State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
Employee
Years
Job
Industry
Tim Penland, CPA Tim Penland, CPA's State Street Experience April 2009 - January 2012
Job Senior Accountant, Financial Reporting at AMC Theatres
Industry Financial Services
Experience
AMC Theatres June 2014 - Present
Marks Nelson Vohland Campbell Radetic LLC December 2012 - June 2014
State Street April 2009 - January 2012
Black & Veatch 2012 - 2012
Boone County National Bank July 2008 - April 2009
University of Missouri October 2007 - July 2008
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Reporting, Financial Accounting, GAAP
Education
University of Missouri-Kansas City 2010 — 2011
Master's of Science, Accounting
University of Missouri 2004 — 2008
Bachelor of Science, Business; Finance and Banking
AMC Theatres June 2014 - Present
Marks Nelson Vohland Campbell Radetic LLC December 2012 - June 2014
State Street April 2009 - January 2012
Black & Veatch 2012 - 2012
Boone County National Bank July 2008 - April 2009
University of Missouri October 2007 - July 2008
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Reporting, Financial Accounting, GAAP
Education
University of Missouri-Kansas City 2010 — 2011
Master's of Science, Accounting
University of Missouri 2004 — 2008
Bachelor of Science, Business; Finance and Banking
Chris Fenn Chris Fenn's State Street Experience January 2014 - Present
Job Fund Accountant II at State Street
Industry Financial Services
Experience
State Street January 2014 - Present
State Street January 2013 - January 2014
Winter Park Resort October 2011 - November 2012
Elkhorn Glass Inc September 2010 - September 2011
Skills
Customer Service, Office Management, Payroll, Data Entry, Invoicing, Accounting, Resorts, Event Management, Event Planning, Marketing, Social Media Marketing, Social Media, Hospitality, Microsoft Office, Budgets, Marketing Strategy, PowerPoint, Microsoft Excel, Marketing Communications
Education
University of Nebraska-Lincoln 2007 — 2010
Bachelor's of Science, Business Administration and Management, General
State Street January 2014 - Present
State Street January 2013 - January 2014
Winter Park Resort October 2011 - November 2012
Elkhorn Glass Inc September 2010 - September 2011
Skills
Customer Service, Office Management, Payroll, Data Entry, Invoicing, Accounting, Resorts, Event Management, Event Planning, Marketing, Social Media Marketing, Social Media, Hospitality, Microsoft Office, Budgets, Marketing Strategy, PowerPoint, Microsoft Excel, Marketing Communications
Education
University of Nebraska-Lincoln 2007 — 2010
Bachelor's of Science, Business Administration and Management, General
Troy Sholar's State Street Experience June 2009 - October 2010
Job Revenue Cycle Solution Consultant, Sales Alignment at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation July 2015 - Present
Thomson Reuters Elite January 2015 - July 2015
Cerner Corporation April 2013 - January 2015
Cerner Corporation October 2010 - April 2013
State Street June 2009 - October 2010
Skills
Healthcare Information..., Revenue Cycle, EMR, EHR, Practice Management, Software Implementation, Software Consulting, Cerner, Process Consulting, HIPAA, Healthcare Consulting, Microsoft Office, CPOE, Healthcare IT
Education
University of Missouri-Kansas City 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Cerner Corporation July 2015 - Present
Thomson Reuters Elite January 2015 - July 2015
Cerner Corporation April 2013 - January 2015
Cerner Corporation October 2010 - April 2013
State Street June 2009 - October 2010
Skills
Healthcare Information..., Revenue Cycle, EMR, EHR, Practice Management, Software Implementation, Software Consulting, Cerner, Process Consulting, HIPAA, Healthcare Consulting, Microsoft Office, CPOE, Healthcare IT
Education
University of Missouri-Kansas City 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Cassandra Richter Cassandra Richter's State Street Experience May 2015 - Present
Job Operations Analyst Intern at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
Applebee's December 2014 - Present
Applebee's September 2012 - Present
Skills
Skilled Multi-tasker, Organizational..., Teamwork, Customer Service, Leadership, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Training, Sales
Education
University of Missouri-Kansas City 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
State Street May 2015 - Present
Applebee's December 2014 - Present
Applebee's September 2012 - Present
Skills
Skilled Multi-tasker, Organizational..., Teamwork, Customer Service, Leadership, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Training, Sales
Education
University of Missouri-Kansas City 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chetan Sonawane Chetan Sonawane's State Street Experience January 2014 - Present
Job QA Program Delivery Manager at State Street
Industry Information Technology and Services
Experience
State Street January 2014 - Present
Wipro Technologies January 2010 - December 2013
Credit Suisse January 2010 - December 2013
Patni Computer Systems November 2005 - June 2010
Skills
Regression Testing, Manual Testing, QTP, Quality Center, Test Management, Test Strategy, System Testing, Usability Testing, User Acceptance Testing, Testing, Test Cases, Defect Tracking, Bug Tracking, Functional Testing, Software Documentation, Test Execution, Test Estimation, Test Automation, Integration Testing, Performance Testing, System Integration..., V-Model, Agile Testing, Bugzilla, ISTQB, LoadRunner, WinRunner, Waterfall, Web Testing, Software Quality..., Exploratory Testing, ClearQuest, JIRA, SDLC, HP Quality Center, Requirements Analysis, Software Project..., Agile Methodologies, Management, Project Management, Analysis, Business Analysis, Test Planning, Vendor Management, Pre-sales, Requirements Gathering, HP QTP
Education
University of Mumbai 2001 — 2005
B.Tech
VJTI, Mumbai University in 2005 2001 — 2005
Bachelor of Engineering, Mumbai
State Street January 2014 - Present
Wipro Technologies January 2010 - December 2013
Credit Suisse January 2010 - December 2013
Patni Computer Systems November 2005 - June 2010
Skills
Regression Testing, Manual Testing, QTP, Quality Center, Test Management, Test Strategy, System Testing, Usability Testing, User Acceptance Testing, Testing, Test Cases, Defect Tracking, Bug Tracking, Functional Testing, Software Documentation, Test Execution, Test Estimation, Test Automation, Integration Testing, Performance Testing, System Integration..., V-Model, Agile Testing, Bugzilla, ISTQB, LoadRunner, WinRunner, Waterfall, Web Testing, Software Quality..., Exploratory Testing, ClearQuest, JIRA, SDLC, HP Quality Center, Requirements Analysis, Software Project..., Agile Methodologies, Management, Project Management, Analysis, Business Analysis, Test Planning, Vendor Management, Pre-sales, Requirements Gathering, HP QTP
Education
University of Mumbai 2001 — 2005
B.Tech
VJTI, Mumbai University in 2005 2001 — 2005
Bachelor of Engineering, Mumbai
Amy Trube 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
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
Mackenzie Weis's State Street Experience August 2014 - July 2015
Job Actively Seeking Employment in Omaha, NE
Industry Accounting
Experience
State Street August 2014 - July 2015
Cline Williams Wright Johnson & Oldfather, L.L.P August 2013 - August 2014
Farm Bureau Financial Services November 2012 - April 2014
The Buckle May 2012 - August 2012
Nebraska Department of Insurance February 2012 - May 2012
Skills
Teamwork, PowerPoint, Event Planning, Sales, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Time Management, Data Analysis, Accounting, Leadership, Team Leadership, Highly detail oriented, Organization, Highly responsible, Communication Skills, Positivity, Big Picture View, Communication
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
KHS 2006 — 2010
State Street August 2014 - July 2015
Cline Williams Wright Johnson & Oldfather, L.L.P August 2013 - August 2014
Farm Bureau Financial Services November 2012 - April 2014
The Buckle May 2012 - August 2012
Nebraska Department of Insurance February 2012 - May 2012
Skills
Teamwork, PowerPoint, Event Planning, Sales, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Social Media, Time Management, Data Analysis, Accounting, Leadership, Team Leadership, Highly detail oriented, Organization, Highly responsible, Communication Skills, Positivity, Big Picture View, Communication
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration, Finance and Marketing
KHS 2006 — 2010
Matthew Shelp's State Street Experience June 2014 - May 2015
Job Billing Coordinator at Littler Mendelson P.C.
Industry Accounting
Experience
Littler Mendelson August 2015 - Present
Accounting Principals May 2015 - August 2015
State Street June 2014 - May 2015
Commerce Bank November 2012 - June 2014
Chick-fil-A June 2008 - February 2013
Bass Pro Shops July 2011 - November 2012
Skills
Customer Service, Finance, Leadership, Microsoft Excel, Cash Handling Experience, Data Entry, Energetic team player, Highly Ambitious, Microsoft Office, Microsoft Word, Customer Satisfaction, Problem Solving, Mathematics, PowerPoint, Public Speaking, Time Management
Education
University of Missouri-Kansas City 2014 — 2016
Bachelor of Science (B.S.), Accounting
Metropolitan Community College-Blue River 2012 — 2014
Associate of Arts (A.A.), Business/Commerce, General, 3.65 GPA
Littler Mendelson August 2015 - Present
Accounting Principals May 2015 - August 2015
State Street June 2014 - May 2015
Commerce Bank November 2012 - June 2014
Chick-fil-A June 2008 - February 2013
Bass Pro Shops July 2011 - November 2012
Skills
Customer Service, Finance, Leadership, Microsoft Excel, Cash Handling Experience, Data Entry, Energetic team player, Highly Ambitious, Microsoft Office, Microsoft Word, Customer Satisfaction, Problem Solving, Mathematics, PowerPoint, Public Speaking, Time Management
Education
University of Missouri-Kansas City 2014 — 2016
Bachelor of Science (B.S.), Accounting
Metropolitan Community College-Blue River 2012 — 2014
Associate of Arts (A.A.), Business/Commerce, General, 3.65 GPA
Erik Witt Erik Witt's State Street Experience July 2015 - Present
Job Operations Specialist, Associate I at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
Stanley Dairy Queen May 2014 - July 2015
Downtown YMCA May 2013 - May 2015
Stanley Dairy Queen May 2012 - August 2012
Stanley Dairy Queen May 2007 - May 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Cash Register, Customer Service, Phone Etiquette, Oral Communication, Written Communication, Writing, Reading Comprehension, Operations Management, Public Speaking, Typing, Cooking, Baking, American History, Military History
Education
University of Nebraska-Lincoln 2010 — 2015
Bachelor of Science, Business Administration; Finance, Chemistry, Pre-Dental Program
State Street July 2015 - Present
Stanley Dairy Queen May 2014 - July 2015
Downtown YMCA May 2013 - May 2015
Stanley Dairy Queen May 2012 - August 2012
Stanley Dairy Queen May 2007 - May 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Cash Register, Customer Service, Phone Etiquette, Oral Communication, Written Communication, Writing, Reading Comprehension, Operations Management, Public Speaking, Typing, Cooking, Baking, American History, Military History
Education
University of Nebraska-Lincoln 2010 — 2015
Bachelor of Science, Business Administration; Finance, Chemistry, Pre-Dental Program
Nicholas LeFebvre Nicholas LeFebvre's State Street Experience October 2014 - Present
Job Transaction Processor, 2 at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street October 2013 - October 2014
Go Green Racing January 2013 - May 2013
University of New England August 2011 - May 2013
Forest Park Country Club May 2011 - May 2013
ACS Youth Soccer May 2011 - June 2011
Bass Water Grill May 2010 - August 2010
Skills
Research, Event Planning, Higher Education, Public Speaking, Student Affairs, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Management, Time Management, Social Media, Social Networking, Community Outreach, Teaching
Education
University of New England 2009 — 2013
Bachelor's of Science degree, Business Administration and Management, General
University of New England
State Street October 2014 - Present
State Street October 2013 - October 2014
Go Green Racing January 2013 - May 2013
University of New England August 2011 - May 2013
Forest Park Country Club May 2011 - May 2013
ACS Youth Soccer May 2011 - June 2011
Bass Water Grill May 2010 - August 2010
Skills
Research, Event Planning, Higher Education, Public Speaking, Student Affairs, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Management, Time Management, Social Media, Social Networking, Community Outreach, Teaching
Education
University of New England 2009 — 2013
Bachelor's of Science degree, Business Administration and Management, General
University of New England
Marline Carter-Brown Marline Carter-Brown's State Street Experience March 2013 - Present
Job Data Management Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2014 - Present
State Street March 2013 - Present
JPMorgan Chase January 2006 - Present
Reece & Nichols Realtors August 2012 - March 2013
NovaStar Mortgage November 2004 - October 2005
Federal Reserve Bank of Kansas January 2001 - January 2004
Skills
Training, Leadership, Financial Analysis, Process Improvement, Budgets, Financial Reporting, Management, Account Reconciliation, CRM, Strategic Planning, Program Management, Finance, Customer Service, Accounts Payable, Microsoft Excel, Microsoft Office, Sales
Education
Baker University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Kansas City
Bachelor of Arts (B.A.), Business and Social Skills
American Century Investments December 2014 - Present
State Street March 2013 - Present
JPMorgan Chase January 2006 - Present
Reece & Nichols Realtors August 2012 - March 2013
NovaStar Mortgage November 2004 - October 2005
Federal Reserve Bank of Kansas January 2001 - January 2004
Skills
Training, Leadership, Financial Analysis, Process Improvement, Budgets, Financial Reporting, Management, Account Reconciliation, CRM, Strategic Planning, Program Management, Finance, Customer Service, Accounts Payable, Microsoft Excel, Microsoft Office, Sales
Education
Baker University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Kansas City
Bachelor of Arts (B.A.), Business and Social Skills
Heather Gillett Heather Gillett's State Street Experience July 2008 - October 2009
Job Accounting/Finance/Administration
Industry Real Estate
Experience
CBRE 2011 - 2014
USDA September 2010 - May 2011
Abercrombie & Fitch November 2009 - May 2010
State Street July 2008 - October 2009
Skills
Business Administration, Accounting, Management, Real Estate Marketing, Financial Accounting, Telephone Reception, Receptionist Duties, Administrative..., Microsoft Excel, Microsoft Office, Data Entry, Spreadsheets, Invoice Processing, Inventory Management, Drafting Correspondence, Customer Service, Proofreading
Education
University of New Hampshire 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
CBRE 2011 - 2014
USDA September 2010 - May 2011
Abercrombie & Fitch November 2009 - May 2010
State Street July 2008 - October 2009
Skills
Business Administration, Accounting, Management, Real Estate Marketing, Financial Accounting, Telephone Reception, Receptionist Duties, Administrative..., Microsoft Excel, Microsoft Office, Data Entry, Spreadsheets, Invoice Processing, Inventory Management, Drafting Correspondence, Customer Service, Proofreading
Education
University of New Hampshire 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
David Dolphin David Dolphin's State Street Experience June 2015 - Present
Job Client Service Specialist at State Street Corporation
Industry Financial Services
Experience
State Street June 2015 - Present
Federal Reserve Bank of Kansas City September 2014 - May 2015
State Street February 2013 - September 2014
State Street February 2011 - February 2013
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor's of Business Administration, Finance
State Street June 2015 - Present
Federal Reserve Bank of Kansas City September 2014 - May 2015
State Street February 2013 - September 2014
State Street February 2011 - February 2013
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor's of Business Administration, Finance
Brandon R. Ell Brandon R. Ell's State Street Experience August 2014 - December 2014
Job Insurance, Client Operations, and Custody Intern at State Street
Industry Financial Services
Experience
State Street August 2014 - December 2014
Farm Bureau Financial Services January 2014 - May 2014
Delta Tau Delta Fraternity May 2013 - September 2013
Kriz Davis Co June 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Property & Casualty..., QuickBooks, Salesforce Training, CRM, CRM Databases, Bloomberg Terminal, SQL, Vlookup, Strata, Tableau, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Event Planning
Education
University of Nebraska-Lincoln 2010 — 2015
Business Administration and Finance
Lincoln East High School 2006 — 2010
State Street August 2014 - December 2014
Farm Bureau Financial Services January 2014 - May 2014
Delta Tau Delta Fraternity May 2013 - September 2013
Kriz Davis Co June 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Property & Casualty..., QuickBooks, Salesforce Training, CRM, CRM Databases, Bloomberg Terminal, SQL, Vlookup, Strata, Tableau, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Event Planning
Education
University of Nebraska-Lincoln 2010 — 2015
Business Administration and Finance
Lincoln East High School 2006 — 2010
Clarence Tan's State Street Experience November 2012 - May 2013
Job K12 Educational Technology Start Ups
Industry E-Learning
Experience
RocketZeal July 2015 - Present
Blazing Soft S.A.S January 2011 - April 2015
RocketZeal 2015 - 2015
RocketZeal 2015 - 2015
State Street November 2012 - May 2013
DST Systems 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Customer Service, Data Analysis, Start-ups, Leadership, Business Analysis, Sales, Team Building, Mutual Funds, IBM Mainframe, Lotus Notes, Process Improvement, PeopleSoft, Time Management, Gamification, Game Development, Game Design, Agile Methodologies, Business Development, E-learning...
