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
Bridgewater Associates October 2008 - Present
JP Morgan Chase May 2005 - September 2008
State Street September 2004 - May 2005
Education
The University of Connecticut 2000 — 2004
Bachelor of Science in Business Administration, Finance and Economics
State Street September 2014 - Present
State Street Bank May 2013 - Present
Pottawattamie County July 2012 - August 2012
YMCA May 2010 - August 2011
Skills
Pricing, Futures, Options, Bloomberg, Reuters, PAM for Securities, PFI, Time Value of Money, Equities, Fixed Income, Corporate Finance, Financial Analysis, Microsoft Office, Derivatives, Swaps, Client Relations Skills
Education
University of Central Missouri 2009 — 2013
Bachelor's Degree, Finance, General
MFS Investment Management March 2013 - Present
MFS Investment Management January 2011 - February 2013
State Street September 2009 - December 2010
State Street June 2008 - September 2009
Skills
Microsoft Office, Adobe Creative Suite, Bloomberg
Education
The University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics
BISHOP FEEHAN HIGH SCHOOL
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - August 2007
Investors Bank & Trust May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Reconciliations, Work from Home, Time Management, Priority Management, Customer Service, Responsibility, Hardworker, Teamwork, Morale, Training New Employees, Transfer Agency, Money Transfer, Account Reconciliation, Securities
Education
The University of Connecticut 2007 — 2010
Bachelor's, Psychology
Saint John's University 2006 — 2007
Xaverian Brother's High School 2002 — 2006
Morgan, Lewis & Bockius LLP March 2015 - Present
KPMG US October 2012 - February 2015
State Street June 2010 - August 2012
KPMG US June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Auditing, Public Speaking, Management
Education
University of Delaware 2008 — 2012
Honors Bachelor of Science (BS), Accounting and Finance
State Street December 2012 - Present
State Street March 2012 - December 2012
Commerce Bank December 2008 - March 2012
Take 2 Production October 2007 - January 2008
Coldwell Banker All American Realty June 2001 - August 2004
Skills
Computer Skills, Microsoft Office, Excel, Word, PowerPoint, Final Cut Pro, Mac OS X, Windows, Adobe Photoshop, Photography, Video Editing, Photo Editing, Retail Banking, Financial Accounting, Marketing, Teamwork, Finance, Banking, Outlook, Customer Service, Advertising, Financial Analysis, Graphic Design
Education
Central Missouri State University 2003 — 2007
Bachelors of Science In Business Administration, Marketing
State Street October 2013 - Present
State Street January 2010 - October 2013
State Street March 2008 - January 2010
Investors Bank & Trust May 2005 - March 2008
Skills
Fund Accounting, ETFs, Mutual Funds, Microsoft Excel, Visual Basic, Management, Equities, Process Improvement, Financial Services, Risk Management, Bloomberg
Education
The University of Connecticut 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Tolland High School 1998 — 2002
HedgeServ January 2014 - Present
State Street December 2012 - December 2013
AppNexus June 2012 - August 2012
Prosky & Rosenfeld LLP CPA June 2011 - August 2011
Delaware Earned Income Tax Credit Campaign January 2011 - April 2011
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Financial Accounting, Bloomberg, Microsoft Excel, Accounting, Financial Modeling, Social Media, Auditing
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Accounting
State Street May 2015 - Present
Citizens Financial Group May 2014 - May 2015
Deutsche Bank September 2013 - May 2014
Adecco Group May 2013 - September 2013
Adecco Group May 2011 - May 2013
Executive Office of the Governor, Office of the General Counsel August 2012 - December 2012
4th Circuit Court of Florida May 2011 - August 2011
Jacksonville Area Legal Aid, Inc. January 2011 - April 2011
Skills
Legal Issues, Litigation, Legal Writing, Litigation Support, Courts, Depositions, Document Review, Westlaw, Legal Advice, Legal Research, Securities, Licensing, Corporate Law
Education
University of Florida - Fredric G. Levin College of Law
Doctor of Law (J.D.) (cum laude)
University of Florida
Bachelor of Science (B.S.), Food and Resource Economics
State Street January 2015 - Present
BuysideFX July 2012 - September 2014
State Street Bank August 2010 - July 2012
Progress Software - Apama Division 2007 - August 2010
Power Control Solutions, LLC. 2003 - 2007
Valaran Corporation 2000 - 2003
DataTrend Information Systems 1998 - 2000
Hewlett-Packard 1995 - 1998
Skills
Software Development, SaaS, Product Management, Enterprise Software, Agile Methodologies, Cloud Computing, Start-ups, Business Intelligence, Enterprise Architecture, EAI, Software Project..., SOA, Java, IT Strategy, Business Analysis, Integration, Requirements Analysis, Agile Project Management, SQL, SDLC, Oracle, Distributed Systems, Solution Architecture, Data Warehousing, Architecture, Databases, Unix, Telecommunications, Strategy, Project Management, Pre-sales, Software Design, Consulting, FX Options, CEP, Electronic Trading..., Architectures, UNIX
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Denver 1984 — 1988
BA, Economics
State Street Global Markets May 2013 - Present
State Street February 2011 - May 2013
Eagle Asset Management August 2007 - December 2010
Skills
Investments, Equities, Financial Statement..., Cash Management, Financial Modeling, Financial Analysis, Securities, Asset Managment
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters, Business Administration
University of South Florida-St. Petersburg 2007 — 2010
Bachelor of Science, Economics, International Business (minor)
wolfson high
State Street December 2014 - Present
Robert Half September 2014 - November 2014
Managing Matters Inc. May 2013 - August 2013
Managing Matters Inc. May 2012 - August 2012
Inventa May 2012 - August 2012
Kidbits Educational Products May 2010 - June 2012
Inventa May 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Research, Leadership, Time Management, Event Planning, Team Leadership, Data Analysis, Strategic Planning, Management, Financial Analysis, Accounting, Budgets, Payroll, Event Management, QuickBooks, Marketing, Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, Financial Accounting, Auditing, Bookkeeping, Financial Statements
Education
University of Guelph 2010 — 2014
