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
Matthew Cubellis Matthew Cubellis's State Street Experience April 2008 - December 2010
Job Treasury Supervisor at Amica Mutual Insurance
Industry Insurance
Experience
Amica Mutual Insurance August 2014 - Present
GTECH November 2012 - August 2014
GTECH January 2011 - December 2012
State Street April 2008 - December 2010
State Street August 2007 - April 2008
Skills
Microsoft Excel, SAP R/3, SAP FICO, Treasury Services, Financial Analysis, Financial Reporting, SAP FI/CO Configuration, US GAAP, Process Improvement, Business Analysis, Business Process..., Cash Flow, Strategic Financial..., Finance, Financial Modeling, SAP, Accounting, Vendor Management, Analysis, Financial Planning
Education
University of Rhode Island 2003 — 2007
Finance, General
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (BS), Finance
Amica Mutual Insurance August 2014 - Present
GTECH November 2012 - August 2014
GTECH January 2011 - December 2012
State Street April 2008 - December 2010
State Street August 2007 - April 2008
Skills
Microsoft Excel, SAP R/3, SAP FICO, Treasury Services, Financial Analysis, Financial Reporting, SAP FI/CO Configuration, US GAAP, Process Improvement, Business Analysis, Business Process..., Cash Flow, Strategic Financial..., Finance, Financial Modeling, SAP, Accounting, Vendor Management, Analysis, Financial Planning
Education
University of Rhode Island 2003 — 2007
Finance, General
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (BS), Finance
Jared Coffman Jared Coffman's State Street Experience April 2013 - Present
Job Custody Specialist at State Street
Industry Financial Services
Experience
State Street April 2013 - Present
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Finance, General
State Street April 2013 - Present
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Finance, General
Chad Greene's State Street Experience January 2015 - Present
Job Treasury ALM Manager at State Street
Industry Banking
Experience
State Street January 2015 - Present
Citizens Financial Group, Inc. April 2008 - January 2015
State Street June 2006 - April 2008
Bank of America May 2004 - June 2006
Fleet Bank July 2001 - May 2004
Skills
ALM, Banking, Finance, Treasury, Financial Risk, Treasury Management, Financial Modeling, Risk Management, Corporate Finance, Business Analysis, Analysis, Financial Analysis, Financial Services
Education
University of Rhode Island - College of Business Administration 1998 — 2001
Bachelor of Science, Finance major, Accounting minor
State Street January 2015 - Present
Citizens Financial Group, Inc. April 2008 - January 2015
State Street June 2006 - April 2008
Bank of America May 2004 - June 2006
Fleet Bank July 2001 - May 2004
Skills
ALM, Banking, Finance, Treasury, Financial Risk, Treasury Management, Financial Modeling, Risk Management, Corporate Finance, Business Analysis, Analysis, Financial Analysis, Financial Services
Education
University of Rhode Island - College of Business Administration 1998 — 2001
Bachelor of Science, Finance major, Accounting minor
Chris Ramirez's State Street Experience January 2008 - September 2012
Job DE/VA Underwriter at Nations Direct Mortgage
Industry Real Estate
Experience
Nations Direct Mortgage September 2012 - Present
State Street January 2008 - September 2012
NovaStar Financial May 1997 - October 2007
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Loan Origination, Loan Servicing, Residential Mortgages, Loss Mitigation, Refinance, FHA financing, VA loans
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Nations Direct Mortgage September 2012 - Present
State Street January 2008 - September 2012
NovaStar Financial May 1997 - October 2007
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Loan Origination, Loan Servicing, Residential Mortgages, Loss Mitigation, Refinance, FHA financing, VA loans
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Arveen Deo Arveen Deo's State Street Experience January 2012 - Present
Job Senior RIC Tax Associate at State Street
Industry Real Estate
Experience
State Street January 2012 - Present
Babasiga Financial Consulting and Tax Services February 2010 - Present
All Weather, Inc. June 2010 - January 2012
Biz Investment, Inc September 2007 - January 2010
Skills
Financial Reporting, General Ledger, Microsoft Excel, Accounts Payable, Financial Accounting, Accounting, Microsoft Office, Auditing, Outlook, QuickBooks, Analysis, PowerPoint, Process Improvement, Accruals, Cost Accounting, Cash Flow, Budgets, Financial Analysis, Financial Statements, Income Tax, Strategic Planning, Tax
Education
University if the South Pacific 2000 — 2003
BA, Accounting and Financial Management and Infomation Systems
University of Phoenix
Working towards CPA, Accounting
State Street January 2012 - Present
Babasiga Financial Consulting and Tax Services February 2010 - Present
All Weather, Inc. June 2010 - January 2012
Biz Investment, Inc September 2007 - January 2010
Skills
Financial Reporting, General Ledger, Microsoft Excel, Accounts Payable, Financial Accounting, Accounting, Microsoft Office, Auditing, Outlook, QuickBooks, Analysis, PowerPoint, Process Improvement, Accruals, Cost Accounting, Cash Flow, Budgets, Financial Analysis, Financial Statements, Income Tax, Strategic Planning, Tax
Education
University if the South Pacific 2000 — 2003
BA, Accounting and Financial Management and Infomation Systems
University of Phoenix
Working towards CPA, Accounting
Elis Perez-Baines Elis Perez-Baines's State Street Experience 2012 - March 2014
Job ISEC Implementation Project Focal IBM
Industry Information Technology and Services
Experience
IBM June 2000 - Present
State Street 2012 - March 2014
Education
University of Rhode Island 1996 — 2000
Bachelor's degree, Management Science and Information Systems
IBM June 2000 - Present
State Street 2012 - March 2014
Education
University of Rhode Island 1996 — 2000
Bachelor's degree, Management Science and Information Systems
Allyson Sherman Allyson Sherman's State Street Experience February 2015 - Present
Job Portfolio Accountant
Industry Accounting
Experience
State Street February 2015 - Present
The Groden Network "Your Autism Experts" December 2008 - Present
State Street December 2012 - January 2015
Citizens Bank May 2012 - November 2012
Sears Holdings Corporation August 2011 - October 2012
LeBlanc & Newell LLC January 2012 - April 2012
Liberty International September 2011 - December 2011
Sears Holdings Corporation June 2011 - August 2011
Sears Holdings Corporation May 2007 - June 2011
YMCA of Greater Providence January 2011 - April 2011
Skills
Microsoft Office, Term Life Insurance, Health Insurance, Disability Insurance, Insurance Law, Computer Graphics, Customer Service, Customer Experience, Customer Satisfaction, Customer Engagement, Credit Cards, Credit Card Processing, Inventory Management, Loss Prevention, Managerial Experience, Consultative Selling, HR Policies, Oracle, Cashiering, Autism, Office Administration, MS Office Suite, Management
Education
Rhode Island College 2012 — 2018
Master's Degree, Professional Accountancy
University of Rhode Island - College of Business Administration 2008 — 2012
Bachlors, Accounting with a minor in Writing
Lincoln High School
State Street February 2015 - Present
The Groden Network "Your Autism Experts" December 2008 - Present
State Street December 2012 - January 2015
Citizens Bank May 2012 - November 2012
Sears Holdings Corporation August 2011 - October 2012
LeBlanc & Newell LLC January 2012 - April 2012
Liberty International September 2011 - December 2011
Sears Holdings Corporation June 2011 - August 2011
Sears Holdings Corporation May 2007 - June 2011
YMCA of Greater Providence January 2011 - April 2011
Skills
Microsoft Office, Term Life Insurance, Health Insurance, Disability Insurance, Insurance Law, Computer Graphics, Customer Service, Customer Experience, Customer Satisfaction, Customer Engagement, Credit Cards, Credit Card Processing, Inventory Management, Loss Prevention, Managerial Experience, Consultative Selling, HR Policies, Oracle, Cashiering, Autism, Office Administration, MS Office Suite, Management
Education
Rhode Island College 2012 — 2018
Master's Degree, Professional Accountancy
University of Rhode Island - College of Business Administration 2008 — 2012
Bachlors, Accounting with a minor in Writing
Lincoln High School
Sean Edkins Sean Edkins's State Street Experience July 2005 - August 2008
Job Director, CIMA, Asset & Wealth Management Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
ProShare Advisors, LLC July 2008 - November 2013
State Street July 2005 - August 2008
Merrill Lynch March 2003 - June 2005
Barclays Global Investors June 2000 - July 2003
Prudential Financial April 1999 - July 2000
ING 1995 - 1998
SunAmerica Financial Group April 1992 - June 1995
Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management
Education
School of Hard Knocks 1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Management Analysis
Orange County 1985 — 1987
AS, Business, Marketing
Deutsche Bank November 2013 - Present
ProShare Advisors, LLC July 2008 - November 2013
State Street July 2005 - August 2008
Merrill Lynch March 2003 - June 2005
Barclays Global Investors June 2000 - July 2003
Prudential Financial April 1999 - July 2000
ING 1995 - 1998
SunAmerica Financial Group April 1992 - June 1995
Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management
Education
School of Hard Knocks 1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Management Analysis
Orange County 1985 — 1987
AS, Business, Marketing
Nathan Schaney Nathan Schaney's State Street Experience May 2015 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
Fidelity Investments June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Financial Modeling, Financial Analysis, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Corporate Finance, Investment Banking, English, SAS, R, Hypothesis Testing, Regression Models, Matlab, Minitab, Facebook, Public Speaking, Social Media, Leadership, Time Management, Event Planning
Education
University of Pittsburgh 2011 — 2015
Economics-Statistics
State Street May 2015 - Present
Fidelity Investments June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Financial Modeling, Financial Analysis, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Corporate Finance, Investment Banking, English, SAS, R, Hypothesis Testing, Regression Models, Matlab, Minitab, Facebook, Public Speaking, Social Media, Leadership, Time Management, Event Planning
Education
University of Pittsburgh 2011 — 2015
Economics-Statistics
Heidi Learner, CFA Heidi Learner, CFA's State Street Experience November 2010 - January 2012
Job Chief Economist at Savills Studley
Industry Commercial Real Estate
Experience
Savills Studley 2012 - Present
State Street November 2010 - January 2012
Munich Re June 2008 - July 2010
Barclays April 2007 - June 2008
JPMorgan Securities March 2005 - February 2007
Skills
Fixed Income, Bonds, Derivatives, Trading, Quantitative Finance, Econometric modeling;, Scenario analysis;, Curve and relative..., ALM and interest..., Macroeconomics;, Trade strategy;, eViews;, MATLAB;, Portfolio Management, Options, Hedging, Macroeconomics, Hedge Funds, Investments, Emerging Markets, Interest Rate..., Economics
Education
Columbia University 1999 — 2001
Masters, Mathematical Finance
University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance and Bioengineering
Savills Studley 2012 - Present
State Street November 2010 - January 2012
Munich Re June 2008 - July 2010
Barclays April 2007 - June 2008
JPMorgan Securities March 2005 - February 2007
Skills
Fixed Income, Bonds, Derivatives, Trading, Quantitative Finance, Econometric modeling;, Scenario analysis;, Curve and relative..., ALM and interest..., Macroeconomics;, Trade strategy;, eViews;, MATLAB;, Portfolio Management, Options, Hedging, Macroeconomics, Hedge Funds, Investments, Emerging Markets, Interest Rate..., Economics
Education
Columbia University 1999 — 2001
Masters, Mathematical Finance
University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance and Bioengineering
Samantha Pincins's State Street Experience August 2011 - Present
Job Senior Consultant at Sunera
Industry Accounting
Experience
Sunera LLC August 2014 - Present
State Street August 2011 - Present
Beacon Mutual Insurance January 2011 - August 2011
Beacon Mutual Insurance January 2011 - August 2011
Beacon Mutual Insurance January 2011 - August 2011
Casey's Bar and Grill April 2010 - July 2011
Blackstone Caterers May 2010 - July 2010
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Accounting
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Sunera LLC August 2014 - Present
State Street August 2011 - Present
Beacon Mutual Insurance January 2011 - August 2011
Beacon Mutual Insurance January 2011 - August 2011
Beacon Mutual Insurance January 2011 - August 2011
Casey's Bar and Grill April 2010 - July 2011
Blackstone Caterers May 2010 - July 2010
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Accounting
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Tolu Akinrimisi Tolu Akinrimisi's State Street Experience September 2011 - April 2012
Job Portfolio Oversight Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
CCO Investment Services Corp April 2012 - September 2014
State Street September 2011 - April 2012
Webster Bank May 2011 - August 2011
Skills
Series 7, Portfolio Management, Series 63, Data Analysis, Bloomberg, Financial Analysis, Bloomberg Terminal, Microsoft Office, Salesforce.com, ThomsonOne, Streetscape, Morningstar
Education
University of Rhode Island 2006 — 2011
B.Sc. & B.A., Applied Economics, Communication Studies
Classical High 2002 — 2006
High School diploma, college prep
U.S. Trust September 2014 - Present
CCO Investment Services Corp April 2012 - September 2014
State Street September 2011 - April 2012
Webster Bank May 2011 - August 2011
Skills
Series 7, Portfolio Management, Series 63, Data Analysis, Bloomberg, Financial Analysis, Bloomberg Terminal, Microsoft Office, Salesforce.com, ThomsonOne, Streetscape, Morningstar
Education
University of Rhode Island 2006 — 2011
B.Sc. & B.A., Applied Economics, Communication Studies
Classical High 2002 — 2006
High School diploma, college prep
Sanjay Vatsa Sanjay Vatsa's State Street Experience September 1993 - December 1998
Job Chief Strategy Officer at Polaris Consulting & Services Ltd
Industry Banking
Experience
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Samuel Shepherd's State Street Experience June 2011 - August 2011
Job Financial Advisory at Ernst & Young
Industry Financial Services
Experience
EY August 2014 - Present
Cassidy & Associates June 2013 - August 2013
Fairmount Capital Advisors, Inc. January 2013 - May 2013
Beals Associates, Inc June 2012 - August 2012
State Street June 2011 - August 2011
LPL Financial June 2010 - August 2010
Ability PLUS December 2007 - March 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Research, PowerPoint, Microsoft Word, Leadership, Event Planning, Finance, Social Media
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Urban Studies, Magna Cum Laude
Winchester High School 2006 — 2010
EY August 2014 - Present
Cassidy & Associates June 2013 - August 2013
Fairmount Capital Advisors, Inc. January 2013 - May 2013
Beals Associates, Inc June 2012 - August 2012
State Street June 2011 - August 2011
LPL Financial June 2010 - August 2010
Ability PLUS December 2007 - March 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Research, PowerPoint, Microsoft Word, Leadership, Event Planning, Finance, Social Media
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Urban Studies, Magna Cum Laude
Winchester High School 2006 — 2010
Marven Cayo Marven Cayo's State Street Experience July 2007 - Present
Job Portfolio Administrator at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Education
University of Phoenix 2006 — 2013
Bachelor degree, Business
State Street July 2007 - Present
Education
University of Phoenix 2006 — 2013
Bachelor degree, Business
Barry Strasnick's State Street Experience 2013 - Present
Job Senior IT executive
Industry Financial Services
Experience
State Street 2013 - Present
ING US Financial Services 2008 - 2012
CitiStreet January 2000 - June 2008
SunGard Shareholder Systems April 1994 - January 2000
Desktop Advantage April 1991 - April 1994
Boston Financial Data Services April 1983 - April 1991
Skills
Information Security..., Financial Services, Vendor Management, Outsourcing, SDLC, Business Analysis, Infrastructure, Technological Innovation, Enterprise IT Strategy, Enterprise IT..., IT Transformation, IT Management, Information Architecture, Executive Management, CIOs, Mobile Applications, Software Quality..., Security Audits, Network Architecture, Network Security, Mutual Funds, Qualified Retirement..., Capital Budgeting, Operating Budgets, SSAE 16, SAS70, Linux, Unix, IBM Mainframe, Windows Server, TRILL, IDS, IPS, PKI, HIPAA, Sarbanes-Oxley Act, SIEM, Software Development, Risk Management, Integration, Product Management, Project Management, GLBA, SB1386, SOX Compliancy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
State Street 2013 - Present
ING US Financial Services 2008 - 2012
CitiStreet January 2000 - June 2008
SunGard Shareholder Systems April 1994 - January 2000
Desktop Advantage April 1991 - April 1994
Boston Financial Data Services April 1983 - April 1991
Skills
Information Security..., Financial Services, Vendor Management, Outsourcing, SDLC, Business Analysis, Infrastructure, Technological Innovation, Enterprise IT Strategy, Enterprise IT..., IT Transformation, IT Management, Information Architecture, Executive Management, CIOs, Mobile Applications, Software Quality..., Security Audits, Network Architecture, Network Security, Mutual Funds, Qualified Retirement..., Capital Budgeting, Operating Budgets, SSAE 16, SAS70, Linux, Unix, IBM Mainframe, Windows Server, TRILL, IDS, IPS, PKI, HIPAA, Sarbanes-Oxley Act, SIEM, Software Development, Risk Management, Integration, Product Management, Project Management, GLBA, SB1386, SOX Compliancy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
Jack Mizerak Jack Mizerak's State Street Experience January 1996 - May 1997
Job Senior Finance Professional
Industry Management Consulting
Experience
The Boston Consulting Group August 2012 - Present
Fidelity Investments March 1998 - May 2011
Sodexo May 1997 - May 1998
State Street January 1996 - May 1997
Marriott International July 1985 - January 1996
Skills
