State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Accenture July 2015 - Present
State Street December 2013 - June 2015
Snail Games China February 2013 - July 2013
VOL Group January 2013 - May 2013
Morgan Stanley Smith Barney April 2012 - June 2012
ASUCD Entrepreneurship Fund March 2012 - June 2012
Skills
Economics, Mandarin, Financial Analysis, Microsoft Office, Critical Thinking, Financial Markets, Economic Research, Social Media, Data Analysis, Financial Reporting, Entrepreneurship, Analysis, Microsoft Excel, Microsoft Word, Finance, Derivatives, Visual Basic, Lean Thinking
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
State Street April 2015 - Present
Sun Life Financial September 2013 - April 2015
OneWest Bank, FSB 2009 - 2013
Indymac Bank October 2004 - April 2009
Countrywide Financial Corp (now Bank of America) 2002 - 2004
AXA Financial 2001 - 2002
G & A Trading Company 1998 - 2001
Credit Suisse 1994 - 1995
Skills
Base Compensation..., Variable Compensation, Employee Classification, Employment Law, Legal Compliance, Deferred Compensation, Financial Modeling, Analytics, HRIS, PeopleSoft, Process Improvement, Performance Management, Payroll, Workforce Planning, Policy, Strategic Planning, Leadership Development, Onboarding, Vendor Management, Change Management, Employee Relations, Compensation & Benefit, Human Resources, Training, Talent Management, Management, Leadership, Business Process..., Analysis, Personnel Management, Finance, Risk Management
Education
University of Melbourne
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
UCLA
Foreign Exchange Program, Economics/Finance
Capio Group October 2012 - Present
State Street 2011 - 2012
Don Yen Steel Trading Company August 2010 - May 2011
Sanrio, Inc. January 2006 - December 2007
Forever 21 November 2005 - January 2006
Skills
Management, Marketing, Strategy, Analysis, Team Leadership, Sales, Marketing Strategy, Time Management, Event Planning, Account Reconciliation, Accounting, Finance, Customer Experience, Research, Financial Analysis, Microsoft Excel, Data Analysis
Education
UC Davis 2008 — 2010
Bachelor of Arts (BA), Economics
University of California, Davis 2008 — 2010
Bachlor, Economics
State Street June 2015 - Present
UC San Diego Health System September 2014 - June 2015
UCLA Health June 2014 - September 2014
University of California, San Diego September 2013 - June 2014
Muslim Public Affairs Council July 2012 - October 2012
Skills
Accounting, Fund Accounting, Project Planning, Communication, Bloomberg Terminal, Graphic Design, IT Tech, Photography, Photoshop, Illustrator, InDesign, Microsoft Office, Data Entry, Customer Service
Education
University of California, San Diego 2013 — 2017
Bachelor's Degree, Management Science - Department of Economics
Santa Monica High School 2009 — 2013
Diploma, 3.85 Unweighted - 4.3 Weighted
State Street June 2015 - Present
State Street November 2014 - June 2015
Skills
Microsoft Excel, Financial Accounting, Financial Reporting, Economics, Financial Analysis, Statistics, Fund Accounting, Managerial Economics, Corporate Finance, Bank Reconciliation, International Trade, Tax Preparation, Managerial Accounting, Access, Audit, Financial Modeling
Education
UC Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
UCLA Extension 2011 — 2015
Professional Accounting Certificate
State Street December 2014 - Present
Victory Marketing Agency July 2014 - Present
State Street Investment Manager Solutions, LLC August 2014 - December 2014
Fish & Richardson P.C. May 2011 - July 2014
NCAA & San Diego State Univerisity March 2014 - March 2014
Harmonium, Inc February 2011 - May 2011
Big 5 Sporting Goods April 2010 - April 2011
Stingy Campus July 2010 - February 2011
Project Ethos July 2010 - August 2010
Beach House Public Relations September 2009 - December 2009
Skills
Social Media, Microsoft Office, Outlook, Facebook, Social Networking, Microsoft Word, ProLaw, Microsoft Excel, Management, Data Entry, Blogging, WordPress, Customer Service, Administrative..., Invoicing, Word, Networking, Event Planning, Mac, OneNote, Administrative Support, PowerPoint, Sales, Time Management, Financial Services, LinkedIn, Twitter, Press Releases, Hospitality, Team-oriented, Public Speaking, Editing, Bloomberg, MBS
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Criminology, Law, and Society
State Street June 2015 - Present
State Street January 2015 - June 2015
UC Davis Athletics-Marketing June 2014 - June 2015
Morgan Stanley April 2014 - June 2014
KDVS 90.3 FM April 2014 - June 2014
Bio-Rad Laboratories June 2013 - August 2013
Brittan Park Valuations June 2012 - August 2012
Skills
Change Management, Databases, Web Development, Project Management, Marketing, Fundamental Analysis, Technical Analysis, Digital Photography, Youth Development, CSS, HTML
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dublin High School 2007 — 2011
BlackRock June 2015 - Present
BlackRock July 2012 - June 2015
Moody's Analytics June 2011 - June 2012
State Street March 2009 - June 2011
Nordstrom June 2008 - August 2008
Skills
Fixed Income, Mutual Funds, Valuation, Bloomberg, Bloomberg Terminal, Financial Analysis, Data Analysis, Economics, Financial Services, Bonds, Structured Finance, ETFs, Derivatives, Analysis, Microsoft Excel
Education
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics
State Street February 2005 - Present
Wells Fargo June 2002 - February 2005
Scottrade December 2001 - July 2002
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Banking, Derivatives, Portfolio Management, Securities, Financial Analysis, Risk Management, Investments, Financial Services
Education
University of California, Davis 1998 — 2002
Bachelor of Arts (B.A.), Economics
DoubleLine Group LP April 2015 - Present
PIMCO February 2013 - April 2015
State Street June 2008 - November 2012
Skills
Bloomberg, Fixed Income, Derivatives, Microsoft Excel, Pricing, Experienced Business..., Project Management, Project Planning
Education
University of California, Irvine 2004 — 2008
BA, Business Economics
Willis of Tennessee, Inc. September 2014 - Present
Willis of Tennessee, Inc. March 2014 - Present
Lockton Companies February 2008 - February 2014
State Street September 2007 - February 2008
Education
University of Missouri-Columbia, College of Business 2004 — 2007
BSBA, Management
University of Central Missouri 2003 — 2004
Business Management
Shea Labagh Dobberstein, CPA August 2015 - Present
State Street September 2013 - July 2015
Woodland High School September 2012 - July 2013
Tollefson & Clancey, CPA June 2012 - August 2012
Sushi Bar Hana June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, QuickBooks, Visual Basic, Lacerte, Data Entry, Teaching, Research, Social Networking
Education
University of California, Davis 2010 — 2013
Bachelor of Science (B.S.), Managerial Economics
UC Davis - Extension 2013 — 2014
Certificate, Professional Accounting
State Street December 2014 - Present
State Street May 2013 - December 2014
State Street November 2012 - May 2013
State Street January 2012 - November 2012
Skills
Microsoft Excel, Collateral Management, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Risk Management, Account Reconciliation, Banking, Portfolio Management, Credit, Credit Risk, Financial Analysis, Financial Risk, Middle Office, Public Speaking, Social Media, Trading
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Hitachi Consulting April 2015 - Present
Profit Recovery Partners October 2012 - January 2015
BNY Mellon July 2012 - October 2012
State Farm Insurance December 2011 - July 2012
Sidoxia Capital Management, LLC September 2010 - June 2011
State Street June 2010 - August 2010
Alpha Kappa Psi June 2009 - May 2010
Merrill Lynch June 2009 - December 2009
Skills
