State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Seeking New Opportunities August 2014 - Present
State Street September 2006 - August 2014
State Street May 2005 - September 2006
Skills
Financial Accounting, Analytics, Interpersonal Skill, Highly responsible, Creative Problem Solving, Teamwork, Financial Modeling, Due Diligence, Financial Services, Valuation, Microsoft Excel
Education
UMass Boston
Bachelor of Science (B.S.), Finance, General
State Street July 2013 - Present
Education
Boston University 2010 — 2012
Graduate Degree, Project Management
University of Massachusetts Boston 2002 — 2006
Bachelor of Arts (B.A.)
State Street April 2014 - Present
State Street December 2013 - April 2014
SunTrust Bank September 2012 - December 2013
Seven Step Recruiting September 2012 - December 2013
Skills
Applicant Tracking..., Sourcing, Recruiting, Talent Acquisition, Taleo, Social Networking, Technical Recruiting, College Recruiting, Sales, Banking, Hiring, Employee Benefits, Screening Resumes, Employee Relations, Resume Writing, Human Resources, Interviews, Recruitment Advertising, Temporary Placement, Talent Management, Contract Recruitment, Internet Recruiting, Benefits Negotiation, Strategic Sourcing, Employee Training, Staffing Services
Education
University of Massachusetts Boston 2008 — 2012
Bachelor's degree, 4.0
Notre Dame Academy
State Street Corporation June 2015 - Present
State Street August 2014 - Present
Education
Umass Boston 2013 — 2015
Bachelor's degree, Accounting
University of Massachusetts Boston 2013 — 2015
Bachelor's degree, Accounting
BHCC 2011 — 2013
Associate's degree, Business Administration
State Street September 2014 - Present
State Street May 2013 - August 2014
State Street June 2012 - April 2013
State Street August 2011 - May 2012
Partners HealthCare March 2010 - October 2011
Army National Guard 2001 - 2008
Skills
Access, Accounting, Microsoft Excel, Mutual Funds, Fund Accounting, Bloomberg, Process Improvement, Outlook, Data Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Massachusetts Boston 2008 — 2012
Bachelors, Accounting
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
State Street June 2014 - Present
Computershare June 2013 - September 2013
Shoebuy.com October 2012 - April 2013
Monster 2013 - 2013
Fastenal May 2011 - November 2011
Winona State University November 2009 - December 2010
Gift of Water, Inc non-profit organization November 2007 - June 2009
DAI September 2007 - March 2008
Fox Valley Technical College 2005 - 2007
Fox Valley Technical College 2005 - 2007
Education
Winona State University 2009 — 2012
Bachelor of Applied Science (BASc), Economics
Fox Valley Technical College 2005 — 2007
Associate of Arts and Sciences (AAS), Environmental Studies
University of Massachusetts Boston
University of Massachusetts Boston
Trilogy Financial Services July 2012 - Present
Brown Brothers Harriman August 2008 - April 2010
Brown Brothers Harriman August 2008 - April 2010
State Street May 2000 - August 2008
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Insurance, Portfolio Management, Fixed Income, Estate Planning, Life Insurance, Bloomberg, Series 6
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
State Street April 2014 - Present
State Street November 2012 - April 2014
State Street April 2011 - November 2012
Citigroup July 2007 - April 2011
Skills
Equities, Fixed Income, Banking, Derivatives, Credit, Investment Banking, Investments, Bloomberg, Loans, Mutual Funds, Securities, Mortgage Lending, Credit Cards, Finance, Portfolio Management
Education
UMass Boston 2006 — 2011
Bachelor of Arts (BA), Economics
Petro Nini Luarasi
Citi April 2012 - Present
JPMorgan Chase June 2011 - April 2012
State Street July 2007 - June 2011
City of Boston January 2007 - July 2007
Decathlon Internacional January 2006 - January 2007
Skills
Hedge Funds, Mutual Funds, Investments, Accounting, Equities, Fixed Income, Finance, Bloomberg, Financial Analysis, Financial Modeling, Financial Services, Credit Derivatives, Interest Rate..., Futures Trading, Options, Peacekeeping, Counterterrorism, Counterintelligence, Emergency Response to...
