State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
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
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
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)
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street January 2005 - Present
Education
University of Massachusetts, Amherst 1991 — 1995
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
State Street Associate IIState Street2007 - Present
Education
University of Minnesota-Twin Cities
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
State Street June 2006 - Present
Circa 3, LLC (Amvona.com) February 2005 - June 2006
Education
University of Massachusetts, Amherst 2000 — 2004
B.A., Economics
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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