Financial Modeling, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Conflict Resolution, Negotiation, Outlook, Vlookup, Pivot Tables, Financial Accounting, DCF Valuation, Wealth Management, Asset Managment, Consulting, Mergers & Acquisitions, Investments, Valuation, Analysis, Corporate Finance, Due Diligence, Management
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Expanesthetics, Inc. January 2015 - Present
State Street June 2015 - August 2015
Kingston Technology July 2014 - September 2014
Skills
Financial Analysis, Organizational..., Cooperative Learning, Public Speaking, Economics, Microsoft Excel, Stata, AccountEdge, Team Leadership, MCH, Microsoft Office
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
Laguna Hills High School 2008 — 2012
Boyer & Corporon Wealth Management, LLC July 2015 - Present
Boyer & Corporon Wealth Management, LLC January 2014 - July 2015
Williams Company June 2013 - December 2013
University of Tulsa October 2010 - May 2013
Williams Company June 2012 - July 2012
Federal Reserve Bank of Kansas City June 2009 - August 2009
State Street June 2008 - August 2008
Education
University of Tulsa 2011 — 2013
Master of Science in Finance, 4.0 GPA
Central Missouri State University 2005 — 2010
Bachelor of Science in Business Administration, Finance, 3.92 GPA
State Street November 2013 - Present
Bren Events Center October 2010 - September 2013
Skills
Customer Satisfaction, Event Planning, Event Management, Social Media, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Social Networking, Marketing Strategy, Marketing Communications, Public Speaking, Market Research, Management, Teamwork
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (BA), Business Economics
State Street September 2015 - Present
Harpoon Brewery June 2015 - Present
Peace Corps September 2014 - April 2015
University of Central Florida January 2014 - May 2014
Aon Hewitt August 2013 - May 2014
University of Central Florida May 2010 - April 2012
Seminole County Government Board of County Commissioners - Community Services Department December 2011 - December 2011
Skills
Research, Data Analysis, Teamwork, PowerPoint, Microsoft Office, Market Research, Team Leadership, Matlab, Microsoft Excel, Microsoft Word, Statistics, Public Speaking, Analysis, Teaching, English
Education
University of Central Florida 2009 — 2014
Dual Bachelor's degrees: Economics, Biology; Minor- Environmental Studies
ICN Nancy Business School 2012 — 2013
Bachelor of Business Administration (B.B.A.), Minor- International Business
Bank of America August 2014 - Present
Bank of America August 2013 - August 2014
State Street July 2011 - August 2013
The Retirement Group LLC April 2010 - July 2011
Skills
Microsoft Office, Bloomberg, SAP Business Software, Derivatives, Fixed Income, Collateral Management
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Economics
State Street August 2001 - Present
Education
University of California, Davis
Agricultural Economics, Economics
State Street 2012 - Present
Risk Data Management 2010 - July 2012
SunGard 2007 - 2010
SunGard 2005 - 2007
SunGard 2003 - 2005
Caminus Energy 2000 - 2002
Caminus Energy 1998 - 2000
Skills
Counterparty Credit Risk, Economic Capital, Regulatory Capital, Basel II, Basel III, Market Risk, SQL Server, MATLAB
Education
University of Cambridge 1995 — 1998
Ph.D., Physics
University of York 1990 — 1993
B.Sc., 1st Class, Computational Physics
San Francisco 49ers July 2015 - Present
Cleveland Browns December 2013 - February 2015
University of Missouri August 2013 - December 2014
State Street June 2014 - August 2014
Hewlett-Packard November 2011 - June 2012
Regions Financial Corporation July 2010 - November 2011
Skills
Microsoft Excel, Leadership, Finance, Customer Service, Forecasting, Sales, Microsoft Office, Data Analysis, Banking, Microsoft Word, Outlook, Marketing, Loans, Cash Management, Cross Selling, Financial Reporting, Credit, Deposits, Retail Banking, Accounting, Direct Sales, Financial Statements, Managing Accounts, Sports, Sports Management, Financial Management..., Data Entry, PowerPoint, Microsoft SQL Server, Scouting, Financial Analysis, Team Management, Valuation, Equities, Equity Valuation
Education
University of Missouri-Columbia 2013 — 2014
Master of Business Administration (MBA), Finance
University of Central Arkansas 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
State Street May 2014 - Present
State Street May 2013 - May 2014
State Street February 2013 - April 2013
Acura August 2011 - October 2012
Skills
Social Media Marketing, Marketing Communications, Social Media, Marketing Strategy, Advertising, Marketing, Online Advertising, Market Research, Digital Marketing, Relationship Marketing, Public Relations, Event Management, Brand Awareness, Direct Marketing, Marketing Research
Education
University of California, San Diego 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.25
Top Out Climbing, LLC July 2011 - Present
Self-Employed Professional Poker Player February 2007 - April 2011
State Street July 2003 - February 2007
Skills
Econometrics, Microsoft Excel, Game Theory, Psychology, Accounting
Education
University of California, Irvine 1999 — 2003
Economics, Econometrics and Quantitative Economics
Institutional Cash Distributors, LLC July 2011 - Present
State Street February 2010 - June 2011
Wells Fargo Bank February 2008 - February 2010
Skills
Equities, Finance, Mutual Funds, Financial Services, Financial Analysis
Education
UC Davis 2004 — 2007
Bachelor of Arts (B.A.), Economics, Psychology
State Street March 2011 - Present
State Street November 2007 - March 2011
Cal Soap 2005 - 2006
Skills
Mandarin, Chinese, SWIFT messaging, Financial Services, Analysis, Bloomberg Terminal, Fixed Income, Mutual Funds, Settlement, Bloomberg
Education
University of California, San Diego 2003 — 2007
BA, International Studies of Economics
State Street December 2012 - January 2014
State Street March 2012 - December 2012
AXA Advisors, LLC September 2010 - December 2010
Skills
Microsoft Office, Eviews, LexisNexis, Excel, PowerPoint, Word, Research, Investments, Microsoft Excel, Microsoft Word
Education
University of California, Irvine 2007 — 2011
BA, Business Economics
UC Irvine The Paul Merage School of Business September 2011 - June 2013
Lime, Inc July 2012 - August 2012
Keystone Global Partners, LLC April 2010 - June 2011
Foundation for Sustainable Development January 2010 - April 2010
State Street April 2006 - May 2009
Skills
Market Research, Project Management, Financial Analysis, Cross-functional Team..., Data Analysis, Business Analysis, Bloomberg, PowerPoint, Business Strategy, Analysis, Operations Management, Microsoft Excel, Account Management, Manage Client..., Business Development, Forecasting
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Schwab Fellow, MBA
University of California, San Diego 2001 — 2005
Bachelor of Science (B.S.), Management Science
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
State Street June 2010 - August 2010
Drobny Global Asset Management January 2010 - June 2010
Ameriprise Financial Services, Inc. October 2009 - December 2009
The Saban Free Clinic June 2009 - October 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Financial Analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
University High 2004 — 2012
University of Warwick 2010 — 2011
BSc, Economics
Kelley Blue Book March 2014 - Present
Oakley January 2011 - March 2014
Experian Consumer Direct November 2009 - December 2010
Marshal8e6 August 2008 - April 2009
LendingTree November 2004 - May 2007
Experian Consumer Direct April 2004 - October 2004
State Street October 2000 - March 2004
Skills
Web Applications, Testing, Software Quality..., Agile Methodologies, SDLC, Software Development, Scrum, Quality Assurance, SQL, Requirements Analysis
