State Street

Industry: Financial services company

Description

State 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

Employee
Years
Job
Industry
Beth Warwick Beth Warwick Greater St. Louis Area Details
Beth Warwick's State Street Experience January 2010 - June 2011
Job Policy and Compliance
Industry Accounting
Experience
Boeing  April 2014 - Present
Boeing  May 2012 - April 2014
cHb advisors pc   June 2011 - May 2012
State Street   January 2010 - June 2011

Skills
Financial Accounting, Accounting, Quickbooks, Financial Reporting, Fund Accounting, Internal Audit, Financial Statements, QuickBooks, US GAAP

Education
University of Missouri-Columbia, College of Business   2005 — 2009
Masters, Accounting

Ethan Cloutier Ethan Cloutier Boston, Massachusetts Details
Ethan Cloutier's State Street Experience October 2014 - May 2015
Job Fixed Income Analyst at GMO
Industry Financial Services
Experience
Grantham, Mayo, Van Otterloo & Co. LLC   May 2015 - Present
State Street   October 2014 - May 2015
State Street   January 2014 - October 2014
ChenMed  September 2013 - December 2013
Providence Performing Arts Center  May 2013 - August 2013
Richter Library, University of Miami   January 2013 - May 2013
Richter Library, University of Miami   September 2010 - December 2012
Providence Performing Arts Center  May 2012 - August 2012
Providence County Civil Court   May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Strategic Planning, Outlook, Windows, Teaching, SharePoint, Operating Budgets, Accounting, Landscaping

Education
University of Miami   2009 — 2013
Bachelor of Science, Business Administration; Economics

Brian Niebaum Brian Niebaum Kansas City, Missouri Details
Brian Niebaum's State Street Experience October 2014 - May 2015
Job Information Technology Senior Analyst at Federal Reserve Bank of Kansas City
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City  May 2015 - Present
State Street   October 2014 - May 2015
State Street   March 2013 - October 2014
State Street   July 2008 - March 2013
State Street   July 2007 - July 2008
State Street   January 2007 - July 2007
State Street   November 2005 - January 2007

Skills
Valuation, Financial Services, Account Reconciliation, Mutual Funds, Budgets, Insurance, Fund Administration, Funding, Equities, Fixed Income, Bloomberg, Investments, Derivatives, Financial Analysis, Securities, Financial Modeling, Asset Management, Portfolio Management, Accounting, Finance, Management, Customer Service

Education
University of Missouri-Columbia   2000 — 2004
Bachelor of Science (BS), Business Administration (Finance & Real Estate)

Baha Rudin Baha Rudin New York, New York Details
Baha Rudin's State Street Experience September 2014 - Present
Job VP, North America Asset Owner and Hedge Fund Sales at State Street
Industry Financial Services
Experience
State Street   September 2014 - Present
State Street   July 2013 - August 2014
Quadriserv  September 2008 - April 2013
RiskMetrics Group  November 2005 - November 2007
Assent LLC, a SunGard Company   October 2003 - September 2005
Wordlco, LLC, New York   January 1999 - October 2003

Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Trading, Portfolio Management, Risk Management, Equity Trading, Quantitative Analytics, Trading Systems, Derivatives, Due Diligence, Prime Brokerage, Business Development, Series 7, Securities, Electronic Trading, Strategy, Software Solution Sales, Superior Client Service, Securities Lending, Economics, Fixed Income, Financial Services, Financial Markets, Bloomberg

Education
University of Minnesota-Twin Cities
B.S, Mathematics/Economics

University of Wisconsin-Madison
M.S., Economics

Michael (Yue) Zhuo 卓越 Michael (Yue) Zhuo 卓越 Greater Los Angeles Area Details
Michael (Yue) Zhuo 卓越's State Street Experience 2005 - 2009
Job Pathways Operations Manager at Amazon
Industry Internet
Experience
Amazon  May 2014 - Present
University of Michigan Ross School of Business  August 2012 - March 2014
A.T. Kearney   September 2013 - December 2013
Amazon  May 2013 - August 2013
Microsoft  March 2013 - May 2013
Trimble Navigation  2011 - August 2012
Liquidity Services, Inc  2009 - 2011
State Street   2005 - 2009
Zhejiang University  July 2003 - August 2006

Skills
Business Strategy, Strategic Planning, Data Analysis, Process Improvement, PMP, Mandarin, Financial Analysis, People Management, New Business Development, Management, Competitive Analysis, Product Management, Strategy, Mergers & Acquisitions, Market Research, Leadership, Analysis, Project Management, Valuation, Strategic Partnerships, Market Analysis, Forecasting

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Zhejiang University   2002 — 2005
Master of Engineering (M.Eng.)

Zhejiang University   1998 — 2002
Bachelor of Science (B.Sc.)

Dan Rogers Dan Rogers Kansas City, Missouri Area Details
Dan Rogers's State Street Experience April 2008 - May 2009
Job Helping great candidates find great opportunities.
Industry Information Technology and Services
Experience
Genesis10  November 2009 - Present
State Street   April 2008 - May 2009
Kelly HRfirst  April 2008 - May 2009
Strategic Staffing Solutions  January 2007 - April 2008
Pomeroy IT Solutions/Alternative Resources, Corp.   August 1998 - January 2007
Strategic Resources, Inc.   1993 - 1998
strategic resources  1992 - 1998

Skills
Resource Management, Business Analysis, Customer Service, Process Scheduler, Project Coordination, Vendor Management, Human Resources, Process Improvement, Sourcing, Applicant Tracking..., Recruiting, Leadership, Time Management, Employee Relations, Staff Augmentation, Hiring, Benefits Negotiation, Networking, Management, Internet Recruiting, Contract Recruitment, Project Management, Training, Technical Recruiting, CRM, Program Management, Team Building, SDLC, Staffing Services, Software Documentation, Talent Acquisition, Team Leadership, Interviews, Visio, SharePoint, Screening Resumes, Account Management, College Recruiting

Education
University of Missouri-Kansas City   1989 — 2002
MBA, Business Administration, Marketing

University of Missouri-Kansas City
Master's degree, Business Administration and Management, General

Thomas Ogoley Thomas Ogoley Springfield, Massachusetts Area Details
Thomas Ogoley's State Street Experience January 2014 - October 2014
Job Account Manager at Massmutual
Industry Financial Services
Experience
MassMutual Financial Group  October 2014 - Present
State Street   January 2014 - October 2014
State Street   November 2012 - January 2014
The Pearson Companies Inc.   June 2009 - November 2012

Education
University of Massachusetts, Amherst   2009 — 2013

Josh Dawalt Josh Dawalt Kansas City, Missouri Area Details
Josh Dawalt's State Street Experience August 2011 - March 2012
Job Engagement Leader at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  August 2015 - Present
Cerner Corporation  May 2014 - Present
Cerner Corporation  January 2014 - May 2014
Cerner Corporation  February 2012 - January 2014
State Street   August 2011 - March 2012

Skills
Corporate Finance, Financial Analysis, Deadline Management, Organization &..., Analysis, Process Improvement, Cerner, Management, Project Management, Financial Accounting, Personal Finance, Real Estate Finance, Trade Finance, Self Starter, Prioritization, Business Communications, Business Analysis, Vendor Management, Healthcare Information..., Business Process..., Software Documentation, Consulting, Healthcare Consulting, Strategic Consulting, Team Leadership, Leadership, Microsoft Office, Microsoft Excel, Finance, Budgets, Healthcare, Sales, PowerPoint, Customer Service

Education
University of Missouri-Columbia, College of Business   2007 — 2011
Bachelor of Science in Business Administration, Finance and Banking

Nathan Scheetz Nathan Scheetz Kansas City, Missouri Details
Nathan Scheetz's State Street Experience September 2012 - October 2012
Job Mortgage Operations
Industry Financial Services
Experience
Nizate LLC   May 2015 - Present
TruHome Solutions, LLC  May 2014 - May 2015
U.S. Bank   October 2012 - May 2014
State Street   September 2012 - October 2012
Mainstreet Bank  September 2011 - July 2012
Mainstreet Bank  September 2011 - July 2012
Missouri Comets  July 2010 - January 2012
Page and Company CPAs   August 2008 - February 2010
Realty Executives of Kansas City  June 2007 - February 2010

Education
University of Missouri-Kansas City   2014 — 2016
Master of Business Administration (MBA), Emphasis in Finance

University of Missouri-Columbia   2007 — 2011
Bachelor of Science, Business Administration, Focus in Finance and Banking

Monica Watrous Monica Watrous Kansas City, Missouri Area Details
Monica Watrous's State Street Experience June 2011 - December 2012
Job Internet Editor at Sosland Publishing
Industry Writing and Editing
Experience
Sosland Publishing  January 2013 - Present
State Street   June 2011 - December 2012
Indygo Junction   May 2011 - January 2012
The Kansas City Star  May 2007 - May 2011

Skills
Writing, Editing, Social Networking, Web Content, Web Design, Microsoft Office, Adobe Creative Suite, Feature Articles, Journalism, Marketing Communications, Corporate Communications, Lifestyle Writing, Proofreading, Blog Marketing, Event Planning, Enterprise 2.0, Blogging, Newspapers, Social Media, Editorial, Storytelling, Publishing, Magazines, Ap Style, Newspaper, Newsletters, Breaking News, Computer-assisted..., Headline Writing

Education
University of Missouri-Columbia   2003 — 2007
Bachelor's degree, Journalism, Cum Laude

Tony Huber Tony Huber Kansas City, Missouri Details
Tony Huber's State Street Experience December 2005 - March 2014
Job Director of Operational Risk Management at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc.  March 2014 - Present
State Street   December 2005 - March 2014
State Street Bank  January 2000 - December 2005
State Street   September 1997 - December 2000
State Street   1995 - 1997
Met Life  1994 - 1995

Skills
Internal Controls, Risk Management, Process Mapping, Process Efficiencies, Gap Analysis, Group Presentations, Risk Mitigation, Operational Risk, Excel, Visio, Risk Assessment, Process Improvement, Microsoft Excel, Financial Reporting, Financial Analysis, Mutual Funds, Finance, Business Process Mapping, Training, Fixed Income, Accounting, Equities, Internal Audit, Valuation, Presenting to Clients, Refereeing, Enterprise Risk..., Options, Securities, Bloomberg, Basel II, Swaps, Banking

Education
Walden University   2012 — 2014
Executive Master of Business Administration (E.M.B.A.), Business/Commerce, General

University of Missouri-Columbia, College of Business   1989 — 1993
Bachelor of Science, Accounting

David Walburn David Walburn Kansas City, Kansas Details
David Walburn's State Street Experience July 2008 - October 2009
Job Director of Finance and Accounting at HappyFeetLegends International
Industry Health, Wellness and Fitness
Experience
HappyFeet-Legends International   February 2011 - Present
Color Combo Capitalists   January 2008 - Present
State Street   July 2008 - October 2009

