State Street Alternative Investment Solutions
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State Street Alternative Investment Solutions Employees
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
State Street Alternative Investment Solutions April 2010 - Present
State Street Alternative Investment Solutions October 2007 - March 2010
State Street Alternative Investment Solutions July 2006 - August 2007
State Street Alternative Investment Solutions June 2005 - July 2006
State Street Alternative Investment Solutions June 2004 - June 2005
Skills
Private Equity, Management, Accounting, Project Management, Alternative Investments, Secondaries, Valuation, Fund Of Funds
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (BS), Finance, General
Merrill Lynch Wealth Management February 2012 - Present
Merrill Lynch Wealth Management October 2009 - February 2012
State Street Alternative Investment Solutions November 2008 - August 2009
State Street Alternative Investment Solutions August 2007 - November 2008
Skills
Alternative Investments, Private Equity, Financial Analysis, GAAP, Valuation, 1940 Act Funds, SEC Filings, Financial Reporting, Partnership Tax Returns, Fund Accounting, General Ledger, Cash Management, Fund Administration, Fund Of Funds, Operational Due..., Supervisory Skills, Vendor Relations, Financial Services
Education
Gordon College
Bachelor of Arts (B.A.), Finance and Economics
State Street Alternative Investment Solutions September 2007 - Present
Credit Suisse May 2002 - August 2007
Skills
Financial Accounting, Fund Accounting, Financial Reporting, Asset Management, Financial Analysis, Hedge Funds, Investments
Education
St. John's University 1989 — 1993
Bachelor's Degree, Accounting
State Street Alternative Investment Solutions September 2015 - Present
III Advisors LLC August 2014 - January 2015
HedgeMark Advisors LLC September 2011 - May 2014
Bank of New York Mellon June 2009 - September 2011
Société Générale (SGCIB) Americas October 2008 - February 2009
Société Générale (SGCIB) UK August 2007 - October 2008
Société Générale / Lyxor Asset Management (Paris/London) January 2006 - August 2007
Société Générale Americas / Lyxor Asset Management April 2005 - February 2006
Banc of America Securities March 2004 - April 2005
BNP Paribas July 2003 - March 2004
Skills
Hedge Funds, Alternative Investments, Equity Derivatives, Capital Markets, Derivatives, Structured Products, Portfolio Management, Asset Managment, Options, Hedging, Investments, Investment Strategies, Risk Management, Asset Management, Relationship Management, Financial Markets, Finance, Investment Management, Financial Risk, Asset Allocation, Investment Banking, Fund Of Funds, Mutual Funds, Equities, Financial Services, Wealth Management
Education
Penn State University 1992 — 1997
Bachelor of Science (BSc), Economics
State Street Alternative Investment Solutions November 2009 - September 2013
Bedell August 2008 - June 2009
Gillespie Macandrew LLP July 2006 - July 2008
Gillespie Macandrew LLP May 2004 - July 2006
Skills
Alternative Investments, Real Estate, Private Equity, Legal Research, Legal Writing, Legal Advice, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Highly motivated..., Flexibility, Analysis, Contract Negotiation, Problem Solving, Data Analysis, Time Management, Multi Tasking, Organization &..., Work Under Minimal..., Compliance, Communication, Corporate Law, Corporate Finance, Client Rapport, Financial Services, Document Review, Litigation, Liasing, Client Liaison, Coordination, Regulatory Requirements, Due Diligence, Procedure Creation, Unit Trusts, Limited Partnerships, Company Secretarial Work, Real Estate Transactions
Education
The University of Edinburgh 2003 — 2004
Postgraduate Diploma, Legal Practice
The University of Edinburgh 1999 — 2003
Bachelor of Laws (LL.B.), Law (Hons), 2:1
Utrecht University 2001 — 2002
International Law and Legal Studies
Harvard Pilgrim August 2014 - Present
State Street Alternative Investment Solutions August 2013 - July 2014
Liberty Square Asset Management May 2009 - February 2013
Citi July 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
State Street Alternative Investment Solutions December 2014 - Present
Eagle Investment Systems January 2012 - September 2013
MFS Investment Management January 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Bloomberg, Data Analysis, Mutual Funds, Risk Management, Business Analysis, Finance, Financial Modeling, Equities, Financial Analysis, Financial Reporting
Education
Northeastern University 2009 — 2014
Business, Finance, Management
State Street Alternative Investment Solutions February 2014 - Present
ING U.S. January 2013 - July 2013
Scientific Games May 2012 - July 2012
NetSpend Corporation February 2008 - February 2012
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Financial Services, Relationship Management, Account Management, Finance, Financial Accounting, Financial Reporting, Management, Microsoft Excel
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan September 2013 - Present
Citisoft December 2012 - August 2013
Eagle Investment Systems November 2010 - November 2012
International Fund Services (NA) LLC, A State Street Company April 2009 - January 2010
State Street Alternative Investment Solutions March 2006 - April 2009
Investors Bank & Trust (acquired by State Street) January 2004 - March 2006
Nail Communications 2003 - 2004
Skills
Equities, Bloomberg, Hedge Funds, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Investments, Business Analysis, Valuation, Financial Services, Account Reconciliation, Business Requirements, Reference Data, Trading
Education
Providence College 2000 — 2003
BA, Humanities
University of Delaware 1999 — 2000
University of the Antilles
French
StepStone Group March 2014 - Present
StepStone Group February 2012 - March 2014
State Street Alternative Investment Solutions October 2007 - February 2012
Skills
Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Fund Of Funds, Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg, Asset Managment, Portfolio Management, Hedge Funds, Equities, Venture Capital, Capital IQ, Mezzanine, Fixed Income, Microsoft Excel, Derivatives
Education
Bentley University 2003 — 2007
BS, Corporate Finance & Accounting
State Street Alternative Investment Solutions January 2014 - Present
MEDITECH March 2013 - December 2013
Liberty Mutual Insurance June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Market Research, Microsoft Excel, PowerPoint, Business Strategy, Microsoft Office, Strategic Planning, Social Media, Entrepreneurship, Social Media Marketing, Marketing Strategy
Education
Babson College 2008 — 2012
Bachelor of Science (B.Sc.) Business Administration, Finance and Economics
Kodaikanal International School 2004 — 2008
International Baccalaureate
Professor Frank Reilly June 2014 - Present
CNIB 2012 - 2014
Kerburn Rose 2013 - 2013
BD 2013 - 2013
Univar 2010 - 2012
State Street Alternative Investment Solutions 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Accounting, Leadership, Financial Reporting, Credit, Microsoft Excel, Budgets, Forecasting, Banking, Account Reconciliation, Teamwork, Research, Strategic Financial..., Risk Management, Auditing, Access, Fund Accounting, Personal Training, Excel, Word, Microsoft Office
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
Humber Institute of Technology & Advanced Learning 2004 — 2008
Diploma in Business Administration, Accounting
University of Guelph 2004 — 2008
Honours Degree in Business Administration, General
International Fund Services (NA) LLC, A State Street Company June 2013 - Present
Centerbridge Partners September 2011 - June 2013
State Street Alternative Investment Solutions 2002 - 2011
Skills
Tax, Accounting, Tax Accounting, Financial Accounting, CPA, Partnership Taxation, Private Equity, Hedge Funds, Fund Of Funds, Fund Accounting, Tax Preparation, Fund Administration, Alternative Investments, Financial Services
Education
Northeastern University 2011 — 2012
Masters, Taxation
University at Buffalo 1996 — 2000