Education
University of Massachusetts Boston 2004 — 2007
Bachelor of Arts, Economics, summa cum laude
Vista Equity Partners January 2015 - Present
State Street June 2011 - December 2014
Skills
Financial Reporting, Financial Accounting, Financial Services, Mutual Funds, External Audit, Internal Audit, Bloomberg Terminal, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Fund Accounting, Financial Analysis
Education
University of Massachusetts Boston 2006 — 2011
Bachelor of Arts (B.A.), Economics
State Street November 2014 - Present
Skills
Bilingualism, Microsoft Word, PowerPoint, Research, Public Speaking, Microsoft Excel, Data Analysis, English, Strategic Planning, Customer Service, Sales, Risk Management, Budgets
Education
University of Massachusetts Boston 2013 — 2017
Bachelor of Arts (BA), Social Psychology
Fenway High School 2009 — 2013
Hewlett-Packard April 2010 - Present
Stop & Shop April 1995 - Present
Stop & Shop 1995 - 2013
State Street March 2001 - June 2004
Skills
COBOLII, IBM Mainframe, Unix Operating Systems, JCL, MVS, Remedy User, PVCS, PMP, SME development
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Computer Science
Go Kickball LLC April 2013 - Present
Self-Employed September 2011 - Present
State Street June 2008 - December 2010
athenahealth June 2006 - June 2008
Skills
Event Planning, Microsoft Office, Research, Microsoft Excel, PowerPoint, Public Speaking, Strategic Planning, Microsoft Word, Financial Analysis, Training, Customer Service, Investments, Management Consulting, Social Media, Event Management, Business Strategy, Social Networking, Editing, Leadership Development, Finance, Public Relations, Strategy, Marketing, Market Research, Project Management, Sales, Recruiting, Business Planning, Entrepreneurship, Teaching, Team Building, Change Management, Marketing Strategy, Social Media Marketing, Employee Relations
Education
University of Massachusetts Boston 2003 — 2007
BA, Economics, Psychology
State Street March 2011 - Present
State Street March 2011 - Present
Bank of America 2005 - 2007
Education
University of Massachusetts Boston 2007 — 2010
BA, Finance
Marsh and McLennan (MMC) April 2007 - Present
Property Portfolio & Research October 2005 - September 2006
State Street January 2001 - May 2002
Z-Tech Associates February 1998 - December 2000
University of Massachusetts September 1996 - January 1998
EDS Group September 1991 - June 1993
Skills
System Administration, Unix, Servers, Windows, Cisco
Education
University of Massachusetts Boston 1996 — 1998
MEd, Instructional Design
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Hingham High
Hingham High
Hingham High
State Street April 2015 - Present
State Street July 2014 - April 2015
State Street November 2011 - July 2014
Lucca Restaurant May 2007 - November 2010
Skills
Mutual Funds, Fixed Income, Multi-Managed Funds, Master-Feeder, Exchange Funds, Microsoft Office, Proficient in Excel, Bloomberg, Customer Service, Investments, Financial Accounting, Account Reconciliation, Fund Of Funds, Reuters, Multitasking Skills, Expenses, Derivatives, Problem Solving, Fund Administration, Access, Equities, Data Analysis, Microsoft Excel, Bonds, Outlook, Finance, Budgets, Accounting
Education
University of Massachusetts Boston 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance and International Management
Goldman Sachs October 2014 - Present
State Street Bank September 2013 - September 2014
Volunteer September 2006 - September 2014
State Street January 2012 - September 2013
State Street Corporation, Boston MA August 2010 - December 2011
University of Massachusetts Boston January 2008 - January 2010
Skills
Student Recruiting, Academic Advising, Program Development, Community Outreach, PowerPoint, Tutoring, Curriculum Development, Microsoft Office, Event Planning, Grant Writing, Volunteering, Non-profits, Qualitative Research, Leadership Development, Student Affairs, Microsoft Excel, Nonprofits, Accounting, Account Reconciliation, Teamwork, Management
Education
University of Massachusetts Boston 2007 — 2011
BS, Accounting and Economics
Natick Public Schools September 2015 - Present
Public Consulting Group June 2014 - September 2015
State Street August 2013 - May 2014
Somerville Municipal Federal Credit Union September 2012 - August 2013
Student Managed Fund - UMass Boston January 2013 - May 2013
J&A Auto Repair October 2010 - September 2012
Nextgen Realty August 2007 - October 2010
Vinny T’s of Boston January 2000 - March 2007
Skills
Analysis, Investments, Leases, Real Estate Transactions, Leadership, Portuguese, Teamwork, People Skills, Business Analysis, Microsoft Excel, Team Building, Marketing Strategy, Investors, Finance, Stock Trading, Banking, REO, Training, Property, Budgets, First Time Home Buyers, Market Research, Credit, Team Management, Bloomberg, Stock Market, PowerPoint, Management, Team Leadership, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Valuation, Financial Modeling
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (M.B.A.)
UMass Boston 2012 — 2014
Management, BS, Finance
MassBay Community College 2010 — 2012
Associates, Business Administration
Hewlett-Packard July 2010 - Present
CCA May 2002 - April 2010
State Street March 2000 - May 2002
Skills
A/R collections, Collections, Management, Accounts Receivable, Call Centers, Finance, Process Improvement, Leadership, Access, Business Process..., Software Documentation, Team Leadership, Customer Satisfaction, Human Resources, Vendor Management, Team Building, Data Analysis, Business Analysis, Forecasting, Analysis, Program Management, Cross-functional Team..., Change Management, CRM, Coaching, Budgets, Account Management, Performance Management, Operations Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Norbert Financial Services Group January 2012 - Present
Acushnet Company November 2011 - January 2012
State Street May 2011 - November 2011
Whitworth Dental Associates October 2009 - March 2011
Skills
Excel, French, computer, PowerPoint, Quickbooks, Turbo Tax, QuickBooks, Accounting, Financial Reporting, Account Reconciliation, Microsoft Excel, Management, PeopleSoft, Financial Analysis