Skills
Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Budgets, Customer Service, Microsoft Office, Business Planning, Process Improvement, Business Strategy, Financial Accounting, PowerPoint, Account Reconciliation, Leadership, Sales, Team Building, Coaching, Microsoft Word

Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Finance and Banking

Bryan Wolz Bryan Wolz Kansas City, Missouri Area Details
Bryan Wolz's State Street Experience June 2014 - August 2014
Job Graduate Student at University of MissouriColumbia
Industry Accounting
Experience
University of Missouri  August 2015 - Present
CCH UK, a Wolters Kluwer business  April 2015 - July 2015
Grant Thornton LLP  January 2015 - March 2015
State Street   June 2014 - August 2014
University of Missouri  August 2013 - May 2014
Cedar Fair Entertainment Company  May 2013 - August 2013

Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Management, Analysis, Microsoft Office, Teamwork, Research, Public Speaking, Financial Reporting, Windows, English, Auditing, Internal Audit

Education
University of Missouri-Columbia, College of Business   2011 — 2015
Combined Bachelor of Science and Master's of Accountancy, Accounting, Senior/Graduate Student

Lee's Summit High School   2008 — 2011

Ryan Wachter, CPA Ryan Wachter, CPA Greater St. Louis Area Details
Ryan Wachter, CPA's State Street Experience 2002 - 2003
Job Controller at Marcone Supply
Industry Chemicals
Experience
Marcone Supply  December 2014 - October 2015
ICL - Performance Products LP  April 2013 - December 2014
The North Highland Company  November 2011 - March 2013
KPMG  June 2006 - November 2011
The Boeing Company  November 2003 - May 2006
State Street   2002 - 2003

Skills
Process Improvement, Business Intelligence, Finance, Strategic Planning, Financial Reporting, Integration, Operations Management, Performance Management, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Nonprofits, Business Process..., Forecasting, CPA

Education
Washington University in St. Louis   2004 — 2006
MBA, Finance

Washington University in St. Louis - Olin Business School   2004 — 2006
MBA, Finance

University of Missouri-Columbia   1998 — 2002
Bachelor of Science, Business Administration - Finance

CBC High School, St. Louis, MO   1994 — 1998
High School

Stathi Papadopoulos Stathi Papadopoulos Waltham, Massachusetts Details
Stathi Papadopoulos's State Street Experience June 2012 - September 2012
Job Corporate Strategy at Raytheon
Industry Defense & Space
Experience
Raytheon  January 2015 - Present
Raytheon  July 2014 - January 2015
Raytheon  January 2014 - July 2014
Raytheon  July 2013 - January 2014
State Street   June 2012 - September 2012
State Street   June 2011 - August 2011

Skills
Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Microsoft Office, Financial Analysis, Variance Analysis, Testing, Finance

Education
University of Massachusetts, Amherst   2009 — 2013
Bachelor's Degree, Finance, General

Angela Blankenship Angela Blankenship Kansas City, Missouri Area Details
Angela Blankenship's State Street Experience January 2013 - June 2015
Job Client Operations Administrator, Goldman Oversight Team
Industry Financial Services
Experience
Swiss Re  June 2015 - Present
State Street   January 2013 - June 2015
Farmers Insurance  2010 - 2012
KC Hopps Restaurants   February 2009 - July 2010
Houlihan's Restaurants, Inc.   June 2006 - January 2009
Romano's Macaroni Grill  January 2005 - May 2006
Macy's  September 2003 - January 2005

Skills
Customer Service, Operations Management, Microsoft Office, Microsoft Word, Micros, Organized Multi-tasker, Efficiency, Budgets, Employee Training, Event Management, Human Resources, Leadership, MICROS, Microsoft Excel, PowerPoint, Sales, Team Building, Time Management

Education
Park University   2013 — 2014
Accounting BS, Accounting

University of Missouri-Columbia   2001 — 2006
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management

Lexington High School   1997 — 2001

Steven Hefter Steven Hefter Kansas City, Missouri Area Details
Steven Hefter's State Street Experience October 2014 - Present
Job Accounting/Pricing Specialist, Associate 1 at State Street
Industry Financial Services
Experience
State Street   October 2014 - Present
Interactive Financial Advisors   May 2014 - September 2014
MU Counseling Center   July 2013 - May 2014
Mizzou Athletics Training Complex   August 2013 - December 2013
Shiloh Bar and Grill  April 2011 - January 2012

Skills
Time Management, Organization, Graphic Design, PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Communication, Academic Advising, Self-starter, Motivation, Teamwork

Education
University of Missouri-Columbia   2010 — 2014
Bachelor of Science in Human and Environmental Sciences, Personal Financial Management Services

Amy Trube Amy Trube Kansas City, Missouri Area Details
Amy Trube's State Street Experience March 2015 - Present
Job Vice President, Client Operations at State Street Bank
Industry Financial Services
Experience
State Street   March 2015 - Present
State Street   March 2014 - March 2015
State Street   January 2009 - March 2014
State Street   2006 - 2009
State Street   June 2002 - April 2006

Skills
Leadership, Management, General Ledger, Fund Accounting, Investments, Business Analysis, Financial Services, Process Improvement, Data Analysis, Fixed Income, Equities, Accounting, Relationship Management, Conducting Interviews, Increase Productivity, Client Representation, Global Custody, Financial Analysis, Asset Management, Client Billing, Client Issue Resolution, Account Reconciliation, Bloomberg, Client Visits, Financial Statements, Auditing, Project Management, Banking, Risk Management, Financial Modeling, Corporate Actions, Valuation, Contract Management, Trading, Billing Process

Education
University of Missouri-Kansas City   1998 — 2002
MBA, Business Administration

Patrick Pohl Patrick Pohl Minneapolis, Minnesota Details
Patrick Pohl's State Street Experience 1996 - 1999
Job Director Business Transformation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  January 2008 - Present
Ameriprise Financial Services, Inc.   January 2008 - January 2010
American Express  April 2002 - January 2008
American Express  April 1999 - April 2002
State Street   1996 - 1999
Northland Financial Company   1994 - 1996

Skills
Process Improvement, Six Sigma, Business Strategy, Competitive Analysis, Operations Management, Business Transformation, Change Management, Analytics, Team Leadership, Coaching, Re-engineering, Music Production, Musicians, International Resourcing, Operational..., Analysis, Business Analysis, Management, Project Management, Risk Management, Strategic Planning, Training

Education
University of Minnesota-Duluth   1988 — 1993
BBA, Finance

Emily Eckfeld Emily Eckfeld Columbia, Missouri Area Details
Emily Eckfeld's State Street Experience June 2015 - Present
Job Intern at State Street
Industry Financial Services
Experience
State Street   June 2015 - Present
University of Missouri  August 2013 - May 2015
University of Missouri  January 2014 - January 2015
AMC Theatres  June 2014 - August 2014
Department of Veterans Affairs  June 2012 - August 2012

Skills
Public Speaking, Budgets, Creative Problem Solving, Time Management

Education
University of Missouri-Columbia   2012 — 2016
Bachelor’s Degree, Finance and Banking, Cumulative GPA 3.25 of 4.0

University of Missouri-Columbia   2012 — 2016
Bachelor’s Degree, Risk Management and Insurance, 3.25

Guy Brown Guy Brown Kansas City, Missouri Area Details
Guy Brown's State Street Experience March 2012 - June 2013
Job Owner at BP Investment Group KC LLC
Industry Management Consulting
Experience
BP Investment Group KC LLC   November 2013 - Present
State Street   March 2012 - June 2013
Citi  January 2012 - March 2012
AXA Advisors  October 2009 - April 2011
Liquidity Capital Management   July 2007 - March 2011
The Home Depot  July 2006 - June 2008

Skills
Risk Management

Education
University of Missouri-Columbia   2005 — 2009
Business Administration, Finance

Cass Midway   2001 — 2005

David Bernardi David Bernardi Greater Detroit Area Details
David Bernardi's State Street Experience February 2008 - May 2011
Job Manager at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  September 2013 - Present
University of Michigan Ross School of Business  September 2011 - May 2013
The Boston Consulting Group  June 2012 - August 2012
Ruli District Hospital   March 2012 - April 2012
mobback   May 2011 - September 2011
State Street   February 2008 - May 2011
Main Street Lending   March 2006 - February 2008

Skills
Start-ups, Social Media Marketing, Marketing, Management, Blogging, Facebook, Financial Modeling, Selling, Strategy, Data Analysis, Competitive Analysis, Financial Analysis, Business Strategy, Cross-functional Team..., Analytics, Management Consulting

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
MBA, Corporate Strategy and General Management

Western Michigan University   2000 — 2005
Bachelor, English, Creative Writing

Katherine Schwetz, CPA Katherine Schwetz, CPA Lees Summit, Missouri Details
Katherine Schwetz, CPA's State Street Experience August 2009 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   August 2009 - Present
General American Life Inurance   July 1998 - July 2005
KPMG  August 1994 - July 1998

Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Microsoft Excel, Risk Management, Investments, Budgets, Banking, Mutual Funds

Education
University of Missouri-Columbia   1990 — 1994
BS-ACC, Accounting

Chris Baudler Chris Baudler Greater Atlanta Area Details
Chris Baudler's State Street Experience January 2009 - May 2009
Job Management Consultant
Industry Management Consulting
Experience
State Farm  October 2014 - Present
DelishLocal   April 2014 - Present
State Farm  August 2013 - October 2014
Performance Impacts   February 2011 - January 2013
Lee Hecht Harrison  March 2012 - December 2012
Non-Profit  October 2011 - June 2012
EASI-Consult  November 2010 - March 2011
Ulica LLC   December 2009 - February 2010
Medical Positioning, Inc.   August 2009 - December 2009
State Street   January 2009 - May 2009

Skills
Job Analysis, Leadership Development, Survey Development, Interviewing, Market Analysis, Business Plan Evaluation, SPSS, Employee Engagement, Quantitative Research, Six Sigma, Lean Manufacturing, Proposal Writing, Succession Planning, Change Management, Interviews, Strategy, Talent Management, Organizational..., Strategic Planning

Education
Xavier University   2011 — 2013
Master of Arts (M.A.), Industrial - Organizational Psychology

University of Missouri-Kansas City   2008 — 2009
Master of Business Administration (M.B.A.), Leadership and Change

University of Missouri-Kansas City   2004 — 2008
Bachelor of Arts (B.A.), Psychology

DeSmet Jesuit High School   2000 — 2004

Bingbing Lu Bingbing Lu Boston, Massachusetts Details
Bingbing Lu's State Street Experience June 2015 - Present
Job Assistant Vice President at SSGA
Industry Investment Management
Experience
State Street   June 2015 - Present
People's United Bank  June 2014 - August 2014
The Toro Company  May 2012 - August 2012
Official Corporation E-commerce Company   November 2011 - April 2012
Chinese Student Union   October 2008 - May 2009

Skills
C++, R, Data Analysis, Predictive Modeling, Regression Analysis, SAS, SQL, HTML, International Market..., E-commerce, CRM, Asian Business, Chinese, Korean, English, Sales Operations, Outlook, Access, Microsoft Office, Microsoft Excel, QlikView