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Metropolitan Community College - Longview, Lee's 2008 — 2010
Associates of Arts
RocketZeal July 2015 - Present
Blazing Soft S.A.S January 2011 - April 2015
RocketZeal 2015 - 2015
RocketZeal 2015 - 2015
State Street November 2012 - May 2013
DST Systems 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Analysis, Customer Service, Data Analysis, Start-ups, Leadership, Business Analysis, Sales, Team Building, Mutual Funds, IBM Mainframe, Lotus Notes, Process Improvement, PeopleSoft, Time Management, Gamification, Game Development, Game Design, Agile Methodologies, Business Development, E-learning...
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Metropolitan Community College - Longview, Lee's 2008 — 2010
Associates of Arts
Amruta Vaidya Gorhe Amruta Vaidya Gorhe's State Street Experience 2014 - Present
Job Business Analyst at State Street
Industry Investment Banking
Experience
State Street 2014 - Present
Worcester Polytechnic Institute January 2013 - December 2014
Tata Capital February 2010 - August 2012
Amit Nalin Securities May 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis, Research, Business Analysis, Strategic Planning, Corporate Finance, Project Management, Customer Service, Team Management, Management, Requirements Analysis, Budgets, SQL, Data Analysis, Process Improvement
Education
Worcester Polytechnic Institute 2013 — 2014
Master's Degree
Mumbai University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
State Street 2014 - Present
Worcester Polytechnic Institute January 2013 - December 2014
Tata Capital February 2010 - August 2012
Amit Nalin Securities May 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis, Research, Business Analysis, Strategic Planning, Corporate Finance, Project Management, Customer Service, Team Management, Management, Requirements Analysis, Budgets, SQL, Data Analysis, Process Improvement
Education
Worcester Polytechnic Institute 2013 — 2014
Master's Degree
Mumbai University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jessica Nebelsick Jessica Nebelsick's State Street Experience August 2015 - Present
Job Assistant Vice President at State Street, CFA Level 2 Candidate
Industry Financial Services
Experience
State Street August 2015 - Present
State Street August 2013 - August 2015
State Street February 2011 - August 2013
State Street March 2009 - February 2011
Charlotte Russe November 2009 - September 2010
State Street April 2008 - March 2009
SI International August 2007 - April 2008
Charlotte Russe November 2006 - April 2008
Skills
Microsoft Office, Fund Accounting, Research, Time Management, Financial Analysis, Accounting, Customer Service, Investments, Bloomberg, Analysis, Teamwork, Equities, PowerPoint, Securities, Microsoft Excel, Microsoft Word, Team Leadership, Account Reconciliation, 10 Key, Problem Solving, Organizing, Fixed Income, Fast Learning, Eager To Learn, Typing, Pricing, Reconciliation, Excel, Access, Outlook, Spanish, Data Analysis, General Ledger, Asset Management, Multi Tasking, Tax Preparation, Employee Training, Goal Setting, Yields, Interpersonal Skill, Technical Writing, Mutual Funds, Bonds, Convertible Bonds, Inflation-indexed bond, MBS, Interact with All..., Managerial Finance, Management, Financial Services
Education
University of Nebraska-Lincoln 2002 — 2007
Bachelor's of Science
Temple University Japan 2006 — 2006
Non-Degree Program
State Street August 2015 - Present
State Street August 2013 - August 2015
State Street February 2011 - August 2013
State Street March 2009 - February 2011
Charlotte Russe November 2009 - September 2010
State Street April 2008 - March 2009
SI International August 2007 - April 2008
Charlotte Russe November 2006 - April 2008
Skills
Microsoft Office, Fund Accounting, Research, Time Management, Financial Analysis, Accounting, Customer Service, Investments, Bloomberg, Analysis, Teamwork, Equities, PowerPoint, Securities, Microsoft Excel, Microsoft Word, Team Leadership, Account Reconciliation, 10 Key, Problem Solving, Organizing, Fixed Income, Fast Learning, Eager To Learn, Typing, Pricing, Reconciliation, Excel, Access, Outlook, Spanish, Data Analysis, General Ledger, Asset Management, Multi Tasking, Tax Preparation, Employee Training, Goal Setting, Yields, Interpersonal Skill, Technical Writing, Mutual Funds, Bonds, Convertible Bonds, Inflation-indexed bond, MBS, Interact with All..., Managerial Finance, Management, Financial Services
Education
University of Nebraska-Lincoln 2002 — 2007
Bachelor's of Science
Temple University Japan 2006 — 2006
Non-Degree Program
Krissi Richmond Krissi Richmond's State Street Experience March 2015 - Present
Job Finance Manager
Industry Financial Services
Experience
State Street March 2015 - Present
Alpine Management November 2013 - February 2015
Lean Training and Nutrition January 2013 - December 2014
Tiny Tykes Childcare July 2007 - December 2013
FAA May 2006 - July 2007
FAA August 2005 - July 2006
Fresh Express August 2002 - July 2005
Essig Management Company March 1996 - August 2001
Skills
Nutrition, Wellness, Wellness Coaching, Health, Fitness Training, Accounting, Weight, Auditing, Training, Process Improvement
Education
University of Phoenix Kansas City 2009 — 2011
Master's of Science, Accounting
University of Missouri-Kansas City 1998 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies and Psychology
State Street March 2015 - Present
Alpine Management November 2013 - February 2015
Lean Training and Nutrition January 2013 - December 2014
Tiny Tykes Childcare July 2007 - December 2013
FAA May 2006 - July 2007
FAA August 2005 - July 2006
Fresh Express August 2002 - July 2005
Essig Management Company March 1996 - August 2001
Skills
Nutrition, Wellness, Wellness Coaching, Health, Fitness Training, Accounting, Weight, Auditing, Training, Process Improvement
Education
University of Phoenix Kansas City 2009 — 2011
Master's of Science, Accounting
University of Missouri-Kansas City 1998 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies and Psychology
Charles Todd Charles Todd's State Street Experience 1998 - 2000
Job Business Head Fund Officer Services at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC December 2008 - Present
JPMorgan Chase 2000 - 2008
State Street 1998 - 2000
Skills
Mutual Funds, Finance, Securities, Outsourcing, Financial Services, Financial Reporting, Investments, Financial Analysis, Fund Administration, Alternative Investments, Management, Cash Management, Equities, Asset Management, Hedge Funds
Education
University of New Hampshire 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Foreside Financial Group, LLC December 2008 - Present
JPMorgan Chase 2000 - 2008
State Street 1998 - 2000
Skills
Mutual Funds, Finance, Securities, Outsourcing, Financial Services, Financial Reporting, Investments, Financial Analysis, Fund Administration, Alternative Investments, Management, Cash Management, Equities, Asset Management, Hedge Funds
Education
University of New Hampshire 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Jordan Burkhardt Jordan Burkhardt's State Street Experience December 2013 - Present
Job Accounting/Pricing Specialist, Associate 1 at State Street
Industry Primary/Secondary Education
Experience
State Street December 2013 - Present
COSENTINO’S PRICE CHOPPER August 2009 - December 2013
Men's Organization August 2010 - January 2013
Brazil Mission Trip October 2006 - October 2008
PARAGON ELECTRIC COMPANY September 2004 - October 2006
Skills
Leadership, Microsoft Office, Management, Microsoft Word, Social Media Marketing, Customer Service, Troubleshooting, Public Speaking, Social Networking, Social Media, Facebook
Education
University of Missouri-Kansas City 2009 — 2013
BBA, Business Administration- Entrepreneurship
State Street December 2013 - Present
COSENTINO’S PRICE CHOPPER August 2009 - December 2013
Men's Organization August 2010 - January 2013
Brazil Mission Trip October 2006 - October 2008
PARAGON ELECTRIC COMPANY September 2004 - October 2006
Skills
Leadership, Microsoft Office, Management, Microsoft Word, Social Media Marketing, Customer Service, Troubleshooting, Public Speaking, Social Networking, Social Media, Facebook
Education
University of Missouri-Kansas City 2009 — 2013
BBA, Business Administration- Entrepreneurship
Kai Guo, CFA's State Street Experience May 2010 - September 2013
Job Director Power Market Intelligence & Strategy at Kiewit Energy
Industry Construction
Experience
Kiewit November 2014 - Present
Kiewit September 2013 - November 2014
State Street May 2010 - September 2013
Skills
Securities, Valuation, Bloomberg, Data Analysis, Mutual Funds, Internal Controls, Customer Service, Currency, Economics, Investments, Leadership, Portfolio Management, Competitive Analysis, Start-ups, Analysis
Education
University of Missouri-Kansas City
BBA, Finance, Economics
Kiewit November 2014 - Present
Kiewit September 2013 - November 2014
State Street May 2010 - September 2013
Skills
Securities, Valuation, Bloomberg, Data Analysis, Mutual Funds, Internal Controls, Customer Service, Currency, Economics, Investments, Leadership, Portfolio Management, Competitive Analysis, Start-ups, Analysis
Education
University of Missouri-Kansas City
BBA, Finance, Economics
Dustin Rose Dustin Rose's State Street Experience December 2012 - November 2014
Job Manager Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street May 2007 - October 2010
Citifinancial March 2006 - May 2007
Skills
Financial Services, Bloomberg, Fund Accounting, Fund Administration, Mutual Funds, Securities, Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Asset Management, Risk Management
Education
University of Missouri-Kansas City 2007 — 2010
Masters of Arts, Economics
University of Nebraska-Lincoln 2001 — 2006
Bachelors of Science, Economics, Finance
OppenheimerFunds November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street May 2007 - October 2010
Citifinancial March 2006 - May 2007
Skills
Financial Services, Bloomberg, Fund Accounting, Fund Administration, Mutual Funds, Securities, Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Asset Management, Risk Management
Education
University of Missouri-Kansas City 2007 — 2010
Masters of Arts, Economics
University of Nebraska-Lincoln 2001 — 2006
Bachelors of Science, Economics, Finance
Ashok Sridharan Ashok Sridharan's State Street Experience May 2006 - September 2007
Job Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2015 - July 2015
Nomura Securities September 2008 - 2013
Lehman Brothers September 2007 - September 2008
State Street May 2006 - September 2007
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equity Derivatives, Middle Office, Equities, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Options, Trading, Financial Services
Education
William E. Simon School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of Mumbai 2003 — 2006
Bachelor of Business Administration (B.B.A.), International Finance, First Class with Distinction
Nomura Securities April 2015 - July 2015
Nomura Securities September 2008 - 2013
Lehman Brothers September 2007 - September 2008
State Street May 2006 - September 2007
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equity Derivatives, Middle Office, Equities, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Options, Trading, Financial Services
Education
William E. Simon School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of Mumbai 2003 — 2006
Bachelor of Business Administration (B.B.A.), International Finance, First Class with Distinction
Timothy Dorset Timothy Dorset's State Street Experience 2001 - 2002
Job Audio Visual Technology Specialist
Industry Legal Services
Experience
Stinson Leonard Street LLP 2006 - Present
Liberty Mutual Insurance 2003 - 2006
State Street 2001 - 2002
Husch Blackwell 1998 - 2001
McDowell Rice Smith & Buchanan 1996 - 1998
Armstrong Teasdale LLP 1995 - 1996
Argus Health Systems 1993 - 1995
Red Lobster 1992 - 1993
US Air Force 1986 - 1992
Skills
Video Conferencing, Video Production, Photography, Troubleshooting, AV, Video Editing, Final Cut Pro, Adobe Premiere, Streaming Media, Camera, Sound, Networking, Video, Videography, Windows, Microsoft Office, Digital Video, Premiere
Education
University of Missouri-Kansas City 1995 — 1999
Bachelor, Liberal Arts
Penn Valley Community College 1993 — 1995
Associate of Arts (AA), Paralegal Degree/Pre-Law Studies
Stinson Leonard Street LLP 2006 - Present
Liberty Mutual Insurance 2003 - 2006
State Street 2001 - 2002
Husch Blackwell 1998 - 2001
McDowell Rice Smith & Buchanan 1996 - 1998
Armstrong Teasdale LLP 1995 - 1996
Argus Health Systems 1993 - 1995
Red Lobster 1992 - 1993
US Air Force 1986 - 1992
Skills
Video Conferencing, Video Production, Photography, Troubleshooting, AV, Video Editing, Final Cut Pro, Adobe Premiere, Streaming Media, Camera, Sound, Networking, Video, Videography, Windows, Microsoft Office, Digital Video, Premiere
Education
University of Missouri-Kansas City 1995 — 1999
Bachelor, Liberal Arts
Penn Valley Community College 1993 — 1995
Associate of Arts (AA), Paralegal Degree/Pre-Law Studies
Daniel Ricketson Daniel Ricketson's State Street Experience March 2015 - Present
Job Custody Specialist at State Street
Industry Human Resources
Experience
State Street March 2015 - Present
State Street 2013 - March 2015
University of Rhode Island September 2012 - May 2013
State Street June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Higher Education, Research, Human Resources, Labor Relations, Mediation, Negotiation, Performance Management, Leadership
Education
University of Rhode Island 2011 — 2013
Master of Science (M.S.), Labor Relations and Human Resources
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), Communications
State Street March 2015 - Present
State Street 2013 - March 2015
University of Rhode Island September 2012 - May 2013
State Street June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Higher Education, Research, Human Resources, Labor Relations, Mediation, Negotiation, Performance Management, Leadership
Education
University of Rhode Island 2011 — 2013
Master of Science (M.S.), Labor Relations and Human Resources
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), Communications
Ma Myat Ma Myat's State Street Experience February 2014 - Present
Job Fund Administration Manager at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street June 2011 - January 2014
State Street July 2008 - May 2011
Skills
Financial Reporting, Fund Accounting, Mutual Funds, Investments, Portfolio Management, Securities, Derivatives, Cash Flow, Bloomberg, GAAP, Account Reconciliation, Cash Management, Microsoft Excel, Microsoft Office
Education
University of Missouri-Kansas City 2004 — 2008
Bachelor of Science (B.S.), Accounting
London Chamber of Commerce and Industry
Diploma, Management Accounting
State Street February 2014 - Present
State Street June 2011 - January 2014
State Street July 2008 - May 2011
Skills
Financial Reporting, Fund Accounting, Mutual Funds, Investments, Portfolio Management, Securities, Derivatives, Cash Flow, Bloomberg, GAAP, Account Reconciliation, Cash Management, Microsoft Excel, Microsoft Office
Education
University of Missouri-Kansas City 2004 — 2008
Bachelor of Science (B.S.), Accounting
London Chamber of Commerce and Industry
Diploma, Management Accounting
Veda Butner Veda Butner's State Street Experience April 2010 - February 2011
Job Finance & Accounting
Industry Accounting
Experience
Accounting & Finance March 2011 - Present
State Street April 2010 - February 2011
Contracting/Consulting Firms September 2003 - March 2010
AT&T May 1990 - August 2003
Skills
PMP Training, Excel, Financial Analysis, Financial Reporting, Strategic Planning, Internal Audit, Decision Support-Finance, Budget Development, Financial Forecasting, Management Reporting, Accounting, Finance, Budgets, Telcom, Reporting, Management, Analysis, Income Statement, Balance Sheet, Decision Support, Large-Scale Budget &..., FP&A, Corporate FP&A, Financial Planning &..., Financial Planning and..., Sarbanes-Oxley, AML, SOX, Microsoft Excel, Accounts Receivable, QuickBooks, General Ledger, Sarbanes-Oxley Act, Banking, Account Reconciliation
Education
University of Missouri-Kansas City
B.A.