Bachelor of Commerce (BComm), Accounting
State Street March 2015 - Present
BBVA Compass December 2013 - February 2015
Skills
Data Warehousing, Oracle PL/SQL..., C++, C, Linux, Perl, Java, Oracle, SQL Tuning, PL/SQL, Crystal Reports, Oracle Reports, Data Structures, Eclipse, Software Engineering, Visual Studio, Operating Systems, Artificial Intelligence, iOS, Android, Data Mining, Android Development, TCP/IP, Embedded Systems, Oracle E-Business Suite, Data Migration, Query Optimization, Oracle Enterprise..., C/C++, Android SDK, andr, Xcode, Compiler Construction, Wireshark, OS X, SQL, Oracle Forms, Oracle Applications, Oracle Discoverer, HP-UX, MySQL, Business Analysis, Database Design, Unix, Programming, Team Management, Requirements Analysis, Shell Scripting
Education
University of Florida 2012 — 2014
Master's Degree, Computer Engineering
NIT Hamirpur 2006 — 2010
Bachelor's Degree, Computer Science, 7.43/10
State Street July 2014 - Present
True Value Company August 2011 - September 2014
Shelter Distribution April 2008 - October 2009
Cintas June 2006 - April 2008
Skills
Management, Inventory Control, Microsoft Office, Project Coordination, Project Delivery, Warehouse Management, Warehousing, Supervisory Skills, Accounting, Budgets, Business Analysis, Inventory Management, Sales, Six Sigma, Team Leadership, Training
Education
Central Missouri State University 2011 — 2013
Master of Business Administration (MBA), Accounting
Central Missouri State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
State Street June 2015 - Present
Terry College of Business 2013 - May 2015
JPM Marketing LLC June 2012 - May 2015
Strategic Risk Solutions June 2014 - August 2014
State Mutual Insurance Company July 2012 - August 2013
State Mutual Insurance Company July 2011 - August 2013
State Mutual Insurance Company June 2010 - June 2011
Skills
Financial Analysis, Insurance, Sales, Customer Service, Business Planning, New Business Development, Finance, Business Analysis, Captives, Start-up Ventures, Venture Capital, Health Insurance, Adobe Creative Suite, Life Insurance, Account Management
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), Finance & Risk Management, 3.93/4.00
University of Georgia - Terry College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate-cum laude, 3.56 / 4.0
Broadscope Fund Administrators October 2011 - Present
State Street 2007 - 2009
Palmeri Fund Administrators 1991 - 2009
Merrill Lynch July 1980 - June 1991
EY June 1977 - July 1980
Skills
Private Equity, Fund Of Funds, Alternative Investments, Fund Administration, Venture Capital, LBO, Executive Management, Valuation, Mutual Funds, Due Diligence, Corporate Development, Equities, Asset Management, Fund Accounting, Auditing, Management, Mergers & Acquisitions
Education
NYU Stern School of Business 1982 — 1986
MBA, Marketing and Finance
University of Dayton 1973 — 1977
Bachelor of Science, Accounting, Finance
Charles River Associates August 2013 - Present
Wesleyan University September 2011 - December 2012
State Street June 2012 - August 2012
Wesleyan University May 2012 - May 2012
Wesleyan University January 2012 - May 2012
SIG June 2011 - July 2011
SIG June 2010 - August 2010
The Landing Restaurant June 2009 - August 2009
The Boston Globe June 2008 - July 2008
Skills
Data Analysis, Microsoft Excel, Economics, Econometrics, Statistics, PowerPoint, VBA, Stata, SAS, Mathematical Modeling, Programming, Java, SML, ML, ArcGIS, Python, SQL
Education
Wesleyan University 2010 — 2013
Bachelor of Arts, Math-Economics and Government, Certificate: International Relations
University of Denver 2009 — 2010
Bachelor of Arts, International Studies
State Street October 2014 - Present
EY January 2013 - October 2014
Saddle River Valley Bank May 2012 - September 2012
FinPro, Inc. October 2011 - May 2012
FinPro, Inc. January 2010 - September 2011
FinPro, Inc. November 2006 - December 2010
Skills
ALM, Excel, Data Manipulation, Economics, Financial Analysis, Series 63, Series 79, Banking, Interest Rate Risk..., Financial Modeling, Risk Management, Enterprise Risk..., Strategic Planning, Liquidity Risk, Intraday Liquidity
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S., Econmics, Math
Ridge High School 1998 — 2002
Crescent Park Capital LLC 2014 - 2014
State Street 2012 - 2013
State Street Bank 2010 - 2012
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Financial Modeling, Derivatives, Mutual Funds, Portfolio Management, Investments, Financial Services, Securities, Valuation, Hedge Funds
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Investment Banking
University of Guelph 2004 — 2008
Bachelor of Commerce (BCom)
Deutsche Bank May 2000 - January 2011
STATE STREET 1995 - 1998
Bank of Boston 1989 - 1996
Skills
Strategic Planning, Change Management, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Client Service, Team Building, Six Sigma, Securities, Corporate Actions, Bonds, Debt, Escrow, Banking
Education
University of Colorado at Boulder 1982 — 1988
BA, English Literature
Lexmark Enterprise Software October 2010 - Present
DST Systems February 2008 - October 2010
YRC Worldwide Technologies 2006 - 2008
State Street December 2003 - February 2006
Education
University of Central Missouri 1998 — 2003
UBS March 2014 - Present
SPCARBON November 2012 - February 2014
State Street 2005 - 2011
Ivy Helix 2003 - 2005
Trade Tek 2001 - 2003
Skills
Equities, Equity Derivatives, Swaps, Trading, FX Options, Investments, Commodity, Middle Office, Settlement, Back Office, Analysis, Trading Strategies, CDS, Pricing, Fixed Income
Education
University of Colorado at Boulder 1998 — 2003
Bachelor's degree, Economics
NNHS
Bain & Company November 2014 - Present
Thermo Fisher Scientific July 2014 - November 2014
Thermo Fisher Scientific August 2012 - July 2014
Wellesley College September 2009 - May 2012
Life Technologies May 2011 - August 2011
International Labour Organization (ILO) September 2010 - December 2010
State Street June 2010 - August 2010
State Street June 2010 - August 2010
Skills
Problem Solving, Data Analysis, Customer Relations, Economics, Statistics, Analysis, Stata, Writing, Outlook, Microsoft Word, Microsoft Office, Team Leadership, Microsoft Excel, Budgets, PowerPoint, Policy Analysis, Qualitative Research, Financial Analysis
Education
Wellesley College 2008 — 2012
BA, Economics
University of Geneva 2010 — 2011