Education
University of California, Irvine
Bachelor of Arts
BattleBards LLC September 2014 - Present
Audio Catch LLC October 2010 - Present
Admissonado LLC September 2011 - Present
IntelliTime Systems Corporation July 2013 - September 2014
ForeSight Systems LLC November 2004 - December 2012
State Street 2004 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Product Design, Disruptive Technologies, Video Games, B2B, Computer Hardware, Entrepreneurship, Product Development, Marketing, Manufacturing, Management Consulting, Competitive Analysis, Start-ups
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration, Entrepreneurial Management 2009
University of California, Los Angeles 2000 — 2003
Bachelor of Arts, Business Economics
Deloitte June 2014 - August 2014
State Street April 2014 - June 2014
Woodland Joint Unified School District September 2011 - February 2014
Delta Sigma Pi May 2013 - January 2014
Samsung October 2013 - November 2013
Morgan Stanley June 2013 - September 2013
Blue Moon Cafe & Karaoke June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, C++, English, C, Team Leadership, Data Analysis, Event Planning, Social Networking, Time Management
Education
University of California, Davis 2010 — 2015
Bachelor of Science (BS), Managerial Economics, 3.88/4.00
UC Davis 2010 — 2014
Bachelor of Science (BS), Mathematics, 3.00/4.00
State Street May 2014 - May 2015
State Street July 2013 - May 2014
State Street October 2012 - July 2013
Opening Doors, Inc. March 2011 - June 2012
Woodland Joint Unified School District February 2009 - June 2012
Skills
Research, Microsoft Office, Excel Pivot, VBA, Client Relations Skills, Financial Analysis, PowerPoint, Russian, Ukrainian, Fixed Income, Options, Bulgarian, Statistical Modeling, Statistical Data..., Microsoft Word, Bloomberg, Reuters 3000, Money Market, Microsoft Excel, Analysis, Customer Service, Finance, Data Analysis
Education
University of California, Davis - Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Davis 2008 — 2012
Bachelor of Arts (BA) with Honors, Economics, International Relations, Statistics, GPA: 3.9
SS&C GlobeOp March 2015 - Present
Modern Pharaoh Company September 2013 - Present
State Street January 2014 - March 2015
California Department of Developmental Services September 2010 - December 2013
Association of Citizens and Friends of Liberia February 2012 - February 2013
Major League Soccer January 2008 - December 2008
Skills
Analysis, Auditing, Microsoft Office, Research, Budgets, Accounting, Financial Analysis, Nonprofits, Management, Project Management, Accounts Receivable, Teamwork, Building Relationships, Strategic Thinking, Visual Basic
Education
University of California, Santa Cruz 2003 — 2007
Bachelors of Art, Business Management Economics
State Street May 2015 - Present
Orange County Produce Llc June 2013 - September 2013
Skills
Economics, International Relations, Business Development, History, Political Science, Financial Analysis
Education
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs
University of California, Davis 2012 — 2016
Bachelor's degree, Economics
EY June 2015 - August 2015
Delta Sigma Pi December 2014 - June 2015
State Street October 2014 - December 2014
Kaiser Permanente June 2014 - September 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Morgan Stanley September 2012 - December 2012
San Francisco Dept. of Public Health: Community of Behavioral Health Center June 2010 - August 2010
Skills
Event Planning, Team Management, Leadership, Critical Thinking, Finance, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Investments, Portfolio Management, Accounting
Education
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Managerial Economics
Abraham Lincoln High School 2007 — 2011
High School Diploma
LifeMed ID, Inc October 2014 - Present
State Street July 2013 - October 2014
ASUCD Coffee House September 2010 - June 2013
Skills
Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Time Management, Event Planning, Teamwork
Education
University of California, Davis 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
Certent, Inc. May 2015 - Present
Information Systems Management November 2014 - May 2015
Active 20-30 Club of Greater Sacramento #1032 July 2011 - July 2014
State Street January 2008 - July 2014
State Street July 2007 - July 2014
Investors Bank and Trust January 2002 - June 2007
Barclays Global Investors November 1997 - December 2001
Skills
Project Management, Relationship Management, Financial Services, Management, Community Outreach, Securities, Equities, Fund Accounting, Fixed Income, Corporate Actions, Mutual Funds, Non-profit Leadership, Fundraising, Team Building, Business Analysis, Middle Office, Event Planning, Asset Management, Non-profit Volunteer, Risk Management, Budgets, Change Management, Non-profit..., Derivatives, Back Office, Hedge Funds, Business Strategy, Strategic Planning, Fundraisers, Public Speaking, Bloomberg, Manage Client..., Client Liaison, Securities Lending, Alternative Investments, Client Presentation, Requirements Analysis, Account Reconciliation, Leadership Development..., CRM, G/L Reconciliations, Employee Training, Client Relations, Risk Analysis, Microsoft Office
Education
University of California, Santa Barbara
Bachelor of Arts, Economics, Emphasis in Accounting
Student Computing Services(UCR) March 2014 - Present
State Street June 2015 - September 2015
Central Middle School April 2012 - February 2014
Skills
C++, C, Algorithms, Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
University of California, Riverside 2011 — 2015
Bachelor of Science (B.S.), Business Informatics
PepsiCo March 2015 - Present
Experian July 2014 - March 2015
Experian January 2014 - July 2014
Experian July 2013 - January 2014
Experian January 2013 - July 2013
Experian July 2012 - January 2013
UC Irvine May 2011 - June 2012
University of California, Irvine March 2009 - June 2012
Merage Undergraduate Student Association March 2011 - March 2012
State Street June 2011 - August 2011
Skills
Public Speaking, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Research, Social Networking, Mandarin, Community Outreach, Fundraising, Spanish, SPSS, Customer Service, Data Analysis, Social Media Marketing, Chinese, Mac OS X, Leadership, Accounting, Management, Event Management, Marketing, Analysis, Finance
Education
University of California, Irvine 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General; Minor in French Language
University of California, Irvine - The Paul Merage School of Business 2008 — 2012
B.A., Business Administration: Emphases in Accounting and Finance
Université de Bordeaux IV - Michel Montesquieu 2010 — 2010
License, Economics, Business
Polaris Wealth Advisers, LLC August 2012 - Present
Polaris Equity Management January 2010 - August 2012
State Street October 2008 - December 2009
Skills
Portfolio Management, Fixed Income, Asset Managment, Investments, Strategic Financial..., Securities, Investment Strategies, Derivatives, Risk Management, Equities, Alternative Investments, Mutual Funds, Financial Services, Bonds, Wealth Management, Trading, Financial Advisory, Finance, Hedge Funds
Education
University of California, Davis 2004 — 2008
BA, Economics
2015 Level II Candidate in the CFA Program
The Cheat Sheet May 2015 - Present
The Cheat Sheet December 2013 - May 2015
The Cheat Sheet September 2011 - December 2013
State Street May 2008 - September 2011
Skills
Personal Finance, Creative Writing, Finance, Journalism, Report Writing, Team Leadership, Stock Market, Value Investing, Editing, Social Media, Content Strategy, SEO, Proofreading, WordPress
Education
University of Central Missouri
Bachelor’s Degree, Finance
AT&T Mobility April 2013 - Present