Planning, Budgeting, Financial Planning, Business Strategy, Process Improvement, Performance Measurement, Business Process..., P&L, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Business Planning, Strategic Planning, Strategy Development, Financial Management, Forecasting, Variance Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Due Diligence, Strategy, Investments, Analysis, Executive Management, Business Development
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting and Finance
The Boston Consulting Group August 2012 - Present
Fidelity Investments March 1998 - May 2011
Sodexo May 1997 - May 1998
State Street January 1996 - May 1997
Marriott International July 1985 - January 1996
Skills
Planning, Budgeting, Financial Planning, Business Strategy, Process Improvement, Performance Measurement, Business Process..., P&L, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Business Planning, Strategic Planning, Strategy Development, Financial Management, Forecasting, Variance Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Due Diligence, Strategy, Investments, Analysis, Executive Management, Business Development
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting and Finance
Erin Abouzaid Erin Abouzaid's State Street Experience March 2010 - March 2012
Job Chief Investment Officer at Stony Brook Foundation
Industry Financial Services
Experience
Stony Brook Foundation April 2012 - Present
State Street March 2010 - March 2012
State Street March 2008 - March 2010
State Street June 2007 - March 2008
University of Chicago Physics Department May 2002 - June 2007
Skills
Asset Allocation, Matlab, Visual Basic, Quantitative Finance, Presenter, Problem Solving, Portfolio Management, Fixed Income, VBA, Risk Management, Investments, Data Analysis, Financial Risk, Analysis, Due Diligence, Equities, Bloomberg, Quantitative Analytics, Asset Managment, Asset Management, Alternative Investments, Derivatives, Financial Modeling, Capital Markets, Hedge Funds, Financial Markets, Investment Strategies, Securities, Valuation
Education
The University of Chicago 2002 — 2007
PhD, High Energy Physics
University of Richmond 1998 — 2002
BS, Physics, Math
Susquehanna Township High School 1994 — 1998
Stony Brook Foundation April 2012 - Present
State Street March 2010 - March 2012
State Street March 2008 - March 2010
State Street June 2007 - March 2008
University of Chicago Physics Department May 2002 - June 2007
Skills
Asset Allocation, Matlab, Visual Basic, Quantitative Finance, Presenter, Problem Solving, Portfolio Management, Fixed Income, VBA, Risk Management, Investments, Data Analysis, Financial Risk, Analysis, Due Diligence, Equities, Bloomberg, Quantitative Analytics, Asset Managment, Asset Management, Alternative Investments, Derivatives, Financial Modeling, Capital Markets, Hedge Funds, Financial Markets, Investment Strategies, Securities, Valuation
Education
The University of Chicago 2002 — 2007
PhD, High Energy Physics
University of Richmond 1998 — 2002
BS, Physics, Math
Susquehanna Township High School 1994 — 1998
Sean Denly Sean Denly's State Street Experience March 2013 - Present
Job WMS Global Trade Processing Portfolio Administrator Associate 2 at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
State Street November 2012 - March 2013
State Street September 2011 - November 2012
Education
University of Rhode Island 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
State Street March 2013 - Present
State Street November 2012 - March 2013
State Street September 2011 - November 2012
Education
University of Rhode Island 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Suganya Thavakugathasalingam Suganya Thavakugathasalingam's State Street Experience June 2015 - Present
Job Client Operations Associate at State Street
Industry Education Management
Experience
State Street June 2015 - Present
YM INC. October 2014 - June 2015
Reliance Home Comfort August 2012 - May 2015
Toronto District School Board May 2014 - June 2014
Toronto District School Board March 2014 - April 2014
Toronto District School Board November 2013 - November 2013
Reliance Home Comfort May 2012 - August 2012
Reliance Home Comfort April 2010 - September 2011
Skills
Communication &..., Fluent in English &..., Good written and oral,..., Excellent communication..., Excellent at attaining..., Ability to work..., Well-developed..., Ability to solve..., Assist in the..., Member Of A Team, Teamwork, Forecasting, Customer Service, Accounting, Accounts Payable, Internal Controls, Training, Data Entry, Microsoft Excel, Customer Satisfaction, PowerPoint, Invoicing, Analysis
Education
University of Ottawa 2013 — 2014
Bachelor of Education (B.Ed.), Primary Education
University of Ontario Institute of Technology 2008 — 2012
Bachelor of Arts (Hons), Major In Legal Studies & Specialization in Alternative Dispute Resolution
State Street June 2015 - Present
YM INC. October 2014 - June 2015
Reliance Home Comfort August 2012 - May 2015
Toronto District School Board May 2014 - June 2014
Toronto District School Board March 2014 - April 2014
Toronto District School Board November 2013 - November 2013
Reliance Home Comfort May 2012 - August 2012
Reliance Home Comfort April 2010 - September 2011
Skills
Communication &..., Fluent in English &..., Good written and oral,..., Excellent communication..., Excellent at attaining..., Ability to work..., Well-developed..., Ability to solve..., Assist in the..., Member Of A Team, Teamwork, Forecasting, Customer Service, Accounting, Accounts Payable, Internal Controls, Training, Data Entry, Microsoft Excel, Customer Satisfaction, PowerPoint, Invoicing, Analysis
Education
University of Ottawa 2013 — 2014
Bachelor of Education (B.Ed.), Primary Education
University of Ontario Institute of Technology 2008 — 2012
Bachelor of Arts (Hons), Major In Legal Studies & Specialization in Alternative Dispute Resolution
Andrew McCarron Andrew McCarron's State Street Experience August 2013 - August 2014
Job Senior Financial Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - July 2015
State Street August 2013 - August 2014
State Street August 2011 - August 2013
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2007 - August 2007
Skills
Financial Analysis, Investments, Analysis, Finance, Financial Reporting, Bloomberg, Capital Markets, Economics, Valuation Modeling, Financial Accounting
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Economics
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - July 2015
State Street August 2013 - August 2014
State Street August 2011 - August 2013
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2007 - August 2007
Skills
Financial Analysis, Investments, Analysis, Finance, Financial Reporting, Bloomberg, Capital Markets, Economics, Valuation Modeling, Financial Accounting
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Economics
Westly Tyrrell, CPA Westly Tyrrell, CPA's State Street Experience 1984 - 1990
Job Senior Search Consultant at Daley & Associates
Industry Staffing and Recruiting
Experience
Daley & Associates September 2008 - Present
Hoffman Recruiters April 2004 - August 2008
Creative Financial Staffing August 1996 - August 2002
Kforce Inc. 1994 - 1996
Fleet Bank 1992 - 1994
State Street 1984 - 1990
PricewaterhouseCoopers 1978 - 1981
Skills
Applicant Tracking..., Executive Search, Technical Recruiting, Talent Acquisition, Finance, Accounting, Negotiation, Recruiting, Search, Sarbanes-Oxley Act, Interviews, Consulting, Auditing, Financial Services, New Business Development
Education
University of Pennsylvania - The Wharton School
BS, Accounting and Finance
Daley & Associates September 2008 - Present
Hoffman Recruiters April 2004 - August 2008
Creative Financial Staffing August 1996 - August 2002
Kforce Inc. 1994 - 1996
Fleet Bank 1992 - 1994
State Street 1984 - 1990
PricewaterhouseCoopers 1978 - 1981
Skills
Applicant Tracking..., Executive Search, Technical Recruiting, Talent Acquisition, Finance, Accounting, Negotiation, Recruiting, Search, Sarbanes-Oxley Act, Interviews, Consulting, Auditing, Financial Services, New Business Development
Education
University of Pennsylvania - The Wharton School
BS, Accounting and Finance
Corey Antoch Corey Antoch's State Street Experience January 2015 - Present
Job Bank Loan Associate at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
D'Angelo Grilled Sandwiches July 2009 - December 2014
The University of Rhode Island Ram Fund September 2013 - December 2013
Rhode Island VITA/TCE January 2013 - April 2013
Skills
Financial Accounting, Managerial Accounting, Statistical Modeling, Minitab, Marketing, Supply Chain Management, Business Writing, Management Accounting, Accounting, Teamwork, Research, PowerPoint, Microsoft Word, Customer Service, Access, Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Time Management
Education
University of Rhode Island 2010 — 2014
Finance, Bachelor of Science degree, Business Administration, 3.62
Chariho Career and Technical Center 2008 — 2010
Certification, Lodging Managament Program
Chariho Regional High School 2006 — 2010
State Street January 2015 - Present
D'Angelo Grilled Sandwiches July 2009 - December 2014
The University of Rhode Island Ram Fund September 2013 - December 2013
Rhode Island VITA/TCE January 2013 - April 2013
Skills
Financial Accounting, Managerial Accounting, Statistical Modeling, Minitab, Marketing, Supply Chain Management, Business Writing, Management Accounting, Accounting, Teamwork, Research, PowerPoint, Microsoft Word, Customer Service, Access, Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Time Management
Education
University of Rhode Island 2010 — 2014
Finance, Bachelor of Science degree, Business Administration, 3.62
Chariho Career and Technical Center 2008 — 2010
Certification, Lodging Managament Program
Chariho Regional High School 2006 — 2010
Jill O'Donnell Jill O'Donnell's State Street Experience February 2004 - Present
Job Senior Vice President, Commercial Risk Managment, Citizens
Industry Financial Services
Experience
Citizens Bank July 2013 - Present
State Street February 2004 - Present
Skills
Equities, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Accounting
Citizens Bank July 2013 - Present
State Street February 2004 - Present
Skills
Equities, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Accounting
Linda Foss Linda Foss's State Street Experience April 1987 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street April 1987 - Present
Skills
Financial Reporting, Essbase, Financial Modeling, Data Modeling, Data Analysis, Data Management, Project Management, Business Analysis, Business Intelligence, Fund Accounting, CRM, Equities, Financial Analysis, Financial Services, Fund Administration
Education
University of Rhode Island 1982 — 1986
Bachelor's degree, Natural Resource Economics
State Street April 1987 - Present
Skills
Financial Reporting, Essbase, Financial Modeling, Data Modeling, Data Analysis, Data Management, Project Management, Business Analysis, Business Intelligence, Fund Accounting, CRM, Equities, Financial Analysis, Financial Services, Fund Administration
Education
University of Rhode Island 1982 — 1986
Bachelor's degree, Natural Resource Economics
Rekha Sampath's State Street Experience July 2008 - March 2009
Job Vice President, Strategy and Corporate Development at Broadridge
Industry Financial Services
Experience
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Donald A McHenry III's State Street Experience December 2007 - April 2010
Job Senior Business Analyst at Morningstar
Industry Computer Software
Experience
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Ayo Isijola Ayo Isijola's State Street Experience January 2015 - Present
Job Allocation Analyst at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
O Wireless Trading Group Inc. January 2014 - December 2014
Complex Care Solutions March 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Well-organized, Efficent, Team Leadership, Teamwork, Team-oriented
Education
University of Rhode Island 2009 — 2013
Bachelor's Degree, Human Development and Financial Services
State Street January 2015 - Present
O Wireless Trading Group Inc. January 2014 - December 2014
Complex Care Solutions March 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Well-organized, Efficent, Team Leadership, Teamwork, Team-oriented
Education
University of Rhode Island 2009 — 2013
Bachelor's Degree, Human Development and Financial Services
Jack Whalen Jack Whalen's State Street Experience 2001 - 2003
Job
Industry
Experience
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
David Freeland David Freeland's State Street Experience June 2012 - August 2012
Job Finance Manager, Emerging Payments & Services at American Express
Industry Financial Services
Experience
American Express June 2015 - Present
Wells Fargo Securities August 2013 - January 2015
State Street June 2012 - August 2012
PFM Asset Management LLC 2009 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Fixed Income, Corporate Finance, Equities, Data Analysis, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance, Management, Accounting
University of Pennsylvania 2005 — 2008
B.A., Philsophy, Politics, Economics (PPE)
American Express June 2015 - Present
Wells Fargo Securities August 2013 - January 2015
State Street June 2012 - August 2012
PFM Asset Management LLC 2009 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Fixed Income, Corporate Finance, Equities, Data Analysis, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance, Management, Accounting
University of Pennsylvania 2005 — 2008
B.A., Philsophy, Politics, Economics (PPE)
Andrew Xue Andrew Xue's State Street Experience April 2013 - July 2014
Job Founder, President at Actvcontent
Industry Consumer Electronics
Experience
Actvcontent July 2014 - Present
State Street April 2013 - July 2014
State Street August 2011 - April 2013
Knight Capital Group June 2011 - August 2011
Lux Research August 2010 - June 2011
Livingston Securities May 2010 - July 2010
University of Pennsylvania May 2008 - December 2009
University of Pennsylvania May 2007 - August 2007
Skills
Market Research, Quantitative Analytics, Financial Modeling, Consulting, Start-ups, Solidworks, Matlab, PowerPoint, Due Diligence, Emerging Technologies, Capital IQ, Java, Excel, VBA, Equity Research, Financial Analysis, Nanotechnology, Semiconductor Industry, Cleantech, Analytics, Product Development, Product Management, Sales Operations, Wearables, Microsoft Excel
Education
University of Pennsylvania 2006 — 2010
Bachelors of Science in Engineering, Material Science and Engineering, Nanotechnology
Actvcontent July 2014 - Present
State Street April 2013 - July 2014
State Street August 2011 - April 2013
Knight Capital Group June 2011 - August 2011
Lux Research August 2010 - June 2011
Livingston Securities May 2010 - July 2010
University of Pennsylvania May 2008 - December 2009
University of Pennsylvania May 2007 - August 2007
Skills
Market Research, Quantitative Analytics, Financial Modeling, Consulting, Start-ups, Solidworks, Matlab, PowerPoint, Due Diligence, Emerging Technologies, Capital IQ, Java, Excel, VBA, Equity Research, Financial Analysis, Nanotechnology, Semiconductor Industry, Cleantech, Analytics, Product Development, Product Management, Sales Operations, Wearables, Microsoft Excel
Education
University of Pennsylvania 2006 — 2010
Bachelors of Science in Engineering, Material Science and Engineering, Nanotechnology
Edwin Camara Edwin Camara's State Street Experience June 2008 - January 2011
Job Financial Analyst/Project Manager at Technic Inc
Industry Financial Services
Experience
Technic Inc January 2011 - Present
State Street June 2008 - January 2011
RBS 2008 - 2008
Skills
Financial Analysis, Microsoft Excel, Access, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, General Ledger, Forecasting, Analysis, Internal Controls, Word, Financial Modeling, Manufacturing, Process Improvement, Microsoft Dynamics, Finance, Account Reconciliation
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's Degree, Finance
Coventry High School
Technic Inc January 2011 - Present
State Street June 2008 - January 2011
RBS 2008 - 2008
Skills
Financial Analysis, Microsoft Excel, Access, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, General Ledger, Forecasting, Analysis, Internal Controls, Word, Financial Modeling, Manufacturing, Process Improvement, Microsoft Dynamics, Finance, Account Reconciliation
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's Degree, Finance
Coventry High School
Katherine O'Hara Katherine O'Hara's State Street Experience January 2006 - April 2008
Job Investment Analyst at Quandary Advisors LLC
Industry Investment Management
Experience
Quandary Advisors July 2014 - Present
Vail Resorts May 2013 - June 2014
DaVita May 2011 - May 2013
Vail Resorts May 2010 - May 2011
Quandary Advisors 2009 - 2011
State Street January 2006 - April 2008
Manpower 2002 - 2005
Skills
College Recruiting, Applicant Tracking..., Recruiting, Onboarding, Talent Acquisition, Employee Relations, Finance, Hiring, Human Resources, Internet Recruiting, Leadership, Marketing, Networking, Program Management, Strategic Planning, Succession Planning, Talent Management, Temporary Placement, Training, Executive Management, Workforce Planning, Strategy, Sourcing
Education
University of Rhode Island
BA, Psychology
Quandary Advisors July 2014 - Present
Vail Resorts May 2013 - June 2014
DaVita May 2011 - May 2013
Vail Resorts May 2010 - May 2011
Quandary Advisors 2009 - 2011
State Street January 2006 - April 2008
Manpower 2002 - 2005
Skills
College Recruiting, Applicant Tracking..., Recruiting, Onboarding, Talent Acquisition, Employee Relations, Finance, Hiring, Human Resources, Internet Recruiting, Leadership, Marketing, Networking, Program Management, Strategic Planning, Succession Planning, Talent Management, Temporary Placement, Training, Executive Management, Workforce Planning, Strategy, Sourcing
Education
University of Rhode Island
BA, Psychology
Matt Warden Matt Warden's State Street Experience May 2012 - August 2012
Job FX Operations Specialist at SSGM
Industry Financial Services
Experience
State Street May 2012 - August 2012
State Street Corporation November 2010 - May 2012
State Street September 2009 - October 2010
Ram Fund January 2009 - October 2009
Collegiate Entrepreneurs Inc. May 2004 - September 2007
Skills
Analytical Skills, Managed Hosting, Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Trading, Accounting, Research, Finance, Microsoft Word, Market Research
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, Year and a half of Engineering.