State Street June 2014 - August 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Lacoste June 2011 - August 2011
Polo Jeans April 2010 - August 2010
Skills
MS Office, Customer Service, Microsoft Excel, Invoicing, Microsoft Office, Sales
Education
The University of Connecticut 2011 — 2015
Business Administration and Management, General
Xaverian Brothers High School 2007 — 2011
High School Diploma, Academic Studies
Dazlar January 2014 - Present
The Hartford October 2014 - February 2015
WellPoint April 2013 - December 2013
UnitedHealth Group January 2013 - April 2013
Duke University March 2012 - November 2012
State Street October 2011 - March 2012
GSS Infotech January 2009 - May 2010
The Hartford January 2008 - December 2008
Synexta Technologies February 2007 - January 2008
Skills
Business Analysis, Program Management, Mergers, Risk Management, Project Management, Portfolio Management, Project Portfolio..., SDLC, Management Consulting, Business Strategy, Process Improvement, Valuation, Strategic Planning, Investments, Change Management, Financial Analysis, Software Project..., PMP, Relationship Management, Start-ups, IT Strategy, Mergers & Acquisitions, Strategy, Entrepreneurship, Analysis, Leadership, Negotiation, Enterprise Software, Consulting, PMO, Business Process..., Business Intelligence, Executive Management, Vendor Management, Finance, Investment Banking, Team Management, Management, Money, Cross-functional Team..., Product Management, Prime Brokerage, Team Leadership, Investors, Capital Markets, Requirements Gathering, Competitive Analysis, Brokers, Integration, Business Development
Education
University of Essex 1998 — 1999
MSc/PGD, Computer Sc
Harvard University (Extension School)
Management & Finance
State Street April 2015 - Present
State Street July 2014 - April 2015
E.L. Harvey & Sons March 2014 - July 2014
Davy December 2013 - March 2014
E.L. Harvey & Sons May 2012 - August 2013
E.L. Harvey & Sons May 2011 - January 2012
Skills
Social Media, Sales, People-oriented, Advertising, Social Media Marketing, Microsoft Office, Highly Ambitious, Product Marketing, Marketing Strategy, Cold Calling Experience, Mobile Applications, Motivation, Determination to Succeed, Challenge Driven, Overcoming Challenges, Microsoft Excel, Strategic Planning, Social Marketing, Time Management, Efficent, Analytical Skills, Marketing Research, Computer/Technical..., Flexibility, Adaptability, Interpersonal Skill, Multicultural..., Project Planning, Organization, Organizational..., Reasoning Skills, Honesty, Integrity, Tenacity, Team Building, Dependable Team Player, Positive Team Player, Passion for Success, Passion for Helping..., Committed to..., Self-confidence, Self Management, Willingness to learn, Knowledge Discovery
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Saint John's High School 2005 — 2009
GW&K Investment Management June 2015 - Present
GW&K Investment Management June 2014 - June 2015
GW&K Investment Management May 2013 - June 2014
Marylou's Coffee June 2009 - April 2013
Computer Aid, Inc. September 2011 - May 2012
State Street June 2011 - August 2011
Oasis Environmental Contracting Services, Inc. June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel
Education
University of Delaware 2008 — 2012
BACHELOR OF SCIENCE; Bachelors, FINANCE; 2012
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
State Street October 2014 - Present
Deloitte September 2010 - September 2014
Goodness Grows 2006 - 2010
Skills
Teamwork, Big 4, Corporate Finance, Customer Service, Enterprise Risk..., Mutual Funds
Education
The University of Connecticut 2006 — 2010
BS in Business Administration, Accounting
State Street April 2011 - Present
PNC Financial Services Group May 1999 - January 2010
PFPC Trust Company (PNC) February 1997 - May 1999
Citibank November 1996 - February 1997
JP Morgan July 1993 - November 1996
American Guantee & Trust Co. July 1992 - July 1993
Bank of Delaware (PNC) May 1990 - July 1992
Skills
Middle Office, Fixed Income, Equities, FX, Corporate Actions, Coaching, Transaction Management
Education
University of Delaware 1985 — 1990
BA
Cannon Financial Institute 2000 — 2000
Certificate
Salesianum 1981 — 1985
Diploma
Grove Street Advisors September 2014 - Present
State Street November 2013 - September 2014
State Street August 2012 - November 2013
University of Connecticut September 2010 - June 2012
Ballard Institute and Museum of Puppetry September 2009 - June 2012
Skills
Account Reconciliation, Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Bloomberg, Sunguard, SEI Trust 3000
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
Groton-Dunstable Regional High School 2004 — 2008
High School Diploma
J.P. Morgan May 2014 - September 2015
State Street April 2013 - March 2014
J.P. Morgan May 2012 - March 2013
J.P. Morgan June 2011 - May 2012
AllianceBernstein January 2005 - June 2011
Skills
Derivatives, Collateral Management, Fixed Income, Financial Services, Equities, Capital Markets, Options, Risk Management, Alternative Investments, Portfolio Management
Education
University of Delaware 2000 — 2004
Sapient February 2014 - Present
State Street March 2013 - January 2014
State Street May 2012 - February 2013
Cristo Rey Boston High School August 2011 - May 2012
University of Colorado Boulder January 2009 - May 2011
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science (BS), Business - Finance
UNSW 2010 — 2010
International Business
State Street April 2014 - Present
U.S. Bank May 2013 - April 2014
State Street August 2011 - May 2013
Pragmatech Sound Corporation June 2010 - August 2011
Skills
Fund Accounting, Bloomberg, Reconciliations, ETFs, Accounting, Account Reconciliation, Financial Statements, Internal Audit, Financial Analysis, Mutual Funds, Hedge Funds, Fixed Income, Equities, Morningstar, Securities, Derivatives, Bonds, Bloomberg Terminal, Investments, Asset Managment, Asset Allocation, Financial Modeling, Financial Markets, Options, Microsoft Excel, Pivot Tables, Vlookup, QuickBooks, SQL, Access, Total Return Swaps, Swaps, Futures Trading, NAV, Hlookups, Collateral Management, REIT, Preferred Stock, Corporate Actions, Stock Trading, Spin-offs, GIPS Compliance, FTP, Visual Basic, Economics, Corporate Finance, CDO, Loans, CLO, Finance
Education
University of Connecticut
Bachelor’s Degree, Economics
2016 Level II Candidate in the CFA Program
State Street Bank March 2011 - Present
State Street 2009 - 2010
