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.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street January 2015 - Present
State Street June 2013 - Present
Slade Mortgage Group January 2012 - November 2012
MHQ June 2006 - November 2010
Skills
Loans, Mortgage Lending, Process Improvement, Customer Service, Microsoft Office, Inventory Management, Finance, Credit, Banking, Risk Management, Mutual Funds
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science (BS), Finance, General
John Cabot University- Rome 2010 — 2010
State Street February 2014 - Present
State Street January 2013 - February 2014
State Street May 2009 - January 2013
State Street May 2005 - May 2009
Education
University of Massachusetts Dartmouth 2000 — 2005
Bachelor of Arts (BA), Economics
Braintree High School 1996 — 2000
State Street April 2013 - Present
Presidio February 2013 - April 2013
MacKenzie Seamless Gutter 2007 - 2012
Pump It Up 2006 - 2008
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor, Finance
St Mary's Jr/Sr High School 2002 — 2008
High School Diploma
SS&C Technologies January 2015 - Present
State Street 2013 - January 2015
State Street August 2012 - 2013
Foxwoods Resort Casino July 2011 - July 2012
Skills
Fund Accounting, Financial Reporting, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Teamwork, Public Speaking, Finance
Education
University of Massachusetts Dartmouth 2006 — 2011
Bachelor of Science, Accounting, Minor Finance
Broadridge, Revenue and Expense Management Solutions February 2013 - Present
State Street 2008 - February 2013
Skills
Business Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Mutual Funds, Management, Asset Management, Financial Services, Process Improvement, Analysis
Education
University of Massachusetts Dartmouth 2002 — 2007
Bachelor of Science (BS), Finance, General
State Street Global Advisors November 2013 - Present
State Street January 2009 - November 2013
Skills
ETFs, Fixed Income, Mutual Funds, Bloomberg, Securities, Portfolio Management, Derivatives, Financial Analysis, Equities, Investments
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Accounting
Guard Up! Inc. February 2014 - Present
DealerRater November 2012 - June 2013
State Street August 2011 - September 2012
JPSA Laser October 2007 - February 2011
PennWell 2007 - 2007
Skills
FrameMaker, Technical Communication, Technical Documentation, Manuals, Technical Writing, RFP Response Proposals, Software Documentation, SnagIt, Proposal Writing, Proofreading, Editing, Content Development
Education
University of Massachusetts Dartmouth 2003 — 2007
BA, English Literature and Criticism
Wellington Management Company LLP November 2006 - Present
BISYS Fund Services (Citi Alternatives) January 2006 - October 2006
State Street January 2005 - December 2005
State Street January 2004 - December 2004
Skills
Microsoft Office, Adobe Acrobat, Mutual Funds, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Financial Reporting, Accounting, Outlook, Access, Equities, Bloomberg Terminal, Morningstar Direct, Mercer Insight MPA, Qvidian, RFI's, RFP's, Databases, Project Coordination
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Business/Marketing
Morse Constructions, Inc. September 2014 - Present
Brown Brothers Harriman May 2014 - September 2014
State Street October 2012 - May 2014
Page Personnel - US March 2012 - October 2012
State Street August 2011 - February 2012
State Street August 2010 - August 2011
State Street June 2008 - August 2010
Skills
Banking, Asset Managment, Recruiting, Temporary Staffing, New Business Development, Sales, Leadership, Temporary Placement, Financial Services, Fund Accounting, Mutual Funds, Accounting, Equities, Corporate Actions, Account Reconciliation
Education
UMass Dartmouth 2004 — 2008
Bachelor of Science (BS), Production and Operations Management
Milton high school 1998 — 2002
State Street April 2015 - Present
State Street September 2013 - April 2015
State Street Bank October 2012 - September 2013
Stop & Shop November 2005 - August 2013
Holmes Investment Management, Inc. January 2012 - June 2012
Skills
Portfolio Management, Statistics, Fund Accounting, Accounting, Investments, Microsoft Excel, Financial Analysis, Financial Accounting, Management, Finance, Valuation
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science, Finance
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (B.S.) , Finance, General
Staples February 2008 - Present
State Street November 2007 - February 2008
Hertz April 2004 - March 2007
Skills
Inventory Management, Retail, Customer Service, Microsoft Office, Forecasting, Process Improvement, Operations Management, Merchandising, Microsoft Excel, Sales, CPFR, JDA, Inventory Control, Loss Prevention, Planograms, Store Management
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Science (B.S.), Marketing, Cum Laude
Abington High School 1994 — 1998
High School Diploma
State Street October 2014 - Present
State Street 2006 - 2014