Education
University of Massachusetts Boston 2005 — 2009
bachelor of Science, Accounting
State Street October 2012 - Present
Gilmartin & Magence LLP September 2012 - July 2013
Braver PC February 2012 - April 2012
Northwestern Mutual September 2011 - November 2011
Skills
Mathematics, Business Communications, Bi-lingual in English..., Excellent people skills, Microsoft Word, Excel, PowerPoint, ProSystem fx Tax, ProSystem fx Document, ProSystem fx Engagement, XCM Solutions, Microsoft Excel, Sales, Customer Service, Accounts Payable, Finance, QuickBooks, Time Management, Accounting, Financial Analysis, Data Analysis, Access, Microsoft Office, Teamwork
Education
University of Massachusetts Boston
Bachelor of Science, Finance and Financial Management Services
Trinas Starlite Lounge October 2010 - Present
Middlesex Lounge April 2009 - Present
Bartley's Burger Cottage March 2008 - October 2010
State Street October 2006 - March 2007
Education
New England Bartending School 1999 — 2005
Beverage Management
University of Massachusetts Boston
BA, Art, English, Minor in Communications
Acton Boxborough Regional High School
State Street February 2014 - Present
IBM June 2012 - February 2014
State Street January 2011 - June 2012
State Street Corporation July 2007 - January 2011
Skills
Incident Management, HP NonStop, Open VMS, Desktop Support, SQL, Autsys Scheduling, Technical Writing, Client Relationship..., BMC Remedy, Windows Server, Process Improvement, Process Scheduler, Technical Support, Disaster Recovery, Data Center, CRM, Troubleshooting, Enterprise Architecture, Software Project..., Testing, Enterprise Software, ITIL, Vendor Management, Software Documentation, Networking, IT Operations, Management, Citrix, Service Delivery, IT Management, IT Service Management, IT Strategy, Integration, VMS
Education
Chubb Institute 2002 — 2004
Associate of Arts (AA), Graphic Design
UMass Boston
Management Information Systems, General
State Street April 2005 - Present
Education
University of Massachusetts Boston 1994 — 1998
Bachelor's degree, Psychology
State Street September 2015 - Present
Citi November 2012 - September 2015
State Street July 2007 - November 2012
Investors Bank & Trust November 2006 - July 2007
Boston Properties June 2005 - November 2006
Skills
Accounting, Tax, Account Reconciliation, Income Tax, Tax Preparation, Private Equity, Alternative Investments, Fund Administration, Internal Controls, General Ledger, Partnership Taxation, Fund Of Funds
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science (B.S.), Accounting & Finance
Boston Latin Academy 1997 — 2001
Nuance Communications June 2014 - Present
State Street September 2013 - May 2014
University of Massachusetts College of Management September 2012 - May 2014
King & Wood Mallesons January 2010 - December 2010
Skills
Analytical Skills, Financial Analysis, Databases, Microsoft Excel, Fast Learner, SQL, Financial Modeling, Data Analysis, Finance, QuickBooks, Management, Analysis, Business Intelligence, Customer Service, Accounting, Research, Time Management, Bloomberg, SAP, Tableau, Visio, Visual Studio, PowerPivot, Cognos, SAS
Education
University of Massachusetts Boston 2011 — 2014
Dual Master's Degree, Finance and Information Systems
East China University of Political Science and Law 2007 — 2011
LLB, International Economic Law
State Street June 2012 - Present
State Street May 2007 - Present
JPMorgan Chase May 2005 - May 2007
Skills
Financial Analysis, Corporate Finance, Credit Risk
Education
Fitch Insurance Training 2009 — 2009
Insurance Company Analysis
University of Massachusetts Boston 2005 — 2008
MBA, Finance
University of Massachusetts Boston 2003 — 2005
B.S., Finance
State Street June 2015 - Present
CapeSym, Inc. March 2011 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Project Management, PowerPoint, Sales, Strategic Planning, Outlook, QuickBooks, Social Media, Social Networking
Education
University of Massachusetts Boston 2013 — 2015
Bachelor's degree, International Business
University of Massachusetts Boston 2013 — 2015
Bachelor's degree, International Business
Harvard University August 2015 - Present
State Street January 2014 - May 2014
Skills
Financial Reporting, Financial Accounting, Account Reconciliation, Microsoft Office, PowerPoint, Financial Risk, Accounting, Peachtree, MS Office, Cash Management, Financial Analysis, Fund Monitoring, Corporate Finance, Start-ups, ETFs, Stock Valuation, Real Estate Development, Real Estate Financing
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (B.S.), Finance, 3.86
University of Massachusetts Boston 2012 — 2014
BS, Accounting and Finance
Clean Harbors April 2011 - May 2015
State Street November 2005 - April 2011
Talbots April 2003 - September 2005
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Energy, Proposal Writing, Environmental Awareness, Employee Relations, Technical Recruiting, Talent Management, Recruiting, Human Resources, Sourcing, Cold Calling, Database Administration, College Recruiting, Performance Management, Hazardous Waste..., Conflict Resolution, Succession Planning, HRIS, Internet Recruiting, Screening, Inventory Management
Education
University of New Hampshire 1998 — 2002
BA, Communications and Political Science
University of Massachusetts Boston
Master's degree
State Street May 2015 - Present
BNY Mellon December 2013 - April 2015
BNY Mellon March 2012 - November 2013
Eagle Bank December 2010 - March 2012
Eagle Bank April 2008 - March 2012
Skills
Management, Microsoft Excel, Customer Service, Financial Analysis, Banking, Risk Management, Project Management, Business Analysis, Accounting, Finance, PowerPoint, Financial Services, Sales, Financial Reporting, Microsoft Office, Securities, Analysis, Time Management, Public Speaking, Outlook, Leadership, Data Analysis, Microsoft Word, Teamwork
Education
University of Massachusetts Boston 2007 — 2011
Bachelor's degree, Business Administration and Management, General
State Street September 2015 - Present
State Street May 2015 - August 2015