State Street Bank 2008 - 2009
State Street Bank 2006 - 2009
State Street Bank 2000 - 2006
Skills
Securities, Business Analysis, Cross-functional Team..., Risk Management, Project Management, Management, Project Planning, Problem Solving, Solution Implementation, Budgets, Mutual Funds, Bloomberg, Equities, Fixed Income, Financial Services, Process Improvement, Asset Managment, Banking, Investments, Portfolio Management, Relationship Management, Leadership, Visio, Change Management, Microsoft Excel, SDLC, Business Process..., Business Transformation, Operations Management, Access, Customer Service, Analysis, Vendor Management, Financial Analysis, Finance
Education
University of Toronto 2012 — 2012
Agile Project Management
University of Guelph
Honours Bachelors of Commerce, Finance
John Hancock Investments July 2011 - Present
John Hancock Financial Services June 2010 - July 2011
State Street November 2009 - June 2010
State Street March 2005 - March 2009
State Street September 2001 - March 2005
State Street March 1999 - September 2001
State Street April 1998 - March 1999
State Street March 1997 - April 1998
Skills
Staff Management, Performance Attribution, Performance Measurement, Factset, Excel, Attribution, Morningstar, Vizio, Securities, Equities, Management, Bloomberg, Fixed Income Analysis, Financial Markets, Fixed Income, Microsoft Excel, Investments, Leadership, Fund Accounting, Investment Strategies, Derivatives, Mutual Funds, Financial Services, Asset Allocation, Financial Analysis, Analytics, Financial Risk, Analysis
Education
The University of Connecticut 1988 — 1992
BA, Communications Sciences
State Street August 2015 - Present
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2010 - December 2011
Iron Mountain April 2007 - September 2010
PricewaterhouseCoopers May 2003 - April 2007
PricewaterhouseCoopers September 1999 - May 2003
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, Information Security, Internal Controls, Information Technology, Sarbanes-Oxley, Auditing, Business Process, Enterprise Risk..., SAS70, Security, Management, Analysis, Risk Assessment, Finance, Risk Management
Education
University of Connecticut 1991 — 1996
BA, Sociology, Political Science
The ALS Association January 2014 - Present
The ALS Association February 2012 - January 2014
State Street February 2005 - February 2012
Kansas City Royals 1995 - 2004
Skills
Public Speaking, Media Relations, Non-profits, Event Planning, Recruiting, Fundraising, Public Relations, Press Releases, Nonprofits, Marketing Strategy, Event Management, Marketing, Insurance, Sponsorship, Social Media, Coaching, Strategic Planning, Social Media Marketing, Community Outreach, Social Networking, Volunteer Management, Community Development, Management, Sales, Customer Service, Leadership, Budgets, Newsletters
Education
University of Central Missouri 1992 — 1995
Bachelor of Science, Communications
University of Central Missouri
Bachelor of Science (B.S.)
State Street December 2014 - Present
KPMG LLP August 2005 - November 2014
Ascend New England 2012 - 2012
Ascend 2010 - 2012
John Hancock/Manulife April 2004 - July 2005
Ameritrade/Tradecast Division October 2000 - March 2003
NOAA January 1992 - August 2000
Skills
System Development, IT Audit, Sarbanes-Oxley Act, PMP, CISA, Business Process..., Financial Risk, Risk Management, Internal Controls, Management, Security, IT Operations, Auditing, Consulting, Internal Audit, Risk Assessment, Business Analysis, Information Technology, COBIT, Analysis, Governance, Disaster Recovery, SAS70
Education
University of Colorado Boulder 1989 — 1992
MS, Civil Engineering
University of Mississippi 1986 — 1989
BSc, Civil Engineering
Dana-Farber Cancer Institute June 2015 - Present
Dana-Farber Cancer Institute October 2013 - June 2015
State Street April 2013 - October 2013
State Street May 2012 - April 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Financial Reporting, Finance, VBA, Forecasting, PowerPoint, PeopleSoft Financial, Project Management, Bloomberg, Stata, Econometrics, Accounting, Microsoft Word
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Economics
State Street May 2015 - Present
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Business Management and Administration, Legal Studies, Merchandising
Paris American Academy 2011 — 2011
Paris, France
Swiss School of Tourism and Hospitality 2009 — 2009
Chur, Switzerland
International School of Advanced Education (SIAF) 2009 — 2009
Volterra, Province of Pisa, Italy, Hospitality Administration/Management
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
State Street June 2014 - August 2014
Bank of China International January 2014 - January 2014
Bank of Communications New York brank June 2013 - August 2013
Societe Generale June 2012 - June 2012
Citi June 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Access, Travel Planning, Event Planning, Teamwork, Photography, Oil Painting, Sketching, Performing Chinese talk..., MC for gala
Education
The University of Connecticut 2011 — 2015
State Street February 2012 - Present
State Street September 2011 - February 2012
University of Colorado at Boulder June 2010 - July 2010
Wells Fargo June 2007 - September 2007
Education
University of Colorado at Boulder 2005 — 2011
Bachelor of Arts (B.A.), Economics
Proprietary Capital 2012 - Present
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2006 - 2008
State Street 2003 - 2006
Skills
MBS, Agency MBS, Bloomberg, Intex Desktop, LPS
Education
University of Denver
Bachelor of Science (BS), Finance, General
360i September 2015 - Present
State Street February 2015 - September 2015
William Vitacco Associates May 2014 - August 2014
C.H Hausmann & C.O. March 2014 - April 2014
Skills
Leadership, Peer Mentoring, Microsoft Office, Minitab Software, Access, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Statistics, Financial Analysis, Research, Social Networking, Market Research, Teamwork, Public Speaking, Social Media, Time Management, Critical Thinking, Analysis, Team Leadership, Economics, Inventory Management, Data Entry, Team Building, Financial Modeling, Customer Service
Education
University of Connecticut 2011 — 2014
Bachelor’s Degree, Economics, December 2014 Graduate (1 semester early)
Institute at Palazzo Rucellai 2013 — 2013
Italian Studies
Just Go Climb June 2014 - Present
Maxime Salon September 2011 - Present
State Street August 2013 - May 2014