B.S., Accounting
State Street Alternative Investment Solutions August 2015 - Present
State Street Alternative Investment Solutions December 2014 - August 2015
Service Credit Union January 2014 - May 2014
Logic Supply December 2012 - April 2013
US Sherpa December 2012 - April 2013
Willowdale Estate April 2012 - August 2012
Vinwood Caterers April 2010 - August 2010
Skills
Computer Assembly, Computer Diagnostics, Photoshop, InDesign, Catering, Food, Quality Assurance, Computer Repair, Facebook, Social Networking, Computer Hardware, Microsoft Office, Adobe Creative Suite
Education
Champlain College 2008 — 2013
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CL King & Associates October 2013 - May 2014
State Street Alternative Investment Solutions June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Teamwork, Financial Analysis, Research, Financial Modeling, Bloomberg Terminal
Education
State University of New York at Albany 2011 — 2015
Bachelor’s Degree, Accounting & Business Administration
State Street Alternative Investment Solutions February 2015 - Present
State Street July 2012 - February 2015
State Street February 2008 - July 2012
Independent Consultant January 2007 - February 2008
GlassHouse Technologies June 2004 - June 2006
State Street May 2001 - June 2004
Skills
Business Continuity, Disaster Recovery, Program Management, Program Development, Project Management
Education
University of Massachusetts Boston 1994 — 1997
Bachelor of Arts (B.A.), Political Science and Government
State Street Alternative Investment Solutions November 2012 - Present
State Street Corporation January 2009 - November 2012
National Student Leadership Conference June 2006 - August 2008
Lehigh University Media Center October 2007 - April 2008
Lehigh University Dining Club August 2007 - December 2007
Lehigh University August 2006 - December 2006
Lehigh University Gryphon Society April 2005 - October 2006
Skills
Bloomberg, Equities, Financial Services, Hedge Funds, Trading, Microsoft Excel, Management, Access, Accounting, FX Options, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, PeopleSoft, Oracle, Program Management, Program Development, Program Evaluation, Program Coordination, Program Facilitation, WebEx, AT&T Connect
Education
Lehigh University 2005 — 2008
B.A, International Relations
Grantham, Mayo, Van Otterloo & Co. LLC December 2012 - Present
State Street Alternative Investment Solutions December 2010 - December 2012
State Street Alternative Investment Solutions February 2012 - April 2012
State Street Alternative Investment Solutions December 2009 - November 2010
State Street Alternative Investment Solutions June 2008 - November 2009
Atlantic Coast Search Group March 2007 - November 2007
Skills
Investments, Bloomberg, Private Equity, Alternative Investments, Valuation, Financial Analysis, Securities, Mutual Funds, Banking, Fund Accounting, Fund Of Funds, Financial Modeling, Fixed Income, Microsoft Excel, Microsoft Word, Fund Administration, Derivatives, Business Process..., Account Reconciliation, Hedge Funds, Financial Services, Equities, Futures Trading, Options, Foreign Exchange
Education
Bates College 2002 — 2006
BA, Economics
Duxbury High School 1999 — 2002
State Street Alternative Investment Solutions October 2014 - Present
BGI Americas Corporation October 2013 - October 2014
Northeastern University 2011 - 2012
Skills
Fluent in English,..., Possess great..., Independent thinker,..., Proficiency in..., Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Fixed Assets, QuickBooks, Accounting, Cash Flow, Journal Entries, Peachtree, Accruals, Balance Sheet, Bank Reconciliation, Depreciation, Microsoft Excel, Financial Reporting
Education
Northeastern University 2010 — 2012
Bachelor of Science (BS), Accounting and Finance
State Street Alternative Investment Solutions July 2015 - Present
Skills
Project Management, Microsoft Word, Microsoft Office, Sales, Finance, Customer Service, Banking
Education
Trident University International
Master of Business Administration (MBA)
The University of Memphis
State Street Alternative Investment Solutions November 2012 - Present
State Street Bank March 2010 - November 2012
State Street Bank December 2007 - March 2010
Investors Bank & Trust June 2002 - August 2004
Skills
AML, Financial Services, Quality Assurance, Mutual Funds, Securities, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Microsoft Excel
Education
Boston University School of Law 2004 — 2007
Doctor of Law (J.D.), Business Organizations and Finance Law
Stonehill College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
State Street Alternative Investment Solutions March 2004 - Present
Skills
Fund Administration, Fund Accounting, Hedge Funds, Alternative Investments, Equities, Fixed Income, Bloomberg, Private Equity, Valuation, Derivatives, Financial Services, Capital Markets, Asset Management, Securities, Fund Of Funds
Education
Baruch College, City University of New York (CUNY)
SSGX 2014 - Present
Wipro Technologies 2010 - 2014
State Street Alternative Investment Solutions 2007 - 2009
State Street Alternative Investment Solutions 2005 - 2007
State Street 2000 - 2005
Brown Brothers Harriman 1996 - 2000
Skills
Hedge Funds, Private Equity, Financial Services, Alternative Investments, Mergers, Acquistions, Program Management, Business Strategy, Middle Office, Due Diligence, Integration, Finance, Project Management, Product Management, Fund Accounting, Fund Administration, Back Office, Corporate Actions, Applications..., Onboarding, Client Representation, New Business Set-up, Introducing New Products, Mergers & Acquisitions, Mutual Funds, Derivatives
Education
Boston University - School of Management 1996 — 1999
MBA, Finance
Stonehill College 1989 — 1993
BS, Business management
BMO Financial Group November 2012 - Present
State Street Alternative Investment Solutions December 2008 - March 2011
RMAI Syndicate Mortgages September 2008 - December 2008
Town of Markham 2007 - 2007
Skills
Investments, Equities, Financial Services, Bloomberg
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Canadian Association of Mortgage Professionals
Mortgage Agent Certificate
The Institute of Canadian Bankers
Investment Funds Canada Certificate
State Street Alternative Investment Solutions April 2013 - Present
MetLife October 2008 - March 2013
MetLife April 2004 - October 2008
Syntel September 2003 - March 2004
AdvisorTech August 2000 - September 2002
Suretrade August 1997 - June 2000
Skills
Performance Reporting, Asset Management, Product Development
Education
University of Massachusetts 2007 — 2008
MBA
The University of Connecticut School of Business 1991 — 1995
Bachelor of Science, Finance
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
State Street Alternative Investment Solutions May 2007 - Present
Bunge 2004 - 2006
Bank of Tokyo-Mitsubishi UFJ February 1998 - May 2002
TD August 1996 - September 1998
CIBC Wood Gundy 1988 - 1996
National Bank of Canada 1986 - 1989
Skills
Microsoft Office, Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Banking, Investments, Account Reconciliation, Auditing, Financial Accounting, Equities, Finance, Hedge Funds, General Ledger, Bloomberg, Fund Administration, Alternative Investments, Process Improvement, Fixed Income, Derivatives, Mutual Funds, Financial Statements, Fund Accounting, Securities, Settlement, Securities Lending, Back Office, Swaps, Bank Reconciliation, DTC, Fund Of Funds, Corporate Actions
Education
Ryerson University
Business/Commerce, General
State Street Alternative Investment Solutions February 2014 - Present
State Street Alternative Investment Solutions November 2012 - February 2014
GlobeOp Financial Services January 2006 - July 2012
GlobeOp Financial Services November 2003 - December 2005
American Express January 2002 - November 2003
Merrill Lynch 2000 - 2001
Princeton Financial Systems 1997 - 2000
Rothstein Kass 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office
Education
Montclair State University 1986 — 1990
BS, Accounting
State Street January 2015 - Present