State Street 1997 - 2003
State Street 1995 - 1997
State Street 1993 - 1995
Skills
Finance, Financial Analysis, Financial Modeling, Analysis, Financial Services, Financial Reporting, Fund Accounting, Internal Audit, Account Reconciliation, Variance Analysis, Fund Transfer, SharePoint, Microsoft Excel
Education
University of Massachusetts Dartmouth
Bachelor's Degree, Business Administration and Management
State Street February 2011 - March 2015
EOS CCA December 2010 - February 2011
Quinlan & Company - Contractors September 2003 - July 2010
AutoZone February 2005 - August 2008
Skills
Technical Analysis, Wall Street Office, Trading, Loan Servicing, Hardwood Flooring, Tiling, Custom Remodeling, Wall Street, Fixed Income, Financial Analysis, Microsoft Excel, Financial Reporting, Mutual Funds, Customer Service
Education
UMass Dartmouth 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
State Street 2008 - Present
Mogan Cultural Center - Lowell National Historical Park 2007 - 2008
Smithsonian Institution 2007 - 2007
Skills
PMO, Process Improvement, Program Management, Customer Service, Financial Services
Education
Lowell Catholic High School
University of Massachusetts Dartmouth
Brown Brothers Harriman January 2014 - Present
State Street August 2013 - January 2014
Computershare 2012 - 2012
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, Time Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
C.B. Scoops March 2010 - Present
State Street April 2012 - May 2015
Medford Boat Club May 2003 - August 2010
Skills
Customer Service, Financial Analysis, Social Media, Microsoft Excel, Access, PowerPoint, Microsoft Office, Time Management, Accounting, Mutual Funds, Account Reconciliation, Finance, Fund Accounting, Budget, Market Research
Education
University of Massachusetts Dartmouth 2007 — 2012
2012, Finance
State Street January 2015 - Present
State Street Alternative Investment Solutions June 2014 - December 2014
State Street October 2013 - September 2014
ICON Investments January 2013 - August 2013
NorthPoint Marine May 2011 - August 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Derivatives, Finance, Portfolio Management, Securities, PowerPoint, Microsoft Office, Data Analysis, Accounting, Microsoft Excel, Financial Analysis, Leadership, Mutual Funds, Account Reconciliation, Fund Accounting, Fixed Income
Education
University of Massachusetts Dartmouth 2009 — 2012
Bachelor of Science (B.S.), Finance, Investment
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance, General
State Street September 2011 - Present
State Street November 2010 - September 2011
University of Massachusetts Dartmouth February 2008 - May 2009
Skills
Fund Accounting, Marketing Research, Marketing, Microsoft Excel, Microsoft Office, Sales, Business Analysis, New Business Development, Management, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Banking, Financial Services, Investments, Research, Data Analysis, Securities
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Marketing
University of Massachusetts Dartmouth
Master of Business Administration (MBA)
State Street Client Services SpecialistEastern BankMarch 2009 - November 2010
Skills
Financial Analysis, Microsoft Excel, Investments, Business Analysis, Risk Management, Accounting, Finance, Customer Service, Banking, Analysis
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Finance and Economics
Mercer June 2013 - Present
CVS Caremark July 2012 - June 2013
State Street May 2010 - September 2012
Sunlife Financial July 2009 - May 2010
Sunno and Okolo accounting services June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Access, SQL, QuickBooks, Benefits Administration, Accounting, Error Analysis, Project Management, Research, Requirements Gathering, Investments, Strategic Consulting, Customer Service, Microsoft Office, Event Planning, Public Speaking, Management, PowerPoint, Analysis
Education
UMass Dartmouth 2003 — 2007
Bachelor of Science (BS), Economics
Eagle Investment Systems November 2014 - Present
Brown Brothers Harriman May 2006 - October 2014
State Street September 2003 - April 2006
Allied Domecq July 2001 - June 2003
Massachusetts Financial Services June 1999 - June 2001
Education
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration - Finance
State Street August 2014 - Present
State Street January 2012 - August 2014
State Street Corporation October 2009 - December 2011
Massachusetts Department of Health and Human Services February 2009 - February 2010
Boston Financial Data Services August 2007 - May 2008
State Street Corp June 2003 - July 2007
State Street Corp June 2000 - May 2003
Skills
PMP, Business Analysis, Project Management, Enterprise Risk..., Regulatory Requirements, Basel II, Basel III, Dodd-Frank, LCR
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Science, Marketing
Granite Telecommunications June 2010 - Present
Granite Telecommunications June 2010 - February 2013
Granite Telecommunications August 2011 - January 2013