Balance Studio June 2012 - August 2013
Side Door Salon November 2010 - August 2011
Skills
Rock Climbing, Brand Development, Videography, Video Editing, Video Production, Photography, Photo Editing, Lightroom, QuickBooks, Payroll, Budgets, Bookkeeping, Bank Reconciliation, Leadership, Account Reconciliation, Small Business, Financial Statements, Microsoft Excel, Financial Accounting, Accounting, GAAP
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Junior
University of Colorado Boulder 2009 — 2010
UBS Global Asset Management November 2014 - Present
Larch Lane Advisors LLC February 2013 - November 2014
Larch Lane Advisors LLC November 2010 - February 2013
State Street October 2008 - November 2010
Education
The University of Connecticut
Finance
FourPoint Energy, LLC April 2015 - Present
University of Colorado Boulder January 2014 - December 2014
Rice University July 2014 - August 2014
University of Colorado Boulder February 2014 - May 2014
University of Colorado Boulder May 2013 - May 2013
TransFirst March 2012 - December 2012
State Street March 2010 - April 2011
Skills
Geology, Analysis, Data Analysis, Report Writing, Geophysics, Field Work, Risk Management, Matlab, Microsoft Excel, Economics, Financial Risk, Banking, Financial Analysis, Portfolio Management, Credit, Valuation, Financial Modeling, Microsoft Office, Management
Education
University of Colorado Boulder 2013 — 2014
Bachelor of Arts (BA), Geophysics
Westfield State College 2005 — 2009
Bachelor of Science (BS), Business, Economics
State Street June 2015 - Present
University of Oxford July 2014 - August 2014
Education
University of Georgia - Terry College of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
Tiger Group, LLC May 2014 - Present
Bainco International Investors January 2014 - March 2014
State Street August 2012 - December 2013
Northwestern Mutual Financial Network May 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Social Media, Investments, Accounting, Bloomberg, Bloomberg Terminal, Sales, Teamwork, Financial Modeling, Valuation, Leveraged Finance, Buyouts, Finance, Mergers
Education
Investment Banking Institute 2013 — 2013
The University of Connecticut 2008 — 2012
Bachelor of Science
Cushing Academy 2004 — 2008
High School Diploma 2008
Prince Lobel Tye LLP July 2015 - Present
Tufankjian, McDonald, Welch & Sacchitella December 2014 - January 2015
State Street June 2014 - August 2014
State Street June 2013 - August 2013
Skills
Legal Writing, Microsoft Excel, Legal Assistance, Speech Writing, Microsoft Office, Social Media, Social Networking, Customer Service, Networking, Organization, Time Management, Research, Government, American History, English, Economics, Friendly Personality, Success Driven
Education
University of Delaware 2011 — 2015
Bachelor's degree, Political Science
Norwell High School 2007 — 2011
BroadcastMed March 2015 - Present
Marketing Consultant December 2013 - March 2015
Northstar On-Site Imaging March 2011 - December 2013
NeuroLogica December 2008 - April 2010
ZipWall September 2006 - December 2008
State Street March 2005 - October 2006
Red Bull January 2000 - August 2006
ESPN January 2003 - January 2004
Skills
President experienced..., Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Product Development, Trade Shows, New Business Development, New Business..., Lead Generation, Web Design, Web Development, Web Marketing, Event Management, Sales Management, Project Management, Management, Advertising, Change Management, Digital Marketing, Email Marketing, Market Research, Marketing, Medical Devices, Online Advertising, Product Launch, Public Relations, Sales, Social Media Marketing, Strategic Planning, Account Management, Leadership, Cross-functional Team..., Sales Operations, Strategy, Healthcare, Customer Service, Social Media, Business Development, Event Planning, Competitive Analysis, Microsoft Excel, Online Marketing
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.) Dual Degree, English Language and Literature, General and Communications Processes with a Minor in Business Admin
University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
University of Connecticut 2000 — 2004
Minor, Business, Management, Marketing, and Related Support Services
Wayfair November 2013 - Present
Michael Page- US September 2009 - November 2013
State Street November 2007 - January 2009
Skills
Executive Search, Recruiting, Finance, Technical Recruiting, Sourcing, Business Development, Permanent Placement, Management, Contract Recruitment, Interviews, Talent Acquisition, Human Resources, Recruitment Advertising, Time Management, Temporary Staffing, E-commerce, Financial Services
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics
Make Me Famous 2013 - Present
State Street November 2013 - August 2014
Marketing Werks July 2012 - August 2012
Family Management Corporation June 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Research, Outlook, Public Speaking, Microsoft Word, Windows, Editing, Access, Microsoft Excel, English, Photoshop, Bloomberg, Multi-Currency Horizon, Social Media
Education
University of Delaware 2009 — 2013
BA in Economics, Minor in Spanish
State Street September 2015 - Present
State Street June 2015 - Present
The University of Maine January 2014 - Present
Coveside Restaurant and Marina May 2007 - Present
Skills
Finance, Management, Microsoft Excel
Education
University of Maine 2013 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Senior
University of Connecticut 2011 — 2012
State Street June 2003 - April 2014
PALTEL Telecommunication Co. 1998 - 2001
Skills
Project Management, Quantitative Analytics, Equity Trading, Six Sigma, Auditing, Microsoft Excel, GAAP, Bloomberg, Fixed Income, Mutual Funds, Derivatives, Equities, Accounting, Capital Markets, Process Improvement, Financial Services, Fund Accounting, Finance, Investments, Account Reconciliation
Education
Kaplan Schweser 2012 — 2013
CFA level 1
Rath & Strong Management Consultants 2009 — 2009
Lean Six Sigma Green Belt, Project Management
University of Delaware 2000 — 2004
Bachelor Degree, Accounting
University of Bethlehem 1998 — 2000
CPA/Education, CPA/Education
AN-NAJAH National University 1994 — 1998
Bachelor, Accounting and Business Administration
State Street January 2012 - Present
State Street March 2011 - January 2012
State Street June 2008 - March 2011
State Street June 2007 - June 2008
