence, Accounting, Client Services, Visual Studio, Fund Accounting, Financial Accounting, Account Reconciliation, Client Representation, Financial Markets, Financial Reporting, Financial Analysis, Medical Terminology, Healthcare

Education
New Horizons Computer Learning Center   2010 — 2011
Microsoft Certified Technology Specialist

Massachusetts Bay Community College   2009 — 2010

Bentley University
BS, Business Administration

Lynn Vest Lynn Vest Greater Boston Area Details
Lynn Vest's State Street Experience February 2011 - June 2013
Job Business Analysis Consultant II at BNY Mellon
Industry Computer Software
Experience
BNY Mellon  July 2013 - Present
State Street   February 2011 - June 2013
Brown Brothers Harriman  January 2011 - February 2011
Centage Corporation  February 2010 - June 2010
Bank of New York Mellon  November 2008 - December 2008
Lexington Insurance (division of AIG)   October 2006 - October 2008
Fidelity Family Office Services  March 2006 - September 2006
Federal Home Loan Bank of Boston  1999 - 2005
Sapient Corporation  1998 - 1999

Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration

Education
Bentley University
2003- 2007, courses in Financial Planning

Boston University Questrom School of Business
MBA, Conc in Finance

Smith College
BA, Government

Stanley Fevrier Stanley Fevrier Greater Boston Area Details
Stanley Fevrier's State Street Experience January 2000 - February 2009
Job Sales and Service Specialist at Bank of America
Industry Financial Services
Experience
Bank of America  March 2014 - Present
Fevrier Insurance   September 2011 - February 2014
The Herb Chambers Companies  June 2013 - November 2013
New York Life Insurance Company  April 2009 - December 2010
State Street   January 2000 - February 2009
Putnam Investments  1998 - 2000

Skills
Talent Acquisition, Recruiting, Life Insurance, Sales, Cold Calling Experience, Screening Resumes, Call Center, Customer Service, Mentoring, Series 6, Series 63, Retirement, Call Centers, Human Resources, Analysis, Retirement Planning, Business Planning, Insurance, Securities, Employee Benefits, Training, Marketing, Small Business, Mortgage Lending, Negotiation, Financial Services, Finance, Loans, Fixed Annuities, Investments

Education
Bentley University   2007 — 2009
Bachelor of Science (BS), Management minor eco-finance

Bentley University   2004 — 2009
BS, Management Minor: Economics and Finance

Bunker Hill Community College   1999 — 2000

Jason Chagnon Jason Chagnon Keene, New Hampshire Details
Jason Chagnon's State Street Experience 2000 - 2002
Job ​Web Development | Digital Marketing | Sharer of good news
Industry Information Technology and Services
Experience
JMChagnon   October 2014 - Present
Hannah Grimes Center   October 2009 - January 2015
Masiello Employment Services, Inc.   July 2010 - October 2014
Greater Keene Chamber of Commerce  September 2009 - July 2014
Masiello Employment Services, Inc.   February 2009 - July 2010
Masiello Employment Services, Inc.   January 2007 - February 2009
Computer Sciences Corporation  2004 - 2007
DigitasLBi_US  2002 - 2003
State Street   2000 - 2002
HJ Heinz  July 2000 - December 2000

Skills
Operations Management, Recruitment/Retention, Business Strategy, Sales Management, Direct Sales, Financial Accounting, Website Development, Online Marketing, Recruitment Advertising, Contract Recruitment, Workers Compensation, Employment Law, Temporary Staffing, Payrolling, Hiring, Recruiting, Human Resources, Marketing, Leadership, Temporary Placement, Sales, Payroll, Budgets, Entrepreneurship, Networking, Time Management, Program Management, Strategy, Project Planning, Sourcing, Team Leadership, Crunching Numbers, Strategic Planning, Training, Outsourcing, Staffing Services, Organizational..., Technical Recruiting, Internet Recruiting, Interviews, Employee Relations, College Recruiting, Resume Writing, Background Checks, Finance, Applicant Tracking...

Education
Bentley University   1997 — 2000
B.S., Economics & Finance

Adam Milton Adam Milton Riverside, Connecticut Details
Adam Milton's State Street Experience June 2015 - Present
Job Functional Specialist, Associate 2
Industry Financial Services
Experience
State Street   June 2015 - Present
Northlight Financial LLC   June 2014 - July 2014
Fortress Investment Group  June 2013 - August 2013
Springline Capital LLC   May 2011 - June 2011

Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, SPSS, Google Analytics, Microsoft Office, Microsoft Word, Social Media, Skype, Adobe Acrobat, Google Docs, Google Adwords, Access, Teamwork, Google Maps, Analysis

Education
Bentley University   2011 — 2015
Economics and Finance, Minor: European History – Regional Concentration

Sylvia Mon Sylvia Mon Greater Boston Area Details
Sylvia Mon's State Street Experience January 2000 - July 2003
Job Product Development Analyst
Industry Financial Services
Experience
Eagle Investment Systems  December 2014 - Present
Brown Brothers Harriman  December 2004 - November 2014
State Street   January 2000 - July 2003

Skills
Accounting, Auditing, Bloomberg, Business Analysis, Derivatives, Equities, Financial Statements, Fixed Income, Fund Accounting, General Ledger, Microsoft Office, PL/SQL, Research, Securities

Education
Bentley University   1995 — 1999
Bachelor of Science (B.S.), Mathematics

Thomas A. Pagorek Thomas A. Pagorek Greater Boston Area Details
Thomas A. Pagorek's State Street Experience June 2007 - December 2010
Job Custody / Portfolio / Fund Accounting Research Analysis Financial Services
Industry Financial Services
Experience
Sunset Grill & Tap   April 2014 - Present
State Street   June 2007 - December 2010
Bentley College Investment Group   August 2004 - August 2007
Dimensional Fund Advisors  June 2006 - August 2006

Skills
Bloomberg, FactSet, Morningstar, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Portfolio Management, Fixed Income, Mutual Funds, Investments, Equities

Education
Bentley College   2004 — 2007
B.S., Finance

Amanda Scully Amanda Scully Greater Boston Area Details
Amanda Scully's State Street Experience April 2014 - Present
Job Client Services | State Street Global Services | Wealth Manager Services at State Street
Industry Research
Experience
State Street   April 2014 - Present
Xtreme Field Hockey   November 2011 - Present
Gartner  July 2010 - April 2014
Bridgewater State University  August 2011 - November 2011
Gartner  December 2009 - July 2010
AMR Research  December 2008 - December 2009
United Shipping Solutions  July 2007 - December 2008

Skills
Salesforce.com, Sales, Strategic Planning, Market Research, Public Speaking, Customer Service, Research, Coaching, Account Management, Microsoft Office, Microsoft Excel, Marketing Strategy, Marketing, Social Media, Project Management

Education
Bentley University   2003 — 2007
Bachelor's Degree, Marketing

Bryan George Bryan George Greater Boston Area Details
Bryan George's State Street Experience September 2007 - April 2010
Job Salesforce Consultant at GearsCRM
Industry Information Technology and Services
Experience
GearsCRM  December 2013 - Present
High Street Partners  July 2010 - November 2013
State Street   September 2007 - April 2010
State Street   January 2006 - September 2007
MFS Investment Management  January 2005 - December 2005

Skills
Salesforce.com, Process Improvement, Sales Operations, Price Setting, Cost Analysis, International Business, BigMachines, Database Design, Database Administration, Business Analysis, CRM, Management, Cost Benefit, Leadership, Competitive Analysis, SaaS, Financial Services, Forecasting, Business Development, Analytics, Business Process..., Start-ups, Sales, Investments, Strategy, Enterprise Software, Product Management, Financial Analysis

Education
Bentley University   1999 — 2003
Bachelor of Science (BS)