State Street January 2009 - February 2010
A/Z Corporation February 2008 - February 2010
MIT Lincoln Laboratory January 2006 - February 2008
Mass Electric Construction Co. July 2003 - March 2006
Skills
RCDD, NTS, Structured Cabling..., Novar Certified, Systimax Designer, OSHA30, LEEDS AP, Access Control, PMP, Risk Management, Network Engineering, Co-location, Hardware, Network Security, New Business Development, Facilities Management, T1, Technical Support, Operations Management, Security Clearance, VoIP, Wireless, Data Center, Telephony, Fiber Optics, Network Design, IP, Networking, CCTV, Integration, Switches, Surveillance, Unified Communications, Contract Negotiation, Team Building, Engineering, Telecommunications, Software Installation
Education
University of Massachusetts Dartmouth 1981 — 1985
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Attleboro High School 1977 — 1981
HS Diploma, Business/Commerce, General
State Street Bank November 2013 - Present
State Street October 2010 - November 2013
State Street October 2003 - October 2010
Investors Bank & Trust November 2000 - October 2003
Liberty Mutual Insurance May 1998 - November 2000
Skills
COSO, Internal Audit, Internal Controls, Auditing, Business Process..., Change Management, Sarbanes-Oxley Act, Accounting, AML, Operational Risk, Enterprise Risk..., Financial Services, Financial Risk, Risk Management, Financial Analysis
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Accounting
State Street February 2015 - Present
State Street September 2013 - February 2015
State Street August 2012 - September 2013
Hadley Insurit Group September 2011 - December 2011
Parsons Commercial Group April 2008 - September 2008
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science, Marketing
Eagle Investment Systems January 2005 - Present
Eagle Investment Systems January 2004 - January 2005
State Street January 1999 - January 2004
Skills
Fixed Income, Middle Office, Equities, Fund Accounting, Derivatives, Corporate Actions, Asset Managment, Securities, Mutual Funds, Financial Services, Investment Management, Market Data, Reference Data, Performance Measurement, Bonds, Data Warehousing, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Budgets, Software Implementation, Data Management, Project Management, Management, Investments, Software Project..., Process Improvement, User Acceptance Testing, Integration, Business Process, Business Process..., Data Warehouse..., Change Management, Eagle PACE, Analysis, Trading Systems
Education
University of Massachusetts Dartmouth
B.S, Finance
State Street June 2015 - Present
Webster Bank March 2014 - June 2015
Lighthouse Animal Shelter February 2014 - March 2015
Webster Bank January 2013 - March 2014
Dunkin Donuts August 2011 - December 2012
Dunkin Donuts April 2010 - August 2011
Skills
Retail Banking, Sales, Money Management, Customer Service, Organization, Public Speaking, Microsoft Excel, Microsoft Access, Finance, Training, Human Resources, Credit, Banking, Microsoft Office, Loans, Cross Selling, Leadership, Microsoft Word, PowerPoint, Financial Services, Consumer Lending
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor of Science, Finance
Boston Bartender School 2014 — 2014
Licensed Bartender, TIP Certified
Walsh Mechanical Contractors September 2015 - Present
State Street October 2014 - August 2015
Sam Diegos January 2013 - June 2014
A.C.T. Accounting Consulting Tax Financial Services Inc. January 2014 - April 2014
VicTax January 2013 - April 2013
Department of the Interior August 2012 - December 2012
Chili's November 2010 - August 2012
Sterling Jewelers June 2008 - November 2010
Skills
PowerPoint, Time Management, Public Speaking, Microsoft Excel, Customer Service, Leadership, Teamwork, Facebook, Microsoft Word, Access, Social Networking, Data Entry, Microsoft Office, Management, Budgets, Critical Thinking, Private Equity
Education
University of Massachusetts Dartmouth 2008 — 2014
Bachelor's Degree, Accounting, 3.3/3.9
The Washington Center 2012 — 2012
Business and World Trade Program, Accounting and Finance, Internship Program
State Street October 2014 - June 2015
State Street May 2012 - September 2014
State Street August 2010 - April 2012
Skills
Bloomberg, Fund Accounting, ETFs, Equities, Fixed Income, Microsoft Excel, Financial Services, Securities
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor's degree, Accounting
State Street Bank May 2014 - Present
State Street December 2008 - Present
State Street March 2007 - December 2008
State Street November 2005 - March 2007
Skills
Global Custody, Mutual Funds, Accounting, Fund Administration, Securities, Bloomberg, Corporate Actions, Fixed Income, Financial Services, Equities, GAAP Accounting, Financial Reporting, Reconciliations, Talent Management, Auditing
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor's degree, Management Information Systems, General
State Street
Skills