State Street August 2006 - June 2007
RE/MAX Landmark August 2004 - August 2006
Skills
Investments, Mutual Funds, Accounting, Bloomberg, Financial Analysis, Fixed Income, Securities
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Real Estate Finance and Urban Economics
Walpole High School 1996 — 2000
Fidelity Investments May 2013 - Present
State Street Global Advisors 2005 - April 2013
State Street Global Advisors September 2005 - February 2008
State Street Bank October 2002 - September 2005
State Street November 1999 - October 2002
State Street September 1998 - November 1999
JPMorgan Chase November 1997 - September 1998
JPMorgan Chase 1997 - 1997
State Street 1996 - 1997
State Street 1994 - 1996
Skills
Quality Assurance, SDLC, Software Quality..., Test Automation, Process Improvement, Test Management, Testing, Test Strategy, Team Management, Business Continuity, Test Planning, Requirements Analysis, Quality Center, Business Analysis, Software Project..., Project Management, QTP, Regression Testing, Test Cases
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Thomaston High School 1986 — 1989
Citizens Commercial Banking January 2008 - Present
State Street November 2004 - January 2008
Bank of America December 2003 - November 2004
Fleet Bank June 2000 - December 2003
Skills
Financial Risk, Risk Management, Banking, Financial Analysis, Operational Risk..., Credit, Internal Audit, Operational Risk, Financial Services, Credit Analysis, Sarbanes-Oxley Act, Credit Risk, AML, Auditing, Internal Controls, Enterprise Risk..., Loans, Commercial Lending, Commercial Banking, Portfolio Management, Retail Banking, Treasury Management
Education
University of Connecticut 1996 — 2000
BS, Finance
Nuance Communications January 2015 - Present
Blue Cross Blue Shield of Massachusetts November 2013 - January 2015
LeapFrog Systems April 2010 - January 2015
Fidelity Investments April 2010 - November 2013
State Street April 2008 - April 2010
State Street January 2005 - April 2008
State Street September 2002 - January 2005
Computer Sciences Corporation August 1998 - August 2002
C.W. Costello & Associates, Inc June 1993 - July 1998
Skills
Software Project..., Unix, Financial Services, Business Analysis, SDLC, Oracle, Consulting, Requirements Gathering, Requirements Analysis, IT Strategy, Integration, Agile Methodologies, Scrum, Business Process, Testing, Project Management
Education
University of Connecticut 1988 — 1993
B.S in Management Information Systems
Tolland High School 1984 — 1988
Nuance U
Nuance U
Nuance U
Nuance U
Nuance U
Cerner corporation June 2005 - Present
State Street 2003 - 2005
Education
University of Central Missouri 1999 — 2003
State Street April 2008 - Present
Fidelity Investments November 1996 - August 2004
Skills
Unix, SDLC, Agile Methodologies, SOA, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Software Development
Education
University of Colorado at Boulder 1983 — 1987
AT&T Mobility Marks AdministratorDeutsche Bank2001 - 2003
State Street 2001 - 2003
First American National Bank 1988 - 2001
AmSouth Bank 1988 - 2001
Skills
Telecommunications, Vendor Management, Project Management, Cellular Communications, Wireless, Account Management, Call Centers, Product Management, Management, CDMA
Education
University of Colorado Boulder 1978 — 1985
John F Kennedy High School 1975 — 1978
State Street September 2011 - Present
Wilmington Trust June 2010 - September 2011
Wilmington Trust Company January 2007 - June 2010
PFPC 2005 - 2007
Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Mutual Funds
Education
Wilmington University 2008 — 2010
MBA, Management Information Systems
University of Delaware - Lerner College of Business and Economics 2000 — 2005
BS, Finance and Operations Management
State Street Global Advisors (SSgA) March 2011 - Present
State Street May 2009 - March 2011
JPMorgan Chase February 2008 - May 2009
Gryphon Networks May 2007 - 2008
International Business Machines May 2006 - August 2006
Education
The University of Connecticut 2003 — 2007
BA, Economics
Langley High School 1999 — 2003
Webster Bank January 2010 - Present
Sovereign Bank August 2004 - February 2009
BankBoston 1990 - 1999
State Street 1980 - 1990
State Street 1980 - 1990
Skills
Cash Management, Leadership, Financial Analysis, Commercial Lending, Nonprofits, Team Building, Loans, Commercial Banking, Commercial Real Estate, Real Estate, Small Business Lending, Asset Based Lending, New Business Development, Mortgage Lending, Credit Risk, Lines Of Credit, Strategic Planning, Business Development, Credit, Credit Analysis, Mergers & Acquisitions, Portfolio Management, Consumer Lending, Sales, Banking, Mortgage Banking, Middle Market, Loan Origination, Commercial Mortgages, Cross Selling, Cash Flow Lending, Treasury Management, Underwriting, Construction Loans, Financial Institutions
Education
University of Connecticut 1971 — 1977
PNC Wealth Management July 2007 - Present
PNC Wealth Management May 1996 - July 2007
State Street May 1995 - May 1996
PNC Wealth Management January 1990 - May 1995
Skills
Financial Services, Estate Planning, Investments, Investment Management, Asset Management, Wealth Management, Securities, Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management
Education
University of Delaware 1985 — 1989
B.S., Finance
Mount St. Joseph Academy 1981 — 1985
high school
GE Capital January 2012 - Present
GE Healthcare March 2011 - January 2012
GE Healthcare October 2008 - March 2011
GE Capital October 2006 - October 2008
GE Capital April 2005 - October 2006
GE Capital January 2004 - April 2005
GE Capital July 2002 - January 2004
GE Capital December 2000 - July 2002
GE Corporate, Asset Management February 2000 - December 2000
State Street August 1999 - February 2000
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Program Management, Salesforce.com, Vendor Management, SDLC, Product Management, Business Process..., Cross-team Collaboration, PMO, Business Analysis, Software Project..., PMP, Requirements Analysis, Integration, Agile Methodologies, Business Intelligence
Education
University of Connecticut 1993 — 1997
Bachelor’s Degree, Economics and Applied Mathematics, 3.2
State Street May 2015 - Present
Fidelity Investments June 2011 - April 2015
First Data June 2007 - June 2011
KPMG 2002 - 2007
Education
University of Colorado Boulder - Leeds School of Business
Master's Degree, Business Administration – Accounting