Saint Johns High School

Rosa Napoletano, PMP Rosa Napoletano, PMP Worcester, Massachusetts Details
Rosa Napoletano, PMP's State Street Experience July 2005 - December 2008
Job Business Systems Analyst at Fallon Community Health Plan
Industry Information Technology and Services
Experience
Fallon Community Health Plan  November 2012 - Present
Boston College  August 2010 - November 2012
Walmart  May 2010 - August 2010
State Street   July 2005 - December 2008
State Street   October 2000 - June 2005
State Street   May 1992 - February 1996
GTE  July 1991 - April 1992
CSC  April 1986 - May 1991
NEC  1984 - April 1986
Naval Postgraduate School  1982 - 1984

Skills
PMP, Agile, Risk Management, SDLC, Lean Initiatives, MS Project, MS Office Suite, Mainframe, COBOL, PL/1, DB2, CICS, Project Management, Resource Allocation, User Requirements, Functional..., IBM Mainframe, TSO, MVS, JCL, VSAM, HTML, SharePoint

Education
Quality & Productivity Solutions, Inc.
PMP, Lean Six Sigma, Agile, Risk Management

Bentley University
Bachelor of Science, Computer Information Systems

North High School

Benjamin J. Berenson Benjamin J. Berenson Las Vegas, Nevada Details
Benjamin J. Berenson's State Street Experience September 2004 - December 2004
Job Management Associate Program at MGM Resorts International Marketing Technologies
Industry Hospitality
Experience
MGM Resorts International  July 2015 - Present
Cloud Interest & PLEX   February 2009 - July 2015
Morgan Stanley  October 2007 - November 2009
Fidelity Investments, FMR Co. Fixed Income   May 2005 - October 2007
Bentley University  September 2001 - May 2005
State Street   September 2004 - December 2004
Morgan Stanley  May 2003 - November 2003

Skills
Cloud Computing, Unix, Server Administration, Information Technology, Information Security, DNS Server, TCP/IP, Unix Shell Scripting, Ubuntu, Debian, Red Hat Linux, Network Virtualization, VMware, Xen, VirtualBox, VPN, SSH, Java, Overclocking, Cloud Security, Private Cloud, Linux Server, Apache, Servers, DNS, Data Center, Networking, Security, Leadership, Linux, System Deployment

Education
Southern New Hampshire University   2013 — 2015
Master's Degree

Bentley University   2001 — 2005
Bachelor’s Degree

The University of Hong Kong   2004 — 2004
Study Abroad program

Ray R. Owens Ray R. Owens Greater Los Angeles Area Details
Ray R. Owens's State Street Experience November 2007 - February 2008
Job Channel & Business Development Manager at RPost
Industry Information Technology and Services
Experience
RPost  June 2013 - Present
ABeam Consulting  August 2011 - December 2012
AlliedBarton Security Services  May 2010 - December 2010
American Guard Services  November 2008 - May 2010
Hanesbrands Inc.  March 2008 - June 2008
State Street   November 2007 - February 2008
Aspen Technology  April 2006 - November 2007

Skills
ERP/CRM, Social Media Marketing, Consultative Selling, Business Process, ERP, Operations, IT Outsourcing, B2B Marketing, Inside Sales, Telephone Skills, Oracle, Salesforce.com, Sage CRM, Account Management, Customer Relations, Social Media, New Business Development, Business Management, Direct Sales, Contract Management, Contract Negotiations, Software Sales, MS Office Suite, Enterprise Software, InsideView, Management, Training, Contract Negotiation, Customer Service, Project Management, Sales Operations, CRM, Business Development, Process Improvement, Sales, Sales Process, Microsoft Office, Team Management, Selling, Software Industry, Consulting, Marketing, Business Strategy, SaaS, Marketing Strategy, Business Process..., Solution Selling, Sales Management, Management Consulting, Business Alliances

Education
Bentley University   1996 — 2000
BS, Marketing

Church Farm School   1992 — 1996
High School, General Education

Rocio D. Martinez, CDR Rocio D. Martinez, CDR Greater Boston Area Details
Rocio D. Martinez, CDR's State Street Experience May 2014 - April 2015
Job Diversity Sourcing Consultant at State Street
Industry Human Resources
Experience
State Street   May 2014 - April 2015
PharmaLogics Recruiting  June 2013 - May 2014
The Alliance for Global Education  September 2012 - May 2013
Planned Parenthood League of Massachusetts  September 2012 - November 2012
SALT Membership Program - American Student Assistance   September 2012 - November 2012
Hirsch Roberts Weinstein LLP  May 2011 - August 2011
Bentley University Conference Center   January 2011 - May 2011
Rose, Chinitz & Rose   June 2010 - August 2010
RDMB Division of Dynamic Marketing & Promotions   April 2008 - August 2008
Boston College  June 2007 - August 2007

Skills
PowerPoint, Microsoft Office, Outlook, Research, Public Speaking, Spanish, Leadership, Social Media, Public Relations, Microsoft Excel, Economics, Marketing Strategy, Microsoft Dynamics, Social Media Marketing, Technical Recruiting, Global Talent..., Executive Search, Cold Calling Experience, Sourcing, Recruiting, Social Networking, Market Research, Human Resources, Budgets, Interviews, Access, Management, Talent Acquisition, Applicant Tracking..., Relationship Management

Education
Bentley University   2009 — 2013
Bachelor's degree, Global Studies and General Business with Minor in Information Design & Corporate Communication

Università Cattolica del Sacro Cuore   2012 — 2012
Italian Language and Culture, Film-making Studies, European Union and The European Economic Crisis

Fudan University   2011 — 2011
Contemporary Chinese Society, Language, and Economy

University of Massachusetts Boston   2008 — 2009
Commonwealth Dual Enrollment Program (CDEP), Latin American and Caribbean Studies

Alexander Yuan Alexander Yuan West Roxbury, Massachusetts Details
Alexander Yuan's State Street Experience July 2013 - August 2013
Job Aspiring Information Systems Audit and Control Student at Bentley University
Industry
Experience
Speedy Accounting, Inc.   January 2015 - Present
MIT Research Laboratory of Electronics  June 2014 - August 2014
State Street   July 2013 - August 2013
State Street   July 2012 - August 2012
South Cove Manor  July 2011 - August 2011

Education
Bentley University   2013 — 2016
Candidate for Bachelor of Science (B.S.), Information Systems Audit and Control, GPA: 3.63/4.00

Boston Latin School   2009 — 2013
High School Diploma

Sevgi Eason Sevgi Eason Greater New York City Area Details
Sevgi Eason's State Street Experience March 2003 - December 2004
Job Head of Traditional Asset Management SalesBack Office at SunGard
Industry Computer Software
Experience
SunGard  August 2014 - Present
SimCorp  May 2011 - August 2014
SimCorp  January 2010 - May 2011
Eagle Investment Systems (a Bank of New York Mellon Company)   March 2006 - January 2010
Eagle Investment Systems  December 2004 - March 2006
State Street   March 2003 - December 2004
State Street   January 1997 - 2002

Skills
Fixed Income, Program Management, Corporate Actions, Management, Back Office, Mutual Funds, Fund Accounting, Asset Managment, Equities, Derivatives, Financial Services, Securities, Investment Management, Financial Markets, Product Management, Sales Management, Relationship Management, Portfolio Management, Training, Business Analysis, Hedge Funds, Finance, Investments, Asset Management, FX Options, Trading, Investment Banking, Capital Markets, Risk Management, Electronic Trading, Bonds, Alternative Investments, Performance Measurement, Banking, Options, Market Data, Financial Risk, Selling, Software Implementation, Equity Trading, Structured Products, Equity Derivatives, Settlement, Asset Allocation, Valuation, Wealth Management, Order Management, Sales Process, Emerging Markets, Business Requirements

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2002 — 2007
MBA, MANAGEMENT

University of Massachusetts   1989 — 1993
MS, Accounting and MGT

University of Ulster at Magee, Derry, Northern Ireland   1991 — 1992
Accounting/Political Science

Watertown High School   1985 — 1989
Accounting

Angela Su Angela Su Brighton, Massachusetts Details
Angela Su's State Street Experience July 2012 - August 2013
Job Student at Bentley University
Industry
Experience
Harvard School of Engineering and Applied Sciences  June 2015 - Present
Massachusetts Department of Conservation and Recreation  June 2014 - January 2015
Grassroots Campaigns  May 2014 - June 2014
State Street   July 2012 - August 2013
Boston Financial Data Services  July 2011 - August 2011