Project Management, Manage Client..., Financial Accounting, Global Custody, Staff Management, P&L Responsibility, Contract Negotiation, Cross Selling, Risk Management, CRM
Education
University of Massachusetts Dartmouth 1991 — 1995
Bachelor's degree, Accounting
Duxbury High 1987 — 1991
tonneson + co January 2015 - June 2015
State Street April 2013 - January 2015
Brown Brothers Harriman July 2012 - April 2013
BayCoast Bank September 2008 - July 2012
CVS Caremark Corporation September 2006 - July 2012
Heritage Family Amusements January 2006 - January 2008
Skills
Microsoft Word, Mathematics, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Time Management, Financial Statements, Management, Customer Service, Analytics, Statistics, Assertiveness, Social Perceptiveness, Friendly Personality, Organization, Investment Banking, Fund Accounting, Fund Administration, ProSystem fx Tax, Tax Accounting
Education
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's Degree, Mathematics, 3.0
Sandwich High School 2003 — 2007
Diploma
State Street September 2014 - Present
City of Newton June 2010 - September 2014
UMass Dartmouth September 2011 - May 2014
Educational Committee for Civic Support September 2012 - May 2013
Skills
Accounting, Tax Returns, Tax Preparation, Tax Law, Tax Accounting, Microsoft Excel, Outlook, Microsoft Word, WordPress, PowerPoint, Management, Recycling, Teamwork
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor's Degree, Accounting
North Quincy High
Pease and Curren August 2004 - Present
Precise Software 2001 - 2003
Oracle 1999 - 2001
State Street July 1992 - October 1996
Skills
Sales Management, Sales, New Business Development, Negotiation, Account Management, Team Building, Strategic Planning, Product Development, Marketing, Management, Customer Service, Marketing Strategy, Budgets, Forecasting, Gold, Coaching, SaaS, Business Development, Direct Sales, Business Strategy, Team Leadership, Process Improvement, Social Media, Microsoft Excel, Selling, Project Management, Telecommunications, Public Speaking, Sales Operations, B2B, Key Account Management, Jewelry, Small Business, Strategy, Retail, Start-ups, Contract Negotiation, Business Planning, Leadership, Inventory Management, Pricing, Competitive Analysis, Cold Calling
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Finance
BNY Mellon 2008 - Present
State Street 2007 - 2008
Skills
Fund Accounting, Equities, Fixed Income, Bloomberg, Mutual Funds, Financial Analysis
Education
King Philip
University of Massachusetts Dartmouth
Enel Green Power North America 2012 - Present
Operation Help Now 2009 - 2013
g&l construction 2011 - 2012
university of massachusetts dartmouth 2009 - May 2011
State Street 2011 - 2011
Community Economic Development Center 2010 - 2011
Skills
Stock Market, Budgets, Business Analysis, French, SAP, Microsoft Excel, Forecasting, QuickBooks, Oracle, Mergers & Acquisitions
Education
University of Massachusetts Dartmouth 2006 — 2011
Bachelor of Science (B.S.), Finance, General
University of Massachusetts Dartmouth 2006 — 2011
Bachelor of Science (B.S.), Accounting
University of Massachusetts Dartmouth 2006 — 2011
Associate's degree, International Business
University of Massachusetts Dartmouth 2006 — 2011
Associate's degree, French Studies
Université Panthéon Sorbonne (Paris I) 2008 — 2008
certificate, French culture and society
State Street March 2015 - Present
Liberty Mutual Insurance May 2014 - August 2014
University of Massachusetts Dartmouth Tutor Center September 2013 - May 2014
The Provident Bank May 2013 - August 2013
Education
University of Massachusetts Dartmouth 2012 — 2014
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2010 — 2011
Civil Engineering
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance February 2012 - October 2014
State Street July 2011 - February 2012
JED COHEN & COMPANY, P.C. January 2011 - April 2011
Education
Suffolk University 2014 — 2016
MSA, Accounting
University of Massachusetts Dartmouth 2007 — 2011
BS, Accounting
Hanover High School 2003 — 2007
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
Harvard Pilgrim Health Care October 2013 - Present
State Street September 1998 - August 2005
Paul Arpin Van Lines February 1998 - September 1998
Compass Bank September 1995 - February 1998
Skills
Employment Law, Human Resources, Employee Relations, New Hire Orientations
Education
University of Massachusetts Dartmouth 1991 — 1995
B.S., Human Resources
First American Mortgage Trust August 2012 - Present
State Street March 2010 - August 2012
Northwestern Mutual Financial Network October 2008 - November 2009
Wachovia June 2005 - October 2008
Amica Mutual Insurance September 2000 - January 2005
Skills
Financial Reporting, Funding, Insurance, Small Business, Customer Service, Finance, Investments, Loans, Leadership, Sales, Mutual Funds, Analysis, Mortgage Lending, Underwriting, Marketing, Securities, Portfolio Management, Training, Banking, Credit
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science, Marketing