Education
Yale University   2013 — 2015
Master of Science (M.S.), Biostatistics

University of Minnesota-Twin Cities   2008 — 2013
Bachelor of Science, Triple major in Economics, Statistics, Mathematics

High School Attached to Northeast Normal University   2005 — 2008

Christian Albarracin Christian Albarracin Corinth, Mississippi Details
Christian Albarracin's State Street Experience May 2012 - February 2014
Job Decision Support Director at Magnolia Regional Health Center
Industry Hospital & Health Care
Experience
Magnolia Regional Health Center  February 2014 - Present
State Street   May 2012 - February 2014
Porter Keadle Moore  July 2009 - May 2012
Porter Keadle Moore  January 2008 - June 2009

Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, External Audit, Internal Audit, SEC filings, Sarbanes-Oxley, Risk Management, Internal Controls, Community Banking, Insurance, GAAP, Financial Statements, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, General Ledger, SEC Filings

Education
University of Mississippi   2007 — 2007
Master of Accuntancy, Accounting

University of Mississippi   2003 — 2006
Bachelor of Accountancy, Accounting and Finance

Catherine Halter Catherine Halter Kansas City, Missouri Details
Catherine Halter's State Street Experience September 2014 - Present
Job Client Operations Specialist at State Street
Industry Accounting
Experience
State Street   September 2014 - Present
State Street   July 2013 - September 2014
Edwards, Hayslett & Co., LLC   January 2013 - July 2013
McRuer CPAs   December 2008 - May 2012

Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Customer Service, PowerPoint, Financial Services, Microsoft Word, Public Speaking, Account Reconciliation, Accounting

Education
University of Missouri-Kansas City   2011 — 2013

University of Missouri-Columbia   2009 — 2010

William Neely William Neely Greater Boston Area Details
William Neely's State Street Experience November 2005 - September 2006
Job Programs and Operations Coordinator at The Enterprise Center at Salem State University
Industry Nonprofit Organization Management
Experience
The Enterprise Center at Salem State University  July 2012 - Present
Harbor Sweets   November 2011 - January 2012
KPMG  September 2010 - April 2011
The Public Consulting Group   September 2008 - July 2009
State Street   November 2005 - September 2006

Skills
Mutual Funds, Nonprofits, Microsoft Office, Microsoft Excel, Event Planning, PowerPoint, Data Analysis, Social Media, Fundraising, Access, Research, Microsoft Word

Education
University of Massachusetts, Amherst   2001 — 2005
BA, Political Science, Art History

The London School of Economics   2003 — 2003
BA, Political Science

Brandon Hamilton Brandon Hamilton Kansas City, Missouri Area Details
Brandon Hamilton's State Street Experience May 2011 - May 2012
Job Solutions Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  December 2014 - Present
Cerner Corporation  May 2012 - November 2014
State Street   May 2011 - May 2012
State Street Corporation  August 2010 - April 2011
State Street Corporation  January 2009 - July 2010
Ace Mortgage Funding  August 2008 - October 2008

Skills
Financial Reporting, Finance, Cash Flow, Mutual Funds, Financial Accounting, Investments, Financial Statements, Financial Services, Valuation, Account Reconciliation, Financial Modeling

Education
University of Missouri-Columbia, College of Business   2004 — 2008
Bachelor of Science, Business Administration; Marketing

Jennifer Chung Jennifer Chung Miami/Fort Lauderdale Area Details
Jennifer Chung's State Street Experience January 2014 - September 2014
Job Senior Tax Accountant at The Citco Group of Companies
Industry Accounting
Experience
State Street   January 2014 - September 2014
Citco Fund Services (USA), Inc.   December 2008 - December 2013
General Growth Properties  2007 - 2008

Skills
Accounting, Financial Reporting, Account Reconciliation, Tax, Tax Accounting, Financial Analysis, Tax Preparation, Finance, Microsoft Excel

Education
University of Miami - School of Business   2004 — 2005
BBA

Darci (Dearing) Schaecher Darci (Dearing) Schaecher Omaha, Nebraska Details
Darci (Dearing) Schaecher's State Street Experience October 2009 - November 2011
Job Cash Management Specialist/Treasury Agent
Industry Financial Services
Experience
Omaha Public Power District  March 2014 - Present
Gemini Fund Services  November 2011 - March 2014
State Street   October 2009 - November 2011
State Street   August 2007 - October 2009
American Century Investments  February 2005 - August 2007

Skills
Equities, Outlook, Microsoft Excel, Customer Relations, NAV calculations, Bonds, ETFs, Stocks, Microsoft Word, Communication Skills, Highly Detailed, Close Attention to..., Bloomberg Terminal, IDC, PAM for Securities, Foreign Exchange, Foreign Currency, MCH, Problem Solving, Multi Tasking, Accounting, Customer Service

Education
University of Missouri-Kansas City   2002 — 2004
Bachelor's, Business Administration

University of Missouri-Columbia, College of Business   2000 — 2002
Business Administration

Elizabeth Strouse Elizabeth Strouse Boston, Massachusetts Details
Elizabeth Strouse's State Street Experience November 2014 - Present
Job Vice President/Strategy and Support at State Street
Industry Financial Services
Experience
State Street   November 2014 - Present
Transamerica  March 2009 - November 2014
TIAA-CREF  June 2007 - February 2009
PwC  September 2001 - June 2007

Skills
Mutual Funds, Asset Management, Fund Administration, Risk Management, Investment Management, Due Diligence, Account Reconciliation, Financial Analysis, Financial Reporting, Portfolio Management, Accounting, Securities, Equities, Strategic Financial..., Valuation, Fund Accounting, Analysis, Investment Strategies, Financial Services, Investments, Tax, Finance, Mergers & Acquisitions, Business Analysis, Financial Modeling, Asset Allocation, Financial Statements, Bloomberg, Fixed Income

Education
University of Michigan
BBA, Accounting

University of South Florida - College of Business Administration
MAcc, Accounting Information Systems

Shreena Fulani (Patel) Shreena Fulani (Patel) Kansas City, Missouri Area Details
Shreena Fulani (Patel)'s State Street Experience June 2006 - August 2007
Job Financial Analyst at Husqvarna
Industry Construction
Experience
Husqvarna  March 2011 - Present
MasterCard  September 2009 - March 2010
Cerner Corporation  September 2007 - September 2009
State Street   June 2006 - August 2007

Skills
Financial Analysis, Financial Reporting, Process Improvement, Accounting, Continuous Improvement, Account Reconciliation, Auditing, Internal Controls, Forecasting, Sarbanes-Oxley Act, Insurance, Financial Modeling, Strategic Financial..., Financial Accounting, Finance, General Ledger, US GAAP, GAAP

Education
University of Missouri-Columbia, College of Business   2002 — 2006
BSBA, Finance and Banking

Amber Chapman Amber Chapman Kansas City, Missouri Details
Amber Chapman's State Street Experience April 2010 - September 2010
Job Premium Billing Coordinator Manager at VentureUS Enterprises
Industry Insurance
Experience
VentureUS Enterprises   September 2010 - Present
State Street   April 2010 - September 2010
Prescription Solutions  March 2007 - March 2010

Skills
Account Reconciliation, Customer Service, Accounts Receivable, General Ledger, Accounts Payable, Accounting, Team Building, Microsoft Office, Management, Employee Benefits, Leadership

Education
University of Missouri-Kansas City   2002 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Aaron Leeper Aaron Leeper Greater St. Louis Area Details
Aaron Leeper's State Street Experience December 2010 - May 2011
Job Regional Supervisor
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors LLC  November 2012 - April 2014
Wells Fargo Advisors LLC  May 2011 - November 2012
State Street   December 2010 - May 2011
Image Impact   October 2010 - January 2011
Image Impact   2008 - 2010
Aflac  2006 - 2008

Education
University of Missouri-Kansas City   2008 — 2009
Master's degree, Accounting

William Jewell College   2001 — 2005
Bachelors Science, Banking & Finanace

Jeremy Singh Jeremy Singh Greater Boston Area Details
Jeremy Singh's State Street Experience January 2015 - Present
Job Senior Associate / Account Manager at State Street
Industry Financial Services
Experience
State Street   January 2015 - Present
Avasara Events Boston   November 2011 - Present
State Street   August 2014 - January 2015
Singh Household   May 2012 - August 2014
2BProductions   July 2011 - December 2012
Substitute Teacher Milton Public Schools   February 2010 - June 2011
Tutoring Plus   September 2009 - June 2010
Bank of America  September 2008 - August 2009
Jsinghfitness   September 2007 - September 2008
State Street   July 2004 - July 2007

Skills
Entrepreneurship, Project Management, Start-ups, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Management, Marketing, Business Development, Marketing Strategy, Business Analysis, Due Diligence, New Business Development, Investments, Microsoft Office, Microsoft Excel, Data Analysis, Team Building, Leadership, Accounting, Budgets, Finance, Business Planning, Financial Services

Education
University of Michigan   1999 — 2003
BA, Philosophy

Lexington High School   1995 — 1999

Dylan Schowengerdt Dylan Schowengerdt Boulder, Colorado Details
Dylan Schowengerdt's State Street Experience May 2008 - May 2010
Job Customer Success Manager at VictorOps, Inc.
Industry Internet
Experience
VictorOps, Inc.   July 2015 - Present
sovrn Holdings, Inc.   July 2011 - July 2015
ALPS Fund Services, Inc.   June 2010 - July 2011
State Street   May 2008 - May 2010
Fetchel Beverage & Sales, Inc.   January 2006 - May 2007
Tigers Credit Union  2006 - 2007
University of Missouri  August 2005 - December 2005

Skills
Budgets, Mutual Funds, Financial Reporting, Strategic Planning, Leadership, Analysis, Customer Service, Process Improvement, PowerPoint, Bloomberg, Financial Services, Finance, Microsoft Excel, Salesforce.com, Data Analysis, Invoicing, Access, Project Management, Microsoft Office, Financial Analysis, Financial Statements, Payroll

Education
University of Missouri-Columbia   2003 — 2007
BA, Economics

University of Missouri-Columbia, College of Business   2003 — 2007
BS, Business Administration

Mahi Dontamsetti Mahi Dontamsetti Greater Boston Area Details
Mahi Dontamsetti's State Street Experience September 2015 - Present
Job Senior Vice President (SVP), Chief Technology Risk Officer
Industry Computer & Network Security
Experience
State Street   September 2015 - Present
DTCC  August 2010 - August 2015
OWASP  January 2007 - May 2011
Barclays Capital  August 2008 - August 2010
Cigital  2007 - 2008
M3 Security, Inc.   2006 - 2007
Planet Associates  2001 - 2006
Paradigm4  2000 - 2001
Lockheed Martin Global Telecom   1996 - 2000

Skills
Security, Information Security, Enterprise Software, Program Management, Strategy, Application Security, Software Development, Start-ups, Management, Information Technology, Telecommunications, Recruiting, IT Strategy, Enterprise Architecture, Professional Services, Software Project..., Privacy Law, Public Speaking, Product Development, OWASP, Income Statement, Integration, SDLC, Information Security..., Risk Management, Vendor Management

Education
University of Missouri-Kansas City   1989 — 1991
M.S.