Skills
Adobe Creative Suite, Microsoft Office, Creativity, Digital Photography, Recruiting, Editing, Nonprofits, Time Management, Leadership, Data Analysis, Event Planning

Education
Bentley University   2013 — 2017
Bachelor of Science (B.S.), Computer Information Systems

Boston Latin School   2009 — 2013

Ainsley Castro Ainsley Castro Miami, Florida Details
Ainsley Castro's State Street Experience August 2010 - June 2012
Job Senior Fund Accountant at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management  March 2014 - Present
Apex Fund Services  June 2012 - February 2014
State Street   August 2010 - June 2012
State Street Corporation  June 2009 - August 2009
Jewish Big Brothers Big Sisters   October 2007 - July 2009

Skills
Bloomberg, Mutual Funds, Microsoft Excel, Accounting, Fund Accounting, Investments

Education
Bentley University   2006 — 2010
Bachelor of Science, Finance

Kathy (Caruso) Caruso Lang Kathy (Caruso) Caruso Lang Boston, Massachusetts Details
Kathy (Caruso) Caruso Lang's State Street Experience February 2015 - Present
Job Consultant, Project Manager, PSM
Industry Information Technology and Services
Experience
State Street   February 2015 - Present
Consultant  October 2014 - February 2015
Alere Accountable Care Solutions  August 2013 - October 2014
Consultant  June 2011 - April 2013
Hemenway & Barnes  July 2009 - June 2011
Palladium Group, Inc  April 2007 - July 2009
Commonwealth Financial Network  August 2006 - April 2007
State Street   July 2003 - August 2006

Skills
Business Process, Project Management, Requirements Gathering, Business Intelligence, Change Management, CRM, MS Project, Systems Analysis, Product Management, Business Process..., User Acceptance Testing, Gap Analysis, Requirements Analysis, Software Project..., Agile Methodologies, Agile Project Management, Healthcare Information..., hl7, Scrum, Analysis, Financial Services, SDLC, Consulting, Process Improvement, Vendor Management, Business Analysis

Education
Bentley University
Bachelor of Science (B.S.), Finance & Information Technology

Angela Landon Angela Landon Greater New York City Area Details
Angela Landon's State Street Experience November 2003 - November 2005
Job at
Industry Financial Services
Experience
Yale University Careers  July 2015 - Present
GE Capital Real Estate  October 2014 - June 2015
GE Capital Real Estate  June 2011 - September 2014
GE Asset management  December 2005 - June 2011
State Street   November 2003 - November 2005

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Accounting, Valuation, Microsoft Excel, Investments, Forecasting, Finance, Banking, Financial Planning

Education
Bentley University   1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Economics/Finance

Anna Macko Anna Macko Boston, Massachusetts Details
Anna Macko's State Street Experience July 2015 - Present
Job Regulatory Controls Consultant at State Street
Industry Financial Services
Experience
State Street   July 2015 - Present
Smith, Sullivan & Brown, PC   June 2013 - March 2015
North Pointe Wealth Management   April 2011 - June 2013
Polish Naturalization Independent Club, Inc.   June 2007 - April 2011
Polish Naturalization Independent Club, Inc.   June 2006 - June 2007

Skills
Financial Analysis, Accounting, Finance, Analysis, Process Improvement, QuickBooks, Business Analysis, Budgets, Business Process..., Investments, Project Management, Operations Management, Vendor Management, Financial Services, Management, Team Management, Financial Accounting, Assurance, Financial Audits, Financial Statement..., Financial Statement..., Internal Controls, External Audit, General Ledger, OMB Circular A-133, UFR, US GAAP reporting, SOX 404, COSO Framework

Education
Clark University   2014 — 2016
Masters of Science in Accounting, Accounting, 3.84 GPA

Bentley University   1999 — 2003
Bachelor of Science in Corporate Finance and Accounting, Corporate Finance and Accounting

David Alson David Alson Greater Boston Area Details
David Alson's State Street Experience July 1999 - November 2000
Job VP, Program Manager/Project Manager at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank  November 2010 - February 2012
Citizens Bank  April 2010 - October 2010
Sun Life Financial  January 2006 - February 2010
Aegis Associates  May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.)   July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.)   January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.)   November 2000 - January 2002
State Street   July 1999 - November 2000
Fidelity Investments  June 1998 - July 1999

Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project

Education
Bentley University   2000 — 2001
Certificate, Computer Information Systems

Bentley University   1994 — 1998
Bachelor of Science, Finance

David Harrington David Harrington Greater Boston Area Details
David Harrington's State Street Experience June 2007 - October 2007
Job Staff Accountant at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media  January 2015 - Present
Evolution Basketball   June 2009 - Present
Nexage  March 2013 - January 2015
Galaxy Integrated Technologies, Inc.   June 2011 - January 2013
Upperdeck, LLC   June 2002 - December 2011
Galaxy Integrated Technologies, Inc.   March 2010 - May 2011
Insight Direct, Inc.   October 2007 - February 2010
State Street   June 2007 - October 2007
Stoneham Recreation Dept   June 2003 - June 2007

Skills
Operations Improvement, Strategic Communications, Accounts Receivable, Accounts Payable, Social Media, Customer Relations, Accounting, Vendor Relationships, Project Management, Billing, Reconciliation, Financial Reporting, Outlook, Excel, Financial Analysis, PowerPoint, Microsoft Office, Word, Forecasting, Process Improvement, Account Management, Budgeting, Customer Service, Microsoft Excel, Financial Modeling, Procedural Documentation, Analytics, Operation Optimization, Operation Efficiencies, Account Reconciliation, Operations Management, QuickBooks, Contract Negotiation, Income Statement, Microsoft Word, Project Planning, Revenue Recognition, Leadership, Invoicing, Budgets, CRM, Salesforce.com, Start-ups, Management, Finance, Auditing, Business Development, Statistical Data..., Strategic Planning, Access

Education
Bentley University   2003 — 2007
Bachelor of Science, Finance

Kristen Lasser Kristen Lasser Chicago, Illinois Details
Kristen Lasser's State Street Experience May 2011 - August 2013
Job Marketing Manager at Uber
Industry Marketing and Advertising
Experience
Uber  June 2014 - Present
Experian Data Quality  September 2013 - December 2013
State Street   May 2011 - August 2013
State Street   May 2010 - June 2011
Avenue100 Media Solutions, Inc  January 2010 - April 2010
Boston Celtics  September 2009 - December 2009
Boston Music Spotlight  May 2009 - September 2009
Promotional Concepts  May 2006 - August 2008

Skills
Facebook, Marketing, Microsoft Excel, SEM, SEO, Access, Event Management, Product Marketing, Social Media, CRM, Business Development, Analysis, Sales

Education
Bentley University   2006 — 2010
BS and BA in, Marketing and Global Perspectives: Commerce & Culture

Lorenzo de Medici   2008 — 2008
Study Abroad, Liberal Studies- Global Perspectives: Commerce & Culture

Nayeong Lee Nayeong Lee Hartford, Connecticut Area Details
Nayeong Lee's State Street Experience February 2015 - Present
Job Information Systems Audit and Control Major, Bentley University
Industry Accounting
Experience
State Street   February 2015 - Present
Gyeong Gi Social Welfare Development Institute   June 2014 - August 2014
Duoback Korea Co. Ltd.   June 2013 - August 2013

Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Social Networking, JavaScript, HTML5, SAP, Process Modeling, C, Peachtree, Time Management

Education
Bentley University   2012 — 2016
Bachelor of Science (BS), Information Systems Audit and Control

