State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street August 2013 - Present
UMass Boston Academic Support Programs January 2012 - Present
Johnnie's Foodmaster October 2009 - November 2012
Education
University of Massachusetts Boston 2011 — 2014
Management, Accounting, 3.91 GPA
BCBSRI January 2014 - Present
Elevate Technology Solutions November 2013 - January 2014
State Street January 2000 - February 2013
BankBoston August 1995 - January 2000
D. Smith Associates, Inc. June 1985 - August 1995
Skills
Business Continuity..., Technical Recovery..., Data Center, Cloud Computing, Unix, Infrastructure, Management, Project Management, Access, Testing, Business Continuity, Risk Management, Disaster Recovery, Financial Risk, Vendor Management, Enterprise Risk..., Incident Management, Governance, Information Security, Risk Assessment, IT Strategy, Information Technology
Education
University of Massachusetts Boston 1985 — 1990
Bachelor of Arts (B.A.), Fine and Studio Arts
Quintiles October 2013 - Present
Microsoft March 2004 - September 2013
Webridge 2000 - 2004
Burntsand 1999 - 2000
State Street 1994 - 1999
Averion, Inc. 1989 - 1993
Skills
Product Management, Enterprise Architecture, Cloud Computing, Enterprise Software, Healthcare, Lifesciences, SDLC, Software Development, Healthcare Information..., SaaS, Start-ups, Cross-functional Team..., Consulting, Integration, Strategy, Strategic Partnerships, SharePoint, IT Strategy, Management, Agile Methodologies, Business Intelligence, Software Project..., Agile Project Management, Solution Architecture, Project Management, Program Management, Requirements Analysis, Visual Studio, IT Management, Professional Services, Pre-sales, Life Sciences, .NET, Scrum, Business Analysis, Pharmaceutical Industry, Strategic Planning, CRM, Product Lifecycle..., Health Information..., Leadership, Solution Selling, Vendor Management, Product Development, Change Management, Medical Devices
Education
University of Massachusetts Boston 1984 — 1990
University of Massachusetts, Amherst 1984 — 1988
LMCG Investments April 2014 - Present
State Street August 2013 - April 2014
State Street Corporation May 2012 - August 2013
State Street Corporation August 2011 - May 2012
Skills
Securities, Mutual Funds, Equities, Bloomberg, Analysis, Bloomberg Terminal, Derivatives, Trading, Alternative Investments, Advent Portflio Exchange, Performance Measurement, Fixed Income, Risk Analytics, BlackRock Aladdin, BlueWin Compliance..., SWIFT messages, Economics, Investments, Financial Analysis, Data Mapping, Hedge Funds, Portfolio Management
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (BA), Economics
firstPRO 2015 - Present
incapsulate 2013 - 2015
Home Base Program / Red Sox Foundation January 2011 - July 2014
The MathWorks September 2012 - December 2012
State Street January 2012 - August 2012
US Army 2006 - 2010
Skills
Recruiting, Training, Human Resources, Leadership Development, Technical Recruiting, Team Building, Team Leadership, IT Recruitment, Interviews, Career Counseling, Salesforce.com, Management, Leadership, Onboarding, Security Clearance, Military, Army, College Recruiting, Talent Acquisition, Employee Training, Employee Relations, System Administration, Applicant Tracking..., Military Operations, Command, Government, Military Experience, Committed to..., Policy, Internet Recruiting, Sourcing, Hiring, PeopleSoft, Personnel Management, Taleo, Job Fairs, Project Management, Conflict Resolution, Microsoft Office, Microsoft Excel
Education
University of Massachusetts Boston
Bachelor's degree, Leadership & Organizational Change
Salesforce University
Salesforce Administrator (Adm- 201)
State Street September 2015 - Present
State Street November 2014 - August 2015
State Street August 2013 - October 2014
Hudson Group October 2011 - September 2012
Union Morocco United Arab Emirates of Fishing April 2010 - June 2010
Skills
FundSuite SX, FundSuite Comfiler, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, English, Research, Windows, Teamwork
Education
University of Massachusetts Boston
B.S Science of Managment, Finance, Management Science and Information Systems (Second B.S candidate)
Year Up 2012 — 2013
Technical Certificate, Financial Operations
Asian American Civic Association 2011 — 2012
Next Step English for Employment Program
University Ibn Zohr of Morocco 2007 — 2010
Professional B.S., Auditing and Management Control, Good
El Idrissi Technical School of Morocco
HSD, Economic Sciences
State Street February 2001 - Present
Skills
Global Custody, Operations Management, Securities Lending, Banking, Microsoft Excel, Bloomberg, Mutual Funds, Financial Services, Settlement, Back Office, Fund Administration, Fund Accounting, Bonds, Middle Office, Relationship Management, Financial Markets, SWIFT payments, Fixed Income, Hedge Funds, Client Services, Collateral Management, Derivatives
Education
University of Massachusetts Boston 1994 — 1999
Bachelor of Science, Sociology & Language
State Street June 2015 - Present
State Street August 2013 - June 2015
UMass Boston September 2012 - May 2013
UMass Boston July 2012 - May 2013
UMass Boston September 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Leadership
Education
University of Massachusetts Boston 2015 — 2017
Master’s Degree, Accounting
University of Massachusetts Boston 2011 — 2015
Bachelor of Science in Management, Concentration in Accounting
Coldwell Banker Residential Brokerage May 2014 - Present
Massachusetts General Hospital August 2009 - Present
State Street December 2013 - May 2014
Skills
Hospitals, Healthcare, Customer Service, PowerPoint, Marketing Strategy, Computer Hardware, Microsoft Excel, Microsoft Office, Economics, Cantonese, English, Marketing Communications
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
University of Massachusetts Boston 2008 — 2013
Bachelor's of Science, Finance
State Street Alternative Investment Solutions February 2015 - Present
State Street July 2012 - February 2015
State Street February 2008 - July 2012
Independent Consultant January 2007 - February 2008
GlassHouse Technologies June 2004 - June 2006
State Street May 2001 - June 2004
Skills
Business Continuity, Disaster Recovery, Program Management, Program Development, Project Management
Education
University of Massachusetts Boston 1994 — 1997
Bachelor of Arts (B.A.), Political Science and Government
State Street September 2015 - Present
PwC January 2014 - October 2015
PwC June 2013 - August 2013
PwC December 2011 - September 2012
Bank of China May 2011 - September 2011
Education
University of Maryland College Park 2012 — 2013
Master of Science, Accounting
University of Maryland College Park 2009 — 2011
Bachelor of Science, Information Systems
University of Maryland College Park 2009 — 2011
Bachelor of Science, Accounting
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance November 2014 - July 2015
Liberty Mutual Insurance April 2014 - November 2014
Liberty Mutual Group July 2013 - April 2014
State Street August 2012 - July 2013
Armani Exchange July 2011 - October 2012
University of Massachusetts June 2009 - June 2010
Feldspar Mill May 2006 - August 2009
Skills
PowerPoint, Public Speaking, Advertising, Financial Analysis, Event Planning, Leadership, Sales, Research, Outlook, Financial Modeling, Client Relations Skills, Team Building, Sales&Marketing, Equity Research Analysis, Microsoft Publisher, Process Improvement, Accounting, Lean Management, Insurance, Financial Accounting, Mutual Funds, Essbase, Hyperion HFM, Data Analysis, Project Management, Visio, SharePoint, Reinsurance
Education
University of Massachusetts Boston 2008 — 2013
Management, BS, Management, Finance, Cum Laude
University of Massachusetts
BS, ManagementConcentration; Management
Citizens Bank February 2015 - Present
State Street December 2011 - February 2015
State Street 2008 - 2011
Bank of America 2004 - 2008
Columbia Management 2001 - 2004
State Street Research 2000 - 2002
Skills
Funds Transfer Pricing, Business Transformation, Six Sigma, Balance Sheet, Corporate Finance, Liquidity Analysis, Customer Experience, QRM, Change Management, Team Leadership, Financial Analysis, interest rate risk, LCR, NSFR, P&L Management, Full P&L Responsibility, Business Process, Strategic Design, Performance Metrics, Treasury Management, Staff Development
Education
University of Massachusetts Boston 1996 — 1999
Bank of Easton August 2013 - Present
Brookline Bank March 2013 - July 2013
Federal Home Loan Bank of Boston 2008 - 2012
State Street August 2007 - 2008
Investors Bank & Trust 2005 - 2007
Wellington Management 1996 - 2004
Tulip Polymerics Inc. 1992 - 1996
United Parcel Service 1985 - 1989
Skills
Accounting, Budgeting, Account Reconciliation, Financial Reporting, Staff Development, Staff Management, General Ledger, Payroll, Accounts Payable, Regulatory Reporting, Month End Close, Internal Reporting, Fixed Assets, Financial Statements, Consolidated Financial..., Year-end Close, Journal Entries, GAAP, Accruals, Consolidation, Financial Analysis, US GAAP, Internal Controls, Performance Reviews, Call Reporting, Variance Analysis, Sarbanes-Oxley, Budgets, Analysis, Compliance, Forecasting, interna;, Internal Financial..., Accounting Policies and..., Fund Accounting, Sarbanes-Oxley Act, Cash Management, Auditing, Corporate Finance
Education
University of Massachusetts Boston 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts Boston 1984 — 1989
BS
UMass Boston Proof & AuditsState StreetJuly 2012 - May 2014
State Street April 2011 - July 2012
State Street March 2001 - April 2011
Skills
Financial Audits, Financial Analysis, Tax Returns
Education
University of Massachusetts Boston 2009 — 2014
Political Science and Government
H&R Block
Income Tax Preparer
State Street April 2008 - Present
Fidelity Investments September 2003 - February 2008
Fidelity Investments August 1999 - September 2003
Fidelity Investments December 1997 - August 1999
Skills
Vendor Management, Management, Analysis, Finance, Market Data, Microsoft Excel, Budgets, Customer Service, Account Reconciliation, Auditing, PowerPoint, Invoicing
Education
University of Maryland University College 1988 — 1992
BS, Management Information Systems
northview high school 1982 — 1986
State Street November 2014 - Present
State Street May 2013 - November 2014
State Street September 2011 - May 2013
State Street Bank August 2008 - April 2010
Skills
Bloomberg Terminal, Financial Reporting, Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Fund Administration, Money Market, Securities, Valuation, Equities, Corporate Actions, Alternative Investments, Financial Services, Investments, Hedge Funds, Derivatives, Fixed Income, Financial Statement..., Financial Modeling, Swaps, Fund Of Funds
Education
University of Oxford 2010 — 2010
Study Abroad, Economics
University of Massachusetts Boston 2006 — 2010
Bachelor's degree, Economics and Finance
State Street 2008 - 2014
State Street 2000 - 2008
State Street 1991 - 2000
Skills
Portfolio Management, Financial Services, Auditing, Mutual Funds, Fund Accounting, Bloomberg, Financial Reporting, Accounting, Account Reconciliation, Investments, Finance, Banking, Internal Controls
Education
University of Massachusetts Boston 1986 — 1990
Bachelor of Science, Business Management
Brown Brothers Harriman July 2015 - Present
State Street August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
UMass Boston September 2012 - May 2014
Aprenda Corp. May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Visio, QuickBooks, PowerPoint, Mac OS, Data Analysis, Data Entry, Analysis, Project Planning, Access, Tax, Financial Reporting, Customer Service, Social Media, Spanish, Financial Analysis, Teamwork, Public Speaking, Investments, Accounting, Leadership
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.77/4.00
University of Puerto Rico-Rio Piedras 2010 — 2011
Bachelor of Science (BS), Accounting
State Street August 2015 - Present
State Street July 2014 - August 2015
State Street Bank June 2013 - July 2014
State Street Bank October 2012 - June 2013
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Internal Controls, Investments
Education
University of Massachusetts Boston 2011 — 2013
Bachelor's degree, Economics
Citizens Bank February 2015 - Present
RBS Citizens Financial Group October 2013 - Present
MarketStar June 2012 - October 2013
MarketStar January 2012 - June 2012
Pierce Promotions June 2011 - January 2012
Macy's East December 2008 - April 2011
State Street October 2005 - December 2008
Skills
Access, Microsoft Office, Microsoft Excel, Sales
Education
University of Massachusetts Boston 2002 — 2005
Bachelor's, Economics
State Street January 2012 - Present
Year Up 2011 - 2012
University of Massachusetts January 2010 - May 2011
Emerson College January 2008 - January 2008
Education
Stoughton High 2002 — 2006
Dipolma, General, On average, high/highest honors
University of Massachusetts Boston
Year Up Inc. Boston
State Street November 2012 - Present
East Boston Savings Bank October 2005 - Present
State Street July 2010 - November 2012
State Street March 2008 - June 2010
Skills
ETFs, Client Servicing, Financial Services, Manage Client..., Fixed Income Analysis, FX trading, Custody, Account Reconciliation, Trading, Fund Accounting, Microsoft Office, Money Market Funds, Retail Banking, Multitasker, Outlook
Education
University of Massachusetts Boston 2003 — 2007
Bachelor of Science, Finance
BNY Mellon March 2013 - Present
U.S. Bank September 2012 - March 2013
State Street August 2011 - August 2012
State Street Corporation August 2010 - June 2011
Skills
Financial Analysis, Investments, Microsoft Office, Mutual Funds, Finance, Financial Reporting, Accounting, Bloomberg, Asset Management, Financial Statements, Accounts Payable, Tax, Analysis, Budgets, Financial Services
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science in Management., Accounting and Finance
Independent and through contract agencies 2014 - 2014
Fallon Community Health Plan (FCHP) September 2012 - November 2013
Fallon Community Health Plan October 2008 - September 2012
Workscape January 2006 - October 2008
Workscape September 2003 - January 2006
State Street September 2001 - July 2003
Independant Consultant January 1998 - September 2001
Corporate Software 1995 - 1997
Cabot Corporation June 1994 - January 1996
Towers Perrin September 1989 - June 1993
Skills
Performance Management, Compensation program..., Data analysis, modeling..., Business analysis, Job and organization..., Human Resources..., Conflict Resolution, Innovative..., Leveraging technology, Software product..., Power user of MS Access...
Education
BHS
Wheaton College (MA)
BA, Major: Psychology; Minors: Math and Economics
University of Massachusetts Boston 2007 — 2009
Graduate Certificate Program in Dispute Resolution (pending)
State Street Global Advisors February 2015 - Present
State Street October 2013 - February 2015
State Street January 2012 - October 2013
Skills
Mutual Funds, Financial Analysis, Account Reconciliation, Financial Reporting, Bloomberg, Fixed Income, Investments, Portfolio Management, Accounting, Equities, Valuation, Client Relations Skills, Finance, Corporate Finance, Auditing, Financial Services, Performance Measurement, Performance Metrics, Data Analysis, Analytics, Analysis, Asset Management, Securities, Trust Services, SEI Trust 3000, Microsoft Office, Performance Benchmarking, Alternative Investments, Performance Attribution, Financial Risk, Investment Management, Bloomberg Terminal, Corporate Actions, Financial Statements, Fund Accounting, Seismic Attributes, Fixed Income Analysis
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
State Street August 2014 - Present
Family Equality Council October 2013 - Present
Boston Children's Museum September 2011 - Present
BNY Mellon September 2009 - August 2011
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Word, Financial Reporting, Accounts Receivable, Accounts Payable, Managerial Finance, Public Speaking, QuickBooks, Journal Entries, Nonprofits, Microsoft Office, Cash Flow, PowerPoint, Outlook, Invoicing, Bookkeeping, Teamwork
Education
UMass Boston 2011 — 2015
Accounting, 3.7
Quincy Health Department. July 2014 - Present
Quincy College May 2013 - May 2014
State Street 1996 - 2012
State Street Bank May 1994 - 1996
State Street 1991 - 1994
Boston Financial Data Services 1990 - 1991
Skills
User Acceptance Testing, Regression Testing, Microsoft Office, Account Reconciliation, Software Quality..., Test Planning, Analysis, Test Cases, Process Improvement, Global Custody, Testing, Business Analysis, Financial Analysis, Derivatives, Auditing, Financial Reporting, Bloomberg Terminal, Internal Audit, Financial Statements, Financial Statement..., Financial Accounting, Accounting, Business Requirements, Back Office, Training, SDLC, SWIFT payments, Trading
Education
Quincy College 2013 — 2014
Certificate, Health/Health Care Administration/Management
UMass Boston 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
State Street October 2014 - Present
The New England School of English February 2012 - September 2014
John Hancock Hotel & Conference Center August 2010 - June 2011
Youth Build Boston September 2009 - December 2009
University of Massachusetts May 2009 - December 2009
Apple Computer October 2007 - April 2009
Skills
Microsoft Office, Arabic, Research, Customer Service, Word, PowerPoint, Problem Solving, Troubleshooting, Mac OS X, Public Speaking, Writing, Event Planning, Community Outreach, Photography, Fundraising, Teamwork, Customer Relations, Public Relations, Team Leadership, Strategic Planning, Teaching, Microsoft Word, Data Analysis, Tutoring, Microsoft Excel, Nonprofits, Social Networking
Education
University of Massachusetts Boston 2005 — 2009
Bachelor of Arts, Criminal Justice & Sociology
State Street October 2012 - Present
State Street January 2011 - October 2012
State Street June 2009 - January 2011
Best Buy October 2007 - June 2009
State Street August 2008 - May 2009
Skills
Securities, Corporate Actions, Mutual Funds, Fixed Income, Equities, Access, Derivatives, Finance, Investments, Analysis
Education
University of Massachusetts Boston 2005 — 2009
Bachelor of Science, Management, concentration in MSIS and Marketing
East Avenue Landscaping, LLC August 2013 - Present
Dexter School September 2012 - Present
Town Of Milton April 2012 - March 2014
Morgan Stanley Wealth Management May 2012 - May 2013
State Street January 2011 - May 2012
Morgan Stanley Dean Witter May 2005 - August 2005
Skills
Bloomberg, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Mutual Funds, Sales, Series 7
Education
University of Massachusetts Boston 2005 — 2010
Bachelor, Business Management
Thayer Academy 2001 — 2005
HS Diploma
Dexter School 1997 — 2001
Radius Global Growth Experts July 2015 - Present
State Street June 2013 - October 2014
Quincy VITA February 2013 - April 2013
Mass Marketing & Promotions May 2012 - August 2012
Capital Equity LLC March 2012 - June 2012
Hannaford Bros. Co. September 2009 - March 2012
Ken's Learning Center August 2009 - August 2010
The Greater Boston Food Bank June 2008 - August 2009
Skills
Microsoft Excel, Tax, Finance, Microsoft Office, Sales, PowerPoint, Mutual Funds, Salesforce.com, Marketing, Pricing, Accounting, Financial Accounting, Social Media, Data Entry, Microsoft Word, Customer Service, Facebook, Social Networking, Bloomberg Terminal, QuickBooks, Vizio, Stocks, Data Analysis
Education
University of Massachusetts Boston
Bachelor of Science (BS), Accounting and Finance
North Quincy High School 2006 — 2010
General Education
State Street June 2015 - Present
J.Crew December 2014 - Present
Lollicup USA, Inc. August 2012 - Present
State Street June 2013 - June 2015
Big Night Entertainment Group November 2012 - May 2013
Samurai Express February 2012 - October 2012
Adecco Group June 2012 - August 2012
Boston Children's Hospital July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Management, Access, Financial Analysis, Cantonese, Research, Accounting, Outlook, Auditing, Time Management, Analysis, Bloomberg Terminal, QuickBooks, Communication, Sales, Customer Satisfaction, Customer Service, Retail Sales
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science (BS), Accounting
John D. O'Bryant School of Mathematics & Science 2005 — 2011
High School Diploma, General Studies
Massachusetts Department of Public Health July 2014 - Present
State Street October 2013 - June 2014
American Student Assistance February 2012 - October 2013
American Student Assistance January 2011 - February 2012
Veson Nautical November 2010 - December 2010
American Student Assistance March 2009 - November 2010
American Student Assistance July 2007 - March 2009
American Student Assistance October 2006 - March 2009
American Student Assistance February 2005 - October 2006
American Student Assistance March 2004 - February 2005
Skills
Troubleshooting, Integration, Technical Support, Microsoft Exchange, Enterprise Software, Hardware, System Deployment, Business Process, Change Management, Computer Hardware, Disaster Recovery, SDLC, VMware, Active Directory, Windows Server
Education
University of Massachusetts Boston 1991 — 1998
Psychology
High School
High School
State Street April 2014 - Present
State Street April 2013 - March 2014
Boston Earned Income Tax Credit Coalition January 2013 - March 2013
Fugakyu japanese cuisine December 2007 - July 2009
Skills
Interpersonal Skill, Detailed Organization, Work in A Fast-paced..., Always Willing to Learn, Accounting, Deadline Driven, Problem Solving, Prioritisation, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Outlook, Accounts Receivable, Wealth Management...
Education
University of Massachusetts Boston 2007 — 2012
Bachelor of Science (BS), Accounting
Pace Consulting April 2003 - Present
State Street May 1992 - October 2002
State Street Bank 1992 - 2002
Skills
Accounting, QuickBooks, Financial Reporting, Account Reconciliation, Bookkeeping, General Ledger, Accounts Payable, Financial Analysis, Accounts Receivable, Small Business, Payroll, Financial Statements, Financial Accounting, Tax, Cash Flow, Peachtree, Tax Preparation, Finance, Accountants, Corporate Tax, Income Tax, Payroll Taxes, Sales Tax, Tax Accounting, Tax Returns, Balance, CPA, Preparation
Education
University of Massachusetts Boston 1983 — 1986
BS, Management and Accounting
john jay high school hopewell junction ny 1969 — 1971
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
State Street January 2013 - July 2013
Putnam Investments June 2012 - December 2012
Putnam Investments October 2011 - June 2012
Nordstrom February 2011 - August 2011
Ganzo Cultural Association September 2010 - December 2010
Fashion Show Production Intern September 2010 - December 2010
Skills
Customer Service, PowerPoint, Marketing, Microsoft Excel, Outlook, SPSS, Mutual Funds, Sales Management, Risk Management, Financial Risk, Wealth Management
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (MBA)
Salem State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Florence University of the Arts 2010 — 2010
Business Administration, International Business
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
State Street April 2015 - Present
Boston Chinatown Neighborhood Center Tax Site February 2013 - April 2013
Skills
Tax, Tax Preparation, Microsoft Excel, Microsoft Word, Tax Returns, General Ledger, Microsoft Office, Journal Entries, Income Tax, Fixed Assets, Accounting, Budgets, Strategic Planning, Financial Analysis, PowerPoint, Customer Service
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Science in Management, Accounting and Finance
State Street October 2014 - Present
State Street October 2013 - October 2014
Mehanna Consulting International, LLC January 2011 - October 2013
LamasaTech, Ltd. November 2010 - February 2011
Northern Bank & Trust Company 2007 - January 2011
Skills
Financial Modeling, Business Development, Marketing, Microsoft Excel, Segmentation, Market Analysis, Project Management, Market Research, Cross-functional Team..., Product Launch, Pricing, Economics, Management Consulting, Pharmaceutical Industry, Strategic Planning, Microsoft Office, Advertising, Strategy, Product Development, Statistics, Business Strategy, Budgets, Sales, Management, Competitive Analysis, Teamwork, Banking, Business Planning
Education
University of Massachusetts Boston 2007 — 2012
Bachelor of Arts (BA), Economics and International Relations, 3.5 / 4.0
State Street May 2014 - Present
State Street February 2011 - Present
State Street March 2009 - January 2011
PwC June 2008 - August 2008
The Home Depot March 2005 - April 2008
The Home Depot 2005 - 2007
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Fixed Income, Equities, Corporate Actions, Securities, HTML, Web Design, Microsoft Excel, PowerPoint, Outlook, Multi-Currency Horizon, Cash Management, Finance, Bloomberg Terminal
Education
University of Massachusetts Boston 2009 — 2012
Master's degree, Business Administration/Management, 3.72
University of Massachusetts Boston 2006 — 2008
B.S, Accounting, 3.73
Commonwealth of Massachusetts June 2011 - Present
State Street Bank August 2009 - December 2010
State Street Bank 2001 - 2009
State Street Bank 1997 - 2001
State Street January 1994 - January 1997
Skills
Risk Management, Process Improvement, Leadership, Financial Services, Management, Business Process..., Internal Controls, Regulatory Analysis, Mutual Funds, Financial Risk, Auditing, Policy, Operational Risk, OFAC, Analysis, Securities, Finance, Banking, Public Speaking, Sarbanes-Oxley Act, Basel II, Internal Audit
Education
University of Massachusetts Boston
Bachelor of Science Degree, Business Management and Accounting
Westfield State College
Criminal Justice/Law Enforcement Administration
Dudley Promise Corps July 2015 - Present
UMass Boston April 2014 - Present
PwC July 2013 - June 2015
Action for Boston Community Development January 2012 - April 2014
University of Massachusetts Boston - Student Managed Fund September 2012 - December 2012
State Street August 2011 - May 2012
UMass Boston January 2011 - May 2011
Jumpstart October 2009 - May 2011
Skills
Stata, Microsoft Office 2007, Tax Preparation, Payroll, Taxwise application, Mentoring, Microsoft Office 2010, Bloomberg Terminal, Bloomberg, POM for Windows, Mutual Funds, Networking, Peer Tutoring, Academic Tutoring, Public Speaking, Pricing, Team-oriented, Volunteering, Community Service, Strategic Planning, Strategy, GoSystems, Lotus Notes, CCH Intelliconnect, Westlaw, Internal Revenue Code, Windows, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Accounting, Teamwork, Data Entry, Tax, Office 2010, Account Reconciliation, Access, Tax Returns, Customer Service, Investments, General Ledger, Finance, Time Management, Financial Analysis, Positive Team Player
Education
University of Massachusetts Boston 2009 — 2013
Earning a Bachelors of Science in Management, Accounting and Finance Concertration, 3.578
City on a Hill Public Charter School 2005 — 2009
High School Diploma
State Street May 2014 - August 2015
Physician's Accounts Receivables Management October 2010 - August 2014
MEENA MEHTA MD 2009 - 2010
WHOLESALE LIGHTING DISTRIBUTOR 2005 - 2007
Skills
Customer Service, Medical Billing, Data Entry, Data Analysis, Meditech, Accounts Receivable, Accounts Payable, Teamwork, Organized Multi-tasker, Bilingual, Reporting & Analysis, Microsoft Excel, Microsoft Office, proficient computer user, Highly detail oriented, Finance, Financial Reporting, Insurance, Account Reconciliation, Spreadsheets, Accounting, Analysis, Cash Flow, General Ledger, QuickBooks
Education
University of Massachusetts Boston 2012 — 2015
Bachelor of Science (BS), Accounting
COLLEGE OF ESZTERHAZY KAROLY 2004 — 2008
Bachelor of Science (BS), Economics
Kevin P. Martin & Associates PC January 2015 - Present
Massachusetts Society of CPAs, Inc. June 2015 - Present
State Street May 2014 - August 2014
Pure Hockey August 2012 - May 2014
Gale Associates, Inc. January 2009 - April 2014
University of Massachusetts September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Community, Volunteering, Accounting, Time Management, QuickBooks, Teamwork, Social Networking, Leadership, Team Leadership, Management, Communication, Public Speaking, Auditing, Financial Accounting
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.), Business Management; Accounting
Weymouth Highschool 2006 — 2010
State Street Global Advisors November 2014 - Present
State Street 1997 - Present
Skills
Exchange Traded Funds..., Mutual Funds, Fund Administration
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
John Hancock Financial Services August 2015 - Present
Columbia Management June 2013 - July 2015
State Street Bank February 2013 - May 2013
State Street March 2012 - May 2013
SEI Investments June 2010 - August 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Investments, Financial Services, Securities Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Net Asset Values, Tax Accounting, RIC Tax, Excise Prep, Mutual Fund Tax, Dividends, Due Diligence, Auditing
Education
Villanova University 2007 — 2011
Bachelor's, Accounting and Finance
Villanova University, School of Business 2007 — 2011
Bachelor of Science, Business Administration, Accounting & Finance
University of Massachusetts Boston
State Street February 2013 - February 2014
State Street August 2011 - February 2013
Skills
Bloomberg, Fixed Income, Mutual Funds, Equities, Securities, Investments, Bloomberg Terminal, Financial Services, Fund Accounting, Financial Analysis, Portfolio Management, Valuation, Fund Administration, Financial Reporting, Account Reconciliation, Finance, Management
Education
South East Missouri State 2015 — 2017
MBA, Business Administration, Management and Operations
University of Massachusetts Boston 2008 — 2012
Bachelor of Science (BS), Management, Finance, 3.4
Columbia Threadneedle Investments, US January 2015 - Present
State Street June 2014 - January 2015
State Street March 2013 - June 2014
Mother Caroline Academy and Education Center September 2010 - February 2013
American Express February 2012 - September 2012
TD Bank Group June 2011 - February 2012
Tele Barta Limited May 2006 - October 2008
Skills
Microsoft Excel, Microsoft Word, QuickBooks, POMS, Microsoft Operating..., Tax Preparation, Payroll, Banking, GAAP, Sarbanes-Oxley Act, Cost Accounting, IDEA Auditing Software, ACL Auditing Software, TaxWise Software, TaxAct, Turbo Tax, H&R Block, Profx, Account Reconciliation, Accounting, Invoicing, Bloomberg, Microsoft Office, PowerPoint, Accounts Payable
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Science in Management, Accounting
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank August 2013 - Present
Silicon Valley Bank September 2011 - August 2013
Legal Sea Foods January 2007 - September 2011
State Street July 2010 - May 2011
Cambridge Rindge and Latin School July 2005 - October 2005
Student Conservation Association July 2005 - August 2005
Cambridge City Hall November 2003 - February 2004
Cambridge Rindge and Latin School July 2003 - August 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Customer Service, Accounting, Access, Mutual Funds, Financial Analysis, Data Analysis, Spanish, Financial Reporting, Time Management, Finance, Analysis, Management, Financial Modeling, Portfolio Management, Investments
Education
University of Massachusetts Boston 2008 — 2011
B.S., International Management, Finance
Massachusetts Institute of Technology (MIT) March 2015 - Present
State Street July 2013 - March 2015
ENE Systems September 2010 - October 2014
BBC Management February 2013 - June 2013
Student Managed Fund September 2012 - January 2013
City Hall Medford June 2011 - September 2011
Dunkin Donuts June 2007 - September 2010
Skills
Microsoft Office, Policy, Event Planning, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Community Outreach, Bloomberg Proficient, Bloomberg Certified, Finance, Research, Government, Negotiation, Non-profits, Management, Bloomberg, Leadership, Team Leadership, Alternative Investments, Market Research, Analysis, Project Planning, Time Management
Education
University of Massachusetts Boston 2008 — 2013
BS, BA, Finance, Environmental, Earth, & Ocean Sciences
University of Massachusetts, Amherst 2006 — 2007
St. Clements 2002 — 2006
St. Anthonys 1993 — 2002
State Street September 2015 - Present
State Street June 2015 - August 2015
UMass Boston September 2014 - May 2015
State Street July 2014 - August 2014
Boston Housing Authority July 2013 - August 2013
ABCD July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Java, Editing, Social Media
Education
University of Massachusetts Boston 2014 — 2018
Bachelor's degree, Economics
Boston Latin Academy 2008 — 2014
State Street January 2014 - Present
State Street August 2010 - December 2013
State Street May 2009 - August 2010
State Street August 2008 - May 2009
Artizan General Construction September 2005 - June 2008
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Mutual Funds, Fund Services, Fund Of Funds, NAV, Account Reconciliation, Operating Expenses, Expense Management, Financial Statements, Microsoft Excel, Management, Accounting, Equities, Securities
Education
University of Massachusetts Boston 2005 — 2009
Bachelor of Science (BS), Accounting
Keller Williams Realty, Inc. July 2014 - Present
Keller Williams Realty, Inc. November 2013 - Present
MFS Investment Management 2012 - 2013
State Street February 2008 - September 2009
Verizon Wireless December 2006 - January 2008
Skills
Microsoft Excel, Financial Analysis, Real Estate, Residential Homes, First Time Home Buyers, Customer Service, Marketing, Budgets, Real Estate Investment..., Real Estate Financing, Account Management, Real Estate Development, Social Media, Condos, Single Family Homes, Multi Family Properties, Investment Properties, Real Estate Negotiating, Asset Management, Contract Negotiation, Finance, Investments, Real Estate Investor, Social Media Marketing, Valuation
Education
University of Massachusetts Boston 2007 — 2011
BS, Finance
Lexington High School 1995 — 1999
State Street May 2001 - Present
New Technology Solutions April 2000 - May 2001
Skills
Microsoft SQL Server, Oracle PL/SQL..., Microsoft Visual Studio, .NET, JavaScript, Web Development, VBA, JavaSE, Java, Investments, Visual Studio, PL/SQL, Requirements Gathering, Customer Service
Education
UMass Boston
State Street May 2015 - Present
Boston Lithuanian School September 2011 - Present
Scholastic February 2012 - May 2015
Scholastic February 2012 - August 2012
Richard Settipane Ins. Services June 2008 - April 2012
Howard Johnson Hotel October 2005 - May 2008
DMR March 2006 - April 2007
Skills
Problem Solving, Attention To Detail, Analytical Approach, Management, Time Management, Cross-functional Team..., Communication, Quality Assurance, Budgets, Program Management, Analysis, Software Development, Analytical Skills, Project Management, Agile Methodologies, Scrum, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Massachusetts Boston 2009 — 2011
Bachelor's degree of Science & Mathematics, System Architecture
Kaunas Medical University 1998 — 2001
Medical Specialties Distributors, LLC December 2014 - Present
State Street January 2012 - December 2014
The May Institute July 2011 - January 2012
The May Institute September 2009 - July 2011
The May Institute, Inc May 2007 - September 2009
Boston Medical Center January 2007 - May 2007
Sullivan Tire April 2005 - February 2007
Bridgewater State College February 2005 - May 2005
Skills
Instructional Design, E-Learning, Technology Needs..., Instructor-led Training, Workshop Facilitation, Microsoft Office, Teaching, Access, Blended Learning, Adult Learning Theory, Camtasia, Organizational..., Training, Staff Development, Training Needs Analysis, Program Development, ADDIE, Learning Management, Multimedia, Captivate
Education
University of Massachusetts Boston 2009 — 2012
Master of Education, Instructional Design
Bridgewater State University 2002 — 2007
Bachelor of Science, General Management Science, Human Resources
State Street May 2015 - Present
Public Consulting Group April 2013 - April 2015
RBS Americas, Citizens bank September 2008 - September 2012
Education
University Of Massachusetts 2007 — 2011
B.A, Economics
University of Massachusetts Boston
Bachelor's degree, Economics
GMO June 2012 - Present
UMass Boston September 2014 - May 2015
State Street August 2011 - June 2012
State Street June 2010 - August 2011
State Street July 2009 - June 2010
State Street August 2008 - July 2009
Skills
VBA, SQL, Microsoft Excel, Agile Methodologies, C#, Visio, Visual Studio, SQL Server Management..., Eagle PACE, Scrum, TFS, XML, Tidal Enterprise..., MS Project, Citrix, Relational Databases, Pivot Tables, Software Development, PowerPivot, Tableau, Data Modeling, QlikView, SPSS
Education
University of Massachusetts Boston 2012 — 2015
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.95 GPA
University of Massachusetts Boston 2012 — 2014
Master of Science (M.S.), Information Technology, 3.95 GPA
University of Massachusetts Boston 2005 — 2009
Bachelor of Science (B.S.), International Management, Economics, 3.23 GPA
Liberty Mutual Insurance July 2014 - Present
State Street August 2013 - May 2014
UMASS - Boston September 2012 - September 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Accounting, Leadership, Teamwork, Microsoft Word, Finance, Financial Modeling, Bloomberg Terminal..., Customer Satisfaction, Modeling, Analysis, Spreadsheets, Data Entry, Outlook, Public Speaking, Business Analysis, Research, Corporate Finance, Operations Management, Forecasting, Financial Analysis, US GAAP, Valuation, Data Analysis, Financial Statement...
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Management - Finance and Accounting, Business - Finance/Accounting, GPA 3.95
State Street October 2014 - Present
Cisco April 2014 - September 2014
Dell June 2012 - February 2014
EMC March 2008 - June 2012
Blackwave, Inc.(formerly Acinion) April 2007 - December 2007
Virtual Iron Software May 2006 - April 2007
Trillium Software, a division of Harte-Hanks June 1999 - April 2006
Skills
Agile Methodologies, Java, C#, Software Development, Python, Software Engineering, Unix, Distributed Systems, ClearCase, Perl, Linux, Object Oriented Design, Software Design, Tomcat
Education
University of Massachusetts Boston 1997 — 1999
MS, Computer Science
University of Science and Technology Beijing
Bachelor, Electrical Engineering
Success Real Estate June 2014 - Present
State Street 2001 - 2014
Education
University of Massachusetts Boston 1995 — 2015
Bachelor's Degree, Political Science and Government
North Cambridge Catholic High School 1992 — 1995
High School Disploma
Liberty Mutual Group Asset Management Inc. September 2009 - Present
State Street 2007 - April 2008
Investors Bank & Trust 2004 - April 2007
IBT 2001 - April 2007
Self-employed 1996 - 2001
Investors Bank & Trust 1988 - 1996
Mass General Hospital 1985 - 1988
Commercial Union Insurance 1984 - 1985
US Government / National Park Service 1979 - 1983
Education
University of Massachusetts Boston 1977 — 1981
B.A, Magna cum Laude
Staples October 2014 - May 2015
Covidien March 2013 - October 2014
State Street May 2012 - March 2013
State Street November 2009 - May 2012
State Street October 2000 - November 2009
Beveridge & Diamond, P.C. November 1998 - February 2000
Powell Goldstein LLP August 1995 - November 1998
Skills
Executive Pay, Talent Management, Onboarding, Employee Benefits, Human Resources, Organizational..., Talent Acquisition, Applicant Tracking..., Employee Engagement, Performance Management, Recruiting, Deferred Compensation, PeopleSoft, College Recruiting, Workforce Planning, Organizational..., Succession Planning, Employee Relations, New Hire Orientations, Job Descriptions, HR Transformation, Personnel Management, Interviews, Policy, HRIS, Compensation & Benefit, HR Policies, HR Consulting, Incentive Programs, Leadership, Management, Organizational Design, Labor Relations, Team Building, Employment Law
Education
University of Maryland University College 1989 — 1995
BA, Business
State Street May 2015 - Present
State Street Bank June 2007 - Present
MFS Investment Management July 2000 - June 2007
Metlife Securities 1999 - 2000
Education
University of Massachusetts Boston
University of Massachusetts Dartmouth
State Street August 2012 - Present
State Street August 2012 - Present
Citizens Bank January 2010 - August 2012
MMC January 2008 - January 2010
State Street Global Advisors September 2002 - December 2007
Storability September 2000 - August 2002
Houghton Mifflin July 1998 - August 2000
Analog Devices October 1997 - July 1998
Open Software Foundation July 1996 - October 1997
Columbia National Inc. September 1993 - June 1996
Skills
Vendor Management, Budgets, Data Center, SAN, Storage, Windows Server, ITIL, HP-UX, Shell Scripting, Integration, Oracle, Team Leadership, Solaris, Operating Systems, Solution Architecture, Databases, Unix, Servers, Leadership, Virtualization, Apache, Disaster Recovery, Networking, Netbackup, Unix Shell Scripting, Event Management, Business Continuity, NetApp
Education
University of Maryland College Park 1993 — 1994
BS, Computer Management of Information
University of Maryland University College 1987 — 1992
BA, German and Political Science
MassMutual Financial Group January 2013 - Present
The Hartford February 2008 - December 2012
MFS Investment Management June 1996 - February 2008
Fidelity Investments May 1994 - June 1996
State Street 1990 - 1995
Skills
401k, Pensions, Profit Sharing, Cash Balance, Qualified Retirement..., Mutual Funds, Retirement, Investments, Wealth Management
Education
University of Massachusetts Boston
Boston College High Scool
State Street Global Advisors November 2005 - Present
FundQuest February 2004 - November 2005
State Street April 1995 - May 2003
Education
University of Massachusetts Boston 1991 — 1995
State Street September 2008 - Present
KPMG August 2001 - September 2008
PricewaterhouseCoopers April 1999 - August 2001
Bank of Boston December 1995 - April 1999
Skills
Securities Valuation..., Fair Value, ASC Topic 820 (formerly..., Fixed Income, OTTI, Mutual Funds, Sarbanes–Oxley (SOX), Financial Analysis, Financial Modeling, Capital Markets, Private Equity, Financial Reporting, Financial Markets, Account Management, Financial Services, Fund Accounting, Risk Management, Valuation, Due Diligence, Securities Pricing, Mergers, Bloomberg, CCAR Stress Testing, RRP - Liquidity and..., Credit Valuation...
Education
University of Massachusetts Boston
B.A. Degree, Business Management
Eagle Investment Systems March 2013 - Present
Eagle Investment Systems May 2011 - March 2013
State Street May 2007 - May 2011
State Street June 2006 - May 2008
Skills
Fixed Income, Mutual Funds, Financial Services, Equities, Securities, Bloomberg, Derivatives, Corporate Actions, Asset Management, Business Development, Business Analysis, Hedge Funds, Risk Management, Sales, Investments, Management, Cross-functional Team...
Education
University of Massachusetts Boston 2005 — 2007
MBA, Accounting
University of Massachusetts, Amherst 1998 — 2002
Bachelors of Art, Communications
MFS Investment Management June 2011 - Present
State Street August 2008 - June 2011
JP Morgan Chase September 2007 - August 2008
Investors Bank & Trust 2005 - 2007
Skills
Financial Reporting, Tax, Mutual Funds, Hedge Funds, Tax Preparation, Asset Management, Alternative Investments, Tax Research, Accounting, Financial Analysis, SEC filings
Education
University of Massachusetts Boston
BS, Accounting
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman July 2008 - September 2013
State Street December 2000 - July 2008
Skills
Equities, Securities, Fixed Income, Bloomberg, Hedge Funds, Series 7
Education
University of Massachusetts Boston 1988 — 2005
bs, sociology
State Street Corporation September 2010 - Present
State Street May 2006 - December 2008
State Street March 2001 - May 2006
Skills
Corporate Actions, Financial Statements, Derivatives, Financial Services
Education
University of Massachusetts Boston 1987 — 1989
M.B.A., Business Admin
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
State Street AVP - Operations ManagerState Street BankJune 1994 - Present
Skills
Mutual Funds, Fixed Income, Securities, Bloomberg, Equities, Global Custody, Corporate Actions, Middle Office, Financial Services, Settlement, Back Office, Asset Management, Fund Accounting, Hedge Funds, Securities Lending, Fund Administration, Investments, Risk Management, Derivatives, Banking, Capital Markets
Education
University of Massachusetts Boston 1990 — 1994
BS in Management, Finance
State Street June 2008 - February 2009
BNY Mellon June 2002 - June 2008
BNY Mellon June 1995 - June 2002
BNY Mellon June 1987 - June 1995
BNY Mellon January 1985 - June 1987
Skills
Investments, Banking, Project Management, Leadership, Mutual Funds
Education
American Bankers Association : Northwestern University 1996 — 2002
Certificate, National Gradudate Trust School
University of Massachusetts Boston 1975 — 1981
Bachelors, Sociology/Psychology
American Bankers Association : Northwestern University
Certificate, National Trust School
H&R Block Tax Training Program
Certificate, Basic Income Tax Preparation
The New England Banking Institute
Certificate, Trust Administration
Federal Home Loan Bank of Boston June 2014 - Present
Icon Information Consultants January 2014 - June 2014
State Street 2000 - January 2013
State Street 1998 - 2000
State Street 1996 - 1998
Ernst & Young 1989 - 1996
Skills
Mutual Funds, Internal Audit, Asset Management, Internal Controls, COSO, Risk Management, Sarbanes-Oxley Act, Corporate Governance, AML, Management, Due Diligence, Risk Assessment, Compliance Program..., Operational Risk..., Anti-Money Laundering, Business Recovery..., SAS70, Third Party Vendor..., Financial Services, Operational Risk, Financial Audits, Governance, Auditing, Finance, External Audit, Investments, Enterprise Risk...