High School
High School

Tiana Balzarini Tiana Balzarini Greater Boston Area Details
Tiana Balzarini's State Street Experience January 2013 - Present
Job Senior Marketing Major at the Isenberg School of Management
Industry Apparel & Fashion
Experience
State Street   January 2013 - Present
The TJX Companies, Inc.   May 2015 - August 2015

Skills
Time Management, Delegation, Leadership, Organization, Microsoft Word, PowerPoint, Derivatives, Financial Analysis, FX Spot, Research

Education
University of Massachusetts, Amherst   2012 — 2016
Isenberg School of Management, Commonwealth Honors College, 3.66

Hanover High School

Terence Joseph Terence Joseph Greater Boston Area Details
Terence Joseph's State Street Experience June 2012 - July 2013
Job Senior Inventory Control Coordinator at Puma Group
Industry Apparel & Fashion
Experience
Puma Group  August 2015 - Present
The North Face  November 2014 - Present
Finish Line  September 2013 - October 2014
State Street   June 2012 - July 2013
Genzyme Biosurgery  April 2010 - June 2012
BasketBull  May 2009 - June 2009

Skills
Management, Consumer Relations, Customer Returns, Time Management, Research, Public Speaking, Public Policy, PowerPoint, Analysis, Pivot Tables

Education
University of Massachusetts, Amherst   2005 — 2009
Bachelor of Arts (B.A.), Political Science

Benyam Tesfai Benyam Tesfai Boston, Massachusetts Details
Benyam Tesfai's State Street Experience September 2009 - January 2012
Job U.S. Marketing Manager Classics & Basketball
Industry Marketing and Advertising
Experience
Reebok  June 2013 - November 2013
[QUE-IN]   January 2012 - June 2013
State Street   September 2009 - January 2012
That's My Lid   January 2009 - October 2009
Howard University  May 2009 - August 2009
Howard University  August 2008 - May 2009
State Street   June 2008 - August 2008
Central Trust & Investment Company  February 2006 - August 2007

Skills
Advanced Excel Skills, Adobe Design Premium, Adobe Premiere Pro CS5.5, Adobe Creative Suite, Photoshop, InDesign, Microsoft Excel, Premiere, Marketing, Facebook, Social Networking, Strategy

Education
Howard University Graduate School of Business   2007 — 2009
MBA, Marketing/Finance

University of Missouri-Columbia   2001 — 2005
BA, Marketing

Sumaiya Khan Sumaiya Khan Kansas City, Missouri Details
Sumaiya Khan's State Street Experience January 2013 - January 2014
Job Financial Analyst at HNTB
Industry Financial Services
Experience
HNTB  April 2014 - Present
State Street   January 2013 - January 2014
StorageMart  May 2012 - September 2012
Landmark Bank  July 2011 - December 2011
University of Missouri  April 2011 - May 2011
United Way of America  2011 - 2011
Central Bank of Kansas City  June 2008 - August 2009

Skills
Human Resources, Microsoft Excel, Credit, Time Management, Financial Services, Program Management, Accounting, Customer Satisfaction, Financial Reporting, Customer Service, Financial Analysis, Research, PowerPoint

Education
University of Missouri-Columbia   2009 — 2012
BSBA, Finance and Economics

Jim Huser Jim Huser Lees Summit, Missouri Details
Jim Huser's State Street Experience 1992 - 1994
Job CoOwner, Momo Bands
Industry Retail
Experience
Momo the Store   January 2011 - Present
City Wide Maintenance  April 2010 - December 2010
American Century Investments  July 1994 - April 2010
State Street   1992 - 1994

Skills
Sales Management, Account Management, New Business Development, Strategic Planning, Sales, Leadership, Management, Negotiation, Competitive Analysis, Budgets, Team Leadership, CRM, Public Speaking, Coaching, Marketing, Operations Management, Change Management, Program Management, Customer Service, Project Management, Business Strategy, Team Building, Marketing Strategy, Contract Negotiation, Business Development, Time Management, B2B, Sales Operations

Education
University of Missouri-Columbia   1988 — 1991
Bachelor of Science (BS), Agricultural Business and Management

O'Hara   1981 — 1984

Trey Patterson Trey Patterson Yorktown Heights, New York Details
Trey Patterson's State Street Experience June 2015 - Present
Job Operations Processing Analyst
Industry Financial Services
Experience
State Street   June 2015 - Present
American Eagle Outfitters  August 2009 - March 2015
Summer Trails Day Camp  June 2014 - August 2014
Carlson Restaurants / T.G.I. Friday's   May 2013 - August 2014

Skills
Customer Service, Time Management, Facebook, Teamwork, Microsoft Word, Microsoft Office, Hospitality, Microsoft Excel

Education
University of Massachusetts, Amherst   2012 — 2016
Isenberg School of Management, Finance, Senior

Yorktown High School   2008 — 2012

Winder Alexandre Winder Alexandre Greater Boston Area Details
Winder Alexandre's State Street Experience October 2005 - May 2007
Job Enjoying this amazing journey called Life.
Industry Banking
Experience
Mass Equity Investment Group   November 2008 - Present
PCG  June 2007 - August 2008
State Street   October 2005 - May 2007
FLEETBOSTON FINANCIAL  June 2000 - December 2004
Homes.com  June 2004 - September 2004

Skills
Contract Negotiation, Negotiation, Social Networking, Short Sales, Investment Properties, Real Estate, Investments, Buying, Mortgage, Investors, Selling, Residential, Customer Relations, Marketing Strategy, REO, Public Speaking, Small Business, Real Estate Development, Real Estate Investment, Entrepreneur, Private Equity, Foreclosures, Home, Sellers, Purchase, Strategic Consulting, Property Management, Cost Allocation, Private Equity Funding, Customer Service, Recapitalizations, Mutual Funds, Entrepreneurship, Residential Homes, Property, Commercial Real Estate, Mortgage Lending, Mergers, Market Analysis, Valuation, First Time Home Buyers, Mergers & Acquisitions, Funding, Due Diligence, Asset Management, Accounting, Real Estate Economics, Real Estate Financing, Management, Equities

Education
University of Massachusetts, Amherst   2001 — 2005
BA, Economics/Business Management

Jordan Durrell Jordan Durrell Kansas City, Missouri Area Details
Jordan Durrell's State Street Experience June 2014 - August 2014
Job Audit Services at EY
Industry Accounting
Experience
EY  July 2015 - Present
University of Missouri  January 2015 - January 2015
State Street   June 2014 - August 2014
Habitat for Humanity Kansas City ReStore  June 2014 - June 2014
J & I Enterprises, Inc.   May 2012 - August 2013
Boys & Girls Clubs of America  September 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, SAP, Communication Skills, Bloomberg, Bloomberg Terminal, PowerPoint, Data Analysis, Outlook, PeopleSoft, Communication, Accounting, Social Networking, Social Media, Time Management, Teamwork, Public Speaking, Finance

Education
University of Missouri-Columbia, College of Business   2010 — 2015
Bachelor of Science, Masters of Accountancy, Accounting and Related Services, Graduate

Matthew D. Gaebler Matthew D. Gaebler Kansas City, Missouri Area Details
Matthew D. Gaebler's State Street Experience July 2005 - March 2007
Job Project / Program Manager, MBA, RPCV, CAPM, CSM
Industry Telecommunications
Experience
Sprint  August 2015 - Present
Sprint  September 2012 - July 2015
Sprint  July 2011 - August 2012
Sprint  November 2010 - June 2011
Sprint  April 2010 - October 2010
Target  January 2010 - March 2010
Target  October 2009 - December 2009
Peace Corps  May 2007 - July 2009
State Street   July 2005 - March 2007

Education
University of Missouri-Kansas City
Master of Business Administration (MBA)

University of Missouri-Columbia
Bachelor of Science (BS), Business Administration

William Martens William Martens Kansas City, Missouri Details
William Martens's State Street Experience July 2008 - July 2010
Job Accountant CPA
Industry Financial Services
Experience
LPL Financial  October 2013 - June 2015
LPL Financial  August 2012 - September 2013
LPL Finanical  June 2011 - August 2012
LPL Financial  September 2010 - May 2011
State Street   July 2008 - July 2010
State Street   November 2005 - July 2008

Skills
Account Reconciliation, Finance, Financial Reporting, Financial Services, Financial Statements, Sarbanes-Oxley Act, Accounting, Financial Analysis, Variance Analysis, Investments, Mutual Funds

Education
University of Missouri-Columbia   2003 — 2004
Bachelor’s Degree, Plant Science

Wade Koehly Wade Koehly Kansas City, Missouri Area Details
Wade Koehly's State Street Experience June 2013 - Present
Job Financial Operations Group: Recruiter at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Financial Operations Group   September 2015 - Present
State Street   June 2013 - Present
State Street   December 2012 - June 2013
New York Life Insurance Company  July 2012 - December 2012
Sitewire  May 2011 - August 2011

Skills
Management, Mutual Funds, Financial Analysis, Financial Reporting, Bloomberg, Derivatives, Microsoft Excel, Accounting, Finance, Financial Accounting, Marketing, Strategic Planning, Financial Modeling, Marketing Strategy, Social Media Marketing

Education
University of Missouri-Columbia   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

University of Missouri-Columbia   2009 — 2012
Bachelor of Science (B.S.), Busniess Administration (emphasis in Finance)

Steven Le Steven Le Wilmington, Massachusetts Details
Steven Le's State Street Experience June 2015 - September 2015
Job Student at University of Massachusetts, Amherst
Industry
Experience
State Street   June 2015 - September 2015
$10 Under   May 2014 - February 2015
American Eagle Outfitters  April 2012 - January 2014

Skills
Customer Service, Public Speaking, Communication, Teamwork, Social Media, Blogging, Sales, Leadership, Facebook, Research, Time Management

Education
University of Massachusetts, Amherst   2012 — 2016
Bachelor's Degree, Economics

Wilmington High School   2008 — 2012
High School

Zack Snow Zack Snow Holliston, Massachusetts Details
Zack Snow's State Street Experience May 2014 - Present
Job Isenberg School of Management
Industry Sports
Experience
State Street   May 2014 - Present
Athletic Media Relations at the University of Massachusetts-Amherst   November 2011 - May 2014
Holliston Parks and Recreation   July 2011 - August 2013

Skills
Microsoft Office, InDesign, Cpr Certified, Event Planning, Facebook, Social Media, Photoshop, Social Networking, Research, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Time Management, Customer Service

Education
University of Massachusetts, Amherst   2011 — 2015

Andrew Bamberg Andrew Bamberg Boston, Massachusetts Details
Andrew Bamberg's State Street Experience April 2015 - Present
Job Officer Compliance Trade Cost Analysis at State Street Global Advisors
Industry Capital Markets
Experience
State Street   April 2015 - Present
Alpari US, LLC  October 2011 - March 2015
BNY Mellon  June 2008 - September 2011
United Global Markets   May 2007 - September 2007