State Street May 2012 - August 2012
State Street Corporation November 2010 - May 2012
State Street September 2009 - October 2010
Ram Fund January 2009 - October 2009
Collegiate Entrepreneurs Inc. May 2004 - September 2007
Skills
Analytical Skills, Managed Hosting, Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Trading, Accounting, Research, Finance, Microsoft Word, Market Research
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, Year and a half of Engineering.
Caitlin King Caitlin King's State Street Experience August 2011 - September 2012
Job Risk Analyst at Itaú Unibanco
Industry Financial Services
Experience
Itaú Unibanco 2014 - Present
State Street Corporation August 2012 - September 2014
State Street August 2011 - September 2012
Wharton Small Business Development Center September 2009 - July 2011
Logan Circle Partners June 2010 - July 2010
Yamaha Motor Mfg Corp of America June 2008 - August 2008
Skills
Risk Management, Bloomberg, Securities Lending, Reporting & Analysis, Financial Accounting, Valuation, Financial Risk, Financial Modeling, Analytics, Strategy, Enterprise Risk..., Operational Risk..., Finance
Education
University of Pennsylvania 2007 — 2011
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (B.S.) in Economics, Concentration in Accounting
Augusta Preparatory Day School 2003 — 2007
Itaú Unibanco 2014 - Present
State Street Corporation August 2012 - September 2014
State Street August 2011 - September 2012
Wharton Small Business Development Center September 2009 - July 2011
Logan Circle Partners June 2010 - July 2010
Yamaha Motor Mfg Corp of America June 2008 - August 2008
Skills
Risk Management, Bloomberg, Securities Lending, Reporting & Analysis, Financial Accounting, Valuation, Financial Risk, Financial Modeling, Analytics, Strategy, Enterprise Risk..., Operational Risk..., Finance
Education
University of Pennsylvania 2007 — 2011
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (B.S.) in Economics, Concentration in Accounting
Augusta Preparatory Day School 2003 — 2007
Nickolas Delikaris Nickolas Delikaris's State Street Experience July 2013 - Present
Job Global Head of Trading and Algorithmic Strategies, Enhanced Custody
Industry Financial Services
Experience
State Street July 2013 - Present
Goldman Sachs April 2008 - June 2013
Twin Lakes Global Advisors 2013 - 2013
Goldman Sachs May 2005 - March 2008
Goldman Sachs May 2005 - March 2008
Goldman Sachs August 2003 - April 2005
Goldman Sachs August 2001 - June 2003
Skills
Capital Markets, Equities, Hedge Funds, Swaps, Financial Structuring, Bloomberg Terminal, Trading, MBS, Series 63, Structured Products, Investments, Bonds, Financial Risk, CDS, Asset Allocation, Securities Lending, Fixed Income, Hedging, ABS, Bloomberg, Financial Modeling, Excel, Series 7, Structured Finance, Securities, Residential Mortgages, Risk Management, Valuation, Financial Analysis, Derivatives, Special Situations, Relative Value, Fixed Income Trading, Loans, Prime Brokerage, Funding, Python, Perl, VBA, Excel models, Big Data, NumPy, Corporate Strategy..., Business Strategy, Portfolio Management, Options
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science and Engineering (BSE), Computer Science and Engineering
University of Pennsylvania 1997 — 2001
Bachelor of Arts (BA), Economics
Millburn High School 1993 — 1997
State Street July 2013 - Present
Goldman Sachs April 2008 - June 2013
Twin Lakes Global Advisors 2013 - 2013
Goldman Sachs May 2005 - March 2008
Goldman Sachs May 2005 - March 2008
Goldman Sachs August 2003 - April 2005
Goldman Sachs August 2001 - June 2003
Skills
Capital Markets, Equities, Hedge Funds, Swaps, Financial Structuring, Bloomberg Terminal, Trading, MBS, Series 63, Structured Products, Investments, Bonds, Financial Risk, CDS, Asset Allocation, Securities Lending, Fixed Income, Hedging, ABS, Bloomberg, Financial Modeling, Excel, Series 7, Structured Finance, Securities, Residential Mortgages, Risk Management, Valuation, Financial Analysis, Derivatives, Special Situations, Relative Value, Fixed Income Trading, Loans, Prime Brokerage, Funding, Python, Perl, VBA, Excel models, Big Data, NumPy, Corporate Strategy..., Business Strategy, Portfolio Management, Options
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science and Engineering (BSE), Computer Science and Engineering
University of Pennsylvania 1997 — 2001
Bachelor of Arts (BA), Economics
Millburn High School 1993 — 1997
Tina Donnarummo Tina Donnarummo's State Street Experience April 2013 - Present
Job Assistant Vice President at State Street
Industry Information Technology and Services
Experience
State Street April 2013 - Present
Synthesis Health Systems October 2010 - April 2013
Revenue Solutions, Inc. January 2007 - September 2010
Skills
Oracle, PL/SQL, Cognos, Data Warehousing, Metadata Modeling, SQL, Databases, Requirements Gathering, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Analysis
Education
University of Pittsburgh 2003 — 2006
B.S., Information Science, Cum Laude
State Street April 2013 - Present
Synthesis Health Systems October 2010 - April 2013
Revenue Solutions, Inc. January 2007 - September 2010
Skills
Oracle, PL/SQL, Cognos, Data Warehousing, Metadata Modeling, SQL, Databases, Requirements Gathering, Business Intelligence, Database Design, Data Analysis, Requirements Analysis, Analysis
Education
University of Pittsburgh 2003 — 2006
B.S., Information Science, Cum Laude
Shamas Amin Shamas Amin's State Street Experience May 2014 - Present
Job Pricing Analyst at State Street
Industry Accounting
Experience
State Street May 2014 - Present
Sharp Group of Companies February 2013 - April 2014
World Financial Group (WFG) September 2011 - February 2013
Statistics Canada September 2010 - September 2011
STEPS Shoes September 2008 - July 2010
Greenworld Foods December 2005 - September 2008
Skills
Account Reconciliation, Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Auditing, Cash Flow, Bookkeeping, Billing Solutions, Invoicing, Financial Analysis, Financial Accounting, Investments, Inventory Management, Market Analysis, Communication, Problem Solving, Investment Decisions, Team Leadership, Teamwork, Lean Six Sigma, Finance, Data Analysis, Pricing Analysis, Valuation
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Honours Bachelor of Commerce with specialization in Accounting, Accounting
State Street May 2014 - Present
Sharp Group of Companies February 2013 - April 2014
World Financial Group (WFG) September 2011 - February 2013
Statistics Canada September 2010 - September 2011
STEPS Shoes September 2008 - July 2010
Greenworld Foods December 2005 - September 2008
Skills
Account Reconciliation, Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Auditing, Cash Flow, Bookkeeping, Billing Solutions, Invoicing, Financial Analysis, Financial Accounting, Investments, Inventory Management, Market Analysis, Communication, Problem Solving, Investment Decisions, Team Leadership, Teamwork, Lean Six Sigma, Finance, Data Analysis, Pricing Analysis, Valuation
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Honours Bachelor of Commerce with specialization in Accounting, Accounting
Simon Wilson-Taylor Simon Wilson-Taylor's State Street Experience November 1992 - January 2009
Job President & CEO at Molten Markets Inc
Industry Capital Markets
Experience
Molten Markets Inc April 2012 - Present
UBS Investment Bank September 2009 - August 2011
FX startup January 2009 - September 2009
State Street November 1992 - January 2009
Midland Montagu (now HSBC) 1989 - 1992
Record Currency Management 1987 - 1989
The Export Finance Company Limited (ExFinCo) 1985 - 1987
Skills
Business, Partnerships, Electronic Trading, FX Options, Trading, Financial Markets, Trading Systems, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Currency, Investment Banking, Start-ups, Foreign Exchange, Risk Management, Technical Analysis, Emerging Markets, Portfolio Management, Economics, Proprietary Trading, Strategy, Banking, Hedging, FX trading, Structured Products, Finance, Equity Trading, Financial Risk, Financial Services, Alternative Investments, Investment Management, Commodity, Asset Management, Bonds, Funding
Education
King's College, Wimbledon, London 1969 — 1973
Forest Grange School 1966 — 1969
University of Pennsylvania - The Wharton School
Executive Development Program
Molten Markets Inc April 2012 - Present
UBS Investment Bank September 2009 - August 2011
FX startup January 2009 - September 2009
State Street November 1992 - January 2009
Midland Montagu (now HSBC) 1989 - 1992
Record Currency Management 1987 - 1989
The Export Finance Company Limited (ExFinCo) 1985 - 1987
Skills
Business, Partnerships, Electronic Trading, FX Options, Trading, Financial Markets, Trading Systems, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Currency, Investment Banking, Start-ups, Foreign Exchange, Risk Management, Technical Analysis, Emerging Markets, Portfolio Management, Economics, Proprietary Trading, Strategy, Banking, Hedging, FX trading, Structured Products, Finance, Equity Trading, Financial Risk, Financial Services, Alternative Investments, Investment Management, Commodity, Asset Management, Bonds, Funding
Education
King's College, Wimbledon, London 1969 — 1973
Forest Grange School 1966 — 1969
University of Pennsylvania - The Wharton School
Executive Development Program
Chris Weir's State Street Experience
Job
Industry Financial Services
Experience
State Street
Skills
SDLC, Process Improvement, Risk Management, Program Management, Vendor Management, Project Management, Business Analysis, Disaster Recovery, Financial Services, IT Service Management, IT Management, IT Strategy, Business Continuity, Project Delivery, ITIL, Strategic Planning, Asset Management, Portfolio Management, Project Portfolio..., Governance, PMO
Education
Project Management Professional (PMP)
Six Sigma Black Belt
Six Sigma
University of Ottawa / Université d'Ottawa
Bachelor of Social Sciences
University of Toronto
Certificate Program
State Street
Skills
SDLC, Process Improvement, Risk Management, Program Management, Vendor Management, Project Management, Business Analysis, Disaster Recovery, Financial Services, IT Service Management, IT Management, IT Strategy, Business Continuity, Project Delivery, ITIL, Strategic Planning, Asset Management, Portfolio Management, Project Portfolio..., Governance, PMO
Education
Project Management Professional (PMP)
Six Sigma Black Belt
Six Sigma
University of Ottawa / Université d'Ottawa
Bachelor of Social Sciences
University of Toronto
Certificate Program
Kathleen (Katie) Wu Kathleen (Katie) Wu's State Street Experience June 2007 - August 2007
Job Private Equity at HRS Management
Industry Financial Services
Experience
HRS Management July 2014 - Present
Apollo Global Management LLC August 2011 - March 2014
The Blackstone Group July 2009 - July 2011
State Street June 2007 - August 2007
Skills
Mergers, Commodity, Research, Private Equity, Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Corporate Finance, Due Diligence, Asset Managment, Mergers & Acquisitions, Investments, Financial Analysis, Strategy
Education
University of Pennsylvania 2005 — 2009
B.S and B.S.E, Finance and Chemical and Biomolecular Engineering, 3.87 / 4.00
Radnor High School 2000 — 2005
HRS Management July 2014 - Present
Apollo Global Management LLC August 2011 - March 2014
The Blackstone Group July 2009 - July 2011
State Street June 2007 - August 2007
Skills
Mergers, Commodity, Research, Private Equity, Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Corporate Finance, Due Diligence, Asset Managment, Mergers & Acquisitions, Investments, Financial Analysis, Strategy
Education
University of Pennsylvania 2005 — 2009
B.S and B.S.E, Finance and Chemical and Biomolecular Engineering, 3.87 / 4.00
Radnor High School 2000 — 2005
Robert Schlakman Robert Schlakman's State Street Experience March 2007 - February 2009
Job Corporate Tax Professional
Industry Accounting
Experience
Shooting Touch, Inc. May 2014 - Present
Granite Telecommunications December 2009 - Present
State Street March 2007 - February 2009
John Hancock March 2001 - March 2007
Ernst & Young August 1998 - March 2001
MasterCard January 1998 - August 1998
Industrial Bank of Japan October 1992 - December 1997
D'Arcy Masius Benton & Bowles July 1987 - October 1992
BASIX Corporation July 1985 - July 1987
Richard A. Eisner & Co. August 1982 - July 1985
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Accounting
NSHS '78 1975 — 1978
Camp Manitou!