Accounting & Finance March 2011 - Present
State Street April 2010 - February 2011
Contracting/Consulting Firms September 2003 - March 2010
AT&T May 1990 - August 2003
Skills
PMP Training, Excel, Financial Analysis, Financial Reporting, Strategic Planning, Internal Audit, Decision Support-Finance, Budget Development, Financial Forecasting, Management Reporting, Accounting, Finance, Budgets, Telcom, Reporting, Management, Analysis, Income Statement, Balance Sheet, Decision Support, Large-Scale Budget &..., FP&A, Corporate FP&A, Financial Planning &..., Financial Planning and..., Sarbanes-Oxley, AML, SOX, Microsoft Excel, Accounts Receivable, QuickBooks, General Ledger, Sarbanes-Oxley Act, Banking, Account Reconciliation
Education
University of Missouri-Kansas City
B.A.
Ethan Maiden Ethan Maiden's State Street Experience August 2014 - January 2015
Job Student Teaching Assistant at UMKC
Industry Accounting
Experience
UMKC August 2015 - Present
Creative Planning Inc. January 2015 - April 2015
State Street August 2014 - January 2015
Skills
Microsoft Excel, Financial Accounting, Account Reconciliation, Management, Auditing, Data Analysis
Education
University of Missouri-Kansas City
Bachelor of Science in Accounting (B.S.A.), Senior
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance Emphasis
UMKC August 2015 - Present
Creative Planning Inc. January 2015 - April 2015
State Street August 2014 - January 2015
Skills
Microsoft Excel, Financial Accounting, Account Reconciliation, Management, Auditing, Data Analysis
Education
University of Missouri-Kansas City
Bachelor of Science in Accounting (B.S.A.), Senior
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance Emphasis
Geoffrey Parr Geoffrey Parr's State Street Experience May 2008 - Present
Job Senior Associate Client Operations at State Street
Industry Financial Services
Experience
State Street May 2008 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word
Education
University of New Hampshire 2003 — 2007
B.A., Communication
State Street May 2008 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word
Education
University of New Hampshire 2003 — 2007
B.A., Communication
Nick Barthelmass's State Street Experience September 2009 - July 2010
Job GM at General Grant Car Wash & Detail Center
Industry Automotive
Experience
General Grant Car Wash & Detail Center July 2011 - Present
PwC September 2010 - July 2011
State Street September 2009 - July 2010
Hallmark Cards March 2009 - August 2009
Anheuser-Busch May 2008 - August 2008
Skills
Customer Service, Marketing, Social Media, Personnel Management, Payroll, Hiring, Small Business, Internal Controls, WordPress, QuickBooks, SiteWatch, TunnelWatch, Conveyors, Pumps, Accounting
Education
University of Missouri-Kansas City 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rockhurst University 2005 — 2009
Bachelor of Science (B.S.), Accounting
General Grant Car Wash & Detail Center July 2011 - Present
PwC September 2010 - July 2011
State Street September 2009 - July 2010
Hallmark Cards March 2009 - August 2009
Anheuser-Busch May 2008 - August 2008
Skills
Customer Service, Marketing, Social Media, Personnel Management, Payroll, Hiring, Small Business, Internal Controls, WordPress, QuickBooks, SiteWatch, TunnelWatch, Conveyors, Pumps, Accounting
Education
University of Missouri-Kansas City 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rockhurst University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Kyle Dudley Kyle Dudley's State Street Experience May 2006 - April 2009
Job Program & Bank Relationship Manager at Store Financial
Industry Financial Services
Experience
Store Financial January 2013 - Present
Store Financial April 2009 - January 2013
State Street May 2006 - April 2009
Skills
Customer Service, Management, Process Improvement, Strategic Planning, Microsoft Office, Leadership, Microsoft Excel, Contract Negotiation, Project Management, Financial Analysis, Program Management, IT Project & Program..., IT Project..., Process Funds Flow, Banking, Bank Reconciliation, Bank Relationship...
Education
University of Nebraska-Lincoln 2001 — 2006
Bachelor of Science Business Administration, Finance, General
Bishop Kelley High School 1998 — 2001
Store Financial January 2013 - Present
Store Financial April 2009 - January 2013
State Street May 2006 - April 2009
Skills
Customer Service, Management, Process Improvement, Strategic Planning, Microsoft Office, Leadership, Microsoft Excel, Contract Negotiation, Project Management, Financial Analysis, Program Management, IT Project & Program..., IT Project..., Process Funds Flow, Banking, Bank Reconciliation, Bank Relationship...
Education
University of Nebraska-Lincoln 2001 — 2006
Bachelor of Science Business Administration, Finance, General
Bishop Kelley High School 1998 — 2001
Tim Larkin's State Street Experience February 2008 - December 2014
Job Client Service Analyst
Industry Investment Management
Experience
Waddell & Reed May 2015 - Present
State Street February 2008 - December 2014
PricewaterhouseCoopers January 2001 - January 2008
Skills
Auditing, Leadership, Management, Finance, Financial Reporting, Financial Accounting, Fund Accounting, Investments, Internal Controls, Analysis
Education
University of Missouri-Kansas City 2000 — 2002
Master of Science, Accounting Information Systems
University of Missouri-Kansas City 1997 — 1999
Bachelor of Science in Accounting, Accounting
Waddell & Reed May 2015 - Present
State Street February 2008 - December 2014
PricewaterhouseCoopers January 2001 - January 2008
Skills
Auditing, Leadership, Management, Finance, Financial Reporting, Financial Accounting, Fund Accounting, Investments, Internal Controls, Analysis
Education
University of Missouri-Kansas City 2000 — 2002
Master of Science, Accounting Information Systems
University of Missouri-Kansas City 1997 — 1999
Bachelor of Science in Accounting, Accounting
Caroline Davis's State Street Experience May 2013 - August 2013
Job Leasing Representative at Waterstone Retail
Industry
Experience
Waterstone Retail April 2015 - Present
EMC June 2014 - February 2015
State Street May 2013 - August 2013
Skills
Social Media, Team Leadership, Account Management, Customer Service, Marketing Strategy, Microsoft Excel, Teamwork, Direct Sales, Microsoft Office, Strategic Planning, Sales, Research, Event Management, PowerPoint, Microsoft Word, Event Planning, Sales Process
Education
University of New Hampshire 2010 — 2014
Waterstone Retail April 2015 - Present
EMC June 2014 - February 2015
State Street May 2013 - August 2013
Skills
Social Media, Team Leadership, Account Management, Customer Service, Marketing Strategy, Microsoft Excel, Teamwork, Direct Sales, Microsoft Office, Strategic Planning, Sales, Research, Event Management, PowerPoint, Microsoft Word, Event Planning, Sales Process
Education
University of New Hampshire 2010 — 2014
Filmon Tekle Filmon Tekle's State Street Experience May 2014 - Present
Job Analyst at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
REMAX Real Estate May 2013 - April 2014
Skills
Financial Analysis, Equities, Microsoft Excel, Banking, Analysis, Financial Modeling, Business Analysis, Investments, Risk Management, Corporate Finance, Accounting, Auditing, Finance, Derivatives, Financial Reporting, Financial Services, Investment Banking, Fixed Income, Portfolio Management
Education
University of Missouri-Kansas City 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
State Street May 2014 - Present
REMAX Real Estate May 2013 - April 2014
Skills
Financial Analysis, Equities, Microsoft Excel, Banking, Analysis, Financial Modeling, Business Analysis, Investments, Risk Management, Corporate Finance, Accounting, Auditing, Finance, Derivatives, Financial Reporting, Financial Services, Investment Banking, Fixed Income, Portfolio Management
Education
University of Missouri-Kansas City 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Danielle Dwyer Danielle Dwyer's State Street Experience September 2015 - Present
Job Senior Mutual Fund/Corporate Securities Representative at DST Systems
Industry Financial Services
Experience
State Street September 2015 - Present
DST Systems July 2007 - September 2015
Skills
Corporate Finance, Account Reconciliation, Mutual Funds, Corporate Security, Financial Reporting, Account Management, Event Planning, Public Speaking, Sales, Social Media, Investments, Microsoft Office, Leadership
Education
University of Missouri-Kansas City 2015 — 2017
Master of Science (MS), Accounting
University of Missouri-Kansas City 2007 — 2011
Bachelor of Communication Studies
State Street September 2015 - Present
DST Systems July 2007 - September 2015
Skills
Corporate Finance, Account Reconciliation, Mutual Funds, Corporate Security, Financial Reporting, Account Management, Event Planning, Public Speaking, Sales, Social Media, Investments, Microsoft Office, Leadership
Education
University of Missouri-Kansas City 2015 — 2017
Master of Science (MS), Accounting
University of Missouri-Kansas City 2007 — 2011
Bachelor of Communication Studies
Steven Frye's State Street Experience May 2014 - August 2014
Job Security Valuation Intern, John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
State Street May 2014 - August 2014
Belltower Books December 2013 - May 2014
Skills
Teamwork, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Accounting, Data Analysis, Management, Bloomberg, Investment Analysis, Fundemental Analysis, Mathematics, Technical Analysis
Education
University of New Hampshire 2012 — 2016
Business Administration, Finance and Economics, 3.85
Westborough High School 2008 — 2012
John Hancock Financial Services May 2015 - Present
State Street May 2014 - August 2014
Belltower Books December 2013 - May 2014
Skills
Teamwork, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Accounting, Data Analysis, Management, Bloomberg, Investment Analysis, Fundemental Analysis, Mathematics, Technical Analysis
Education
University of New Hampshire 2012 — 2016
Business Administration, Finance and Economics, 3.85
Westborough High School 2008 — 2012
Jacqueline Cooke Jacqueline Cooke's State Street Experience May 2014 - Present
Job Web Marketing Specialist at State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street May 2014 - Present
The Wedding Belle June 2013 - January 2014
State Street June 2013 - August 2013
Manning Personnel Group, Inc. 2012 - 2013
Skills
Non-profits, PowerPoint, Microsoft Word, Event Planning, Microsoft Excel, Nonprofits, Social Media, Marketing, Marketing Communications, Weddings, Events, Outlook, Blogging, Newsletters, Time Management, Recruiting, Facebook, Customer Service, Advertising, Social Networking
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Communication, Senior, GPA 3.86/4.00
Westwood High School 2007 — 2010
Lorenzo de' Medici
Communication
State Street May 2014 - Present
The Wedding Belle June 2013 - January 2014
State Street June 2013 - August 2013
Manning Personnel Group, Inc. 2012 - 2013
Skills
Non-profits, PowerPoint, Microsoft Word, Event Planning, Microsoft Excel, Nonprofits, Social Media, Marketing, Marketing Communications, Weddings, Events, Outlook, Blogging, Newsletters, Time Management, Recruiting, Facebook, Customer Service, Advertising, Social Networking
Education
University of New Hampshire 2010 — 2014
Bachelor of Arts (B.A.), Communication, Senior, GPA 3.86/4.00
Westwood High School 2007 — 2010
Lorenzo de' Medici
Communication
Charles Snow Charles Snow's State Street Experience 2005 - 2005
Job Clean Water, Energy, and Waste
Industry Environmental Services
Experience
MBE CleanTech 2011 - Present
Novartis Institutes for BioMedical Research June 2012 - June 2014
Novartis Institutes for BioMedical Research 2010 - 2012
Novartis Institutes for BioMedical Research 2008 - 2010
Novartis Institutes for BioMedical Research April 2007 - 2008
Massachusetts State Police Crime Lab May 2006 - April 2007
State Street 2005 - 2005
Skills
21 CFR Part 11, Business Analysis, GxP, Cross-functional Team..., Change Control, Machine Learning, Python, SQL, Eclipse, Microsoft SQL Server, Matlab, Visual Studio, C, C++, Java, Clean Technology, Sustainable Aquaculture, Algae, Random Forest, Oracle SQL, .NET, Molecular Operating..., RPG, Maple, ASP.NET, Team Leadership, Drug Discovery, Biotechnology, Pharmaceutical Industry, Life Sciences
Education
University of New Brunswick
Bachelors, Computer Science
MBE CleanTech 2011 - Present
Novartis Institutes for BioMedical Research June 2012 - June 2014
Novartis Institutes for BioMedical Research 2010 - 2012
Novartis Institutes for BioMedical Research 2008 - 2010
Novartis Institutes for BioMedical Research April 2007 - 2008
Massachusetts State Police Crime Lab May 2006 - April 2007
State Street 2005 - 2005
Skills
21 CFR Part 11, Business Analysis, GxP, Cross-functional Team..., Change Control, Machine Learning, Python, SQL, Eclipse, Microsoft SQL Server, Matlab, Visual Studio, C, C++, Java, Clean Technology, Sustainable Aquaculture, Algae, Random Forest, Oracle SQL, .NET, Molecular Operating..., RPG, Maple, ASP.NET, Team Leadership, Drug Discovery, Biotechnology, Pharmaceutical Industry, Life Sciences
Education
University of New Brunswick
Bachelors, Computer Science
Cindy Friedrichsen Cindy Friedrichsen's State Street Experience June 2006 - March 2011
Job at
Industry Financial Services
Experience
KeyBank Real Estate Capital January 2013 - Present
KeyBank Real Estate Capital April 2011 - December 2012
State Street June 2006 - March 2011
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Account Reconciliation, Accounting, Mutual Funds, Bloomberg, General Ledger, Financial Accounting, Internal Controls, Fund Administration, Fixed Income, Auditing, Finance, Korean
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Science (BS), International Business
연세대학교 / Yonsei University 2005 — 2005
Study Abroad Program, International Business
KeyBank Real Estate Capital January 2013 - Present
KeyBank Real Estate Capital April 2011 - December 2012
State Street June 2006 - March 2011
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Account Reconciliation, Accounting, Mutual Funds, Bloomberg, General Ledger, Financial Accounting, Internal Controls, Fund Administration, Fixed Income, Auditing, Finance, Korean
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Science (BS), International Business
연세대학교 / Yonsei University 2005 — 2005
Study Abroad Program, International Business
Anthony Rutledge Anthony Rutledge's State Street Experience March 2014 - August 2014
Job Client Relationship Manager at UMB Bank
Industry Financial Services
Experience
UMB Bank August 2014 - Present
UMKC August 2011 - Present
State Street March 2014 - August 2014
Entercom July 2013 - March 2014
DST Systems January 2013 - July 2013
DST Systems August 2010 - January 2013
Metcalf Bank June 2008 - June 2010
Skills
Finance, Recruiting, Banking, Customer Service, CRM, Mutual Funds, Financial Services, Microsoft Excel, Leadership, Marketing, Project Management, Securities, Insurance, Analysis
Education
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, December 2012 GPA 3.5/4.0
UMB Bank August 2014 - Present
UMKC August 2011 - Present
State Street March 2014 - August 2014
Entercom July 2013 - March 2014
DST Systems January 2013 - July 2013
DST Systems August 2010 - January 2013
Metcalf Bank June 2008 - June 2010
Skills
Finance, Recruiting, Banking, Customer Service, CRM, Mutual Funds, Financial Services, Microsoft Excel, Leadership, Marketing, Project Management, Securities, Insurance, Analysis
Education
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, December 2012 GPA 3.5/4.0
Derrick Beckwith Derrick Beckwith's State Street Experience March 2012 - May 2013
Job Internal Consultant at OppenheimerFunds Covering The Denver Metro Area
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - January 2015
OppenheimerFunds July 2013 - January 2014
OppenheimerFunds June 2013 - July 2013
State Street March 2012 - May 2013
Skills
Finance, PowerPoint, Mutual Funds, Analysis, Financial Analysis, Series 7, Portfolio Management, Investments, Financial Modeling, Equities, Financial Services, Bloomberg, Hedge Funds, Economics, Asset Management, Fixed Income, FINRA Series 7, Series 63
Education
University of New Hampshire 2007 — 2010
Bachelor of Arts (B.A.)
