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
Employee
Years
Job
Industry
Pamela (Lozzi) Doyle Pamela (Lozzi) Doyle's State Street Experience March 2006 - December 2007
Job New Business Associate, Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Paul Botelho Paul Botelho's State Street Experience November 2014 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Brown Brothers Harriman May 2014 - Present
State Street 2002 - 2013
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Securities, Fund Accounting, Financial Services, Investments, Portfolio Management, Derivatives, Alternative Investments
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
State Street November 2014 - Present
Brown Brothers Harriman May 2014 - Present
State Street 2002 - 2013
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Securities, Fund Accounting, Financial Services, Investments, Portfolio Management, Derivatives, Alternative Investments
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
Lee Shiro Lee Shiro's State Street Experience 2007 - 2010
Job Sales Analyst at MarketOne International
Industry Staffing and Recruiting
Experience
MarketOne International April 2013 - Present
Nesco Resource 2012 - 2012
Quality Personnel Inc. 2010 - 2011
State Street 2007 - 2010
Weston Financial 2002 - 2007
Skills
Building Relationships, Liaison, Mentoring, Financial Analysis, Financial Reporting, Project Management, Negotiation, Management, Interviewing Skills, Marketing, Recruiting, Finance, Human Resources, Lead Generation, Interviews, CRM, Relationship Building, Customer Service, Business Development
Education
University of Massachusetts Dartmouth 2004 — 2007
Master of Business Administration (MBA), 2007
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's degree, Finance
Norwood High School 1994 — 1998
MarketOne International April 2013 - Present
Nesco Resource 2012 - 2012
Quality Personnel Inc. 2010 - 2011
State Street 2007 - 2010
Weston Financial 2002 - 2007
Skills
Building Relationships, Liaison, Mentoring, Financial Analysis, Financial Reporting, Project Management, Negotiation, Management, Interviewing Skills, Marketing, Recruiting, Finance, Human Resources, Lead Generation, Interviews, CRM, Relationship Building, Customer Service, Business Development
Education
University of Massachusetts Dartmouth 2004 — 2007
Master of Business Administration (MBA), 2007
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's degree, Finance
Norwood High School 1994 — 1998
Simeal Woldu Simeal Woldu's State Street Experience February 2014 - April 2014
Job Compliance Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 2014 - April 2015
State Street February 2014 - April 2014
J.P. Morgan March 2013 - February 2014
State Street Bank June 2012 - February 2013
Skills
Financial Modeling, Risk Management, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Payable, Securities, Financial Services, Internal Audit, Software Documentation, Mutual Funds, Private Equity, Alternative Investments, Financial Analysis, Tax, FX Options, Financial Reporting, Payments, Corporate Finance, Microsoft Excel, Data Analysis, Bloomberg, Financial Accounting
Education
University of Massachusetts Boston 2009 — 2011
BA, Economics
Brown Brothers Harriman October 2014 - April 2015
State Street February 2014 - April 2014
J.P. Morgan March 2013 - February 2014
State Street Bank June 2012 - February 2013
Skills
Financial Modeling, Risk Management, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Payable, Securities, Financial Services, Internal Audit, Software Documentation, Mutual Funds, Private Equity, Alternative Investments, Financial Analysis, Tax, FX Options, Financial Reporting, Payments, Corporate Finance, Microsoft Excel, Data Analysis, Bloomberg, Financial Accounting
Education
University of Massachusetts Boston 2009 — 2011
BA, Economics
Matt Nicholson Matt Nicholson's State Street Experience November 1996 - July 2014
Job IT Project Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2015 - Present
Santander Bank, N.A. October 2014 - March 2015
State Street November 1996 - July 2014
Pizza Hut, Inc 1989 - 1996
Skills
Fund Accounting, Financial Services, Corporate Actions, Fund Administration, Middle Office, Bloomberg, Global Custody, Fixed Income, Derivatives, Mutual Funds, Business Analysis, Equities, Project Coordination, Project Management, Securities, Training, Staff Development, Management, Operations Management, Customer Service, Manage Client..., Relationship Management, Service Quality, Quality Management, Bonds, Business Process, Leadership, Process Improvement, Investments, Asset Management
Education
University of Massachusetts Dartmouth 1997 — 1999
BS, Accounting
Southeastern Massachusetts University 1985 — 1989
Accounting & Textiles
Sandwich High School 1980 — 1984
Diploma
John Hancock Financial Services March 2015 - Present
Santander Bank, N.A. October 2014 - March 2015
State Street November 1996 - July 2014
Pizza Hut, Inc 1989 - 1996
Skills
Fund Accounting, Financial Services, Corporate Actions, Fund Administration, Middle Office, Bloomberg, Global Custody, Fixed Income, Derivatives, Mutual Funds, Business Analysis, Equities, Project Coordination, Project Management, Securities, Training, Staff Development, Management, Operations Management, Customer Service, Manage Client..., Relationship Management, Service Quality, Quality Management, Bonds, Business Process, Leadership, Process Improvement, Investments, Asset Management
Education
University of Massachusetts Dartmouth 1997 — 1999
BS, Accounting
Southeastern Massachusetts University 1985 — 1989
Accounting & Textiles
Sandwich High School 1980 — 1984
Diploma
Raechel Lambert Raechel Lambert's State Street Experience August 2009 - August 2011
Job Product Marketing Manager at Intercom
Industry Computer Software
Experience
Intercom August 2015 - Present
Hansoft January 2015 - July 2015
Sauce Labs March 2014 - January 2015
Sauce Labs December 2012 - March 2014
AEW Capital Management August 2011 - February 2012
State Street August 2009 - August 2011
Skills
Leadership, Project Management, Start-ups, Brand Development, Web Content Management, Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, Agile Methodologies, CRM, SaaS, Strategy, Management
Education
University of Massachusetts Boston 2007 — 2010
Bachelor of Science in Management, Concentration in Finance, Minor in Economics, GPA 3.4
University of New Hampshire 2005 — 2007
completed at UMass Boston, Business Administration and Management, General
Intercom August 2015 - Present
Hansoft January 2015 - July 2015
Sauce Labs March 2014 - January 2015
Sauce Labs December 2012 - March 2014
AEW Capital Management August 2011 - February 2012
State Street August 2009 - August 2011
Skills
Leadership, Project Management, Start-ups, Brand Development, Web Content Management, Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, Agile Methodologies, CRM, SaaS, Strategy, Management
Education
University of Massachusetts Boston 2007 — 2010
Bachelor of Science in Management, Concentration in Finance, Minor in Economics, GPA 3.4
University of New Hampshire 2005 — 2007
completed at UMass Boston, Business Administration and Management, General
Rachel Jenner's State Street Experience January 2013 - August 2014
Job Financial Analyst & MBA student
Industry Facilities Services
Experience
ABM Industries September 2015 - Present
People's United Bank August 2014 - July 2015
State Street January 2013 - August 2014
The Rockport Company August 2012 - December 2012
California Pizza Kitchen 2010 - 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Customer Service, Bloomberg, Access, Research, Financial Modeling, Data Analysis, Investments, Teamwork, Outlook, Accounting, Financial Reporting
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2009 — 2012
Bachelor of Science (B.S.), Management - Finance
ABM Industries September 2015 - Present
People's United Bank August 2014 - July 2015
State Street January 2013 - August 2014
The Rockport Company August 2012 - December 2012
California Pizza Kitchen 2010 - 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Customer Service, Bloomberg, Access, Research, Financial Modeling, Data Analysis, Investments, Teamwork, Outlook, Accounting, Financial Reporting
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2009 — 2012
Bachelor of Science (B.S.), Management - Finance
Tanya Biaspalava Tanya Biaspalava's State Street Experience August 2012 - August 2013
Job Financial Analyst
Industry Utilities
Experience
National Grid May 2015 - Present
Natixis Global Asset Management September 2014 - March 2015
Babson Capital Management July 2014 - September 2014
U.S. Bank December 2013 - May 2014
State Street August 2012 - August 2013
JPMorgan Chase November 2010 - August 2012
State Street Bank September 2008 - November 2010
Skills
Financial Analysis, Financial Reporting, Research, Corporate Finance, GAAP, Mutual Funds, Data Analysis, Process Improvement, Databases, Financial Statements, Variance Analysis, Fund Accounting, Financial Statement..., SEC filings
Education
University of Massachusetts-Boston 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Management, Accounting and Finance
National Grid May 2015 - Present
Natixis Global Asset Management September 2014 - March 2015
Babson Capital Management July 2014 - September 2014
U.S. Bank December 2013 - May 2014
State Street August 2012 - August 2013
JPMorgan Chase November 2010 - August 2012
State Street Bank September 2008 - November 2010
Skills
Financial Analysis, Financial Reporting, Research, Corporate Finance, GAAP, Mutual Funds, Data Analysis, Process Improvement, Databases, Financial Statements, Variance Analysis, Fund Accounting, Financial Statement..., SEC filings
Education
University of Massachusetts-Boston 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Management, Accounting and Finance
Shouxian Zhou's State Street Experience July 2007 - Present
Job Senior Tax Analyst at State Street Corporation
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Johnnie's Foodmaster Inc. May 2005 - November 2006
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Financial Accounting, General Ledger, Bloomberg, Financial Statements, Tax Research, Tax Accounting, International Tax, Auditing, Internal Controls, Accounts Payable, Internal Audit, Finance
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Johnnie's Foodmaster Inc. May 2005 - November 2006
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Financial Accounting, General Ledger, Bloomberg, Financial Statements, Tax Research, Tax Accounting, International Tax, Auditing, Internal Controls, Accounts Payable, Internal Audit, Finance
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
PAULA WOLF LIM PAULA WOLF LIM's State Street Experience 2012 - Present
Job Intern at State Street
Industry Consumer Services
Experience
State Street 2012 - Present
Education
University of Massachusetts Boston 2011 — 2013
State Street 2012 - Present
Education
University of Massachusetts Boston 2011 — 2013
Wilaiwan Sarat Wilaiwan Sarat's State Street Experience November 2013 - Present
Job at
Industry Accounting
Experience
State Street November 2013 - Present
State Street August 2012 - Present
State Street February 2011 - July 2012
State Street August 2008 - February 2011
University of Massachusetts January 2008 - January 2009
Skills
Financial Reporting, Accounting, Auditing, Excel, Audit, General Ledger, Word, Outlook, PowerPoint, Financial Accounting, Tax, Financial Analysis
Education
University of Massachusetts Boston 2007 — 2009
undergraduate, Accounting, 3.5
State Street November 2013 - Present
State Street August 2012 - Present
State Street February 2011 - July 2012
State Street August 2008 - February 2011
University of Massachusetts January 2008 - January 2009
Skills
Financial Reporting, Accounting, Auditing, Excel, Audit, General Ledger, Word, Outlook, PowerPoint, Financial Accounting, Tax, Financial Analysis
Education
University of Massachusetts Boston 2007 — 2009
undergraduate, Accounting, 3.5
Tuquyen Bui Tuquyen Bui's State Street Experience September 2014 - Present
Job Fund Administrator Compliance, Senior Associate at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street August 2011 - Present
Action for Boston Community Development, Inc. January 2010 - August 2011
Skills
Mutual Funds, Analysis, Non-profits, Microsoft Excel, Microsoft Office, Budgets, Software Documentation, Charles River IMS, MIG21 Compliance
Education
University of Massachusetts Boston 2003 — 2008
Management, Marketing
State Street September 2014 - Present
State Street August 2011 - Present
Action for Boston Community Development, Inc. January 2010 - August 2011
Skills
Mutual Funds, Analysis, Non-profits, Microsoft Excel, Microsoft Office, Budgets, Software Documentation, Charles River IMS, MIG21 Compliance
Education
University of Massachusetts Boston 2003 — 2008
Management, Marketing
Jason Hastings Jason Hastings's State Street Experience June 2008 - December 2010
Job Advisor, Lexington Wealth Management
Industry Financial Services
Experience
Lexington Wealth Management 2010 - Present
State Street June 2008 - December 2010
Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Investment Advisory, Investment Management, Strategic Financial..., Investment Strategies, Series 7, Fixed Income, Securities, Wealth, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Financial Modeling, Public Speaking, Management, Finance, Financial Services, Strategic Planning, Analysis, Relationship Management, Financial Planning