Skills
Derivatives, Currency, Trading Systems, Hedge Funds, Financial Markets, FX Options, FX trading, Options, Trading, Commodity

Education
University of Miami   2004 — 2008
BA, Finance

Wilmington High School

Marisa Gianino (Agapito) Marisa Gianino (Agapito) Greater Boston Area Details
Marisa Gianino (Agapito)'s State Street Experience July 2015 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street   July 2015 - Present
Catholic Charities of the Archdiocese of Boston  July 2011 - Present
Junior Achievement of Northern New England  September 2013 - Present
State Street   August 2008 - July 2015
Fidelity Investments  May 2005 - August 2008
State Street Bank  February 1999 - June 2003

Skills
Securities, Derivatives, Process Improvement, Business Analysis, Program Management, Data Analysis, Change Management, Operations Management, Capacity Planning, Lean Fundamentals, Reference Data, Business Integration, Vendor Management, Organizational..., Business Development, Training Programme..., Training Delivery, Workflow Diagrams, PowerPoint, Excel, Word, Global Client Management, Italian, Microsoft Excel

Education
University of Miami   1994 — 1998
BA, Psychology/Biology

Braintree High School   1990 — 1994

Zach Rouleau Zach Rouleau Greater Boston Area Details
Zach Rouleau's State Street Experience 2007 - October 2010
Job Senior Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group  August 2015 - Present
JP Morgan Chase  October 2010 - August 2015
State Street   2007 - October 2010
Investors Bank & Trust  2006 - 2007

Skills
Financial Analysis, Equities, Bloomberg, Fixed Income, Microsoft Excel, Financial Modeling, Investments, Accounting, Securities, Financial Services, Finance, Valuation, Hedge Funds, Financial Management...

Education
University of Massachusetts, Amherst   2013 — 2016
Master of Business Administration (MBA)

University of Vermont   2002 — 2006
BS, Finance

Alexis Villarreal Alexis Villarreal Greater Chicago Area Details
Alexis Villarreal's State Street Experience June 2015 - Present
Job Client Services Operations Specialist, Associate 2; Luxembourg Fund Accounting at State Street
Industry Financial Services
Experience
State Street   June 2015 - Present
Senior Marketing Specialists  September 2014 - December 2014
Six Flags  May 2014 - July 2014
Student Success Center  September 2012 - May 2014
White House Black Market  June 2012 - December 2013
Warren Township High School  May 2012 - July 2012

Skills
Sales, Spanish, Event Planning, Teamwork, Customer Service, Time Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Leadership

Education
University of Missouri-Columbia   2011 — 2015
Bachelor of Science and Bachelor of Arts, Business Administration and International Studies; Finance and Spanish

Victor Zhou Victor Zhou Salt Lake City, Utah Details
Victor Zhou's State Street Experience June 2008 - October 2011
Job Logistics Analyst at AFS, LLC
Industry Logistics and Supply Chain
Experience
AFS, LLC  December 2011 - August 2014
State Street   June 2008 - October 2011
Investors Bank & Trust  June 2006 - June 2008

Skills
Financial Modeling, Process Improvement, Forecasting, Business Analysis, Financial Analysis, Leadership, Contract Negotiation

Education
University of Massachusetts, Amherst   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, 3.7

Andre Schneider Andre Schneider Kansas City, Missouri Area Details
Andre Schneider's State Street Experience June 2009 - Present
Job Assistant Vice President, Director at State Street
Industry Financial Services
Experience
State Street   June 2009 - Present
State Street   October 2012 - April 2014
State Street   March 2011 - October 2012
State Street   June 2010 - March 2011
State Street   June 2009 - July 2010
UBS Wealth Management  June 2007 - April 2009

Skills
Investments, Financial Reporting, Finance, Fund Accounting, Mutual Funds, Bloomberg, Analytics, Financial Services, Fund Administration, Series 7, Microsoft Visual FoxPro, Strategy, Derivatives, Portfolio Management, FoxPro, Risk Management, Asset Allocation, FundSuite SX, FundSuiteArc, ArcReporting, ASU 2011-11

Education
University of Missouri-Columbia   2002 — 2006
BSBA, Finance & Banking

University of Missouri-Columbia, College of Business   2002 — 2006
BSBA, Finance & Banking

Lukas Johnson Lukas Johnson Greater Minneapolis-St. Paul Area Details
Lukas Johnson's State Street Experience February 2012 - July 2012
Job Natural Gas Operations Analyst at U.S. Energy Services
Industry Logistics and Supply Chain
Experience
U.S. Energy Services   April 2013 - Present
U.S. Energy Services   September 2012 - April 2013
State Street   February 2012 - July 2012
State Street   July 2011 - February 2012
State Street   January 2011 - July 2011
CommunityAmerica Credit Union  November 2009 - January 2011
Wells Fargo Investments  July 2009 - October 2009
UBS Wealth Management  June 2008 - July 2009
LSBE Financial Markets Program  May 2008 - May 2009

Education
University of St. Thomas   2014 — 2018
Master of Business Administration (M.B.A.)

University of Minnesota-Duluth   2005 — 2009
Bachelor's of Business Administration, Financial Markets

Sharon Rafuse Sharon Rafuse Norton, Massachusetts Details
Sharon Rafuse's State Street Experience October 1989 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street   October 1989 - Present

Skills
Financial Analysis, Banking, Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Securities, Financial Services, Process Improvement

Education
University of Massachusetts, Amherst   1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting

University of Massachusetts, Amherst   1985 — 1989

Michael Fardy Michael Fardy Greater Boston Area Details
Michael Fardy's State Street Experience 1993 - 1994
Job FlexShares National Sales Manager
Industry Financial Services
Experience
Northern Trust Corporation  June 2015 - Present
F-Squared Investments  March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd   August 2013 - March 2014
iShares  December 2009 - March 2013
Barclays  2005 - 2009
BNY Mellon  2004 - 2005
Putnam Investments  1998 - 2004
Morgan Stanley Wealth Management  1994 - 1998
State Street   1993 - 1994

Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...

Education
University of Michigan   1988 — 1992
BA in Economics, BA in Economics

Thomas Lupoli Thomas Lupoli Greater Boston Area Details
Thomas Lupoli's State Street Experience June 2011 - August 2013
Job Captain at Army National Guard
Industry Financial Services
Experience
Army National Guard  December 2014 - Present
Sun Life Financial  August 2013 - June 2014
State Street   June 2011 - August 2013

Skills
Microsoft Excel, Financial Reporting, Collateral Management, Account Reconciliation, Wire Transfers, Bloomberg API for Excel, Bloomberg Terminal, Data Entry, Troubleshooting, IBIS, InTrader, MCH, ProtoColl, Microsoft Word, Business Networking, Military, Training, Leadership, Customer Service, Microsoft Office, Team Building, Analysis, Financial Analysis

Education
University of Massachusetts, Amherst
B.A., Psychology

Christopher Beier Christopher Beier Kansas City, Missouri Area Details
Christopher Beier's State Street Experience January 2010 - February 2011
Job Production Supervisor at Pentair
Industry Financial Services
Experience
Pentair  July 2013 - Present
Sporting Kansas City  April 2009 - Present
Pentair  January 2013 - July 2013
Brookside Soccer Club   March 2011 - January 2013
State Street   January 2010 - February 2011
Bank of America  October 2008 - December 2009
Paradise Park  2001 - 2004

Skills
Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Social Media, PowerPoint

Education
University of Missouri-Kansas City   2011 — 2012
Masters in Business Administration, Entrepreneurship, Supply Chain/Operations Management

University of Missouri-Kansas City   2011 — 2012
Entrepreneurship Scholars Program

University of Missouri-Kansas City   2005 — 2009
Bachelor of Business Administration, Business Administration: Entrepreneurship

Strates Frangules Strates Frangules Greater Boston Area Details
Strates Frangules's State Street Experience July 2007 - November 2007
Job Senior Investment Operations Specialist at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management  August 2011 - Present
Acadian Asset Management  December 2007 - August 2011
State Street   July 2007 - November 2007
Investors Bank & Trust  July 2004 - July 2007

Skills
Bloomberg, Equities, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Financial Modeling, Fund Accounting, FX Options, Series 7, Financial Reporting, Portfolio Management, Corporate Actions, Process Improvement

Education
University of Massachusetts, Amherst   1999 — 2004
BA, Economics

Ben Dietz Ben Dietz Attleboro Falls, Massachusetts Details
Ben Dietz's State Street Experience June 2013 - August 2013
Job Acquisitions Analyst at Boston Capital
Industry Financial Services
Experience
Boston Capital  June 2015 - Present
Covington Associates  February 2015 - June 2015
AGC Partners  September 2014 - February 2015
State Street   June 2013 - August 2013
Ralph Lauren  2008 - 2012

Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Analysis, Access, Corporate Finance, Financial Analysis, Document Review, Bloomberg

Education
Villanova University   2010 — 2014
Bachelor of Business Administration, Finance

University of Melbourne   2012 — 2012

Bishop Feehan High School   2008 — 2010

Derek AuBuchon Derek AuBuchon Kansas City, Missouri Details
Derek AuBuchon's State Street Experience June 2014 - Present
Job Bank Loans Specialist at State Street
Industry Financial Services
Experience
State Street   June 2014 - Present
Department of Veterans Affairs  June 2012 - May 2014
Fusion Image Technology   June 2010 - August 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Social Media, Bloomberg Terminal, PowerPoint, Teamwork

Education
University of Missouri-Columbia   2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Finance and Banking

Timothy H. Norment Timothy H. Norment Greater Boston Area Details
Timothy H. Norment's State Street Experience March 2013 - September 2013
Job Senior Portfolio Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  September 2014 - Present
State Street Bank  October 2013 - September 2014
State Street   March 2013 - September 2013
State Street Bank  April 2012 - February 2013
State Street   March 2011 - March 2012

Skills
Microsoft Office, Windows & Mac OS, Mathematica, Bloomberg Terminal, IDC, Reuters, Bloomberg

Education
University of Massachusetts, Amherst   2007 — 2011
Bachelor of Science (BS), Finance & Economics

Sarosh Moheet Sarosh Moheet Greater St. Louis Area Details
Sarosh Moheet's State Street Experience June 2013 - August 2013
Job Consulting Analyst at NewGround
Industry Marketing and Advertising
Experience
NewGround  August 2015 - Present
Cerner Corporation  August 2014 - June 2015
State Street   June 2013 - August 2013
SponsorPark   August 2012 - June 2013

Education
University of Missouri-Columbia   2010 — 2014
Bachelor's Degree, Business Administration-Marketing