AT&T May 2010 - April 2013
AT&T Mobility September 2008 - May 2010
Intertape Polymer Group September 2006 - September 2008
Executive Compensation Group February 2006 - August 2006
Significant Wealth Management 2005 - 2006
The Bank of New York 2004 - 2005
State Street February 2002 - August 2003
Morgan Stanley 2001 - 2002
Skills
Competitive Analysis, Pricing, CO-PA, Analysis, Pricing Strategy, Business Strategy, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Project Management, Written & Oral..., Persuasive Presentations, Team Leadership, Corporate Finance, Fund Accounting, Estate Planning, Life Insurance, Equity Capital Markets, Customer Retention, Customer Acquisition, Customer Analysis, Strategic Planning, Investments, Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Vendor Management, Access, Analytics, Pricing Analysis, P&L Management, Variance Analysis, Strategy, Mergers & Acquisitions, Finance, Business Planning, Product Management, Capital Budgeting, Executive Management, Managerial Finance, Business Process..., Financial Forecasting, Telecommunications, Strategic Partnerships, Business Case, Income Statement
Education
University of Notre Dame - Mendoza College of Business 2007 — 2007
Masters Certificate, Leadership and Management
University of Central Florida 1995 — 1999
Bachelor Science Business Administration, Finance, General
Escambia High School 1991 — 1995
BlackRock September 2013 - Present
Nuveen Investments May 2011 - August 2013
State Street January 2009 - May 2011
Kentucky World Trade Center September 2008 - December 2008
Alaska Trade Office, Taipei World Trade Center May 2008 - June 2008
US Army January 2002 - January 2004
Skills
Trading, Fixed Income, Bloomberg, FX Options, Equities, Options, Securities, Bonds, Middle Office, Commodity, Settlement, Financial Services, Management, Analysis, Swaps
Education
UCLA 2012 — 2013
Certificate, Applications Programming Certificate
University of Louisville
BS, Business Management and Entrepreneurship
Velociti Inc. July 2014 - Present
Reece & Nichols Realtors February 2013 - October 2014
State Street January 2014 - July 2014
Reece & Nichols Realtors August 2012 - September 2013
Reece & Nichols Realtors June 2012 - August 2012
Lowe's Home Improvement March 2009 - April 2012
Skills
Customer Service, Leadership, Economic Development, Real Estate, Business Development, Microsoft Office, Social Media Marketing, Financial Analysis, Economic Policy, Econometric Modeling, Stata, Monetary Theory, Marketing Strategy, Time Management, Social Networking, Selling, Monetary Policy, Economic Research, Strategic Planning, Video Production, Video Editing, Legal Procedures, Contract Law, Legal Writing, NPV, DCF Valuation, IRR, Account Management, Sales
Education
University of Missouri-Kansas City 2012 — 2013
Master of Arts (M.A.), Economics
University of Central Missouri 2007 — 2012
Bachelor of Science (BSc), Business Administration-Economics
University of Central Missouri 2007 — 2012
Bachelor of Science (B.Sc.), Criminal Justice
e.Republic, Inc. March 2014 - Present
e.Republic, Inc. September 2012 - March 2014
Lowry & Associates, Inc. May 2012 - September 2012
State Street August 2010 - April 2012
Kutia Nixon Enterprises, LLC May 2010 - August 2010
LPL September 2006 - August 2007
Skills
Email Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Marketing, Salesforce.com, Strategy, Social Media Marketing, Online Marketing, Social Media
Education
University of California, San Diego 2002 — 2006
Bachelor's degree, General Linguistics
Folsom Lake College 2009 — 2010
Certificate in Advanced Accounting, Accounting
SSB January 2014 - Present
State Street October 2012 - January 2014
UC Davis Ice Hockey September 2012 - December 2013
FIG Partners January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Client Co-ordination, Outlook
Education
UC Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
MetLife July 2013 - Present
Futuregrowth Asset Management May 2010 - August 2011
State Street July 2007 - April 2010
Standard Bank November 2005 - January 2006
Skills
Fixed Income Valuation, Credit Risk Reporting, Account Reconciliation, Database Management, Fixed Income, Valuation, Financial Analysis, Financial Statements, Accounting, Trend Analysis
Education
University of Cape Town
Bachelor of Science, Statistics
CyberCoders October 2007 - Present
Marquee Staffing February 2007 - September 2007
Robert Half Finance & Accounting February 2006 - January 2007
State Street October 2003 - January 2006
Skills
New Business Development, Technical Recruiting, Client Relationship..., Engineering, Contract Recruitment, Petrochemical, Executive Search, Talent Acquisition, Staffing Services, Recruiting, Management, Temporary Placement, Account Management, Sourcing, Permanent Placement, Applicant Tracking..., Business Development, CRM, Screening, Screening Resumes, Contract Negotiation, College Recruiting, Benefits Negotiation, Temporary Staffing, Negotiation, Start-ups, Consulting, Interviews, Staff Augmentation, Marketing, Information Technology, SDLC, Talent Management, Internet Recruiting, Training, Vendor Management, Employee Relations, Sales, Manufacturing, Cold Calling, Onboarding, Networking, Building Relationships, Personnel Management, Hiring, Human Resources, Leadership, PeopleSoft, Team Leadership, Resume Writing
Education
University of California, San Diego 1999 — 2003
BA, Economics; Emphasis in Corporate Finance and Business
Epiq Systems August 2014 - Present
ADP 2013 - 2014
State Street 2010 - 2013
Federal Reserve System 2008 - 2010
DST Systems 2006 - 2008
JP Morgan Chase 2004 - 2006
Skills
PeopleSoft, Applicant Tracking..., Talent Acquisition, HRIS, Recruiting, Payroll, Business Objects, Cognos, Taleo, Training, Onboarding, Project Management, Consulting, Process Improvement, Interviews, Integration, Software Implementation, Building Relationships, HR Metrics, Talent Management..., Best Practices, Workday
Education
University of Central Missouri 2000 — 2004
BSBA, Management
Fort Osage
James Marta & Company July 2014 - Present
James Marta & Company September 2012 - July 2014
State Street August 2010 - September 2012
Skills
Financial Reporting, Accounting, Financial Accounting, General Ledger, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Auditing
Education
University of California, Santa Barbara 2008 — 2010
Bachelor's degree, Business/Managerial Economics
University of California, Davis
Business/Managerial Economics
PRO Unlimited March 2015 - Present
Oracle January 2014 - March 2015
Oracle March 2013 - December 2013
State Street February 2012 - March 2013
Wells Fargo October 2010 - February 2012
Soares, Sandall, Bernacchi, & Petrovich January 2010 - April 2010
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics with an emphasis in Accounting
Folsom High School
State Street August 2015 - Present
WilmerHale March 2010 - August 2015
Greater Boston Legal Services October 2009 - March 2010
United States District Court August 2008 - November 2008
WilmerHale May 2008 - August 2008
California Court of Appeal May 2007 - August 2007
Charles River Associates July 2004 - July 2006
Skills
Litigation, Commercial Litigation, Securities Litigation, Intellectual Property, Legal Research, Patent Litigation, Legal Writing, Civil Litigation, Antitrust Law, Securities Regulation, Competition Law, Mediation, Corporate Law, Class Actions
Education
University of California, Hastings College of the Law 2006 — 2009
Juris Doctor (J.D.), Law
Wellesley College 2000 — 2004
BA, Economics
University of Oxford 2003 — 2003
PPE (Philosophy, Politics, and Economics)
Monta Vista High School 1996 — 2000
State Street July 2011 - October 2012
UC Davis July 2008 - June 2011
Morgan Stanley October 2010 - December 2010