Liberty Mutual Insurance June 2014 - December 2014
UMass Boston Admission Office September 2013 - January 2014
Liberty Mutual Insurance October 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership, Employee Benefits, Human Resources, Time Management, Strategic Planning, Team Building, Access, Editing, Public Speaking, Social Media, Teamwork, Employee Relations
Education
University of Massachusetts Boston 2013 — 2017
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
State Street July 2015 - Present
Analogic January 2015 - July 2015
Dhee Intellection Solutuion, pvt ltd November 2008 - February 2010
Skills
Java, JUnit, J2ME Development, C++, SQL, C, HTML, CSS, JavaScript, VB.NET, ASP.NET, Software Engineering, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Management, Eclipse, Microsoft SQL Server, Programming, Visual Studio, .NET
Education
University of Massachusetts Boston 2014 — 2015
Master's Degree, Computer Science, GPA- 3.95 / 4.0
Visvesvaraya Technological University 2004 — 2008
Bachelor's Degree, Computer Science
J.Crew August 2015 - Present
Target June 2014 - May 2015
State Street April 2013 - April 2014
Bank of America July 2011 - April 2013
DSW February 2008 - July 2011
Skills
Leadership, Merchandising, Team Leadership, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Timely Decision Making, Teamwork, Retail, Sales Management, Management, Microsoft Office, CRM, Sales, Customer Satisfaction, Data Entry, Coaching, Computer Proficiency, Organization, Detail Oriented, Store Management, Process Improvement, Crisis Management, Sales Execution, Operational Execution
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's Degree, Supply Chain and Service Management, 3.38
Revere High School 2006 — 2010
State Street November 2014 - Present
State Street Corp. July 2013 - Present
HKSim Inc. January 2008 - Present
Boston Cab Inc. April 2009 - June 2013
UMass Boston September 2008 - June 2012
Skills
Programming, Inventory Management, Computer Maintenance, Data Analysis, Access, Microsoft Excel, Visual Basic, PowerPoint, Microsoft Office, Dreamweaver, Microsoft Word, Photoshop, Visio, SQL, MS Project, HTML, Outlook, Computer Hardware, Windows, Troubleshooting, System Administration, Financial Analysis, Sales
Education
UMass Boston 2008 — 2012
Bachelor Degree, Management Information System & Finance
Wellington Management May 2002 - Present
State Street June 1993 - May 2002
Education
University of Massachusetts Boston
BS, Finance
Accenture November 2014 - Present
State Street August 2013 - October 2014
Harvard Business School June 2014 - August 2014
UCLA Anderson School of Management July 2014 - July 2014
Goldman Sachs November 2013 - November 2013
Edward M. Kennedy Institute for the United States Senate January 2013 - June 2013
US Congress- Office of Senator Christopher Coons September 2012 - November 2012
Congressional Hispanic Caucus Institute August 2012 - November 2012
The Alliance for Business Leadership June 2012 - September 2012
Harvard Kennedy School of Government June 2012 - August 2012
Skills
Spanish, Non-profits, Volunteer Management, Research, Microsoft Office, Public Speaking, Data Analysis, International Relations, Leadership, Analysis, Social Media, Policy, Business Development, Entrepreneurship, Training, Start-ups, Management, Financial Analysis
Education
University of Massachusetts Boston
Bachelor of Science in Management (BSM) Finance, Bachelor of Arts (B.A.) Economics
State Street October 2014 - Present
IHI August 2011 - October 2014
Hyatt Regency Boston January 2010 - July 2011
Hyatt Regency Boston April 2009 - January 2011
Skills
Accounts Payable, Management, Financial Analysis, Microsoft Office, Microsoft Excel, Organized Multi-tasker, Committed to..., Employee Training, Accounting, Budgets, Accounts Receivable, Finance, Invoicing, Payroll, Concur
Education
UMass Boston 2007 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
Aramark April 2014 - Present
ARAMARK November 2013 - April 2014
Liberty Mutual Insurance April 2013 - November 2013
State Street September 2011 - March 2013
Skills
Microsoft Excel, DPF, Microsoft Power Point, Budget, Project Management Tools, SDLC, Building Relationships, Reporting, Financial Reporting, Financial Analysis, Business Strategy, PMO, Portfolio Management, Due Diligence, Project Finance, Budgets
Education
University of Massachusetts Boston 2009 — 2011
MBA
Westfield State College 2001 — 2005
BS, Business Management
Aon December 2011 - Present
First American Financial Corporation May 2006 - June 2011
State Street August 1997 - September 2002
Blue Cross Blue Shield of Massachusetts September 1991 - July 1997
Skills
Auditing, Accounting, General Ledger, Internal Controls, Internal Audit, Finance, Financial Statements, Financial Reporting, Sarbanes-Oxley Act
Education
University of Massachusetts Boston 1987 — 1992
BS, Accounting
State Street July 2014 - Present
State Street November 2012 - July 2014
Granite Telecommunications April 2012 - October 2012
Simon Property Group - Arsenal Mall March 2008 - November 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Ten Video and Music June 2006 - September 2006
Skills
Accounting, Peachtree, Data Entry, Microsoft Excel, Invoicing, Accounts Receivable, Accounts Payable, Outlook, Customer Service, Payroll, QuickBooks, Microsoft Word, Auditing, Spreadsheets, Financial Reporting, Microsoft Office, Access, PowerPoint, File Management, Financial Analysis, Financial Accounting, Sales
Education
University of Massachusetts Boston 2007 — 2011
bs, business management
University of Massachusetts Boston 2007 — 2011
Bachelor of Science degree, Management; Accounting
State Street July 2014 - Present
State Street June 2013 - July 2014
State Street August 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Outlook, Financial Analysis, Data Analysis, Financial Reporting, Analysis
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Massachusetts Boston 2008 — 2013
Bachelor's degree, Finance, General
State Street Global Advisors July 2012 - Present
State Street April 2012 - July 2012
BlackRock March 2009 - September 2010