Courtney Donahue Courtney Donahue Greater Boston Area Details
Courtney Donahue's State Street Experience March 2015 - Present
Job Cient Service Officer at State Street Corp
Industry Accounting
Experience
State Street   March 2015 - Present
State Street Corp  September 2013 - March 2015
State Street Corp  July 2011 - September 2013
State Street Corp  May 2005 - July 2011
State Street Corp  August 2008 - December 2008
State Street Corp  December 2003 - May 2005
State Street Corp  April 2002 - December 2003
State Street Corp  January 2000 - April 2002
New England Eye Institute  June 1997 - January 2000
THE NEW ENGLAND EYE INSTITUTE   January 1997 - January 2000

Skills
Fixed Income, Hedge Funds, Client Service, Pricing, Fund Accounting, Reconciliation, Bloomberg, Derivatives, Financial Reporting, Accounting, Equities, General Ledger, Mutual Funds, Accruals, Financial Accounting, Excel, Auditing, Sector Allocation, Economic Distribution, Subscriptions, Redemptions, PnL, Multi-cultural Team..., Off-shore Team..., Training, NAV, Swaps, Complex Fund Structures, Client-focused, Training Delivery, Performance Management, Alternative Investments, Private Equity, Team Building, Virtual Teams, Leadership, Financial Services, Management, Program Management

Education
University of Miami - School of Business   1993 — 1997
BBA, Business Management

Sharon High School   1989 — 1993

Elementary School

Joe Wilde Joe Wilde Kansas City, Missouri Area Details
Joe Wilde's State Street Experience January 2002 - March 2004
Job Director, Collections Strategy & Planning at Pioneer Services
Industry Financial Services
Experience
Pioneer Services  March 2014 - Present
Citi  September 2011 - March 2014
Citi  October 2005 - September 2011
Madison Capital Management, LLC   March 2004 - October 2005
State Street   January 2002 - March 2004
Heartland Financial Group  December 2000 - December 2001
MSA Executive Search   December 1999 - November 2000

Skills
Portfolio Management, Finance, Analysis, Forecasting, Cash Flow, Vendor Management, Investments, Business Strategy, Alternative Investments, Distressed Debt, Valuation, Financial Modeling, Strategic Finance, Quantitative Analytics, Divestitures, Change Management, Project Management, Team Leadership, Integrity, Strategy, Banking, Financial Services, Process Improvement, Executive Management

Education
University of Missouri-Columbia, College of Business   1998 — 1999
MBA

University of Missouri-Rolla   1994 — 1997
BA

Mark Ellegard Mark Ellegard Greater Milwaukee Area Details
Mark Ellegard's State Street Experience October 1997 - May 2003
Job Senior Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   May 2003 - Present
US Bank  2003 - Present
State Street   October 1997 - May 2003
Heartland Funds   March 1993 - October 1997

Skills
Asset Managment, Business Development, Banking, Investments, Mutual Funds, Loans, Portfolio Management, Financial Services

Education
University of Minnesota-Twin Cities   1982 — 1986
BA

Whitefish Bay High   1979 — 1982

Adam Dinneny Adam Dinneny Kansas City, Missouri Area Details
Adam Dinneny's State Street Experience July 2006 - October 2007
Job Associate at KPMG US
Industry Law Practice
Experience
KPMG US  June 2014 - Present
H&R Block  January 2014 - April 2014
University of Missouri-Kansas City  August 2010 - May 2013
Freightquote.com  May 2008 - July 2009
SolomonEdwardsGroup, LLC.   October 2007 - February 2008
State Street   July 2006 - October 2007

Skills
Financial Analysis, Accounting, Finance, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Sales, Account Management, Contract Negotiation, Risk Management, Recruiting, Research, Negotiation, Team Leadership

Education
University of Missouri-Kansas City School of Law   2013 — 2013
Master's Degree, Tax Law/Taxation

University of Missouri-Kansas City School of Law   2010 — 2013
J.D., Law

University of Missouri-Columbia   2002 — 2006
Bachelor's, Dual - Finance & Banking/ Real Estate

Ted Lambert, PMP Ted Lambert, PMP Scottsdale, Arizona Details
Ted Lambert, PMP's State Street Experience 1998 - 2007
Job IT Director, Project Management at CVS Health
Industry Health, Wellness and Fitness
Experience
CVS Caremark  January 2011 - Present
CVS Caremark  2007 - December 2010
State Street   1998 - 2007

Education
University of Massachusetts, Amherst   1993 — 1995
Chemistry and Molecular Biology

Vanderbilt University   1990 — 1992

Yuri Brightly Yuri Brightly Greater Boston Area Details
Yuri Brightly's State Street Experience October 2001 - July 2005
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets  March 2013 - Present
Fidelity Capital Markets  November 2011 - March 2013
Fidelity Prime Services   July 2008 - November 2011
PNC GIS  July 2005 - July 2008
State Street   October 2001 - July 2005

Skills
FINRA Registrations:..., Series 24

Education
University of Massachusetts, Amherst   1997 — 2001
Economics & Philosophy

Sue Doherty Sue Doherty Greater Boston Area Details
Sue Doherty's State Street Experience January 2005 - Present
Job Officer at State Street
Industry Information Technology and Services
Experience
State Street   January 2005 - Present

Education
University of Massachusetts, Amherst   1991 — 1995

Jason Caggiano Jason Caggiano Greater Boston Area Details
Jason Caggiano's State Street Experience June 2006 - October 2013
Job Commercial Risk Mangement
Industry Financial Services
Experience
RBS Citizens  October 2013 - Present
State Street   June 2006 - October 2013
Fidelity Investments  May 2004 - June 2006
Central Intelligence Agency  2001 - 2003

Skills
Banking, Capital, Risk, Bloomberg, Financial Risk, Equities, Finance, Regulatory Capital, Portfolio Management, Credit Risk, Basel II, Financial Analysis, Risk Management, Credit, Financial Reporting, Derivatives, Capital Markets, Fixed Income, Market Risk, Series 7, Credit Analysis

Education
University of Miami - School of Business   1999 — 2001

US Coast Guard Academy   1997 — 1999

Sarah Cheam Sarah Cheam Sacramento, California Area Details
Sarah Cheam's State Street Experience Associate IIState Street2007 - Present
Job Associate II at State Street
Industry Accounting
Experience
State Street   Associate IIState Street2007 - Present

Education
University of Minnesota-Twin Cities

Chris Frerking Chris Frerking Greater Chicago Area Details
Chris Frerking's State Street Experience May 2002 - October 2006
Job Director of Finance at CCH, a Wolters Kluwer Business
Industry Information Technology and Services
Experience
CCH, a Wolters Kluwer Business  July 2011 - Present
CCH  July 2010 - July 2011
H&R BLOCK  February 2008 - December 2010
H&R Block  October 2006 - February 2008
State Street   May 2002 - October 2006
State Street   July 2000 - May 2002
State Street   May 1999 - July 2000

Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Essbase, Forecasting, Process Improvement, Fund Accounting, Variance Analysis, Hyperion Enterprise, Portfolio Management, Bloomberg, Risk Management, Finance, Income Statement, Mutual Funds, Budgets, Equities, Strategic Planning, Business Analysis, Strategic Financial..., Auditing, Analysis, Competitive Analysis, General Ledger, P

Education
University of Missouri-Kansas City   2001 — 2003
MBA, Finance

University of Missouri-Columbia, College of Business   1995 — 1999
Bachelor of Science (BS), Finance, General

Ryan Wiswesser Ryan Wiswesser Anchorage, Alaska Details
Ryan Wiswesser's State Street Experience 2004 - March 2012
Job Owner Alaska Artisanal Specialty Foods
Industry Retail
Experience
Alaska Artisanal Specialty Foods   January 2013 - Present
State Street   2004 - March 2012
Ernst & Young, L.L.P.   2001 - 2003

Skills
CPA, Financial Services, Asset Management, Business Analysis, Internal Controls, Risk Management, Financial Reporting, Process Improvement, Due Diligence, Sarbanes-Oxley Act, Finance, Alternative Investments, Forecasting, Business Process..., Financial Accounting, Change Management

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2001

University of Michigan

Amy Faber Amy Faber Greater Boston Area Details
Amy Faber's State Street Experience February 2011 - Present
Job AVP/ Senior Business Analyst at State Street
Industry Financial Services
Experience
State Street   February 2011 - Present
ZeroChaos  February 2009 - May 2011
State Street Corporation  November 2007 - January 2009
State Street Corporation  May 2005 - November 2007

Skills
Credit, Credit Risk, Banking, Business Analysis, Analysis, Basel II, Enterprise Risk..., Risk Management, Portfolio Management, Relationship Management, Financial Analysis

Education
University of Miami   1996 — 2000
Bachelor of Business Administration (BBA), Finance; Business Law Minor

Joshua Welch Joshua Welch Boston, Massachusetts Details
Joshua Welch's State Street Experience June 2015 - Present
Job Quantitative Developer State Street Financial
Industry Financial Services
Experience
State Street   June 2015 - Present
Tesseract Asset Management, LLC   April 2012 - Present
Lockheed Martin  June 2008 - April 2012

Skills
Small Business Lending, Alternative Investments, Merchant Cash Advance, Venture Capital, Merchant Card Processing, Purchase Financing, Capital Equipment, Money Management, Systems Engineering, Matlab, Testing, Simulations, Engineering, Aerospace, Embedded Systems, Investments, Portfolio Management, Program Management, Trade Studies, Space Systems, Equities, Engineering Management, DoD, Requirements Management, System Design, Simulink, System Architecture, Labview

Education
University of Michigan   2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering

Bryan Jett Bryan Jett Kansas City, Missouri Area Details
Bryan Jett's State Street Experience July 2011 - June 2014
Job Investment Accountant Oversight Specialist at American Century Investments
Industry Accounting
Experience
American Century Investments  June 2014 - Present
State Street   July 2011 - June 2014
State Street   June 2007 - July 2011
Westlake Hardware  February 2003 - May 2006

Skills
Reconciliation, Excel, Accounting, Financial Reporting, Process Improvement, Access, Word, PowerPoint, Balance, General Ledger, Pricing, Financial Analysis, Compliance, Auditing, Account Reconciliation, Internal Controls, Finance, Investments, Bloomberg, Leadership, Financial Services, Strategic Planning, Mutual Funds

Education
University of Missouri-Kansas City   2007 — 2008
MBA, Entrepreneurship, Finance

University of Missouri-Columbia   2002 — 2006
Business Administration, Management, Real Estate

Tue Duc Le Tue Duc Le Greater Boston Area Details
Tue Duc Le's State Street Experience June 2015 - Present
Job Senior Associate, Alternative Investments PE at State Street
Industry Investment Banking
Experience
State Street   June 2015 - Present
Citigroup  March 2008 - May 2015
State Street   February 2007 - February 2008

Skills
Bloomberg, Asset Management, Excel, Fund Accounting, Fund Administration, Reconciliation, Corporate Actions, Cash, Equities, Accruals, FX, Balance, Cash Flow, Swaps, Hedge Funds, Derivatives, Bloomberg Terminal, Securities, Accounting, General Ledger, Hedge Accounting, Credit Derivatives, Equity Derivatives, FX Hedging, Account Reconciliation, Finance, Fund Of Funds, Microsoft Excel, FX Options