Education
UMass Dartmouth 2004 — 2008
Bachelor's degree, Finance
Xaverian Brothers High School 2000 — 2004
High School Diploma
Lexington Wealth Management 2010 - Present
State Street June 2008 - December 2010
Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Investment Advisory, Investment Management, Strategic Financial..., Investment Strategies, Series 7, Fixed Income, Securities, Wealth, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Financial Modeling, Public Speaking, Management, Finance, Financial Services, Strategic Planning, Analysis, Relationship Management, Financial Planning
Education
UMass Dartmouth 2004 — 2008
Bachelor's degree, Finance
Xaverian Brothers High School 2000 — 2004
High School Diploma
Brian Stanton's State Street Experience January 2011 - January 2012
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
True Brewster True Brewster's State Street Experience July 2014 - Present
Job ALM Balance Sheet Analyst at State Street
Industry Financial Services
Experience
State Street July 2014 - Present
Wellington Management Company, LLP May 2013 - December 2013
Granite Telecommunications December 2012 - May 2013
Allied Barton Security Services June 2006 - May 2013
College Pro Painters October 2009 - September 2011
Federal Home Loan Bank of Boston June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, QRM, Data Analysis, Reports, Entrepreneurship, PowerPivot, Access, Outlook, Public Speaking, Team Building, Finance, Analysis, Financial Analysis, Risk Management, Financial Services, Bloomberg
Education
University of Massachusetts Boston
BA, Economics
State Street July 2014 - Present
Wellington Management Company, LLP May 2013 - December 2013
Granite Telecommunications December 2012 - May 2013
Allied Barton Security Services June 2006 - May 2013
College Pro Painters October 2009 - September 2011
Federal Home Loan Bank of Boston June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, QRM, Data Analysis, Reports, Entrepreneurship, PowerPivot, Access, Outlook, Public Speaking, Team Building, Finance, Analysis, Financial Analysis, Risk Management, Financial Services, Bloomberg
Education
University of Massachusetts Boston
BA, Economics
Prokopios Peter Hatzidimitriu Dimas's State Street Experience January 2015 - Present
Job Pricing Specialist at State Street
Industry Financial Services
Experience
Saint Nicholas Greek School January 2009 - Present
State Street January 2015 - Present
KNL Consulting September 2014 - December 2014
Omega Management Group January 2013 - August 2014
Constantine's Greek Art Shoppe June 2010 - October 2011
Plaka's Gate Cafe June 2005 - August 2009
Skills
Accounting, Management, Social Networking, Multilingual, Social Media, Microsoft Word, Multicultural, Networking, Sales, Access, Business Development, Operations Management, Quick Learner, Event Management, Store Management, Headhunting, Questionnaire Design, Fixed Income, Bloomberg, Securities, Valuation
Education
University of Massachusetts Boston 2007 — 2011
B.S., Accounting and Finance
Lexington High School 2003 — 2007
Saint Nicholas Greek School January 2009 - Present
State Street January 2015 - Present
KNL Consulting September 2014 - December 2014
Omega Management Group January 2013 - August 2014
Constantine's Greek Art Shoppe June 2010 - October 2011
Plaka's Gate Cafe June 2005 - August 2009
Skills
Accounting, Management, Social Networking, Multilingual, Social Media, Microsoft Word, Multicultural, Networking, Sales, Access, Business Development, Operations Management, Quick Learner, Event Management, Store Management, Headhunting, Questionnaire Design, Fixed Income, Bloomberg, Securities, Valuation
Education
University of Massachusetts Boston 2007 — 2011
B.S., Accounting and Finance
Lexington High School 2003 — 2007
Yuen Jin Yuen Jin's State Street Experience February 2011 - September 2011
Job Commercial Loan Administrator
Industry Banking
Experience
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
Orlando Torres Orlando Torres's State Street Experience March 2008 - December 2012
Job IT Support Analyst lvl 2
Industry Information Technology and Services
Experience
Partners HealthCare August 2013 - Present
State Street March 2008 - December 2012
State Street January 2007 - March 2008
State Street December 2005 - December 2006
State Street August 2003 - December 2005
Skills
Securities Lending, Trading Strategies, Bloomberg, Risk Management, Equities, Global Custody, Investments, Bloomberg Terminal
Education
University of Massachusetts Boston 2000 — 2003
Partners HealthCare August 2013 - Present
State Street March 2008 - December 2012
State Street January 2007 - March 2008
State Street December 2005 - December 2006
State Street August 2003 - December 2005
Skills
Securities Lending, Trading Strategies, Bloomberg, Risk Management, Equities, Global Custody, Investments, Bloomberg Terminal
Education
University of Massachusetts Boston 2000 — 2003
Oliver Marshall Oliver Marshall's State Street Experience June 2014 - Present
Job Compliance Analyst at State Street
Industry Restaurants
Experience
State Street June 2014 - Present
P.F. Chang's China Bistro August 2007 - October 2014
State Street August 2013 - May 2014
Skills
Restaurant Management, Management, Microsoft Excel, Budgets, Sales, Hiring, Employee Training, Research, Social Media, Marketing, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Time Management, PowerPoint
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science, Finance
Le Cordon Bleu 2008 — 2009
Associates of Applied Science, Culinary Arts
State Street June 2014 - Present
P.F. Chang's China Bistro August 2007 - October 2014
State Street August 2013 - May 2014
Skills
Restaurant Management, Management, Microsoft Excel, Budgets, Sales, Hiring, Employee Training, Research, Social Media, Marketing, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Time Management, PowerPoint
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science, Finance
Le Cordon Bleu 2008 — 2009
Associates of Applied Science, Culinary Arts
Sarah-Angie Desruisseaux's State Street Experience July 2011 - June 2012
Job Inventory Analyst at Global Partners LP
Industry Financial Services
Experience
Global Partners LP July 2012 - Present
State Street July 2011 - June 2012
State Street Bank August 2010 - May 2011
Mother Caroline Academy and Education Center October 2008 - May 2011
Skills
QuickBooks, Account Reconciliation, Accounting, Bloomberg, Investments, Microsoft Word, Financial Services, Mutual Funds, Microsoft Office, Invoicing
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
UMass Boston 2008 — 2011
Bachelor, Accounting
Global Partners LP July 2012 - Present
State Street July 2011 - June 2012
State Street Bank August 2010 - May 2011
Mother Caroline Academy and Education Center October 2008 - May 2011
Skills
QuickBooks, Account Reconciliation, Accounting, Bloomberg, Investments, Microsoft Word, Financial Services, Mutual Funds, Microsoft Office, Invoicing
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
UMass Boston 2008 — 2011
Bachelor, Accounting
Carlos Richards Carlos Richards's State Street Experience February 2012 - Present
Job at
Industry Financial Services
Experience
State Street February 2012 - Present
Eze Castle Software October 2003 - February 2011
Eze Castle Software January 2009 - February 2010
Eze Castle Software November 2007 - September 2008
Eze Castle Software January 2006 - October 2007
Eze Castle Software October 2003 - December 2005
Skills
Troubleshooting, SQL, Software Documentation, Testing, Windows, Linux, Unix, .NET, Java
Education
University of Massachusetts Dartmouth 1996 — 2001
CIS, Computer Science
University of Massachusetts Dartmouth
Bachelor of Science, Computer Information Systems
State Street February 2012 - Present
Eze Castle Software October 2003 - February 2011
Eze Castle Software January 2009 - February 2010
Eze Castle Software November 2007 - September 2008
Eze Castle Software January 2006 - October 2007
Eze Castle Software October 2003 - December 2005
Skills
Troubleshooting, SQL, Software Documentation, Testing, Windows, Linux, Unix, .NET, Java
Education
University of Massachusetts Dartmouth 1996 — 2001
CIS, Computer Science
University of Massachusetts Dartmouth
Bachelor of Science, Computer Information Systems
Yauheniya Valcheva Yauheniya Valcheva's State Street Experience April 2015 - Present
Job Accounting/Pricing Specialist at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
Mandarin Oriental Hotel Group September 2008 - Present
Skills
Customer Service, Microsoft Excel, Food & Beverage, Microsoft Word, Typing, Customer Satisfaction, Microsoft Office, Time Management, Teamwork, Event Planning, Inventory Management, PowerPoint, Restaurants, Food, Hospitality, Facebook, Hotels, Hospitality Industry, Hospitality Management
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Arts (BA), Economics, 3.85
Academy of Public Administration under the President of the Republic of Belarus 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.6
State Street April 2015 - Present
Mandarin Oriental Hotel Group September 2008 - Present
Skills
Customer Service, Microsoft Excel, Food & Beverage, Microsoft Word, Typing, Customer Satisfaction, Microsoft Office, Time Management, Teamwork, Event Planning, Inventory Management, PowerPoint, Restaurants, Food, Hospitality, Facebook, Hotels, Hospitality Industry, Hospitality Management
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Arts (BA), Economics, 3.85
Academy of Public Administration under the President of the Republic of Belarus 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.6
Rodney Irizarry's State Street Experience June 2013 - May 2015
Job
Industry
Experience
New York Life Insurance Company July 2015 - Present
State Street June 2013 - May 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Customer Service, Public Speaking, Social Networking
Education
University of Massachusetts Boston 2010 — 2015
Bachelor's degree, Economics
New York Life Insurance Company July 2015 - Present
State Street June 2013 - May 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Customer Service, Public Speaking, Social Networking
Education
University of Massachusetts Boston 2010 — 2015
Bachelor's degree, Economics
Adrian Lucas Adrian Lucas's State Street Experience September 2015 - Present
Job Officer at State Street Corporation
Industry Financial Services
Experience
State Street September 2015 - Present
Boston Financial Data Services June 2014 - Present
Boston Financial Data Services June 2011 - June 2014
Skills
Mutual Funds, Process Improvement, Financial Services, Risk Management, Securities
Education
UMass Dartmouth 2008 — 2012
Bachelor of Science (BS), Accounting
State Street September 2015 - Present
Boston Financial Data Services June 2014 - Present
Boston Financial Data Services June 2011 - June 2014
Skills
Mutual Funds, Process Improvement, Financial Services, Risk Management, Securities
Education
UMass Dartmouth 2008 — 2012
Bachelor of Science (BS), Accounting
Tori Ng, CPA's State Street Experience November 2011 - November 2012
Job Tax Supervisor at KPM & Associates, PC
Industry Financial Services
Experience
Kevin P. Martin & Associates PC November 2012 - Present
State Street November 2011 - November 2012
O'Connor & Drew, P.C. October 2007 - November 2011
Sullivan, Shuman, & Freedberg June 2006 - October 2007
Sandberg, Gonzalez & Creeden PC January 2006 - April 2006
PhamDo & Associates, P.C. March 2005 - December 2005
Skills
Corporate Tax, Tax, Tax Preparation, Tax Accounting, Income Tax, CPA, Tax Returns, Bookkeeping, Partnership Taxation, General Ledger, Tax Research, US GAAP, Fixed Assets, Accounting, GAAP
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2000 — 2005
Bachelor's degree, Accounting
Kevin P. Martin & Associates PC November 2012 - Present
State Street November 2011 - November 2012
O'Connor & Drew, P.C. October 2007 - November 2011
Sullivan, Shuman, & Freedberg June 2006 - October 2007
Sandberg, Gonzalez & Creeden PC January 2006 - April 2006
PhamDo & Associates, P.C. March 2005 - December 2005
Skills
Corporate Tax, Tax, Tax Preparation, Tax Accounting, Income Tax, CPA, Tax Returns, Bookkeeping, Partnership Taxation, General Ledger, Tax Research, US GAAP, Fixed Assets, Accounting, GAAP
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2000 — 2005
Bachelor's degree, Accounting
Jeff Conway Jeff Conway's State Street Experience April 2015 - Present
Job Executive Vice President at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street Corporation 2013 - Present
Education
University of Massachusetts Dartmouth 1983 — 1987
Bedford High School 1979 — 1983
State Street April 2015 - Present
State Street Corporation 2013 - Present
Education
University of Massachusetts Dartmouth 1983 — 1987
Bedford High School 1979 — 1983
Richard D'Isidoro, CPA, MSA Richard D'Isidoro, CPA, MSA's State Street Experience July 2012 - Present
Job Audit Officer
Industry Accounting
Experience
State Street July 2012 - Present
Rucci, Bardaro & Barrett, PC July 2011 - August 2012
DJ Gustafson CPA July 2008 - June 2011
Kennedy Carpet Cleaners March 2001 - May 2008
Education
UMass Boston 2006 — 2008
Masters, of Accountancy
Thayer Academy
Westfield State College
Westfield State College
Westfield State College
State Street July 2012 - Present
Rucci, Bardaro & Barrett, PC July 2011 - August 2012
DJ Gustafson CPA July 2008 - June 2011
Kennedy Carpet Cleaners March 2001 - May 2008
Education