Winnacunnet High School 2002 — 2006
High School Diploma
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - January 2015
OppenheimerFunds July 2013 - January 2014
OppenheimerFunds June 2013 - July 2013
State Street March 2012 - May 2013
Skills
Finance, PowerPoint, Mutual Funds, Analysis, Financial Analysis, Series 7, Portfolio Management, Investments, Financial Modeling, Equities, Financial Services, Bloomberg, Hedge Funds, Economics, Asset Management, Fixed Income, FINRA Series 7, Series 63
Education
University of New Hampshire 2007 — 2010
Bachelor of Arts (B.A.)
Winnacunnet High School 2002 — 2006
High School Diploma
Derek Greer's State Street Experience March 2011 - July 2012
Job Owner at Self Employed Real Estate Investor & Entrepreneur
Industry Management Consulting
Experience
Self Employed - Real Estate Investor & Entrepreneur April 2014 - Present
GFI Digital March 2012 - March 2015
State Street March 2011 - July 2012
University of Missouri-Kansas City August 2010 - January 2011
University of Missouri-Kansas City June 2009 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Access, Sales, Forecasting, Social Media, Public Speaking, Finance, Marketing, Financial Statements, Time Management, Accounting, Teamwork, Financial Modeling, Event Planning, Strategic Financial..., Strategic Planning, Budgets, Project Planning, Leadership
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Self Employed - Real Estate Investor & Entrepreneur April 2014 - Present
GFI Digital March 2012 - March 2015
State Street March 2011 - July 2012
University of Missouri-Kansas City August 2010 - January 2011
University of Missouri-Kansas City June 2009 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Access, Sales, Forecasting, Social Media, Public Speaking, Finance, Marketing, Financial Statements, Time Management, Accounting, Teamwork, Financial Modeling, Event Planning, Strategic Financial..., Strategic Planning, Budgets, Project Planning, Leadership
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Aslam Basrai Aslam Basrai's State Street Experience January 2011 - November 2011
Job Business Analyst at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services March 2013 - April 2015
Bank of America August 2012 - February 2013
Royal Bank of Scotland December 2011 - July 2012
State Street January 2011 - November 2011
Skills
Information Technology, Business Systems..., Software Quality..., Basel I and Basel II, Use Case Diagrams and..., Requirement..., Creating product..., Structured Query..., MS Office, MS Visio, MS Excel, Joint Application Design, UML diagrams, Mortgage Servicing..., Business Analysis, SDLC, Vendor Management, Management, CRM
Education
University of Mumbai
Bachelor’s Degree, Accounting and Finance
Black Knight Financial Services March 2013 - April 2015
Bank of America August 2012 - February 2013
Royal Bank of Scotland December 2011 - July 2012
State Street January 2011 - November 2011
Skills
Information Technology, Business Systems..., Software Quality..., Basel I and Basel II, Use Case Diagrams and..., Requirement..., Creating product..., Structured Query..., MS Office, MS Visio, MS Excel, Joint Application Design, UML diagrams, Mortgage Servicing..., Business Analysis, SDLC, Vendor Management, Management, CRM
Education
University of Mumbai
Bachelor’s Degree, Accounting and Finance
Albert Hessberg IV Albert Hessberg IV's State Street Experience December 2012 - December 2014
Job Business Development Manager at Creative Financial Staffing (CFS)
Industry Staffing and Recruiting
Experience
Creative Financial Staffing (CFS) December 2014 - Present
State Street December 2012 - December 2014
Trustco Bank August 2010 - May 2012
New York State Senate May 2008 - August 2009
Wolferts Roost Country Club May 2005 - September 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Entrepreneurship, Public Speaking, Financial Analysis, Outlook, Access
Education
University of New Hampshire 2006 — 2010
BA, Sociology
Creative Financial Staffing (CFS) December 2014 - Present
State Street December 2012 - December 2014
Trustco Bank August 2010 - May 2012
New York State Senate May 2008 - August 2009
Wolferts Roost Country Club May 2005 - September 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Entrepreneurship, Public Speaking, Financial Analysis, Outlook, Access
Education
University of New Hampshire 2006 — 2010
BA, Sociology
Vidas Pranckus's State Street Experience June 2015 - Present
Job Associate at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Windows, Teamwork, English, Acess, SPSS, Leadership, Strategic Planning, Time Management, New Business Development, Management, Social Media, Public Speaking, Team Building, Marketing Strategy, Research, MCH, NAV Manager, E-Horizon, CNAV, Bloomberg Terminal
Education
University of Missouri-Kansas City 2013 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.96
šiaulių universitetas 1999 — 2003
Business Administration and Management, General
State Street June 2015 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Windows, Teamwork, English, Acess, SPSS, Leadership, Strategic Planning, Time Management, New Business Development, Management, Social Media, Public Speaking, Team Building, Marketing Strategy, Research, MCH, NAV Manager, E-Horizon, CNAV, Bloomberg Terminal
Education
University of Missouri-Kansas City 2013 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.96
šiaulių universitetas 1999 — 2003
Business Administration and Management, General
Brandon Nilsson Brandon Nilsson's State Street Experience April 2014 - February 2015
Job Financial Advise Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
State Street April 2014 - February 2015
State Street August 2013 - April 2014
Cerner Corporation June 2012 - August 2013
Skills
Leadership, Training, Sales, Microsoft Office, Marketing, Management, Public Speaking, Troubleshooting
Education
University of Missouri-Kansas City 2007 — 2012
Bachelor of Business Administration (BBA), Marketing Emphasis
Ameriprise Financial Services, Inc. March 2015 - Present
State Street April 2014 - February 2015
State Street August 2013 - April 2014
Cerner Corporation June 2012 - August 2013
Skills
Leadership, Training, Sales, Microsoft Office, Marketing, Management, Public Speaking, Troubleshooting
Education
University of Missouri-Kansas City 2007 — 2012
Bachelor of Business Administration (BBA), Marketing Emphasis
Nate Dean Nate Dean's State Street Experience March 2010 - May 2014
Job Front End Developer at PATHAR Inc.
Industry Computer Software
Experience
PATHAR Inc. September 2015 - Present
First Baptist Church Independepence, MO June 2010 - Present
GuitarThinker.com September 2010 - Present
VML December 2014 - September 2015
DeWi Apps December 2013 - September 2015
Industrial Accessories Company May 2014 - December 2014
State Street March 2010 - May 2014
Christ Church Anglican 2005 - May 2010
All Over The Place 2000 - May 2010
Airborne and Awestruck Recording Studios 2008 - 2010
Skills
Recording, Music, Guitar, HTML5, JavaScript, Music Theory, CSS, Web Development, VBA, Node.js, Leadership, Web Applications, Public Speaking, HTML, AngularJS, Front-end Development, Agile Application..., Front-end, Team Building, jQuery
Education
University of Missouri-Kansas City 2006 — 2010
Bachelors, Liberal Arts
Blue Springs High School 1996 — 2001
PATHAR Inc. September 2015 - Present
First Baptist Church Independepence, MO June 2010 - Present
GuitarThinker.com September 2010 - Present
VML December 2014 - September 2015
DeWi Apps December 2013 - September 2015
Industrial Accessories Company May 2014 - December 2014
State Street March 2010 - May 2014
Christ Church Anglican 2005 - May 2010
All Over The Place 2000 - May 2010
Airborne and Awestruck Recording Studios 2008 - 2010
Skills
Recording, Music, Guitar, HTML5, JavaScript, Music Theory, CSS, Web Development, VBA, Node.js, Leadership, Web Applications, Public Speaking, HTML, AngularJS, Front-end Development, Agile Application..., Front-end, Team Building, jQuery
Education
University of Missouri-Kansas City 2006 — 2010
Bachelors, Liberal Arts
Blue Springs High School 1996 — 2001
Chandra Wilp Chandra Wilp's State Street Experience December 2003 - January 2007
Job Project Accounting Manager at Black & Veatch
Industry Construction
Experience
Black & Veatch July 2014 - Present
Black & Veatch January 2007 - July 2014
State Street December 2003 - January 2007
Skills
Contract Management, Account Reconciliation, Financial Reporting, Accounts Payable, Accounts Receivable, Project Control, Accounting, General Ledger, Project Accounting, Cost Accounting, Accruals, Invoicing, Budgets, Financial Statements
Education
University of Missouri-Kansas City 2000 — 2003
Bachelor of Business Administration (BBA)
Black & Veatch July 2014 - Present
Black & Veatch January 2007 - July 2014
State Street December 2003 - January 2007
Skills
Contract Management, Account Reconciliation, Financial Reporting, Accounts Payable, Accounts Receivable, Project Control, Accounting, General Ledger, Project Accounting, Cost Accounting, Accruals, Invoicing, Budgets, Financial Statements
Education
University of Missouri-Kansas City 2000 — 2003
Bachelor of Business Administration (BBA)
Shantanu Gandhe's State Street Experience July 2012 - October 2013
Job Senior Technologist
Industry Financial Services
Experience
Lombard Risk October 2013 - Present
State Street July 2012 - October 2013
Fidelity Investments July 2011 - July 2012
Northeastern University August 2009 - August 2011
Charles River Development May 2010 - December 2010
FinIQ Consulting (I) Pte Ltd October 2007 - August 2009
IOl Netcom Ltd June 2006 - October 2007
Skills
BlazeDS, Java, JSP, JSF, Sun Certified Java..., Hibernate, Velocity, JUnit, ETL, SSAS, Oracle SQL, SQL database design, SSRS, Servlets, SSIS, Flex, UML, Design Patterns, Application Architecture, Data Warehouse..., Oracle, SQL, XML, Business Analysis, Web Applications, SDLC, Autosys, Documentum, Spring, Weblogic, Ant, Subversion, Databases, C#, Maven, Microsoft SQL Server, Spring Framework
Education
Northeastern University 2009 — 2011
MS
University of Mumbai 2002 — 2006
BE-IT
S.E.S High School 2000 — 2002
Lombard Risk October 2013 - Present
State Street July 2012 - October 2013
Fidelity Investments July 2011 - July 2012
Northeastern University August 2009 - August 2011
Charles River Development May 2010 - December 2010
FinIQ Consulting (I) Pte Ltd October 2007 - August 2009
IOl Netcom Ltd June 2006 - October 2007
Skills
BlazeDS, Java, JSP, JSF, Sun Certified Java..., Hibernate, Velocity, JUnit, ETL, SSAS, Oracle SQL, SQL database design, SSRS, Servlets, SSIS, Flex, UML, Design Patterns, Application Architecture, Data Warehouse..., Oracle, SQL, XML, Business Analysis, Web Applications, SDLC, Autosys, Documentum, Spring, Weblogic, Ant, Subversion, Databases, C#, Maven, Microsoft SQL Server, Spring Framework
Education
Northeastern University 2009 — 2011
MS
University of Mumbai 2002 — 2006
BE-IT
S.E.S High School 2000 — 2002
Anja Kurup Anja Kurup's State Street Experience November 2007 - Present
Job Account Manager at State Street
Industry Financial Services
Experience
State Street November 2007 - Present
Skills
Financial Accounting, Financial Analysis, Mutual Funds, Project Management, Staff Development, Bloomberg, Business Analysis, Process Improvement, Fund Accounting
Education
University of Missouri-Kansas City
Master of Business Administration (MBA)
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance/Economics
State Street November 2007 - Present
Skills
Financial Accounting, Financial Analysis, Mutual Funds, Project Management, Staff Development, Bloomberg, Business Analysis, Process Improvement, Fund Accounting
Education
University of Missouri-Kansas City
Master of Business Administration (MBA)
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance/Economics
Dennis Rapa Dennis Rapa's State Street Experience August 2012 - Present
Job Income Specialist at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street November 2010 - August 2012
State Street October 2008 - November 2010
Investors Bank & Trust March 2007 - October 2008
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Hedge Funds, Financial Services, Alternative Investments, Derivatives
Education
University of New Hampshire 2000 — 2005
Bachelor's Degree, Political Science and Government, Minor Business Administration, Minor Economics
Medfield High School 1996 — 2000
High School
State Street August 2012 - Present
State Street November 2010 - August 2012
State Street October 2008 - November 2010
Investors Bank & Trust March 2007 - October 2008
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Hedge Funds, Financial Services, Alternative Investments, Derivatives
Education
University of New Hampshire 2000 — 2005
Bachelor's Degree, Political Science and Government, Minor Business Administration, Minor Economics
Medfield High School 1996 — 2000
High School
Shannon Gooden Shannon Gooden's State Street Experience December 2012 - Present
Job Fund Accountant at State Street Corporation
Industry Financial Services
Experience
State Street December 2012 - Present
Saint Luke's Health System May 2010 - May 2013
State Street September 2012 - December 2012
Gordmans March 2007 - May 2009
Skills
Microsoft Office, Public Speaking, Finance, Accounting, Customer Service, Data Entry, Research, Healthcare, Leadership, Creative Writing, Strategic Planning, Investments
Education
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
State Street December 2012 - Present
Saint Luke's Health System May 2010 - May 2013
State Street September 2012 - December 2012
Gordmans March 2007 - May 2009
Skills
Microsoft Office, Public Speaking, Finance, Accounting, Customer Service, Data Entry, Research, Healthcare, Leadership, Creative Writing, Strategic Planning, Investments
Education
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Wes Strode, CFA Wes Strode, CFA's State Street Experience May 2003 - September 2005
Job Portfolio Manager at Geneos Wealth Management
Industry Financial Services
Experience
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Marcus Madler Marcus Madler's State Street Experience 2008 - 2008
Job Senior Analyst at Sojern
Industry Online Media
Experience
Sojern December 2014 - Present
Sojern 2012 - December 2014
Bank of the West 2010 - 2012
State of Nebraska December 2008 - July 2010
State Street 2008 - 2008
The Daily Drip 2005 - 2008
Skills
Sales & Use Tax..., Forecasting, Variance Analysis, Online Advertising, QuickBooks, Financial Statements, Financial Reporting, Investments, Fundraising, Bookkeeping, Sales Compensation Plans, Compliance, Microsoft Office, Turn, Budgets, Marketing, Sales, Financial Analysis, Analysis, Finance
Education
University of Nebraska at Omaha 2011 — 2013
MBA
University of Nebraska-Lincoln 2004 — 2008
Bachalors of Science in Business Administration, Finance
Sojern December 2014 - Present
Sojern 2012 - December 2014
Bank of the West 2010 - 2012
State of Nebraska December 2008 - July 2010
State Street 2008 - 2008
The Daily Drip 2005 - 2008
Skills
Sales & Use Tax..., Forecasting, Variance Analysis, Online Advertising, QuickBooks, Financial Statements, Financial Reporting, Investments, Fundraising, Bookkeeping, Sales Compensation Plans, Compliance, Microsoft Office, Turn, Budgets, Marketing, Sales, Financial Analysis, Analysis, Finance
Education
University of Nebraska at Omaha 2011 — 2013
MBA
University of Nebraska-Lincoln 2004 — 2008
Bachalors of Science in Business Administration, Finance
Mohammed Atwa Mohammed Atwa's State Street Experience January 2008 - December 2010