Education
University of Massachusetts, Amherst

Sam Mejia, CPA Sam Mejia, CPA Greater St. Louis Area Details
Sam Mejia, CPA's State Street Experience 1997 - 1998
Job Director Sales
Industry Computer Software
Experience
SS&C Technologies  November 2014 - Present
SS&C  2007 - Present
Marshall Swift & Boeckh   2006 - 2007
CheckFree  June 2002 - June 2005
QED Information Systems   May 1999 - May 2002
Conning Asset Management  1998 - 1999
State Street   1997 - 1998
Princeton Financial Systems  June 1992 - August 1996
ITT Lyndon Insurance Group   June 1986 - June 1992
Laclede Gas Company  1984 - 1986

Skills
Insurance, Accounting, Investments, Financial Services, Strategic Planning, Business Analysis, Solvency II - Lloyds..., CRM, Management, Finance, Asset Management, Risk Management, Business Development, Hedge Funds, Process Improvement, Financial Analysis, Product Management

Education
University of Missouri-Columbia, College of Business   1983 — 1984
MBA, Finance

University of Missouri-Columbia   1979 — 1984
BSBA/MBA, Marketing/Finance and Accounting

Maureen Brinker Rathnakumar Maureen Brinker Rathnakumar Greater Chicago Area Details
Maureen Brinker Rathnakumar's State Street Experience November 2003 - August 2005
Job Vice President, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   June 2014 - Present
J.P. Morgan Asset Management   January 2013 - June 2014
JPMorgan Chase  November 2009 - April 2012
Susquehanna International Group  April 2006 - September 2008
A.G. Edwards & Sons, Inc.   August 2005 - April 2006
State Street   November 2003 - August 2005

Education
University of Missouri-Columbia, College of Business   1998 — 2002
BS, Finance

Lindsey Heitman Lindsey Heitman Denver, Colorado Details
Lindsey Heitman's State Street Experience October 2001 - August 2005
Job Data Consultant at Colorado Department of Education
Industry Education Management
Experience
Colorado Department of Education  August 2012 - Present
SunGard  March 2008 - November 2010
Janus Capital Group  September 2005 - July 2007
State Street   October 2001 - August 2005

Skills
Business Analysis, Financial Analysis, Risk Management, Crystal Reports, Microsoft Office, Equities, Analysis, Training, Data Management, Leadership, Management, Customer Service

Education
University of Missouri-Columbia   1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General

Agnes (Arcelona) Stupp Agnes (Arcelona) Stupp Kansas City, Missouri Area Details
Agnes (Arcelona) Stupp's State Street Experience February 2010 - July 2010
Job Payroll Application Specialist | Data Analyst | Reporting Analyst
Industry Human Resources
Experience
Sedgwick LLP  May 2015 - Present
Waddell & Reed Financial, Inc   July 2010 - May 2015
State Street   February 2010 - July 2010
Ceridian  October 2005 - December 2008
Compdata Surveys  January 2005 - July 2005
Top Resources/Comskill Learning Center   October 2004 - January 2005
Ceridian  July 1996 - July 2000

Skills
Payroll, HRIS, Data Analysis, SQL, Employee Benefits, Process Improvement, Analysis, Training, Project Management, Time Management, Troubleshooting, Accounting, Ceridian, Microsoft Excel, Microsoft Office, Requirements Analysis, Telecommunications, New Business Development, Business Analysis, Business Process..., Business Process, Outlook, Requirements Gathering, Human Resources, Team Building

Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Statistics

James Bernal James Bernal Greater Atlanta Area Details
James Bernal's State Street Experience 1998 - 2004
Job Corporate Actions Vendor Liaison at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  July 2013 - Present
SunTrust Bank  November 2005 - June 2013
State Street   1998 - 2004
Deutsche Bank  February 1998 - January 2000

Skills
Risk Management, Banking, Portfolio Management, Financial Analysis, Asset Management, Business Analysis, Leadership, Mutual Funds, Customer Service, Equities

Education
University of Missouri-Columbia
Bachelor of Science Business Administration, Marketing

Unversity of Georgia
Master of Business Administration (MBA)

Allen Strain Allen Strain Kansas City, Missouri Area Details
Allen Strain's State Street Experience February 1995 - December 2008
Job Independent Director, Audit Committee Chair at Scout Funds
Industry Financial Services
Experience
Scout Funds   2012 - Present
The Kauffman Foundation  January 2012 - April 2014
The Kauffman Foundation  May 2010 - March 2012
University of Missouri-Kansas City  January 2009 - May 2010
State Street   February 1995 - December 2008
Investors Fiduciary Trust Company  April 1982 - January 1995
Ernst & Ernst  December 1978 - April 1982

Skills
Strategic Planning, Management, Information Technology, Operations Management, CRM, Product Development, Entrepreneurship, Finance, Accounting, Strategy, Banking, Auditing, Executive Management, Internal Controls, Human Resources, Leadership, Budgets, Process Improvement, Business Process..., Charity Work, Philanthropy, Social Entrepreneurship, Social Marketing, Financial Accounting, Equality & Diversity, Diversity & Inclusion

Education
Center for Creative Leadership   1994 — 1994
none, executive development

Executive Technique   1990 — 1990
none, presentation technique

University of Missouri-Columbia, College of Business   1977 — 1978
MA, Accounting

University of Missouri-Columbia, College of Business   1970 — 1977
BS, Accounting

David Rising David Rising Greater Boston Area Details
David Rising's State Street Experience April 2015 - Present
Job VP at State Street
Industry Financial Services
Experience
State Street   April 2015 - Present
Santander USA   October 2013 - Present
RBS Citizens Financial Group  October 2011 - June 2013
Cambridge Associates  July 2008 - May 2011

Skills
Risk Management, Stochastic Modeling, Hedge Funds, Financial Engineering, Alternative Investments, Derivatives, Fixed Income, Fund Of Funds, Financial Modeling, Investment Management, VBA, Statistics, Quantitative Finance, Quantitative Research, SAS, Matlab, Asset Allocation, Quantitative Analytics, Quant Development, Portfolio Optimization, Monte Carlo, Finite Difference, Finite Difference Method, Stochastic Differential..., Numerical Linear Algebra, Stochastic Calculus, Quant Finance, Partial Differential..., Computational..., Markov Chains, Stochastic Simulation, Principal Component..., GARCH, Linear Models, Long/Short Equity, Manager Selection, Alternative Investment..., Risk Budgeting, Global Tactical Asset..., Attribution, Risk Metrics, Portfolio Risk, Performance Attribution, LaTeX, Time Series Analysis, Stochastic Processes, Factor Analysis, VAR, Quantitative Investing, Market Risk

Education
University of Michigan   2006 — 2007
MSc, Financial Engineering

Technical University of Berlin   2001 — 2006
Probability and Mathematical Finance

University of Chicago   1985 — 1989
A.B., Philosophy

Cranbrook School   1972 — 1984
High School

Jeremy Newell Jeremy Newell Kansas City, Missouri Area Details
Jeremy Newell's State Street Experience July 2005 - April 2011
Job Business Analyst
Industry Financial Services
Experience
Federal Reserve Bank of Minneapolis  July 2014 - Present
Federal Reserve Bank of Kansas City  November 2012 - June 2014
Federal Reserve Bank of Kansas City  April 2011 - November 2012
State Street   July 2005 - April 2011

Skills
Financial Analysis, Customer Service, Banking, Process Improvement, Accounting, Microsoft Excel, Mutual Funds, Investments, Business Analysis, Financial Reporting, Project Management, Managerial Finance, Finance, Change Management, Nintex SharePoint..., SharePoint, Risk Management, Financial Modeling, Financial Services

Education
University of Missouri-Columbia, College of Business   2002 — 2005
Bachelors, Finance

Brian Steadman Brian Steadman Kansas City, Missouri Area Details
Brian Steadman's State Street Experience January 2006 - September 2007
Job Director Investor Relations at The Kansas City Southern Railway Company
Industry Transportation/Trucking/Railroad
Experience
The Kansas City Southern Railway Company  June 2014 - Present
Kansas City Southern  July 2013 - June 2014
Kansas City Southern  April 2010 - September 2013
Kansas City Southern  October 2007 - April 2010
State Street   January 2006 - September 2007

Skills
Budget, Cash Flow Forecasting, Management, Finance, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Pricing, Analysis, Financial Modeling, Microsoft Excel, SEC Financial Reporting, Capital Markets, Bloomberg, Covenant Compliance, Cash Management, Fixed Income, Certified Treasury..., Treasury Management, Loans, Portfolio Management, Auditing, SAP, SEC filings, TM1, Enterprise Risk..., Business Continuity..., Budgets

Education
University of Missouri-Kansas City   2010 — 2012
Master of Business Administration (MBA), International Business

University of Missouri-Columbia   2002 — 2005
BS, Finance

Zhicong Peng Zhicong Peng Greater Boston Area Details
Zhicong Peng's State Street Experience June 2006 - Present
Job Securities Service Administrator at State Street
Industry Financial Services
Experience
State Street   June 2006 - Present
Circa 3, LLC (Amvona.com)   February 2005 - June 2006

Education
University of Massachusetts, Amherst   2000 — 2004
B.A., Economics

Scott Mettler Scott Mettler Greater St. Louis Area Details
Scott Mettler's State Street Experience May 2006 - June 2008
Job Senior Manager at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts  December 2012 - Present
Express Scripts  August 2011 - December 2012
Express Scripts  June 2008 - August 2011
State Street   May 2006 - June 2008

Skills
Financial Analysis, Excel, Financial Modeling, Access, Word, Oracle SQL, Teradata, Visual Basic, SQL, Data Analysis, Pricing

Education
University of Missouri-Saint Louis   2010 — 2013
MBA

University of Missouri-Columbia
Bachelors, Finance

Erika Henry Erika Henry Orlando, Florida Area Details
Erika Henry's State Street Experience 2003 - 2006
Job Foreign Military Sales Contractor US Army
Industry Defense & Space
Experience
Good2Go Event Management, Inc.   March 2010 - Present
American Century Investments  June 2006 - November 2009
State Street   2003 - 2006

Skills
Accounting, Finance, Investments, Analysis, Account Reconciliation, Microsoft Excel, Project Planning, Active DoD Secret..., DoD, Project Management

Education
University of Missouri-Columbia   1998 — 2002
Finance, Financial Planning and Services

Sheila Rodrigues Carter Sheila Rodrigues Carter Greater Boston Area Details
Sheila Rodrigues Carter's State Street Experience March 2008 - October 2012
Job Assistant Vice President at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  September 2012 - Present
State Street   March 2008 - October 2012
MFS Investment Management  September 2000 - March 2008

Skills
Series 7, Series 24, Series 63, Compliance Management, Code of Ethics

Education
University of Massachusetts, Amherst   1993 — 1997
BA, Finance

Laura Brookman Laura Brookman Kansas City, Missouri Area Details
Laura Brookman's State Street Experience December 2014 - Present
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street   December 2014 - Present
State Street Bank  March 2008 - Present
State Street   March 2008 - May 2010

Skills
Director of Special..., Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Financial Reporting, Fixed Income, Equities, Corporate Actions, Account Reconciliation, Accounting, Securities, Fund Administration

Education
University of Missouri-Columbia   2003 — 2007
Bachelor's degree, Finance, General

Brenda Salyer Brenda Salyer Springfield, Massachusetts Area Details
Brenda Salyer's State Street Experience 2000 - 2004
Job CEO & CoFounder at Veterinary Emergency & Specialty Hospital
Industry Veterinary
Experience
Veterinary Emergency & Specialty Hospital   2005 - Present
State Street   2000 - 2004
Federal Reserve Bank of Boston  1995 - 2000
Harvard University  1982 - 1993

Skills
Marketing, Project Management, Online Marketing, Strategy, Business Analysis, Leadership, Business Strategy, Strategic Planning, Marketing Strategy, Team Building, Social Media, Management, Social Media Marketing, Program Management, CRM, Marketing Communications

Education
University of Michigan
B.A.