Shooting Touch, Inc. May 2014 - Present
Granite Telecommunications December 2009 - Present
State Street March 2007 - February 2009
John Hancock March 2001 - March 2007
Ernst & Young August 1998 - March 2001
MasterCard January 1998 - August 1998
Industrial Bank of Japan October 1992 - December 1997
D'Arcy Masius Benton & Bowles July 1987 - October 1992
BASIX Corporation July 1985 - July 1987
Richard A. Eisner & Co. August 1982 - July 1985
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Accounting
NSHS '78 1975 — 1978
Camp Manitou!
Charles R. Shaw Charles R. Shaw's State Street Experience September 1989 - September 1993
Job Head of US Product Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Rahul Chandak Rahul Chandak's State Street Experience April 2015 - Present
Job Technical Specialist at State Street
Industry Information Technology and Services
Experience
State Street April 2015 - Present
Citi November 2013 - March 2015
IBM July 2012 - November 2013
Accenture Services May 2010 - June 2012
Syntel August 2007 - May 2010
Skills
PL/SQL, Oracle, Struts, JSP, Core Java, Servlets, Oracle PL/SQL..., Java, Requirements Analysis, Databases, ETL, Testing, SDLC
Education
University of Rajasthan 2003 — 2007
BE, computers
seedling public school
State Street April 2015 - Present
Citi November 2013 - March 2015
IBM July 2012 - November 2013
Accenture Services May 2010 - June 2012
Syntel August 2007 - May 2010
Skills
PL/SQL, Oracle, Struts, JSP, Core Java, Servlets, Oracle PL/SQL..., Java, Requirements Analysis, Databases, ETL, Testing, SDLC
Education
University of Rajasthan 2003 — 2007
BE, computers
seedling public school
Denis L. Couillard, CFA Denis L. Couillard, CFA's State Street Experience 2006 - December 2010
Job Portfolio Manager, Investor
Industry Financial Services
Experience
State Street 2006 - December 2010
State Street 2003 - 2006
State Street 2000 - 2003
BMO Nesbitt Burns 1994 - 2000
BMO Nesbitt Burns 1991 - 1994
Bank of Montreal, Tokyo 1989 - 1991
Skills
Investment Strategies, Institutional Clients, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Equity Research, Asset Allocation, Risk Management, Equities, FX, Trading, Trading Systems, FX trading, Equity Trading, Electronic Trading, Technical Analysis, Business Relationship..., ETFs, Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Alternative Investments
Education
CFA Institute
CFA Charterholder
University of Ottawa / Université d'Ottawa
Bachelor’s degree in Business Administration, Finance & Commerce
State Street 2006 - December 2010
State Street 2003 - 2006
State Street 2000 - 2003
BMO Nesbitt Burns 1994 - 2000
BMO Nesbitt Burns 1991 - 1994
Bank of Montreal, Tokyo 1989 - 1991
Skills
Investment Strategies, Institutional Clients, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Equity Research, Asset Allocation, Risk Management, Equities, FX, Trading, Trading Systems, FX trading, Equity Trading, Electronic Trading, Technical Analysis, Business Relationship..., ETFs, Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Alternative Investments
Education
CFA Institute
CFA Charterholder
University of Ottawa / Université d'Ottawa
Bachelor’s degree in Business Administration, Finance & Commerce
David Twomey's State Street Experience March 2015 - Present
Job AML Compliance Officer at State Street Corporation
Industry Banking
Experience
State Street March 2015 - Present
Skills
Marketing, Social Media, Social Media Marketing, Management, Public Speaking
Education
University of Rhode Island 2007 — 2011
Major: Communication Studies Minor: Writing & Rhetoric
State Street March 2015 - Present
Skills
Marketing, Social Media, Social Media Marketing, Management, Public Speaking
Education
University of Rhode Island 2007 — 2011
Major: Communication Studies Minor: Writing & Rhetoric
Adam Thompson's State Street Experience June 2009 - July 2009
Job Senior Associate at Bonobos
Industry Retail
Experience
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Christopher Haley Christopher Haley's State Street Experience 2009 - 2012
Job Chief Financial Officer at Inboard Action Sports
Industry Sports
Experience
Inboard Action Sports April 2015 - Present
CIBC World Markets 2013 - 2015
State Street 2009 - 2012
JPMorgan Chase 2004 - 2008
JPMorgan Chase 1996 - 2004
JPMorgan Chase 1993 - 1996
Skills
Proprietary Trading, Global Macro, Portfolio Management, Arbitrage, Relative Value, Technical Analysis, Risk Management, NPV, Value Investing, Real Estate Investment, Real Estate Finance, Cash Flow Forecasting, Trade Execution, Trading Platforms, Day Trading, Wall Street, Buy-side, Sell Side, Trading Technology, Debt Markets, Price Forecasting, Market Making, Credit Trading, MBS, Commercial Paper, Interest Rate Swaps, Forwards, FRA, FX trading, FX Hedging, Salesforce.com
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Inboard Action Sports April 2015 - Present
CIBC World Markets 2013 - 2015
State Street 2009 - 2012
JPMorgan Chase 2004 - 2008
JPMorgan Chase 1996 - 2004
JPMorgan Chase 1993 - 1996
Skills
Proprietary Trading, Global Macro, Portfolio Management, Arbitrage, Relative Value, Technical Analysis, Risk Management, NPV, Value Investing, Real Estate Investment, Real Estate Finance, Cash Flow Forecasting, Trade Execution, Trading Platforms, Day Trading, Wall Street, Buy-side, Sell Side, Trading Technology, Debt Markets, Price Forecasting, Market Making, Credit Trading, MBS, Commercial Paper, Interest Rate Swaps, Forwards, FRA, FX trading, FX Hedging, Salesforce.com
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Matt Sady's State Street Experience October 2005 - July 2011
Job Investment Analyst Data Integrity at Hartford Investment Management Co. (HIMCO)
Industry Financial Services
Experience
Hartford Investment Management Co. (HIMCO) January 2015 - Present
Hartford Investment Management Co. (HIMCO) October 2012 - December 2014
Hartford Investment Management August 2011 - October 2012
State Street October 2005 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Financial Services, Derivatives, Fund Accounting, Portfolio Management, Hedge Funds, Finance, Trading, Microsoft Excel, Management, Accounting, Asset Management
Education
University of Rhode Island 2001 — 2005
Finance, Finance; Management minor
Hartford Investment Management Co. (HIMCO) January 2015 - Present
Hartford Investment Management Co. (HIMCO) October 2012 - December 2014
Hartford Investment Management August 2011 - October 2012
State Street October 2005 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Financial Services, Derivatives, Fund Accounting, Portfolio Management, Hedge Funds, Finance, Trading, Microsoft Excel, Management, Accounting, Asset Management
Education
University of Rhode Island 2001 — 2005
Finance, Finance; Management minor
Jim Haught Jim Haught's State Street Experience March 2010 - June 2013
Job President, CogForma Labs
Industry Information Technology and Services
Experience
CogForma Labs March 2015 - Present
The Exequor Group July 2013 - Present
State Street March 2010 - June 2013
RBS Citizens December 2006 - March 2010
RBS Citizens October 2004 - December 2006
RBS Citizens June 2000 - October 2004
RBS Citizens November 1998 - June 2000
RBS Citizens February 1998 - November 1998
US Navy May 1990 - February 1998
Skills
Financial Risk, Basel II, Risk Management, Banking, Portfolio Management, ALM, Credit Risk, Treasury Management, Economic Capital, Capital Management, Financial Services, Treasury, Basel III, Fixed Income, Liquidity Risk, ICAAP, Stress Testing, Regulatory Capital, Capital Adequacy, Management, Capital Markets, Loans, Financial Analysis, Enterprise Risk..., Equities, RAROC, Market Risk, Finance, Operational Risk, Financial Modeling, Economics, Program Management, Balance Sheet, Bonds, Financial Markets, Investment Banking, Asset Management, Credit, Derivatives, Master Data Management, People Management
Education
University of Rhode Island - College of Business Administration 1995 — 1997
MBA, Finance
University of Rochester 1986 — 1990
BA, Political Science
Sweet Home High School 1982 — 1986
CogForma Labs March 2015 - Present
The Exequor Group July 2013 - Present
State Street March 2010 - June 2013
RBS Citizens December 2006 - March 2010
RBS Citizens October 2004 - December 2006
RBS Citizens June 2000 - October 2004
RBS Citizens November 1998 - June 2000
RBS Citizens February 1998 - November 1998
US Navy May 1990 - February 1998
Skills
Financial Risk, Basel II, Risk Management, Banking, Portfolio Management, ALM, Credit Risk, Treasury Management, Economic Capital, Capital Management, Financial Services, Treasury, Basel III, Fixed Income, Liquidity Risk, ICAAP, Stress Testing, Regulatory Capital, Capital Adequacy, Management, Capital Markets, Loans, Financial Analysis, Enterprise Risk..., Equities, RAROC, Market Risk, Finance, Operational Risk, Financial Modeling, Economics, Program Management, Balance Sheet, Bonds, Financial Markets, Investment Banking, Asset Management, Credit, Derivatives, Master Data Management, People Management
Education
University of Rhode Island - College of Business Administration 1995 — 1997
MBA, Finance
University of Rochester 1986 — 1990
BA, Political Science
Sweet Home High School 1982 — 1986
Shannon Lafond Shannon Lafond's State Street Experience April 2015 - Present
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street September 2013 - April 2015
State Street October 2010 - September 2013
State Street January 2009 - October 2010
Skills
Investments, Portfolio Management, Finance, Mutual Funds, Alternative Investments, Financial Statements, Swaps, Bonds, Commodity, Corporate Actions, Fund Accounting, Fixed Income, Equities, Derivatives, Securities, Accruals, Bloomberg Terminal, Fund Administration, Financial Reporting, Fund Of Funds, Financial Accounting, FX Options
Education
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Finance, General
State Street April 2015 - Present
State Street September 2013 - April 2015
State Street October 2010 - September 2013
State Street January 2009 - October 2010
Skills
Investments, Portfolio Management, Finance, Mutual Funds, Alternative Investments, Financial Statements, Swaps, Bonds, Commodity, Corporate Actions, Fund Accounting, Fixed Income, Equities, Derivatives, Securities, Accruals, Bloomberg Terminal, Fund Administration, Financial Reporting, Fund Of Funds, Financial Accounting, FX Options
Education
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Finance, General
Michael Grafton Michael Grafton's State Street Experience January 2004 - October 2007
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Patrick Thebado Patrick Thebado's State Street Experience October 1995 - December 2001
Job EasCare Ambulance Services
Industry Hospital & Health Care
Experience
EasCare Ambulance April 2014 - Present
Computershare January 2005 - November 2012
Massachusetts Department of Education March 2004 - December 2004
US Bank January 2002 - February 2004
State Street October 1995 - December 2001
BankBoston August 1986 - September 1995
Keystone Provident Life Insurance Company August 1984 - July 1986
Skills
Business Relationship..., Banking, Debt, Financial Services, Compliance, Contract Management, Contract Negotiation, Customer Service, Risk Management, Document Review, Vendor Management, Corporate Trust, Project Management, Closings, Teaching, Marketing, Public Speaking, Company Presentations, Relationship Management, Bonds, Corporate Actions, Finance, Program Management, Management
Education
University of Pennsylvania 1980 — 1984
Bachelor of Arts (BA), History
Roxbury Latin School 1974 — 1980
EasCare Ambulance April 2014 - Present
Computershare January 2005 - November 2012
Massachusetts Department of Education March 2004 - December 2004
US Bank January 2002 - February 2004
State Street October 1995 - December 2001
BankBoston August 1986 - September 1995
Keystone Provident Life Insurance Company August 1984 - July 1986
Skills
Business Relationship..., Banking, Debt, Financial Services, Compliance, Contract Management, Contract Negotiation, Customer Service, Risk Management, Document Review, Vendor Management, Corporate Trust, Project Management, Closings, Teaching, Marketing, Public Speaking, Company Presentations, Relationship Management, Bonds, Corporate Actions, Finance, Program Management, Management
Education
University of Pennsylvania 1980 — 1984
Bachelor of Arts (BA), History
Roxbury Latin School 1974 — 1980
Stuart Brogan CFP® Stuart Brogan CFP®'s State Street Experience March 2001 - June 2005
Job President at Bayview Financial Planning, Consulting at MUFG Union Bank
Industry Financial Services
Experience
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Matthew Warden Matthew Warden's State Street Experience December 2014 - Present
Job FX Sales and Trading Officer at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
State Street June 2014 - December 2014
State Street September 2012 - June 2014
State Street May 2012 - August 2012
State Street November 2010 - April 2012
State Street September 2009 - September 2010
Skills
Financial Analysis, Bloomberg Terminal, Analytics, Goal Oriented, Portfolio Management, Microsoft Excel, Microsoft Word, Microsoft Access, Technical Analysis, Trading, tape reading, Access, PowerPoint
Education
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor's degree, Finance, General
State Street December 2014 - Present
State Street June 2014 - December 2014
State Street September 2012 - June 2014
State Street May 2012 - August 2012
State Street November 2010 - April 2012
State Street September 2009 - September 2010
Skills
Financial Analysis, Bloomberg Terminal, Analytics, Goal Oriented, Portfolio Management, Microsoft Excel, Microsoft Word, Microsoft Access, Technical Analysis, Trading, tape reading, Access, PowerPoint
Education
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor's degree, Finance, General
Jeff D'Arcy's State Street Experience October 2014 - May 2015
Job Senior Account Manager
Industry Financial Services
Experience
SIX Financial Information June 2015 - Present
State Street October 2014 - May 2015
Mergent, Inc. January 2013 - September 2014
Interactive Data January 2012 - January 2013
Interactive Data April 2011 - January 2012
Interactive Data March 2006 - March 2011
Skills
Financial Markets, Business Development, CRM, Equities, Fixed Income, Sales, Corporate Actions, Salesforce.com, Capital Markets, Market Data, Business Analysis, New Business Development, Portfolio Management, Strategy, Management, Securities, Sales Operations, Product Development, Mutual Funds, Trading Systems, Account Management, Contract Negotiation, Municipal Bonds, Team Management, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Bonds, Cross-functional Team..., Relationship Management, Equity Research, Equity Analytics, Driving New Business
Education
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Business Management
Walpole High School
SIX Financial Information June 2015 - Present
State Street October 2014 - May 2015
Mergent, Inc. January 2013 - September 2014
Interactive Data January 2012 - January 2013
Interactive Data April 2011 - January 2012
Interactive Data March 2006 - March 2011
Skills
Financial Markets, Business Development, CRM, Equities, Fixed Income, Sales, Corporate Actions, Salesforce.com, Capital Markets, Market Data, Business Analysis, New Business Development, Portfolio Management, Strategy, Management, Securities, Sales Operations, Product Development, Mutual Funds, Trading Systems, Account Management, Contract Negotiation, Municipal Bonds, Team Management, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Bonds, Cross-functional Team..., Relationship Management, Equity Research, Equity Analytics, Driving New Business
Education
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Business Management
Walpole High School
Christopher Rourke Christopher Rourke's State Street Experience January 2013 - March 2014
Job Finance Associate at New Balance
Industry Sporting Goods
Experience
New Balance March 2014 - Present
State Street January 2013 - March 2014
State Street Bank May 2012 - January 2013
URI Ram Fund September 2011 - December 2011
Quartet Technology, Inc June 2008 - August 2011
Skills
Microsoft Office, Data Analysis, Financial Analysis, Leadership, Cash Operations, Global Custody, QuickBooks, Financial Services, Client Relations
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Finance
Groton Dunstable Regional High School
New Balance March 2014 - Present
State Street January 2013 - March 2014
State Street Bank May 2012 - January 2013
URI Ram Fund September 2011 - December 2011
Quartet Technology, Inc June 2008 - August 2011
Skills
Microsoft Office, Data Analysis, Financial Analysis, Leadership, Cash Operations, Global Custody, QuickBooks, Financial Services, Client Relations
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Finance
Groton Dunstable Regional High School
Jeffrey Vermillion Jeffrey Vermillion's State Street Experience August 2015 - Present
Job Officer: SF International, Fed & DTC Settlement Operations at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street September 2007 - August 2015
State Street August 2006 - September 2007
Skills
Securities Lending, Corporate Actions, Microsoft Excel, Fixed Income, Equities, Settlements, Reconciliations, Equilend, Business Relationship..., Six Sigma, Process Improvement, Account Reconciliation
Education
University of Rhode Island - College of Business Administration 2001 — 2006
Undergraduate, Economics, Business Administration
State Street August 2015 - Present
State Street September 2007 - August 2015
State Street August 2006 - September 2007
Skills
Securities Lending, Corporate Actions, Microsoft Excel, Fixed Income, Equities, Settlements, Reconciliations, Equilend, Business Relationship..., Six Sigma, Process Improvement, Account Reconciliation
Education
University of Rhode Island - College of Business Administration 2001 — 2006
Undergraduate, Economics, Business Administration
Brendan Paul Brendan Paul's State Street Experience December 2014 - Present
Job Assistant Vice President, Public Relations at State Street
Industry Public Relations and Communications
Experience
State Street December 2014 - Present
The CHT Group January 2013 - November 2014
The CHT Group September 2011 - November 2013
Fidelity Investments July 2007 - June 2011
Clarendon Group September 2005 - July 2007
Ball Janik-LLP January 2005 - July 2005
Skills
Media Relations, Strategic Communications, Public Affairs, Marketing Communications, Corporate Communications, Communications Planning, Internal Communications, Message Development, Political Campaigns, Leadership, Crisis Management, Speech Writing, Market Research, Strategic Planning, Public Relations, Social Networking, Integrated Marketing, Public Policy, Business Development, Brand Management, Marketing, Press Releases, Social Media, Business Planning, Analysis, Crisis Communications, Strategy, Corporate Social..., Public Speaking, Research, Politics, Nonprofits, Policy, Community Development, Editing, Proposal Writing, Newsletters, Blogging, Event Management, Program Management, Communication Training, Social Media Marketing, Messaging, Legislative Relations, Community Outreach, Communication, Government, Marketing Strategy
Education
University of Rhode Island 2001 — 2005
B.A.