State Street Alternative Investment Solutions June 2014 - December 2014
State Street October 2013 - September 2014
ICON Investments January 2013 - August 2013
NorthPoint Marine May 2011 - August 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Derivatives, Finance, Portfolio Management, Securities, PowerPoint, Microsoft Office, Data Analysis, Accounting, Microsoft Excel, Financial Analysis, Leadership, Mutual Funds, Account Reconciliation, Fund Accounting, Fixed Income
Education
University of Massachusetts Dartmouth 2009 — 2012
Bachelor of Science (B.S.), Finance, Investment
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance, General
Credit Suisse May 2015 - Present
State Street Alternative Investment Solutions September 2009 - May 2014
Transmarket Group LLC December 2006 - July 2008
Ernst & Young LLP May 2004 - May 2006
Skills
Derivatives, Bloomberg, Financial Modeling, Fixed Income, Equities, VBA, Valuation, Capital Markets, Hedge Funds, Quantitative Finance, Market Risk, Quantitative Analytics, Trading, Interest Rate..., Options, Risk Management
Education
Columbia University in the City of New York 2007 — 2008
Masters, Mathematics of Finance
New York University - Leonard N. Stern School of Business 2001 — 2005
Double Bachelor, Finance & Actuarial Science / Mathematics
Poly Prep
State Street Alternative Investment Solutions March 2009 - Present
State Street Alternative Investment Solutions October 2008 - March 2009
The Winter Group 2004 - 2008
General Re Financial Products 1995 - 2003
GenRe Securities 1995 - 2003
General Re Securities 1995 - 2003
Coopers and Lybrand 1993 - 1995
Skills
Cash Flow, Cash Management, Auditing, Consolidation, Financial Statements, Treasury, Settlement, Hedge Funds, Fund Accounting, Derivatives, Trading, General Ledger, Valuation, Asset Managment, Financial Analysis, Banking, Private Equity, Financial Services, Securities, Fund Administration, Fixed Income, Financial Reporting, Swaps
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Accounting
University of Rochester 1984 — 1988
BA, Economics
State Street Alternative Investment Solutions June 2015 - Present
The Hanover Insurance Group 2014 - 2015
State Street August 2011 - May 2014
State Street Corporation May 2008 - August 2011
Intercommash May 2001 - February 2008
Skills
Fund Accounting, Financial Reporting, Sarbanes-Oxley, Internal Controls, Accounting, Auditing, Forecasting, Analysis, Internal Audit, Business Process, GAAP, IFRS, Financial Accounting, Financial Analysis, Account Reconciliation, General Ledger, Tax, Financial Modeling, Finance, Corporate Finance, Financial Services, US GAAP, Financial Statements, Budgets, Sarbanes-Oxley Act, Variance Analysis, Multi Currency Horizon, Microsoft Excel, Cash Flow Reporting, Cash Flow, Financial Audits, Enterprise Risk..., Strategic Financial..., Consolidation, Cost Accounting, Due Diligence, Risk Management, Management, Banking, Mutual Funds, Fixed Income, Financial Risk
Education
Suffolk University - Sawyer School of Management
GDPA, Accounting
State University of Management (SUM) 2002 — 2004
graduate study of Accounting and Auditing, graduate study of Accounting and Auditing
State University of Management (SUM) 2001 — 2004
MA, Law and Law Studies, GPA 3.9
Moscow State University of Applied Biotechnology (MGUPB) 1989 — 1994
Master's Degree, Veterinary Sciences/Veterinary Clinical Sciences, General
State Street Alternative Investment Solutions August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - August 2015
Mitsubishi UFJ Fund Services October 2013 - September 2014
Angelo, Gordon & Co. September 2012 - October 2013
Citco Fund Services January 2008 - January 2012
Citco Fund Services January 2006 - December 2007
Citco Fund Services August 2003 - December 2005
Deutsche Bank (acquired by State Street) February 2001 - August 2003
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds
Education
City University of New York-Herbert H. Lehman College
BA, Accounting
Bronx High School of Science
Northland Investment Corporation April 2015 - Present
State Street Alternative Investment Solutions January 2015 - March 2015
Eaton Vance November 2012 - July 2014
Alcion Ventures, L.P. October 2011 - November 2012
AEW Capital Management, L.P. March 2005 - October 2011
Fidelity Investments October 2003 - February 2005
PricewaterhouseCoopers October 1999 - October 2003
Skills
Accounting, Financial Reporting, Budgets, Real Estate, Asset Management, Alternative Investments, Investment Management, Real Estate Transactions, Controllers, Variance Analysis, Monthly Close, Fair Value, Partnerships, US GAAP, Compliance, Lines Of Credit, Acquisitions, Property Disposition, Real Estate Due..., LLC, Venture Capital, Private Equity, Hedge Funds, CPA, Auditing
Education
Northeastern University 1998 — 1999
MS / MBA, Accounting / Business Adminstration
Wesleyan University 1994 — 1998
Bachelor of Arts (BA), Economics and Government
State Street Alternative Investment Solutions May 2012 - Present
State Street Alternative Investment Solutions November 2008 - May 2012
State Street September 2007 - November 2008
Skills
Financial Reporting, Bloomberg, Management, General Ledger, Financial Services, Mutual Funds
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.)
Worcester State University 2003 — 2007
Bachelor of Science, Urban Studies
State Street Alternative Investment Solutions July 2013 - December 2013
United South End Settlements January 2012 - June 2012
Deloitte July 2011 - October 2011
Eurasian Natural Resources Corporation PLC September 2009 - November 2009
Skills
Financial Reporting, Accounting, Financial Statements, Microsoft Excel, Alternative Investments, Teamwork, Financial Analysis, Customer Service, Finance, Human Resources
Education
Northeastern University 2010 — 2015
Bachelor's degree, Economics
State Street Alternative Investment Solutions September 2008 - Present
Skills
Alternative Investments, Bloomberg, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Equities, Securities, Fixed Income, Corporate Actions
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's degree, Finance
State Street Alternative Investment Solutions January 2015 - Present
Tagatac & Co., LLC September 2004 - Present
MadCam Real Estate 2004 - Present
Consultants Period December 2008 - January 2015
Brighter Planet March 2008 - October 2008
100 Women in Hedge Funds January 2001 - 2008
100 Women in Hedge Funds 2001 - 2008
Lehman Brothers June 2002 - June 2004
Morgan Stanley & Co. June 1988 - June 2002
MORGAN STANLEY TRUST COMPANY INC 1988 - 1993
Skills
Operations Management, CRM, Strategic Sales, Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Investments, Series 7, Fixed Income, Derivatives, Asset Allocation, Capital Markets, Securities, Asset Management, Wealth Management, Prime Brokerage, Mutual Funds, Strategic Partnerships, ETFs, Series 63, Fund Of Funds, Investment Management, FINRA, Investment Advisory, Options, Investment Strategies, Series 24, Equity Derivatives, Equity Trading, Securities Lending
Education
Georgetown University - The McDonough School of Business 1982 — 1986
Bachelor of Science (B.S.), Marketing
Miss Porters 1979 — 1982
Catalyst, a WPP Agency April 2015 - Present
Catalyst, A WPP Agency August 2013 - March 2015
Catalyst Online November 2012 - August 2013
Agero, Inc. March 2012 - November 2012
State Street Alternative Investment Solutions September 2009 - October 2011
Ballottti Learning Center September 2006 - May 2009
Skills
Marin Software, Google Adwords, Yahoo Search, Google Analytics, Financial Analysis, Analysis, Finance, Paid Search Strategy, PPC, Marketing Strategy, Integrated Marketing, Analytics, SEM, Competitive Analysis, Market Research, Online Advertising, Digital Marketing, Social Media Marketing
Education
University of Leicester
Master of Business Administration (MBA), Marketing
Suffolk University - Sawyer Business School 2005 — 2009
BSBA, Acounting, German
BMO Capital Markets January 2014 - Present
Scotiabank July 2011 - January 2014
PNC Financial Services August 2010 - July 2011
University of Michigan Ross School of Business January 2010 - March 2010