UMass Boston 2006 — 2008
Masters, of Accountancy
Thayer Academy
Westfield State College
Westfield State College
Westfield State College
Samreen Cheema Samreen Cheema's State Street Experience June 2010 - December 2010
Job Planning Anaylst at Vistaprint
Industry Internet
Experience
Vistaprint July 2011 - October 2013
Citizens Bank September 2008 - October 2011
Brown Brothers Harriman January 2011 - September 2011
State Street June 2010 - December 2010
Skills
Strategic Planning, Project Planning, Project Management, Business Analysis, Resource Allocation, Resource Management, Business Strategy, Manage Client..., Client Development, Sales Management, Retail Banking, Investment Banking, Mortgage Banking, Microsoft Office, Microsoft Excel, CRM
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Newton North HS
Vistaprint July 2011 - October 2013
Citizens Bank September 2008 - October 2011
Brown Brothers Harriman January 2011 - September 2011
State Street June 2010 - December 2010
Skills
Strategic Planning, Project Planning, Project Management, Business Analysis, Resource Allocation, Resource Management, Business Strategy, Manage Client..., Client Development, Sales Management, Retail Banking, Investment Banking, Mortgage Banking, Microsoft Office, Microsoft Excel, CRM
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Newton North HS
Sergey Eliseev Sergey Eliseev's State Street Experience August 2013 - Present
Job
Industry Financial Services
Experience
State Street August 2013 - Present
ARNG IN BN November 2011 - Present
Skills
Financial Analysis, Managerial Finance, Finance, Strategic Financial..., Risk Management, Asset Management, Financial Modeling, Analysis, Accounting, Banking, Cash Flow, Corporate Finance, Credit, Due Diligence, Investments, Leadership, Portfolio Management, Mergers & Acquisitions, Insurance, Forecasting, Financial Reporting, Financial Services, Management Consulting, Logistics, Microsoft Word, Customer Service, PowerPoint, Strategic Planning, Microsoft Excel, Military Operations, Military Training, Microsoft Office
Education
University of Massachusetts Boston 2015 — 2017
Master’s Degree, the Master of Business Administration
UMass Boston 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Alabama Military Academy, Fort McClellan 2013 — 2013
Russian State University of Trade and Economics 2003 — 2007
Bachelor's Degree, Economics and Finance
Gymnasium # 80 1993 — 2003
High School, Physics and Math concentration
State Street August 2013 - Present
ARNG IN BN November 2011 - Present
Skills
Financial Analysis, Managerial Finance, Finance, Strategic Financial..., Risk Management, Asset Management, Financial Modeling, Analysis, Accounting, Banking, Cash Flow, Corporate Finance, Credit, Due Diligence, Investments, Leadership, Portfolio Management, Mergers & Acquisitions, Insurance, Forecasting, Financial Reporting, Financial Services, Management Consulting, Logistics, Microsoft Word, Customer Service, PowerPoint, Strategic Planning, Microsoft Excel, Military Operations, Military Training, Microsoft Office
Education
University of Massachusetts Boston 2015 — 2017
Master’s Degree, the Master of Business Administration
UMass Boston 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Alabama Military Academy, Fort McClellan 2013 — 2013
Russian State University of Trade and Economics 2003 — 2007
Bachelor's Degree, Economics and Finance
Gymnasium # 80 1993 — 2003
High School, Physics and Math concentration
Sean OhEigeartaigh Sean OhEigeartaigh's State Street Experience April 2008 - Present
Job Auditor
Industry Financial Services
Experience
State Street April 2008 - Present
State Street October 2007 - April 2008
Education
University of Massachusetts Boston 2002 — 2007
BA, Political Science, Mathematics(minor)
State Street April 2008 - Present
State Street October 2007 - April 2008
Education
University of Massachusetts Boston 2002 — 2007
BA, Political Science, Mathematics(minor)
Neyda Rodriguez Neyda Rodriguez's State Street Experience January 2011 - Present
Job Tax Administrator
Industry Banking
Experience
State Street January 2011 - Present
CVS February 2008 - January 2010
CVS Pharmacy February 2008 - January 2010
Wingate at Brighton August 2006 - June 2008
Education
Brighton High School
University of Massachusetts Boston
a B.A
State Street January 2011 - Present
CVS February 2008 - January 2010
CVS Pharmacy February 2008 - January 2010
Wingate at Brighton August 2006 - June 2008
Education
Brighton High School
University of Massachusetts Boston
a B.A
Mia DellaRusso's State Street Experience August 2012 - Present
Job AVP, Project Manager at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street October 2011 - April 2012
Fidelity Investments March 2005 - December 2009
Fidelity Investments June 1998 - August 2004
Fidelity Investments October 1995 - June 1998
Lotus Development 1994 - 1995
Judith N. Wolov Gallery, Inc 1991 - 1993
Skills
Business Requirements, New Business Development, Quality Assurance, Requirements Gathering, SQL, SharePoint, Software Documentation, Testing, Project Planning, Financial Services, Management
Education
University of Massachusetts Dartmouth
BFA, Visual Design
State Street August 2012 - Present
State Street October 2011 - April 2012
Fidelity Investments March 2005 - December 2009
Fidelity Investments June 1998 - August 2004
Fidelity Investments October 1995 - June 1998
Lotus Development 1994 - 1995
Judith N. Wolov Gallery, Inc 1991 - 1993
Skills
Business Requirements, New Business Development, Quality Assurance, Requirements Gathering, SQL, SharePoint, Software Documentation, Testing, Project Planning, Financial Services, Management
Education
University of Massachusetts Dartmouth
BFA, Visual Design
Barbara Newman Barbara Newman's State Street Experience April 2010 - November 2010
Job BA/PM in Business Intelligence Group at Boston College
Industry Pharmaceuticals
Experience
Member of Board of Friends of Thomas Crane Library May 2014 - Present
Boston College September 2014 - February 2015
Dovetail Health March 2014 - August 2014
Novartis (NIBR) through Eliassen September 2011 - May 2013
Simmons College March 2011 - August 2011
Boston Financial Data Services December 2010 - March 2011
State Street April 2010 - November 2010
State Street August 2004 - September 2008
DePuy Spine (through Kelly Services) March 2001 - January 2004
GTECH 1998 - 2001
Skills
Purchasing, Strategic Sourcing, Business Requirements, Business Process, Project Management, Business Analyst, Project Manager, Management, Analysis, Vendor Management, Contract Management, Process Improvement, Procurement, Program Management, Software Documentation, SDLC, Business Process..., Project Planning, Change Management, MS Project, Six Sigma, Cross-functional Team..., Quality Assurance, CRM, Strategic Planning, Risk Management, Requirements Analysis, Process Engineering, Training, Visio, Budgets
Education
University of Massachusetts Dartmouth
MBA, Marketing, Buisiness, International
University of Massachusetts, Amherst
BA, Liberal Art, Marketing, Art
Member of Board of Friends of Thomas Crane Library May 2014 - Present
Boston College September 2014 - February 2015
Dovetail Health March 2014 - August 2014
Novartis (NIBR) through Eliassen September 2011 - May 2013
Simmons College March 2011 - August 2011
Boston Financial Data Services December 2010 - March 2011
State Street April 2010 - November 2010
State Street August 2004 - September 2008
DePuy Spine (through Kelly Services) March 2001 - January 2004
GTECH 1998 - 2001
Skills
Purchasing, Strategic Sourcing, Business Requirements, Business Process, Project Management, Business Analyst, Project Manager, Management, Analysis, Vendor Management, Contract Management, Process Improvement, Procurement, Program Management, Software Documentation, SDLC, Business Process..., Project Planning, Change Management, MS Project, Six Sigma, Cross-functional Team..., Quality Assurance, CRM, Strategic Planning, Risk Management, Requirements Analysis, Process Engineering, Training, Visio, Budgets
Education
University of Massachusetts Dartmouth
MBA, Marketing, Buisiness, International
University of Massachusetts, Amherst
BA, Liberal Art, Marketing, Art
John Ellard John Ellard's State Street Experience July 2000 - January 2009
Job Town Treasurer
Industry Government Administration
Experience
Town of Rockland April 2012 - Present
Finance Committee - Town of Rockland December 2006 - January 2012
Alivia Capital January 2011 - July 2011
Capital Planning Committee - Town of Rockland December 2006 - June 2009
State Street July 2000 - January 2009
Ajilon Consulting September 1999 - June 2000
State Street September 1998 - September 1999
State Street July 1996 - September 1998
State Street March 1995 - July 1996
Skills
FX, Business Analysis, Excel, Microsoft Office, Process Improvement, Data Analysis, Requirements Analysis, Business Intelligence, Management Consulting, Access, Banking, FX Options, Analysis, Integration, Leadership, Training, Software Documentation, Microsoft Excel, Management, CRM, Human Resources, Quality Assurance
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance, International Business
University of Massachusetts Dartmouth 1985 — 1989
BA, Economics - Honors
Town of Rockland April 2012 - Present
Finance Committee - Town of Rockland December 2006 - January 2012
Alivia Capital January 2011 - July 2011
Capital Planning Committee - Town of Rockland December 2006 - June 2009
State Street July 2000 - January 2009
Ajilon Consulting September 1999 - June 2000
State Street September 1998 - September 1999
State Street July 1996 - September 1998
State Street March 1995 - July 1996
Skills
FX, Business Analysis, Excel, Microsoft Office, Process Improvement, Data Analysis, Requirements Analysis, Business Intelligence, Management Consulting, Access, Banking, FX Options, Analysis, Integration, Leadership, Training, Software Documentation, Microsoft Excel, Management, CRM, Human Resources, Quality Assurance
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance, International Business
University of Massachusetts Dartmouth 1985 — 1989
BA, Economics - Honors
robert gillis robert gillis's State Street Experience August 1993 - August 1999
Job Senior Release Engineer / Clearcase admin / Software Admin
Industry Information Technology and Services
Experience
Hewlett-Packard Enterprises (formerly Hewlett-Packard ) May 2006 - Present
Public Consulting Group 2004 - 2006
State Street August 1993 - August 1999
EMC August 1993 - August 1999
Bull January 1988 - August 1993
Skills
Unix, Solaris, Shell Scripting, VMware, Servers, Linux, System Administration, Unix Shell Scripting, Perl, Release Management, ITIL, AIX, IT Service Management, HTML, CSS, Adobe Photoshop, Microsoft Office, Web, Web Design, Prog, WordPress, Creative Writing, News Writing, ClearCase, Red Hat Linux, Troubleshooting, Rational ClearCase, Software Builds /..., HP-UX, Technical Writing, Blogging, Infrastructure, Software Quality..., Software Deployment, Community Service, Oracle SQL Developer, Clariion, EMC Navisphere, Healthcare Information..., Process Improvement, Software Dep, Technical Support, Software Documentation, Technical Training, Change Control, EMC Storage, Databases, SQL, Photoshop, IBM AIX
Education
University of Massachusetts Boston 1983 — 1988
Bachelor's degree, Management/Management Information Systems, B
Boston College High School 1979 — 1983
High School Diploma
Hewlett-Packard Enterprises (formerly Hewlett-Packard ) May 2006 - Present
Public Consulting Group 2004 - 2006
State Street August 1993 - August 1999
EMC August 1993 - August 1999
Bull January 1988 - August 1993
Skills
Unix, Solaris, Shell Scripting, VMware, Servers, Linux, System Administration, Unix Shell Scripting, Perl, Release Management, ITIL, AIX, IT Service Management, HTML, CSS, Adobe Photoshop, Microsoft Office, Web, Web Design, Prog, WordPress, Creative Writing, News Writing, ClearCase, Red Hat Linux, Troubleshooting, Rational ClearCase, Software Builds /..., HP-UX, Technical Writing, Blogging, Infrastructure, Software Quality..., Software Deployment, Community Service, Oracle SQL Developer, Clariion, EMC Navisphere, Healthcare Information..., Process Improvement, Software Dep, Technical Support, Software Documentation, Technical Training, Change Control, EMC Storage, Databases, SQL, Photoshop, IBM AIX
Education
University of Massachusetts Boston 1983 — 1988
Bachelor's degree, Management/Management Information Systems, B
Boston College High School 1979 — 1983
High School Diploma
Shannon Toland Shannon Toland's State Street Experience May 1996 - July 1999
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty January 2010 - Present
Red Hot Entertainment DJ Services September 1997 - Present
Red Hot Fitness April 2011 - March 2014
CENTURY 21® April 2000 - January 2010
State Street May 1996 - July 1999
Putnam Investments December 1994 - May 1996
The Computer Merchant September 1993 - December 1994
Optima Shipping March 1991 - September 1993
Skills
Real Estate, Short Sales, Real Estate Transactions, Investment Properties, Foreclosures, New Home Sales, REO, Selling, Buyer Representation, First Time Home Buyers, Relocation, Sellers, Negotiation, Marketing, Rentals, Condos, Customer Service, Residential Homes, Single Family Homes, Listings
Education
UMass Boston 1991 — 1996
Bachelor's degree, Finance, General
Weymouth High School 1986 — 1990
High School Diploma
Keller Williams Realty January 2010 - Present
Red Hot Entertainment DJ Services September 1997 - Present