Davis Dollars March 2010 - June 2010
California Head Start Association October 2009 - March 2010
Skills
Excel, Microsoft Word, PowerPoint, Economics, Statistics, Microsoft Office, Outlook
Education
University of California, Davis 2007 — 2011
B.A., Economics
comScore, Inc. July 2015 - Present
State Street September 2013 - June 2015
BR Funsten & Tom Duffy Co. June 2013 - September 2013
UC Merced July 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Data Analysis, Analysis, Statistics, Outlook, Access, Project Management, Customer Service, Windows, Public Speaking, Team Leadership, Budgets, SQL, VBA, Bloomberg Terminal
Education
University of California, Merced 2009 — 2013
Bachelor of Arts (BA), Economics
State Street March 2015 - Present
State Street Bank November 2013 - March 2015
State Street Bank March 2013 - November 2013
State Street Bank May 2012 - March 2013
State Street Bank August 2011 - May 2012
State Street Bank May 2010 - September 2010
Mayor Menino Campaign September 2009 - October 2009
Oculus Technologies Inc July 2008 - October 2008
Marks and Spencer Plc January 2007 - January 2008
Skills
Business Strategy, Internal Controls, Change Management, BPMN, Business Process..., Process Engineering, Strategic Vision, Operational Risk, Solution Implementation, Architectural Design, Operational Efficiency, Analysis, Strategy, Capital Markets, Management, Financial Services
Education
University of Cambridge 2010 — 2011
MPhil, International Relations
University of York 2006 — 2009
First Class BA (Hons), English and Related Literature
Western Asset Management September 2006 - Present
State Street January 2004 - May 2006
Capital Group May 1999 - January 2004
Skills
Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Derivatives, Bonds, Business Requirements, Financial Services, Business Process, Management, Securities, Risk Management, SDLC, Alternative Investments, Options, Credit Derivatives, Bloomberg Terminal, Process Improvement, Project Management, Swaps, Analysis, Settlement, Requirements Analysis, SQL, Sybase, Vendor Management, Leadership, Equities, Business Intelligence, Financial Modeling, Swap, Asset Managment, SWIFT messages, Portfolio Management, Interest Rate..., CDS, Investments, FpML, SWIFT payments, Asset Management, Visio, FX Options, Corporate Actions, CRM, Middle Office
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
MBA
University of California, Los Angeles 1992 — 1997
BA, Economics
US Bank February 2011 - Present
Bank of America January 2005 - February 2011
State Street May 2003 - December 2004
David Taussig & Associates June 2000 - March 2003
Skills
Financial Modeling, Financial Analysis, Fixed Income, Bonds, Compliance, Public Finance, Bloomberg, Structured Finance, MBS, Securitization, Excel, Access, CMBS, RMBS, Securities, Banking, Capital Markets
Education
University of California, San Diego 1995 — 2000
BA, Economics
DeVry University April 2010 - Present
State Street April 2009 - Present
Westfall GMC Truck August 2007 - February 2010
QC Holdings May 2004 - July 2007
Skills
Accounting, Microsoft Office, Account Reconciliation, Accounts Payable, Customer Service, Training, Financial Analysis, Budgets, Access, Outlook, Microsoft Excel, Accounts Receivable, Microsoft Word, Team Building
Education
Walden University 2013 — 2015
Doctoral Student, Accounting
Keller Graduate School 2007 — 2009
2009, Accounting
DeVry University 2003 — 2007
Bachelors, Accounting
Central Missouri State University 1980 — 1984
BS, Mass Communications
Den-Mat Holdings, LLC September 2009 - Present
BiggerBoat July 2008 - January 2009
Authenticlick, Inc. 2006 - 2008
ARC Investment Partners 2004 - 2006
State Street 2002 - 2004
Education
University of Redlands 2007 — 2009
MBA, Economics, Marketing, Corporate Leadership, Finance
University of California, Irvine 1998 — 2002
BA, Social Science, Management
State Street June 2013 - Present
Cite Consulting April 2012 - November 2012
SABMiller April 2010 - November 2011
SABMiller April 2007 - March 2010
SABMiller September 2005 - March 2007
Global Alliance Insurance July 2003 - June 2005
Skills
Outsourcing, Shared Services, IT Procurement, Network & Telecoms..., Application Development..., Software License..., Data Center Sourcing, Emerging Markets, Global Sourcing, Global Contract..., Professional Services, IT Sourcing, Managed Services, Third Party Vendor..., Commercial Management, Outsourced Solutions, Contract Management, Supplier Negotiation, Change Management, Business Process..., Management, Management Consulting, Strategy, Consulting
Education
University of London 2011 — 2012
Postgraduate Certificate in Laws, Commercial and Corporate Law
University of Cape Town 1998 — 2002
Business Science (Finance), Majors: Economics and Finance. Honours: Finance
VSP Global September 2014 - Present
Sutter Health June 2013 - September 2014
State Street November 2011 - January 2013
State Street July 2007 - November 2011
Investors Bank & Trust March 2003 - July 2007
Investors Bank & Trust June 2001 - February 2003
E*TRADE Financial November 2000 - May 2001
Barclays Global Investors July 1998 - November 2000
Skills
Employee Relations, Employee Benefits, Performance Management, Recruiting, Employee Engagement, Talent Management, Human Resources, Talent Acquisition, Onboarding, Benefits Administration, HR Policies, Process Improvement, College Recruiting, Training, Coaching, Succession Planning, Leadership Development, Organizational..., Management, Strategic Planning, Interviews, Leadership, HR Consulting, Hiring, Deferred Compensation, Personnel Management, Conflict Resolution, Policy, Temporary Placement, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters
State Street Unix AdministratorMindspeed1995 - 2007
Conexant 1998 - 2001
Rockwell Semiconductor 1997 - 2000
Education
University of California, Irvine 1995 — 1998
The TCW Group May 2013 - Present
State Street April 2001 - May 2012
The Ayco Company, L.P. (A Goldman Sachs Company) 1997 - 2001
Skills
Fixed Income, Derivatives, Mutual Funds, Equities, Corporate Actions, Securities, Middle Office, Asset Managment, Bonds, Settlement, Business Analysis, Bloomberg, Research, Risk Management, Financial Services, Valuation, Auditing, Analysis, Asset Management
Education
University of California, Irvine 1990 — 1994
Bachelor of Arts
State Street April 2015 - Present
State Street September 2007 - April 2015
State Street April 2006 - September 2007
Investors Bank & Trust October 2004 - April 2006
Investors Bank & Trust November 2001 - October 2004
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fund Administration, Fixed Income, Equities, Securities, Middle Office, Corporate Actions, Hedge Funds, Alternative Investments
Education
University of California, Davis 1999 — 2001
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Milwaukee 1997 — 1999
State Street August 2009 - Present
Education
University of California, Irvine 2002 — 2006
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank July 2012 - April 2013
Barclays Capital April 2011 - July 2012
State Street June 2008 - April 2011
Levin Consulting April 2006 - June 2008
Skills
Swaps, FX Options, Risk Management, Collateral Management, Strategic Planning, Bloomberg, Fixed Income, Derivatives, Credit Derivatives, Middle Office, Bonds, Bloomberg Terminal, Securities, Interest Rate..., Asset Management, CDS, Credit, Marketing Strategy, Relationship Management
Education
University of California, Irvine 2004 — 2008
B.S., Business Economics & Management
State Street October 2002 - Present
Education
University of California, Riverside 1997 — 2001
Oracle March 2013 - Present
Oracle August 2010 - March 2013
State Street October 2007 - August 2010
Skills