The Washington Center 2005 — 2005
State Street December 2014 - Present
The CHT Group January 2013 - November 2014
The CHT Group September 2011 - November 2013
Fidelity Investments July 2007 - June 2011
Clarendon Group September 2005 - July 2007
Ball Janik-LLP January 2005 - July 2005
Skills
Media Relations, Strategic Communications, Public Affairs, Marketing Communications, Corporate Communications, Communications Planning, Internal Communications, Message Development, Political Campaigns, Leadership, Crisis Management, Speech Writing, Market Research, Strategic Planning, Public Relations, Social Networking, Integrated Marketing, Public Policy, Business Development, Brand Management, Marketing, Press Releases, Social Media, Business Planning, Analysis, Crisis Communications, Strategy, Corporate Social..., Public Speaking, Research, Politics, Nonprofits, Policy, Community Development, Editing, Proposal Writing, Newsletters, Blogging, Event Management, Program Management, Communication Training, Social Media Marketing, Messaging, Legislative Relations, Community Outreach, Communication, Government, Marketing Strategy
Education
University of Rhode Island 2001 — 2005
B.A.
The Washington Center 2005 — 2005
Jason Leavitt Jason Leavitt's State Street Experience April 2011 - December 2011
Job Branch Manager III at Pentagon Federal Credit Union
Industry Financial Services
Experience
Pentagon Federal Credit Union December 2013 - Present
Koinonia Center May 2013 - December 2013
Pentagon Federal Credit Union February 2013 - December 2013
Pentagon Federal Credit Union August 2012 - January 2013
State Street April 2011 - December 2011
State Street April 2009 - March 2011
State Street June 2007 - April 2009
Investors Bank & Trust September 2006 - June 2007
University of Phoenix June 2005 - June 2006
University of Phoenix June 2004 - June 2005
Skills
Process Improvement, Accounting, Operations Management, Team Management, Sales Management, Retail Banking, Financial Services, Higher Education..., Strategic Planning, Business Strategy, Financial Analysis, CRM, Banking, Finance, Customer Service, Loans, Management, Leadership, Investments
Education
University of Phoenix 2004 — 2005
MBA
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S. Business Administration, Finance
Pentagon Federal Credit Union December 2013 - Present
Koinonia Center May 2013 - December 2013
Pentagon Federal Credit Union February 2013 - December 2013
Pentagon Federal Credit Union August 2012 - January 2013
State Street April 2011 - December 2011
State Street April 2009 - March 2011
State Street June 2007 - April 2009
Investors Bank & Trust September 2006 - June 2007
University of Phoenix June 2005 - June 2006
University of Phoenix June 2004 - June 2005
Skills
Process Improvement, Accounting, Operations Management, Team Management, Sales Management, Retail Banking, Financial Services, Higher Education..., Strategic Planning, Business Strategy, Financial Analysis, CRM, Banking, Finance, Customer Service, Loans, Management, Leadership, Investments
Education
University of Phoenix 2004 — 2005
MBA
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S. Business Administration, Finance
Rob Donelson Rob Donelson's State Street Experience May 1999 - Present
Job VP, Application CM Manager at State Street
Industry Financial Services
Experience
State Street May 1999 - Present
Gray Cary Ware & Freidenrich April 1996 - May 1999
Skills
Software Configuration..., Release Management, Technical Documentation, Change Management, Information Technology, Software Documentation, Training, Business Analysis, Visio, SDLC, PMO, Vendor Management, Business Process..., Requirements Analysis, Software Project..., Disaster Recovery, Process Improvement, SQL
Education
University of Phoenix 1998 — 2000
Business Administration and Management, General
State Street May 1999 - Present
Gray Cary Ware & Freidenrich April 1996 - May 1999
Skills
Software Configuration..., Release Management, Technical Documentation, Change Management, Information Technology, Software Documentation, Training, Business Analysis, Visio, SDLC, PMO, Vendor Management, Business Process..., Requirements Analysis, Software Project..., Disaster Recovery, Process Improvement, SQL
Education
University of Phoenix 1998 — 2000
Business Administration and Management, General
William Pimentel's State Street Experience March 2012 - October 2012
Job Manager of Client Accounting at AlphaSimplex Group
Industry Financial Services
Experience
AlphaSimplex Group March 2015 - Present
AlphaSimplex Group October 2012 - Present
State Street March 2012 - October 2012
State Street May 2011 - March 2012
Graduate Leverage March 2011 - March 2011
Northwestern Mutual August 2010 - December 2010
2010: Burke & Associates June 2010 - August 2010
Skills
Excel, Bookkeeping, Problem Solving, Accounting, Tax, Insurance, Small Business, Financial Reporting, Finance, Financial Analysis, Journal Entries, Bank Reconciliation, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Customer Service, Public Speaking, Financial Modeling
Education
University of Rhode Island 2006 — 2010
Bachelors, Accounting
AlphaSimplex Group March 2015 - Present
AlphaSimplex Group October 2012 - Present
State Street March 2012 - October 2012
State Street May 2011 - March 2012
Graduate Leverage March 2011 - March 2011
Northwestern Mutual August 2010 - December 2010
2010: Burke & Associates June 2010 - August 2010
Skills
Excel, Bookkeeping, Problem Solving, Accounting, Tax, Insurance, Small Business, Financial Reporting, Finance, Financial Analysis, Journal Entries, Bank Reconciliation, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Customer Service, Public Speaking, Financial Modeling
Education
University of Rhode Island 2006 — 2010
Bachelors, Accounting
Gregory Bean Gregory Bean's State Street Experience June 2011 - May 2013
Job Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance May 2013 - September 2015
State Street June 2011 - May 2013
State Street June 2010 - August 2010
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor, Accounting
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance May 2013 - September 2015
State Street June 2011 - May 2013
State Street June 2010 - August 2010
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor, Accounting
Leo McGowan Leo McGowan's State Street Experience June 2012 - July 2015
Job Analyst at GMO
Industry Investment Management
Experience
GMO July 2015 - Present
State Street June 2012 - July 2015
Education
University of Rhode Island 2008 — 2012
Bachelor’s Degree, Economics
GMO July 2015 - Present
State Street June 2012 - July 2015
Education
University of Rhode Island 2008 — 2012
Bachelor’s Degree, Economics
Thomas Burrell's State Street Experience January 2011 - Present
Job Chief Risk Officer, Global Treasury
Industry Investment Management
Experience
State Street January 2011 - Present
Bridgewater Associates June 2005 - December 2010
Oliver, Wyman & Company September 2001 - June 2005
Skills
Investments, Enterprise Risk..., Hedge Funds, Risk Management, Capital Markets, Valuation, Asset Management, Financial Risk, Financial Services, Investment Strategies, Derivatives, Fixed Income, Due Diligence, Emerging Markets, Asset Managment, Financial Modeling, Portfolio Management, Equities, Private Equity, Alternative Investments, Asset Allocation, Corporate Development, Venture Capital, Bloomberg
Education
University of Pennsylvania 1996 — 2001
MSE, Systems Engineering
University of Pennsylvania 1996 — 2001
BSE, Systems Engineering
University of Pennsylvania - The Wharton School 1996 — 2001
BS, Economics (Finance, Operations Management)
State Street January 2011 - Present
Bridgewater Associates June 2005 - December 2010
Oliver, Wyman & Company September 2001 - June 2005
Skills
Investments, Enterprise Risk..., Hedge Funds, Risk Management, Capital Markets, Valuation, Asset Management, Financial Risk, Financial Services, Investment Strategies, Derivatives, Fixed Income, Due Diligence, Emerging Markets, Asset Managment, Financial Modeling, Portfolio Management, Equities, Private Equity, Alternative Investments, Asset Allocation, Corporate Development, Venture Capital, Bloomberg
Education
University of Pennsylvania 1996 — 2001
MSE, Systems Engineering
University of Pennsylvania 1996 — 2001
BSE, Systems Engineering
University of Pennsylvania - The Wharton School 1996 — 2001
BS, Economics (Finance, Operations Management)
Robert M. Brown's State Street Experience August 2008 - Present
Job Vice President, Application Development & Maintenance
Industry Investment Banking
Experience
State Street August 2008 - Present
State Street August 2005 - August 2008
Embarcadero Systems 2001 - 2005
Healinx 2000 - 2001
CIBER (PeopleSoft Practice) 1994 - 2000
Iron Mountain - Los Angeles 1990 - 1994
Skills
Agile, Scrum, Lean, Process Improvement, Software Project..., Process Mapping, DMAIC, Kanban, Value Stream Mapping, SQL Server, SDLC, Requirements Analysis, IIS, SQL, Software Development, Visual Basic, .NET, ASP.NET, Microsoft SQL Server, Agile Methodologies, Business Analysis, Integration, Project Management, Visio, User Acceptance Testing, SharePoint, Enterprise Architecture, MS Project, Business Requirements, Requirements Gathering, Vendor Management, Business Process, IT Strategy, PMO, IT Management, Project Portfolio..., Business Process..., Business Intelligence, Management
Education
University of Phoenix 2004 — 2006
MBA
DeVry University 1987 — 1990
BS, Information Systems
State Street August 2008 - Present
State Street August 2005 - August 2008
Embarcadero Systems 2001 - 2005
Healinx 2000 - 2001
CIBER (PeopleSoft Practice) 1994 - 2000
Iron Mountain - Los Angeles 1990 - 1994
Skills
Agile, Scrum, Lean, Process Improvement, Software Project..., Process Mapping, DMAIC, Kanban, Value Stream Mapping, SQL Server, SDLC, Requirements Analysis, IIS, SQL, Software Development, Visual Basic, .NET, ASP.NET, Microsoft SQL Server, Agile Methodologies, Business Analysis, Integration, Project Management, Visio, User Acceptance Testing, SharePoint, Enterprise Architecture, MS Project, Business Requirements, Requirements Gathering, Vendor Management, Business Process, IT Strategy, PMO, IT Management, Project Portfolio..., Business Process..., Business Intelligence, Management
Education
University of Phoenix 2004 — 2006
MBA
DeVry University 1987 — 1990
BS, Information Systems
Robert Puffer's State Street Experience August 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Skills
Oracle, Trading Systems, Sybase, Solaris, Microsoft SQL Server, Windows, SQL, Electronic Trading, Order Management, Databases, Integration, Linux, Fidessa, Fixed Income, Disaster Recovery, Virtualization, Equities, Unix, Business Analysis, System Administration, Low Latency, Market Data, Exchange Connectivity, SDLC, Enterprise Architecture, Equity Trading, Requirements Analysis, Equity Derivatives, Back Office, Hedge Funds, Trading, Reference Data, Options, Interest Rate..., Bloomberg, Financial Services, Financial Markets, Investment Banking, Requirements Gathering, VBA, Derivatives
Education
University of Rhode Island 1990 — 1994
BS
LSRHS
State Street August 2015 - Present
Skills
Oracle, Trading Systems, Sybase, Solaris, Microsoft SQL Server, Windows, SQL, Electronic Trading, Order Management, Databases, Integration, Linux, Fidessa, Fixed Income, Disaster Recovery, Virtualization, Equities, Unix, Business Analysis, System Administration, Low Latency, Market Data, Exchange Connectivity, SDLC, Enterprise Architecture, Equity Trading, Requirements Analysis, Equity Derivatives, Back Office, Hedge Funds, Trading, Reference Data, Options, Interest Rate..., Bloomberg, Financial Services, Financial Markets, Investment Banking, Requirements Gathering, VBA, Derivatives
Education
University of Rhode Island 1990 — 1994
BS
LSRHS
William J. Fortier, PMP's State Street Experience
Job Vice President at State Street
Industry Financial Services
Experience
State Street
Skills
Global Custody, Project Management, Financial Services, Vendor Management, Risk Management, Process Improvement, Fixed Income, PMP, Business Analysis, Fund Accounting, PMO, Portfolio Management, Equities, Requirements Gathering, SDLC, Program Management, Business Process...