State Street Alternative Investment Solutions June 2009 - August 2009
Citco Fund Services May 2008 - August 2008
Citco Fund Services May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting and Finance
The Bronx High School of Science 2002 — 2006
Diploma
State Street Alternative Investment Solutions November 2014 - Present
State Street Alternative Investment Solutions August 2012 - Present
New York Mart Group Inc. December 2010 - June 2012
Bank of Communications April 2009 - July 2009
HSBC Bank (China) Co., LTD July 2008 - September 2008
TITAN Capital Market Services, Inc. May 2008 - June 2008
SHENYIN & WANGUO FUTURES CO., LTD January 2008 - February 2008
Skills
Finance, Management
Education
University of San Francisco 2009 — 2010
Master's degree, Financial Analysis
Fudan University 2005 — 2009
Bachelor, Finance
Grant Thornton LLP October 2012 - Present
State Street Alternative Investment Solutions January 2011 - August 2012
Gray, Gray & Gray October 2009 - January 2011
RSM McGladrey January 2007 - August 2009
Deloitte June 1986 - January 2007
Skills
Tax, Private Equity, Real Estate, Tax Compliance, Alternative Investments, Tax Services, Investment Fund..., Investments, Financial Reporting, Financial Services
Education
Georgetown University 1987 — 1989
MST, Taxation
Northeastern University 1981 — 1985
BS, Accounting
State Street Alternative Investment Solutions July 2014 - Present
State Street January 2012 - June 2014
State Street Bank June 2011 - August 2011
Reebok International LTD January 2010 - June 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Teamwork
Education
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
University of Richmond 2009 — 2009
Lexington Police Department January 2015 - Present
State Street Alternative Investment Solutions August 2013 - Present
United States Marine Corps June 2010 - Present
State Street April 2012 - August 2013
Cambridge Realty Group, Inc. May 2008 - August 2008
Skills
Leadership, Microsoft Excel, Microsoft Office, Military, Mutual Funds, Real Estate, Research, Securities, Security Clearance
Education
Roger Williams University 2006 — 2010
Bachelor of Science, Finance, Psychology
Des Lauriers & Associates, Inc. June 2008 - Present
State Street Alternative Investment Solutions September 2014 - June 2015
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Franklin High School 2006 — 2010
State Street Alternative Investment Solutions June 2011 - Present
Middlesex Savings Bank December 2009 - January 2011
AMC Premium Theatre February 2005 - September 2007
Skills
Microsoft Office, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Accounting
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Accounting
Houghton Mifflin Harcourt September 2013 - Present
State Street Alternative Investment Solutions August 2010 - September 2013
Investors Bank & Trust November 2005 - October 2007
Education
Paul Mitchell 2007 — 2008
Licensed Cosmetologist, Cosmetology, Barber/Styling, and Nail Instructor
Suffolk University 1999 — 2005
Bachelor of Science (BS), Business Administration and Management, General
KKR July 2011 - Present
State Street Alternative Investment Solutions June 2007 - June 2011
Credit Suisse June 2006 - June 2007
SunGard February 2003 - June 2006
Accenture September 2000 - February 2003
Education
The George Washington University 1996 — 2000
BA, International Affairs
Beijing Foreign Studies University 1999 — 1999
London School of Economics and Political Science 1998 — 1998
State Street Alternative Investment Solutions July 2015 - Present
Vandis October 2013 - July 2015
T3 Trading Group, LLC September 2012 - July 2013
SMB-Capital 2011 - September 2011
Bank of America Merrill Lynch October 2010 - December 2010
Home Decor Expo 2007 - 2008
Skills
Bloomberg Terminal, Reuters, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Fixed Income, QuickBooks, Morningstar, Access, Corporate Finance, Capital IQ, Equity Trading, Cantonese, Mandarin, Lotus Notes, Financial Statement..., Equity Research, Valuation, Chartered Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Stony Brook University 2007 — 2009
Bachelor, Business Administration
BNY Mellon December 2013 - Present
State Street Alternative Investment Solutions September 2012 - December 2013
IRS Community Economic Devolopment Center January 2012 - May 2012
Madico Inc June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, management information...
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (M.B.A.), Concentration in Accounting, 3.8 GPA
University of Massachusetts Dartmouth 2008 — 2012
Bachelor's degree, Accounting
University of Massachusetts Dartmouth
Accounting
NEACH October 2014 - Present
State Street Alternative Investment Solutions July 2012 - October 2014
State Street August 2010 - August 2012
State Street June 2008 - August 2010
Brigham and Women's Hospital March 2008 - May 2008
Blueline Publicity September 2007 - March 2008
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
BS
State Street Alternative Investment Solutions January 2014 - Present
Salem Five Bank September 2012 - Present
Regency Casino Tirana December 2005 - January 2009
Media Plus Telecommunications January 2005 - September 2005
Skills
Banking, Financial Analysis, Finance
Education
Framingham State University 2011 — 2013
Bachelor of Science (BS), Business Administration-Finance
Universiteti i Tiranës 2001 — 2005
Bachelor of Arts (BA), English Teaching
State Street Alternative Investment Solutions June 2015 - Present
SAP August 2013 - July 2014
VirtualPUX May 2010 - July 2013
PUXtravel.cz October 2009 - July 2013
PUXtravel.cz October 2008 - October 2009
PUXtravel.cz October 2007 - October 2008
CHRIS BLUE BEACH TAVERN June 2007 - September 2007
ASTORIA HOTEL June 2006 - September 2006
CZECH TEL s.r.o. January 2005 - June 2006
Skills
Tourism, German, Project Management, Hotels, Hospitality Management, English, Customer Service, Teamwork, Airlines, Food & Beverage, Training, CSS, Management, Business Planning, Sales, Event Management, Online Marketing, Microsoft Office, Strategic Planning, SAP ERP, Finance
Education
Masaryk University Brno 2009 — 2012
Master's degree, Public Economics and Administration
Masaryk University Brno 2005 — 2009
Bachelor's degree, European Economy, Administrative and Cultural Studies
Friedrich-Alexander-Universität Erlangen-Nürnberg 2008 — 2008
Economics
Secondary School Slovanske Namesti 2001 — 2005
European Secondary School in Vienna 1997 — 2001
State Street Alternative Investment Solutions January 2014 - December 2014
P & E CORPORATION September 2010 - December 2011
DKNY CLOTHES STORE July 2009 - September 2010
HONDO CENTER October 2008 - February 2009
Skills
Data Analysis, Financial Risk, Banking, Financial Analysis, Finance, Teamwork, Public Speaking, Time Management, Leadership, Research, Team Leadership, Social Networking
Education
Northeastern University 2015 — 2017
Bachelor's Degree, Accounting and Finance
Bunker Hill Community College 2011 — 2013
AA Degree, Business
Me.n.u Canada Limited April 2014 - Present
Wild Water Kingdom May 2008 - September 2013
ANTIBODY Healthcare Communications March 2012 - October 2012
Wild Water Kingdom May 2011 - March 2012
State Street Alternative Investment Solutions May 2009 - September 2010
Skills
Organizational..., Analysis, Attention To Detail, Highly Adaptable, Able To Multi-task, Client Communication, Employee Relations, Accounting, Adaptation, Management, Auditing, Time Management, Leadership, Financial Analysis, Finance, Customer Service, Teamwork, Budgets
Education
McMaster University 2006 — 2011
Honours Bachelor of Commerce, Accounting
McMaster University 2006 — 2011
Bachelor of Commerce (BCom), Accounting and Finance
State Street Alternative Investment Solutions July 2014 - Present
State Street Alternative Investment Solutions April 2006 - July 2014
Citi June 2004 - March 2006
Smith Barney, Citigroup June 2003 - September 2003
Education
City University of New York-Brooklyn College 2002 — 2006
Bachelor's Degree, Business Management and Finance - B.S.