Red Hot Fitness April 2011 - March 2014
CENTURY 21® April 2000 - January 2010
State Street May 1996 - July 1999
Putnam Investments December 1994 - May 1996
The Computer Merchant September 1993 - December 1994
Optima Shipping March 1991 - September 1993
Skills
Real Estate, Short Sales, Real Estate Transactions, Investment Properties, Foreclosures, New Home Sales, REO, Selling, Buyer Representation, First Time Home Buyers, Relocation, Sellers, Negotiation, Marketing, Rentals, Condos, Customer Service, Residential Homes, Single Family Homes, Listings
Education
UMass Boston 1991 — 1996
Bachelor's degree, Finance, General
Weymouth High School 1986 — 1990
High School Diploma
Thuan Hien Thuan Hien's State Street Experience August 2008 - January 2009
Job Photographer | Life Coach
Industry Marketing and Advertising
Experience
OLB Media April 2013 - August 2015
West Elm November 2010 - April 2013
State Street August 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Photoshop, Research, Digital Photography, Personal Branding, Customer Service
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Management
Malden High
OLB Media April 2013 - August 2015
West Elm November 2010 - April 2013
State Street August 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Photoshop, Research, Digital Photography, Personal Branding, Customer Service
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Management
Malden High
Stanley Bresca Stanley Bresca's State Street Experience 2015 - Present
Job Manager, Senior Associate at State Street
Industry Financial Services
Experience
State Street 2015 - Present
State Street September 2013 - Present
State Street March 2012 - September 2013
Northeast Security October 2007 - March 2012
Skills
Microsoft Excel, Management, Microsoft Word, Customer Service, PowerPoint, Outlook, Time Management, Microsoft Office, Financial Analysis, Leadership, Teamwork, Accounting, Team Management, Cash Flow, Access, Data Entry, Account Management, Security, Private Investigations, Project Management, Property Management, CCTV, Easylobby, Excel, Word, Cash Handling, Bloomberg Terminal, Multi Currency Horizon..., Expense Manager
Education
University of Massachusetts Boston 2007 — 2011
BS, Finance/Economics
university of Massachusetts 2007 — 2011
B.S, Management; Finance
State Street 2015 - Present
State Street September 2013 - Present
State Street March 2012 - September 2013
Northeast Security October 2007 - March 2012
Skills
Microsoft Excel, Management, Microsoft Word, Customer Service, PowerPoint, Outlook, Time Management, Microsoft Office, Financial Analysis, Leadership, Teamwork, Accounting, Team Management, Cash Flow, Access, Data Entry, Account Management, Security, Private Investigations, Project Management, Property Management, CCTV, Easylobby, Excel, Word, Cash Handling, Bloomberg Terminal, Multi Currency Horizon..., Expense Manager
Education
University of Massachusetts Boston 2007 — 2011
BS, Finance/Economics
university of Massachusetts 2007 — 2011
B.S, Management; Finance
Val Golina Val Golina's State Street Experience May 2015 - Present
Job Looking for additional new job experience in the technology or business fields
Industry Computer Software
Experience
State Street May 2015 - Present
Precision Biosystems January 2015 - May 2015
IKEA Group February 2013 - October 2013
United Electronic Industries July 2010 - August 2010
Skills
Customer Service, Retail, Sales, Microsoft Office, Social Networking, Teamwork, Leadership
Education
University of Massachusetts Boston 2014 — 2018
Computer Science, Freshman
Foxborough Regional Charter School 2007 — 2014
General Education
State Street May 2015 - Present
Precision Biosystems January 2015 - May 2015
IKEA Group February 2013 - October 2013
United Electronic Industries July 2010 - August 2010
Skills
Customer Service, Retail, Sales, Microsoft Office, Social Networking, Teamwork, Leadership
Education
University of Massachusetts Boston 2014 — 2018
Computer Science, Freshman
Foxborough Regional Charter School 2007 — 2014
General Education
Tosin Thompson Tosin Thompson's State Street Experience January 2006 - August 2007
Job Financial Systems
Industry Financial Services
Experience
Financial Systems OMS / EMS April 2014 - Present
Credit Suisse July 2013 - January 2014
GemFin / iProject Consulting May 2012 - July 2013
GMO May 2011 - March 2012
Bain Capital May 2008 - May 2011
Phoenix Pcms August 2007 - April 2008
State Street January 2006 - August 2007
Skills
Requirements Gathering, Business Process, User Acceptance Testing, Analysis, Financial Modeling, •Excellent spoken and..., •Ability to present..., •Use of Agile and..., •Provide test..., •Conduct Quality..., Finance, Software Documentation
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's degree, Business Administration and Management, Concentrated in Finance
Financial Systems OMS / EMS April 2014 - Present
Credit Suisse July 2013 - January 2014
GemFin / iProject Consulting May 2012 - July 2013
GMO May 2011 - March 2012
Bain Capital May 2008 - May 2011
Phoenix Pcms August 2007 - April 2008
State Street January 2006 - August 2007
Skills
Requirements Gathering, Business Process, User Acceptance Testing, Analysis, Financial Modeling, •Excellent spoken and..., •Ability to present..., •Use of Agile and..., •Provide test..., •Conduct Quality..., Finance, Software Documentation
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's degree, Business Administration and Management, Concentrated in Finance
Vitalina Eliseev's State Street Experience August 2013 - May 2014
Job Fund Administrator at State Street Corporation, MSA student
Industry Accounting
Experience
State Street Corporation May 2014 - Present
State Street August 2013 - May 2014
The College of Management, UMass Boston September 2012 - July 2013
Bozzuto's Inc. January 2010 - July 2012
Skills
Microsoft Excel, Close Attention to..., Teamwork, Data Analysis, Financial Analysis, Data Entry, Critical Thinking, Time Management, Office Administration, Microsoft Word, Spreadsheets, Bloomberg Terminal, Accounting, PowerPoint, Outlook, Customer Oriented, Invoicing, Research, Customer Service, Access, Analysis, Employee Training, Organization Skills, Financial Accounting, Expense Management, Expense Allocation
Education
University of Massachusetts Boston 2015 — 2017
Master of Science (M.S.), Accounting
University of Massachusetts Boston 2012 — 2014
Bachelor's degree, Accounting
Tunxis Community College 2009 — 2012
Associate's degree, Business Administration and Accounting
State Street Corporation May 2014 - Present
State Street August 2013 - May 2014
The College of Management, UMass Boston September 2012 - July 2013
Bozzuto's Inc. January 2010 - July 2012
Skills
Microsoft Excel, Close Attention to..., Teamwork, Data Analysis, Financial Analysis, Data Entry, Critical Thinking, Time Management, Office Administration, Microsoft Word, Spreadsheets, Bloomberg Terminal, Accounting, PowerPoint, Outlook, Customer Oriented, Invoicing, Research, Customer Service, Access, Analysis, Employee Training, Organization Skills, Financial Accounting, Expense Management, Expense Allocation
Education
University of Massachusetts Boston 2015 — 2017
Master of Science (M.S.), Accounting
University of Massachusetts Boston 2012 — 2014
Bachelor's degree, Accounting
Tunxis Community College 2009 — 2012
Associate's degree, Business Administration and Accounting
Timothy Masullo Timothy Masullo's State Street Experience November 2009 - January 2011
Job Trading Operations Analyst, FSquared Capital
Industry Financial Services
Experience
F-Squared Investments July 2013 - Present
Old Mutual Asset Management Trust Company January 2011 - May 2013
State Street November 2009 - January 2011
State Street September 2007 - November 2009
Skills
Fund Accounting, Mutual Funds, Securities, Investments, Asset Management, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Financial Services, Equities, Hedge Funds, Global Custody
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Cum Laude
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
F-Squared Investments July 2013 - Present
Old Mutual Asset Management Trust Company January 2011 - May 2013
State Street November 2009 - January 2011
State Street September 2007 - November 2009
Skills
Fund Accounting, Mutual Funds, Securities, Investments, Asset Management, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Financial Services, Equities, Hedge Funds, Global Custody
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Cum Laude
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
Janie Dretler Janie Dretler's State Street Experience 1993 - 1995
Job Marketing Communications Consultant | Photographer
Industry Marketing and Advertising
Experience
Peter Noyes School September 2014 - October 2014
Sudbury Family Network January 2009 - March 2011
REACH Beyond Domestic Violence 2005 - 2011
KGA, Inc. (Kathleen Greer Associates) 2005 - 2008
State Street Global Advisors 1995 - 2003
State Street 1993 - 1995
Skills
Workshop Facilitation, Coaching, Project Management, Research, Event Planning, Marketing, Strategy, Marketing Strategy, Integrated Marketing, Nonprofits, Budgets, Strategic Planning, Event Management, Editing, Project Planning, Newsletters, Social Media, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing, Business Development, Community Outreach, New Business Development, Fundraising, Photoshop, Digital Photography, Photography, Lightroom, Apple Aperture, Video Production, Management, Sales, Leadership, CRM, Proposal Writing, Marketing Communications, Program Management, Public Speaking, Public Relations, Advertising, Business Strategy, Online Marketing
Education
New England School of Photography
University of Massachusetts Dartmouth
BA
University of Pennsylvania - The Wharton School
Peter Noyes School September 2014 - October 2014
Sudbury Family Network January 2009 - March 2011
REACH Beyond Domestic Violence 2005 - 2011
KGA, Inc. (Kathleen Greer Associates) 2005 - 2008
State Street Global Advisors 1995 - 2003
State Street 1993 - 1995
Skills
Workshop Facilitation, Coaching, Project Management, Research, Event Planning, Marketing, Strategy, Marketing Strategy, Integrated Marketing, Nonprofits, Budgets, Strategic Planning, Event Management, Editing, Project Planning, Newsletters, Social Media, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing, Business Development, Community Outreach, New Business Development, Fundraising, Photoshop, Digital Photography, Photography, Lightroom, Apple Aperture, Video Production, Management, Sales, Leadership, CRM, Proposal Writing, Marketing Communications, Program Management, Public Speaking, Public Relations, Advertising, Business Strategy, Online Marketing
Education
New England School of Photography
University of Massachusetts Dartmouth
BA
University of Pennsylvania - The Wharton School
Teymoor Brelvi Teymoor Brelvi's State Street Experience December 2008 - June 2009
Job EditorinChief at The Brown Group Worldwide LLC
Industry Public Relations and Communications
Experience
The Brown Group Worldwide LLC January 2013 - Present
State Street December 2008 - June 2009
The City School 2004 - 2006
Skills
Marketing, Customer Service, Public Relations, Research, Social Media, Facebook
Education
University of Massachusetts Boston
The Brown Group Worldwide LLC January 2013 - Present
State Street December 2008 - June 2009
The City School 2004 - 2006
Skills
Marketing, Customer Service, Public Relations, Research, Social Media, Facebook
Education
University of Massachusetts Boston
Phoebe Tseng's State Street Experience October 2008 - July 2010
Job Lead International Accountant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group October 2014 - Present
State Street Bank July 2010 - May 2014
State Street October 2008 - July 2010
State Street December 2006 - October 2008
Skills
Oracle Financial, Essbase, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Access, PowerPoint, SharePoint, Analysis, Mergers, Financial Analysis, Business Analysis, Forecasting, Equities, Accounting
Education
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Economics and International Business
University of Oxford 2004 — 2004
Exchange student, International Finance, Strategic Management and Business Ethics
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group October 2014 - Present
State Street Bank July 2010 - May 2014
State Street October 2008 - July 2010
State Street December 2006 - October 2008
Skills
Oracle Financial, Essbase, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Access, PowerPoint, SharePoint, Analysis, Mergers, Financial Analysis, Business Analysis, Forecasting, Equities, Accounting
Education
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Economics and International Business
University of Oxford 2004 — 2004
Exchange student, International Finance, Strategic Management and Business Ethics
Wesley Byrd Wesley Byrd's State Street Experience August 2009 - November 2014
Job Fund Reporting Consultant Wells Fargo Fund Management
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
State Street August 2009 - November 2014
Skills
Mutual Funds, Equities, Fixed Income, Fund Accounting, Account Reconciliation, Bloomberg, Valuation, Microsoft Office, Derivatives, Accounting, Excel, Outlook, Problem Solving, Structured Products, Securities, Analysis, VBA
Education
University of Massachusetts Boston 2006 — 2010
BS, Finance, Economics, 3.87
Wells Fargo December 2014 - Present
State Street August 2009 - November 2014