BlackRock November 2007 - March 2009
State Street Global Advisors June 2006 - November 2007
State Street July 2004 - June 2006
State Street July 2003 - July 2004
Skills
Accounting, Bloomberg, Customer Relations, Excel, Compliance, Mutual Funds, Fixed Income, General Ledger, Financial Reporting, Microsoft Office, Investments, Equities, Mergers, Asset Management, PowerPoint, Derivatives, FX, Pricing, Outlook, Word, Process Improvement, Audit, Access, Portfolio Management, Forecasting, Budgeting, Valuation, Securities, Reconciliation, Problem Solving, Funding, Alternative Investments, Customer Service, Corporate Actions, Bloomberg Terminal, Financial Services, ETFs
Education
University of Massachusetts Boston 2000 — 2003
Master of Business Administration, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelors of Arts, Psychology
Eaton Vance October 2013 - Present
Eaton Vance October 2011 - October 2013
BNY MELLON ASSET SERVICING March 2008 - September 2011
State Street August 2006 - March 2008
State Street June 2006 - August 2006
State Street April 2005 - May 2006
Skills
Bloomberg AIM, Bloomberg CMGR, AXIOM, Microsoft Outlook, Microsoft Office, Lotus Notes, MCH (Multicurrency..., IAS (Investment..., Reuters, NASDAQ, IDC 360View, Aladdin Enterprise..., Securities, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Valuation, Risk Management, Derivatives, Fixed Income, Investment Management, Asset Management, Investments
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Arts (B.A.), Economics
JP Morgan March 2008 - Present
Investors Bank & Trust May 1999 - March 2008
State Street Bank 2007 - 2008
State Street 2007 - 2008
Skills
Project Management, Financial Services, Investments, Risk Management, Business Analysis, Financial Analysis, Banking, Financial Modeling, Fixed Income, Equities, Analysis, Management, Finance, Securities, Mutual Funds, SDLC, Asset Management, Portfolio Management
Education
University of Massachusetts Boston 1993 — 1997
BA
United States Coast Guard Auxiliary 2001 - Present
State Street April 2007 - September 2014
Skills
Emergency Management, Government, Program Management, Military, Policy, Homeland Security, Policy Analysis, Leadership Development, Risk Management, Public Speaking, Operations Management, Security Clearance, Team Building, Supervisory Skills, Leadership, Team Leadership, Analysis, Process Improvement, Strategic Planning, Crisis Management, Command, Instructor-led Training, Project Management, Management
Education
University of Massachusetts Boston 1980 — 1983
Bachelor of Science (BS), Biology, General
University of Massachusetts Boston 1979 — 1983
Bachelor of Science (B.S.), Biology, General
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
State Street Corp March 2012 - Present
State Street Corporation January 2006 - March 2012
State Street February 2003 - February 2005
State Street February 1980 - January 2003
Skills
Financial Services, Fund Accounting, Fund Administration, Business Analysis, Investments, Mutual Funds, Global Custody, Portfolio Management, Risk Management, Back Office, Bloomberg, Fixed Income, Securities, SDLC, Middle Office, Asset Managment, Securities Lending, Corporate Actions, Series 63
Education
University of Massachusetts Boston 1981 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
North Quincy High School 1977 — 1981
HIgh School Diploma
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
State Street 1988 - Present
Skills
Fixed Income, Securities, Fund Accounting, Middle Office, Equities
Education
University of Massachusetts Boston 1983 — 1987
State Street natpstate street1998 - 2005
Education
University of Massachusetts Boston 1996 — 1998
State Street July 2008 - Present
MetLife January 2000 - May 2008
New England Life 1999 - 2000
Skills
Quality Assurance, SDLC, Quality Center, Waterfall, Resource Management, User Acceptance Testing, Project Management, Software Quality..., Test Planning, Regression Testing, Test Cases, Test Management, Defect Tracking, Test Strategy, Test Automation, Testing, System Testing, QTP, Requirements Analysis, Software Development
Education
University of Massachusetts Boston 1973 — 1977
State Street August 2014 - Present
State Street Bank and Trust Company February 2010 - Present
State Street Bank & Trust Company 2010 - Present
State Street 1994 - 2010
Education
University of Massachusetts Boston 1986 — 1990
BS, Management
Delta Air Lines March 2014 - Present
Delta Air Lines May 2011 - January 2014
TD Ameritrade October 2012 - April 2013
Snap Photo Tours March 2012 - September 2012
Provide Commerce November 2011 - July 2012
South Molle Island Resort October 2010 - December 2010
Copper Mountain Resort October 2009 - April 2010
Princess Cruises May 2008 - September 2009
Hamilton, Manning, & Associates November 2007 - May 2008
State Street July 2006 - April 2007
Skills
Microsoft Office, Customer Service, Team Building, Microsoft Excel, Hospitality, PowerPoint, Training, Outlook, Customer Satisfaction, Microsoft Word, Sales, Team Leadership, Event Planning, Marketing, Inventory Management, Social Media
Education
University of Massachusetts Boston 2005 — 2006
BS Management, Marketing, Finance
State Street September 2011 - Present
JPMorgan Chase February 2007 - August 2011
state street bank 1998 - 2004
Skills
Account Reconciliation, Bloomberg, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Securities, Valuation, Asset Management
Education
RHS
University of Massachusetts Boston
Shuster Corporation April 2013 - Present
Motion Industries 2007 - Present
Shuster Corp / Motion Industries January 2003 - Present
State Street May 2001 - January 2003
International Specialty Products November 2000 - February 2001
Skills
Microsoft Office, Budgets, Microsoft Excel, Process Improvement, Accounts Payable, Customer Service, Account Reconciliation, Accounts Receivable, Manufacturing, Social Media, Journal Entries, Marketing Strategy, Financial Analysis, Strategic Planning, Web Design, Purchasing
Education
University of Massachusetts Dartmouth 2003 — 2005
Bachelor's degree, Management Information Systems, General