Yonsei University   2014 — 2014
Study Abroad Program

Tony Fantasia Tony Fantasia Greater Boston Area Details
Tony Fantasia's State Street Experience May 2002 - July 2008
Job Service Delivery Implementation Manager at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts (MassDOT)   April 2014 - Present
Euro-Pro  August 2013 - April 2014
Commonwealth of Massachusetts  January 2012 - August 2013
Fresenius Medical Care  March 2011 - January 2012
State Street   May 2002 - July 2008
State Street Global Advisors  March 2001 - May 2002
Brown Brothers Harriman  February 1998 - March 2001
Fidelity Investments  June 1995 - February 1998
TSSG  October 1989 - March 1995

Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering

Education
Bentley University   1977 — 1981
BS, Computer Information Systems

Boston University   1995 — 1995
Certificate, Project Management

Tina Raymond Tina Raymond Greater Boston Area Details
Tina Raymond's State Street Experience June 1997 - December 1997
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development  July 2014 - Present
Pioneer Investments  June 2013 - July 2014
MFS Investment Management  March 2012 - May 2013
Wellington Management Company, LLP  August 2007 - March 2012
Wellington Management Company  July 2003 - August 2007
Wellington Management  December 1997 - July 2003
State Street   June 1997 - December 1997
State Street   June 1995 - June 1997

Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 2000
Master of Science in Finance, Finance, General

Stonehill College   1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems

Phillippe Law Phillippe Law Greater Boston Area Details
Phillippe Law's State Street Experience March 2015 - September 2015
Job Business Systems Analyst at Beacon Health Options
Industry Mental Health Care
Experience
Beacon Health Options  September 2015 - Present
State Street   March 2015 - September 2015
State Street   October 2013 - March 2015
State Street   April 2012 - October 2013
State Street   May 2011 - April 2012
State Street Corporation  March 2010 - May 2011
State Street   June 2008 - March 2010
Sovereign Bank  May 2005 - May 2008

Skills
Bloomberg, Accounting, Business Analysis, Fund Accounting, Financial Modeling, Cantonese, Mutual Funds, Financial Analysis, Valuation, Financial Reporting, Mandarin, Tax Treaties, Process Improvement, Account Management, Bloomberg Terminal, Fixed Income, Equities, Securities, Derivatives, Banking, Corporate Actions, Investments, Microsoft Office, Business Writing, Project Analysis, Microsoft Visio, Mutual Fund Taxation

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2008 — 2009
MBA, Finance

Bentley University   2004 — 2008
Bachelor's Degree, Finance

The University of Hong Kong   2006 — 2006
Finance

Christine Pape Christine Pape Greater New York City Area Details
Christine Pape's State Street Experience May 2006 - August 2007
Job Senior Engagement Manager Unily at BrightStarr
Industry Information Technology and Services
Experience
BrightStarr  April 2015 - Present
BrightStarr  August 2014 - April 2015
Liberty Mutual Insurance  July 2012 - August 2014
Hanover Insurance  June 2008 - July 2012
Bentley University  September 2005 - May 2008
State Street   May 2006 - August 2007

Skills
Program Management, Project Management, SharePoint, Analysis, Bloomberg, Data Analysis, SAS, Financial Modeling, Financial Analysis, Business Analysis, Access, Microsoft Excel, PowerPoint, Process Improvement, Analytics, Organization Skills, Sorting, Management, SDLC, Business Process, Requirements Analysis, Leadership, Requirements Gathering

Education
Bentley University   2004 — 2008
Bachelor of Science, Economics-Finance

Wasseem Sidhom Wasseem Sidhom Greater Boston Area Details
Wasseem Sidhom's State Street Experience 1997 - 1999
Job
Industry Chemicals
Experience
WR Grace  March 2011 - Present
WR Grace  April 2007 - March 2011
WR Grace  2004 - 2007
WR Grace  2001 - 2003
WR Grace  1999 - 2001
State Street   1997 - 1999
Macy's West  1996 - 1997

Skills
SAP, Financial Analysis, Six Sigma, ERP, Forecasting, Process Improvement, SAP R/3, Consolidation, SAP BW, Continuous Improvement, Budgeting, Business Intelligence, Process Development, Business Process..., Business Strategy, Inventory Management, Strategic Planning, Business Analysis, Financial Planning, Financial Reporting, Budgets, Cross-functional Team..., Lean Manufacturing, Logistics, Strategy, Strategic Financial..., Process Engineering, Process Simulation, Business Process, Supply Chain, Management, Leadership

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2002 — 2005
Masters of Business Administration, Operation

Brandeis University   1991 — 1995
Bachelor, Mathematics

Daniel Burns Daniel Burns Greater Boston Area Details
Daniel Burns's State Street Experience May 2000 - December 2010
Job Principal Program Manager at Oracle
Industry Financial Services
Experience
Oracle  August 2012 - Present
American Tower  January 2010 - August 2012
State Street   May 2000 - December 2010
Oracle Corporation  December 1996 - May 2000
Endogen, Inc.   May 1990 - December 1996

Skills
Business Analysis, Business Intelligence, Data Warehousing, Program Management, SDLC, Process Improvement, Requirements Analysis, SharePoint, Oracle, CRM, Software Project..., Project Management, Strategy, Project Planning, Databases, Analysis, Requirements Gathering, Oracle E-Business Suite, Software Development, Team Leadership, Financial Analysis, Business Process..., Enterprise Software, Start-ups, Testing, Management, Vendor Management, Business Process, Security, Integration, IT Strategy, ERP, PMO, Forecasting, Enterprise Architecture, SaaS, Agile Methodologies, Information Technology, Project Portfolio..., IT Management, Solution Architecture, Product Management, Cloud Computing, Visio, Cross-functional Team..., Data Modeling, Business Requirements, Agile Project Management, Risk Management

Education
Bentley University
Bachelor of Science, Finance and Economics

University of New Hampshire

Amber (Dubois) Clarke Amber (Dubois) Clarke Greater Boston Area Details
Amber (Dubois) Clarke's State Street Experience June 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2013 - Present
PwC  June 2012 - August 2012
State Street   June 2011 - August 2011
State Street   June 2010 - August 2010

Education
Bentley University
MS, Accountancy

Bentley University   2008 — 2012
BS, Accountancy

Louis Sherman Louis Sherman Greater Denver Area Details
Louis Sherman's State Street Experience September 2012 - April 2013
Job Analyst/Consultant at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors  April 2013 - August 2015
State Street   September 2012 - April 2013
Kforce  June 2012 - August 2012
MSLGROUP  March 2011 - April 2012
Accountemps  June 2010 - April 2012

Skills
Accounts Payable, Financial Analysis, Data Analysis, Finance, Outlook, Microsoft Excel, Microsoft Office, Account Reconciliation, Business Analysis, Reporting & Analysis, Microsoft Office 2007, Windows 7, Bloomberg, PerTrac, Performance Attribution, Performance Reporting, Risk Management, Social Media, Bloomberg Terminal, VBA, Spreadsheets, Analysis, Blogging, Microsoft CRM, Worldox, Microsoft Dynamics, Operations Management, Sports, PowerPoint, Microsoft Word, Writing

Education
Bentley University   2008 — 2012
Bachelor of Science, Finance

Maxwell Munsey Maxwell Munsey Greater Boston Area Details
Maxwell Munsey's State Street Experience May 2015 - Present
Job IT Auditor at State Street
Industry Information Technology and Services
Experience
State Street   May 2015 - Present
Arbella Insurance Group  June 2014 - May 2015
Wolf & Company, P.C.   June 2013 - August 2013
Bentley University Low Income Taxpayer Clinic   October 2011 - May 2013
Pinnacle Investments, LLC  May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Manage Client..., Client Co-ordination, ProSeries, Accounting, SAP

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Information Systems Audit and Control

Jason Martinez Jason Martinez Waltham, Massachusetts Details
Jason Martinez's State Street Experience June 2015 - August 2015
Job Finance Intern at State Street Corporation
Industry Financial Services
Experience
Bentley Service-Learning   January 2014 - Present
Bentley University  September 2012 - Present
State Street   June 2015 - August 2015
State Street   June 2014 - August 2014
Bentley University  June 2014 - August 2014
Liberty Mutual Insurance  November 2013 - November 2013
Boys & Girls Club of Lawrence  June 2012 - August 2013
The Vesume Group, LLC  June 2010 - August 2010