State Street September 2014 - Present
State Street February 2012 - September 2014
Steward Health Care 2008 - 2012
CVS Caremark Corporation 2005 - 2006
Skills
Reporting & Analysis, Microsoft Office, Community Outreach, Communication, Volunteering, Interviews, Payroll, Outlook, Data Entry, Policy, Team Building, Internal Communications, Employee Benefits, Time Management, Applicant Tracking..., Employment Law, Succession Planning, Onboarding, Performance Management, Employee Relations, Staff Development, System Administration, Talent Management, Coordination, Research, Benefits Administration, Organizational..., PeopleSoft, Labor Relations, Team Leadership, Talent Acquisition, Social Networking, New Hire Orientations, Employee Engagement, Organizational..., Management, Leadership, Teamwork, Workforce Planning, Training, Report Writing, Leadership Development, Recruiting, HR Policies, Customer Service, Employee Training, Analysis, Human Resources, Information Systems
Education
UMass Dartmouth
Bachelor of Arts (B.A.), English/Communications
Santander Bank, N.A. March 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2011 - Present
State Street August 2010 - September 2011
Ruby Tuesday July 2005 - August 2010
University of Massachusetts October 2006 - May 2007
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Finance
Transamerica July 2014 - Present
State Street July 1999 - July 2014
Skills
Mutual Funds, Compliance, Financial Reporting, Expense Budgeting, SEC reporting, Securities, Sarbanes-Oxley Act, Fund Administration, Relationship Management, Equities, Bloomberg, Budgets, Financial Services, Fixed Income, Fund Accounting, Investments, SEC filings, Hedge Funds, Financial Analysis, Asset Management, Risk Management
Education
University of Massachusetts Dartmouth 1995 — 1999
B.S. Business Management, Business Administration and Management, General
Accela, Inc. June 2014 - Present
Envista July 2012 - June 2014
State Street March 2010 - June 2012
State Street July 2007 - March 2010
Investors Bank & Trust March 2006 - July 2007
Investors Bank & Trust October 2004 - March 2006
Skills
Software Quality..., Quality Assurance, Best Practices, Requirements Analysis, SQL, Functional Testing, Regression Testing, User Acceptance Testing, End-to-end Testing, ISTQB Certified, Mercury/HP Quality..., Project Planning, Process Improvement, Software Documentation, Defect Tracking, Integration
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Science, Marketing
Acadian Asset Management January 2005 - September 2010
Wellington Management June 2001 - January 2005
State Street 1997 - 2001
State Street Bank 1997 - 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, English
State Street Bank July 2012 - Present
Brown Brothers Harriman March 2007 - June 2012
State Street 2002 - 2007
Skills
ETFs, Mutual Funds, Client Service Oriented, Fixed Income, Derivatives, Investments, Fund Accounting, Management, Hedge Funds, Alternative Investments, Financial Services, Equities, Corporate Actions, Securities, Bloomberg, Global Custody, Bloomberg Terminal, Fund Of Funds, Financial Analysis, Accounting, Bonds, Swaps
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
State Street January 1990 - Present
State Street Bank & Trust Company 1990 - Present
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Corporate Actions, Hedge Funds, Alternative Investments, Derivatives, Financial Services, Global Custody, Fund Accounting
Education
University of Massachusetts Dartmouth 1986 — 1990
State Street March 1997 - Present
Education
University of Massachusetts Dartmouth 1992 — 1996
State Street September 2005 - August 2014
State Street June 2004 - September 2005
State Street March 2001 - June 2004
State Street June 1999 - March 2001
Skills
Bloomberg, Fund Accounting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Corporate Finance, Accounting, Microsoft Excel, Analysis, Finance, Risk Management
Education
University of Massachusetts Dartmouth 1995 — 1999
State Street May 2012 - Present
State Street May 1999 - May 2012
Skills
SAS70, IT Audit, CISA, Risk Management, Sarbanes-Oxley Act, Security, Governance, Enterprise Risk..., Business Continuity, Information Security..., Financial Risk, Internal Audit, Information Security
Education
University of Massachusetts Dartmouth 1980 — 1983
Mathematics
Copyright Clearance Center May 2013 - Present
State Street October 2009 - May 2013
Datapaq, Inc. March 2005 - July 2009
Bank of America May 2003 - March 2005
Malden Mills Industries - Polartec July 2000 - May 2003
Skills
Product Development, Digital Marketing, Marketing, Customer Service, Marketing Strategy, Strategy, Product Marketing, Email Marketing, Marketing Communications, Account Management, CRM, Direct Marketing, Social Media Marketing, Online Marketing, Product Management, New Business Development, Strategic Planning, Business Development, Business Strategy, Project Management, Management, Cross-functional Team...