University of Massachusetts Dartmouth 1996 — 2001
Bachelor's degree, Accounting
UMass Boston 1998 — 1999
Harmony Natural Learning Center, Newbury, MA July 2014 - Present
State Street August 1996 - Present
Skills
Cpr Certified
Education
University of Massachusetts Boston 1990 — 1994
BS, Business Management, Marketing, Psychology
C. Bella Realty July 2006 - Present
Eagle Investment Systems March 2006 - Present
USBank 2007 - 2009
State Street January 1992 - June 2003
Skills
Fixed Income, Bloomberg, Pricing, Accounting, Corporate Actions, Equities, Excel, Customer Relations, Mutual Funds, PowerPoint, Derivatives, Asset Management, Financial Services, Customer Service, Hedge Funds, Microsoft Excel, Securities
Education
University of Massachusetts Boston 1997 — 2000
MEd, Corporate Consulting/Education
Westfield State University 1987 — 1991
BS, Business/Finance
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
State Street September 2007 - March 2013
Skills
Fund Administration, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg Terminal, Derivatives, Corporate Actions, Fund Of Funds, Hedge Funds, Global Custody, Alternative Investments, Account Reconciliation, ETFs
Education
University of Massachusetts Boston 2005 — 2008
Bachelor Degree in Management, Accounting, 3.6
State Street November 2008 - Present
PricewaterhouseCoopers January 2007 - July 2008
Skills
French, Tax, Tax Accounting, Tax Research, Accounting, Financial Reporting, GAAP, Income Tax, Partnership Taxation, Tax Preparation, Financial Accounting, Account Reconciliation
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (B.S.), Accounting, 3.7
University of Massachusetts Boston
Accounting
Robert Half International July 2007 - Present
State Street July 2006 - June 2008
Mellon Bank June 2005 - May 2006
Education
University of Massachusetts Boston 2004 — 2007
B.S., Management
CBRE/New England 2004 - Present
State Street September 1988 - September 2004
Skills
Real Estate Economics, Disposition, Corporate Real Estate, Real Estate, Leases, Brokerage, Asset Management, Dispositions
Education
University of Massachusetts Boston 1984 — 1988
Bachelor's degree, Psychology
State Street March 2001 - Present
Politzer & HANEY March 1999 - March 2001
State Street Bank 1995 - 1999
Locus Computing Corporation 1990 - 1995
Interlan 1986 - 1990
Diamond Data Systems 1984 - 1986
Education
University of Massachusetts Boston 1979 — 1984
BS, Computer Science
State Street Team LeaderState StreetApril 1994 - Present
State Street August 1997 - November 2000
Skills
Portfolio Management, Accounting, Finance, Financial Services, Management, Securities, Risk Management
Education
University of Massachusetts Boston 1988 — 1992
BA, Economics
University of Massachusetts Boston
Economics
State Street April 2014 - Present
State Street July 2010 - Present
State Street October 2000 - July 2010
Quincy Community Action Programs, Inc. 1994 - 2000
Skills
Compliance, Change Management, Banking, Risk Management, Process Improvement, Operations Management, Accounting, Bloomberg, Mutual Funds, Securities, Business Analysis, Business Process..., Financial Analysis, Finance, Portfolio Management, Financial Services
Education
University of Massachusetts Boston 1996 — 1999
Accounting, Management
AEW Capital Management November 2013 - August 2015
State Street May 2012 - November 2013
Jones Lang LaSalle March 2011 - April 2012
Capital Hotel Mangement, LLC April 2006 - July 2010
Appleseed's 2004 - 2006
PricewaterhouseCoopers 2002 - 2004
Skills
Real Estate Due..., Financial Analysis, Operations Management, Cost Reduction, Project Management, Commercial Real Estate, Real Estate Development, Client Rapport, Strategic Planning, Budget Forecasts
Education
University of Massachusetts
MBA, Accounting
University of Massachusetts Boston
BS, Accounting
State Street April 2008 - June 2008
Education
University of Massachusetts Boston 2002 — 2007
Management, Finance
State Street March 2008 - Present
State Street November 2006 - February 2008
Education
University of Massachusetts Boston 2000 — 2006
BS, International Business
Fidelity Investments April 2012 - Present
Fidelity Investments February 2012 - Present
State Street October 2001 - December 2003
State Street March 1998 - November 2001
Education
UMass Boston
State Street Corp 2005 - Present
State Street 2002 - 2005
State Street 2000 - 2002
State Street 1997 - 1999
Skills
Performance Measurement, Performance Attribution, Operations Management, Client Relations, Business Analysis, Platform Integration, Data Warehousing, Data Flow, Training & Development, Business Process..., Equities, Financial Services, Fixed Income
Education
University of Massachusetts Boston 1990 — 1992
BS, Economics
State Street April 2011 - Present
State Street March 2008 - April 2011
State Street April 2005 - March 2008
State Street September 2003 - April 2005
Education
University of Massachusetts Boston 1998 — 2003
Bachelor’s Degree, major in Accounting, Management Science & Information Systems
HealthSmart International April 2015 - Present
Sunrise Senior Living November 2009 - Present
State Street Corporation September 2012 - November 2014
State Street January 2011 - January 2012
State Street Bank August 2010 - January 2011
Skills
Access, Volunteering, HIPAA, Time Management, Financial Analysis, Fundraising, Nonprofits, Team Building, Data Entry, Microsoft Word, Windows, Youth Development, Finance, Critical Thinking, Financial Reporting, Management, Social Networking, Public Speaking, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Analysis, Training, Accounting, Community Outreach, Budgets, Research, Event Planning, Volunteer Management, Leadership Development, Payroll, Healthcare, System Administration, Strategic Planning, Process Improvement, Conflict Resolution, English
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Year Up Boston 2011 — 2012
Financial Operations, Financial Accounting
State Street May 2008 - May 2014
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
Skills