Skills
Mutual Funds, Equities, Fixed Income, Fund Accounting, Account Reconciliation, Bloomberg, Valuation, Microsoft Office, Derivatives, Accounting, Excel, Outlook, Problem Solving, Structured Products, Securities, Analysis, VBA
Education
University of Massachusetts Boston 2006 — 2010
BS, Finance, Economics, 3.87
Sean Dubois Sean Dubois's State Street Experience November 2013 - October 2014
Job
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
State Street November 2013 - October 2014
JPMorgan Chase June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Data Entry, Financial Reporting, Software Documentation, Finance, Investments, Financial Analysis, Access
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Economics
University of Oxford 2013 — 2013
Bachelor of Science (BS), Econmics/Finance
Brown Brothers Harriman October 2014 - Present
State Street November 2013 - October 2014
JPMorgan Chase June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Data Entry, Financial Reporting, Software Documentation, Finance, Investments, Financial Analysis, Access
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Economics
University of Oxford 2013 — 2013
Bachelor of Science (BS), Econmics/Finance
James Nutter James Nutter's State Street Experience June 2012 - September 2013
Job FP&A at Public Consulting Group
Industry Financial Services
Experience
Public Consulting Group January 2015 - Present
Public Consulting Group October 2013 - January 2015
State Street June 2012 - September 2013
Digitas May 2011 - April 2012
UMass Dartmouth 2009 - May 2011
Digitas June 2010 - August 2010
UMass Dartmouth December 2008 - May 2010
Texterity, Inc. June 2008 - August 2008
Skills
Excel, Microsoft Office, Financial Analysis, Economics, Forecasting, Budgeting, Research, Statistics, Marketing, Event Planning, Data Analysis, Management, Finance, Accounting, Microsoft Excel, Budgets, Analysis, Account Reconciliation, Cash Flow
Education
University of Massachusetts Dartmouth 2007 — 2011
B.S, Economics
Public Consulting Group January 2015 - Present
Public Consulting Group October 2013 - January 2015
State Street June 2012 - September 2013
Digitas May 2011 - April 2012
UMass Dartmouth 2009 - May 2011
Digitas June 2010 - August 2010
UMass Dartmouth December 2008 - May 2010
Texterity, Inc. June 2008 - August 2008
Skills
Excel, Microsoft Office, Financial Analysis, Economics, Forecasting, Budgeting, Research, Statistics, Marketing, Event Planning, Data Analysis, Management, Finance, Accounting, Microsoft Excel, Budgets, Analysis, Account Reconciliation, Cash Flow
Education
University of Massachusetts Dartmouth 2007 — 2011
B.S, Economics
Paola Walter Paola Walter's State Street Experience August 2012 - Present
Job Senior Fund Accountant at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
MentorCorps February 2012 - December 2012
State Street January 2011 - August 2012
Phillips Brooks House Association January 2010 - December 2010
Skills
Accounting, Economics, Team Building, Team Leadership, Critical Thinking, Multitasker, Time Management, Personal Finance, Access, Management, Training, Teamwork, Research, Microsoft Office, Outlook, Microsoft Excel, Dependable Team Player, Leadership, PowerPoint, Public Speaking
Education
Year Up Boston 2010 — 2011
University of Massachusetts Boston 2008 — 2010
Boston Latin Academy 2004 — 2008
State Street August 2012 - Present
MentorCorps February 2012 - December 2012
State Street January 2011 - August 2012
Phillips Brooks House Association January 2010 - December 2010
Skills
Accounting, Economics, Team Building, Team Leadership, Critical Thinking, Multitasker, Time Management, Personal Finance, Access, Management, Training, Teamwork, Research, Microsoft Office, Outlook, Microsoft Excel, Dependable Team Player, Leadership, PowerPoint, Public Speaking
Education
Year Up Boston 2010 — 2011
University of Massachusetts Boston 2008 — 2010
Boston Latin Academy 2004 — 2008
Rashi Gujral Rashi Gujral's State Street Experience September 2003 - November 2006
Job Director of Finance and Administration at Euclides Technologies Inc., Notary Public
Industry Information Technology and Services
Experience
Euclides Technologies Incorporated June 2014 - Present
Euclides Technologies Incorporated June 2012 - June 2014
Lee's 2 Market 2010 - 2012
State Street September 2003 - November 2006
Skills
Financial Reporting, Finance, Accounting, Bank Reconciliation, Banking, Financial Modeling, General Ledger, Payroll, Accounts Receivable, Accounts Payable, Management, Analysis, Financial Analysis, Fund Accounting, Variance Analysis, Portfolio Management, Cash Management, Account Reconciliation, Credit, Cash Flow Forecasting, Financial Statements, Cash Flow, Bloomberg, Risk Management, Financial Accounting, Accruals, Sage, QuickBooks, Research, Negotiation, Internal Controls, Legal Compliance, Journal Entries, Cost Accounting, IFRS, US GAAP, Reports, Tax, Sarbanes-Oxley Act, Invoicing, Forecasting, Bookkeeping, Expenses, Management Accounting, Balance Sheet, Fixed Assets, Sales Tax, Cash, Payments, Peachtree
Education
University of Massachusetts Boston 2007 — 2011
Master of Business Administration (MBA), General Studies
University of Massachusetts Boston 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Euclides Technologies Incorporated June 2014 - Present
Euclides Technologies Incorporated June 2012 - June 2014
Lee's 2 Market 2010 - 2012
State Street September 2003 - November 2006
Skills
Financial Reporting, Finance, Accounting, Bank Reconciliation, Banking, Financial Modeling, General Ledger, Payroll, Accounts Receivable, Accounts Payable, Management, Analysis, Financial Analysis, Fund Accounting, Variance Analysis, Portfolio Management, Cash Management, Account Reconciliation, Credit, Cash Flow Forecasting, Financial Statements, Cash Flow, Bloomberg, Risk Management, Financial Accounting, Accruals, Sage, QuickBooks, Research, Negotiation, Internal Controls, Legal Compliance, Journal Entries, Cost Accounting, IFRS, US GAAP, Reports, Tax, Sarbanes-Oxley Act, Invoicing, Forecasting, Bookkeeping, Expenses, Management Accounting, Balance Sheet, Fixed Assets, Sales Tax, Cash, Payments, Peachtree
Education
University of Massachusetts Boston 2007 — 2011
Master of Business Administration (MBA), General Studies
University of Massachusetts Boston 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Brandon Koziara's State Street Experience March 2013 - Present
Job Assistant Vice President, Product Manager at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
State Street April 2009 - March 2013
State Street April 2008 - April 2009
Investors Bank & Trust June 2007 - April 2008
Investors Bank & Trust January 2006 - June 2007
Skills
Mutual Funds, Financial Services, Portfolio Management, Investments, Financial Analysis, Management, Fixed Income, Equities, Finance, Bloomberg, Asset Management, Securities
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Business Finance
Cathedral
State Street March 2013 - Present
State Street April 2009 - March 2013
State Street April 2008 - April 2009
Investors Bank & Trust June 2007 - April 2008
Investors Bank & Trust January 2006 - June 2007
Skills
Mutual Funds, Financial Services, Portfolio Management, Investments, Financial Analysis, Management, Fixed Income, Equities, Finance, Bloomberg, Asset Management, Securities
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Business Finance
Cathedral
Ellen Geary's State Street Experience July 2012 - May 2013
Job Senior Recruiter, BNY Mellon Wealth Management Recruiting Southeast Region
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
Northwestern Mutual February 2014 - May 2015
Northwestern Mutual September 2013 - February 2014
Parker and Lynch May 2013 - September 2013
State Street July 2012 - May 2013
State Street June 2011 - June 2012
State Street June 2010 - February 2011
Skills
PeopleSoft, Recruiting, Management, Interviews, Talent Acquisition, System Administration, Temporary Placement, Applicant Tracking..., Onboarding, Job Fairs, Time Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Screening Resumes, Administration, Sourcing, New Hire Orientations, Leadership, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors, Human Resource Management
newton south high school 2003 — 2007
BNY Mellon Wealth Management July 2015 - Present
Northwestern Mutual February 2014 - May 2015
Northwestern Mutual September 2013 - February 2014
Parker and Lynch May 2013 - September 2013
State Street July 2012 - May 2013
State Street June 2011 - June 2012
State Street June 2010 - February 2011
Skills
PeopleSoft, Recruiting, Management, Interviews, Talent Acquisition, System Administration, Temporary Placement, Applicant Tracking..., Onboarding, Job Fairs, Time Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Screening Resumes, Administration, Sourcing, New Hire Orientations, Leadership, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors, Human Resource Management
newton south high school 2003 — 2007
Priscilla Yeung's State Street Experience 1990 - 2011
Job AVP at State Street
Industry Financial Services
Experience
State Street Corp 1990 - Present
State Street 1990 - 2011
Skills
Software Quality..., Fund Accounting, Corporate Actions, Global Custody, Equities, Fixed Income, Financial Analysis, Securities, Requirements Analysis, Business Analysis, Analysis, Bloomberg, Mutual Funds, Financial Services, Process Improvement
Education
University of Massachusetts Boston 1984 — 1990
MBA
St. Stephen's Girls College 1970 — 1982
State Street Corp 1990 - Present
State Street 1990 - 2011
Skills
Software Quality..., Fund Accounting, Corporate Actions, Global Custody, Equities, Fixed Income, Financial Analysis, Securities, Requirements Analysis, Business Analysis, Analysis, Bloomberg, Mutual Funds, Financial Services, Process Improvement
Education
University of Massachusetts Boston 1984 — 1990
MBA
St. Stephen's Girls College 1970 — 1982
Peggy Shaw's State Street Experience March 2012 - Present
Job Skills Training Officer
Industry Financial Services
Experience
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street Bank 2001 - March 2012
Colonial Investments 1994 - 2001
State Street February 1992 - October 1994
Skills
Coaching, Compliance, PowerPoint, Excel, Access, Problem Solving, Customer Relations, Talent Management, Employee Relations, Instructional Design, Client Service, Microsoft Excel, Customer Service, Accounting, Leadership, Process Improvement, Analysis, Client Services, Financial Analysis, Risk Management, Equities, Management
Education
University of Massachusetts Boston
Bachelor of Science (BS), Accounting and Business/Management, Magna Cum Laude
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street Bank 2001 - March 2012
Colonial Investments 1994 - 2001
State Street February 1992 - October 1994
Skills
Coaching, Compliance, PowerPoint, Excel, Access, Problem Solving, Customer Relations, Talent Management, Employee Relations, Instructional Design, Client Service, Microsoft Excel, Customer Service, Accounting, Leadership, Process Improvement, Analysis, Client Services, Financial Analysis, Risk Management, Equities, Management
Education
University of Massachusetts Boston
Bachelor of Science (BS), Accounting and Business/Management, Magna Cum Laude
Kent Oldmixon's State Street Experience August 2002 - July 2005
Job Senior Consultant at Centric Consulting
Industry Information Technology and Services
Experience
Centric Consulting October 2011 - Present
Citizens Bank February 2009 - September 2011
MISI Company February 2009 - September 2011
Ascend Consulting November 2007 - November 2008
IBM Global Business Services July 2005 - November 2007
State Street August 2002 - July 2005
Skills
Business Analysis, Financial Services, Process Improvement, Requirements Analysis, CRM, Fixed Income, Requirements Gathering, Business Process..., Mutual Funds, Banking, Risk Management, Portfolio Management, System Implementations, Process Analysis, Wealth Management, Business Requirements, Business Process Mapping, Business Process..., Change Management, Management, SDLC, Consulting, Agile Methodologies, RTC
Education
University of Massachusetts Dartmouth 1998 — 2002
B.S., Finance
Mansfield High School 1994 — 1998
Diploma
Centric Consulting October 2011 - Present
Citizens Bank February 2009 - September 2011
MISI Company February 2009 - September 2011
Ascend Consulting November 2007 - November 2008
IBM Global Business Services July 2005 - November 2007
State Street August 2002 - July 2005
Skills
Business Analysis, Financial Services, Process Improvement, Requirements Analysis, CRM, Fixed Income, Requirements Gathering, Business Process..., Mutual Funds, Banking, Risk Management, Portfolio Management, System Implementations, Process Analysis, Wealth Management, Business Requirements, Business Process Mapping, Business Process..., Change Management, Management, SDLC, Consulting, Agile Methodologies, RTC
Education
University of Massachusetts Dartmouth 1998 — 2002
B.S., Finance
Mansfield High School 1994 — 1998
Diploma
Wayne Thornton Jr., RAC's State Street Experience August 1998 - August 2004
Job Scientist I (CMC Specialist) at Vertex Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertex Pharmaceuticals August 2014 - Present
Vertex Pharmaceuticals February 2011 - Present
Vertex Pharmaceuticals August 2007 - February 2011
State Street August 1998 - August 2004
Skills
GMP, Biotechnology, GxP, CMC, Regulatory Affairs, GLP, Pharmaceutical Industry, Clinical Development, Technology Transfer, Regulatory Submissions, 21 CFR Part 11, Drug Development, FDA, Sop, Validation