Education
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science (BS), Marketing
State Street March 2011 - Present
State Street May 2008 - March 2011
MFS INVESTMENT MANAGEMENT CO. April 2000 - May 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Derivatives, Due Diligence, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Investments, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Trading
Education
University of Massachusetts Dartmouth
BA, Humanities and Social Sciences
State Street November 2014 - Present
Spencer Bank July 2013 - July 2014
Bank of America August 2011 - July 2013
Six Flags February 2007 - September 2010
Bank of America August 2005 - February 2007
Putnam Investments January 1995 - August 2005
Eastern Airlines August 1980 - August 1985
Skills
Coaching
Education
University of Massachusetts Dartmouth 1978 — 1980
State Street 1997 - 2011
Education
University of Massachusetts Dartmouth
eSecLending March 2010 - Present
State Street July 1993 - February 2009
Education
University of Massachusetts Dartmouth 1989 — 1993
BS, Finance
State Street May 2005 - Present
Skills
Finance, Trading, Bloomberg, Capital Markets, Fixed Income, Equities, Securities, Securities Lending, Bonds, Hedge Funds, Series 7, Derivatives
Education
University of Massachusetts Dartmouth
BS, Finance
State Street March 2007 - Present
MFS INVESTMENT MANAGEMENT, Boston, MA 2002 - June 2006
MFS INVESTMENT MANAGEMENT, Boston, MA 1999 - 2002
Boston Financial Data Services 1992 - 1993
Boston Financial Data Services 1989 - 1992
Skills
Business Process, Cross-functional Team..., Project Management, Integration, Mutual Funds, Process Improvement, Leadership, Management, PMO, Training, Program Management, Business Requirements, Financial Services, Vendor Management, Testing, Analysis, Product Development, Requirements Analysis
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Science, Business Management
State Street April 2008 - Present
State Street Corporation April 2008 - Present
UMass Dartmouth August 2006 - September 2007
Wyman Gordon June 2003 - August 2004
Skills
Microsoft Excel, Access, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2003 — 2007
b.s., Finance
State Street April 2006 - Present
State Street April 2002 - March 2006
State Street February 2000 - March 2002
State Street June 1997 - January 2000
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fund Accounting, Asset Management, Derivatives, Hedge Funds
Education
University of Massachusetts Dartmouth 1993 — 1997
Bachelor of Science (BS), Accounting
State Street Corporation October 2010 - Present
State Street June 2006 - October 2010
HarbourVest Partners June 2005 - June 2006
Skills
Alternative Investments, Performance Measurement, Portfolio Management, Financial Services, Fund Accounting, Microsoft Excel, Customer Service, Global Custody, Fund Administration, Mutual Funds, Securities, Hedge Funds, Bloomberg, Equities, Fixed Income, Investments, Financial Analysis
Education
University of Massachusetts Dartmouth 1990 — 1992
Bachelors, Finance
Sun Life Financial July 2007 - Present
State Street May 2006 - July 2007
State Street April 2000 - May 2006
State Street September 1993 - April 2000
Skills
Disaster Recovery, Business Continuity, Risk Management, Business Continuity..., Management, Incident Management, Program Management, Process Improvement, Analysis, Leadership, Information Technology, IT Management, IT Strategy, Vendor Management, SDLC, Access, Business Analysis, Governance
Education
University of Massachusetts Dartmouth 1987 — 1993
Bachelor, Mathematics
State Street April 2000 - Present
Education
University of Massachusetts Dartmouth 1993 — 1997
BS, Marketing / Marketing Research
State Street January 2015 - Present
State Street February 2013 - December 2014
RBS Business Services Pvt LtdR February 2011 - February 2013
JPMorgan Chase February 2008 - January 2009
State Street Bank September 2006 - February 2008
Skills
Access, Account Reconciliation, Accounting, Bloomberg, PowerPoint, Microsoft Word, Banking, Financial Statements, PeopleSoft, Accounts Payable, Financial Risk, Corporate Finance, Bank Reconciliation, Finance, Microsoft Excel, Financial Accounting, Financial Analysis, Cash Management, General Ledger, Investments, Teamwork, Mutual Funds, GAAP, Managerial Finance, Fixed Income, Equities, Financial Reporting, Outlook, Derivatives, Fund Accounting, Bloomberg Terminal, Securities, Financial Services, Microsoft Office, Auditing, Internal Controls, Time Management, Process Improvement, Customer Service
Education
University of Massachusetts Dartmouth 2009 — 2010
Post Graduate Certificate program, Accounting
University of Massachusetts Dartmouth 2003 — 2006
Bachelor of Science, Finance
State Street Bank & Trust Co. January 2001 - Present
State Street January 2001 - Present
Fleet National Bank September 1998 - December 2000
Skills
Financial Analysis, Banking, Risk Management, Finance, Portfolio Management, Investments, Financial Services, Business Analysis, Analysis, Asset Management
Education
Webster University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Dartmouth 1982 — 1984
Bachelor's degree, Accounting
Bristol Community College 1980 — 1982
AS Computer Programing, Programing
State Street March 2012 - Present
State Street May 2011 - March 2012
State Street August 2007 - May 2011
State Street March 2004 - August 2007
State Street February 2002 - March 2004