Business Analysis, Salesforce.com, Business Intelligence, SaaS, Enterprise Software, CRM, Forecasting, Account Management, Process Improvement, Solution Selling, Analytics, PeopleSoft, Management, Analysis, Cloud Computing, Sales Operations, Oracle Applications, Vendor Management, ERP, Business Development, Microsoft Excel, Account Reconciliation
Education
University of California, San Diego 2003 — 2007
BS, Management Science
State Street 2007 - Present
Strikepoint Trading May 2004 - September 2007
Skills
Derivatives, Bloomberg, Fixed Income, Equities, Investments, Microsoft Excel, Portfolio Management
Education
University of California, Irvine 1999 — 2003
Certent Formerly Equity Administration Solutions, Inc. (EASi) April 2014 - Present
Dominion Enterprises January 2013 - March 2014
Dominion Enterprises February 2011 - January 2013
State Street May 2008 - February 2009
CIS data June 2006 - May 2008
Dollar Thrifty Automotive Group 2004 - 2006
Dollar Thrifty Automotive Group 2004 - 2006
Skills
Troubleshooting, Databases, Management, CRM, Microsoft Excel, Account Management, Customer Service, Lead Generation, SaaS, Salesforce.com
Education
University of California, Davis 1998 — 2006
state street Fiduciary SpecialistStandard Bank Private ClientsJuly 2009 - Present
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Derivatives, Portfolio Management, Hedge Funds, Financial Services, Global Custody, Securities, Fund Accounting, Middle Office, Alternative Investments, Investments, Fund Administration
Education
University of Cape Town 1991 — 1996
Circle Automotive Group May 2011 - Present
Duncan McIntosh Co., Inc. July 2010 - May 2011
IKON Office Solutions February 2009 - February 2010
State Street May 2008 - February 2009
Saleen, Inc. September 2006 - March 2008
STILLEN, Steve Millen Sportparts Inc. June 2006 - September 2006
University of California, Irvine October 2005 - June 2006
Skills
Inventory Management, Database Management, Ad Hoc Reporting, Social Media Marketing, Graphic Design, Data Analysis, Computer Literate, Outstanding Customer..., Eager To Learn, Challenges, Multitasker, Database Admin, Microsoft Office, Public Relations, Customer Service, Microsoft Excel, Automotive, CPOE, Marketing, Email Marketing, Budgets, Vehicles, Sales Management, Sales, Advertising, Online Advertising, Marketing Strategy, Motorsports, Customer Satisfaction, Customer Retention, Management, Purchasing, Leadership, Microsoft Word, Outlook
Education
University of California, Irvine 2002 — 2006
B.A., Sociology, Minor in Management
Notre Dame High School 1998 — 2002
State Street January 2014 - Present
State Street March 2011 - January 2014
State Street December 2009 - March 2011
State Street February 2002 - December 2009
Skills
Derivatives, Swaps, Collateral Management, Middle Office, Bloomberg, Options, FX, Fixed Income, Equity Derivatives, Credit Derivatives, Electronic Trading, Interest Rate..., Process Improvement, Analysis, Structured Products, Risk Mitigation, Back Office, Securities, Risk Management, Mutual Funds, Hedge Funds, Global Custody, Financial Services, FX Options, Equities, Trading Systems
Education
University of California, Irvine 1992 — 1997
Yale New Haven Health Systems January 2011 - Present
State Street May 2001 - September 2010
ExecuTrain 1995 - 2001
Skills
Epic Systems, Training Needs Analysis, Training, Software Documentation, Project Management, Employee Training, Course Creation, Process Improvement, Business Analysis, Course Management, E-Learning, Social Media, Visio, Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint, Visual Basic, VBA, HTML, Arbortext Epic, Analysis, Software Development
Education
University of California, Irvine
English
State Street September 2014 - Present
Quantal International October 2000 - September 2014
ta engineering 1999 - 2000
Skills
OLAP, Hadoop, RDBMS, Data Warehouse...
Education
University of California, Davis 1996 — 1999
electrical engineering
Square 1 Bank February 2014 - Present
EY September 2013 - February 2014
Square 1 Bank April 2010 - May 2012
Square 1 Bank October 2009 - April 2010
State Street March 2009 - August 2009
Skills
Financial Modeling, Business Strategy, Due Diligence, Valuation, Strategy, Corporate Finance, Financial Analysis, Venture Capital, Finance, Private Equity, Mergers & Acquisitions, Portfolio Management
Education
University of North Carolina at Chapel Hill 2012 — 2013
Master of Accounting, Accounting
University of California, San Diego 2004 — 2008
BS, Biochemistry and Cell Biology
Mellon Capital Management April 2013 - April 2015
Mellon Capital Management May 2008 - April 2013
TIAA-CREF September 2006 - May 2008
State Street January 2004 - June 2006
Education
University of California, Davis 1998 — 2002
State Street 2001 - Present
Conexant 1997 - March 2001
Skills
Solaris, Perl, RedHat, Security, Veritas Cluster Server, Scripting, Veritas, Unix, System Administration, Shell Scripting, Linux
Education
University of California, Irvine 1995 — 1998
B.A., Social Science
State Street IMS March 2007 - Present
State Street March 2007 - August 2011
TOKYOPOP Inc June 2006 - March 2007
Wells Fargo Financial October 2004 - June 2005
Skills
Bloomberg, Investments, Mutual Funds, Bloomberg Terminal, Bonds, Fixed Income, Derivatives, Fund Accounting, Asset Managment, Financial Modeling, Loans, Asset Allocation, Financial Analysis, Corporate Actions, Alternative Investments
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics & Economics
University of California, Los Angeles
Degree: Bachelor of Science, Mathematics and Economics
Crunchyroll April 2008 - Present
State Street August 2004 - February 2008
University of California, Irvine June 2001 - June 2004
Motorola June 2003 - September 2003
Skills
PHP, PHPUnit, Symfony Framework, SQL, MySQL, Python, Java, Linux, Git, CSS, JavaScript, REST, HTML, ActionScript, Subversion, Algorithms, Software Development, Agile Methodologies, Scrum, Computer Science, Mobile Applications, Distributed Systems, Payments, Recurring Billing, Payment Card Processing, PCI DSS, Compliance PCI, Paypal Integration, Web Development, Software Engineering, XML, jQuery, User Interface Design, Programming, Mobile Devices, Anti-fraud, Anti-piracy
Education
University of California, Irvine 2000 — 2004
B.S., Information and Computer Science
California Academy of Mathematics and Science
High School
State Street Trade OperationsState Street
Skills
Fixed Income, Bloomberg, Equities, Hedge Funds, Trade Operations, Mutual Funds, Securities
Education
University of California, Davis 2002 — 2006
Talonvest Capital April 2012 - Present
SDS Consulting, Inc. March 2009 - Present
Buchanan Street Partners November 2004 - March 2009
State Street April 2003 - November 2004
Skills
Market Research, Investments, Financial Modeling, Due Diligence, Real Estate
Education
University of California, Santa Barbara 1997 — 2001
Esperanza High School
ClearSlide January 2015 - Present
ClearSlide June 2012 - December 2014
ClearSlide December 2011 - May 2012
State Street May 2010 - December 2011
CalPERS May 2008 - December 2008
ASUCD Unitrans October 2007 - June 2008
Skills
Financial Analysis, Financial Reporting, Revenue Recognition, Managerial Finance, Accounts Payable, Payroll, Microsoft Excel, PowerPoint, Business Operations, SaaS, Forecasting, Accounts Receivable, Accounting, Financial Modeling
Education
UC Davis 2005 — 2009
Bachelor of Science (B.S.), Managerial Economics, Honors
UC Davis 2005 — 2009
Bachelor of Arts (B.A.), Psychology, Honors
State Street February 2015 - Present
State Street October 2012 - Present
State Street December 2010 - October 2012
Purrfect Pets June 2008 - December 2011
SageView Advisory Group January 2010 - December 2010
Scherer Crossing Townhome Owners Association September 2008 - June 2009