Skills
Leadership, Microsoft Excel, PowerPoint, Spanish-speaking, Customer Service, Microsoft Word, Interpersonal..., Management, Bloomberg Terminal, Project Management, Bilingual-English/Spanis..., Microsoft Outlook, Budgets, Think-Cell, Training, Recruiting, Outlook, Interpersonal..., Spanish, Hyperion Essbase

Education
Bentley University   2012 — 2016
Candidate for Bachelor of Science

Central Catholic High School   2008 — 2012

Alanna McGuiggan Alanna McGuiggan Boston, Massachusetts Details
Alanna McGuiggan's State Street Experience June 2011 - August 2011
Job Tax Services Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young  January 2014 - Present
Bentley University  September 2010 - May 2013
Bentley University  September 2011 - November 2012
Ernst & Young  June 2012 - August 2012
State Street   June 2011 - August 2011
State Street   June 2011 - August 2011

Skills
Financial Accounting, Due Diligence, Social Media, Auditing, Outlook, Financial Analysis, Teamwork, Access, Public Speaking

Education
Bentley University   2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting

University College Dublin   2012 — 2012
Commerce

Andrew Petrin Andrew Petrin Greater Boston Area Details
Andrew Petrin's State Street Experience March 2010 - April 2011
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Fidelity Investments  April 2011 - July 2013
State Street   March 2010 - April 2011
State Street   June 2008 - August 2008
State Street Global Advisors  June 2007 - August 2007
Lehman Brothers  January 2007 - May 2007

Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication

Education
CFA Program

Bentley University   2006 — 2010
Bachelor of Science, Economics Finance

Shu Q (Lenny) Huang Shu Q (Lenny) Huang Boston, Massachusetts Details
Shu Q (Lenny) Huang's State Street Experience July 2012 - May 2013
Job Financial Analyst at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain  May 2015 - Present
W.B. Mason Company Inc.   March 2014 - May 2015
Boston Medical Center  May 2013 - September 2013
State Street   July 2012 - May 2013
Bentley University Advance Information and Services   June 2011 - May 2012
La Capoise Galerie  June 2011 - August 2011
Bentley University  January 2011 - May 2011
Kowloon Restaurant  November 2007 - January 2010

Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Financial Statement..., Equity Research, Access, Great troubleshooting..., Strategic Planning, Leasing, Capital & Expense..., analytical thinking, Administrative Office..., Excellent organization..., Management, Interpersonal Skill, Project Management, Operations Management, Project Planning, Material Handling

Education
Bentley University   2010 — 2012
Bachelor of Science, Finance

University of Massachusetts, Amherst   2008 — 2010
Business/Managerial Economics

Charlestown high school   2004 — 2008

Ryan Coy Ryan Coy Greater Boston Area Details
Ryan Coy's State Street Experience November 2012 - Present
Job Lean Analyst
Industry Financial Services
Experience
State Street   November 2012 - Present
Randstad  May 2012 - November 2012
Fidelity Investments  August 2008 - March 2012
Pioneer Investments  October 2007 - August 2008
Pioneer Investments  August 2001 - October 2007

Skills
Continuous Improvement, Lean Initiatives, Process Improvement, Lean Sigma, Managerial, Pricing, Pricing Analysis, Corporate Actions, Analysis, Cross-functional Team..., Business Process...

Education
Bentley University   1996 — 2001
Bachelor of Science (B.S.), Marketing

Matthew Ehrlich Matthew Ehrlich Greater Boston Area Details
Matthew Ehrlich's State Street Experience 2014 - Present
Job Vice President, IT Procurement Team Manager at State Street
Industry Financial Services
Experience
State Street   2014 - Present
State Street   November 2013 - April 2014
Brown Brothers Harriman  July 2010 - November 2013
Brown Brothers Harriman  April 2005 - July 2010
Brown Brothers Harriman  April 2001 - April 2005

Skills
Change Management, Enterprise Software, Bloomberg, Fixed Income, Disaster Recovery, Asset Management, Requirements Gathering, Project Management, PMP, Strategy, Agile Methodologies, Microsoft Excel, PowerPoint, Software Design, Excel, Agile Project Management, Off Shore Development, MBA, SharePoint, Market Data, Strategic Negotiations, IT Operations, Financial Services, Program Management, Risk Assessment, SDLC, Leadership, Business Requirements, Team Leadership, Management, Risk Management, Vendor Management, Process Improvement, Strategic Planning, Business Analysis

Education
Boston University Questrom School of Business   2000 — 2003
MBA, International Managment

Bentley University   1994 — 1998
BS, Economics/Finance

Bridgton Academy   1993 — 1994
Grad, High School

Fred Yeon Fred Yeon Greater Boston Area Details
Fred Yeon's State Street Experience February 2013 - May 2013
Job Sourcing Analyst Strategic Sourcing & Vendor Management at Blue Cross & Blue Shield of Rhode Island
Industry Banking
Experience
Blue Cross & Blue Shield of Rhode Island  August 2013 - Present
State Street   February 2013 - May 2013
Supply Strategies   June 2009 - November 2012
Law Offices of Bong W. Yeon   2007 - 2009
Motor Coach Industries  2005 - 2006
Motor Coach Industries  2004 - 2005
Penn Mutual  2003 - 2004
Penn Mutual  2003 - 2003
J. William Fulbright Foreign Scholarship   2001 - 2002
Merrill Lynch  2000 - 2000

Skills
Procurement, Procurement Outsourcing, Supply Chain Management, Resource Management, Strategic Outsourcing, Sales Operations, Consultants, Business Strategy, Financial Modeling, Pricing Model and..., ROI Analysis, Competitive Analysis, Contract Negotiation, Outsourcing Management, New Business Development, China Business..., Writing, Research, Valuation, Customer Service, International..., Client Development, Portuguese, French, Spanish, German, Italian, Korean, Swedish, Strategic Financial..., Strategic Planning, Strategic Thinking, Polyglot, Diversity, Vietnam sourcing, Financial Analysis, Cash Management, Leadership Development, P&L, Cost Savings Strategies, Due Diligence, Mandarin, Income Statement

Education
Bentley University   2007 — 2009
Master of Business Administration (MBA), Management, Cumulative GPA: 3.55 / GPA in Concentration: 3.93

Connecticut College   1997 — 2000
Bachelor of Arts (B.A.), Economics

Andrea Adams Andrea Adams Baltimore, Maryland Area Details
Andrea Adams's State Street Experience 1996 - 1997
Job Professional Medical Representative at Exact Sciences
Industry Pharmaceuticals
Experience
Exact Sciences  July 2014 - Present
PharmagenRX   January 2013 - May 2014
Privately Held Pharmaceutical Company   December 2009 - November 2012
Harvey Nash  June 2007 - April 2009
CBS Radio / WBZ NewsRadio   March 2005 - April 2007
Blitz Media, Inc.   October 1997 - February 2005
State Street   1996 - 1997

Skills
Account Management, Business Development, Sales Operations, Sales, New Business Development, Leadership, Pharmaceutical Sales, Project Management, Management, Recruiting, Sales Process, Solution Selling, Medical Devices, Negotiation, Strategic Planning, Enterprise Software, Technical Recruiting, CRM, Interviews, Cold Calling, Selling, Sales Management, Competitive Analysis, Sales Presentations, Customer Service, Business Strategy, Building Relationships, Contract Negotiation, Team Building, Customer Satisfaction, Networking, Medical/Surgical, Pharmaceutical Industry, Outside Sales, whole, Direct Sales, Operating Room Sales, Hospital Pharmacy, pharmacy, Surgical Device Sales, Relationship Building

Education
Bentley University   1992 — 1996
Bachelor of Science, Finance

Norwood High   1988 — 1994

Georgia Blagrove-Mandley, MSF Georgia Blagrove-Mandley, MSF Greater Boston Area Details
Georgia Blagrove-Mandley, MSF's State Street Experience February 2005 - September 2006
Job Principal at State Steet Global Advisors
Industry Financial Services
Experience
State Steet Global Advisors   May 2010 - Present
State Street Bank & Trust Co.   September 2006 - June 2011
State Street   February 2005 - September 2006
State Street   May 2000 - February 2005
State Street   April 1999 - May 2000
State Street   September 1997 - April 1999