State Street February 2001 - February 2002
Skills
Facebook, Business Analysis, Financial Services, Microsoft Excel, Microsoft Office, Analysis, Securities, Bloomberg, Project Management, Microsoft Word, Public Speaking, Data Analysis, Fixed Income, Process Improvement, Risk Management, Derivatives
Education
University of Massachusetts Dartmouth 1993 — 1998
BS, Marine Biology
Cohasset Jr./Sr. High School 1983 — 1989
High School Diploma
RBC Investor Services April 2008 - Present
State Street Cayman & Alt. Investment Services April 2006 - April 2008
Consulting January 2004 - March 2006
State Street January 2003 - December 2003
State Street July 2000 - December 2002
Merrill Lynch August 1999 - June 2000
Skills
Fund Administration, Fund Accounting, Bloomberg, Banking, Mutual Funds, Securities, Global Custody, Back Office, Equities, Derivatives, Corporate Actions, Fixed Income, Portfolio Management, Investments, Management, Financial Services, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Hedge Funds, Accounting, Asset Management, Bonds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor of Science, Finance and Management
Retta Inc January 2000 - Present
State Street November 2007 - May 2009
Skills
Technical Support, Process Improvement, Analysis, Software Documentation, Troubleshooting, Help Desk Support, Product Management, Visio, Windows
Education
University of Massachusetts Dartmouth
Business Administration
State Street April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Fidelity Investments August 2012 - September 2013
State Street 2011 - August 2012
State Street August 2008 - April 2011
State Street September 2003 - August 2008
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, ETFs, Project Implementation, Global Custody, Collateral Management
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Operations Management
Westborough High School 1996 — 1999
State Street June 2012 - Present
Hasbro 2015 - 2015
Hasbro 2015 - 2015
State Street August 2007 - May 2012
Sears Holding Corporation September 2003 - May 2007
Putnam Investments October 2005 - August 2006
Skills
Fixed Income, Investments, Mutual Funds, Equities, Accounting, Fund Accounting, Financial Services, Bloomberg, Finance
Education
University of Massachusetts Dartmouth 2003 — 2007
Baceholor's, Finance
State Street March 2012 - October 2012
State Street July 2006 - March 2012
Education
University of Massachusetts Dartmouth 2002 — 2006
Business, Marketing
State Street Corporation November 2011 - March 2014
State Street 2010 - 2011
State Street 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank December 2005 - 2006
Tribune Media Services 2000 - 2004
Skills
Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Equities, Securities, Fund Accounting, Financial Services, Investments, Derivatives
Education
University of Massachusetts Dartmouth 2002 — 2005
BS, 3.6
Hochschule Fulda - University of Applied Sciences, Fulda, Germany 2004 — 2004
European Integration, German
Grand Circle Corporation May 2014 - Present
State Street August 2013 - Present
State Street January 2012 - August 2013
Ameriprise Financial Services, Inc. May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MCH, Social Media, Fixed Income, 10 Key, Analysis, G/L Reconciliations, Cash Reporting, Employee Training, Problem Solving, Bloomberg, Account Reconciliation
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's degree, Finance, General
Children's Services of Roxbury, Inc. September 2015 - Present
Children's Services of Roxbury, Inc. February 2014 - September 2015
State Street November 2011 - February 2014
Harmon Law Offices, P.C. October 2010 - November 2011
Blue Cross Blue Shield June 2002 - September 2006
Skills
Access, Health Insurance, Data Analysis, PowerPoint, Data Entry, Healthcare, Microsoft Word, Accounts Payable, Finance, Account Reconciliation
Education
University of Massachusetts Dartmouth 2005 — 2010
Bachelor of Science (B.S.), Accounting
State Street January 2011 - 2011
BVFR & Associates, LLC 2011 - 2011
Vinfen Corporation 2004 - December 2010
Eliot Community Human Services 2009 - 2010
Skills
Accounting, Financial Accounting, Financial Analysis, Business Analysis, Program Management, Internal Controls, Microsoft Office
Education
University of Massachusetts Dartmouth 2004 — 2009
Bachelors, Accounting
State Street July 2013 - Present
State Street Bank March 2012 - July 2013
State Street Bank October 2010 - March 2012
Bankers Life and Casualty April 2010 - July 2010
Skills
Finance, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Accounting, Financial Accounting
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor's, Finance, Accounting
State Street June 2006 - Present
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Mutual Funds, Global Custody, Securities, Fund Accounting, DTC, Bloomberg Terminal, Bonds, Euroclear, Settlement
Education
University of Massachusetts Dartmouth 2001 — 2005
State Street August 2014 - Present
Whitridge Associates September 2013 - August 2014
Starpoint Solutions May 2013 - September 2013
XpertTech Inc October 2012 - May 2013
Citizens Bank August 2007 - August 2012
Citizens Bank November 2006 - August 2007
State Street March 2005 - November 2006
Business Edge Solutions December 2004 - March 2005
Bank of America October 2003 - December 2004
Pioneer Investments May 2000 - October 2003
Skills