State Street Alternative Investment Solutions September 2015 - Present
Alumni Relations at Union College September 2012 - June 2015
CBRE June 2014 - March 2015
Crush Boutique June 2014 - September 2014
HarbourVest Partners LLC June 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Project Planning, Management, Retail, Microsoft Office, Event Planning, Fundraising, Facebook, Social Media, Public Speaking, Spanish, Customer Service, Marketing, Teamwork
Education
Union College 2011 — 2015
Bachelor of Arts (BA), Economics
Union College 2011 — 2015
Bachelor of Arts (BA), Economics
Ballentine Partners, LLC March 2014 - Present
JPMorgan Chase April 2013 - March 2014
State Street Alternative Investment Solutions December 2012 - April 2013
Saibus Research 2013 - 2013
Citi June 2011 - July 2011
Skills
Fund Accounting, Hedge Funds
Education
University of Massachusetts, Amherst
Finance
Boston Latin School
EY January 2014 - Present
State Street Alternative Investment Solutions May 2011 - October 2013
State Street Corporation September 2007 - May 2011
Linens N Things January 2006 - December 2006
GAP August 2003 - December 2005
GAP August 2004 - May 2005
BNY Mellon June 2001 - November 2003
State Street Corporation June 1999 - April 2001
Skills
Fixed Income, Equities, Fund Accounting, Accounting, Bloomberg, Fund Of Funds, Account Reconciliation, Private Equity, Portfolio Management, General Ledger, Bonds, Valuation, Investments, Microsoft Office, Conversions, Reconciliations, Financial Reporting, Investment Banking, Financial Analysis, IDC, 10 Key, Credit Derivatives, Interest Rate..., Futures, Asset Pricing, Macro, Investone, Portfolio Accounting..., Multi Currency Horizon, Loan Funds, InvestAI, Internal Audit, External Audit, Reuters, Auditing
Education
University of Phoenix
MBA
Bridgewater State University
Bachelor of Science, Accounting & Finance
State Street Alternative Investment Solutions May 2015 - Present
State Street Alternative Investment Solutions June 2014 - May 2015
Prudential Financial June 2013 - August 2013
Rutgers University Foundation January 2012 - September 2012
Sun National Bank May 2012 - August 2012
Skills
Alternative Investments, Private Equity, Hedge Funds, Fund Administration, Finance, private equity..., Hedge Accounting, Customer Service, PowerPoint, Public Speaking, Research, Microsoft Excel, Grant Writing, Event Planning, Time Management, Microsoft Word, Accounting, Sales, Leadership, Strong Word Processing..., Grant Proposal Writing, Research and Analysis..., Experience with..., Exposure to Quickbooks, Advanced proficient in..., Project Management, Microsoft Office, Teamwork, Data Analysis, Financial Analysis
Education
Rutgers Business School 2012 — 2014
BA, Finance and Economics
SBHS 2006 — 2010
Avista Capital Partners March 2013 - Present
State Street Alternative Investment Solutions June 2012 - March 2013
SEI Investments September 2010 - June 2012
SEI Investments May 2008 - September 2010
The Investment Fund for Foundations September 2007 - April 2008
Skills
Financial Reporting, Fund Accounting, Sungard, Microsoft Office, Private Equity, Financial Analysis, Auditing, Investments, Valuation, Alternative Investments
Education
Saint Joseph's University 2010 — 2011
M.B.A, Finance and Financial Management Services
Saint Joseph's University 2004 — 2008
B.S, Finance
International Fund Services (NA) LLC, A State Street Company March 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
State Street Alternative Investment Solutions September 2012 - October 2013
Thomson Reuters June 2012 - September 2012
Topwater Capital Partners LLC January 2012 - June 2012
Aladdin Capital May 2011 - August 2011
Skills
Financial Modeling, Fixed Income, Hedge Funds, Salesforce.com, Private Equity, PowerPoint, Microsoft Excel, Financial Analysis, Equities, Valuation, Financial Services, Securities, Asset Management, Economics, Alternative Investments, Finance, Financial Markets, Bloomberg
Education
Sacred Heart University 2008 — 2012
Bachelor of Science, Economics/Finance
Tufts University July 2015 - Present
State Street Alternative Investment Solutions December 2013 - March 2015
Citi November 2010 - December 2013
Citi September 2007 - October 2010
Skills
Fund Accounting, Hedge Funds, Bloomberg, Fund Administration, Hedge Accounting, Fixed Income, Fund Of Funds, Derivatives, Equities, Corporate Actions, Alternative Investments, Valuation
Education
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
University of Sydney 2006 — 2006
Economics
Saint Anselm College 2003 — 2004
Waverly Street Cafe & Grill May 2014 - Present
State Street Alternative Investment Solutions January 2011 - April 2014
Gulf Oil Company August 2007 - August 2011
The Boston Globe August 2008 - October 2008
AllergyBuyersClub.com June 2005 - December 2005
The Corcoran Group June 2004 - December 2004
Skills
Marketing Strategy, Business Strategy, Market Research, Business Development, New Business Development, Competitive Analysis, Social Media, CRM, Project Management, Public Relations, Financial Analysis, Negotiation, Analysis, Management, Strategy, Risk Management, Business Analysis, Team Leadership, Marketing, Management Consulting, SAP
Education
Dublin City University 2006 — 2007
Masters, International Management
Northeastern University 2001 — 2006
BS, Management / Entrepreneurship
AlphaSimplex Group, LLC April 2015 - Present
JPMorgan Chase December 2013 - April 2015
State Street Alternative Investment Solutions March 2011 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - March 2011
Putnam Investments September 2007 - April 2009
Skills
Hedge Funds, Financial Analysis, Microsoft Excel, Mutual Funds, Interpersonal Skill, Investor Relations, Financial Reporting, Financial Accounting, Hedge Accounting, Corporate Finance, Customer Service, Alternative Investments, Microsoft Office, Ad Hoc Reporting, Relationship Management, Performance Analysis, Analytics, Banking, Finance, ERISA, Interpersonal..., Asset Managment, Account Reconciliation, Trading, Investments, Financial Statements, Valuation, Securities, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Fund Of Funds, Fund Administration, Accounting, Reconciliation, Statements, Monthly Reporting, Trade Processing, Advent, Swaps, Repos
Education
University of Massachusetts 2005 — 2009
Bachelor of Science, Business Administration; Finance and Marketing
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance and Marketing
Fidelity Capital Markets 2014 - Present
State Street - Alternative Investment Solutions 2012 - 2014
RLL - GSI Commerce 2009 - 2011
Collaborative Consulting, LLC 2005 - 2009
Brown Brothers Harriman & Co. 2000 - 2005
IDC Interactive Data 2000 - 2000
Education
Harvard University
Masters, ALM Finance
Green Mountain College
BS, Business
Moultonborough Academy
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman January 2012 - January 2014
Brown Brothers Harriman October 2010 - December 2012
State Street Global Markets August 2009 - August 2010
State Street Alternative Investment Solutions April 2008 - February 2009
Investors Bank & Trust August 2007 - March 2008
IBT April 2006 - August 2007
Investors Bank & Trust 2003 - 2007
Investors Bank & Trust April 2005 - April 2006
Investors Bank & Trust December 2003 - April 2005
Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives
Education
Hamilton College 1998 — 2003
Bachelor of Science, Philosophy
The Williams School 1991 — 1998
State Street Alternative Investment Solutions April 2013 - Present
State Street May 2011 - Present
State Street April 2010 - June 2011
JPMorgan Chase December 2007 - April 2010
Citi June 2007 - December 2007
Intelligent Spatial Technologies 2004 - 2007
Skills
Bloomberg, Fund Accounting, Fund Administration, Financial Analysis, Equities, Financial Modeling, Fixed Income, Mutual Funds, Hedge Funds, Derivatives, Securities, Financial Reporting, Valuation, Fund Of Funds, Alternative Investments
Education
University of Maine 2003 — 2004
State Street Alternative Investment Solutions July 2015 - Present
Sapient Global Markets December 2014 - Present
Wellington Management December 2014 - July 2015
Bank of America February 2012 - November 2014
Tata Consultancy Services April 2005 - November 2014
Bank of America July 2011 - January 2012
Bank of America November 2009 - June 2011
Deutsche Bank March 2008 - October 2009
HDFC Bank April 2005 - February 2008
Skills
SQL, PL/SQL, Oracle, Unix Shell Scripting, Unix, ETL, SOA, Business Analysis, Agile Methodologies, Software Development, Software Project..., Shell Scripting
Education
Sir M Visvesvaraya Institute Of Technology 2000 — 2004
BE, Electronics and Communication Engineering