Skills
Mutual Funds, Equities, Financial Reporting, Financial Analysis, General Ledger, Client Relations, Training, Audit Reporting, Project Management, Analysis, Data Analysis, Finance, Process Improvement, Audit Reports, Management, Auditing, Financial Modeling, Fund Accounting

Education
Northeastern University   2002 — 2004
MSF, Finance

Bentley University   1993 — 1997
BA, Economics-Finance

Partnership, Inc

Tom Whelan Tom Whelan Hartford, Connecticut Area Details
Tom Whelan's State Street Experience June 2003 - December 2006
Job Application Development Manager at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare  March 2011 - Present
State Street Bank  January 2007 - December 2010
State Street   June 2003 - December 2006
State Street   April 2001 - June 2003
Protege   June 1999 - April 2001
TPWhelan, Inc   January 1997 - June 1999
CSC Consulting  1993 - 1997

Skills
Vendor Management, Business Requirements, Business Process, IT Management, Systems Analysis, Business Analysis, Process Improvement, Project Management, Business Process..., SDLC, High Performance Teams, Leadership, Team Management, Security, Change Management, Requirements Analysis, Oracle, SQL, Access, Information Technology, Data Modeling, Testing, Data Warehousing, Securities, Data Manipulation, Visio, Project Portfolio..., Databases, Mutual Funds, Finance, Business Continuity, Requirements Gathering, DB2, Networking, Outsourcing, Software Project..., Software Development, SharePoint, Financial Services, Fixed Income, Business Intelligence, Architecture, Disaster Recovery, Agile Methodologies, IT Strategy, COBOL, Risk Management, Integration, Software Documentation, Enterprise Architecture

Education
Bentley University   1987 — 1991
Bachelor of Science (B.S.), Computer Information Systems

Steven Concordia Steven Concordia Greater Minneapolis-St. Paul Area Details
Steven Concordia's State Street Experience June 2001 - March 2004
Job Data Management Analyst at CH Robinson
Industry Information Technology and Services
Experience
C.H. Robinson Worldwide   December 2008 - Present
Wilsons Leather  April 2006 - December 2008
Sappi Fine Paper  2004 - 2006
State Street   June 2001 - March 2004
GE  May 1998 - March 2000

Skills
Process Improvement, Business Analysis, Data Analysis, Business Intelligence, Data Management, Forecasting, Access, Account Management, Analysis, Business Process, Data Warehousing, Strategic Planning, Visio

Education
Bentley University   1997 — 2001
BS, Finance, Computer Information Systems

North Middlesex   1993 — 1997

Kevin Gaede Kevin Gaede Greater Boston Area Details
Kevin Gaede's State Street Experience April 2008 - May 2014
Job Lead Consultant at Collaborative Consulting
Industry Management Consulting
Experience
Collaborative Consulting  March 2015 - Present
Fuld + Company  December 2014 - March 2015
State Street   April 2008 - May 2014
Fidelity Investments  May 2005 - December 2007
Investors Bank & Trust  2002 - May 2005
Deloitte & Touche  1993 - 2002

Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management

Education
Bentley University   1990 — 1993
BS, Accounting

Phuong Thanh Nguyen, MBA, CPA Phuong Thanh Nguyen, MBA, CPA Greater Boston Area Details
Phuong Thanh Nguyen, MBA, CPA's State Street Experience March 2015 - Present
Job Accounting and risk management professional
Industry Financial Services
Experience
State Street   March 2015 - Present
PwC  September 2011 - March 2015
Deloitte  2008 - 2009
Center for International Education (University of Wisconsin-Eau Claire)   2006 - 2008
PricewaterhouseCoopers  May 2007 - August 2007

Skills
Data Analysis, Project Management, Writing, GAAP, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Research, Financial Modeling, Valuation, Statistics, Sarbanes-Oxley Act, Bloomberg, Auditing, SEC filings, CPA, SEC Filings

Education
Bentley University
Master of Business Administration (MBA), Finance, General

University of Wisconsin-Eau Claire
BBA, Business Finance & Accounting, University Honors Program, Graduated Summa Cum Laude

Mark Mancini Mark Mancini Greater Boston Area Details
Mark Mancini's State Street Experience August 2007 - February 2008
Job Solutions Consultant at Seismic Software
Industry Investment Management
Experience
Seismic Software  October 2015 - Present
Windhaven Investment Management  June 2014 - September 2015
Windhaven Investment Management  January 2014 - June 2014
Cambridge Associates  November 2010 - January 2014
MFS Investment Management  March 2010 - November 2010
Bain Capital  February 2008 - March 2010
State Street   August 2007 - February 2008

Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting

Education
Endicott College   2013 — 2017
Master of Business Administration (M.B.A.)

Bentley University   2003 — 2007
Economics & Finance

Suzanne Craig Suzanne Craig Greater Boston Area Details
Suzanne Craig's State Street Experience November 2014 - December 2014
Job Looking for new Business Analysis Consultant position
Industry Financial Services
Experience
State Street   November 2014 - December 2014
Commonwealth Financial Network  January 2012 - August 2013
Fidelity Investments  2000 - 2006
The Reference  1999 - 2000
State Street   February 1999 - September 1999
T Rowe Price  1996 - 1999
The Boston Company/Mellon Corporation   1987 - 1996

Skills
Project Management, Team Leadership, Proxy, Corporate Actions, Financial Services, SWIFT payments, Testing, Management, Fund Accounting, Securities Lending, Business Analysis, Mutual Funds, Requirements Gathering, Business Requirements, Process Improvement, Vendor Management, SDLC, Leadership, Fixed Income, Risk Management, Portfolio Management, Equities, Asset Management, Program Management, Process Redesign

Education
PMP Project Management Certification   2015 — 2015
Currently in process of obtaining updated PMP Project Management Certification

Six Sigma Green Belt   2015 — 2015
Currently in Process of Obtaining Six Sigma Green Belt

Bentley University   1999 — 2000
Project Management, Project Management

Suffolk University - Sawyer Business School   1991 — 1995
MBA, International Finance

Suffolk University - Sawyer Business School   1991 — 1995
Master of Business Administration (M.B.A.), International Finance

Bentley University   1983 — 1987
B.S., Economics & Finance

Canton High School

Keith Jepson Keith Jepson Greater Boston Area Details
Keith Jepson's State Street Experience June 2003 - 2007
Job Program Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   September 2015 - Present
John Hancock Retirement Plan Services  April 2015 - September 2015
New York Life RPS   May 2009 - April 2015
Wellington Management  2007 - 2009
State Street   June 2003 - 2007
State Street   May 1997 - June 2003

Skills
Risk Management, Business Analysis, Program Management, Cross-functional Team..., CRM, Six Sigma, SDLC, Outsourcing, Management, Leadership, Project Management, Financial Services, Vendor Management, Relationship Management, Process Improvement, PMO, Change Management, Team Management, Portfolio Management, Banking, Business Process, Business Planning, Negotiation, Analysis, Business Process..., Budgets

Education
Bentley University   1995 — 1997
Bachelors, Finance

Adam Hammond Adam Hammond Greater Boston Area Details
Adam Hammond's State Street Experience June 2013 - February 2014
Job Data Science Consultant at Quantiphi, Inc.
Industry Information Services
Experience
Quantiphi, Inc.   June 2014 - Present
Bentley University  August 2012 - May 2014
State Street   June 2013 - February 2014
Central Little Rock Promise Neighborhood   June 2012 - July 2012
City Year  July 2011 - June 2012
City Year  August 2010 - June 2011
University of Arkansas  August 2006 - August 2010

Skills
Data Analysis, Leadership, Public Speaking, Research, Youth Development, Microsoft Excel, Tutoring, PowerPoint, Volunteer Management, Economics, Nonprofits, Business Strategy, Curriculum Design, Teamwork, R, SAS, Statistics

Education
Bentley University   2012 — 2014
Master of Business Administration (MBA), Business Analytics

University of Arkansas at Fayetteville   2006 — 2010
Bachelor of Science, International Business

Yovanna Fernandez Yovanna Fernandez Greater Boston Area Details
Yovanna Fernandez's State Street Experience March 2014 - September 2014
Job Business System Analyst at Foundation Medicine
Industry Financial Services
Experience
Foundation Medicine  September 2014 - Present
Diaper Cake Ladies   June 2008 - Present
State Street   March 2014 - September 2014
Fidelity Investments  August 2010 - March 2013
Fidelity Investments  October 2006 - July 2010
Bayrock Realty Group LLC   March 2004 - December 2008
Fidelity Investments  July 2000 - September 2006
Fidelity Investments  May 1998 - June 2000

Skills
Organized Multi-tasker, Data Analysis, Requirements Analysis, Requirements Gathering, Project Management, Project Coordination, fluent in Spanish, Microsoft Office, Office Administration, Bloomberg, Asset Control, Financial Services, Event Planning, Asset Management, Securities, Business Analysis, Investments, Mutual Funds, Fixed Income, Process Improvement, Lean Tools, Lean Operations, Six Sigma, Kaizen, Portfolio Management, Management, Analysis, Accounting, Business Process

Education
William George Associates Ltd   2013 — 2013
Project Management and Lean Six Sigma

Bentley University   1995 — 1998
Bachelor of Science, Accounting

Brandeis University   1993 — 1995

Boston Center for Adult Education

Boston Center for Adult Education

Boston Center for Adult Education

Boston Center for Adult Education

Janice Desmond, CPA Janice Desmond, CPA Greater Boston Area Details
Janice Desmond, CPA's State Street Experience 2007 - 2009
Job Financial Services Executive
Industry Financial Services
Experience
Mercer Investment Management   May 2010 - Present
State Street   2007 - 2009
Investors Bank & Trust  2005 - 2007
Deutsche Asset Management  2001 - 2005
Wellington Management  1999 - 2001
Sunlife Financial  1998 - 1999
PricewaterhouseCoopers  1991 - 1998

Education
Bentley University
Accounting

Framingham State University
BA, Psychology

Andrew (AJ) Chin Andrew (AJ) Chin Greater Boston Area Details
Andrew (AJ) Chin's State Street Experience June 2008 - August 2008
Job Senior Underwriter at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance  March 2015 - Present
Chubb Insurance  July 2013 - March 2015
Travelers  July 2010 - July 2013
WHDH-TV  September 2009 - December 2009
Liberty Mutual Insurance  May 2009 - August 2009
State Street   June 2008 - August 2008

Skills
PowerPoint, Excel, Word, Access, Microsoft Office, Salesforce.com, Microsoft Word, Property & Casualty..., Commercial Insurance, Microsoft Excel, Insurance, Analysis, Underwriting, Financial Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2015
Master of Business Administration (M.B.A.)

Bentley University   2006 — 2010
BS, Economics-Finance

The University of Hong Kong   2008 — 2008
Faculty of Business & Economics

Boston Latin School   2000 — 2006

Adam Leventhal Adam Leventhal Greater Boston Area Details
Adam Leventhal's State Street Experience September 2001 - September 2002
Job Sales/Business Development Director at Dassault Systèmes
Industry Financial Services
Experience
Dassault Systèmes  December 2014 - Present
Eze Software Group  November 2010 - December 2014
Eze Software Group  July 2008 - November 2010
Eze Software Group  July 2005 - July 2008
Capital Advisors Group  April 2004 - July 2005
Capital Advisors Group  September 2002 - April 2004
State Street   September 2001 - September 2002

Skills
Trading Systems, Hedge Funds, Electronic Trading, Equities, Fixed Income, Asset Management, Financial Services, Trading, Relationship Management, Securities, Investments, Investment Management, Alternative Investments, Derivatives, Financial Markets, Equity Trading, Capital Markets, Options, Enterprise Software, Solution Selling, Consultative Sales..., Enterprise Technology..., Enterprise Solution..., C Level Selling, Enterprise Account..., Contract Negotiation, Business Development, Mutual Funds, Product Lifecycle..., Global Custody, Financial Modeling, Databases, Valuation, Bloomberg, Portfolio Management, Market Data, Series 7, Customer Experience, Customer Intelligence

Education
Bentley University   1997 — 2001
Bachelor of Arts (BA), International Business/Finance

Adam Wong Adam Wong Greater Boston Area Details
Adam Wong's State Street Experience 2001 - 2005
Job Senior Financial Analyst at Forrester Research
Industry Information Technology and Services
Experience
Forrester Research  September 2013 - Present
Holcim  November 2010 - September 2013
Bose Corporation  January 2008 - October 2010
State Street   2001 - 2005

Skills
Financial Modeling, Financial Analysis, Finance, Accounting, Financial Reporting, Forecasting, Hyperion Enterprise, SAP, Sarbanes-Oxley Act, Strategic Financial..., Business Process..., Corporate Finance

Education
Bentley University   2005 — 2007
Master of Business Administration (MBA), Accounting

Louisiana State University
Bachelor of Science (B.S.), Finance, General

Sharon Reid Sharon Reid Portland, Oregon Area Details
Sharon Reid's State Street Experience November 2010 - August 2011
Job Sourcing Specialist at Banfield Pet Hospital
Industry Staffing and Recruiting
Experience
Banfield Pet Hospital  June 2014 - Present
The Standard  November 2013 - May 2014
Seven Step Recruiting  December 2012 - October 2013
Harley-Davidson Motor Company  December 2012 - October 2013
Federal Home Loan Bank of Boston  June 2012 - December 2012
State Street   November 2010 - August 2011
Travelers of Massachusetts  January 2010 - August 2010
Wells Fargo  June 2008 - August 2008
Dedham Institution for Savings  August 2007 - February 2008

Skills
Sourcing, Applicant Tracking..., Time Management, Microsoft Excel, Recruiting, Talent Acquisition, Finance, Interviews, Strategy, College Recruiting, PowerPoint, Customer Service, Management, Sales, Talent Management, Bloomberg, Valuation, Outlook, Problem Solving, Oral & Written..., Office Administration, Interpersonal Skill, Lotus Notes, Teamwork, Marketing, Banking, Cash Handling Experience, Resume Writing, Career Counseling, Google Analytics, Google Adwords, Biblical Studies, Internet Recruiting, Career Development

Education
National Career Development Association   2014 — 2014

Bentley University   2005 — 2009
Bachelor of Science

Joanne Farrington Joanne Farrington Greater Boston Area Details
Joanne Farrington's State Street Experience 2003 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street   2003 - Present

Skills
Vendor Management, AutoCAD, Facilities Management, Purchasing, Microsoft Excel, Microsoft Office, PowerPoint, Retail, Databases, Microsoft Word, Analysis, Project Management, Process Improvement

Education
Bentley University   1983 — 1987
Bachelor of Science Degree, Marketing. Associate of Science Degree, Management.

Yongkang Lin Yongkang Lin Greater Boston Area Details
Yongkang Lin's State Street Experience June 2008 - Present
Job CPA, MST
Industry Financial Services
Experience
State Street   June 2008 - Present
Bank of America  January 2007 - June 2008

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2007
Master of Science, TAXATION

Andrea Steele Andrea Steele Greater San Diego Area Details
Andrea Steele's State Street Experience June 1998 - July 2005
Job Accounting Manager at DJO
Industry Accounting
Experience
DJO  September 2009 - Present
DJO  2006 - 2009
State Street   June 1998 - July 2005

Skills
CPA, SEC filings, Variance Analysis, JD Edwards, GAAP, Sarbanes-Oxley Act, Hyperion Enterprise, Accounting System, US GAAP, Essbase, Hyperion HFM, Cost Accounting, Financial Statements, Account Reconciliation, General Ledger, Consolidation

Education
Bentley University   1994 — 1998
BS, Accounting

Lekisha Benjamin Lekisha Benjamin Greater Boston Area Details
Lekisha Benjamin's State Street Experience December 2008 - March 2010
Job Achieving Inclusion One "Step" at a Time
Industry Professional Training & Coaching
Experience
Boston Public Schools  April 2010 - Present
Deborah Mason School of Dance   September 2010 - Present
City on a Hill Charter High School   September 2010 - Present
State Street   December 2008 - March 2010
Harlem Children's Zone  September 2007 - April 2008

Skills
Teaching, Public Speaking, Non-profits, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Recruiting, Outlook, Photoshop, Teaching Step Dance, Performing Step Dance, Choreography, Access, Nonprofits, Community Outreach, Curriculum Development, Team Building, Leadership, Analysis, Editing, Leadership Development, Volunteer Management, Higher Education, Budgets, Social Networking, Program Development, Youth Development, Coaching, Spanish, Data Analysis, Event Management, Grant Writing, Strategic Planning

Education
Bentley University   2003 — 2007
Bachelor of Science (B.S.)

Nicole DeVasto Nicole DeVasto Providence, Rhode Island Area Details
Nicole DeVasto's State Street Experience 1993 - 1993
Job Information Security Officer/IT Risk Manager
Industry Financial Services
Experience
Fidelity Investments  2000 - 2012
Fidelity Investments  1997 - 2000
Fidelity Investments  1993 - 1997
State Street   1993 - 1993

Education
Bentley College
Computer Science

Whitney LeBarron, MBA, CISA, PMP Whitney LeBarron, MBA, CISA, PMP Greater Boston Area Details
Whitney LeBarron, MBA, CISA, PMP's State Street Experience March 2015 - Present
Job VP, IT Governance, Risk and Compliance at State Street
Industry Financial Services
Experience
State Street   March 2015 - Present
State Street   June 2013 - Present
John Hancock Life Insurance Company (U.S.A.)   January 2012 - Present
John Hancock Life Insurance Company (U.S.A.)   February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.)   October 2007 - March 2010
State Street Bank  2000 - 2007

Skills
IT Audit, Project Management, Program Management, Risk Management, Business Process, Financial Risk, Auditing, Financial Services, SDLC, Sarbanes-Oxley Act, Offshoring, Business Process..., Business Continuity, Project Portfolio..., Business Analysis, Vendor Management, PMP, Process Improvement, Risk Assessment, Internal Controls, Internal Audit, Governance, Management, Information Technology

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2003
MBA, MIS

Northeastern University   1991 — 1996
B.S., History, with Minor in Business Administration and Pre-Med

Lisa Ann Landry Lisa Ann Landry Greater Boston Area Details
Lisa Ann Landry's State Street Experience November 2011 - June 2012
Job J.D. Candidate
Industry Law Practice
Experience
Liberty Mutual Insurance  May 2014 - August 2014
Boston University School of Law  June 2013 - August 2013
Shoffner & Associates   June 2013 - August 2013
State Street   November 2011 - June 2012
H.L. George Development Corp.   June 2002 - June 2012
Hastings & Landry, CPA PC   January 2002 - June 2012
Law Offices of Eliot T. Brais and Paul M. Cronan   May 2006 - August 2011

Skills
Microsoft Office, Microsoft Office 2007, Microsoft Office 2003, Research, Legal Research, Legal Writing, Legal Issues, Corporate Law, Business Strategy, Business Planning, Business Management, New Business Development, Small Business, International Management, Internationalization, International Business, International Law, Front Office, Office Management, Courts, Internet, Internal Communications, Corporate Communications, Community Outreach, Community Service, Community Engagement, Community Involvement, Organizational..., Team Leadership, Cross-functional Team..., Event Management, Management Consulting, Writing, Grammar, English grammar, Typing, Windows 8, Windows 7, Management, Spanish, Intellectual Property, Microsoft Excel, PowerPoint, Microsoft Word

Education
Boston University School of Law   2012 — 2015
Doctor of Law (JD), Law

Bentley University   2008 — 2011
Bachelor of Science, 1) Management and 2) Liberal Studies: Ethics & Social Responsibility; Minor: Law, Magna Cum Laude

Michelle Fortin Michelle Fortin Buzzards Bay, Massachusetts Details
Michelle Fortin's State Street Experience August 2004 - January 2013
Job ♦ Experienced Program Manager ♦ Risk Professional ♦ Reporting Manager
Industry Financial Services
Experience
Citizens Financial Group, Inc.   January 2015 - Present
Citizens Financial Group, Inc.   March 2014 - January 2015
State Street   August 2004 - January 2013
State Street   January 1997 - August 2004
State Street   January 1996 - January 1997
State Street   March 1994 - January 1996
State Street   April 1992 - March 1994
State Street   June 1991 - April 1992

Skills
Program Management, Financial Services, Risk Management, Business Intelligence, Basel II, Business Analysis, Financial Analysis, IT Solutions, Ad Hoc Reporting, Reporting Systems, Project Management, Data Collection, Management, Business Requirements, Data Analysis, Credit Risk, Process Improvement, SDLC

Education
Bentley University   1987 — 1991
Bachelor of Science (BS), Finance

Annalisa Silva Annalisa Silva Greater Boston Area Details
Annalisa Silva's State Street Experience October 2006 - Present
Job Assistant Director/Officer at State Street
Industry Financial Services
Experience
State Street   October 2006 - Present

Education
Bentley College

Samuel Zheng Samuel Zheng Greater Boston Area Details
Samuel Zheng's State Street Experience May 2015 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street   May 2015 - Present
State Street   December 2013 - May 2015
GUANGDONG FINANCE TRUST CO., LTD   May 2010 - August 2010

Skills
Stata, CFA Level 2 Candidate, Financial Modeling, Crystal Ball, Analytics, Bloomberg Terminal, Finance, Economics, Visual C++, Cantonese, Mandarin

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Arts (MA), Finance, General, 3.6

Bentley University   2010 — 2013
Bachelor of Science; Master of Science, Economics-Finance; Finance

Bob Geiger Bob Geiger Reading, Massachusetts Details
Bob Geiger's State Street Experience 2003 - 2005
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2015 - Present
State Street Alternative Investment Solutions  2006 - 2014
State Street   2003 - 2005
State Street   2003 - 2003
Mellon Financial  1998 - 2002
Mellon Financial  1995 - 1997
Mellon Financial  1992 - 1995
Mellon Financial  1989 - 1992

Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Asset Management, Risk Management, Fund Of Funds, Due Diligence

Education
Bentley University   1985 — 1989
BS, Economics/Finance

Norman Greenfeld Norman Greenfeld Greater Boston Area Details
Norman Greenfeld's State Street Experience 1981 - 2012
Job Senior Credit Review/Risk Management Director
Industry Banking
Experience
State Street   1981 - 2012

Skills
Enterprise Risk..., Basel II, Commercial Banking, Credit Risk, Counterparty Risk, Credit Policy, Credit Administration, Credit Analysis, Credit Training, Securitization, Capital Markets..., Investment Portfolios, Real Estate Financing, Real Estate Appraisals, Regulatory Reporting, Regulatory Compliance

Education
Bentley University
MBA

University of Rhode Island
BSBA

Alex Deacon Alex Deacon Boston, Massachusetts Details
Alex Deacon's State Street Experience June 2000 - Present
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street   June 2000 - Present

Education
Bentley University   1996 — 2000
Bachelor of Science (BS), Accounting and Finance

Zong Fei Zou Zong Fei Zou Allston, Massachusetts Details
Zong Fei Zou's State Street Experience May 2008 - April 2010
Job Accounting and Finance Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   July 2014 - Present
State Street Corp  April 2010 - July 2014
State Street   May 2008 - April 2010
State Street   August 2006 - May 2008
State Street   February 2006 - August 2006

Skills
Banking, Finance, Mutual Funds, Portfolio Management, Financial Analysis, Corporate Finance, Financial Reporting, Valuation

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2009
Master of Business Administration (M.B.A.)

Bentley University
Bachelor of Science in Finance with minor in Computer Information Systems

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