Fixed Income, Risk Management, Financial Risk, Credit Risk, Basel II, Derivatives, Equities, Financial Services, Financial Analysis, Credit Analysis, Operational Risk, Business Requirements, Process Improvement, Analysis, Project Management, Business Process, Business Analysis, Investments, Operational Risk..., Trading, Finance, Enterprise Risk..., Relationship Management, Mutual Funds, SDLC, Vendor Management, Trading Systems, Risk Analysis, Internal Controls, Financial Reporting, Requirements Gathering, Governance, Middle Office, Investment Management, PMO, Bonds, Securities, Accounting, Software Documentation, Management
Education
University of Massachusetts Dartmouth 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Fairhaven High School 1979 — 1982
Finance, General
RR Donnelley August 2006 - Present
StreetAccount LLC January 2004 - August 2006
State Street October 2002 - October 2004
Thomson Financial December 1996 - October 2002
Skills
Web Services, WCF, .NET, ASP.NET, C#, C/C++, SQL Server, Agile, XML, WCF Services, MYSQL, iOS Development, Swift Programming, Objective-C
Education
University of Massachusetts Dartmouth 1992 — 1996
Computer Engineering
State Street June 2011 - Present
Johnnie's Foodmaster May 2010 - August 2010
L.S. Enterprises May 2009 - August 2009
Granite Telecommunications May 2008 - August 2008
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Finance
State Street August 2015 - Present
State Street July 2014 - August 2015
State Street March 2013 - July 2014
State Street January 2011 - March 2013
Millennium Logistics October 2010 - January 2011
Skills
Finance, Accounting, Time Management, Management, Microsoft Excel, Customer Service, Investments, Financial Services, Mutual Funds, Research, Corporate Actions, Fixed Income, Bloomberg Terminal, ETFs, Client Co-ordination, PowerPoint
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor's, Finance
State Street February 2014 - Present
Luyo & Company June 2009 - December 2013
Aramark Uniform Services July 2013 - August 2013
Umass Dartmouth Sustainability Office September 2010 - May 2011
Skills
Spanish-speaking, Microsoft Office, Accounting, Financial Accounting, Computer Hardware, HTML 5, CSS, QuickBooks, Access
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Accounting
Home Depot senior portfolio analystState StreetOctober 2000 - Present
State Street October 2000 - Present
Skills
Financial Analysis, Investments, Risk Management, Equities, Finance, Banking, Financial Services, Fixed Income, Financial Modeling, Mutual Funds, Accounting, Bookkeeping, Customer Service
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor's degree, Accounting
State Street February 2006 - Present
First Marblehead Education Resources September 2003 - February 2006
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Business Information Systems (Computer Science Minor)
Merchant Warehouse June 2013 - Present
Liberty Mutual Insurance March 2010 - June 2012
VMTurbo June 2012 - 2012
State Street June 2008 - March 2010
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor's degree, Finance, General
Regis College December 2011 - Present
Regis College September 2010 - December 2011
State Street 1997 - 2003
Skills
Stewardship, Higher Education, Volunteer Management, Fundraising, Non-profits, Grant Writing, Philanthropy, Event Planning, Program Development
Education
University of Massachusetts Dartmouth 1991 — 1996
Bachelor of Arts (B.A.), English
State Street March 2012 - Present
Skills
Financial Reporting, Accounting, Global Custody, Management
Education
University of Massachusetts Dartmouth
State Street August 2014 - Present
State Street June 2012 - July 2014
State Street Bank May 2003 - 2012
State Street June 1992 - 2002
Skills
Securities Lending, Securities, Mutual Funds, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Corporate Actions, Financial Services, Prime Brokerage, Capital Markets, Collateral Management, Global Custody, Alternative Investments, Asset Management, Middle Office, Back Office, Settlement, Trading
Education
UMass Dartmouth 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting
State Street April 2015 - Present
Castaways September 2011 - August 2014
UMass Dartmouth September 2012 - January 2014
Skills
Research, Teaching, Statistics, Public Speaking, PowerPoint, Microsoft Office, Data Analysis, Community Outreach, Microsoft Word, Stata, Benefit Cost Analysis, Time Management, Microsoft Excel, Critical Thinking, Social Media
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor of Arts (B.A.), Economics
State Street October 1997 - Present
Corporate Software and Technology 1994 - 1997
Skills
Visio, VMware, Disaster Recovery, Windows Server, ITIL, Active Directory, Business Analysis, SDLC
Education
University of Massachusetts Dartmouth 1990 — 1994
Computer and Information Science
State Street December 2004 - Present
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Financial Services, Business Analysis, Risk Management, Business Process...
Education
University of Massachusetts Dartmouth 1990 — 1992
Bachelor's Degree, Accounting
University of Massachusetts Dartmouth 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
State Street October 2014 - Present
Education
University of Massachusetts Dartmouth
State Street July 2012 - Present
State Street August 2011 - July 2012
State Street January 2010 - August 2011
Education
University of Massachusetts Dartmouth 1993 — 1995
Bachelor’s Degree, Business Administration and Management, General