Education
University of Massachusetts Boston 2004 — 2007
Bachelors, Biochemistry
University of Massachusetts Dartmouth 1993 — 1998
Bachelors, English
Vertex Pharmaceuticals August 2014 - Present
Vertex Pharmaceuticals February 2011 - Present
Vertex Pharmaceuticals August 2007 - February 2011
State Street August 1998 - August 2004
Skills
GMP, Biotechnology, GxP, CMC, Regulatory Affairs, GLP, Pharmaceutical Industry, Clinical Development, Technology Transfer, Regulatory Submissions, 21 CFR Part 11, Drug Development, FDA, Sop, Validation
Education
University of Massachusetts Boston 2004 — 2007
Bachelors, Biochemistry
University of Massachusetts Dartmouth 1993 — 1998
Bachelors, English
Vasilika Polena's State Street Experience 2006 - Present
Job Account Manager at Investors Bank & Trust
Industry Financial Services
Experience
Investors Bank & Trust Account ManagerState Street Bank2006 - Present
State Street 2006 - Present
Education
University of Massachusetts Boston
Investors Bank & Trust Account ManagerState Street Bank2006 - Present
State Street 2006 - Present
Education
University of Massachusetts Boston
Ratika Khettry's State Street Experience Senior ConsultantPwC Consulting1997 - 2001
Job Vice President at State Street
Industry Financial Services
Experience
State Street Senior ConsultantPwC Consulting1997 - 2001
Education
University of Massachusetts Boston 1994 — 1997
State Street Senior ConsultantPwC Consulting1997 - 2001
Education
University of Massachusetts Boston 1994 — 1997
Ron Pellowe's State Street Experience 1992 - 1995
Job Mgr Sys at Equipnet
Industry Wholesale
Experience
Equipnet 1999 - Present
Support Plus 2006 - 2008
PCs Compleat 1995 - 1999
State Street 1992 - 1995
SalesLink 1990 - 1992
JWP Inc. 1988 - 1990
MicroAmerica 1985 - 1988
necci 1983 - 1985
Skills
Windows Server NT-2012..., Project Management, Negotiation, Account Management, Contract Negotiation, Customer Service, New Business Development, Leadership, Web Design, B2B, CRM, Start-ups, Team Leadership, Management
Education
University of Massachusetts Boston 1974 — 1979
BA, Psych, Anthropology
Equipnet 1999 - Present
Support Plus 2006 - 2008
PCs Compleat 1995 - 1999
State Street 1992 - 1995
SalesLink 1990 - 1992
JWP Inc. 1988 - 1990
MicroAmerica 1985 - 1988
necci 1983 - 1985
Skills
Windows Server NT-2012..., Project Management, Negotiation, Account Management, Contract Negotiation, Customer Service, New Business Development, Leadership, Web Design, B2B, CRM, Start-ups, Team Leadership, Management
Education
University of Massachusetts Boston 1974 — 1979
BA, Psych, Anthropology
Pat Carley's State Street Experience 2009 - Present
Job Vice President, IT Client Onboarding Services State Street Global Markets
Industry Financial Services
Experience
State Street 2009 - Present
State Street Global Markets 2007 - 2009
State Street Bank 2005 - 2007
State Street Bank 2003 - 2006
State Street Bank 1999 - 2003
State Street Bank 1995 - 1999
Skills
Client Integration, Process Redesign, Business Relationship..., Technical Product..., Project Management, Business Analysis, Product Support, Operating Models, Procedures Documentation, Risk Reduction, Audit Controls, Solution-driven, Client-focused, Collaboration, STP, Front Office Trading..., Sell Side, Third Party Lending, Global Custody, FIX, SWIFT messaging, SFTP, Securities, Fixed Income, Securities Lending, Equities, Financial Services, Corporate Actions, Bloomberg, Auditing, Trading Systems, Outsourcing, Middle Office, Equity Trading, Prime Brokerage, CRM, Mutual Funds, Reference Data, Financial Markets
Education
University of Massachusetts Boston
Bachelor's degree, Economics
State Street 2009 - Present
State Street Global Markets 2007 - 2009
State Street Bank 2005 - 2007
State Street Bank 2003 - 2006
State Street Bank 1999 - 2003
State Street Bank 1995 - 1999
Skills
Client Integration, Process Redesign, Business Relationship..., Technical Product..., Project Management, Business Analysis, Product Support, Operating Models, Procedures Documentation, Risk Reduction, Audit Controls, Solution-driven, Client-focused, Collaboration, STP, Front Office Trading..., Sell Side, Third Party Lending, Global Custody, FIX, SWIFT messaging, SFTP, Securities, Fixed Income, Securities Lending, Equities, Financial Services, Corporate Actions, Bloomberg, Auditing, Trading Systems, Outsourcing, Middle Office, Equity Trading, Prime Brokerage, CRM, Mutual Funds, Reference Data, Financial Markets
Education
University of Massachusetts Boston
Bachelor's degree, Economics
Shannon McDonough's State Street Experience July 2008 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2008 - Present
Investors Bank & Trust August 2004 - June 2008
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Fund Accounting, Derivatives, Corporate Actions, Financial Services, Back Office, Middle Office, Global Custody, Business Analysis, Fund Administration, Asset Management, Hedge Funds, Settlement, Financial Analysis, FX Options, Process Improvement
Education
University of Massachusetts Boston 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
State Street July 2008 - Present
Investors Bank & Trust August 2004 - June 2008
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Fund Accounting, Derivatives, Corporate Actions, Financial Services, Back Office, Middle Office, Global Custody, Business Analysis, Fund Administration, Asset Management, Hedge Funds, Settlement, Financial Analysis, FX Options, Process Improvement
Education
University of Massachusetts Boston 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
Sammy Truong's State Street Experience March 2008 - February 2011
Job Fund Accountant at State Street
Industry Accounting
Experience
Happi Nail Spa May 2010 - Present
State Street March 2008 - February 2011
Education
University of Massachusetts Boston 1998 — 2002
Happi Nail Spa May 2010 - Present
State Street March 2008 - February 2011
Education
University of Massachusetts Boston 1998 — 2002
Peggy Shaw's State Street Experience March 2012 - Present
Job Skills Training Officer
Industry Financial Services
Experience
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street January 2001 - March 2012
Liberty Financial Group May 1998 - December 2001
Liberty Financial Group November 1994 - May 1998
Skills
SDLC, Financial Services, Visio, Business Analysis, Risk Management, Vendor Management, Process Improvement, Access, Financial Reporting, Equities
Education
University of Massachusetts Boston
Bachelor’s Degree, Accounting and Business/Management, Magna Cum Laude
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street January 2001 - March 2012
Liberty Financial Group May 1998 - December 2001
Liberty Financial Group November 1994 - May 1998
Skills
SDLC, Financial Services, Visio, Business Analysis, Risk Management, Vendor Management, Process Improvement, Access, Financial Reporting, Equities
Education
University of Massachusetts Boston
Bachelor’s Degree, Accounting and Business/Management, Magna Cum Laude
Viraphong Douangmany's State Street Experience February 2002 - April 2006
Job Complex Accounting and Administration Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon April 2010 - Present
Putnam Investments September 2008 - February 2009
Bank of New York Mellon April 2006 - August 2008
State Street February 2002 - April 2006
Education
University of Massachusetts Boston 1998 — 2001
BS, Management Science Information Systems
Bank of New York Mellon April 2010 - Present
Putnam Investments September 2008 - February 2009
Bank of New York Mellon April 2006 - August 2008
State Street February 2002 - April 2006
Education
University of Massachusetts Boston 1998 — 2001
BS, Management Science Information Systems
Prisca Ahyee's State Street Experience 2011 - November 2014
Job Senior Operations SpecialistInstitutional
Industry Investment Management
Experience
GW&K Investment Management November 2014 - Present
State Street 2011 - November 2014
State Street July 2007 - February 2011
Skills
Fixed Income, Internal Audit, French, Process Improvement, Financial Statements, Securities
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science (B.S.), international management
GW&K Investment Management November 2014 - Present
State Street 2011 - November 2014
State Street July 2007 - February 2011
Skills
Fixed Income, Internal Audit, French, Process Improvement, Financial Statements, Securities
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science (B.S.), international management
THAO T. NGUYEN's State Street Experience January 2015 - Present
Job Alternative Investment Solution at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
State Street March 2013 - January 2015
State Street December 2010 - March 2013
Bank of America December 2009 - December 2010
Umass boston - Media Lab July 2007 - December 2009
Skills
Microsoft Office, Research, Leadership, Management, Teamwork, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Finance, Banking, Auditing, Portfolio Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor's degree, Accounting and Business/Management
State Street January 2015 - Present
State Street March 2013 - January 2015
State Street December 2010 - March 2013
Bank of America December 2009 - December 2010
Umass boston - Media Lab July 2007 - December 2009
Skills
Microsoft Office, Research, Leadership, Management, Teamwork, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Finance, Banking, Auditing, Portfolio Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor's degree, Accounting and Business/Management
Shamita Behl's State Street Experience March 2009 - July 2009
Job Sr. Business Consultant at Randstad Technologies US
Industry Retail
Experience
Randstad Technologies US March 2015 - Present
Randstad Technologies US August 2012 - February 2015
Sapient Global Markets April 2011 - August 2012
Banco Santander/Sovereign Bank November 2009 - July 2011
State Street March 2009 - July 2009
University of Massachusetts August 2007 - January 2009
U.S. Environmental Protection Agency January 2008 - December 2008
Cognizant Technology Solutions April 2004 - April 2006
NE Technologies January 2004 - March 2004
Skills
SDLC, Business Process, Process Improvement, Requirements Analysis, Analysis, Agile Methodologies, Quality Assurance, Management, Software Project..., MS Project, Access, Requirements Gathering, SQL, Financial Modeling, SOA, Bloomberg, Software Documentation
Education
University of Massachusetts Boston 2007 — 2008
MBA, Finance
Rajiv Gandhi Proudyogiki Vishwavidyalaya, Bhopal 1999 — 2003
BE, Electronics and Telecom
Randstad Technologies US March 2015 - Present
Randstad Technologies US August 2012 - February 2015
Sapient Global Markets April 2011 - August 2012
Banco Santander/Sovereign Bank November 2009 - July 2011
State Street March 2009 - July 2009
University of Massachusetts August 2007 - January 2009
U.S. Environmental Protection Agency January 2008 - December 2008
Cognizant Technology Solutions April 2004 - April 2006
NE Technologies January 2004 - March 2004
Skills
SDLC, Business Process, Process Improvement, Requirements Analysis, Analysis, Agile Methodologies, Quality Assurance, Management, Software Project..., MS Project, Access, Requirements Gathering, SQL, Financial Modeling, SOA, Bloomberg, Software Documentation
Education
University of Massachusetts Boston 2007 — 2008
MBA, Finance
Rajiv Gandhi Proudyogiki Vishwavidyalaya, Bhopal 1999 — 2003
BE, Electronics and Telecom
Allison Bayramshian's State Street Experience October 1994 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street October 1994 - Present
State Street Bank 1994 - 2009
Education
University of Massachusetts Dartmouth 1991 — 1994
B.S., Accounting
Phillips
Watertown High School
State Street October 1994 - Present
State Street Bank 1994 - 2009
Education
University of Massachusetts Dartmouth 1991 — 1994
B.S., Accounting
Phillips
Watertown High School
Warsa Mai's State Street Experience 2014 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street 2014 - Present
Brown Brothers Harriman 2014 - 2014
State Street 2012 - 2014
State Street 2007 - 2012
Skills
Mutual Funds, Financial Reporting, Fund Administration, Financial Services, Fixed Income, Financial Analysis, Microsoft Excel, Equities, Investments, Bloomberg
Education
University of Massachusetts Boston 2003 — 2007
BA, Finance, International Management
State Street 2014 - Present
Brown Brothers Harriman 2014 - 2014
State Street 2012 - 2014
State Street 2007 - 2012
Skills
Mutual Funds, Financial Reporting, Fund Administration, Financial Services, Fixed Income, Financial Analysis, Microsoft Excel, Equities, Investments, Bloomberg
Education
University of Massachusetts Boston 2003 — 2007
BA, Finance, International Management
Wonbin Choi's State Street Experience July 2013 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
MA National Guard July 2010 - Present
State Street September 2011 - July 2013
Market Basket July 2006 - February 2012
New York Life September 2009 - June 2010
Harry Lee Cole School April 2005 - May 2005
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Customer Service, Bloomberg, Money Market, Insurance
Education
University of Massachusetts Boston 2014 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2005 — 2009
Bachelor's Degree, Business Administraion, Finance, Management
Masconomet High School 2001 — 2005
State Street July 2013 - Present
MA National Guard July 2010 - Present