Fred Pryor Seminars & CareerTrack February 2007 - August 2007
Price Brothers March 2006 - January 2007
Applebee's October 2005 - February 2006
Scenicworks, Inc February 2004 - August 2005
Skills
Access, Marketing, Microsoft Excel, Investments, Microsoft Office, Forecasting, Banking, Analysis, Budgets, Outlook, QuickBooks, Management, Finance
Education
University of Central Missouri 2007 — 2009
Bachelor of Science in Business Administration, Finance
University of Central Missouri 1999 — 2003
Bachelor of Fine Arts, Technical Theatre
University of Central Missouri
Bachelor of Science, Business Administration; Finance
BlackRock January 2014 - Present
BlackRock March 2011 - January 2014
BlackRock August 2009 - March 2011
State Street June 2006 - August 2009
Skills
ETFs, Fixed Income, Derivatives, Bloomberg, Reuters, Microsoft Office, VBA, BlackRock Aladdin
Education
University of California, Davis 2002 — 2006
BA, Economics, Communications
Capital Group April 2015 - Present
Capital Group July 2013 - Present
Capital Group June 2012 - July 2013
Capital Group August 2011 - June 2012
State Street February 2011 - August 2011
Strikepoint Trading December 2004 - May 2007
Pacific Exchange Business Brokers May 2004 - December 2004
Skills
Investments, Finance, Mutual Funds, Customer Service, Marketing, Trading, Derivatives, Salesforce.com, Asset Management, Equities, Options, Microsoft Excel, Financial Services, Bloomberg Terminal, Factset, Process Improvement, Analysis
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, MBA
University of California, Irvine 1999 — 2003
BA, International Studies
Argus Health Systems, Inc. September 2010 - Present
Argus Health Systems July 2009 - July 2009
State Street 2003 - 2009
State Street 2001 - 2003
DST Systems 1997 - 2001
DST Systems 1993 - 1997
DST Systems 1986 - 1993
Skills
DB2, SQL, Testing, TSO, Software Documentation, Business Analysis, Leadership, Databases, JCL, Mainframe, Programming, Agile Methodologies, Software Development, Integration, MS Project, Management, Vendor Management, Security, Analysis, Data Warehousing, CICS, Visio, Strategy, COBOL, Project Management, VSAM, Requirements Gathering, Requirements Analysis, SharePoint, Software Project..., SDLC, Process Improvement, Visual Basic, Java Enterprise Edition, Training, Fileaid
Education
University of Central Missouri 1982 — 1986
BSBA, Computer Information Systems
Andersen Tax August 2013 - Present
Andersen Tax June 2012 - August 2012
U.S. Department of Labor May 2011 - August 2011
State Street August 2008 - July 2010
Education
University of California, Hastings College of the Law 2010 — 2013
J.D.
Wellesley College 2004 — 2008
B.A., Political Science
AMC Theatres July 2012 - Present
KPMG October 2008 - July 2012
State Street 2006 - 2006
Skills
Tax, Corporate Tax, Microsoft Office, CPA, Accounting, Big 4, Tax Research, Tax Accounting, Financial Reporting
Education
University of Central Missouri 2003 — 2008
Masters, Accounting, Taxation
State Street October 1998 - Present
Education
University of California, Davis 1994 — 1998
Bachelors of Economics, Economics, Literature
PIMCO October 2014 - Present
State Street July 2011 - October 2014
State Street August 2009 - June 2011
State Street July 2007 - August 2009
State Street February 2006 - July 2007
Education
University of California, Los Angeles
Bachelor's degree, Economics
CareTrust REIT June 2015 - Present
Discover Financial Services March 2015 - June 2015
Discover Financial Services July 2013 - March 2015
Discover Financial Services February 2012 - July 2013
C.K Cooper & Co. 2011 - 2011
State Street 2010 - 2011
Wells Fargo Bank 2009 - 2010
Keller Williams Realty 2008 - 2009
America's Mortgage Specialists 2006 - 2008
Skills
Financial Analysis, Finance, Analysis, Management, Banking, Risk Management, Budgets, Project Management, P&L Forecasting, P&L Analysis, Financial Forecasting
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Riverside
Bachelor of Arts, Economics (Finance)
City National Rochdale March 2014 - Present
City National Bank November 2010 - February 2014
State Street July 2007 - October 2010
California State Automobile Association (AAA) March 2007 - July 2007
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, MarketAxess, Fixed Income Portfolio..., Money Market Funds, BondEdge, Tradeweb
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
Cuneo, Lawson, Shay & Staley January 2015 - Present
State Street June 2011 - January 2015
Skills
Accounting, Financial Reporting, Financial Analysis, Forecasting, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Budgets, Analysis
Education
Rockhurst University 2011 — 2013
Masters in Business Administration, Accounting
Central Missouri State University 2007 — 2011
Bachelor of Business Administration, Accounting
Stern Brothers & Co. June 2013 - Present
Wedbush Securities June 2008 - June 2013
UBS Investment Bank May 2006 - November 2007
State Street November 2002 - June 2006
Skills
Fixed Income, Bonds, Financial Analysis, Series 7, Public Finance, Financial Structuring, Bloomberg Terminal, Series 63, Financial Modeling, Investment Banking
Education
University of California, San Diego 1994 — 1999
Economics
UC Riverside
State Street 2003 - Present
Deutsche Bank 1999 - 2003
Bankers Trust Company 1992 - 1999
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
PIMCO 2011 - Present
State Street June 2008 - February 2011
Capital Group April 2007 - June 2008
Skills
Bloomberg, Fixed Income, Investments, Securities, Microsoft Office, Financial Analysis, Financial Services
Education
University of California, Irvine 2003 — 2007
B.A, Economics, Minor in Management
Deloitte December 2014 - Present
Barclays September 2012 - June 2014
Union Bank March 2011 - August 2012
State Street March 2008 - March 2011
Harvey & Company LLC June 2007 - March 2008
Skills
Bloomberg, Financial Services, CRM, Fixed Income, Derivatives, Trading, Securities, Investment Banking, Asset Management, Middle Office, Analysis, Back Office, Credit, Settlement, Relationship Management, Treasury, Account Reconciliation, Loans, Management, Asset Allocation, Business Process, Banking, Portfolio Management, Business Development, Sales, Investment Management
Education
UC Irvine 2004 — 2007
Bachelor of Arts, Business Economics
University of California, Irvine
Bachelors of Arts Business Economics
Charles Schwab Investment Management June 2011 - Present
State Street 2008 - 2010
Loomis, Sayles & Company 2006 - 2008
State Street Research 2003 - 2005
Payden & Rygel 1996 - 2001
Mellon Capital Management 1994 - 1996
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of California, Los Angeles 1979 — 1984
B.S., Engneering
J.P. Morgan June 2011 - Present
Deutsche Bank April 2008 - Present
State Street October 2007 - April 2008
Education
University of California, Irvine 2003 — 2007
Bachelors, International Studies
Larsen Bookkeeping and Financial Consulting August 2011 - Present
State Street September 2006 - August 2011
Education
University of Missouri-Kansas City 2008 — 2011
Masters of Science, Accounting
University of Central Missouri 2002 — 2006
Bachelor of Science in Business Administration, Finance
BlackRock August 2013 - Present
State Street November 2011 - August 2013
LogixData 2010 - 2010
The Chugh Firm July 2008 - September 2008
Skills
CRM, Market Research, Bloomberg, Microsoft Excel, Accounting, Corporate Law, Business Intelligence, Software Documentation, Financial Analysis
Education
University of California, Riverside 2007 — 2011
B.A., Economics/Administrative Studies
EVHS
Self July 2015 - Present
IBM April 2012 - July 2015
State Street February 2008 - May 2012
DST Systems May 1988 - November 2007
Computer Sciences Corporation 2000 - 2002
Skills
Disaster Recovery, z/OS, Storage Management, Storage, SDLC, Data Center, Mainframe, Tape, Dasd, Unix, JCL, Vendor Management, Visio, DB2, VMware, TSO, Troubleshooting, ITIL, CICS, IT Management, Business Analysis, IBM Mainframe, Project Management
Education
Webster University 2007 — 2011
Masters Business Administration, Business Administration and Management
Webster University 2002 — 2007
Bachelor of Arts, Management
Central Missouri State University 1981 — 1985
BS, Computer Science and Mathematics
PwC September 2013 - Present
State Street March 2011 - August 2013
G3 Enterprises June 2009 - September 2009
Education
University of California, Santa Barbara 2006 — 2010
B.A, Business Economics; an Emphasis in Accounting
Missouri Assistive Technology November 2013 - Present
State Street July 2001 - December 2010
DST Systems February 1988 - July 2001
Waddell & Reed June 1986 - January 1988
Education
University of Central Missouri 1982 — 1986
Bachelor of Science, Computer Information Systems
Groupon March 2012 - Present
BeyondCore July 2011 - February 2012
State Street June 2010 - August 2010
UC Irvine September 2009 - June 2010
UC Irvine September 2009 - May 2010
UC Irvine September 2008 - December 2008
North American Cinemas June 2006 - August 2006
Lodi High School January 2006 - May 2006
Skills
JavaScript, MySQL, Java, Software Design, CSS, PHP, Ruby on Rails, Linux, Ruby, HTML 5, HTML, Java Enterprise Edition, Programming, ActionScript, Flex, Node.js, Shell Scripting, Eclipse, Python, XML, Git, Agile Methodologies, Software Engineering, SQL
Education
University of California, Irvine 2006 — 2011
Bachelor of Science, Informatics
Lodi High School 2002 — 2006
GED
Elkhorn Elementary School 1996 — 2002
Citco Fund Services November 2012 - Present
Nintai, LLC. January 2011 - November 2012
State Street January 2008 - May 2009
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
CalPERS March 2015 - Present
California State Board of Equalization July 2013 - February 2015
State Street July 2011 - June 2013
Securities America Advisors, Inc. September 2010 - March 2011
Navion Financial Advisors, LLC August 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Education
University of California, Davis
Bachelor of Arts, Economics
State Street September 2012 - Present
UBS Financial Services March 2011 - July 2012
Transportation & Distribution Services, UC March 2009 - March 2012
Merrill Lynch April 2010 - March 2011
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Business Economics, Anthropology & Minor in Management, 3.721
State Street February 2003 - March 2011
Skills
Windows Server, Technical Support,..., Risk Management, Management, Training, Portfolio Management, Banking, Investments, Financial Services, Time Management, Financial Risk, Research, Fund Accounting, Bloomberg, Mutual Funds, Statistics, Financial Analysis, Fixed Income, Financial Reporting, Equities, Hedge Funds, Fund Administration, CCNA
Education
New horizons Computer Learning Center 2012 — 2013
Certificates, Information Technology
UCI 1998 — 2001
Bachelor of Science (BS), Mathematics and minor in Computer Science
State Street April 2013 - Present
Office of the Governor, CaliforniaVolunteers January 2012 - April 2013
California Gaming Consultants March 2007 - December 2011
Phoenix Casino and Lounge May 2005 - January 2006
Copeland's Sports June 2001 - April 2004
Skills
Management, Strategy, Budgets, Policy, Finance, Nonprofits, Research, Financial Analysis, Administration, Data Analysis, Analysis, Leadership, Team Leadership, Strategic Planning, Project Management, Program Management, Marketing, Public Speaking
Education
University of California, Davis - Graduate School of Management 2011 — 2014
Masters of Business Administration, Investment Finance
California State University, Sacramento 2007 — 2008
Bachelors of Science - Business Administration - Finance and International Business, Finance and International Business
Suture Express June 2012 - November 2012
Suture Express November 2006 - May 2012
State Street July 1996 - November 2006
Skills
Leadership, Financial Analysis, Process Improvement, Sales, Accounting, Business Analysis, Analysis, Corporate Finance, Data Analysis, Operations Management, Microsoft Office, Forecasting, Financial Reporting, Strategic Planning, Revenue Cycle, Budgets, Team Building, Software Documentation, Financial Operations, Vendor Management, Microsoft Excel, Cross-functional Team..., Team Leadership, Hospitals, Project Management, Financial Forecasting, Mergers & Acquisitions, Financial Statements, Internal Controls, External Audit, Accounts Receivable, Accounts Payable, Sales Operations, Payroll, Employee Benefits, Inventory Management, Purchasing
Education
University of Central Missouri
Bachelor's Degree, Accounting
State Street 2004 - 2011
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration
Surplus Line Association of California August 2014 - Present
State Street June 2011 - Present
Hertz March 2010 - June 2011
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, Financial Statements, Accounts Payable, Microsoft Excel, Accruals, Financial Accounting, Fund Accounting, Cash Management, Finance
Education
University of California, Santa Cruz
Charles Schwab Medical TranscriptionistTranscription UnlimitedNovember 2004 - August 2006
State Street September 1998 - November 2004
Skills
Mutual Funds, ETFs, Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Investments, Securities
Education
Central Missouri State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Blue Springs High School 1989 — 1992
State Street July 2014 - Present
State Street November 2012 - July 2014
UC Irvine December 2011 - September 2012
Woodbridge Village Association June 2007 - June 2012
Skills
Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Research, Data Analysis, Email Marketing, Teamwork, Interviews, Outlook, Customer Service, Teaching, Public Speaking, Leadership, Staff Development, Social Networking, Social Media, Conflict Management, MBS, UST, Interest Rate Swaps, Total Return Swaps, Swaps
Education
UCI 2008 — 2012
Bachelor's Degree, Business/Managerial Economics
State Street November 2012 - Present
State Street January 2011 - November 2012
State Street February 2009 - January 2011
Cedar Fair Entertainment Company May 2008 - November 2008
Cedar Fair Entertainment Company May 2007 - November 2007
Skills
Accounting, Financial Accounting, Financial Reporting
Education
University of Central Missouri 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Aurora Bank FSB 2006 - 2012
State Street February 2003 - May 2006
Skills
Problem Solving, Customer Service, Data Analysis, Microsoft Office, Financial Reporting, Economics, Writing, Account Reconciliation, Banking
Education
UCI 1995 — 1999
Bachelor of Arts (B.A.), Economics
State Street June 2013 - Present
University of Central Missouri August 2011 - May 2013
City of Warrensburg, MO May 2011 - July 2011
Skills
Invoicing, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, Credit, Payments
Education
Central Missouri State University 2009 — 2013
Bachelor of Science (BS), Accounting
University of Central Lancashire 2011 — 2011
BlackRock May 2009 - Present
State Street 2003 - 2009
Skills
Equities, Bloomberg, Mutual Funds, Asset Management, Derivatives, Portfolio Management, Investments, ETFs, Chartered Financial..., Portfolio Optimization
Education
UC Davis Graduate School of Management 2008 — 2012
Master of Business Administration (MBA)
UC Davis 2001 — 2003
Bachelor's degree, Managerial Economics
East Nicolaus High
State Street December 2014 - Present
UCSF December 2013 - May 2014
UCSF Medical Center September 2013 - December 2013
Christine J.J. Chao March 2013 - July 2013
Education
University of California, Davis 2008 — 2012
Bachelor of Science (BS), Mathematics