Education
University of Rhode Island - College of Business Administration 1982 — 1986
BS, Accounting
State Street
Skills
Global Custody, Project Management, Financial Services, Vendor Management, Risk Management, Process Improvement, Fixed Income, PMP, Business Analysis, Fund Accounting, PMO, Portfolio Management, Equities, Requirements Gathering, SDLC, Program Management, Business Process...
Education
University of Rhode Island - College of Business Administration 1982 — 1986
BS, Accounting
Ned Lavallee's State Street Experience February 2007 - December 2010
Job High School Mathematics Teacher at Foxborough Public schools
Industry Financial Services
Experience
Foxborough Public schools September 2013 - Present
State Street February 2007 - December 2010
State Street 2004 - 2007
State Street 2000 - 2004
Citigroup / CitiStreet 1998 - 2000
CitiStreet 1995 - 1998
Manpower Inc. 1992 - 1995
Skills
Previously accredited..., School Council -..., Sales, Relationship Management, Sales Process, New Business Development, Licensed Middle School..., Licensed High School..., Mathematics Tutor..., Banking, Employee Benefits, Financial Services, Strategy, Business Analysis, Business Development, Marketing, Sales Management, Investments, Process Improvement, CRM, Risk Management, Insurance, Mutual Funds
Education
University of Rhode Island 1985 — 1991
BA
Foxborough Public schools September 2013 - Present
State Street February 2007 - December 2010
State Street 2004 - 2007
State Street 2000 - 2004
Citigroup / CitiStreet 1998 - 2000
CitiStreet 1995 - 1998
Manpower Inc. 1992 - 1995
Skills
Previously accredited..., School Council -..., Sales, Relationship Management, Sales Process, New Business Development, Licensed Middle School..., Licensed High School..., Mathematics Tutor..., Banking, Employee Benefits, Financial Services, Strategy, Business Analysis, Business Development, Marketing, Sales Management, Investments, Process Improvement, CRM, Risk Management, Insurance, Mutual Funds
Education
University of Rhode Island 1985 — 1991
BA
James Darr's State Street Experience 1987 - 2000
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
State Street 1987 - 2000
Skills
Art, Public Relations, Public Speaking
Education
University of Pennsylvania 1964 — 1968
State Street 1987 - 2000
Skills
Art, Public Relations, Public Speaking
Education
University of Pennsylvania 1964 — 1968
Peter Noll's State Street Experience 1992 - 2001
Job Chief Technology Officer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management April 2014 - Present
Beacon Consulting Group 2012 - April 2014
Pioneer Investments Management Ltd. 2005 - 2012
MFS Investment Management April 2001 - May 2004
State Street 1992 - 2001
Tandem Computers 1988 - 1992
Data Architects Inc. 1981 - 1988
Borroughs Corp. 1978 - 1981
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Management, Business Intelligence, Enterprise Architecture, IT Strategy, SDLC, Financial Services, Process Improvement, Equities, Project Management, Risk Management, Asset Managment, Investments, Outsourcing, Integration, PMO, Software Project..., Disaster Recovery, Business Process..., Strategy
Education
university of rhode island 1974 — 1978
Needham
Acadian Asset Management April 2014 - Present
Beacon Consulting Group 2012 - April 2014
Pioneer Investments Management Ltd. 2005 - 2012
MFS Investment Management April 2001 - May 2004
State Street 1992 - 2001
Tandem Computers 1988 - 1992
Data Architects Inc. 1981 - 1988
Borroughs Corp. 1978 - 1981
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Management, Business Intelligence, Enterprise Architecture, IT Strategy, SDLC, Financial Services, Process Improvement, Equities, Project Management, Risk Management, Asset Managment, Investments, Outsourcing, Integration, PMO, Software Project..., Disaster Recovery, Business Process..., Strategy
Education
university of rhode island 1974 — 1978
Needham
Colin Weise's State Street Experience 2006 - July 2014
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Jeff Waite's State Street Experience February 2004 - November 2007
Job Senior Data Management Business Analyst at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2015 - Present
Voya Investment Management June 2013 - May 2015
SunGard Financial Systems October 2012 - June 2013
BlackRock November 2007 - October 2012
State Street February 2004 - November 2007
SEI Investments January 2004 - January 2005
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance
Voya Investment Management May 2015 - Present
Voya Investment Management June 2013 - May 2015
SunGard Financial Systems October 2012 - June 2013
BlackRock November 2007 - October 2012
State Street February 2004 - November 2007
SEI Investments January 2004 - January 2005
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance
Nancy Altimonte's State Street Experience April 2011 - October 2012
Job Director, Human Resources at EMC
Industry Human Resources
Experience
EMC October 2013 - Present
State Street April 2011 - October 2012
State Street March 2009 - April 2011
State Street June 2006 - March 2009
State Street December 1997 - June 2006
The Boston Company (A company of Mellon Bank Corp) January 1994 - December 1997
Deaconess Hosptial May 1988 - January 1994
Skills
Recruiting, Employee Engagement, Employer Branding, Hiring Practices, Hiring Trends, Strategic Hiring, HR Consulting, Management Consulting, Leadership Development, Employee Relations, People Managment, Applicant Tracking..., Business Strategy, Coaching, College Recruiting, Compensation & Benefit, Deferred Compensation, Employee Benefits, Executive Management, Financial Services, Hiring, HRIS, Human Resources, Leadership, Management, Mergers & Acquisitions, Onboarding, Organizational Design, Organizational..., Organizational..., Outsourcing, Performance Management, Personnel Management, Policy, Program Management, Sourcing, Start-ups, Strategic Partnerships, Strategy, Succession Planning, Talent Acquisition, Talent Management, Temporary Placement, Workforce Planning
Education
University of Rhode Island
Bachelor's degree
EMC October 2013 - Present
State Street April 2011 - October 2012
State Street March 2009 - April 2011
State Street June 2006 - March 2009
State Street December 1997 - June 2006
The Boston Company (A company of Mellon Bank Corp) January 1994 - December 1997
Deaconess Hosptial May 1988 - January 1994
Skills
Recruiting, Employee Engagement, Employer Branding, Hiring Practices, Hiring Trends, Strategic Hiring, HR Consulting, Management Consulting, Leadership Development, Employee Relations, People Managment, Applicant Tracking..., Business Strategy, Coaching, College Recruiting, Compensation & Benefit, Deferred Compensation, Employee Benefits, Executive Management, Financial Services, Hiring, HRIS, Human Resources, Leadership, Management, Mergers & Acquisitions, Onboarding, Organizational Design, Organizational..., Organizational..., Outsourcing, Performance Management, Personnel Management, Policy, Program Management, Sourcing, Start-ups, Strategic Partnerships, Strategy, Succession Planning, Talent Acquisition, Talent Management, Temporary Placement, Workforce Planning
Education
University of Rhode Island
Bachelor's degree
Eric Wolf's State Street Experience March 2001 - Present
Job Managing Director Fund Connect, State Street's Money Market Fund Portal
Industry Financial Services
Experience
State Street March 2001 - Present
Computer Sciences Corporation September 1999 - March 2001
Education
University of Rhode Island 1989 — 1993
Fort Lee High School 1985 — 1989
State Street March 2001 - Present
Computer Sciences Corporation September 1999 - March 2001
Education
University of Rhode Island 1989 — 1993
Fort Lee High School 1985 — 1989
Jennifer Fleischmann's State Street Experience August 2010 - Present
Job Senior Associate, Fund Administrator at State Street
Industry Financial Services
Experience
State Street August 2010 - Present
GE Commercial Finance 2006 - 2009
Skills
Banking, Financial Analysis, Financial Services, Credit, Accounting, Microsoft Excel, Process Improvement
Education
University of Phoenix Online 2007 — 2010
Bachelor's degree, Accounting
State Street August 2010 - Present
GE Commercial Finance 2006 - 2009
Skills
Banking, Financial Analysis, Financial Services, Credit, Accounting, Microsoft Excel, Process Improvement
Education
University of Phoenix Online 2007 — 2010
Bachelor's degree, Accounting
Glenn Scissons's State Street Experience 1997 - 1999
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Mechelle Greaves's State Street Experience 2007 - 2008
Job System Support Analyst at Syniverse Technologies
Industry Information Technology and Services
Experience
Syniverse Technologies April 2011 - February 2012
US Department of Transportation (DOT) 2008 - May 2009
State Street 2007 - 2008
BiogenIdec 2007 - 2007
Skills
Troubleshooting, Operating Systems, Active Directory, DNS, Window Server 2008 and..., XML, InDesign, Illustrator, Linux, Microsoft Office, Altiris, COBOL
Education
New Horizon Computer Learning School 2012 — 2013
Network Architect
American Career Institute 2010 — 2011
Web and Graphic Developer
University of Phoenix 2008 — 2008
Syniverse Technologies April 2011 - February 2012
US Department of Transportation (DOT) 2008 - May 2009
State Street 2007 - 2008
BiogenIdec 2007 - 2007
Skills
Troubleshooting, Operating Systems, Active Directory, DNS, Window Server 2008 and..., XML, InDesign, Illustrator, Linux, Microsoft Office, Altiris, COBOL
Education
New Horizon Computer Learning School 2012 — 2013
Network Architect
American Career Institute 2010 — 2011
Web and Graphic Developer
University of Phoenix 2008 — 2008
Alonzo Quintana's State Street Experience January 2014 - February 2014
Job Vice President Trust operations at RMG Consulting/Bank of the West
Industry Financial Services
Experience
State Street January 2014 - February 2014
Wells Fargo Wealth Management Investment and Fiduciary Services February 2012 - January 2013
Self Employed February 2008 - February 2012
Bank of the West August 2007 - February 2008
Allegiance Capital 2000 - 2007
Skills
Fixed Income, CMBS, Microsoft Office, ABS, Policy, Strategic Planning, Customer Service, Team Building, Process Improvement, Problem Solving, Word, Change Management, Operations Management, Coaching, Bonds, Hedge Funds, Securities, Investments, Mutual Funds, Banking, Strategic Financial..., Investment Strategies, Insurance, Asset Management, Series 7, Bloomberg, Derivatives, Trading, Equities, Microsoft Word, Settlement, Capital Markets, Asset Allocation, Alternative Investments, Bloomberg Terminal, Investment Management, Financial Modeling, Financial Markets, Investment Advisory, Valuation, Investment Banking, Wealth Management, Trading Systems, Financial Services, Back Office, Private Equity, Credit Analysis, Risk Management, Financial Analysis, Corporate Finance
Education
University of Phoenix 1995 — 1998
Business Admin
State Street January 2014 - February 2014
Wells Fargo Wealth Management Investment and Fiduciary Services February 2012 - January 2013
Self Employed February 2008 - February 2012
Bank of the West August 2007 - February 2008
Allegiance Capital 2000 - 2007
Skills
Fixed Income, CMBS, Microsoft Office, ABS, Policy, Strategic Planning, Customer Service, Team Building, Process Improvement, Problem Solving, Word, Change Management, Operations Management, Coaching, Bonds, Hedge Funds, Securities, Investments, Mutual Funds, Banking, Strategic Financial..., Investment Strategies, Insurance, Asset Management, Series 7, Bloomberg, Derivatives, Trading, Equities, Microsoft Word, Settlement, Capital Markets, Asset Allocation, Alternative Investments, Bloomberg Terminal, Investment Management, Financial Modeling, Financial Markets, Investment Advisory, Valuation, Investment Banking, Wealth Management, Trading Systems, Financial Services, Back Office, Private Equity, Credit Analysis, Risk Management, Financial Analysis, Corporate Finance
Education
University of Phoenix 1995 — 1998
Business Admin
Jan C Sikora's State Street Experience May 2011 - Present
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street May 2011 - Present
State Street November 2005 - May 2011
State Street Bank December 1999 - November 2005
VERC Enterprises Inc. November 1997 - November 1999
VERC Enterprises Inc. November 1995 - November 1997
VERC Enterprises Inc. January 1990 - November 1995
Skills
Training, Instructional Design, Photoshop, Graphic Design, PowerPoint, Leadership, Program Management, Management, Leadership Development, Talent Management, Financial Services, Mutual Funds, SharePoint, Fund Accounting, Fixed Income, Customer Service, SDLC, Visio, Onboarding, Process Improvement, Banking, Coaching, E-Learning, Accounting, Marketing, Risk Management, Business Analysis, Finance, Organizational..., Securities, Performance Management, Training Delivery, Employee Training, Microsoft Excel, Analysis
Education
University of Phoenix
Bachelor's Degree, Business Management, 3.89 GPA
State Street May 2011 - Present
State Street November 2005 - May 2011
State Street Bank December 1999 - November 2005
VERC Enterprises Inc. November 1997 - November 1999
VERC Enterprises Inc. November 1995 - November 1997
VERC Enterprises Inc. January 1990 - November 1995
Skills
Training, Instructional Design, Photoshop, Graphic Design, PowerPoint, Leadership, Program Management, Management, Leadership Development, Talent Management, Financial Services, Mutual Funds, SharePoint, Fund Accounting, Fixed Income, Customer Service, SDLC, Visio, Onboarding, Process Improvement, Banking, Coaching, E-Learning, Accounting, Marketing, Risk Management, Business Analysis, Finance, Organizational..., Securities, Performance Management, Training Delivery, Employee Training, Microsoft Excel, Analysis
Education
University of Phoenix
Bachelor's Degree, Business Management, 3.89 GPA
LTJG Casey DeSormier, USN's State Street Experience February 2009 - May 2010
Job Surface Warfare Officer
Industry Military
Experience
US Navy November 2010 - Present
US Navy September 2010 - November 2010
State Street February 2009 - May 2010
Pacific-Basin Capital Markets Research Center February 2008 - December 2008
Ram Fund - University of Rhode Island Student Investment Fund February 2008 - December 2008
SAIC May 2006 - March 2008
Education
University of Rhode Island - College of Business Administration 2005 — 2008
B.S. in Business Administration, Finance
US Navy November 2010 - Present
US Navy September 2010 - November 2010
State Street February 2009 - May 2010
Pacific-Basin Capital Markets Research Center February 2008 - December 2008
Ram Fund - University of Rhode Island Student Investment Fund February 2008 - December 2008
SAIC May 2006 - March 2008
Education
University of Rhode Island - College of Business Administration 2005 — 2008
B.S. in Business Administration, Finance
Bob Abbott's State Street Experience November 2003 - December 2012
Job Solutions Architect at Staples
Industry Information Technology and Services
Experience
Staples June 2013 - Present
Staples December 2012 - Present
State Street November 2003 - December 2012
LogicaCMG May 2000 - November 2003
BBN / GTE Internetworking 1993 - 2000
Skills
Solaris, AIX, Unix, Disaster Recovery, Virtualization, High Availability, Veritas Cluster Server, Network Security, Operating Systems, Hardware, Cluster, Troubleshooting, System Administration, Data Center, Performance Tuning, Linux, Servers, SAN, Perl, Architecture, Business Continuity, Red Hat Linux, Infrastructure, DNS, Enterprise Architecture, Shell Scripting, Oracle, Storage Area Networks, Storage, Project Management, Veritas Volume Manager, IT Management, Security
Education
University of Rhode Island 1987 — 1992
Bachelor of Science (BS), Health and Physical Education/Fitness
Staples June 2013 - Present
Staples December 2012 - Present
State Street November 2003 - December 2012
LogicaCMG May 2000 - November 2003
BBN / GTE Internetworking 1993 - 2000
Skills
Solaris, AIX, Unix, Disaster Recovery, Virtualization, High Availability, Veritas Cluster Server, Network Security, Operating Systems, Hardware, Cluster, Troubleshooting, System Administration, Data Center, Performance Tuning, Linux, Servers, SAN, Perl, Architecture, Business Continuity, Red Hat Linux, Infrastructure, DNS, Enterprise Architecture, Shell Scripting, Oracle, Storage Area Networks, Storage, Project Management, Veritas Volume Manager, IT Management, Security
Education
University of Rhode Island 1987 — 1992
Bachelor of Science (BS), Health and Physical Education/Fitness
Jamie Ulrich's State Street Experience December 2007 - July 2013
Job VPFund Administration at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
State Street December 2007 - July 2013
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Securities, Bloomberg, Hedge Funds, Derivatives, Investments, Financial Analysis, Asset Management, Alternative Investments, Fund Accounting, Financial Reporting, Risk Management
Education
University of Pittsburgh 1993 — 1997
Northern Trust August 2013 - Present
State Street December 2007 - July 2013
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Securities, Bloomberg, Hedge Funds, Derivatives, Investments, Financial Analysis, Asset Management, Alternative Investments, Fund Accounting, Financial Reporting, Risk Management
Education
University of Pittsburgh 1993 — 1997
Steve Dispirito's State Street Experience September 1993 - Present
Job VP Director Data Engineering
Industry Financial Services
Experience
State Street September 1993 - Present
Education
University of Rhode Island
BS, Electrical Engineering
State Street September 1993 - Present
Education
University of Rhode Island
BS, Electrical Engineering
Ivan Matviak's State Street Experience 2015 - Present
Job Executive Vice President, Global Exchange
Industry Investment Management
Experience
State Street 2015 - Present
State Street 2013 - Present
State Street 2009 - 2012
Halifax Bank of Scotland (HBOS) PLC 2006 - 2009
The Walt Disney Company 2001 - 2006
Bain & Company 1998 - 2001
Skills
Private Equity, Asset Management, Due Diligence, Outsourcing, Banking, Corporate Development, P&L Management, Strategy Development, Strategy, Financial Modeling, Alternative Investments, Executive Management, Mutual Funds, Risk Management, Hedge Funds, Investment Banking, Mergers & Acquisitions, Asset Managment, Valuation, Portfolio Management, Management, Finance, Financial Services, Investments, Management Consulting, Fixed Income, Leadership, Product Management, Securities, Equities
Education
University of Pennsylvania 1996 — 1998
MA, International Studies
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Strategy
University of Pennsylvania 1987 — 1991
BA, International Relations and Economics
State Street 2015 - Present
State Street 2013 - Present
State Street 2009 - 2012
Halifax Bank of Scotland (HBOS) PLC 2006 - 2009
The Walt Disney Company 2001 - 2006
Bain & Company 1998 - 2001
Skills
Private Equity, Asset Management, Due Diligence, Outsourcing, Banking, Corporate Development, P&L Management, Strategy Development, Strategy, Financial Modeling, Alternative Investments, Executive Management, Mutual Funds, Risk Management, Hedge Funds, Investment Banking, Mergers & Acquisitions, Asset Managment, Valuation, Portfolio Management, Management, Finance, Financial Services, Investments, Management Consulting, Fixed Income, Leadership, Product Management, Securities, Equities
Education
University of Pennsylvania 1996 — 1998
MA, International Studies
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Strategy
University of Pennsylvania 1987 — 1991
BA, International Relations and Economics
Paul Schmieder's State Street Experience July 2014 - Present
Job VP at State Street
Industry Banking
Experience
State Street July 2014 - Present
Independent Contractor June 2011 - July 2014
Meecorp Capital Markets February 2009 - June 2011
SGCIB September 2002 - November 2007
Fleet Bank October 1997 - August 2002
State Street Bank October 1992 - October 1997
Skills
ABS, Underwriting, Bonds, Syndications, Loans, Deal Origination, Securitization, Fixed Income, Commercial Real Estate, Financial Modeling, Investors, Marketing, Financial Statement..., Private Placements, Documentations, Middle Market, large corporate, Due Diligence
Education
University of Rhode Island
B.S., Business
State Street July 2014 - Present
Independent Contractor June 2011 - July 2014
Meecorp Capital Markets February 2009 - June 2011
SGCIB September 2002 - November 2007
Fleet Bank October 1997 - August 2002
State Street Bank October 1992 - October 1997
Skills
ABS, Underwriting, Bonds, Syndications, Loans, Deal Origination, Securitization, Fixed Income, Commercial Real Estate, Financial Modeling, Investors, Marketing, Financial Statement..., Private Placements, Documentations, Middle Market, large corporate, Due Diligence
Education
University of Rhode Island
B.S., Business
Tuan Nhan's State Street Experience November 2010 - September 2012
Job Reconciliation Control Senior Specialist
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
JPMorgan Chase & Co. September 2012 - September 2014
State Street November 2010 - September 2012
State Street April 2008 - November 2010
Bank of America May 2005 - April 2008
Commerce Bank & Trust January 2000 - May 2004
Skills
Equities, Account Reconciliation, Fund Accounting, Mutual Funds, Banking, Financial Analysis, Asset Management, Loans, Credit, Deposits, Fixed Income, Bloomberg, Retail Banking, Treasury Management, Securities, SWIFT payments, Financial Services
Education
University of Phoenix 2005 — 2007
Bachelor, Business Administration
Great-West Financial September 2014 - Present
JPMorgan Chase & Co. September 2012 - September 2014
State Street November 2010 - September 2012
State Street April 2008 - November 2010
Bank of America May 2005 - April 2008
Commerce Bank & Trust January 2000 - May 2004
Skills
Equities, Account Reconciliation, Fund Accounting, Mutual Funds, Banking, Financial Analysis, Asset Management, Loans, Credit, Deposits, Fixed Income, Bloomberg, Retail Banking, Treasury Management, Securities, SWIFT payments, Financial Services
Education
University of Phoenix 2005 — 2007
Bachelor, Business Administration
Tobias Krause's State Street Experience January 2012 - Present
Job Managing Director Collateral Risk and Credit Surveillance at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Skills
Risk Management, Collateral Management, Prime Brokerage, Hedge Funds, Stress Testing, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Capital Markets, Equity Derivatives, Trading, Credit Risk, Market Risk, Series 7, Derivatives, Portfolio Management
Education
Technical University of Brunswick, Germany 1998 — 2003
Master of Engineering (M.Eng.), Electrical Engineering
Technical University of Brunswick, Germany 1998 — 2003
Master of Finance
University of Rhode Island 2001 — 2002
International Engineering Program (IEP)
State Street January 2012 - Present
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Skills
Risk Management, Collateral Management, Prime Brokerage, Hedge Funds, Stress Testing, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Capital Markets, Equity Derivatives, Trading, Credit Risk, Market Risk, Series 7, Derivatives, Portfolio Management
Education
Technical University of Brunswick, Germany 1998 — 2003
Master of Engineering (M.Eng.), Electrical Engineering
Technical University of Brunswick, Germany 1998 — 2003
Master of Finance
University of Rhode Island 2001 — 2002
International Engineering Program (IEP)
Brian Bodamer's State Street Experience July 2001 - July 2003
Job VP, Sr Operational Risk Officer at PNC
Industry Financial Services
Experience
PNC October 2012 - Present
KPMG LLP June 2010 - October 2012
KPMG Advisory 2005 - October 2012
KPMG LLP August 2005 - June 2010
State Street July 2001 - July 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
B.S., Finance
PNC October 2012 - Present
KPMG LLP June 2010 - October 2012
KPMG Advisory 2005 - October 2012
KPMG LLP August 2005 - June 2010
State Street July 2001 - July 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
B.S., Finance
Chaitali Chaudhari's State Street Experience February 2011 - October 2011
Job Sr. Data Warehouse Developer at BerkletNet
Industry Computer Software
Experience
Fannie Mae November 2011 - Present
State Street February 2011 - October 2011
Education
Pune University 2001 — 2003
Master's degree, Computer Science, A
Fannie Mae November 2011 - Present
State Street February 2011 - October 2011
Education
Pune University 2001 — 2003
Master's degree, Computer Science, A
Sameer Saran's State Street Experience February 2011 - August 2011
Job Computer Lab Project Manager at URI Department of Engineering
Industry Mechanical or Industrial Engineering
Experience
URI Department of Engineering May 2015 - September 2015
URI Department of Engineering September 2014 - May 2015
Autonomous Coop Design Team Project (Senior Project) September 2014 - May 2015
INSCO group December 2013 - August 2014
C.R. Bard, Inc. (Davol) January 2013 - September 2013
State Street February 2011 - August 2011
JPM chase October 2010 - December 2010
State Street July 2008 - October 2010
Bestway Convenience Store December 2005 - August 2008
APC Corporation February 2006 - April 2006
Skills
Digital Image..., Finite Element Analysis, SolidWorks, Abaqus, Microsoft Office, Microsoft Excel, Matlab, PowerPoint, Microsoft Word, Management, Customer Service, Public Speaking, Research, Leadership, Derivatives, Analysis, Accounting, Forecasting
Education
University of Rhode Island 2011 — 2015
Bachelor of Applied Science (BASc), Mechanical Engineering
University of Rhode Island 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
URI Department of Engineering May 2015 - September 2015
URI Department of Engineering September 2014 - May 2015
Autonomous Coop Design Team Project (Senior Project) September 2014 - May 2015
INSCO group December 2013 - August 2014
C.R. Bard, Inc. (Davol) January 2013 - September 2013
State Street February 2011 - August 2011
JPM chase October 2010 - December 2010
State Street July 2008 - October 2010
Bestway Convenience Store December 2005 - August 2008
APC Corporation February 2006 - April 2006
Skills
Digital Image..., Finite Element Analysis, SolidWorks, Abaqus, Microsoft Office, Microsoft Excel, Matlab, PowerPoint, Microsoft Word, Management, Customer Service, Public Speaking, Research, Leadership, Derivatives, Analysis, Accounting, Forecasting
Education
University of Rhode Island 2011 — 2015
Bachelor of Applied Science (BASc), Mechanical Engineering
University of Rhode Island 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Larry Mazis's State Street Experience July 2013 - Present
Job Highly Specialized Accountant at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
University of Pennsylvania January 2013 - May 2013
BNY Mellon June 2005 - October 2012
BNY Mellon October 1998 - June 2005
Vanguard 1987 - 1998
Skills
Financial Reporting, Fund Accounting, Microsoft Office..., SOX, GAAP, and FASB., Bloomberg, Reuters,..., Accounting, General Ledger, GAAP, Account Reconciliation, Finance, Investments, Financial Statements, Financial Analysis, Auditing, Derivatives, Mutual Funds, Equities, Financial Modeling
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Psychology with Math Minor
State Street July 2013 - Present
University of Pennsylvania January 2013 - May 2013
BNY Mellon June 2005 - October 2012
BNY Mellon October 1998 - June 2005
Vanguard 1987 - 1998
Skills
Financial Reporting, Fund Accounting, Microsoft Office..., SOX, GAAP, and FASB., Bloomberg, Reuters,..., Accounting, General Ledger, GAAP, Account Reconciliation, Finance, Investments, Financial Statements, Financial Analysis, Auditing, Derivatives, Mutual Funds, Equities, Financial Modeling
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Psychology with Math Minor
Graham Sida's State Street Experience 1987 - 2008
Job Domain Partner at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies July 2012 - Present
Cognizant Technology Solutions March 2010 - August 2012
Olmstead Associates Inc March 2009 - November 2009
State Street 1987 - 2008
The Chase Manhattan Bank 1982 - 1987
Extel Financial Ltd 1981 - 1982
Skills
Securities Lending, Treasury, Collateral Management, Middle Office, Derivatives, Back Office, Fixed Income, Securities, Financial Services, Equities, Corporate Actions, Business Analysis, Trading Systems, Prime Brokerage, Settlement
Education
University of Oxford 1972 — 1976
M.A., Modern Languages
Wipro Technologies July 2012 - Present
Cognizant Technology Solutions March 2010 - August 2012
Olmstead Associates Inc March 2009 - November 2009
State Street 1987 - 2008
The Chase Manhattan Bank 1982 - 1987
Extel Financial Ltd 1981 - 1982
Skills
Securities Lending, Treasury, Collateral Management, Middle Office, Derivatives, Back Office, Fixed Income, Securities, Financial Services, Equities, Corporate Actions, Business Analysis, Trading Systems, Prime Brokerage, Settlement
Education
University of Oxford 1972 — 1976
M.A., Modern Languages
Anne Rousak's State Street Experience February 2013 - Present
Job MS Access Developer
Industry Financial Services
Experience
State Street February 2013 - Present
De Lage Landen May 2012 - January 2013
State Street Bank November 2008 - March 2012
Chase Cards Services May 2008 - November 2008
Chase Home Lending January 2000 - May 2008
NovaCare September 1997 - January 2000
Providian Direct Insurance November 1992 - September 1997
Gloss & Associates May 1991 - November 1992
National Healthcare Support Services November 1986 - May 1991
National Software Testing Laboratories February 1985 - November 1986
Skills
Microsoft Access, Business Requirements, Data Warehousing, Business Analysis, Requirements Gathering, User Acceptance Testing, Corporate Actions, Trading Systems, VBA, Systems Analysis, Data Modeling, Middle Office, Reference Data, Data Conversion, Data Analysis, Access, Software Documentation, Requirements Analysis, SDLC
Education
University of Pittsburgh 1983 — 1985
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 1984 — 1984
B.S, Computer Science
State Street February 2013 - Present
De Lage Landen May 2012 - January 2013
State Street Bank November 2008 - March 2012
Chase Cards Services May 2008 - November 2008
Chase Home Lending January 2000 - May 2008
NovaCare September 1997 - January 2000
Providian Direct Insurance November 1992 - September 1997
Gloss & Associates May 1991 - November 1992
National Healthcare Support Services November 1986 - May 1991
National Software Testing Laboratories February 1985 - November 1986
Skills
Microsoft Access, Business Requirements, Data Warehousing, Business Analysis, Requirements Gathering, User Acceptance Testing, Corporate Actions, Trading Systems, VBA, Systems Analysis, Data Modeling, Middle Office, Reference Data, Data Conversion, Data Analysis, Access, Software Documentation, Requirements Analysis, SDLC
Education
University of Pittsburgh 1983 — 1985
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 1984 — 1984
B.S, Computer Science
Arnold Hull, CFA's State Street Experience 2012 - Present
Job VP and Business Solutions Manager, Corporate Business Solutions at State Street
Industry Information Services
Experience
State Street 2012 - Present
State Street 2011 - 2012
Wellington Management 2004 - 2010
Bank One 2004 - 2004
Bank of Nova Scotia 2003 - 2003
Bank of Nova Scotia 1990 - 2002
Skills
Trading Systems, Asset Managment, Banking, Portfolio Management, Derivatives, Equities, Fixed Income, Software Development, Bloomberg, Capital Markets, Vendor Management, Hedge Funds, SDLC, Securities, Asset Management, Financial Services, Business Intelligence, FX Options
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CRCP, Certified Regulatory and Compliance Professional
CFA Institute 2001 — 2003
CFA
York University - Schulich School of Business 1988 — 1990
MBA, Finance
University of Waterloo 1983 — 1988
BMath, Math
State Street 2012 - Present
State Street 2011 - 2012
Wellington Management 2004 - 2010
Bank One 2004 - 2004
Bank of Nova Scotia 2003 - 2003
Bank of Nova Scotia 1990 - 2002
Skills
Trading Systems, Asset Managment, Banking, Portfolio Management, Derivatives, Equities, Fixed Income, Software Development, Bloomberg, Capital Markets, Vendor Management, Hedge Funds, SDLC, Securities, Asset Management, Financial Services, Business Intelligence, FX Options
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CRCP, Certified Regulatory and Compliance Professional
CFA Institute 2001 — 2003
CFA
York University - Schulich School of Business 1988 — 1990
MBA, Finance
University of Waterloo 1983 — 1988
BMath, Math
Lori Morrissette-Lavallee, SPHR's State Street Experience July 1996 - December 2000
Job Human Resources Leader
Industry Financial Services
Experience
Voya Financial July 2008 - Present
CitiStreet January 2001 - July 2008
State Street July 1996 - December 2000
MERCK-MEDCO MANAGED CARE, INC January 1994 - July 1996
Skills
Employee Benefits, Succession Planning, Talent Management, Employee Engagement, Performance Management, Outsourcing, Recruiting, Employee Relations
Education
LAROCHE COLLEGE
M.S, Human Resources Management
University of Rhode Island
B.A, Communications
Voya Financial July 2008 - Present
CitiStreet January 2001 - July 2008
State Street July 1996 - December 2000
MERCK-MEDCO MANAGED CARE, INC January 1994 - July 1996
Skills
Employee Benefits, Succession Planning, Talent Management, Employee Engagement, Performance Management, Outsourcing, Recruiting, Employee Relations
Education
LAROCHE COLLEGE
M.S, Human Resources Management
University of Rhode Island
B.A, Communications
Frances Barney's State Street Experience 2003 - 2006
Job Managing Director at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon October 2006 - Present
State Street 2003 - 2006
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Yale University 1985 — 1989
BA
Bank of New York Mellon October 2006 - Present
State Street 2003 - 2006
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Yale University 1985 — 1989
BA
Rich DiFonzo's State Street Experience September 2000 - April 2005
Job Desktop Support at Sturdy Memorial Hospital
Industry Hospital & Health Care
Experience
Sturdy Memorial Hospital April 2005 - Present
State Street September 2000 - April 2005
Skills
Healthcare Information..., EHR, EMR, HIPAA, Healthcare, HL7, Hospitals, Software Documentation, Healthcare Management, Informatics, Meditech, Active Directory, SDLC, System Administration, Troubleshooting, Access, Crystal Reports, Windows Server, CPOE, Integration, Cerner
Education
University of Phoenix
Associate's degree, Information Technology
Sturdy Memorial Hospital April 2005 - Present
State Street September 2000 - April 2005
Skills
Healthcare Information..., EHR, EMR, HIPAA, Healthcare, HL7, Hospitals, Software Documentation, Healthcare Management, Informatics, Meditech, Active Directory, SDLC, System Administration, Troubleshooting, Access, Crystal Reports, Windows Server, CPOE, Integration, Cerner
Education
University of Phoenix
Associate's degree, Information Technology
Isabelle Anderson's State Street Experience October 2006 - September 2012
Job Senior Mortgage & Investment Administrator
Industry Financial Services
Experience
Magenta Mortgage Corporation September 2012 - Present
State Street October 2006 - September 2012
Skills
Financial Services, Account Reconciliation, Spreadsheets, Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Equities, CDS
Education
University of Ottawa 2002 — 2006
B.COM, Commerce
Magenta Mortgage Corporation September 2012 - Present
State Street October 2006 - September 2012
Skills
Financial Services, Account Reconciliation, Spreadsheets, Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Equities, CDS
Education
University of Ottawa 2002 — 2006
B.COM, Commerce
Sophie Khong-Xaymongkhoun's State Street Experience March 2006 - Present
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street March 2006 - Present
Citizens Bank January 2003 - February 2006
Education
University of Rhode Island 1999 — 2003
BSBA, Management
State Street March 2006 - Present
Citizens Bank January 2003 - February 2006
Education
University of Rhode Island 1999 — 2003
BSBA, Management
Hannah Tarawali's State Street Experience April 2011 - Present
Job Accounting and Financial Analyst
Industry Accounting
Experience
State Street April 2011 - Present
United States Army July 1996 - July 2004
Skills
Access, Financial Analysis, Financial Reporting, Forecasting, Accounting, Fund Accounting, Account Reconciliation, Financial Accounting, Banking, General Ledger, Bloomberg
Education
United States Army Warehouse Supply Training 2013 — 2013
Certificate, Warehouse Logistics
University of Rhode Island - College of Business Administration 2004 — 2008
BA, Accounting, 3.2
United States Army Military Leadership School 2000 — 2000
Certificate, Primary Leadership Development
United States Army Unit Supply Logistics Training 1996 — 1996
Certificate, Supply Logistics
State Street April 2011 - Present
United States Army July 1996 - July 2004
Skills
Access, Financial Analysis, Financial Reporting, Forecasting, Accounting, Fund Accounting, Account Reconciliation, Financial Accounting, Banking, General Ledger, Bloomberg
Education
United States Army Warehouse Supply Training 2013 — 2013
Certificate, Warehouse Logistics
University of Rhode Island - College of Business Administration 2004 — 2008
BA, Accounting, 3.2
United States Army Military Leadership School 2000 — 2000
Certificate, Primary Leadership Development
United States Army Unit Supply Logistics Training 1996 — 1996
Certificate, Supply Logistics
Maran Chelliah's State Street Experience 2005 - 2013
Job Personal Banking Representative at CIBC
Industry Banking
Experience
CIBC - Retail Banking October 2013 - Present
Statestreet Canada November 2006 - March 2013
State Street 2005 - 2013
CIBC Mellon July 2001 - June 2005
Sumitomo Mitsui Banking Corporation 1998 - 2001
Deutsch Bank Canada 1989 - 1998
Skills
Investments, Banking, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Project Management, Team Leadership, Strategic Planning, Business Analysis, Project Planning, Business Process..., Supply Chain Management, Accounting, Business Strategy, Financial Reporting, Financial Modeling, Business Planning, Budgets, Negotiation, Management, Forecasting, Business Development, Portfolio Management, Derivatives, Mutual Funds
Education
University of Peradeniya 1982 — 1987
Bachelor of Science
Jaffna Hindu College 1977 — 1982
Agriculture
CIBC - Retail Banking October 2013 - Present
Statestreet Canada November 2006 - March 2013
State Street 2005 - 2013
CIBC Mellon July 2001 - June 2005
Sumitomo Mitsui Banking Corporation 1998 - 2001
Deutsch Bank Canada 1989 - 1998
Skills
Investments, Banking, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Project Management, Team Leadership, Strategic Planning, Business Analysis, Project Planning, Business Process..., Supply Chain Management, Accounting, Business Strategy, Financial Reporting, Financial Modeling, Business Planning, Budgets, Negotiation, Management, Forecasting, Business Development, Portfolio Management, Derivatives, Mutual Funds
Education
University of Peradeniya 1982 — 1987
Bachelor of Science
Jaffna Hindu College 1977 — 1982
Agriculture
Douglas Minasian's State Street Experience 2007 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 1997 - 2007
Investors Bank & Trust 1997 - 1999
Education
University of Rhode Island - College of Business Administration 1993 — 1997
BS, Accounting
State Street 2007 - Present
Investors Bank & Trust 1997 - 2007
Investors Bank & Trust 1997 - 1999
Education
University of Rhode Island - College of Business Administration 1993 — 1997
BS, Accounting
Laura MacHaffie Kouri's State Street Experience February 2011 - May 2012
Job Senior Event Manager, Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors May 2012 - Present
State Street February 2011 - May 2012
State Street September 2007 - February 2011
Tillinger's Concierge August 2006 - August 2007
The PGA TOUR’s Champions Tour, Bank of America Championship May 2006 - May 2006
Skills
Budget, Executive Management, Project Planning, Outlook, Marketing Communications, Budgets, Event Management, Management, Contract Negotiation, Forecasting, Analysis, Public Speaking, Marketing, Event Planning, Sponsorship
Education
University of Richmond 2002 — 2006
Bachelor of Arts, Sociology and Business Administration
State Street Global Advisors May 2012 - Present
State Street February 2011 - May 2012
State Street September 2007 - February 2011
Tillinger's Concierge August 2006 - August 2007
The PGA TOUR’s Champions Tour, Bank of America Championship May 2006 - May 2006
Skills
Budget, Executive Management, Project Planning, Outlook, Marketing Communications, Budgets, Event Management, Management, Contract Negotiation, Forecasting, Analysis, Public Speaking, Marketing, Event Planning, Sponsorship
Education
University of Richmond 2002 — 2006
Bachelor of Arts, Sociology and Business Administration
Kathy Dunigan's State Street Experience June 1999 - Present
Job Vice President at State Street
Industry Information Technology and Services
Experience
State Street June 1999 - Present
CSC (Computer Sciences Corporation) June 1997 - July 1999
nVISIA (then Strategic Technology Resources) March 1995 - February 1997
Fannie Mae May 1992 - February 1995
U.S. Department of Justice July 1991 - April 1992
U.S. Department of Justice July 1990 - July 1991
Skills
Excel, Access, Visio, MS Project, SharePoint, Oracle SQL, SWIFT messaging, Business Analysis, Gap Analysis, Functional..., Functional Design, Project Planning, Software Project..., Standards Development, TLM, Requirements Analysis, Microsoft Excel, Risk Management, Management, Leadership
Education
University of Pennsylvania 1986 — 1990
BA, Political Science & Psychology
State Street June 1999 - Present
CSC (Computer Sciences Corporation) June 1997 - July 1999
nVISIA (then Strategic Technology Resources) March 1995 - February 1997
Fannie Mae May 1992 - February 1995
U.S. Department of Justice July 1991 - April 1992
U.S. Department of Justice July 1990 - July 1991
Skills
Excel, Access, Visio, MS Project, SharePoint, Oracle SQL, SWIFT messaging, Business Analysis, Gap Analysis, Functional..., Functional Design, Project Planning, Software Project..., Standards Development, TLM, Requirements Analysis, Microsoft Excel, Risk Management, Management, Leadership
Education
University of Pennsylvania 1986 — 1990
BA, Political Science & Psychology
Christopher Louth's State Street Experience March 2010 - Present
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street March 2010 - Present
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Accounting
State Street March 2010 - Present
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Accounting
Zachary William's State Street Experience September 2014 - Present
Job Master of Accounting University of Rhode Island
Industry Accounting
Experience
State Street September 2014 - Present
SAIC June 2010 - April 2014
Skills
Microsoft Excel
Education
University of Rhode Island 2013 — 2014
Master's Degree, Accounting
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor's Degree, Accounting
State Street September 2014 - Present
SAIC June 2010 - April 2014
Skills
Microsoft Excel
Education
University of Rhode Island 2013 — 2014
Master's Degree, Accounting
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor's Degree, Accounting
Scott Benotti's State Street Experience March 2013 - Present
Job Income specialist at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
Meridian Construction Inc April 2011 - February 2013
Skills
CFA candidate (passed..., Microsoft Office, Financial Analysis, Account Reconciliation, Financial Accounting
Education
University of Rhode Island 2006 — 2011
Bachelor's degree, Finance, General
State Street March 2013 - Present
Meridian Construction Inc April 2011 - February 2013
Skills
CFA candidate (passed..., Microsoft Office, Financial Analysis, Account Reconciliation, Financial Accounting
Education
University of Rhode Island 2006 — 2011
Bachelor's degree, Finance, General
kathy perrella's State Street Experience July 2011 - Present
Job Relationship Liaison/Reconciliation Specialist Sr. Assoc.
Industry Financial Services
Experience
State Street July 2011 - Present
State Street December 2002 - Present
Paradise South Custom Landscaping February 1997 - January 1999
Century 21 May 1989 - October 1996
Skills
Microsoft Office, QuickBooks, Sarbanes-Oxley, Bloomberg
Education
University of Phoenix
Working on Bachelors of Science, Accounting and Finance
State Street July 2011 - Present
State Street December 2002 - Present
Paradise South Custom Landscaping February 1997 - January 1999
Century 21 May 1989 - October 1996
Skills
Microsoft Office, QuickBooks, Sarbanes-Oxley, Bloomberg
Education
University of Phoenix
Working on Bachelors of Science, Accounting and Finance
Ryan Sutcliffe's State Street Experience November 2014 - Present
Job IFS NAV Specialist, Associate 1 at State Street
Industry
Experience
State Street November 2014 - Present
Audubon Society of Rhode Island September 2014 - November 2014
Shaw's Supermarkets April 2008 - May 2014
Foster Construction May 2013 - September 2013
Eastern Landscaping May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking
Education
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor of Science (BS), Finance
Cumberland High School 2007 — 2010
State Street November 2014 - Present
Audubon Society of Rhode Island September 2014 - November 2014
Shaw's Supermarkets April 2008 - May 2014
Foster Construction May 2013 - September 2013
Eastern Landscaping May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking
Education
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor of Science (BS), Finance
Cumberland High School 2007 — 2010
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.