State Street Alternative Investment Solutions August 2014 - Present
Citi Hedge Fund Services Inc August 2007 - June 2014
BISYS Hedge Fund Services March 2002 - August 2007
Hemisphere Financial Services Inc July 2000 - March 2002
Investors Bank & Trust Company 1991 - 1999
Skills
Fund Accounting, Hedge Funds, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1991
Fisher Lynch Capital January 2013 - Present
State Street Alternative Investment Solutions November 2012 - January 2013
Commonwealth Financial Network October 2012 - November 2012
LP Capital Advisors January 2009 - March 2012
Cambridge Associates April 2005 - January 2009
The Hartford October 2004 - April 2005
Skills
Wall Street Prep..., Private Equity, Due Diligence, Research, Financial Analysis, Financial Modeling, Excel, Financial Reporting, Alternative Investments, Investment Strategies, Investment Management
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Economics
State Street Alternative Investment Solutions September 2014 - Present
Citi January 2008 - June 2014
Citi January 2006 - December 2007
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Credit, Corporate Actions, Financial Analysis, Fund Of Funds, Accounting
Education
Suffolk University - Sawyer School of Management 1998 — 1999
Master of Science (MS), Finance and Financial Management Services
State Street Alternative Investment Solutions December 2012 - Present
State Street Alternative Investment Solutions August 2006 - December 2012
Investors Bank & Trust August 2005 - August 2006
State Street Corporation August 2004 - August 2005
Skills
Fixed Income, Financial Reporting, Financial Analysis, Banking, Bloomberg, Derivatives, Equities, Accounting, Asset Management, Auditing, Financial Modeling, Financial Services, Hedge Funds, Investments, Risk Management, Valuation
Education
Bridgewater State College 2000 — 2004
BS, Management, Minor in Finance
State Street Alternative Investment Solutions June 2014 - Present
NorthStar Realty Finance March 2012 - June 2014
NorthStar Realty Finance May 2008 - March 2012
Morgan Stanley October 2007 - May 2008
Morgan Stanley March 2006 - September 2007
Pricewaterhouse Coopers August 2003 - February 2006
Reznick Group September 2001 - July 2003
Skills
SEC filings, Financial Reporting, GAAP, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, General Ledger, CPA, Account Reconciliation, US GAAP
Education
Auburn University 1997 — 2001
Bachelor of Science, Business Administration
State Street Alternative Investment Solutions May 2013 - Present
State Street Corp July 2011 - May 2013
State Street Corp April 2011 - July 2011
State Street Corp November 2009 - April 2011
State Street Corp April 2008 - November 2009
Investors Bank & Trust November 2006 - November 2007
Education
Bentley University 2011 — 2013
Master of Science, Finance
Merrimack College 2000 — 2004
Bachelor of Science in Business Administration, Finance
State Street Alternative Investment Solutions April 2015 - Present
State Street September 2012 - Present
State Street March 2011 - November 2012
State Street July 2009 - March 2011
Navigant Consulting September 2007 - June 2009
Boston University School of Management 2003 - 2007
Barclays Wealth September 2006 - December 2006
Skills
Financial Services, AML, Due Diligence, Asset Managment, Quantitative Analytics, Management Consulting, Alternative Investments, Business Analysis, Risk Assessment, Global Regulatory..., Regulatory Filings, Form ADV, Asset Management, Program Management, Internal Controls, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2003 — 2007
Bachelor's degree, Finance
Boston University Questrom School of Business 2003 — 2007
BS, Finance
State Street Alternative Investment Solutions February 2012 - Present
Morgan Stanley November 2003 - February 2012
Lend Lease Real Estate November 1998 - November 2003
EY June 1996 - November 1998
Skills
Alternative Investments, Private Equity, Asset Management, Hedge Funds, Valuation, Investments, Capital Markets, Fixed Income, Finance, Financial Reporting, Due Diligence, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Financial Services
Education
Georgia Institute of Technology 1994 — 1996
Master of Business Administration (M.B.A.)
Saint Andrews College 1987 — 1989
Bachelor's Degree, Finance
Saginaw Valley State University 1985 — 1987
State Street Alternative Investment Solutions February 2015 - Present
State Street February 2014 - February 2015
BNY Mellon July 2011 - February 2014
BNY Mellon February 2008 - July 2011
BNY Mellon February 2007 - January 2008
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments, Transfer Agency, Client Delivery, InvestOne, Partnership Accounting, Investor Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Science (BSc), Business/Managerial Economics
State Street Alternative Investment Solutions February 2012 - December 2012
Morgan Stanley March 2006 - January 2012
Capital Trust May 2005 - March 2006
Deloitte September 2000 - May 2005
Education
Rider University 1996 — 2000
Bachelor of Science, Accounting
Howell High School
State Street Alternative Investment Solutions 2007 - Present
Investors Bank & Trust 2001 - 2006
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Fixed Income, Equities, Alternative Investments, Securities, Fund Administration, Derivatives, Fund Of Funds, Bloomberg, Financial Services, Corporate Actions, Asset Managment, Investments, Private Equity, Middle Office, Global Custody
Education
Salve Regina University 1988 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Bain Capital June 2015 - Present
State Street - Alternative Investment Solutions August 2013 - June 2015
Nautic Partners March 2013 - August 2013
Nautic Partners August 2010 - March 2013
M/C Venture Partners April 2006 - August 2010
Investors Bank & Trust January 2005 - April 2006
Skills
Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Financial Reporting, Investments, Venture Capital, Mergers, Corporate Finance, Bloomberg, Equities, Tax, Alternative Investments, Mutual Funds, Fixed Income, Asset Managment, Securities, Finance, Fund Of Funds, Business Strategy, Strategic Financial...
Education
Merrimack College 2000 — 2004
BSBA, Accounting
Northeastern University - Graduate School of Business Administration
MST
LP Capital Advisors May 2004 - Present
State Street Alternative Investment Solutions June 2003 - May 2004
KPMG US March 2000 - June 2003
Deloitte 1990 - 2000
Skills
Private Equity, Due Diligence, Start-ups, Venture Capital, Valuation, LBO, Alternative Investments
Education
Gonzaga University - School of Business Administration 1986 — 1990
bba, Accounting and Finance
State Street Alternative Investment Solutions January 2012 - Present
State Street Corporation - New York May 2008 - March 2012
State Street Corporation / International Fund Services (IFS) - Dublin October 2006 - May 2008
Skills
Financial Services, Fund Administration, Fund Accounting, Securities, Hedge Funds, Equities, Asset Management, Alternative Investments, Bloomberg, Mutual Funds
Education
Dublin Institute of Technology 2002 — 2006
BSC Management and Marketing
State Street Alternative Investment Solutions January 2015 - Present
Harvard Management Company August 2007 - December 2014
Harvard Management Company August 2005 - August 2007
Investors Bank & Trust March 2004 - August 2005
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Securities, Financial Reporting, Trading, Asset Management, Accounting, Excel, Analysis, Cash Management, PowerPoint, Word, Research, Microsoft Office, Budgeting, Equities, Financial Analysis, Financial Modeling, Fund Accounting, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Financial Services, Valuation, Microsoft Word, Asset Allocation, Microsoft Excel, Budgets, Investment Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance - Global Financial Analysis
Bentley University 2001 — 2003
BS, Corporate Finance and Accounting
American Express May 2014 - Present
DMLT - Investment Cafe April 2012 - April 2014
State Street Alternative Investment Solutions 2008 - 2012
Mourant Fund Services 2005 - 2008
BISYS Fund Services 2001 - 2005
EisnerAmper LLP 1997 - 2001
Merck 1997 - 1997
Education
Rider University 1993 — 1997
BA, Accounting
State Street Alternative Investment Solutions July 2015 - Present
State Street Alternative Investment Solutions November 2008 - July 2015
State Street Alternative Investment Solutions May 2011 - November 2011
China University of Petroleum August 2007 - August 2008
Skills
Private Equity, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Analysis
Education
Skidmore College 2003 — 2007
BS, Management and Business, Sociology
Gables Residential September 2014 - Present