Timothy Panaro Timothy Panaro Greater Boston Area Details
Timothy Panaro's State Street Experience March 1985 - May 2014
Job VP Institutional Fund AccountingClient Management at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
State Street   March 1985 - May 2014

Skills
Operations Management, Manage Client..., Accounting, Financial Accounting, Customer Service, Financial Reporting, Financial Analysis, Negotiating Fees, Operational Risk..., Interviews, Hiring, Budgets, Microsoft Excel, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Windows, English, Financial Services, Mutual Funds, Equities, Asset Management, Fixed Income, Securities, CRM, Internal Audit, Process Improvement, Hedge Funds, Research, Investments, Risk Management, Fund Accounting, Banking, Management, Relationship Management, Valuation, Global Custody, Middle Office, Account Reconciliation, Fund Of Funds, Back Office, Project Management, Settlement, Managing Workflow

Education
University of Massachusetts, Amherst   1980 — 1984
BBA, Accounting

University of Massachusetts, Amherst   1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting

Mike Wates Mike Wates Kansas City, Missouri Area Details
Mike Wates's State Street Experience June 2009 - March 2010
Job Vice President, Operations Manager Planning at Swiss Re
Industry Logistics and Supply Chain
Experience
Swiss Re  June 2015 - Present
Swiss Re  March 2013 - June 2015
Swiss Re  March 2010 - March 2013
State Street   June 2009 - March 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking

Education
University of Missouri-Columbia   2002 — 2006
BS, Business Administration and Management, General

Connor Tobin Connor Tobin Miami, Florida Details
Connor Tobin's State Street Experience June 2013 - January 2014
Job Risk Advisory Services at EY
Industry Accounting
Experience
EY  August 2015 - Present
Capital Bank (Capital Bank Financial Corp.)   September 2014 - February 2015
EY  June 2014 - August 2014
State Street   June 2013 - January 2014
Analog Group   June 2010 - June 2013

Skills
Requisition Management, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Staffing Services, Screening Resumes, Program Management, Analog, Semiconductors, Semiconductor Industry, Engineers, Staff Augmentation, DC-DC, Manufacturing, Electronics, Candidate Generation, Electrical Engineering, Sourcing, Firmware, Executive Search, Engineering Management, ASIC, Human Resources, Vendor Management, Testing, Search, Reliability, IC, RPO, Temporary Placement, New Business Development, RF, Permanent Placement, Corporate Recruiting, PCB design, Networking, Talent Acquisition, Resource Management, Social Networking, IT Recruitment, Contract Recruitment, Power Electronics, Recruiting, Account Management, Business Development, EDA, Deferred Compensation, Screening, College Recruiting, Benefits Negotiation

Education
University of Miami   2014 — 2015
Master's Degree, Accounting

University of Miami   2010 — 2014
Bachelor's Degree, Finance & Accounting

Walpole High School

Michelle Jans Michelle Jans Kansas City, Missouri Area Details
Michelle Jans's State Street Experience May 2007 - November 2013
Job Client Relationship Accountant Specialist at State Street
Industry Financial Services
Experience
Commerce Bank  November 2013 - Present
State Street   May 2007 - November 2013
University of Missouri Health Care  September 2005 - May 2007

Skills
Account Reconciliation, Financial Analysis, Fund Accounting, Accruals, Financial Reporting, Accounting, General Ledger, Financial Accounting, Financial Statements, Fund Administration, Internal Controls, GAAP, Auditing, Bank Reconciliation, Variance Analysis, Problem Solving, Project Execution, Change Management

Education
Keller University Graduate School of Management   2008 — 2011
Master's degree, Project Management

University of Missouri-Columbia   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Emily Karr Emily Karr Kansas City, Missouri Area Details
Emily Karr's State Street Experience August 2011 - Present
Job Portfolio Accountant at State Street
Industry Banking
Experience
State Street   August 2011 - Present
US Bank  January 2011 - August 2011
Community Bank and Trust  2010 - 2011

Skills
Loans, Credit, Banking, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Accounting, Financial Accounting, Fund Accounting, Bookkeeping

Education
University of Missouri-Columbia   2005 — 2009
financial planning, finance

Cody Frizzell Cody Frizzell Kansas City, Missouri Area Details
Cody Frizzell's State Street Experience September 2013 - December 2013
Job Inventory Analyst at Wireless Lifestyle
Industry Wireless
Experience
Wireless Lifestyle  September 2014 - Present
State Street   September 2013 - December 2013

Skills
Financial Statement..., Bloomberg Terminal, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Bloomberg, Investment Banking, Equities, Derivatives, Investments, Portfolio Management, Financial Markets, Banking, Economics, Microsoft Excel, Accounting, PowerPoint, Private Equity, Trading, Business Valuation, Risk Management, Teamwork, Credit Analysis, VBA, Asset Management, Analysis, Microsoft Word, Data Analysis, Fixed Income, Financial Reporting, Time Management, Capital Markets, Financial Services, Mutual Funds, Financial Planning

Education
University of Missouri-Kansas City   2015 — 2017
Master of Business Administration (M.B.A.)

University of Missouri-Columbia   2010 — 2014
Bachelor of Business Administration (B.B.A.), Business/Finance

Timothy Sarro Timothy Sarro Waltham, Massachusetts Details
Timothy Sarro's State Street Experience April 2014 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   April 2014 - Present
State Street   November 2011 - April 2014
State Street   September 2010 - November 2011
State Street   August 2009 - September 2010
State Street   November 2007 - August 2009

Skills
Mutual Funds, Banking, Equities, Fixed Income, Risk Management, Bloomberg, Derivatives, Portfolio Management, Financial Analysis, Securities, Financial Services, Investments, Alternative Investments, Corporate Actions, Fund Of Funds

Education
University of Massachusetts, Amherst   2001 — 2005

Julian Bohn Julian Bohn Columbia, Missouri Area Details
Julian Bohn's State Street Experience August 2015 - Present
Job Financial Services Intern at State Street
Industry Financial Services
Experience
State Street   August 2015 - Present
Mc  August 2013 - Present
University of Missouri  May 2013 - August 2013
University of Illinois  June 2011 - August 2011

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Organization, Bilingual, AutoCAD 2013, Financial Accounting

Education
University of Missouri-Kansas City   2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General

University of Missouri-Columbia   2012 — 2013
Bachelor of Science (B.S.), Mechanical Engineering

Tiffany Aleman Tiffany Aleman Boston, Massachusetts Details
Tiffany Aleman's State Street Experience June 2009 - August 2009
Job Operating Room Facilitator at Brigham and Women's Hospital
Industry Marketing and Advertising
Experience
BMC HealthNet Plan  April 2012 - September 2012
MassBay Community College  December 2011 - April 2012
Vine Street Community Center   July 2011 - August 2011
Resurrection Lutheran Church  July 2010 - August 2010
University of Massachusetts Amherst  January 2009 - May 2010
State Street   June 2009 - August 2009
Bingham McCutchen  June 2008 - August 2008
MyTown   2004 - 2004

Skills
Healthcare Management, Management, Research, Public Speaking, PowerPoint, Outlook, Human Resources, Employee Relations

Education
University of Massachusetts, Amherst   2007 — 2011
BACHELOR OF ARTS

Boston Latin Academy

Nathan Crowe Nathan Crowe Overland Park, Kansas Details
Nathan Crowe's State Street Experience January 2008 - May 2011
Job Sales Executive at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  May 2011 - Present
State Street   January 2008 - May 2011

Skills
Sales, Technology, Healthcare, Complex Sales, Sales Operations, Account Management, Solution Selling, Sales Management, New Business Development, Direct Sales, Salesforce.com, Sales Process

Education
University of Missouri-Columbia   2002 — 2007
Bachelor of Science (BS), Economics

Janine L. Cohen, CPA Janine L. Cohen, CPA Lexington, Massachusetts Details
Janine L. Cohen, CPA's State Street Experience September 1992 - August 2003
Job Financial and Compliance Executive
Industry Financial Services
Experience
AER Advisors, Inc.   September 2003 - September 2013
State Street   September 1992 - August 2003
The Patriot Group, Inc.   August 1986 - May 1992
Gardner and Preston Moss, Inc.   1981 - 1986

Skills
Strategic Planning, Nonprofits, Public Speaking, Investments, Strategy, Start-ups, Financial Services, Risk Management

Education
University of Minnesota-Twin Cities   1970 — 1974
Bachelor of Science (BS), Mathematics and accounting

Kenneth Marrs Kenneth Marrs Hayward, California Details
Kenneth Marrs's State Street Experience October 1996 - November 1999
Job Database Administrator at UC Berkeley
Industry Higher Education
Experience
UC Berkeley  June 2007 - Present
CitiStreet  December 1999 - April 2007
State Street   October 1996 - November 1999

Skills
Oracle, Oracle Enterprise..., Microsoft SQL Server, MySQL, PostgreSQL, Linux, Oracle PL/SQL..., Performance Tuning, Toad, Unix Shell Scripting, SQL, Databases, Unix, Shell Scripting, Business Analysis, Database Administration, Data Migration, Integration, ETL, Enterprise Architecture

Education
University of Missouri-Columbia   1977 — 1982
Bachelor of Arts (B.A.), Computer Science

Larnell Smith Larnell Smith Kansas City, Missouri Area Details
Larnell Smith's State Street Experience August 2010 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   August 2010 - Present
State Street   January 2007 - August 2010
State Street   August 2004 - January 2007

Skills
Team Leadership, Cross-functional Team..., Teamwork, Team-oriented, Communication, Problem Solving, Listening to customers, Positive Personality, Positive Can-do Attitude, Learning Quickly, Organization, Flexible to Change, Microsoft Office, Microsoft Excel, Microsoft Word, Operations Management, Work Ethic, Critical Thinking, Best Practices, Operational Efficiency

Education
University of Missouri-Columbia   1999 — 2003
Bachelors of Science Degree, Business Finance and Real Estate

Similar Companies