State Street September 2011 - July 2013
Market Basket July 2006 - February 2012
New York Life September 2009 - June 2010
Harry Lee Cole School April 2005 - May 2005
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Customer Service, Bloomberg, Money Market, Insurance
Education
University of Massachusetts Boston 2014 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2005 — 2009
Bachelor's Degree, Business Administraion, Finance, Management
Masconomet High School 2001 — 2005
Paulette Elliott's State Street Experience August 2008 - March 2011
Job Staff Accountant II at Neighborhood Health Plan
Industry Accounting
Experience
Neighborhood Health Plan June 2015 - Present
Best Doctors July 2014 - June 2015
Beth Israel Deaconess Medical Center March 2011 - July 2014
State Street August 2008 - March 2011
Skills
Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, General Ledger, Accounts Receivable, Variance Analysis, Internal Controls, Financial Accounting, Finance, Payroll, Microsoft Word, Financial Statements, Accounts Payable, Accruals, Process Improvement, Invoicing, Financial Audits
Education
University of Massachusetts Boston 2007 — 2010
Bachelor's in Management, Accounting
Neighborhood Health Plan June 2015 - Present
Best Doctors July 2014 - June 2015
Beth Israel Deaconess Medical Center March 2011 - July 2014
State Street August 2008 - March 2011
Skills
Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, General Ledger, Accounts Receivable, Variance Analysis, Internal Controls, Financial Accounting, Finance, Payroll, Microsoft Word, Financial Statements, Accounts Payable, Accruals, Process Improvement, Invoicing, Financial Audits
Education
University of Massachusetts Boston 2007 — 2010
Bachelor's in Management, Accounting
Tomas Rybansky's State Street Experience February 2014 - Present
Job Investment Management Operations Analyst at State Street
Industry Environmental Services
Experience
State Street February 2014 - Present
Go Green Global Recycling 2007 - Present
USFSA January 2002 - January 2007
Skills
English, Stata, SPSS, Microsoft Office, Statistics, Economics, Econometrics
Education
University of Massachusetts Boston 2010 — 2013
Bachelor, Economics
State Street February 2014 - Present
Go Green Global Recycling 2007 - Present
USFSA January 2002 - January 2007
Skills
English, Stata, SPSS, Microsoft Office, Statistics, Economics, Econometrics
Education
University of Massachusetts Boston 2010 — 2013
Bachelor, Economics
Samuel Contreras's State Street Experience August 2013 - Present
Job Client Operations at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street February 2012 - August 2013
Paisano Restaurant and Bar July 2006 - February 2013
State Street January 2011 - February 2012
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Finance, Bloomberg, Financial Services, Mutual Funds, Securities, Fixed Income, Portfolio Management, Equities, Accounting, Analysis, Fund Accounting, Management, Investment Management
Education
University of Massachusetts Boston 2005 — 2008
Information Management for Finance, Finance
State Street August 2013 - Present
State Street February 2012 - August 2013
Paisano Restaurant and Bar July 2006 - February 2013
State Street January 2011 - February 2012
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Finance, Bloomberg, Financial Services, Mutual Funds, Securities, Fixed Income, Portfolio Management, Equities, Accounting, Analysis, Fund Accounting, Management, Investment Management
Education
University of Massachusetts Boston 2005 — 2008
Information Management for Finance, Finance
Philip Vasiliadis's State Street Experience June 1996 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 1996 - Present
Skills
Derivatives, Business Analysis, Financial Services, Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Asset Management, Portfolio Management, Hedge Funds, Risk Management, Financial Analysis, Investments, Alternative Investments, Cross Selling, Sales Operations
Education
University of Massachusetts Boston 1989 — 1991
B.A., Economics
Newton North HS
State Street June 1996 - Present
Skills
Derivatives, Business Analysis, Financial Services, Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Asset Management, Portfolio Management, Hedge Funds, Risk Management, Financial Analysis, Investments, Alternative Investments, Cross Selling, Sales Operations
Education
University of Massachusetts Boston 1989 — 1991
B.A., Economics
Newton North HS
Rana Aoude's State Street Experience December 2010 - November 2012
Job Portfolio accountant at State Street
Industry Financial Services
Experience
Banque Libano-Française September 2014 - Present
State Street December 2010 - November 2012
Skills
Bloomberg Certified for..., Client service..., Strong Knowledge in..., Team player with...
Education
University of Massachusetts Boston 2012 — 2013
Master of Science (MS), Finance, General
University of Massachusetts Boston 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Banque Libano-Française September 2014 - Present
State Street December 2010 - November 2012
Skills
Bloomberg Certified for..., Client service..., Strong Knowledge in..., Team player with...
Education
University of Massachusetts Boston 2012 — 2013
Master of Science (MS), Finance, General
University of Massachusetts Boston 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Laurie Gibbs's State Street Experience November 2011 - January 2013
Job Budget Coordinator for Southcoast Hospitals Group
Industry Financial Services
Experience
Southcoast Hospitals Group May 2013 - Present
State Street November 2011 - January 2013
State Street July 2008 - November 2011
State Street July 2007 - July 2008
Skills
Mutual Funds, Accounting, Fixed Income, Investments, Corporate Actions, Finance, Budget Process, Fund Accounting, Microsoft Office, Dividends, Fixed Income Analysis, Fund Services, Business Transformation, Cost Accounting, Healthcare Insights, Microsoft Excel, Planning Budgeting &...
Education
University of Massachusetts Dartmouth 2014 — 2017
Master of Business Administration (M.B.A.)
Bridgewater State University 2002 — 2006
BS, Accounting
Southcoast Hospitals Group May 2013 - Present
State Street November 2011 - January 2013
State Street July 2008 - November 2011
State Street July 2007 - July 2008
Skills
Mutual Funds, Accounting, Fixed Income, Investments, Corporate Actions, Finance, Budget Process, Fund Accounting, Microsoft Office, Dividends, Fixed Income Analysis, Fund Services, Business Transformation, Cost Accounting, Healthcare Insights, Microsoft Excel, Planning Budgeting &...
Education
University of Massachusetts Dartmouth 2014 — 2017
Master of Business Administration (M.B.A.)
Bridgewater State University 2002 — 2006
BS, Accounting
Xiang(Sean) Liu's State Street Experience February 2015 - Present
Job GS Pring Specialist StateStreet
Industry Financial Services
Experience
State Street February 2015 - Present
Granite Telecommunications June 2014 - July 2014
Bank of China June 2013 - August 2013
Chinese Students Scholars Association at UMass Boston September 2012 - August 2013
Steward Health Care November 2012 - January 2013
UMass Boston December 2010 - February 2011
Skills
Microsoft Office, Bloomberg, Financial Analysis, Financial Modeling, Tax Accounting, Microsoft CRM, SPSS, Project Management, Supply Chain Management
Education
University of Massachusetts Boston 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.5
University of Massachusetts Boston 2009 — 2013
Bachelor's Degree, Finance, General, GPA 3.67
middle school
State Street February 2015 - Present
Granite Telecommunications June 2014 - July 2014
Bank of China June 2013 - August 2013
Chinese Students Scholars Association at UMass Boston September 2012 - August 2013
Steward Health Care November 2012 - January 2013
UMass Boston December 2010 - February 2011
Skills
Microsoft Office, Bloomberg, Financial Analysis, Financial Modeling, Tax Accounting, Microsoft CRM, SPSS, Project Management, Supply Chain Management
Education
University of Massachusetts Boston 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.5
University of Massachusetts Boston 2009 — 2013
Bachelor's Degree, Finance, General, GPA 3.67
middle school
Andrew Sicard's State Street Experience February 2013 - February 2014
Job Senior Bank Loan Team Hedge Fund Services at SS&C Technologies
Industry Banking
Experience
SS&C Technologies March 2015 - Present
State Street February 2013 - February 2014
Statestreet October 2008 - February 2013
Skills
Accounting, Bloomberg, Fixed Income, Mutual Funds, Equities, Microsoft Excel, Fund Accounting, Securities, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Valuation, Financial Analysis, Fund Administration, Capital Markets, Financial Services
Education
University of Massachusetts Dartmouth 2005 — 2008
Bachelor, Economics
University of Massachusetts Dartmouth 2005 — 2008
Bachelor's degree, Economics
SS&C Technologies March 2015 - Present
State Street February 2013 - February 2014
Statestreet October 2008 - February 2013
Skills
Accounting, Bloomberg, Fixed Income, Mutual Funds, Equities, Microsoft Excel, Fund Accounting, Securities, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Valuation, Financial Analysis, Fund Administration, Capital Markets, Financial Services
Education
University of Massachusetts Dartmouth 2005 — 2008
Bachelor, Economics
University of Massachusetts Dartmouth 2005 — 2008
Bachelor's degree, Economics
Youssef Oulbacha's State Street Experience July 2014 - Present
Job Assistant Director, Officer at State Street
Industry Higher Education
Experience
State Street July 2014 - Present
State Street February 2013 - July 2014
State Street August 2011 - January 2013
State Street August 2010 - July 2011
UMass Boston January 2008 - June 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Statistics
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Finance
State Street July 2014 - Present
State Street February 2013 - July 2014
State Street August 2011 - January 2013
State Street August 2010 - July 2011
UMass Boston January 2008 - June 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Statistics
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Finance
Conor Foley's State Street Experience August 2014 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
IFS, a State Street Company August 2013 - August 2014
IFS, A State Street Company June 2012 - August 2013
Skyscape June 2011 - November 2011
Vita Cortex Holdings, Ltd April 2008 - September 2008
Skills
Leadership, Collaboration, Public Speaking, Persuasive Presentations, Creative Solutions, Marketing, Client Development
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing
Catholic Memorial High School 2003 — 2007
State Street August 2014 - Present
IFS, a State Street Company August 2013 - August 2014
IFS, A State Street Company June 2012 - August 2013
Skyscape June 2011 - November 2011
Vita Cortex Holdings, Ltd April 2008 - September 2008
Skills
Leadership, Collaboration, Public Speaking, Persuasive Presentations, Creative Solutions, Marketing, Client Development
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing
Catholic Memorial High School 2003 — 2007
Shcharbinskaya Iryna's State Street Experience August 2011 - May 2013
Job Staff at EY
Industry Accounting
Experience
EY September 2013 - Present
State Street August 2011 - May 2013
Skills
Financial Analysis, Bloomberg, Accounting
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Science (BS), Accounting
Minsk State Linguistic university
EY September 2013 - Present
State Street August 2011 - May 2013
Skills
Financial Analysis, Bloomberg, Accounting
Education
University of Massachusetts Boston 2010 — 2013
Bachelor of Science (BS), Accounting
Minsk State Linguistic university
Waemen Lung's State Street Experience January 2007 - Present
Job Account Manager
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments March 2006 - December 2006
Citizens Bank June 2005 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Financial Analysis, Derivatives, Bloomberg, Securities
Education
University of Massachusetts Boston 2001 — 2004
Bachelor, Finance
State Street January 2007 - Present
Putnam Investments March 2006 - December 2006
Citizens Bank June 2005 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Financial Analysis, Derivatives, Bloomberg, Securities
Education
University of Massachusetts Boston 2001 — 2004
Bachelor, Finance
Patrick Conroy's State Street Experience 2008 - 2010
Job Compliance Manager
Industry Financial Services
Experience
Charles River Development April 2012 - Present
Brown Brothers Harriman 2010 - April 2012
State Street 2008 - 2010
State Street 2007 - 2008
State Street 2005 - 2007
Skills
Mutual Funds, Investments, Investment Compliance, Fixed Income, Trading Systems, Compliance, Derivatives, Business Analysis, CRM, New Business Development, Sales, Bloomberg, Equities, Compliance Monitoring, Financial Services, Project Management, Pre-sales, SaaS, Leadership, Securities, Hedge Funds, Securities Regulation, Public Speaking, Cloud Computing, SDLC, Private Cloud, Enterprise Software, Software Implementation, Service Development, Service Delivery, Service Delivery..., Requirements Analysis, Training
Education
University of Massachusetts Boston
BSBA, Finance (Cum Laude)
St. Sebastian's School
Charles River Development April 2012 - Present
Brown Brothers Harriman 2010 - April 2012
State Street 2008 - 2010
State Street 2007 - 2008
State Street 2005 - 2007
Skills