State Street October 2011 - Present
State Street February 2007 - September 2011
Washington Mutual October 2006 - February 2007
Kaiser Permanente IT March 2006 - September 2006
Stratford Solutions ltd, London August 2003 - February 2006
Focus Soft February 2001 - October 2002
Skills
Quality Center, Test Planning, SDLC, User Acceptance Testing, Quality Assurance, Software Quality..., Test Cases, Regression Testing, Waterfall, Test Automation, Requirements Analysis, QTP, Mainframe, Visio, LoadRunner, Business Requirements, Test Strategy, Requirements Gathering, Testing, WinRunner
Education
University of Greenwich 2002 — 2003
Master Of Science, Computational Science and Engg
Osmania University (Vasavi College of Engg) 1997 — 2001
B.E, Mechanical engineering
State Street April 2008 - Present
Education
University of Central Missouri 1978 — 1985
B.S., MBA, Business
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company April 2012 - December 2013
State Street January 2008 - April 2012
Skills
Bloomberg, Fixed Income, Equities, Equity Research, Bloomberg Terminal, Valuation, Equity Valuation, Capital Markets, Fixed Income Analysis, Fund Accounting, Industry Research, SAP R/3, SAP BW, Reuters 3000, Financial Forecasting
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Finance & Business Management
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments November 2005 - February 2007
State Street February 2000 - November 2005
Education
University of Florida 1995 — 1999
BS, Finance
TABcom,LLC December 2009 - Present
The Stanley Works May 2004 - April 2005
Micro Warehouse September 2000 - November 2003
Micro Warehouse September 1998 - September 2000
Mellon November 1996 - August 1998
State Street June 1994 - November 1996
Education
University of Connecticut 1990 — 1994
Bachelor of Science, Business Management
State Street June 2014 - Present
State Street May 2006 - June 2014
State Street November 2002 - May 2006
State Street May 2000 - September 2001
Skills
Hedge Funds, risk manag, Collateral Management, Credit Analysis, Capital Markets, Risk Management, Financial Institutions, Underwriting, Securities, Financial Risk, Credit Risk, Banking, Strategic Communications, Securities Lending, Market Risk, Portfolio Management, Fixed Income, Persuasive Presentations, Credit, Trading, Prime Brokerage
Education
University of Denver 1993 — 1997
MA, Economics
University of Denver 1993 — 1997
MA, International Studies
Harmonic Fund Services April 2010 - Present
State Street November 2008 - March 2010
State Street November 2007 - November 2008
State Street June 2006 - November 2007
Skills
Investment Valuation, Hedge Funds, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Banking, Bloomberg Terminal, Securities, Financial Reporting, Investments, Mutual Funds, Financial Analysis, Asset Management, Valuation, Relationship Management, Fund Administration, Alternative Investments, Fund Of Funds, Private Equity, Derivatives, Fund Accounting, FX Options, Due Diligence, Capital Markets, Risk Management, Financial Risk, Portfolio Management, Financial Markets, Options
Education
University of Guelph 2002 — 2006
Bachelor of Commerce, Management Economics in Industry and Finance
State Street January 2007 - Present
Investors Bank & Trust May 2005 - January 2007
Investors Bank & Trust May 2004 - May 2005
Investors Bank & Trust April 2002 - May 2004
Skills
Fund Accounting
Education
University of Florida - Warrington College of Business Administration 1993 — 2001
BSBA, Finance
IBM Global Process Services April 2012 - Present
State Street June 1997 - April 2012
Scudder Investments 1994 - 1997
Education
University of Denver 1991 — 1993
Masters, Telecommunications
Westfield State College 1982 — 1986
BS, Computer Science
State Street February 2015 - Present
Citi February 2014 - February 2015
Citi April 2011 - January 2014
State Street September 2009 - April 2011
State Street July 2008 - September 2009
Skills
Fund Accounting, Mutual Funds, Swaps, Fixed Income, Private Equity, Geneva, Hedge Funds, Hedge Accounting, Capital Allocation, Frameworks, Investments, Securities, Equities
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Accounting
University of Central Missouri August 1997 - Present
State Street May 1995 - September 1997
Skills
Accounting, Finance, Budgets, Accounts Payable, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Access, Data Entry, Microsoft Office, Supervisory Skills, Leadership, Teamwork, Customer Service
Education
University of Central Missouri 1991 — 1993
MA, Accountancy
University of Central Missouri 1988 — 1991
B.S.B.A., Accounting
State Street November 2009 - Present
Mohegan Sun November 2005 - November 2009
Education
University of Connecticut 2005 — 2009
B.A., Econ
BHI Energy October 2011 - Present
First Marblehead June 2009 - May 2011
State Street June 1998 - December 2008
State Street Bank (US) 1998 - 2008
Ernst & Young 1991 - 1998
Skills
Capital Markets, Financial Reporting, SEC filings, Accounting, Mergers, Financial Analysis
Education
University of Connecticut 1986 — 1991
B.S., Business Administration; Accounting
Somers High School 1982 — 1986
Steward Health Care December 2013 - Present
State Street August 2011 - November 2013
State Street February 2010 - August 2011
State Street September 2008 - February 2010
State Street February 2008 - September 2008
Skills
Fund Accounting, Customer Service, Equities, Accounting, Bloomberg
Education
University of Connecticut 2003 — 2007
BA, Economics
Fidelity Investments October 2013 - Present
Fidelity Investments August 2010 - October 2013
State Street January 2007 - August 2010
Putnam Investments November 2005 - January 2007
TD Bank June 2004 - November 2005
Skills
Equities, Mutual Funds, Securities, Asset Managment, Financial Services, Bloomberg, Process Improvement, Banking, Relationship Management, Bonds, Derivatives, Investments, Trading
Education
University of Connecticut 2000 — 2004
BA, Economics
LHS
Equifax November 2014 - Present
Equifax Veraz March 2013 - Present
Itaú Unibanco July 2012 - March 2013
Zurich Financial Services June 2011 - May 2012
Standard Bank April 2010 - June 2011
MITSUBISHI UFJ SECURITIES INTERNATIONAL PLC August 2009 - April 2010
State Street April 2007 - January 2009
State Street June 2003 - April 2007
Skills