State Street Alternative Investment Solutions February 2012 - September 2014
Morgan Stanley March 2004 - April 2012
PricewaterhouseCoopers September 2001 - February 2004
Skills
Financial Reporting, Accounting, Real Estate, Financial Analysis, Due Diligence, Fair Value, Private Equity, Financial Modeling, US GAAP, Financial Services
Education
The Ohio State University Fisher College of Business 2000 — 2001
MAcc, Financial Reporting and Analysis
The Ohio State University Fisher College of Business 1998 — 2001
BSBA, Accounting
State Street February 2015 - Present
State Street Corp August 2012 - February 2015
State Street Alternative Investment Solutions April 2008 - August 2012
Seligman Data Corp May 2006 - April 2008
Seligman Data Corp July 2004 - May 2006
Citigroup Fund Services (formerly Forum Financial) May 2002 - April 2004
Citigroup Fund Services (formerly Forum Financial) January 1998 - May 2002
Skills
Investments, Information Management, Transfer Agency, Mutual Funds, Hedge Funds, Financial Services, Business Process, Business Analysis, Alternative Investments, Equities
Education
Florida Institute of Technology 2009 — 2011
MBA, Finance / Accounting
University of Phoenix 2005 — 2008
BS, Business / Finance
United States Air Force Technical School 1997 — 1997
Information Management
State Street Alternative Investment Solutions October 2012 - Present
Goldman Sachs October 1996 - October 2012
KPMG 1994 - 1996
KPMG 1992 - 1994
Skills
Hedge Funds, Alternative Investments, Asset Managment, Equities, Due Diligence, Private Equity, Derivatives, Prime Brokerage, Bloomberg, Fund Of Funds, Investment Banking, Investments, Fixed Income, Valuation, Capital Markets, Securities, Investment Management, Asset Management, Trading Systems, Portfolio Management, Equity Derivatives, Structured Products, Credit Derivatives
Education
Simon Fraser University 1987 — 1992
Bachelor's of Business Administration, Accounting
Wellington Management May 2014 - Present
The Boston Consulting Group August 2013 - April 2014
State Street Alternative Investment Solutions January 2013 - August 2013
State Street Alternative Investment Solutions July 2011 - January 2013
State Street Alternative Investment Solutions November 2009 - July 2011
State Street Bank January 2008 - November 2009
Law Office of Nelson & Roach August 2005 - August 2007
Skills
Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Project Management, Business Analysis, Risk Management, Corporate Finance, Emerging Markets, Finance, Business Strategy, Banking, Data Analysis, Financial Reporting, Analysis, Forecasting, Financial Services, Alternative Investments, Investment Banking, Management, Fund Accounting, Business Development, Derivatives, Strategy, Securities, Asset Management, Accounting, Financial Risk, Fund Administration, Funding, Internal Controls, Process Improvement, Cross-functional Team..., Analytics, Fund Of Funds, Corporate Actions, Investor Relations, Program Management, Trading, Venture Capital, Economics
Education
Harvard University 2009 — 2012
Master's in Management
Northeastern University 2005 — 2005
Paralegal Certificate Program
Southern Federal University (former Rostov State University) 1997 — 2002
BA
Driehaus Capital Management LLC January 2014 - Present
Driehaus Capital Management May 2012 - December 2013
Driehaus Capital Management May 2011 - August 2011
State Street Alternative Investment Solutions September 2007 - August 2010
Skills
Financial Modeling, Valuation, Equities, Equity Research, Hedge Funds, Investments, Financial Analysis, Asset Managment, Portfolio Management, Capital Markets, Alternative Investments, Equity Valuation, Securities, Mutual Funds, Economics
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance
Union College 2003 — 2007
BS, Physics, Philosophy
State Street Alternative Investment Solutions March 2015 - Present
State Street February 2011 - March 2015
State Street November 2006 - February 2011
Skills
Bloomberg, Financial Analysis, Fund Accounting, Financial Services, Investments, Private Equity, Alternative Investments, Valuation, Fund Of Funds
Education
Boston University 2002 — 2006
BA, History and Art History
Friedland Realty Advisors June 2015 - Present
Macrobond Financial May 2014 - February 2015
JPMorgan Chase March 2013 - 2014
PGi July 2012 - February 2013
State Street Alternative Investment Solutions November 2010 - June 2012
Infovest21 LLC August 2009 - June 2010
AXA Equitable June 2009 - August 2009
Charles P. Rogers Beds 2007 - 2009
UBS September 2008 - December 2008
Skills
Cloud Computing, SaaS, Mobile Devices, Project Management, Salesforce.com, CRM, New Business Development, Business Development, Business Strategy, Networking, Strategic Planning, Account Management, Direct Sales
Education
City University of New York-Baruch College 2006 — 2010
BBA, Economics
State Street Alternative Investment Solutions September 2014 - Present
State Street Alternative Investment Solutions March 2013 - Present
State Street Bank September 2010 - March 2013
State Street June 2008 - September 2010
Skills
Data Analysis, Private Equity, Mutual Funds, Microsoft Office, Team Leadership, Customer Service, Communication Skills, Problem Solving, Research, Expense Budget...
Education
UMass Lowell 2004 — 2007
Bachelor of Science (BS), Finance, General
Westfield State College 2003 — 2004
North Reading High School 1999 — 2003
State Street Alternative Investment Solutions December 2014 - Present
StateStreet Global Advisor, Boston, MA April 2013 - December 2014
State Street January 2009 - March 2013
Graduate Leverage September 2005 - December 2009
Skills
Bloomberg, Risk Management, Fixed Income, Equities, Private Equity, Excel models, Derivatives, Data Analysis, Financial Analysis, Asset Management
Education
Thunderbird School of Global Management
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
State Street Alternative Investment Solutions April 2014 - Present
Artist Live Global Village L.L.C August 2012 - Present
State Street April 2012 - April 2014
State Street Corporation March 2009 - April 2012
Nextgen Realty April 2008 - December 2009
Northeastern University September 2003 - March 2008
Boston Investor Services July 2006 - December 2006
Fidelity Investments January 2005 - July 2005
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Sales, Mutual Funds, Financial Analysis, Budgets, Financial Reporting, Marketing, Analysis, Research, Banking, System Administration, Outlook, Data Analysis, Access, Portfolio Management, Securities, Customer Service, Hedge Funds, Finance, Social Media, Event Planning, Public Speaking, Teamwork, Time Management, Project Management, Management, Training, Fund Accounting, Investments, Accounting, Leadership, Financial Modeling
Education
Northeastern University 2003 — 2007
BS
Northeastern University 2003 — 2007
Bachelor of Science Degree
State Street Alternative Investment Solutions April 2007 - Present
Law Offices of David Fainkich July 2004 - October 2006
Skills
Fixed Income, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelor's Degree, Economics
Tufts Health Plan November 2014 - Present
State Street Alternative Investment Solutions February 2013 - October 2014
Marshfield A & H Society June 2004 - February 2012
Beecher Carlson June 2010 - August 2010
Skills
Microsoft Excel, SAS programming, PowerPoint, Project Management, SPSS, Financial Modeling, Cognos, Healthcare Analytics, Predictive Modeling, SQL, Access, Relational Databases, Microsoft Office
Education
Providence College 2008 — 2012
B.A., Business Economics; History
Boston College High School 2004 — 2008
State Street Alternative Investment Solutions April 2015 - Present
State Street February 2011 - Present
NRT July 2005 - June 2009
ESPN and FOX Sports Radio January 2005 - May 2005
Virginia Tech Sports Marketing and Promotions Department October 2003 - May 2005
Boys & Girls Clubs of New River Valley August 2004 - December 2004
Skills
Microsoft Excel, Access, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Accounting, Marketing, Data Analysis, Outlook, Research, PeopleSoft, Finance, Budgets, Real Estate
Education
University of Massachusetts Boston 2009 — 2010
Master of Science in International Management (MSIM)
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and Environmental Management
Virginia Polytechnic Institute and State University 2003 — 2005
Bachelor of Arts (B.A.), Communication Studies, Public Relations; Marketing Minor
Duxbury High School
Johann Wolfgang Goethe University (Frankfurt University)
Summer Abroad
State Street Alternative Investment Solutions February 2011 - Present
Managing Fundamentals January 2011 - March 2011
Education
Le Cordon Bleu 2010 — 2010
Diplome de Patisserie, Pastry
McMaster University 2003 — 2008
Honours Bachelor of Commerce, Commerce/Accounting
State Street Alternative Investment Solutions February 2005 - Present
Palmeri Fund Administrators February 2005 - May 2007
Skills
Private Equity, Fund Administration, Fund Accounting, Fund Services, G/L Reconciliations, Accounting, Bank Reconciliation, Financial Reporting
Education
William Paterson University of New Jersey 2000 — 2002
Bachelors of Science, Accounting
Fairleigh Dickinson University 1994 — 1999
Bachelors of Science, Business Management
Fairleigh Dickinson University 1994 — 1999
Associates Degree, Liberal Arts
State Street Alternative Investment Solutions November 2014 - Present
Rite Solutions March 2012 - November 2014
Rite-Solutions November 2010 - March 2012
Rhode Island Hospital May 2007 - September 2010
Mayor's Office of Fall River, MA February 2009 - June 2009
Skills
Analysis, Editing, Microsoft Office, Microsoft Excel, SharePoint, Outlook, PowerPoint, International Relations, Proofreading, Management, Policy, Politics
Education
University of Massachusetts Dartmouth 2012 — 2014
Graduate Certificate, Finance, General, 3.0
University of Massachusetts Dartmouth 2007 — 2010
BA with honors, Political Science
University of Massachusetts Dartmouth
Master of Business Administration (M.B.A.), Finance
State Street Alternative Investment Solutions 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Bloomberg Terminal, Computer Hardware, Finance, Private Equity
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Business Law
State Street Alternative Investment Solutions December 2012 - May 2014
Credit Suisse February 2009 - March 2012
BNY Mellon October 2006 - December 2008
Credit Suisse April 2000 - October 2006
Chase Manhattan Bank January 1994 - April 2000
Skills
Fixed Income, Derivatives, Equities, Investment Banking, FX Options, Bloomberg, Swaps, Securities, Asset Management, Options, Trading, Bonds, Settlement, Portfolio Management, Emerging Markets, Hedge Funds
Education
Baruch College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
International Fund Services Ltd, A State Street Company October 2010 - Present
International Fund Services Ltd, A State Street Company August 2008 - October 2010
State Street Alternative Investment Solutions March 2007 - August 2008
Perpetual Limited October 2006 - January 2007
State Street Canada September 2005 - June 2006
State Street Canada October 2004 - August 2005
Digital Mobile January 2003 - September 2004
Skills
Settlement, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Fund Accounting, Bloomberg, Financial Modeling, Equities, Investments, Valuation, Asset Managment, Microsoft Excel, Financial Services, Portfolio Management, Fund Administration, Alternative Investments, Risk Management, Securities, Mutual Funds, Fund Of Funds, Asset Management, Derivatives, Fixed Income, Private Equity, Financial Statements, Due Diligence, Client Services
Education
Certified Management Accountant 2011 — 2013
CMA, Accounting
Ryerson University 1997 — 2002
BComm, Business
State Street Alternative Investment Solutions June 2012 - Present
State Street October 2006 - June 2012
Education
Queen's University 1992 — 1997
Bachelor Of Commerce
JPMorgan Chase & Co. February 2015 - Present
State Street Alternative Investment Solutions 2006 - 2014
State Street 2003 - 2005
State Street 2003 - 2003
Mellon Financial 1998 - 2002
Mellon Financial 1995 - 1997
Mellon Financial 1992 - 1995
Mellon Financial 1989 - 1992
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Asset Management, Risk Management, Fund Of Funds, Due Diligence
Education
Bentley University 1985 — 1989
BS, Economics/Finance
State Street Alternative Investment Solutions April 2013 - Present
Morgan Stanley April 2002 - March 2013
Lend Lease Real Estate Investments 1997 - 2003
Jefferson Wells June 1999 - March 2001
Equitable Real Estate Investment Management 1991 - 1997
Habif, Arogeti & Wynne,LLP January 1987 - June 1990
Education
Auburn University 1981 — 1986
Bachelor's of Science, Accounting
State Street Alternative Investment Solutions April 2014 - Present
Trader Joe's May 2012 - March 2014
USN COMPACFLT May 2011 - August 2011
Skills
Microsoft Office, Time Management, Data Entry, Teamwork, Process Scheduler, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Leadership, Analysis
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Punahou School 2005 — 2009
State Street Alternative Investment Solutions June 2015 - Present
State Street March 2014 - May 2015
Santander Bank, N.A. September 2013 - December 2013
Lux Dental Care March 2013 - July 2013
World Financial Group (WFG) February 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Time Management, Language: Chinese, Microsoft PowerPoint, Data Entry, Marketing, Teamwork, PowerPoint, Access
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science in Management, Corporate Finance
JPMorgan Chase & Co. July 2015 - Present
State Street Alternative Investment Solutions October 2010 - July 2015
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance, General
Wheaton College (MA) 2005 — 2009
Bachelor of Arts (BA), Economics
State Street Alternative Investment Solutions January 2015 - Present
State Street July 2013 - December 2013
NetCracker July 2012 - January 2013
New England Baptist Hospital September 2011 - December 2011
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Research, Accounting, Data Analysis, Social Media, Leadership, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance
State Street Alternative Investment Solutions August 2012 - Present
Deutsche Bank September 2007 - July 2012
Horsburgh & Co. 2006 - 2007
Skills
Real Estate Private..., client operations, Fund Of Funds, Team Management, Training, Manage Client..., Maintaining Strong..., Analysis, Accounting, Auditing, Administration, Asset Management, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, IFRS, Internal Audit, Management, Mutual Funds, Private Equity
Education
Sacred Heart University 1997 — 1999
Master of Business Administration (MBA), cross cultural communications
Canisius College 1993 — 1994
Master of Science (M.S.), Education
State Street Alternative Investment Solutions August 2015 - Present
Education
Northern State University 2011 — 2015
Finance, General, 3.36
Northern State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
State Street Global Services January 2015 - Present
Scotiabank Global Banking and Markets January 2014 - December 2014
State Street Alternative Investment Solutions July 2011 - January 2014
State Street Alternative Investment Solutions August 2009 - July 2011
State Street Alternative Investment Solutions July 2008 - July 2009
Skills
Fund Accounting, Fund Services, Financial Accounting, Bloomberg, Capital Markets, Alternative Investments, Fixed Income Analysis, Mutual Funds, Loan Servicing, Financial Analysis, Hedge Funds, Securities, Fixed Income, Equities, Financial Services, Corporate Actions
Education
York University - Schulich School of Business 2003 — 2007
International Bachelor of Business Administration, Accounting
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
Business
State Street Alternative Investment Solutions January 2012 - Present
International Fund Services (NA) LLC, A State Street Company February 2008 - December 2011
State Street Bank June 2007 - January 2008
Skills
Microsoft Office, Derivatives, Pricing, Employee Training, Issues Managment, Alternative Investments, Dodd-Frank, RPF, Broker-Dealer, Confirmation, Middle Office, Trading, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2011 — 2015
Master of Business Administration (MBA), Accounting
University of Massachusetts Boston 2003 — 2006
Bachelor of Science (B.S.), Accounting
State Street Alternative Investment Solutions December 2013 - Present
XSIO LLC 2009 - 2013
Skills
Microsoft Excel, Microsoft Word
Education
University of Massachusetts Boston
Bachelor's degree, Accounting
State Street Alternative Investment Solutions June 2014 - Present
State Street Alternative Investment Solutions June 2014 - Present
State Street September 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Teamwork
Education
Endicott College 2010 — 2014
BS, Finance, General
D’Amore-McKim School of Business at Northeastern University May 2015 - Present
State Street Alternative Investment Solutions January 2014 - June 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Research, Financial Reporting, Public Speaking, Leadership, Bloomberg, Bloomberg Terminal, Auditing, Fund Accounting, Mutual Funds, Financial Analysis
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Marketing Minor: Psychology, GPA: 3.88
Merici Academy 1997 — 2012