Mutual Funds, Investments, Investment Compliance, Fixed Income, Trading Systems, Compliance, Derivatives, Business Analysis, CRM, New Business Development, Sales, Bloomberg, Equities, Compliance Monitoring, Financial Services, Project Management, Pre-sales, SaaS, Leadership, Securities, Hedge Funds, Securities Regulation, Public Speaking, Cloud Computing, SDLC, Private Cloud, Enterprise Software, Software Implementation, Service Development, Service Delivery, Service Delivery..., Requirements Analysis, Training
Education
University of Massachusetts Boston
BSBA, Finance (Cum Laude)
St. Sebastian's School
Wang Lai's State Street Experience June 2008 - June 2009
Job Assistant Manager at Teriyaki Yummy
Industry Accounting
Experience
Teriyaki Yummy January 2010 - Present
State Street June 2008 - June 2009
Bank of America January 2005 - June 2008
UMass Boston April 2006 - January 2008
Education
University of Massachusetts Boston 2003 — 2007
Bachelor's degree, Management: Finance
Teriyaki Yummy January 2010 - Present
State Street June 2008 - June 2009
Bank of America January 2005 - June 2008
UMass Boston April 2006 - January 2008
Education
University of Massachusetts Boston 2003 — 2007
Bachelor's degree, Management: Finance
Sandra Viteri's State Street Experience 2008 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street 2008 - Present
Putnam Investments 2000 - 2007
Education
University of Massachusetts Boston
State Street 2008 - Present
Putnam Investments 2000 - 2007
Education
University of Massachusetts Boston
Peggy Delfino's State Street Experience April 2012 - Present
Job Vice President at State Street
Industry
Experience
State Street April 2012 - Present
Skills
Customer Service, Microsoft Excel, Test Management, User Acceptance Testing, Microsoft Word, PowerPoint, SDLC, Test Planning, Software Quality..., Quality Center, System Testing, Microsoft Office, Business Analysis, Global Custody, Corporate Actions, Quality Assurance, SQL, Process Improvement, Analysis, Financial Services, Banking, Business Requirements, Visio, Fund Accounting, MS Project, Waterfall, Middle Office, Requirements Gathering
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
State Street April 2012 - Present
Skills
Customer Service, Microsoft Excel, Test Management, User Acceptance Testing, Microsoft Word, PowerPoint, SDLC, Test Planning, Software Quality..., Quality Center, System Testing, Microsoft Office, Business Analysis, Global Custody, Corporate Actions, Quality Assurance, SQL, Process Improvement, Analysis, Financial Services, Banking, Business Requirements, Visio, Fund Accounting, MS Project, Waterfall, Middle Office, Requirements Gathering
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
Alla Nasman's State Street Experience July 1994 - May 2012
Job Assistant Controller at DFI Inc
Industry Financial Services
Experience
State Street July 1994 - May 2012
Education
UMass Dartmouth
Bachelor of Science (BS), Finance, General
State Street July 1994 - May 2012
Education
UMass Dartmouth
Bachelor of Science (BS), Finance, General
Robert LaRosee's State Street Experience May 2013 - Present
Job Fund Accountant at State Street
Industry Accounting
Experience
State Street May 2013 - Present
Ron's Gourmet Ice Cream March 2006 - June 2013
State Street August 2012 - May 2013
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Science, Management; Accounting
State Street May 2013 - Present
Ron's Gourmet Ice Cream March 2006 - June 2013
State Street August 2012 - May 2013
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Science, Management; Accounting
Rebecca Kebede's State Street Experience July 2007 - Present
Job Sr. Assoicate Accounting Services at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Education
UMass Boston
Accounting
State Street July 2007 - Present
Education
UMass Boston
Accounting
Alyson Storey's State Street Experience February 2014 - Present
Job Agent Banking Operations Associate at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
Bank of America September 2012 - January 2014
BANANA REPUBLIC October 2009 - August 2013
Skills
Spanish, Access, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Time Management, Microsoft Office, Customer Service, Teamwork, Data Entry, Healthcare, Merchandising
Education
UNIVERSITY OF MASSACHUSETTES DARTMOUTH 2010 — 2014
Bachelor of Science, Finance
University of Massachusetts Dartmouth 2010 — 2014
Bacholars of Business, Finance
State Street February 2014 - Present
Bank of America September 2012 - January 2014
BANANA REPUBLIC October 2009 - August 2013
Skills
Spanish, Access, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Time Management, Microsoft Office, Customer Service, Teamwork, Data Entry, Healthcare, Merchandising
Education
UNIVERSITY OF MASSACHUSETTES DARTMOUTH 2010 — 2014
Bachelor of Science, Finance
University of Massachusetts Dartmouth 2010 — 2014
Bacholars of Business, Finance
Raymond Luong's State Street Experience March 2014 - May 2015
Job Financial Reporting Associate II at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions June 2015 - Present
State Street March 2014 - May 2015
Santander Bank, N.A. September 2013 - December 2013
Lux Dental Care March 2013 - July 2013
World Financial Group (WFG) February 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Time Management, Language: Chinese, Microsoft PowerPoint, Data Entry, Marketing, Teamwork, PowerPoint, Access
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science in Management, Corporate Finance
State Street Alternative Investment Solutions June 2015 - Present
State Street March 2014 - May 2015
Santander Bank, N.A. September 2013 - December 2013
Lux Dental Care March 2013 - July 2013
World Financial Group (WFG) February 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Time Management, Language: Chinese, Microsoft PowerPoint, Data Entry, Marketing, Teamwork, PowerPoint, Access
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science in Management, Corporate Finance
Rozarta Donovan's State Street Experience 2003 - 2008
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2013 - Present
Wellington Management 2008 - 2013
State Street 2003 - 2008
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Investment Management, Asset Allocation, Derivatives, Investments, Valuation
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (BA), Economics and Political Science, 3.5
Wellington Management 2013 - Present
Wellington Management 2008 - 2013
State Street 2003 - 2008
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Investment Management, Asset Allocation, Derivatives, Investments, Valuation
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (BA), Economics and Political Science, 3.5
Ronnie Kwan's State Street Experience 2013 - Present
Job Accounting Specialist
Industry Accounting
Experience
State Street 2013 - Present
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
State Street 2013 - Present
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
Andy Tarpey's State Street Experience October 2007 - June 2010
Job KYC Onboarding Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2014 - March 2015
JPMorgan Chase & Co. August 2013 - February 2014
HSBC November 2010 - June 2012
State Street October 2007 - June 2010
Sovereign Bank February 2006 - April 2007
Fidelity Investments March 2003 - February 2006
Skills
Financial Risk, AML, OFAC, USA PATRIOT Act, Banking, Bank Secrecy Act, Risk Management, Report Writing, Financial Services, Investigations, Internal Audit, Credit, Anti Money Laundering
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Sociology with a focus on Criminal Justice
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. April 2014 - March 2015
JPMorgan Chase & Co. August 2013 - February 2014
HSBC November 2010 - June 2012
State Street October 2007 - June 2010
Sovereign Bank February 2006 - April 2007
Fidelity Investments March 2003 - February 2006
Skills
Financial Risk, AML, OFAC, USA PATRIOT Act, Banking, Bank Secrecy Act, Risk Management, Report Writing, Financial Services, Investigations, Internal Audit, Credit, Anti Money Laundering
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Sociology with a focus on Criminal Justice
Shuxin(Michelle) Wu's State Street Experience December 2012 - November 2013
Job Custody Specialist at State Street
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
State Street December 2012 - November 2013
Skills
Mutual Funds, Financial Services, Fund Accounting
Education
University of Massachusetts Boston
Bachelor's degree, Accounting and Business/Management
BNY Mellon December 2013 - Present
State Street December 2012 - November 2013
Skills
Mutual Funds, Financial Services, Fund Accounting
Education
University of Massachusetts Boston
Bachelor's degree, Accounting and Business/Management
Paul Bedward's State Street Experience July 2014 - Present
Job Performance Analyst at State Street
Industry
Experience
State Street July 2014 - Present
Northeast Security Inc. January 2013 - June 2014
Northeast Security Inc. August 2012 - January 2013
Apollo International September 2009 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Massachusetts Boston 2007 — 2011
Bachelor's Degree, Economics
State Street July 2014 - Present
Northeast Security Inc. January 2013 - June 2014
Northeast Security Inc. August 2012 - January 2013
Apollo International September 2009 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Massachusetts Boston 2007 — 2011
Bachelor's Degree, Economics
Son Ca Nguyen's State Street Experience August 2008 - Present
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2008 - Present
State Street August 2008 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Finance, Auditing, Corporate Finance, Internal Controls
Education
University of Massachusetts Boston 2006 — 2008
Bachelor's degree, Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Finance, Accounting and Finance
State Street August 2008 - Present
State Street August 2008 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Finance, Auditing, Corporate Finance, Internal Controls
Education
University of Massachusetts Boston 2006 — 2008
Bachelor's degree, Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Finance, Accounting and Finance
Nina Vo's State Street Experience November 2011 - Present
Job Pricing Specialist at State Street Bank
Industry Investment Banking
Experience
state street November 2011 - Present
Skills
Bloomberg
Education
University of Massachusetts Boston 2006 — 2008
Bachelor's degree, Accounting and Finance
state street November 2011 - Present
Skills
Bloomberg
Education
University of Massachusetts Boston 2006 — 2008
Bachelor's degree, Accounting and Finance
Zi Chen's State Street Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
State Street June 2014 - Present
JPMorgan Chase March 2014 - March 2014
State Street November 2013 - February 2014
BNY Mellon March 2010 - May 2012
UMass Boston August 2007 - June 2008
UMass Boston May 2007 - August 2007
UMass Boston January 2007 - August 2007
Skills
Account Reconciliation, Financial Reporting, General Ledger, Financial Analysis, Fund Accounting, Mutual Funds, Accounting, Financial Accounting, Auditing, Financial Statements, Income, Derivatives, Monthly Close, Bloomberg, Bloomberg Terminal, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
State Street June 2014 - Present
JPMorgan Chase March 2014 - March 2014
State Street November 2013 - February 2014
BNY Mellon March 2010 - May 2012
UMass Boston August 2007 - June 2008
UMass Boston May 2007 - August 2007
UMass Boston January 2007 - August 2007
Skills
Account Reconciliation, Financial Reporting, General Ledger, Financial Analysis, Fund Accounting, Mutual Funds, Accounting, Financial Accounting, Auditing, Financial Statements, Income, Derivatives, Monthly Close, Bloomberg, Bloomberg Terminal, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
Robert Benham's State Street Experience January 2014 - October 2014
Job Senior Financial Reporting Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
State Street January 2014 - October 2014
State Street May 2010 - January 2014
State Street August 2007 - May 2010
Skills
Securities, Mutual Funds, Finance, Bloomberg, Accounting, Analysis, Portfolio Management, Fund Administration, Corporate Actions, Financial Analysis, Equities, Financial Reporting, Financial Services, Fixed Income
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science in Management, Accounting
JPMorgan Chase & Co. October 2014 - Present
State Street January 2014 - October 2014
State Street May 2010 - January 2014
State Street August 2007 - May 2010
Skills
Securities, Mutual Funds, Finance, Bloomberg, Accounting, Analysis, Portfolio Management, Fund Administration, Corporate Actions, Financial Analysis, Equities, Financial Reporting, Financial Services, Fixed Income
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science in Management, Accounting
Tina Higgins's State Street Experience 2012 - Present
Job Vice President Regulatory Reporting and Compliance at State Street
Industry Financial Services
Experience
State Street 2012 - Present
State Street 2010 - 2012
State Street 2007 - 2010
Education
University of Massachusetts Boston 2004 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 1998 — 2002
Bachelor's Degree, Accounting
State Street 2012 - Present
State Street 2010 - 2012
State Street 2007 - 2010
Education
University of Massachusetts Boston 2004 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 1998 — 2002
Bachelor's Degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.