Fund Administration, Fund Of Funds, Alternative Investments, Asset Managment, Securities, Bloomberg, Hedge Funds, Equities, Fund Accounting, Global Custody, Mutual Funds, Investments, Valuation, Financial Statements, Financial Services, Fixed Income, Corporate Actions, Financial Reporting, Asset Management, Security Operations, Securities Lending, Middle Office
Education
University of Massachusetts Boston
Bachelor's degree, Economics
Massachusetts Department of Revenue October 2014 - Present
Suffolk Downs Racetrack June 2007 - Present
Barton Associates Inc. April 2014 - October 2014
BNY Mellon July 2013 - March 2014
BNY Mellon April 2012 - June 2013
State Street August 2010 - March 2012
Strategic Financial Partners May 2008 - September 2008
Skills
Spanish, German, Microsoft Office, Accounting, English, Management, Mutual Funds, Microsoft Excel, PowerPoint, Customer Service, Outlook, Marketing, Microsoft Word, Financial Analysis, Investments, Recruiting, Securities, Financial Services, 401k, Risk Management, Bloomberg, Swaps, Dividends, Bloomberg Terminal, Salsa, Human Resources, Pole Dancing, Corporate Actions
Education
University of Massachusetts Boston 2006 — 2010
BA, International Business/ Economics
University of Virginia 2008 — 2008
College Credits, Semester at Sea Program
State Street April 2014 - Present
State Street February 2013 - March 2014
State Street January 2012 - February 2013
Kelly Services July 2011 - December 2011
JPMorgan Chase March 2010 - June 2011
State Street October 2007 - November 2009
Air Force Space Command June 2003 - August 2006
Skills
Fund Accounting, Excel, Bloomberg Terminal, Stock Investor, Investments, Valuation, Mutual Funds, Accounting, Bloomberg, Financial Modeling, Fixed Income, Access, Asset Managment, Derivatives, Corporate Actions, Data Analysis
Education
University of Massachusetts Boston 2007 — 2009
MBA
University of Massachusetts, Amherst 1999 — 2003
BA
State Street December 2014 - Present
State Street February 2013 - Present
State Street May 2011 - February 2013
Skills
Bloomberg, Analysis, Financial Analysis, Forecasting, MS Excel Pivot Tables, Microsoft Excel, Access, Pricing, Mutual Funds, Fund Administration, Risk Management, Trading
Education
University of Massachusetts Boston 2005 — 2009
B.S in Management., Information Management for Finance
Parthenon Capital January 2011 - Present
Parthenon Capital November 2007 - December 2010
Walsh, Jastrem & Browne, LLP November 2006 - November 2007
MFS Investment Management January 2006 - October 2006
MFS Investment Management November 2003 - December 2005
State Street January 2000 - October 2003
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of Massachusetts Boston 2010 — 2012
MS, Accounting
University of Massachusetts Boston 1994 — 1998
BS, Management/Accounting
Braintree High School 1990 — 1994
State Street November 2014 - Present
Accountant Shared Services February 2013 - November 2014
State Street Bank May 2011 - February 2013
State Street August 2009 - May 2011
Aldo Shoes February 2004 - April 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Derivatives, Investments, Portfolio Management, Securities, Bloomberg Terminal, Valuation, Financial Reporting, Financial Modeling, Asset Managment, Banking, Capital Markets, Mathematics, Calculations
Education
University of Massachusetts Boston 2006 — 2010
Finance, Management
University of Massachusetts Boston 2006 — 2010
Bachelor’s Degree, Bachelors of Science in Business Management, Finance, 3.6
University of Massachusetts Boston 2006 — 2006
Bachelor's Degree, Management Science, 3.6
Srixon USA June 2015 - Present
TravisMathew Apparel May 2014 - May 2015
YKK October 2012 - May 2014
Cleveland Golf / Srixon USA January 2008 - October 2012
Quiksilver, Inc. May 2005 - January 2008
UBS 2004 - 2005
State Street 2001 - 2003
INTRAL Corporation 1996 - 2001
Milton Public Schools 1995 - 1996
Skills
Sales, New Business Development, Relationship Management, Key Account Management, Product Marketing, Corporate Branding, Supply Chain Management, International Logistics, International Trade, Golf, Apparel, Merchandising, Marketing Strategy, Sales Operations, Sales Management, Marketing, Forecasting, Account Management, Management, Trade Shows, Product Development, Strategic Planning, Customer Service, Marketing Communications
Education
University of Massachusetts Boston
Bachelor of Arts (BA), Philosophy - Minors in Economics, Spanish
Universidad de Sevilla, España
Departments of Economics and Linguistics
State Street July 2013 - Present
Nordstrom October 2012 - July 2013
Comfort and Joys November 2010 - January 2011
Hello Media January 2010 - April 2010
Service Employees Int Union Lo September 2008 - January 2009
Skills
Microsoft Office, Social Media, Microsoft Word, PowerPoint, Leadership, Research
Education
University of Massachusetts Boston 2007 — 2012
Bachelor of Arts (B.A.), Economics
University of Massachusetts Boston 2007 — 2012
Economics, Business/Managerial Economics
State Street November 2011 - Present
Citizens Bank December 2009 - December 2010
Zoots Dry Cleaning October 2006 - January 2010
Walgreens January 2005 - October 2006
Skills
Customer Service, Accounting, PowerPoint, Microsoft Excel, Time Management
Education
University of Massachusetts Boston 2009 — 2011
Bachelor of Science in Management, Management
August 2011University of Massachusetts Boston 2008 — 2011
Bachelor of Science; Associates, ManagementConcentration; Business Administration
State Street May 2013 - Present
State Street September 2004 - May 2013
State Street January 1999 - September 2004
Insurance Services January 1998 - January 1999
Randolph Savings Bank January 1995 - January 1998
Skills
Financial Services, Mutual Funds, Fixed Income, Bloomberg, Financial Analysis, Equities, Fund Accounting, Access, Risk Management, Investments, Banking
Education
Massachusetts 1989 — 1994
s Provisional Certification, Teaching
University of Massachusetts Boston 1989 — 1994
Bachelor of Arts, History, Political Science
University of Massachusetts Boston 1989 — 1994
Bachelor of Arts, History and Political Science
State Street November 2004 - Present
State Street July 2002 - October 2004