Crisis Management, French, Spanish, Business Continuity, Risk Management, Financial Risk, Disaster Recovery, Incident Management, Operational Risk, Operational Risk..., Business Continuity..., Risk Assessment, Investment Banking, Business Analysis, Governance, Change Management, Stakeholder Management, Security, Strategy, Management
Education
University of East London 1994 — 1997
Bachelor's degree, Visual Theories - Film and Art History
Canon Palmer Roman Catholic High School, Ilford, Essex 1982 — 1987
GSCE
A Levels
Spanish, Communications, Film Studies, Media Studies
Dana-Farber Cancer Institute July 2013 - Present
Brigham and Women's Hospital December 2010 - July 2013
Education, Incorporated April 2010 - December 2010
State Street July 2008 - April 2010
Skills
Investments, Fund Accounting, Account Reconciliation, Corporate Actions, Performance Attribution, Mutual Funds, Bloomberg, Fund Administration, Hedge Funds, Financial Analysis, Account Management, Financial Reporting, Human Resources, Inter-personal, Problem Solving, Financial Services
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Economics
State Street April 2011 - Present
The Bank of New York Mellon November 2009 - April 2011
Roxbury Community College August 2009 - November 2009
Skills
Bloomberg, Fund Administration, Banking, Fund Accounting, Microsoft Excel, Lotus Notes, Financial Reporting, Billing Systems
Education
University of Colorado at Boulder 2000 — 2004
BS, Geological and Earth Sciences/Geosciences
State Street March 2009 - Present
Education
University of Connecticut
Bachelor's, Economics
State Street May 2015 - Present
OneBeacon Professional Insurance June 2012 - August 2013
Massachusetts Appellate Tax Board January 2013 - May 2013
Travelers June 2010 - August 2011
Connecticut General Assembly January 2010 - April 2010
Travelers June 2009 - August 2009
Travelers June 2008 - January 2009
Skills
Westlaw, Insurance, Legal Research, Policy Analysis, Legal Writing, LexisNexis, Legal Compliance, Professional Liability, Document Drafting, Client Correspondence, Executive Support, SharePoint, PACER, Collaborative Problem...
Education
New England School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
State Street November 2014 - Present
TTC November 2013 - November 2014
Future Shop October 2007 - September 2011
NOTABILIA April 2007 - December 2007
Skills
Customer Service, Communication, Cooperative, Analytical Skills, Problem Solving, Always Willing to Learn, Accounting, Auditing, Analysis, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis
Education
University of Guelph 2008 — 2013
Bachelor of Commerce (B.Comm), Accounting
Invesco Trimark May 2010 - Present
State Street June 2007 - April 2009
Canadian Psychiatric Research Foundation October 2006 - April 2007
Education
University of Guelph 2002 — 2006
B.Comm, Economics
Canadian Securities Institute
Canadian Securities Course (2011)
Brown Brothers Harriman May 2015 - Present
State Street April 2012 - Present
Brown Brothers Harriman April 2011 - April 2012
Skills
Research, Customer Service, Data Analysis, Analysis, Financial Accounting, Global Custody, Fund Accounting, Analytical Skills, Microsoft Excel, VBA
Education
University of Colorado Boulder 2002 — 2007
B.S in Business Administration, Finance, 3.2
Sprott Asset Management September 2012 - Present
Sprott Asset Management January 2007 - September 2012
Salida Capital Corp. March 2003 - July 2006
State Street January 2000 - March 2003
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Fixed Income, Mutual Funds, Equity Valuation, Securities, Trading, Investments, Derivatives, Asset Managment, FX Options, Portfolio Management, Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Alternative Investments
Education
University of Guelph 1991 — 1995
Bachelor of Arts (B.A.), Economics
Sir Oliver Mowat C.I. 1985 — 1990
State Street
Skills
Bloomberg, Fixed Income, Mutual Funds, Valuation, Financial Analysis, Fund Accounting
Education
University of Massachusetts Lowell 2000 — 2002
Master of Business Administration (M.B.A.)
The University of Charleston 1995 — 1998
Bachelor's Degree
State Street December 2007 - Present
Credit Suisse October 2005 - October 2007
Citi February 2004 - October 2005
Liberty Mutual Insurance October 2001 - February 2004
Skills
Equities, Fixed Income, Securities, Hedge Funds, Mutual Funds, Derivatives, Corporate Actions, Valuation, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint
Education
University of Delaware 1996 — 2001
Bachelor of Arts, Economics
University of Delaware
Economics
Providence Equity Partners January 2015 - Present
Appleton Partners, Inc. May 2014 - January 2015
State Street July 2013 - May 2014
State Street June 2012 - June 2013
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
State Street October 2012 - Present
Goldman Sachs July 2011 - October 2012
Deloitte August 2005 - July 2011
Skills
CPA
Education
University of Delaware 2001 — 2005
Bachelor's Degree, Accounting
Sencer Appraisal Associates, Inc. March 2007 - Present
RidgeWorth Investments 2000 - 2012
Phoenix Systems inc. 1999 - 2000
State Street 1996 - 1999
Skills
Valuation, Appraisals, Fair Market Value, Machinery, Customer Service, Fair Value, Purchase Price..., Expert Witness, Heavy Equipment, Arbitration, Public Speaking, Research, Project Management, Leadership, Mutual Funds, Financial Accounting, Asset Management
Education
University of Florida 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
BNY Mellon October 2014 - Present
State Street August 2011 - December 2012
State Street 2009 - July 2011
State Street 2002 - 2009
State Street 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1999
Skills
Financial Analysis, Mutual Funds, Securities, Equities, Financial Services, Bloomberg, Fixed Income, Asset Management, Accounting, Portfolio Management
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Lakeland Regional High School 1974 — 1978
State Street February 2013 - Present
State Street August 2009 - January 2013
Skills
Accounting, Financial Reporting, Account Reconciliation, Fund Accounting, Financial Analysis, General Ledger, Variance Analysis, GAAP, Cash Management, US GAAP, Internal Controls, Financial Statements, Accruals, Financial Accounting, Cash Flow
Education
Central Missouri State University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
SunGard July 1999 - Present
State Street May 1993 - August 1998
Skills
Investment Accounting
Education
University of Connecticut 1988 — 1993
Bachelor of Arts (B.A.), Economics