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Management: concentration in Accounting
Archbishop Williams
State Street May 2011 - Present
State Street Bank July 2007 - Present
Residence Inn October 2006 - Present
Kelly Services July 2007 - May 2011
Veritude July 2006 - January 2007
Skills
Accounts Receivable, Accounting, Invoicing, Coordination, Auditing, Microsoft Word, Credit, Customer Service, Outlook, Banking, Call Centers, Teamwork, Microsoft Excel, Payments, Time Management
Education
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Economics
Roxbury Community College 2006 — 2007
A.S., Business Administration
Mercer Investments July 2015 - Present
State Street May 2011 - June 2015
State Street March 2005 - May 2011
Briggs NY June 2004 - March 2005
Shemin Nurseries May 2000 - December 2003
Skills
Microsoft Excel, Corporate Actions, Securities, Financial Services, Account Reconciliation, Investments, Derivatives, Vlookup, Purchasing, Financial Analysis, Middle Office, Financial Reporting, Asset Management, Back Office, Global Custody, Fixed Income, Mutual Funds
Education
UMass Boston
BA, Economics
State Street November 2014 - Present
State Street April 2014 - November 2014
State Street April 2013 - April 2014
State Street August 2011 - April 2013
State Street October 2010 - August 2011
State Street August 2008 - September 2010
State Street May 2010 - August 2010
Skills
Fund Accounting, Global Custody, Corporate Actions, Fund Administration, Mutual Funds, Hedge Funds, Fixed Income, Equities, Securities, Financial Analysis, Derivatives, Financial Reporting, Valuation, Internal Controls, Wealth Management, AML, Back Office, Due Diligence, Financial Services, Financial Risk, Fund Of Funds, Investments, Asset Management
Education
University of Massachusetts Boston 2005 — 2009
Business Management, Accounting
CVS Caremark Corporation 2013 - Present
State Street October 2005 - August 2013
University of Massachusetts January 2000 - September 2002
Stop and Shop January 1998 - January 2000
GE Capital 1997 - 1997
Skills
RACF, Unix, Active Directory, SQL, Java, VBScript, Perl, LDAP, Networking, Lotus Notes, Microsoft Exchange, SharePoint, Disaster Recovery, Mainframe
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.Sc.), Computer Science, 3.0
JPMorgan Chase September 2013 - Present
State Street January 2012 - April 2013
State Street November 2009 - January 2012
PwC 1996 - 2001
Skills
Microsoft Office, Banking, Strategic Planning, Account Reconciliation, Leadership, Mutual Funds, Trading, Accounting, Finance, Financial Analysis, Time Management, Securities, Financial Services, Equities, Hedge Funds
Education
UMass Boston 2003 — 2008
Bachelors of Science in Management, Concentration in Accounting
IBM November 2012 - Present
State Street Corporation June 1997 - Present
State Street 1995 - 1997
State Street 1989 - 1995
Crosby Valve and Gage Company 1988 - 1989
Cullinet Software 1983 - 1987
Skills
Integration, Operating Systems, Enterprise Software, Architecture, System Deployment, Business Analysis
Education
University of Massachusetts Boston 1978 — 1982
BS, Biology
State Street Alternative Investment Solutions April 2015 - Present
State Street February 2011 - Present
NRT July 2005 - June 2009
ESPN and FOX Sports Radio January 2005 - May 2005
Virginia Tech Sports Marketing and Promotions Department October 2003 - May 2005
Boys & Girls Clubs of New River Valley August 2004 - December 2004
Skills
Microsoft Excel, Access, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Accounting, Marketing, Data Analysis, Outlook, Research, PeopleSoft, Finance, Budgets, Real Estate
Education
University of Massachusetts Boston 2009 — 2010
Master of Science in International Management (MSIM)
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and Environmental Management
Virginia Polytechnic Institute and State University 2003 — 2005
Bachelor of Arts (B.A.), Communication Studies, Public Relations; Marketing Minor
Duxbury High School
Johann Wolfgang Goethe University (Frankfurt University)
Summer Abroad
East Boston Savings Bank March 2013 - Present
Northern Bank & Trust Company April 2011 - March 2013
Northern Bank & Trust Company November 2008 - April 2011
State Street April 2007 - November 2008
Skills
Commercial Lending, Commercial Banking, Commercial Real Estate, Credit, Credit Analysis, Finance
Education
University of Maryland University College
MBA
University of New Hampshire
BA, English
B.M.C. Durfee High School
Prudential Financial June 2012 - Present
The Mergis Group April 2012 - June 2012
Legg Mason September 2005 - July 2011
State Street October 1997 - September 2005
Skills
Mutual Funds, Financial Reporting, Bloomberg, Securities, Client Service, Derivatives, Reconciliations, Fund Accounting, Fixed Income, Asset Management, Financial Services, Hedge Funds, Alternative Investments, Funding, Middle Office, Investments, Valuation, Equities, Bonds, Investment Banking, Relationship Management, Account Reconciliation, Bloomberg Terminal, Fund Administration, Capital Markets, Cash Management, Client Services, Corporate Finance, Finance, Financial Modeling, Private Equity, Risk Management
Education
UMass Boston 2000 — 2005
B.Sc, Economics
State Street December 2005 - Present
D4 Corporation November 1997 - December 2002
Fidelity Investments June 1996 - October 1997
Education
UMass Boston 2004 — 2006
Master's degree, Computer Science
State Street July 2004 - Present
State Street August 2002 - July 2004
State Street February 2001 - August 2002
MicroFridge May 1996 - February 2001
Education
UMass Boston
Bachelor's degree, Criminal Justice and Corrections and Sociology
Bank of America Merchant Services July 2015 - Present
TD May 2013 - December 2014
Leader Bank August 2012 - March 2013
Xerox October 2009 - March 2012
Citizens Bank October 2006 - March 2008
State Street May 2005 - October 2006
Skills
sales, Marketing, and..., Broad knowledge of..., Business Development, Strong analytical skills, Inventory Management, Certified Project..., Marketing, Loans, Banking, Customer Service, Financial Analysis, Credit, Finance, Sales, New Business Development, Auditing, Relationship Management, Investments, Commercial Banking, Program Management, CRM, Risk Management, Management
Education
University of Massachusetts Boston 2000 — 2005
Bachelor of Science (BSc), Business Administration and Management, General
University of Massachusetts Boston
Master of Business Administration (M.B.A.), Finance, General
Connolly, LLC 2014 - Present
New Horizons Computer Learning Centers 2013 - 2014
State Street 2003 - 2012
Education
University of Maryland University College
Master's degree, Software Engineering
University of Massachusetts, Amherst
Bachelor's degree, Economics
State Street 1995 - 2012
Education
University of Massachusetts Boston
Management Information Systems, General
State Street 2012 - Present
Education
University of Massachusetts Boston
State Street May 2013 - Present
PharMerica October 2011 - May 2013
Skills
Claims Resolution, Organization, Communication, Dependable Team Player, Determination to Succeed, Learning Quickly, Helping Others Succeed, Goal Oriented, Team-oriented, Time Management, Microsoft Excel, Customer Service, Teamwork
Education
University of Massachusetts Boston 2012 — 2015
Master of Science (M.S.), Finance
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (B.S.), Finance, General
State Street September 2013 - Present
Massachusetts Air National Guard June 2011 - Present
Skills
Financial Analysis, Bloomberg Terminal, Mutual Funds, Investments, Portfolio Management, Financial Modeling, Risk Management, Analysis, Valuation, Fund Accounting, Excel Macros
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.), Business Management, Finance
State Street March 2015 - Present
Massachusetts Baseball Umpires Association 2010 - Present
Partners HealthCare February 2014 - February 2015
Systagenix October 2013 - December 2013
Skills
Organization Skills, Time Management, Customer Service, Executive Calendar..., Phone Etiquette, Windows, Sales, Great Personality
Education
University of Massachusetts Boston 2009 — 2013
BS, Political Science and Government, 3.0
Milton High School 2007 — 2009
High School, General