State Street May 1997 - July 2002
Education
University of Massachusetts Boston
Bachelor's Degree, Management Information Systems
Boston Properties November 2012 - Present
State Street August 2011 - November 2012
Starbucks July 2000 - August 2011
Skills
Fund Administration, Fund Accounting, Mutual Funds, Fixed Income, Equities, Securities, Bloomberg Terminal
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Science (B.S.), Accounting
Mercer January 2015 - Present
PTC January 2013 - January 2015
Pioneer Investments July 2012 - January 2013
State Street August 2009 - July 2012
Skills
Business Analysis, Data Analysis, Financial Analysis, Microsoft Office, Mutual Funds, Investments, Fixed Income, Derivatives, Equities, Bloomberg, Business Intelligence..., Treasury Management, Bloomberg Terminal
Education
Endicott College 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, GPA: 3.94 Summa Cum Laude
University of Massachusetts Boston 2005 — 2010
BS, Finance
State Street 1990 - Present
BayBanks Systems 1986 - 1990
Skills
TAL Programmer, COBOL Programmer, SWIFT messaging
Education
UMass Boston 1979 — 1984
BS, MIS
State Street February 2013 - Present
State Street February 2011 - February 2013
MFS Investment Management September 2010 - December 2010
Museum of Fine Arts, Boston July 2003 - August 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Mutual Funds, Microsoft Excel, Finance, Portfolio Management, PeopleSoft, Microsoft Office
Education
University of Massachusetts Boston 2008 — 2010
Bachelor's degree, Accounting and Finance
State Street August 2013 - Present
University of Massachusetts October 2011 - December 2012
Macy's June 2012 - February 2014
Skills
PowerPoint, Outlook, Microsoft Word, Event Planning, Data Entry, Customer Service, Microsoft Excel, Access, Time Management, Microsoft Office
Education
University of Massachusetts Boston 2011 — 2015
Management/ Accounting
State Street April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Access, Research, Customer Service, Social Media, Teamwork, Photoshop, HTML, Bloomberg Terminal, Accounting, Financial Analysis, Outlook, Public Speaking
Education
University of Massachusetts Boston 2008 — 2012
Accounting
Brown Brothers Harriman September 2012 - June 2013
State Street Bank January 2006 - October 2010
State Street August 2004 - December 2005
Fleet Bank/Bank of America May 2004 - August 2004
International Student Services September 2003 - April 2004
Skills
Accounting, Mutual Funds, Auditing, Finance, Analysis, Banking, Valuation, Budgets, Access, Financial Statements, Financial Services, Fund Accounting, Microsoft Excel, Financial Modeling, Financial Reporting
Education
UMass Boston 2001 — 2005
Bachelor's degree, Economics
Nisar Shaheed, Pakistan
University of Massachusetts Boston
Bachelors of Arts, Economics; Economics
Citi September 2015 - Present
State Street September 2014 - August 2015
JPMorgan Chase February 2010 - February 2013
JPMorgan Chase November 2006 - February 2010
State Street Corporation January 2005 - October 2006
Skills
Accounting, Tax Accounting, Financial Statements, RIC Tax, Bloomberg, Tax Returns, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Accounting and Finance
State Street July 2013 - Present
Skills
Equities, Derivatives, Foreign Exchange, Futures, Fixed Income, Options, Bloomberg Terminal, Securities, Hedge Funds, Global Custody, Corporate Actions, Bonds, Financial Services, Middle Office, Settlement, Prime Brokerage, Currency, FX Options, ETFs, Fund Accounting
Education
UMass Boston 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cape Cod Community College 2008 — 2010
Associate's degree, Engineering
Vermont Technical College 2003 — 2005
Associate's degree, Automotive Engineering Technology/Technician
BNY Mellon July 2013 - Present
State Street July 2011 - July 2013
Bank of America January 2011 - July 2011
Bank of America August 2009 - January 2011
Skills
Financial Analysis, Financial Services, Accounting, Mutual Funds, Microsoft Excel, Data Analysis, PowerPoint, Access, Microsoft Office, Microsoft Word, Banking, Investments, Hedge Funds, Account Reconciliation, Global Custody, Analysis
Education
University of Massachusetts Boston 2005 — 2009
Bachelor of Arts (B.A.), Economics
Office of the State Auditor Suzanne M. Bump October 2014 - Present
State Street May 2010 - October 2014
State Street 2006 - 2010
State Street 2000 - 2006
Skills
Financial Services, Capital Markets, Fixed Income, Investments, Foreign Exchange, Cash Management, Financial Analysis, Finance, Equities, Business Analysis, Analysis, Mutual Funds, Securities, Fund Accounting, Derivatives, Banking, Risk Management, Bloomberg, Portfolio Management, Corporate Finance
Education
UMass Boston
Bachelor's degree, Economics
State Street July 2014 - Present
GEAR UP 2014 - 2014
Skills
Microsoft Excel, Social Media, Research, Customer Service, PowerPoint, Photoshop, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Proposal Writing
Education
University of Massachusetts Boston 2014 — 2018
Veterinary Medicine, Freshman Year
East Boston High School 2010 — 2014
East Boston High School, Graduate, 9-12
Crimson Summer Academy
CSA, Student
BNY Mellon September 2010 - Present
State Street October 2009 - September 2010
State Street October 2007 - October 2009
Skills
Account Reconciliation, Hedge Funds, Fund Accounting, Auditing, Financial Accounting, Access Database, Microsoft Excel, Data Conversion, Inflation-indexed bond, Credit Derivatives, Foreign Exchange, Fixed Income, Dodd-Frank, Derivatives, Clearing Houses, Amortization
Education
University of Massachusetts Boston 2006 — 2008
Master of Business Administration (MBA), Finance, International Management
University of Puget Sound 2001 — 2005
Bachelor's degree
Get In Shape For Women 2013 - 2014
State Street May 2001 - November 2013
Skills
Microsoft Excel, Microsoft Word
Education
University of Massachusetts Boston 1999 — 2003
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities
University of Massachusetts Boston 1999 — 2003
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies