State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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.)
Fidelity Investments 2000 - 2012
Fidelity Investments 1997 - 2000
Fidelity Investments 1993 - 1997
State Street 1993 - 1993
Education
Bentley College
Computer Science
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
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
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
State Street October 2006 - Present
Education
Bentley College
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
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
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
State Street June 2000 - Present
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
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