Job Deputy Program Manager USDA/ NITC
Industry Information Technology and Services
Experience
USDA 2011 - Present
American Consulting International 2010 - Present
Friends of the Arava Institute September 2008 - Present
Structura Technologies International March 2011 - April 2012
State Street January 2008 - December 2010
US Bank November 2005 - January 2008
Education
University of Missouri-Kansas City 2005 — 2010
Bachelor, Political Science
Penn Valley Community Collge 2002 — 2005
Associate, Political Science
Islamic University of Gaza 1998 — 2002
Bachelor, English Literature
Arava Institute for Environmental Studies
USDA 2011 - Present
American Consulting International 2010 - Present
Friends of the Arava Institute September 2008 - Present
Structura Technologies International March 2011 - April 2012
State Street January 2008 - December 2010
US Bank November 2005 - January 2008
Education
University of Missouri-Kansas City 2005 — 2010
Bachelor, Political Science
Penn Valley Community Collge 2002 — 2005
Associate, Political Science
Islamic University of Gaza 1998 — 2002
Bachelor, English Literature
Arava Institute for Environmental Studies
Alicia Bogle Alicia Bogle's State Street Experience January 2007 - Present
Job SR Program Cost Schedule & Control Analyst at Raytheon
Industry Financial Services
Experience
Raytheon January 2013 - Present
State Street January 2007 - Present
US Concepts July 2005 - January 2013
State Street (Putnam Fund Group) January 2007 - January 2007
Putnam Investments January 2004 - January 2007
Putnam Investments January 2001 - January 2002
Verizon June 1998 - June 1999
Skills
Fund Accounting, Reconciliation, Derivatives, Fixed Income, Settlements, Beer, Brand Awareness, Nightlife, Wine Tasting, Event Management, Promotions, Process Scheduler
Education
University of New HampshireWhittemore School of Business
Bachelor of Science, Business Administration
University of New Hampshire
Raytheon January 2013 - Present
State Street January 2007 - Present
US Concepts July 2005 - January 2013
State Street (Putnam Fund Group) January 2007 - January 2007
Putnam Investments January 2004 - January 2007
Putnam Investments January 2001 - January 2002
Verizon June 1998 - June 1999
Skills
Fund Accounting, Reconciliation, Derivatives, Fixed Income, Settlements, Beer, Brand Awareness, Nightlife, Wine Tasting, Event Management, Promotions, Process Scheduler
Education
University of New HampshireWhittemore School of Business
Bachelor of Science, Business Administration
University of New Hampshire
David Roshinski David Roshinski's State Street Experience January 2014 - Present
Job Client Ops Admin, Assc 1 at State Street
Industry Financial Services
Experience
State Street January 2014 - Present
Candlewood Suites January 2011 - June 2013
University of New Hampshire, Hospitality Management September 2006 - June 2011
Univeristy of New Hampshire 2006 - 2010
Comfort Inn Rockland MA June 2007 - August 2008
Trader Joe's May 2005 - December 2006
Skills
Hospitality Management, Hospitality Industry, Food & Beverage, Hospitality
Education
University of New Hampshire 2006 — 2010
Hospitality
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Hospitality Management
State Street January 2014 - Present
Candlewood Suites January 2011 - June 2013
University of New Hampshire, Hospitality Management September 2006 - June 2011
Univeristy of New Hampshire 2006 - 2010
Comfort Inn Rockland MA June 2007 - August 2008
Trader Joe's May 2005 - December 2006
Skills
Hospitality Management, Hospitality Industry, Food & Beverage, Hospitality
Education
University of New Hampshire 2006 — 2010
Hospitality
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Hospitality Management
Kasey Ellis Kasey Ellis's State Street Experience December 2005 - August 2007
Job Mail Technician at United States Postal Service
Industry Government Administration
Experience
United States Postal Service April 2007 - Present
State Street December 2005 - August 2007
Commerce Bank April 2005 - May 2005
H&R Block January 2005 - April 2005
Education
University of Missouri-Kansas City 2001 — 2006
Liberal Arts, Criminal Justice and Corrections
United States Postal Service April 2007 - Present
State Street December 2005 - August 2007
Commerce Bank April 2005 - May 2005
H&R Block January 2005 - April 2005
Education
University of Missouri-Kansas City 2001 — 2006
Liberal Arts, Criminal Justice and Corrections
Murad S. Shah Murad S. Shah's State Street Experience April 1994 - April 1995
Job Management Accounting | Financial Management | Retirement Outsourcing | Public Speaking | Six Sigma
Industry Outsourcing/Offshoring
Experience
Buck Consultants, A Xerox Company 2012 - Present
Xerox April 2011 - September 2012
ACS January 2004 - March 2011
BNY Mellon January 2002 - December 2003
Unifi Network (spin off of PwC's benefits outsourcing division) January 2001 - December 2001
PricewaterhouseCoopers October 1997 - December 2000
Mercer May 1995 - September 1997
State Street April 1994 - April 1995
BMO Harris Bank May 1987 - March 1994
Emitac October 1981 - December 1986
Skills
Leadership, Public Speaking, Building Relationships, Management Accounting, Managerial Finance, Relationship Management, Management, Six Sigma, Product Management, Analysis, Change Management, Team Leadership, Operations Management, Budgets, Cross-functional Team..., Product Development, Project Management, Team Building, Outsourcing, Business Process, Analytics, Business Analysis, Business Strategy, Enterprise Software, Finance, Financial Reporting, Process Improvement, Program Management, Strategy, Vendor Management, Financial Management, Book Reviews (Amazon), Member of Toastmasters, People Management, Employee Benefits, Training, Strategic Planning, Financial Analysis, Data Analysis, Account Management, Forecasting, Coaching
Education
Chartered Global Management Accountant
CGMA, Chartered Global Management Accountant
American Institute of Certified Public Accountants
CPA, Accounting
Chartered Institute of Management Accountants
ACMA, Management Accounting and Financial Management
Villanova University
Black Belt, Six Sigma
Villanova University
Green Belt, Six Sigma
University of Mumbai
M. Com, Management
University of Mumbai
B. Com, Accounting, Auditing
Buck Consultants, A Xerox Company 2012 - Present
Xerox April 2011 - September 2012
ACS January 2004 - March 2011
BNY Mellon January 2002 - December 2003
Unifi Network (spin off of PwC's benefits outsourcing division) January 2001 - December 2001
PricewaterhouseCoopers October 1997 - December 2000
Mercer May 1995 - September 1997
State Street April 1994 - April 1995
BMO Harris Bank May 1987 - March 1994
Emitac October 1981 - December 1986
Skills
Leadership, Public Speaking, Building Relationships, Management Accounting, Managerial Finance, Relationship Management, Management, Six Sigma, Product Management, Analysis, Change Management, Team Leadership, Operations Management, Budgets, Cross-functional Team..., Product Development, Project Management, Team Building, Outsourcing, Business Process, Analytics, Business Analysis, Business Strategy, Enterprise Software, Finance, Financial Reporting, Process Improvement, Program Management, Strategy, Vendor Management, Financial Management, Book Reviews (Amazon), Member of Toastmasters, People Management, Employee Benefits, Training, Strategic Planning, Financial Analysis, Data Analysis, Account Management, Forecasting, Coaching
Education
Chartered Global Management Accountant
CGMA, Chartered Global Management Accountant
American Institute of Certified Public Accountants
CPA, Accounting
Chartered Institute of Management Accountants
ACMA, Management Accounting and Financial Management
Villanova University
Black Belt, Six Sigma
Villanova University
Green Belt, Six Sigma
University of Mumbai
M. Com, Management
University of Mumbai
B. Com, Accounting, Auditing
Cassie Heppner's State Street Experience 1999 - 2003
Job Director, North America Marketing at Timberland
Industry Apparel & Fashion
Experience
Timberland April 2010 - January 2014
Newmarket International June 2007 - April 2010
Timberland November 2003 - May 2007
State Street 1999 - 2003
Hearst October 1996 - 1999
Skills
Strategy, Marketing Strategy, Marketing Management, Social Media, Retail, Brand Management, Footwear, Apparel, Account Management
Education
University of New Hampshire 1991 — 1995
BS
Timberland April 2010 - January 2014
Newmarket International June 2007 - April 2010
Timberland November 2003 - May 2007
State Street 1999 - 2003
Hearst October 1996 - 1999
Skills
Strategy, Marketing Strategy, Marketing Management, Social Media, Retail, Brand Management, Footwear, Apparel, Account Management
Education
University of New Hampshire 1991 — 1995
BS
Bhushan Kulkarni, CFA's State Street Experience October 2013 - Present
Job VP at State Street
Industry Information Technology and Services
Experience
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
Misty Simpson's State Street Experience February 2011 - February 2013
Job Unit Manager Portfolio at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed February 2013 - Present
State Street February 2011 - February 2013
State Street July 2004 - February 2011
State Street December 2002 - July 2004
State Street October 2000 - December 2002
State Street May 1999 - October 2000
Skills
Financial Services, Recruiting, Management, Mutual Funds, CRM, Software Documentation, Employee Training, Business Analysis, Alternative Investments, Middle Office, Back Office, Analysis, Accounting, Business Process..., Trading, Global Custody, Finance, Fund Administration, Vendor Management, Corporate Actions, Customer Service
Education
University of Missouri-Kansas City 2001 — 2003
MBA, Marketing, Management
University of Missouri-Kansas City 1995 — 1999
Bachelor of Business Administration, Business Administration and Management, General
Waddell and Reed February 2013 - Present
State Street February 2011 - February 2013
State Street July 2004 - February 2011
State Street December 2002 - July 2004
State Street October 2000 - December 2002
State Street May 1999 - October 2000
Skills
Financial Services, Recruiting, Management, Mutual Funds, CRM, Software Documentation, Employee Training, Business Analysis, Alternative Investments, Middle Office, Back Office, Analysis, Accounting, Business Process..., Trading, Global Custody, Finance, Fund Administration, Vendor Management, Corporate Actions, Customer Service
Education
University of Missouri-Kansas City 2001 — 2003
MBA, Marketing, Management
University of Missouri-Kansas City 1995 — 1999
Bachelor of Business Administration, Business Administration and Management, General
Craig Maurer, CFA's State Street Experience February 2005 - January 2006
Job Equity Analyst at Adage Capital Management, LP
Industry Investment Management
Experience
Adage Capital Management, LP January 2015 - Present
Adage Capital Mangagement, LP September 2008 - December 2014
Adage Capital Management, LP January 2006 - September 2008
State Street February 2005 - January 2006
Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Hedge Funds, Financial Analysis, Asset Management, Investments
Education
University of New Hampshire 1998 — 2002
BA, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BA, Business Administration and Management, General
Adage Capital Management, LP January 2015 - Present
Adage Capital Mangagement, LP September 2008 - December 2014
Adage Capital Management, LP January 2006 - September 2008
State Street February 2005 - January 2006
Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Hedge Funds, Financial Analysis, Asset Management, Investments
Education
University of New Hampshire 1998 — 2002
BA, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BA, Business Administration and Management, General
Meagan Moore's State Street Experience May 2000 - July 2003
Job Compensation Manager at UMB Bank
Industry Financial Services
Experience
UMB Bank January 2012 - Present
UMB Bank September 2010 - December 2011
H&R Block January 2008 - December 2009
Cerner Corporation August 2003 - January 2008
State Street May 2000 - July 2003
Education
University of Missouri-Kansas City 2000 — 2002
MBA, Finance
University of Missouri-Kansas City 1997 — 2000
BS, Accounting
UMB Bank January 2012 - Present
UMB Bank September 2010 - December 2011
H&R Block January 2008 - December 2009
Cerner Corporation August 2003 - January 2008
State Street May 2000 - July 2003
Education
University of Missouri-Kansas City 2000 — 2002
MBA, Finance
University of Missouri-Kansas City 1997 — 2000
BS, Accounting
Matt Elsener's State Street Experience 2006 - 2007
Job Manager, Group Investment Oversight
Industry Financial Services
Experience
Prudential Assurance April 2015 - Present
Jackson National Asset Management, LLC January 2014 - April 2015
Jackson National Asset Management, LLC February 2013 - January 2014
Prudential Assurance February 2011 - February 2013
Jackson National Asset Management, LLC December 2007 - February 2011
State Street 2006 - 2007
Skills
Financial Modeling, Bloomberg, Finance, Asset Management, Financial Analysis, Strategic Financial..., Analysis, Investments, Securities, Portfolio Management, Mergers, Valuation, Equities, Management
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science, Finance
Prudential Assurance April 2015 - Present
Jackson National Asset Management, LLC January 2014 - April 2015
Jackson National Asset Management, LLC February 2013 - January 2014
Prudential Assurance February 2011 - February 2013
Jackson National Asset Management, LLC December 2007 - February 2011
State Street 2006 - 2007
Skills
Financial Modeling, Bloomberg, Finance, Asset Management, Financial Analysis, Strategic Financial..., Analysis, Investments, Securities, Portfolio Management, Mergers, Valuation, Equities, Management
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science, Finance
Anthony Videtto's State Street Experience October 1988 - Present
Job SVP at State Street
Industry Financial Services
Experience
State Street October 1988 - Present
Skills
Securities, Mutual Funds, Fixed Income, Financial Services, Equities, Back Office, Market Data, Fund Accounting, Bloomberg, Asset Management, Investments, Derivatives, Portfolio Management, Hedge Funds, Alternative Investments, Corporate Actions, Middle Office, Risk Management
Education
University of New Hampshire 1984 — 1988
Bachelor's Degree, Business Administration
Mansfield High School 1980 — 1984
State Street October 1988 - Present
Skills
Securities, Mutual Funds, Fixed Income, Financial Services, Equities, Back Office, Market Data, Fund Accounting, Bloomberg, Asset Management, Investments, Derivatives, Portfolio Management, Hedge Funds, Alternative Investments, Corporate Actions, Middle Office, Risk Management
Education
University of New Hampshire 1984 — 1988
Bachelor's Degree, Business Administration
Mansfield High School 1980 — 1984
Caleb Egli, CPA's State Street Experience February 2009 - May 2009
Job Tax Manager (Federal Tax) at Crowe Horwath LLP
Industry Accounting
Experience
Discovery Christian Church of Davis August 2014 - Present
JMW & Associates January 2011 - August 2012
UMKC August 2009 - May 2010
BKD, LLP June 2009 - August 2009
State Street February 2009 - May 2009
American Sterling Bank June 2008 - January 2009
Skills
Financial Accounting, Accounting, Tax, Financial Reporting, CPA, Microsoft Excel, Leadership, Financial Analysis, QuickBooks, Public Speaking
Education
University of Missouri-Kansas City 2009 — 2010
Masters of Science, Accountancy
University of Missouri-Kansas City 2005 — 2009
Bachelor of Science, Accountancy
Discovery Christian Church of Davis August 2014 - Present
JMW & Associates January 2011 - August 2012
UMKC August 2009 - May 2010
BKD, LLP June 2009 - August 2009
State Street February 2009 - May 2009
American Sterling Bank June 2008 - January 2009
Skills
Financial Accounting, Accounting, Tax, Financial Reporting, CPA, Microsoft Excel, Leadership, Financial Analysis, QuickBooks, Public Speaking
Education
University of Missouri-Kansas City 2009 — 2010
Masters of Science, Accountancy
University of Missouri-Kansas City 2005 — 2009
Bachelor of Science, Accountancy
Andrew Faber's State Street Experience July 2010 - May 2014
Job Financial Analyst at Spectra Logic
Industry Computer Hardware
Experience
Spectra Logic August 2014 - Present
State Street July 2010 - May 2014
State Street December 2007 - June 2010
Atlas Distributing, Inc. June 2003 - August 2007
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Process Improvement, Business Strategy, Financial Reporting, Financial Risk, Analysis, Finance, Business Process, Forecasting, Governance, Budgets, Risk Management, Stress Testing, Financial Services, Basel II, Data Mining, Technical Writing, Microsoft Office, Microsoft Excel, PowerPoint, Essbase, Microsoft Word, Data Analysis
Education
University of New Hampshire
Bachelors of Arts, Communication
Spectra Logic August 2014 - Present
State Street July 2010 - May 2014
State Street December 2007 - June 2010
Atlas Distributing, Inc. June 2003 - August 2007
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Process Improvement, Business Strategy, Financial Reporting, Financial Risk, Analysis, Finance, Business Process, Forecasting, Governance, Budgets, Risk Management, Stress Testing, Financial Services, Basel II, Data Mining, Technical Writing, Microsoft Office, Microsoft Excel, PowerPoint, Essbase, Microsoft Word, Data Analysis
Education
University of New Hampshire
Bachelors of Arts, Communication
Daniel Scully's State Street Experience 2006 - 2007
Job Vice President Team Leader: CDO Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank May 2014 - Present
US Bank September 2007 - May 2014
State Street 2006 - 2007
US Bank/ State Street Bank & Trust 2003 - 2006
State Street 1996 - 2003
BayBank 1995 - 1996
Skills
CDO, Bonds, Banking, Analysis, Accounting, Commercial Mortgages, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Residential Mortgages, Sales, Securitization, Structured Finance, Valuation, Bloomberg, CMBS, Equities, Derivatives, Mortgage Lending, Negotiation, Relationship Management, SDLC, Securities, Financial Services
Education
University of New Hampshire 1991 — 1995
Bachelor of Science (B.S.), Economics and Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
U.S. Bank May 2014 - Present
US Bank September 2007 - May 2014
State Street 2006 - 2007
US Bank/ State Street Bank & Trust 2003 - 2006
State Street 1996 - 2003
BayBank 1995 - 1996
Skills
CDO, Bonds, Banking, Analysis, Accounting, Commercial Mortgages, Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Residential Mortgages, Sales, Securitization, Structured Finance, Valuation, Bloomberg, CMBS, Equities, Derivatives, Mortgage Lending, Negotiation, Relationship Management, SDLC, Securities, Financial Services
Education
University of New Hampshire 1991 — 1995
Bachelor of Science (B.S.), Economics and Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Brenton Kuhn's State Street Experience August 2000 - April 2006
Job Database Administrator at Mercy Medical Center
Industry Information Technology and Services
Experience
Mercy Medical Center March 2012 - Present
CRST April 2010 - March 2012
GreatAmerica Leasing August 2008 - March 2010
Lockton Companies August 2007 - May 2008
Midland Loan Services April 2006 - April 2007
State Street August 2000 - April 2006
Skills
SQL Server, T-SQL, SSRS, SSIS, HTML, .NET, Database Administration, Data Warehousing, Business Intelligence, SQL
Education
University of Missouri-Kansas City 2000 — 2005
MBA, MIS
University of Northern Iowa 1993 — 1998
Bachelor of Arts, Finance, Economics
Mercy Medical Center March 2012 - Present
CRST April 2010 - March 2012
GreatAmerica Leasing August 2008 - March 2010
Lockton Companies August 2007 - May 2008
Midland Loan Services April 2006 - April 2007
State Street August 2000 - April 2006
Skills
SQL Server, T-SQL, SSRS, SSIS, HTML, .NET, Database Administration, Data Warehousing, Business Intelligence, SQL
Education
University of Missouri-Kansas City 2000 — 2005
MBA, MIS
University of Northern Iowa 1993 — 1998
Bachelor of Arts, Finance, Economics
Alison Bankowski's State Street Experience July 2014 - Present
Job Senior Account Manager at State Street
Industry Financial Services
Experience
State Street July 2014 - Present
State Street Corp June 2010 - June 2014
State Street December 2007 - May 2010
State Street September 2006 - November 2007
Guardian Life April 2006 - August 2006
Skills
Leadership, Strategic Planning, Social Media, Event Planning, Social Media Marketing, Financial Analysis, Public Relations, Financial Services, Microsoft Excel, Budgets
Education
University of New Hampshire 2001 — 2005
Bachelors, Communications and Minor Business Management, Concentration Accounting
State Street July 2014 - Present
State Street Corp June 2010 - June 2014
State Street December 2007 - May 2010
State Street September 2006 - November 2007
Guardian Life April 2006 - August 2006
Skills
Leadership, Strategic Planning, Social Media, Event Planning, Social Media Marketing, Financial Analysis, Public Relations, Financial Services, Microsoft Excel, Budgets
Education
University of New Hampshire 2001 — 2005
Bachelors, Communications and Minor Business Management, Concentration Accounting
Ashwaghosh Kamble's State Street Experience September 2012 - Present
Job Consultant Lead QA Engineer at State Street Corp
Industry Information Technology and Services
Experience
State Street September 2012 - Present
Fidelity Investments June 2003 - April 2012
Skills
QTP, Quality Center, WinRunner, testdirector, Hammer, Flex, ClearCase, Oracle 9i, DB2, VBScript, Python, Ruby, Mainframe
Education
University of Mumbai 1995 — 1997
Master of Science (MSc), Computer Science
State Street September 2012 - Present
Fidelity Investments June 2003 - April 2012
Skills
QTP, Quality Center, WinRunner, testdirector, Hammer, Flex, ClearCase, Oracle 9i, DB2, VBScript, Python, Ruby, Mainframe
Education
University of Mumbai 1995 — 1997
Master of Science (MSc), Computer Science
Corey French's State Street Experience August 2008 - February 2012
Job Experienced in tax accounting, mutual and hedge funds
Industry Financial Services
Experience
A Goodtime DJ/Wicked Fun Photo-Booth July 2012 - Present
Eastern Bank March 2015 - June 2015
Taxware August 2013 - November 2014
J.P. Morgan January 2013 - April 2013
State Street August 2008 - February 2012
AIG Financial Advisors February 2008 - May 2008
Skills
Hedge Funds, Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Fund Administration, Corporate Actions, Global Custody, Financial Reporting, Tax, Finance, NAV, Fund Of Funds, Fund Services, Transfer Agency, Bloomberg Terminal, Microsoft Excel, Time Management, Social Media, Public Speaking, Event Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Financial Services, Analysis, Leadership, Financial Modeling, Banking, Event Management, Portfolio Management, Access, Outlook, Social Networking, Asset Management, Alternative Investments, Management, Financial Statements, Data Analysis, Investments, Strategic Planning, Sales Tax, Risk Analysis, Electronic Payment...
Education
University of New Hampshire 2003 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, Focused in finance and accounting
University of New Hampshire 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
University of New Hampshire 2003 — 2008
B.A; B.A, Business Administration; Political Science
A Goodtime DJ/Wicked Fun Photo-Booth July 2012 - Present
Eastern Bank March 2015 - June 2015
Taxware August 2013 - November 2014
J.P. Morgan January 2013 - April 2013
State Street August 2008 - February 2012
AIG Financial Advisors February 2008 - May 2008
Skills
Hedge Funds, Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Fund Administration, Corporate Actions, Global Custody, Financial Reporting, Tax, Finance, NAV, Fund Of Funds, Fund Services, Transfer Agency, Bloomberg Terminal, Microsoft Excel, Time Management, Social Media, Public Speaking, Event Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Financial Services, Analysis, Leadership, Financial Modeling, Banking, Event Management, Portfolio Management, Access, Outlook, Social Networking, Asset Management, Alternative Investments, Management, Financial Statements, Data Analysis, Investments, Strategic Planning, Sales Tax, Risk Analysis, Electronic Payment...
Education
University of New Hampshire 2003 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, Focused in finance and accounting
University of New Hampshire 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
University of New Hampshire 2003 — 2008
B.A; B.A, Business Administration; Political Science
Sean Staples's State Street Experience July 2008 - Present
Job Facility Supervisor at Central Parking System
Industry Financial Services
Experience
State Street July 2008 - Present
Central Parking System February 2008 - Present
Ameriprise Financial May 2006 - May 2008
Education
University of Missouri-Kansas City 2008 — 2010
Master's, Business Administration
University of Missouri-Kansas City 2002 — 2005
BS, Business Administration
State Street July 2008 - Present
Central Parking System February 2008 - Present
Ameriprise Financial May 2006 - May 2008
Education
University of Missouri-Kansas City 2008 — 2010
Master's, Business Administration
University of Missouri-Kansas City 2002 — 2005
BS, Business Administration
Thomas Carter's State Street Experience July 2009 - April 2010
Job Vice President, Product Development & Innovation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Shayla Guevel's State Street Experience January 2009 - Present
Job Senior Accountant at State Street
Industry Financial Services
Experience
State Street January 2009 - Present
State Street May 2007 - December 2008
UMB Bank March 2005 - May 2007
Buffalo Wild Wings January 2002 - January 2007
Oceans of Fun May 2001 - October 2005
Skills
Account Reconciliation, Financial Analysis, Insurance
Education
University of Missouri-Kansas City 2002 — 2006
State Street January 2009 - Present
State Street May 2007 - December 2008
UMB Bank March 2005 - May 2007
Buffalo Wild Wings January 2002 - January 2007
Oceans of Fun May 2001 - October 2005
Skills
Account Reconciliation, Financial Analysis, Insurance
Education
University of Missouri-Kansas City 2002 — 2006
Ray Vora, CPA CIA's State Street Experience January 2001 - May 2006
Job Senior Audit Manager at GFI Group
Industry Investment Management
Experience
GFI Group January 2014 - Present
Lazard March 2012 - March 2013
Prudential Financial December 2006 - March 2012
State Street January 2001 - May 2006
Merrill Lynch Investment Management June 1990 - December 2000
Skills
CPA, CIA, CISA, Internal Audit, Fund Accounting, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk, Cash Management, Financial Analysis, Hedge Funds, Asset Managment, Accounting, Capital Markets
Education
University of Mumbai
Bechlor of Commerce, Accounting and Finance
GFI Group January 2014 - Present
Lazard March 2012 - March 2013
Prudential Financial December 2006 - March 2012
State Street January 2001 - May 2006
Merrill Lynch Investment Management June 1990 - December 2000
Skills
CPA, CIA, CISA, Internal Audit, Fund Accounting, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk, Cash Management, Financial Analysis, Hedge Funds, Asset Managment, Accounting, Capital Markets
Education
University of Mumbai
Bechlor of Commerce, Accounting and Finance
Mary Ann Deming's State Street Experience December 1989 - December 1993
Job Comptroller at International Association of Assessing Officers (IAAO)
Industry Nonprofit Organization Management
Experience
International Association of Assessing Officers (IAAO) May 2015 - Present
International Association of Assessing Officers 2005 - Present
Greater Kansas City Community Foundation 1996 - 2005
State Street December 1989 - December 1993
Skills
General Ledger, Budgets, Financial Statements, Accounting, FRx, Monthly Close, Year-end Close, Non-profits, Microsoft Dynamics SL, Strategic Planning, Accounting Management, Great Plains Software, Depreciation, GAAP, iMIS, Nonprofits, Fixed Asset Management, Consolidated Financial..., TIMSS, Fund Accounting, Fundraising, Revenue Recognition, QuickBooks, Sales Tax, Small Business, Cash Management, Payroll, Public Speaking, Finance, Internal Controls, Microsoft Excel
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor of Science, Accounting
International Association of Assessing Officers (IAAO) May 2015 - Present
International Association of Assessing Officers 2005 - Present
Greater Kansas City Community Foundation 1996 - 2005
State Street December 1989 - December 1993
Skills
General Ledger, Budgets, Financial Statements, Accounting, FRx, Monthly Close, Year-end Close, Non-profits, Microsoft Dynamics SL, Strategic Planning, Accounting Management, Great Plains Software, Depreciation, GAAP, iMIS, Nonprofits, Fixed Asset Management, Consolidated Financial..., TIMSS, Fund Accounting, Fundraising, Revenue Recognition, QuickBooks, Sales Tax, Small Business, Cash Management, Payroll, Public Speaking, Finance, Internal Controls, Microsoft Excel
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor of Science, Accounting
Chandra Olson's State Street Experience 1990 - 2000
Job Client Service Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
State Street 1990 - 2000
Education
University of New Hampshire 1986 — 1991
BA, Psychology
Ameriprise Financial February 2011 - Present
State Street 1990 - 2000
Education
University of New Hampshire 1986 — 1991
BA, Psychology
Latha Attari's State Street Experience January 2006 - November 2007
Job Graduate Program at Boston University, Metropolitan College
Industry Information Technology and Services
Experience
Boston University, Metropolitan College September 2012 - Present
Wells Fargo November 2009 - April 2012
Alameda County November 2008 - December 2009
State Street January 2006 - November 2007
American Student Assistance May 2003 - January 2005
CUNA Mutual Group October 2000 - December 2001
Patni Computer Services 1991 - 1992
Education
University of Mumbai 1986 — 1990
BS, Electrical Engineering
Boston University, Metropolitan College September 2012 - Present
Wells Fargo November 2009 - April 2012
Alameda County November 2008 - December 2009
State Street January 2006 - November 2007
American Student Assistance May 2003 - January 2005
CUNA Mutual Group October 2000 - December 2001
Patni Computer Services 1991 - 1992
Education
University of Mumbai 1986 — 1990
BS, Electrical Engineering
Bill Kraft's State Street Experience June 2008 - May 2012
Job DB2 Database Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
Systems Integration Solutions August 2013 - March 2014
IBM May 2012 - July 2013
State Street June 2008 - May 2012
Ameritas Life Insurance June 1997 - June 2008
Skills
DB2, Datastage, Databases, TSO, SQL Tuning, CA-Datacom, Database Administration, SQL, Database Design, REXX, ER Studio, CA-SysView, Omegamon, WebFOCUS, QREP, Change Management, Project Planning, SMP/E, CICS, Replication, DataStage, Unix, Disaster Recovery
Education
University of Nebraska-Lincoln 1992 — 1994
MBA, Management Information Systems
Charles Schwab March 2014 - Present
Systems Integration Solutions August 2013 - March 2014
IBM May 2012 - July 2013
State Street June 2008 - May 2012
Ameritas Life Insurance June 1997 - June 2008
Skills
DB2, Datastage, Databases, TSO, SQL Tuning, CA-Datacom, Database Administration, SQL, Database Design, REXX, ER Studio, CA-SysView, Omegamon, WebFOCUS, QREP, Change Management, Project Planning, SMP/E, CICS, Replication, DataStage, Unix, Disaster Recovery
Education
University of Nebraska-Lincoln 1992 — 1994
MBA, Management Information Systems
Mary Mirisola's State Street Experience January 2001 - November 2012
Job IT Systems Consultant
Industry Information Technology and Services
Experience
New England Technology Partners, Inc. August 2014 - October 2015
State Street January 2001 - November 2012
State Street January 2000 - December 2000
State Street April 1998 - December 1999
Reebok May 1996 - April 1998
Reebok January 1991 - May 1996
Reebok March 1988 - January 1991
Somerville Lumber and Supply Company May 1987 - March 1988
Hills Department Stores November 1985 - February 1987
Skills
Active Directory, VMware, Disaster Recovery, Windows Server, Servers, VMware ESX, Windows, Troubleshooting, Technical Support, Microsoft Office, Software Installation, Network Administration, Security, TCP/IP, System Administration, Networking, Group Policy, XP, BMC Remedy, Windows System..., Virtualization
Education
Information Technology Systems Training 1987 — 2008
various courses
University of New Hampshire 1983 — 1983
Computer Science
Bridgewater-Raynham Regional High School 1979 — 1983
New England Technology Partners, Inc. August 2014 - October 2015
State Street January 2001 - November 2012
State Street January 2000 - December 2000
State Street April 1998 - December 1999
Reebok May 1996 - April 1998
Reebok January 1991 - May 1996
Reebok March 1988 - January 1991
Somerville Lumber and Supply Company May 1987 - March 1988
Hills Department Stores November 1985 - February 1987
Skills
Active Directory, VMware, Disaster Recovery, Windows Server, Servers, VMware ESX, Windows, Troubleshooting, Technical Support, Microsoft Office, Software Installation, Network Administration, Security, TCP/IP, System Administration, Networking, Group Policy, XP, BMC Remedy, Windows System..., Virtualization
Education
Information Technology Systems Training 1987 — 2008
various courses
University of New Hampshire 1983 — 1983
Computer Science
Bridgewater-Raynham Regional High School 1979 — 1983
May Phengvongsa's State Street Experience November 2009 - July 2012
Job Hedge Fund Associate at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC March 2014 - Present
Northern Trust July 2012 - March 2014
State Street November 2009 - July 2012
H&R Block December 2009 - April 2010
Accounting & Advisory Services, P.A. January 2008 - May 2009
Koch & Koch CPAs January 2006 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, PeopleSoft, Finance, Microsoft Word, Investments, Microsoft Office, PowerPoint, Account Reconciliation, Outlook, Financial Statements, Data Analysis, Forecasting, Portfolio Management, Hedge Funds, Mutual Funds, Business Analysis, Risk Management, Valuation, Problem Solving, Organization, High level of initiative, Close Attention to..., Proactive self-starter, Quick Study, Business Process..., Financial Services, Asset Management, US and Foreign Markets, Emerging Markets, Customer Service, Client Relationship..., Employee Training, Best Practices, General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Bachelor of Science, Accounting
Cortland Capital Market Services LLC March 2014 - Present
Northern Trust July 2012 - March 2014
State Street November 2009 - July 2012
H&R Block December 2009 - April 2010
Accounting & Advisory Services, P.A. January 2008 - May 2009
Koch & Koch CPAs January 2006 - December 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, PeopleSoft, Finance, Microsoft Word, Investments, Microsoft Office, PowerPoint, Account Reconciliation, Outlook, Financial Statements, Data Analysis, Forecasting, Portfolio Management, Hedge Funds, Mutual Funds, Business Analysis, Risk Management, Valuation, Problem Solving, Organization, High level of initiative, Close Attention to..., Proactive self-starter, Quick Study, Business Process..., Financial Services, Asset Management, US and Foreign Markets, Emerging Markets, Customer Service, Client Relationship..., Employee Training, Best Practices, General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Bachelor of Science, Accounting
Kusum DMonte's State Street Experience 2005 - 2005
Job Senior Software Engineer at Kiva Systems, an Amazon Company
Industry Computer Software
Experience
Kiva Systems October 2013 - Present
Constant Contact July 2010 - October 2013
ModusLink October 2005 - July 2010
State Street 2005 - 2005
Citigroup June 2004 - December 2004
Patni Computer Systems August 2002 - June 2004
Skills
Java Enterprise Edition, Java, Oracle, JSP, Microsoft SQL Server, Software Development, Databases, MySQL, SQL, Subversion, jQuery, Architectures, Linux, Git, MVC, JavaScript
Education
University of Mumbai 1999 — 2002
BE, Computer Engineering
Kiva Systems October 2013 - Present
Constant Contact July 2010 - October 2013
ModusLink October 2005 - July 2010
State Street 2005 - 2005
Citigroup June 2004 - December 2004
Patni Computer Systems August 2002 - June 2004
Skills
Java Enterprise Edition, Java, Oracle, JSP, Microsoft SQL Server, Software Development, Databases, MySQL, SQL, Subversion, jQuery, Architectures, Linux, Git, MVC, JavaScript
Education
University of Mumbai 1999 — 2002
BE, Computer Engineering
Hitendra Derashree's State Street Experience 2006 - 2008
Job Project Manager
Industry Investment Banking
Experience
First Data Corporation 2014 - Present
State Street Syntel Services Pvt Ltd September 2010 - Present
Syntel September 2010 - Present
Euro Car Parts Ltd. October 2008 - October 2010
State Street Syntel Services Pvt. Ltd. August 2006 - September 2008
STATE STREET 2006 - 2008
UTI Securities 2005 - 2006
Skills
Business Analysis, Capital Markets, Equities, MIS, Management, Sourcing, Pricing, Procurement, Purchasing, Training, Process Improvement, Operations Management, Analysis, Investment Banking, Derivatives, Sales, Financial Analysis, Vendor Management, Risk Management, Business Strategy, Banking, Outsourcing, Portfolio Management, Finance, Project Management, Trading, Product Development, Budgets, Business Planning, Team Leadership, CRM
Education
University of Mumbai 1992 — 1997
Bachelor, Accounting and Finance
First Data Corporation 2014 - Present
State Street Syntel Services Pvt Ltd September 2010 - Present
Syntel September 2010 - Present
Euro Car Parts Ltd. October 2008 - October 2010
State Street Syntel Services Pvt. Ltd. August 2006 - September 2008
STATE STREET 2006 - 2008
UTI Securities 2005 - 2006
Skills
Business Analysis, Capital Markets, Equities, MIS, Management, Sourcing, Pricing, Procurement, Purchasing, Training, Process Improvement, Operations Management, Analysis, Investment Banking, Derivatives, Sales, Financial Analysis, Vendor Management, Risk Management, Business Strategy, Banking, Outsourcing, Portfolio Management, Finance, Project Management, Trading, Product Development, Budgets, Business Planning, Team Leadership, CRM
Education
University of Mumbai 1992 — 1997
Bachelor, Accounting and Finance
Chris Hinrichs, CPA's State Street Experience August 2010 - December 2010
Job Tax Manager at Cimarron Lumber & Supply
Industry Accounting
Experience
Cimarron Lumber & Supply June 2015 - Present
HSMC Orizon LLC October 2014 - May 2015
HSMC Orizon LLC November 2013 - October 2014
JMW & Associates January 2011 - November 2013
State Street August 2010 - December 2010
Skills
Tax, Tax Preparation, Fund Accounting, Corporate Tax, Financial Reporting, Financial Analysis, Financial Accounting, Financial Statements, CPA, General Ledger
Education
University of Missouri-Kansas City 2010 — 2014
Masters in the Science of Accounting, Taxation
University of Missouri-Kansas City 2006 — 2010
Bachelors’ of Science in Accounting
Cimarron Lumber & Supply June 2015 - Present
HSMC Orizon LLC October 2014 - May 2015
HSMC Orizon LLC November 2013 - October 2014
JMW & Associates January 2011 - November 2013
State Street August 2010 - December 2010
Skills
Tax, Tax Preparation, Fund Accounting, Corporate Tax, Financial Reporting, Financial Analysis, Financial Accounting, Financial Statements, CPA, General Ledger
Education
University of Missouri-Kansas City 2010 — 2014
Masters in the Science of Accounting, Taxation
University of Missouri-Kansas City 2006 — 2010
Bachelors’ of Science in Accounting
Brandon Dupuie's State Street Experience July 2008 - January 2010
Job Solution Architect at Cerner Corp
Industry Information Technology and Services
Experience
Cerner Corporation January 2010 - Present
State Street July 2008 - January 2010
The Home Depot November 2006 - June 2008
Education
University of Missouri-Kansas City 2008 — 2009
M.B.A., Finance and Marketing
University of Missouri-Kansas City 2002 — 2008
Bachelor, Business Administration
Cerner Corporation January 2010 - Present
State Street July 2008 - January 2010
The Home Depot November 2006 - June 2008
Education
University of Missouri-Kansas City 2008 — 2009
M.B.A., Finance and Marketing
University of Missouri-Kansas City 2002 — 2008
Bachelor, Business Administration
Nilesh Rana's State Street Experience March 2006 - Present
Job AVP at State Street
Industry Financial Services
Experience
State Street March 2006 - Present
Patni Computer Systems June 1995 - February 2006
Fidelity Investments 2003 - 2006
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, SOA, Requirements Gathering, Oracle, PL/SQL, Project Governance, Solution Architecture, FX Spot, FX trading, Data Warehousing, Unix
Education
University of Mumbai 1993 — 1996
Master's degree, Computer Engineering
State Street March 2006 - Present
Patni Computer Systems June 1995 - February 2006
Fidelity Investments 2003 - 2006
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, SOA, Requirements Gathering, Oracle, PL/SQL, Project Governance, Solution Architecture, FX Spot, FX trading, Data Warehousing, Unix
Education
University of Mumbai 1993 — 1996
Master's degree, Computer Engineering
Sean Staples's State Street Experience July 2008 - December 2010
Job Project Financial Manager at Ericsson
Industry Telecommunications
Experience
Ericsson April 2013 - Present
Central Parking System December 2010 - April 2013
State Street July 2008 - December 2010
Ameriprise Financial 2006 - 2008
Skills
Forecasting, Data Analysis, Financial Analysis, Business Development, Microsoft Excel, Customer Service, Strategic Financial..., Business Analysis, Contract Negotiation, Communication, Project management, Process Improvement, Sales, Leadership
Education
University of Missouri-Kansas City 2008 — 2010
M.B.A., Finance, entrepreneurship
Ericsson April 2013 - Present
Central Parking System December 2010 - April 2013
State Street July 2008 - December 2010
Ameriprise Financial 2006 - 2008
Skills
Forecasting, Data Analysis, Financial Analysis, Business Development, Microsoft Excel, Customer Service, Strategic Financial..., Business Analysis, Contract Negotiation, Communication, Project management, Process Improvement, Sales, Leadership
Education
University of Missouri-Kansas City 2008 — 2010
M.B.A., Finance, entrepreneurship
Jason Epperson's State Street Experience February 2013 - January 2014
Job Loan Analyst at Midland Loan Services
Industry Banking
Experience
Midland Loan Services June 2014 - Present
State Street February 2013 - January 2014
State Street November 2011 - February 2013
Bank of the West April 2008 - November 2010
Hy-Vee May 2002 - January 2006
Skills
Banking, Databases, Microsoft Excel, Microsoft Office, PAM, MCH, VMW, Bloomberg Terminal, Finance, Accounting, Investments, Mutual Funds, Customer Service, Financial Services, Leadership, PowerPoint
Education
University of Missouri-Kansas City 2006 — 2009
Bachelor of Arts (B.A.), Economics
Midland Loan Services June 2014 - Present
State Street February 2013 - January 2014
State Street November 2011 - February 2013
Bank of the West April 2008 - November 2010
Hy-Vee May 2002 - January 2006
Skills
Banking, Databases, Microsoft Excel, Microsoft Office, PAM, MCH, VMW, Bloomberg Terminal, Finance, Accounting, Investments, Mutual Funds, Customer Service, Financial Services, Leadership, PowerPoint
Education
University of Missouri-Kansas City 2006 — 2009
Bachelor of Arts (B.A.), Economics
Becky Margason's State Street Experience 2005 - 2008
Job Senior Accountant
Industry Financial Services
Experience
Kessinger Hunter October 2014 - Present
Searles Valley Minerals 2013 - 2014
H&R Block 2012 - 2013
KeyBank Real Estate Capital 2008 - 2012
State Street 2005 - 2008
Skills
Account Reconciliation, Financial Statements, General Ledger, Accounting, Financial Reporting, Accounts Payable, Financial Analysis, Financial Audits, Banking, Finance, Asset Managment, Analysis, Financial Accounting, Fund Accounting, Cash Flow, PeopleSoft, Access, Cash Management, Internal Controls, GAAP, Credit Analysis, Accounts Receivable, Mutual Funds, Bank Reconciliation, 10 Key, Accruals, Credit, Microsoft Excel, Journal Entries, US GAAP, Monthly Close, Year-end Close, Peachtree, Financial Statement..., Cash Flow Forecasting, Cash, Treasury, Sage, Vlookup, Property Management, MRI Software, SAP
Education
University of Missouri-Saint Louis 2004 — 2004
Bachelor of Science, Accounting
SOUTHWEST MISSOURI STATE UNIVERSITY 1999 — 2003
Bachelor of Science, Administrative Management
Kessinger Hunter October 2014 - Present
Searles Valley Minerals 2013 - 2014
H&R Block 2012 - 2013
KeyBank Real Estate Capital 2008 - 2012
State Street 2005 - 2008
Skills
Account Reconciliation, Financial Statements, General Ledger, Accounting, Financial Reporting, Accounts Payable, Financial Analysis, Financial Audits, Banking, Finance, Asset Managment, Analysis, Financial Accounting, Fund Accounting, Cash Flow, PeopleSoft, Access, Cash Management, Internal Controls, GAAP, Credit Analysis, Accounts Receivable, Mutual Funds, Bank Reconciliation, 10 Key, Accruals, Credit, Microsoft Excel, Journal Entries, US GAAP, Monthly Close, Year-end Close, Peachtree, Financial Statement..., Cash Flow Forecasting, Cash, Treasury, Sage, Vlookup, Property Management, MRI Software, SAP
Education
University of Missouri-Saint Louis 2004 — 2004
Bachelor of Science, Accounting
SOUTHWEST MISSOURI STATE UNIVERSITY 1999 — 2003
Bachelor of Science, Administrative Management
Brandon Maurer's State Street Experience December 2011 - April 2012
Job Market Data Analyst at Spring Venture Group
Industry Information Technology and Services
Experience
Spring Venture Group November 2014 - Present
Cerner Corporation April 2014 - July 2014
GE Transportation May 2012 - March 2014
State Street December 2011 - April 2012
UMKC May 2010 - April 2011
UMKC May 2010 - April 2011
The Blue Moose Bar and Grill July 2008 - September 2010
L'etage Cafe January 2006 - February 2008
Skills
Financial Analysis, Financial Modeling, Leadership, Management, Risk Management, Forecasting, Cross-functional Team..., Team Building, CRM, Microsoft Excel, Budgets, Investments, Finance, Accounting, Sales, Auditing, Fundraising, Internal Controls, Variance Analysis, Access, Financial Reporting, Project Management, Analysis, Training, Process Improvement, Strategic Planning, Teamwork, Time Management, Microsoft Office, Data Analysis
Education
University of Missouri-Kansas City 2009 — 2011
BBA, Finance
Metropolitan Community College of Kansas City 2007 — 2009
Associates of Arts, Business
Spring Venture Group November 2014 - Present
Cerner Corporation April 2014 - July 2014
GE Transportation May 2012 - March 2014
State Street December 2011 - April 2012
UMKC May 2010 - April 2011
UMKC May 2010 - April 2011
The Blue Moose Bar and Grill July 2008 - September 2010
L'etage Cafe January 2006 - February 2008
Skills
Financial Analysis, Financial Modeling, Leadership, Management, Risk Management, Forecasting, Cross-functional Team..., Team Building, CRM, Microsoft Excel, Budgets, Investments, Finance, Accounting, Sales, Auditing, Fundraising, Internal Controls, Variance Analysis, Access, Financial Reporting, Project Management, Analysis, Training, Process Improvement, Strategic Planning, Teamwork, Time Management, Microsoft Office, Data Analysis
Education
University of Missouri-Kansas City 2009 — 2011
BBA, Finance
Metropolitan Community College of Kansas City 2007 — 2009
Associates of Arts, Business
Kris Bauer's State Street Experience August 2013 - Present
Job Senior Fund Accountant at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
Aspen Contracting, Inc January 2012 - August 2013
USA RS March 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Customer Service, Microsoft Word, Sales, PowerPoint, Leadership, Team Leadership, Management, Account Management, Accounts Payable, Accounts Receivable
Education
University of Nebraska-Lincoln 2007 — 2011
BS, Accounting and Finance
State Street August 2013 - Present
Aspen Contracting, Inc January 2012 - August 2013
USA RS March 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Customer Service, Microsoft Word, Sales, PowerPoint, Leadership, Team Leadership, Management, Account Management, Accounts Payable, Accounts Receivable
Education
University of Nebraska-Lincoln 2007 — 2011
BS, Accounting and Finance
Bryan Mathews's State Street Experience September 2009 - May 2011
Job Fund Accounting Specialist at JP Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Eaton Vance January 2013 - April 2013
C.W. Capital July 2012 - December 2012
State Street September 2009 - May 2011
Beth Israel Medical Center July 2008 - September 2009
Skills
Accounting, General Ledger, Auditing, Internal Controls, Analysis, Accruals, Invoicing, Financial Statements, Bank Reconciliation, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Accounting, Accounts Payable
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Accounting
J.P. Morgan May 2013 - Present
Eaton Vance January 2013 - April 2013
C.W. Capital July 2012 - December 2012
State Street September 2009 - May 2011
Beth Israel Medical Center July 2008 - September 2009
Skills
Accounting, General Ledger, Auditing, Internal Controls, Analysis, Accruals, Invoicing, Financial Statements, Bank Reconciliation, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Accounting, Accounts Payable
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Accounting
Tiffany Harrell's State Street Experience September 2013 - Present
Job Sr Custody Specialist, Cash COE
Industry Financial Services
Experience
State Street September 2013 - Present
State Street September 2011 - September 2013
State Street June 2008 - September 2011
Skills
Fund Accounting, Equities, Securities, Fund Of Funds, Settlement, Axys, Advent, FX Options, Hedge Funds, Credit Derivatives, Derivatives, Portia, Fixed Income, DTC, FX trading, Charles River IMS, Forwards, Vlookup, Morningstar, FX Hedging, Swaps, Bloomberg Terminal
Education
University of Missouri-Kansas City 2002 — 2005
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration and Management, General
State Street September 2013 - Present
State Street September 2011 - September 2013
State Street June 2008 - September 2011
Skills
Fund Accounting, Equities, Securities, Fund Of Funds, Settlement, Axys, Advent, FX Options, Hedge Funds, Credit Derivatives, Derivatives, Portia, Fixed Income, DTC, FX trading, Charles River IMS, Forwards, Vlookup, Morningstar, FX Hedging, Swaps, Bloomberg Terminal
Education
University of Missouri-Kansas City 2002 — 2005
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration and Management, General
Ashley Tyler's State Street Experience December 2007 - Present
Job Projec Manager/Senior Analyst
Industry Financial Services
Experience
State Street December 2007 - Present
State Street March 2009 - June 2011
State Street December 2007 - June 2009
Keane May 2006 - December 2007
UMass Lowell May 2005 - May 2006
Apex IT January 2002 - November 2005
PeopleSoft May 1998 - December 2001
Skills
Certificate in Business..., Ceificate in Business..., Cerificate in Project..., Lean Practioner, Project Management
Education
Boson University
Certificate in Process Engineering
Boston University
Certificate in Business Analysis
Northeastern Universiity
BSBA, Marketing
University of New Hampshire
State Street December 2007 - Present
State Street March 2009 - June 2011
State Street December 2007 - June 2009
Keane May 2006 - December 2007
UMass Lowell May 2005 - May 2006
Apex IT January 2002 - November 2005
PeopleSoft May 1998 - December 2001
Skills
Certificate in Business..., Ceificate in Business..., Cerificate in Project..., Lean Practioner, Project Management
Education
Boson University
Certificate in Process Engineering
Boston University
Certificate in Business Analysis
Northeastern Universiity
BSBA, Marketing
University of New Hampshire
Stacey Holzwarth's State Street Experience December 1994 - September 1998
Job CoordinatorShared Business Services at University of Wyoming
Industry Accounting
Experience
University of Wyoming July 2015 - Present
Laramie County Community College January 2015 - Present
University of Wyoming Art Museum March 2015 - July 2015
Iowa State University Foundation February 2001 - August 2014
City of Ames Parks and Recreation January 2005 - July 2014
Iowa State University March 1999 - February 2001
State Street December 1994 - September 1998
Waddell & Reed May 1994 - November 1994
Skills
Investments, Accounting, Account Management, Custody, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Forecasting, Public Speaking, Fitness Instruction, Endowments, Private Equity, Non-profit Finance, Financial Services
Education
University of Missouri-Kansas City 1994 — 1996
MBA, Business
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Grain Valley High School
University of Wyoming July 2015 - Present
Laramie County Community College January 2015 - Present
University of Wyoming Art Museum March 2015 - July 2015
Iowa State University Foundation February 2001 - August 2014
City of Ames Parks and Recreation January 2005 - July 2014
Iowa State University March 1999 - February 2001
State Street December 1994 - September 1998
Waddell & Reed May 1994 - November 1994
Skills
Investments, Accounting, Account Management, Custody, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Forecasting, Public Speaking, Fitness Instruction, Endowments, Private Equity, Non-profit Finance, Financial Services
Education
University of Missouri-Kansas City 1994 — 1996
MBA, Business
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Grain Valley High School
Danielle Eisenmann's State Street Experience January 2007 - Present
Job Senior Accounting Pricing Specialist at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments September 2004 - January 2007
Putnam Investments September 2000 - September 2004
Skills
Mutual Funds
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (BS), Communication Sciences and Disorders, General
State Street January 2007 - Present
Putnam Investments September 2004 - January 2007
Putnam Investments September 2000 - September 2004
Skills
Mutual Funds
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (BS), Communication Sciences and Disorders, General
Parul Jhaveri's State Street Experience 2012 - Present
Job Assistant Vice President Business Analyst at State Street
Industry Financial Services
Experience
State Street 2012 - Present
Skills
Business Requirements, Business Analysis, Visio, PMO, Requirements Gathering, SDLC, Risk Management, Middle Office, Corporate Actions, Fund Accounting, Project Delivery, Process Improvement, Financial Services, Analysis, Requirements Analysis, Fixed Income, Project Management, Banking, Business Process, Business Process...
Education
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance
State Street 2012 - Present
Skills
Business Requirements, Business Analysis, Visio, PMO, Requirements Gathering, SDLC, Risk Management, Middle Office, Corporate Actions, Fund Accounting, Project Delivery, Process Improvement, Financial Services, Analysis, Requirements Analysis, Fixed Income, Project Management, Banking, Business Process, Business Process...
Education
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance
Denise Royer's State Street Experience August 1996 - Present
Job Officer Team Manager at State Street
Industry Financial Services
Experience
State Street August 1996 - Present
Education
University of Missouri-Kansas City
Master of Business Administration (MBA)
Baker University
Bachelor of Science (B.S.), Accounting/Business
State Street August 1996 - Present
Education
University of Missouri-Kansas City
Master of Business Administration (MBA)
Baker University
Bachelor of Science (B.S.), Accounting/Business
Michael Rohrich's State Street Experience September 2007 - Present
Job Custody Specialist II at State Street
Industry Financial Services
Experience
State Street September 2007 - Present
Skills
Financial Analysis, Equities
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
State Street September 2007 - Present
Skills
Financial Analysis, Equities
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Marlon Holloway's State Street Experience December 2006 - December 2008
Job Mutual Fund/Corporate Securities Analyst at Boston Financial Data Services
Industry Sporting Goods
Experience
Boston Financial Data Services November 2012 - Present
MC Sports 2010 - 2012
State Street December 2006 - December 2008
Encore Receivable Management Inc June 2003 - December 2006
Skills
Business Performance..., Trade Finance, Customer Service, Forecasting, Account Reconciliation, Accounting
Education
University of Missouri-Kansas City 2007 — 2010
Bachelors of Science, Finance, Ecomomics
Atlanta Metropolitan State College 1999 — 2002
Associate of Science (A.S.), Business Administration
Boston Financial Data Services November 2012 - Present
MC Sports 2010 - 2012
State Street December 2006 - December 2008
Encore Receivable Management Inc June 2003 - December 2006
Skills
Business Performance..., Trade Finance, Customer Service, Forecasting, Account Reconciliation, Accounting
Education
University of Missouri-Kansas City 2007 — 2010
Bachelors of Science, Finance, Ecomomics
Atlanta Metropolitan State College 1999 — 2002
Associate of Science (A.S.), Business Administration
Irina Boone's State Street Experience March 2013 - Present
Job Fund Administrator II at State Street
Industry Accounting
Experience
State Street March 2013 - Present
KC Accountant July 2010 - March 2014
Great Plains Compounding Center March 2009 - September 2012
Bartlett & Co. September 2008 - September 2009
PlattForm Advertising January 2009 - August 2009
Skills
Excel - Advanced..., Microsoft Office 2008..., General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Master's Degree in Accounting, Accounting
Penn Valley Community College 2000 — 2002
English as Second Language, general classes
Far Eastern National University 1986 — 1991
Bachelor Degree in Mathematics, Mathematics
State Street March 2013 - Present
KC Accountant July 2010 - March 2014
Great Plains Compounding Center March 2009 - September 2012
Bartlett & Co. September 2008 - September 2009
PlattForm Advertising January 2009 - August 2009
Skills
Excel - Advanced..., Microsoft Office 2008..., General Ledger
Education
University of Missouri-Kansas City 2003 — 2007
Master's Degree in Accounting, Accounting
Penn Valley Community College 2000 — 2002
English as Second Language, general classes
Far Eastern National University 1986 — 1991
Bachelor Degree in Mathematics, Mathematics
Sara Kumar's State Street Experience January 2015 - Present
Job Financial Analyst at State Street
Industry Investment Banking
Experience
State Street January 2015 - Present
Pioneer Investments July 2013 - October 2013
State Street 2010 - 2013
State Street 2007 - 2010
State Street 2004 - 2007
State Street 2002 - 2004
State Street 1998 - 2002
State Street 1997 - 1998
US Trust (now Citizens Bank) 1989 - 1997
Neworld Bank 1988 - 1989
Skills
Deadline Oriented, Dependable Team Player, Flexible and Aadaptable, Resourceful..., Analysis and Reporting, Financial Forecasting..., Account Reconciliation, Financial Transactions, Microsoft Excel, Pivot Tables, Communication, Hyperion Essbase, Longview Khalix, Oracle Financial..., Hogan (DDA), Attention to Detail, Microsoft Outlook, Accounting, Essbase, Variance Analysis, General Ledger
Education
Mysore University
Bachelor's degree, Biological Science
Mysore University
Master's degree, Biological Science
State Street January 2015 - Present
Pioneer Investments July 2013 - October 2013
State Street 2010 - 2013
State Street 2007 - 2010
State Street 2004 - 2007
State Street 2002 - 2004
State Street 1998 - 2002
State Street 1997 - 1998
US Trust (now Citizens Bank) 1989 - 1997
Neworld Bank 1988 - 1989
Skills
Deadline Oriented, Dependable Team Player, Flexible and Aadaptable, Resourceful..., Analysis and Reporting, Financial Forecasting..., Account Reconciliation, Financial Transactions, Microsoft Excel, Pivot Tables, Communication, Hyperion Essbase, Longview Khalix, Oracle Financial..., Hogan (DDA), Attention to Detail, Microsoft Outlook, Accounting, Essbase, Variance Analysis, General Ledger
Education
Mysore University
Bachelor's degree, Biological Science
Mysore University
Master's degree, Biological Science
Crandall Johnston's State Street Experience September 2012 - April 2015
Job Economist BLS
Industry Government Administration
Experience
Bureau of Labor Statistics April 2015 - Present
State Street September 2012 - April 2015
DST Systems July 2011 - September 2012
United States Marine Corps September 2003 - May 2008
Skills
Financial Analysis, Economics, Data Analysis, Management, Mutual Funds, Econometrics, Statistics, Microsoft Excel, Policy Analysis, Analysis, Macroeconomics, Research, Public Policy, Economic Research, Qualitative Research, Quantitative Analytics
Education
University of Missouri-Kansas City 2011 — 2013
Master's degree, Economics
Bureau of Labor Statistics April 2015 - Present
State Street September 2012 - April 2015
DST Systems July 2011 - September 2012
United States Marine Corps September 2003 - May 2008
Skills
Financial Analysis, Economics, Data Analysis, Management, Mutual Funds, Econometrics, Statistics, Microsoft Excel, Policy Analysis, Analysis, Macroeconomics, Research, Public Policy, Economic Research, Qualitative Research, Quantitative Analytics
Education
University of Missouri-Kansas City 2011 — 2013
Master's degree, Economics
Bryce Schroeder's State Street Experience September 2013 - Present
Job Pricing Analyst Associate 2 at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
Delaware North March 2009 - August 2014
Skills
Microsoft Word, Customer Service, Time Management, PowerPoint, Sales
Education
University of Missouri-Kansas City
State Street September 2013 - Present
Delaware North March 2009 - August 2014
Skills
Microsoft Word, Customer Service, Time Management, PowerPoint, Sales
Education
University of Missouri-Kansas City
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.